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 |
|---|---|---|---|---|---|
| Keywise Capital Management (HK) Ltd | 207,950 | $70.8M | 12.90% | +81,350+64.3% | Added |
| Talbot Financial, LLC | 205,267 | $69.9M | 11.89% | −2,338−1.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 204,926 | $69.8M | 3.49% | −3,248−1.6% | Reduced |
| Moors & Cabot, Inc. | 204,288 | $69.6M | 4.62% | −4,777−2.3% | Reduced |
| Community Trust & Investment Co | 204,255 | $69.6M | 5.58% | −5,788−2.8% | Reduced |
| Meritage Portfolio Management | 204,191 | $69.5M | 4.92% | +800.0% | Added |
| Summitry LLC | 204,041 | $69.5M | 4.39% | −46,820−18.7% | Reduced |
| Venture Visionary Partners LLC | 204,009 | $69.5M | 4.10% | −4,890−2.3% | Reduced |
| Everence Capital Management Inc | 210,098 | $69.0M | 5.61% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 202,575 | $69.0M | 1.27% | +37,344+22.6% | Added |
| Davidson Investment Advisors | 202,144 | $68.8M | 4.34% | −24,170−10.7% | Reduced |
| Siemens Fonds Invest GmbH | 203,108 | $68.8M | 6.71% | +105+0.1% | Added |
| Calamos Wealth Management LLC | 201,645 | $68.7M | 5.05% | −778−0.4% | Reduced |
| Baldwin Brothers Inc | 201,555 | $68.6M | 5.63% | −21,207−9.5% | Reduced |
| FineMark National Bank & Trust | 201,137 | $68.5M | 2.81% | −1,771−0.9% | Reduced |
| ZWJ Investment Counsel Inc | 200,932 | $68.4M | 3.58% | −3,141−1.5% | Reduced |
| South State Corp. | 200,590 | $68.3M | 6.11% | −5,189−2.5% | Reduced |
| Paralel Advisors LLC | 200,000 | $68.1M | 3.64% | 00.0% | Unchanged |
| First American Bank | 199,613 | $68.0M | 5.89% | −5,820−2.8% | Reduced |
| Estabrook Capital Management | 199,474 | $67.9M | 11.32% | −5,036−2.5% | Reduced |
| Lannebo Fonder AB | 199,000 | $67.8M | 9.53% | +185,500+1,374.1% | Added |
| Lockheed Martin Investment Management Co | 198,980 | $67.8M | 3.89% | −23,350−10.5% | Reduced |
| Howard Capital Management Group, LLC | 198,871 | $67.7M | 6.31% | −2,724−1.4% | Reduced |
| Natixis Investment Managers International | 198,003 | $67.4M | 5.00% | −13,055−6.2% | Reduced |
| Lincoln National Corp | 196,899 | $67.1M | 1.33% | −1,476−0.7% | Reduced |
| Mutual Advisors, LLC | 196,619 | $67.0M | 2.54% | +892+0.5% | Added |
| Investment House LLC | 196,617 | $67.0M | 5.01% | −3,205−1.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 196,526 | $66.9M | 0.95% | +34,930+21.6% | Added |
| Compass Capital Management, Inc | 196,130 | $66.8M | 4.81% | −18,535−8.6% | Reduced |
| Pacific Sage Partners, LLC | 196,057 | $66.8M | 19.76% | −7,354−3.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 195,845 | $66.7M | 5.38% | +5,618+3.0% | Added |
| Wedbush Securities Inc | 195,813 | $66.7M | 3.18% | −10,747−5.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 195,179 | $66.4M | 1.53% | +152,996+362.7% | Added |
| Fulton Breakefield Broenniman LLC | 193,947 | $66.0M | 5.46% | +2,687+1.4% | Added |
| Taurus Asset Management, LLC | 192,490 | $65.6M | 7.62% | −2,709−1.4% | Reduced |
| Trust Co of Vermont | 192,486 | $65.5M | 4.27% | +4,320+2.3% | Added |
| Bard Financial Services, Inc. | 192,053 | $65.4M | 5.03% | −2,575−1.3% | Reduced |
| Kingsview Wealth Management, LLC | 192,023 | $65.4M | 2.56% | −1,905−1.0% | Reduced |
| Blacksheep Fund Management Ltd | 191,810 | $65.3M | 20.77% | −85,920−30.9% | Reduced |
| Asset Advisors Investment Management, LLC | 190,817 | $65.0M | 8.27% | −4,829−2.5% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 190,543 | $64.9M | 18.57% | +4,700+2.5% | Added |
| SeaTown Holdings Pte. Ltd. | 190,299 | $64.8M | 10.08% | −5,000−2.6% | Reduced |
| Sabal Trust CO | 189,959 | $64.7M | 4.11% | +14,906+8.5% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 189,900 | $64.7M | 0.76% | −10,000−5.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 189,872 | $64.6M | 6.70% | −16,700−8.1% | Reduced |
| Desjardins Global Asset Management Inc. | 189,590 | $64.6M | 7.44% | −38,329−16.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 188,992 | $64.4M | 4.22% | −3,337−1.7% | Reduced |
| SRS Investment Management, LLC | 188,660 | $64.2M | 0.74% | +188,660 | New |
| Granite Investment Partners, LLC | 188,568 | $64.2M | 2.56% | −5,727−2.9% | Reduced |
