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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| First Command Financial Services, Inc. | 19,416 | $4.66M | 0.59% | −405−2.0% | Reduced |
| Beacon Financial Group | 19,223 | $4.66M | 0.64% | +473+2.5% | Added |
| Sterling Investment Advisors, Ltd. | 19,434 | $4.66M | 1.67% | −14−0.1% | Reduced |
| Pacitti Group Inc. | 19,447 | $4.66M | 3.65% | −933−4.6% | Reduced |
| Accurate Wealth Management, LLC | 20,407 | $4.67M | 1.72% | −1,227−5.7% | Reduced |
| L.M. Kohn & Company | 19,508 | $4.68M | 2.19% | +546+2.9% | Added |
| Virginia Wealth Management Group, Inc. | 19,511 | $4.68M | 3.24% | +310+1.6% | Added |
| Alliance Wealth Advisors, LLC | 19,519 | $4.68M | 2.10% | +19,519 | New |
| Consolidated Press International Holdings Ltd | 19,560 | $4.69M | 1.62% | +19,560 | New |
| Pettee Investors, Inc. | 19,577 | $4.70M | 2.30% | +1,145+6.2% | Added |
| CenterBook Partners LP | 19,581 | $4.70M | 0.77% | −4,524−18.8% | Reduced |
| Handelsinvest Investeringsforvaltning | 19,599 | $4.70M | 0.74% | −5,143−20.8% | Reduced |
| Private Portfolio Partners LLC | 19,653 | $4.71M | 1.24% | −545−2.7% | Reduced |
| Abundance Wealth Counselors | 19,673 | $4.72M | 1.28% | +821+4.4% | Added |
| Bull Street Advisors, LLC | 19,696 | $4.72M | 2.45% | +60+0.3% | Added |
| WD Rutherford LLC | 19,621 | $4.73M | 3.71% | −355−1.8% | Reduced |
| CoreCap Advisors, LLC | 19,734 | $4.73M | 0.34% | +291+1.5% | Added |
| Canton Hathaway, LLC | 19,736 | $4.73M | 1.65% | −520−2.6% | Reduced |
| Lincluden Management Ltd | 19,751 | $4.74M | 0.56% | −106−0.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 19,760 | $4.74M | 1.44% | −6,761−25.5% | Reduced |
| Richelieu Gestion PLC | 19,830 | $4.76M | 4.98% | +3,480+21.3% | Added |
| Insight Advisors, LLC | 19,872 | $4.76M | 1.67% | −190−0.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 19,854 | $4.76M | 3.71% | +301+1.5% | Added |
| Triasima Portfolio Management inc. | 19,858 | $4.76M | 0.36% | −12,482−38.6% | Reduced |
| Carl P. Sherr & Co., LLC | 19,898 | $4.77M | 3.62% | +911+4.8% | Added |
| Amica Retiree Medical Trust | 19,932 | $4.78M | 6.14% | −747−3.6% | Reduced |
| Ahl Investment Management, Inc. | 19,989 | $4.79M | 4.45% | +427+2.2% | Added |
| S.A. Mason LLC | 19,998 | $4.80M | 3.61% | −1,346−6.3% | Reduced |
| Barbara Oil Co. | 20,000 | $4.80M | 2.29% | 00.0% | Unchanged |
| Diversified Investment Strategies, LLC | 20,039 | $4.81M | 3.73% | −34−0.2% | Reduced |
| Atticus Wealth Management, LLC | 20,040 | $4.81M | 1.98% | −706−3.4% | Reduced |
| Gilman Hill Asset Management, LLC | 20,078 | $4.82M | 0.99% | −15−0.1% | Reduced |
| Wealth Management Associates, Inc. | 20,089 | $4.82M | 3.21% | −32−0.2% | Reduced |
| Alta Advisers Ltd | 20,100 | $4.82M | 2.89% | +500+2.6% | Added |
| Providence Wealth Advisors, LLC | 21,694 | $4.82M | 3.58% | −98−0.4% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $4.82M | 4.77% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 20,128 | $4.83M | 0.41% | +1,549+8.3% | Added |
| SignalPoint Asset Management, LLC | 20,143 | $4.83M | 1.69% | +1,084+5.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 20,162 | $4.84M | 2.16% | −199−1.0% | Reduced |
| Aft, Forsyth & Company, Inc. | 20,206 | $4.85M | 4.14% | −740−3.5% | Reduced |
| KG&L Capital Management,LLC | 20,222 | $4.85M | 2.80% | +1,016+5.3% | Added |
| Catalyst Financial Partners LLC | 20,246 | $4.86M | 2.50% | +20,246 | New |
| Graham Capital Management, L.P. | 20,275 | $4.86M | 0.19% | +3,597+21.6% | Added |
| M.D. Sass Investors Services, Inc. | 20,355 | $4.88M | 0.87% | −7,145−26.0% | Reduced |
| Unison Asset Management LLC | 20,357 | $4.88M | 4.05% | 00.0% | Unchanged |
| Bishop Rock Capital, L.P. | 20,371 | $4.89M | 6.51% | −18,540−47.6% | Reduced |
| Steamboat Capital Partners, LLC | 20,427 | $4.90M | 1.99% | +395+2.0% | Added |
| Financial Advisors, LLC | 20,432 | $4.90M | 1.34% | −986−4.6% | Reduced |
| Nordwand Advisors, LLC | 38,197 | $4.90M | 0.61% | +38,197 | New |
