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
- 4,816
- +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
- 1,781 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $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 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Blue Whale Capital LLP | 261,014 | $88.9M | 13.65% | +62,750+31.6% | Added |
| Mission Wealth Management, LP | 259,971 | $88.5M | 3.38% | +15,795+6.5% | Added |
| Select Equity Group, L.P. | 259,899 | $88.5M | 0.33% | −109,502−29.6% | Reduced |
| Consulta Ltd | 259,500 | $88.4M | 6.14% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 258,906 | $88.2M | 6.16% | −7,501−2.8% | Reduced |
| Bridgewater Associates, LP | 257,570 | $87.7M | 0.54% | −150.0% | Reduced |
| Quantinno Capital Management LP | 257,519 | $87.7M | 5.01% | +31,590+14.0% | Added |
| Northeast Investment Management | 257,046 | $87.5M | 4.93% | −366−0.1% | Reduced |
| Smith, Salley & Associates | 256,807 | $87.5M | 6.45% | +1,291+0.5% | Added |
| Nwam LLC | 255,363 | $87.0M | 7.14% | +18,804+7.9% | Added |
| Bristol Gate Capital Partners Inc. | 254,724 | $86.7M | 4.56% | −58,907−18.8% | Reduced |
| First National Trust Co | 254,718 | $86.7M | 4.02% | −19,505−7.1% | Reduced |
| Hardman Johnston Global Advisors LLC | 254,567 | $86.7M | 2.81% | +23,705+10.3% | Added |
| Bowen Hanes & Co Inc | 254,553 | $86.7M | 2.78% | −4,939−1.9% | Reduced |
| Sequoia Financial Advisors, LLC | 254,315 | $86.6M | 1.49% | +25,541+11.2% | Added |
| Roffman Miller Associates Inc | 253,811 | $86.4M | 6.50% | −5,391−2.1% | Reduced |
| Keystone Investors Pte Ltd | 253,633 | $86.4M | 14.99% | +79,867+46.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 253,403 | $86.3M | 3.76% | +2,036+0.8% | Added |
| Triple Frond Partners LLC | 253,304 | $86.3M | 11.12% | 00.0% | Unchanged |
| HS Management Partners, LLC | 252,648 | $86.0M | 3.72% | −143,715−36.3% | Reduced |
| Integrated Wealth Concepts LLC | 252,202 | $85.9M | 1.47% | +22,315+9.7% | Added |
| Smith Chas P & Associates Pa Cpas | 251,517 | $85.7M | 5.50% | +3,587+1.4% | Added |
| Systematic Alpha Investments, LLC | 251,402 | $85.6M | 4.15% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 250,886 | $85.4M | 8.46% | −36,721−12.8% | Reduced |
| Wetherby Asset Management Inc | 250,422 | $85.3M | 4.60% | +149+0.1% | Added |
| Meeder Asset Management Inc | 250,384 | $85.3M | 6.20% | +3,699+1.5% | Added |
| Rockland Trust Co | 249,570 | $85.0M | 5.08% | −3,601−1.4% | Reduced |
| Cullinan Associates Inc | 249,412 | $84.9M | 4.67% | −1,524−0.6% | Reduced |
| Westpac Banking Corp | 249,174 | $84.9M | 5.99% | −902,975−78.4% | Reduced |
| Klingenstein Fields & Co LP | 248,841 | $84.7M | 3.92% | −3,779−1.5% | Reduced |
| Chesley Taft & Associates LLC | 247,592 | $84.3M | 5.17% | −3,600−1.4% | Reduced |
| GAM Holding AG | 246,909 | $84.1M | 5.80% | −1,280−0.5% | Reduced |
| Clear Street LLC | 246,300 | $83.9M | 2.00% | +246,300 | New |
| Ycg, LLC | 246,272 | $83.9M | 7.48% | −3,297−1.3% | Reduced |
| Cooperman Leon G | 245,705 | $83.7M | 4.54% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 245,596 | $83.6M | 9.11% | +2,634+1.1% | Added |
| Avantax Advisory Services, Inc. | 245,178 | $83.5M | 0.95% | +4,060+1.7% | Added |
| First National Bank of Omaha | 244,455 | $83.2M | 4.78% | −13,375−5.2% | Reduced |
| Aptus Capital Advisors, LLC | 243,338 | $82.9M | 2.42% | −16,638−6.4% | Reduced |
| Tudor Investment Corp Et Al | 241,924 | $82.4M | 1.34% | +223,212+1,192.9% | Added |
| Ancora Advisors, LLC | 240,987 | $82.1M | 2.17% | −630.0% | Reduced |
| Aaron Wealth Advisors | 240,623 | $81.9M | 10.65% | +15,528+6.9% | Added |
| HB Wealth Management, LLC | 240,298 | $81.8M | 1.31% | −2,391−1.0% | Reduced |
| Norris Perne & French LLP | 240,017 | $81.7M | 6.88% | −1,283−0.5% | Reduced |
| Ingalls & Snyder LLC | 239,714 | $81.6M | 3.94% | +219+0.1% | Added |
| Exencial Wealth Advisors, LLC | 239,063 | $81.4M | 3.74% | +4,964+2.1% | Added |
| Avalon Trust Co | 238,436 | $81.2M | 7.34% | −2,530−1.0% | Reduced |
| Sawtooth Solutions, LLC | 237,883 | $81.0M | 2.21% | −30,236−11.3% | Reduced |
| Dana Investment Advisors, Inc. | 237,350 | $80.8M | 3.98% | −4,211−1.7% | Reduced |
