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; 6,248 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
- 4,815
- +138 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
- 219
- 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 | 6,248 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| James Hambro & Partners | 360,018 | $122.5M | 8.08% | −8,084−2.2% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 358,225 | $122.0M | 8.27% | −66,219−15.6% | Reduced |
| Advisors Asset Management, Inc. | 357,722 | $121.8M | 2.49% | −44,025−11.0% | Reduced |
| Advisor Partners II, LLC | 356,972 | $121.6M | 5.69% | +27,723+8.4% | Added |
| Zevenbergen Capital Investments LLC | 353,292 | $120.3M | 2.86% | −15,061−4.1% | Reduced |
| Oribel Capital Management, LP | 351,700 | $119.8M | 11.19% | +72,500+26.0% | Added |
| Spears Abacus Advisors LLC | 350,733 | $119.4M | 9.74% | −5,148−1.4% | Reduced |
| Davis Selected Advisers | 345,390 | $117.6M | 0.72% | −6,295−1.8% | Reduced |
| Cypress Funds LLC | 344,655 | $117.4M | 14.75% | 00.0% | Unchanged |
| Howland Capital Management LLC | 344,157 | $117.2M | 6.73% | −4,530−1.3% | Reduced |
| Donaldson Capital Management, LLC | 337,836 | $115.0M | 5.24% | +826+0.2% | Added |
| Sit Investment Associates Inc | 337,130 | $114.8M | 3.00% | −4,190−1.2% | Reduced |
| KCM Investment Advisors LLC | 337,095 | $114.8M | 4.60% | −20,659−5.8% | Reduced |
| Clarius Group, LLC | 334,418 | $113.9M | 8.80% | −1,624−0.5% | Reduced |
| TownSquare Capital, LLC | 334,170 | $113.8M | 2.08% | +19,498+6.2% | Added |
| Ardevora Asset Management LLP | 332,500 | $113.2M | 2.74% | +332,500 | New |
| Clifford Swan Investment Counsel LLC | 331,902 | $113.0M | 4.56% | −5,875−1.7% | Reduced |
| Vaughan David Investments LLC | 331,054 | $112.7M | 3.29% | −1,727−0.5% | Reduced |
| Stephens Inc | 329,855 | $112.3M | 2.02% | −6,303−1.9% | Reduced |
| Old National Bancorp | 329,578 | $112.2M | 3.21% | −11,889−3.5% | Reduced |
| Bristlecone Advisors, LLC | 329,232 | $112.1M | 11.27% | −8,767−2.6% | Reduced |
| Hancock Whitney Corp | 329,211 | $112.1M | 4.41% | −21,450−6.1% | Reduced |
| Cohen Klingenstein LLC | 327,500 | $111.5M | 4.83% | 00.0% | Unchanged |
| Soma Equity Partners LP | 325,000 | $110.7M | 6.15% | +75,000+30.0% | Added |
| Metropolitan Life Insurance Co | 324,037 | $110.3M | 5.37% | −8,912−2.7% | Reduced |
| Fullerton Fund Management Co Ltd. | 323,135 | $110.0M | 7.69% | +14,929+4.8% | Added |
| Heritage Investors Management Corp | 322,799 | $109.9M | 4.40% | −11,247−3.4% | Reduced |
| Eastern Bank | 321,524 | $109.5M | 5.21% | −4,921−1.5% | Reduced |
| Cullen Capital Management LLC | 320,404 | $109.1M | 0.98% | −5,221−1.6% | Reduced |
| Wilkinson Global Asset Management LLC | 319,478 | $108.8M | 8.28% | −6,206−1.9% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 319,452 | $108.8M | 5.41% | −287−0.1% | Reduced |
