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 |
|---|---|---|---|---|---|
| HC Advisors, LLC | 1,995 | $679.6K | 0.39% | −16−0.8% | Reduced |
| Delap Wealth Advisory, LLC | 1,997 | $680.1K | 0.67% | −2,410−54.7% | Reduced |
| Carl Stuart Investment Advisor, Inc | 1,998 | $680.3K | 0.52% | +1,998 | New |
| Pacific Sun Financial Corp | 2,361 | $680.6K | 0.46% | +2,361 | New |
| St. Louis Trust Co | 2,000 | $681.1K | 0.13% | 00.0% | Unchanged |
| American Planning Services, Inc. | 2,004 | $682.4K | 0.45% | +294+17.2% | Added |
| Burrus Financial Services, Inc. | 2,006 | $683.1K | 0.38% | +4+0.2% | Added |
| Donald L. Hagan, LLC | 2,006 | $683.2K | 0.38% | −75−3.6% | Reduced |
| Kaye Capital Management | 2,007 | $683.4K | 0.33% | −48−2.3% | Reduced |
| Youngs Advisory Group, Inc. | 2,007 | $683.4K | 0.37% | +14+0.7% | Added |
| Hanseatic Management Services Inc | 2,011 | $685.0K | 1.26% | +2,011 | New |
| Gsa Capital Partners LLP | 2,014 | $686.0K | 0.07% | −1,315−39.5% | Reduced |
| Demars Financial Group, LLC | 2,016 | $686.6K | 0.38% | −60−2.9% | Reduced |
| Boston Standard Wealth Management, LLC | 2,029 | $691.0K | 0.18% | +11+0.5% | Added |
| Whelan Financial | 2,035 | $692.9K | 0.36% | +10.0% | Added |
| Bridgewealth Advisory Group, LLC | 2,039 | $694.7K | 1.13% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 2,042 | $695.4K | 0.62% | +548+36.7% | Added |
| Hoya Capital Real Estate, LLC | 2,044 | $696.1K | 16.00% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 2,044 | $696.7K | 0.78% | −46−2.2% | Reduced |
| All Season Financial Advisors, Inc. | 2,052 | $698.7K | 0.63% | −111−5.1% | Reduced |
| Disciplined Investments, LLC | 2,053 | $699.2K | 0.37% | −700−25.4% | Reduced |
| Geometric Wealth Advisors | 2,028 | $700.1K | 0.22% | +216+11.9% | Added |
| ESL Trust Services, LLC | 2,056 | $700.1K | 0.22% | −253−11.0% | Reduced |
| Harvest Investment Services, LLC | 2,065 | $703.1K | 0.40% | +942+83.9% | Added |
| Intergy Private Wealth, LLC | 2,066 | $703.5K | 0.34% | +449+27.8% | Added |
| Neo Ivy Capital Management | 2,076 | $707.0K | 0.37% | +2,076 | New |
| KilterHowling LLC | 2,097 | $714.2K | 0.61% | +241+13.0% | Added |
| DB Wealth Management Group, LLC | 2,106 | $717.3K | 0.44% | −4−0.2% | Reduced |
| Lingohr & Partner Asset Management GmbH | 2,112 | $719.0K | 1.83% | 00.0% | Unchanged |
| Orin Green Financial, LLC | 2,114 | $719.9K | 0.38% | −383−15.3% | Reduced |
| Jentner Corp | 2,117 | $721.0K | 0.45% | +300+16.5% | Added |
| Signify Wealth | 2,121 | $722.4K | 0.62% | +2,121 | New |
| Brown Wealth Management, LLC | 2,123 | $723.0K | 0.37% | +2,123 | New |
| Prairiewood Capital, LLC | 2,129 | $725.2K | 0.49% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 2,136 | $727.5K | 0.30% | −1,300−37.8% | Reduced |
| Epiq Partners, LLC | 2,138 | $728.1K | 0.49% | +28+1.3% | Added |
| Carmel Capital Management L.L.C. | 2,144 | $730.1K | 0.38% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,144 | $730.3K | 0.45% | +402+23.1% | Added |
| Foundry Partners, LLC | 2,145 | $730.5K | 0.04% | +620+40.7% | Added |
| Sequent Asset Management, LLC | 2,148 | $731.5K | 0.79% | −475−18.1% | Reduced |
| Carmel Capital Partners, LLC | 2,160 | $735.4K | 0.38% | −377−14.9% | Reduced |
| O'Connor Financial Group LLC | 2,160 | $735.6K | 0.51% | +70+3.3% | Added |
| Warwick Investment Management, Inc. | 2,160 | $735.7K | 0.29% | +1,128+109.3% | Added |
| FIDELIS iM, LLC | 2,166 | $737.5K | 0.42% | +4+0.2% | Added |
| Virtus Investment Advisers, Inc. | 2,172 | $739.7K | 0.50% | +1,220+128.2% | Added |
| Gouws Capital LLC | 2,179 | $742.0K | 0.61% | −230−9.5% | Reduced |
| Advanced Research Investment Solutions, LLC | 2,189 | $745.4K | 0.43% | +2,189 | New |
| Grand Wealth Management, LLC | 2,192 | $746.6K | 0.44% | −14−0.6% | Reduced |
| Keystone Financial Services | 2,197 | $748.2K | 0.38% | −106−4.6% | Reduced |
| Horizon Family Wealth, Inc. | 2,202 | $749.8K | 0.72% | −233−9.6% | Reduced |
