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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Traverso Chambers Private Wealth Management, LLC | 9,137 | $3.11M | 0.82% | −31−0.3% | Reduced |
| Guidance Capital, Inc | 9,698 | $3.11M | 1.35% | +9,698 | New |
| Karani Asset Management LLC | 9,143 | $3.11M | 3.14% | +536+6.2% | Added |
| Grace & White Inc | 9,150 | $3.12M | 0.57% | 00.0% | Unchanged |
| Waycross Investment Management Co | 9,161 | $3.12M | 3.25% | −74−0.8% | Reduced |
| Indiana Trust & Investment Management CO | 9,183 | $3.13M | 1.60% | −113−1.2% | Reduced |
| Massachusetts Wealth Management | 9,203 | $3.13M | 3.00% | +125+1.4% | Added |
| Kerntke Otto McGlone Wealth Management Group | 9,219 | $3.14M | 3.07% | −447−4.6% | Reduced |
| Werba Rubin Papier Wealth Management | 9,222 | $3.14M | 1.09% | +1,042+12.7% | Added |
| Invenio Wealth Partners LLC | 9,225 | $3.14M | 3.56% | +9,225 | New |
| Peninsula Wealth, LLC | 9,231 | $3.14M | 0.82% | +184+2.0% | Added |
| NWF Advisory Services Inc. | 9,249 | $3.15M | 0.73% | 00.0% | Unchanged |
| Garner Asset Management Corp | 9,250 | $3.15M | 1.83% | −1,587−14.6% | Reduced |
| Column Capital Advisors, LLC | 9,253 | $3.15M | 0.44% | +1,039+12.6% | Added |
| Omnia Family Wealth, LLC | 9,256 | $3.15M | 2.14% | −40−0.4% | Reduced |
| IAM Advisory, LLC | 9,285 | $3.16M | 1.08% | +280+3.1% | Added |
| Concentrum Wealth Management | 9,326 | $3.18M | 2.03% | +268+3.0% | Added |
| Acima Private Wealth, LLC | 9,326 | $3.18M | 1.52% | 00.0% | Unchanged |
| Retirement Planning Group | 9,335 | $3.18M | 0.32% | +139+1.5% | Added |
| Flaharty Asset Management, LLC | 9,339 | $3.18M | 0.54% | −583−5.9% | Reduced |
| MBA Advisors LLC | 9,367 | $3.19M | 1.91% | −595−6.0% | Reduced |
| Almanack Investment Partners, LLC. | 9,368 | $3.19M | 0.56% | −118−1.2% | Reduced |
| Focused Wealth Management, Inc | 9,377 | $3.19M | 0.58% | +194+2.1% | Added |
| First International Bank & Trust | 9,383 | $3.20M | 1.02% | −1,780−15.9% | Reduced |
| Precept Management LLC | 40,000 | $3.20M | 6.83% | +30,600+325.5% | Added |
| Point72 Hong Kong Ltd | 9,400 | $3.20M | 0.95% | +9,400 | New |
| Advance Capital Management, Inc. | 9,402 | $3.20M | 0.36% | +2,434+34.9% | Added |
| KLR Investment Advisors, LLC | 9,405 | $3.20M | 2.64% | −33−0.3% | Reduced |
| Berkeley, Inc | 9,417 | $3.21M | 2.16% | +30.0% | Added |
| Tributary Capital Management, LLC | 9,417 | $3.21M | 0.29% | −529−5.3% | Reduced |
| Walker Financial Services, Inc. | 9,434 | $3.21M | 3.17% | +187+2.0% | Added |
| Monte Financial Group, LLC | 9,440 | $3.21M | 1.57% | −1,001−9.6% | Reduced |
| Carson Advisory Inc. | 9,441 | $3.21M | 2.72% | −112−1.2% | Reduced |
| Paragon Financial Partners, Inc. | 9,443 | $3.22M | 3.04% | −47−0.5% | Reduced |
| Cross Staff Investments Inc | 9,448 | $3.22M | 2.95% | +101+1.1% | Added |
| Herr Investment Group LLC | 9,451 | $3.22M | 0.97% | −15−0.2% | Reduced |
| Laraway Financial Inc | 9,469 | $3.22M | 3.19% | −402−4.1% | Reduced |
| Riverpark Capital Management LLC | 9,481 | $3.23M | 5.72% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 9,487 | $3.23M | 0.49% | +14+0.1% | Added |
| HF Advisory Group, LLC | 9,488 | $3.23M | 2.55% | −3,052−24.3% | Reduced |
| Integrity Financial Corp | 9,505 | $3.24M | 2.43% | −1,933−16.9% | Reduced |
| Beirne Wealth Consulting Services, LLC | 9,505 | $3.24M | 2.58% | 00.0% | Unchanged |
| HT Partners LLC | 9,506 | $3.24M | 0.93% | −22−0.2% | Reduced |
| Fairbanks Capital Management, Inc. | 9,428 | $3.24M | 2.52% | −246−2.5% | Reduced |
| Insight Inv LLC | 9,540 | $3.25M | 3.34% | +28+0.3% | Added |
| Well Done, LLC | 9,545 | $3.25M | 0.69% | −2,322−19.6% | Reduced |
| Cavalier Investments, LLC | 9,546 | $3.25M | 1.18% | +7,022+278.2% | Added |
| Horizon Kinetics Asset Management LLC | 9,546 | $3.25M | 0.07% | +10+0.1% | Added |
| Luts & Greenleigh Group, Inc | 9,569 | $3.26M | 4.02% | +139+1.5% | Added |
| Parametrica Management Ltd | 9,580 | $3.26M | 6.28% | −17,766−65.0% | Reduced |
