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, 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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fca Corp | 5,274 | $1.26M | 0.51% | 00.0% | Unchanged |
| Doheny Asset Management | 5,282 | $1.27M | 1.47% | −2,540−32.5% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 5,286 | $1.27M | 0.33% | −1,505−22.2% | Reduced |
| Mainstay Capital Management LLC | 5,295 | $1.27M | 0.28% | +287+5.7% | Added |
| Willis Johnson & Associates, Inc. | 5,300 | $1.27M | 0.17% | −10−0.2% | Reduced |
| Truepoint, Inc. | 5,304 | $1.27M | 0.05% | −2,735−34.0% | Reduced |
| Tolleson Wealth Management, Inc. | 5,341 | $1.28M | 0.35% | +123+2.4% | Added |
| LFA - Lugano Financial Advisors SA | 5,348 | $1.28M | 0.95% | −1,266−19.1% | Reduced |
| Copperwynd Financial, LLC | 5,353 | $1.28M | 0.72% | −250−4.5% | Reduced |
| Kaydan Wealth Management, Inc. | 5,354 | $1.28M | 0.51% | −74−1.4% | Reduced |
| Meridian Wealth Partners, LLC | 5,355 | $1.28M | 0.30% | +84+1.6% | Added |
| Emfo, LLC | 5,358 | $1.28M | 1.29% | +3+0.1% | Added |
| One Charles Private Wealth Services, LLC | 5,358 | $1.28M | 0.83% | +297+5.9% | Added |
| Deseret Mutual Benefit Administrators | 5,358 | $1.28M | 0.53% | −3,581−40.1% | Reduced |
| Orgel Wealth Management, LLC | 5,370 | $1.29M | 0.05% | −248−4.4% | Reduced |
| Lewis Capital Management, LLC | 5,370 | $1.29M | 1.97% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 5,372 | $1.29M | 1.89% | −20−0.4% | Reduced |
| Castleview Partners, LLC | 5,389 | $1.29M | 1.26% | +240+4.7% | Added |
| Shulman DeMeo Asset Management LLC | 5,391 | $1.29M | 0.43% | +154+2.9% | Added |
| Clifford Group, LLC | 5,393 | $1.29M | 1.62% | +5,393 | New |
| Beacon Harbor Wealth Advisors, Inc. | 5,400 | $1.29M | 0.44% | +5,400 | New |
| Financial Strategies Group, Inc. | 5,412 | $1.30M | 0.54% | +394+7.9% | Added |
| Retirement Income Solutions, Inc | 5,416 | $1.30M | 0.41% | −1,120−17.1% | Reduced |
| Marotta Asset Management | 5,433 | $1.30M | 0.31% | +176+3.3% | Added |
| RHS Financial, LLC | 5,432 | $1.30M | 1.04% | −297−5.2% | Reduced |
| Droms Strauss Advisors Inc | 5,446 | $1.30M | 0.60% | +18+0.3% | Added |
| Wealth Advisors of Iowa, LLC | 5,438 | $1.30M | 1.07% | +701+14.8% | Added |
| Lionsbridge Wealth Management LLC | 5,450 | $1.31M | 1.27% | +177+3.4% | Added |
| Riverpoint Wealth Management Holdings, LLC | 5,453 | $1.31M | 0.48% | +12+0.2% | Added |
| Rodgers & Associates, LTD | 5,468 | $1.31M | 0.22% | −548−9.1% | Reduced |
| Prostatis Group LLC | 5,470 | $1.31M | 0.80% | −4,435−44.8% | Reduced |
| Connective Portfolio Management, LLC | 5,479 | $1.31M | 2.80% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 5,482 | $1.31M | 0.33% | +528+10.7% | Added |
| Select Asset Management & Trust | 5,485 | $1.31M | 1.58% | −106−1.9% | Reduced |
| White Lighthouse Investment Management Inc. | 5,487 | $1.32M | 0.36% | −49−0.9% | Reduced |
| Raleigh Capital Management Inc. | 5,498 | $1.32M | 0.69% | +11+0.2% | Added |
| Taconic Capital Advisors LP | 5,500 | $1.32M | 0.05% | +2,500+83.3% | Added |
| Ritter Daniher Financial Advisory LLC | 5,522 | $1.32M | 0.63% | +965+21.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 5,537 | $1.33M | 1.16% | +287+5.5% | Added |
| 4J Wealth Management LLC | 5,544 | $1.33M | 1.54% | +62+1.1% | Added |
| Rooted Wealth Advisors, Inc. | 5,554 | $1.33M | 1.12% | +5,554 | New |
| Matrix Trust Co | 5,611 | $1.35M | 0.34% | +1,701+43.5% | Added |
| Kades & Cheifetz LLC | 5,617 | $1.35M | 1.13% | +5,617 | New |
| Atwood & Palmer Inc | 5,625 | $1.35M | 0.12% | 00.0% | Unchanged |
| Aspireon Wealth Advisors | 5,635 | $1.35M | 0.69% | −83−1.5% | Reduced |
| Harbert Fund Advisors, Inc. | 5,650 | $1.35M | 1.17% | −5,600−49.8% | Reduced |
| United Community Bank | 5,650 | $1.35M | 1.31% | +105+1.9% | Added |
| Abacus Wealth Partners, LLC | 5,662 | $1.36M | 0.48% | +99+1.8% | Added |
| Teza Capital Management LLC | 5,674 | $1.36M | 0.26% | +588+11.6% | Added |
