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 |
|---|---|---|---|---|---|
| Mezzasalma Advisors, LLC | 10,099 | $3.44M | 2.09% | +154+1.5% | Added |
| Sonen Capital LLC | 10,104 | $3.44M | 5.71% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 10,116 | $3.44M | 1.70% | −30.0% | Reduced |
| Channing Global Advisors, LLC | 10,117 | $3.45M | 3.49% | −127−1.2% | Reduced |
| New Jersey Better Educational Savings Trust | 10,124 | $3.45M | 8.12% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10,144 | $3.45M | 0.44% | +394+4.0% | Added |
| Left Brain Wealth Management, LLC | 10,151 | $3.46M | 2.11% | +1,725+20.5% | Added |
| Financial Council Asset Management Inc | 10,152 | $3.46M | 2.64% | −131−1.3% | Reduced |
| Signature Wealth Management Group | 10,157 | $3.46M | 1.61% | −1,960−16.2% | Reduced |
| Cardinal Strategic Wealth Guidance | 10,199 | $3.46M | 1.54% | +100+1.0% | Added |
| West Paces Advisors Inc. | 10,229 | $3.48M | 1.03% | −1,086−9.6% | Reduced |
| Satovsky Asset Management LLC | 10,233 | $3.48M | 1.18% | −168−1.6% | Reduced |
| TSFG, LLC | 10,233 | $3.48M | 1.30% | −75−0.7% | Reduced |
| Syntal Capital Partners, LLC | 10,234 | $3.49M | 1.40% | +3,319+48.0% | Added |
| River Street Advisors LLC | 10,251 | $3.49M | 3.33% | −710−6.5% | Reduced |
| McGowan Group Asset Management, Inc. | 10,259 | $3.49M | 0.54% | −198−1.9% | Reduced |
| KC Investment Advisors, LLC | 10,264 | $3.50M | 2.37% | +2,223+27.6% | Added |
| Aletheian Wealth Advisors LLC | 10,280 | $3.50M | 2.40% | +1,553+17.8% | Added |
| Pinnacle Wealth Management, LLC | 10,302 | $3.51M | 3.54% | +10,302 | New |
| JJJ Advisors Inc. | 10,304 | $3.51M | 0.97% | +175+1.7% | Added |
| Towercrest Capital Management | 10,304 | $3.51M | 0.65% | +756+7.9% | Added |
| PCA Investment Advisory Services Inc. | 10,306 | $3.51M | 2.09% | −84−0.8% | Reduced |
| First Capital Advisors Group, LLC. | 10,307 | $3.51M | 1.83% | −488−4.5% | Reduced |
| Front Street Capital Management, Inc. | 10,323 | $3.52M | 0.74% | −1,726−14.3% | Reduced |
| Sowa Financial Group, Inc. | 10,323 | $3.52M | 2.41% | −119−1.1% | Reduced |
| CKW Financial Group | 10,323 | $3.52M | 0.52% | +447+4.5% | Added |
| WT Wealth Management | 10,351 | $3.52M | 1.46% | −2,982−22.4% | Reduced |
| Colonial River Wealth Management, LLC | 10,352 | $3.53M | 2.32% | +1,326+14.7% | Added |
| Benchmark Financial Wealth Advisors, LLC | 10,358 | $3.53M | 1.64% | −125−1.2% | Reduced |
| Ledge Wealth Management, Inc. | 10,367 | $3.53M | 1.69% | −2,598−20.0% | Reduced |
| MRP Capital Investments, LLC | 10,374 | $3.53M | 3.46% | −864−7.7% | Reduced |
| Lodestar Private Asset Management LLC | 10,375 | $3.53M | 0.59% | +149+1.5% | Added |
| CFS Investment Advisory Services, LLC | 10,375 | $3.53M | 0.45% | +10,375 | New |
| TMD Wealth Management, LLC | 10,379 | $3.53M | 0.92% | +441+4.4% | Added |
| RF&L Wealth Management, LLC | 10,381 | $3.54M | 3.23% | 00.0% | Unchanged |
| Iron Financial, LLC | 10,400 | $3.54M | 1.90% | −83−0.8% | Reduced |
| Arvest Trust Co N A | 10,544 | $3.54M | 0.21% | +372+3.7% | Added |
| Calton & Associates, Inc. | 10,404 | $3.54M | 1.65% | −502−4.6% | Reduced |
| Driehaus Capital Management LLC | 10,415 | $3.55M | 0.04% | +6,159+144.7% | Added |
| Etesian Wealth Advisors, Inc. | 10,436 | $3.55M | 2.32% | −90−0.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 10,460 | $3.56M | 1.09% | +835+8.7% | Added |
| MJP Associates Inc | 10,465 | $3.56M | 1.18% | −98−0.9% | Reduced |
| JFS Wealth Advisors, LLC | 10,475 | $3.57M | 0.32% | −133−1.3% | Reduced |
| Sound Income Strategies, LLC | 10,478 | $3.57M | 0.37% | +507+5.1% | Added |
| Norris Financial Group, LLC | 10,481 | $3.57M | 2.47% | +257+2.5% | Added |
| Madison Wealth Partners, Inc | 10,493 | $3.57M | 1.67% | +13+0.1% | Added |
| Sassicaia Capital Advisers LLC | 10,499 | $3.58M | 3.06% | −82,265−88.7% | Reduced |
| Tectonic Advisors LLC | 10,500 | $3.58M | 0.44% | −543−4.9% | Reduced |
| Bouchey Financial Group Ltd | 10,506 | $3.58M | 0.43% | +168+1.6% | Added |
| Opal Wealth Advisors, LLC | 10,509 | $3.58M | 1.79% | +1,719+19.6% | Added |
