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 |
|---|---|---|---|---|---|
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 13,963 | $4.75M | 4.14% | −1,897−12.0% | Reduced |
| St. Johns Investment Management Company, LLC | 13,961 | $4.75M | 2.58% | −61−0.4% | Reduced |
| Aull & Monroe Investment Management Corp | 13,960 | $4.75M | 2.39% | 00.0% | Unchanged |
| Taylor & Morgan Wealth Management, LLC | 13,959 | $4.75M | 3.90% | −206−1.5% | Reduced |
| Wealthquest Corp | 13,952 | $4.75M | 0.57% | −101−0.7% | Reduced |
| North Ridge Wealth Advisors, Inc. | 13,948 | $4.75M | 4.54% | −3,057−18.0% | Reduced |
| Sierra Capital LLC | 13,937 | $4.75M | 0.75% | −389−2.7% | Reduced |
| Eaton Financial Holdings Company, LLC | 13,917 | $4.74M | 3.57% | −1,357−8.9% | Reduced |
| Rational Advisors LLC | 13,901 | $4.73M | 0.39% | +692+5.2% | Added |
| Orser Capital Management, LLC | 13,869 | $4.72M | 4.81% | −280−2.0% | Reduced |
| Insight Wealth Strategies, LLC | 13,845 | $4.71M | 0.90% | −443−3.1% | Reduced |
| Paragon Private Wealth Management, LLC | 13,807 | $4.70M | 3.74% | +140+1.0% | Added |
| Alan B. Lancz & Associates, Inc. | 13,766 | $4.69M | 5.01% | −37−0.3% | Reduced |
| Palouse Capital Management, Inc. | 13,764 | $4.69M | 3.28% | −1,226−8.2% | Reduced |
| Symmetry Investments LP | 13,759 | $4.69M | 1.35% | +10,459+316.9% | Added |
| Sutton Wealth Advisors Inc. | 13,747 | $4.68M | 2.27% | +771+5.9% | Added |
| UMA Financial Services, Inc. | 13,840 | $4.68M | 1.16% | +13+0.1% | Added |
| Gemmer Asset Management LLC | 13,736 | $4.68M | 0.64% | +378+2.8% | Added |
| Seldon Capital LP | 13,726 | $4.67M | 5.00% | +8,600+167.8% | Added |
| Kessler Investment Group, LLC | 13,717 | $4.67M | 3.29% | +386+2.9% | Added |
| 626 Financial, LLC | 13,702 | $4.67M | 2.98% | −529−3.7% | Reduced |
| ORG Partners LLC | 13,758 | $4.67M | 0.76% | −2,384−14.8% | Reduced |
| Applied Capital LLC | 13,673 | $4.66M | 4.41% | −14−0.1% | Reduced |
| Benchmark Investment Advisors LLC | 13,658 | $4.65M | 4.29% | −521−3.7% | Reduced |
| Atwater Malick LLC | 13,642 | $4.65M | 1.98% | +12,714+1,370.0% | Added |
| Marion Wealth Management | 13,626 | $4.64M | 1.65% | −113−0.8% | Reduced |
| Vetamer Capital Management, L.P. | 13,603 | $4.63M | 7.15% | +3,758+38.2% | Added |
| William Allan, LLC | 13,582 | $4.63M | 3.54% | −218−1.6% | Reduced |
| NewSquare Capital LLC | 13,573 | $4.62M | 0.48% | +650+5.0% | Added |
| Howard Capital Management Inc. | 13,570 | $4.62M | 0.62% | +2,221+19.6% | Added |
| Clean Yield Group | 13,565 | $4.62M | 1.90% | +120+0.9% | Added |
| Riverview Trust Co | 13,545 | $4.61M | 4.18% | −758−5.3% | Reduced |
| Van Den Berg Management I, Inc | 13,543 | $4.61M | 1.66% | −91−0.7% | Reduced |
| TFC Financial Management | 13,499 | $4.60M | 1.13% | −176−1.3% | Reduced |
| Ballast, Inc. | 13,499 | $4.60M | 1.76% | +1,994+17.3% | Added |
| UBS Oconnor LLC | 13,492 | $4.59M | 0.10% | −10,187−43.0% | Reduced |
| Cape Investment Advisory, Inc. | 13,479 | $4.59M | 2.56% | −1,382−9.3% | Reduced |
| LifeSteps Financial, Inc. | 13,479 | $4.59M | 4.54% | +179+1.3% | Added |
| Rockingstone Advisors LLC | 13,477 | $4.59M | 2.59% | +259+2.0% | Added |
| Waterloo Capital, L.P. | 13,473 | $4.59M | 1.35% | −818−5.7% | Reduced |
| Capital Management Associates | 13,451 | $4.58M | 6.73% | −78−0.6% | Reduced |
| Pinnacle Holdings, LLC | 13,433 | $4.57M | 2.04% | +27+0.2% | Added |
| Transamerica Financial Advisors, Inc. | 13,418 | $4.57M | 0.59% | −374−2.7% | Reduced |
| HITE Hedge Asset Management LLC | 13,412 | $4.57M | 0.53% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 13,404 | $4.56M | 1.25% | −3,032−18.4% | Reduced |
| Eudaimonia Advisors LLC | 13,400 | $4.56M | 3.06% | −484−3.5% | Reduced |
| West Oak Capital, LLC | 13,386 | $4.56M | 2.21% | −570−4.1% | Reduced |
| Berkeley Capital Partners, LLC | 13,377 | $4.56M | 1.61% | −350−2.5% | Reduced |
| Viewpoint Capital Management LLC | 13,369 | $4.55M | 3.52% | +544+4.2% | Added |