| Ami Asset Management Corp | 319,232 | $108.7M | 6.47% | −4,621−1.4% | Reduced |
| Fort Pitt Capital Group, LLC | 318,057 | $108.3M | 3.98% | −13,476−4.1% | Reduced |
| Cantor Fitzgerald, L. P. | 316,546 | $107.8M | 2.49% | +5,825+1.9% | Added |
| Greenleaf Trust | 313,036 | $106.6M | 1.13% | −7,280−2.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 311,874 | $106.2M | 2.27% | +7,931+2.6% | Added |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 311,300 | $106.0M | 5.12% | +30,000+10.7% | Added |
| AIA Group Ltd | 310,537 | $105.8M | 5.12% | +13,520+4.6% | Added |
| Mogy Joel R Investment Counsel Inc | 310,268 | $105.7M | 8.40% | −1,615−0.5% | Reduced |
| Stack Financial Management, Inc | 304,471 | $103.7M | 11.60% | +777+0.3% | Added |
| McDaniel Terry & Co | 303,529 | $103.4M | 10.52% | −4,473−1.5% | Reduced |
| Rheos Capital Works Inc. | 303,400 | $103.3M | 5.56% | +102,500+51.0% | Added |
| Independent Advisor Alliance | 303,014 | $103.2M | 4.55% | +9,807+3.3% | Added |
| Steadfast Capital Management LP | 302,624 | $103.1M | 2.74% | −49,862−14.1% | Reduced |
| Highland Capital Management, LLC | 301,851 | $102.8M | 6.68% | −10,400−3.3% | Reduced |
| Ziegler Capital Management, LLC | 301,586 | $102.7M | 3.93% | −13,158−4.2% | Reduced |
| Westwood Management Corp | 300,793 | $102.4M | 13.20% | −32,316−9.7% | Reduced |
| Birch Hill Investment Advisors LLC | 300,715 | $102.4M | 5.87% | −16,953−5.3% | Reduced |
| Metis Global Partners, LLC | 300,226 | $102.2M | 5.51% | +2,980+1.0% | Added |
| Baader Bank INC | 301,257 | $102.2M | 8.87% | −100,998−25.1% | Reduced |
| Hantz Financial Services, Inc. | 299,458 | $102.0M | 2.55% | −40,285−11.9% | Reduced |
| Chartwell Investment Partners, LLC | 297,125 | $101.2M | 3.66% | −14,392−4.6% | Reduced |
| Tower Research Capital LLC (TRC) | 296,763 | $101.1M | 3.38% | +108,343+57.5% | Added |
| Tokio Marine Asset Management Co Ltd | 295,811 | $100.7M | 6.44% | −996−0.3% | Reduced |
| Elite Wealth Management, Inc. | 295,478 | $100.6M | 33.53% | +39,980+15.6% | Added |
| Osterweis Capital Management Inc | 294,502 | $100.3M | 6.64% | +2,213+0.8% | Added |
| Credit Agricole S A | 294,451 | $100.3M | 3.26% | +37,899+14.8% | Added |
| Bryn Mawr Trust Co | 294,118 | $100.2M | 4.17% | −4,994−1.7% | Reduced |
| Private Wealth Partners, LLC | 292,709 | $99.7M | 9.16% | −4,930−1.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 290,826 | $99.0M | 1.95% | +84,892+41.2% | Added |
| Fortis Capital Management LLC | 289,122 | $98.5M | 34.86% | +7,330+2.6% | Added |
| Banque Cantonale Vaudoise | 288,508 | $98.2M | 4.58% | −25,039−8.0% | Reduced |
| Formuepleje A/S | 284,307 | $96.8M | 8.46% | −82,954−22.6% | Reduced |
| Chilton Capital Management LLC | 283,900 | $96.7M | 5.31% | −5,000−1.7% | Reduced |
