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 |
|---|---|---|---|---|---|
| Sensible Money, LLC | 2,445 | $832.6K | 0.61% | −125−4.9% | Reduced |
| Covey Capital Advisors, LLC | 2,450 | $834.3K | 1.21% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 2,452 | $835.0K | 0.68% | −247−9.2% | Reduced |
| Fortune 45 LLC | 2,442 | $835.3K | 0.85% | +103+4.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,466 | $839.8K | 0.00% | −100−3.9% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 2,467 | $840.0K | 0.27% | +67+2.8% | Added |
| Collaborative Wealth Managment Inc. | 2,471 | $841.5K | 0.50% | −177−6.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 2,490 | $848.2K | 0.63% | −101−3.9% | Reduced |
| Endowment Wealth Management, Inc. | 2,495 | $849.6K | 0.78% | +36+1.5% | Added |
| Riverstone Advisors, LLC | 2,497 | $850.2K | 0.52% | −359−12.6% | Reduced |
| Next Capital Management LLC | 2,499 | $850.9K | 0.39% | −121−4.6% | Reduced |
| Opus Capital Group, LLC | 2,504 | $853.0K | 0.15% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 2,511 | $855.1K | 0.38% | +110+4.6% | Added |
| Bernardo Wealth Planning LLC | 2,521 | $858.8K | 0.34% | −95−3.6% | Reduced |
| SMART Wealth LLC | 2,524 | $859.5K | 0.65% | −505−16.7% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,534 | $862.9K | 0.24% | −68−2.6% | Reduced |
| Hunter Perkins Capital Management, LLC | 2,538 | $864.0K | 0.18% | −252−9.0% | Reduced |
| Graham Capital Wealth Management, LLC | 2,538 | $864.3K | 2.04% | +15+0.6% | Added |
| Acas, LLC | 2,573 | $876.1K | 1.18% | +315+14.0% | Added |
| Holland Advisory Services, Inc. | 2,578 | $878.0K | 1.12% | +10.0% | Added |
| MQS Management LLC | 2,580 | $878.6K | 0.60% | +2,580 | New |
| LVZ Advisors, Inc. | 2,589 | $881.7K | 0.12% | +230+9.7% | Added |
| Marshall Financial Group Inc | 2,592 | $882.7K | 0.34% | 00.0% | Unchanged |
| Fort, L.P. | 2,594 | $883.4K | 2.34% | +406+18.6% | Added |
| Glaxis Capital Management, LLC | 2,600 | $885.4K | 3.36% | 00.0% | Unchanged |
| Covestor Ltd | 2,599 | $886.0K | 0.68% | −15−0.6% | Reduced |
| Stephens Investment Management Group LLC | 2,605 | $887.1K | 0.01% | +298+12.9% | Added |
| Raffa Wealth Management, LLC | 2,612 | $889.4K | 0.30% | −1,296−33.2% | Reduced |
| Waterford Advisors, LLC | 2,618 | $892.0K | 0.43% | −177−6.3% | Reduced |
| WorthPointe, LLC | 2,620 | $892.2K | 0.56% | +972+59.0% | Added |
| Palladiem, LLC | 2,624 | $893.7K | 0.92% | −20−0.8% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,626 | $894.4K | 0.28% | −30−1.1% | Reduced |
| America First Investment Advisors, LLC | 2,628 | $894.9K | 0.24% | 00.0% | Unchanged |
| Capital Square, LLC | 2,633 | $896.7K | 0.83% | +43+1.7% | Added |
| Mma Asset Management LLC | 2,641 | $899.2K | 0.53% | +802+43.6% | Added |
| Tower Wealth Partners, Inc. | 2,648 | $901.8K | 0.72% | −56−2.1% | Reduced |
| jvl associates llc | 2,650 | $902.4K | 0.44% | +18+0.7% | Added |
| Juncture Wealth Strategies, LLC | 2,653 | $903.5K | 0.42% | +37+1.4% | Added |
| Sciencast Management LP | 2,661 | $904.0K | 0.74% | +2,661 | New |
| ShoreHaven Wealth Partners, LLC | 2,660 | $905.7K | 0.61% | +4+0.2% | Added |
| Morris Financial Concepts, Inc. | 2,660 | $905.8K | 0.59% | −35−1.3% | Reduced |
| Total Investment Management Inc | 2,662 | $906.5K | 0.12% | +152+6.1% | Added |
| Websterrogers Financial Advisors, LLC | 2,665 | $907.5K | 0.40% | −200−7.0% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 2,667 | $908.2K | 1.20% | −74−2.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 2,667 | $908.2K | 0.08% | −50−1.8% | Reduced |
| Main Line Retirement Advisors, LLC | 2,668 | $908.6K | 0.85% | +2,668 | New |
| Tanglewood Legacy Advisors, LLC | 2,671 | $909.6K | 0.53% | −14−0.5% | Reduced |
| Whitcomb & Hess, Inc. | 2,673 | $910.4K | 0.33% | +3+0.1% | Added |
| Impact Partnership Wealth, LLC | 2,681 | $912.9K | 0.32% | +2,681 | New |
