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; 6,247 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
- 2,048 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Concentric Capital Strategies, LP | 969 | $232.4K | 0.12% | +969 | New |
| Axiom Advisory, LLC | 969 | $232.5K | 0.25% | −8−0.8% | Reduced |
| Strid Group, LLC | 971 | $232.9K | 0.06% | 00.0% | Unchanged |
| Custos Family Office, LLC | 973 | $233.2K | 0.19% | +973 | New |
| Seaside Wealth Management, Inc. | 981 | $235.2K | 0.16% | 00.0% | Unchanged |
| Frontier Asset Management, LLC | 992 | $238.0K | 0.11% | +992 | New |
| Forum Private Client Group LLC | 994 | $238.3K | 0.16% | −7−0.7% | Reduced |
| Quinn Opportunity Partners LLC | 1,000 | $239.8K | 0.03% | +1,000 | New |
| Hyperion Capital Advisors LP | 1,007 | $241.5K | 0.12% | 00.0% | Unchanged |
| Lowery Thomas, LLC | 1,007 | $241.6K | 0.29% | −93−8.5% | Reduced |
| New England Professional Planning Group Inc. | 1,017 | $243.9K | 0.14% | +105+11.5% | Added |
| Tanglewood Wealth Management, Inc. | 1,017 | $244.0K | 0.04% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 1,023 | $245.4K | 0.10% | +2+0.2% | Added |
| Avant Capital LLC | 1,025 | $245.9K | 0.30% | +2+0.2% | Added |
| Treasure Coast Financial Planning | 1,026 | $246.0K | 0.18% | 00.0% | Unchanged |
| Acute Investment Advisory, LLC | 1,027 | $246.3K | 0.17% | −2,973−74.3% | Reduced |
| Jump Financial, LLC | 1,029 | $246.8K | 0.01% | −68,883−98.5% | Reduced |
| Lountzis Asset Management, LLC | 963 | $247.0K | 0.15% | 00.0% | Unchanged |
| Milestone Advisory Partners | 1,033 | $247.7K | 0.18% | 00.0% | Unchanged |
| Ruffer LLP | 1,031 | $248.0K | 0.02% | 00.0% | Unchanged |
| Dravo Bay LLC | 1,035 | $248.2K | 0.20% | +53+5.4% | Added |
| Ardent Capital Management, Inc. | 1,035 | $248.2K | 0.19% | +1,035 | New |
| Whitaker-Myers Wealth Managers, LTD. | 1,039 | $249.2K | 0.24% | +1,039 | New |
| Johnson Financial Group, LLC | 1,041 | $249.7K | 0.04% | −1,002−49.0% | Reduced |
| Tri-Star Advisors Inc. | 1,039 | $249.7K | 0.12% | 00.0% | Unchanged |
| American Planning Services, Inc. | 1,049 | $251.6K | 0.25% | +1,048+104,800.0% | Added |
| Saybrook Capital | 1,052 | $252.0K | 0.08% | 00.0% | Unchanged |
| Interactive Financial Advisors | 1,051 | $252.1K | 0.15% | 00.0% | Unchanged |
| Beacon Wealthcare LLC | 1,056 | $253.3K | 0.14% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1,061 | $254.4K | 0.04% | +228+27.4% | Added |
| Compass Financial Group, Inc. | 1,065 | $255.0K | 0.17% | 00.0% | Unchanged |
| Horizons Wealth Management | 1,062 | $255.0K | 0.20% | 00.0% | Unchanged |
| Advisory Services & Investments, LLC | 1,067 | $255.9K | 0.25% | −11,190−91.3% | Reduced |
| Beacon Financial Planning, Inc | 1,070 | $256.5K | 0.27% | +1,070 | New |
| Linker Capital Management Inc. | 1,070 | $257.0K | 0.29% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 1,075 | $257.8K | 0.25% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,081 | $259.0K | 0.16% | −75−6.5% | Reduced |
| Sicart Associates LLC | 1,080 | $259.0K | 0.09% | −130−10.7% | Reduced |
| Crane Advisory, LLC | 1,081 | $259.2K | 0.11% | −60−5.3% | Reduced |
| Ellerson Group Inc | 1,086 | $260.0K | 0.28% | +1,086 | New |
| Fithian, LLC | 1,085 | $260.2K | 1.24% | +1,085 | New |
| TAGStone Capital, Inc. | 1,088 | $261.0K | 0.22% | −18−1.6% | Reduced |
| OLIO Financial Planning | 1,092 | $262.1K | 0.14% | −17−1.5% | Reduced |
| Financial Alternatives, Inc | 1,093 | $262.1K | 0.26% | +1,093 | New |
| Delphia (USA) Inc. | 1,095 | $262.7K | 0.30% | +1,095 | New |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,100 | $264.0K | 0.09% | +3+0.3% | Added |
| Dopkins Wealth Management, LLC | 1,115 | $267.4K | 0.24% | 00.0% | Unchanged |
| Crabel Capital Management, LLC | 1,123 | $269.0K | 0.10% | −173−13.3% | Reduced |
| Praetorian Wealth Management, Inc. | 1,124 | $269.6K | 0.10% | −79−6.6% | Reduced |
| 1492 Capital Management LLC | 1,125 | $269.8K | 0.17% | +7+0.6% | Added |