| Orion Capital Management LLC | 13,368 | $4.55M | 3.00% | −1,070−7.4% | Reduced |
| Peddock Capital Advisors, LLC | 13,364 | $4.55M | 1.50% | +124+0.9% | Added |
| Patriot Investment Management Inc. | 13,358 | $4.55M | 0.38% | −850−6.0% | Reduced |
| Roof Eidam & Maycock | 13,353 | $4.55M | 1.52% | −960−6.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 13,140 | $4.54M | 2.40% | −602−4.4% | Reduced |
| SFE Investment Counsel | 13,303 | $4.53M | 1.28% | +278+2.1% | Added |
| Sweet Financial Partners, LLC | 13,301 | $4.53M | 1.18% | +961+7.8% | Added |
| Crescent Sterling, Ltd. | 13,299 | $4.53M | 4.30% | −405−3.0% | Reduced |
| Cabot Wealth Management Inc | 13,282 | $4.52M | 0.68% | +78+0.6% | Added |
| First Heartland Consultants, Inc. | 13,279 | $4.52M | 0.59% | −13−0.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 13,265 | $4.52M | 0.30% | +40+0.3% | Added |
| Capstone Financial Advisors, Inc. | 13,251 | $4.51M | 0.34% | −228−1.7% | Reduced |
| Blue Investment Partners LLC | 13,231 | $4.51M | 3.44% | +226+1.7% | Added |
| Quantum Financial Advisors, LLC | 13,231 | $4.51M | 1.33% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 13,189 | $4.49M | 2.56% | +2,525+23.7% | Added |
| Monterey Private Wealth, Inc. | 13,180 | $4.49M | 2.17% | −157−1.2% | Reduced |
| Amplius Wealth Advisors, LLC | 13,154 | $4.48M | 0.60% | +230+1.8% | Added |
| Investors Research Corp | 13,144 | $4.48M | 1.13% | −82−0.6% | Reduced |
| Innovis Asset Management LLC | 13,133 | $4.47M | 1.65% | +9,374+249.4% | Added |
| James J. Burns & Company, LLC | 13,130 | $4.47M | 1.13% | +11+0.1% | Added |
| Masso Torrence Wealth Management Inc. | 13,125 | $4.47M | 3.22% | −231−1.7% | Reduced |
| STAR Financial Bank | 13,090 | $4.46M | 4.16% | −92−0.7% | Reduced |
| SAM Advisors, LLC | 13,084 | $4.46M | 1.85% | −1,221−8.5% | Reduced |
| Montz Harcus Wealth Management LLC | 13,070 | $4.45M | 3.68% | +167+1.3% | Added |
| Invst, LLC | 13,058 | $4.45M | 0.64% | +256+2.0% | Added |
| Stiles Financial Services Inc | 13,050 | $4.44M | 2.21% | −274−2.1% | Reduced |
| Bay Rivers Group | 13,047 | $4.44M | 3.33% | −464−3.4% | Reduced |
| Dudley & Shanley, Inc. | 13,034 | $4.44M | 0.80% | 00.0% | Unchanged |
| KWB Wealth | 13,027 | $4.44M | 0.70% | +1,252+10.6% | Added |
| Olstein Capital Management, L.P. | 13,000 | $4.43M | 0.72% | −13,000−50.0% | Reduced |
| Bowman & Co S.C. | 12,986 | $4.43M | 3.35% | +200+1.6% | Added |
| Palumbo Wealth Management LLC | 12,968 | $4.42M | 2.70% | −60.0% | Reduced |
| Lifeworks Advisors, LLC | 12,967 | $4.42M | 1.88% | −719−5.3% | Reduced |
| Smith Anglin Financial, LLC | 12,950 | $4.41M | 0.54% | +1,022+8.6% | Added |
| Coppell Advisory Solutions LLC | 13,156 | $4.41M | 1.30% | −3,117−19.2% | Reduced |
| Reitz Capital Advisors LLC | 33,500 | $4.40M | 4.02% | +23,450+233.3% | Added |
| LBMC Investment Advisors, LLC | 12,894 | $4.39M | 0.43% | −193−1.5% | Reduced |
| O'Rourke & Company, Inc | 12,868 | $4.38M | 3.07% | +122+1.0% | Added |
| Second Half Financial Partners, LLC | 12,867 | $4.38M | 1.00% | +11,840+1,152.9% | Added |
| Schulhoff & Co Inc | 12,861 | $4.38M | 2.04% | −345−2.6% | Reduced |
| McLean Asset Management Corp | 12,861 | $4.38M | 1.72% | 00.0% | Unchanged |
| Elevatus Welath Management | 12,858 | $4.38M | 3.04% | +12,858 | New |
| KLCM Advisors, Inc. | 12,853 | $4.38M | 0.86% | +800+6.6% | Added |
| Invesco, LLC | 12,839 | $4.37M | 2.15% | +12,839 | New |
| Accretive Wealth Partners, LLC | 12,833 | $4.37M | 2.59% | +192+1.5% | Added |
| VisionPoint Advisory Group, LLC | 12,822 | $4.37M | 1.79% | −4,224−24.8% | Reduced |
| Consilium Wealth Advisory, LLC | 12,815 | $4.36M | 3.02% | +1,986+18.3% | Added |
| Ocean Capital Management, LLC | 12,793 | $4.36M | 1.96% | +1,287+11.2% | Added |
| Vigilare Wealth Management | 12,772 | $4.35M | 2.51% | −116−0.9% | Reduced |
| Centiva Capital, LP | 12,772 | $4.35M | 0.22% | +12,772 | New |
| Monograph Wealth Advisors, LLC | 12,770 | $4.35M | 0.93% | +10,342+425.9% | Added |