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Livermore
ZHEN

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; 6,247 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, Q4 2022

Institutional positions in Microsoft Corp as of Dec 31, 2022. 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
4,679
+274 vs. Q3 2022
Shares held
5.28B
+36.6M (+0.7%) vs. Q3 2022
Total value
$1.27T
+$43.2B (+3.5%) vs. Q3 2022
New holders
404
1,898 more added
Sold out
130
2,048 more reduced

103 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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.

Institutional holdersQ4 2022: 4,679 institutions
Q1 2021: 4,005 institutionsQ2 2021: 3,989 institutionsQ3 2021: 4,035 institutionsQ4 2021: 4,553 institutionsQ1 2022: 4,549 institutionsQ2 2022: 4,515 institutionsQ3 2022: 4,508 institutionsQ4 2022: 4,679 institutionsQ1 2023: 4,717 institutionsQ2 2023: 4,815 institutionsQ3 2023: 4,861 institutionsQ4 2023: 5,216 institutionsQ1 2024: 5,240 institutionsQ2 2024: 5,269 institutionsQ3 2024: 5,301 institutionsQ4 2024: 5,876 institutionsQ1 2025: 5,776 institutionsQ2 2025: 5,828 institutionsQ3 2025: 5,865 institutionsQ4 2025: 6,329 institutionsQ1 2026: 6,237 institutionsQ2 2026: 6,247 institutions
Value heldQ4 2022: $1.27T
Q1 2021: $1.26TQ2 2021: $1.43TQ3 2021: $1.49TQ4 2021: $1.77TQ1 2022: $1.61TQ2 2022: $1.34TQ3 2022: $1.23TQ4 2022: $1.27TQ1 2023: $1.52TQ2 2023: $1.79TQ3 2023: $1.66TQ4 2023: $1.99TQ1 2024: $2.23TQ2 2024: $2.37TQ3 2024: $2.27TQ4 2024: $2.26TQ1 2025: $2.01TQ2 2025: $2.67TQ3 2025: $2.76TQ4 2025: $2.66TQ1 2026: $1.99TQ2 2026: $2.05T
Institutions holding MSFT and their total value by quarter
QuarterHoldersValue
Q2 20266,247$2.05T
Q1 20266,237$1.99T
Q4 20256,329$2.66T
Q3 20255,865$2.76T
Q2 20255,828$2.67T
Q1 20255,776$2.01T
Q4 20245,876$2.26T
Q3 20245,301$2.27T
Q2 20245,269$2.37T
Q1 20245,240$2.23T
Q4 20235,216$1.99T
Q3 20234,861$1.66T
Q2 20234,815$1.79T
Q1 20234,717$1.52T
Q4 20224,679$1.27T
Q3 20224,508$1.23T
Q2 20224,515$1.34T
Q1 20224,549$1.61T
Q4 20214,553$1.77T
Q3 20214,035$1.49T
Q2 20213,989$1.43T
Q1 20214,005$1.26T

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q3 2022.

