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
- +139 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
- 220
- 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 | 6,238 | $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 |
|---|---|---|---|---|---|
| MIG Capital, LLC | 86,589 | $29.5M | 5.33% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 87,185 | $29.5M | 6.12% | −15,166−14.8% | Reduced |
| Centre Asset Management, LLC | 86,434 | $29.4M | 6.51% | +15,864+22.5% | Added |
| Avitas Wealth Management LLC | 86,316 | $29.4M | 5.32% | −1,103−1.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 86,288 | $29.4M | 0.47% | −892−1.0% | Reduced |
| Integrated Advisors Network LLC | 86,278 | $29.4M | 1.69% | −1,114−1.3% | Reduced |
| Nations Financial Group Inc, | 86,219 | $29.4M | 2.88% | −58−0.1% | Reduced |
| Franchise Capital Ltd | 86,215 | $29.4M | 9.19% | −16,086−15.7% | Reduced |
| Ivy Lane Capital Management, LLC | 86,000 | $29.3M | 21.60% | 00.0% | Unchanged |
| Lowell Blake & Associates Inc. | 85,985 | $29.3M | 8.49% | −8,306−8.8% | Reduced |
| Trust Asset Management LLC | 85,929 | $29.3M | 3.03% | 00.0% | Unchanged |
| Immersion Capital LLP | 85,921 | $29.3M | 9.79% | −217,053−71.6% | Reduced |
| Checchi Capital Advisers, LLC | 85,820 | $29.2M | 2.61% | +2,589+3.1% | Added |
| Randolph Co Inc | 85,514 | $29.1M | 4.06% | −127−0.1% | Reduced |
| Greatmark Investment Partners, Inc. | 85,225 | $29.0M | 4.89% | −2,372−2.7% | Reduced |
| Leavell Investment Management, Inc. | 85,184 | $29.0M | 1.97% | +1,038+1.2% | Added |
| Nwi Management LP | 85,000 | $28.9M | 8.25% | −235,000−73.4% | Reduced |
| Center Lake Capital Management, LLC | 85,000 | $28.9M | 17.08% | −5,000−5.6% | Reduced |
| Soditic Asset Management LLP | 84,804 | $28.9M | 21.07% | +80,739+1,986.2% | Added |
| Cape Cod Five Cents Savings Bank | 84,752 | $28.9M | 3.04% | −401−0.5% | Reduced |
| Godsey & Gibb Associates | 84,728 | $28.9M | 3.27% | −4,023−4.5% | Reduced |
| Vantage Investment Partners, LLC | 84,662 | $28.8M | 3.73% | −16,333−16.2% | Reduced |
| Griffin Asset Management, Inc. | 84,325 | $28.7M | 3.89% | −7,408−8.1% | Reduced |
| Bensler, LLC | 84,258 | $28.7M | 5.45% | −880−1.0% | Reduced |
| Marco Investment Management LLC | 83,822 | $28.5M | 3.08% | −2,887−3.3% | Reduced |
| Cypress Capital Group | 83,758 | $28.5M | 4.13% | −1,872−2.2% | Reduced |
| CMH Wealth Management LLC | 83,277 | $28.4M | 7.63% | +454+0.5% | Added |
| Nelson Capital Management, LLC | 83,071 | $28.3M | 7.31% | −5,405−6.1% | Reduced |
| Rings Capital Management LLC | 83,000 | $28.3M | 26.56% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 82,886 | $28.2M | 3.63% | −623−0.7% | Reduced |
| SP Asset Management LLC | 82,845 | $28.2M | 3.15% | −1,436−1.7% | Reduced |
| Private Trust Co NA | 82,689 | $28.2M | 3.55% | +2,870+3.6% | Added |
| Tufton Capital Management | 82,576 | $28.1M | 6.07% | −2,541−3.0% | Reduced |
| Lake Street Advisors Group, LLC | 82,540 | $28.1M | 1.55% | +1,456+1.8% | Added |
| Dividend Assets Capital, LLC | 82,157 | $28.0M | 5.76% | −5,828−6.6% | Reduced |
| Professional Advisory Services Inc | 82,079 | $28.0M | 4.24% | −14,959−15.4% | Reduced |
| Westchester Capital Management, Inc. | 82,060 | $27.9M | 7.78% | −858−1.0% | Reduced |
| Mechanics Bank Trust Department | 82,004 | $27.9M | 4.46% | −300.0% | Reduced |
| King Wealth | 81,929 | $27.9M | 5.64% | +232+0.3% | Added |
| Caldwell Trust Co | 81,909 | $27.9M | 3.64% | +2,509+3.2% | Added |
| First Nebraska Trust Co | 81,806 | $27.9M | 3.33% | −325−0.4% | Reduced |
| Blue Fin Capital, Inc. | 81,669 | $27.8M | 7.94% | −989−1.2% | Reduced |
| Journey Advisory Group, LLC | 81,606 | $27.8M | 4.15% | −5,657−6.5% | Reduced |
| Northwest Investment Counselors, LLC | 81,489 | $27.8M | 7.42% | −85−0.1% | Reduced |
| Chicago Partners Investment Group LLC | 84,606 | $27.7M | 1.44% | +5,460+6.9% | Added |
| ICICI Prudential Asset Management Co Ltd | 81,012 | $27.4M | 3.48% | −19,845−19.7% | Reduced |
| Anabranch Capital Management, LP | 80,256 | $27.3M | 20.08% | 00.0% | Unchanged |
| Central Securities Corp | 80,000 | $27.2M | 3.24% | 00.0% | Unchanged |
