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 |
|---|---|---|---|---|---|
| Atlas Private Wealth Management | 7,258 | $2.47M | 1.30% | +1,810+33.2% | Added |
| Mach-1 Financial Group, Inc. | 7,278 | $2.48M | 0.99% | +3,443+89.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,280 | $2.48M | 0.35% | +257+3.7% | Added |
| High Falls Advisors, Inc | 7,290 | $2.48M | 0.71% | +296+4.2% | Added |
| GenTrust, LLC | 7,294 | $2.48M | 0.17% | −635−8.0% | Reduced |
| Edgestream Partners, L.P. | 7,303 | $2.49M | 0.23% | +7,303 | New |
| Claybrook Capital, LLC | 7,335 | $2.50M | 1.33% | −100−1.3% | Reduced |
| MPS Loria Financial Planners, LLC | 7,341 | $2.50M | 0.94% | +106+1.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 7,366 | $2.51M | 1.31% | −135−1.8% | Reduced |
| Wealthstream Advisors, Inc. | 7,370 | $2.51M | 1.32% | +1,997+37.2% | Added |
| Heritage Financial Services, LLC | 7,378 | $2.51M | 0.50% | +285+4.0% | Added |
| QP Wealth Management, LLC | 7,399 | $2.52M | 4.00% | −1,108−13.0% | Reduced |
| Zeit Capital LLC | 7,418 | $2.53M | 2.26% | −525−6.6% | Reduced |
| SRN Advisors, LLC | 7,423 | $2.53M | 2.25% | −887−10.7% | Reduced |
| Select Asset Management & Trust | 7,428 | $2.53M | 1.54% | +1,793+31.8% | Added |
| Oder Investment Management, LLC | 7,454 | $2.54M | 2.78% | −558−7.0% | Reduced |
| PSI Advisors, LLC | 7,457 | $2.54M | 1.11% | −1,160−13.5% | Reduced |
| Firestone Capital Management | 7,350 | $2.54M | 0.83% | −165−2.2% | Reduced |
| Washburn Capital Management, Inc. | 7,467 | $2.54M | 2.12% | −156−2.0% | Reduced |
| LJI Wealth Management, LLC | 50,275 | $2.55M | 0.74% | +43,141+604.7% | Added |
| Carlson Capital L P | 7,500 | $2.55M | 0.22% | −9,100−54.8% | Reduced |
| Retirement Capital Strategies | 7,513 | $2.56M | 1.18% | +20+0.3% | Added |
| Barnes Pettey Financial Advisors, LLC | 7,521 | $2.56M | 2.21% | +7+0.1% | Added |
| apricus wealth, LLC | 7,421 | $2.57M | 2.26% | −138−1.8% | Reduced |
| Titleist Asset Management, LLC | 7,537 | $2.57M | 0.50% | −3,762−33.3% | Reduced |
| Aua Capital Management, LLC | 7,539 | $2.57M | 1.77% | −717−8.7% | Reduced |
| Aspire Private Capital, LLC | 7,549 | $2.57M | 0.82% | +72+1.0% | Added |
| Tillman Hartley LLC | 7,550 | $2.57M | 1.03% | −215−2.8% | Reduced |
| LWM Advisory Services, LLC | 7,568 | $2.57M | 2.72% | −345−4.4% | Reduced |
| Groesbeck Investment Management Corp | 7,556 | $2.57M | 3.92% | 00.0% | Unchanged |
| Menard Financial Group LLC | 7,563 | $2.58M | 5.29% | −447−5.6% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 7,565 | $2.58M | 2.49% | −1,120−12.9% | Reduced |
| Cypress Capital, LLC | 7,584 | $2.58M | 0.74% | +6,197+446.8% | Added |
| Ullmann Financial Group, Inc. | 7,604 | $2.59M | 0.52% | +334+4.6% | Added |
| Pine Ridge Advisers LLC | 7,610 | $2.59M | 0.57% | +7,610 | New |
| Three Bridge Wealth Advisors, LLC | 7,612 | $2.59M | 1.10% | −587−7.2% | Reduced |
| West Wealth Group, LLC | 7,643 | $2.60M | 1.10% | +834+12.2% | Added |
| Watershed Private Wealth LLC | 7,657 | $2.61M | 1.58% | −110−1.4% | Reduced |
| Zimmermann Investment Management & Planning LLC | 7,663 | $2.61M | 1.21% | +136+1.8% | Added |
| Charter Oak Capital Management, LLC | 7,671 | $2.61M | 0.34% | +209+2.8% | Added |
| Alden Global Capital LLC | 7,672 | $2.61M | 11.01% | +7,672 | New |
| Financial Strategies Group, Inc. | 7,677 | $2.61M | 0.84% | +1,692+28.3% | Added |
| Dimension Capital Management LLC | 7,688 | $2.62M | 0.57% | −6−0.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 7,697 | $2.62M | 1.12% | +68+0.9% | Added |
| Trust Co | 7,705 | $2.62M | 0.39% | −2,282−22.8% | Reduced |
| Financial Advisory Group | 7,709 | $2.63M | 0.52% | +270+3.6% | Added |
| Cascade Investment Group, Inc. | 7,712 | $2.63M | 2.40% | +796+11.5% | Added |
| Lion Street Advisors, LLC | 7,922 | $2.63M | 0.89% | +1,159+17.1% | Added |
| Birchcreek Wealth Management, LLC | 7,722 | $2.63M | 1.84% | −195−2.5% | Reduced |
