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
- 4,816
- +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
- 1,781 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Verus Financial Partners, Inc. | 4,015 | $1.41M | 0.18% | −201−4.8% | Reduced |
| Black Diamond Financial, LLC | 4,138 | $1.41M | 0.42% | −103−2.4% | Reduced |
| Versor Investments LP | 4,146 | $1.41M | 0.24% | +4,146 | New |
| Camarda Financial Advisors, LLC | 4,146 | $1.41M | 0.70% | +866+26.4% | Added |
| GeoWealth Management, LLC | 4,149 | $1.41M | 0.15% | +53+1.3% | Added |
| Heritage Investment Group, Inc. | 4,151 | $1.41M | 0.39% | +445+12.0% | Added |
| Schwartz Investment Counsel Inc | 4,150 | $1.41M | 0.06% | −400−8.8% | Reduced |
| Hardy Reed LLC | 4,151 | $1.41M | 0.25% | −688−14.2% | Reduced |
| Horst & Graben Wealth Management LLC | 4,158 | $1.42M | 0.34% | +24+0.6% | Added |
| ICONIQ Capital, LLC | 4,159 | $1.42M | 0.02% | −10,284−71.2% | Reduced |
| WMG Financial Advisors, LLC | 4,168 | $1.42M | 1.04% | −118−2.8% | Reduced |
| Red Tortoise LLC | 4,177 | $1.42M | 0.89% | +10.0% | Added |
| Kelly Financial Services LLC | 4,180 | $1.42M | 0.67% | +227+5.7% | Added |
| Santori & Peters | 4,187 | $1.43M | 0.71% | +10.0% | Added |
| Corrigan Financial, Inc. | 4,211 | $1.43M | 0.45% | +292+7.5% | Added |
| Arrowroot Family Office, LLC | 4,229 | $1.44M | 1.09% | +783+22.7% | Added |
| Michael S. Ryan, Inc. | 4,266 | $1.44M | 1.33% | +4,266 | New |
| Innova Wealth Partners | 4,236 | $1.44M | 1.23% | +337+8.6% | Added |
| G&S Capital LLC | 4,237 | $1.44M | 0.69% | −40−0.9% | Reduced |
| Flagstone Financial Management | 4,243 | $1.44M | 0.68% | +353+9.1% | Added |
| Revisor Wealth Management LLC | 4,251 | $1.45M | 1.30% | −490−10.3% | Reduced |
| Independent Family Office, LLC | 4,254 | $1.45M | 0.88% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 4,261 | $1.45M | 0.68% | +287+7.2% | Added |
| Permanens Capital L.P. | 4,265 | $1.45M | 0.33% | −8,470−66.5% | Reduced |
| Ridgewood Investments LLC | 4,268 | $1.45M | 0.83% | −131−3.0% | Reduced |
| Caerus Investment Advisors, LLC | 4,269 | $1.45M | 1.64% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 4,270 | $1.45M | 2.00% | −88−2.0% | Reduced |
| Act Wealth Management, LLC | 4,292 | $1.46M | 0.82% | −238−5.3% | Reduced |
| Wealth Management Solutions, LLC | 4,292 | $1.46M | 0.95% | +62+1.5% | Added |
| Tacita Capital Inc | 4,296 | $1.46M | 1.07% | 00.0% | Unchanged |
| Kearns & Associates LLC | 4,300 | $1.46M | 1.33% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 4,304 | $1.47M | 0.77% | +1,118+35.1% | Added |
| 1620 Investment Advisors, Inc. | 4,310 | $1.47M | 1.66% | +19+0.4% | Added |
| BetterWealth, LLC | 4,317 | $1.47M | 0.57% | +5+0.1% | Added |
| Unique Wealth, LLC | 4,331 | $1.47M | 0.64% | +428+11.0% | Added |
| Oak Family Advisors, LLC | 4,333 | $1.48M | 0.70% | +2,864+195.0% | Added |
| Cottonwood Capital Advisors, LLC | 4,339 | $1.48M | 1.35% | −215−4.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 4,355 | $1.48M | 0.87% | +61+1.4% | Added |
| Cherrydale Wealth Management, LLC | 4,357 | $1.48M | 1.04% | +238+5.8% | Added |
| Wallace Capital Management Inc. | 4,362 | $1.49M | 0.23% | +4,362 | New |
| BMS Financial Advisors, LLC | 4,378 | $1.49M | 0.97% | −1,108−20.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 4,382 | $1.49M | 0.30% | +1,159+36.0% | Added |
| Bellwether Advisors, LLC | 4,388 | $1.49M | 0.44% | +929+26.9% | Added |
| Mizuho Securities Co. Ltd. | 4,390 | $1.49M | 3.37% | −1,480−25.2% | Reduced |
| North Point Portfolio Managers Corp | 4,396 | $1.50M | 0.30% | −161−3.5% | Reduced |
| Koss-Olinger Consulting, LLC | 4,395 | $1.50M | 0.17% | −353−7.4% | Reduced |
| BCGM Wealth Management, LLC | 4,398 | $1.50M | 0.66% | +841+23.6% | Added |
| Great Waters Wealth Management | 4,398 | $1.50M | 0.30% | −217−4.7% | Reduced |
| Curtis Advisory Group, LLC | 4,401 | $1.50M | 0.48% | −142−3.1% | Reduced |
