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 |
|---|---|---|---|---|---|
| Intrua Financial, LLC | 18,021 | $6.14M | 1.10% | +2,876+19.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 18,034 | $6.14M | 2.85% | −1,777−9.0% | Reduced |
| Secure Asset Management, LLC | 18,072 | $6.15M | 1.87% | +71+0.4% | Added |
| Pacitti Group Inc. | 18,084 | $6.16M | 4.34% | −828−4.4% | Reduced |
| Schrum Private Wealth Management LLC | 18,086 | $6.16M | 6.66% | −40.0% | Reduced |
| Peninsula Asset Management Inc | 18,087 | $6.16M | 3.63% | −58−0.3% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 18,100 | $6.16M | 4.55% | −600−3.2% | Reduced |
| Synergy Financial Group, LTD | 18,113 | $6.17M | 8.32% | −83−0.5% | Reduced |
| Viawealth, LLC | 18,202 | $6.20M | 4.62% | −98−0.5% | Reduced |
| Optimum Investment Advisors | 18,214 | $6.20M | 3.04% | +190+1.1% | Added |
| NWK Group, Inc. | 18,237 | $6.21M | 3.64% | −374−2.0% | Reduced |
| Security National Bank of Sioux City Iowa | 18,260 | $6.22M | 4.69% | +18,260 | New |
| Concord Asset Management, LLC | 18,291 | $6.23M | 2.20% | +749+4.3% | Added |
| Connective Capital Management, LLC | 18,309 | $6.23M | 7.26% | 00.0% | Unchanged |
| United Bank | 18,318 | $6.24M | 3.55% | −1,284−6.6% | Reduced |
| Oak Grove Capital LLC | 18,328 | $6.24M | 2.29% | +884+5.1% | Added |
| Aspen Investment Management Inc | 18,332 | $6.24M | 3.71% | +1,443+8.5% | Added |
| Atomi Financial Group, Inc. | 18,370 | $6.26M | 2.85% | +2,166+13.4% | Added |
| Beaton Management Co. Inc. | 18,371 | $6.26M | 3.96% | −120−0.6% | Reduced |
| MSH Capital Advisors LLC | 18,379 | $6.26M | 2.29% | −457−2.4% | Reduced |
| West Michigan Advisors, LLC | 18,392 | $6.26M | 2.50% | +615+3.5% | Added |
| Abacus Planning Group, Inc. | 18,403 | $6.27M | 1.52% | +361+2.0% | Added |
| Gateway Advisory, LLC | 18,412 | $6.27M | 1.33% | −408−2.2% | Reduced |
| Matisse Capital | 18,422 | $6.27M | 3.89% | +10.0% | Added |
| Independent Solutions Wealth Management, LLC | 18,422 | $6.27M | 1.69% | −214−1.1% | Reduced |
| Beacon Financial Group | 18,728 | $6.28M | 0.85% | −106−0.6% | Reduced |
| Capital Insight Partners, LLC | 18,440 | $6.28M | 1.40% | −112−0.6% | Reduced |
| Mechanics Financial Corp | 18,450 | $6.28M | 3.41% | −30.0% | Reduced |
| Geneva Partners, LLC | 18,467 | $6.29M | 4.10% | +4,158+29.1% | Added |
| BW Gestao de Investimentos Ltda. | 18,470 | $6.29M | 0.96% | +899+5.1% | Added |
| Bienville Capital Management, LLC | 18,474 | $6.29M | 2.42% | 00.0% | Unchanged |
| Bank of Stockton | 18,477 | $6.29M | 2.16% | +98+0.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 18,495 | $6.30M | 4.08% | +89+0.5% | Added |
| State of Wyoming | 18,511 | $6.30M | 1.84% | +9,151+97.8% | Added |
| B & T Capital Management DBA Alpha Capital Management | 26,348 | $6.32M | 1.58% | 00.0% | Unchanged |
| High Note Wealth, LLC | 18,580 | $6.33M | 2.58% | +4,462+31.6% | Added |
| Private Portfolio Partners LLC | 18,637 | $6.35M | 1.63% | −213−1.1% | Reduced |
| Northwest Bank & Trust Co | 18,649 | $6.35M | 6.11% | +18,649 | New |
| Mathes Company, Inc. | 18,662 | $6.36M | 2.78% | +18,662 | New |
| Bluesphere Advisors, LLC | 18,682 | $6.36M | 4.44% | −136−0.7% | Reduced |
| TCWP LLC | 18,687 | $6.36M | 1.36% | −3,120−14.3% | Reduced |
| Paradigm Asset Management Co LLC | 18,700 | $6.37M | 1.71% | −10,800−36.6% | Reduced |
| Discovery Capital Management, LLC | 18,700 | $6.37M | 0.74% | +18,700 | New |
| WD Rutherford LLC | 18,711 | $6.37M | 4.07% | −830−4.2% | Reduced |
| Thrive Wealth Management, LLC | 18,728 | $6.38M | 1.65% | −2,572−12.1% | Reduced |
| AFS Financial Group, LLC | 18,734 | $6.38M | 4.14% | +495+2.7% | Added |
| Amica Retiree Medical Trust | 18,736 | $6.38M | 7.12% | −1,196−6.0% | Reduced |
| US Asset Management LLC | 18,735 | $6.38M | 6.74% | −512−2.7% | Reduced |
| Oxford Financial Group Ltd | 18,737 | $6.38M | 0.61% | +5,446+41.0% | Added |
| Martin Capital Partners, LLC | 18,752 | $6.39M | 2.59% | −4,617−19.8% | Reduced |
