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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Redwood Investment Management, LLC | 16,467 | $5.61M | 0.58% | −493−2.9% | Reduced |
| Trellis Wealth Advisors LLC | 16,474 | $5.61M | 3.73% | +91+0.6% | Added |
| JGP Global Gestao de Recursos Ltda. | 16,500 | $5.62M | 4.00% | +16,500 | New |
| Blue Zone Wealth Advisors, LLC | 16,501 | $5.62M | 2.59% | +87+0.5% | Added |
| Capital Advantage, Inc. | 16,935 | $5.62M | 1.17% | +595+3.6% | Added |
| JSF Financial, LLC | 16,508 | $5.62M | 1.99% | −390−2.3% | Reduced |
| Breakwater Capital Group | 16,513 | $5.62M | 2.05% | +3,692+28.8% | Added |
| CenterBook Partners LP | 16,517 | $5.62M | 0.70% | −626−3.7% | Reduced |
| Cohen Investment Advisors LLC | 16,545 | $5.63M | 4.53% | −2,007−10.8% | Reduced |
| Atticus Wealth Management, LLC | 16,560 | $5.64M | 2.08% | −346−2.0% | Reduced |
| Prudent Man Advisors, LLC | 16,566 | $5.64M | 2.12% | −243−1.4% | Reduced |
| Cox Capital Mgt LLC | 16,592 | $5.65M | 4.17% | −553−3.2% | Reduced |
| Harbor Advisory Corp | 16,606 | $5.66M | 2.00% | +136+0.8% | Added |
| Noesis Capital Mangement Corp | 16,627 | $5.66M | 1.39% | −478−2.8% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 16,675 | $5.68M | 4.40% | −9,903−37.3% | Reduced |
| Tower View Investment Management & Research LLC | 16,692 | $5.68M | 3.85% | −1,733−9.4% | Reduced |
| Lattice Capital Management, LLC | 16,708 | $5.69M | 9.89% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 16,709 | $5.69M | 2.74% | −119−0.7% | Reduced |
| Sonnipe Ltd | 16,720 | $5.69M | 0.77% | 00.0% | Unchanged |
| First Pacific Financial | 16,759 | $5.71M | 2.42% | −690−4.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 16,773 | $5.71M | 0.77% | +1,171+7.5% | Added |
| Vista Wealth Management Group, LLC | 16,815 | $5.73M | 0.56% | +435+2.7% | Added |
| Pflug Koory, LLC | 16,842 | $5.74M | 2.92% | −110−0.6% | Reduced |
| Imprint Wealth LLC | 16,996 | $5.74M | 3.62% | −1,164−6.4% | Reduced |
| Accurate Wealth Management, LLC | 16,629 | $5.74M | 1.79% | +537+3.3% | Added |
| ICA Group Wealth Management, LLC | 16,872 | $5.75M | 1.44% | −21,373−55.9% | Reduced |
| Silver Oak Securities, Inc | 16,882 | $5.75M | 0.92% | +1,515+9.9% | Added |
| Millennium Capital Advisors, LLC | 16,895 | $5.75M | 4.73% | −193−1.1% | Reduced |
| Retirement Solution Inc. | 16,902 | $5.76M | 1.86% | −782−4.4% | Reduced |
| LexAurum Advisors, LLC | 16,919 | $5.76M | 1.73% | +1,514+9.8% | Added |
| Oak Harbor Wealth Partners, LLC | 16,922 | $5.76M | 1.98% | −177−1.0% | Reduced |
| Page Arthur B | 16,927 | $5.76M | 5.48% | −1,026−5.7% | Reduced |
| West Family Investments, Inc. | 16,964 | $5.78M | 2.25% | +688+4.2% | Added |
| Apriem Advisors | 16,967 | $5.78M | 0.87% | −94−0.6% | Reduced |
| SkyOak Wealth, LLC | 16,978 | $5.78M | 1.63% | +553+3.4% | Added |
| Wealth Advisory Solutions, LLC | 32,552 | $5.78M | 1.54% | +17,828+121.1% | Added |
| Widmann Financial Services, Inc. | 16,992 | $5.79M | 5.53% | −356−2.1% | Reduced |
| Monetta Financial Services Inc | 17,000 | $5.79M | 5.66% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 17,030 | $5.80M | 1.43% | −2,490−12.8% | Reduced |
| Essex LLC | 17,034 | $5.80M | 1.62% | −513−2.9% | Reduced |
| Strategic Financial Services, Inc, | 18,005 | $5.80M | 0.43% | −86−0.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 17,057 | $5.81M | 2.05% | +2,043+13.6% | Added |
| 1776 Wealth LLC | 17,062 | $5.81M | 3.07% | +2,299+15.6% | Added |
| Concorde Financial Corp | 17,069 | $5.81M | 3.80% | −2,458−12.6% | Reduced |
| Alera Investment Advisors, LLC | 17,093 | $5.82M | 1.25% | +351+2.1% | Added |
| Advisory Alpha, LLC | 17,107 | $5.83M | 0.30% | +2,358+16.0% | Added |
| Allen Capital Group, LLC | 17,126 | $5.83M | 1.04% | −2,669−13.5% | Reduced |
| Kolinsky Wealth Management, LLC | 17,463 | $5.85M | 5.55% | +1,233+7.6% | Added |
| Alaska Permanent Fund Corp | 17,197 | $5.86M | 0.12% | +17,197 | New |
