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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Chemung Canal Trust Co | 65,843 | $22.4M | 4.81% | −1,229−1.8% | Reduced |
| Zions Bancorporation, N.A. | 65,798 | $22.4M | 1.89% | −628−0.9% | Reduced |
| Borer Denton & Associates, Inc. | 65,684 | $22.4M | 8.81% | −1,700−2.5% | Reduced |
| Regal Investment Advisors LLC | 65,562 | $22.3M | 1.87% | +549+0.8% | Added |
| Broadleaf Partners, LLC | 65,493 | $22.3M | 7.28% | +6,931+11.8% | Added |
| Horiko Capital Management LLC | 65,460 | $22.3M | 12.32% | −3,381−4.9% | Reduced |
| DFPG Investments, LLC | 62,746 | $22.3M | 2.01% | +6,455+11.5% | Added |
| Focus Financial Network, Inc. | 65,358 | $22.3M | 1.24% | +6,330+10.7% | Added |
| Angeles Wealth Management, LLC | 65,217 | $22.2M | 3.03% | +12,307+23.3% | Added |
| Joel Isaacson & Co., LLC | 64,845 | $22.1M | 1.48% | +1,317+2.1% | Added |
| Wellington Shields & Co., LLC | 64,731 | $22.0M | 5.18% | −5,656−8.0% | Reduced |
| Wealthcare Advisory Partners LLC | 64,681 | $22.0M | 0.99% | +723+1.1% | Added |
| RNC Capital Management LLC | 64,656 | $22.0M | 1.22% | −2,343−3.5% | Reduced |
| Brasada Capital Management, LP | 64,622 | $22.0M | 4.84% | −525−0.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 64,550 | $22.0M | 2.15% | +24,405+60.8% | Added |
| Canal Insurance CO | 64,500 | $22.0M | 6.17% | −10,000−13.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 64,456 | $21.9M | 5.45% | −1,650−2.5% | Reduced |
| Sand Hill Global Advisors, LLC | 64,431 | $21.9M | 1.09% | −1,358−2.1% | Reduced |
| Csenge Advisory Group | 64,419 | $21.9M | 1.47% | +3,332+5.5% | Added |
| Middleton & Co Inc | 64,323 | $21.9M | 2.90% | +1,375+2.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 64,300 | $21.9M | 7.85% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 64,133 | $21.8M | 10.09% | −119−0.2% | Reduced |
| Court Place Advisors, LLC | 64,013 | $21.8M | 7.64% | −1,015−1.6% | Reduced |
| Financial Architects, Inc | 63,943 | $21.8M | 3.29% | +25,163+64.9% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 63,848 | $21.7M | 0.69% | −1,784−2.7% | Reduced |
| Arjuna Capital | 63,570 | $21.6M | 7.67% | −1,886−2.9% | Reduced |
| Conning Inc. | 63,511 | $21.6M | 0.72% | −11,597−15.4% | Reduced |
| Capital Planning LLC | 63,499 | $21.6M | 8.43% | −1,242−1.9% | Reduced |
| Foster & Motley Inc | 63,130 | $21.5M | 1.67% | −3,843−5.7% | Reduced |
| Insigneo Advisory Services, LLC | 63,060 | $21.5M | 4.12% | +19,767+45.7% | Added |
| Morningstar Investment Management LLC | 63,034 | $21.5M | 2.85% | −23,704−27.3% | Reduced |
| Buckhead Capital Management LLC | 63,019 | $21.5M | 5.11% | −453−0.7% | Reduced |
| WoodTrust Financial Corp | 62,993 | $21.5M | 3.97% | +1,051+1.7% | Added |
| Mitchell Sinkler & Starr | 62,871 | $21.4M | 6.08% | +209+0.3% | Added |
| RAM Investment Partners, LLC | 62,856 | $21.4M | 8.95% | −3,494−5.3% | Reduced |
| New Hampshire Trust | 62,580 | $21.3M | 5.54% | −758−1.2% | Reduced |
| Hall Laurie J Trustee | 62,504 | $21.3M | 8.45% | −1,056−1.7% | Reduced |
| Laurel Wealth Advisors LLC | 62,398 | $21.2M | 4.29% | −962−1.5% | Reduced |
| Northstar Asset Management Inc | 62,384 | $21.2M | 6.26% | −861−1.4% | Reduced |
| Davy Global Fund Management Ltd | 62,337 | $21.2M | 4.03% | −331−0.5% | Reduced |
| Harvey Capital Management Inc | 62,315 | $21.2M | 7.80% | −1,885−2.9% | Reduced |
| Stone Point Wealth LLC | 62,209 | $21.2M | 8.78% | −212−0.3% | Reduced |
| Allied Investment Advisors, LLC | 62,143 | $21.2M | 6.13% | +367+0.6% | Added |
| First Interstate Bank | 62,134 | $21.2M | 1.75% | −5,344−7.9% | Reduced |
| Harbour Investment Management LLC | 61,981 | $21.1M | 11.10% | −464−0.7% | Reduced |
| Altrafin AG | 61,953 | $21.1M | 9.47% | −2,874−4.4% | Reduced |
| Light Street Capital Management, LLC | 61,880 | $21.1M | 5.58% | +2,017+3.4% | Added |
| Columbus Hill Capital Management, L.P. | 61,752 | $21.0M | 6.96% | 00.0% | Unchanged |
| R.m.sincerbeaux Capital Management LLC | 61,751 | $21.0M | 14.37% | −100−0.2% | Reduced |
