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 |
|---|---|---|---|---|---|
| Traphagen Investment Advisors LLC | 11,191 | $3.81M | 0.50% | +1,303+13.2% | Added |
| Retirement Planning Co of New England, Inc. | 11,263 | $3.84M | 2.21% | −256−2.2% | Reduced |
| ESA Global Value Fund | 11,300 | $3.85M | 17.13% | −3,800−25.2% | Reduced |
| Coston, McIsaac & Partners | 11,306 | $3.85M | 1.32% | +119+1.1% | Added |
| Smith Shellnut Wilson LLC | 11,309 | $3.85M | 2.17% | −360−3.1% | Reduced |
| Proffitt & Goodson Inc | 11,310 | $3.85M | 0.76% | −387−3.3% | Reduced |
| Bullseye Investment Management, LLC | 11,348 | $3.85M | 2.80% | +128+1.1% | Added |
| One Wealth Advisors, LLC | 11,320 | $3.85M | 0.81% | −16−0.1% | Reduced |
| CoreFirst Bank & Trust | 11,320 | $3.85M | 2.71% | −1,429−11.2% | Reduced |
| CM Wealth Advisors LLC | 11,395 | $3.86M | 1.26% | +11,395 | New |
| MB, Levis & Associates, LLC | 11,330 | $3.86M | 2.47% | −29−0.3% | Reduced |
| Community Capital Management, Inc. | 11,350 | $3.87M | 5.37% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 11,356 | $3.87M | 2.89% | −286−2.5% | Reduced |
| HighVista Strategies LLC | 11,358 | $3.87M | 1.77% | +7,718+212.0% | Added |
| Exchange Bank | 11,359 | $3.87M | 3.74% | +11,359 | New |
| Adams Wealth Management | 11,373 | $3.87M | 1.21% | +243+2.2% | Added |
| Robbins Farley LLC | 11,387 | $3.88M | 2.82% | −2,334−17.0% | Reduced |
| Garden State Investment Advisory Services LLC | 11,391 | $3.88M | 1.72% | +1,742+18.1% | Added |
| Redmond Asset Management, LLC | 11,394 | $3.88M | 1.26% | −174−1.5% | Reduced |
| Cahaba Wealth Management, Inc. | 11,402 | $3.88M | 0.42% | −316−2.7% | Reduced |
| KLK Capital Management LLC | 11,414 | $3.89M | 4.92% | −626−5.2% | Reduced |
| Schear Investment Advisers, LLC | 11,416 | $3.89M | 4.11% | +593+5.5% | Added |
| Monticello Wealth Management, LLC | 11,418 | $3.89M | 0.40% | +983+9.4% | Added |
| Pacific Wealth Strategies Group, Inc. | 11,419 | $3.89M | 3.98% | +20.0% | Added |
| NFP Retirement, Inc. | 11,463 | $3.90M | 0.73% | +716+6.7% | Added |
| Diversified, LLC | 11,509 | $3.92M | 1.00% | −128−1.1% | Reduced |
| Gables Capital Management Inc. | 11,573 | $3.94M | 2.58% | −225−1.9% | Reduced |
| Affinity Investment Advisors, LLC | 11,577 | $3.94M | 2.28% | −6,329−35.3% | Reduced |
| Madden Securities Corp | 11,603 | $3.95M | 2.02% | −547−4.5% | Reduced |
| E&G Advisors, LP | 11,627 | $3.96M | 1.38% | −127−1.1% | Reduced |
| Relative Value Partners Group, LLC | 11,649 | $3.97M | 0.26% | −3,158−21.3% | Reduced |
| Ifrah Financial Services, Inc. | 11,654 | $3.97M | 1.20% | −102−0.9% | Reduced |
| Seven Mile Advisory | 11,677 | $3.98M | 4.63% | +11,677 | New |
| Cim, LLC | 11,678 | $3.98M | 0.74% | −2,218−16.0% | Reduced |
| Owen LaRue, LLC | 11,768 | $3.98M | 4.18% | +4,722+67.0% | Added |
| Spouting Rock Asset Management, LLC | 11,683 | $3.98M | 1.44% | −3,674−23.9% | Reduced |
| Cacti Asset Management LLC | 11,720 | $3.99M | 0.36% | −35−0.3% | Reduced |
| First National Bank | 11,721 | $3.99M | 3.29% | −476−3.9% | Reduced |
| Phocas Financial Corp. | 11,724 | $3.99M | 0.55% | +605+5.4% | Added |
| Terra Nova Asset Management LLC | 11,738 | $4.00M | 3.64% | +36+0.3% | Added |
| Aprio Wealth Management, LLC | 11,753 | $4.00M | 1.10% | −1,052−8.2% | Reduced |
| Levy Wealth Management Group, LLC | 11,758 | $4.00M | 1.19% | −478−3.9% | Reduced |
| Sloy Dahl & Holst, LLC | 11,777 | $4.01M | 0.73% | +1,414+13.6% | Added |
| Bigelow Investment Advisors, LLC | 11,783 | $4.01M | 2.19% | +111+1.0% | Added |
| Forte Asset Management LLC | 11,791 | $4.02M | 2.60% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 11,794 | $4.02M | 0.96% | +83+0.7% | Added |
| Todd Asset Management LLC | 11,795 | $4.02M | 0.09% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 11,803 | $4.02M | 0.28% | −1,367−10.4% | Reduced |
| Jacobsen Capital Management | 11,807 | $4.02M | 2.07% | +915+8.4% | Added |
