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 |
|---|---|---|---|---|---|
| HBC Financial Services, PLLC | 11,861 | $4.26M | 3.08% | −2,179−15.5% | Reduced |
| Ironwood Financial, llc | 12,553 | $4.27M | 1.12% | −555−4.2% | Reduced |
| Capstone Investment Advisors, LLC | 12,567 | $4.28M | 0.13% | −42,582−77.2% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 12,580 | $4.28M | 2.13% | −839−6.3% | Reduced |
| Prosperity Consulting Group, LLC | 12,624 | $4.30M | 2.64% | −546−4.1% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 12,635 | $4.30M | 0.94% | −406−3.1% | Reduced |
| Missouri Trust & Investment Co | 12,642 | $4.31M | 2.42% | +923+7.9% | Added |
| Western Pacific Wealth Management, LP | 12,645 | $4.31M | 3.26% | +173+1.4% | Added |
| Gateway Wealth Partners, LLC | 12,663 | $4.31M | 0.77% | +2,058+19.4% | Added |
| DAGCO, Inc. | 12,786 | $4.32M | 2.15% | −234−1.8% | Reduced |
| Day & Ennis, LLC | 12,699 | $4.32M | 1.64% | +46+0.4% | Added |
| Virtu Financial LLC | 12,725 | $4.33M | 0.33% | +12,725 | New |
| Total Clarity Wealth Management, Inc. | 12,724 | $4.33M | 2.15% | +340+2.7% | Added |
| Great Point Wealth Advisors, LLC | 12,746 | $4.34M | 1.30% | −103−0.8% | Reduced |
| City State Bank | 12,751 | $4.34M | 2.34% | −547−4.1% | Reduced |
| Monograph Wealth Advisors, LLC | 12,770 | $4.35M | 0.93% | +10,342+425.9% | Added |
| Centiva Capital, LP | 12,772 | $4.35M | 0.22% | +12,772 | New |
| Vigilare Wealth Management | 12,772 | $4.35M | 2.51% | −116−0.9% | Reduced |
| Ocean Capital Management, LLC | 12,793 | $4.36M | 1.96% | +1,287+11.2% | Added |
| Consilium Wealth Advisory, LLC | 12,815 | $4.36M | 3.02% | +1,986+18.3% | Added |
| VisionPoint Advisory Group, LLC | 12,822 | $4.37M | 1.79% | −4,224−24.8% | Reduced |
| Accretive Wealth Partners, LLC | 12,833 | $4.37M | 2.59% | +192+1.5% | Added |
| Invesco, LLC | 12,839 | $4.37M | 2.15% | +12,839 | New |
| KLCM Advisors, Inc. | 12,853 | $4.38M | 0.86% | +800+6.6% | Added |
| Elevatus Welath Management | 12,858 | $4.38M | 3.04% | +12,858 | New |
| McLean Asset Management Corp | 12,861 | $4.38M | 1.72% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 12,861 | $4.38M | 2.04% | −345−2.6% | Reduced |
| Second Half Financial Partners, LLC | 12,867 | $4.38M | 1.00% | +11,840+1,152.9% | Added |
| O'Rourke & Company, Inc | 12,868 | $4.38M | 3.07% | +122+1.0% | Added |
| LBMC Investment Advisors, LLC | 12,894 | $4.39M | 0.43% | −193−1.5% | Reduced |
| Reitz Capital Advisors LLC | 33,500 | $4.40M | 4.02% | +23,450+233.3% | Added |
| Coppell Advisory Solutions LLC | 13,156 | $4.41M | 1.30% | −3,117−19.2% | Reduced |
| Smith Anglin Financial, LLC | 12,950 | $4.41M | 0.54% | +1,022+8.6% | Added |
| Lifeworks Advisors, LLC | 12,967 | $4.42M | 1.88% | −719−5.3% | Reduced |
| Palumbo Wealth Management LLC | 12,968 | $4.42M | 2.70% | −60.0% | Reduced |
| Bowman & Co S.C. | 12,986 | $4.43M | 3.35% | +200+1.6% | Added |
| Olstein Capital Management, L.P. | 13,000 | $4.43M | 0.72% | −13,000−50.0% | Reduced |
| KWB Wealth | 13,027 | $4.44M | 0.70% | +1,252+10.6% | Added |
| Dudley & Shanley, Inc. | 13,034 | $4.44M | 0.80% | 00.0% | Unchanged |
| Bay Rivers Group | 13,047 | $4.44M | 3.33% | −464−3.4% | Reduced |
| Stiles Financial Services Inc | 13,050 | $4.44M | 2.21% | −274−2.1% | Reduced |
| Invst, LLC | 13,058 | $4.45M | 0.64% | +256+2.0% | Added |
| Montz Harcus Wealth Management LLC | 13,070 | $4.45M | 3.68% | +167+1.3% | Added |
| SAM Advisors, LLC | 13,084 | $4.46M | 1.85% | −1,221−8.5% | Reduced |
| STAR Financial Bank | 13,090 | $4.46M | 4.16% | −92−0.7% | Reduced |
| Masso Torrence Wealth Management Inc. | 13,125 | $4.47M | 3.22% | −231−1.7% | Reduced |
| James J. Burns & Company, LLC | 13,130 | $4.47M | 1.13% | +11+0.1% | Added |
| Innovis Asset Management LLC | 13,133 | $4.47M | 1.65% | +9,374+249.4% | Added |
| Investors Research Corp | 13,144 | $4.48M | 1.13% | −82−0.6% | Reduced |
