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 |
|---|---|---|---|---|---|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 29,221 | $9.95M | 4.76% | +142+0.5% | Added |
| Asio Capital, LLC | 29,206 | $9.95M | 2.44% | +233+0.8% | Added |
| StoneX Group Inc. | 29,169 | $9.93M | 1.03% | −519−1.7% | Reduced |
| F/M Investments LLC | 29,160 | $9.93M | 7.32% | −3,326−10.2% | Reduced |
| Mystic Asset Management, Inc. | 29,118 | $9.92M | 5.32% | −299−1.0% | Reduced |
| Roanoke Asset Management Corp | 29,104 | $9.91M | 3.92% | 00.0% | Unchanged |
| Excalibur Management Corp | 29,102 | $9.91M | 5.05% | −555−1.9% | Reduced |
| M Holdings Securities, Inc. | 29,098 | $9.91M | 2.04% | −21,860−42.9% | Reduced |
| Ellevest, Inc. | 29,088 | $9.91M | 0.74% | +1,142+4.1% | Added |
| Penbrook Management LLC | 29,073 | $9.90M | 7.18% | −335−1.1% | Reduced |
| Keystone Financial Planning, Inc. | 29,034 | $9.89M | 3.31% | +346+1.2% | Added |
| Diamant Asset Management, Inc. | 29,003 | $9.88M | 7.55% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 28,975 | $9.87M | 4.57% | +200+0.7% | Added |
| Aviance Capital Partners, LLC | 28,968 | $9.86M | 2.09% | +649+2.3% | Added |
| Frisch Financial Group, Inc. | 28,946 | $9.86M | 4.73% | −1,813−5.9% | Reduced |
| Triangle Securities Wealth Management | 28,944 | $9.86M | 3.39% | −1,135−3.8% | Reduced |
| Signet Financial Management, LLC | 28,937 | $9.85M | 1.56% | −38−0.1% | Reduced |
| Key Financial Inc | 28,923 | $9.85M | 3.26% | +661+2.3% | Added |
| Chesapeake Asset Management LLC | 28,892 | $9.84M | 8.88% | −3,733−11.4% | Reduced |
| SOL Capital Management CO | 28,887 | $9.84M | 1.49% | +776+2.8% | Added |
| Andra AP-fonden | 28,800 | $9.81M | 0.25% | +3,100+12.1% | Added |
| Occidental Asset Management, LLC | 28,792 | $9.80M | 2.22% | +846+3.0% | Added |
| Relyea Zuckerberg Hanson LLC | 28,783 | $9.80M | 2.20% | +3,080+12.0% | Added |
| Leeward Financial Partners, LLC | 28,775 | $9.80M | 5.63% | +1,767+6.5% | Added |
| Beck Capital Management, LLC | 28,764 | $9.80M | 3.86% | +3,580+14.2% | Added |
| S&T Bank | 28,700 | $9.77M | 1.76% | −2,795−8.9% | Reduced |
| Hamel Associates, Inc. | 28,673 | $9.76M | 3.42% | −1,925−6.3% | Reduced |
| Blodgett Wealth Advisors, LLC | 28,648 | $9.76M | 10.14% | +511+1.8% | Added |
| Wilson Asset Management (International) Pty Ltd | 28,647 | $9.76M | 2.66% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 28,631 | $9.75M | 1.16% | −45−0.2% | Reduced |
| Menlo Advisors LLC | 28,610 | $9.74M | 6.14% | −1,005−3.4% | Reduced |
| Catalyst Capital Advisors LLC | 28,591 | $9.74M | 0.28% | +14,959+109.7% | Added |
| Ballast Advisors LLC | 28,577 | $9.73M | 3.66% | −927−3.1% | Reduced |
| Peoples Financial Services Corp. | 28,539 | $9.72M | 4.36% | −408−1.4% | Reduced |
| Laffer Tengler Investments | 28,535 | $9.72M | 2.58% | −2,388−7.7% | Reduced |
| Klingman & Associates, LLC | 28,505 | $9.71M | 0.78% | +1,831+6.9% | Added |
| Sandhill Capital Partners LLC | 28,464 | $9.69M | 0.88% | −4,021−12.4% | Reduced |
| Tenere Capital LLC | 28,450 | $9.69M | 4.75% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 28,449 | $9.69M | 1.32% | 00.0% | Unchanged |
| Lakehouse Capital Pty Ltd | 28,440 | $9.69M | 8.33% | −3,002−9.5% | Reduced |
| Nixon Peabody Trust Co | 28,406 | $9.67M | 7.85% | −6,457−18.5% | Reduced |
| Resonant Capital Advisors, LLC | 28,384 | $9.67M | 1.05% | +1,479+5.5% | Added |
| Roman Butler Fullerton & Co | 27,166 | $9.65M | 4.43% | −6,242−18.7% | Reduced |
| Sawyer & Company, Inc | 28,296 | $9.64M | 4.40% | +28,296 | New |
| Brandywine Oak Private Wealth LLC | 28,292 | $9.63M | 1.08% | −245−0.9% | Reduced |
| VeraBank, N.A. | 28,267 | $9.63M | 3.71% | +18+0.1% | Added |
| Aperture Investors, LLC | 28,235 | $9.62M | 1.18% | +5,867+26.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 28,216 | $9.61M | 4.70% | −1,044−3.6% | Reduced |
| Palo Alto Wealth Advisors, LLC | 28,150 | $9.59M | 7.65% | −317−1.1% | Reduced |
