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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 10,767 | $2.58M | 0.25% | −3,059−22.1% | Reduced |
| Etesian Wealth Advisors, Inc. | 10,784 | $2.59M | 1.88% | +10,784 | New |
| Delphi Financial Group, Inc. | 10,800 | $2.59M | 1.30% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 10,816 | $2.59M | 1.59% | −4,474−29.3% | Reduced |
| Concord Asset Management, LLC | 10,819 | $2.59M | 1.75% | +1,516+16.3% | Added |
| MJP Associates Inc | 10,844 | $2.60M | 0.77% | −817−7.0% | Reduced |
| Cahaba Wealth Management, Inc. | 10,845 | $2.60M | 0.32% | +294+2.8% | Added |
| Copperleaf Capital, LLC | 10,849 | $2.60M | 2.99% | −2,530−18.9% | Reduced |
| First Capital Advisors Group, LLC. | 10,861 | $2.60M | 1.77% | −787−6.8% | Reduced |
| GoalVest Advisory LLC | 10,874 | $2.61M | 1.68% | −9,104−45.6% | Reduced |
| TSFG, LLC | 10,881 | $2.61M | 1.04% | −160−1.4% | Reduced |
| Ahrens Investment Partners LLC | 10,883 | $2.61M | 1.19% | +11+0.1% | Added |
| Patrick Mauro Investment Advisor, INC. | 10,898 | $2.61M | 1.69% | +235+2.2% | Added |
| St. Johns Investment Management Company, LLC | 10,905 | $2.62M | 1.56% | −213−1.9% | Reduced |
| River Street Advisors LLC | 10,917 | $2.62M | 2.80% | +10,917 | New |
| Consilium Wealth Advisory, LLC | 10,921 | $2.62M | 2.23% | −1,699−13.5% | Reduced |
| Laraway Financial Inc | 10,930 | $2.62M | 2.74% | −790−6.7% | Reduced |
| Coppell Advisory Solutions LLC | 10,946 | $2.63M | 0.94% | +10,946 | New |
| Coppell Advisory Solutions Corp. | 10,946 | $2.63M | 0.94% | +10,946 | New |
| Coston, McIsaac & Partners | 10,954 | $2.63M | 1.02% | +128+1.2% | Added |
| Seelaus Asset Management LLC | 10,957 | $2.63M | 1.97% | −10−0.1% | Reduced |
| Tectonic Advisors LLC | 11,013 | $2.64M | 0.41% | +546+5.2% | Added |
| Adams Wealth Management | 11,015 | $2.64M | 0.93% | +260+2.4% | Added |
| Signature Wealth Management Partners, LLC | 11,026 | $2.64M | 2.60% | +31+0.3% | Added |
| Pariax, LLC | 11,063 | $2.65M | 3.29% | +11,063 | New |
| Walker Financial Services, Inc. | 9,247 | $2.67M | 2.75% | −401−4.2% | Reduced |
| Windsor Group LTD | 11,864 | $2.67M | 0.55% | −668−5.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 11,139 | $2.67M | 1.75% | +319+2.9% | Added |
| MRP Capital Investments, LLC | 11,168 | $2.68M | 2.96% | +11,168 | New |
| Goldstein Advisors, LLC | 11,183 | $2.68M | 0.65% | +11,183 | New |
| Redmond Asset Management, LLC | 11,211 | $2.69M | 0.97% | +28+0.3% | Added |
| Ethos Financial Group, LLC | 11,108 | $2.69M | 0.91% | +11,108 | New |
| Redwood Wealth Management Group, LLC | 11,250 | $2.70M | 3.37% | +11,250 | New |
| Pacific Wealth Strategies Group, Inc. | 11,259 | $2.70M | 3.61% | +21+0.2% | Added |
| Ballast, Inc. | 11,259 | $2.70M | 1.18% | −52−0.5% | Reduced |
| Strengthening Families & Communities, LLC | 11,261 | $2.70M | 1.62% | +141+1.3% | Added |
| Mach-1 Financial Group, Inc. | 11,282 | $2.71M | 1.26% | +7,923+235.9% | Added |
| Cascade Investment Advisors, Inc. | 11,297 | $2.71M | 2.26% | +160+1.4% | Added |
| Greenup Street Wealth Management LLC | 11,299 | $2.71M | 1.14% | −251−2.2% | Reduced |
| One Wealth Advisors, LLC | 11,305 | $2.71M | 0.62% | −1,368−10.8% | Reduced |
| Forza Wealth Management, LLC | 11,307 | $2.71M | 1.80% | +11,307 | New |
| Community Capital Management, Inc. | 11,350 | $2.72M | 3.53% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 11,364 | $2.73M | 0.79% | +95+0.8% | Added |
| Horizon Wealth Management, LLC | 11,365 | $2.73M | 2.22% | −27,371−70.7% | Reduced |
| Cladis Investment Advisory, LLC | 11,389 | $2.73M | 2.72% | +1,450+14.6% | Added |
| Terra Nova Asset Management LLC | 11,443 | $2.74M | 2.88% | −370−3.1% | Reduced |
| Commons Capital, LLC | 11,466 | $2.75M | 4.53% | +222+2.0% | Added |
| Creative Financial Designs Inc | 11,475 | $2.75M | 0.41% | +895+8.5% | Added |
| Israel Discount Bank of New York | 11,490 | $2.76M | 2.33% | −362−3.1% | Reduced |
