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
- 4,680
- +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 | 6,238 | $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, 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 |
|---|---|---|---|---|---|
| Syntal Capital Partners, LLC | 6,873 | $1.65M | 0.65% | +21+0.3% | Added |
| MGO Private Wealth, LLC | 6,875 | $1.65M | 0.75% | −64−0.9% | Reduced |
| Column Capital Advisors, LLC | 6,888 | $1.65M | 0.27% | +904+15.1% | Added |
| Hartford Funds Management Co LLC | 6,909 | $1.66M | 0.17% | +4,410+176.5% | Added |
| Advance Capital Management, Inc. | 6,916 | $1.66M | 0.22% | −259−3.6% | Reduced |
| Arabesque Asset Management Ltd | 6,920 | $1.66M | 0.56% | −2,090−23.2% | Reduced |
| Northstar Advisory Group, LLC | 6,930 | $1.66M | 1.31% | −12,145−63.7% | Reduced |
| Element Pointe Advisors, LLC | 6,956 | $1.67M | 0.60% | +2,255+48.0% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 6,965 | $1.67M | 0.83% | −300−4.1% | Reduced |
| High Falls Advisors, Inc | 6,973 | $1.67M | 0.52% | −289−4.0% | Reduced |
| Shira Ridge Wealth Management | 6,981 | $1.67M | 1.15% | +6,981 | New |
| Compass Financial Advisors LLC | 6,983 | $1.67M | 2.26% | −104−1.5% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 6,988 | $1.68M | 1.48% | +178+2.6% | Added |
| LJI Wealth Management, LLC | 6,992 | $1.68M | 0.59% | +6,992 | New |
| WealthTrust Asset Management, LLC | 6,994 | $1.68M | 1.62% | −804−10.3% | Reduced |
| US Financial Advisors, LLC | 6,994 | $1.68M | 0.84% | +945+15.6% | Added |
| Islet Management, LP | 7,000 | $1.68M | 3.13% | +7,000 | New |
| Coastwise Capital Group, LLC | 7,022 | $1.68M | 2.00% | +589+9.2% | Added |
| Montis Financial, LLC | 7,026 | $1.68M | 1.43% | +126+1.8% | Added |
| CMG Global Holdings, LLC | 7,051 | $1.69M | 1.60% | −79−1.1% | Reduced |
| Cascade Investment Group, Inc. | 7,056 | $1.69M | 1.76% | +7,056 | New |
| Burns Matteson Capital Management, LLC | 7,067 | $1.69M | 1.12% | −150−2.1% | Reduced |
| Vanguard Capital Wealth Advisors | 7,071 | $1.70M | 1.96% | +67+1.0% | Added |
| Silverleafe Capital Partners, LLC | 7,072 | $1.70M | 1.12% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 7,080 | $1.70M | 0.62% | −881−11.1% | Reduced |
| Arbor Capital Management Inc | 7,133 | $1.70M | 1.51% | −246−3.3% | Reduced |
| Twin Focus Capital Partners, LLC | 7,106 | $1.70M | 0.36% | −286−3.9% | Reduced |
| Objective Capital Management, LLC | 7,111 | $1.71M | 1.69% | −63−0.9% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 7,124 | $1.71M | 0.34% | +273+4.0% | Added |
| Safeguard Investment Advisory Group, LLC | 7,154 | $1.72M | 1.06% | −46−0.6% | Reduced |
| Detalus Advisors, LLC | 7,162 | $1.72M | 0.84% | +960+15.5% | Added |
| TD Capital Management LLC | 7,165 | $1.72M | 0.22% | +84+1.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 7,177 | $1.72M | 0.01% | −4,225−37.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 7,652 | $1.72M | 0.70% | +531+7.5% | Added |
| Krane Funds Advisors LLC | 7,206 | $1.73M | 0.07% | −592−7.6% | Reduced |
| Community Bank of Raymore | 7,222 | $1.73M | 0.63% | +2,815+63.9% | Added |
| Genesee Capital Advisors, LLC | 7,226 | $1.73M | 1.29% | −102−1.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 7,227 | $1.73M | 1.07% | −783−9.8% | Reduced |
| Barden Capital Management, Inc. | 7,231 | $1.73M | 1.78% | +687+10.5% | Added |
| KB Financial Partners, LLC | 7,232 | $1.73M | 0.59% | −661−8.4% | Reduced |
| Manchester Financial Inc | 7,238 | $1.74M | 0.47% | −249−3.3% | Reduced |
| Firestone Capital Management | 7,282 | $1.75M | 0.65% | +60+0.8% | Added |
| Core Wealth Partners LLC | 13,098 | $1.75M | 2.17% | +13,098 | New |
| Tudor Investment Corp Et Al | 7,305 | $1.75M | 0.04% | −19,730−73.0% | Reduced |
| Truadvice, LLC | 7,300 | $1.75M | 0.92% | +1,328+22.2% | Added |
| Presilium Private Wealth, LLC | 7,317 | $1.75M | 0.74% | +7,317 | New |
| Blueprint Investment Partners LLC | 7,318 | $1.75M | 0.38% | +6,347+653.7% | Added |
| Lipe & Dalton | 7,318 | $1.75M | 1.01% | −435−5.6% | Reduced |
