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 |
|---|---|---|---|---|---|
| Oak Asset Management, LLC | 9,717 | $2.33M | 1.05% | +2,135+28.2% | Added |
| Wellspring Financial Advisors, LLC | 9,726 | $2.33M | 0.78% | +751+8.4% | Added |
| Compton Capital Management Inc | 9,742 | $2.34M | 1.68% | −1,500−13.3% | Reduced |
| Elevated Capital Advisors, LLC | 9,743 | $2.34M | 0.89% | +2,799+40.3% | Added |
| Richmond Brothers, Inc. | 9,748 | $2.34M | 3.28% | −3,008−23.6% | Reduced |
| Libra Wealth LLC | 9,760 | $2.34M | 1.89% | +7,725+379.6% | Added |
| One River Asset Management, LLC | 9,719 | $2.34M | 1.60% | +9,719 | New |
| Morris Retirement Advisors, LLC | 9,763 | $2.34M | 1.84% | +1,050+12.1% | Added |
| Kerntke Otto McGlone Wealth Management Group | 9,777 | $2.35M | 2.70% | −13−0.1% | Reduced |
| Cross Staff Investments Inc | 9,785 | $2.35M | 2.46% | +10.0% | Added |
| Privium Fund Management (UK) Ltd | 9,744 | $2.35M | 1.79% | +9,744 | New |
| Eads & Heald Wealth Management | 9,794 | $2.35M | 1.19% | +63+0.6% | Added |
| Pring Turner Capital Group Inc | 9,810 | $2.35M | 2.56% | +562+6.1% | Added |
| Monticello Wealth Management, LLC | 9,826 | $2.36M | 0.26% | +178+1.8% | Added |
| Hoxton Planning & Management, LLC | 9,854 | $2.36M | 1.26% | +9,854 | New |
| Satovsky Asset Management LLC | 9,871 | $2.37M | 0.98% | −1,170−10.6% | Reduced |
| CKW Financial Group | 9,874 | $2.37M | 0.40% | +20.0% | Added |
| Cookson Peirce & Co Inc | 9,886 | $2.37M | 0.15% | −73,036−88.1% | Reduced |
| Running Point Capital Advisors, LLC | 9,887 | $2.37M | 1.46% | +105+1.1% | Added |
| Lumbard & Kellner, LLC | 9,906 | $2.38M | 1.16% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 9,908 | $2.38M | 2.15% | −25−0.3% | Reduced |
| Samalin Investment Counsel, LLC | 9,919 | $2.38M | 1.50% | −479−4.6% | Reduced |
| Nvest Financial, LLC | 9,921 | $2.38M | 2.98% | +794+8.7% | Added |
| Mezzasalma Advisors, LLC | 9,923 | $2.38M | 2.08% | −63−0.6% | Reduced |
| Semmax Financial Advisors Inc. | 9,906 | $2.38M | 0.95% | −13−0.1% | Reduced |
| AlphaQ Advisors LLC | 9,954 | $2.39M | 2.07% | +9,954 | New |
| Peninsula Wealth, LLC | 9,960 | $2.39M | 0.75% | −290−2.8% | Reduced |
| JJJ Advisors Inc. | 10,039 | $2.39M | 0.68% | +556+5.9% | Added |
| Arvest Trust Co N A | 9,991 | $2.40M | 0.15% | +574+6.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,000 | $2.40M | 1.67% | +5,000+100.0% | Added |
| Wulff, Hansen & Co. | 10,017 | $2.40M | 2.92% | +35+0.4% | Added |
| Stillwater Investment Management, LLC | 10,021 | $2.40M | 0.68% | +52+0.5% | Added |
| Tilia Fiduciary Partners, Inc. | 10,022 | $2.40M | 2.31% | +549+5.8% | Added |
| KLR Investment Advisors, LLC | 10,026 | $2.40M | 1.98% | +10,026 | New |
| Catalyst Wealth Management, LLC | 10,033 | $2.41M | 2.27% | +10,033 | New |
| Paragon Financial Partners, Inc. | 10,036 | $2.41M | 2.66% | +6+0.1% | Added |
| MBA Advisors LLC | 10,082 | $2.42M | 1.58% | +8+0.1% | Added |
| Retirement Planning Group | 10,086 | $2.42M | 0.28% | −40.0% | Reduced |
| Kapstone Financial Advisors LLC | 9,148 | $2.42M | 2.20% | +9,148 | New |
| Capital Performance Advisors LLP | 10,111 | $2.42M | 1.39% | −48−0.5% | Reduced |
| Carr Financial Group Corp | 10,113 | $2.43M | 1.28% | +10,113 | New |
| Barrett & Company, Inc. | 10,117 | $2.43M | 1.60% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 10,119 | $2.43M | 1.29% | +5,311+110.5% | Added |
| New Jersey Better Educational Savings Trust | 10,124 | $2.43M | 7.16% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 10,126 | $2.43M | 0.24% | −625−5.8% | Reduced |
| Reitz Capital Advisors LLC | 10,136 | $2.43M | 2.31% | +1,059+11.7% | Added |
| Robbie L. Kennerson P.A., Inc. | 10,141 | $2.43M | 2.47% | +10,141 | New |
| Zeal Asset Management Ltd | 10,238 | $2.44M | 5.28% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 10,174 | $2.44M | 0.42% | +10,174 | New |
| Sonen Capital LLC | 10,175 | $2.44M | 3.99% | +388+4.0% | Added |
