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 |
|---|---|---|---|---|---|
| West Paces Advisors Inc. | 12,161 | $2.92M | 0.93% | −1,051−8.0% | Reduced |
| Riverview Capital Advisers, LLC | 12,164 | $2.92M | 1.57% | +100+0.8% | Added |
| Breakline Capital LLC | 12,180 | $2.92M | 3.21% | −4,422−26.6% | Reduced |
| Dover Advisors, LLC | 12,192 | $2.92M | 3.15% | +12,192 | New |
| Manhattan West Asset Management, LLC | 12,203 | $2.93M | 1.49% | +402+3.4% | Added |
| Mosaic Family Wealth Partners, LLC | 12,218 | $2.93M | 0.83% | +12,218 | New |
| Pictet Bank & Trust Ltd | 12,234 | $2.93M | 3.43% | +10,075+466.7% | Added |
| Access Financial Services, Inc. | 12,263 | $2.94M | 1.80% | +1,700+16.1% | Added |
| Front Street Capital Management, Inc. | 12,294 | $2.95M | 0.71% | −315−2.5% | Reduced |
| Lokken Investment Group LLC | 12,300 | $2.95M | 2.33% | +290+2.4% | Added |
| West Bancorporation Inc | 12,306 | $2.95M | 2.19% | −423−3.3% | Reduced |
| Magnolia Capital Advisors LLC | 12,319 | $2.95M | 1.96% | +525+4.5% | Added |
| Monte Financial Group, LLC | 12,335 | $2.96M | 1.52% | −367−2.9% | Reduced |
| Wedge Capital Management L L P | 12,340 | $2.96M | 0.05% | +33+0.3% | Added |
| Kessler Investment Group, LLC | 12,352 | $2.96M | 3.13% | −807−6.1% | Reduced |
| City State Bank | 12,353 | $2.96M | 1.82% | −60−0.5% | Reduced |
| Financial Sense Advisors, Inc. | 12,361 | $2.96M | 1.23% | +50.0% | Added |
| Madden Securities Corp | 12,365 | $2.97M | 1.56% | −331−2.6% | Reduced |
| Saranac Partners Ltd | 12,403 | $2.97M | 5.46% | +12,403 | New |
| High Net Worth Advisory Group LLC | 12,434 | $2.98M | 1.16% | −687−5.2% | Reduced |
| Keene & Associates, Inc. | 12,444 | $2.98M | 2.66% | +807+6.9% | Added |
| Quad-Cities Investment Group, LLC | 12,444 | $2.98M | 2.20% | −110−0.9% | Reduced |
| WT Wealth Management | 12,466 | $2.99M | 1.45% | −6,520−34.3% | Reduced |
| Archer Investment Corp | 12,467 | $2.99M | 1.16% | −54−0.4% | Reduced |
| E&G Advisors, LP | 12,469 | $2.99M | 1.12% | −12−0.1% | Reduced |
| Nishkama Capital, LLC | 12,473 | $2.99M | 1.01% | −36,627−74.6% | Reduced |
| WealthBridge Capital Management, LLC | 12,474 | $2.99M | 1.25% | +877+7.6% | Added |
| Missouri Trust & Investment Co | 12,474 | $2.99M | 1.80% | −347−2.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 12,558 | $3.00M | 1.83% | +626+5.2% | Added |
| Caas Capital Management LP | 12,502 | $3.00M | 0.58% | +7,924+173.1% | Added |
| Amplius Wealth Advisors, LLC | 12,511 | $3.00M | 0.48% | −1,020−7.5% | Reduced |
| Palumbo Wealth Management LLC | 12,540 | $3.01M | 2.39% | +23+0.2% | Added |
| Accretive Wealth Partners, LLC | 12,566 | $3.01M | 2.07% | +816+6.9% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 12,566 | $3.01M | 1.46% | +21+0.2% | Added |
| Day & Ennis, LLC | 12,567 | $3.01M | 1.17% | +896+7.7% | Added |
| Garda Capital Partners LP | 12,615 | $3.03M | 2.81% | +12,615 | New |
| Intercontinental Wealth Advisors, LLC | 12,630 | $3.03M | 0.90% | +43+0.3% | Added |
| Marion Wealth Management | 12,636 | $3.03M | 1.28% | +1,883+17.5% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 12,643 | $3.03M | 0.75% | +9+0.1% | Added |
| Riggs Asset Managment Co. Inc. | 12,665 | $3.04M | 1.25% | −7,819−38.2% | Reduced |
| LBMC Investment Advisors, LLC | 12,677 | $3.04M | 0.32% | −388−3.0% | Reduced |
| O'Rourke & Company, Inc | 12,683 | $3.04M | 2.41% | +675+5.6% | Added |
| Miller Investment Management, LP | 12,694 | $3.04M | 0.52% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 12,726 | $3.05M | 1.24% | +534+4.4% | Added |
| Bigelow Investment Advisors, LLC | 12,731 | $3.05M | 1.77% | −1,117−8.1% | Reduced |
| NewSquare Capital LLC | 12,732 | $3.05M | 0.38% | +695+5.8% | Added |
| Permanens Capital L.P. | 12,735 | $3.05M | 0.74% | −1,420−10.0% | Reduced |
| tru Independence LLC | 12,743 | $3.06M | 0.99% | −25−0.2% | Reduced |
| Royal Harbor Partners, LLC | 12,762 | $3.06M | 1.89% | −638−4.8% | Reduced |
