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 |
|---|---|---|---|---|---|
| SeaBridge Investment Advisors LLC | 40,879 | $13.9M | 4.58% | +352+0.9% | Added |
| Argyle Capital Management Inc. | 40,778 | $13.9M | 5.01% | −2,477−5.7% | Reduced |
| Madrona Financial Services, LLC | 40,774 | $13.9M | 6.79% | −2,444−5.7% | Reduced |
| RFG Advisory, LLC | 40,705 | $13.9M | 0.62% | −123−0.3% | Reduced |
| CFO4Life Group, LLC | 40,583 | $13.8M | 2.97% | +612+1.5% | Added |
| Clarity Financial LLC | 40,435 | $13.8M | 2.05% | +37,623+1,337.9% | Added |
| Belmont Capital, LLC | 40,155 | $13.7M | 7.68% | +7,003+21.1% | Added |
| Seizert Capital Partners, LLC | 40,105 | $13.7M | 0.73% | −1,757−4.2% | Reduced |
| BerganKDV Wealth Management, LLC | 40,071 | $13.6M | 1.37% | −1,076−2.6% | Reduced |
| TLW Wealth Management, LLC | 40,051 | $13.6M | 9.83% | −367−0.9% | Reduced |
| Bluegrass Capital Partners LP | 40,000 | $13.6M | 14.70% | −4,000−9.1% | Reduced |
| First Sabrepoint Capital Management LP | 40,000 | $13.6M | 5.96% | 00.0% | Unchanged |
| Unio Capital LLC | 39,929 | $13.6M | 6.94% | −3,539−8.1% | Reduced |
| Next Century Growth Investors LLC | 39,872 | $13.6M | 1.31% | +3,303+9.0% | Added |
| Brave Asset Management Inc | 39,866 | $13.6M | 3.98% | +28+0.1% | Added |
| Sunbelt Securities, Inc. | 39,829 | $13.6M | 1.95% | −1,937−4.6% | Reduced |
| Mattern Capital Management, LLC | 39,793 | $13.6M | 2.20% | +555+1.4% | Added |
| Whitener Capital Management, Inc. | 39,726 | $13.5M | 5.19% | −178−0.4% | Reduced |
| Aj Wealth Strategies, LLC | 39,713 | $13.5M | 0.65% | +1,348+3.5% | Added |
| Portside Wealth Group, LLC | 39,653 | $13.5M | 2.51% | +39,653 | New |
| Tilt Investment Management Holdings, PBC | 39,652 | $13.5M | 8.93% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 39,647 | $13.5M | 7.54% | −778−1.9% | Reduced |
| Connable Office Inc | 39,644 | $13.5M | 1.85% | +1,363+3.6% | Added |
| Solidarilty Wealth, LLC | 39,630 | $13.5M | 5.55% | +2,028+5.4% | Added |
| Warren Averett Asset Management, LLC | 39,589 | $13.5M | 0.59% | +3,524+9.8% | Added |
| Trinity Street Asset Management LLP | 39,521 | $13.5M | 1.49% | +80.0% | Added |
| Chapin Davis, Inc. | 39,412 | $13.4M | 6.37% | +1,824+4.9% | Added |
| Benjamin Edwards Inc | 39,400 | $13.4M | 3.12% | +426+1.1% | Added |
| Traynor Capital Management, Inc. | 39,357 | $13.4M | 1.73% | +733+1.9% | Added |
| JB Capital LLC | 39,345 | $13.4M | 1.13% | −510−1.3% | Reduced |
| McGinn Investment Management, Inc. | 39,195 | $13.3M | 9.64% | +977+2.6% | Added |
| PFG Investments, LLC | 39,036 | $13.3M | 2.37% | +2,558+7.0% | Added |
| Walter & Keenan Financial Consulting Co | 39,009 | $13.3M | 4.88% | −1,231−3.1% | Reduced |
| Nikko Asset Management Americas, Inc. | 39,008 | $13.3M | 0.14% | −1,004−2.5% | Reduced |
| Kidder Stephen W | 38,957 | $13.3M | 4.34% | −763−1.9% | Reduced |
| WBH Advisory Inc | 38,872 | $13.2M | 1.57% | −939−2.4% | Reduced |
| Altfest L J & Co Inc | 38,866 | $13.2M | 1.99% | +49+0.1% | Added |
| Puzo Michael J | 38,852 | $13.2M | 4.19% | −1,451−3.6% | Reduced |
| Tranquility Partners, LLC | 38,852 | $13.2M | 5.70% | −113−0.3% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 38,753 | $13.2M | 13.07% | +25,615+195.0% | Added |
| Selway Asset Management | 38,734 | $13.2M | 5.79% | +140+0.4% | Added |
| Potrero Capital Research LLC | 38,694 | $13.2M | 8.40% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 38,690 | $13.2M | 6.05% | −11,650−23.1% | Reduced |
| HPC Germany GmbH & Co. KG | 38,618 | $13.2M | 16.42% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 38,533 | $13.1M | 1.83% | −11,204−22.5% | Reduced |
| Avestar Capital, LLC | 38,402 | $13.1M | 2.27% | +1,754+4.8% | Added |
| Pensionfund Sabic | 38,390 | $13.1M | 4.38% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 38,366 | $13.1M | 1.53% | −2,099−5.2% | Reduced |
| Stansberry Asset Management, LLC | 38,185 | $13.0M | 2.38% | −8,461−18.1% | Reduced |
| Udine Wealth Management, Inc. | 38,174 | $13.0M | 12.35% | −192−0.5% | Reduced |
