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 |
|---|---|---|---|---|---|
| Geo Capital Gestora de Recursos Ltd | 16,675 | $5.68M | 4.40% | −9,903−37.3% | Reduced |
| Noesis Capital Mangement Corp | 16,627 | $5.66M | 1.39% | −478−2.8% | Reduced |
| Harbor Advisory Corp | 16,606 | $5.66M | 2.00% | +136+0.8% | Added |
| Cox Capital Mgt LLC | 16,592 | $5.65M | 4.17% | −553−3.2% | Reduced |
| Prudent Man Advisors, LLC | 16,566 | $5.64M | 2.12% | −243−1.4% | Reduced |
| Atticus Wealth Management, LLC | 16,560 | $5.64M | 2.08% | −346−2.0% | Reduced |
| Cohen Investment Advisors LLC | 16,545 | $5.63M | 4.53% | −2,007−10.8% | Reduced |
| CenterBook Partners LP | 16,517 | $5.62M | 0.70% | −626−3.7% | Reduced |
| Breakwater Capital Group | 16,513 | $5.62M | 2.05% | +3,692+28.8% | Added |
| JSF Financial, LLC | 16,508 | $5.62M | 1.99% | −390−2.3% | Reduced |
| Capital Advantage, Inc. | 16,935 | $5.62M | 1.17% | +595+3.6% | Added |
| Blue Zone Wealth Advisors, LLC | 16,501 | $5.62M | 2.59% | +87+0.5% | Added |
| JGP Global Gestao de Recursos Ltda. | 16,500 | $5.62M | 4.00% | +16,500 | New |
| Trellis Wealth Advisors LLC | 16,474 | $5.61M | 3.73% | +91+0.6% | Added |
| Redwood Investment Management, LLC | 16,467 | $5.61M | 0.58% | −493−2.9% | Reduced |
| Fernwood Investment Management, LLC | 17,704 | $5.60M | 1.99% | +4,846+37.7% | Added |
| Baystate Wealth Management LLC | 16,455 | $5.60M | 0.46% | +563+3.5% | Added |
| Vivaldi Capital Management, LLC | 16,368 | $5.57M | 1.72% | +257+1.6% | Added |
| Boussard & Gavaudan Investment Management LLP | 16,376 | $5.57M | 0.53% | +16,376 | New |
| Shayne & Co., LLC | 16,348 | $5.57M | 2.82% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 16,336 | $5.56M | 1.61% | −513−3.0% | Reduced |
| McAdam, LLC | 16,316 | $5.56M | 0.46% | +790+5.1% | Added |
| Channel Wealth LLC | 16,314 | $5.56M | 3.19% | +212+1.3% | Added |
| Legal Advantage Investments, Inc. | 16,301 | $5.55M | 3.70% | 00.0% | Unchanged |
| Brookmont Capital Management | 16,244 | $5.53M | 3.33% | −146−0.9% | Reduced |
| Triasima Portfolio Management inc. | 12,267 | $5.53M | 0.35% | −1,300−9.6% | Reduced |
| NCM Capital Management, LLC | 16,241 | $5.53M | 3.84% | +69+0.4% | Added |
| Rosenbaum Jay D. | 16,235 | $5.53M | 8.88% | −123−0.8% | Reduced |
| Independence Bank of Kentucky | 16,226 | $5.53M | 2.24% | +338+2.1% | Added |
| Castellan Group, LLC | 16,209 | $5.52M | 3.53% | −1,119−6.5% | Reduced |
| Guardian Investment Management | 16,185 | $5.51M | 4.75% | −7,930−32.9% | Reduced |
| Investors Asset Management of Georgia Inc | 16,172 | $5.51M | 2.84% | −59−0.4% | Reduced |
| Tradewinds Capital Management, LLC | 16,160 | $5.50M | 1.71% | −849−5.0% | Reduced |
| Chickasaw Capital Management LLC | 16,161 | $5.50M | 0.30% | 00.0% | Unchanged |
| WealthBridge Investment Counsel Inc. | 16,160 | $5.50M | 2.32% | +270+1.7% | Added |
| Fortune Financial Advisors, LLC | 16,143 | $5.50M | 4.13% | +16,143 | New |
| Financial Advisory Partners, LLC | 16,137 | $5.50M | 2.11% | −70−0.4% | Reduced |
| Acropolis Investment Management, LLC | 16,135 | $5.49M | 0.43% | +401+2.5% | Added |
| Sugarloaf Wealth Management, LLC | 16,117 | $5.49M | 1.28% | −458−2.8% | Reduced |
| Prairie Sky Financial Group LLC | 16,091 | $5.48M | 3.72% | +16,091 | New |
| FengHe Fund Management Pte. Ltd. | 16,070 | $5.47M | 1.08% | +16,070 | New |
| First Dallas Securities Inc. | 16,061 | $5.47M | 3.05% | +428+2.7% | Added |
| Forza Wealth Management, LLC | 16,058 | $5.47M | 2.75% | −508−3.1% | Reduced |
| First National Bank of South Miami | 16,044 | $5.46M | 4.40% | −492−3.0% | Reduced |
| Callan Capital, LLC | 16,033 | $5.46M | 0.60% | +730+4.8% | Added |
| Andar Capital Management HK Ltd | 16,000 | $5.45M | 10.96% | −12,000−42.9% | Reduced |
| S.A. Mason LLC | 18,884 | $5.44M | 3.95% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 15,985 | $5.44M | 4.37% | 00.0% | Unchanged |
| Legacy CG, LLC | 15,977 | $5.44M | 2.67% | −35−0.2% | Reduced |
| Grant/GrossMendelsohn, LLC | 16,355 | $5.44M | 2.20% | +50.0% | Added |
