Microsoft Corp
MSFT- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000789019
In the last 90 days, Microsoft Corp insiders filed 0 open-market purchases and 4 sales; 6,248 institutions reported holding it in 13F filings for Q2 2026, worth $2.05T in total; 16 superinvestors hold it, including Pershing Square and Coatue Management.
13F holders, Q2 2023
Institutional positions in Microsoft Corp as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4,816
- +139 vs. Q1 2023
- Shares held
- 5.27B
- −241.3M (−4.4%) vs. Q1 2023
- Total value
- $1.79T
- +$274.5B (+18.1%) vs. Q1 2023
- New holders
- 220
- 1,780 more added
- Sold out
- 81
- 2,495 more reduced
40 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MSFT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,248 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $1.77T |
| Q3 2021 | 4,035 | $1.49T |
| Q2 2021 | 3,989 | $1.43T |
| Q1 2021 | 4,005 | $1.26T |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Intrepid Financial Planning Group LLC | 6,368 | $2.17M | 1.04% | +217+3.5% | Added |
| Arq Wealth Advisors, LLC | 6,372 | $2.17M | 1.41% | +161+2.6% | Added |
| Requisite Capital Management, LLC | 6,372 | $2.17M | 0.55% | +367+6.1% | Added |
| N.E.W. Advisory Services LLC | 6,374 | $2.17M | 0.30% | +25+0.4% | Added |
| Truepoint, Inc. | 6,392 | $2.18M | 0.07% | +742+13.1% | Added |
| DecisionPoint Financial, LLC | 6,396 | $2.18M | 1.13% | −34−0.5% | Reduced |
| Cohen & Steers, Inc. | 6,399 | $2.18M | 0.00% | 00.0% | Unchanged |
| Shay Capital LLC | 6,400 | $2.18M | 0.77% | +6,400 | New |
| US Financial Advisors, LLC | 6,402 | $2.18M | 0.93% | −692−9.8% | Reduced |
| Meridian Financial, LLC | 6,413 | $2.18M | 1.97% | −21−0.3% | Reduced |
| Texas Capital Bancshares Inc | 6,434 | $2.19M | 1.22% | −80−1.2% | Reduced |
| Family Firm, Inc. | 6,445 | $2.19M | 0.58% | +10+0.2% | Added |
| Human Investing LLC | 6,451 | $2.20M | 0.50% | +60+0.9% | Added |
| Horan Securities, Inc. | 6,463 | $2.20M | 0.93% | +246+4.0% | Added |
| Ambassador Advisors, LLC | 6,876 | $2.21M | 0.51% | −1,429−17.2% | Reduced |
| Granger Management LLC | 6,486 | $2.21M | 0.91% | −74−1.1% | Reduced |
| Sharkey, Howes & Javer | 6,490 | $2.21M | 0.42% | −46−0.7% | Reduced |
| Xcel Wealth Management, LLC | 6,496 | $2.21M | 0.70% | −1,996−23.5% | Reduced |
| Coho Partners, Ltd. | 6,500 | $2.21M | 0.04% | −50−0.8% | Reduced |
| Oasis Management Co Ltd. | 6,500 | $2.21M | 0.77% | +6,500 | New |
| Fca Corp | 6,531 | $2.22M | 0.82% | −7−0.1% | Reduced |
| Joseph Group Capital Management | 6,531 | $2.22M | 1.87% | +48+0.7% | Added |
| Legacy Financial Strategies, LLC | 6,544 | $2.23M | 0.75% | +655+11.1% | Added |
| Eldridge Investment Advisors, Inc. | 6,554 | $2.23M | 0.73% | −69−1.0% | Reduced |
| Barden Capital Management, Inc. | 6,575 | $2.24M | 2.46% | −703−9.7% | Reduced |
| First Citizens Financial Corp | 6,577 | $2.24M | 1.52% | +6,577 | New |
