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 |
|---|---|---|---|---|---|
| United Bank | 18,318 | $6.24M | 3.55% | −1,284−6.6% | Reduced |
| Connective Capital Management, LLC | 18,309 | $6.23M | 7.26% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 18,291 | $6.23M | 2.20% | +749+4.3% | Added |
| Security National Bank of Sioux City Iowa | 18,260 | $6.22M | 4.69% | +18,260 | New |
| NWK Group, Inc. | 18,237 | $6.21M | 3.64% | −374−2.0% | Reduced |
| Optimum Investment Advisors | 18,214 | $6.20M | 3.04% | +190+1.1% | Added |
| Viawealth, LLC | 18,202 | $6.20M | 4.62% | −98−0.5% | Reduced |
| Synergy Financial Group, LTD | 18,113 | $6.17M | 8.32% | −83−0.5% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 18,100 | $6.16M | 4.55% | −600−3.2% | Reduced |
| Peninsula Asset Management Inc | 18,087 | $6.16M | 3.63% | −58−0.3% | Reduced |
| Schrum Private Wealth Management LLC | 18,086 | $6.16M | 6.66% | −40.0% | Reduced |
| Pacitti Group Inc. | 18,084 | $6.16M | 4.34% | −828−4.4% | Reduced |
| Secure Asset Management, LLC | 18,072 | $6.15M | 1.87% | +71+0.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 18,034 | $6.14M | 2.85% | −1,777−9.0% | Reduced |
| Intrua Financial, LLC | 18,021 | $6.14M | 1.10% | +2,876+19.0% | Added |
| Buck Wealth Strategies, LLC | 17,974 | $6.12M | 2.65% | −2,178−10.8% | Reduced |
| RiverPark Advisors, LLC | 17,972 | $6.12M | 5.61% | −1,808−9.1% | Reduced |
| Prospect Capital Advisors, LLC | 17,970 | $6.12M | 2.32% | −14,925−45.4% | Reduced |
| Bennett Selby Investments LP | 17,964 | $6.12M | 3.52% | +395+2.2% | Added |
| Apeiron Capital Ltd | 17,900 | $6.10M | 3.68% | +17,900 | New |
| Eley Financial Management, Inc | 17,854 | $6.08M | 2.96% | −184−1.0% | Reduced |
| CV Advisors LLC | 17,848 | $6.08M | 4.79% | +298+1.7% | Added |
| Union Savings Bank | 18,073 | $6.07M | 3.62% | +18,073 | New |
| StrategIQ Financial Group, LLC | 17,825 | $6.07M | 0.69% | +317+1.8% | Added |
| Stolper Co | 17,776 | $6.05M | 2.55% | −6,470−26.7% | Reduced |
| Accredited Investors Inc. | 17,758 | $6.05M | 0.43% | −2,064−10.4% | Reduced |
| Convergence Investment Partners, LLC | 17,741 | $6.04M | 3.47% | −499−2.7% | Reduced |
| Garrison Point Advisors, LLC | 17,703 | $6.03M | 4.34% | −695−3.8% | Reduced |
| Lynch Asset Management, Inc. | 17,700 | $6.03M | 3.88% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 17,695 | $6.03M | 2.24% | −1,933−9.8% | Reduced |
| David R. Rahn & Associates Inc. | 17,660 | $6.01M | 2.82% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 17,612 | $6.00M | 2.66% | −160−0.9% | Reduced |
| Watchman Group, Inc. | 17,602 | $5.99M | 2.97% | −639−3.5% | Reduced |
| American Trust Investment Advisors, LLC | 17,602 | $5.99M | 3.36% | −41−0.2% | Reduced |
| Flight Deck Capital, LP | 17,600 | $5.99M | 5.32% | +17,600 | New |
| Phoenix Wealth Advisors | 17,595 | $5.99M | 3.49% | −332−1.9% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 17,574 | $5.98M | 1.76% | −3,200−15.4% | Reduced |
| Amarillo National Bank | 17,563 | $5.98M | 1.16% | −13−0.1% | Reduced |
| Kenfarb & Co. | 17,555 | $5.98M | 5.21% | −574−3.2% | Reduced |
| Core Wealth Partners LLC | 17,550 | $5.98M | 5.52% | +36+0.2% | Added |
| Karpas Strategies, LLC | 17,550 | $5.98M | 2.02% | +13+0.1% | Added |
| Wealth Dimensions Group, Ltd. | 17,515 | $5.96M | 2.17% | −182−1.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 17,505 | $5.96M | 1.70% | −251−1.4% | Reduced |
| S. R. Schill & Associates | 17,511 | $5.96M | 2.71% | −281−1.6% | Reduced |
| United Fire Group Inc | 17,500 | $5.96M | 4.60% | −5,000−22.2% | Reduced |
| First Pacific Advisors, LP | 17,500 | $5.96M | 0.09% | −4,600−20.8% | Reduced |
| Cloverfields Capital Group, LP | 17,497 | $5.96M | 1.92% | +767+4.6% | Added |
| Slagle Financial, LLC | 17,468 | $5.95M | 3.70% | +17,468 | New |
| Headlands Technologies LLC | 17,449 | $5.94M | 1.90% | +15,669+880.3% | Added |
| Gs Investments, Inc. | 17,447 | $5.94M | 3.24% | −860−4.7% | Reduced |
