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 PREMIER Bank | 26,312 | $6.31M | 1.91% | +52+0.2% | Added |
| Aurora Investment Managers, LLC. | 26,325 | $6.31M | 6.32% | +239+0.9% | Added |
| B & T Capital Management DBA Alpha Capital Management | 26,348 | $6.32M | 1.58% | −248−0.9% | Reduced |
| VisionPoint Advisory Group, LLC | 23,290 | $6.32M | 2.61% | −3,140−11.9% | Reduced |
| Executive Wealth Group LLC | 26,357 | $6.32M | 4.83% | −49−0.2% | Reduced |
| Stelac Advisory Services LLC | 26,406 | $6.33M | 2.87% | −1,520−5.4% | Reduced |
| LMG Wealth Partners, LLC | 26,357 | $6.33M | 2.09% | +26,357 | New |
| Chelsea Counsel Co | 26,460 | $6.35M | 3.17% | −2,834−9.7% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 26,484 | $6.35M | 7.73% | +613+2.4% | Added |
| Lester Murray Antman dba SimplyRich | 26,514 | $6.36M | 2.53% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 26,530 | $6.36M | 2.11% | −1,540−5.5% | Reduced |
| Kingfisher Capital LLC | 26,543 | $6.37M | 1.69% | −2,744−9.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 26,631 | $6.39M | 4.25% | −143−0.5% | Reduced |
| Barton Investment Management | 26,635 | $6.39M | 1.26% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 26,672 | $6.40M | 0.06% | −777−2.8% | Reduced |
| Resonant Capital Advisors, LLC | 26,697 | $6.40M | 0.80% | +4,126+18.3% | Added |
| Okabena Investment Services Inc | 26,776 | $6.42M | 4.62% | −10,637−28.4% | Reduced |
| C2C Wealth Management, LLC | 27,526 | $6.43M | 1.11% | −785−2.8% | Reduced |
| Redwood Investment Management, LLC | 26,958 | $6.46M | 0.86% | −7,491−21.7% | Reduced |
| Eos Management, L.P. | 26,979 | $6.47M | 3.27% | +5,359+24.8% | Added |
| NovaPoint Capital, LLC | 26,980 | $6.47M | 2.83% | −311−1.1% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 26,998 | $6.47M | 2.59% | +1,253+4.9% | Added |
| Klingman & Associates, LLC | 27,046 | $6.49M | 0.57% | +2,198+8.8% | Added |
| StoneX Group Inc. | 27,102 | $6.50M | 0.77% | +341+1.3% | Added |
| True North Advisors, LLC | 27,208 | $6.52M | 2.23% | +1,610+6.3% | Added |
| Roman Butler Fullerton & Co | 27,213 | $6.54M | 3.38% | −3,789−12.2% | Reduced |
| Leeward Financial Partners, LLC | 27,281 | $6.54M | 4.52% | −2,051−7.0% | Reduced |
| Armstrong Advisory Group, Inc | 27,316 | $6.55M | 0.86% | +27,316 | New |
| JNBA Financial Advisors | 27,323 | $6.55M | 0.91% | −1,717−5.9% | Reduced |
| Lantz Financial LLC | 27,329 | $6.55M | 2.98% | +251+0.9% | Added |
| Once Capital Management, LLC | 27,400 | $6.57M | 9.48% | 00.0% | Unchanged |
| Arlington Partners LLC | 27,480 | $6.59M | 1.04% | +636+2.4% | Added |
| Moss Adams Wealth Advisors LLC | 27,483 | $6.59M | 3.30% | +27,483 | New |
| Caxton Associates LP | 27,500 | $6.60M | 0.48% | −1,534−5.3% | Reduced |
| Founders Financial Alliance, LLC | 27,539 | $6.60M | 3.03% | −284−1.0% | Reduced |
| Aviance Capital Partners, LLC | 27,581 | $6.61M | 1.54% | −99−0.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 27,618 | $6.62M | 1.05% | −4,196−13.2% | Reduced |
| Greenfield Savings Bank | 27,622 | $6.62M | 4.38% | −1,593−5.5% | Reduced |
| Herald Investment Management Ltd | 27,642 | $6.63M | 1.63% | +2,010+7.8% | Added |
| Grove Bank & Trust | 27,673 | $6.64M | 1.46% | −4,049−12.8% | Reduced |
| RiverFront Investment Group, LLC | 134,876 | $6.64M | 1.51% | +225+0.2% | Added |
| SOL Capital Management CO | 27,713 | $6.65M | 1.18% | +1,685+6.5% | Added |
| JT Stratford LLC | 27,732 | $6.65M | 2.13% | +1,400+5.3% | Added |
| Boyer & Corporon Wealth Management, LLC | 27,738 | $6.65M | 2.19% | +2,107+8.2% | Added |
| First City Capital Management, Inc. | 27,742 | $6.65M | 4.01% | +313+1.1% | Added |
| David J Yvars Group | 27,765 | $6.66M | 8.34% | −2,161−7.2% | Reduced |
| Sonata Capital Group Inc | 27,789 | $6.66M | 3.70% | +1,146+4.3% | Added |
| Sunbelt Securities, Inc. | 27,831 | $6.67M | 1.30% | −606−2.1% | Reduced |
| Occidental Asset Management, LLC | 27,854 | $6.68M | 1.82% | +1,228+4.6% | Added |
