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 |
|---|---|---|---|---|---|
| Garrett Investment Advisors LLC | 22,005 | $7.49M | 1.08% | −1,721−7.3% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 22,000 | $7.49M | 4.82% | +8,000+57.1% | Added |
| Wealth Advisors of Tampa Bay, LLC | 22,000 | $7.49M | 4.11% | −842−3.7% | Reduced |
| Mount Vernon Associates Inc | 21,992 | $7.49M | 7.96% | −150−0.7% | Reduced |
| Van Leeuwen & Company, LLC | 22,153 | $7.49M | 4.70% | −1,308−5.6% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 21,955 | $7.48M | 0.55% | −3,372−13.3% | Reduced |
| Scarborough Advisors, LLC | 21,937 | $7.47M | 1.79% | +269+1.2% | Added |
| Sittner & Nelson, LLC | 21,872 | $7.45M | 4.09% | −238−1.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 21,871 | $7.45M | 4.92% | −1,894−8.0% | Reduced |
| Crescent Grove Advisors, LLC | 21,788 | $7.42M | 0.80% | −264−1.2% | Reduced |
| Forefront Wealth Management Inc. | 21,782 | $7.42M | 9.80% | −110−0.5% | Reduced |
| Agur Provident & Training Funds Management Ltd | 21,722 | $7.41M | 2.51% | 00.0% | Unchanged |
| KWMG, LLC | 21,730 | $7.40M | 0.92% | +82+0.4% | Added |
| Bordeaux Wealth Advisors LLC | 21,718 | $7.40M | 3.03% | +4,391+25.3% | Added |
| Blue Edge Capital, LLC | 21,690 | $7.39M | 1.49% | +306+1.4% | Added |
| Regatta Capital Group, LLC | 21,631 | $7.37M | 2.34% | −427−1.9% | Reduced |
| Beta Wealth Group, Inc. | 21,600 | $7.36M | 4.25% | −1,730−7.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 21,582 | $7.35M | 5.17% | −1,333−5.8% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 21,817 | $7.33M | 1.51% | −9,802−31.0% | Reduced |
| CWS Financial Advisors, LLC | 21,518 | $7.33M | 2.78% | −243−1.1% | Reduced |
| Institutional & Family Asset Management, LLC | 21,507 | $7.32M | 1.19% | −2,730−11.3% | Reduced |
| Cottage Street Advisors LLC | 21,505 | $7.32M | 5.33% | +254+1.2% | Added |
| Boyer & Corporon Wealth Management, LLC | 21,484 | $7.32M | 2.41% | −6,236−22.5% | Reduced |
| Marino, Stram & Associates LLC | 21,475 | $7.31M | 2.07% | −11−0.1% | Reduced |
| Montchanin Asset Management, LLC | 21,473 | $7.31M | 8.34% | +800+3.9% | Added |
| AlphaCore Capital LLC | 21,443 | $7.30M | 1.17% | +5,035+30.7% | Added |
| Sterling Investment Advisors, Ltd. | 21,432 | $7.30M | 2.41% | −418−1.9% | Reduced |
| Seven Eight Capital, LP | 21,381 | $7.28M | 1.20% | +2,222+11.6% | Added |
| Wrapmanager Inc | 21,358 | $7.27M | 2.23% | −2,257−9.6% | Reduced |
| RDA Financial Network | 21,341 | $7.27M | 3.06% | +574+2.8% | Added |
| Sculati Wealth Management, LLC | 21,292 | $7.25M | 3.65% | −192−0.9% | Reduced |
| CVA Family Office, LLC | 21,277 | $7.25M | 1.52% | +1,448+7.3% | Added |
| L.M. Kohn & Company | 21,154 | $7.20M | 2.72% | +1,416+7.2% | Added |
| Fusion Capital, LLC | 21,125 | $7.19M | 4.02% | +2,130+11.2% | Added |
| Lindenwold Advisors | 21,098 | $7.18M | 4.40% | −3,231−13.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 21,017 | $7.16M | 3.08% | −859−3.9% | Reduced |
| Woodward Diversified Capital, LLC | 21,005 | $7.15M | 5.40% | −313−1.5% | Reduced |
| Prospector Partners LLC | 20,992 | $7.15M | 1.00% | +200+1.0% | Added |
| Foster Group, Inc. | 20,984 | $7.15M | 0.43% | +991+5.0% | Added |
| Childress Capital Advisors, LLC | 20,983 | $7.15M | 3.03% | −712−3.3% | Reduced |
| EPG Wealth Management LLC | 20,972 | $7.14M | 2.11% | +492+2.4% | Added |
| Providence Wealth Advisors, LLC | 21,077 | $7.13M | 7.89% | −530−2.5% | Reduced |
| Regency Capital Management Inc. | 20,900 | $7.12M | 6.19% | +536+2.6% | Added |
| Fairfield Financial Advisors, LTD | 20,893 | $7.11M | 2.85% | −344−1.6% | Reduced |
| Keystone Wealth Services, LLC | 20,882 | $7.11M | 2.66% | +146+0.7% | Added |
| TrimTabs Asset Management, LLC | 20,824 | $7.09M | 3.58% | +924+4.6% | Added |
| Pacifica Partners Inc. | 20,924 | $7.08M | 4.00% | −1,268−5.7% | Reduced |
| Strategic Vision Investment Ltd | 20,763 | $7.07M | 3.59% | −84,500−80.3% | Reduced |
| Cinctive Capital Management LP | 20,759 | $7.07M | 0.28% | +16,016+337.7% | Added |
