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 |
|---|---|---|---|---|---|
| Wedgewood Investors Inc | 14,730 | $3.53M | 4.66% | −1,075−6.8% | Reduced |
| Orion Capital Management LLC | 14,732 | $3.53M | 2.60% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 14,734 | $3.53M | 1.34% | −301−2.0% | Reduced |
| Wealth Architects, LLC | 14,763 | $3.54M | 0.67% | −147−1.0% | Reduced |
| Capstone Triton Financial Group, LLC | 14,769 | $3.54M | 2.84% | −270−1.8% | Reduced |
| Advisory Alpha, LLC | 14,788 | $3.55M | 0.25% | +349+2.4% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 14,798 | $3.55M | 1.50% | +3,313+28.8% | Added |
| Aveo Capital Partners, LLC | 14,802 | $3.55M | 0.53% | +1,163+8.5% | Added |
| Ellsworth Advisors, LLC | 15,059 | $3.55M | 1.33% | −299−1.9% | Reduced |
| Strata Wealth Advisors, LLC | 14,818 | $3.55M | 1.97% | +14,818 | New |
| Alaska Permanent Fund Corp | 14,828 | $3.56M | 0.06% | +155+1.1% | Added |
| Red Lighthouse Investment Management, LLC | 14,837 | $3.56M | 1.79% | +14,837 | New |
| SAM Advisors, LLC | 14,858 | $3.56M | 1.57% | +783+5.6% | Added |
| Highview Capital Management LLC | 14,893 | $3.57M | 2.17% | −5,706−27.7% | Reduced |
| Global Financial Private Client, LLC | 14,923 | $3.58M | 2.00% | +281+1.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,929 | $3.58M | 2.25% | −122−0.8% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 14,931 | $3.58M | 2.06% | +75+0.5% | Added |
| Harvey Investment Co LLC | 14,965 | $3.59M | 0.46% | 00.0% | Unchanged |
| Perseverance Asset Management International | 15,000 | $3.60M | 1.61% | −30,000−66.7% | Reduced |
| Powers Advisory Group, LLC | 15,008 | $3.60M | 2.65% | −11−0.1% | Reduced |
| Acropolis Investment Management, LLC | 15,034 | $3.61M | 0.32% | +141+0.9% | Added |
| Bridgecreek Investment Management, LLC | 15,075 | $3.62M | 0.81% | +2,325+18.2% | Added |
| Wolff Wiese Magana LLC | 15,078 | $3.62M | 3.10% | −1,878−11.1% | Reduced |
| RW Investment Management LLC | 15,093 | $3.62M | 1.42% | +15,093 | New |
| Coastal Bridge Advisors, LLC | 15,095 | $3.62M | 1.03% | +548+3.8% | Added |
| American State Bank (Iowa) | 15,112 | $3.62M | 2.80% | +161+1.1% | Added |
| Geneva Capital Management LLC | 15,115 | $3.62M | 0.08% | −1,627−9.7% | Reduced |
| Sage Rhino Capital LLC | 15,116 | $3.63M | 1.15% | −1,387−8.4% | Reduced |
| Shilanski & Associates, Inc. | 15,134 | $3.63M | 1.59% | −84−0.6% | Reduced |
| DGS Capital Management, LLC | 15,139 | $3.63M | 2.37% | +1,238+8.9% | Added |
| Shoker Investment Counsel, Inc. | 15,177 | $3.64M | 1.63% | −27−0.2% | Reduced |
| Calton & Associates, Inc. | 15,183 | $3.64M | 1.41% | +5,094+50.5% | Added |
| Charles Carroll Financial Partners, LLC | 15,200 | $3.65M | 5.63% | −1,638−9.7% | Reduced |
| Algert Global LLC | 15,242 | $3.66M | 0.20% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 15,260 | $3.66M | 5.19% | +399+2.7% | Added |
| West Family Investments, Inc. | 15,267 | $3.66M | 1.25% | −4,185−21.5% | Reduced |
| Cribstone Capital Management, LLC | 15,273 | $3.66M | 2.13% | +1,465+10.6% | Added |
| Ridgecrest Wealth Partners, LLC | 15,273 | $3.66M | 2.78% | +61+0.4% | Added |
| Callan Capital, LLC | 15,310 | $3.67M | 0.45% | +3,287+27.3% | Added |
| Belmont Capital, LLC | 15,314 | $3.67M | 3.93% | +440+3.0% | Added |
| LexAurum Advisors, LLC | 15,320 | $3.67M | 1.32% | −17−0.1% | Reduced |
| Perkins Capital Management Inc | 15,326 | $3.67M | 3.88% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 15,338 | $3.68M | 2.52% | −300−1.9% | Reduced |
| Hourglass Capital, LLC | 15,367 | $3.69M | 1.30% | 00.0% | Unchanged |
| Bassett Hargrove Investment Counsel, LLC | 15,295 | $3.69M | 6.90% | −355−2.3% | Reduced |
| New Capital Management LP | 15,392 | $3.69M | 1.59% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 16,454 | $3.70M | 1.91% | −1,754−9.6% | Reduced |
| Patriot Investment Management Inc. | 14,940 | $3.71M | 0.32% | −1,735−10.4% | Reduced |
| Addison Advisors LLC | 15,486 | $3.71M | 2.22% | −89−0.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 15,511 | $3.72M | 0.93% | +8,047+107.8% | Added |
