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 |
|---|---|---|---|---|---|
| Intelligent Financial Strategies | 6,087 | $1.46M | 1.23% | +579+10.5% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 6,107 | $1.46M | 1.41% | +6,107 | New |
| Primoris Wealth Advisors, LLC | 6,110 | $1.47M | 2.26% | −100−1.6% | Reduced |
| GenTrust, LLC | 6,147 | $1.47M | 0.13% | −2,276−27.0% | Reduced |
| Seed Wealth Management, Inc. | 6,162 | $1.48M | 1.69% | +6,162 | New |
| Capital Directions Investment Advisors, LLC | 6,163 | $1.48M | 0.55% | +6,163 | Added |
| Kraft, Davis & Associates, LLC | 5,483 | $1.48M | 0.59% | +5,483 | New |
| WFA of San Diego, LLC | 6,171 | $1.48M | 1.13% | −58−0.9% | Reduced |
| Rain Capital Management, LLC | 6,189 | $1.48M | 1.11% | +6,189 | New |
| FirstPurpose Wealth LLC | 6,190 | $1.48M | 0.83% | +362+6.2% | Added |
| Triad Financial Advisors, Inc. | 6,193 | $1.49M | 0.66% | −958−13.4% | Reduced |
| Guild Investment Management, Inc. | 6,196 | $1.49M | 2.54% | −220−3.4% | Reduced |
| Pathway Financial Advisors LLC | 6,200 | $1.49M | 0.46% | −2,130−25.6% | Reduced |
| LGT Financial Advisors LLC | 6,201 | $1.49M | 1.75% | +6,201 | New |
| Northern Capital Management, Inc. | 6,208 | $1.49M | 1.43% | +1,408+29.3% | Added |
| Old North State Wealth Management, LLC | 6,195 | $1.49M | 1.50% | −27−0.4% | Reduced |
| New World Advisors LLC | 6,210 | $1.49M | 0.51% | −825−11.7% | Reduced |
| Vertex Planning Partners, LLC | 6,215 | $1.49M | 0.58% | +6,215 | New |
| Hexagon Capital Partners LLC | 6,220 | $1.49M | 0.43% | +76+1.2% | Added |
| KWB Wealth | 6,222 | $1.49M | 0.28% | −5,519−47.0% | Reduced |
| DecisionPoint Financial, LLC | 6,223 | $1.49M | 0.91% | +6,223 | New |
| Tevis Investment Management | 6,225 | $1.49M | 1.59% | +775+14.2% | Added |
| Cunning Capital Partners, LP | 6,225 | $1.49M | 1.06% | −5,750−48.0% | Reduced |
| Cornerstone National Bank & Trust Co | 6,231 | $1.49M | 0.83% | −20−0.3% | Reduced |
| Paradigm Capital Management, LLC | 6,231 | $1.49M | 2.19% | 00.0% | Unchanged |
| Hill Island Financial LLC | 6,243 | $1.50M | 0.65% | +1,715+37.9% | Added |
| Alterity Financial Group, LLC | 6,245 | $1.50M | 2.43% | −122−1.9% | Reduced |
| Reuter James Wealth Management, LLC | 6,251 | $1.50M | 1.09% | +75+1.2% | Added |
| Tennessee Valley Asset Management Partners | 6,269 | $1.50M | 0.52% | −487−7.2% | Reduced |
| Intrepid Financial Planning Group LLC | 6,271 | $1.50M | 0.82% | +120+2.0% | Added |
| Profit Investment Management, LLC | 6,272 | $1.50M | 1.06% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 6,288 | $1.51M | 2.16% | −534−7.8% | Reduced |
| PRW Wealth Management LLC | 6,300 | $1.51M | 0.65% | −33−0.5% | Reduced |
| Deuterium Capital Management, LLC | 6,300 | $1.51M | 4.51% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 6,324 | $1.52M | 1.35% | +6,324 | New |
| EWG Elevate Inc. | 6,324 | $1.52M | 0.76% | +1,284+25.5% | Added |
| Hummer Financial Advisory Services Inc | 6,330 | $1.52M | 1.67% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 6,341 | $1.52M | 0.40% | −226−3.4% | Reduced |
| Cooper/Haims Advisors, LLC | 6,343 | $1.52M | 1.08% | −239−3.6% | Reduced |
| Colton Groome Financial Advisors, LLC | 6,356 | $1.52M | 0.75% | +2,327+57.8% | Added |
| Cortland Associates Inc | 6,371 | $1.53M | 0.25% | −104−1.6% | Reduced |
| CastleKnight Management LP | 6,375 | $1.53M | 0.44% | −1,100−14.7% | Reduced |
| SJS Investment Consulting Inc. | 6,379 | $1.53M | 0.46% | −715−10.1% | Reduced |
| Birchcreek Wealth Management, LLC | 6,381 | $1.53M | 1.36% | +27+0.4% | Added |
| Granite Bay Wealth Management, LLC | 6,382 | $1.53M | 1.00% | −467−6.8% | Reduced |
| Navalign, LLC | 6,389 | $1.53M | 0.63% | +4+0.1% | Added |
| FOCUS Wealth Advisors, LLC | 6,389 | $1.53M | 1.06% | −122−1.9% | Reduced |
| Cedar Wealth Management, LLC | 6,392 | $1.53M | 0.76% | −164−2.5% | Reduced |