| Mendel Capital Management LLC | 11,830 | $4.03M | 3.22% | −90−0.8% | Reduced |
| Wedge Capital Management L L P | 11,841 | $4.03M | 0.06% | −499−4.0% | Reduced |
| D.B. Root & Company, LLC | 11,848 | $4.03M | 1.53% | −1,143−8.8% | Reduced |
| Covenant Partners, LLC | 11,863 | $4.04M | 1.46% | +57+0.5% | Added |
| Altus Wealth Group LLC | 11,882 | $4.05M | 2.48% | −116−1.0% | Reduced |
| Hikari Tsushin, Inc. | 11,889 | $4.05M | 0.39% | 00.0% | Unchanged |
| Miller Investment Management, LP | 11,900 | $4.05M | 0.62% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 11,966 | $4.08M | 2.66% | −204−1.7% | Reduced |
| Archer Investment Corp | 11,984 | $4.08M | 1.45% | −246−2.0% | Reduced |
| Yost Capital Management, LP | 12,000 | $4.09M | 3.96% | +12,000 | New |
| Twin Focus Capital Partners, LLC | 12,017 | $4.09M | 0.83% | −201−1.6% | Reduced |
| Mainsail Financial Group, LLC | 12,022 | $4.09M | 3.84% | −508−4.1% | Reduced |
| Centric Wealth Management | 12,358 | $4.10M | 1.64% | +857+7.5% | Added |
| Tsai Capital Corp | 12,072 | $4.11M | 3.73% | −115−0.9% | Reduced |
| Eagle Bay Advisors LLC | 12,081 | $4.11M | 2.35% | −485−3.9% | Reduced |
| Eagle Strategies LLC | 12,085 | $4.12M | 1.00% | +354+3.0% | Added |
| Onyx Bridge Wealth Group LLC | 12,097 | $4.12M | 0.99% | +4,693+63.4% | Added |
| Mosaic Family Wealth Partners, LLC | 12,152 | $4.12M | 0.81% | +9+0.1% | Added |
| Magnolia Capital Advisors LLC | 12,113 | $4.12M | 2.07% | −785−6.1% | Reduced |
| High Net Worth Advisory Group LLC | 12,117 | $4.13M | 1.60% | +537+4.6% | Added |
| Windsor Group LTD | 12,139 | $4.13M | 0.74% | +124+1.0% | Added |
| Spinnaker Investment Group, LLC | 12,144 | $4.14M | 1.36% | +193+1.6% | Added |
| Bradley Mark J. | 12,169 | $4.14M | 4.11% | −6,365−34.3% | Reduced |
| Wealthspan Partners, LLC | 12,179 | $4.15M | 3.27% | −204−1.6% | Reduced |
| Alphadyne Asset Management LP | 12,184 | $4.15M | 12.70% | +6,243+105.1% | Added |
| MU Investments Co., Ltd. | 12,400 | $4.15M | 5.26% | −100−0.8% | Reduced |
| Argent Advisors, Inc. | 12,203 | $4.16M | 1.91% | −2,357−16.2% | Reduced |
| Certified Advisory Corp | 12,205 | $4.16M | 0.76% | −54−0.4% | Reduced |
| Geneva Capital Management LLC | 12,208 | $4.16M | 0.08% | −1,859−13.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 12,223 | $4.16M | 0.82% | +1,589+14.9% | Added |
| Compass Wealth Management LLC | 12,245 | $4.17M | 1.26% | +128+1.1% | Added |
| Legacy Capital Group California, Inc. | 12,256 | $4.17M | 1.72% | +6,375+108.4% | Added |
| Renasant Bank | 12,266 | $4.18M | 3.41% | −523−4.1% | Reduced |
| Worth Financial Advisory Group, LLC | 12,266 | $4.18M | 3.88% | −397−3.1% | Reduced |
| Peterson Wealth Services | 12,277 | $4.18M | 2.01% | +5,912+92.9% | Added |
| Lokken Investment Group LLC | 12,280 | $4.18M | 2.73% | −40−0.3% | Reduced |
| George Kaiser Family Foundation | 12,327 | $4.20M | 0.72% | −2,338−15.9% | Reduced |
| Richard W. Paul & Associates, LLC | 12,335 | $4.20M | 1.83% | −148−1.2% | Reduced |
| Gitterman Wealth Management, LLC | 12,335 | $4.20M | 1.96% | +500+4.2% | Added |
| Ashford Capital Management Inc | 12,338 | $4.20M | 0.59% | −142−1.1% | Reduced |
| Burt Wealth Advisors | 12,340 | $4.20M | 1.27% | −382−3.0% | Reduced |
| Resource Consulting Group Inc | 12,395 | $4.22M | 0.83% | +9,910+398.8% | Added |
| ELCO Management Co., LLC | 12,398 | $4.22M | 3.05% | −168−1.3% | Reduced |
| Okabena Investment Services Inc | 12,426 | $4.23M | 3.10% | −11,256−47.5% | Reduced |
| Royal Harbor Partners, LLC | 12,434 | $4.23M | 2.08% | +1,064+9.4% | Added |
| Pictet Bank & Trust Ltd | 12,437 | $4.24M | 3.46% | −304−2.4% | Reduced |
| Silver Lake Advisory, LLC | 12,450 | $4.24M | 2.27% | −67−0.5% | Reduced |
| Richelieu Gestion PLC | 12,456 | $4.24M | 3.53% | −2,129−14.6% | Reduced |
| RW Investment Management LLC | 12,472 | $4.25M | 0.88% | −2,473−16.5% | Reduced |
| Hudock, Inc. | 12,490 | $4.25M | 1.01% | −157−1.2% | Reduced |
| Hamilton Capital, LLC | 12,514 | $4.26M | 0.30% | +127+1.0% | Added |