| Soundwatch Capital LLC | 2,685 | $914.4K | 0.23% | 00.0% | Unchanged |
| TrueWealth Financial Partners | 2,688 | $915.3K | 0.76% | +1,238+85.4% | Added |
| Integral Investment Advisors, Inc. | 2,696 | $918.1K | 0.61% | −20−0.7% | Reduced |
| Saiph Capital, LLC | 2,697 | $918.6K | 0.50% | −292−9.8% | Reduced |
| Virtus ETF Advisers LLC | 2,701 | $919.8K | 0.55% | +2,701 | New |
| NSI Retail Advisors, LLC | 2,702 | $920.0K | 0.16% | −200−6.9% | Reduced |
| Shaker Investments LLC | 2,703 | $920.5K | 0.47% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 2,707 | $921.8K | 0.59% | +2,707 | New |
| Warner Financial, Inc | 2,712 | $924.0K | 0.60% | +61+2.3% | Added |
| Hill Investment Group Partners, LLC | 2,725 | $928.0K | 0.17% | +365+15.5% | Added |
| Safeguard Financial, LLC | 2,737 | $932.0K | 0.45% | −206−7.0% | Reduced |
| Brogan Financial, Inc. | 2,745 | $934.8K | 0.79% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 2,721 | $938.9K | 0.35% | +429+18.7% | Added |
| Garrison Asset Management, LLC | 2,761 | $940.2K | 0.56% | +112+4.2% | Added |
| Sageworth Trust Co | 2,778 | $946.0K | 0.07% | −215−7.2% | Reduced |
| McNaughton Wealth Management, LLC | 2,778 | $946.0K | 0.61% | −157−5.3% | Reduced |
| Element Wealth, LLC | 2,783 | $948.0K | 0.66% | +74+2.7% | Added |
| Wealthstar Advisors, LLC | 2,790 | $950.1K | 0.40% | −4−0.1% | Reduced |
| Future Financial Wealth Managment LLC | 2,797 | $952.5K | 1.00% | +154+5.8% | Added |
| Retirement Guys Formula LLC | 2,807 | $955.7K | 0.55% | −404−12.6% | Reduced |
| Oldfather Financial Services, LLC | 2,808 | $956.2K | 0.47% | +10.0% | Added |
| Insight Folios Inc | 2,809 | $956.6K | 0.40% | +238+9.3% | Added |
| Cairn Investment Group, Inc. | 2,811 | $957.0K | 0.62% | −27−1.0% | Reduced |
| Presidio Capital Management, LLC | 2,818 | $959.7K | 0.77% | +918+48.3% | Added |
| Petra Financial Advisors Inc | 2,823 | $961.3K | 0.86% | −2,504−47.0% | Reduced |
| Freedom Wealth Alliance, LLC | 2,807 | $961.8K | 1.34% | −6−0.2% | Reduced |
| Sightline Wealth Advisors, LLC | 3,337 | $962.1K | 0.96% | +29+0.9% | Added |
| Ratio Wealth Group | 2,831 | $964.2K | 0.24% | +2,831 | New |
| Lowe Wealth Advisors, LLC | 2,834 | $965.2K | 0.49% | −10−0.4% | Reduced |
| DDFG, Inc | 2,840 | $967.1K | 0.36% | +3+0.1% | Added |
| ODonnell Financial Services, LLC | 2,847 | $969.6K | 0.59% | +3+0.1% | Added |
| Keating Investment Counselors Inc | 2,855 | $972.2K | 0.35% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 2,878 | $980.2K | 0.43% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 2,890 | $984.2K | 0.75% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 2,893 | $985.3K | 0.57% | −76−2.6% | Reduced |
| IVC Wealth Advisors LLC | 2,894 | $985.4K | 0.62% | +144+5.2% | Added |
| Mid-American Wealth Advisory Group, Inc. | 2,925 | $986.3K | 0.77% | +2,925 | New |
| Morling Financial Advisors, LLC | 2,911 | $991.3K | 0.95% | −748−20.4% | Reduced |
| Richwood Investment Advisors, LLC | 2,919 | $994.0K | 0.97% | −91−3.0% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 2,924 | $995.8K | 0.68% | +26+0.9% | Added |
| Brickley Wealth Management | 2,928 | $997.1K | 0.25% | +107+3.8% | Added |
| BHK Investment Advisors, LLC | 2,931 | $998.0K | 0.43% | −115−3.8% | Reduced |
| SBB Research Group LLC | 2,938 | $1.00M | 1.82% | −896−23.4% | Reduced |
| Curran Financial Partners, LLC | 2,941 | $1.00M | 0.44% | +30+1.0% | Added |
| Resonate Capital, LLC | 2,942 | $1.00M | 6.50% | −20,422−87.4% | Reduced |
| Dakota Community Bank & Trust NA | 2,956 | $1.01M | 5.94% | −290−8.9% | Reduced |
| Keb Asset Management, LLC | 2,974 | $1.01M | 0.42% | +652+28.1% | Added |
| Archetype Wealth Partners | 2,979 | $1.01M | 0.20% | +854+40.2% | Added |
| Defined Wealth Management, LLC | 2,981 | $1.02M | 0.86% | +85+2.9% | Added |
| Rise Advisors, LLC | 2,982 | $1.02M | 0.79% | −143−4.6% | Reduced |
| Lebenthal Global Advisors, LLC | 2,985 | $1.02M | 0.29% | +113+3.9% | Added |