| Keystone Wealth Services, LLC | 20,448 | $4.90M | 2.14% | +1,210+6.3% | Added |
| Seven Eight Capital, LP | 20,482 | $4.91M | 1.28% | −5,251−20.4% | Reduced |
| GFG Capital, LLC | 18,983 | $4.92M | 1.11% | −100−0.5% | Reduced |
| First United Bank Trust | 20,540 | $4.93M | 2.40% | −260−1.3% | Reduced |
| Bank of Stockton | 20,560 | $4.93M | 1.72% | −568−2.7% | Reduced |
| Platinum Investment Management Ltd | 20,564 | $4.93M | 0.19% | −1,748−7.8% | Reduced |
| Keeler Thomas Management LLC | 20,667 | $4.94M | 2.49% | −9,315−31.1% | Reduced |
| Advisor OS, LLC | 20,590 | $4.94M | 1.31% | +1,258+6.5% | Added |
| Kercheville Advisors, LLC | 20,633 | $4.95M | 3.42% | −2,246−9.8% | Reduced |
| RDA Financial Network | 20,637 | $4.95M | 2.49% | −314−1.5% | Reduced |
| Octavia Wealth Advisors, LLC | 20,749 | $4.98M | 1.23% | −28−0.1% | Reduced |
| Asset Management Corp | 20,750 | $4.98M | 4.17% | −5,566−21.2% | Reduced |
| Pacifica Partners Inc. | 21,013 | $4.98M | 3.38% | +2,346+12.6% | Added |
| Vectors Research Management, LLC | 20,788 | $4.99M | 1.29% | −190−0.9% | Reduced |
| AllGen Financial Advisors, Inc. | 20,800 | $4.99M | 3.58% | +635+3.1% | Added |
| Pinkerton Retirement Specialists, LLC | 20,811 | $4.99M | 1.08% | +1,316+6.8% | Added |
| Prospector Partners LLC | 20,817 | $4.99M | 0.69% | −8,300−28.5% | Reduced |
| Montchanin Asset Management, LLC | 20,833 | $5.00M | 6.83% | −455−2.1% | Reduced |
| Crestline Management, LP | 20,837 | $5.00M | 0.73% | +20,837 | New |
| Peterson Financial Group, Inc. | 20,891 | $5.01M | 6.62% | −10,805−34.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 20,905 | $5.01M | 1.18% | −22−0.1% | Reduced |
| Revolve Wealth Partners, LLC | 20,938 | $5.02M | 1.44% | −83−0.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 20,945 | $5.02M | 3.45% | +119+0.6% | Added |
| My Legacy Advisors, LLC | 19,447 | $5.02M | 2.14% | +694+3.7% | Added |
| L2 Asset Management, LLC | 20,988 | $5.03M | 3.25% | +1,465+7.5% | Added |
| Bank Pictet & Cie (Asia) Ltd | 20,989 | $5.03M | 1.81% | +3,926+23.0% | Added |
| Advisor Resource Council | 21,011 | $5.04M | 2.99% | +842+4.2% | Added |
| Dohj, LLC | 21,014 | $5.04M | 2.83% | +850+4.2% | Added |
| Main Street Financial Solutions, LLC | 21,012 | $5.04M | 0.79% | −212−1.0% | Reduced |
| Sittner & Nelson, LLC | 21,032 | $5.04M | 3.08% | +611+3.0% | Added |
| KWMG, LLC | 21,062 | $5.05M | 0.72% | +655+3.2% | Added |
| Audent Global Asset Management, LLC | 21,087 | $5.06M | 11.14% | −2,878−12.0% | Reduced |
| Winning Points Advisors, LLC | 21,135 | $5.07M | 6.46% | −75−0.4% | Reduced |
| Wealth Effects LLC | 21,156 | $5.07M | 2.90% | −357−1.7% | Reduced |
| Synergy Financial Group, LTD | 21,158 | $5.07M | 10.02% | +1,146+5.7% | Added |
| Stableford Capital II LLC | 22,345 | $5.07M | 2.75% | +64+0.3% | Added |
| Everhart Financial Group, Inc. | 21,166 | $5.08M | 2.55% | +4,501+27.0% | Added |
| First Commonwealth Financial Corp | 21,170 | $5.08M | 1.89% | +143+0.7% | Added |
| WC Walker & Associates, Inc. | 20,235 | $5.09M | 2.70% | +1,366+7.2% | Added |
| Keudell/Morrison Wealth Management | 21,263 | $5.10M | 1.64% | +674+3.3% | Added |
| Charles Schwab Trust Co | 21,280 | $5.10M | 0.67% | −691−3.1% | Reduced |
| Dorchester Wealth Management Co | 21,291 | $5.11M | 1.21% | −3,228−13.2% | Reduced |
| MONECO Advisors, LLC | 21,331 | $5.12M | 1.85% | +222+1.1% | Added |
| Relyea Zuckerberg Hanson LLC | 21,346 | $5.12M | 1.46% | +2,691+14.4% | Added |
| Settian Capital LP | 21,350 | $5.12M | 4.48% | +1,500+7.6% | Added |
| Blue Edge Capital, LLC | 21,352 | $5.12M | 1.17% | +32+0.2% | Added |
| New Potomac Partners, LLC | 21,395 | $5.13M | 3.80% | −11−0.1% | Reduced |
| Woodward Diversified Capital, LLC | 21,416 | $5.14M | 4.13% | −720−3.3% | Reduced |
| Sculati Wealth Management, LLC | 21,421 | $5.14M | 2.89% | −709−3.2% | Reduced |
| Brandes Investment Partners, LP | 21,457 | $5.15M | 0.14% | −3,090−12.6% | Reduced |
| Hudson Value Partners, LLC | 21,476 | $5.15M | 3.16% | −1,370−6.0% | Reduced |