| Fiduciary Planning LLC | 5,682 | $1.36M | 0.66% | +3,438+153.2% | Added |
| Private Capital Management, LLC | 5,689 | $1.36M | 0.19% | +784+16.0% | Added |
| Hillsdale Investment Management Inc. | 5,689 | $1.36M | 0.12% | −210−3.6% | Reduced |
| Dean Investment Associates, LLC | 5,713 | $1.37M | 0.23% | −81−1.4% | Reduced |
| Joseph Group Capital Management | 5,716 | $1.37M | 1.30% | −103−1.8% | Reduced |
| TLWM | 5,721 | $1.37M | 0.50% | −6,005−51.2% | Reduced |
| Beach Investment Counsel Inc | 5,721 | $1.37M | 0.17% | −33,094−85.3% | Reduced |
| Cipher Capital LP | 5,739 | $1.38M | 0.26% | −20,029−77.7% | Reduced |
| Ullmann Financial Group, Inc. | 5,754 | $1.38M | 0.34% | +139+2.5% | Added |
| Indie Asset Partners, LLC | 5,763 | $1.38M | 1.51% | 00.0% | Unchanged |
| Columbia Advisory Partners LLC | 5,790 | $1.39M | 1.32% | +1,099+23.4% | Added |
| Capitol Family Office, Inc. | 5,792 | $1.39M | 2.81% | +3,169+120.8% | Added |
| First Citizens Financial Corp | 5,792 | $1.39M | 1.20% | +400+7.4% | Added |
| Capital Financial Services, LLC | 5,807 | $1.39M | 1.92% | −125−2.1% | Reduced |
| Legacy Financial Strategies, LLC | 5,831 | $1.40M | 0.58% | +912+18.5% | Added |
| Tillar-Wenstrup Advisors, LLC | 5,835 | $1.40M | 0.68% | +284+5.1% | Added |
| Campion Asset Management LLC | 5,834 | $1.40M | 1.37% | −380−6.1% | Reduced |
| Mason & Associates Inc | 5,840 | $1.40M | 0.45% | +111+1.9% | Added |
| Rock Point Advisors, LLC | 5,840 | $1.40M | 0.48% | −125−2.1% | Reduced |
| VELA Investment Management, LLC | 5,858 | $1.40M | 0.69% | +696+13.5% | Added |
| Comprehensive Wealth Management, LLC | 5,870 | $1.41M | 1.30% | +3,587+157.1% | Added |
| Oak Family Advisors, LLC | 5,872 | $1.41M | 0.75% | −607−9.4% | Reduced |
| Motive Wealth Advisors | 5,894 | $1.41M | 1.08% | +138+2.4% | Added |
| Paul Damon & Associates, Inc. | 5,916 | $1.42M | 1.16% | +5,916 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,925 | $1.42M | 0.44% | +5,925 | New |
| Check Capital Management Inc | 5,929 | $1.42M | 0.14% | −25−0.4% | Reduced |
| Waypoint Wealth Partners Inc. | 5,929 | $1.42M | 0.56% | +5,929 | New |
| Bain Capital Public Equity, LP | 5,930 | $1.42M | 1.24% | +5,930 | New |
| Emerald Mutual Fund Advisers Trust | 5,933 | $1.42M | 0.09% | −1,020−14.7% | Reduced |
| Requisite Capital Management, LLC | 5,947 | $1.43M | 0.46% | −50−0.8% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 5,949 | $1.43M | 1.38% | +6+0.1% | Added |
| Doliver Advisors, LP | 5,949 | $1.43M | 0.47% | −1,094−15.5% | Reduced |
| Wallace Advisory Group, LLC | 5,950 | $1.43M | 1.13% | +5,950 | New |
| Coastal Capital Group, Inc. | 6,139 | $1.43M | 0.42% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 5,963 | $1.43M | 0.94% | +61+1.0% | Added |
| OneAscent Financial Services LLC | 5,986 | $1.44M | 0.61% | −2,642−30.6% | Reduced |
| RIA Advisory Group LLC | 7,656 | $1.44M | 0.83% | +7,656 | New |
| Symmetry Investments LP | 6,000 | $1.44M | 0.70% | −10,349−63.3% | Reduced |
| Granite Point Capital Management, L.P. | 6,000 | $1.44M | 1.74% | −2,000−25.0% | Reduced |
| Viking Fund Management LLC | 6,000 | $1.44M | 0.29% | 00.0% | Unchanged |
| Latash Investments, LLC | 6,000 | $1.44M | 1.17% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 6,000 | $1.44M | 0.31% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 6,000 | $1.44M | 0.72% | +1,000+20.0% | Added |
| Professional Financial Advisors, LLC | 6,002 | $1.44M | 0.97% | +47+0.8% | Added |
| Autus Asset Management, LLC | 6,004 | $1.44M | 0.26% | −201−3.2% | Reduced |
| Navellier & Associates Inc | 6,021 | $1.44M | 0.29% | +175+3.0% | Added |
| Caldwell Sutter Capital, Inc. | 6,062 | $1.45M | 1.28% | +6,062 | New |
| Interchange Capital Partners, LLC | 6,070 | $1.46M | 1.48% | −756−11.1% | Reduced |
| Boothbay Fund Management, LLC | 6,071 | $1.46M | 0.05% | −5,812−48.9% | Reduced |
| Echo45 Advisors LLC | 6,073 | $1.46M | 1.31% | +139+2.3% | Added |
| Horan Securities, Inc. | 6,083 | $1.46M | 0.82% | +51+0.8% | Added |