| Redwood Financial Network Corp | 4,412 | $1.50M | 1.41% | −803−15.4% | Reduced |
| Holistic Financial Partners | 4,415 | $1.50M | 1.04% | −380−7.9% | Reduced |
| Peterson Wealth Advisors, LLC | 4,449 | $1.50M | 0.40% | +10.0% | Added |
| Fingerlakes Wealth Management, Inc. | 4,417 | $1.50M | 1.72% | −76−1.7% | Reduced |
| Clark Asset Management, LLC | 4,419 | $1.50M | 0.71% | +201+4.8% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,596 | $1.51M | 0.66% | −44−0.9% | Reduced |
| Concorde Asset Management, LLC | 4,434 | $1.51M | 1.39% | +2,064+87.1% | Added |
| Rooted Wealth Advisors, Inc. | 4,470 | $1.51M | 1.02% | −448−9.1% | Reduced |
| Dentgroup LLC | 4,456 | $1.52M | 1.10% | −193−4.2% | Reduced |
| CJM Wealth Advisers, Ltd. | 4,458 | $1.52M | 0.77% | 00.0% | Unchanged |
| Rainsberger Wealth Advisors, Inc. | 4,467 | $1.52M | 0.92% | −286−6.0% | Reduced |
| Engrave Wealth Partners LLC | 4,468 | $1.52M | 0.48% | −103−2.3% | Reduced |
| Arlington Financial Advisors, LLC | 4,470 | $1.52M | 0.56% | −124−2.7% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 4,481 | $1.53M | 0.00% | +1,351+43.2% | Added |
| Clear Street Markets LLC | 4,480 | $1.53M | 0.63% | −72,220−94.2% | Reduced |
| Capricorn Fund Managers Ltd | 4,482 | $1.53M | 0.55% | −22,607−83.5% | Reduced |
| Financial Management Professionals, Inc. | 4,489 | $1.53M | 0.26% | −272−5.7% | Reduced |
| Bayshore Asset Management, LLC | 4,453 | $1.53M | 0.83% | 00.0% | Unchanged |
| Alliance Wealth Management Group | 4,497 | $1.53M | 0.50% | +107+2.4% | Added |
| Rodgers & Associates, LTD | 4,507 | $1.53M | 0.22% | −142−3.1% | Reduced |
| Lansing Street Advisors | 4,510 | $1.54M | 0.89% | +8+0.2% | Added |
| Peak Financial Management, Inc. | 4,513 | $1.54M | 0.55% | −36−0.8% | Reduced |
| PAX Financial Group, LLC | 4,544 | $1.55M | 0.35% | −18−0.4% | Reduced |
| Cornerstone National Bank & Trust Co | 4,545 | $1.55M | 0.90% | −1,562−25.6% | Reduced |
| Financial Connections Group, Inc. | 4,549 | $1.55M | 1.02% | +1,961+75.8% | Added |
| Paragon Wealth Strategies, LLC | 4,567 | $1.56M | 0.49% | +393+9.4% | Added |
| Vista Investment Management | 4,572 | $1.56M | 0.79% | −214−4.5% | Reduced |
| Cedar Wealth Management, LLC | 4,573 | $1.56M | 0.60% | −1,504−24.7% | Reduced |
| Silicon Hills Wealth Management, LLC | 4,575 | $1.56M | 0.88% | +230+5.3% | Added |
| Essential Planning, LLC. | 4,581 | $1.56M | 0.89% | +380+9.0% | Added |
| MBM Wealth Consultants, LLC | 4,636 | $1.56M | 0.67% | +135+3.0% | Added |
| Selective Wealth Management, Inc. | 4,730 | $1.57M | 0.78% | +4,730 | New |
| Pin Oak Investment Advisors Inc | 4,610 | $1.57M | 1.74% | −99−2.1% | Reduced |
| Fountainhead AM, LLC | 4,612 | $1.57M | 0.56% | −88−1.9% | Reduced |
| Privium Fund Management (UK) Ltd | 4,694 | $1.57M | 1.24% | −5,050−51.8% | Reduced |
| Stephens Consulting, LLC | 4,641 | $1.58M | 0.63% | −75−1.6% | Reduced |
| Nova R Wealth, Inc. | 4,649 | $1.58M | 1.06% | −2,196−32.1% | Reduced |
| Otter Creek Advisors, LLC | 4,650 | $1.58M | 1.38% | −1,550−25.0% | Reduced |
| Paladin Advisory Group, LLC | 4,650 | $1.58M | 1.27% | −45−1.0% | Reduced |
| Continuum Wealth Advisors, LLC | 4,656 | $1.59M | 1.12% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 4,678 | $1.59M | 0.09% | −325−6.5% | Reduced |
| Bridge Advisory, LLC | 4,679 | $1.59M | 0.58% | +60+1.3% | Added |
| TLWM | 4,685 | $1.60M | 0.46% | −12−0.3% | Reduced |
| Operose Advisors LLC | 4,694 | $1.60M | 0.72% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 4,697 | $1.60M | 0.86% | +139+3.0% | Added |
| Empirical Asset Management, LLC | 4,698 | $1.60M | 1.42% | −121−2.5% | Reduced |
| Plan Group Financial, LLC | 4,823 | $1.61M | 1.34% | +4,823 | New |
| Options Solutions, LLC | 4,726 | $1.61M | 1.59% | +2,169+84.8% | Added |
| Armstrong, Fleming & Moore, Inc | 4,731 | $1.61M | 1.48% | +4,731 | New |
| Kapitalo Investimentos Ltda | 4,734 | $1.61M | 0.30% | +4,734 | New |
| Cranbrook Wealth Management, LLC | 4,750 | $1.62M | 0.45% | −122−2.5% | Reduced |