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 |
|---|---|---|---|---|---|
| Q Capital Solutions | 16,249 | $3.90M | 7.72% | +2,806+20.9% | Added |
| Legal Advantage Investments, Inc. | 16,301 | $3.91M | 3.21% | −23−0.1% | Reduced |
| Bradley Mark J. | 16,329 | $3.92M | 3.48% | −130−0.8% | Reduced |
| Harbor Advisory Corp | 16,338 | $3.92M | 1.60% | −748−4.4% | Reduced |
| Brookmont Capital Management | 16,347 | $3.92M | 2.41% | −455−2.7% | Reduced |
| Shayne & Co., LLC | 16,348 | $3.92M | 2.17% | 00.0% | Unchanged |
| Delaney Dennis R | 16,365 | $3.92M | 3.51% | +215+1.3% | Added |
| Kolinsky Wealth Management, LLC | 16,367 | $3.92M | 4.48% | −89−0.5% | Reduced |
| Gladius Capital Management LP | 16,374 | $3.93M | 1.24% | −198,005−92.4% | Reduced |
| Highline Wealth Partners LLC | 16,376 | $3.93M | 2.90% | 00.0% | Unchanged |
| waypoint wealth counsel | 16,376 | $3.93M | 3.16% | +16,376 | New |
| HNP Capital LLC | 16,386 | $3.93M | 1.10% | −174−1.1% | Reduced |
| Financial Advisory Partners, LLC | 16,430 | $3.94M | 1.62% | −269−1.6% | Reduced |
| Benchmark Investment Advisors LLC | 16,496 | $3.96M | 4.18% | −133−0.8% | Reduced |
| Boltwood Capital Management | 16,505 | $3.96M | 1.61% | −96−0.6% | Reduced |
| Oak Grove Capital LLC | 16,528 | $3.96M | 2.09% | −20,256−55.1% | Reduced |
| First National Advisers, LLC | 16,544 | $3.97M | 5.08% | +786+5.0% | Added |
| Parametrica Management Ltd | 16,550 | $3.97M | 8.14% | +5,485+49.6% | Added |
| Tradewinds Capital Management, LLC | 16,557 | $3.97M | 1.85% | −589−3.4% | Reduced |
| Eqis Capital Management, Inc. | 16,559 | $3.97M | 0.45% | −1,904−10.3% | Reduced |
| Centurion Wealth Management LLC | 16,580 | $3.98M | 2.24% | +16,580 | New |
| Garrison Point Advisors, LLC | 16,589 | $3.98M | 3.25% | −169−1.0% | Reduced |
| George Kaiser Family Foundation | 16,602 | $3.98M | 0.59% | 00.0% | Unchanged |
| Apriem Advisors | 16,606 | $3.98M | 0.69% | +550+3.4% | Added |
| Stamos Capital Partners, L.P. | 16,640 | $3.99M | 1.26% | −15,280−47.9% | Reduced |
| Blue Zone Wealth Advisors, LLC | 16,664 | $4.00M | 2.13% | +10.0% | Added |
| Matisse Capital | 16,685 | $4.00M | 3.55% | +10.0% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 16,694 | $4.00M | 2.00% | −2,180−11.6% | Reduced |
| Lattice Capital Management, LLC | 16,708 | $4.01M | 5.96% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 16,711 | $4.01M | 2.20% | −3,399−16.9% | Reduced |
| Vista Wealth Management Group, LLC | 16,720 | $4.01M | 0.48% | +1,531+10.1% | Added |
| Jmac Enterprises LLC | 16,724 | $4.01M | 1.10% | −134−0.8% | Reduced |
| Alera Investment Advisors, LLC | 16,814 | $4.03M | 0.95% | −667−3.8% | Reduced |
| Ten Capital Wealth Advisors, LLC | 16,818 | $4.03M | 1.62% | +1,759+11.7% | Added |
| Guardian Investment Management | 16,865 | $4.04M | 3.84% | +1,025+6.5% | Added |
| Successful Portfolios LLC | 16,869 | $4.05M | 2.64% | +393+2.4% | Added |
| Bridgewater Associates, LP | 16,916 | $4.06M | 0.02% | −302,099−94.7% | Reduced |
| Cox Capital Mgt LLC | 16,923 | $4.06M | 2.64% | +125+0.7% | Added |
| SkyView Investment Advisors, LLC | 16,945 | $4.06M | 1.23% | −1,110−6.1% | Reduced |
| HHM Wealth Advisors, LLC | 16,946 | $4.06M | 0.93% | +143+0.9% | Added |
| Pflug Koory, LLC | 16,960 | $4.07M | 2.26% | +370+2.2% | Added |
| Millennium Capital Advisors, LLC | 16,975 | $4.07M | 4.11% | −932−5.2% | Reduced |
| Convergence Investment Partners, LLC | 16,989 | $4.07M | 2.41% | −2,608−13.3% | Reduced |
| Monetta Financial Services Inc | 17,000 | $4.08M | 4.70% | 00.0% | Unchanged |
| McAdam, LLC | 12,140 | $4.08M | 0.40% | −1,651−12.0% | Reduced |
| Stony Point Capital LLC | 17,055 | $4.09M | 1.45% | −3,273−16.1% | Reduced |
| Rational Advisors LLC | 17,114 | $4.10M | 0.34% | +9,213+116.6% | Added |
| First Pacific Financial | 17,125 | $4.11M | 2.03% | +282+1.7% | Added |
| DRW Securities, LLC | 17,130 | $4.11M | 0.84% | +17,130 | New |