| Cincinnati Casualty Co | 80,000 | $27.2M | 16.52% | 00.0% | Unchanged |
| Verity & Verity, LLC | 79,972 | $27.2M | 3.34% | −412−0.5% | Reduced |
| Cutler Investment Counsel LLC | 79,613 | $27.1M | 4.10% | +236+0.3% | Added |
| Hillman Co | 79,505 | $27.1M | 15.26% | −4,176−5.0% | Reduced |
| LSV Asset Management | 79,300 | $27.0M | 0.06% | −9,500−10.7% | Reduced |
| JLB & Associates Inc | 79,238 | $27.0M | 3.84% | −1,070−1.3% | Reduced |
| Geneos Wealth Management Inc. | 79,058 | $26.9M | 1.41% | +3,175+4.2% | Added |
| Credential Qtrade Securities Inc. | 79,040 | $26.9M | 1.69% | −4,604−5.5% | Reduced |
| Titan Global Capital Management USA LLC | 78,989 | $26.9M | 6.37% | −50.0% | Reduced |
| Claar Advisors LLC | 78,947 | $26.9M | 10.18% | −6,500−7.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 78,931 | $26.9M | 3.52% | −4,806−5.7% | Reduced |
| Americana Partners, LLC | 78,907 | $26.9M | 3.46% | −10,730−12.0% | Reduced |
| D L Carlson Investment Group Inc | 78,883 | $26.9M | 5.13% | +1,590+2.1% | Added |
| Abner Herrman & Brock LLC | 78,882 | $26.9M | 3.94% | +1,125+1.4% | Added |
| Sompo Asset Management Co., Ltd. | 78,620 | $26.8M | 5.00% | +4,380+5.9% | Added |
| Fulcrum Capital LLC | 78,552 | $26.8M | 7.03% | −12,324−13.6% | Reduced |
| Thompson Investment Management, Inc. | 78,241 | $26.6M | 4.33% | −4,091−5.0% | Reduced |
| Woodmont Investment Counsel LLC | 78,206 | $26.6M | 2.76% | +290.0% | Added |
| Gladstone Institutional Advisory LLC | 78,191 | $26.6M | 1.62% | −1,121−1.4% | Reduced |
| Monetary Management Group Inc | 78,165 | $26.6M | 8.16% | −16,875−17.8% | Reduced |
| M. Kraus & Co | 77,962 | $26.5M | 8.92% | −766−1.0% | Reduced |
| Northern Oak Wealth Management Inc | 77,951 | $26.5M | 3.16% | −15,671−16.7% | Reduced |
| Synergy Financial Management, LLC | 77,923 | $26.5M | 6.57% | +517+0.7% | Added |
| Covenant Asset Management, LLC | 77,910 | $26.5M | 7.82% | +320.0% | Added |
| Merriman Wealth Management, LLC | 77,797 | $26.5M | 1.31% | −10,432−11.8% | Reduced |
| Buckley Wealth Management, LLC | 77,740 | $26.5M | 9.00% | +1,352+1.8% | Added |
| Quadrant Capital Group LLC | 77,565 | $26.4M | 2.62% | −896−1.1% | Reduced |
| Invictus Private Wealth, LLC | 77,354 | $26.3M | 2.84% | −3,942−4.8% | Reduced |
| Cadinha & Co LLC | 76,986 | $26.2M | 4.77% | +24,010+45.3% | Added |
| Walter Public Investments Inc. | 76,886 | $26.2M | 5.83% | −6,444−7.7% | Reduced |
| Waycross Partners, LLC | 76,745 | $26.1M | 5.67% | +15,240+24.8% | Added |
| Intrust Bank NA | 76,660 | $26.1M | 3.17% | −155−0.2% | Reduced |
| Edentree Asset Management Ltd | 76,500 | $26.0M | 8.94% | +76,500 | New |
| Pioneer Trust Bank N A | 76,427 | $26.0M | 7.50% | −3,200−4.0% | Reduced |
| Lathrop Investment Management Corp | 76,307 | $26.0M | 5.28% | −694−0.9% | Reduced |
| Perennial Advisors, LLC | 76,301 | $26.0M | 6.62% | +5,698+8.1% | Added |
| JGP Wealth Management, LLC | 76,003 | $25.9M | 4.23% | +542+0.7% | Added |
| Jasper Ridge Partners, L.P. | 75,937 | $25.9M | 1.30% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 76,642 | $25.8M | 2.94% | −4,100−5.1% | Reduced |
| First Western Trust Bank | 75,807 | $25.8M | 1.26% | −942−1.2% | Reduced |
| Verdence Capital Advisors LLC | 75,423 | $25.7M | 2.98% | −1,023−1.3% | Reduced |
| Lyell Wealth Management, LP | 75,196 | $25.6M | 3.27% | −3,710−4.7% | Reduced |
| Fiduciary Alliance LLC | 75,196 | $25.6M | 5.50% | +1,180+1.6% | Added |
| Wildcat Capital Management, LLC | 75,000 | $25.5M | 9.72% | +35,000+87.5% | Added |
| Nemes Rush Group LLC | 74,988 | $25.5M | 4.50% | +74,988 | New |
| Vista Equity Partners Management, LLC | 74,951 | $25.5M | 0.58% | +4,726+6.7% | Added |
| Davidson Kempner Capital Management LP | 75,000 | $25.5M | 0.54% | −25,000−25.0% | Reduced |
| XML Financial, LLC | 74,683 | $25.4M | 2.94% | +124+0.2% | Added |
| Exchange Capital Management, Inc. | 74,502 | $25.4M | 4.71% | −451−0.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 74,438 | $25.3M | 5.93% | +447+0.6% | Added |
| Naples Global Advisors, LLC | 74,393 | $25.3M | 2.97% | +414+0.6% | Added |
| Palisade Capital Management LLC | 74,371 | $25.3M | 0.67% | −1,575−2.1% | Reduced |