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 |
|---|---|---|---|---|---|
| RBA Wealth Management, LLC | 19,846 | $6.76M | 3.15% | −160−0.8% | Reduced |
| Hall Private Wealth Advisors | 19,846 | $6.76M | 3.65% | +14,887+300.2% | Added |
| Advisor Resource Council | 19,834 | $6.75M | 3.94% | −12,643−38.9% | Reduced |
| SignalPoint Asset Management, LLC | 19,777 | $6.73M | 2.06% | −109−0.5% | Reduced |
| MTM Investment Management, LLC | 19,773 | $6.73M | 3.29% | −1,491−7.0% | Reduced |
| Pettee Investors, Inc. | 19,741 | $6.72M | 3.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 19,736 | $6.72M | 2.10% | 00.0% | Unchanged |
| Spirit of America Management Corp | 19,689 | $6.70M | 1.51% | −150−0.8% | Reduced |
| Alaethes Wealth LLC | 19,675 | $6.70M | 3.68% | −1,088−5.2% | Reduced |
| Gilman Hill Asset Management, LLC | 19,639 | $6.69M | 1.25% | +402+2.1% | Added |
| EagleClaw Capital Managment, LLC | 19,637 | $6.69M | 1.54% | −1,885−8.8% | Reduced |
| FSM Wealth Advisors, LLC | 20,100 | $6.68M | 3.35% | −315−1.5% | Reduced |
| MBL Wealth, LLC | 19,596 | $6.67M | 0.94% | +720+3.8% | Added |
| Diversified Investment Strategies, LLC | 19,580 | $6.67M | 4.93% | −205−1.0% | Reduced |
| DeDora Capital, Inc. | 19,563 | $6.66M | 2.58% | +192+1.0% | Added |
| Redwood Investments, LLC | 19,561 | $6.66M | 0.81% | −858−4.2% | Reduced |
| LCM Capital Management Inc | 19,549 | $6.66M | 5.40% | +311+1.6% | Added |
| New Republic Capital, LLC | 19,530 | $6.65M | 4.62% | +362+1.9% | Added |
| Stevens Capital Management LP | 19,515 | $6.65M | 1.37% | −11,597−37.3% | Reduced |
| Vise Technologies, Inc. | 19,507 | $6.64M | 1.61% | −1,053−5.1% | Reduced |
| New Potomac Partners, LLC | 19,504 | $6.64M | 4.38% | −1,809−8.5% | Reduced |
| Wharton Business Group, LLC | 19,501 | $6.64M | 0.44% | −4,062−17.2% | Reduced |
| Fairhaven Wealth Management, LLC | 19,494 | $6.64M | 2.54% | +19,494 | New |
| GFG Capital, LLC | 19,113 | $6.63M | 1.24% | −337−1.7% | Reduced |
| Deuterium Capital Management, LLC | 19,478 | $6.63M | 9.30% | +13,178+209.2% | Added |
| Boxwood Ventures, Inc. | 19,474 | $6.63M | 12.59% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 19,445 | $6.62M | 5.88% | −204−1.0% | Reduced |
| Parisi Gray Wealth Management | 22,951 | $6.62M | 3.02% | +6,129+36.4% | Added |
| Royal Capital Wealth Management, LLC | 19,409 | $6.61M | 6.23% | +16+0.1% | Added |
| Aft, Forsyth & Company, Inc. | 19,386 | $6.60M | 4.69% | −625−3.1% | Reduced |
| Cim Investment Mangement Inc | 19,361 | $6.59M | 2.24% | −2,148−10.0% | Reduced |
| First Community Trust NA | 19,323 | $6.58M | 7.36% | +30+0.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 19,233 | $6.55M | 4.84% | −596−3.0% | Reduced |
| Capital Advisors Wealth Management, LLC | 19,227 | $6.55M | 1.68% | +397+2.1% | Added |
| Gyroscope Capital Management Group, LLC | 19,218 | $6.54M | 1.51% | −489−2.5% | Reduced |
| Summit Place Financial Advisors, LLC | 19,212 | $6.54M | 4.24% | −484−2.5% | Reduced |
| Greenline Partners, LLC | 19,205 | $6.54M | 1.22% | −134−0.7% | Reduced |
| KG&L Capital Management,LLC | 19,198 | $6.54M | 3.13% | −922−4.6% | Reduced |
| Sitrin Capital Management LLC | 19,196 | $6.54M | 3.67% | +141+0.7% | Added |
| Bangor Savings Bank | 19,168 | $6.53M | 0.74% | −124−0.6% | Reduced |
| Handelsinvest Investeringsforvaltning | 19,166 | $6.53M | 1.29% | +5,526+40.5% | Added |
| Prossimo Advisors, LLC | 19,167 | $6.53M | 6.29% | +19,167 | New |
| SkyView Investment Advisors, LLC | 19,179 | $6.52M | 1.63% | −53−0.3% | Reduced |
| McBroom & Associates, LLC | 19,146 | $6.52M | 5.14% | +172+0.9% | Added |
| Schneider Downs Wealth Management Advisors, LP | 19,086 | $6.50M | 1.48% | −110−0.6% | Reduced |
| Waddell & Associates, LLC | 19,083 | $6.50M | 0.95% | +798+4.4% | Added |
| Virginia Wealth Management Group, Inc. | 19,061 | $6.49M | 4.45% | −932−4.7% | Reduced |
| Cape Ann Savings Bank | 19,029 | $6.48M | 4.31% | +168+0.9% | Added |
| Lincluden Management Ltd | 19,014 | $6.47M | 0.75% | −135−0.7% | Reduced |
