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 |
|---|---|---|---|---|---|
| Symmetry Investments LP | 13,759 | $4.69M | 1.35% | +10,459+316.9% | Added |
| Palouse Capital Management, Inc. | 13,764 | $4.69M | 3.28% | −1,226−8.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 13,766 | $4.69M | 5.01% | −37−0.3% | Reduced |
| Paragon Private Wealth Management, LLC | 13,807 | $4.70M | 3.74% | +140+1.0% | Added |
| Insight Wealth Strategies, LLC | 13,845 | $4.71M | 0.90% | −443−3.1% | Reduced |
| Orser Capital Management, LLC | 13,869 | $4.72M | 4.81% | −280−2.0% | Reduced |
| Rational Advisors LLC | 13,901 | $4.73M | 0.39% | +692+5.2% | Added |
| Eaton Financial Holdings Company, LLC | 13,917 | $4.74M | 3.57% | −1,357−8.9% | Reduced |
| Sierra Capital LLC | 13,937 | $4.75M | 0.75% | −389−2.7% | Reduced |
| North Ridge Wealth Advisors, Inc. | 13,948 | $4.75M | 4.54% | −3,057−18.0% | Reduced |
| Wealthquest Corp | 13,952 | $4.75M | 0.57% | −101−0.7% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 13,959 | $4.75M | 3.90% | −206−1.5% | Reduced |
| Aull & Monroe Investment Management Corp | 13,960 | $4.75M | 2.39% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 13,961 | $4.75M | 2.58% | −61−0.4% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 13,963 | $4.75M | 4.14% | −1,897−12.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 13,969 | $4.76M | 1.09% | +55+0.4% | Added |
| Addison Capital Co | 13,979 | $4.76M | 3.40% | +100+0.7% | Added |
| Financial Management Network Inc | 14,087 | $4.76M | 1.66% | −291−2.0% | Reduced |
| Long Run Wealth Advisors, LLC | 13,983 | $4.76M | 1.52% | −810−5.5% | Reduced |
| Chemistry Wealth Management LLC | 14,024 | $4.78M | 1.55% | +300+2.2% | Added |
| Creative Financial Designs Inc | 14,024 | $4.78M | 0.56% | −1,106−7.3% | Reduced |
| Lodestone Wealth Management LLC | 14,035 | $4.78M | 3.30% | −110−0.8% | Reduced |
| Madden Advisory Services, Inc. | 14,044 | $4.78M | 3.10% | +14+0.1% | Added |
| Veracity Capital LLC | 14,073 | $4.79M | 2.04% | +959+7.3% | Added |
| Successful Portfolios LLC | 14,076 | $4.79M | 4.13% | −2,296−14.0% | Reduced |
| New England Research & Management, Inc. | 14,098 | $4.80M | 2.78% | −1,566−10.0% | Reduced |
| Butensky & Cohen Financial Security, Inc | 14,105 | $4.80M | 1.73% | −1,474−9.5% | Reduced |
| Patron Partners Advisors, LLC | 14,109 | $4.80M | 3.40% | −154−1.1% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 14,131 | $4.81M | 2.79% | −951−6.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,152 | $4.82M | 3.01% | −608−4.1% | Reduced |
| Waterfront Wealth Inc. | 13,799 | $4.83M | 1.44% | −63−0.5% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 14,210 | $4.84M | 1.82% | −268−1.9% | Reduced |
| Kerrisdale Advisers, LLC | 14,226 | $4.84M | 1.31% | −780−5.2% | Reduced |
| Gould Capital, LLC | 14,242 | $4.85M | 3.71% | −635−4.3% | Reduced |
| Bancreek Capital Management, LP | 14,266 | $4.86M | 3.70% | +104+0.7% | Added |
| Wedgewood Investors Inc | 14,276 | $4.86M | 6.23% | −415−2.8% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 14,278 | $4.86M | 3.09% | +40+0.3% | Added |
| Clay Northam Wealth Management, LLC | 14,283 | $4.86M | 4.63% | −157−1.1% | Reduced |
| Advisory Services & Investments, LLC | 14,291 | $4.87M | 4.02% | −1,067−6.9% | Reduced |
| Port Capital LLC | 14,294 | $4.87M | 0.29% | +350+2.5% | Added |
| REDW Wealth LLC | 14,307 | $4.87M | 1.46% | +415+3.0% | Added |
| Barr E S & Co | 14,342 | $4.88M | 0.37% | +357+2.6% | Added |
| Hazlett, Burt & Watson, Inc. | 14,345 | $4.89M | 3.65% | +442+3.2% | Added |
| Sterling Investment Counsel, LLC | 14,371 | $4.89M | 2.64% | +20+0.1% | Added |
| First Business Financial Services, Inc. | 14,394 | $4.90M | 0.60% | +20+0.1% | Added |
| Stableford Capital II LLC | 15,222 | $4.92M | 2.18% | +13,217+659.2% | Added |
| Stamos Capital Partners, L.P. | 14,440 | $4.92M | 1.15% | −5,800−28.7% | Reduced |
| Financial Avengers, Inc. | 14,443 | $4.92M | 3.25% | +209+1.5% | Added |
| Sustainable Insight Capital Management, LLC | 14,447 | $4.92M | 4.56% | +2,699+23.0% | Added |
