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 |
|---|---|---|---|---|---|
| WP Advisors, LLC | 7,799 | $1.87M | 0.84% | +12+0.2% | Added |
| Fortress Wealth Group, LLC | 7,805 | $1.87M | 1.31% | −182−2.3% | Reduced |
| BlackDiamond Wealth Management Inc. | 8,183 | $1.87M | 2.12% | +432+5.6% | Added |
| Beacon Financial Advisory LLC | 7,818 | $1.87M | 1.34% | −1,566−16.7% | Reduced |
| MinichMacGregor Wealth Management, LLC | 7,820 | $1.88M | 0.68% | −53−0.7% | Reduced |
| Next Level Private LLC | 8,259 | $1.88M | 1.38% | +100+1.2% | Added |
| Contravisory Investment Management, Inc. | 7,837 | $1.88M | 0.52% | −22,160−73.9% | Reduced |
| Advisory Resource Group | 7,853 | $1.88M | 0.56% | +213+2.8% | Added |
| Collective Family Office LLC | 7,874 | $1.89M | 0.85% | −142−1.8% | Reduced |
| Rockbridge Investment Management, LCC | 7,890 | $1.89M | 0.38% | +648+8.9% | Added |
| Sunburst Financial Group, LLC | 7,903 | $1.90M | 0.75% | +194+2.5% | Added |
| Magnolia Capital Management Ltd | 7,914 | $1.90M | 1.85% | −79−1.0% | Reduced |
| Aft, Forsyth & Sober, LLC | 7,925 | $1.90M | 0.86% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 7,930 | $1.90M | 1.76% | +97+1.2% | Added |
| Tyler-Stone Wealth Management | 7,942 | $1.91M | 1.30% | +8+0.1% | Added |
| Barnes Pettey Financial Advisors, LLC | 7,945 | $1.91M | 1.96% | +57+0.7% | Added |
| Oder Investment Management, LLC | 7,963 | $1.91M | 2.37% | +503+6.7% | Added |
| Astoria Portfolio Advisors LLC. | 7,953 | $1.91M | 0.90% | +1,457+22.4% | Added |
| Cornercap Investment Counsel Inc | 7,976 | $1.91M | 0.33% | −7,742−49.3% | Reduced |
| Washburn Capital Management, Inc. | 7,985 | $1.91M | 1.74% | +392+5.2% | Added |
| Lombard Odier Asset Management (USA) Corp | 8,000 | $1.92M | 0.31% | −81,139−91.0% | Reduced |
| Harbor Capital Advisors, Inc. | 8,000 | $1.92M | 1.90% | −7,037−46.8% | Reduced |
| Salvus Wealth Management, LLC | 8,014 | $1.92M | 1.76% | −247−3.0% | Reduced |
| FFT Wealth Management LLC | 8,021 | $1.92M | 0.25% | −30−0.4% | Reduced |
| LWMG, LLC | 8,026 | $1.92M | 0.69% | +8,026 | New |
| Zimmermann Investment Management & Planning LLC | 8,033 | $1.93M | 1.11% | +30+0.4% | Added |
| Pathway Financial Advisers, LLC | 8,029 | $1.93M | 0.78% | +8,029 | New |
| Clearwater Capital Advisors, LLC | 8,070 | $1.94M | 0.25% | +82+1.0% | Added |
| Aldebaran Financial Inc. | 8,072 | $1.94M | 2.16% | +2,402+42.4% | Added |
| Three Bridge Wealth Advisors, LLC | 8,087 | $1.94M | 1.04% | −269−3.2% | Reduced |
| Left Brain Wealth Management, LLC | 8,091 | $1.94M | 1.45% | +8,091 | New |
| GeoWealth Management, LLC | 8,094 | $1.94M | 0.21% | −3,553−30.5% | Reduced |
| Southland Equity Partners LLC | 8,119 | $1.95M | 0.75% | +987+13.8% | Added |
| Summit Financial Wealth Advisors, LLC | 8,121 | $1.95M | 0.47% | −875−9.7% | Reduced |
| Lane & Associates LLC | 8,152 | $1.95M | 1.85% | +8,152 | New |
| Golden Green, Inc. | 8,154 | $1.96M | 2.02% | +424+5.5% | Added |
| LWM Advisory Services, LLC | 8,152 | $1.96M | 2.16% | −7,891−49.2% | Reduced |
| NinePointTwo Capital | 8,202 | $1.97M | 0.82% | −726−8.1% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 8,212 | $1.97M | 0.80% | −141−1.7% | Reduced |
| Mascoma Wealth Management LLC | 8,223 | $1.97M | 0.63% | −362−4.2% | Reduced |
| MA Private Wealth | 8,234 | $1.97M | 0.48% | −1,051−11.3% | Reduced |
| Phillips Wealth Planners LLC | 7,288 | $1.98M | 3.45% | +7,288 | New |
| Latitude Advisors, LLC | 8,249 | $1.98M | 1.48% | −532−6.1% | Reduced |
| Menard Financial Group LLC | 8,252 | $1.98M | 4.72% | −3,289−28.5% | Reduced |
| Heron Financial Group, LLC | 8,907 | $1.98M | 1.32% | −207−2.3% | Reduced |
| Alliance Wealth Advisors, LLC | 8,262 | $1.98M | 1.65% | −687−7.7% | Reduced |
| Aua Capital Management, LLC | 8,263 | $1.98M | 1.35% | +533+6.9% | Added |
| LSP Investment Advisors, LLC | 8,280 | $1.99M | 0.87% | 00.0% | Unchanged |
| Aire Advisors, LLC | 8,321 | $1.99M | 0.61% | −1,709−17.0% | Reduced |