| B&D White Capital Company, LLC | 18,979 | $6.46M | 2.23% | −17−0.1% | Reduced |
| Aspen Grove Capital, LLC | 18,946 | $6.45M | 2.09% | +6,351+50.4% | Added |
| Leelyn Smith, LLC | 18,946 | $6.45M | 1.56% | +44+0.2% | Added |
| First Commonwealth Financial Corp | 18,927 | $6.45M | 2.10% | −1,640−8.0% | Reduced |
| Southeast Asset Advisors Inc. | 18,913 | $6.44M | 0.92% | +373+2.0% | Added |
| InTrack Investment Management Inc | 18,905 | $6.44M | 5.26% | +1,546+8.9% | Added |
| Newbridge Financial Services Group, Inc. | 18,903 | $6.44M | 3.15% | +420+2.3% | Added |
| Bouvel Investment Partners, LLC | 18,900 | $6.44M | 3.52% | +496+2.7% | Added |
| Beaumont Asset Management, L.L.C. | 18,890 | $6.43M | 4.88% | −1,958−9.4% | Reduced |
| Darwin Advisors, LLC | 19,337 | $6.43M | 1.65% | +1,599+9.0% | Added |
| Montgomery Investment Management Inc | 18,805 | $6.40M | 2.15% | 00.0% | Unchanged |
| Corundum Group, Inc. | 18,800 | $6.40M | 3.19% | +5,101+37.2% | Added |
| FLC Capital Advisors | 18,777 | $6.39M | 1.87% | −209−1.1% | Reduced |
| Bull Street Advisors, LLC | 18,776 | $6.39M | 3.28% | −395−2.1% | Reduced |
| Vectors Research Management, LLC | 18,776 | $6.39M | 1.82% | −269−1.4% | Reduced |
| Mirador Capital Partners LP | 18,761 | $6.39M | 1.51% | −5,441−22.5% | Reduced |
| Martin Capital Partners, LLC | 18,752 | $6.39M | 2.59% | −4,617−19.8% | Reduced |
| Oxford Financial Group Ltd | 18,737 | $6.38M | 0.61% | +5,446+41.0% | Added |
| Amica Retiree Medical Trust | 18,736 | $6.38M | 7.12% | −1,196−6.0% | Reduced |
| US Asset Management LLC | 18,735 | $6.38M | 6.74% | −512−2.7% | Reduced |
| AFS Financial Group, LLC | 18,734 | $6.38M | 4.14% | +495+2.7% | Added |
| Thrive Wealth Management, LLC | 18,728 | $6.38M | 1.65% | −2,572−12.1% | Reduced |
| WD Rutherford LLC | 18,711 | $6.37M | 4.07% | −830−4.2% | Reduced |
| Paradigm Asset Management Co LLC | 18,700 | $6.37M | 1.71% | −10,800−36.6% | Reduced |
| Discovery Capital Management, LLC | 18,700 | $6.37M | 0.74% | +18,700 | New |
| TCWP LLC | 18,687 | $6.36M | 1.36% | −3,120−14.3% | Reduced |
| Bluesphere Advisors, LLC | 18,682 | $6.36M | 4.44% | −136−0.7% | Reduced |
| Mathes Company, Inc. | 18,662 | $6.36M | 2.78% | +18,662 | New |
| Northwest Bank & Trust Co | 18,649 | $6.35M | 6.11% | +18,649 | New |
| Private Portfolio Partners LLC | 18,637 | $6.35M | 1.63% | −213−1.1% | Reduced |
| High Note Wealth, LLC | 18,580 | $6.33M | 2.58% | +4,462+31.6% | Added |
| B & T Capital Management DBA Alpha Capital Management | 26,348 | $6.32M | 1.58% | 00.0% | Unchanged |
| State of Wyoming | 18,511 | $6.30M | 1.84% | +9,151+97.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 18,495 | $6.30M | 4.08% | +89+0.5% | Added |
| Bank of Stockton | 18,477 | $6.29M | 2.16% | +98+0.5% | Added |
| Bienville Capital Management, LLC | 18,474 | $6.29M | 2.42% | 00.0% | Unchanged |
| BW Gestao de Investimentos Ltda. | 18,470 | $6.29M | 0.96% | +899+5.1% | Added |
| Geneva Partners, LLC | 18,467 | $6.29M | 4.10% | +4,158+29.1% | Added |
| Mechanics Financial Corp | 18,450 | $6.28M | 3.41% | −30.0% | Reduced |
| Capital Insight Partners, LLC | 18,440 | $6.28M | 1.40% | −112−0.6% | Reduced |
| Beacon Financial Group | 18,728 | $6.28M | 0.85% | −106−0.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 18,422 | $6.27M | 1.69% | −214−1.1% | Reduced |
| Matisse Capital | 18,422 | $6.27M | 3.89% | +10.0% | Added |
| Gateway Advisory, LLC | 18,412 | $6.27M | 1.33% | −408−2.2% | Reduced |
| Abacus Planning Group, Inc. | 18,403 | $6.27M | 1.52% | +361+2.0% | Added |
| West Michigan Advisors, LLC | 18,392 | $6.26M | 2.50% | +615+3.5% | Added |
| MSH Capital Advisors LLC | 18,379 | $6.26M | 2.29% | −457−2.4% | Reduced |
| Beaton Management Co. Inc. | 18,371 | $6.26M | 3.96% | −120−0.6% | Reduced |
| Atomi Financial Group, Inc. | 18,370 | $6.26M | 2.85% | +2,166+13.4% | Added |
| Aspen Investment Management Inc | 18,332 | $6.24M | 3.71% | +1,443+8.5% | Added |
| Oak Grove Capital LLC | 18,328 | $6.24M | 2.29% | +884+5.1% | Added |