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 |
|---|---|---|---|---|---|
| Canandaigua National Bank & Trust Co | 98,834 | $33.7M | 5.45% | −1,423−1.4% | Reduced |
| Ironwood Investment Counsel, LLC | 98,007 | $33.4M | 7.51% | −458−0.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 97,729 | $33.3M | 5.47% | +103+0.1% | Added |
| Ostrum Asset Management | 97,629 | $33.2M | 2.79% | −1,899−1.9% | Reduced |
| Jacobs & Co | 97,432 | $33.2M | 3.95% | −5,581−5.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 97,368 | $33.2M | 3.48% | −4,566−4.5% | Reduced |
| Coastline Trust Co | 97,330 | $33.1M | 4.64% | +23,792+32.4% | Added |
| Country Club Bank | 98,908 | $33.1M | 2.63% | −1,895−1.9% | Reduced |
| IHT Wealth Management, LLC | 96,844 | $33.0M | 1.72% | +4,280+4.6% | Added |
| TruWealth Advisors, LLC | 96,832 | $33.0M | 2.83% | +186+0.2% | Added |
| Mengis Capital Management, Inc. | 96,729 | $32.9M | 6.57% | −1,544−1.6% | Reduced |
| Freemont Management S.A. | 96,600 | $32.9M | 4.13% | 00.0% | Unchanged |
| Untitled Investments LP | 96,546 | $32.9M | 11.70% | −69,733−41.9% | Reduced |
| Polaris Wealth Advisory Group, LLC | 96,338 | $32.8M | 2.49% | −19,891−17.1% | Reduced |
| Parus Finance (UK) Ltd | 96,290 | $32.8M | 13.58% | −7,603−7.3% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 96,164 | $32.7M | 7.12% | −5,048−5.0% | Reduced |
| Brookfield Asset Management Inc. | 96,096 | $32.7M | 0.13% | −11,860−11.0% | Reduced |
| Atika Capital Management LLC | 96,000 | $32.7M | 4.11% | +9,000+10.3% | Added |
| Rossmore Private Capital | 95,821 | $32.6M | 4.85% | +157+0.2% | Added |
| Culbertson A N & Co Inc | 95,464 | $32.5M | 6.28% | −465−0.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 95,152 | $32.4M | 3.14% | −13,186−12.2% | Reduced |
| Waldron Private Wealth LLC | 95,149 | $32.4M | 1.62% | −7,186−7.0% | Reduced |
| Smithfield Trust Co | 95,120 | $32.4M | 1.96% | +488+0.5% | Added |
| Hunter Associates Investment Management LLC | 94,985 | $32.3M | 6.32% | −534−0.6% | Reduced |
| Moreno Evelyn V | 94,879 | $32.3M | 6.90% | −2,780−2.8% | Reduced |
| Hel Ved Capital Management Ltd | 94,775 | $32.3M | 14.14% | −50,100−34.6% | Reduced |
| American National Bank | 94,621 | $32.2M | 5.42% | +3,648+4.0% | Added |
| Pitcairn Co | 94,336 | $32.1M | 2.71% | +2,950+3.2% | Added |
| Cyrus J. Lawrence, LLC | 94,046 | $32.0M | 9.19% | −173−0.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 94,037 | $32.0M | 0.09% | −1,437−1.5% | Reduced |
| NFJ Investment Group, LLC | 94,024 | $32.0M | 0.85% | −156,465−62.5% | Reduced |
| Moran Wealth Management, LLC | 94,014 | $32.0M | 1.20% | −2,680−2.8% | Reduced |
| First Hawaiian Bank | 93,872 | $32.0M | 1.05% | −2,748−2.8% | Reduced |
| Churchill Management Corp | 93,624 | $31.9M | 0.54% | −5,477−5.5% | Reduced |
| Verde Servicos Internacionais S.A. | 93,398 | $31.8M | 7.93% | +25,500+37.6% | Added |
| Greenbrier Partners Capital Management, LLC | 93,355 | $31.8M | 3.48% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 90,466 | $31.8M | 6.31% | −1,945−2.1% | Reduced |
| Sky Investment Group LLC | 93,078 | $31.7M | 6.88% | −1,215−1.3% | Reduced |
| Progressive Investment Management Corp | 92,938 | $31.6M | 9.87% | −2,915−3.0% | Reduced |
| Auxano Advisors, LLC | 109,710 | $31.6M | 12.65% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 92,677 | $31.6M | 2.67% | −3,008−3.1% | Reduced |
| ProVise Management Group, LLC | 92,639 | $31.5M | 2.86% | +2,333+2.6% | Added |
| Anchor Investment Management, LLC | 92,622 | $31.5M | 4.03% | +3,289+3.7% | Added |
| Peachtree Investment Partners, LLC | 92,513 | $31.5M | 14.38% | +20,859+29.1% | Added |
| Fagan Associates, Inc. | 92,502 | $31.5M | 7.64% | −578−0.6% | Reduced |
| Private Advisory Group LLC | 92,474 | $31.5M | 6.24% | −10,554−10.2% | Reduced |
| Harbor Investment Advisory, LLC | 146,070 | $31.5M | 4.38% | +54,094+58.8% | Added |
| RSM US Wealth Management LLC | 92,308 | $31.4M | 1.07% | −688−0.7% | Reduced |
| NBT Bank N A | 92,268 | $31.4M | 4.49% | −2,020−2.1% | Reduced |