| Mirador Capital Partners LP | 18,761 | $6.39M | 1.51% | −5,441−22.5% | Reduced |
| Bull Street Advisors, LLC | 18,776 | $6.39M | 3.28% | −395−2.1% | Reduced |
| Vectors Research Management, LLC | 18,776 | $6.39M | 1.82% | −269−1.4% | Reduced |
| FLC Capital Advisors | 18,777 | $6.39M | 1.87% | −209−1.1% | Reduced |
| Corundum Group, Inc. | 18,800 | $6.40M | 3.19% | +5,101+37.2% | Added |
| Montgomery Investment Management Inc | 18,805 | $6.40M | 2.15% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 19,337 | $6.43M | 1.65% | +1,599+9.0% | Added |
| Beaumont Asset Management, L.L.C. | 18,890 | $6.43M | 4.88% | −1,958−9.4% | Reduced |
| Bouvel Investment Partners, LLC | 18,900 | $6.44M | 3.52% | +496+2.7% | Added |
| Newbridge Financial Services Group, Inc. | 18,903 | $6.44M | 3.15% | +420+2.3% | Added |
| InTrack Investment Management Inc | 18,905 | $6.44M | 5.26% | +1,546+8.9% | Added |
| Southeast Asset Advisors Inc. | 18,913 | $6.44M | 0.92% | +373+2.0% | Added |
| First Commonwealth Financial Corp | 18,927 | $6.45M | 2.10% | −1,640−8.0% | Reduced |
| Leelyn Smith, LLC | 18,946 | $6.45M | 1.56% | +44+0.2% | Added |
| Aspen Grove Capital, LLC | 18,946 | $6.45M | 2.09% | +6,351+50.4% | Added |
| B&D White Capital Company, LLC | 18,979 | $6.46M | 2.23% | −17−0.1% | Reduced |
| Lincluden Management Ltd | 19,014 | $6.47M | 0.75% | −135−0.7% | Reduced |
| Cape Ann Savings Bank | 19,029 | $6.48M | 4.31% | +168+0.9% | Added |
| Virginia Wealth Management Group, Inc. | 19,061 | $6.49M | 4.45% | −932−4.7% | Reduced |
| Waddell & Associates, LLC | 19,083 | $6.50M | 0.95% | +798+4.4% | Added |
| Schneider Downs Wealth Management Advisors, LP | 19,086 | $6.50M | 1.48% | −110−0.6% | Reduced |
| McBroom & Associates, LLC | 19,146 | $6.52M | 5.14% | +172+0.9% | Added |
| SkyView Investment Advisors, LLC | 19,179 | $6.52M | 1.63% | −53−0.3% | Reduced |
| Handelsinvest Investeringsforvaltning | 19,166 | $6.53M | 1.29% | +5,526+40.5% | Added |
| Prossimo Advisors, LLC | 19,167 | $6.53M | 6.29% | +19,167 | New |
| Bangor Savings Bank | 19,168 | $6.53M | 0.74% | −124−0.6% | Reduced |
| Sitrin Capital Management LLC | 19,196 | $6.54M | 3.67% | +141+0.7% | Added |
| KG&L Capital Management,LLC | 19,198 | $6.54M | 3.13% | −922−4.6% | Reduced |
| Greenline Partners, LLC | 19,205 | $6.54M | 1.22% | −134−0.7% | Reduced |
| Summit Place Financial Advisors, LLC | 19,212 | $6.54M | 4.24% | −484−2.5% | Reduced |
| Gyroscope Capital Management Group, LLC | 19,218 | $6.54M | 1.51% | −489−2.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 19,227 | $6.55M | 1.68% | +397+2.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 19,233 | $6.55M | 4.84% | −596−3.0% | Reduced |
| First Community Trust NA | 19,323 | $6.58M | 7.36% | +30+0.2% | Added |
| Cim Investment Mangement Inc | 19,361 | $6.59M | 2.24% | −2,148−10.0% | Reduced |
| Aft, Forsyth & Company, Inc. | 19,386 | $6.60M | 4.69% | −625−3.1% | Reduced |
| Royal Capital Wealth Management, LLC | 19,409 | $6.61M | 6.23% | +16+0.1% | Added |
| Parisi Gray Wealth Management | 22,951 | $6.62M | 3.02% | +6,129+36.4% | Added |
| Ahl Investment Management, Inc. | 19,445 | $6.62M | 5.88% | −204−1.0% | Reduced |
| Boxwood Ventures, Inc. | 19,474 | $6.63M | 12.59% | 00.0% | Unchanged |
| Deuterium Capital Management, LLC | 19,478 | $6.63M | 9.30% | +13,178+209.2% | Added |
| GFG Capital, LLC | 19,113 | $6.63M | 1.24% | −337−1.7% | Reduced |
| Fairhaven Wealth Management, LLC | 19,494 | $6.64M | 2.54% | +19,494 | New |
| Wharton Business Group, LLC | 19,501 | $6.64M | 0.44% | −4,062−17.2% | Reduced |
| New Potomac Partners, LLC | 19,504 | $6.64M | 4.38% | −1,809−8.5% | Reduced |
| Vise Technologies, Inc. | 19,507 | $6.64M | 1.61% | −1,053−5.1% | Reduced |
| Stevens Capital Management LP | 19,515 | $6.65M | 1.37% | −11,597−37.3% | Reduced |
| New Republic Capital, LLC | 19,530 | $6.65M | 4.62% | +362+1.9% | Added |
| LCM Capital Management Inc | 19,549 | $6.66M | 5.40% | +311+1.6% | Added |
| Redwood Investments, LLC | 19,561 | $6.66M | 0.81% | −858−4.2% | Reduced |