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 |
|---|---|---|---|---|---|
| Vance Wealth, Inc. | 2,995 | $1.02M | 0.46% | −147−4.7% | Reduced |
| Intrepid Capital Management Inc | 2,995 | $1.02M | 0.72% | +185+6.6% | Added |
| Asset Allocation & Management Company, LLC | 3,000 | $1.02M | 0.41% | −4,121−57.9% | Reduced |
| Artal Group S.A. | 3,000 | $1.02M | 0.03% | +3,000 | New |
| Capital Wealth Alliance, LLC | 3,010 | $1.03M | 0.77% | −302−9.1% | Reduced |
| Financial Advisory Corp | 3,013 | $1.03M | 0.46% | −37−1.2% | Reduced |
| Seascape Capital Management | 3,013 | $1.03M | 0.49% | −11−0.4% | Reduced |
| Arista Wealth Management, LLC | 3,017 | $1.03M | 0.43% | +203+7.2% | Added |
| HighMark Wealth Management LLC | 3,019 | $1.03M | 0.77% | −168−5.3% | Reduced |
| Financial Planning & Information Services, Inc. | 3,020 | $1.03M | 0.19% | +130+4.5% | Added |
| Awm Capital, LLC | 3,021 | $1.03M | 0.25% | −33−1.1% | Reduced |
| CPA Asset Management LLC | 3,028 | $1.03M | 0.74% | −23−0.8% | Reduced |
| Bell Investment Advisors, Inc | 3,031 | $1.03M | 0.23% | +270+9.8% | Added |
| Surience Private Wealth LLC | 3,042 | $1.04M | 1.48% | −6−0.2% | Reduced |
| Sutton Place Investors LLC | 3,048 | $1.04M | 1.44% | +160+5.5% | Added |
| Cook Wealth Management Group LLC | 3,140 | $1.04M | 0.80% | +109+3.6% | Added |
| CGC Financial Services, LLC | 3,053 | $1.04M | 0.68% | +3,053 | New |
| Oberweis Asset Management Inc | 3,055 | $1.04M | 0.13% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 3,062 | $1.04M | 0.40% | +6+0.2% | Added |
| Davis Investment Partners, LLC | 2,996 | $1.05M | 0.50% | +153+5.4% | Added |
| Hyperion Partners, LLC | 3,073 | $1.05M | 0.88% | −13−0.4% | Reduced |
| Archvest Wealth Advisors, Inc. | 3,081 | $1.05M | 0.86% | +2+0.1% | Added |
| Phillips Financial Management, LLC | 3,086 | $1.05M | 0.10% | +271+9.6% | Added |
| Peregrine Asset Advisers, Inc. | 3,095 | $1.05M | 0.81% | +1,317+74.1% | Added |
| KFG Wealth Management, LLC | 3,102 | $1.06M | 0.62% | +10.0% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 3,104 | $1.06M | 1.01% | +230+8.0% | Added |
| Flower City Capital | 3,105 | $1.06M | 1.23% | +1,314+73.4% | Added |
| Chiron Capital Management, LLC | 3,107 | $1.06M | 0.84% | −500−13.9% | Reduced |
| Long Road Investment Counsel, LLC | 3,117 | $1.06M | 0.49% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 3,119 | $1.06M | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 3,125 | $1.06M | 0.31% | +700+28.9% | Added |
| Parker Financial LLC | 3,130 | $1.07M | 0.77% | +487+18.4% | Added |
| Hanlon Investment Management, Inc. | 3,133 | $1.07M | 0.31% | +130+4.3% | Added |
| Global Wealth Strategies & Associates | 3,144 | $1.07M | 0.50% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 3,155 | $1.07M | 0.20% | 00.0% | Unchanged |
| Trinity Wealth Management, LLC | 3,156 | $1.07M | 0.66% | −159−4.8% | Reduced |
| Biechele Royce Advisors | 3,157 | $1.08M | 0.37% | +346+12.3% | Added |
| Marquette Asset Management, LLC | 3,165 | $1.08M | 0.27% | +251+8.6% | Added |
| Foundation Wealth Management, LLC | 3,179 | $1.08M | 1.06% | −24−0.7% | Reduced |
| Aspire Wealth Management Corp | 3,179 | $1.08M | 0.82% | +10.0% | Added |
| McClarren Financial Advisors, Inc. | 3,180 | $1.08M | 0.90% | +7+0.2% | Added |
| MAS Advisors LLC | 3,182 | $1.08M | 1.51% | −357−10.1% | Reduced |
| Intelligence Driven Advisers, LLC | 3,178 | $1.08M | 0.19% | +652+25.8% | Added |
| Taika Capital, LP | 3,200 | $1.09M | 0.60% | +3,200 | New |
| Norman Fields, Gottscho Capital Management, LLC | 3,200 | $1.09M | 0.46% | +675+26.7% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,202 | $1.09M | 0.21% | +175+5.8% | Added |
| Planning Directions Inc | 3,206 | $1.09M | 0.79% | +5+0.2% | Added |
| WPWealth LLP | 3,211 | $1.09M | 0.47% | +390+13.8% | Added |
| Mayfair Advisory Group, LLC | 3,251 | $1.10M | 1.09% | −106−3.2% | Reduced |