| Hallmark Capital Management Inc | 92,097 | $31.4M | 2.82% | −6,028−6.1% | Reduced |
| Oxbow Advisors, LLC | 92,089 | $31.4M | 4.93% | −611−0.7% | Reduced |
| Visionary Wealth Advisors | 92,047 | $31.3M | 2.51% | −4,842−5.0% | Reduced |
| Zweig-DiMenna Associates LLC | 92,025 | $31.3M | 4.21% | +62,325+209.8% | Added |
| HBK Sorce Advisory LLC | 91,974 | $31.3M | 1.33% | −406−0.4% | Reduced |
| Axxcess Wealth Management, LLC | 91,970 | $31.3M | 2.27% | −8,358−8.3% | Reduced |
| WMS Partners, LLC | 91,931 | $31.3M | 2.46% | −8,339−8.3% | Reduced |
| Atlantic Union Bankshares Corp | 91,606 | $31.2M | 3.11% | −8,734−8.7% | Reduced |
| Wallington Asset Management, LLC | 91,233 | $31.1M | 5.57% | +797+0.9% | Added |
| German American Bancorp, Inc. | 91,215 | $31.1M | 4.37% | −7,312−7.4% | Reduced |
| SeaCrest Wealth Management, LLC | 91,088 | $31.0M | 3.92% | +99+0.1% | Added |
| Bath Savings Trust Co | 91,083 | $31.0M | 3.62% | +1,408+1.6% | Added |
| Hartline Investment Corp | 90,963 | $31.0M | 5.28% | +1,742+2.0% | Added |
| Vicus Capital | 90,893 | $31.0M | 3.22% | −1,428−1.5% | Reduced |
| Madison Wealth Management | 90,667 | $30.9M | 6.25% | −2,095−2.3% | Reduced |
| Cavalry Management Group, LLC | 90,588 | $30.8M | 13.57% | +53,346+143.2% | Added |
| Eubel Brady & Suttman Asset Management Inc | 90,432 | $30.8M | 4.25% | −1,048−1.1% | Reduced |
| Alta Park Capital, LP | 90,200 | $30.7M | 3.47% | +90,200 | New |
| Itau Unibanco Holding S.A. | 90,134 | $30.7M | 1.44% | −330−0.4% | Reduced |
| 1st Source Bank | 90,070 | $30.7M | 1.98% | −1,382−1.5% | Reduced |
| We Are One Seven, LLC | 90,055 | $30.7M | 2.81% | −16,796−15.7% | Reduced |
| Rempart Asset Management Inc. | 90,013 | $30.7M | 6.39% | −1,541−1.7% | Reduced |
| American Assets Investment Management, LLC | 89,650 | $30.5M | 3.40% | 00.0% | Unchanged |
| Greenlea Lane Capital Management, LLC | 89,640 | $30.5M | 11.13% | −1,230−1.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 89,635 | $30.5M | 3.80% | +1,459+1.7% | Added |
| Cigna Investments Inc | 89,431 | $30.5M | 5.69% | −720−0.8% | Reduced |
| Absher Wealth Management, LLC | 89,393 | $30.4M | 5.04% | −12,227−12.0% | Reduced |
| United Asset Strategies, Inc. | 89,264 | $30.4M | 3.79% | +1,057+1.2% | Added |
| St Germain D J Co Inc | 89,262 | $30.4M | 1.61% | +89,262 | New |
| Edge Wealth Management LLC | 89,191 | $30.4M | 6.63% | +1,240+1.4% | Added |
| Mark Asset Management LP | 89,132 | $30.4M | 5.30% | −125−0.1% | Reduced |
| Strategic Advisors LLC | 88,942 | $30.3M | 5.77% | −2,083−2.3% | Reduced |
| Essex Financial Services, Inc. | 88,859 | $30.3M | 3.44% | −4,166−4.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 88,810 | $30.2M | 4.44% | −357−0.4% | Reduced |
| Criteria Caixa, S.A.U. | 88,755 | $30.2M | 3.65% | −15,465−14.8% | Reduced |
| Clare Market Investments LLC | 88,558 | $30.2M | 11.25% | −2,907−3.2% | Reduced |
| Allen Operations LLC | 88,383 | $30.1M | 6.68% | 00.0% | Unchanged |
| Charter Trust Co | 87,746 | $29.9M | 2.29% | −3,168−3.5% | Reduced |
| LS Investment Advisors, LLC | 87,555 | $29.8M | 5.23% | +2,854+3.4% | Added |
| Courier Capital LLC | 87,536 | $29.8M | 2.35% | +12,542+16.7% | Added |
| BIT Capital GmbH | 87,516 | $29.8M | 3.47% | −70,076−44.5% | Reduced |
| J.W. Cole Advisors, Inc. | 87,450 | $29.8M | 2.13% | −4,289−4.7% | Reduced |
| Covington Investment Advisors Inc. | 87,443 | $29.8M | 5.95% | −916−1.0% | Reduced |
| Core Alternative Capital | 87,358 | $29.7M | 4.36% | −16,119−15.6% | Reduced |
| DRW Securities, LLC | 87,115 | $29.7M | 2.30% | +84,470+3,193.6% | Added |
| Private Asset Management Inc | 87,055 | $29.6M | 5.70% | −20,688−19.2% | Reduced |
| Jefferies Financial Group Inc. | 86,957 | $29.6M | 0.63% | +24,077+38.3% | Added |
| Pacific Global Investment Management CO | 86,934 | $29.6M | 6.11% | −2,161−2.4% | Reduced |
| Coronation Fund Managers Ltd. | 86,934 | $29.6M | 0.80% | −132,864−60.4% | Reduced |
| Mitchell Capital Management Co | 86,839 | $29.6M | 6.76% | −1,795−2.0% | Reduced |
| Western Wealth Management, LLC | 86,798 | $29.6M | 2.52% | +1,031+1.2% | Added |