| Brooktree Capital Management | 17,141 | $4.11M | 3.38% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 17,144 | $4.11M | 3.64% | −2,694−13.6% | Reduced |
| Capital Advantage, Inc. | 17,151 | $4.11M | 0.92% | +375+2.2% | Added |
| SkyOak Wealth, LLC | 17,156 | $4.11M | 1.38% | +1,020+6.3% | Added |
| Widmann Financial Services, Inc. | 17,160 | $4.12M | 4.31% | +286+1.7% | Added |
| Geller Advisors LLC | 17,233 | $4.13M | 0.70% | +8,394+95.0% | Added |
| Exos TFP Holdings LLC | 17,262 | $4.14M | 1.15% | +2,640+18.1% | Added |
| Noesis Capital Mangement Corp | 17,297 | $4.15M | 1.18% | +611+3.7% | Added |
| TrimTabs Asset Management, LLC | 17,300 | $4.15M | 2.71% | −3,364−16.3% | Reduced |
| WealthBridge Investment Counsel Inc. | 17,305 | $4.15M | 1.82% | +3,150+22.3% | Added |
| Evermay Wealth Management LLC | 17,321 | $4.15M | 0.85% | −220−1.3% | Reduced |
| Baystate Wealth Management LLC | 17,356 | $4.16M | 0.38% | −340−1.9% | Reduced |
| Invst, LLC | 16,795 | $4.16M | 0.65% | +748+4.7% | Added |
| Wealth Alliance Advisory Group, LLC | 17,358 | $4.16M | 1.59% | +168+1.0% | Added |
| Houlihan Financial Resource Group, Ltd. | 17,290 | $4.16M | 2.40% | −199−1.1% | Reduced |
| First Financial Corp | 17,387 | $4.17M | 2.56% | +139+0.8% | Added |
| StrategIQ Financial Group, LLC | 17,393 | $4.17M | 0.48% | +96+0.6% | Added |
| Southeast Asset Advisors Inc. | 17,427 | $4.18M | 0.66% | +383+2.2% | Added |
| New Republic Capital, LLC | 17,428 | $4.18M | 3.30% | +17,428 | New |
| Portman Square Capital LLP | 17,433 | $4.18M | 2.05% | +17,433 | New |
| Capital Management Associates | 17,447 | $4.18M | 6.22% | −1,024−5.5% | Reduced |
| Wunderlich Capital Managemnt | 17,453 | $4.19M | 2.33% | +127+0.7% | Added |
| Amarillo National Bank | 17,455 | $4.19M | 0.97% | −1,237−6.6% | Reduced |
| Knightsbridge Asset Management, LLC | 17,471 | $4.19M | 0.79% | −557−3.1% | Reduced |
| Viawealth, LLC | 18,482 | $4.20M | 3.45% | +18,482 | New |
| S. R. Schill & Associates | 17,539 | $4.21M | 2.09% | −13−0.1% | Reduced |
| Essex LLC | 17,547 | $4.21M | 1.27% | +1,401+8.7% | Added |
| Austin Private Wealth, LLC | 17,551 | $4.21M | 0.74% | +1,110+6.8% | Added |
| Palogic Value Management, L.P. | 17,553 | $4.21M | 2.20% | +17,553 | New |
| Bell & Brown Wealth Advisors, LLC | 17,553 | $4.21M | 2.32% | +1,475+9.2% | Added |
| Centiva Capital, LP | 17,557 | $4.21M | 0.35% | −25,571−59.3% | Reduced |
| Twinbeech Capital LP | 17,574 | $4.21M | 0.08% | −9,264−34.5% | Reduced |
| New England Research & Management, Inc. | 17,616 | $4.22M | 2.43% | −25−0.1% | Reduced |
| American Trust Investment Advisors, LLC | 17,645 | $4.23M | 2.68% | −71−0.4% | Reduced |
| Secure Asset Management, LLC | 17,653 | $4.23M | 1.52% | +2,468+16.3% | Added |
| David R. Rahn & Associates Inc. | 17,660 | $4.24M | 2.13% | −226−1.3% | Reduced |
| Lineweaver Wealth Advisors, LLC | 17,673 | $4.24M | 1.29% | −346−1.9% | Reduced |
| Financial Consulate, Inc | 17,712 | $4.25M | 1.48% | +294+1.7% | Added |
| Karpas Strategies, LLC | 17,780 | $4.26M | 1.50% | +20+0.1% | Added |
| MBL Wealth, LLC | 17,797 | $4.27M | 0.82% | +133+0.8% | Added |
| Capital Insight Partners, LLC | 17,809 | $4.27M | 1.11% | +569+3.3% | Added |
| First National Bank of South Miami | 17,817 | $4.27M | 3.20% | −134−0.7% | Reduced |
| Bennett Selby Investments LP | 17,822 | $4.27M | 3.20% | −117−0.7% | Reduced |
| Slow Capital, Inc. | 17,831 | $4.28M | 0.95% | −91−0.5% | Reduced |
| Green Harvest Asset Management LLC | 17,840 | $4.28M | 0.19% | +17,840 | New |
| Abacus Planning Group, Inc. | 17,842 | $4.28M | 1.17% | −1,658−8.5% | Reduced |
| Old Mission Investment Co LLC | 17,890 | $4.29M | 1.82% | +113+0.6% | Added |
| StrongBox Wealth, LLC | 17,891 | $4.29M | 3.04% | +434+2.5% | Added |
| Allegheny Financial Group LTD | 17,916 | $4.30M | 1.80% | −202−1.1% | Reduced |
| Castellan Group, LLC | 17,918 | $4.30M | 2.99% | +100+0.6% | Added |
| Naviter Wealth, LLC | 17,775 | $4.30M | 1.18% | −6,625−27.2% | Reduced |