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 |
|---|---|---|---|---|---|
| DeDora Capital, Inc. | 19,563 | $6.66M | 2.58% | +192+1.0% | Added |
| Diversified Investment Strategies, LLC | 19,580 | $6.67M | 4.93% | −205−1.0% | Reduced |
| MBL Wealth, LLC | 19,596 | $6.67M | 0.94% | +720+3.8% | Added |
| FSM Wealth Advisors, LLC | 20,100 | $6.68M | 3.35% | −315−1.5% | Reduced |
| EagleClaw Capital Managment, LLC | 19,637 | $6.69M | 1.54% | −1,885−8.8% | Reduced |
| Gilman Hill Asset Management, LLC | 19,639 | $6.69M | 1.25% | +402+2.1% | Added |
| Alaethes Wealth LLC | 19,675 | $6.70M | 3.68% | −1,088−5.2% | Reduced |
| Spirit of America Management Corp | 19,689 | $6.70M | 1.51% | −150−0.8% | Reduced |
| Canton Hathaway, LLC | 19,736 | $6.72M | 2.10% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 19,741 | $6.72M | 3.04% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 19,773 | $6.73M | 3.29% | −1,491−7.0% | Reduced |
| SignalPoint Asset Management, LLC | 19,777 | $6.73M | 2.06% | −109−0.5% | Reduced |
| Advisor Resource Council | 19,834 | $6.75M | 3.94% | −12,643−38.9% | Reduced |
| Hall Private Wealth Advisors | 19,846 | $6.76M | 3.65% | +14,887+300.2% | Added |
| RBA Wealth Management, LLC | 19,846 | $6.76M | 3.15% | −160−0.8% | Reduced |
| Trivant Custom Portfolio Group, LLC | 19,877 | $6.77M | 4.77% | +229+1.2% | Added |
| Mraz, Amerine & Associates, Inc. | 19,883 | $6.77M | 1.59% | −782−3.8% | Reduced |
| KCS Wealth Advisory | 19,929 | $6.79M | 2.35% | +144+0.7% | Added |
| Bender Robert & Associates | 19,935 | $6.79M | 1.87% | +642+3.3% | Added |
| Larson Financial Group LLC | 19,939 | $6.79M | 0.68% | +615+3.2% | Added |
| Carl P. Sherr & Co., LLC | 19,952 | $6.79M | 4.46% | +117+0.6% | Added |
| Alcosta Capital Management, Inc. | 19,961 | $6.80M | 5.51% | −34−0.2% | Reduced |
| Barbara Oil Co. | 20,000 | $6.81M | 3.12% | 00.0% | Unchanged |
| Telemark Asset Management, LLC | 20,000 | $6.81M | 0.92% | +20,000 | New |
| Intrepid Family Office LLC | 20,000 | $6.81M | 12.96% | +20,000 | New |
| Cedar Brook Financial Partners, LLC | 20,009 | $6.81M | 1.62% | +589+3.0% | Added |
| First United Bank Trust | 20,016 | $6.82M | 3.03% | −325−1.6% | Reduced |
| Intellectus Partners, LLC | 20,015 | $6.82M | 2.05% | −891−4.3% | Reduced |
| Austin Private Wealth, LLC | 20,025 | $6.82M | 0.99% | +2,426+13.8% | Added |
| Michael B. Yongue | 20,034 | $6.82M | 6.35% | −3,460−14.7% | Reduced |
| Clarus Group, Inc. | 20,055 | $6.83M | 4.98% | +1,972+10.9% | Added |
| Alta Advisers Ltd | 20,100 | $6.84M | 3.85% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 20,103 | $6.85M | 4.48% | −65−0.3% | Reduced |
| Cumberland Advisors Inc | 20,130 | $6.86M | 3.13% | −2,010−9.1% | Reduced |
| Chiron Investment Management, LLC | 20,172 | $6.87M | 1.93% | +6,639+49.1% | Added |
| Herbst Group, LLC | 20,174 | $6.87M | 4.75% | −569−2.7% | Reduced |
| First Command Bank | 20,182 | $6.87M | 0.65% | +635+3.2% | Added |
| First Command Financial Services, Inc. | 20,182 | $6.87M | 0.65% | +635+3.2% | Added |
| Patton Albertson Miller Group, LLC | 20,189 | $6.88M | 1.33% | −1,794−8.2% | Reduced |
| MBB Public Markets I LLC | 20,204 | $6.88M | 0.39% | +14,999+288.2% | Added |
| Scott Capital Advisors, LLC | 20,221 | $6.89M | 2.96% | −1,623−7.4% | Reduced |
| Kercheville Advisors, LLC | 20,233 | $6.89M | 4.17% | −473−2.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 20,235 | $6.89M | 3.08% | +971+5.0% | Added |
| Slow Capital, Inc. | 20,238 | $6.89M | 1.20% | −2,000−9.0% | Reduced |
| Octavia Wealth Advisors, LLC | 20,265 | $6.90M | 1.40% | −431−2.1% | Reduced |
| Snider Financial Group | 20,310 | $6.92M | 3.31% | −698−3.3% | Reduced |
| Steamboat Capital Partners, LLC | 20,327 | $6.92M | 2.39% | −533−2.6% | Reduced |
| Peloton Wealth Strategists | 20,383 | $6.94M | 3.07% | −1,275−5.9% | Reduced |
| Unison Asset Management LLC | 20,386 | $6.94M | 4.63% | +25+0.1% | Added |
| RFP Financial Group LLC | 20,413 | $6.94M | 2.84% | +17,167+528.9% | Added |