| Windmill Hill Asset Management Ltd | 15,545 | $3.73M | 2.40% | +15,545 | New |
| Home Federal Bank of Tennessee | 15,549 | $3.73M | 1.42% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 15,560 | $3.73M | 1.38% | +397+2.6% | Added |
| Red Spruce Capital, LLC | 15,560 | $3.73M | 2.38% | +850+5.8% | Added |
| Ayalon Holdings Ltd. | 15,563 | $3.73M | 1.76% | −3,470−18.2% | Reduced |
| First Dallas Securities Inc. | 15,566 | $3.73M | 2.25% | −1,167−7.0% | Reduced |
| WNY Asset Management, LLC | 15,588 | $3.74M | 1.01% | +220+1.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 15,600 | $3.74M | 0.58% | −1,346−7.9% | Reduced |
| Hemington Wealth Management | 15,610 | $3.74M | 1.61% | +77+0.5% | Added |
| Legacy CG, LLC | 15,608 | $3.74M | 2.19% | +2,252+16.9% | Added |
| Lifeworks Advisors, LLC | 15,633 | $3.75M | 2.11% | −1,348−7.9% | Reduced |
| Prudent Man Advisors, LLC | 15,644 | $3.75M | 1.52% | +3,780+31.9% | Added |
| Independence Bank of Kentucky | 15,667 | $3.76M | 1.69% | +1,271+8.8% | Added |
| Am Investment Strategies LLC | 15,689 | $3.76M | 1.34% | −649−4.0% | Reduced |
| Main Street Research LLC | 15,696 | $3.76M | 0.92% | +996+6.8% | Added |
| Eagle Strategies LLC | 15,697 | $3.76M | 1.12% | +125+0.8% | Added |
| InTrack Investment Management Inc | 15,732 | $3.77M | 3.78% | +1,071+7.3% | Added |
| Patron Partners Advisors, LLC | 15,737 | $3.77M | 2.83% | −184−1.2% | Reduced |
| Weaver Consulting Group | 15,752 | $3.78M | 1.93% | +846+5.7% | Added |
| Private Harbour Investment Management & Counsel, LLC | 15,782 | $3.78M | 4.17% | +20.0% | Added |
| Relative Value Partners Group, LLC | 15,816 | $3.79M | 0.27% | +5,685+56.1% | Added |
| Trellis Wealth Advisors LLC | 15,847 | $3.80M | 3.27% | +15,847 | New |
| Catalyst Capital Advisors LLC | 15,848 | $3.80M | 0.12% | +1,693+12.0% | Added |
| Ssi Investment Management LLC | 15,858 | $3.80M | 0.24% | −10−0.1% | Reduced |
| Integris Wealth Management, LLC | 15,866 | $3.80M | 1.48% | +15,866 | New |
| Snider Financial Group | 15,919 | $3.82M | 2.11% | +216+1.4% | Added |
| Red Cedar Investment Management, LLC | 15,939 | $3.82M | 0.60% | −1,616−9.2% | Reduced |
| Rosenbaum Jay D. | 15,944 | $3.82M | 8.26% | −20.0% | Reduced |
| Beech Hill Advisors, Inc. | 15,947 | $3.82M | 2.13% | −629−3.8% | Reduced |
| Long Run Wealth Advisors, LLC | 15,966 | $3.83M | 1.38% | +415+2.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 15,982 | $3.83M | 2.52% | −60−0.4% | Reduced |
| Paragon Advisors, LLC | 15,983 | $3.83M | 1.69% | −639−3.8% | Reduced |
| Gries Financial LLC | 15,991 | $3.83M | 1.27% | +957+6.4% | Added |
| Precept Management LLC | 16,000 | $3.84M | 34.37% | +6,600+70.2% | Added |
| Werlinich Asset Management, LLC | 16,021 | $3.84M | 3.56% | −180−1.1% | Reduced |
| Investors Asset Management of Georgia Inc | 16,031 | $3.84M | 2.00% | −10−0.1% | Reduced |
| Northcape Wealth Management, LLC | 16,033 | $3.84M | 2.15% | −9,601−37.5% | Reduced |
| Herbst Group, LLC | 16,037 | $3.85M | 3.11% | +10+0.1% | Added |
| BBR Partners, LLC | 16,055 | $3.85M | 0.43% | −8,300−34.1% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 16,064 | $3.85M | 2.34% | −382−2.3% | Reduced |
| Goodman Advisory Group, LLC | 16,065 | $3.85M | 2.24% | +944+6.2% | Added |
| Acorn Wealth Advisors, LLC | 16,074 | $3.85M | 2.95% | +130+0.8% | Added |
| Athena Investment Management | 16,083 | $3.86M | 2.83% | +212+1.3% | Added |
| Curated Wealth Partners LLC | 16,091 | $3.86M | 0.94% | +164+1.0% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 16,100 | $3.86M | 3.34% | 00.0% | Unchanged |
| Thomas White International Ltd | 16,119 | $3.87M | 0.85% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 16,128 | $3.87M | 1.48% | +193+1.2% | Added |
| Chickasaw Capital Management LLC | 16,161 | $3.88M | 0.20% | −700−4.2% | Reduced |
| NCM Capital Management, LLC | 16,182 | $3.88M | 2.56% | +419+2.7% | Added |
| Jeppson Wealth Management, LLC | 16,229 | $3.89M | 1.64% | +109+0.7% | Added |