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 |
|---|---|---|---|---|---|
| Opes Wealth Management LLC | 8,254 | $2.81M | 0.80% | +631+8.3% | Added |
| Peoples Bank | 8,257 | $2.81M | 1.72% | −62−0.7% | Reduced |
| Salvus Wealth Management, LLC | 8,264 | $2.81M | 2.16% | −155−1.8% | Reduced |
| LSP Investment Advisors, LLC | 8,280 | $2.82M | 1.58% | 00.0% | Unchanged |
| Provident Trust Co | 8,298 | $2.83M | 0.06% | −466−5.3% | Reduced |
| Watershed Asset Management, L.L.C. | 8,300 | $2.83M | 3.50% | −3,050−26.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 8,300 | $2.83M | 1.07% | −34−0.4% | Reduced |
| Round Hill Asset Management | 8,309 | $2.83M | 1.75% | 00.0% | Unchanged |
| Ninepoint Partners LP | 8,313 | $2.83M | 0.37% | +4,000+92.7% | Added |
| Arbor Investment Advisors, LLC | 8,341 | $2.84M | 0.50% | −6−0.1% | Reduced |
| Burton Enright Welch | 8,356 | $2.85M | 0.89% | +362+4.5% | Added |
| CMG Global Holdings, LLC | 8,359 | $2.85M | 2.33% | +334+4.2% | Added |
| Towerpoint Wealth, LLC | 8,365 | $2.85M | 1.60% | +4,938+144.1% | Added |
| M.D. Sass Investors Services, Inc. | 8,365 | $2.85M | 0.39% | −3,050−26.7% | Reduced |
| D. Scott Neal, Inc. | 8,386 | $2.86M | 2.15% | −13−0.2% | Reduced |
| Midwest Professional Planners, LTD. | 8,387 | $2.86M | 1.25% | +981+13.2% | Added |
| Israel Discount Bank of New York | 8,396 | $2.86M | 2.28% | −2,081−19.9% | Reduced |
| Cora Capital Advisors LLC | 8,397 | $2.86M | 1.90% | +21+0.3% | Added |
| Mosaic Advisors LLC | 8,400 | $2.86M | 2.13% | +7,034+514.9% | Added |
| Pecaut & Co. | 8,413 | $2.86M | 1.21% | −41−0.5% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 8,414 | $2.87M | 0.83% | −51,377−85.9% | Reduced |
| Center For Asset Management LLC | 8,418 | $2.87M | 2.71% | +4,183+98.8% | Added |
| Alhambra Investment Partners LLC | 8,442 | $2.87M | 1.90% | −325−3.7% | Reduced |
| Evolution Wealth Advisors, LLC | 8,457 | $2.88M | 0.64% | +1,592+23.2% | Added |
| Southland Equity Partners LLC | 8,473 | $2.89M | 0.97% | +61+0.7% | Added |
| Difesa Capital Management, LP | 8,475 | $2.89M | 7.58% | +580+7.3% | Added |
| Beacon Financial Advisory LLC | 8,489 | $2.89M | 1.66% | +543+6.8% | Added |
| Heron Financial Group, LLC | 8,501 | $2.89M | 1.56% | −279−3.2% | Reduced |
| Aristides Capital LLC | 8,502 | $2.90M | 1.71% | +1,000+13.3% | Added |
| Penobscot Wealth Management | 8,516 | $2.90M | 2.12% | −376−4.2% | Reduced |
| Morris Retirement Advisors, LLC | 8,506 | $2.90M | 1.99% | −304−3.5% | Reduced |
| Independent Wealth Network Inc. | 8,507 | $2.90M | 1.74% | +194+2.3% | Added |
| Paragon Advisors, LLC | 8,508 | $2.90M | 0.94% | −3,136−26.9% | Reduced |
| Twin Lakes Capital Management, LLC | 8,512 | $2.90M | 2.06% | +13+0.2% | Added |
| Atom Investors LP | 8,530 | $2.90M | 1.10% | +4,125+93.6% | Added |
| Wilson & Boucher Capital Management, LLC | 8,532 | $2.91M | 2.62% | −70−0.8% | Reduced |
| First National Corp | 8,547 | $2.91M | 0.69% | −341−3.8% | Reduced |
| Clark Financial Services Group Inc | 8,552 | $2.91M | 3.93% | −31−0.4% | Reduced |
| Westhampton Capital, LLC | 8,572 | $2.92M | 1.90% | +36+0.4% | Added |
| Oliver Luxxe Assets LLC | 8,572 | $2.92M | 0.73% | −154−1.8% | Reduced |
| Caliber Wealth Management, LLC | 8,572 | $2.92M | 1.96% | −612−6.7% | Reduced |
| KB Financial Partners, LLC | 8,630 | $2.94M | 0.81% | +527+6.5% | Added |
| Tyler-Stone Wealth Management | 8,635 | $2.94M | 1.66% | +8,635 | New |
| Baron Wealth Management LLC | 8,641 | $2.94M | 1.87% | −381−4.2% | Reduced |
| Townsend & Associates, Inc | 8,385 | $2.94M | 0.76% | +390+4.9% | Added |
| Clarity Wealth Advisors, LLC | 8,648 | $2.94M | 1.32% | +825+10.5% | Added |
| Kapstone Financial Advisors LLC | 8,765 | $2.95M | 2.44% | +7+0.1% | Added |
| Gould Asset Management LLC | 8,658 | $2.95M | 0.82% | −20−0.2% | Reduced |
| Guerra Pan Advisors, LLC | 8,658 | $2.95M | 3.27% | +62+0.7% | Added |
| Sterneck Capital Management, LLC | 8,670 | $2.95M | 1.81% | −104−1.2% | Reduced |
