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 |
|---|---|---|---|---|---|
| Essex Private Wealth Management, LLC | 1,541 | $524.8K | 1.80% | −5−0.3% | Reduced |
| New England Capital Financial Advisors LLC | 1,553 | $529.0K | 0.35% | −99−6.0% | Reduced |
| TPG Financial Advisors, LLC | 1,554 | $529.2K | 0.28% | +122+8.5% | Added |
| Fiducient Advisors LLC | 1,562 | $531.9K | 0.16% | +133+9.3% | Added |
| MorganRosel Wealth Management, LLC | 1,565 | $532.9K | 0.22% | +331+26.8% | Added |
| Capital Wealth Management, LLC | 1,566 | $533.3K | 0.29% | 00.0% | Unchanged |
| AAFCPAs Wealth Management, LLC | 1,566 | $533.4K | 0.34% | −21−1.3% | Reduced |
| Root Financial Partners, LLC | 1,574 | $535.8K | 0.32% | +399+34.0% | Added |
| Strategic Investment Solutions, Inc. | 1,613 | $536.2K | 0.11% | −2,595−61.7% | Reduced |
| Market Street Wealth Management Advisors LLC | 1,583 | $539.1K | 0.14% | +55+3.6% | Added |
| GoalFusion Wealth Management, LLC | 1,589 | $541.1K | 0.40% | −27−1.7% | Reduced |
| Instrumental Wealth, LLC | 1,606 | $541.4K | 0.65% | −56−3.4% | Reduced |
| Strategic Equity Management | 1,592 | $542.1K | 0.19% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 1,595 | $543.0K | 0.25% | −20−1.2% | Reduced |
| Rinkey Investments | 1,599 | $544.7K | 0.25% | −506−24.0% | Reduced |
| Knott David M Jr | 1,600 | $545.0K | 0.23% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 1,609 | $548.1K | 0.39% | −48−2.9% | Reduced |
| Hilltop Wealth Advisors, LLC | 1,611 | $548.6K | 0.40% | −3−0.2% | Reduced |
| Redmont Wealth Advisors LLC | 1,612 | $548.9K | 0.94% | +129+8.7% | Added |
| Harbor Group, Inc. | 1,618 | $550.9K | 0.30% | −283−14.9% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 1,620 | $551.8K | 0.48% | +7+0.4% | Added |
| Financial Enhancement Group LLC | 1,693 | $554.4K | 0.10% | −311−15.5% | Reduced |
| Merlin Capital LLC | 1,635 | $556.8K | 1.89% | −163−9.1% | Reduced |
| High Probability Advisors, LLC | 1,636 | $557.1K | 0.12% | +573+53.9% | Added |
| Hoese & Co LLP | 1,639 | $558.1K | 0.52% | −108−6.2% | Reduced |
| Leo H. Evart, Inc. | 1,642 | $559.1K | 0.78% | +1+0.1% | Added |
| Shakespeare Wealth Management, Inc. | 1,650 | $561.8K | 0.19% | +118+7.7% | Added |
| FinDec Wealth Services, Inc. | 1,651 | $562.1K | 0.39% | +34+2.1% | Added |
| West Financial Advisors, LLC | 1,652 | $562.7K | 0.14% | +94+6.0% | Added |
| Morton Brown Family Wealth, LLC | 1,659 | $564.9K | 0.30% | −229−12.1% | Reduced |
| Penn Davis McFarland Inc | 1,659 | $565.0K | 0.10% | +209+14.4% | Added |
| Sara-Bay Financial | 1,661 | $565.7K | 0.28% | −287−14.7% | Reduced |
| McCarthy Asset Management, Inc. | 1,667 | $567.6K | 0.39% | −60−3.5% | Reduced |
| Sym Financial Corp | 1,667 | $567.7K | 0.12% | +329+24.6% | Added |
| Resolute Partners Group | 1,671 | $569.0K | 0.06% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 1,690 | $575.5K | 0.44% | −44−2.5% | Reduced |
| Arkansas Financial Group, Inc. | 1,694 | $576.9K | 0.12% | +471+38.5% | Added |
| V2 Financial group LLC | 1,700 | $578.9K | 0.42% | −614−26.5% | Reduced |
| Karpus Management, Inc. | 1,700 | $578.9K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,702 | $579.6K | 0.30% | −60−3.4% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 1,707 | $581.1K | 0.32% | +1,707 | New |
| Barry Investment Advisors, LLC | 1,721 | $586.0K | 0.20% | −23−1.3% | Reduced |
| OmniStar Financial Group, Inc. | 1,720 | $587.0K | 0.69% | −140−7.5% | Reduced |
| TNF LLC | 1,726 | $587.7K | 0.26% | +1+0.1% | Added |
| Compass Advisory Group LLC | 1,727 | $588.1K | 0.31% | +607+54.2% | Added |
| Reliant Investment Management, LLC | 1,730 | $589.1K | 0.34% | +402+30.3% | Added |
| Ruedi Wealth Management, Inc. | 1,731 | $589.5K | 0.35% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 1,732 | $589.9K | 0.19% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,733 | $590.1K | 0.49% | +59+3.5% | Added |