| Wunderlich Capital Managemnt | 17,435 | $5.94M | 2.92% | −48−0.3% | Reduced |
| HHM Wealth Advisors, LLC | 17,389 | $5.92M | 1.11% | +80.0% | Added |
| Bell & Brown Wealth Advisors, LLC | 17,366 | $5.91M | 2.96% | +1,136+7.0% | Added |
| Wealth Alliance Advisory Group, LLC | 17,365 | $5.91M | 2.09% | −248−1.4% | Reduced |
| Reik & Co., LLC | 17,359 | $5.91M | 1.63% | −247−1.4% | Reduced |
| Capital Advisors, Ltd. LLC | 17,355 | $5.91M | 0.88% | +3,076+21.5% | Added |
| Highline Wealth Partners LLC | 17,322 | $5.90M | 3.71% | +20.0% | Added |
| Old Mission Investment Co LLC | 17,297 | $5.89M | 2.18% | −984−5.4% | Reduced |
| Insight Advisors, LLC | 17,292 | $5.89M | 1.32% | −56−0.3% | Reduced |
| DGS Capital Management, LLC | 17,284 | $5.89M | 2.93% | +945+5.8% | Added |
| Boltwood Capital Management | 17,273 | $5.88M | 2.12% | −260−1.5% | Reduced |
| Thomas White International Ltd | 17,270 | $5.88M | 1.22% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 17,254 | $5.88M | 3.71% | −453−2.6% | Reduced |
| Palogic Value Management, L.P. | 17,253 | $5.88M | 2.76% | −300−1.7% | Reduced |
| Evermay Wealth Management LLC | 17,247 | $5.87M | 1.13% | +360+2.1% | Added |
| Wittenberg Investment Management, Inc. | 17,243 | $5.87M | 2.13% | −1,345−7.2% | Reduced |
| Alaska Permanent Fund Corp | 17,197 | $5.86M | 0.12% | +17,197 | New |
| Kolinsky Wealth Management, LLC | 17,463 | $5.85M | 5.55% | +1,233+7.6% | Added |
| Allen Capital Group, LLC | 17,126 | $5.83M | 1.04% | −2,669−13.5% | Reduced |
| Advisory Alpha, LLC | 17,107 | $5.83M | 0.30% | +2,358+16.0% | Added |
| Alera Investment Advisors, LLC | 17,093 | $5.82M | 1.25% | +351+2.1% | Added |
| Concorde Financial Corp | 17,069 | $5.81M | 3.80% | −2,458−12.6% | Reduced |
| 1776 Wealth LLC | 17,062 | $5.81M | 3.07% | +2,299+15.6% | Added |
| Riggs Asset Managment Co. Inc. | 17,057 | $5.81M | 2.05% | +2,043+13.6% | Added |
| Strategic Financial Services, Inc, | 18,005 | $5.80M | 0.43% | −86−0.5% | Reduced |
| Essex LLC | 17,034 | $5.80M | 1.62% | −513−2.9% | Reduced |
| Liberty Wealth Management LLC | 17,030 | $5.80M | 1.43% | −2,490−12.8% | Reduced |
| Monetta Financial Services Inc | 17,000 | $5.79M | 5.66% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 16,992 | $5.79M | 5.53% | −356−2.1% | Reduced |
| Wealth Advisory Solutions, LLC | 32,552 | $5.78M | 1.54% | +17,828+121.1% | Added |
| SkyOak Wealth, LLC | 16,978 | $5.78M | 1.63% | +553+3.4% | Added |
| Apriem Advisors | 16,967 | $5.78M | 0.87% | −94−0.6% | Reduced |
| West Family Investments, Inc. | 16,964 | $5.78M | 2.25% | +688+4.2% | Added |
| Page Arthur B | 16,927 | $5.76M | 5.48% | −1,026−5.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 16,922 | $5.76M | 1.98% | −177−1.0% | Reduced |
| LexAurum Advisors, LLC | 16,919 | $5.76M | 1.73% | +1,514+9.8% | Added |
| Retirement Solution Inc. | 16,902 | $5.76M | 1.86% | −782−4.4% | Reduced |
| Millennium Capital Advisors, LLC | 16,895 | $5.75M | 4.73% | −193−1.1% | Reduced |
| Silver Oak Securities, Inc | 16,882 | $5.75M | 0.92% | +1,515+9.9% | Added |
| ICA Group Wealth Management, LLC | 16,872 | $5.75M | 1.44% | −21,373−55.9% | Reduced |
| Accurate Wealth Management, LLC | 16,629 | $5.74M | 1.79% | +537+3.3% | Added |
| Imprint Wealth LLC | 16,996 | $5.74M | 3.62% | −1,164−6.4% | Reduced |
| Pflug Koory, LLC | 16,842 | $5.74M | 2.92% | −110−0.6% | Reduced |
| Vista Wealth Management Group, LLC | 16,815 | $5.73M | 0.56% | +435+2.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 16,773 | $5.71M | 0.77% | +1,171+7.5% | Added |
| First Pacific Financial | 16,759 | $5.71M | 2.42% | −690−4.0% | Reduced |
| Sonnipe Ltd | 16,720 | $5.69M | 0.77% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 16,709 | $5.69M | 2.74% | −119−0.7% | Reduced |
| Lattice Capital Management, LLC | 16,708 | $5.69M | 9.89% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 16,692 | $5.68M | 3.85% | −1,733−9.4% | Reduced |