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 |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 13,543 | $3.25M | 2.85% | +43+0.3% | Added |
| Eagle Bay Advisors LLC | 13,544 | $3.25M | 1.83% | +787+6.2% | Added |
| Watershed Asset Management, L.L.C. | 13,550 | $3.25M | 4.12% | +2,000+17.3% | Added |
| Van Den Berg Management I, Inc | 13,555 | $3.25M | 1.21% | −4,777−26.1% | Reduced |
| West Michigan Advisors, LLC | 13,565 | $3.25M | 2.37% | +195+1.5% | Added |
| Graybill Bartz & Assoc Ltd | 13,570 | $3.25M | 1.76% | −239−1.7% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 13,583 | $3.26M | 2.25% | +337+2.5% | Added |
| Prentice Wealth Management LLC | 13,591 | $3.26M | 1.64% | −35−0.3% | Reduced |
| Acorn Financial Advisory Services Inc | 13,605 | $3.26M | 0.69% | +1,264+10.2% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 14,267 | $3.27M | 2.15% | −819−5.4% | Reduced |
| First Heartland Consultants, Inc. | 13,658 | $3.28M | 0.53% | +1,491+12.3% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 13,570 | $3.28M | 3.10% | −2,400−15.0% | Reduced |
| ICW Investment Advisors LLC | 13,719 | $3.29M | 1.98% | −241−1.7% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 13,741 | $3.30M | 3.11% | +142+1.0% | Added |
| Berkeley Capital Partners, LLC | 13,747 | $3.30M | 1.28% | +566+4.3% | Added |
| Vigilare Wealth Management | 13,748 | $3.30M | 1.92% | −812−5.6% | Reduced |
| Game Plan Financial Advisors, LLC | 13,752 | $3.30M | 2.72% | −618−4.3% | Reduced |
| Saxon Interests, Inc. | 14,566 | $3.31M | 1.89% | −142−1.0% | Reduced |
| Gyroscope Capital Management Group, LLC | 13,807 | $3.31M | 1.01% | +1,900+16.0% | Added |
| Alan B. Lancz & Associates, Inc. | 13,866 | $3.32M | 3.35% | −130−0.9% | Reduced |
| Barr E S & Co | 13,839 | $3.32M | 0.28% | −56−0.4% | Reduced |
| LifeSteps Financial, Inc. | 13,845 | $3.32M | 3.46% | +261+1.9% | Added |
| Financial Management Network Inc | 14,493 | $3.32M | 1.48% | +329+2.3% | Added |
| Monterey Private Wealth, Inc. | 13,847 | $3.32M | 1.79% | +88+0.6% | Added |
| Dillon & Associates Inc | 13,840 | $3.32M | 0.72% | +87+0.6% | Added |
| Sage Mountain Advisors LLC | 13,880 | $3.33M | 0.76% | +832+6.4% | Added |
| Capstone Financial Advisors, Inc. | 13,910 | $3.34M | 0.28% | −2,434−14.9% | Reduced |
| Kowal Investment Group, LLC | 13,918 | $3.34M | 1.00% | −1,921−12.1% | Reduced |
| D.B. Root & Company, LLC | 13,925 | $3.34M | 1.41% | +171+1.2% | Added |
| William Allan, LLC | 13,926 | $3.34M | 2.81% | +3,984+40.1% | Added |
| Bond & Devick Financial Network, Inc. | 13,926 | $3.34M | 2.38% | −30−0.2% | Reduced |
| SC&H Financial Advisors, Inc. | 13,937 | $3.34M | 1.38% | −630−4.3% | Reduced |
| Eudaimonia Advisors LLC | 13,947 | $3.34M | 2.27% | +113+0.8% | Added |
| Port Capital LLC | 13,946 | $3.35M | 0.24% | −621−4.3% | Reduced |
| Applied Capital LLC | 13,958 | $3.35M | 3.34% | +13,958 | New |
| Aull & Monroe Investment Management Corp | 13,960 | $3.35M | 1.67% | −316−2.2% | Reduced |
| UMA Financial Services, Inc. | 13,843 | $3.35M | 0.90% | −333−2.3% | Reduced |
| HBC Financial Services, PLLC | 14,665 | $3.36M | 2.70% | −5,454−27.1% | Reduced |
| Madden Advisory Services, Inc. | 14,029 | $3.36M | 2.52% | +14,029 | New |
| First National Bank of Hutchinson | 14,034 | $3.37M | 2.85% | −488−3.4% | Reduced |
| Sierra Capital LLC | 14,034 | $3.37M | 0.58% | +147+1.1% | Added |
| Edgestream Partners, L.P. | 14,043 | $3.37M | 0.38% | −53,026−79.1% | Reduced |
| Waterfront Wealth Inc. | 13,582 | $3.37M | 1.16% | +593+4.6% | Added |
| Frank, Rimerman Advisors LLC | 14,055 | $3.37M | 1.05% | −33−0.2% | Reduced |
| Renasant Bank | 14,074 | $3.38M | 2.55% | +1,155+8.9% | Added |
| Addison Capital Co | 14,091 | $3.38M | 2.15% | +176+1.3% | Added |
| First Business Financial Services, Inc. | 14,093 | $3.38M | 0.45% | +216+1.6% | Added |
| High Note Wealth, LLC | 14,108 | $3.38M | 1.42% | −2,153−13.2% | Reduced |
| Financial Avengers, Inc. | 14,118 | $3.39M | 2.77% | −114−0.8% | Reduced |