| Oxinas Partners Wealth Management LLC | 15,920 | $5.42M | 3.56% | +53+0.3% | Added |
| Coastal Bridge Advisors, LLC | 15,915 | $5.42M | 1.33% | −149−0.9% | Reduced |
| Allegheny Financial Group LTD | 15,910 | $5.42M | 2.56% | −1,994−11.1% | Reduced |
| Autumn Glory Partners, LLC | 15,899 | $5.41M | 3.97% | +8,402+112.1% | Added |
| Atlas Private Wealth Advisors | 15,894 | $5.41M | 1.10% | +7,042+79.6% | Added |
| Am Investment Strategies LLC | 15,864 | $5.40M | 1.69% | +1,437+10.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 15,826 | $5.39M | 3.25% | −149−0.9% | Reduced |
| Optimas Capital Ltd | 15,812 | $5.38M | 6.22% | −5,288−25.1% | Reduced |
| Gries Financial LLC | 15,809 | $5.38M | 1.49% | +49+0.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 16,012 | $5.38M | 0.13% | −506,151−96.9% | Reduced |
| GSB Wealth Management, LLC | 15,787 | $5.38M | 1.75% | +1,991+14.4% | Added |
| Dillon & Associates Inc | 15,759 | $5.37M | 0.99% | +1,725+12.3% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 15,742 | $5.36M | 1.79% | −220−1.4% | Reduced |
| Privium Fund Management B.V. | 16,000 | $5.36M | 1.54% | −3,000−15.8% | Reduced |
| Highview Capital Management LLC | 15,731 | $5.36M | 2.88% | +205+1.3% | Added |
| Bridgecreek Investment Management, LLC | 15,725 | $5.35M | 1.03% | +100+0.6% | Added |
| Sage Rhino Capital LLC | 15,684 | $5.34M | 1.49% | −230−1.4% | Reduced |
| Charles Carroll Financial Partners, LLC | 15,635 | $5.32M | 6.79% | +1,010+6.9% | Added |
| Advanced Portfolio Management, LLC | 15,628 | $5.32M | 4.87% | +15,628 | New |
| Green Square Capital Advisors LLC | 15,623 | $5.32M | 0.67% | +2,108+15.6% | Added |
| Prosperity Financial Group, Inc. | 15,577 | $5.30M | 4.67% | +771+5.2% | Added |
| Weaver Consulting Group | 15,576 | $5.30M | 2.34% | −741−4.5% | Reduced |
| Ayalon Holdings Ltd. | 15,563 | $5.30M | 2.21% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 15,563 | $5.30M | 0.75% | −3,997−20.4% | Reduced |
| Centennial Bank | 15,560 | $5.30M | 3.57% | −900−5.5% | Reduced |
| First Financial Corp | 15,553 | $5.30M | 3.40% | −1,564−9.1% | Reduced |
| AllGen Financial Advisors, Inc. | 15,507 | $5.28M | 3.32% | −1,321−7.9% | Reduced |
| Acorn Wealth Advisors, LLC | 15,461 | $5.27M | 3.59% | +345+2.3% | Added |
| Shilanski & Associates, Inc. | 15,417 | $5.25M | 2.13% | +200+1.3% | Added |
| Integris Wealth Management, LLC | 15,408 | $5.25M | 1.86% | −267−1.7% | Reduced |
| Bain Capital Public Equity, LP | 15,400 | $5.24M | 4.70% | +1,860+13.7% | Added |
| Jmac Enterprises LLC | 15,383 | $5.24M | 1.30% | −1,678−9.8% | Reduced |
| Beech Hill Advisors, Inc. | 15,357 | $5.23M | 2.54% | −545−3.4% | Reduced |
| Sweeney & Michel, LLC | 16,025 | $5.22M | 2.69% | +127+0.8% | Added |
| Gray Wealth Management Inc. | 15,330 | $5.22M | 2.63% | +642+4.4% | Added |
| Perkins Capital Management Inc | 15,326 | $5.22M | 4.55% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 15,324 | $5.22M | 3.45% | +264+1.8% | Added |
| ICW Investment Advisors LLC | 15,322 | $5.22M | 2.80% | +121+0.8% | Added |
| Frank, Rimerman Advisors LLC | 15,302 | $5.21M | 1.24% | +326+2.2% | Added |
| Gilbert & Cook, Inc. | 15,299 | $5.21M | 0.84% | −3,130−17.0% | Reduced |
| Red Spruce Capital, LLC | 15,298 | $5.21M | 2.81% | −299−1.9% | Reduced |
| WNY Asset Management, LLC | 15,295 | $5.21M | 1.11% | −30.0% | Reduced |
| Home Federal Bank of Tennessee | 15,280 | $5.20M | 1.84% | −39−0.3% | Reduced |
| CBOE Vest Financial, LLC | 15,257 | $5.20M | 0.48% | +10,425+215.7% | Added |
| Sax Wealth Advisors, LLC | 15,270 | $5.20M | 1.04% | −1,029−6.3% | Reduced |
| Kowal Investment Group, LLC | 15,270 | $5.20M | 1.39% | −506−3.2% | Reduced |
| Curated Wealth Partners LLC | 15,264 | $5.20M | 1.01% | −383−2.4% | Reduced |
| Bishop Rock Capital, L.P. | 15,251 | $5.19M | 7.53% | −1,512−9.0% | Reduced |
| Charles Schwab Trust Co | 15,810 | $5.19M | 0.63% | −27−0.2% | Reduced |
| Wolff Wiese Magana LLC | 15,236 | $5.19M | 4.01% | +70+0.5% | Added |