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 |
|---|---|---|---|---|---|
| Albar Capital Ltd | 168,501 | $57.4M | 12.84% | −18,880−10.1% | Reduced |
| Tandem Investment Advisors, Inc. | 168,248 | $57.3M | 2.52% | +831+0.5% | Added |
| Grimes & Company, Inc. | 168,202 | $57.3M | 2.03% | −1,307−0.8% | Reduced |
| Richard Bernstein Advisors LLC | 167,966 | $57.2M | 1.21% | −3,046−1.8% | Reduced |
| Jag Capital Management, LLC | 167,665 | $57.1M | 6.60% | −3,167−1.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 167,539 | $57.1M | 2.30% | +20,770+14.2% | Added |
| Beacon Investment Advisory Services, Inc. | 166,983 | $56.9M | 2.62% | −313−0.2% | Reduced |
| Hoylecohen, LLC | 166,700 | $56.8M | 5.01% | −2,535−1.5% | Reduced |
| Fairview Capital Investment Management, LLC | 165,831 | $56.5M | 3.57% | +667+0.4% | Added |
| North Star Asset Management Inc | 165,717 | $56.4M | 3.11% | −2,742−1.6% | Reduced |
| Destination Wealth Management | 165,427 | $56.3M | 2.10% | −10,398−5.9% | Reduced |
| Montag & Caldwell, LLC | 165,096 | $56.2M | 6.86% | −1,168−0.7% | Reduced |
| O'Neil Global Advisors, Inc. | 163,948 | $55.8M | 11.58% | +98,803+151.7% | Added |
| Vigilant Capital Management, LLC | 163,474 | $55.7M | 4.16% | −2,886−1.7% | Reduced |
| Congress Wealth Management LLC | 163,454 | $55.7M | 1.29% | +580.0% | Added |
| Philadelphia Trust Co | 162,741 | $55.4M | 5.25% | −4,646−2.8% | Reduced |
| Choate Investment Advisors | 162,515 | $55.3M | 2.31% | +11,829+7.9% | Added |
| Parallel Advisors, LLC | 162,302 | $55.3M | 1.78% | +3,605+2.3% | Added |
| Fukoku Mutual Life Insurance Co | 162,212 | $55.2M | 5.20% | +407+0.3% | Added |
| Patten & Patten Inc | 162,205 | $55.2M | 4.57% | +1,375+0.9% | Added |
| Perigon Wealth Management, LLC | 161,327 | $54.9M | 2.16% | +56,626+54.1% | Added |
| Baxter Bros Inc | 161,221 | $54.9M | 8.17% | −621−0.4% | Reduced |
| BLB&B Advisors, LLC | 161,070 | $54.9M | 3.83% | −3,107−1.9% | Reduced |
| Bragg Financial Advisors, Inc | 160,549 | $54.7M | 3.00% | −849−0.5% | Reduced |
| Grassi Investment Management | 160,477 | $54.6M | 6.01% | −529−0.3% | Reduced |
| Prospera Financial Services Inc | 160,076 | $54.5M | 2.09% | +5,238+3.4% | Added |
| Armistice Capital, LLC | 160,000 | $54.5M | 1.37% | −42,676−21.1% | Reduced |
| JS Capital Management LLC | 160,000 | $54.5M | 7.14% | +90,000+128.6% | Added |
| Nicholas Hoffman & Company, LLC. | 158,733 | $54.1M | 2.11% | +130+0.1% | Added |
| Verus Capital Partners, LLC | 158,687 | $54.0M | 7.66% | +1,406+0.9% | Added |
| Palisade Asset Management, LLC | 157,988 | $53.8M | 6.24% | +1,580+1.0% | Added |
| Cornerstone Capital, Inc. | 157,769 | $53.7M | 6.21% | −7,496−4.5% | Reduced |
| RiverFront Investment Group, LLC | 157,763 | $53.7M | 1.75% | +43,987+38.7% | Added |
| Signaturefd, LLC | 157,684 | $53.7M | 1.37% | +6,585+4.4% | Added |
| Omers Administration Corp | 157,413 | $53.6M | 0.83% | −179,078−53.2% | Reduced |
| Cidel Asset Management Inc | 156,507 | $53.3M | 2.41% | −775−0.5% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 170,700 | $53.3M | 8.25% | −3,000−1.7% | Reduced |
| Willis Investment Counsel | 155,455 | $52.9M | 3.45% | −23,664−13.2% | Reduced |
| LMR Partners LLP | 155,002 | $52.8M | 1.20% | +16,977+12.3% | Added |
| Colonial Trust Advisors | 154,979 | $52.8M | 5.87% | −3,859−2.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 154,360 | $52.6M | 3.97% | −1,302−0.8% | Reduced |
| Guardian Capital LP | 154,113 | $52.5M | 1.68% | −15,043−8.9% | Reduced |
| Anatole Investment Management Ltd | 154,000 | $52.4M | 9.27% | +154,000 | New |
| Alps Advisors Inc | 153,552 | $52.3M | 0.45% | −32,363−17.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 153,537 | $52.3M | 4.70% | −6,062−3.8% | Reduced |
| Forbes J M & Co LLP | 153,475 | $52.3M | 6.50% | −1,835−1.2% | Reduced |
| Academy Capital Management Inc | 153,400 | $52.2M | 10.46% | −929−0.6% | Reduced |
| Fishman Jay A Ltd | 153,148 | $52.2M | 6.32% | −3,017−1.9% | Reduced |
| Narwhal Capital Management | 153,127 | $52.1M | 6.13% | −4,968−3.1% | Reduced |
| Amica Mutual Insurance Co | 153,052 | $52.1M | 5.89% | −13,309−8.0% | Reduced |