| LWMG, LLC | 7,746 | $2.64M | 0.74% | −87−1.1% | Reduced |
| Doheny Asset Management | 7,747 | $2.64M | 2.26% | −59−0.8% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 7,779 | $2.65M | 1.99% | −206−2.6% | Reduced |
| XN LP | 7,782 | $2.65M | 0.25% | +321+4.3% | Added |
| Castle Wealth Management LLC | 7,824 | $2.66M | 1.86% | −283−3.5% | Reduced |
| MinichMacGregor Wealth Management, LLC | 7,827 | $2.67M | 0.83% | −515−6.2% | Reduced |
| Lumature Wealth Partners, LLC | 7,831 | $2.67M | 1.58% | −401−4.9% | Reduced |
| Southern Capital Advisors, LLC | 7,831 | $2.67M | 2.04% | −651−7.7% | Reduced |
| Presilium Private Wealth, LLC | 7,834 | $2.67M | 0.91% | +42+0.5% | Added |
| Odey Asset Management LLP | 7,844 | $2.67M | 0.98% | +7,844 | New |
| Advisory Resource Group | 7,861 | $2.68M | 0.73% | −172−2.1% | Reduced |
| Lane & Associates LLC | 7,868 | $2.68M | 2.13% | +28+0.4% | Added |
| Sunburst Financial Group, LLC | 7,903 | $2.69M | 0.94% | +11+0.1% | Added |
| Benedetti & Gucer, Inc. | 7,905 | $2.69M | 1.39% | +1,111+16.4% | Added |
| Wealth Quarterback LLC | 7,906 | $2.69M | 1.86% | −320−3.9% | Reduced |
| Sunflower Bank, N.A. | 7,916 | $2.70M | 0.63% | −586−6.9% | Reduced |
| Proquility Private Wealth Partners, LLC | 7,920 | $2.70M | 1.05% | +871+12.4% | Added |
| Aft, Forsyth & Sober, LLC | 7,925 | $2.70M | 1.12% | +350+4.6% | Added |
| Crew Capital Management, Ltd. | 7,941 | $2.70M | 3.08% | +1,543+24.1% | Added |
| Aspen Wealth Strategies, LLC | 7,950 | $2.71M | 2.06% | −967−10.8% | Reduced |
| Fortress Wealth Group, LLC | 8,214 | $2.71M | 1.72% | +685+9.1% | Added |
| Absolute Capital Management, LLC | 7,964 | $2.71M | 2.50% | +764+10.6% | Added |
| FFT Wealth Management LLC | 7,971 | $2.71M | 0.34% | +8+0.1% | Added |
| Corundum Trust Company, INC | 7,975 | $2.72M | 7.43% | +7,975 | New |
| Summit Financial Wealth Advisors, LLC | 7,984 | $2.72M | 0.63% | −103−1.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,991 | $2.72M | 0.34% | +7,991 | New |
| Kaizen Financial Strategies | 8,074 | $2.72M | 2.33% | +56+0.7% | Added |
| Kohmann Bosshard Financial Services, LLC | 7,998 | $2.72M | 0.47% | +941+13.3% | Added |
| Basso Capital Management, L.P. | 8,012 | $2.73M | 3.02% | −285−3.4% | Reduced |
| IMPACTfolio, LLC | 8,037 | $2.74M | 2.17% | −26−0.3% | Reduced |
| Outlook Wealth Advisors, LLC | 8,037 | $2.74M | 1.03% | +456+6.0% | Added |
| Firethorn Wealth Partners, LLC | 8,037 | $2.74M | 2.04% | −76−0.9% | Reduced |
| MKT Advisors LLC | 8,097 | $2.74M | 1.94% | −1,575−16.3% | Reduced |
| Providence First Trust Co | 8,058 | $2.74M | 1.51% | +6,463+405.2% | Added |
| Lakewood Asset Management LLC | 8,060 | $2.74M | 2.16% | −212−2.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 8,125 | $2.75M | 0.71% | −1,030−11.3% | Reduced |
| PRW Wealth Management LLC | 7,955 | $2.75M | 0.94% | +1,470+22.7% | Added |
| Vanguard Capital Wealth Advisors | 8,080 | $2.75M | 2.50% | −44−0.5% | Reduced |
| Dalton Investments LLC | 8,100 | $2.76M | 2.34% | +1,200+17.4% | Added |
| Rockbridge Investment Management, LCC | 8,103 | $2.76M | 0.49% | +270+3.4% | Added |
| Alta Wealth Advisors LLC | 8,106 | $2.76M | 1.62% | +716+9.7% | Added |
| Next Level Private LLC | 8,358 | $2.77M | 1.79% | +199+2.4% | Added |
| Ellis Investment Partners, LLC | 8,148 | $2.77M | 0.68% | −516−6.0% | Reduced |
| Seelaus Asset Management LLC | 8,166 | $2.78M | 2.19% | −540−6.2% | Reduced |
| Verity Asset Management, Inc. | 8,168 | $2.78M | 2.06% | −8,326−50.5% | Reduced |
| Truadvice, LLC | 8,640 | $2.79M | 1.03% | −1,498−14.8% | Reduced |
| LFA - Lugano Financial Advisors SA | 8,199 | $2.79M | 1.86% | +2,376+40.8% | Added |
| Cherry Tree Wealth Management, LLC | 8,225 | $2.80M | 0.82% | +8,225 | New |
| Rosenberg Matthew Hamilton | 8,231 | $2.80M | 0.95% | −1,274−13.4% | Reduced |
| Capstone Wealth Management Group, LLC | 8,239 | $2.81M | 2.90% | −1,166−12.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 8,250 | $2.81M | 1.26% | +549+7.1% | Added |