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 |
|---|---|---|---|---|---|
| Dorchester Wealth Management Co | 24,155 | $8.23M | 1.67% | −640−2.6% | Reduced |
| HBW Advisory Services LLC | 24,050 | $8.19M | 1.78% | −80−0.3% | Reduced |
| Palmer Knight Co | 24,011 | $8.18M | 4.91% | +605+2.6% | Added |
| Townsend Asset Management Corp | 23,997 | $8.17M | 3.91% | +49+0.2% | Added |
| Key Client Fiduciary Advisors, LLC | 23,966 | $8.16M | 4.77% | −20.0% | Reduced |
| Cito Capital Group, LLC | 23,955 | $8.16M | 3.74% | +2,000+9.1% | Added |
| Bridgewater Advisors Inc. | 23,840 | $8.12M | 1.63% | +53+0.2% | Added |
| Trail Ridge Investment Advisors, LLC | 23,810 | $8.11M | 5.00% | −366−1.5% | Reduced |
| City of London Investment Management Co Ltd | 23,819 | $8.11M | 0.66% | −13,120−35.5% | Reduced |
| Strong Tower Advisory Services | 23,793 | $8.10M | 3.84% | +784+3.4% | Added |
| Elgethun Capital Management | 23,786 | $8.10M | 2.44% | −127−0.5% | Reduced |
| Poehling Capital Management, LLC | 23,749 | $8.09M | 2.73% | −417−1.7% | Reduced |
| Blueprint Investment Partners LLC | 23,710 | $8.07M | 2.90% | −4,872−17.0% | Reduced |
| SNS Financial Group, LLC | 23,703 | $8.07M | 1.05% | −1,637−6.5% | Reduced |
| Probity Advisors, Inc. | 23,654 | $8.06M | 1.76% | +23,654 | New |
| Studio Investment Management LLC | 23,601 | $8.04M | 2.25% | −606−2.5% | Reduced |
| Aurora Investment Managers, LLC. | 23,582 | $8.03M | 6.13% | −1,510−6.0% | Reduced |
| Platte River Wealth Advisors, LLC | 23,563 | $8.02M | 2.81% | +261+1.1% | Added |
| L2 Asset Management, LLC | 23,525 | $8.01M | 3.92% | +3,254+16.1% | Added |
| Riverview Capital Advisers, LLC | 23,520 | $8.01M | 3.52% | +247+1.1% | Added |
| Mission Creek Capital Partners, Inc. | 23,518 | $8.01M | 2.58% | −506−2.1% | Reduced |
| Ignite Planners, LLC | 23,736 | $8.00M | 3.08% | −498−2.1% | Reduced |
| Moseley Investment Management Inc | 23,499 | $8.00M | 4.67% | +167+0.7% | Added |
| Family Legacy, Inc. | 23,497 | $8.00M | 3.22% | −1,093−4.4% | Reduced |
| Somerset Group LLC | 23,489 | $8.00M | 6.69% | +483+2.1% | Added |
| Delaney Dennis R | 23,480 | $8.00M | 4.87% | +6,864+41.3% | Added |
| Voya Financial Advisors, Inc. | 23,858 | $7.99M | 0.93% | −1,631−6.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 23,444 | $7.98M | 0.94% | +702+3.1% | Added |
| CNB Bank | 23,442 | $7.98M | 4.70% | −2,980−11.3% | Reduced |
| Resurgent Financial Advisors LLC | 23,435 | $7.98M | 5.29% | −2,358−9.1% | Reduced |
| Northstar Advisory Group, LLC | 23,426 | $7.98M | 5.22% | +19,575+508.3% | Added |
| First County Bank | 23,295 | $7.93M | 3.85% | −160−0.7% | Reduced |
| AMJ Financial Wealth Management | 23,284 | $7.93M | 3.48% | +807+3.6% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 23,269 | $7.92M | 6.33% | −1,654−6.6% | Reduced |
| Beacon Investment Advisors LLC | 23,251 | $7.92M | 5.41% | +114+0.5% | Added |
| Ardsley Advisory Partners LP | 23,250 | $7.92M | 1.79% | +1,100+5.0% | Added |
| First PREMIER Bank | 23,248 | $7.92M | 2.26% | −3,191−12.1% | Reduced |
| Exeter Financial, LLC | 23,813 | $7.92M | 4.08% | −5,157−17.8% | Reduced |
| Integrated Investment Consultants, LLC | 23,226 | $7.91M | 2.50% | +436+1.9% | Added |
| Harbor Spring Capital, LLC | 23,200 | $7.90M | 4.52% | −46,000−66.5% | Reduced |
| Hudson Value Partners, LLC | 23,199 | $7.90M | 4.04% | +879+3.9% | Added |
| Farther Finance Advisors, LLC | 23,150 | $7.88M | 1.72% | +10,683+85.7% | Added |
| Goodman Advisory Group, LLC | 23,106 | $7.87M | 2.92% | −3,697−13.8% | Reduced |
| Leisure Capital Management | 23,059 | $7.85M | 4.33% | −891−3.7% | Reduced |
| Agate Pass Investment Management, LLC | 23,000 | $7.83M | 4.75% | +164+0.7% | Added |
| My Legacy Advisors, LLC | 22,853 | $7.83M | 3.08% | +3,093+15.7% | Added |
| Peak Planning Group, LLC | 22,978 | $7.83M | 5.81% | +1,931+9.2% | Added |
| Concentric Capital Strategies, LP | 22,969 | $7.82M | 1.68% | +22,969 | New |
| IMA Wealth, Inc. | 22,957 | $7.82M | 2.01% | −2,511−9.9% | Reduced |
