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; 6,252 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 | 6,252 | $2.05T |
| Q1 2026 | 6,239 | $1.99T |
| Q4 2025 | 6,330 | $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 |
|---|---|---|---|---|---|
| Blue Edge Capital, LLC | 21,690 | $7.39M | 1.49% | +306+1.4% | Added |
| Bordeaux Wealth Advisors LLC | 21,718 | $7.40M | 3.03% | +4,391+25.3% | Added |
| KWMG, LLC | 21,730 | $7.40M | 0.92% | +82+0.4% | Added |
| Agur Provident & Training Funds Management Ltd | 21,722 | $7.41M | 2.51% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 21,782 | $7.42M | 9.80% | −110−0.5% | Reduced |
| Crescent Grove Advisors, LLC | 21,788 | $7.42M | 0.80% | −264−1.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 21,871 | $7.45M | 4.92% | −1,894−8.0% | Reduced |
| Sittner & Nelson, LLC | 21,872 | $7.45M | 4.09% | −238−1.1% | Reduced |
| Scarborough Advisors, LLC | 21,937 | $7.47M | 1.79% | +269+1.2% | Added |
| Halbert Hargrove Global Advisors, LLC | 21,955 | $7.48M | 0.55% | −3,372−13.3% | Reduced |
| Van Leeuwen & Company, LLC | 22,153 | $7.49M | 4.70% | −1,308−5.6% | Reduced |
| Mount Vernon Associates Inc | 21,992 | $7.49M | 7.96% | −150−0.7% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 22,000 | $7.49M | 4.11% | −842−3.7% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 22,000 | $7.49M | 4.82% | +8,000+57.1% | Added |
| Garrett Investment Advisors LLC | 22,005 | $7.49M | 1.08% | −1,721−7.3% | Reduced |
| Globeflex Capital L P | 22,042 | $7.51M | 0.84% | +2,756+14.3% | Added |
| Investment Partners, Ltd. | 22,058 | $7.51M | 3.91% | −460−2.0% | Reduced |
| Castle Rock Wealth Management, LLC | 22,203 | $7.51M | 2.57% | +156+0.7% | Added |
| Banco de Sabadell, S.A | 22,089 | $7.51M | 6.05% | −987−4.3% | Reduced |
| Byrne Asset Management LLC | 22,082 | $7.52M | 4.89% | −308−1.4% | Reduced |
| Knollwood Investment Advisory, LLC | 22,092 | $7.52M | 2.54% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 22,109 | $7.53M | 1.76% | +921+4.3% | Added |
| Apexium Financial, LP | 22,133 | $7.54M | 0.67% | +375+1.7% | Added |
| Guinness Atkinson Asset Management Inc | 22,180 | $7.55M | 4.00% | −705−3.1% | Reduced |
| Crown Wealth Group, LLC | 22,189 | $7.56M | 5.96% | −61−0.3% | Reduced |
| One01 Capital, LP | 22,199 | $7.56M | 8.18% | −11,010−33.2% | Reduced |
| Congress Park Capital LLC | 22,208 | $7.56M | 4.24% | −130−0.6% | Reduced |
| Costello Asset Management, INC | 22,231 | $7.57M | 6.48% | −372−1.6% | Reduced |
| Sturgeon Ventures LLP | 22,236 | $7.57M | 10.26% | 00.0% | Unchanged |
| Forte Capital LLC | 22,243 | $7.57M | 1.09% | −698−3.0% | Reduced |
| Kennedy Capital Management, Inc. | 22,261 | $7.58M | 0.18% | +22,261 | New |
| CORDA Investment Management, LLC. | 22,297 | $7.59M | 0.59% | +1,489+7.2% | Added |
| Solstein Capital, LLC | 22,315 | $7.60M | 6.33% | +832+3.9% | Added |
| Heartland Bank & Trust Co | 22,357 | $7.61M | 5.95% | −1,481−6.2% | Reduced |
| Socorro Asset Management LP | 22,359 | $7.61M | 3.22% | −7,995−26.3% | Reduced |
| Prelude Capital Management, LLC | 22,400 | $7.63M | 0.64% | +802+3.7% | Added |
| Atlas Brown,Inc. | 22,411 | $7.63M | 3.36% | −468−2.0% | Reduced |
| San Luis Wealth Advisors LLC | 22,427 | $7.64M | 2.69% | −1,949−8.0% | Reduced |
| Hixon Zuercher, LLC | 22,461 | $7.65M | 3.85% | +183+0.8% | Added |
| Barings LLC | 22,492 | $7.66M | 0.26% | +479+2.2% | Added |
| IMS Capital Management | 22,495 | $7.66M | 4.25% | +232+1.0% | Added |
| Horizon Investment Services, LLC | 22,514 | $7.67M | 4.68% | −32−0.1% | Reduced |
| Parkwood LLC | 22,516 | $7.67M | 1.40% | −13,094−36.8% | Reduced |
| Evolutionary Tree Capital Management, LLC | 22,533 | $7.67M | 9.24% | +162+0.7% | Added |
| Centerpoint Advisors, LLC | 22,566 | $7.68M | 3.12% | −170−0.7% | Reduced |
| Trellis Advisors, LLC | 22,600 | $7.70M | 3.43% | −29−0.1% | Reduced |
| Fruth Investment Management | 22,612 | $7.70M | 2.19% | −20−0.1% | Reduced |
| Winthrop Advisory Group LLC | 22,612 | $7.70M | 1.24% | +911+4.2% | Added |
| Hudson Canyon Capital Management | 22,625 | $7.70M | 6.08% | −727−3.1% | Reduced |
