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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Vista Capital Partners, Inc. | 26,505 | $9.03M | 1.25% | −110.0% | Reduced |
| Crestline Management, LP | 26,500 | $9.02M | 0.98% | +1,500+6.0% | Added |
| Lester Murray Antman dba SimplyRich | 26,441 | $9.00M | 3.21% | −95−0.4% | Reduced |
| FinTrust Capital Advisors, LLC | 37,527 | $9.00M | 2.16% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 26,413 | $8.99M | 3.21% | +3,168+13.6% | Added |
| Executive Wealth Group LLC | 26,375 | $8.98M | 6.07% | +10.0% | Added |
| Brown Capital Management LLC | 26,367 | $8.98M | 0.13% | −382−1.4% | Reduced |
| Kingfisher Capital LLC | 26,360 | $8.98M | 2.34% | −276−1.0% | Reduced |
| LMG Wealth Partners, LLC | 26,302 | $8.96M | 2.74% | −260−1.0% | Reduced |
| Sheets Smith Wealth Management | 26,301 | $8.96M | 1.31% | +3,811+16.9% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 26,281 | $8.95M | 0.25% | −2,273−8.0% | Reduced |
| Founders Financial Securities LLC | 26,279 | $8.95M | 1.18% | −1,570−5.6% | Reduced |
| Hurlow Wealth Management Group, Inc. | 26,269 | $8.95M | 3.82% | +100.0% | Added |
| Camden Capital, LLC | 26,258 | $8.94M | 1.02% | +5,554+26.8% | Added |
| Wisconsin Capital Management LLC | 26,173 | $8.91M | 5.77% | −4,200−13.8% | Reduced |
| First City Capital Management, Inc. | 26,159 | $8.91M | 5.26% | −379−1.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 26,528 | $8.90M | 4.50% | −12,730−32.4% | Reduced |
| Private Ocean, LLC | 26,122 | $8.90M | 1.13% | +1,818+7.5% | Added |
| Marathon Capital Management | 26,117 | $8.89M | 2.20% | +225+0.9% | Added |
| Chelsea Counsel Co | 26,115 | $8.89M | 4.38% | +300+1.2% | Added |
| Lesa Sroufe & Co | 26,101 | $8.89M | 9.49% | +10.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 26,087 | $8.88M | 1.68% | +794+3.1% | Added |
| Maytus Capital Management, LLC | 26,000 | $8.85M | 4.36% | +6,000+30.0% | Added |
| MV Capital Management, Inc. | 25,960 | $8.84M | 1.17% | +2,704+11.6% | Added |
| Blume Capital Management, Inc. | 25,833 | $8.80M | 2.59% | −1,121−4.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 25,819 | $8.79M | 5.95% | −1,920−6.9% | Reduced |
| Optas, LLC | 25,782 | $8.78M | 2.94% | +599+2.4% | Added |
| Gunderson Capital Management Inc. | 25,729 | $8.76M | 5.79% | +713+2.9% | Added |
| Westside Investment Management, Inc. | 25,717 | $8.75M | 2.47% | −1,168−4.3% | Reduced |
| Biltmore Family Office, LLC | 25,654 | $8.74M | 1.85% | −6,422−20.0% | Reduced |
| MEMBERS Trust Co | 25,615 | $8.72M | 0.25% | −1,477−5.5% | Reduced |
| SPC Financial, Inc. | 25,606 | $8.72M | 0.94% | −526−2.0% | Reduced |
| Oak Hill Wealth Advisors, LLC | 25,571 | $8.70M | 3.21% | −462−1.8% | Reduced |
| Harbor Advisors LLC | 25,500 | $8.68M | 1.85% | +500+2.0% | Added |
| Baker Boyer National Bank | 25,487 | $8.68M | 3.21% | −2,137−7.7% | Reduced |
| Westwood Wealth Management | 25,486 | $8.68M | 6.47% | +100+0.4% | Added |
| Herald Investment Management Ltd | 25,442 | $8.66M | 1.68% | −2,200−8.0% | Reduced |
| Ami Investment Management Inc | 25,418 | $8.66M | 3.84% | −505−1.9% | Reduced |
| Settian Capital LP | 25,350 | $8.63M | 7.20% | +4,000+18.7% | Added |
| Windle Wealth, LLC | 25,331 | $8.63M | 6.23% | −540−2.1% | Reduced |
| Silphium Asset Management Ltd | 25,300 | $8.62M | 4.28% | +10,300+68.7% | Added |
| Eagle Capital Management, LLC | 25,298 | $8.62M | 4.82% | −119−0.5% | Reduced |
| Smith, Moore & Co. | 25,282 | $8.61M | 1.10% | +3,565+16.4% | Added |
| Kensington Investment Counsel, LLC | 25,257 | $8.60M | 5.45% | +3,219+14.6% | Added |
| CoreCap Advisors, LLC | 25,127 | $8.56M | 0.61% | +25,127 | New |
| Essex Savings Bank | 25,121 | $8.55M | 2.86% | −223−0.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 25,120 | $8.55M | 0.70% | −9,184−26.8% | Reduced |
| RPg Family Wealth Advisory, LLC | 25,093 | $8.55M | 3.42% | −754−2.9% | Reduced |
| Everhart Financial Group, Inc. | 25,081 | $8.54M | 3.59% | +1,216+5.1% | Added |
| Commonwealth Retirement Investments LLC | 25,068 | $8.54M | 4.76% | +564+2.3% | Added |