| D'Orazio & Associates, Inc. | 12,788 | $3.07M | 0.73% | +3,739+41.3% | Added |
| Viewpoint Capital Management LLC | 12,865 | $3.09M | 2.98% | −420−3.2% | Reduced |
| Ledge Wealth Management, Inc. | 12,874 | $3.09M | 1.41% | +2,794+27.7% | Added |
| Great Point Wealth Advisors, LLC | 12,877 | $3.09M | 1.04% | −392−3.0% | Reduced |
| Hudock, Inc. | 12,900 | $3.09M | 1.06% | −720−5.3% | Reduced |
| REDW Wealth LLC | 12,906 | $3.10M | 1.07% | −358−2.7% | Reduced |
| Altus Wealth Group LLC | 12,906 | $3.10M | 2.35% | +351+2.8% | Added |
| DAGCO, Inc. | 13,033 | $3.10M | 1.81% | −133−1.0% | Reduced |
| Stiles Financial Services Inc | 12,939 | $3.10M | 1.77% | −265−2.0% | Reduced |
| Silver Oak Securities, Inc | 12,941 | $3.10M | 0.58% | +3,152+32.2% | Added |
| Silver Lake Advisory, LLC | 12,984 | $3.11M | 1.90% | +23+0.2% | Added |
| Dudley & Shanley, Inc. | 13,034 | $3.13M | 0.70% | −1,500−10.3% | Reduced |
| River & Mercantile Asset Management LLP | 13,031 | $3.13M | 0.67% | −9,514−42.2% | Reduced |
| Gemmer Asset Management LLC | 13,062 | $3.13M | 0.50% | −265−2.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 13,065 | $3.13M | 0.23% | −156−1.2% | Reduced |
| Peddock Capital Advisors, LLC | 13,074 | $3.14M | 1.21% | −1,716−11.6% | Reduced |
| Blue Investment Partners LLC | 13,075 | $3.14M | 3.90% | +13,075 | New |
| Green Square Capital Advisors LLC | 13,091 | $3.14M | 0.45% | +4,568+53.6% | Added |
| A. D. Beadell Investment Counsel, Inc. | 13,108 | $3.14M | 2.72% | −360−2.7% | Reduced |
| Crystal Rock Capital Management | 13,125 | $3.15M | 2.71% | −448,024−97.2% | Reduced |
| Wealthspan Partners, LLC | 13,129 | $3.15M | 2.87% | −62−0.5% | Reduced |
| Blackhawk Capital Partners LLC. | 13,137 | $3.15M | 2.46% | −563−4.1% | Reduced |
| MU Investments Co., Ltd. | 13,100 | $3.16M | 4.05% | +1,310+11.1% | Added |
| Montz Harcus Wealth Management LLC | 13,167 | $3.16M | 3.13% | +112+0.9% | Added |
| Ironwood Financial, llc | 13,183 | $3.16M | 0.98% | +88+0.7% | Added |
| Prosperity Consulting Group, LLC | 13,190 | $3.16M | 2.11% | +320+2.5% | Added |
| Veracity Capital LLC | 13,198 | $3.17M | 1.52% | −400−2.9% | Reduced |
| Schulhoff & Co Inc | 13,199 | $3.17M | 1.46% | −25−0.2% | Reduced |
| Fiducient Advisors LLC | 13,212 | $3.17M | 0.93% | +9,202+229.5% | Added |
| Hamilton Capital, LLC | 13,219 | $3.17M | 0.21% | +6,106+85.8% | Added |
| Phocas Financial Corp. | 13,225 | $3.17M | 0.46% | −640−4.6% | Reduced |
| Investors Research Corp | 13,226 | $3.17M | 0.86% | +219+1.7% | Added |
| Quantum Financial Advisors, LLC | 13,231 | $3.17M | 1.43% | +27+0.2% | Added |
| McLean Asset Management Corp | 13,285 | $3.19M | 1.09% | +39+0.3% | Added |
| Chemistry Wealth Management LLC | 13,295 | $3.19M | 1.24% | −983−6.9% | Reduced |
| Pinnacle Holdings, LLC | 13,302 | $3.19M | 1.43% | −1,734−11.5% | Reduced |
| Cabot Wealth Management Inc | 13,300 | $3.19M | 0.54% | −1,121−7.8% | Reduced |
| Beck Bode, LLC | 13,336 | $3.20M | 0.72% | −30,254−69.4% | Reduced |
| Private Capital Management LLC | 13,350 | $3.20M | 1.06% | −1,868−12.3% | Reduced |
| Mainsail Financial Group, LLC | 12,931 | $3.20M | 3.27% | +12,931 | New |
| Diversified, LLC | 13,391 | $3.21M | 1.26% | +4,300+47.3% | Added |
| West Oak Capital, LLC | 13,406 | $3.21M | 1.68% | −555−4.0% | Reduced |
| HITE Hedge Asset Management LLC | 13,412 | $3.22M | 0.27% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 13,414 | $3.22M | 2.44% | +871+6.9% | Added |
| STAR Financial Bank | 13,415 | $3.22M | 3.19% | +13,415 | New |
| Clean Yield Group | 13,444 | $3.22M | 1.38% | +422+3.2% | Added |
| Bay Rivers Group | 13,493 | $3.24M | 3.28% | +289+2.2% | Added |
| Masso Torrence Wealth Management Inc. | 13,511 | $3.24M | 2.58% | +967+7.7% | Added |
| Glynn Capital Management LLC | 13,536 | $3.25M | 0.79% | 00.0% | Unchanged |
| Robbins Farley LLC | 13,537 | $3.25M | 2.51% | −1,512−10.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 13,536 | $3.25M | 1.03% | +13,536 | New |