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 |
|---|---|---|---|---|---|
| Reston Wealth Management LLC | 3,528 | $1.20M | 0.57% | +100+2.9% | Added |
| Sterling Financial Group, Inc. | 3,528 | $1.20M | 0.80% | +9+0.3% | Added |
| Avaii Wealth Management, LLC | 3,528 | $1.20M | 0.92% | −166−4.5% | Reduced |
| Creative Capital Management Investments LLC | 3,531 | $1.20M | 0.87% | −450−11.3% | Reduced |
| Silver Oak Advisory Group, Inc. | 3,534 | $1.20M | 0.79% | 00.0% | Unchanged |
| Columbia Advisory Partners LLC | 3,540 | $1.21M | 1.29% | −258−6.8% | Reduced |
| O'Dell Group, LLC | 3,546 | $1.21M | 0.34% | +592+20.0% | Added |
| Granite FO LLC | 3,550 | $1.21M | 0.83% | −1,100−23.7% | Reduced |
| Yarger Wealth Strategies, LLC | 3,578 | $1.22M | 1.10% | +195+5.8% | Added |
| PCG Wealth Advisors, LLC | 3,580 | $1.22M | 0.76% | +75+2.1% | Added |
| Diker Management LLC | 3,592 | $1.22M | 1.03% | −445−11.0% | Reduced |
| ML & R Wealth Management LLC | 3,592 | $1.22M | 0.27% | −4−0.1% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 3,594 | $1.22M | 0.06% | +16+0.4% | Added |
| Lockerman Financial Group, Inc. | 3,598 | $1.23M | 3.40% | −7−0.2% | Reduced |
| BEAM Asset Management, LLC | 3,602 | $1.23M | 0.85% | +150+4.3% | Added |
| Fenimore Asset Management Inc | 3,603 | $1.23M | 0.03% | +10.0% | Added |
| Live Oak Investment Partners | – | $1.23M | 1.03% | – | – |
| Conrad Siegel Investment Advisors, Inc. | 3,613 | $1.23M | 0.95% | +867+31.6% | Added |
| Eclectic Associates Inc | 3,619 | $1.23M | 0.61% | −52−1.4% | Reduced |
| Annapolis Financial Services, LLC | 3,626 | $1.23M | 0.35% | +210+6.1% | Added |
| Catalyst Private Wealth, LLC | 3,632 | $1.24M | 0.78% | −563−13.4% | Reduced |
| Vertex Planning Partners, LLC | 3,635 | $1.24M | 0.42% | +690+23.4% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 3,690 | $1.24M | 0.95% | −6,200−62.7% | Reduced |
| Crestone Asset Management LLC | 3,645 | $1.24M | 0.27% | −680−15.7% | Reduced |
| Ironsides Asset Advisors, LLC | 3,657 | $1.25M | 0.53% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 3,657 | $1.25M | 0.36% | +10.0% | Added |
| Trinity Financial Advisors LLC | 3,659 | $1.25M | 0.67% | +205+5.9% | Added |
| Heck Capital Advisors, LLC | 3,660 | $1.25M | 0.21% | −84−2.2% | Reduced |
| FSC Wealth Advisors, LLC | 3,662 | $1.25M | 1.12% | +2+0.1% | Added |
| Peterson Wealth Management | 3,662 | $1.25M | 0.99% | +207+6.0% | Added |
| Donoghue Forlines LLC | 3,678 | $1.25M | 0.39% | +3,678 | New |
| Willow Creek Wealth Management Inc. | 3,685 | $1.26M | 0.18% | +539+17.1% | Added |
| Crumly & Associates Inc. | 3,697 | $1.26M | 0.50% | −879−19.2% | Reduced |
| Asset Management Resources, LLC | 3,703 | $1.26M | 0.77% | +121+3.4% | Added |
| Planned Solutions, Inc. | 3,706 | $1.26M | 0.75% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 3,707 | $1.26M | 0.85% | −718−16.2% | Reduced |
| Virginia National Bank | 3,709 | $1.26M | 4.36% | −50−1.3% | Reduced |
| One Day In July LLC | 3,747 | $1.28M | 0.23% | −178−4.5% | Reduced |
| Windsor Capital Management, LLC | 3,748 | $1.28M | 0.42% | −40−1.1% | Reduced |
| Sentinel Pension Advisors Inc | 3,749 | $1.28M | 0.31% | +2+0.1% | Added |
| Dantai Capital Ltd | 3,750 | $1.28M | 2.04% | +3,750 | New |
| Dean Investment Associates, LLC | 3,766 | $1.28M | 0.21% | −1,707−31.2% | Reduced |
| Kingdom Financial Group LLC. | 3,771 | $1.28M | 1.26% | +3,771 | New |
| Smith & Howard Wealth Management, LLC | 3,781 | $1.29M | 0.45% | −89−2.3% | Reduced |
| Aurora Private Wealth, Inc. | 3,792 | $1.29M | 1.47% | −1,123−22.8% | Reduced |
| Seneca Financial Advisors LLC | 3,792 | $1.29M | 0.86% | −178−4.5% | Reduced |
| J.Safra Asset Management Corp | 3,799 | $1.29M | 0.18% | −3,134−45.2% | Reduced |
| Steward Financial Group LLC | 3,802 | $1.29M | 0.41% | +3,802 | New |
| Greenhouse Wealth Management, LLC | 3,804 | $1.30M | 1.14% | +67+1.8% | Added |