| Evergreen Wealth Management, LLC | 8,676 | $2.95M | 2.31% | −425−4.7% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,716 | $2.97M | 0.89% | +50+0.6% | Added |
| Apeiron RIA LLC | 8,718 | $2.97M | 1.02% | −144−1.6% | Reduced |
| Winning Points Advisors, LLC | 7,896 | $2.97M | 4.58% | −13,253−62.7% | Reduced |
| Register Financial Advisors LLC | 8,730 | $2.97M | 2.12% | −1,196−12.0% | Reduced |
| Goodwin Daniel L | 8,736 | $2.97M | 1.42% | −69−0.8% | Reduced |
| Wagner Wealth Management, LLC | 8,749 | $2.98M | 1.14% | −30.0% | Reduced |
| Bridgeworth, LLC | 8,760 | $2.98M | 0.33% | −85−1.0% | Reduced |
| Beacon Capital Management, LLC | 8,761 | $2.98M | 0.79% | +1,175+15.5% | Added |
| Midwest Financial Group LLC | 8,779 | $2.99M | 2.53% | −113−1.3% | Reduced |
| Northern Financial Advisors Inc | 8,791 | $2.99M | 2.64% | −120−1.3% | Reduced |
| North Fourth Asset Management, LP | 8,800 | $3.00M | 2.54% | −33,300−79.1% | Reduced |
| Copperleaf Capital, LLC | 8,800 | $3.00M | 2.81% | −1,973−18.3% | Reduced |
| TTP Investments, Inc. | 8,806 | $3.00M | 2.02% | −91−1.0% | Reduced |
| Tarbox Family Office, Inc. | 8,815 | $3.00M | 0.58% | −176−2.0% | Reduced |
| Fortem Financial Group, LLC | 8,817 | $3.00M | 1.78% | +88+1.0% | Added |
| DMG Group, LLC | 8,828 | $3.01M | 3.01% | −398−4.3% | Reduced |
| VERITY Wealth Advisors | 8,834 | $3.01M | 2.70% | −34−0.4% | Reduced |
| Red Wave Investments LLC | 8,850 | $3.01M | 1.22% | +35+0.4% | Added |
| Landmark Financial Advisors, LLC | 8,855 | $3.02M | 1.24% | −150−1.7% | Reduced |
| Islay Capital Management, LLC | 8,857 | $3.02M | 2.66% | +71+0.8% | Added |
| Hoxton Planning & Management, LLC | 8,860 | $3.02M | 1.86% | −258−2.8% | Reduced |
| Global Strategic Investment Solutions, LLC | 8,860 | $3.02M | 0.38% | +439+5.2% | Added |
| Ethos Financial Group, LLC | 11,459 | $3.02M | 1.02% | 00.0% | Unchanged |
| BIP Wealth, LLC | 8,872 | $3.02M | 0.25% | −394−4.3% | Reduced |
| WP Advisors, LLC | 8,895 | $3.03M | 1.21% | +202+2.3% | Added |
| Ti-Trust, Inc | 8,910 | $3.03M | 2.79% | −145−1.6% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 8,924 | $3.04M | 3.56% | −995−10.0% | Reduced |
| Hartford Funds Management Co LLC | 8,929 | $3.04M | 0.31% | +808+9.9% | Added |
| Eads & Heald Wealth Management | 8,929 | $3.04M | 1.50% | −715−7.4% | Reduced |
| LGT Financial Advisors LLC | 8,941 | $3.04M | 3.25% | +2,439+37.5% | Added |
| Jessup Wealth Management, Inc | 8,947 | $3.05M | 1.63% | −169−1.9% | Reduced |
| Merrion Investment Management Co, LLC | 8,951 | $3.05M | 2.58% | −60−0.7% | Reduced |
| 3Chopt Investment Partners, LLC | 8,958 | $3.05M | 1.53% | +262+3.0% | Added |
| BlackDiamond Wealth Management Inc. | 8,697 | $3.05M | 2.58% | +471+5.7% | Added |
| Keeler Thomas Management LLC | 8,973 | $3.06M | 1.23% | −879−8.9% | Reduced |
| Voloridge Investment Management, LLC | 8,999 | $3.06M | 0.01% | +8,999 | New |
| Wellspring Financial Advisors, LLC | 9,017 | $3.07M | 0.87% | +269+3.1% | Added |
| Signature Wealth Management Partners, LLC | 9,017 | $3.07M | 2.85% | −809−8.2% | Reduced |
| Goldstein Advisors, LLC | 9,032 | $3.08M | 0.64% | −108−1.2% | Reduced |
| Tortoise Investment Management, LLC | 9,038 | $3.08M | 0.46% | −205−2.2% | Reduced |
| Delta Capital Management LLC | 9,040 | $3.08M | 2.12% | −70−0.8% | Reduced |
| Pointe Capital Management LLC | 9,039 | $3.08M | 2.32% | −119−1.3% | Reduced |
| Legacy Bridge, LLC | 9,040 | $3.08M | 2.05% | +285+3.3% | Added |
| Glass Jacobson Investment Advisors llc | 9,050 | $3.08M | 1.41% | +9,050 | New |
| Industrial Alliance Investment Management Inc. | 9,058 | $3.08M | 1.63% | −876,723−99.0% | Reduced |
| Intercontinental Wealth Advisors, LLC | 9,060 | $3.09M | 0.74% | −2,415−21.0% | Reduced |
| East Coast Asset Management, LLC. | 9,093 | $3.10M | 1.39% | −445−4.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 9,102 | $3.10M | 0.91% | +59+0.7% | Added |
| Conway Capital Management, Inc. | 9,110 | $3.10M | 2.18% | +140+1.6% | Added |