| Gallacher Capital Management LLC | 3,222 | $1.10M | 0.63% | −286−8.2% | Reduced |
| Lutz Financial Services LLC | 3,226 | $1.10M | 0.12% | +244+8.2% | Added |
| Alpha Financial Partners, LLC | 3,235 | $1.10M | 1.17% | −134−4.0% | Reduced |
| Howard Wealth Management, LLC | 3,238 | $1.10M | 0.96% | −84−2.5% | Reduced |
| Powell Investment Advisors, LLC | 3,238 | $1.10M | 0.64% | 00.0% | Unchanged |
| Tobam | 3,245 | $1.10M | 0.08% | +1,654+104.0% | Added |
| Milestone Asset Management, LLC | 3,258 | $1.11M | 0.49% | −737−18.4% | Reduced |
| FMB Wealth Management | 3,264 | $1.11M | 1.18% | +7+0.2% | Added |
| Strategic Financial Partners, Ltd. | 3,270 | $1.11M | 0.63% | −36−1.1% | Reduced |
| Colorado Capital Management, Inc. | 3,275 | $1.11M | 0.82% | +99+3.1% | Added |
| Omega Financial Group, LLC | 3,277 | $1.12M | 0.51% | −39−1.2% | Reduced |
| Roble, Belko & Company, Inc | 3,285 | $1.12M | 0.22% | −1,780−35.1% | Reduced |
| Defender Capital, LLC. | 3,286 | $1.12M | 0.38% | −93−2.8% | Reduced |
| Kelman-Lazarov, Inc. | 3,292 | $1.12M | 0.27% | +400+13.8% | Added |
| Von Berge Wealth Management Group, LLC | 3,303 | $1.12M | 0.93% | −12−0.4% | Reduced |
| WESPAC Advisors, LLC | 3,316 | $1.13M | 0.90% | +902+37.4% | Added |
| Francis Financial, Inc. | 3,324 | $1.13M | 0.61% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 3,336 | $1.14M | 0.89% | +89+2.7% | Added |
| Brand Asset Management Group, Inc. | 3,343 | $1.14M | 0.54% | −2−0.1% | Reduced |
| Dunhill Financial, LLC | 3,513 | $1.14M | 0.75% | +3,513 | New |
| APCM Wealth Management for Individuals | 3,349 | $1.14M | 0.18% | +159+5.0% | Added |
| Guidance Point Advisors, LLC | 3,355 | $1.14M | 0.44% | +99+3.0% | Added |
| Avion Wealth | 3,365 | $1.15M | 0.30% | +523+18.4% | Added |
| Range Financial Group LLC | 3,366 | $1.15M | 0.73% | −428−11.3% | Reduced |
| HFG Advisors, Inc. | 3,370 | $1.15M | 1.21% | +586+21.0% | Added |
| Asset Planning Corporation | 3,377 | $1.15M | 0.87% | +148+4.6% | Added |
| Ferguson Shapiro LLC | 3,378 | $1.15M | 0.75% | −9−0.3% | Reduced |
| Tranquilli Financial Advisor LLC | 3,390 | $1.15M | 0.82% | −188−5.3% | Reduced |
| Round Rock Advisors, LLC | 3,390 | $1.15M | 0.42% | +301+9.7% | Added |
| Austin Asset Management Co Inc | 3,393 | $1.16M | 0.33% | +113+3.4% | Added |
| Capital CS Group, LLC | 3,395 | $1.16M | 1.18% | +2,074+157.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 3,402 | $1.16M | 0.24% | −127−3.6% | Reduced |
| Nalls Sherbakoff Group, LLC | 3,539 | $1.16M | 1.14% | +4+0.1% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,422 | $1.17M | 0.27% | +300+9.6% | Added |
| National Wealth Management Group, LLC | 3,578 | $1.17M | 1.21% | +470+15.1% | Added |
| Hofer & Associates. Inc | 3,427 | $1.17M | 1.12% | +136+4.1% | Added |
| Blossom Wealth Management | 3,428 | $1.17M | 4.27% | +39+1.2% | Added |
| Financial Guidance Group, Inc. | 3,438 | $1.17M | 0.86% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 3,464 | $1.18M | 0.21% | 00.0% | Unchanged |
| LGL Partners, LLC | 3,466 | $1.18M | 0.20% | −8−0.2% | Reduced |
| Wade Financial Advisory, Inc | 3,475 | $1.18M | 0.47% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 3,481 | $1.19M | 0.92% | −225−6.1% | Reduced |
| Earnest Partners LLC | 3,482 | $1.19M | 0.01% | 00.0% | Unchanged |
| Kooman & Associates | 3,491 | $1.19M | 0.59% | +77+2.3% | Added |
| Clarus Wealth Advisors | 3,526 | $1.19M | 0.72% | −361−9.3% | Reduced |
| Winslow Asset Management Inc | 3,493 | $1.19M | 0.26% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 3,500 | $1.19M | 0.58% | −143−3.9% | Reduced |
| Clear Investment Research, LLC | 3,501 | $1.19M | 2.00% | +241+7.4% | Added |
| Ackerman Capital Advisors, LLC | 3,502 | $1.19M | 0.31% | +34+1.0% | Added |
| Braun-Bostich & Associates Inc. | 3,518 | $1.20M | 2.57% | +65+1.9% | Added |
| Pacific Center for Financial Services | 3,521 | $1.20M | 0.39% | −150−4.1% | Reduced |