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; 6,247 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
- 4,815
- +138 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
- 219
- 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Skylands Capital, LLC | 765 | $260.5K | 0.04% | −25−3.2% | Reduced |
| Terril Brothers, Inc. | 768 | $261.5K | 0.12% | +43+5.9% | Added |
| Weinberger Asset Management, Inc | 774 | $263.7K | 0.15% | +774 | New |
| Beddow Capital Management Inc | 775 | $264.0K | 0.13% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 776 | $264.3K | 0.18% | 00.0% | Unchanged |
| ShankerValleau Wealth Advisors, Inc. | 776 | $264.3K | 0.15% | +776 | New |
| Pacific Wealth Management | 777 | $264.7K | 0.17% | +1+0.1% | Added |
| IvyRock Asset Management (HK) Ltd | 790 | $269.0K | 0.16% | +790 | New |
| Nia Impact Advisors, LLC | 838 | $270.8K | 0.15% | +13+1.6% | Added |
| ISAM Funds (UK) Ltd | 796 | $271.1K | 0.24% | +796 | New |
| Lam Group, Inc. | 799 | $272.1K | 0.25% | −100−11.1% | Reduced |
| Biltmore Wealth Management, LLC | 800 | $272.5K | 0.12% | +1+0.1% | Added |
| Lee Johnson Capital Management, LLC | 800 | $272.5K | 0.26% | −915−53.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 801 | $272.8K | 0.10% | 00.0% | Unchanged |
| LPWM LLC | 816 | $275.8K | 0.12% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 825 | $276.3K | 0.32% | +46+5.9% | Added |
| Delta Accumulation, LLC | 812 | $276.5K | 3.46% | +1+0.1% | Added |
| EMC Capital Management | 1,946 | $277.0K | 0.56% | −1,588−44.9% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 816 | $278.0K | 0.07% | −12−1.4% | Reduced |
| Josh Arnold Investment Consultant, LLC | 817 | $278.2K | 0.27% | +50+6.5% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 819 | $278.9K | 0.16% | −40−4.7% | Reduced |
| Pinnacle Family Advisors, LLC | 824 | $280.8K | 0.15% | −823−50.0% | Reduced |
| Maryland Capital Advisors Inc. | 825 | $280.9K | 0.23% | +202+32.4% | Added |
| Mills Wealth Advisors LLC | 826 | $281.2K | 0.21% | 00.0% | Unchanged |
| Strid Group, LLC | 826 | $281.3K | 0.06% | −145−14.9% | Reduced |
| Certus Wealth Management, LLC | 834 | $284.0K | 0.28% | +834 | New |
| AIFG Consultants Ltd. | 835 | $284.4K | 0.23% | +55+7.1% | Added |
| McNamara Financial Services, Inc. | 863 | $286.9K | 0.07% | +100+13.1% | Added |
| Lanham O'Dell & Company, Inc. | 846 | $288.1K | 0.26% | +846 | New |
| Clark Estates Inc | 853 | $290.5K | 0.05% | +853 | New |
| Maltin Wealth Management, Inc. | 855 | $291.3K | 0.21% | +22+2.6% | Added |
| New Harbor Financial Group, LLC | 859 | $292.5K | 0.09% | +54+6.7% | Added |
| ETF Portfolio Partners, Inc. | 864 | $294.2K | 0.11% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 879 | $299.3K | 0.02% | −65−6.9% | Reduced |
| Oak Thistle LLC | 880 | $299.7K | 0.16% | +880 | New |
| Ergawealth Advisors, Inc. | 888 | $302.3K | 0.21% | +87+10.9% | Added |
| Strategic Point Investment Advisors, LLC | 888 | $302.4K | 0.06% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 892 | $303.8K | 0.18% | +11+1.2% | Added |
| 1492 Capital Management LLC | 895 | $304.8K | 0.18% | −78−8.0% | Reduced |
| David Kennon Inc | 899 | $306.1K | 0.14% | +34+3.9% | Added |
| Reinhart Partners, Inc. | 900 | $306.5K | 0.02% | 00.0% | Unchanged |
| Sicart Associates LLC | 900 | $306.5K | 0.12% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 900 | $306.5K | 0.15% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 900 | $306.5K | 0.16% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 902 | $307.3K | 0.12% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 905 | $308.2K | 0.06% | +586+183.7% | Added |
| Perritt Capital Management Inc | 907 | $308.9K | 0.17% | −45−4.7% | Reduced |
| Tanglewood Wealth Management, Inc. | 910 | $309.9K | 0.04% | −103−10.2% | Reduced |