| Basso Capital Management, L.P. | 8,297 | $1.99M | 2.14% | +8,297 | New |
| Firethorn Wealth Partners, LLC | 8,311 | $1.99M | 1.68% | +506+6.5% | Added |
| Delap Wealth Advisory, LLC | 8,311 | $1.99M | 2.08% | +8,311 | New |
| Aletheian Wealth Advisors LLC | 8,330 | $2.00M | 1.72% | +3,326+66.5% | Added |
| Independent Wealth Network Inc. | 8,334 | $2.00M | 1.37% | +184+2.3% | Added |
| True Capital Management | 8,343 | $2.00M | 1.63% | +8,343 | New |
| Arbor Investment Advisors, LLC | 8,347 | $2.00M | 0.41% | +259+3.2% | Added |
| Vetamer Capital Management, L.P. | 8,351 | $2.00M | 2.77% | −6,143−42.4% | Reduced |
| Lakewood Asset Management LLC | 8,363 | $2.01M | 1.62% | +8,363 | New |
| Kaizen Financial Strategies | 8,408 | $2.01M | 1.99% | −636−7.0% | Reduced |
| PSI Advisors, LLC | 8,390 | $2.01M | 1.07% | +351+4.4% | Added |
| D. Scott Neal, Inc. | 8,399 | $2.01M | 0.98% | −1,589−15.9% | Reduced |
| Wilson & Boucher Capital Management, LLC | 8,447 | $2.03M | 2.08% | −100−1.2% | Reduced |
| Guerra Pan Advisors, LLC | 8,450 | $2.03M | 2.77% | 00.0% | Unchanged |
| Round Hill Asset Management | 8,459 | $2.03M | 1.25% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 8,472 | $2.03M | 1.68% | −231−2.7% | Reduced |
| Cora Capital Advisors LLC | 8,473 | $2.03M | 1.40% | +8,473 | New |
| Xcel Wealth Management, LLC | 8,485 | $2.03M | 0.80% | +1,100+14.9% | Added |
| Twin Lakes Capital Management, LLC | 8,490 | $2.04M | 1.57% | +15+0.2% | Added |
| Verity Asset Management, Inc. | 8,495 | $2.04M | 1.74% | −1,495−15.0% | Reduced |
| Bridgeworth, LLC | 8,496 | $2.04M | 0.32% | +1,502+21.5% | Added |
| Neumann Capital Management, LLC | 8,497 | $2.04M | 0.96% | −60−0.7% | Reduced |
| Ellis Investment Partners, LLC | 8,498 | $2.04M | 0.55% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 8,499 | $2.04M | 1.04% | 00.0% | Unchanged |
| Dalton Investments LLC | 8,500 | $2.04M | 1.76% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 8,501 | $2.04M | 0.96% | +1,213+16.6% | Added |
| Westhampton Capital, LLC | 8,517 | $2.04M | 1.38% | +650+8.3% | Added |
| Jessup Wealth Management, Inc | 8,519 | $2.04M | 1.30% | +8,519 | New |
| Southern Capital Advisors, LLC | 8,533 | $2.05M | 1.58% | +258+3.1% | Added |
| Transamerica Financial Advisors, Inc. | 8,534 | $2.05M | 0.29% | −577−6.3% | Reduced |
| Opal Wealth Advisors, LLC | 8,545 | $2.05M | 1.13% | +105+1.2% | Added |
| Pecaut & Co. | 8,546 | $2.05M | 0.97% | −416−4.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 8,586 | $2.06M | 1.02% | +8,586 | New |
| Global Strategic Investment Solutions, LLC | 8,587 | $2.06M | 0.14% | +47+0.6% | Added |
| American Investment Services, Inc. | 8,587 | $2.06M | 0.42% | −91−1.0% | Reduced |
| Olistico Wealth, LLC | 8,593 | $2.06M | 2.23% | +8,593 | New |
| Castle Wealth Management LLC | 8,595 | $2.06M | 1.30% | −496−5.5% | Reduced |
| Goodwin Daniel L | 8,605 | $2.06M | 1.05% | +50+0.6% | Added |
| Asset Allocation & Management Company, LLC | 8,621 | $2.07M | 0.80% | +4,119+91.5% | Added |
| One + One Wealth Management, LLC | 8,623 | $2.07M | 1.45% | −287−3.2% | Reduced |
| ASB Consultores, LLC | 8,628 | $2.07M | 0.86% | −1,122−11.5% | Reduced |
| Clark Financial Services Group Inc | 8,635 | $2.07M | 2.38% | +35+0.4% | Added |
| Penobscot Wealth Management | 8,651 | $2.08M | 1.80% | +487+6.0% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,666 | $2.08M | 0.68% | −10−0.1% | Reduced |
| Peoples Bank | 8,695 | $2.09M | 1.34% | −1,042−10.7% | Reduced |
| Mount Capital Ltd | 8,700 | $2.09M | 0.81% | 00.0% | Unchanged |
| TFB Advisors LLC | 8,704 | $2.09M | 1.75% | +8,704 | New |
| Gould Asset Management LLC | 8,709 | $2.09M | 0.63% | −170−1.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 8,712 | $2.09M | 0.86% | −835−8.7% | Reduced |
| Fermata Advisors, LLC | 8,728 | $2.09M | 0.62% | +888+11.3% | Added |
| Horizon Kinetics Asset Management LLC | 8,739 | $2.10M | 0.03% | −595−6.4% | Reduced |