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 |
|---|---|---|---|---|---|
| Castle Rock Wealth Management, LLC | 22,756 | $5.64M | 2.52% | −239−1.0% | Reduced |
| GraniteShares Advisors LLC | 23,628 | $5.67M | 4.68% | −3,349−12.4% | Reduced |
| Summit Financial Strategies, Inc. | 23,659 | $5.67M | 1.22% | −1,508−6.0% | Reduced |
| Annandale Capital, LLC | 23,688 | $5.68M | 1.88% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 23,747 | $5.69M | 4.08% | −401−1.7% | Reduced |
| Townsend Asset Management Corp | 23,790 | $5.71M | 2.86% | +886+3.9% | Added |
| Elgethun Capital Management | 23,958 | $5.71M | 2.06% | −566−2.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 23,825 | $5.71M | 1.29% | +223+0.9% | Added |
| IFP Advisors, Inc | 158,977 | $5.72M | 0.18% | −5,632−3.4% | Reduced |
| Bridgewater Advisors Inc. | 23,879 | $5.73M | 1.39% | −16,301−40.6% | Reduced |
| GYL Financial Synergies, LLC | 23,896 | $5.73M | 1.24% | +665+2.9% | Added |
| RFP Financial Group LLC | 23,899 | $5.73M | 2.57% | +23,899 | New |
| Park Place Capital Corp | 23,969 | $5.75M | 1.62% | +23,969 | New |
| Key Client Fiduciary Advisors, LLC | 23,990 | $5.75M | 3.93% | +7,075+41.8% | Added |
| Family Legacy, Inc. | 23,919 | $5.76M | 2.52% | +515+2.2% | Added |
| Leisure Capital Management | 24,014 | $5.76M | 2.98% | −415−1.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 24,021 | $5.76M | 1.87% | +1,514+6.7% | Added |
| McDonough Capital Management, Inc | 24,039 | $5.76M | 6.68% | +176+0.7% | Added |
| All Terrain Financial Advisors, LLC | 24,045 | $5.77M | 2.93% | +303+1.3% | Added |
| Orleans Capital Management Corp | 24,119 | $5.78M | 4.43% | −97−0.4% | Reduced |
| Stolper Co | 24,123 | $5.79M | 2.54% | +985+4.3% | Added |
| RPg Family Wealth Advisory, LLC | 24,167 | $5.80M | 3.97% | −112−0.5% | Reduced |
| HBW Advisory Services LLC | 24,172 | $5.80M | 1.55% | −10.0% | Reduced |
| Ballast Advisors LLC | 24,193 | $5.80M | 2.54% | +8,665+55.8% | Added |
| Lindenwold Advisors | 24,205 | $5.80M | 3.89% | +520+2.2% | Added |
| Halbert Hargrove Global Advisors, LLC | 24,232 | $5.81M | 0.42% | −1,002−4.0% | Reduced |
| Private Ocean, LLC | 24,254 | $5.82M | 0.72% | +336+1.4% | Added |
| Pinnacle Bancorp, Inc. | 24,276 | $5.82M | 2.24% | −60−0.2% | Reduced |
| WealthShield Partners, LLC | 24,350 | $5.84M | 1.12% | +1,665+7.3% | Added |
| HWG Holdings LP | 24,361 | $5.84M | 3.81% | −1,257−4.9% | Reduced |
| Trust Investment Advisors | 24,384 | $5.85M | 5.52% | +594+2.5% | Added |
| Poehling Capital Management, LLC | 24,404 | $5.85M | 2.19% | −120.0% | Reduced |
| Commonwealth Retirement Investments LLC | 24,416 | $5.86M | 3.55% | +24,416 | New |
| TCWP LLC | 24,386 | $5.86M | 1.19% | +328+1.4% | Added |
| CMT Capital Markets Trading GmbH | 24,500 | $5.88M | 3.27% | +12,000+96.0% | Added |
| Herr Investment Group LLC | 24,531 | $5.88M | 1.12% | +24,531 | New |
| Horizon Investment Services, LLC | 24,568 | $5.89M | 4.28% | −429−1.7% | Reduced |
| SPC Financial, Inc. | 24,572 | $5.89M | 0.70% | −119−0.5% | Reduced |
| Wambolt & Associates, LLC | 24,586 | $5.90M | 2.26% | +234+1.0% | Added |
| Consilio Wealth Advisors, LLC | 24,591 | $5.90M | 3.77% | +3,781+18.2% | Added |
| Ignite Planners, LLC | 23,862 | $5.92M | 2.48% | +2,659+12.5% | Added |
| PDS Planning, Inc | 24,731 | $5.93M | 0.95% | +426+1.8% | Added |
| Ayrshire Capital Management LLC | 24,766 | $5.94M | 4.16% | +100+0.4% | Added |
| Aldebaran Capital, LLC | 24,796 | $5.95M | 6.15% | +24,796 | New |
| Nicolet Bankshares Inc | 31,999 | $5.95M | 2.05% | −1,182−3.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 24,894 | $5.97M | 2.13% | −315−1.2% | Reduced |
| Perennial Investment Advisors, LLC | 24,909 | $5.97M | 2.43% | −466−1.8% | Reduced |
| Probity Advisors, Inc. | 24,940 | $5.98M | 1.35% | +270+1.1% | Added |
| Principal Street Partners, LLC | 24,946 | $5.98M | 1.51% | +65+0.3% | Added |
