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; 6,248 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
- 4,815
- +138 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
- 219
- 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 | 6,248 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Black Swift Group, LLC | 1,080 | $367.8K | 0.13% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 1,080 | $367.8K | 0.33% | −13−1.2% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 1,081 | $368.1K | 0.05% | 00.0% | Unchanged |
| Dravo Bay LLC | 1,082 | $368.5K | 0.27% | +172+18.9% | Added |
| Horizons Wealth Management | 1,084 | $369.1K | 0.26% | +195+21.9% | Added |
| Weil Company, Inc. | 1,087 | $370.1K | 0.16% | +51+4.9% | Added |
| TAGStone Capital, Inc. | 1,092 | $372.0K | 0.27% | +2+0.2% | Added |
| Waller Financial Planning Group, Inc | 1,097 | $373.6K | 0.10% | −68−5.8% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,105 | $376.5K | 0.12% | +2+0.2% | Added |
| Myecfo, LLC | 1,114 | $379.2K | 0.28% | +280+33.6% | Added |
| Dopkins Wealth Management, LLC | 1,115 | $379.7K | 0.34% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 1,115 | $379.7K | 0.16% | +154+16.0% | Added |
| Treasure Coast Financial Planning | 1,126 | $383.4K | 0.26% | 00.0% | Unchanged |
| OLIO Financial Planning | 1,131 | $385.3K | 0.18% | +71+6.7% | Added |
| Activest Wealth Management | 1,610 | $385.9K | 0.27% | −289−15.2% | Reduced |
| Outfitter Financial LLC | 1,134 | $386.2K | 0.35% | −86−7.0% | Reduced |
| Insight Wealth Partners, LLC | 1,143 | $389.4K | 0.32% | +268+30.6% | Added |
| Cardinal Capital Management, Inc. | 1,150 | $391.6K | 0.02% | −123−9.7% | Reduced |
| MTM Financial Group, LLC | 1,166 | $397.2K | 0.34% | +11+1.0% | Added |
| Meredith Wealth Planning | 1,170 | $398.4K | 0.32% | −1,619−58.0% | Reduced |
| Afg Fiduciary Services Limited Partnership | 1,154 | $398.4K | 0.30% | −20−1.7% | Reduced |
| Ameraudi Asset Management, Inc. | 1,180 | $401.8K | 0.18% | 00.0% | Unchanged |
| Compass Financial Group, Inc. | 1,183 | $402.9K | 0.25% | +200+20.3% | Added |
| Bramshill Investments, LLC | 1,190 | $405.2K | 0.04% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,203 | $409.8K | 0.30% | −128−9.6% | Reduced |
| Beacon Financial Planning, Inc | 1,212 | $412.8K | 0.35% | +142+13.3% | Added |
| Johnson Midwest Financial, LLC | 1,216 | $414.0K | 0.37% | −8−0.7% | Reduced |
| LifePro Asset Management | 1,224 | $416.7K | 0.32% | +1,224 | New |
| Brave Warrior Advisors, LLC | 1,225 | $417.2K | 0.01% | −475−27.9% | Reduced |
| Fee-Only Financial Planning, L.C. | 1,226 | $417.5K | 0.32% | +45+3.8% | Added |
| Guardian Wealth Management, Inc. | 1,228 | $418.2K | 0.38% | +1+0.1% | Added |
| Benchmark Wealth Management, LLC | 1,234 | $420.2K | 0.25% | −32−2.5% | Reduced |
| Del-Sette Capital Management, LLC | 1,240 | $422.3K | 0.40% | −7−0.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 1,242 | $422.9K | 0.17% | +713+134.8% | Added |
| Barnett & Company, Inc. | 1,255 | $427.4K | 0.32% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1,260 | $429.2K | 0.06% | −47−3.6% | Reduced |
| Carlsbad Wealth Advisory Group, Inc. | 1,263 | $430.1K | 0.28% | +1,263 | New |
| Thompson Davis & Co., Inc. | 1,269 | $432.0K | 0.49% | +54+4.4% | Added |
| Fox Run Management, L.L.C. | 1,270 | $432.5K | 0.12% | +1,270 | New |
| Lee Financial Group Hawaii, Inc. | 1,276 | $434.2K | 0.40% | −747−36.9% | Reduced |
| Beacon Wealthcare LLC | 1,275 | $434.2K | 0.22% | +21+1.7% | Added |
| Sharper & Granite LLC | 1,277 | $434.9K | 0.25% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,280 | $435.9K | 0.05% | +112+9.6% | Added |
| Truefg, LLC | 1,285 | $437.6K | 0.19% | −21−1.6% | Reduced |
| Marex Group plc | 1,296 | $441.3K | 0.08% | +1,296 | New |
| Applied Capital LLC | 1,297 | $441.7K | 0.27% | 00.0% | Unchanged |
| Axq Capital, LP | 1,300 | $442.7K | 0.55% | +1,300 | New |
| American Investment Services, Inc. | 1,305 | $444.4K | 0.09% | −7,282−84.8% | Reduced |
