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 |
|---|---|---|---|---|---|
| Sonnipe Ltd | 17,952 | $4.31M | 0.80% | +17,952 | New |
| Page Arthur B | 17,954 | $4.31M | 4.23% | +60.0% | Added |
| CVA Family Office, LLC | 17,970 | $4.31M | 1.05% | −368−2.0% | Reduced |
| Phoenix Wealth Advisors | 17,994 | $4.32M | 2.60% | +675+3.9% | Added |
| Sender Co & Partners, Inc. | 18,008 | $4.32M | 6.61% | +18,008 | New |
| Watchman Group, Inc. | 18,011 | $4.32M | 2.39% | −362−2.0% | Reduced |
| Vise Technologies, Inc. | 18,038 | $4.33M | 1.35% | +4,081+29.2% | Added |
| Clarus Group, Inc. | 18,060 | $4.33M | 3.80% | −45−0.2% | Reduced |
| Affinity Investment Advisors, LLC | 18,068 | $4.33M | 1.99% | +10+0.1% | Added |
| Sax Wealth Advisors, LLC | 18,093 | $4.34M | 1.00% | +1,818+11.2% | Added |
| Lane Generational LLC | 18,105 | $4.34M | 6.28% | +44+0.2% | Added |
| Newbridge Financial Services Group, Inc. | 18,106 | $4.34M | 2.51% | −627−3.3% | Reduced |
| Eley Financial Management, Inc | 18,112 | $4.34M | 2.34% | +18,112 | New |
| Fidelis Capital Partners, LLC | 19,136 | $4.35M | 5.13% | +19,136 | New |
| Optimum Investment Advisors | 18,153 | $4.35M | 2.36% | −1,353−6.9% | Reduced |
| Strategic Financial Services, Inc, | 18,175 | $4.36M | 0.35% | −865−4.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 18,189 | $4.36M | 2.22% | +366+2.1% | Added |
| AFS Financial Group, LLC | 18,214 | $4.37M | 3.11% | +18,214 | New |
| Freedom Day Solutions, LLC | 18,263 | $4.38M | 2.18% | −2,603−12.5% | Reduced |
| Foster Group, Inc. | 18,287 | $4.39M | 0.33% | +475+2.7% | Added |
| Incline Global Management LLC | 18,297 | $4.39M | 1.62% | +18,297 | New |
| Leelyn Smith, LLC | 18,305 | $4.39M | 1.21% | +2,902+18.8% | Added |
| Aspen Investment Management Inc | 18,307 | $4.39M | 2.87% | −2,122−10.4% | Reduced |
| Fusion Capital, LLC | 18,306 | $4.39M | 2.59% | +797+4.6% | Added |
| Connective Capital Management, LLC | 18,309 | $4.39M | 1.59% | +18,309 | New |
| EPG Wealth Management LLC | 18,316 | $4.39M | 1.67% | −181−1.0% | Reduced |
| Prelude Capital Management, LLC | 18,329 | $4.40M | 0.27% | −21,920−54.5% | Reduced |
| MBB Public Markets I LLC | 18,332 | $4.40M | 0.12% | +64+0.4% | Added |
| Cohen Investment Advisors LLC | 18,371 | $4.41M | 3.67% | +181+1.0% | Added |
| Schrum Private Wealth Management LLC | 18,405 | $4.41M | 5.23% | −1,661−8.3% | Reduced |
| MSH Capital Advisors LLC | 18,407 | $4.41M | 1.99% | +720+4.1% | Added |
| Waddell & Associates, LLC | 18,423 | $4.42M | 0.74% | +2,052+12.5% | Added |
| Peninsula Asset Management Inc | 18,430 | $4.42M | 2.71% | −720−3.8% | Reduced |
| Gs Investments, Inc. | 18,448 | $4.42M | 2.74% | +44+0.2% | Added |
| Bouvel Investment Partners, LLC | 18,462 | $4.43M | 2.86% | −10.0% | Reduced |
| Bienville Capital Management, LLC | 18,474 | $4.43M | 1.65% | −55−0.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 18,475 | $4.43M | 1.34% | +732+4.1% | Added |
| Mechanics Financial Corp | 18,520 | $4.44M | 2.65% | −159−0.9% | Reduced |
| Tower View Investment Management & Research LLC | 18,534 | $4.45M | 3.11% | −133−0.7% | Reduced |
| NWK Group, Inc. | 18,569 | $4.45M | 3.28% | −3,761−16.8% | Reduced |
| LCM Capital Management Inc | 18,583 | $4.46M | 4.34% | +22+0.1% | Added |
| Wittenberg Investment Management, Inc. | 18,588 | $4.46M | 1.81% | −50−0.3% | Reduced |
| DeDora Capital, Inc. | 18,595 | $4.46M | 2.12% | +125+0.7% | Added |
| Cedar Brook Financial Partners, LLC | 18,611 | $4.46M | 1.26% | −127−0.7% | Reduced |
| Adams Asset Advisors, LLC | 18,613 | $4.46M | 0.60% | −50−0.3% | Reduced |
| RWM Asset Management, LLC | 18,614 | $4.46M | 0.97% | −359−1.9% | Reduced |
| Larson Financial Group LLC | 18,641 | $4.47M | 0.54% | +4,262+29.6% | Added |
| RBA Wealth Management, LLC | 18,649 | $4.47M | 2.35% | +96+0.5% | Added |
| Security National Bank of Sioux City Iowa | 18,654 | $4.47M | 3.42% | +670+3.7% | Added |
