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 |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 59,075 | $19.9M | 2.26% | −82−0.1% | Reduced |
| Parker Investment Management, LLC | 58,271 | $19.8M | 4.09% | −913−1.5% | Reduced |
| Weik Capital Management | 58,239 | $19.8M | 9.37% | −10,495−15.3% | Reduced |
| Sigma Investment Counselors Inc | 58,133 | $19.8M | 1.45% | +830+1.4% | Added |
| K.J. Harrison & Partners Inc | 58,269 | $19.8M | 3.59% | +8,218+16.4% | Added |
| Wedmont Private Capital | 57,102 | $19.7M | 2.12% | +8,891+18.4% | Added |
| Renaissance Investment Group LLC | 57,762 | $19.7M | 5.16% | −2,193−3.7% | Reduced |
| Copeland Capital Management, LLC | 57,731 | $19.7M | 0.41% | +23,228+67.3% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 57,700 | $19.6M | 1.05% | −17,800−23.6% | Reduced |
| Investment Advisory Services Inc | 57,552 | $19.6M | 8.27% | +338+0.6% | Added |
| Makena Capital Management LLC | 57,535 | $19.6M | 3.74% | −13,775−19.3% | Reduced |
| Belpointe Asset Management LLC | 57,528 | $19.6M | 2.07% | −56,416−49.5% | Reduced |
| Verition Fund Management LLC | 57,395 | $19.5M | 0.30% | +4,304+8.1% | Added |
| Advisory Research Inc | 57,354 | $19.5M | 2.50% | +8,848+18.2% | Added |
| NatWest Group plc | 57,215 | $19.5M | 10.12% | +7,414+14.9% | Added |
| City Holding Co | 57,198 | $19.5M | 3.35% | −351−0.6% | Reduced |
| Princeton Global Asset Management LLC | 57,185 | $19.5M | 5.69% | −5,928−9.4% | Reduced |
| Pavion Blue Capital, LLC | 57,167 | $19.5M | 11.35% | −328−0.6% | Reduced |
| DCM Advisors, LLC | 57,058 | $19.4M | 8.33% | −1,137−2.0% | Reduced |
| Annex Advisory Services, LLC | 56,825 | $19.4M | 1.07% | −3,136−5.2% | Reduced |
| Elk River Wealth Management, LLC | 56,808 | $19.3M | 4.14% | −1,152−2.0% | Reduced |
| Strategy Asset Managers LLC | 56,730 | $19.3M | 4.29% | +1,756+3.2% | Added |
| Two Point Capital Management, Inc. | 56,583 | $19.3M | 10.05% | −831−1.4% | Reduced |
| Flagship Harbor Advisors, LLC | 56,436 | $19.2M | 1.59% | −920−1.6% | Reduced |
| West Coast Financial LLC | 56,254 | $19.2M | 2.71% | −298−0.5% | Reduced |
| Canvas Wealth Advisors, LLC | 55,463 | $19.1M | 7.11% | −4,650−7.7% | Reduced |
| Corvex Management LP | 55,961 | $19.1M | 1.05% | −5,146−8.4% | Reduced |
| 11 Capital Partners LP | 55,756 | $19.0M | 10.72% | −9,550−14.6% | Reduced |
| Spence Asset Management | 55,744 | $19.0M | 5.32% | −22,719−29.0% | Reduced |
| Leonteq Securities AG | 55,730 | $19.0M | 1.94% | +55,730 | New |
| IMC-Chicago, LLC | 55,722 | $19.0M | 0.63% | +55,722 | New |
| Lincoln Capital Corp | 55,665 | $19.0M | 9.71% | −336−0.6% | Reduced |
| Consolidated Planning Corp | 55,577 | $18.9M | 3.98% | +1,921+3.6% | Added |
| Schechter Investment Advisors, LLC | 55,532 | $18.9M | 1.70% | +763+1.4% | Added |
| EULAV Asset Management | 55,509 | $18.9M | 0.70% | −491−0.9% | Reduced |
| Haverford Financial Services, Inc. | 55,499 | $18.9M | 5.63% | −277−0.5% | Reduced |
| Scholtz & Company, LLC | 55,386 | $18.9M | 11.80% | −3,345−5.7% | Reduced |
| Holderness Investments Co | 55,286 | $18.8M | 6.96% | +649+1.2% | Added |
| Cassaday & Co Wealth Management LLC | 55,141 | $18.8M | 0.74% | +6,988+14.5% | Added |
| Plimoth Trust Co LLC | 55,054 | $18.7M | 5.61% | −800−1.4% | Reduced |
| RBF Capital, LLC | 55,000 | $18.7M | 1.17% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 54,812 | $18.7M | 4.47% | −2,764−4.8% | Reduced |
| Independent Investors Inc | 54,706 | $18.6M | 4.32% | −100−0.2% | Reduced |
| Stockman Wealth Management, Inc. | 54,647 | $18.6M | 4.00% | −12,707−18.9% | Reduced |
| Zhang Financial LLC | 54,765 | $18.6M | 1.91% | +1,723+3.2% | Added |
| Summit Financial, LLC | 54,447 | $18.5M | 1.35% | +10,902+25.0% | Added |
| Hendershot Investments Inc. | 54,404 | $18.5M | 2.99% | −1,571−2.8% | Reduced |
| Heirloom Wealth Management | 54,378 | $18.5M | 8.05% | +1,828+3.5% | Added |
| Bank Hapoalim BM | 54,318 | $18.5M | 2.64% | −2,468−4.3% | Reduced |
| Camden National Bank | 54,125 | $18.4M | 3.61% | −2,093−3.7% | Reduced |