| Barrett & Company, Inc. | 10,523 | $3.58M | 2.08% | +210+2.0% | Added |
| Vantage Financial Partners Ltd., Inc. | 10,526 | $3.58M | 1.99% | −3,100−22.8% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 10,538 | $3.59M | 1.82% | 00.0% | Unchanged |
| Affiance Financial, LLC | 10,549 | $3.59M | 1.75% | +187+1.8% | Added |
| Financial Sense Advisors, Inc. | 10,566 | $3.60M | 1.64% | −1,248−10.6% | Reduced |
| Eagle Bluffs Wealth Management LLC | 10,577 | $3.60M | 2.78% | +31+0.3% | Added |
| Arcataur Capital Management LLC | 10,589 | $3.61M | 1.48% | +10,589 | New |
| GEM Asset Management, LLC | 10,601 | $3.61M | 2.79% | −144−1.3% | Reduced |
| Purus Wealth Management, LLC | 10,613 | $3.61M | 2.34% | +1,393+15.1% | Added |
| Woodard & Co Asset Management Group Inc | 10,661 | $3.63M | 1.20% | −108−1.0% | Reduced |
| Blackhawk Capital Partners LLC. | 10,669 | $3.63M | 2.52% | −1,627−13.2% | Reduced |
| Cladis Investment Advisory, LLC | 10,672 | $3.63M | 3.16% | −517−4.6% | Reduced |
| Source Financial Advisors LLC | 10,673 | $3.63M | 1.19% | +443+4.3% | Added |
| ERn Financial, LLC | 10,674 | $3.63M | 0.76% | +167+1.6% | Added |
| Game Creek Capital, LP | 10,710 | $3.65M | 2.41% | −790−6.9% | Reduced |
| Samalin Investment Counsel, LLC | 10,725 | $3.65M | 1.97% | +745+7.5% | Added |
| Brooktree Capital Management | 10,740 | $3.66M | 2.78% | −1,797−14.3% | Reduced |
| Five Oceans Advisors | 10,744 | $3.66M | 2.36% | +35+0.3% | Added |
| Alesco Advisors LLC | 10,747 | $3.66M | 0.13% | −45−0.4% | Reduced |
| Carr Financial Group Corp | 10,761 | $3.66M | 1.46% | +417+4.0% | Added |
| Weiss Asset Management LP | 10,788 | $3.67M | 0.47% | +9,262+606.9% | Added |
| Delphi Financial Group, Inc. | 10,800 | $3.68M | 1.87% | 00.0% | Unchanged |
| Bassett Hargrove Investment Counsel, LLC | 15,295 | $3.69M | 6.90% | −49−0.3% | Reduced |
| Horizon Wealth Management, LLC | 10,840 | $3.69M | 1.46% | +398+3.8% | Added |
| Venator Capital Management Ltd. | 10,855 | $3.70M | 4.48% | −1,645−13.2% | Reduced |
| PBMares Wealth Management LLC | 10,863 | $3.70M | 1.32% | +63+0.6% | Added |
| WealthBridge Capital Management, LLC | 10,870 | $3.70M | 1.48% | −1,667−13.3% | Reduced |
| Investment Advisory Group, LLC | 10,884 | $3.70M | 1.90% | +1,097+11.2% | Added |
| Walker Asset Management, LLC | 10,895 | $3.71M | 3.06% | +79+0.7% | Added |
| Northstar Group, Inc. | 10,899 | $3.71M | 0.87% | +79+0.7% | Added |
| Nvest Financial, LLC | 10,908 | $3.71M | 3.25% | +350+3.3% | Added |
| WJ Wealth Management, LLC | 10,910 | $3.72M | 1.76% | +8,613+375.0% | Added |
| Audent Global Asset Management, LLC | 10,921 | $3.72M | 4.44% | −9,580−46.7% | Reduced |
| Keene & Associates, Inc. | 10,933 | $3.72M | 2.89% | −3,009−21.6% | Reduced |
| TFB Advisors LLC | 10,936 | $3.72M | 1.62% | +1,689+18.3% | Added |
| Crystal Rock Capital Management | 10,975 | $3.74M | 2.76% | +750+7.3% | Added |
| Ameliora Wealth Management Ltd. | 11,295 | $3.75M | 2.31% | −1,911−14.5% | Reduced |
| Sterling Investment Management, Inc. | 11,004 | $3.75M | 2.97% | −134−1.2% | Reduced |
| Access Financial Services, Inc. | 11,014 | $3.75M | 2.19% | −819−6.9% | Reduced |
| Cahill Financial Advisors Inc | 11,041 | $3.76M | 0.61% | +42+0.4% | Added |
| Caldwell Sutter Capital, Inc. | 11,055 | $3.76M | 1.97% | +3,309+42.7% | Added |
| Tilia Fiduciary Partners, Inc. | 11,059 | $3.77M | 3.36% | +275+2.6% | Added |
| Taylor Hoffman Wealth Management | 11,059 | $3.77M | 1.88% | +56+0.5% | Added |
| Commons Capital, LLC | 11,073 | $3.77M | 5.69% | +205+1.9% | Added |
| Redwood Wealth Management Group, LLC | 11,082 | $3.77M | 4.18% | +108+1.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 11,085 | $3.78M | 1.61% | −855−7.2% | Reduced |
| Wulff, Hansen & Co. | 11,102 | $3.78M | 4.23% | +1,260+12.8% | Added |
| West Bancorporation Inc | 11,131 | $3.79M | 2.55% | +253+2.3% | Added |
| tru Independence LLC | 11,165 | $3.80M | 1.25% | −1,324−10.6% | Reduced |
| Derbend Asset Management | 11,168 | $3.80M | 2.58% | +388+3.6% | Added |