| Quantbot Technologies LP | 6,585 | $2.24M | 0.15% | +6,585 | New |
| Private Capital Management, LLC | 6,592 | $2.24M | 0.27% | +1,784+37.1% | Added |
| Ade, LLC | 6,595 | $2.25M | 1.57% | −20−0.3% | Reduced |
| Phillips Wealth Planners LLC | 6,599 | $2.25M | 2.95% | −668−9.2% | Reduced |
| Blackston Financial Advisory Group, LLC | 6,601 | $2.25M | 1.62% | −273−4.0% | Reduced |
| Capitol Family Office, Inc. | 6,612 | $2.25M | 5.14% | +820+14.2% | Added |
| Fortis Group Advisors, LLC | 6,627 | $2.26M | 0.60% | +3,243+95.8% | Added |
| Northwest Wealth Management, LLC | 6,647 | $2.26M | 0.82% | +16+0.2% | Added |
| Collective Family Office LLC | 6,653 | $2.27M | 0.89% | −10−0.2% | Reduced |
| Aigen Investment Management, LP | 6,676 | $2.27M | 0.34% | +6,676 | New |
| Retirement Income Solutions, Inc | 6,681 | $2.28M | 0.61% | −168−2.5% | Reduced |
| First National Bank Sioux Falls | 6,686 | $2.28M | 1.45% | −30.0% | Reduced |
| Gill Capital Partners, LLC | 6,689 | $2.28M | 0.96% | −764−10.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,694 | $2.28M | 0.17% | −35−0.5% | Reduced |
| Two Sigma Investments, LP | 6,700 | $2.28M | 0.01% | +6,700 | New |
| Scott Investment Partners LLP | 6,700 | $2.28M | 5.13% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 6,702 | $2.28M | 0.30% | +3,137+88.0% | Added |
| Ruggaard & Associates LLC | 6,727 | $2.29M | 1.34% | −188−2.7% | Reduced |
| Ascension Capital Advisors, Inc. | 6,750 | $2.30M | 1.47% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 6,755 | $2.30M | 1.44% | +577+9.3% | Added |
| KFA Private Wealth Group, LLC | 6,758 | $2.30M | 0.95% | +372+5.8% | Added |
| Montis Financial, LLC | 6,765 | $2.30M | 1.52% | −148−2.1% | Reduced |
| Johnson Bixby & Associates, LLC | 6,770 | $2.31M | 0.48% | +62+0.9% | Added |
| RIA Advisory Group LLC | 6,724 | $2.31M | 0.99% | −1,428−17.5% | Reduced |
| Mascoma Wealth Management LLC | 7,078 | $2.31M | 0.71% | −485−6.4% | Reduced |
| One + One Wealth Management, LLC | 6,791 | $2.31M | 1.48% | −1,336−16.4% | Reduced |
| WealthCare Investment Partners, LLC | 6,843 | $2.31M | 1.41% | −333−4.6% | Reduced |
| Element Pointe Advisors, LLC | 6,810 | $2.32M | 0.75% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 6,823 | $2.32M | 2.08% | −33−0.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 6,834 | $2.33M | 0.96% | −340−4.7% | Reduced |
| Shira Ridge Wealth Management | 6,836 | $2.33M | 1.46% | −76−1.1% | Reduced |
| Park Edge Advisors, LLC | 6,868 | $2.34M | 0.79% | −306−4.3% | Reduced |
| WealthTrust Asset Management, LLC | 6,887 | $2.35M | 2.13% | −205−2.9% | Reduced |
| Rappaport Reiches Capital Management, LLC | 6,900 | $2.35M | 0.98% | +94+1.4% | Added |
| BOS Asset Management, LLC | 6,916 | $2.36M | 1.83% | +665+10.6% | Added |
| Kinsale Capital Group, Inc. | 6,937 | $2.36M | 1.43% | +2,673+62.7% | Added |
| Community Bank of Raymore | 6,942 | $2.36M | 1.02% | −28−0.4% | Reduced |
