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
- 2,047 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 |
|---|---|---|---|---|---|
| Alhambra Investment Partners LLC | 8,744 | $2.10M | 1.53% | −233−2.6% | Reduced |
| Lumature Wealth Partners, LLC | 8,744 | $2.10M | 1.17% | −78−0.9% | Reduced |
| KC Investment Advisors, LLC | 8,744 | $2.10M | 1.98% | −3,425−28.1% | Reduced |
| Sterneck Capital Management, LLC | 8,774 | $2.10M | 1.40% | −28−0.3% | Reduced |
| TTP Investments, Inc. | 8,774 | $2.10M | 2.24% | −1,059−10.8% | Reduced |
| Cypress Wealth Services, LLC | 8,803 | $2.11M | 0.68% | +579+7.0% | Added |
| Traverso Chambers Private Wealth Management, LLC | 8,818 | $2.11M | 0.61% | +8+0.1% | Added |
| Cutter & CO Brokerage, Inc. | 8,819 | $2.12M | 0.72% | −382−4.2% | Reduced |
| Northern Financial Advisors Inc | 8,837 | $2.12M | 2.40% | +8,837 | New |
| Wagner Wealth Management, LLC | 8,845 | $2.12M | 1.31% | +961+12.2% | Added |
| Mayport, LLC | 8,850 | $2.12M | 1.59% | −189−2.1% | Reduced |
| Focused Wealth Management, Inc | 8,857 | $2.12M | 0.43% | +255+3.0% | Added |
| TMD Wealth Management, LLC | 8,862 | $2.13M | 0.95% | +94+1.1% | Added |
| Baron Wealth Management LLC | 8,862 | $2.13M | 1.63% | +8,862 | New |
| Red Wave Investments LLC | 8,873 | $2.13M | 0.90% | −831−8.6% | Reduced |
| Oliver Luxxe Assets LLC | 8,882 | $2.13M | 0.59% | −175−1.9% | Reduced |
| Titleist Asset Management, Ltd. | 8,902 | $2.13M | 0.50% | −508−5.4% | Reduced |
| MB, Levis & Associates, LLC | 8,914 | $2.14M | 1.67% | +8,914 | New |
| Berkeley, Inc | 8,937 | $2.14M | 1.62% | +3,738+71.9% | Added |
| QP Wealth Management, LLC | 8,949 | $2.15M | 3.34% | −1,295−12.6% | Reduced |
| Pointe Capital Management LLC | 8,963 | $2.15M | 1.66% | +64+0.7% | Added |
| First National Corp | 8,970 | $2.15M | 0.53% | −655−6.8% | Reduced |
| Conway Capital Management, Inc. | 8,970 | $2.15M | 2.18% | +100+1.1% | Added |
| Claraphi Advisory Network, LLC | 8,970 | $2.15M | 0.86% | +3,343+59.4% | Added |
| S.C. Financial Services, Inc. | 8,977 | $2.15M | 3.31% | +845+10.4% | Added |
| Evergreen Wealth Management, LLC | 8,984 | $2.15M | 1.98% | +8,984 | New |
| Tarbox Family Office, Inc. | 8,999 | $2.16M | 0.47% | +536+6.3% | Added |
| Colonial River Wealth Management, LLC | 9,000 | $2.16M | 1.38% | +193+2.2% | Added |
| Provident Trust Co | 9,004 | $2.16M | 0.06% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 9,022 | $2.16M | 2.12% | −697−7.2% | Reduced |
| McAlister, Sweet & Associates, Inc. | 9,026 | $2.16M | 3.21% | +151+1.7% | Added |
| Goldstream Capital Management Ltd | 9,030 | $2.17M | 3.19% | −420−4.4% | Reduced |
| CenterStar Asset Management, LLC | – | $2.17M | 4.04% | – | – |
| DMG Group, LLC | 9,063 | $2.17M | 2.45% | +72+0.8% | Added |
| Ti-Trust, Inc | 9,055 | $2.17M | 2.07% | +422+4.9% | Added |
| Register Financial Advisors LLC | 9,060 | $2.17M | 1.39% | +9,060 | New |
| Tortoise Investment Management, LLC | 9,074 | $2.18M | 0.38% | −917−9.2% | Reduced |
| Sunflower Bank, N.A. | 9,079 | $2.18M | 0.47% | −1,333−12.8% | Reduced |
| Merrion Investment Management Co, LLC | 9,086 | $2.18M | 2.03% | −150−1.6% | Reduced |
| Apeiron RIA LLC | 9,129 | $2.19M | 0.84% | +167+1.9% | Added |
| Walker Asset Management, LLC | 9,135 | $2.19M | 1.90% | +551+6.4% | Added |
| Delta Capital Management LLC | 9,150 | $2.19M | 1.60% | 00.0% | Unchanged |
| Grace & White Inc | 9,150 | $2.19M | 0.43% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 9,155 | $2.20M | 0.63% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 9,161 | $2.20M | 0.85% | +1,649+22.0% | Added |
| Atlas Private Wealth Advisors | 9,168 | $2.20M | 1.17% | −554−5.7% | Reduced |
| Syntegra Private Wealth Group, LLC | 9,170 | $2.20M | 0.44% | +9,170 | New |
| Landaas & Co | 9,173 | $2.20M | 1.21% | +1,048+12.9% | Added |
| Purus Wealth Management, LLC | 9,175 | $2.20M | 2.00% | −361−3.8% | Reduced |