| Ocean Capital Management, LLC | 11,492 | $2.76M | 1.59% | −2,226−16.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 11,504 | $2.76M | 3.11% | +100+0.9% | Added |
| Flynn Zito Capital Management, LLC | 11,523 | $2.76M | 2.31% | +10.0% | Added |
| Rockingstone Advisors LLC | 11,539 | $2.77M | 2.07% | +11,539 | New |
| Cardinal Strategic Wealth Guidance | 11,561 | $2.78M | 1.33% | −37−0.3% | Reduced |
| Premier Asset Management LLC | 11,587 | $2.78M | 3.49% | −968−7.7% | Reduced |
| Compass Wealth Management LLC | 11,599 | $2.78M | 0.91% | +11,599 | New |
| Forte Asset Management LLC | 11,629 | $2.79M | 1.82% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 11,646 | $2.79M | 0.99% | +492+4.4% | Added |
| Emerald Advisors, LLC | 11,654 | $2.79M | 0.77% | −134−1.1% | Reduced |
| Smith Shellnut Wilson LLC | 11,669 | $2.80M | 1.73% | −82−0.7% | Reduced |
| Richard W. Paul & Associates, LLC | 11,681 | $2.80M | 1.41% | +11,681 | New |
| Bowman & Co S.C. | 11,690 | $2.80M | 2.17% | +506+4.5% | Added |
| Certified Advisory Corp | 11,720 | $2.81M | 0.56% | +245+2.1% | Added |
| Occudo Quantitative Strategies LP | 11,725 | $2.81M | 0.33% | −8,225−41.2% | Reduced |
| Western Pacific Wealth Management, LP | 11,742 | $2.82M | 2.34% | +902+8.3% | Added |
| Ashford Capital Management Inc | 11,750 | $2.82M | 0.44% | −191−1.6% | Reduced |
| Cacti Asset Management LLC | 11,755 | $2.82M | 0.27% | 00.0% | Unchanged |
| Well Done, LLC | 11,764 | $2.82M | 0.61% | +111+1.0% | Added |
| IAM Advisory, LLC | 11,788 | $2.83M | 1.04% | +70+0.6% | Added |
| Marathon Trading Investment Management LLC | 11,790 | $2.83M | 1.88% | +9,400+393.3% | Added |
| Todd Asset Management LLC | 11,795 | $2.83M | 0.07% | 00.0% | Unchanged |
| Domani Wealth, LLC | 11,825 | $2.84M | 0.71% | −477−3.9% | Reduced |
| Gables Capital Management Inc. | 11,827 | $2.84M | 2.06% | −150−1.3% | Reduced |
| Gitterman Wealth Management, LLC | 11,835 | $2.84M | 1.42% | −94−0.8% | Reduced |
| HF Advisory Group, LLC | 11,836 | $2.84M | 2.87% | +11,836 | New |
| Proffitt & Goodson Inc | 11,847 | $2.84M | 0.61% | −364−3.0% | Reduced |
| First National Bank | 11,850 | $2.84M | 2.39% | −745−5.9% | Reduced |
| Oxford Financial Group Ltd | 11,851 | $2.84M | 0.33% | +2,939+33.0% | Added |
| Mendel Capital Management LLC | 11,853 | $2.84M | 2.96% | +737+6.6% | Added |
| Hikari Tsushin, Inc. | 11,889 | $2.85M | 0.30% | +10,928+1,137.1% | Added |
| KLK Capital Management LLC | 11,923 | $2.86M | 3.92% | +276+2.4% | Added |
| Game Creek Capital, LP | 11,925 | $2.86M | 1.83% | −2,550−17.6% | Reduced |
| Triumph Capital Management | 11,946 | $2.86M | 1.53% | +372+3.2% | Added |
| 1776 Wealth LLC | 11,967 | $2.87M | 2.06% | +361+3.1% | Added |
| Burt Wealth Advisors | 11,970 | $2.87M | 0.96% | −151−1.2% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 11,976 | $2.87M | 2.59% | −978−7.5% | Reduced |
| Breakwater Capital Group | 11,984 | $2.87M | 1.50% | +11,984 | New |
| 626 Financial, LLC | 11,988 | $2.87M | 2.00% | +505+4.4% | Added |
| Sweet Financial Partners, LLC | 11,994 | $2.88M | 0.84% | +3,472+40.7% | Added |
| Centric Wealth Management | 12,001 | $2.88M | 1.46% | −752−5.9% | Reduced |
| Covenant Partners, LLC | 12,013 | $2.88M | 1.16% | +207+1.8% | Added |
| Ifrah Financial Services, Inc. | 12,031 | $2.89M | 0.95% | −337−2.7% | Reduced |
| Sovereign Financial Group, Inc. | 12,053 | $2.89M | 1.14% | +3,356+38.6% | Added |
| Source Financial Advisors LLC | 12,073 | $2.90M | 1.09% | +3,736+44.8% | Added |
| Worth Financial Advisory Group, LLC | 12,079 | $2.90M | 3.37% | +12,079 | New |
| Gradient Capital Advisors, LLC | 12,097 | $2.90M | 1.32% | −85−0.7% | Reduced |
| TFC Financial Management | 12,105 | $2.90M | 0.84% | −1,385−10.3% | Reduced |
| First International Bank & Trust | 12,110 | $2.90M | 0.99% | −948−7.3% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,127 | $2.91M | 1.14% | −334−2.7% | Reduced |
| ELCO Management Co., LLC | 12,144 | $2.91M | 2.19% | −104−0.8% | Reduced |