| Rappaport Reiches Capital Management, LLC | 7,330 | $1.76M | 0.87% | +513+7.5% | Added |
| Financial Advisory Group | 7,332 | $1.76M | 0.37% | −336−4.4% | Reduced |
| Aspire Private Capital, LLC | 7,332 | $1.76M | 0.63% | +45+0.6% | Added |
| Goepper Burkhardt LLC | 7,333 | $1.76M | 1.23% | +908+14.1% | Added |
| Charter Oak Capital Management, LLC | 7,349 | $1.76M | 0.26% | −137−1.8% | Reduced |
| Pinnacle Wealth Management, LLC | 7,349 | $1.76M | 2.12% | −82−1.1% | Reduced |
| WealthCare Investment Partners, LLC | 7,351 | $1.76M | 1.20% | −41−0.6% | Reduced |
| Bickling Financial Services, Inc. | 7,374 | $1.77M | 1.10% | +63+0.9% | Added |
| Callan Family Office, LLC | 7,386 | $1.77M | 0.57% | +7,386 | New |
| Baldrige Asset Management LLC | 7,394 | $1.77M | 0.79% | +213+3.0% | Added |
| Beacon Capital Management, LLC | 7,393 | $1.77M | 0.60% | +2,101+39.7% | Added |
| Elmwood Wealth Management, Inc. | 7,411 | $1.78M | 0.89% | +150+2.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 7,443 | $1.79M | 1.02% | +2,225+42.6% | Added |
| Granger Management LLC | 7,454 | $1.79M | 0.78% | −4,461−37.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,476 | $1.79M | 0.89% | −158−2.1% | Reduced |
| Tanager Wealth Management LLP | 7,476 | $1.79M | 0.48% | +6,096+441.7% | Added |
| Blackston Financial Advisory Group, LLC | 7,475 | $1.79M | 1.30% | +13+0.2% | Added |
| Alta Wealth Advisors LLC | 7,484 | $1.79M | 1.21% | −7,876−51.3% | Reduced |
| Alterna Wealth Management, Inc | 7,490 | $1.80M | 2.01% | +34+0.5% | Added |
| Aristides Capital LLC | 7,502 | $1.80M | 1.11% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 7,535 | $1.81M | 1.11% | −4,945−39.6% | Reduced |
| Clearview Wealth Advisors LLC | 7,541 | $1.81M | 1.40% | −237−3.0% | Reduced |
| Burton Enright Welch | 7,555 | $1.81M | 0.75% | +629+9.1% | Added |
| Groesbeck Investment Management Corp | 7,556 | $1.81M | 3.03% | −132−1.7% | Reduced |
| Retirement Capital Strategies | 7,562 | $1.81M | 0.89% | −3,226−29.9% | Reduced |
| Aprio Wealth Management, LLC | 7,564 | $1.81M | 0.64% | +374+5.2% | Added |
| RVW Wealth, LLC | 7,602 | $1.82M | 0.23% | +1,219+19.1% | Added |
| Redhawk Wealth Advisors, Inc. | 7,614 | $1.83M | 0.71% | −148−1.9% | Reduced |
| Clarity Wealth Advisors, LLC | 7,615 | $1.83M | 1.06% | +279+3.8% | Added |
| Quantamental Technologies LLC | 7,617 | $1.83M | 0.83% | +2,867+60.4% | Added |
| Northeast Financial Group, Inc. | 7,622 | $1.83M | 1.45% | −530−6.5% | Reduced |
| Willner & Heller, LLC | 7,625 | $1.83M | 2.60% | +132+1.8% | Added |
| Trevian Wealth Management LLC | 7,632 | $1.83M | 2.00% | +20.0% | Added |
| Parkside Advisors LLC | 7,649 | $1.83M | 0.64% | +1,053+16.0% | Added |
| Gill Capital Partners, LLC | 7,657 | $1.84M | 0.87% | +240+3.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 7,663 | $1.84M | 1.79% | −174−2.2% | Reduced |
| Full Sail Capital, LLC | 7,665 | $1.84M | 0.17% | −2,839−27.0% | Reduced |
| Watershed Private Wealth LLC | 7,673 | $1.84M | 1.40% | +7,673 | New |
| Werba Rubin Papier Wealth Management | 7,676 | $1.84M | 0.76% | +7,676 | New |
| Dimension Capital Management LLC | 7,688 | $1.84M | 0.43% | +437+6.0% | Added |
| Provence Wealth Management Group | 7,695 | $1.85M | 1.51% | +6,626+619.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 7,701 | $1.85M | 1.25% | −70−0.9% | Reduced |
| Kathmere Capital Management, LLC | 7,704 | $1.85M | 0.33% | +165+2.2% | Added |
| Difesa Capital Management, LP | 7,705 | $1.85M | 1.44% | +2,125+38.1% | Added |
| Outlook Wealth Advisors, LLC | 7,710 | $1.85M | 0.88% | +126+1.7% | Added |
| Tealwood Asset Management Inc | 7,718 | $1.85M | 0.97% | −40−0.5% | Reduced |
| Cypress Capital, LLC | 7,723 | $1.85M | 0.58% | −176−2.2% | Reduced |
| apricus wealth, LLC | 7,737 | $1.86M | 1.69% | −66−0.8% | Reduced |
| Fernwood Investment Management, LLC | 7,740 | $1.86M | 0.77% | +93+1.2% | Added |
| Storm King Capital Partners, LLC | 7,746 | $1.86M | 21.65% | 00.0% | Unchanged |
| Campbell Wealth Management | 7,766 | $1.86M | 0.26% | −36−0.5% | Reduced |
| Tillman Hartley LLC | 7,765 | $1.86M | 0.80% | +7,765 | New |