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 |
|---|---|---|---|---|---|
| Claret Asset Management Corp | 74,317 | $25.3M | 4.93% | −1,381−1.8% | Reduced |
| Foundations Investment Advisors, LLC | 74,307 | $25.3M | 0.84% | +17,017+29.7% | Added |
| Orbis Allan Gray Ltd | 74,279 | $25.3M | 0.18% | +1,333+1.8% | Added |
| Dash Acquisitions Inc. | 74,161 | $25.3M | 10.01% | −2,990−3.9% | Reduced |
| Foyston, Gordon, & Payne Inc | 74,086 | $25.2M | 6.60% | −2,203−2.9% | Reduced |
| Hoffman, Alan N Investment Management | 73,980 | $25.2M | 14.94% | +1,493+2.1% | Added |
| Buffington Mohr McNeal | 73,868 | $25.2M | 5.43% | +904+1.2% | Added |
| Mane Global Capital Management LP | 73,850 | $25.1M | 2.36% | +73,850 | New |
| Ascent Group, LLC | 77,101 | $25.1M | 2.77% | +8,519+12.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 73,755 | $25.1M | 2.42% | −3,126−4.1% | Reduced |
| Greenwood Capital Associates LLC | 73,711 | $25.1M | 3.52% | −3,629−4.7% | Reduced |
| Change Path, LLC | 73,706 | $25.1M | 1.17% | −8,943−10.8% | Reduced |
| Hohimer Wealth Management, LLC | 73,221 | $24.9M | 6.88% | −1,064−1.4% | Reduced |
| CX Institutional | 73,175 | $24.9M | 1.29% | +4,088+5.9% | Added |
| Hutchinson Capital Management | 73,167 | $24.9M | 5.85% | −2,426−3.2% | Reduced |
| River Wealth Advisors LLC | 72,506 | $24.7M | 4.19% | +1,673+2.4% | Added |
| Webster Bank, N. A. | 72,363 | $24.6M | 3.18% | −2,566−3.4% | Reduced |
| McRae Capital Management Inc | 72,289 | $24.6M | 7.00% | +48+0.1% | Added |
| Front Barnett Associates LLC | 72,261 | $24.6M | 2.78% | −1,040−1.4% | Reduced |
| Cohen Capital Management, Inc. | 72,229 | $24.6M | 4.78% | 00.0% | Unchanged |
| Financial Insights, Inc. | 72,141 | $24.6M | 9.02% | −2,971−4.0% | Reduced |
| Genus Capital Management Inc. | 72,140 | $24.6M | 3.62% | +72,140 | New |
| Fernbridge Capital Management LP | 72,132 | $24.6M | 2.43% | −65,610−47.6% | Reduced |
| V Wealth Advisors LLC | 72,123 | $24.6M | 4.19% | +475+0.7% | Added |
| GHP Investment Advisors, Inc. | 76,506 | $24.6M | 1.43% | +1,597+2.1% | Added |
| Mather Group, LLC. | 72,045 | $24.5M | 0.39% | +7,076+10.9% | Added |
| Paragon Capital Management Ltd | 72,014 | $24.5M | 5.31% | −1,864−2.5% | Reduced |
| Buckingham Capital Management, Inc. | 71,871 | $24.5M | 3.65% | −1,443−2.0% | Reduced |
| CCM Investment Advisers LLC | 71,760 | $24.4M | 3.28% | −6,448−8.2% | Reduced |
| Fragasso Group Inc. | 71,663 | $24.4M | 2.61% | +11,846+19.8% | Added |
| Deltec Asset Management LLC | 71,557 | $24.4M | 5.33% | −100−0.1% | Reduced |
| Qtron Investments LLC | 71,408 | $24.3M | 4.62% | +2,838+4.1% | Added |
| Money Concepts Capital Corp | 71,209 | $24.3M | 2.47% | −31,641−30.8% | Reduced |
| Ashburton (Jersey) Ltd | 71,226 | $24.3M | 11.81% | +466+0.7% | Added |
| Beverly Hills Private Wealth, LLC | 73,614 | $24.1M | 3.97% | +30,536+70.9% | Added |
| Blackhill Capital Inc | 70,850 | $24.1M | 2.59% | −1,200−1.7% | Reduced |
| Toth Financial Advisory Corp | 70,806 | $24.1M | 3.49% | −220.0% | Reduced |
| Parcion Private Wealth LLC | 70,804 | $24.1M | 2.43% | +1,750+2.5% | Added |
| Van Strum & Towne Inc. | 70,773 | $24.1M | 9.97% | −69−0.1% | Reduced |
| BKD Wealth Advisors, LLC | 70,629 | $24.1M | 0.70% | +4,080+6.1% | Added |
| AdvisorNet Financial, Inc | 70,573 | $24.0M | 2.06% | −926−1.3% | Reduced |
| Salomon & Ludwin, LLC | 70,514 | $24.0M | 2.56% | +311+0.4% | Added |
| Rothschild Investment Corp | 70,436 | $24.0M | 2.00% | +997+1.4% | Added |
| Peak Asset Management, LLC | 70,392 | $24.0M | 5.54% | −2,063−2.8% | Reduced |
| Venturi Wealth Management, LLC | 70,219 | $23.9M | 1.92% | +246+0.4% | Added |
| KCL Capital, L.P. | 70,000 | $23.8M | 5.07% | −30,000−30.0% | Reduced |
| Alight Capital Management LP | 70,000 | $23.8M | 9.94% | +25,000+55.6% | Added |
| EFG Asset Management (Americas) Corp. | 69,949 | $23.8M | 5.51% | −3,319−4.5% | Reduced |
| Efg Capital International Corp. | 69,949 | $23.8M | 5.51% | +69,949 | New |