| First Long Island Investors, LLC | 188,530 | $64.2M | 6.17% | −9,935−5.0% | Reduced |
| Locust Wood Capital Advisers, LLC | 187,833 | $64.0M | 3.32% | −9,903−5.0% | Reduced |
| Vancity Investment Management Ltd | 187,794 | $64.0M | 8.23% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 187,302 | $63.8M | 3.21% | +91,373+95.3% | Added |
| Violich Capital Management, Inc. | 187,194 | $63.7M | 10.27% | −2,835−1.5% | Reduced |
| Gotham Asset Management, LLC | 186,929 | $63.7M | 1.38% | −4,964−2.6% | Reduced |
| Alta Capital Management LLC | 186,919 | $63.7M | 4.37% | −11,854−6.0% | Reduced |
| ExodusPoint Capital Management, LP | 186,870 | $63.6M | 0.74% | +64,577+52.8% | Added |
| Apollon Wealth Management, LLC | 186,798 | $63.6M | 3.07% | +34,458+22.6% | Added |
| E Fund Management Co., Ltd. | 186,660 | $63.6M | 5.03% | −19,523−9.5% | Reduced |
| Nellore Capital Management LLC | 186,500 | $63.5M | 11.88% | −23,000−11.0% | Reduced |
| LVM Capital Management Ltd | 186,308 | $63.4M | 8.48% | −2,961−1.6% | Reduced |
| Jones Financial Companies LLLP | 186,118 | $63.4M | 0.10% | +4,007+2.2% | Added |
| Thomasville National Bank | 185,858 | $63.3M | 6.04% | −136−0.1% | Reduced |
| Henshaw Capital LLC | 185,818 | $63.3M | 3.63% | 00.0% | Unchanged |
| Senator Investment Group LP | 185,000 | $63.0M | 2.86% | −15,000−7.5% | Reduced |
| Provident Investment Management, Inc. | 184,504 | $62.8M | 6.65% | −12,610−6.4% | Reduced |
| Heritage Wealth Advisors | 184,173 | $62.7M | 3.32% | +613+0.3% | Added |
| Resources Investment Advisors, LLC. | 182,478 | $62.1M | 1.38% | +4,470+2.5% | Added |
| Kovitz Investment Group Partners, LLC | 182,007 | $62.0M | 0.91% | +770+0.4% | Added |
| Harvest Volatility Management LLC | 181,610 | $61.8M | 12.40% | −29,264−13.9% | Reduced |
| Vestor Capital, LLC | 180,859 | $61.6M | 6.49% | +40,661+29.0% | Added |
| Polaris Capital Management, LLC | 180,126 | $61.3M | 2.30% | −6,200−3.3% | Reduced |
| Baker Avenue Asset Management, LP | 179,695 | $61.2M | 3.08% | −5,114−2.8% | Reduced |
| Valeo Financial Advisors, LLC | 209,902 | $61.1M | 2.79% | −6,994−3.2% | Reduced |
| JBF Capital, Inc. | 179,000 | $61.0M | 12.78% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 178,969 | $60.9M | 5.42% | +12,118+7.3% | Added |
| Milestones Administradora de Recursos Ltda. | 178,530 | $60.8M | 43.26% | −55,770−23.8% | Reduced |
| Baskin Financial Services Inc. | 177,582 | $60.5M | 5.81% | −5,969−3.3% | Reduced |
| Longbow Finance SA | 177,249 | $60.4M | 7.03% | −275−0.2% | Reduced |
| Allworth Financial LP | 177,045 | $60.3M | 0.51% | +7,726+4.6% | Added |
| Cumberland Partners Ltd | 176,955 | $60.3M | 5.53% | −7,881−4.3% | Reduced |
| Dundas Partners LLP | 176,877 | $60.2M | 5.67% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 176,342 | $60.1M | 5.17% | +5,336+3.1% | Added |
| Spire Wealth Management | 175,629 | $59.8M | 2.21% | +26,851+18.0% | Added |
| Power Corp of Canada | 174,915 | $59.6M | 6.19% | +455+0.3% | Added |
| United Services Automobile Association | 174,035 | $59.3M | 1.70% | +1,518+0.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 174,070 | $59.2M | 5.64% | +164,900+1,798.3% | Added |
| Azimuth Capital Investment Management LLC | 173,791 | $59.2M | 2.82% | +16,605+10.6% | Added |
| Simplex Trading, LLC | 171,935 | $58.5M | 2.49% | +171,935 | New |
| Bowie Capital Management, LLC | 171,745 | $58.5M | 7.62% | −17,292−9.1% | Reduced |
| Eagle Global Advisors LLC | 171,524 | $58.4M | 3.85% | −6,490−3.6% | Reduced |
| Capital Investment Advisors, LLC | 171,454 | $58.4M | 1.78% | −2,536−1.5% | Reduced |
| Woodstock Corp | 171,079 | $58.3M | 6.87% | −1,732−1.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 170,901 | $58.2M | 7.32% | −854−0.5% | Reduced |
| Sigma Planning Corp | 170,856 | $58.2M | 2.09% | −9,866−5.5% | Reduced |
| YHB Investment Advisors, Inc. | 170,808 | $58.2M | 5.43% | −5,610−3.2% | Reduced |
| Suncoast Equity Management | 170,443 | $58.0M | 8.71% | −40,382−19.2% | Reduced |
| Mastrapasqua Asset Management Inc | 170,438 | $58.0M | 6.53% | −1,516−0.9% | Reduced |
| TRB Advisors LP | 170,000 | $57.9M | 13.14% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 168,890 | $57.5M | 0.62% | −4,404−2.5% | Reduced |