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 |
|---|---|---|---|---|---|
| Stonebridge Capital Management Inc | 51,457 | $17.5M | 8.16% | −3,850−7.0% | Reduced |
| Schwerin Boyle Capital Management Inc | 51,410 | $17.5M | 1.65% | −4,000−7.2% | Reduced |
| Asset Planning Services Inc | 51,380 | $17.5M | 10.77% | +110+0.2% | Added |
| Wintrust Investments LLC | 51,380 | $17.5M | 1.75% | +17,940+53.6% | Added |
| GPS Wealth Strategies Group, LLC | 51,311 | $17.5M | 3.25% | +553+1.1% | Added |
| Wayfinding Financial, LLC | 51,517 | $17.4M | 12.11% | −2,250−4.2% | Reduced |
| Avantax Planning Partners, Inc. | 51,065 | $17.4M | 0.69% | +2,341+4.8% | Added |
| Punch & Associates Investment Management, Inc. | 50,936 | $17.3M | 1.06% | −10,165−16.6% | Reduced |
| Hartford Financial Management Inc. | 50,905 | $17.3M | 4.28% | −946−1.8% | Reduced |
| Pinnbrook Capital Management LP | 50,746 | $17.3M | 10.23% | +39,987+371.7% | Added |
| Johnson Financial Group, Inc. | 50,739 | $17.3M | 1.19% | −9,198−15.3% | Reduced |
| Boyar Asset Management Inc. | 50,725 | $17.3M | 12.78% | −342−0.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 50,658 | $17.3M | 1.20% | +8,190+19.3% | Added |
| Condor Capital Management | 50,580 | $17.2M | 2.07% | −351−0.7% | Reduced |
| Berkshire Bank | 50,501 | $17.2M | 4.75% | −1,542−3.0% | Reduced |
| Hamilton Wealth, LLC | 50,472 | $17.2M | 5.98% | −2,742−5.2% | Reduced |
| McGuire Investment Group, LLC | 50,466 | $17.2M | 3.20% | −202−0.4% | Reduced |
| Boyd Watterson Asset Management LLC | 50,440 | $17.2M | 6.83% | −360−0.7% | Reduced |
| Moloney Securities Asset Management, LLC | 50,434 | $17.2M | 3.04% | −2,274−4.3% | Reduced |
| Valicenti Advisory Services Inc | 50,356 | $17.1M | 5.44% | −2,122−4.0% | Reduced |
| Motley Fool Wealth Management, LLC | 50,315 | $17.1M | 1.01% | −10,069−16.7% | Reduced |
| Goldstream Capital Management Ltd | 50,248 | $17.1M | 12.52% | −17,778−26.1% | Reduced |
| Cubic Asset Management, LLC | 50,241 | $17.1M | 4.60% | −2,462−4.7% | Reduced |
| Proequities, Inc. | 50,222 | $17.1M | 1.30% | −687−1.3% | Reduced |
| Lakeview Capital Partners, LLC | 50,105 | $17.1M | 3.17% | +11,126+28.5% | Added |
| Proficio Capital Partners LLC | 50,076 | $17.1M | 2.32% | +309+0.6% | Added |
| Capital City Trust Co | 49,966 | $17.0M | 5.29% | −2,845−5.4% | Reduced |
| Archford Capital Strategies, LLC | 49,271 | $17.0M | 3.23% | −192−0.4% | Reduced |
| Confluence Wealth Services, Inc. | 49,896 | $17.0M | 3.62% | +367+0.7% | Added |
| GFS Advisors, LLC | 49,895 | $17.0M | 3.78% | +192+0.4% | Added |
| Continuum Advisory, LLC | 49,890 | $17.0M | 2.70% | +685+1.4% | Added |
| Broderick Brian C | 49,765 | $16.9M | 4.47% | −415−0.8% | Reduced |
| Strategic Blueprint, LLC | 49,701 | $16.9M | 1.61% | +3,330+7.2% | Added |
| Red Door Wealth Management, LLC | 49,695 | $16.9M | 3.76% | +9,642+24.1% | Added |
| Allred Capital Management, LLC | 49,601 | $16.9M | 8.29% | −1,261−2.5% | Reduced |
| McCollum Christoferson Group LLC | 49,490 | $16.9M | 4.80% | −1,381−2.7% | Reduced |
| TRUE Private Wealth Advisors | 49,434 | $16.8M | 2.49% | −3,939−7.4% | Reduced |
| Turim 21 Investimentos Ltda. | 49,378 | $16.8M | 8.52% | +43,307+713.3% | Added |
| NorthRock Partners, LLC | 49,243 | $16.8M | 1.84% | −4,255−8.0% | Reduced |
| Hoertkorn Richard Charles | 49,208 | $16.8M | 8.07% | −108−0.2% | Reduced |
| Rowland & Co Investment Counsel | 49,010 | $16.7M | 3.95% | +3,564+7.8% | Added |
| Institute for Wealth Management, LLC. | 48,973 | $16.7M | 2.95% | −1,207−2.4% | Reduced |
| NTV Asset Management LLC | 48,965 | $16.7M | 2.91% | −151−0.3% | Reduced |
| New Millennium Group LLC | 48,943 | $16.7M | 15.28% | +7,280+17.5% | Added |
| Crescent Park Management, L.P. | 48,895 | $16.7M | 4.92% | −8,771−15.2% | Reduced |
| Capital Planning Advisors, LLC | 48,684 | $16.6M | 3.36% | +628+1.3% | Added |
| Scott & Selber, Inc. | 48,669 | $16.6M | 6.48% | −152−0.3% | Reduced |
| Rehmann Capital Advisory Group | 48,660 | $16.6M | 1.49% | −393−0.8% | Reduced |
| Wells Trecaso Financial Group, LLC | 48,651 | $16.6M | 7.13% | −359−0.7% | Reduced |