| Main Street Financial Solutions, LLC | 22,902 | $7.80M | 1.05% | +655+2.9% | Added |
| RB Capital Management, LLC | 22,902 | $7.80M | 2.40% | +40+0.2% | Added |
| Compton Wealth Advisory Group, LLC | 22,871 | $7.79M | 2.60% | −1,134−4.7% | Reduced |
| Drive Wealth Management, LLC | 22,814 | $7.77M | 2.88% | +3,945+20.9% | Added |
| BSW Wealth Partners | 22,788 | $7.76M | 1.62% | −6,444−22.0% | Reduced |
| Algert Global LLC | 22,787 | $7.76M | 0.34% | +7,245+46.6% | Added |
| Emerald Advisers, LLC | 22,752 | $7.75M | 0.34% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 22,747 | $7.75M | 4.87% | +234+1.0% | Added |
| Lee Financial Co | 22,738 | $7.74M | 1.36% | −766−3.3% | Reduced |
| O'Brien Greene & Co. Inc | 22,736 | $7.74M | 2.69% | −281−1.2% | Reduced |
| AXS Investments LLC | 22,732 | $7.74M | 2.07% | −3,525−13.4% | Reduced |
| Saber Capital Managment, LLC | 22,721 | $7.74M | 12.67% | −316−1.4% | Reduced |
| AlphaStar Capital Management, LLC | 22,687 | $7.73M | 0.87% | −1,314−5.5% | Reduced |
| Encompass Wealth Advisors, LLC | 22,677 | $7.72M | 2.51% | −223−1.0% | Reduced |
| Hengehold Capital Management LLC | 22,673 | $7.72M | 1.02% | −292−1.3% | Reduced |
| All Terrain Financial Advisors, LLC | 22,651 | $7.71M | 3.47% | −1,055−4.5% | Reduced |
| Park Place Capital Corp | 22,631 | $7.71M | 2.17% | −150−0.7% | Reduced |
| Hudson Canyon Capital Management | 22,625 | $7.70M | 6.08% | −727−3.1% | Reduced |
| Winthrop Advisory Group LLC | 22,612 | $7.70M | 1.24% | +911+4.2% | Added |
| Fruth Investment Management | 22,612 | $7.70M | 2.19% | −20−0.1% | Reduced |
| Trellis Advisors, LLC | 22,600 | $7.70M | 3.43% | −29−0.1% | Reduced |
| Centerpoint Advisors, LLC | 22,566 | $7.68M | 3.12% | −170−0.7% | Reduced |
| Evolutionary Tree Capital Management, LLC | 22,533 | $7.67M | 9.24% | +162+0.7% | Added |
| Parkwood LLC | 22,516 | $7.67M | 1.40% | −13,094−36.8% | Reduced |
| Horizon Investment Services, LLC | 22,514 | $7.67M | 4.68% | −32−0.1% | Reduced |
| IMS Capital Management | 22,495 | $7.66M | 4.25% | +232+1.0% | Added |
| Barings LLC | 22,492 | $7.66M | 0.26% | +479+2.2% | Added |
| Hixon Zuercher, LLC | 22,461 | $7.65M | 3.85% | +183+0.8% | Added |
| San Luis Wealth Advisors LLC | 22,427 | $7.64M | 2.69% | −1,949−8.0% | Reduced |
| Atlas Brown,Inc. | 22,411 | $7.63M | 3.36% | −468−2.0% | Reduced |
| Prelude Capital Management, LLC | 22,400 | $7.63M | 0.64% | +802+3.7% | Added |
| Socorro Asset Management LP | 22,359 | $7.61M | 3.22% | −7,995−26.3% | Reduced |
| Heartland Bank & Trust Co | 22,357 | $7.61M | 5.95% | −1,481−6.2% | Reduced |
| Solstein Capital, LLC | 22,315 | $7.60M | 6.33% | +832+3.9% | Added |
| CORDA Investment Management, LLC. | 22,297 | $7.59M | 0.59% | +1,489+7.2% | Added |
| Kennedy Capital Management, Inc. | 22,261 | $7.58M | 0.18% | +22,261 | New |
| Forte Capital LLC | 22,243 | $7.57M | 1.09% | −698−3.0% | Reduced |
| Sturgeon Ventures LLP | 22,236 | $7.57M | 10.26% | 00.0% | Unchanged |
| Costello Asset Management, INC | 22,231 | $7.57M | 6.48% | −372−1.6% | Reduced |
| Congress Park Capital LLC | 22,208 | $7.56M | 4.24% | −130−0.6% | Reduced |
| One01 Capital, LP | 22,199 | $7.56M | 8.18% | −11,010−33.2% | Reduced |
| Crown Wealth Group, LLC | 22,189 | $7.56M | 5.96% | −61−0.3% | Reduced |
| Guinness Atkinson Asset Management Inc | 22,180 | $7.55M | 4.00% | −705−3.1% | Reduced |
| Apexium Financial, LP | 22,133 | $7.54M | 0.67% | +375+1.7% | Added |
| Revolve Wealth Partners, LLC | 22,109 | $7.53M | 1.76% | +921+4.3% | Added |
| Knollwood Investment Advisory, LLC | 22,092 | $7.52M | 2.54% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 22,082 | $7.52M | 4.89% | −308−1.4% | Reduced |
| Banco de Sabadell, S.A | 22,089 | $7.51M | 6.05% | −987−4.3% | Reduced |
| Castle Rock Wealth Management, LLC | 22,203 | $7.51M | 2.57% | +156+0.7% | Added |
| Investment Partners, Ltd. | 22,058 | $7.51M | 3.91% | −460−2.0% | Reduced |
| Globeflex Capital L P | 22,042 | $7.51M | 0.84% | +2,756+14.3% | Added |