| Altman Advisors, Inc. | 14,362 | $3.39M | 2.09% | −553−3.7% | Reduced |
| Wealthquest Corp | 14,139 | $3.39M | 0.44% | −151−1.1% | Reduced |
| Corundum Group, Inc. | 14,169 | $3.40M | 1.92% | −278−1.9% | Reduced |
| W.H. Cornerstone Investments Inc. | 14,215 | $3.40M | 3.23% | −1,689−10.6% | Reduced |
| Capital Advisors, Ltd. LLC | 17,183 | $3.41M | 0.59% | +4,382+34.2% | Added |
| Sterling Investment Counsel, LLC | 14,202 | $3.41M | 2.10% | +41+0.3% | Added |
| Argent Advisors, Inc. | 14,213 | $3.41M | 1.76% | −97−0.7% | Reduced |
| Walkner Condon Financial Advisors LLC | 14,215 | $3.41M | 1.02% | +302+2.2% | Added |
| GSB Wealth Management, LLC | 14,219 | $3.41M | 1.22% | +66+0.5% | Added |
| Norway Savings Bank | 14,227 | $3.41M | 1.74% | +107+0.8% | Added |
| Orser Capital Management, LLC | 14,229 | $3.41M | 4.94% | −280−1.9% | Reduced |
| Thrive Wealth Management, LLC | 14,253 | $3.42M | 0.98% | +845+6.3% | Added |
| Modus Advisors, LLC | 14,276 | $3.42M | 1.66% | +766+5.7% | Added |
| Howard Financial Services, Ltd. | 14,277 | $3.42M | 0.90% | +1,101+8.4% | Added |
| Roof Eidam & Maycock | 14,281 | $3.42M | 1.21% | −855−5.6% | Reduced |
| Old North State Trust, LLC | 14,282 | $3.42M | 2.25% | +345+2.5% | Added |
| Riverview Trust Co | 14,288 | $3.43M | 3.24% | −2,405−14.4% | Reduced |
| Eaton Financial Holdings Company, LLC | 14,299 | $3.43M | 2.93% | +14,299 | New |
| Bennicas & Associates, Inc. | 14,300 | $3.43M | 1.98% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 14,326 | $3.44M | 3.69% | +14,326 | New |
| Global Endowment Management, LP | 14,386 | $3.45M | 0.38% | −53,473−78.8% | Reduced |
| Global Trust Asset Management, LLC | 14,393 | $3.45M | 1.74% | −30−0.2% | Reduced |
| BTG Pactual Global Asset Management Ltd | 14,418 | $3.46M | 5.76% | −60−0.4% | Reduced |
| Intrua Financial, LLC | 14,938 | $3.46M | 0.81% | +2,797+23.0% | Added |
| Gray Wealth Management Inc. | 14,449 | $3.47M | 2.01% | +247+1.7% | Added |
| Paragon Private Wealth Management, LLC | 14,451 | $3.47M | 3.13% | +1,097+8.2% | Added |
| McElhenny Sheffield Capital Management, LLC | 14,496 | $3.47M | 1.63% | −1,089−7.0% | Reduced |
| JSF Financial, LLC | 14,467 | $3.47M | 1.30% | −1,533−9.6% | Reduced |
| Trustco Bank Corp N Y | 14,498 | $3.48M | 3.84% | +110+0.8% | Added |
| Lynch Asset Management, Inc. | 14,500 | $3.48M | 2.99% | +450+3.2% | Added |
| Cloverfields Capital Group, LP | 14,510 | $3.48M | 1.11% | −384−2.6% | Reduced |
| HMS Capital Management, LLC | 14,541 | $3.49M | 2.37% | −1,690−10.4% | Reduced |
| Garrison Bradford & Associates Inc | 14,548 | $3.49M | 4.23% | −198−1.3% | Reduced |
| Wealth Advisory Solutions, LLC | 14,556 | $3.49M | 0.94% | +535+3.8% | Added |
| Capital Market Strategies LLC | 14,558 | $3.49M | 3.75% | −41−0.3% | Reduced |
| ICONIQ Capital, LLC | 14,561 | $3.49M | 0.05% | −35,296−70.8% | Reduced |
| Retirement Solution Inc. | 14,586 | $3.50M | 1.92% | −1,826−11.1% | Reduced |
| Sterling Investment Management, Inc. | 14,611 | $3.50M | 2.81% | −1,045−6.7% | Reduced |
| Dempze Nancy E | 14,624 | $3.51M | 3.42% | +538+3.8% | Added |
| Geneva Partners, LLC | 14,625 | $3.51M | 3.31% | −2,119−12.7% | Reduced |
| Nikulski Financial, Inc. | 14,635 | $3.51M | 1.67% | +165+1.1% | Added |
| Vickerman Investment Advisors, Inc. | 14,637 | $3.51M | 1.59% | +112+0.8% | Added |
| Signature Wealth Management Group | 14,652 | $3.51M | 1.72% | −1,135−7.2% | Reduced |
| Aberdeen Wealth Management LLC | 14,665 | $3.52M | 2.65% | +10.0% | Added |
| W Advisors, LLC | 14,670 | $3.52M | 2.93% | +12+0.1% | Added |
| Prosperity Financial Group, Inc. | 14,672 | $3.52M | 3.80% | +14,672 | New |
| Cim, LLC | 13,356 | $3.52M | 0.70% | +53+0.4% | Added |
| Clay Northam Wealth Management, LLC | 14,692 | $3.52M | 4.06% | −47−0.3% | Reduced |
| Stanley Capital Management, LLC | 14,695 | $3.52M | 1.12% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 14,707 | $3.53M | 1.02% | −88−0.6% | Reduced |
| Agur Provident & Training Funds Management Ltd | 14,728 | $3.53M | 1.25% | 00.0% | Unchanged |