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 |
|---|---|---|---|---|---|
| MTM Investment Management, LLC | 21,480 | $5.15M | 2.67% | −880−3.9% | Reduced |
| Smith, Moore & Co. | 21,506 | $5.16M | 0.72% | +948+4.6% | Added |
| Baker Boyer National Bank | 21,514 | $5.16M | 2.17% | +65+0.3% | Added |
| Fairfield Financial Advisors, LTD | 21,524 | $5.16M | 2.37% | −2,335−9.8% | Reduced |
| Security National Bank of So Dak | 21,554 | $5.17M | 3.75% | +2,813+15.0% | Added |
| Clarity Financial LLC | 21,568 | $5.17M | 1.00% | −12,459−36.6% | Reduced |
| Cito Capital Group, LLC | 21,599 | $5.18M | 2.85% | +98+0.5% | Added |
| Kistler-Tiffany Companies, LLC | 21,638 | $5.19M | 1.07% | +797+3.8% | Added |
| Winthrop Advisory Group LLC | 21,656 | $5.19M | 0.99% | +1,621+8.1% | Added |
| Peloton Wealth Strategists | 21,658 | $5.19M | 2.50% | +170+0.8% | Added |
| Force Hill Capital Management LP | 21,665 | $5.20M | 2.01% | −10,070−31.7% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 21,673 | $5.20M | 2.76% | −1,062−4.7% | Reduced |
| Beaumont Asset Management, L.L.C. | 21,682 | $5.20M | 3.81% | +292+1.4% | Added |
| Apexium Financial, LP | 21,705 | $5.21M | 0.54% | +147+0.7% | Added |
| Redwood Investments, LLC | 21,707 | $5.21M | 0.70% | −1,188−5.2% | Reduced |
| Kensington Investment Counsel, LLC | 21,729 | $5.21M | 4.09% | −204−0.9% | Reduced |
| Cable Hill Partners, LLC | 21,747 | $5.22M | 0.93% | +805+3.8% | Added |
| RB Capital Management, LLC | 21,817 | $5.23M | 1.91% | +78+0.4% | Added |
| Forefront Wealth Management Inc. | 21,887 | $5.25M | 7.07% | +101+0.5% | Added |
| TBH Global Asset Management, LLC | 21,935 | $5.26M | 1.28% | +462+2.2% | Added |
| Alcosta Capital Management, Inc. | 21,990 | $5.27M | 5.31% | −501−2.2% | Reduced |
| Greenline Partners, LLC | 22,000 | $5.28M | 1.04% | −6,196−22.0% | Reduced |
| Barings LLC | 22,008 | $5.28M | 0.19% | −4,912−18.2% | Reduced |
| Security Asset Management | 22,022 | $5.28M | 2.93% | −741−3.3% | Reduced |
| Regatta Capital Group, LLC | 22,058 | $5.29M | 1.88% | +1,086+5.2% | Added |
| Murphy Pohlad Asset Management LLC | 22,076 | $5.29M | 2.17% | −270−1.2% | Reduced |
| Bancreek Capital Management, LP | 22,079 | $5.29M | 4.29% | +1,428+6.9% | Added |
| Knollwood Investment Advisory, LLC | 22,092 | $5.30M | 2.08% | +22,092 | New |
| First Pacific Advisors, LP | 22,100 | $5.30M | 0.08% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 22,147 | $5.31M | 3.88% | +290+1.3% | Added |
| Evolutionary Tree Capital Management, LLC | 22,156 | $5.31M | 5.10% | +3,640+19.7% | Added |
| Crescent Grove Advisors, LLC | 22,218 | $5.33M | 0.55% | +2,443+12.4% | Added |
| Accuvest Global Advisors | 22,252 | $5.34M | 1.77% | +10,057+82.5% | Added |
| IMS Capital Management | 22,294 | $5.35M | 3.42% | +333+1.5% | Added |
| Marino, Stram & Associates LLC | 22,299 | $5.35M | 1.68% | +900+4.2% | Added |
| MV Capital Management, Inc. | 22,326 | $5.35M | 0.83% | +455+2.1% | Added |
| First County Bank | 22,339 | $5.36M | 2.57% | +22,339 | New |
| Atlas Brown,Inc. | 22,364 | $5.36M | 2.64% | −543−2.4% | Reduced |
| Agate Pass Investment Management, LLC | 22,370 | $5.36M | 3.79% | −100.0% | Reduced |
| EagleClaw Capital Managment, LLC | 22,372 | $5.37M | 1.30% | −192−0.9% | Reduced |
| Compton Wealth Advisory Group, LLC | 22,391 | $5.37M | 2.09% | −82−0.4% | Reduced |
| AMJ Financial Wealth Management | 22,397 | $5.37M | 3.18% | −1,261−5.3% | Reduced |
| Marks Group Wealth Management, Inc | 22,397 | $5.37M | 0.73% | +14,500+183.6% | Added |
| In-Depth Partners, LLC | 22,401 | $5.37M | 9.80% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 22,411 | $5.37M | 4.33% | −21,490−49.0% | Reduced |
| Spirit of America Management Corp | 22,439 | $5.38M | 1.21% | −300−1.3% | Reduced |
| Strategic Wealth Designers | 22,858 | $5.39M | 1.25% | +2,819+14.1% | Added |
| Quadrant Private Wealth Management, LLC | 22,485 | $5.39M | 1.81% | +22,485 | New |
| Scott Capital Advisors, LLC | 22,492 | $5.39M | 3.06% | +32+0.1% | Added |