| Good Life Advisors, LLC | 54,021 | $18.4M | 2.07% | +311+0.6% | Added |
| Campbell Capital Management Inc | 53,940 | $18.4M | 10.31% | −2,850−5.0% | Reduced |
| Bayesian Capital Management, LP | 53,900 | $18.4M | 1.97% | +53,900 | New |
| WESPAC Advisors SoCal, LLC | 53,876 | $18.3M | 6.28% | −276−0.5% | Reduced |
| Engine No. 1 LLC | 53,827 | $18.3M | 8.94% | +53,827 | New |
| American Money Management, LLC | 53,823 | $18.3M | 4.57% | +452+0.8% | Added |
| Interval Partners, LP | 53,780 | $18.3M | 0.92% | −35,220−39.6% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 53,729 | $18.3M | 3.89% | −1,742−3.1% | Reduced |
| Cozad Asset Management Inc | 53,727 | $18.3M | 2.28% | +31+0.1% | Added |
| Arkadios Wealth Advisors | 53,721 | $18.3M | 2.13% | −837−1.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 53,627 | $18.3M | 4.04% | +2,954+5.8% | Added |
| Baker Ellis Asset Management LLC | 53,545 | $18.2M | 3.10% | −2,443−4.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 53,530 | $18.2M | 2.36% | −172−0.3% | Reduced |
| Baker Chad R | 53,465 | $18.2M | 4.30% | +175+0.3% | Added |
| Benin Management CORP | 53,311 | $18.2M | 6.50% | −1,481−2.7% | Reduced |
| Whalerock Point Partners, LLC | 53,268 | $18.1M | 6.15% | +592+1.1% | Added |
| Monarch Capital Management Inc | 53,213 | $18.1M | 5.50% | −1,581−2.9% | Reduced |
| Glassman Wealth Services | 53,160 | $18.1M | 2.92% | +468+0.9% | Added |
| Colonial Trust Co | 53,150 | $18.1M | 4.34% | −1,952−3.5% | Reduced |
| Lake Street Financial LLC | 53,108 | $18.1M | 3.18% | −445−0.8% | Reduced |
| Farmers National Bank | 53,069 | $18.1M | 6.16% | +336+0.6% | Added |
| Rench Wealth Management, Inc. | 52,926 | $18.0M | 7.90% | −225−0.4% | Reduced |
| Gifford Fong Associates | 52,925 | $18.0M | 4.23% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 52,915 | $18.0M | 1.86% | +3,070+6.2% | Added |
| R.H. Dinel Investment Counsel, Inc. | 52,875 | $18.0M | 12.60% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 52,825 | $18.0M | 10.26% | −1,473−2.7% | Reduced |
| Osher Van de Voorde Investment Management | 52,820 | $18.0M | 4.62% | −4,690−8.2% | Reduced |
| Bourgeon Capital Management LLC | 52,806 | $18.0M | 4.19% | −199−0.4% | Reduced |
| Valmark Advisers, Inc. | 52,775 | $18.0M | 0.37% | −2,501−4.5% | Reduced |
| Capital Investment Counsel, Inc | 52,774 | $18.0M | 3.48% | +1,017+2.0% | Added |
| Adalta Capital Management LLC | 52,678 | $17.9M | 11.99% | −4,735−8.2% | Reduced |
| Headinvest, LLC | 55,796 | $17.9M | 3.86% | −4,316−7.2% | Reduced |
| Hendley & Co Inc | 52,398 | $17.8M | 7.40% | −142−0.3% | Reduced |
| Cardinal Capital Management | 52,394 | $17.8M | 3.59% | −274−0.5% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 52,392 | $17.8M | 5.89% | −2,170−4.0% | Reduced |
| Farley Capital L.P. | 52,349 | $17.8M | 19.37% | −308−0.6% | Reduced |
| Wealthsource Partners, LLC | 52,320 | $17.8M | 1.17% | −2,759−5.0% | Reduced |
| Harbour Investments, Inc. | 52,315 | $17.8M | 0.88% | −1,089−2.0% | Reduced |
| Grand Jean Capital Management Inc | 52,302 | $17.8M | 6.04% | +121+0.2% | Added |
| Stratos Wealth Advisors, LLC | 52,296 | $17.8M | 1.26% | +805+1.6% | Added |
| Greenwich Wealth Management LLC | 52,279 | $17.8M | 1.87% | −40−0.1% | Reduced |
| BRX Global LP | 52,262 | $17.8M | 23.09% | −10,372−16.6% | Reduced |
| Lindbrook Capital, LLC | 52,224 | $17.8M | 1.89% | +3,916+8.1% | Added |
| Trifecta Capital Advisors, LLC | 52,175 | $17.8M | 5.72% | −2,816−5.1% | Reduced |
| L & S Advisors Inc | 52,153 | $17.8M | 2.37% | +1,144+2.2% | Added |
| HCR Wealth Advisors | 51,921 | $17.7M | 3.27% | −274−0.5% | Reduced |
| CloudAlpha Capital Management Limited/Hong Kong | 51,888 | $17.7M | 3.48% | −377,162−87.9% | Reduced |
| Glynn Capital Management LLC | 51,836 | $17.7M | 3.92% | +38,300+282.9% | Added |
| Phraction Management LLC | 51,818 | $17.6M | 8.71% | +170+0.3% | Added |
| Meridian Wealth Advisors, LLC | 51,482 | $17.5M | 4.24% | −6,215−10.8% | Reduced |