| Lountzis Asset Management, LLC | 963 | $312.0K | 0.17% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc./Texas | 921 | $313.6K | 0.28% | +921 | New |
| Custos Family Office, LLC | 922 | $313.9K | 0.20% | −156−14.5% | Reduced |
| Crane Advisory, LLC | 936 | $316.5K | 0.09% | +113+13.7% | Added |
| Hussman Strategic Advisors, Inc. | 930 | $316.7K | 0.06% | −620−40.0% | Reduced |
| LifeGuide Financial Advisors, LLC | 934 | $318.1K | 0.21% | +67+7.7% | Added |
| Solano Wealth Management, Inc. | 946 | $322.2K | 0.22% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 946 | $322.3K | 0.23% | +6+0.6% | Added |
| Forum Private Client Group LLC | 948 | $322.8K | 0.18% | −68−6.7% | Reduced |
| Piershale Financial Group, Inc. | 952 | $324.2K | 0.21% | 00.0% | Unchanged |
| Gagnon Securities LLC | 952 | $324.2K | 0.07% | +26+2.8% | Added |
| Socha Financial Group, LLC | 953 | $324.7K | 0.17% | +953 | New |
| Saba Capital Management, L.P. | 959 | $326.6K | 0.01% | −6,268−86.7% | Reduced |
| BCK Partners, Inc. | 963 | $327.9K | 0.21% | −175−15.4% | Reduced |
| Magnolia Wealth Management, LLC | 975 | $332.0K | 0.31% | +155+18.9% | Added |
| Marmo Financial Group, LLC | 975 | $332.1K | 0.30% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 980 | $333.7K | 0.48% | +5+0.5% | Added |
| Briaud Financial Planning, Inc | 981 | $334.0K | 0.32% | +98+11.1% | Added |
| Disciplined Growth Investors Inc | 982 | $334.4K | 0.01% | 00.0% | Unchanged |
| Seaside Wealth Management, Inc. | 989 | $336.9K | 0.17% | +8+0.8% | Added |
| True Wealth Design, LLC | 991 | $337.6K | 0.12% | −2,373−70.5% | Reduced |
| Vantage Consulting Group Inc | 996 | $339.2K | 0.20% | −369−27.0% | Reduced |
| Syntax Advisors, LLC | 996 | $339.2K | 0.27% | −369−27.0% | Reduced |
| Retirement Investment Advisors, Inc. | 996 | $339.2K | 0.04% | −100−9.1% | Reduced |
| BancFirst Trust & Investment Management | 1,014 | $340.0K | 0.20% | +122+13.7% | Added |
| Retirement Financial Solutions, LLC | 1,003 | $341.6K | 0.23% | +276+38.0% | Added |
| Prism Advisors, Inc. | 1,005 | $342.3K | 0.12% | +195+24.1% | Added |
| Hyperion Capital Advisors LP | 1,007 | $342.9K | 0.19% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 1,007 | $342.9K | 0.04% | +9+0.9% | Added |
| AlphaMark Advisors, LLC | 1,009 | $343.0K | 0.16% | −71−6.6% | Reduced |
| TKG Advisors, LLC | 1,009 | $343.8K | 0.22% | +101+11.1% | Added |
| Laurel Wealth Planning LLC | 1,011 | $344.0K | 0.25% | −600−37.2% | Reduced |
| Acute Investment Advisory, LLC | 1,013 | $345.0K | 0.21% | 00.0% | Unchanged |
| Schubert & Co | 1,014 | $345.3K | 0.32% | +138+15.8% | Added |
| Western Financial Corp | 1,016 | $346.1K | 0.24% | −52−4.9% | Reduced |
| Triune Financial Partners, LLC | 1,021 | $347.5K | 0.14% | +53+5.5% | Added |
| Jump Financial, LLC | 1,021 | $347.7K | 0.01% | +1,021 | New |
| Milestone Advisory Partners | 1,033 | $351.8K | 0.32% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 1,035 | $352.5K | 0.22% | 00.0% | Unchanged |
| Goff John C | 1,040 | $354.2K | 0.58% | 00.0% | Unchanged |
| Avant Capital LLC | 1,048 | $356.9K | 0.39% | +20+1.9% | Added |
| Cutler Capital Management, LLC | 1,051 | $357.8K | 0.17% | +307+41.3% | Added |
| Interactive Financial Advisors | 1,051 | $357.9K | 0.24% | 00.0% | Unchanged |
| Saybrook Capital | 1,052 | $358.0K | 0.11% | 00.0% | Unchanged |
| WJ Interests, LLC | 997 | $358.4K | 0.24% | −100−9.1% | Reduced |
| Integrated Capital Management, Inc. | 1,059 | $360.6K | 0.32% | +1,059 | New |
| Stephenson National Bank & Trust | 1,062 | $361.7K | 0.20% | −19−1.8% | Reduced |
| Rockwood Wealth Management, LLC | 1,069 | $364.0K | 0.06% | +1,069 | New |
| Linker Capital Management Inc. | 1,070 | $364.4K | 0.38% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 1,072 | $365.1K | 0.03% | −14−1.3% | Reduced |
| DSC Advisors, L.P. | 1,073 | $365.4K | 0.57% | −177−14.2% | Reduced |
| Alethea Capital Management, LLC | 1,075 | $366.1K | 0.39% | 00.0% | Unchanged |