| Ronald Blue Trust, Inc. | 57,376 | $16.5M | 0.26% | −11,407−16.6% | Reduced |
| Exor Capital LLP | 48,526 | $16.5M | 1.07% | +48,526 | New |
| Cornerstone Wealth Group, LLC | 48,453 | $16.5M | 2.99% | −9,437−16.3% | Reduced |
| Bell Asset Management Ltd | 48,416 | $16.5M | 2.82% | −24,634−33.7% | Reduced |
| Thames Capital Management LLC | 48,396 | $16.5M | 8.78% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 48,380 | $16.5M | 1.07% | +4,017+9.1% | Added |
| Koshinski Asset Management, Inc. | 48,373 | $16.5M | 1.77% | −10,068−17.2% | Reduced |
| Aspiriant, LLC | 48,276 | $16.4M | 0.83% | +1,834+3.9% | Added |
| Westbourne Investment Advisors, Inc. | 48,141 | $16.4M | 7.34% | −767−1.6% | Reduced |
| Krilogy Financial LLC | 48,118 | $16.4M | 1.47% | +2,394+5.2% | Added |
| GM Advisory Group, Inc. | 48,071 | $16.4M | 1.36% | +9,135+23.5% | Added |
| Boston Research & Management Inc | 47,930 | $16.3M | 4.62% | −1,800−3.6% | Reduced |
| First National Bank & Trust Co of Newtown | 47,807 | $16.3M | 3.47% | −960−2.0% | Reduced |
| GPM Growth Investors, Inc. | 47,784 | $16.3M | 8.53% | −154−0.3% | Reduced |
| Paragon Capital Management LLC | 47,738 | $16.3M | 9.33% | −889−1.8% | Reduced |
| Consolidated Capital Management, LLC | 47,643 | $16.2M | 7.97% | −942−1.9% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 47,602 | $16.2M | 9.53% | −1,164−2.4% | Reduced |
| Stoneridge Investment Partners LLC | 47,553 | $16.2M | 7.04% | +2,209+4.9% | Added |
| Biondo Investment Advisors, LLC | 47,405 | $16.1M | 2.98% | −820−1.7% | Reduced |
| McDonald Partners LLC | 47,320 | $16.1M | 4.92% | −1,063−2.2% | Reduced |
| Fidelis Capital Partners, LLC | 47,275 | $16.1M | 5.88% | +2,146+4.8% | Added |
| Northwest Bancshares, Inc. | 47,225 | $16.1M | 2.91% | −1,749−3.6% | Reduced |
| AMS Capital Ltda | 47,129 | $16.0M | 18.86% | +47,129 | New |
| Roberts Glore & Co Inc | 47,055 | $16.0M | 5.13% | −1,875−3.8% | Reduced |
| Forum Financial Management, LP | 46,941 | $16.0M | 0.36% | −1,626−3.3% | Reduced |
| Capital Asset Advisory Services LLC | 46,246 | $16.0M | 1.12% | +791+1.7% | Added |
| Benedict Financial Advisors Inc | 46,861 | $16.0M | 4.39% | −1,736−3.6% | Reduced |
| Circle Wealth Management, LLC | 46,768 | $15.9M | 2.11% | −694−1.5% | Reduced |
| Live Oak Private Wealth LLC | 46,755 | $15.9M | 3.17% | −785−1.7% | Reduced |
| World Equity Group, Inc. | 46,593 | $15.9M | 4.67% | −280,451−85.8% | Reduced |
| Marietta Wealth Management, LLC | 46,546 | $15.9M | 2.99% | −1,446−3.0% | Reduced |
| Montecito Bank & Trust | 46,541 | $15.8M | 3.60% | −621−1.3% | Reduced |
| Northwest Capital Management Inc | 46,524 | $15.8M | 6.64% | +6,750+17.0% | Added |
| Sentry Investment Management LLC | 46,513 | $15.8M | 5.98% | −1,266−2.6% | Reduced |
| Morse Asset Management, Inc | 46,412 | $15.8M | 4.81% | −137−0.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 46,377 | $15.8M | 2.47% | −750−1.6% | Reduced |
| Oakworth Capital, Inc. | 46,334 | $15.8M | 1.34% | −2,190−4.5% | Reduced |
| Cordatus Wealth Management LLC | 46,298 | $15.8M | 5.93% | +46,298 | New |
| Crewe Advisors LLC | 46,296 | $15.8M | 2.21% | −1,234−2.6% | Reduced |
| Capital Markets Trading UK LLP | 46,233 | $15.7M | 11.53% | +44,446+2,487.2% | Added |
| Community Bank & Trust, Waco, Texas | 46,221 | $15.7M | 4.72% | −107−0.2% | Reduced |
| Old Point Trust & Financial Services N A | 46,192 | $15.7M | 6.55% | −1,124−2.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 46,511 | $15.7M | 1.75% | −912−1.9% | Reduced |
| Mirova | 46,103 | $15.7M | 2.76% | −10,586−18.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 46,026 | $15.7M | 3.76% | −585−1.3% | Reduced |
| Iowa State Bank | 45,998 | $15.7M | 3.93% | −1,002−2.1% | Reduced |
| Family Management Corp | 45,916 | $15.6M | 3.42% | +447+1.0% | Added |
| Rothschild Capital Partners, LLC | 45,873 | $15.6M | 5.76% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 46,226 | $15.6M | 1.82% | +3,861+9.1% | Added |
| Patten Group, Inc. | 45,729 | $15.6M | 4.41% | −538−1.2% | Reduced |
| Miller Wealth Advisors, LLC | 45,602 | $15.5M | 10.47% | +41,206+937.4% | Added |