| Two Sigma Securities, LLC | 9,178 | $2.20M | 0.31% | −10,239−52.7% | Reduced |
| Eagle Bluffs Wealth Management LLC | 9,231 | $2.21M | 2.32% | −66−0.7% | Reduced |
| Aspen Wealth Strategies, LLC | 9,265 | $2.22M | 1.78% | +9,265 | New |
| Hussman Strategic Advisors, Inc. | 9,300 | $2.23M | 0.36% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 9,305 | $2.23M | 1.71% | −1,769−16.0% | Reduced |
| Almanack Investment Partners, LLC. | 9,313 | $2.23M | 0.48% | −12,358−57.0% | Reduced |
| Traphagen Investment Advisors LLC | 9,329 | $2.24M | 0.36% | +342+3.8% | Added |
| Indiana Trust & Investment Management CO | 9,337 | $2.24M | 1.26% | −270−2.8% | Reduced |
| Omnia Family Wealth, LLC | 9,346 | $2.24M | 1.81% | −214−2.2% | Reduced |
| HT Partners LLC | 9,348 | $2.24M | 0.74% | −19−0.2% | Reduced |
| Zeit Capital LLC | 9,363 | $2.25M | 2.18% | −287−3.0% | Reduced |
| Concentrum Wealth Management | 9,363 | $2.25M | 2.01% | +688+7.9% | Added |
| White Knight Strategic Wealth Advisors, LLC | 9,384 | $2.25M | 3.09% | +263+2.9% | Added |
| Waycross Investment Management Co | 9,405 | $2.26M | 2.28% | +9,405 | New |
| SRS Capital Advisors, Inc. | 9,416 | $2.26M | 0.31% | +350+3.9% | Added |
| Sheets Smith Investment Management | 8,570 | $2.26M | 2.48% | +8,570 | New |
| Argus Investors' Counsel, Inc. | 9,425 | $2.26M | 1.81% | +34+0.4% | Added |
| SRN Advisors, LLC | 9,436 | $2.26M | 2.24% | −1,275−11.9% | Reduced |
| Levy Wealth Management Group, LLC | 9,455 | $2.27M | 0.76% | +24+0.3% | Added |
| Smith Anglin Financial, LLC | 9,461 | $2.27M | 0.43% | −73−0.8% | Reduced |
| Aspen Grove Capital, LLC | 9,471 | $2.27M | 1.05% | +9,471 | New |
| Riverpark Capital Management LLC | 9,481 | $2.27M | 5.26% | −14,792−60.9% | Reduced |
| Luts & Greenleigh Group, Inc | 9,482 | $2.27M | 2.88% | +9,482 | New |
| Brevan Howard Capital Management LP | 9,500 | $2.28M | 0.66% | −2,500−20.8% | Reduced |
| Polus Capital Management Ltd | 9,500 | $2.28M | 0.99% | +9,500 | New |
| Alesco Advisors LLC | 9,504 | $2.28M | 0.09% | −416−4.2% | Reduced |
| Rosenberg Matthew Hamilton | 9,521 | $2.28M | 0.77% | +1,025+12.1% | Added |
| Jacobsen Capital Management | 9,537 | $2.29M | 1.22% | −1,555−14.0% | Reduced |
| Towercrest Capital Management | 9,538 | $2.29M | 0.51% | +219+2.4% | Added |
| Members Capital Advisors Inc | 9,555 | $2.29M | 1.65% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 9,253 | $2.29M | 2.21% | +9,253 | New |
| Ellenbecker Investment Group | 9,572 | $2.29M | 0.68% | +16+0.2% | Added |
| MKT Advisors LLC | 9,743 | $2.30M | 1.73% | −19−0.2% | Reduced |
| Semus Wealth Partners LLC | 9,588 | $2.30M | 2.79% | +9,588 | New |
| Ardsley Advisory Partners LP | 9,600 | $2.30M | 0.58% | −4,200−30.4% | Reduced |
| Asset Management Group, Inc. | 9,616 | $2.31M | 0.54% | +27+0.3% | Added |
| Rede Wealth, LLC | 9,616 | $2.31M | 1.25% | +1,375+16.7% | Added |
| Fluent Financial, LLC | 9,623 | $2.31M | 1.38% | +10+0.1% | Added |
| Investment Advisory Group, LLC | 9,630 | $2.31M | 1.42% | +262+2.8% | Added |
| East Coast Asset Management, LLC. | 9,631 | $2.31M | 1.17% | −211−2.1% | Reduced |
| Affinity Capital Advisors, LLC | 9,635 | $2.31M | 0.79% | −24−0.2% | Reduced |
| Carson Advisory Inc. | 9,643 | $2.31M | 2.22% | +536+5.9% | Added |
| Midwest Professional Planners, LTD. | 9,654 | $2.32M | 1.28% | +428+4.6% | Added |
| Insight Inv LLC | 9,657 | $2.32M | 2.34% | +60+0.6% | Added |
| Silvia McColl Wealth Management, LLC | 9,659 | $2.32M | 2.28% | +9,659 | New |
| Garden State Investment Advisory Services LLC | 9,657 | $2.32M | 1.38% | +9,657 | New |
| Rbo & Co LLC | 9,670 | $2.32M | 0.41% | −165−1.7% | Reduced |
| Legacy Bridge, LLC | 9,670 | $2.32M | 1.65% | +1,150+13.5% | Added |
| Absolute Capital Management, LLC | 9,672 | $2.32M | 2.53% | +2,213+29.7% | Added |
| Waypoint Capital Advisors, LLC | 9,674 | $2.32M | 0.80% | +23+0.2% | Added |
| Integrity Financial Corp | 9,700 | $2.33M | 2.22% | −101−1.0% | Reduced |