| Resource Planning Group | 1,311 | $446.5K | 0.36% | +11+0.8% | Added |
| Regal Wealth Group, Inc. | 1,326 | $447.2K | 0.29% | +1+0.1% | Added |
| Grey Fox Wealth Advisors, LLC | 1,315 | $447.7K | 0.23% | −172−11.6% | Reduced |
| Keeley-Teton Advisors, LLC | 1,317 | $448.6K | 0.06% | 00.0% | Unchanged |
| Family Investment Center, Inc. | 1,331 | $453.3K | 0.29% | +1+0.1% | Added |
| Arrien Investments, Inc. | 1,335 | $454.6K | 0.39% | +31+2.4% | Added |
| Core Wealth Management, Inc. | 1,339 | $456.0K | 0.23% | −23−1.7% | Reduced |
| Lowery Thomas, LLC | 1,345 | $457.9K | 0.45% | +370+37.9% | Added |
| Sterling Manor Financial, LLC | 1,360 | $463.1K | 0.39% | +220+19.3% | Added |
| Beck Bode, LLC | 1,365 | $464.8K | 0.11% | −154−10.1% | Reduced |
| Precision Wealth Strategies, LLC | 1,374 | $467.8K | 0.77% | −230−14.3% | Reduced |
| Simplify Asset Management Inc. | 1,375 | $468.2K | 0.08% | −1,305−48.7% | Reduced |
| Family Capital Trust Co | 1,383 | $471.0K | 0.16% | 00.0% | Unchanged |
| Partners in Financial Planning | 1,389 | $473.0K | 0.12% | +83+6.4% | Added |
| Denver Wealth Management, Inc. | 1,396 | $475.3K | 0.33% | +1+0.1% | Added |
| Teramo Advisors, LLC | 1,400 | $476.8K | 0.25% | 00.0% | Unchanged |
| Envoi LLC | 1,400 | $476.8K | 1.52% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 1,409 | $479.7K | 0.39% | −117−7.7% | Reduced |
| RTD Financial Advisors, Inc. | 1,412 | $480.8K | 0.07% | +86+6.5% | Added |
| Idaho Trust Bank | 1,415 | $481.9K | 0.30% | +1,415 | New |
| 25 LLC | 1,418 | $486.0K | 0.27% | +165+13.2% | Added |
| Johnson Financial Group, LLC | 1,431 | $487.4K | 0.07% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,433 | $488.0K | 0.35% | −756−34.5% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 1,439 | $490.0K | 0.40% | +1+0.1% | Added |
| ACT Advisors, LLC. | 1,439 | $490.0K | 0.32% | −1,986−58.0% | Reduced |
| Hongkou Capital LP | 1,443 | $491.4K | 1.55% | +1,443 | New |
| Garrett Wealth Advisory Group, LLC | 1,447 | $492.8K | 0.22% | +7+0.5% | Added |
| Nebula Research & Development LLC | 1,448 | $493.1K | 0.37% | +1,448 | New |
| Chico Wealth RIA | 1,456 | $495.8K | 0.59% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 1,457 | $496.2K | 0.25% | +298+25.7% | Added |
| Atlas Financial Advisors, Inc. | 1,458 | $496.5K | 0.70% | −146−9.1% | Reduced |
| Peterson Financial Group, Inc. | 1,460 | $497.3K | 4.56% | +215+17.3% | Added |
| Armor Investment Advisors, LLC | 1,465 | $498.8K | 0.30% | +45+3.2% | Added |
| Altus Wealth Management, LLC | 1,466 | $499.2K | 0.39% | −274−15.7% | Reduced |
| Vantage Financial Partners, LLC | 1,467 | $499.7K | 0.19% | +2+0.1% | Added |
| Mendota Financial Group, LLC | 1,471 | $500.9K | 0.57% | −4−0.3% | Reduced |
| CastleKnight Management LP | 1,475 | $502.3K | 0.10% | −1,900−56.3% | Reduced |
| Navis Wealth Advisors, LLC | 1,476 | $502.7K | 0.46% | −12−0.8% | Reduced |
| Camelot Portfolios, LLC | 1,488 | $506.7K | 0.32% | −214−12.6% | Reduced |
| Daniels&Tansey,LLP | 1,493 | $508.4K | 0.17% | +53+3.7% | Added |
| Level Financial Advisors, Inc. | 1,495 | $509.1K | 0.28% | +39+2.7% | Added |
| Longitude (Cayman) Ltd. | 1,500 | $510.8K | 0.78% | −800−34.8% | Reduced |
| Triad Investment Management | 1,500 | $510.8K | 0.71% | 00.0% | Unchanged |
| Troluce Capital Advisors LLC | 1,500 | $510.8K | 0.77% | +1,500 | New |
| Arcadia Wealth Management, LLC | 1,515 | $516.0K | 0.38% | +81+5.6% | Added |
| My Purposeful Wealth Corp. | 1,516 | $516.3K | 0.40% | +29+2.0% | Added |
| Lagoda Investment Management, L.P. | 1,525 | $519.3K | 0.37% | 00.0% | Unchanged |
| Meridian Management Co | 1,527 | $520.0K | 0.16% | +203+15.3% | Added |
| NFC Investments, LLC | 1,525 | $520.0K | 0.17% | −25−1.6% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 1,529 | $520.9K | 0.35% | +304+24.8% | Added |
| TL Private Wealth | 1,572 | $521.6K | 0.29% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 1,538 | $523.6K | 0.28% | +21+1.4% | Added |