| Liberty One Investment Management, LLC | 61,714 | $21.0M | 2.73% | +43+0.1% | Added |
| Segment Wealth Management, LLC | 61,568 | $21.0M | 2.16% | −1,579−2.5% | Reduced |
| Payden & Rygel | 61,530 | $21.0M | 1.48% | −68,300−52.6% | Reduced |
| Arcadia Investment Management Corp | 61,511 | $20.9M | 4.25% | +815+1.3% | Added |
| International Assets Investment Management, LLC | 70,469 | $20.9M | 2.85% | −1,294−1.8% | Reduced |
| China Universal Asset Management Co., Ltd. | 61,481 | $20.9M | 6.46% | −5,111−7.7% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 62,248 | $20.9M | 1.49% | −27,528−30.7% | Reduced |
| Miramar Capital, LLC | 61,435 | $20.9M | 5.31% | −870−1.4% | Reduced |
| Zuckerman Investment Group, LLC | 61,371 | $20.9M | 2.99% | −143−0.2% | Reduced |
| Huber Capital Management LLC | 61,343 | $20.9M | 5.02% | −1,703−2.7% | Reduced |
| RKL Wealth Management LLC | 61,251 | $20.9M | 2.47% | −504−0.8% | Reduced |
| Atlas Capital Advisors LLC | 61,197 | $20.8M | 3.17% | −9,077−12.9% | Reduced |
| RPG Investment Advisory, LLC | 61,156 | $20.8M | 3.60% | −6,096−9.1% | Reduced |
| Main Street Research LLC | 61,114 | $20.8M | 3.32% | +806+1.3% | Added |
| Valley National Advisers Inc | 61,061 | $20.8M | 3.50% | −564−0.9% | Reduced |
| Premier Fund Managers Ltd | 62,064 | $20.8M | 0.83% | −23,300−27.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 60,849 | $20.7M | 2.94% | +2,577+4.4% | Added |
| Smithbridge Asset Management Inc | 60,775 | $20.7M | 4.85% | −1,013−1.6% | Reduced |
| Curi Capital | 60,705 | $20.7M | 2.80% | −2,985−4.7% | Reduced |
| RDST Capital LLC | 60,500 | $20.6M | 8.47% | +10,195+20.3% | Added |
| Alley Investment Management Company, LLC | 60,427 | $20.6M | 3.32% | −433−0.7% | Reduced |
| TrinityPoint Wealth, LLC | 60,416 | $20.6M | 4.01% | −166−0.3% | Reduced |
| Glen Eagle Advisors, LLC | 60,205 | $20.5M | 4.73% | +1,690+2.9% | Added |
| Nicola Wealth Management Ltd. | 60,160 | $20.5M | 2.01% | −30,000−33.3% | Reduced |
| Kovack Advisors, Inc. | 60,142 | $20.5M | 2.63% | +4,806+8.7% | Added |
| SevenBridge Financial Group, LLC | 60,118 | $20.5M | 5.29% | −252−0.4% | Reduced |
| Cartenna Capital, LP | 60,000 | $20.4M | 2.91% | −25,000−29.4% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 60,000 | $20.4M | 7.47% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 60,000 | $20.4M | 2.50% | 00.0% | Unchanged |
| Comerica Securities,inc. | 59,909 | $20.4M | 1.41% | +127+0.2% | Added |
| WS Portfolio Advisory, LLC | 59,833 | $20.4M | 4.70% | −13,947−18.9% | Reduced |
| Balboa Wealth Partners | 59,686 | $20.3M | 7.09% | +117+0.2% | Added |
| St. Clair Advisors, LLC | 59,653 | $20.3M | 7.92% | +4,596+8.3% | Added |
| Marietta Investment Partners LLC | 59,541 | $20.3M | 5.26% | −2,605−4.2% | Reduced |
| Mattern Wealth Management LLC | 59,417 | $20.2M | 5.90% | +3,221+5.7% | Added |
| Nicollet Investment Management, Inc. | 59,349 | $20.2M | 9.00% | −948−1.6% | Reduced |
| Cornerstone Wealth Management, LLC | 59,268 | $20.2M | 1.80% | +2,211+3.9% | Added |
| Alpha Omega Wealth Management LLC | 59,248 | $20.2M | 3.41% | −2,708−4.4% | Reduced |
| Bogart Wealth, LLC | 59,191 | $20.2M | 1.28% | +126+0.2% | Added |
| Teewinot Capital Advisers, L.L.C. | 59,147 | $20.1M | 3.42% | +5,221+9.7% | Added |
| Apella Capital, LLC | 59,103 | $20.1M | 1.43% | +59,103 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 58,969 | $20.1M | 0.13% | −9,094−13.4% | Reduced |
| Laidlaw Wealth Management LLC | 58,834 | $20.0M | 3.92% | +1,478+2.6% | Added |
| Strategic Global Advisors, LLC | 58,721 | $20.0M | 3.08% | −4,290−6.8% | Reduced |
| Knuff & Co LLC | 58,712 | $20.0M | 7.49% | −400−0.7% | Reduced |
| Harbor Capital Advisors, Inc. | 58,654 | $20.0M | 3.99% | +1,471+2.6% | Added |
| Trybe Capital Management LP | 58,615 | $20.0M | 11.58% | +3,471+6.3% | Added |
| Mark Stevens | 58,571 | $19.9M | 2.57% | −1,709−2.8% | Reduced |
| Sirios Capital Management L P | 58,521 | $19.9M | 3.44% | +8,710+17.5% | Added |
| Diligent Investors, LLC | 58,519 | $19.9M | 5.89% | −105−0.2% | Reduced |
| Brown Shipley& Co Ltd | 58,512 | $19.9M | 8.16% | +5,632+10.7% | Added |