| Jericho Capital Asset Management L.P. | 237,000 | $80.7M | 3.16% | +237,000 | New |
| Edgemoor Investment Advisors, Inc. | 236,859 | $80.7M | 9.11% | −2,822−1.2% | Reduced |
| Mill Capital Management, LLC | 235,711 | $80.3M | 7.55% | −12,297−5.0% | Reduced |
| Liontrust Investment Partners LLP | 235,587 | $80.2M | 1.15% | −50,493−17.6% | Reduced |
| Avala Global LP | 234,768 | $79.9M | 9.52% | +66,300+39.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 234,542 | $79.9M | 2.08% | +553+0.2% | Added |
| Wesleyan Assurance Society | 234,050 | $79.6M | 8.51% | −1,100−0.5% | Reduced |
| TenCore Partners, LP | 232,880 | $79.3M | 20.64% | −12,035−4.9% | Reduced |
| GFI Investment Counsel Ltd. | 232,292 | $79.1M | 12.04% | −4,834−2.0% | Reduced |
| Kestra Private Wealth Services, LLC | 231,898 | $79.0M | 2.70% | +23,440+11.2% | Added |
| Optiver Holding B.V. | 231,713 | $78.9M | 2.28% | −38,952−14.4% | Reduced |
| Laurion Capital Management LP | 231,669 | $78.9M | 3.39% | +231,669 | New |
| Waters Parkerson & Co., LLC | 231,296 | $78.8M | 4.45% | −3,168−1.4% | Reduced |
| Daymark Wealth Partners, LLC | 230,817 | $78.6M | 5.84% | +100,821+77.6% | Added |
| RMB Capital Management, LLC | 230,449 | $78.5M | 2.58% | −3,150−1.3% | Reduced |
| Franklin Street Advisors Inc | 229,710 | $78.2M | 6.63% | +7,157+3.2% | Added |
| Gilder Gagnon Howe & Co LLC | 229,116 | $78.0M | 1.07% | −1,064−0.5% | Reduced |
| GuoLine Advisory Pte Ltd | 229,100 | $78.0M | 15.38% | +34,600+17.8% | Added |
| Welch Group, LLC | 228,816 | $77.9M | 4.47% | −2,351−1.0% | Reduced |
| Berkshire Asset Management LLC | 228,263 | $77.7M | 4.61% | +9,325+4.3% | Added |
| Dixon Mitchell Investment Counsel Inc. | 227,592 | $77.5M | 4.44% | −18,507−7.5% | Reduced |
| Savant Capital, LLC | 227,208 | $77.4M | 1.21% | +44,548+24.4% | Added |
| Empirical Finance, LLC | 226,848 | $77.3M | 5.98% | +25,754+12.8% | Added |
| Advisory Services Network, LLC | 226,759 | $77.2M | 2.06% | −4,465−1.9% | Reduced |
| Ironvine Capital Partners, LLC | 226,084 | $77.0M | 9.35% | −1,990−0.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 225,992 | $77.0M | 5.53% | −6,654−2.9% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 225,334 | $76.7M | 1.85% | −180,202−44.4% | Reduced |
| LMCG Investments, LLC | 224,057 | $76.3M | 4.94% | −7,019−3.0% | Reduced |
| Kanawha Capital Management LLC | 224,014 | $76.3M | 7.03% | −287−0.1% | Reduced |
| Sander Capital Advisors Inc | 223,981 | $76.2M | 41.62% | +12,760+6.0% | Added |
| Martingale Asset Management L P | 223,383 | $76.1M | 1.49% | −47,075−17.4% | Reduced |
| Sandy Spring Bank | 223,161 | $76.0M | 4.05% | −7,267−3.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 222,588 | $75.8M | 1.63% | +107,934+94.1% | Added |
| Snowden Capital Advisors LLC | 222,513 | $75.8M | 2.71% | −1,224−0.5% | Reduced |
| Washington Trust Co | 222,119 | $75.6M | 3.19% | −7,817−3.4% | Reduced |
| Bleakley Financial Group, LLC | 219,307 | $74.7M | 2.33% | +9,031+4.3% | Added |
| Tower Bridge Advisors | 219,145 | $74.6M | 6.84% | −36,319−14.2% | Reduced |
| Dakota Wealth Management | 218,996 | $74.6M | 3.51% | +10,692+5.1% | Added |
| Aureus Asset Management, LLC | 217,347 | $74.0M | 5.55% | −10,620−4.7% | Reduced |
| Campbell Newman Asset Management Inc | 217,165 | $74.0M | 6.61% | +592+0.3% | Added |
| Oak Ridge Investments LLC | 215,927 | $73.5M | 9.07% | −1,336−0.6% | Reduced |
| General American Investors Co Inc | 215,000 | $73.2M | 6.37% | 00.0% | Unchanged |
| Valiant Capital Management, L.P. | 213,098 | $72.6M | 10.33% | +48,498+29.5% | Added |
| Woodley Farra Manion Portfolio Management Inc | 212,101 | $72.2M | 4.65% | −8,698−3.9% | Reduced |
| Logan Capital Management Inc | 211,948 | $72.2M | 3.46% | −7,535−3.4% | Reduced |
| First Horizon Advisors, Inc. | 211,297 | $72.0M | 2.49% | −2,985−1.4% | Reduced |
| Ulysses Management LLC | 210,300 | $71.6M | 18.40% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 210,139 | $71.5M | 5.20% | −1,268−0.6% | Reduced |
| MMBG Investment Advisors Co. | 211,568 | $71.1M | 8.63% | −11,508−5.2% | Reduced |
| Vinva Investment Management Ltd | 212,061 | $71.1M | 6.22% | −24,136−10.2% | Reduced |
| Kinneret Advisory, LLC | 208,353 | $71.0M | 8.40% | 00.0% | Unchanged |