| Shapiro Capital Management LLC | 1,733 | $590.2K | 0.02% | −52−2.9% | Reduced |
| RE Dickinson Investment Advisors, LLC | 1,738 | $592.0K | 0.22% | −154−8.1% | Reduced |
| Kraematon Investment Advisors, Inc | 1,740 | $592.6K | 0.65% | +13+0.8% | Added |
| Fermata Advisors, LLC | 1,740 | $592.6K | 0.54% | −5,875−77.2% | Reduced |
| Client 1st Advisory Group, LLC | 1,740 | $592.7K | 0.31% | +38+2.2% | Added |
| Arlington Capital Management, Inc. | 1,753 | $597.1K | 0.52% | +26+1.5% | Added |
| Rebalance, LLC | 1,767 | $601.7K | 0.06% | −68−3.7% | Reduced |
| Private Wealth Strategies, L.L.C. | 1,768 | $602.1K | 0.14% | −244−12.1% | Reduced |
| Rather & Kittrell, Inc. | 1,787 | $608.5K | 0.25% | +448+33.5% | Added |
| Enzi Wealth | 1,785 | $611.6K | 0.31% | +23+1.3% | Added |
| Joule Financial, LLC | 1,813 | $613.1K | 0.32% | +4+0.2% | Added |
| Ulland Investment Advisors, LLC | 1,802 | $614.0K | 0.63% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 1,811 | $616.8K | 0.69% | +1,811 | New |
| Schoolcraft Capital LLC | 1,818 | $619.1K | 0.17% | +1,818 | New |
| Theory Financial LLC | 1,841 | $626.9K | 0.36% | −3,377−64.7% | Reduced |
| Raymond James Trust Co. of NH | 1,840 | $627.0K | 7.16% | −254−12.1% | Reduced |
| Forbes Financial Planning, Inc. | 1,845 | $628.3K | 0.61% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 1,848 | $629.4K | 0.09% | +688+59.3% | Added |
| Provident Wealth Management, LLC | 1,851 | $630.3K | 0.31% | −60−3.1% | Reduced |
| HTG Investment Advisors, Inc. | 1,858 | $632.7K | 0.52% | +153+9.0% | Added |
| Treynor Bancshares, Inc. | 1,961 | $633.4K | 0.42% | +26+1.3% | Added |
| PFS Partners, LLC | 1,865 | $635.0K | 0.53% | +170+10.0% | Added |
| McMahon Financial Advisors, LLC | 1,868 | $636.0K | 0.20% | −172−8.4% | Reduced |
| Point72 Middle East FZE | 1,869 | $636.5K | 0.04% | +1,869 | New |
| Horizon Bancorp Inc | 1,872 | $637.0K | 0.41% | +882+89.1% | Added |
| Brio Consultants, LLC | 1,871 | $637.1K | 0.12% | −52−2.7% | Reduced |
| Affinia Financial Group, LLC | 1,954 | $639.9K | 0.44% | +58+3.1% | Added |
| Joseph P. Lucia & Associates, LLC | 1,891 | $643.9K | 0.43% | +1+0.1% | Added |
| Ewa, LLC | 1,891 | $644.0K | 0.44% | +46+2.5% | Added |
| Welch Capital Partners LLC | 1,890 | $644.0K | 0.18% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,896 | $645.5K | 0.17% | −78−4.0% | Reduced |
| Cannon Financial Strategists, Inc. | 1,907 | $649.5K | 0.18% | −123−6.1% | Reduced |
| Seven Springs Wealth Group, LLC | 1,909 | $650.1K | 0.31% | 00.0% | Unchanged |
| Cypress Financial Planning LLC | 1,925 | $650.6K | 0.37% | +7+0.4% | Added |
| Pachira Investments Inc. | 1,911 | $650.6K | 0.70% | +5+0.3% | Added |
| ZRC Wealth Management, LLC | 1,912 | $651.1K | 0.55% | −326−14.6% | Reduced |
| Banta Asset Management LP | 1,916 | $652.5K | 0.76% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 1,920 | $653.7K | 0.25% | +1+0.1% | Added |
| Simplicity Wealth,LLC | 1,921 | $654.3K | 0.41% | −477−19.9% | Reduced |
| Poplar Forest Capital LLC | 1,924 | $655.2K | 0.09% | −10−0.5% | Reduced |
| Tobias Financial Advisors, Inc. | 1,926 | $655.8K | 0.18% | +232+13.7% | Added |
| O'Brien Wealth Partners LLC | 1,928 | $656.6K | 0.19% | −126−6.1% | Reduced |
| Richard P Slaughter Associates Inc | 1,935 | $658.9K | 0.19% | −66−3.3% | Reduced |
| Seven Post Investment Office LP | 1,937 | $659.6K | 0.20% | 00.0% | Unchanged |
| Gibson Capital, LLC | 1,939 | $660.3K | 0.17% | −639−24.8% | Reduced |
| Plotkin Financial Advisors, LLC | 1,950 | $664.1K | 0.55% | −268−12.1% | Reduced |
| Stevard, LLC | 1,953 | $665.1K | 0.63% | +132+7.2% | Added |
| Tremblant Capital Group | 1,958 | $666.8K | 0.07% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,969 | $670.0K | 0.30% | −2,014−50.6% | Reduced |
| Coco Enterprises, LLC | 1,983 | $674.8K | 0.51% | −18−0.9% | Reduced |
| Wick Capital Partners, LLC | 1,983 | $675.4K | 0.40% | +234+13.4% | Added |