| Northcape Wealth Management, LLC | 20,400 | $6.95M | 2.51% | −316−1.5% | Reduced |
| GraniteShares Advisors LLC | 20,430 | $6.96M | 6.27% | −1,425−6.5% | Reduced |
| Sandler Capital Management | 20,450 | $6.96M | 0.85% | −23,929−53.9% | Reduced |
| Prudent Investors Network | 20,528 | $6.99M | 3.30% | −786−3.7% | Reduced |
| Legato Capital Management LLC | 20,538 | $6.99M | 0.95% | −4,890−19.2% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 20,550 | $7.00M | 2.88% | −151−0.7% | Reduced |
| Platinum Investment Management Ltd | 20,564 | $7.00M | 0.24% | 00.0% | Unchanged |
| Financial Advisors, LLC | 20,597 | $7.01M | 1.67% | +164+0.8% | Added |
| Security National Bank of So Dak | 20,607 | $7.02M | 5.01% | +20,607 | New |
| Wealth Effects LLC | 20,624 | $7.02M | 3.09% | −1,027−4.7% | Reduced |
| CCG Wealth Management, LLC | 20,630 | $7.03M | 4.41% | +27+0.1% | Added |
| First National Advisers, LLC | 20,645 | $7.03M | 6.48% | +3,215+18.4% | Added |
| Keudell/Morrison Wealth Management | 20,701 | $7.05M | 2.03% | −538−2.5% | Reduced |
| Cable Hill Partners, LLC | 20,710 | $7.05M | 0.92% | −290−1.4% | Reduced |
| WBI Investments | 20,722 | $7.06M | 1.28% | +20,722 | New |
| Wealth Management Associates, Inc. | 20,735 | $7.06M | 4.00% | −516−2.4% | Reduced |
| Cinctive Capital Management LP | 20,759 | $7.07M | 0.28% | +16,016+337.7% | Added |
| Strategic Vision Investment Ltd | 20,763 | $7.07M | 3.59% | −84,500−80.3% | Reduced |
| Pacifica Partners Inc. | 20,924 | $7.08M | 4.00% | −1,268−5.7% | Reduced |
| TrimTabs Asset Management, LLC | 20,824 | $7.09M | 3.58% | +924+4.6% | Added |
| Keystone Wealth Services, LLC | 20,882 | $7.11M | 2.66% | +146+0.7% | Added |
| Fairfield Financial Advisors, LTD | 20,893 | $7.11M | 2.85% | −344−1.6% | Reduced |
| Regency Capital Management Inc. | 20,900 | $7.12M | 6.19% | +536+2.6% | Added |
| Providence Wealth Advisors, LLC | 21,077 | $7.13M | 7.89% | −530−2.5% | Reduced |
| EPG Wealth Management LLC | 20,972 | $7.14M | 2.11% | +492+2.4% | Added |
| Childress Capital Advisors, LLC | 20,983 | $7.15M | 3.03% | −712−3.3% | Reduced |
| Foster Group, Inc. | 20,984 | $7.15M | 0.43% | +991+5.0% | Added |
| Prospector Partners LLC | 20,992 | $7.15M | 1.00% | +200+1.0% | Added |
| Woodward Diversified Capital, LLC | 21,005 | $7.15M | 5.40% | −313−1.5% | Reduced |
| Murphy Pohlad Asset Management LLC | 21,017 | $7.16M | 3.08% | −859−3.9% | Reduced |
| Lindenwold Advisors | 21,098 | $7.18M | 4.40% | −3,231−13.3% | Reduced |
| Fusion Capital, LLC | 21,125 | $7.19M | 4.02% | +2,130+11.2% | Added |
| L.M. Kohn & Company | 21,154 | $7.20M | 2.72% | +1,416+7.2% | Added |
| CVA Family Office, LLC | 21,277 | $7.25M | 1.52% | +1,448+7.3% | Added |
| Sculati Wealth Management, LLC | 21,292 | $7.25M | 3.65% | −192−0.9% | Reduced |
| RDA Financial Network | 21,341 | $7.27M | 3.06% | +574+2.8% | Added |
| Wrapmanager Inc | 21,358 | $7.27M | 2.23% | −2,257−9.6% | Reduced |
| Seven Eight Capital, LP | 21,381 | $7.28M | 1.20% | +2,222+11.6% | Added |
| Sterling Investment Advisors, Ltd. | 21,432 | $7.30M | 2.41% | −418−1.9% | Reduced |
| AlphaCore Capital LLC | 21,443 | $7.30M | 1.17% | +5,035+30.7% | Added |
| Montchanin Asset Management, LLC | 21,473 | $7.31M | 8.34% | +800+3.9% | Added |
| Marino, Stram & Associates LLC | 21,475 | $7.31M | 2.07% | −11−0.1% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 21,484 | $7.32M | 2.41% | −6,236−22.5% | Reduced |
| Cottage Street Advisors LLC | 21,505 | $7.32M | 5.33% | +254+1.2% | Added |
| Institutional & Family Asset Management, LLC | 21,507 | $7.32M | 1.19% | −2,730−11.3% | Reduced |
| CWS Financial Advisors, LLC | 21,518 | $7.33M | 2.78% | −243−1.1% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 21,817 | $7.33M | 1.51% | −9,802−31.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 21,582 | $7.35M | 5.17% | −1,333−5.8% | Reduced |
| Beta Wealth Group, Inc. | 21,600 | $7.36M | 4.25% | −1,730−7.4% | Reduced |
| Regatta Capital Group, LLC | 21,631 | $7.37M | 2.34% | −427−1.9% | Reduced |