| Studio Investment Management LLC | 24,956 | $5.98M | 1.94% | +50.0% | Added |
| Sutton Wealth Advisors Inc. | 24,958 | $5.99M | 2.28% | −388−1.5% | Reduced |
| Center Lake Capital Management, LLC | 25,000 | $6.00M | 8.89% | −56,000−69.1% | Reduced |
| Harbor Advisors LLC | 25,000 | $6.00M | 1.50% | 00.0% | Unchanged |
| Optas, LLC | 25,001 | $6.00M | 2.47% | +651+2.7% | Added |
| Finer Wealth Management, Inc. | 25,044 | $6.01M | 5.62% | −641−2.5% | Reduced |
| Ascension Asset Management LLC | 25,070 | $6.01M | 4.34% | −125−0.5% | Reduced |
| Valley Brook Capital Group | 25,072 | $6.01M | 5.77% | +337+1.4% | Added |
| Platte River Wealth Advisors, LLC | 25,123 | $6.03M | 2.55% | −208−0.8% | Reduced |
| Beta Wealth Group, Inc. | 25,182 | $6.04M | 4.05% | +1,421+6.0% | Added |
| Windle Wealth, LLC | 25,221 | $6.05M | 4.72% | +25,221 | New |
| Virtue Capital Management, LLC | 25,240 | $6.05M | 0.92% | +10,578+72.1% | Added |
| Coulter & Justus Financial Services, LLC | 25,279 | $6.06M | 4.12% | 00.0% | Unchanged |
| Adirondack Trust Co | 25,284 | $6.06M | 3.14% | −443−1.7% | Reduced |
| Perpetual Investment Management Ltd | 25,286 | $6.06M | 0.72% | +1,200+5.0% | Added |
| Washington Trust Advisors, Inc. | 25,301 | $6.07M | 0.66% | −6,539−20.5% | Reduced |
| Curbstone Financial Management Corp | 25,304 | $6.07M | 1.52% | −3,070−10.8% | Reduced |
| Heartland Bank & Trust Co | 25,349 | $6.08M | 4.49% | −2,394−8.6% | Reduced |
| Lee Financial Co | 25,437 | $6.10M | 1.04% | +141+0.6% | Added |
| Colony Family Offices, LLC | 25,510 | $6.12M | 2.55% | +75+0.3% | Added |
| Fortis Capital Advisors, LLC | 25,511 | $6.12M | 3.65% | +25,511 | New |
| Tempus Wealth Planning, LLC | 25,579 | $6.13M | 3.73% | −670−2.6% | Reduced |
| Key Financial Inc | 26,349 | $6.14M | 2.90% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 25,592 | $6.14M | 0.96% | −754−2.9% | Reduced |
| Cim Investment Mangement Inc | 25,632 | $6.15M | 2.42% | −594−2.3% | Reduced |
| Ami Investment Management Inc | 25,644 | $6.15M | 3.18% | +457+1.8% | Added |
| Marathon Capital Management | 25,664 | $6.15M | 1.70% | −30−0.1% | Reduced |
| Legacy Financial Advisors, Inc. | 25,670 | $6.16M | 1.33% | +5,212+25.5% | Added |
| Eagle Capital Management, LLC | 25,729 | $6.17M | 4.53% | −156−0.6% | Reduced |
| Manchester Capital Management LLC | 25,747 | $6.17M | 0.91% | +1,153+4.7% | Added |
| SBK Financial, Inc. | 25,845 | $6.20M | 9.83% | −290−1.1% | Reduced |
| SageView Advisory Group, LLC | 25,884 | $6.21M | 0.50% | +25,884 | New |
| Michael B. Yongue | 25,913 | $6.21M | 5.84% | −1,058−3.9% | Reduced |
| Bell Bank | 25,914 | $6.21M | 0.72% | −70−0.3% | Reduced |
| Westwood Wealth Management | 25,916 | $6.22M | 7.47% | +2,255+9.5% | Added |
| Trust Co of Kansas | 25,930 | $6.22M | 4.03% | −894−3.3% | Reduced |
| Ellevest, Inc. | 25,960 | $6.23M | 0.52% | +10,549+68.5% | Added |
| Essex Savings Bank | 26,031 | $6.24M | 2.20% | −414−1.6% | Reduced |
| Oak Hill Wealth Advisors, LLC | 26,035 | $6.24M | 2.58% | +26,035 | New |
| Ausdal Financial Partners, Inc. | 26,102 | $6.26M | 0.91% | −743−2.8% | Reduced |
| Advisors Management Group Inc | 26,104 | $6.26M | 2.36% | +84+0.3% | Added |
| IMA Wealth, Inc. | 26,114 | $6.26M | 1.66% | +714+2.8% | Added |
| Concorde Financial Corp | 26,899 | $6.26M | 4.22% | 00.0% | Unchanged |
| Brown Capital Management LLC | 26,180 | $6.28M | 0.10% | −1,005−3.7% | Reduced |
| Liberty Capital Management, Inc. | 26,182 | $6.28M | 2.18% | −475−1.8% | Reduced |
| CNB Bank | 26,185 | $6.28M | 3.93% | +234+0.9% | Added |
| Monument Capital Management | 26,243 | $6.29M | 2.15% | +498+1.9% | Added |
| Hurlow Wealth Management Group, Inc. | 26,252 | $6.30M | 3.28% | +174+0.7% | Added |
| Lesa Sroufe & Co | 26,271 | $6.30M | 6.98% | −331−1.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 26,271 | $6.30M | 5.47% | +2,063+8.5% | Added |
| MEMBERS Trust Co | 26,306 | $6.31M | 0.20% | +40+0.2% | Added |