| United Fire Group Inc | 22,500 | $5.40M | 3.19% | 00.0% | Unchanged |
| Solstein Capital, LLC | 22,522 | $5.40M | 4.52% | −2,123−8.6% | Reduced |
| Investment Partners, Ltd. | 22,531 | $5.40M | 2.86% | −24,179−51.8% | Reduced |
| Prudent Investors Network | 22,536 | $5.40M | 2.55% | +21,257+1,662.0% | Added |
| Hengehold Capital Management LLC | 22,593 | $5.42M | 0.75% | +698+3.2% | Added |
| Lee Capital Holdings LLC | 22,600 | $5.42M | 8.72% | −500−2.2% | Reduced |
| Sheets Smith Wealth Management | 22,647 | $5.43M | 0.85% | −600−2.6% | Reduced |
| Magnus Financial Group LLC | 22,662 | $5.43M | 0.89% | +488+2.2% | Added |
| Wealth Advisors of Tampa Bay, LLC | 22,665 | $5.44M | 3.37% | +2,317+11.4% | Added |
| Fruth Investment Management | 22,704 | $5.44M | 1.59% | −50−0.2% | Reduced |
| David Loasby | 23,114 | $5.45M | 0.72% | +5,589+31.9% | Added |
| Wealth Management Partners, LLC | 23,000 | $5.45M | 4.55% | +1,000+4.5% | Added |
| Hickory Lane Capital Management LP | 22,750 | $5.46M | 7.23% | −1,250−5.2% | Reduced |
| Forte Capital LLC | 22,824 | $5.47M | 0.94% | +2,244+10.9% | Added |
| Winton Group Ltd | 22,871 | $5.48M | 0.36% | +20,515+870.8% | Added |
| Trinity Legacy Partners, LLC | 22,891 | $5.49M | 2.19% | −513−2.2% | Reduced |
| Boxwood Ventures, Inc. | 22,898 | $5.49M | 9.85% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 22,909 | $5.49M | 2.00% | −683−2.9% | Reduced |
| Parisi Gray Wealth Management | 22,911 | $5.49M | 2.71% | +6,034+35.8% | Added |
| Martin Capital Partners, LLC | 22,914 | $5.50M | 2.27% | −907−3.8% | Reduced |
| O'Brien Greene & Co. Inc | 22,962 | $5.51M | 2.09% | −55,752−70.8% | Reduced |
| CWS Financial Advisors, LLC | 23,386 | $5.51M | 2.38% | +1,913+8.9% | Added |
| Banco de Sabadell, S.A | 24,479 | $5.52M | 4.67% | −1,009−4.0% | Reduced |
| Alaethes Wealth LLC | 23,027 | $5.52M | 3.80% | +364+1.6% | Added |
| Mount Vernon Associates Inc | 23,037 | $5.53M | 7.10% | −465−2.0% | Reduced |
| Centerpoint Advisors, LLC | 23,064 | $5.53M | 2.59% | +1,406+6.5% | Added |
| Beacon Investment Advisors LLC | 23,072 | $5.53M | 4.62% | +23,072 | New |
| Garrett Investment Advisors LLC | 23,077 | $5.53M | 0.97% | +7,381+47.0% | Added |
| Institutional & Family Asset Management, LLC | 23,081 | $5.54M | 0.93% | −58−0.3% | Reduced |
| Emerald Advisers, LLC | 23,101 | $5.54M | 0.27% | +1,419+6.5% | Added |
| Founders Financial Securities LLC | 23,118 | $5.54M | 0.87% | +181+0.8% | Added |
| Wrapmanager Inc | 23,146 | $5.55M | 1.78% | +1,098+5.0% | Added |
| Hudson Canyon Capital Management | 23,150 | $5.55M | 5.12% | 00.0% | Unchanged |
| Stevens Capital Management LP | 23,163 | $5.55M | 3.51% | +23,163 | New |
| Quattro Financial Advisors LLC | 23,180 | $5.56M | 2.22% | +5,680+32.5% | Added |
| Vivaldi Capital Management, LLC | 24,495 | $5.56M | 1.38% | +704+3.0% | Added |
| Crown Wealth Group, LLC | 23,202 | $5.56M | 5.23% | +93+0.4% | Added |
| Byrne Asset Management LLC | 23,213 | $5.57M | 4.03% | −166−0.7% | Reduced |
| Guinness Atkinson Asset Management Inc | 23,265 | $5.58M | 3.51% | −957−4.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 23,316 | $5.59M | 0.81% | −1,128−4.6% | Reduced |
| Tradition Wealth Management, LLC | 23,336 | $5.60M | 0.79% | −5,403−18.8% | Reduced |
| Somerset Group LLC | 23,337 | $5.60M | 4.93% | −108−0.5% | Reduced |
| Beck Capital Management, LLC | 23,362 | $5.60M | 2.36% | −3,538−13.2% | Reduced |
| Costello Asset Management, INC | 23,366 | $5.60M | 5.05% | −200−0.8% | Reduced |
| Strong Tower Advisory Services | 23,398 | $5.61M | 3.37% | +1,344+6.1% | Added |
| RiverPark Advisors, LLC | 23,412 | $5.61M | 2.68% | −15,147−39.3% | Reduced |
| Trail Ridge Investment Advisors, LLC | 23,417 | $5.62M | 3.87% | +81+0.3% | Added |
| Van Leeuwen & Company, LLC | 23,427 | $5.62M | 3.88% | +216+0.9% | Added |
| Signet Investment Advisory Group, Inc. | 23,509 | $5.64M | 3.97% | −142−0.6% | Reduced |
| Wharton Business Group, LLC | 23,520 | $5.64M | 0.33% | +545+2.4% | Added |
| Patton Albertson Miller Group, LLC | 23,524 | $5.64M | 1.04% | −2,147−8.4% | Reduced |