| North Growth Management Ltd. | 25,000 | $8.54M | 1.75% | −4,000−13.8% | Reduced |
| Advisors Management Group Inc | 25,064 | $8.54M | 2.55% | −603−2.3% | Reduced |
| Wambolt & Associates, LLC | 25,041 | $8.53M | 3.03% | +250+1.0% | Added |
| Orleans Capital Management Corp | 24,997 | $8.51M | 6.04% | −175−0.7% | Reduced |
| Rovida Advisors Inc. | 25,000 | $8.51M | 3.71% | 00.0% | Unchanged |
| Coulter & Justus Financial Services, LLC | 24,930 | $8.49M | 5.76% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 24,911 | $8.48M | 1.29% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 24,866 | $8.47M | 2.30% | +108+0.4% | Added |
| Allstate Corp | 24,841 | $8.46M | 0.54% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 24,835 | $8.46M | 1.16% | −1,240−4.8% | Reduced |
| Ascension Asset Management LLC | 24,820 | $8.45M | 5.16% | +24,820 | New |
| Annandale Capital, LLC | 24,787 | $8.44M | 2.45% | +1,119+4.7% | Added |
| Washington Trust Advisors, Inc. | 24,779 | $8.44M | 0.82% | −659−2.6% | Reduced |
| Ayrshire Capital Management LLC | 24,623 | $8.44M | 5.34% | −28−0.1% | Reduced |
| Connecticut Wealth Management, LLC | 24,775 | $8.44M | 0.59% | +3,836+18.3% | Added |
| Kistler-Tiffany Companies, LLC | 24,760 | $8.43M | 1.37% | +3,198+14.8% | Added |
| Corsair Capital Management, L.P. | 24,748 | $8.43M | 2.87% | −95−0.4% | Reduced |
| Adirondack Trust Co | 25,061 | $8.42M | 3.93% | −178−0.7% | Reduced |
| McMillion Capital Management Inc | 24,713 | $8.42M | 7.49% | −276−1.1% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 24,710 | $8.41M | 8.33% | −1,098−4.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 24,641 | $8.39M | 2.74% | +312+1.3% | Added |
| Virtue Capital Management, LLC | 24,803 | $8.39M | 1.43% | +1,024+4.3% | Added |
| BBR Partners, LLC | 24,608 | $8.38M | 0.93% | −1,275−4.9% | Reduced |
| Concord Wealth Partners | 24,605 | $8.38M | 1.80% | +4,976+25.4% | Added |
| Trinity Legacy Partners, LLC | 24,605 | $8.38M | 2.93% | −127−0.5% | Reduced |
| BTG Pactual Global Asset Management Ltd | 24,603 | $8.38M | 4.41% | +21,004+583.6% | Added |
| Pekin Hardy Strauss, Inc. | 24,578 | $8.37M | 1.31% | −1,884−7.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 24,533 | $8.35M | 5.39% | +12,641+106.3% | Added |
| Mirabella Financial Services LLP | 24,520 | $8.35M | 0.97% | +16,074+190.3% | Added |
| Intact Investment Management Inc. | 24,500 | $8.34M | 0.34% | −10,250−29.5% | Reduced |
| Aldebaran Capital, LLC | 24,486 | $8.34M | 8.56% | −250−1.0% | Reduced |
| Davis-Rea Ltd. | 24,457 | $8.33M | 4.67% | +2,162+9.7% | Added |
| David J Yvars Group | 24,415 | $8.31M | 6.87% | −664−2.6% | Reduced |
| TCG Advisory Services, LLC | 24,404 | $8.31M | 1.41% | +2,326+10.5% | Added |
| TBH Global Asset Management, LLC | 24,394 | $8.31M | 1.63% | +67+0.3% | Added |
| Curbstone Financial Management Corp | 24,384 | $8.30M | 1.98% | −790−3.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 24,368 | $8.30M | 2.28% | −295−1.2% | Reduced |
| Metavasi Capital LP | 24,350 | $8.29M | 5.85% | +10,500+75.8% | Added |
| WealthShield Partners, LLC | 24,331 | $8.29M | 1.25% | −796−3.2% | Reduced |
| Trust Investment Advisors | 24,329 | $8.28M | 6.69% | −206−0.8% | Reduced |
| Tempus Wealth Planning, LLC | 24,322 | $8.28M | 3.74% | −1,038−4.1% | Reduced |
| Oak Harvest Investment Services | 24,307 | $8.28M | 1.86% | −7,177−22.8% | Reduced |
| Trust Co of Kansas | 24,304 | $8.28M | 4.95% | −1,475−5.7% | Reduced |
| McDonough Capital Management, Inc | 24,299 | $8.27M | 7.61% | +325+1.4% | Added |
| Ar Asset Management Inc | 24,279 | $8.27M | 2.22% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 24,260 | $8.26M | 2.82% | −82−0.3% | Reduced |
| Pinnacle West Asset Management, Inc. | 24,215 | $8.25M | 8.01% | −130−0.5% | Reduced |
| Valley Brook Capital Group | 24,193 | $8.24M | 7.61% | −864−3.4% | Reduced |
| Summit Financial Strategies, Inc. | 24,184 | $8.24M | 1.54% | +675+2.9% | Added |
| Genoa Capital Gestora de Recursos Ltda. | 24,168 | $8.23M | 21.73% | −10,879−31.0% | Reduced |