| RS Crum Inc. | 3,804 | $1.30M | 0.47% | 00.0% | Unchanged |
| Columbus Macro, LLC | 3,742 | $1.30M | 0.52% | +759+25.4% | Added |
| Sage Investment Advisers LLC | 3,841 | $1.31M | 1.75% | +3+0.1% | Added |
| Kennedy Investment Group | 3,845 | $1.31M | 0.77% | −74−1.9% | Reduced |
| R. W. Roge & Company, Inc. | 3,848 | $1.31M | 0.91% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 3,855 | $1.31M | 0.25% | +579+17.7% | Added |
| Cassia Capital Partners, LLC | 3,861 | $1.31M | 1.04% | +130+3.5% | Added |
| Seaport Global Advisors, LLC | 3,869 | $1.32M | 3.88% | −450−10.4% | Reduced |
| Matrix Private Capital Group LLC | 3,872 | $1.32M | 0.96% | +101+2.7% | Added |
| WFA of San Diego, LLC | 3,874 | $1.32M | 1.30% | −1,692−30.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 3,878 | $1.32M | 0.72% | −25−0.6% | Reduced |
| Private Capital Advisors, Inc. | 3,886 | $1.32M | 0.22% | +15+0.4% | Added |
| PYA Waltman Capital, LLC | 4,111 | $1.33M | 0.57% | +321+8.5% | Added |
| Green Alpha Advisors, LLC | 3,912 | $1.33M | 0.87% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 3,914 | $1.33M | 1.19% | −50−1.3% | Reduced |
| Slocum, Gordon & Co LLP | 3,914 | $1.33M | 1.12% | +235+6.4% | Added |
| CenterStar Asset Management, LLC | 3,919 | $1.33M | 1.21% | +3,919 | New |
| Systematic Financial Management LP | 3,920 | $1.33M | 0.04% | 00.0% | Unchanged |
| Windham Capital Management, LLC | 3,925 | $1.34M | 0.51% | 00.0% | Unchanged |
| MGO Private Wealth, LLC | 3,941 | $1.34M | 1.01% | −509−11.4% | Reduced |
| Cowa, LLC | 3,961 | $1.35M | 0.89% | −31−0.8% | Reduced |
| Blue Barn Wealth, LLC | 3,963 | $1.35M | 0.88% | −419−9.6% | Reduced |
| Lewis Capital Management, LLC | 3,969 | $1.35M | 1.94% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 3,970 | $1.35M | 0.37% | −16−0.4% | Reduced |
| ArrowMark Colorado Holdings LLC | 3,970 | $1.35M | 0.01% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 3,978 | $1.35M | 1.52% | −608−13.3% | Reduced |
| Doliver Advisors, LP | 3,981 | $1.36M | 0.41% | −1,645−29.2% | Reduced |
| Delos Wealth Advisors, LLC | 3,989 | $1.36M | 1.73% | −171−4.1% | Reduced |
| McMorgan & Co LLC | 3,993 | $1.36M | 0.26% | −30−0.7% | Reduced |
| First Wilshire Securities Management Inc | 4,000 | $1.36M | 0.47% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 4,000 | $1.36M | 0.15% | −4,000−50.0% | Reduced |
| Georgetown University | 4,002 | $1.36M | 0.48% | +8+0.2% | Added |
| Armbruster Capital Management, Inc. | 4,017 | $1.37M | 0.34% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 4,021 | $1.37M | 0.39% | −98−2.4% | Reduced |
| Riverwater Partners LLC | 4,022 | $1.37M | 1.21% | −252−5.9% | Reduced |
| Parkside Investments, LLC | 4,029 | $1.37M | 0.26% | +622+18.3% | Added |
| Drake & Associates, LLC | 4,040 | $1.38M | 0.62% | +1,348+50.1% | Added |
| New Vernon Investment Management LLC | 4,042 | $1.38M | 2.23% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 4,229 | $1.38M | 0.69% | +4,229 | New |
| Spectrum Planning & Advisory Services Inc. | 4,079 | $1.38M | 2.06% | +10.0% | Added |
| Retirement Group, LLC | 4,113 | $1.38M | 0.58% | +94+2.3% | Added |
| American Financial Advisors, LLC | 4,061 | $1.38M | 0.22% | +16+0.4% | Added |
| Financial & Tax Architects, LLC | 4,066 | $1.38M | 0.43% | −160−3.8% | Reduced |
| Insight 2811, Inc. | 4,066 | $1.38M | 0.75% | −133−3.2% | Reduced |
| Wescott Financial Advisory Group, LLC | 4,072 | $1.39M | 0.25% | −459−10.1% | Reduced |
| FSA Wealth Management LLC | 4,081 | $1.39M | 0.75% | −284−6.5% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 4,086 | $1.39M | 4.40% | −78−1.9% | Reduced |
| MA Private Wealth | 4,089 | $1.39M | 0.32% | +245+6.4% | Added |
| Briggs Advisory Group, Inc. | 4,131 | $1.41M | 0.79% | +135+3.4% | Added |
| Facet Wealth, Inc. | 4,298 | $1.41M | 0.07% | +999+30.3% | Added |
| Verus Financial Partners, Inc. | 4,015 | $1.41M | 0.18% | −201−4.8% | Reduced |