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 |
|---|---|---|---|---|---|
| Trustmark National Bank Trust Department | 36,244 | $12.3M | 1.14% | −1,224−3.3% | Reduced |
| Platform Technology Partners | 37,037 | $12.3M | 5.80% | −887−2.3% | Reduced |
| Cohen Lawrence B | 36,119 | $12.3M | 7.88% | −973−2.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 36,115 | $12.3M | 3.92% | +36,115 | New |
| NBW Capital LLC | 36,038 | $12.3M | 2.86% | −708−1.9% | Reduced |
| Argonautica Private Wealth Management, Inc | 35,984 | $12.3M | 5.51% | −152−0.4% | Reduced |
| Arden Trust Co | 35,937 | $12.2M | 2.01% | −2,953−7.6% | Reduced |
| Connolly Sarah T. | 35,928 | $12.2M | 7.39% | −185−0.5% | Reduced |
| Financial Engines Advisors L.L.C. | 35,905 | $12.2M | 0.03% | −3,281−8.4% | Reduced |
| Consolidated Press International Holdings Ltd | 35,860 | $12.2M | 3.83% | 00.0% | Unchanged |
| Alpha Family Trust | 35,825 | $12.2M | 8.52% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 35,781 | $12.2M | 2.89% | +4,433+14.1% | Added |
| Nilsine Partners, LLC | 35,741 | $12.2M | 1.79% | +167+0.5% | Added |
| Villere St Denis J & Co LLC | 35,682 | $12.2M | 0.88% | +685+2.0% | Added |
| Simon Quick Advisors, LLC | 35,622 | $12.1M | 1.12% | +581+1.7% | Added |
| Arlington Partners LLC | 35,586 | $12.1M | 1.87% | +2,121+6.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 35,542 | $12.1M | 0.72% | −5,262−12.9% | Reduced |
| IFG Advisory, LLC | 35,530 | $12.1M | 1.07% | +2,909+8.9% | Added |
| Enterprise Bank & Trust Co | 35,394 | $12.1M | 4.61% | +4,021+12.8% | Added |
| Partners Capital Investment Group, LLP | 35,270 | $12.0M | 0.26% | +10,252+41.0% | Added |
| John G Ullman & Associates Inc | 35,251 | $12.0M | 1.85% | −633−1.8% | Reduced |
| Warther Private Wealth, LLC | 35,201 | $12.0M | 8.14% | −113−0.3% | Reduced |
| Manchester Capital Management LLC | 35,193 | $12.0M | 1.61% | +3,223+10.1% | Added |
| Soundmark Wealth Management, LLC | 35,099 | $12.0M | 6.67% | +653+1.9% | Added |
| Bedel Financial Consulting, Inc. | 35,063 | $11.9M | 2.49% | −83−0.2% | Reduced |
| Citizens National Bank Trust Department | 35,026 | $11.9M | 3.16% | +51+0.1% | Added |
| Union Heritage Capital, LLC | 35,000 | $11.9M | 6.45% | +1,200+3.6% | Added |
| Hillman Capital Management, Inc. | 34,972 | $11.9M | 4.20% | −400−1.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 34,903 | $11.9M | 4.07% | +263+0.8% | Added |
| Winton Group Ltd | 34,889 | $11.9M | 0.99% | +14,082+67.7% | Added |
| Carlson Capital Management | 34,881 | $11.9M | 0.72% | +1,772+5.4% | Added |
| S.E.E.D. Planning Group LLC | 34,878 | $11.9M | 4.17% | +1,587+4.8% | Added |
| C Partners Holding GmbH | 34,847 | $11.9M | 2.25% | −92,629−72.7% | Reduced |
| Aries Wealth Management | 34,820 | $11.9M | 4.60% | −377−1.1% | Reduced |
| Centaurus Financial, Inc. | 34,806 | $11.9M | 1.04% | −17,272−33.2% | Reduced |
| First Bank & Trust | 34,759 | $11.8M | 3.00% | +1,578+4.8% | Added |
| Inscription Capital, LLC | 34,758 | $11.8M | 3.68% | −1,668−4.6% | Reduced |
| Tiedemann Advisors, LLC | 34,740 | $11.8M | 0.50% | +10,316+42.2% | Added |
| XXEC, Inc. | 34,689 | $11.8M | 9.02% | −700−2.0% | Reduced |
| Westover Capital Advisors, LLC | 34,670 | $11.8M | 4.10% | +10.0% | Added |
| Lafayette Investments, Inc. | 34,665 | $11.8M | 3.10% | +68+0.2% | Added |
| Advanced Asset Management Advisors Inc | 34,606 | $11.8M | 2.73% | −256−0.7% | Reduced |
| Gryphon Financial Partners LLC | 34,574 | $11.8M | 2.61% | −1,199−3.4% | Reduced |
| Avidian Wealth Solutions, LLC | 34,553 | $11.8M | 0.77% | −21,451−38.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 34,454 | $11.7M | 3.34% | −1,438−4.0% | Reduced |
| Great Diamond Partners, LLC | 34,314 | $11.7M | 3.09% | −122−0.4% | Reduced |
| Sphera Funds Management Ltd. | 34,312 | $11.7M | 2.50% | −20,311−37.2% | Reduced |
| Force Hill Capital Management LP | 34,300 | $11.7M | 2.53% | +9,400+37.8% | Added |
| IPG Investment Advisors LLC | 34,246 | $11.7M | 2.54% | +1,546+4.7% | Added |
| Financial Advisory Service, Inc. | 34,236 | $11.7M | 1.47% | +1,082+3.3% | Added |