| Amplius Wealth Advisors, LLC | 13,154 | $4.48M | 0.60% | +230+1.8% | Added |
| Monterey Private Wealth, Inc. | 13,180 | $4.49M | 2.17% | −157−1.2% | Reduced |
| Sandy Cove Advisors, LLC | 13,189 | $4.49M | 2.56% | +2,525+23.7% | Added |
| Quantum Financial Advisors, LLC | 13,231 | $4.51M | 1.33% | 00.0% | Unchanged |
| Blue Investment Partners LLC | 13,231 | $4.51M | 3.44% | +226+1.7% | Added |
| Capstone Financial Advisors, Inc. | 13,251 | $4.51M | 0.34% | −228−1.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 13,265 | $4.52M | 0.30% | +40+0.3% | Added |
| First Heartland Consultants, Inc. | 13,279 | $4.52M | 0.59% | −13−0.1% | Reduced |
| Cabot Wealth Management Inc | 13,282 | $4.52M | 0.68% | +78+0.6% | Added |
| Crescent Sterling, Ltd. | 13,299 | $4.53M | 4.30% | −405−3.0% | Reduced |
| Sweet Financial Partners, LLC | 13,301 | $4.53M | 1.18% | +961+7.8% | Added |
| SFE Investment Counsel | 13,303 | $4.53M | 1.28% | +278+2.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 13,140 | $4.54M | 2.40% | −602−4.4% | Reduced |
| Roof Eidam & Maycock | 13,353 | $4.55M | 1.52% | −960−6.7% | Reduced |
| Patriot Investment Management Inc. | 13,358 | $4.55M | 0.38% | −850−6.0% | Reduced |
| Peddock Capital Advisors, LLC | 13,364 | $4.55M | 1.50% | +124+0.9% | Added |
| Orion Capital Management LLC | 13,368 | $4.55M | 3.00% | −1,070−7.4% | Reduced |
| Viewpoint Capital Management LLC | 13,369 | $4.55M | 3.52% | +544+4.2% | Added |
| Berkeley Capital Partners, LLC | 13,377 | $4.56M | 1.61% | −350−2.5% | Reduced |
| West Oak Capital, LLC | 13,386 | $4.56M | 2.21% | −570−4.1% | Reduced |
| Eudaimonia Advisors LLC | 13,400 | $4.56M | 3.06% | −484−3.5% | Reduced |
| Greenup Street Wealth Management LLC | 13,404 | $4.56M | 1.25% | −3,032−18.4% | Reduced |
| HITE Hedge Asset Management LLC | 13,412 | $4.57M | 0.53% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 13,418 | $4.57M | 0.59% | −374−2.7% | Reduced |
| Pinnacle Holdings, LLC | 13,433 | $4.57M | 2.04% | +27+0.2% | Added |
| Capital Management Associates | 13,451 | $4.58M | 6.73% | −78−0.6% | Reduced |
| Waterloo Capital, L.P. | 13,473 | $4.59M | 1.35% | −818−5.7% | Reduced |
| Rockingstone Advisors LLC | 13,477 | $4.59M | 2.59% | +259+2.0% | Added |
| LifeSteps Financial, Inc. | 13,479 | $4.59M | 4.54% | +179+1.3% | Added |
| Cape Investment Advisory, Inc. | 13,479 | $4.59M | 2.56% | −1,382−9.3% | Reduced |
| UBS Oconnor LLC | 13,492 | $4.59M | 0.10% | −10,187−43.0% | Reduced |
| Ballast, Inc. | 13,499 | $4.60M | 1.76% | +1,994+17.3% | Added |
| TFC Financial Management | 13,499 | $4.60M | 1.13% | −176−1.3% | Reduced |
| Van Den Berg Management I, Inc | 13,543 | $4.61M | 1.66% | −91−0.7% | Reduced |
| Riverview Trust Co | 13,545 | $4.61M | 4.18% | −758−5.3% | Reduced |
| Clean Yield Group | 13,565 | $4.62M | 1.90% | +120+0.9% | Added |
| Howard Capital Management Inc. | 13,570 | $4.62M | 0.62% | +2,221+19.6% | Added |
| NewSquare Capital LLC | 13,573 | $4.62M | 0.48% | +650+5.0% | Added |
| William Allan, LLC | 13,582 | $4.63M | 3.54% | −218−1.6% | Reduced |
| Vetamer Capital Management, L.P. | 13,603 | $4.63M | 7.15% | +3,758+38.2% | Added |
| Marion Wealth Management | 13,626 | $4.64M | 1.65% | −113−0.8% | Reduced |
| Atwater Malick LLC | 13,642 | $4.65M | 1.98% | +12,714+1,370.0% | Added |
| Benchmark Investment Advisors LLC | 13,658 | $4.65M | 4.29% | −521−3.7% | Reduced |
| Applied Capital LLC | 13,673 | $4.66M | 4.41% | −14−0.1% | Reduced |
| ORG Partners LLC | 13,758 | $4.67M | 0.76% | −2,384−14.8% | Reduced |
| 626 Financial, LLC | 13,702 | $4.67M | 2.98% | −529−3.7% | Reduced |
| Kessler Investment Group, LLC | 13,717 | $4.67M | 3.29% | +386+2.9% | Added |
| Seldon Capital LP | 13,726 | $4.67M | 5.00% | +8,600+167.8% | Added |
| Gemmer Asset Management LLC | 13,736 | $4.68M | 0.64% | +378+2.8% | Added |
| UMA Financial Services, Inc. | 13,840 | $4.68M | 1.16% | +13+0.1% | Added |
| Sutton Wealth Advisors Inc. | 13,747 | $4.68M | 2.27% | +771+5.9% | Added |