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; 6,247 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
- 2,048 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Sharper & Granite LLC | 1,397 | $335.0K | 0.22% | +1,397 | New |
| Teramo Advisors, LLC | 1,400 | $335.7K | 0.21% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 1,401 | $336.0K | 0.10% | +208+17.4% | Added |
| Weil Company, Inc. | 1,413 | $338.8K | 0.15% | −759−34.9% | Reduced |
| Sage Financial Management Group, Inc. | 1,422 | $341.0K | 0.24% | −78−5.2% | Reduced |
| Benchmark Wealth Management, LLC | 1,427 | $342.2K | 0.25% | −100−6.5% | Reduced |
| Tactive Advisors, LLC | 1,432 | $343.4K | 0.22% | +1,432 | New |
| Vantage Financial Partners, LLC | 1,434 | $343.8K | 0.20% | −140−8.9% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 1,437 | $344.5K | 0.33% | +1,437 | New |
| Garrett Wealth Advisory Group, LLC | 1,439 | $345.1K | 0.18% | +376+35.4% | Added |
| Stone Asset Management Inc. | 1,455 | $348.9K | 0.22% | −725−33.3% | Reduced |
| Chico Wealth RIA | 1,456 | $349.2K | 0.39% | 00.0% | Unchanged |
| Regal Wealth Group, Inc. | 1,457 | $349.5K | 0.26% | +184+14.5% | Added |
| Martel Wealth Advisors Inc | 1,458 | $349.6K | 0.09% | +1,458 | New |
| RTD Financial Advisors, Inc. | 1,463 | $350.9K | 0.06% | −97−6.2% | Reduced |
| Mendota Financial Group, LLC | 1,471 | $352.8K | 0.45% | +1,471 | New |
| Leith Wheeler Investment Counsel Ltd. | 1,479 | $355.0K | 0.05% | −50−3.3% | Reduced |
| DSC Advisors, L.P. | 1,486 | $356.4K | 0.82% | −9,209−86.1% | Reduced |
| Daniels&Tansey,LLP | 1,488 | $356.9K | 0.14% | +41+2.8% | Added |
| TL Private Wealth | 1,572 | $357.0K | 0.21% | 00.0% | Unchanged |
| Draper Asset Management, LLC | 1,493 | $358.1K | 0.51% | −4,701−75.9% | Reduced |
| Level Financial Advisors, Inc. | 1,498 | $359.0K | 0.24% | +42+2.9% | Added |
| Gruss & Co., LLC | 1,500 | $359.7K | 2.22% | −120−7.4% | Reduced |
| Triad Investment Management | 1,500 | $359.7K | 0.56% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 1,500 | $360.0K | 0.32% | 00.0% | Unchanged |
| Arcadia Wealth Management, LLC | 1,508 | $361.7K | 0.32% | +1,508 | New |
| Hilltop Wealth Advisors, LLC | 1,514 | $363.1K | 0.31% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 1,516 | $363.6K | 0.37% | +1,516 | New |
| MBE Wealth Management, LLC | 1,517 | $363.8K | 0.23% | −32−2.1% | Reduced |
| Essex Private Wealth Management, LLC | 1,520 | $364.5K | 1.37% | +101+7.1% | Added |
| Lagoda Investment Management, L.P. | 1,525 | $365.7K | 0.25% | 00.0% | Unchanged |
| Stevard, LLC | 1,525 | $365.7K | 0.31% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 1,526 | $365.9K | 0.33% | 00.0% | Unchanged |
| Foundry Partners, LLC | 1,525 | $366.0K | 0.02% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 1,531 | $367.3K | 0.13% | +75+5.2% | Added |
| TPG Financial Advisors, LLC | 1,535 | $368.1K | 0.22% | +103+7.2% | Added |
| Barry Investment Advisors, LLC | 1,540 | $369.3K | 0.12% | −72−4.5% | Reduced |
| FinDec Wealth Services, Inc. | 1,544 | $370.4K | 0.31% | +1,544 | New |
| Navis Wealth Advisors, LLC | 1,546 | $370.9K | 0.53% | +1,546 | New |
| CBOE Vest Financial, LLC | 1,549 | $371.5K | 0.06% | +1,549 | New |
| NFC Investments, LLC | 1,550 | $372.0K | 0.12% | −272−14.9% | Reduced |
| West Financial Advisors, LLC | 1,558 | $373.7K | 0.10% | −975−38.5% | Reduced |
| Strategic Equity Management | 1,592 | $381.8K | 0.15% | −206−11.5% | Reduced |
| Tobam | 1,591 | $382.0K | 0.03% | −355−18.2% | Reduced |
| Basepoint Wealth LLC | 1,595 | $382.5K | 0.34% | +66+4.3% | Added |
| Thompson Davis & Co., Inc. | 1,601 | $383.9K | 0.55% | −1,399−46.6% | Reduced |
| Knott David M Jr | 1,600 | $384.0K | 0.17% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 1,615 | $387.0K | 0.20% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 1,616 | $387.5K | 0.25% | −77−4.5% | Reduced |
| New England Capital Financial Advisors LLC | 1,614 | $387.8K | 0.27% | +1,614 | New |
