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 |
|---|---|---|---|---|---|
| Wealth Alliance | 45,594 | $15.5M | 2.32% | −163−0.4% | Reduced |
| Baugh & Associates, LLC | 45,506 | $15.5M | 9.33% | +619+1.4% | Added |
| Claro Advisors LLC | 45,452 | $15.5M | 3.85% | −96−0.2% | Reduced |
| SageView Advisory Group, LLC | 45,449 | $15.5M | 0.86% | +3,210+7.6% | Added |
| Arete Wealth Advisors, LLC | 45,416 | $15.5M | 1.39% | −6,892−13.2% | Reduced |
| Wall Street Access Asset Management, LLC | 45,401 | $15.5M | 8.91% | +3,151+7.5% | Added |
| Security National Bank | 45,382 | $15.5M | 3.94% | −1,361−2.9% | Reduced |
| Winch Advisory Services, LLC | 45,359 | $15.4M | 5.55% | −851−1.8% | Reduced |
| Asset Dedication, LLC | 45,350 | $15.4M | 1.32% | +1,711+3.9% | Added |
| Central Bank & Trust Co | 45,280 | $15.4M | 2.61% | −1,026−2.2% | Reduced |
| 9258 Wealth Management, LLC | 45,205 | $15.4M | 2.90% | −588−1.3% | Reduced |
| Isthmus Partners, LLC | 45,002 | $15.3M | 2.09% | −1,615−3.5% | Reduced |
| Bizma Investimentos Ltda | 45,000 | $15.3M | 10.42% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 44,990 | $15.3M | 4.19% | +2,110+4.9% | Added |
| American Trust | 44,980 | $15.3M | 1.06% | −2,387−5.0% | Reduced |
| New England Asset Management Inc | 44,966 | $15.3M | 2.22% | −9,000−16.7% | Reduced |
| Texas Yale Capital Corp. | 44,915 | $15.3M | 0.72% | −255−0.6% | Reduced |
| JCIC Asset Management Inc. | 44,858 | $15.3M | 6.93% | −2,053−4.4% | Reduced |
| CFM Wealth Partners LLC | 44,818 | $15.3M | 3.71% | −661−1.5% | Reduced |
| Cypress Asset Management Inc | 44,169 | $15.2M | 4.91% | −1,033−2.3% | Reduced |
| Wills Financial Group, Inc. | 44,743 | $15.2M | 7.73% | −98−0.2% | Reduced |
| Duncker Streett & Co Inc | 44,737 | $15.2M | 3.41% | +709+1.6% | Added |
| Heron Bay Capital Management | 44,731 | $15.2M | 4.22% | +16,457+58.2% | Added |
| J.P. Marvel Investment Advisors, LLC | 44,717 | $15.2M | 3.18% | −266−0.6% | Reduced |
| Barometer Capital Management Inc. | 44,655 | $15.2M | 4.06% | +3,429+8.3% | Added |
| Brady Family Wealth, LLC | 44,518 | $15.2M | 5.64% | −473−1.1% | Reduced |
| Rodgers Brothers Inc. | 44,489 | $15.2M | 2.67% | +1,056+2.4% | Added |
| Keystone Financial Group | 44,412 | $15.1M | 2.57% | +44,412 | New |
| Legacy Trust | 44,316 | $15.1M | 4.16% | +151+0.3% | Added |
| Jackson Hole Capital Partners, LLC | 44,282 | $15.1M | 4.14% | +1,921+4.5% | Added |
| Eudaimonia Partners, LLC | 44,278 | $15.1M | 3.40% | −595−1.3% | Reduced |
| Morton Capital Management LLC | 44,241 | $15.1M | 5.14% | +2,348+5.6% | Added |
| West Branch Capital LLC | 44,232 | $15.1M | 7.52% | −576−1.3% | Reduced |
| Mayflower Financial Advisors, LLC | 44,192 | $15.0M | 1.95% | −216−0.5% | Reduced |
| Hedeker Wealth, LLC | 44,187 | $15.0M | 5.02% | −253−0.6% | Reduced |
| Cooper Financial Group | 44,152 | $15.0M | 3.73% | +3,656+9.0% | Added |
| Harbor Island Capital LLC | 43,999 | $15.0M | 8.01% | −5,340−10.8% | Reduced |
| Romano Brothers and Company | 43,932 | $15.0M | 2.23% | −175−0.4% | Reduced |
| Jacobi Capital Management LLC | 43,868 | $14.9M | 1.67% | −2,654−5.7% | Reduced |
| Hall Capital Management Co Inc | 43,864 | $14.9M | 8.44% | −554−1.2% | Reduced |
| Heathbridge Capital Management Ltd. | 43,830 | $14.9M | 6.50% | −1,050−2.3% | Reduced |
| Harrell Investment Partners, LLC | 43,805 | $14.9M | 5.06% | +269+0.6% | Added |
| Legacy Wealth Management, LLC | 43,649 | $14.9M | 7.45% | −89−0.2% | Reduced |
| V-Square Quantitative Management LLC | 43,646 | $14.9M | 10.84% | −950−2.1% | Reduced |
| Truxt Investmentos Ltda. | 43,535 | $14.8M | 3.72% | −36,765−45.8% | Reduced |
| Hollencrest Capital Management | 43,470 | $14.8M | 1.54% | −556−1.3% | Reduced |
| Ameritas Advisory Services, LLC | 43,828 | $14.8M | 1.90% | −19,069−30.3% | Reduced |
| Kozak & Associates, Inc. | 43,712 | $14.8M | 5.96% | +313+0.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 43,375 | $14.8M | 2.39% | −433−1.0% | Reduced |
| Capital Investment Advisory Services, LLC | 43,313 | $14.7M | 1.46% | −33−0.1% | Reduced |