| Formidable Asset Management, LLC | 34,184 | $11.6M | 2.54% | −4,354−11.3% | Reduced |
| Symphony Financial, Ltd. Co. | 34,723 | $11.6M | 2.86% | −1,805−4.9% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 34,118 | $11.6M | 9.45% | +14,000+69.6% | Added |
| Westmount Partners, LLC | 34,111 | $11.6M | 5.06% | +86+0.3% | Added |
| Orca Investment Management, LLC | 34,095 | $11.6M | 12.65% | −404−1.2% | Reduced |
| Citizens Business Bank | 34,051 | $11.6M | 2.59% | −1,865−5.2% | Reduced |
| SlateStone Wealth, LLC | 34,043 | $11.6M | 2.17% | −147−0.4% | Reduced |
| Stokes Capital Advisors, LLC | 34,039 | $11.6M | 3.90% | −4,609−11.9% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 33,977 | $11.6M | 9.89% | −39−0.1% | Reduced |
| Chesapeake Wealth Management | 33,952 | $11.6M | 4.56% | +2,266+7.2% | Added |
| First Washington CORP | 33,934 | $11.6M | 5.07% | 00.0% | Unchanged |
| Graphene Investments SAS | 33,900 | $11.5M | 7.61% | −9,000−21.0% | Reduced |
| Consolidated Investment Group LLC | 33,889 | $11.5M | 2.07% | 00.0% | Unchanged |
| Builder Investment Group Inc | 33,831 | $11.5M | 4.50% | −70−0.2% | Reduced |
| Sandbox Financial Partners, LLC | 33,830 | $11.5M | 6.01% | +770+2.3% | Added |
| Consilio Wealth Advisors, LLC | 33,709 | $11.5M | 6.32% | +6,103+22.1% | Added |
| Uncommon Cents Investing LLC | 33,678 | $11.5M | 4.05% | −160−0.5% | Reduced |
| Pure Financial Advisors, Inc. | 33,630 | $11.5M | 0.49% | +996+3.1% | Added |
| Citizens & Northern Corp | 33,624 | $11.5M | 4.33% | +610+1.8% | Added |
| Davidson Trust Co | 33,604 | $11.4M | 8.28% | +352+1.1% | Added |
| Carderock Capital Management Inc | 33,555 | $11.4M | 3.54% | −123−0.4% | Reduced |
| AIMZ Investment Advisors, LLC | 33,519 | $11.4M | 4.91% | −339−1.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 33,492 | $11.4M | 3.31% | +16,226+94.0% | Added |
| Chase Investment Counsel Corp | 33,411 | $11.4M | 5.74% | +2,495+8.1% | Added |
| Dudley Capital Management, LLC | 33,373 | $11.4M | 7.64% | −242−0.7% | Reduced |
| Evexia Wealth LLC | 32,308 | $11.3M | 5.45% | −599−1.8% | Reduced |
| Harbour Capital Advisors, LLC | 33,515 | $11.3M | 3.34% | −3,225−8.8% | Reduced |
| Jupiter Wealth Management LLC | 33,254 | $11.3M | 9.72% | +1,944+6.2% | Added |
| Shepherd Financial Partners LLC | 33,228 | $11.3M | 1.76% | +973+3.0% | Added |
| BCJ Capital Management, LLC | 33,188 | $11.3M | 1.00% | +6,840+26.0% | Added |
| Stony Point Wealth Management Inc. | 33,137 | $11.3M | 5.62% | −4,468−11.9% | Reduced |
| MidWestOne Financial Group, Inc. | 33,112 | $11.3M | 2.44% | +1,570+5.0% | Added |
| Dumont & Blake Investment Advisors LLC | 33,081 | $11.3M | 3.66% | −646−1.9% | Reduced |
| Hirtle Callaghan & Co LLC | 33,063 | $11.3M | 0.54% | −1,339−3.9% | Reduced |
| Financial Perspectives, Inc | 33,060 | $11.3M | 4.95% | +30.0% | Added |
| Great Lakes Retirement, Inc. | 32,964 | $11.2M | 1.98% | +503+1.5% | Added |
| White Pine Capital LLC | 32,937 | $11.2M | 4.18% | +175+0.5% | Added |
| Trust Co of Oklahoma | 32,936 | $11.2M | 4.15% | −1,589−4.6% | Reduced |
| Buttonwood Financial Advisors Inc. | 32,875 | $11.2M | 7.02% | +2,457+8.1% | Added |
| Carolinas Wealth Consulting LLC | 108,860 | $11.2M | 2.21% | −768−0.7% | Reduced |
| Chronos Wealth Management, LLC | 32,762 | $11.2M | 7.72% | −995−2.9% | Reduced |
| Northside Capital Management, LLC | 32,733 | $11.1M | 3.86% | −2,994−8.4% | Reduced |
| Strategic Investment Advisors | 32,654 | $11.1M | 1.54% | +1,442+4.6% | Added |
| Lavaca Capital LLC | 32,647 | $11.1M | 3.46% | −1,387−4.1% | Reduced |
| Concentric Wealth Management, LLC | 32,645 | $11.1M | 3.54% | −1,368−4.0% | Reduced |
| Zullo Investment Group, Inc. | 32,605 | $11.1M | 6.34% | −196−0.6% | Reduced |
| Bremer Bank National Association | 32,557 | $11.1M | 2.11% | −2,633−7.5% | Reduced |
| Artemis Wealth Advisors, LLC | 32,556 | $11.1M | 2.02% | +28,000+614.6% | Added |
| Bank of New Hampshire | 32,541 | $11.1M | 3.17% | −955−2.9% | Reduced |
| TCI Wealth Advisors, Inc. | 32,470 | $11.1M | 1.41% | −40.0% | Reduced |