| Rice Partnership, LLC | 69,937 | $23.8M | 6.52% | +374+0.5% | Added |
| Exchange Traded Concepts, LLC | 69,879 | $23.8M | 0.59% | −333−0.5% | Reduced |
| Clear Harbor Asset Management, LLC | 69,851 | $23.8M | 2.34% | +10,658+18.0% | Added |
| Graypoint LLC | 69,741 | $23.7M | 2.36% | +3,770+5.7% | Added |
| Silicon Valley Capital Partners | 69,566 | $23.7M | 4.42% | −5,194−6.9% | Reduced |
| Community Bank, N.A. | 69,557 | $23.7M | 3.13% | −2,931−4.0% | Reduced |
| Perkins Coie Trust Co | 69,418 | $23.6M | 6.71% | −1,778−2.5% | Reduced |
| ARS Wealth Advisors Group, LLC | 69,388 | $23.6M | 3.75% | −625−0.9% | Reduced |
| Legacy Private Trust Co. | 69,167 | $23.6M | 1.95% | +1,433+2.1% | Added |
| Procyon Private Wealth Partners, LLC | 69,038 | $23.5M | 2.96% | +19,944+40.6% | Added |
| Fundamentun, LLC | 68,991 | $23.5M | 3.61% | −203−0.3% | Reduced |
| Sepio Capital, LP | 68,981 | $23.5M | 1.91% | −609−0.9% | Reduced |
| Symmetry Partners, LLC | 68,967 | $23.5M | 1.24% | −1,328−1.9% | Reduced |
| Hodges Capital Management Inc. | 60,738 | $23.5M | 1.37% | −11,270−15.7% | Reduced |
| One Capital Management, LLC | 68,851 | $23.4M | 1.06% | −3,435−4.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 68,719 | $23.4M | 6.16% | −754−1.1% | Reduced |
| BFSG, LLC | 68,622 | $23.4M | 3.97% | +3,781+5.8% | Added |
| Arrow Financial Corp | 68,549 | $23.3M | 2.82% | +2,197+3.3% | Added |
| Somerville Kurt F | 68,426 | $23.3M | 4.44% | −13,279−16.3% | Reduced |
| Bellecapital International Ltd. | 68,223 | $23.2M | 5.62% | −1,499−2.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 68,196 | $23.2M | 7.64% | −9,955−12.7% | Reduced |
| Motco | 68,173 | $23.2M | 1.52% | −1,408−2.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 68,111 | $23.2M | 2.45% | +2,785+4.3% | Added |
| Leuthold Group, LLC | 68,062 | $23.2M | 3.00% | −2,474−3.5% | Reduced |
| Y.D. More Investments Ltd | 68,065 | $23.2M | 5.88% | −12,670−15.7% | Reduced |
| Stokes Family Office, LLC | 68,050 | $23.2M | 2.68% | +6,936+11.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 68,031 | $23.2M | 6.20% | −1,148−1.7% | Reduced |
| Vision Capital Management, Inc. | 67,968 | $23.1M | 3.95% | +649+1.0% | Added |
| Cheviot Value Management, LLC | 67,702 | $23.1M | 5.03% | +1,846+2.8% | Added |
| SYSTM Wealth Solutions LLC | 67,329 | $22.9M | 3.10% | +6,727+11.1% | Added |
| AMG National Trust Bank | 67,264 | $22.9M | 0.76% | −2,359−3.4% | Reduced |
| Summit Trail Advisors, LLC | 67,171 | $22.9M | 0.86% | +15,387+29.7% | Added |
| Unigestion Holding SA | 68,243 | $22.9M | 1.32% | −9,646−12.4% | Reduced |
| South Street Advisors LLC | 67,087 | $22.8M | 4.53% | −1,060−1.6% | Reduced |
| Azzad Asset Management Inc | 67,082 | $22.8M | 3.07% | +356+0.5% | Added |
| Farmers Trust Co | 67,018 | $22.8M | 4.88% | −1,422−2.1% | Reduced |
| Chicago Trust Co NA | 66,990 | $22.8M | 5.47% | −154−0.2% | Reduced |
| Gratus Capital LLC | 66,931 | $22.8M | 1.57% | −850−1.3% | Reduced |
| Fairfield, Bush & Co. | 66,911 | $22.8M | 6.27% | +2,332+3.6% | Added |
| SFMG, LLC | 66,904 | $22.8M | 2.34% | −5,376−7.4% | Reduced |
| Wright Investors Service Inc | 66,741 | $22.7M | 6.41% | −335−0.5% | Reduced |
| Icon Wealth Partners, LLC | 66,720 | $22.7M | 2.40% | −6,144−8.4% | Reduced |
| Princeton Capital Management LLC | 66,404 | $22.6M | 9.39% | −486−0.7% | Reduced |
| HRT Financial LP | 66,307 | $22.6M | 0.21% | +66,307 | New |
| Hayek Kallen Investment Management | 66,182 | $22.5M | 9.59% | +2,758+4.3% | Added |
| Howe & Rusling Inc | 66,135 | $22.5M | 2.52% | −887−1.3% | Reduced |
| Iyo Bank, Ltd. | 66,077 | $22.5M | 11.67% | 00.0% | Unchanged |
| FACT Capital, LP | 66,047 | $22.5M | 10.48% | −4,208−6.0% | Reduced |
| Bright Rock Capital Management, LLC | 66,000 | $22.5M | 5.24% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 65,919 | $22.4M | 4.50% | −616−0.9% | Reduced |
| Tamar Securities, LLC | 65,851 | $22.4M | 5.52% | −3,571−5.1% | Reduced |