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 |
|---|---|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 15,038 | $5.12M | 1.36% | +573+4.0% | Added |
| Private Harbour Investment Management & Counsel, LLC | 15,066 | $5.13M | 5.74% | −351−2.3% | Reduced |
| Citadel Investment Advisory, Inc. | 15,091 | $5.14M | 3.32% | −112−0.7% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 15,094 | $5.14M | 4.49% | −1,163−7.2% | Reduced |
| Powers Advisory Group, LLC | 15,121 | $5.15M | 3.41% | +119+0.8% | Added |
| Harfst & Associates, Inc. | 15,121 | $5.15M | 1.37% | −36−0.2% | Reduced |
| Capital Financial Planning, LLC | 15,155 | $5.16M | 1.89% | +1,218+8.7% | Added |
| Brevan Howard Capital Management LP | 15,158 | $5.16M | 0.95% | −10,342−40.6% | Reduced |
| Adams Asset Advisors, LLC | 15,177 | $5.17M | 0.75% | −3,436−18.5% | Reduced |
| Capstone Triton Financial Group, LLC | 15,183 | $5.17M | 3.56% | +25+0.2% | Added |
| River & Mercantile Asset Management LLP | 15,206 | $5.18M | 1.02% | +2,420+18.9% | Added |
| ABLE Financial Group, LLC | 15,217 | $5.18M | 2.68% | +873+6.1% | Added |
| Norway Savings Bank | 15,219 | $5.18M | 2.82% | +25+0.2% | Added |
| Thornburg Investment Management Inc | 15,223 | $5.18M | 0.08% | −31,430−67.4% | Reduced |
| Athena Investment Management | 15,228 | $5.19M | 3.57% | −823−5.1% | Reduced |
| Wolff Wiese Magana LLC | 15,236 | $5.19M | 4.01% | +70+0.5% | Added |
| Charles Schwab Trust Co | 15,810 | $5.19M | 0.63% | −27−0.2% | Reduced |
| Bishop Rock Capital, L.P. | 15,251 | $5.19M | 7.53% | −1,512−9.0% | Reduced |
| Curated Wealth Partners LLC | 15,264 | $5.20M | 1.01% | −383−2.4% | Reduced |
| Kowal Investment Group, LLC | 15,270 | $5.20M | 1.39% | −506−3.2% | Reduced |
| Sax Wealth Advisors, LLC | 15,270 | $5.20M | 1.04% | −1,029−6.3% | Reduced |
| CBOE Vest Financial, LLC | 15,257 | $5.20M | 0.48% | +10,425+215.7% | Added |
| Home Federal Bank of Tennessee | 15,280 | $5.20M | 1.84% | −39−0.3% | Reduced |
| WNY Asset Management, LLC | 15,295 | $5.21M | 1.11% | −30.0% | Reduced |
| Red Spruce Capital, LLC | 15,298 | $5.21M | 2.81% | −299−1.9% | Reduced |
| Gilbert & Cook, Inc. | 15,299 | $5.21M | 0.84% | −3,130−17.0% | Reduced |
| Frank, Rimerman Advisors LLC | 15,302 | $5.21M | 1.24% | +326+2.2% | Added |
| ICW Investment Advisors LLC | 15,322 | $5.22M | 2.80% | +121+0.8% | Added |
| Ridgecrest Wealth Partners, LLC | 15,324 | $5.22M | 3.45% | +264+1.8% | Added |
| Perkins Capital Management Inc | 15,326 | $5.22M | 4.55% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 15,330 | $5.22M | 2.63% | +642+4.4% | Added |
| Sweeney & Michel, LLC | 16,025 | $5.22M | 2.69% | +127+0.8% | Added |
| Beech Hill Advisors, Inc. | 15,357 | $5.23M | 2.54% | −545−3.4% | Reduced |
| Jmac Enterprises LLC | 15,383 | $5.24M | 1.30% | −1,678−9.8% | Reduced |
| Bain Capital Public Equity, LP | 15,400 | $5.24M | 4.70% | +1,860+13.7% | Added |
| Integris Wealth Management, LLC | 15,408 | $5.25M | 1.86% | −267−1.7% | Reduced |
| Shilanski & Associates, Inc. | 15,417 | $5.25M | 2.13% | +200+1.3% | Added |
| Acorn Wealth Advisors, LLC | 15,461 | $5.27M | 3.59% | +345+2.3% | Added |
| AllGen Financial Advisors, Inc. | 15,507 | $5.28M | 3.32% | −1,321−7.9% | Reduced |
| First Financial Corp | 15,553 | $5.30M | 3.40% | −1,564−9.1% | Reduced |
| Centennial Bank | 15,560 | $5.30M | 3.57% | −900−5.5% | Reduced |
| WealthPLAN Partners, LLC | 15,563 | $5.30M | 0.75% | −3,997−20.4% | Reduced |
| Ayalon Holdings Ltd. | 15,563 | $5.30M | 2.21% | 00.0% | Unchanged |
| Weaver Consulting Group | 15,576 | $5.30M | 2.34% | −741−4.5% | Reduced |
| Prosperity Financial Group, Inc. | 15,577 | $5.30M | 4.67% | +771+5.2% | Added |
| Green Square Capital Advisors LLC | 15,623 | $5.32M | 0.67% | +2,108+15.6% | Added |
| Advanced Portfolio Management, LLC | 15,628 | $5.32M | 4.87% | +15,628 | New |
| Charles Carroll Financial Partners, LLC | 15,635 | $5.32M | 6.79% | +1,010+6.9% | Added |
| Sage Rhino Capital LLC | 15,684 | $5.34M | 1.49% | −230−1.4% | Reduced |
| Bridgecreek Investment Management, LLC | 15,725 | $5.35M | 1.03% | +100+0.6% | Added |