| Darwin Advisors, LLC | 18,711 | $4.48M | 1.16% | −2,637−12.4% | Reduced |
| Concord Wealth Partners | 18,673 | $4.48M | 1.35% | −4,372−19.0% | Reduced |
| Drive Wealth Management, LLC | 18,696 | $4.48M | 2.24% | +7,050+60.5% | Added |
| Beaton Management Co. Inc. | 18,726 | $4.49M | 3.01% | +50+0.3% | Added |
| McBroom & Associates, LLC | 18,731 | $4.49M | 4.87% | −348−1.8% | Reduced |
| Peak Planning Group, LLC | 18,748 | $4.50M | 3.96% | −44−0.2% | Reduced |
| Mathes Company, Inc. | 18,761 | $4.50M | 2.27% | −30−0.2% | Reduced |
| CORDA Investment Management, LLC. | 18,772 | $4.50M | 0.37% | +655+3.6% | Added |
| Integrated Investment Consultants, LLC | 18,783 | $4.50M | 1.52% | +1,718+10.1% | Added |
| Montgomery Investment Management Inc | 18,805 | $4.51M | 1.60% | 00.0% | Unchanged |
| Reik & Co., LLC | 18,804 | $4.51M | 1.30% | −150−0.8% | Reduced |
| Autumn Glory Partners, LLC | 18,826 | $4.51M | 2.41% | +1,690+9.9% | Added |
| Oxinas Partners Wealth Management LLC | 18,838 | $4.52M | 3.82% | +1,384+7.9% | Added |
| Kenfarb & Co. | 18,861 | $4.52M | 4.01% | −125−0.7% | Reduced |
| CV Advisors LLC | 18,902 | $4.53M | 4.72% | +2,430+14.8% | Added |
| Camden Capital, LLC | 18,916 | $4.54M | 0.72% | −1,846−8.9% | Reduced |
| Bluesphere Advisors, LLC | 18,934 | $4.54M | 4.03% | −825−4.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 18,939 | $4.54M | 2.44% | +1,402+8.0% | Added |
| State of Wyoming | 18,975 | $4.55M | 1.51% | −616−3.1% | Reduced |
| FLC Capital Advisors | 18,998 | $4.56M | 1.42% | −226−1.2% | Reduced |
| KCS Wealth Advisory | 19,007 | $4.56M | 1.89% | +1,584+9.1% | Added |
| Hollencrest Capital Management | 19,015 | $4.56M | 0.56% | −8,201−30.1% | Reduced |
| Prosperity Wealth Management, Inc. | 19,046 | $4.57M | 4.53% | +19,046 | New |
| Gilbert & Cook, Inc. | 19,075 | $4.57M | 0.83% | +30.0% | Added |
| Regency Capital Management Inc. | 19,093 | $4.58M | 5.26% | −2,237−10.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 19,114 | $4.58M | 2.21% | +17+0.1% | Added |
| Royal Capital Wealth Management, LLC | 19,118 | $4.58M | 4.87% | +12+0.1% | Added |
| Summit Place Financial Advisors, LLC | 19,141 | $4.59M | 3.78% | +3,061+19.0% | Added |
| Trellis Advisors, LLC | 19,185 | $4.60M | 2.41% | −646−3.3% | Reduced |
| Sitrin Capital Management LLC | 19,189 | $4.60M | 2.93% | −865−4.3% | Reduced |
| City of London Investment Management Co Ltd | 19,189 | $4.60M | 0.37% | −7,537−28.2% | Reduced |
| United Bank | 19,205 | $4.61M | 2.83% | −1,915−9.1% | Reduced |
| F/M Investments LLC | 19,218 | $4.61M | 5.58% | −1,063−5.2% | Reduced |
| Ar Asset Management Inc | 19,219 | $4.61M | 1.31% | −4,685−19.6% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 19,242 | $4.61M | 1.01% | −4,512−19.0% | Reduced |
| Intellectus Partners, LLC | 19,245 | $4.62M | 1.61% | −270−1.4% | Reduced |
| Cape Ann Savings Bank | 19,252 | $4.62M | 3.38% | −108−0.6% | Reduced |
| B&D White Capital Company, LLC | 19,278 | $4.62M | 1.62% | −5,130−21.0% | Reduced |
| Accredited Investors Inc. | 19,280 | $4.62M | 0.39% | +571+3.1% | Added |
| Wealth Dimensions Group, Ltd. | 19,284 | $4.62M | 1.89% | +674+3.6% | Added |
| Globeflex Capital L P | 19,286 | $4.63M | 0.59% | +10,200+112.3% | Added |
| Bender Robert & Associates | 19,287 | $4.63M | 1.73% | +30.0% | Added |
| FSM Wealth Advisors, LLC | 19,296 | $4.63M | 3.29% | +2,017+11.7% | Added |
| Palmer Knight Co | 19,310 | $4.63M | 4.14% | 00.0% | Unchanged |
| US Asset Management LLC | 19,334 | $4.64M | 5.00% | +19,334 | New |
| Centennial Bank | 19,343 | $4.64M | 2.65% | +19,343 | New |
| Kerrisdale Advisers, LLC | 19,354 | $4.64M | 1.38% | −18,894−49.4% | Reduced |
| Fairhaven Wealth Management, LLC | 19,371 | $4.65M | 1.97% | +105+0.5% | Added |
| First Community Trust NA | 19,386 | $4.65M | 5.41% | +566+3.0% | Added |
| Bangor Savings Bank | 19,396 | $4.65M | 0.55% | −3,616−15.7% | Reduced |
| First Command Bank | 19,416 | $4.66M | 0.59% | −405−2.0% | Reduced |