| Wittenberg Investment Management, Inc. | 17,243 | $5.87M | 2.13% | −1,345−7.2% | Reduced |
| Evermay Wealth Management LLC | 17,247 | $5.87M | 1.13% | +360+2.1% | Added |
| Palogic Value Management, L.P. | 17,253 | $5.88M | 2.76% | −300−1.7% | Reduced |
| StrongBox Wealth, LLC | 17,254 | $5.88M | 3.71% | −453−2.6% | Reduced |
| Thomas White International Ltd | 17,270 | $5.88M | 1.22% | 00.0% | Unchanged |
| Boltwood Capital Management | 17,273 | $5.88M | 2.12% | −260−1.5% | Reduced |
| DGS Capital Management, LLC | 17,284 | $5.89M | 2.93% | +945+5.8% | Added |
| Insight Advisors, LLC | 17,292 | $5.89M | 1.32% | −56−0.3% | Reduced |
| Old Mission Investment Co LLC | 17,297 | $5.89M | 2.18% | −984−5.4% | Reduced |
| Highline Wealth Partners LLC | 17,322 | $5.90M | 3.71% | +20.0% | Added |
| Capital Advisors, Ltd. LLC | 17,355 | $5.91M | 0.88% | +3,076+21.5% | Added |
| Reik & Co., LLC | 17,359 | $5.91M | 1.63% | −247−1.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 17,365 | $5.91M | 2.09% | −248−1.4% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 17,366 | $5.91M | 2.96% | +1,136+7.0% | Added |
| HHM Wealth Advisors, LLC | 17,389 | $5.92M | 1.11% | +80.0% | Added |
| Wunderlich Capital Managemnt | 17,435 | $5.94M | 2.92% | −48−0.3% | Reduced |
| Gs Investments, Inc. | 17,447 | $5.94M | 3.24% | −860−4.7% | Reduced |
| Headlands Technologies LLC | 17,449 | $5.94M | 1.90% | +15,669+880.3% | Added |
| Slagle Financial, LLC | 17,468 | $5.95M | 3.70% | +17,468 | New |
| Cloverfields Capital Group, LP | 17,497 | $5.96M | 1.92% | +767+4.6% | Added |
| United Fire Group Inc | 17,500 | $5.96M | 4.60% | −5,000−22.2% | Reduced |
| First Pacific Advisors, LP | 17,500 | $5.96M | 0.09% | −4,600−20.8% | Reduced |
| S. R. Schill & Associates | 17,511 | $5.96M | 2.71% | −281−1.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 17,505 | $5.96M | 1.70% | −251−1.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 17,515 | $5.96M | 2.17% | −182−1.0% | Reduced |
| Karpas Strategies, LLC | 17,550 | $5.98M | 2.02% | +13+0.1% | Added |
| Core Wealth Partners LLC | 17,550 | $5.98M | 5.52% | +36+0.2% | Added |
| Kenfarb & Co. | 17,555 | $5.98M | 5.21% | −574−3.2% | Reduced |
| Amarillo National Bank | 17,563 | $5.98M | 1.16% | −13−0.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 17,574 | $5.98M | 1.76% | −3,200−15.4% | Reduced |
| Phoenix Wealth Advisors | 17,595 | $5.99M | 3.49% | −332−1.9% | Reduced |
| Flight Deck Capital, LP | 17,600 | $5.99M | 5.32% | +17,600 | New |
| American Trust Investment Advisors, LLC | 17,602 | $5.99M | 3.36% | −41−0.2% | Reduced |
| Watchman Group, Inc. | 17,602 | $5.99M | 2.97% | −639−3.5% | Reduced |
| Freedom Day Solutions, LLC | 17,612 | $6.00M | 2.66% | −160−0.9% | Reduced |
| David R. Rahn & Associates Inc. | 17,660 | $6.01M | 2.82% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 17,695 | $6.03M | 2.24% | −1,933−9.8% | Reduced |
| Lynch Asset Management, Inc. | 17,700 | $6.03M | 3.88% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 17,703 | $6.03M | 4.34% | −695−3.8% | Reduced |
| Convergence Investment Partners, LLC | 17,741 | $6.04M | 3.47% | −499−2.7% | Reduced |
| Accredited Investors Inc. | 17,758 | $6.05M | 0.43% | −2,064−10.4% | Reduced |
| Stolper Co | 17,776 | $6.05M | 2.55% | −6,470−26.7% | Reduced |
| StrategIQ Financial Group, LLC | 17,825 | $6.07M | 0.69% | +317+1.8% | Added |
| Union Savings Bank | 18,073 | $6.07M | 3.62% | +18,073 | New |
| CV Advisors LLC | 17,848 | $6.08M | 4.79% | +298+1.7% | Added |
| Eley Financial Management, Inc | 17,854 | $6.08M | 2.96% | −184−1.0% | Reduced |
| Apeiron Capital Ltd | 17,900 | $6.10M | 3.68% | +17,900 | New |
| Bennett Selby Investments LP | 17,964 | $6.12M | 3.52% | +395+2.2% | Added |
| Prospect Capital Advisors, LLC | 17,970 | $6.12M | 2.32% | −14,925−45.4% | Reduced |
| RiverPark Advisors, LLC | 17,972 | $6.12M | 5.61% | −1,808−9.1% | Reduced |
| Buck Wealth Strategies, LLC | 17,974 | $6.12M | 2.65% | −2,178−10.8% | Reduced |