| Alerus Financial NA | 151,887 | $51.7M | 4.38% | −601−0.4% | Reduced |
| Moneta Group Investment Advisors LLC | 151,887 | $51.7M | 1.15% | +6,941+4.8% | Added |
| Merit Financial Group, LLC | 151,826 | $51.7M | 1.68% | +5,453+3.7% | Added |
| Cookson Peirce & Co Inc | 151,754 | $51.7M | 3.15% | +141,795+1,423.8% | Added |
| Sawgrass Asset Management LLC | 151,528 | $51.6M | 6.35% | −7,332−4.6% | Reduced |
| Value Star Asset Management (Hong Kong) Ltd | 151,001 | $51.4M | 15.19% | −11,900−7.3% | Reduced |
| Clearstead Advisors, LLC | 150,664 | $51.3M | 3.11% | +218+0.1% | Added |
| Tran Capital Management, L.P. | 150,434 | $51.2M | 6.05% | −2,992−2.0% | Reduced |
| Styrax Capital, LP | 150,388 | $51.2M | 5.99% | +150,388 | New |
| Honeycomb Asset Management LP | 150,000 | $51.1M | 9.37% | +150,000 | New |
| Eagle Ridge Investment Management | 149,934 | $51.1M | 5.36% | −4,196−2.7% | Reduced |
| Van Hulzen Asset Management, LLC | 149,326 | $50.9M | 4.34% | +598+0.4% | Added |
| Matrix Asset Advisors Inc | 149,151 | $50.8M | 7.00% | −7,235−4.6% | Reduced |
| Twin Capital Management Inc | 149,044 | $50.8M | 6.62% | −8,328−5.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 148,580 | $50.6M | 1.68% | −17,628−10.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 148,402 | $50.5M | 1.67% | −1,955−1.3% | Reduced |
| FRG Family Wealth Advisors LLC | 148,107 | $50.4M | 11.05% | +690+0.5% | Added |
| Boston Family Office LLC | 147,578 | $50.3M | 3.85% | −4,080−2.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 147,567 | $50.3M | 3.23% | +3,523+2.4% | Added |
| Montag A & Associates Inc | 147,564 | $50.3M | 3.10% | +2,114+1.5% | Added |
| CAPROCK Group, Inc. | 147,536 | $50.2M | 3.69% | +111+0.1% | Added |
| Burns J W & Co Inc | 147,175 | $50.1M | 8.03% | −130.0% | Reduced |
| Bellevue Asset Management, LLC | 147,171 | $50.1M | 31.45% | −2,034−1.4% | Reduced |
| Moody National Bank Trust Division | 146,993 | $50.1M | 3.43% | +1,093+0.7% | Added |
| McKinley Capital Management LLC /Delaware | 146,983 | $50.1M | 6.69% | −10,583−6.7% | Reduced |
| Kinetic Partners Management, LP | 146,795 | $50.0M | 5.07% | −149,300−50.4% | Reduced |
| Gradient Investments LLC | 146,582 | $49.9M | 1.29% | −11,700−7.4% | Reduced |
| Great Valley Advisor Group, Inc. | 146,353 | $49.8M | 2.09% | +4,685+3.3% | Added |
| GYL Financial Synergies, LLC | 145,390 | $49.5M | 4.51% | +53,185+57.7% | Added |
| Adell Harriman & Carpenter Inc | 146,410 | $49.5M | 5.03% | −3,394−2.3% | Reduced |
| Shellback Capital, LP | 145,000 | $49.4M | 4.36% | +145,000 | New |
| Transform Wealth, LLC | 144,166 | $49.1M | 4.42% | +1,261+0.9% | Added |
| Steel Peak Wealth Management LLC | 143,668 | $48.9M | 2.93% | +35,970+33.4% | Added |
| Levin Capital Strategies, L.P. | 142,750 | $48.6M | 5.63% | −1,829−1.3% | Reduced |
| FDx Advisors, Inc. | 142,622 | $48.6M | 2.66% | −153,340−51.8% | Reduced |
| Picton Mahoney Asset Management | 142,244 | $48.4M | 2.38% | +10,604+8.1% | Added |
| Sonora Investment Management Group, LLC | 142,163 | $48.4M | 4.06% | −212−0.1% | Reduced |
| Capco Asset Management, LLC | 142,155 | $48.4M | 12.46% | −1,901−1.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 141,415 | $48.2M | 1.26% | +1,825+1.3% | Added |
| Adviser Investments LLC | 140,999 | $48.0M | 1.05% | +5,301+3.9% | Added |
| Madison Asset Management, LLC | 140,947 | $48.0M | 0.70% | −22,794−13.9% | Reduced |
| Te Ahumairangi Investment Management Ltd | 140,740 | $47.9M | 6.53% | −16,221−10.3% | Reduced |
| Diversified Trust Co | 140,351 | $47.8M | 1.74% | +9,409+7.2% | Added |
| Parsons Capital Management Inc | 138,902 | $47.3M | 3.61% | −581−0.4% | Reduced |
| S&CO Inc | 138,787 | $47.3M | 3.81% | −3,360−2.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 138,494 | $47.2M | 3.90% | +7,731+5.9% | Added |
| Papp L Roy & Associates | 138,266 | $47.1M | 6.05% | −2,736−1.9% | Reduced |
| Albion Financial Group | 137,956 | $47.0M | 4.11% | −238−0.2% | Reduced |
| Ledyard National Bank | 137,718 | $46.9M | 5.11% | −2,382−1.7% | Reduced |
| Fort Sheridan Advisors LLC | 137,627 | $46.9M | 10.69% | +4,673+3.5% | Added |