| Oak Harvest Investment Services | 27,970 | $6.71M | 1.74% | −1,119−3.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 27,994 | $6.71M | 4.90% | −1,832−6.1% | Reduced |
| Cambridge Financial Group, Inc. | 27,994 | $6.71M | 3.75% | −955−3.3% | Reduced |
| Personal Cfo Solutions, LLC | 27,992 | $6.71M | 1.42% | +803+3.0% | Added |
| Versant Capital Management, Inc | 28,005 | $6.72M | 2.43% | −298−1.1% | Reduced |
| AXS Investments LLC | 28,096 | $6.74M | 2.41% | −1,343−4.6% | Reduced |
| Tandem Capital Management Corp | 28,264 | $6.78M | 5.34% | −225−0.8% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 28,289 | $6.78M | 2.91% | +439+1.6% | Added |
| Congress Park Capital LLC | 28,302 | $6.79M | 4.32% | +305+1.1% | Added |
| SNS Financial Group, LLC | 28,317 | $6.79M | 0.92% | −66−0.2% | Reduced |
| Transatlantique Private Wealth LLC | 28,365 | $6.79M | 4.06% | +2,281+8.7% | Added |
| Fort Point Capital Partners LLC | 28,354 | $6.80M | 1.20% | −735−2.5% | Reduced |
| LCNB Corp | 28,425 | $6.82M | 3.17% | −276−1.0% | Reduced |
| Blodgett Wealth Advisors, LLC | 28,437 | $6.82M | 8.29% | +66+0.2% | Added |
| Founders Capital Management | 28,459 | $6.83M | 5.13% | +53+0.2% | Added |
| Exeter Financial, LLC | 28,471 | $6.83M | 3.56% | +26+0.1% | Added |
| McMillion Capital Management Inc | 28,510 | $6.84M | 6.19% | −508−1.8% | Reduced |
| Heron Bay Capital Management | 28,546 | $6.85M | 4.24% | −4,812−14.4% | Reduced |
| Clear Creek Financial Management, LLC | 28,551 | $6.85M | 1.50% | −1,350−4.5% | Reduced |
| Legato Capital Management LLC | 28,577 | $6.85M | 1.31% | +3,013+11.8% | Added |
| Piscataqua Savings Bank | 28,585 | $6.86M | 5.79% | −358−1.2% | Reduced |
| WESPAC Advisors, LLC | 28,610 | $6.86M | 11.88% | −96−0.3% | Reduced |
| Jupiter Wealth Management LLC | 28,620 | $6.86M | 6.64% | +1,000+3.6% | Added |
| Capricorn Fund Managers Ltd | 28,627 | $6.87M | 1.76% | −2,183−7.1% | Reduced |
| Brookfield Asset Management Inc. | 28,632 | $6.87M | 0.03% | −25,212−46.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 28,634 | $6.87M | 0.86% | −1,375−4.6% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 28,647 | $6.87M | 2.09% | 00.0% | Unchanged |
| VeraBank, N.A. | 28,697 | $6.88M | 3.44% | +71+0.2% | Added |
| Enterprise Financial Services Corp | 28,699 | $6.88M | 4.75% | +205+0.7% | Added |
| Wimmer Associates 1, LLC | 28,722 | $6.89M | 4.55% | −79−0.3% | Reduced |
| Boston Partners | 28,770 | $6.90M | 0.01% | −12,259−29.9% | Reduced |
| Highlander Capital Management, LLC | 28,775 | $6.90M | 3.61% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 28,802 | $6.91M | 0.82% | +4,922+20.6% | Added |
| Geo Capital Gestora de Recursos Ltd | 28,813 | $6.91M | 5.52% | −707−2.4% | Reduced |
| Palo Alto Wealth Advisors, LLC | 28,832 | $6.91M | 5.89% | +28,832 | New |
| Voya Financial Advisors, Inc. | 28,790 | $6.94M | 0.90% | −7,402−20.5% | Reduced |
| Diamant Asset Management, Inc. | 29,003 | $6.96M | 6.24% | 00.0% | Unchanged |
| North Growth Management Ltd. | 29,000 | $6.96M | 1.58% | 00.0% | Unchanged |
| BSW Wealth Partners | 29,076 | $6.97M | 1.50% | +2,137+7.9% | Added |
| Strategic Investment Advisors | 29,081 | $6.97M | 1.45% | +875+3.1% | Added |
| Quent Capital, LLC | 29,101 | $6.98M | 1.28% | +1,017+3.6% | Added |
| Roanoke Asset Management Corp | 29,109 | $6.98M | 3.18% | −1,675−5.4% | Reduced |
| Evanson Asset Management, LLC | 29,180 | $7.00M | 0.77% | −926−3.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 29,202 | $7.00M | 5.21% | −165−0.6% | Reduced |
| Peoples Financial Services Corp. | 29,206 | $7.00M | 3.28% | −602−2.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 29,209 | $7.00M | 5.36% | +525+1.8% | Added |
| Cherry Creek Investment Advisors, Inc. | 29,220 | $7.01M | 5.44% | +194+0.7% | Added |
| General Partner, Inc. | 29,262 | $7.02M | 6.46% | +29,262 | New |
| Mendel Money Management | 29,275 | $7.02M | 3.99% | +1,580+5.7% | Added |
| Eukles Asset Management | 29,299 | $7.03M | 4.10% | +972+3.4% | Added |
| Delta Investment Management, LLC | 29,297 | $7.03M | 2.28% | −72−0.2% | Reduced |