| Renaissance Technologies LLC | 43,299 | $14.7M | 0.02% | +39,485+1,035.3% | Added |
| Atlantic Trust, LLC | 47,165 | $14.7M | 4.73% | −6,090−11.4% | Reduced |
| Canal Capital Management, LLC | 43,286 | $14.7M | 2.98% | −2,143−4.7% | Reduced |
| Sage Mountain Advisors LLC | 43,232 | $14.7M | 2.10% | −23−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 43,165 | $14.7M | 1.62% | +8,113+23.1% | Added |
| Cooper Creek Partners Management LLC | 43,140 | $14.7M | 1.00% | −1,163−2.6% | Reduced |
| Shikiar Asset Management Inc | 43,137 | $14.7M | 4.74% | −114−0.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 42,971 | $14.6M | 1.10% | −812−1.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 42,879 | $14.6M | 1.40% | −2,382−5.3% | Reduced |
| Aspire Capital Advisors LLC | 42,851 | $14.6M | 7.09% | +60.0% | Added |
| Nkcfo LLC | 42,850 | $14.6M | 6.72% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 42,833 | $14.6M | 4.22% | −2,221−4.9% | Reduced |
| Physicians Financial Services, Inc. | 42,805 | $14.6M | 5.72% | +50.0% | Added |
| Ervin Investment Management, LLC | 42,792 | $14.6M | 11.69% | −2,723−6.0% | Reduced |
| Ascent Wealth Partners, LLC | 43,593 | $14.6M | 2.57% | +6,667+18.1% | Added |
| Quantum Private Wealth, LLC | 42,776 | $14.6M | 6.73% | +283+0.7% | Added |
| Quattro Financial Advisors LLC | 42,732 | $14.6M | 5.78% | +9,742+29.5% | Added |
| Sendero Wealth Management, LLC | 42,574 | $14.5M | 3.17% | +3,771+9.7% | Added |
| Legacy Advisors, LLC | 42,568 | $14.5M | 2.15% | +5,681+15.4% | Added |
| Lincoln Capital LLC | 42,547 | $14.5M | 3.73% | −86−0.2% | Reduced |
| Torray LLC | 42,523 | $14.5M | 2.50% | −645−1.5% | Reduced |
| Decatur Capital Management, Inc. | 42,512 | $14.5M | 9.91% | −689−1.6% | Reduced |
| Greystone Financial Group, LLC | 42,505 | $14.5M | 3.36% | −13,207−23.7% | Reduced |
| SOA Wealth Advisors, LLC. | 42,474 | $14.5M | 3.39% | −321−0.8% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 43,107 | $14.4M | 0.97% | −1,269−2.9% | Reduced |
| Codex Capital, L.L.C. | 42,400 | $14.4M | 9.30% | −4,000−8.6% | Reduced |
| Somerset Trust Co | 42,398 | $14.4M | 6.21% | −2,186−4.9% | Reduced |
| RMR Wealth Builders | 42,271 | $14.4M | 2.45% | +1,219+3.0% | Added |
| Eisler Capital (UK) Ltd. | 42,260 | $14.4M | 1.55% | −84,162−66.6% | Reduced |
| Keel Point, LLC | 42,249 | $14.4M | 1.92% | −1,846−4.2% | Reduced |
| Keebeck Wealth Management, LLC | 42,243 | $14.4M | 1.98% | +6,473+18.1% | Added |
| Nordwand Advisors, LLC | 42,216 | $14.4M | 2.46% | −3,285−7.2% | Reduced |
| Tikehau Investment Management | 42,207 | $14.4M | 8.49% | −31,619−42.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 41,992 | $14.3M | 1.53% | +112+0.3% | Added |
| Sage Capital Advisors,llc | 41,928 | $14.3M | 5.01% | +71+0.2% | Added |
| Horan Capital Advisors, LLC. | 41,918 | $14.3M | 5.58% | −192−0.5% | Reduced |
| Humankind Investments LLC | 41,742 | $14.2M | 5.55% | +1,684+4.2% | Added |
| Inlet Private Wealth, LLC | 41,634 | $14.2M | 3.58% | −983−2.3% | Reduced |
| Portland Global Advisors LLC | 41,626 | $14.2M | 2.32% | −560−1.3% | Reduced |
| Hanson & Doremus Investment Management | 41,606 | $14.2M | 2.95% | −24−0.1% | Reduced |
| Herold Advisors, Inc. | 41,518 | $14.1M | 4.33% | +397+1.0% | Added |
| Buckingham Strategic Partners | 41,498 | $14.1M | 0.79% | −598−1.4% | Reduced |
| CIC Wealth, LLC | 41,388 | $14.1M | 4.87% | +59+0.1% | Added |
| Royal Fund Management, LLC | 41,206 | $14.0M | 1.98% | −4,647−10.1% | Reduced |
| CRA Financial Services, LLC | 41,157 | $14.0M | 3.79% | −817−1.9% | Reduced |
| Duff & Phelps Investment Management Co | 41,124 | $14.0M | 0.17% | −2,940−6.7% | Reduced |
| Little House Capital LLC | 41,013 | $14.0M | 5.94% | +611+1.5% | Added |
| Silverlake Wealth Management LLC | 40,951 | $13.9M | 7.75% | −37−0.1% | Reduced |
| Group One Trading, L.P. | 40,911 | $13.9M | 0.60% | −40,854−50.0% | Reduced |
| Bonness Enterprises Inc | 40,900 | $13.9M | 6.27% | −600−1.4% | Reduced |