| Second Half Financial Partners, LLC | 1,097 | $271.9K | 0.18% | −5−0.5% | Reduced |
| WJ Interests, LLC | 1,137 | $272.7K | 0.23% | +40+3.6% | Added |
| BCK Partners, Inc. | 1,138 | $272.9K | 0.18% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 1,140 | $273.4K | 0.30% | −254−18.2% | Reduced |
| AlphaMark Advisors, LLC | 1,143 | $274.0K | 0.14% | +18+1.6% | Added |
| Corton Capital Inc. | 1,148 | $275.3K | 0.23% | +1,148 | New |
| MTM Financial Group, LLC | 1,149 | $275.5K | 0.24% | −5−0.4% | Reduced |
| Ulrich Consultants & Investment Group, LLC | 1,150 | $275.8K | 0.62% | −12,210−91.4% | Reduced |
| Family Investment Center, Inc. | 1,151 | $276.1K | 0.20% | +1,151 | New |
| Bryant Woods Investment Advisors, LLC | 1,151 | $276.2K | 0.23% | −84−6.8% | Reduced |
| Intergy Private Wealth, LLC | 1,162 | $278.7K | 0.17% | +1,162 | New |
| Waller Financial Planning Group, Inc | 1,165 | $279.4K | 0.08% | 00.0% | Unchanged |
| Afg Fiduciary Services Limited Partnership | 1,174 | $281.5K | 0.26% | −46−3.8% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,180 | $283.0K | 2.48% | −170−12.6% | Reduced |
| Fee-Only Financial Planning, L.C. | 1,181 | $283.2K | 0.24% | +1,181 | New |
| Reinhart Partners, Inc. | 1,190 | $285.0K | 0.02% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 1,192 | $286.0K | 0.11% | +200+20.2% | Added |
| Private Wealth Group, LLC | 1,204 | $288.7K | 0.41% | +1,204 | New |
| High Probability Advisors, LLC | 1,207 | $289.5K | 0.08% | +144+13.5% | Added |
| Johnson Midwest Financial, LLC | 1,222 | $293.0K | 1.07% | +108+9.7% | Added |
| Arkansas Financial Group, Inc. | 1,223 | $293.3K | 0.06% | −106−8.0% | Reduced |
| Guardian Wealth Management, Inc. | 1,226 | $294.0K | 0.29% | −59−4.6% | Reduced |
| Truefg, LLC | 1,229 | $294.7K | 0.14% | +2+0.2% | Added |
| My Purposeful Wealth Corp. | 1,248 | $299.2K | 0.26% | +1,248 | New |
| Capital CS Group, LLC | 1,253 | $300.5K | 0.33% | 00.0% | Unchanged |
| Cardinal Capital Management, Inc. | 1,273 | $305.3K | 0.02% | +1,273 | New |
| Stapp Wealth Management, PLLC | 1,276 | $306.0K | 0.73% | 00.0% | Unchanged |
| Tremblant Capital Group | 1,280 | $307.0K | 0.03% | +1,280 | New |
| Dominguez Wealth Management Solutions, Inc. | 1,287 | $308.7K | 0.31% | +1,287 | New |
| Ameraudi Asset Management, Inc. | 1,288 | $308.9K | 0.13% | −1,892−59.5% | Reduced |
| Flower City Capital | 1,291 | $309.7K | 0.36% | −130−9.1% | Reduced |
| True Link Financial Advisors, LLC | 1,300 | $311.8K | 0.04% | −80−5.8% | Reduced |
| Partners in Financial Planning | 1,306 | $312.9K | 0.09% | 00.0% | Unchanged |
| Telemetry Investments, L.L.C. | 1,306 | $313.0K | 0.73% | +389+42.4% | Added |
| MorganRosel Wealth Management, LLC | 1,307 | $313.4K | 0.14% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 1,317 | $315.8K | 0.04% | −159−10.8% | Reduced |
| Rather & Kittrell, Inc. | 1,325 | $317.7K | 0.17% | −36−2.6% | Reduced |
| Regis Management CO LLC | 1,327 | $318.0K | 0.07% | +1,327 | New |
| Guardian Wealth Advisors, LLC | 1,331 | $319.1K | 0.28% | −29−2.1% | Reduced |
| Denver Wealth Management, Inc. | 1,348 | $323.0K | 0.24% | +41+3.1% | Added |
| Black Swift Group, LLC | 1,351 | $324.0K | 0.13% | −6,649−83.1% | Reduced |
| Outfitter Financial LLC | 1,356 | $325.2K | 0.30% | +141+11.6% | Added |
| Lifestyle Asset Management, Inc. | 1,357 | $325.4K | 0.26% | +1,357 | New |
| Core Wealth Management, Inc. | 1,362 | $326.6K | 0.18% | +1,362 | New |
| Mosaic Advisors LLC | 1,366 | $327.6K | 0.28% | +493+56.5% | Added |
| New England Guild Wealth Advisors, Inc. | 1,369 | $328.0K | 0.17% | +31+2.3% | Added |
| Family Capital Trust Co | 1,383 | $331.7K | 0.13% | 00.0% | Unchanged |
| Disciplined Growth Investors Inc | 1,387 | $332.6K | 0.01% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,397 | $335.0K | 0.20% | −1,354−49.2% | Reduced |
| Syntax Advisors, LLC | 1,397 | $335.0K | 0.28% | −1,354−49.2% | Reduced |