| Lantz Financial LLC | 28,118 | $9.57M | 3.75% | +989+3.6% | Added |
| Tradewinds, LLC. | 28,112 | $9.57M | 5.64% | +104+0.4% | Added |
| Lorne Steinberg Wealth Management Inc. | 28,080 | $9.56M | 3.60% | −324−1.1% | Reduced |
| Greenfield Savings Bank | 28,002 | $9.54M | 6.46% | +1,505+5.7% | Added |
| MYDA Advisors LLC | 28,000 | $9.54M | 3.73% | +28,000 | New |
| GDS Wealth Management | 27,977 | $9.53M | 1.55% | +543+2.0% | Added |
| Marvin & Palmer Associates Inc | 27,930 | $9.51M | 4.29% | +27,930 | New |
| FWL Investment Management, LLC | 27,876 | $9.49M | 6.48% | +62+0.2% | Added |
| LCNB Corp | 27,860 | $9.49M | 4.05% | −711−2.5% | Reduced |
| Perennial Investment Advisors, LLC | 27,831 | $9.48M | 1.69% | −16−0.1% | Reduced |
| Legacy Financial Advisors, Inc. | 27,795 | $9.47M | 1.77% | +1,987+7.7% | Added |
| Teza Capital Management LLC | 27,771 | $9.46M | 1.53% | +19,158+222.4% | Added |
| Piscataqua Savings Bank | 27,767 | $9.46M | 7.74% | −451−1.6% | Reduced |
| RWM Asset Management, LLC | 27,481 | $9.45M | 1.81% | −1,529−5.3% | Reduced |
| Q Capital Solutions | 27,670 | $9.42M | 8.27% | +1,539+5.9% | Added |
| LVW Advisors, LLC | 27,591 | $9.40M | 1.90% | −4,210−13.2% | Reduced |
| Enterprise Financial Services Corp | 27,534 | $9.38M | 5.96% | −1,394−4.8% | Reduced |
| Grove Bank & Trust | 27,481 | $9.36M | 1.89% | −783−2.8% | Reduced |
| Once Capital Management, LLC | 27,400 | $9.33M | 8.72% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 27,359 | $9.32M | 3.47% | +238+0.9% | Added |
| Stelac Advisory Services LLC | 27,324 | $9.31M | 4.15% | +466+1.7% | Added |
| Sonata Capital Group Inc | 27,191 | $9.26M | 4.79% | −399−1.4% | Reduced |
| Founders Capital Management | 27,177 | $9.25M | 6.73% | −1,122−4.0% | Reduced |
| Tandem Capital Management Corp | 27,151 | $9.25M | 6.03% | −659−2.4% | Reduced |
| Personal Cfo Solutions, LLC | 27,094 | $9.23M | 1.87% | −885−3.2% | Reduced |
| Kemnay Advisory Services Inc. | 27,093 | $9.23M | 4.06% | −1,728−6.0% | Reduced |
| Armstrong Advisory Group, Inc | 27,013 | $9.20M | 0.98% | −449−1.6% | Reduced |
| Bell Bank | 26,985 | $9.19M | 0.97% | +2,260+9.1% | Added |
| Eos Management, L.P. | 26,979 | $9.19M | 4.28% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 26,965 | $9.18M | 2.18% | +157+0.6% | Added |
| Thematics Asset Management | 26,947 | $9.18M | 0.44% | −2,466−8.4% | Reduced |
| Hampton Road Capital Management LP | 26,928 | $9.17M | 2.12% | +26,928 | New |
| Investment Research & Advisory Group, Inc. | 26,924 | $9.17M | 5.35% | +436+1.6% | Added |
| Martin & Co Inc | 26,920 | $9.17M | 2.32% | −1,159−4.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 26,907 | $9.16M | 6.77% | −1,142−4.1% | Reduced |
| Cary Street Partners Asset Management LLC | 26,906 | $9.16M | 1.70% | −2,982−10.0% | Reduced |
| Fortis Capital Advisors, LLC | 26,857 | $9.15M | 5.36% | +2,429+9.9% | Added |
| JNBA Financial Advisors | 26,833 | $9.14M | 1.10% | −457−1.7% | Reduced |
| Wimmer Associates 1, LLC | 26,830 | $9.14M | 5.50% | −370−1.4% | Reduced |
| General Partner, Inc. | 26,787 | $9.12M | 7.60% | −2,975−10.0% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 26,760 | $9.11M | 2.96% | −1,786−6.3% | Reduced |
| Naviter Wealth, LLC | 26,748 | $9.11M | 2.32% | +2,746+11.4% | Added |
| Clear Creek Financial Management, LLC | 26,711 | $9.10M | 1.58% | −769−2.8% | Reduced |
| HWG Holdings LP | 26,671 | $9.08M | 4.31% | +1,390+5.5% | Added |
| Barton Investment Management | 26,635 | $9.07M | 1.36% | 00.0% | Unchanged |
| Mendel Money Management | 26,619 | $9.06M | 4.66% | −1,123−4.0% | Reduced |
| Principal Street Partners, LLC | 26,610 | $9.06M | 2.15% | +781+3.0% | Added |
| Finer Wealth Management, Inc. | 26,582 | $9.05M | 7.07% | −344−1.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 26,569 | $9.05M | 6.23% | −815−3.0% | Reduced |
| Magnus Financial Group LLC | 26,540 | $9.04M | 1.29% | +878+3.4% | Added |
| Liberty Capital Management, Inc. | 26,520 | $9.03M | 2.71% | +289+1.1% | Added |