| Wealth Management Associates, Inc. | 20,735 | $7.06M | 4.00% | −516−2.4% | Reduced |
| WBI Investments | 20,722 | $7.06M | 1.28% | +20,722 | New |
| Cable Hill Partners, LLC | 20,710 | $7.05M | 0.92% | −290−1.4% | Reduced |
| Keudell/Morrison Wealth Management | 20,701 | $7.05M | 2.03% | −538−2.5% | Reduced |
| First National Advisers, LLC | 20,645 | $7.03M | 6.48% | +3,215+18.4% | Added |
| CCG Wealth Management, LLC | 20,630 | $7.03M | 4.41% | +27+0.1% | Added |
| Wealth Effects LLC | 20,624 | $7.02M | 3.09% | −1,027−4.7% | Reduced |
| Security National Bank of So Dak | 20,607 | $7.02M | 5.01% | +20,607 | New |
| Financial Advisors, LLC | 20,597 | $7.01M | 1.67% | +164+0.8% | Added |
| Platinum Investment Management Ltd | 20,564 | $7.00M | 0.24% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 20,550 | $7.00M | 2.88% | −151−0.7% | Reduced |
| Legato Capital Management LLC | 20,538 | $6.99M | 0.95% | −4,890−19.2% | Reduced |
| Prudent Investors Network | 20,528 | $6.99M | 3.30% | −786−3.7% | Reduced |
| Sandler Capital Management | 20,450 | $6.96M | 0.85% | −23,929−53.9% | Reduced |
| GraniteShares Advisors LLC | 20,430 | $6.96M | 6.27% | −1,425−6.5% | Reduced |
| Northcape Wealth Management, LLC | 20,400 | $6.95M | 2.51% | −316−1.5% | Reduced |
| RFP Financial Group LLC | 20,413 | $6.94M | 2.84% | +17,167+528.9% | Added |
| Unison Asset Management LLC | 20,386 | $6.94M | 4.63% | +25+0.1% | Added |
| Peloton Wealth Strategists | 20,383 | $6.94M | 3.07% | −1,275−5.9% | Reduced |
| Steamboat Capital Partners, LLC | 20,327 | $6.92M | 2.39% | −533−2.6% | Reduced |
| Snider Financial Group | 20,310 | $6.92M | 3.31% | −698−3.3% | Reduced |
| Octavia Wealth Advisors, LLC | 20,265 | $6.90M | 1.40% | −431−2.1% | Reduced |
| Slow Capital, Inc. | 20,238 | $6.89M | 1.20% | −2,000−9.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 20,235 | $6.89M | 3.08% | +971+5.0% | Added |
| Kercheville Advisors, LLC | 20,233 | $6.89M | 4.17% | −473−2.3% | Reduced |
| Scott Capital Advisors, LLC | 20,221 | $6.89M | 2.96% | −1,623−7.4% | Reduced |
| MBB Public Markets I LLC | 20,204 | $6.88M | 0.39% | +14,999+288.2% | Added |
| Patton Albertson Miller Group, LLC | 20,189 | $6.88M | 1.33% | −1,794−8.2% | Reduced |
| First Command Bank | 20,182 | $6.87M | 0.65% | +635+3.2% | Added |
| First Command Financial Services, Inc. | 20,182 | $6.87M | 0.65% | +635+3.2% | Added |
| Herbst Group, LLC | 20,174 | $6.87M | 4.75% | −569−2.7% | Reduced |
| Chiron Investment Management, LLC | 20,172 | $6.87M | 1.93% | +6,639+49.1% | Added |
| Cumberland Advisors Inc | 20,130 | $6.86M | 3.13% | −2,010−9.1% | Reduced |
| Prosperity Wealth Management, Inc. | 20,103 | $6.85M | 4.48% | −65−0.3% | Reduced |
| Alta Advisers Ltd | 20,100 | $6.84M | 3.85% | 00.0% | Unchanged |
| Clarus Group, Inc. | 20,055 | $6.83M | 4.98% | +1,972+10.9% | Added |
| Michael B. Yongue | 20,034 | $6.82M | 6.35% | −3,460−14.7% | Reduced |
| Austin Private Wealth, LLC | 20,025 | $6.82M | 0.99% | +2,426+13.8% | Added |
| Intellectus Partners, LLC | 20,015 | $6.82M | 2.05% | −891−4.3% | Reduced |
| First United Bank Trust | 20,016 | $6.82M | 3.03% | −325−1.6% | Reduced |
| Cedar Brook Financial Partners, LLC | 20,009 | $6.81M | 1.62% | +589+3.0% | Added |
| Barbara Oil Co. | 20,000 | $6.81M | 3.12% | 00.0% | Unchanged |
| Telemark Asset Management, LLC | 20,000 | $6.81M | 0.92% | +20,000 | New |
| Intrepid Family Office LLC | 20,000 | $6.81M | 12.96% | +20,000 | New |
| Alcosta Capital Management, Inc. | 19,961 | $6.80M | 5.51% | −34−0.2% | Reduced |
| Carl P. Sherr & Co., LLC | 19,952 | $6.79M | 4.46% | +117+0.6% | Added |
| Larson Financial Group LLC | 19,939 | $6.79M | 0.68% | +615+3.2% | Added |
| Bender Robert & Associates | 19,935 | $6.79M | 1.87% | +642+3.3% | Added |
| KCS Wealth Advisory | 19,929 | $6.79M | 2.35% | +144+0.7% | Added |
| Mraz, Amerine & Associates, Inc. | 19,883 | $6.77M | 1.59% | −782−3.8% | Reduced |
| Trivant Custom Portfolio Group, LLC | 19,877 | $6.77M | 4.77% | +229+1.2% | Added |