| CMC Financial Group | 6,189 | $1.53M | 2.46% | +7+0.1% | Added |
| Cohen & Steers, Inc. | 6,399 | $1.53M | 0.00% | 00.0% | Unchanged |
| Meridian Financial, LLC | 6,401 | $1.54M | 1.62% | −163−2.5% | Reduced |
| McGowan Group Asset Management, Inc. | 6,403 | $1.54M | 0.24% | +935+17.1% | Added |
| Family Firm, Inc. | 6,412 | $1.54M | 0.45% | +753+13.3% | Added |
| Rocky Mountain Advisers, LLC | 6,422 | $1.54M | 0.85% | +352+5.8% | Added |
| Twelve Points Wealth Management LLC | 6,423 | $1.54M | 1.05% | +826+14.8% | Added |
| Arq Wealth Advisors, LLC | 6,426 | $1.54M | 1.01% | +96+1.5% | Added |
| Red Cedar Capital, LLC | 6,434 | $1.54M | 0.98% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 6,438 | $1.54M | 0.84% | +6,438 | New |
| Single Point Partners, LLC | 6,453 | $1.55M | 0.37% | −3,093−32.4% | Reduced |
| Texas Capital Bancshares Inc | 6,461 | $1.55M | 1.09% | +97+1.5% | Added |
| Momentum Advisors, LLC | 6,481 | $1.55M | 1.57% | −109−1.7% | Reduced |
| Human Investing LLC | 6,499 | $1.56M | 0.40% | −1,654−20.3% | Reduced |
| F3Logic, LLC | 6,506 | $1.56M | 0.33% | −210−3.1% | Reduced |
| Gallagher Benefit Services, Inc. | 6,506 | $1.56M | 0.33% | +6,506 | New |
| N.E.W. Advisory Services LLC | 6,525 | $1.56M | 0.24% | +1,096+20.2% | Added |
| Triton Wealth Management, PLLC | 6,608 | $1.57M | 0.96% | −43−0.6% | Reduced |
| Norwood Financial Corp | 6,600 | $1.58M | 2.49% | +27+0.4% | Added |
| Fairbanks Capital Management, Inc. | 6,603 | $1.58M | 1.41% | −11−0.2% | Reduced |
| Westshore Wealth, LLC | 6,608 | $1.58M | 0.90% | +6+0.1% | Added |
| ERTS Wealth Advisors, LLC | 6,617 | $1.59M | 0.41% | −193−2.8% | Reduced |
| Ade, LLC | 6,625 | $1.59M | 1.21% | +75+1.1% | Added |
| BCS Wealth Management | 6,640 | $1.59M | 0.67% | −41−0.6% | Reduced |
| AllSquare Wealth Management LLC | 6,639 | $1.59M | 1.09% | +400+6.4% | Added |
| First National Bank Sioux Falls | 6,649 | $1.59M | 1.16% | +545+8.9% | Added |
| Smallwood Wealth Investment Management, LLC | 6,660 | $1.60M | 1.35% | +7+0.1% | Added |
| Coho Partners, Ltd. | 6,694 | $1.60M | 0.03% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 6,698 | $1.61M | 1.18% | −161−2.3% | Reduced |
| Scott Investment Partners LLP | 6,700 | $1.61M | 3.88% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 6,703 | $1.61M | 0.51% | +187+2.9% | Added |
| Heritage Wealth Partners, LLC | 6,630 | $1.61M | 1.48% | +6,630 | New |
| Sharkey, Howes & Javer | 6,721 | $1.61M | 0.37% | +10.0% | Added |
| Aurora Private Wealth, Inc. | 6,720 | $1.61M | 1.84% | +1,339+24.9% | Added |
| Sonoma Private Wealth LLC | 6,731 | $1.61M | 3.57% | +6,731 | New |
| Owen LaRue, LLC | 7,046 | $1.61M | 1.75% | +7,046 | New |
| Virtu Financial LLC | 6,733 | $1.61M | 0.21% | −48,779−87.9% | Reduced |
| KFA Private Wealth Group, LLC | 6,737 | $1.62M | 0.82% | −47−0.7% | Reduced |
| Roble, Belko & Company, Inc | 6,751 | $1.62M | 0.34% | +145+2.2% | Added |
| MPS Loria Financial Planners, LLC | 6,759 | $1.62M | 0.72% | −462−6.4% | Reduced |
| TrueWealth Advisors, LLC | 6,775 | $1.62M | 0.71% | +123+1.8% | Added |
| Eldridge Investment Advisors, Inc. | 6,775 | $1.63M | 0.57% | +151+2.3% | Added |
| Beaird Harris Wealth Management, LLC | 6,778 | $1.63M | 0.30% | +950+16.3% | Added |
| Wolff Financial Management LLC | 6,839 | $1.64M | 0.61% | −234−3.3% | Reduced |
| Heritage Financial Services, LLC | 6,839 | $1.64M | 0.42% | +965+16.4% | Added |
| Claris Advisors, LLC | 6,842 | $1.64M | 1.56% | +180+2.7% | Added |
| Johnson Bixby & Associates, LLC | 6,842 | $1.64M | 0.38% | −146−2.1% | Reduced |
| Cowen Prime Advisors LLC | 6,850 | $1.64M | 0.68% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 6,861 | $1.65M | 0.22% | −120−1.7% | Reduced |
| West Wealth Group, LLC | 6,864 | $1.65M | 0.82% | +453+7.1% | Added |
| Cedrus LLC | 6,873 | $1.65M | 1.33% | +65+1.0% | Added |
| Syntal Capital Partners, LLC | 6,873 | $1.65M | 0.65% | +21+0.3% | Added |