Institutions holding MSFT in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
First Command Advisory Services, Inc.44$00.00%+7+18.9%Added
Alken Asset Management Ltd.4,693$00.00%+4,693New
PEAK6 Investments LLC8$1.95K0.00%−113,143−100.0%Reduced
Berkshire Capital Holdings Inc10$2.40K0.00%00.0%Unchanged
Belvedere Trading LLC25$6.00K0.00%+25New
Advisors Preferred, LLC39$9.34K0.00%+39New
BBJS Financial Advisors, LLC51$12.1K0.01%+51New
Longfellow Investment Management Co LLC51$12.2K0.00%+4+8.5%Added
Insight Financial Services65$15.7K0.03%00.0%Unchanged
Win Advisors, Inc76$18.2K0.01%+9+13.4%Added
Syverson Strege & Co79$18.9K0.01%+49+163.3%Added
Kathleen S. Wright Associates Inc.89$21.0K0.01%00.0%Unchanged
Gleason Group, Inc.94$22.4K0.01%+1+1.1%Added
Lion Point Capital, LP100$23.0K0.01%00.0%Unchanged
Iron Horse Wealth Management, LLC110$26.0K0.01%+110New
Sofos Investments, Inc.2,278$27.1K0.29%−2,566−53.0%Reduced
Thomas J. Herzfeld Advisors, Inc.152$36.5K0.01%−4−2.6%Reduced
DB Fitzpatrick & Co, Inc153$36.7K0.04%00.0%Unchanged
Retirement Financial Solutions, LLC165$39.5K0.03%+165New
Wells Financial Advisors INC170$40.8K0.03%00.0%Unchanged
McCarthy Grittinger Financial Group, LLC192$46.0K0.02%00.0%Unchanged
Carolina Wealth Advisors, LLC218$52.0K0.03%−50−18.7%Reduced
Barometer Capital Management Inc.220$52.8K0.02%+220New
Turim 21 Investimentos Ltda.224$53.7K0.03%00.0%Unchanged
PayPay Securities Corp225$54.0K3.62%+225New
QVR LLC249$59.7K0.09%−52,987−99.5%Reduced
Macroview Investment Management LLC255$61.2K0.10%+255New
Avondale Wealth Management256$61.4K0.05%−150−36.9%Reduced
Morgan Dempsey Capital Management LLC295$70.7K0.02%−58−16.4%Reduced
Grayhawk Investment Strategies Inc.315$75.5K0.06%00.0%Unchanged
Family CFO Inc316$75.8K0.07%00.0%Unchanged
VitalStone Financial, LLC337$79.0K0.05%+337New
Evolution Advisers, Inc.341$81.0K0.06%+11+3.3%Added
MayTech Global Investments, LLC348$83.4K0.03%+348New
Beutel, Goodman & Co Ltd.411$98.0K0.00%00.0%Unchanged
Luken Investment Analytics, LLC414$99.3K0.06%+414New
Disciplined Equity Management, Inc.430$103.0K0.09%+430New
Bromfield Sneider Wealth Advisors444$106.5K0.10%00.0%Unchanged
Elequin Capital LP496$119.0K0.03%+496New
Roth Financial Partners LLC500$120.0K0.09%00.0%Unchanged
Bay Harbor Wealth Management, LLC524$126.0K0.06%−3−0.6%Reduced
Schubert & Co562$134.8K0.12%−155−21.6%Reduced
Your Advocates Ltd., LLP592$142.0K0.08%00.0%Unchanged
Savior LLC600$143.9K0.13%00.0%Unchanged
Bramshill Investments, LLC608$145.8K0.02%−3,091−83.6%Reduced
Adirondack Retirement Specialists, Inc.611$146.5K0.17%−1−0.2%Reduced
Clear Perspectives Financial Planning, LLC614$147.2K0.08%−6−1.0%Reduced
WFA Asset Management Corp614$147.3K0.10%−60−8.9%Reduced
Cornerstone Management, Inc.620$148.7K0.04%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.621$148.9K0.17%+621New
Gyon Technologies Capital Management, LP625$149.9K0.06%+625New
Align Wealth Management, LLC665$154.9K0.13%+665New
Core Wealth Advisors, Inc.656$157.3K0.07%−5,414−89.2%Reduced
Cutler Capital Management, LLC672$161.1K0.07%+1+0.1%Added
Maryland Capital Advisors Inc.696$166.9K0.16%00.0%Unchanged
JDM Financial Group LLC706$169.3K0.16%+706New
PFG Private Wealth Management, LLC719$173.0K0.11%−11−1.5%Reduced
Portland Hill Asset Management Ltd731$176.0K0.49%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co736$177.0K0.07%+736New
Granite FO LLC700$178.6K0.14%+700New
Goodwin Investment Advisory786$188.5K0.13%00.0%Unchanged
Legend Financial Advisors, Inc.789$189.2K0.17%+185+30.6%Added
Skylands Capital, LLC790$189.5K0.03%00.0%Unchanged
New Harbor Financial Group, LLC805$193.1K0.09%−90−10.1%Reduced
Delta Accumulation, LLC809$194.0K5.24%+2+0.2%Added
Beacon Bridge Wealth Partners, LLC846$202.9K0.15%+846New
Halpern Financial, Inc.850$203.8K0.07%−13−1.5%Reduced
Kendall Capital Management852$204.0K0.10%−10−1.2%Reduced
Hillcrest Wealth Advisors - NY, LLC858$205.8K0.12%00.0%Unchanged
TKG Advisors, LLC861$206.5K0.14%−13,304−93.9%Reduced
ETF Portfolio Partners, Inc.864$207.2K0.09%00.0%Unchanged
Valley Forge Investment Consultants Inc Adv872$209.1K0.11%−44−4.8%Reduced
Blueshift Asset Management, LLC875$209.8K0.10%−11,990−93.2%Reduced
Silphium Asset Management Ltd883$211.8K0.21%−3,000−77.3%Reduced
Inspire Advisors, LLC895$214.6K0.05%−71−7.3%Reduced
BancFirst Trust & Investment Management891$215.0K0.12%−251−22.0%Reduced
Lam Group, Inc.899$215.6K0.22%+899New
Mills Wealth Advisors LLC901$216.0K0.20%+901New
Sanchez Wealth Management Group901$216.1K0.11%+1+0.1%Added
Briaud Financial Planning, Inc907$217.0K0.18%−436−32.5%Reduced
Investments & Financial Planning, LLC907$217.6K0.21%+907New
Spectrum Financial Alliance Ltd LLC908$217.8K0.11%+908New
Atwater Malick LLC928$222.6K0.11%−65−6.5%Reduced
Union Investments & Development Ltd.900$223.0K0.13%00.0%Unchanged
Landmark Wealth Management, LLC935$224.0K0.16%+14+1.5%Added
Cornerstone Retirement Group, Inc.935$224.2K0.07%+935New
ESG Planning940$225.5K0.28%−1,268−57.4%Reduced
Peak Financial Advisors LLC942$225.9K0.21%−330−25.9%Reduced
Sage Financial Group Inc942$225.9K0.03%00.0%Unchanged
Rice Hall James & Associates, LLC944$226.4K0.01%00.0%Unchanged
Piershale Financial Group, Inc.952$228.3K0.19%−366−27.8%Reduced
Perritt Capital Management Inc952$228.3K0.13%−25−2.6%Reduced
Virtus Investment Advisers, Inc.952$228.3K0.15%00.0%Unchanged
Triune Financial Partners, LLC953$228.5K0.11%+10+1.1%Added
Rye Brook Capital LLC955$229.0K0.15%00.0%Unchanged
Integrated Capital Management, Inc.955$229.0K0.21%00.0%Unchanged
Gagnon Securities LLC958$229.7K0.05%+48+5.3%Added
Boulder Wealth Advisors, LLC960$230.0K0.21%+960New
Marmo Financial Group, LLC960$230.2K0.22%+960New
Leverty Financial Group, LLC964$231.3K0.20%−59−5.8%Reduced