| Auour Investments LLC | 2,205 | $750.9K | 0.32% | +2,205 | New |
| Horrell Capital Management, Inc. | 2,210 | $753.0K | 0.23% | 00.0% | Unchanged |
| High Pines Wealth Management, LLC | 2,228 | $758.7K | 1.16% | −10.0% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 2,233 | $760.4K | 0.01% | +104+4.9% | Added |
| Arnhold LLC | 2,250 | $766.2K | 0.09% | −100−4.3% | Reduced |
| X-Square Capital, LLC | 2,254 | $768.0K | 0.52% | −753−25.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 2,254 | $768.0K | 0.01% | +18+0.8% | Added |
| BlueSky Wealth Advisors, LLC | 2,256 | $768.4K | 0.15% | −161−6.7% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 2,260 | $769.6K | 0.13% | +2,260 | New |
| Ballew Advisors, Inc | 2,319 | $770.9K | 0.56% | 00.0% | Unchanged |
| Kendall Capital Management | 2,269 | $773.0K | 0.34% | +1,366+151.3% | Added |
| Conservest Capital Advisors, Inc. | 2,274 | $774.2K | 0.09% | +160+7.6% | Added |
| Tandem Wealth Advisors LLC | 2,280 | $776.4K | 0.47% | −329−12.6% | Reduced |
| SWS Partners | 2,283 | $777.5K | 0.28% | −396−14.8% | Reduced |
| Vista Private Wealth Partners. LLC | 2,306 | $780.0K | 0.32% | −12−0.5% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 2,292 | $781.0K | 0.58% | −1,453−38.8% | Reduced |
| Portland Investment Counsel Inc. | 2,294 | $781.0K | 0.39% | −20−0.9% | Reduced |
| Martel Wealth Advisors Inc | 2,299 | $782.9K | 0.19% | +186+8.8% | Added |
| RiverGlades Family Offices LLC | 2,300 | $783.2K | 0.70% | 00.0% | Unchanged |
| Noble Family Wealth, LLC | 2,300 | $783.2K | 0.25% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 2,305 | $785.0K | 0.48% | −40−1.7% | Reduced |
| Inspire Advisors, LLC | 2,309 | $786.4K | 0.15% | +583+33.8% | Added |
| ForthRight Wealth Management, LLC | 2,311 | $787.1K | 0.33% | −155−6.3% | Reduced |
| Alamar Capital Management, LLC | 2,316 | $788.7K | 0.58% | +613+36.0% | Added |
| Epic Trust Investment Advisors, LLC | 2,325 | $791.7K | 1.12% | −700−23.1% | Reduced |
| Ulrich Consultants & Investment Group, LLC | 2,334 | $794.8K | 1.92% | +1,111+90.8% | Added |
| Sage Private Wealth Group, LLC | 2,343 | $798.1K | 1.09% | 00.0% | Unchanged |
| Etfidea, LLC | 2,356 | $802.3K | 0.33% | +196+9.1% | Added |
| Cornerstone Planning Group LLC | 2,362 | $804.3K | 0.32% | +2,362 | New |
| West Chester Capital Advisors, Inc | 2,369 | $806.7K | 1.53% | +600+33.9% | Added |
| Summit Wealth Group, LLC | 2,370 | $807.0K | 0.33% | −680,857−99.7% | Reduced |
| USAdvisors Wealth Management, LLC | 2,385 | $809.0K | 0.38% | −81−3.3% | Reduced |
| Quaker Wealth Management, LLC | 2,376 | $809.2K | 0.37% | +202+9.3% | Added |
| Narus Financial Partners, LLC | 2,382 | $811.0K | 0.42% | −41−1.7% | Reduced |
| ETF Store, Inc. | 2,256 | $811.1K | 0.57% | +7+0.3% | Added |
| Martin Investment Management, LLC | 2,383 | $811.5K | 0.23% | 00.0% | Unchanged |
| Botty Investors LLC | 2,389 | $813.4K | 0.31% | +3+0.1% | Added |
| AJ Advisors, LLC | 2,394 | $815.2K | 0.57% | −25−1.0% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 2,395 | $815.6K | 0.62% | −263−9.9% | Reduced |
| Chicago Wealth Management, Inc. | 2,398 | $816.7K | 0.62% | −1,219−33.7% | Reduced |
| Wilkins Investment Counsel Inc | 2,400 | $817.0K | 0.21% | 00.0% | Unchanged |
| Smart Money Group LLC | 2,413 | $821.8K | 0.39% | +121+5.3% | Added |
| Must Asset Management Inc. | 2,454 | $822.2K | 2.27% | −1,742−41.5% | Reduced |
| Sound Stewardship, LLC | 2,426 | $826.2K | 0.54% | −100−4.0% | Reduced |
| Wealthcare Capital Management LLC | 2,428 | $826.8K | 0.10% | +181+8.1% | Added |
| Waypoint Wealth Partners Inc. | 2,436 | $829.6K | 0.28% | −2,068−45.9% | Reduced |
| Axim Planning & Wealth | 2,437 | $829.9K | 0.75% | +96+4.1% | Added |
| Aufman Associates Inc | 2,442 | $831.5K | 0.69% | −126−4.9% | Reduced |
| Stonebridge Financial Planning Group, LLC | 2,442 | $831.6K | 0.51% | +793+48.1% | Added |
| Sterling Financial Planning, Inc. | 2,444 | $832.2K | 0.41% | −144−5.6% | Reduced |