| Highview Capital Management LLC | 15,731 | $5.36M | 2.88% | +205+1.3% | Added |
| Privium Fund Management B.V. | 16,000 | $5.36M | 1.54% | −3,000−15.8% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 15,742 | $5.36M | 1.79% | −220−1.4% | Reduced |
| Dillon & Associates Inc | 15,759 | $5.37M | 0.99% | +1,725+12.3% | Added |
| GSB Wealth Management, LLC | 15,787 | $5.38M | 1.75% | +1,991+14.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 16,012 | $5.38M | 0.13% | −506,151−96.9% | Reduced |
| Gries Financial LLC | 15,809 | $5.38M | 1.49% | +49+0.3% | Added |
| Optimas Capital Ltd | 15,812 | $5.38M | 6.22% | −5,288−25.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 15,826 | $5.39M | 3.25% | −149−0.9% | Reduced |
| Am Investment Strategies LLC | 15,864 | $5.40M | 1.69% | +1,437+10.0% | Added |
| Atlas Private Wealth Advisors | 15,894 | $5.41M | 1.10% | +7,042+79.6% | Added |
| Autumn Glory Partners, LLC | 15,899 | $5.41M | 3.97% | +8,402+112.1% | Added |
| Allegheny Financial Group LTD | 15,910 | $5.42M | 2.56% | −1,994−11.1% | Reduced |
| Coastal Bridge Advisors, LLC | 15,915 | $5.42M | 1.33% | −149−0.9% | Reduced |
| Oxinas Partners Wealth Management LLC | 15,920 | $5.42M | 3.56% | +53+0.3% | Added |
| Grant/GrossMendelsohn, LLC | 16,355 | $5.44M | 2.20% | +50.0% | Added |
| Legacy CG, LLC | 15,977 | $5.44M | 2.67% | −35−0.2% | Reduced |
| Werlinich Asset Management, LLC | 15,985 | $5.44M | 4.37% | 00.0% | Unchanged |
| S.A. Mason LLC | 18,884 | $5.44M | 3.95% | 00.0% | Unchanged |
| Andar Capital Management HK Ltd | 16,000 | $5.45M | 10.96% | −12,000−42.9% | Reduced |
| Callan Capital, LLC | 16,033 | $5.46M | 0.60% | +730+4.8% | Added |
| First National Bank of South Miami | 16,044 | $5.46M | 4.40% | −492−3.0% | Reduced |
| Forza Wealth Management, LLC | 16,058 | $5.47M | 2.75% | −508−3.1% | Reduced |
| First Dallas Securities Inc. | 16,061 | $5.47M | 3.05% | +428+2.7% | Added |
| FengHe Fund Management Pte. Ltd. | 16,070 | $5.47M | 1.08% | +16,070 | New |
| Prairie Sky Financial Group LLC | 16,091 | $5.48M | 3.72% | +16,091 | New |
| Sugarloaf Wealth Management, LLC | 16,117 | $5.49M | 1.28% | −458−2.8% | Reduced |
| Acropolis Investment Management, LLC | 16,135 | $5.49M | 0.43% | +401+2.5% | Added |
| Financial Advisory Partners, LLC | 16,137 | $5.50M | 2.11% | −70−0.4% | Reduced |
| Fortune Financial Advisors, LLC | 16,143 | $5.50M | 4.13% | +16,143 | New |
| Chickasaw Capital Management LLC | 16,161 | $5.50M | 0.30% | 00.0% | Unchanged |
| WealthBridge Investment Counsel Inc. | 16,160 | $5.50M | 2.32% | +270+1.7% | Added |
| Tradewinds Capital Management, LLC | 16,160 | $5.50M | 1.71% | −849−5.0% | Reduced |
| Investors Asset Management of Georgia Inc | 16,172 | $5.51M | 2.84% | −59−0.4% | Reduced |
| Guardian Investment Management | 16,185 | $5.51M | 4.75% | −7,930−32.9% | Reduced |
| Castellan Group, LLC | 16,209 | $5.52M | 3.53% | −1,119−6.5% | Reduced |
| Independence Bank of Kentucky | 16,226 | $5.53M | 2.24% | +338+2.1% | Added |
| Rosenbaum Jay D. | 16,235 | $5.53M | 8.88% | −123−0.8% | Reduced |
| NCM Capital Management, LLC | 16,241 | $5.53M | 3.84% | +69+0.4% | Added |
| Triasima Portfolio Management inc. | 12,267 | $5.53M | 0.35% | −1,300−9.6% | Reduced |
| Brookmont Capital Management | 16,244 | $5.53M | 3.33% | −146−0.9% | Reduced |
| Legal Advantage Investments, Inc. | 16,301 | $5.55M | 3.70% | 00.0% | Unchanged |
| Channel Wealth LLC | 16,314 | $5.56M | 3.19% | +212+1.3% | Added |
| McAdam, LLC | 16,316 | $5.56M | 0.46% | +790+5.1% | Added |
| Quadrant Private Wealth Management, LLC | 16,336 | $5.56M | 1.61% | −513−3.0% | Reduced |
| Shayne & Co., LLC | 16,348 | $5.57M | 2.82% | 00.0% | Unchanged |
| Boussard & Gavaudan Investment Management LLP | 16,376 | $5.57M | 0.53% | +16,376 | New |
| Vivaldi Capital Management, LLC | 16,368 | $5.57M | 1.72% | +257+1.6% | Added |
| Baystate Wealth Management LLC | 16,455 | $5.60M | 0.46% | +563+3.5% | Added |
| Fernwood Investment Management, LLC | 17,704 | $5.60M | 1.99% | +4,846+37.7% | Added |