| Per Stirling Capital Management, LLC. | 10,193 | $2.44M | 0.44% | +10,193 | New |
| Derbend Asset Management | 10,200 | $2.45M | 1.96% | +126+1.3% | Added |
| American Institute for Advanced Investment Management, LLP | 10,202 | $2.45M | 2.25% | −299−2.8% | Reduced |
| Portolan Capital Management, LLC | 10,225 | $2.45M | 0.24% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 10,230 | $2.45M | 0.46% | −214−2.0% | Reduced |
| Lodestar Private Asset Management LLC | 10,233 | $2.45M | 0.47% | +10,233 | New |
| Marshall Financial Group LLC | 10,241 | $2.46M | 0.95% | +319+3.2% | Added |
| Channing Global Advisors, LLC | 10,251 | $2.46M | 2.82% | −354−3.3% | Reduced |
| Northstar Group, Inc. | 10,254 | $2.46M | 0.70% | +100+1.0% | Added |
| Rock Creek Group, LP | 10,258 | $2.46M | 0.30% | −39−0.4% | Reduced |
| Sound Income Strategies, LLC | 10,258 | $2.46M | 0.31% | +2,084+25.5% | Added |
| Cahill Financial Advisors Inc | 10,265 | $2.46M | 0.47% | −549−5.1% | Reduced |
| Financial Council Asset Management Inc | 10,282 | $2.47M | 1.54% | 00.0% | Unchanged |
| Trust Co | 10,299 | $2.47M | 0.40% | −5,456−34.6% | Reduced |
| Sowa Financial Group, Inc. | 10,299 | $2.47M | 1.84% | −184−1.8% | Reduced |
| Capstone Wealth Management Group, LLC | 10,320 | $2.47M | 2.66% | +901+9.6% | Added |
| Palisades Hudson Asset Management, L.P. | 10,327 | $2.48M | 1.37% | +50.0% | Added |
| Affiance Financial, LLC | 10,327 | $2.48M | 1.00% | −1,717−14.3% | Reduced |
| Truvestments Capital LLC | 10,338 | $2.48M | 1.40% | −215−2.0% | Reduced |
| Islay Capital Management, LLC | 10,363 | $2.49M | 2.86% | +64+0.6% | Added |
| RF&L Wealth Management, LLC | 10,381 | $2.49M | 2.56% | +10,381 | New |
| Five Oceans Advisors | 10,393 | $2.49M | 1.73% | −993−8.7% | Reduced |
| Sassicaia Capital Advisers LLC | 10,400 | $2.49M | 6.20% | +10,400 | New |
| Lehman & Derafelo Financial Resources LLC | 10,404 | $2.49M | 0.74% | +374+3.7% | Added |
| ERn Financial, LLC | 10,408 | $2.50M | 0.57% | +237+2.3% | Added |
| Iron Financial, LLC | 10,449 | $2.51M | 1.44% | −207−1.9% | Reduced |
| Spouting Rock Asset Management, LLC | 10,452 | $2.51M | 1.86% | −166−1.6% | Reduced |
| Norris Financial Group, LLC | 10,453 | $2.51M | 2.12% | −474−4.3% | Reduced |
| Woodard & Co Asset Management Group Inc | 10,474 | $2.51M | 0.89% | +809+8.4% | Added |
| NFP Retirement, Inc. | 10,485 | $2.51M | 0.55% | −47−0.4% | Reduced |
| Intrinsic Value Partners, LLC | 10,512 | $2.52M | 3.45% | −13−0.1% | Reduced |
| Madison Wealth Partners, Inc | 10,523 | $2.52M | 1.47% | +400+4.0% | Added |
| GEM Asset Management, LLC | 10,523 | $2.52M | 2.16% | +10,523 | New |
| Schear Investment Advisers, LLC | 10,524 | $2.52M | 3.11% | +10,524 | New |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 10,538 | $2.53M | 1.64% | +500+5.0% | Added |
| CM Wealth Advisors LLC | 10,547 | $2.53M | 1.29% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 10,577 | $2.54M | 0.37% | +412+4.1% | Added |
| Park Edge Advisors, LLC | 10,585 | $2.54M | 1.11% | +10,585 | New |
| Sloy Dahl & Holst, LLC | 10,591 | $2.54M | 0.89% | −463−4.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 10,590 | $2.54M | 3.35% | +526+5.2% | Added |
| Ameliora Wealth Management Ltd. | 10,600 | $2.54M | 1.36% | +8,540+414.6% | Added |
| Landmark Financial Advisors, LLC | 10,611 | $2.54M | 1.17% | +1,889+21.7% | Added |
| Benchmark Financial Wealth Advisors, LLC | 10,618 | $2.55M | 1.39% | +330+3.2% | Added |
| Farther Finance Advisors, LLC | 10,623 | $2.55M | 0.99% | +10,623 | New |
| PBMares Wealth Management LLC | 10,631 | $2.55M | 1.03% | −678−6.0% | Reduced |
| Sandy Cove Advisors, LLC | 10,644 | $2.55M | 2.06% | +34+0.3% | Added |
| Fortem Financial Group, LLC | 10,662 | $2.56M | 1.50% | −605−5.4% | Reduced |
| KLCM Advisors, Inc. | 10,700 | $2.57M | 0.52% | +1,163+12.2% | Added |
| SFE Investment Counsel | 11,068 | $2.57M | 0.80% | +2,265+25.7% | Added |
| Garner Asset Management Corp | 10,726 | $2.57M | 1.27% | +56+0.5% | Added |