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 |
|---|---|---|---|---|---|
| Advocate Group LLC | 32,470 | $11.1M | 2.43% | −104−0.3% | Reduced |
| NEIRG Wealth Management, LLC | 32,450 | $11.1M | 2.04% | −2,567−7.3% | Reduced |
| Carroll Investors, Inc | 32,474 | $11.0M | 8.29% | +475+1.5% | Added |
| Nicolet Bankshares Inc | 39,996 | $11.0M | 3.14% | +7,702+23.8% | Added |
| Telos Capital Management, Inc. | 32,380 | $11.0M | 1.47% | +55+0.2% | Added |
| Affinity Wealth Management LLC | 32,308 | $11.0M | 2.52% | +776+2.5% | Added |
| Brick & Kyle, Associates | 32,484 | $11.0M | 5.88% | −69−0.2% | Reduced |
| True North Advisors, LLC | 32,249 | $11.0M | 3.11% | +3,467+12.0% | Added |
| Bank Ozk | 32,205 | $11.0M | 5.22% | −1,772−5.2% | Reduced |
| White Pine Investment CO | 32,132 | $10.9M | 3.77% | −1,087−3.3% | Reduced |
| Tiemann Investment Advisors, LLC | 32,111 | $10.9M | 5.57% | −1,032−3.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 32,106 | $10.9M | 5.20% | −537−1.6% | Reduced |
| Ion Asset Management Ltd. | 32,000 | $10.9M | 1.27% | +20,000+166.7% | Added |
| Columbia Trust Co 01012016 | 31,961 | $10.9M | 6.11% | +322+1.0% | Added |
| Front Row Advisors LLC | 31,837 | $10.8M | 4.82% | +44+0.1% | Added |
| TFG Advisers LLC | 31,831 | $10.8M | 4.93% | +117+0.4% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 31,806 | $10.8M | 3.21% | −124−0.4% | Reduced |
| Evanson Asset Management, LLC | 31,774 | $10.8M | 1.03% | +201+0.6% | Added |
| WealthTrust Axiom LLC | 31,742 | $10.8M | 3.59% | −430−1.3% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 31,727 | $10.8M | 3.17% | −12,073−27.6% | Reduced |
| Tradition Wealth Management, LLC | 31,696 | $10.8M | 1.26% | +769+2.5% | Added |
| Delta Financial Advisors LLC | 31,579 | $10.8M | 4.75% | +1,331+4.4% | Added |
| Bray Capital Advisors | 31,565 | $10.7M | 3.22% | −1,610−4.9% | Reduced |
| Cornerstone Advisory, LLC | 31,561 | $10.7M | 1.89% | −3,266−9.4% | Reduced |
| Oxler Private Wealth LLC | 31,485 | $10.7M | 5.11% | −779−2.4% | Reduced |
| Oarsman Capital, Inc. | 31,460 | $10.7M | 4.69% | −378−1.2% | Reduced |
| Notis-McConarty Edward | 31,458 | $10.7M | 4.08% | −1,025−3.2% | Reduced |
| C2C Wealth Management, LLC | 30,787 | $10.7M | 1.41% | +377+1.2% | Added |
| Chapman Investment Management, LLC | 31,257 | $10.6M | 8.44% | +81+0.3% | Added |
| Long Walk Management LP | 31,250 | $10.6M | 7.87% | +1,500+5.0% | Added |
| Gardner Lewis Asset Management L P | 31,227 | $10.6M | 3.89% | −1,388−4.3% | Reduced |
| Boit C F David | 31,204 | $10.6M | 7.07% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 31,193 | $10.6M | 0.34% | −16−0.1% | Reduced |
| Pegasus Partners Ltd. | 31,191 | $10.6M | 1.56% | −2,374−7.1% | Reduced |
| M&R Capital Management Inc | 31,173 | $10.6M | 2.77% | +95+0.3% | Added |
| Nadler Financial Group, Inc. | 31,154 | $10.6M | 1.55% | −352−1.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 31,090 | $10.6M | 2.56% | −4,107−11.7% | Reduced |
| Wealth Advisors, Inc. | 31,359 | $10.6M | 4.51% | +221+0.7% | Added |
| Financial Partners Group, LLC | 31,006 | $10.6M | 5.32% | −328−1.0% | Reduced |
| MCF Advisors LLC | 30,926 | $10.5M | 0.95% | −606−1.9% | Reduced |
| Muhlenkamp & Co Inc | 30,892 | $10.5M | 3.73% | +30,892 | New |
| Benson Investment Management Company, Inc. | 30,864 | $10.5M | 5.83% | −2,931−8.7% | Reduced |
| Delta Investment Management, LLC | 30,844 | $10.5M | 2.88% | −3,337−9.8% | Reduced |
| Atlas Wealth LLC | 29,186 | $10.5M | 1.93% | −62−0.2% | Reduced |
| Plancorp, LLC | 30,805 | $10.5M | 0.57% | +666+2.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 30,796 | $10.5M | 7.05% | +1,206+4.1% | Added |
| Summit X, LLC | 30,763 | $10.5M | 2.55% | −830−2.6% | Reduced |
| Summit Financial Group Inc | 30,745 | $10.5M | 4.07% | −1,465−4.5% | Reduced |
| Northstar Asset Management LLC | 30,741 | $10.5M | 2.88% | −100−0.3% | Reduced |
| Chatham Capital Group, Inc. | 30,712 | $10.5M | 2.20% | −245−0.8% | Reduced |