| Birinyi Associates Inc | 38,170 | $13.0M | 4.75% | −299−0.8% | Reduced |
| Bill Few Associates, Inc. | 38,167 | $13.0M | 6.72% | −477−1.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 38,086 | $13.0M | 3.75% | −417−1.1% | Reduced |
| Berger Financial Group, Inc | 38,044 | $13.0M | 1.47% | +222+0.6% | Added |
| Bulltick Wealth Management, LLC | 37,899 | $12.9M | 3.03% | −8,799−18.8% | Reduced |
| Baldwin Investment Management, LLC | 37,872 | $12.9M | 2.12% | −395−1.0% | Reduced |
| Kavar Capital Partners Group, LLC | 37,844 | $12.9M | 2.75% | −1,499−3.8% | Reduced |
| Jackson Square Capital, LLC | 37,786 | $12.9M | 5.17% | +4,727+14.3% | Added |
| Vishria Bird Financial Group, LLC | 37,762 | $12.9M | 7.64% | −37−0.1% | Reduced |
| Moser Wealth Advisors, LLC | 37,753 | $12.9M | 8.65% | +37,753 | New |
| NVWM, LLC | 37,745 | $12.9M | 4.18% | −2,004−5.0% | Reduced |
| Kesler, Norman & Wride, LLC | 37,735 | $12.9M | 3.12% | −140.0% | Reduced |
| Cramer Rosenthal McGlynn LLC | 37,720 | $12.8M | 0.64% | +952+2.6% | Added |
| Stanley-Laman Group, Ltd. | 37,716 | $12.8M | 2.12% | +1,058+2.9% | Added |
| Roberts Wealth Advisors, LLC | 37,696 | $12.8M | 5.64% | −2,251−5.6% | Reduced |
| Nicholas Investment Partners, LP | 37,694 | $12.8M | 0.88% | +8,594+29.5% | Added |
| Searle & Co. | 38,099 | $12.8M | 3.96% | +144+0.4% | Added |
| Coastal Investment Advisors, Inc. | 37,558 | $12.8M | 2.81% | −3,479−8.5% | Reduced |
| Beach Investment Counsel Inc | 37,536 | $12.8M | 1.52% | +31,815+556.1% | Added |
| M. Kulyk & Associates, LLC | 37,531 | $12.8M | 3.57% | −2,886−7.1% | Reduced |
| Providence Capital Advisors, LLC | 37,500 | $12.8M | 3.24% | −19,977−34.8% | Reduced |
| Paradigm Financial Partners, LLC | 37,477 | $12.8M | 3.45% | −534−1.4% | Reduced |
| PDS Planning, Inc | 37,441 | $12.8M | 1.63% | +3,283+9.6% | Added |
| Fosun International Ltd | 37,436 | $12.7M | 1.79% | −2,420−6.1% | Reduced |
| Univest Financial Corp | 37,414 | $12.7M | 3.85% | −5,444−12.7% | Reduced |
| Eagle Rock Investment Company, LLC | 36,822 | $12.7M | 2.74% | +122+0.3% | Added |
| Lighthouse Investment Partners, LLC | 37,369 | $12.7M | 0.97% | +21,515+135.7% | Added |
| Geller Advisors LLC | 37,344 | $12.7M | 1.59% | +15,237+68.9% | Added |
| United Capital Management of KS, Inc. | 37,300 | $12.7M | 4.07% | −22−0.1% | Reduced |
| BDO Wealth Advisors, LLC | 37,216 | $12.7M | 1.45% | +948+2.6% | Added |
| Pegasus Asset Management, Inc. | 37,115 | $12.6M | 5.63% | +80.0% | Added |
| David Loasby | 36,948 | $12.6M | 1.38% | +2,499+7.3% | Added |
| Armstrong Shaw Associates Inc | 36,960 | $12.6M | 12.81% | −4,380−10.6% | Reduced |
| Guardian Wealth Advisors, LLC | 36,936 | $12.6M | 2.15% | +2,426+7.0% | Added |
| Sargent Investment Group, LLC | 36,909 | $12.6M | 3.05% | −911−2.4% | Reduced |
| Abbot Financial Management, Inc. | 36,819 | $12.5M | 8.05% | −504−1.4% | Reduced |
| First Personal Financial Services | 36,815 | $12.5M | 3.11% | −971−2.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 36,737 | $12.5M | 1.33% | −1,313−3.5% | Reduced |
| Ravenstone Capital Management Inc. | 36,689 | $12.5M | 9.81% | −535−1.4% | Reduced |
| Golden State Equity Partners | 36,649 | $12.5M | 3.51% | +10,686+41.2% | Added |
| Financial Partners Group, Inc | 38,070 | $12.5M | 2.53% | +82+0.2% | Added |
| Shorepoint Capital Partners LLC | 36,515 | $12.4M | 3.50% | −762−2.0% | Reduced |
| Financial Network Wealth Management LLC | 36,746 | $12.4M | 5.75% | −639−1.7% | Reduced |
| Glassy Mountain Advisors, Inc. | 36,470 | $12.4M | 5.53% | +36,470 | New |
| 44 Wealth Management LLC | 36,369 | $12.4M | 4.23% | −1,011−2.7% | Reduced |
| Hilltop Holdings Inc. | 36,345 | $12.4M | 1.53% | +1,004+2.8% | Added |
| Brown Miller Wealth Management, LLC | 36,309 | $12.4M | 6.67% | −107−0.3% | Reduced |
| Timber Creek Capital Management LLC | 36,304 | $12.4M | 4.26% | −11,787−24.5% | Reduced |
| STF Management LP | 36,292 | $12.4M | 13.31% | −28,204−43.7% | Reduced |
| Jackson Hill Advisors, LLC | 36,250 | $12.3M | 8.67% | −9,750−21.2% | Reduced |