| Silverleafe Capital Partners, LLC | 6,949 | $2.37M | 1.47% | 00.0% | Unchanged |
| Coury Firm Asset Management LLC | 6,954 | $2.37M | 3.42% | +4+0.1% | Added |
| Parkside Advisors LLC | 6,968 | $2.37M | 0.74% | −467−6.3% | Reduced |
| Pettinga Financial Advisors, LLC | 6,978 | $2.38M | 0.71% | +20+0.3% | Added |
| TD Capital Management LLC | 6,983 | $2.38M | 0.28% | −304−4.2% | Reduced |
| Gruss & Co., LLC | 7,000 | $2.38M | 14.45% | +3,000+75.0% | Added |
| Latitude Advisors, LLC | 7,002 | $2.38M | 1.66% | −1,212−14.8% | Reduced |
| IFP Advisors, Inc | 74,830 | $2.39M | 0.12% | −12,304−14.1% | Reduced |
| Full Sail Capital, LLC | 7,033 | $2.40M | 0.20% | −41−0.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 7,043 | $2.40M | 0.96% | −85−1.2% | Reduced |
| VELA Investment Management, LLC | 7,067 | $2.41M | 1.11% | +10.0% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 7,068 | $2.41M | 1.11% | +80+1.1% | Added |
| Westshore Wealth, LLC | 7,068 | $2.41M | 1.23% | +382+5.7% | Added |
| Atlas Wealth Partners, LLC | 7,011 | $2.41M | 6.94% | +7,011 | New |
| Clearwater Capital Advisors, LLC | 7,083 | $2.41M | 0.29% | −1,040−12.8% | Reduced |
| Neumann Capital Management, LLC | 7,085 | $2.41M | 1.00% | −1,132−13.8% | Reduced |
| IronBridge Private Wealth, LLC | 7,087 | $2.41M | 1.36% | −112−1.6% | Reduced |
| Elmwood Wealth Management, Inc. | 7,088 | $2.41M | 1.12% | −310−4.2% | Reduced |
| Meridian Wealth Partners, LLC | 7,105 | $2.42M | 0.50% | +1,074+17.8% | Added |
| Detalus Advisors, LLC | 7,111 | $2.42M | 1.08% | +20+0.3% | Added |
| Arbor Capital Management Inc | 7,165 | $2.42M | 1.88% | −10.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 7,076 | $2.42M | 0.94% | +19+0.3% | Added |
| SJS Investment Consulting Inc. | 7,126 | $2.43M | 0.61% | +149+2.1% | Added |
| AlphaQ Advisors LLC | 7,140 | $2.43M | 1.79% | −1,976−21.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 7,141 | $2.43M | 1.32% | −206−2.8% | Reduced |
| Richmond Brothers, Inc. | 7,167 | $2.44M | 3.95% | −644−8.2% | Reduced |
| Lipe & Dalton | 7,173 | $2.44M | 1.39% | −150−2.0% | Reduced |
| Objective Capital Management, LLC | 7,187 | $2.45M | 2.14% | +37+0.5% | Added |
| Goepper Burkhardt LLC | 7,207 | $2.45M | 1.48% | −63−0.9% | Reduced |
| Genesee Capital Advisors, LLC | 7,207 | $2.45M | 1.67% | +150+2.1% | Added |
| SFG Wealth Management, LLC. | 7,213 | $2.46M | 2.06% | +3,348+86.6% | Added |
| Sonoma Private Wealth LLC | 7,240 | $2.47M | 4.31% | −235−3.1% | Reduced |
| Burns Matteson Capital Management, LLC | 7,241 | $2.47M | 1.52% | +149+2.1% | Added |
| Campbell Wealth Management | 7,242 | $2.47M | 0.32% | 00.0% | Unchanged |
| NinePointTwo Capital | 7,242 | $2.47M | 0.96% | 00.0% | Unchanged |
| Manchester Financial Inc | 7,246 | $2.47M | 0.70% | −124−1.7% | Reduced |
| Ratan Capital Management LP | 7,250 | $2.47M | 3.42% | 00.0% | Unchanged |