| Meridian Financial Partners LLC | 14,183 | $4.92M | 2.96% | +14,183 | New |
| SC&H Financial Advisors, Inc. | 14,460 | $4.92M | 1.63% | −563−3.7% | Reduced |
| Kathmere Capital Management, LLC | 14,507 | $4.94M | 0.77% | +437+3.1% | Added |
| Howard Financial Services, Ltd. | 14,518 | $4.94M | 1.18% | +187+1.3% | Added |
| Aveo Capital Partners, LLC | 14,519 | $4.94M | 0.63% | +170+1.2% | Added |
| Old North State Trust, LLC | 14,525 | $4.95M | 3.66% | −28−0.2% | Reduced |
| HMS Capital Management, LLC | 14,527 | $4.95M | 3.00% | +423+3.0% | Added |
| Vickerman Investment Advisors, Inc. | 14,531 | $4.95M | 1.93% | −191−1.3% | Reduced |
| Strengthening Families & Communities, LLC | 14,550 | $4.96M | 2.16% | +2,981+25.8% | Added |
| Callan Family Office, LLC | 14,552 | $4.96M | 1.31% | −7,660−34.5% | Reduced |
| Dempze Nancy E | 14,557 | $4.96M | 4.25% | −504−3.3% | Reduced |
| Gradient Capital Advisors, LLC | 14,591 | $4.97M | 1.99% | +1,319+9.9% | Added |
| Modus Advisors, LLC | 14,595 | $4.97M | 2.13% | +279+1.9% | Added |
| Garrison Bradford & Associates Inc | 14,598 | $4.97M | 6.01% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 14,600 | $4.97M | 2.80% | +14,600 | New |
| Global Financial Private Client, LLC | 14,739 | $4.98M | 2.45% | −343−2.3% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 14,775 | $4.98M | 3.62% | +151+1.0% | Added |
| First National Bank of Hutchinson | 14,635 | $4.98M | 3.64% | +132+0.9% | Added |
| Sanders Morris Harris LLC | 14,720 | $4.99M | 1.10% | +8,094+122.2% | Added |
| Wealth Architects, LLC | 14,657 | $4.99M | 0.82% | −197−1.3% | Reduced |
| Stanley Capital Management, LLC | 14,695 | $5.00M | 1.35% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 14,728 | $5.02M | 1.17% | +1,311+9.8% | Added |
| Jeppson Wealth Management, LLC | 14,730 | $5.02M | 2.18% | −621−4.0% | Reduced |
| W Advisors, LLC | 14,732 | $5.02M | 3.93% | −17−0.1% | Reduced |
| Bond & Devick Financial Network, Inc. | 14,739 | $5.02M | 3.12% | +48+0.3% | Added |
| Aberdeen Wealth Management LLC | 14,742 | $5.02M | 3.63% | +76+0.5% | Added |
| American State Bank (Iowa) | 14,745 | $5.02M | 3.50% | −327−2.2% | Reduced |
| Hourglass Capital, LLC | 14,760 | $5.03M | 1.75% | −125−0.8% | Reduced |
| Addison Advisors LLC | 14,764 | $5.03M | 2.48% | −300−2.0% | Reduced |
| Dohj, LLC | 14,774 | $5.03M | 2.16% | −3,421−18.8% | Reduced |
| Summit Asset Management, LLC | 14,787 | $5.04M | 1.33% | +11+0.1% | Added |
| Nikulski Financial, Inc. | 14,834 | $5.05M | 2.09% | +30+0.2% | Added |
| Red Lighthouse Investment Management, LLC | 14,837 | $5.05M | 2.31% | 00.0% | Unchanged |
| Private Capital Management LLC | 14,842 | $5.05M | 1.44% | +38+0.3% | Added |
| W.H. Cornerstone Investments Inc. | 14,848 | $5.06M | 4.52% | −234−1.6% | Reduced |
| Acorn Financial Advisory Services Inc | 14,850 | $5.06M | 0.90% | −209−1.4% | Reduced |
| waypoint wealth counsel | 14,852 | $5.06M | 4.53% | −1,774−10.7% | Reduced |
| Graybill Bartz & Assoc Ltd | 14,856 | $5.06M | 2.40% | −366−2.4% | Reduced |
| Capital Market Strategies LLC | 14,857 | $5.06M | 4.68% | −60.0% | Reduced |
| Saxon Interests, Inc. | 14,857 | $5.06M | 2.71% | +130+0.9% | Added |
| Global Trust Asset Management, LLC | 14,898 | $5.07M | 2.28% | +67+0.5% | Added |
| Sovereign Financial Group, Inc. | 14,902 | $5.07M | 1.65% | +2,250+17.8% | Added |
| Harvey Investment Co LLC | 14,916 | $5.08M | 0.66% | +138+0.9% | Added |
| Trustco Bank Corp N Y | 14,923 | $5.08M | 5.47% | +164+1.1% | Added |
| Shoker Investment Counsel, Inc. | 14,923 | $5.08M | 2.12% | −51−0.3% | Reduced |
| Eqis Capital Management, Inc. | 14,941 | $5.09M | 0.57% | +475+3.3% | Added |
| WealthPlan Investment Management, LLC | 14,947 | $5.09M | 1.52% | −5,831−28.1% | Reduced |
| Dover Advisors, LLC | 14,949 | $5.09M | 4.52% | −14,478−49.2% | Reduced |
| Hemington Wealth Management | 14,952 | $5.09M | 2.06% | −548−3.5% | Reduced |
| Harbert Fund Advisors, Inc. | 15,000 | $5.11M | 3.28% | +6,250+71.4% | Added |
| Matthew 25 Management Corp | 15,000 | $5.11M | 1.89% | +15,000 | New |