| IAG Wealth Partners, LLC | 1,624 | $389.4K | 0.11% | +237+17.1% | Added |
| Pinnacle Family Advisors, LLC | 1,627 | $390.1K | 0.28% | +51+3.2% | Added |
| Harbor Group, Inc. | 1,631 | $391.2K | 0.25% | +115+7.6% | Added |
| Highland Financial Advisors, LLC | 1,639 | $393.0K | 0.23% | +49+3.1% | Added |
| Maripau Wealth Management LLC | 1,695 | $393.0K | 0.41% | −137−7.5% | Reduced |
| Leo H. Evart, Inc. | 1,640 | $393.2K | 0.59% | −92−5.3% | Reduced |
| GoalFusion Wealth Management, LLC | 1,589 | $393.7K | 0.32% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,644 | $394.3K | 0.41% | +1+0.1% | Added |
| Providence First Trust Co | 1,645 | $394.5K | 0.23% | +40+2.5% | Added |
| Surience Private Wealth LLC | 1,652 | $396.2K | 0.53% | 00.0% | Unchanged |
| Resolute Partners Group | 1,671 | $400.7K | 0.05% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 1,698 | $407.3K | 0.49% | −430−20.2% | Reduced |
| Ascendant Capital Management, LLC | 1,700 | $407.7K | 1.24% | −1,300−43.3% | Reduced |
| Provident Wealth Management, LLC | 1,700 | $407.7K | 0.24% | −6−0.4% | Reduced |
| Karpus Management, Inc. | 1,700 | $407.7K | 0.01% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 1,700 | $407.7K | 0.42% | 00.0% | Unchanged |
| Brave Warrior Advisors, LLC | 1,700 | $407.7K | 0.01% | +1,700 | New |
| Reliant Investment Management, LLC | 1,703 | $408.4K | 0.24% | −237−12.2% | Reduced |
| Penn Davis McFarland Inc | 1,709 | $410.0K | 0.08% | −40−2.3% | Reduced |
| Rinkey Investments | 1,717 | $411.8K | 0.25% | −784−31.3% | Reduced |
| Arlington Capital Management, Inc. | 1,724 | $413.5K | 0.46% | +1,724 | New |
| McCarthy Asset Management, Inc. | 1,727 | $414.1K | 0.29% | −17−1.0% | Reduced |
| Blankinship & Foster, LLC | 1,732 | $415.3K | 0.18% | −20−1.1% | Reduced |
| Harvest Investment Services, LLC | 1,739 | $417.0K | 0.45% | −290−14.3% | Reduced |
| Cadent Capital Advisors, LLC | 1,740 | $417.4K | 0.25% | −189−9.8% | Reduced |
| Brio Consultants, LLC | 1,745 | $418.6K | 0.08% | −7−0.4% | Reduced |
| Atlas Financial Advisors, Inc. | 1,753 | $420.4K | 0.58% | +597+51.6% | Added |
| Forbes Financial Planning, Inc. | 1,809 | $421.3K | 0.61% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 1,762 | $422.6K | 0.28% | +1,762 | New |
| Rebalance, LLC | 1,767 | $423.8K | 0.04% | +1,767 | New |
| Compton Financial Group, LLC | 1,775 | $425.7K | 0.18% | 00.0% | Unchanged |
| Enzi Wealth | 1,762 | $426.5K | 0.20% | +47+2.7% | Added |
| Shapiro Capital Management LLC | 1,783 | $427.8K | 0.01% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 1,787 | $428.5K | 0.26% | +822+85.2% | Added |
| Lee Johnson Capital Management, LLC | 1,793 | $430.1K | 0.80% | −17,042−90.5% | Reduced |
| Bluefin Capital Management, LLC | 1,798 | $431.2K | 0.08% | −269,031−99.3% | Reduced |
| Merlin Capital LLC | 1,798 | $431.2K | 1.06% | −25−1.4% | Reduced |
| Total Investment Management Inc | 1,798 | $431.3K | 0.11% | −421−19.0% | Reduced |
| Seaport Global Advisors, LLC | 1,802 | $432.2K | 1.50% | −223−11.0% | Reduced |
| AAFCPAs Wealth Management, LLC | 1,806 | $433.5K | 0.31% | −67−3.6% | Reduced |
| Affinia Financial Group, LLC | 1,895 | $433.7K | 0.37% | +149+8.5% | Added |
| Ruedi Wealth Management, Inc. | 1,809 | $433.8K | 0.31% | +1,809 | New |
| Joule Financial, LLC | 1,810 | $434.1K | 0.29% | +258+16.6% | Added |
| Antonetti Capital Management LLC | 1,811 | $434.3K | 0.59% | −119−6.2% | Reduced |
| Geometric Wealth Advisors | 1,812 | $434.6K | 0.18% | −10−0.5% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,816 | $435.5K | 0.00% | 00.0% | Unchanged |
| Jentner Corp | 1,817 | $435.8K | 0.32% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,822 | $436.4K | 0.25% | −5−0.3% | Reduced |
| RE Dickinson Investment Advisors, LLC | 1,822 | $437.0K | 0.18% | +100+5.8% | Added |
| Garrison Asset Management, LLC | 1,832 | $439.4K | 0.28% | −10−0.5% | Reduced |