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 |
|---|---|---|---|---|---|
| Ithaka Group LLC | 115,020 | $39.2M | 8.18% | −16,963−12.9% | Reduced |
| Spinnaker Trust | 114,712 | $39.1M | 2.84% | −415−0.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 114,641 | $39.0M | 4.25% | +1,786+1.6% | Added |
| Fulton Bank, N.A. | 114,552 | $39.0M | 1.91% | −3,157−2.7% | Reduced |
| CSM Advisors, LLC | 114,372 | $38.9M | 2.96% | −8,170−6.7% | Reduced |
| Empowered Funds, LLC | 114,241 | $38.9M | 1.37% | +39,680+53.2% | Added |
| EA Series Trust | 114,241 | $38.9M | 1.37% | +114,241 | New |
| Tompkins Financial Corp | 113,965 | $38.8M | 6.08% | −4,220−3.6% | Reduced |
| Balentine LLC | 113,753 | $38.7M | 1.29% | +34,528+43.6% | Added |
| Wedgewood Partners Inc | 113,575 | $38.7M | 6.24% | −5,040−4.2% | Reduced |
| GTS Securities LLC | 113,482 | $38.6M | 1.22% | +113,482 | New |
| Lynch & Associates | 113,125 | $38.5M | 9.86% | −2,404−2.1% | Reduced |
| Soltis Investment Advisors LLC | 113,104 | $38.5M | 4.48% | +10,680+10.4% | Added |
| 180 Wealth Advisors, LLC | 113,882 | $38.5M | 8.45% | −507−0.4% | Reduced |
| Wealthspire Advisors, LLC | 112,810 | $38.4M | 0.63% | +5,402+5.0% | Added |
| Hilton Capital Management, LLC | 112,778 | $38.4M | 4.61% | +10,072+9.8% | Added |
| Resources Management Corp | 112,760 | $38.4M | 5.99% | +105,106+1,373.2% | Added |
| Clough Capital Partners L P | 112,731 | $38.4M | 3.86% | +25,439+29.1% | Added |
| Summit Global Investments | 112,661 | $38.4M | 2.54% | +19,484+20.9% | Added |
| Harvest Portfolios Group Inc. | 112,526 | $38.3M | 1.76% | −18,166−13.9% | Reduced |
| Ardmore Road Asset Management LP | 112,350 | $38.3M | 11.53% | +32,350+40.4% | Added |
| Meeder Advisory Services, Inc. | 112,128 | $38.2M | 4.11% | +3,937+3.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 111,785 | $38.1M | 5.47% | +177+0.2% | Added |
| Jackson Square Partners, LLC | 111,532 | $38.0M | 1.11% | −35,991−24.4% | Reduced |
| Gillespie Robinson & Grimm Inc | 111,470 | $38.0M | 3.52% | −4,632−4.0% | Reduced |
| Telemus Capital, LLC | 111,373 | $37.9M | 3.20% | −16,401−12.8% | Reduced |
| Wilsey Asset Management Inc | 111,315 | $37.9M | 8.38% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 111,291 | $37.9M | 4.42% | −1,309−1.2% | Reduced |
| MUFG Securities EMEA plc | 110,387 | $37.6M | 0.86% | −91,589−45.3% | Reduced |
| Sumitomo Life Insurance Co | 110,243 | $37.5M | 1.65% | −8,092−6.8% | Reduced |
| Perseverance Asset Management International | 110,000 | $37.5M | 11.32% | −5,532−4.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 109,820 | $37.4M | 2.86% | +13,628+14.2% | Added |
| Ontario Teachers Pension Plan Board | 109,703 | $37.4M | 0.39% | −2,312,811−95.5% | Reduced |
| BTC Capital Management, Inc. | 108,562 | $37.3M | 4.04% | −7,048−6.1% | Reduced |
| Boston Common Asset Management, LLC | 109,580 | $37.3M | 0.80% | −5,994−5.2% | Reduced |
| Horizon Investments, LLC | 109,538 | $37.3M | 1.07% | +1,719+1.6% | Added |
| Wellington Shields Capital Management, LLC | 109,235 | $37.2M | 4.54% | −555−0.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 108,736 | $37.0M | 5.01% | −2,887−2.6% | Reduced |
| FourThought Financial Partners, LLC | 108,666 | $37.0M | 4.87% | −2,504−2.3% | Reduced |
| KMG Fiduciary Partners, LLC | 108,641 | $37.0M | 4.79% | −240.0% | Reduced |
| Quest Investment Management LLC | 108,517 | $37.0M | 5.04% | −12,937−10.7% | Reduced |
| Bridgeway Capital Management, LLC | 108,514 | $37.0M | 0.88% | +43,821+67.7% | Added |
| Principle Wealth Partners LLC | 108,301 | $36.9M | 3.71% | −301−0.3% | Reduced |
| Dock Street Asset Management Inc | 107,914 | $36.7M | 6.33% | +1,273+1.2% | Added |
| Cyndeo Wealth Partners, LLC | 107,898 | $36.7M | 3.84% | −3,414−3.1% | Reduced |
| Oak Associates, Ltd | 107,875 | $36.7M | 2.94% | +92+0.1% | Added |
| Graham Capital Management, L.P. | 107,746 | $36.7M | 1.26% | +7,967+8.0% | Added |
| Wahed Invest LLC | 107,727 | $36.7M | 12.90% | +11,956+12.5% | Added |
| Nexus Investment Management ULC | 107,656 | $36.7M | 3.99% | −9,969−8.5% | Reduced |