| Affinity Capital Advisors, LLC | 9,603 | $3.27M | 0.89% | +99+1.0% | Added |
| Semus Wealth Partners LLC | 9,604 | $3.27M | 3.00% | +335+3.6% | Added |
| PFW Advisors LLC | 10,212 | $3.28M | 1.09% | +10,212 | New |
| Argus Investors' Counsel, Inc. | 9,631 | $3.28M | 2.27% | +106+1.1% | Added |
| Marshall Financial Group LLC | 9,655 | $3.29M | 1.12% | +178+1.9% | Added |
| Rbo & Co LLC | 9,670 | $3.29M | 0.56% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 9,670 | $3.29M | 3.06% | −21−0.2% | Reduced |
| Rede Wealth, LLC | 9,674 | $3.29M | 1.56% | +21+0.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 9,682 | $3.30M | 0.02% | +2,511+35.0% | Added |
| McAlister, Sweet & Associates, Inc. | 9,690 | $3.30M | 2.84% | +369+4.0% | Added |
| American Institute for Advanced Investment Management, LLP | 9,707 | $3.31M | 2.89% | +1,007+11.6% | Added |
| Waypoint Capital Advisors, LLC | 9,716 | $3.31M | 1.03% | +243+2.6% | Added |
| Rock Creek Group, LP | 9,730 | $3.31M | 0.48% | −3,969−29.0% | Reduced |
| Pring Turner Capital Group Inc | 9,736 | $3.32M | 3.04% | −30−0.3% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 9,758 | $3.32M | 2.05% | −868−8.2% | Reduced |
| Libra Wealth LLC | 9,760 | $3.32M | 1.81% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 9,766 | $3.33M | 0.71% | +20+0.2% | Added |
| Flynn Zito Capital Management, LLC | 9,767 | $3.33M | 2.25% | −726−6.9% | Reduced |
| Colton Groome Financial Advisors, LLC | 9,783 | $3.33M | 1.56% | +1,384+16.5% | Added |
| Mayport, LLC | 9,788 | $3.33M | 1.89% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 9,813 | $3.34M | 2.55% | −3,919−28.5% | Reduced |
| Lumbard & Kellner, LLC | 9,844 | $3.34M | 1.87% | −122−1.2% | Reduced |
| Prentice Wealth Management LLC | 9,837 | $3.35M | 1.52% | −174−1.7% | Reduced |
| Triumph Capital Management | 9,840 | $3.35M | 1.52% | −1,319−11.8% | Reduced |
| Oak Asset Management, LLC | 9,851 | $3.35M | 1.39% | +134+1.4% | Added |
| Intrinsic Value Partners, LLC | 9,872 | $3.36M | 4.24% | −250−2.5% | Reduced |
| Knightsbridge Asset Management, LLC | 9,920 | $3.38M | 1.09% | −10,009−50.2% | Reduced |
| Provence Wealth Management Group | 9,929 | $3.38M | 1.99% | −67−0.7% | Reduced |
| Windmill Hill Asset Management Ltd | 9,934 | $3.38M | 1.52% | −5,611−36.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 9,957 | $3.39M | 1.76% | −20.0% | Reduced |
| Running Point Capital Advisors, LLC | 9,960 | $3.39M | 1.90% | +114+1.2% | Added |
| Prentiss Smith & Co Inc | 9,962 | $3.39M | 2.55% | +54+0.5% | Added |
| WR Wealth Planners, LLC | 9,972 | $3.40M | 1.32% | +2,419+32.0% | Added |
| Cypress Wealth Services, LLC | 9,846 | $3.40M | 0.89% | +1,226+14.2% | Added |
| Zimmer Partners, LP | 10,000 | $3.41M | 0.09% | −1,400−12.3% | Reduced |
| Forest Hill Capital, LLC | 10,000 | $3.41M | 1.62% | 00.0% | Unchanged |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 10,001 | $3.41M | 0.07% | +10,001 | New |
| Aire Advisors, LLC | 10,008 | $3.41M | 0.90% | +363+3.8% | Added |
| Ellenbecker Investment Group | 10,012 | $3.41M | 0.86% | +334+3.5% | Added |
| AAFMAA Wealth Management & Trust LLC | 10,015 | $3.41M | 2.82% | −2,066−17.1% | Reduced |
| Alliance Wealth Advisors, LLC | 10,031 | $3.42M | 2.44% | −666−6.2% | Reduced |
| Green Harvest Asset Management LLC | 10,032 | $3.42M | 0.13% | −9,370−48.3% | Reduced |
| GoalVest Advisory LLC | 10,049 | $3.42M | 1.77% | −573−5.4% | Reduced |
| Truvestments Capital LLC | 10,051 | $3.42M | 1.70% | +160+1.6% | Added |
| Landaas & Co | 10,069 | $3.43M | 1.51% | +631+6.7% | Added |
| Evergreen Wealth Solutions, LLC | 10,074 | $3.43M | 3.46% | −767−7.1% | Reduced |
| Cynosure Management, LLC | 10,075 | $3.43M | 1.03% | +10,075 | New |
| Robinswood Financial LLC | 10,095 | $3.44M | 1.60% | +10,095 | New |
| Elevated Capital Advisors, LLC | 10,097 | $3.44M | 1.14% | +331+3.4% | Added |
| Accuvest Global Advisors | 10,100 | $3.44M | 1.76% | +341+3.5% | Added |