| Park Place Capital Corp | 22,631 | $7.71M | 2.17% | −150−0.7% | Reduced |
| All Terrain Financial Advisors, LLC | 22,651 | $7.71M | 3.47% | −1,055−4.5% | Reduced |
| Hengehold Capital Management LLC | 22,673 | $7.72M | 1.02% | −292−1.3% | Reduced |
| Encompass Wealth Advisors, LLC | 22,677 | $7.72M | 2.51% | −223−1.0% | Reduced |
| AlphaStar Capital Management, LLC | 22,687 | $7.73M | 0.87% | −1,314−5.5% | Reduced |
| Saber Capital Managment, LLC | 22,721 | $7.74M | 12.67% | −316−1.4% | Reduced |
| AXS Investments LLC | 22,732 | $7.74M | 2.07% | −3,525−13.4% | Reduced |
| O'Brien Greene & Co. Inc | 22,736 | $7.74M | 2.69% | −281−1.2% | Reduced |
| Lee Financial Co | 22,738 | $7.74M | 1.36% | −766−3.3% | Reduced |
| Wealth Management Partners, LLC | 22,747 | $7.75M | 4.87% | +234+1.0% | Added |
| Emerald Advisers, LLC | 22,752 | $7.75M | 0.34% | 00.0% | Unchanged |
| Algert Global LLC | 22,787 | $7.76M | 0.34% | +7,245+46.6% | Added |
| BSW Wealth Partners | 22,788 | $7.76M | 1.62% | −6,444−22.0% | Reduced |
| Drive Wealth Management, LLC | 22,814 | $7.77M | 2.88% | +3,945+20.9% | Added |
| Compton Wealth Advisory Group, LLC | 22,871 | $7.79M | 2.60% | −1,134−4.7% | Reduced |
| RB Capital Management, LLC | 22,902 | $7.80M | 2.40% | +40+0.2% | Added |
| Main Street Financial Solutions, LLC | 22,902 | $7.80M | 1.05% | +655+2.9% | Added |
| IMA Wealth, Inc. | 22,957 | $7.82M | 2.01% | −2,511−9.9% | Reduced |
| Concentric Capital Strategies, LP | 22,969 | $7.82M | 1.68% | +22,969 | New |
| Peak Planning Group, LLC | 22,978 | $7.83M | 5.81% | +1,931+9.2% | Added |
| My Legacy Advisors, LLC | 22,853 | $7.83M | 3.08% | +3,093+15.7% | Added |
| Agate Pass Investment Management, LLC | 23,000 | $7.83M | 4.75% | +164+0.7% | Added |
| Leisure Capital Management | 23,059 | $7.85M | 4.33% | −891−3.7% | Reduced |
| Goodman Advisory Group, LLC | 23,106 | $7.87M | 2.92% | −3,697−13.8% | Reduced |
| Farther Finance Advisors, LLC | 23,150 | $7.88M | 1.72% | +10,683+85.7% | Added |
| Hudson Value Partners, LLC | 23,199 | $7.90M | 4.04% | +879+3.9% | Added |
| Harbor Spring Capital, LLC | 23,200 | $7.90M | 4.52% | −46,000−66.5% | Reduced |
| Integrated Investment Consultants, LLC | 23,226 | $7.91M | 2.50% | +436+1.9% | Added |
| Exeter Financial, LLC | 23,813 | $7.92M | 4.08% | −5,157−17.8% | Reduced |
| First PREMIER Bank | 23,248 | $7.92M | 2.26% | −3,191−12.1% | Reduced |
| Ardsley Advisory Partners LP | 23,250 | $7.92M | 1.79% | +1,100+5.0% | Added |
| Beacon Investment Advisors LLC | 23,251 | $7.92M | 5.41% | +114+0.5% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 23,269 | $7.92M | 6.33% | −1,654−6.6% | Reduced |
| AMJ Financial Wealth Management | 23,284 | $7.93M | 3.48% | +807+3.6% | Added |
| First County Bank | 23,295 | $7.93M | 3.85% | −160−0.7% | Reduced |
| Northstar Advisory Group, LLC | 23,426 | $7.98M | 5.22% | +19,575+508.3% | Added |
| Resurgent Financial Advisors LLC | 23,435 | $7.98M | 5.29% | −2,358−9.1% | Reduced |
| CNB Bank | 23,442 | $7.98M | 4.70% | −2,980−11.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 23,444 | $7.98M | 0.94% | +702+3.1% | Added |
| Voya Financial Advisors, Inc. | 23,858 | $7.99M | 0.93% | −1,631−6.4% | Reduced |
| Delaney Dennis R | 23,480 | $8.00M | 4.87% | +6,864+41.3% | Added |
| Somerset Group LLC | 23,489 | $8.00M | 6.69% | +483+2.1% | Added |
| Family Legacy, Inc. | 23,497 | $8.00M | 3.22% | −1,093−4.4% | Reduced |
| Moseley Investment Management Inc | 23,499 | $8.00M | 4.67% | +167+0.7% | Added |
| Ignite Planners, LLC | 23,736 | $8.00M | 3.08% | −498−2.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 23,518 | $8.01M | 2.58% | −506−2.1% | Reduced |
| Riverview Capital Advisers, LLC | 23,520 | $8.01M | 3.52% | +247+1.1% | Added |
| L2 Asset Management, LLC | 23,525 | $8.01M | 3.92% | +3,254+16.1% | Added |
| Platte River Wealth Advisors, LLC | 23,563 | $8.02M | 2.81% | +261+1.1% | Added |
| Aurora Investment Managers, LLC. | 23,582 | $8.03M | 6.13% | −1,510−6.0% | Reduced |
| Studio Investment Management LLC | 23,601 | $8.04M | 2.25% | −606−2.5% | Reduced |