| Guyasuta Investment Advisors Inc | 283,724 | $96.6M | 7.14% | −8,031−2.8% | Reduced |
| Park Avenue Securities LLC | 283,559 | $96.6M | 1.53% | +96,095+51.3% | Added |
| Alpha Cubed Investments, LLC | 280,930 | $95.7M | 6.45% | −10,026−3.4% | Reduced |
| Toroso Investments, LLC | 280,218 | $95.4M | 2.80% | +26,678+10.5% | Added |
| Caledonia Investments PLC | 279,617 | $95.2M | 13.13% | −5,900−2.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 279,222 | $95.1M | 3.52% | −4,984−1.8% | Reduced |
| Himension Fund | 279,214 | $95.1M | 8.67% | −92,467−24.9% | Reduced |
| Bollard Group LLC | 278,929 | $95.0M | 3.23% | +935+0.3% | Added |
| Wade G W & Inc | 278,740 | $94.9M | 3.45% | +3,805+1.4% | Added |
| National Asset Management, Inc. | 278,362 | $94.8M | 2.13% | −32,837−10.6% | Reduced |
| Veritable, L.P. | 277,749 | $94.6M | 1.53% | −4,067−1.4% | Reduced |
| Cetera Advisors LLC | 276,493 | $94.2M | 1.48% | +2,586+0.9% | Added |
| Hyman Charles D | 276,253 | $94.1M | 5.90% | +1,348+0.5% | Added |
| Argent Trust Co | 275,669 | $93.9M | 5.09% | +22,519+8.9% | Added |
| Voyager Global Management LP | 275,000 | $93.6M | 4.55% | −275,000−50.0% | Reduced |
| Evergreen Capital Management LLC | 273,730 | $93.2M | 3.89% | +3,881+1.4% | Added |
| Ameritas Investment Partners, Inc. | 272,924 | $92.9M | 3.50% | −6,730−2.4% | Reduced |
| Kadensa Capital Ltd | 272,261 | $92.7M | 16.33% | −6,061−2.2% | Reduced |
| Wesbanco Bank Inc | 271,734 | $92.5M | 3.89% | −12,280−4.3% | Reduced |
| Miracle Mile Advisors, LLC | 270,030 | $92.0M | 2.79% | −743−0.3% | Reduced |
| Farmers & Merchants Investments Inc | 269,934 | $91.9M | 3.47% | +2,714+1.0% | Added |
| Sather Financial Group Inc | 269,130 | $91.6M | 7.34% | −2,951−1.1% | Reduced |
| Stratos Wealth Partners, LTD. | 268,807 | $91.5M | 2.07% | +17,769+7.1% | Added |
| Ossiam | 267,062 | $90.9M | 1.63% | −500,650−65.2% | Reduced |
| Parthenon LLC | 267,019 | $90.9M | 13.14% | −12,932−4.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 266,915 | $90.9M | 6.82% | +2,046+0.8% | Added |
| Pensioenfonds Rail & Ov | 266,032 | $90.6M | 3.38% | 00.0% | Unchanged |
| Dearborn Partners LLC | 265,648 | $90.5M | 3.46% | −1,127−0.4% | Reduced |
| Citizens Financial Group Inc | 265,549 | $90.4M | 3.29% | −17,451−6.2% | Reduced |
| Central Trust Co | 264,836 | $90.2M | 2.52% | −2,156−0.8% | Reduced |
| J. Goldman & Co LP | 264,167 | $90.0M | 5.13% | +95,182+56.3% | Added |
| NorthCrest Asset Manangement, LLC | 263,792 | $89.8M | 3.56% | −18,732−6.6% | Reduced |
| Empire Life Investments Inc. | 262,638 | $89.4M | 6.11% | +1,383+0.5% | Added |
| Cat Rock Capital Management LP | 262,500 | $89.4M | 12.32% | −88,500−25.2% | Reduced |
| Vestcor Inc | 261,984 | $89.2M | 3.26% | −21,474−7.6% | Reduced |
| Tybourne Capital Management (HK) Ltd | 261,563 | $89.1M | 9.63% | −41,971−13.8% | Reduced |