| Petrus Trust Company, LTA | 107,583 | $36.6M | 4.12% | −28,000−20.7% | Reduced |
| Auto-Owners Insurance Co | 107,545 | $36.6M | 1.19% | 00.0% | Unchanged |
| Girard Partners Ltd. | 107,425 | $36.6M | 3.86% | −4,043−3.6% | Reduced |
| Capital Analysts, LLC | 107,405 | $36.5M | 2.03% | +1,776+1.7% | Added |
| Value Partners Investments Inc. | 107,196 | $36.5M | 2.93% | −49,428−31.6% | Reduced |
| Cadian Capital Management, LP | 107,000 | $36.4M | 1.72% | +14,000+15.1% | Added |
| Lakeside Advisors, INC. | 106,564 | $36.3M | 26.74% | −8,905−7.7% | Reduced |
| Teamwork Financial Advisors, LLC | 106,467 | $36.3M | 5.89% | +19,891+23.0% | Added |
| Means Investment Co., Inc. | 106,360 | $36.2M | 5.73% | −984−0.9% | Reduced |
| Global Retirement Partners, LLC | 106,263 | $36.2M | 1.77% | +1,496+1.4% | Added |
| Amussen Hunsaker Associates LLC | 106,264 | $36.2M | 7.99% | +350.0% | Added |
| Harvest Fund Management Co., Ltd | 106,019 | $36.1M | 7.26% | +14,221+15.5% | Added |
| Pennsylvania Capital Management Inc | 105,879 | $36.1M | 15.47% | +190+0.2% | Added |
| United Bank | 105,655 | $36.0M | 4.42% | −7,104−6.3% | Reduced |
| Constitution Capital LLC | 105,474 | $35.9M | 20.44% | −600−0.6% | Reduced |
| Transcend Wealth Collective, LLC | 105,376 | $35.9M | 3.42% | −156−0.1% | Reduced |
| Abbrea Capital, LLC | 105,258 | $35.8M | 5.51% | +2,559+2.5% | Added |
| Fund Management at Engine No. 1 LLC | 105,013 | $35.8M | 6.58% | +14,730+16.3% | Added |
| Rollins Financial | 104,922 | $35.7M | 9.77% | +9,640+10.1% | Added |
| Edge Capital Group, LLC | 104,607 | $35.6M | 2.05% | −3,343−3.1% | Reduced |
| CapWealth Advisors, LLC | 104,379 | $35.5M | 4.34% | −2,879−2.7% | Reduced |
| First American Trust, FSB | 104,361 | $35.5M | 4.90% | +135+0.1% | Added |
| De Burlo Group Inc | 104,097 | $35.4M | 5.90% | −6,776−6.1% | Reduced |
| Boothbay Fund Management, LLC | 103,712 | $35.3M | 1.22% | +10,680+11.5% | Added |
| Connors Investor Services Inc | 103,511 | $35.3M | 3.99% | −2,852−2.7% | Reduced |
| RWC Asset Management LLP | 103,398 | $35.2M | 1.69% | −337,733−76.6% | Reduced |
| Chescapmanager LLC | 103,392 | $35.2M | 8.45% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 103,341 | $35.2M | 1.21% | −25,325−19.7% | Reduced |
| Blue Chip Partners, Inc. | 103,126 | $35.1M | 3.99% | −282−0.3% | Reduced |
| LaFleur & Godfrey LLC | 103,093 | $35.1M | 5.26% | −643−0.6% | Reduced |
| Terry L. Blaker | 103,012 | $35.1M | 2.97% | −347−0.3% | Reduced |
| Bank of Nova Scotia Trust Co | 102,782 | $35.0M | 3.65% | +2,391+2.4% | Added |
| Simmons Bank | 102,682 | $35.0M | 2.94% | −4,338−4.1% | Reduced |
| Fiduciary Group LLC | 102,620 | $34.9M | 4.29% | −1,442−1.4% | Reduced |
| North Star Investment Management Corp. | 102,539 | $34.9M | 2.83% | +523+0.5% | Added |
| Archon Partners LLC | 102,000 | $34.7M | 5.20% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 101,753 | $34.7M | 2.98% | −4,691−4.4% | Reduced |
| James Investment Research Inc | 101,264 | $34.5M | 4.41% | +4,314+4.4% | Added |
| RWWM, Inc. | 100,942 | $34.4M | 4.42% | −190.0% | Reduced |
| First Financial Bank - Trust Division | 100,939 | $34.4M | 3.59% | −475−0.5% | Reduced |
| Bourne Lent Asset Management Inc | 100,589 | $34.3M | 11.94% | −1,519−1.5% | Reduced |
| Evoke Wealth, LLC | 100,216 | $34.1M | 1.19% | −794−0.8% | Reduced |
| Thoroughbred Financial Services, LLC | 100,156 | $34.1M | 4.47% | −1,110−1.1% | Reduced |
| Miura Global Management, LLC | 100,000 | $34.1M | 19.73% | 00.0% | Unchanged |
| Bornite Capital Management LP | 100,000 | $34.1M | 6.58% | +65,000+185.7% | Added |
| Robertson Stephens Wealth Management, LLC | 99,755 | $34.0M | 2.48% | −426−0.4% | Reduced |
| Columbia Asset Management | 99,513 | $33.9M | 7.29% | −408−0.4% | Reduced |
| Hosking Partners LLP | 99,243 | $33.8M | 1.43% | +7,839+8.6% | Added |
| Anchor Capital Advisors LLC | 99,065 | $33.7M | 0.88% | −6,876−6.5% | Reduced |
| Foster Dykema Cabot & Co Inc | 98,890 | $33.7M | 3.96% | −313−0.3% | Reduced |
| Nishkama Capital, LLC | 98,846 | $33.7M | 6.19% | −3,301−3.2% | Reduced |