| Founders Financial Alliance, LLC | 30,681 | $10.4M | 4.11% | +6,387+26.3% | Added |
| Saranac Partners Ltd | 30,678 | $10.4M | 5.61% | −1,551−4.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 30,667 | $10.4M | 3.04% | +55+0.2% | Added |
| Birch Capital Management, LLC | 30,643 | $10.4M | 6.34% | −504−1.6% | Reduced |
| Unionview, LLC | 30,631 | $10.4M | 9.53% | −860−2.7% | Reduced |
| Prestige Wealth Management Group LLC | 30,615 | $10.4M | 2.47% | +277+0.9% | Added |
| Cambridge Advisors Inc. | 30,593 | $10.4M | 2.67% | −1,160−3.7% | Reduced |
| Bessemer Securities LLC | 30,573 | $10.4M | 6.92% | −17,639−36.6% | Reduced |
| Gordian Capital Singapore Pte Ltd | 30,536 | $10.4M | 14.45% | −50−0.2% | Reduced |
| Gibraltar Capital Management, Inc. | 30,533 | $10.4M | 4.61% | −334−1.1% | Reduced |
| Transatlantique Private Wealth LLC | 30,527 | $10.4M | 5.42% | −495−1.6% | Reduced |
| Empire Financial Management Company, LLC | 30,520 | $10.4M | 4.14% | −1,015−3.2% | Reduced |
| Harrington Investments, INC | 30,516 | $10.4M | 6.82% | +259+0.9% | Added |
| Spreng Capital Management, Inc. | 30,511 | $10.4M | 8.16% | −95−0.3% | Reduced |
| Strait & Sound Wealth Management LLC | 30,496 | $10.4M | 10.29% | −1,790−5.5% | Reduced |
| Pine Haven Investment Counsel, Inc | 30,485 | $10.4M | 10.34% | −604−1.9% | Reduced |
| Endurance Wealth Management, Inc. | 30,481 | $10.4M | 1.42% | −35−0.1% | Reduced |
| Center for Financial Planning, Inc. | 30,436 | $10.4M | 2.18% | −547−1.8% | Reduced |
| BFT Financial Group, LLC | 30,430 | $10.4M | 1.18% | −247−0.8% | Reduced |
| Hollow Brook Wealth Management LLC | 30,404 | $10.4M | 4.48% | −2,009−6.2% | Reduced |
| Sentry LLC | 30,335 | $10.3M | 2.25% | +179+0.6% | Added |
| Journey Strategic Wealth LLC | 30,332 | $10.3M | 0.47% | +1,035+3.5% | Added |
| Mandatum Life Insurance Co Ltd | 30,311 | $10.3M | 4.27% | +476+1.6% | Added |
| Windward Capital Management Co | 30,309 | $10.3M | 0.93% | −21−0.1% | Reduced |
| Eastover Investment Advisors LLC | 30,286 | $10.3M | 5.50% | −587−1.9% | Reduced |
| JT Stratford LLC | 30,192 | $10.3M | 2.77% | −2,331−7.2% | Reduced |
| Advisor OS, LLC | 30,174 | $10.3M | 1.68% | +7,677+34.1% | Added |
| Versant Capital Management, Inc | 30,157 | $10.3M | 3.28% | −684−2.2% | Reduced |
| Souders Financial Advisors | 30,138 | $10.3M | 1.96% | −1,606−5.1% | Reduced |
| Monument Capital Management | 30,107 | $10.3M | 3.27% | +858+2.9% | Added |
| Lederer & Associates Investment Counsel | 30,089 | $10.2M | 7.73% | −808−2.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 30,090 | $10.2M | 3.16% | −940−3.0% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 30,089 | $10.2M | 3.04% | +30,089 | New |
| Drexel Morgan & Co. | 30,069 | $10.2M | 2.66% | 00.0% | Unchanged |
| In-Depth Partners, LLC | 30,033 | $10.2M | 10.70% | +2,775+10.2% | Added |
| Bridge Creek Capital Management LLC | 30,011 | $10.2M | 3.66% | −658−2.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $10.2M | 2.84% | 00.0% | Unchanged |
| My Personal CFO, LLC | 29,979 | $10.2M | 8.02% | −5,319−15.1% | Reduced |
| BNC Wealth Management, LLC | 29,971 | $10.2M | 5.42% | −4,308−12.6% | Reduced |
| Meridian Investment Counsel Inc. | 29,943 | $10.2M | 3.63% | −20−0.1% | Reduced |
| Fort Point Capital Partners LLC | 29,914 | $10.2M | 1.54% | +1,319+4.6% | Added |
| Manhattan West Asset Management, LLC | 29,865 | $10.2M | 3.79% | +6,663+28.7% | Added |
| Icapital Wealth LLC | 29,794 | $10.1M | 6.37% | −2,534−7.8% | Reduced |
| Soros Capital Management LLC | 29,700 | $10.1M | 7.83% | +29,700 | New |
| Field & Main Bank | 29,662 | $10.1M | 5.63% | −470−1.6% | Reduced |
| Cardiff Park Advisors, LLC | 29,618 | $10.1M | 1.24% | +433+1.5% | Added |
| Quent Capital, LLC | 29,563 | $10.1M | 1.57% | +188+0.6% | Added |
| Loudon Investment Management, LLC | 29,499 | $10.0M | 6.62% | −812−2.7% | Reduced |
| Strategic Wealth Designers | 29,417 | $10.0M | 1.59% | +2,553+9.5% | Added |
| Eukles Asset Management | 29,362 | $10.0M | 5.11% | +158+0.5% | Added |