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 |
|---|---|---|---|---|---|
| Cannon Financial Strategists, Inc. | 1,835 | $440.1K | 0.16% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 1,841 | $441.5K | 0.30% | +56+3.1% | Added |
| Theory Financial LLC | 1,841 | $441.5K | 0.29% | +1,841 | New |
| Camelot Portfolios, LLC | 1,841 | $441.6K | 0.33% | +97+5.6% | Added |
| Sara-Bay Financial | 1,845 | $442.0K | 0.25% | −20−1.1% | Reduced |
| Weybosset Research & Management LLC | 1,843 | $442.0K | 0.17% | +43+2.4% | Added |
| Stonebridge Financial Planning Group, LLC | 1,850 | $443.6K | 0.30% | +1+0.1% | Added |
| Arbiter Partners Capital Management LLC | 1,851 | $443.9K | 0.53% | +1,851 | New |
| Plotkin Financial Advisors, LLC | 1,858 | $445.6K | 0.45% | −5−0.3% | Reduced |
| Hoese & Co LLP | 1,747 | $446.0K | 0.47% | −48−2.7% | Reduced |
| Cinctive Capital Management LP | 1,862 | $446.5K | 0.02% | +1,862 | New |
| Presidio Capital Management, LLC | 1,870 | $448.5K | 0.41% | +4+0.2% | Added |
| TNF LLC | 1,769 | $454.2K | 0.21% | −97−5.2% | Reduced |
| Cypress Financial Planning LLC | 1,897 | $454.5K | 0.30% | +9+0.5% | Added |
| Joseph P. Lucia & Associates, LLC | 1,896 | $454.7K | 0.34% | −9−0.5% | Reduced |
| Carl Stuart Investment Advisor, Inc | 1,897 | $455.0K | 0.42% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 1,909 | $457.8K | 0.22% | +775+68.3% | Added |
| Banta Asset Management LP | 1,916 | $459.5K | 0.62% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,919 | $460.0K | 0.55% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,932 | $463.3K | 0.33% | +462+31.4% | Added |
| Poplar Forest Capital LLC | 1,934 | $463.8K | 0.06% | −288−13.0% | Reduced |
| Seven Post Investment Office LP | 1,937 | $464.5K | 0.16% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 1,946 | $466.7K | 0.13% | +83+4.5% | Added |
| ForthRight Wealth Management, LLC | 1,954 | $468.7K | 0.24% | +216+12.4% | Added |
| LaSalle St. Investment Advisors, LLC | 1,958 | $469.0K | 0.22% | +1,958 | New |
| Richard P Slaughter Associates Inc | 1,957 | $469.3K | 0.15% | −6−0.3% | Reduced |
| Treynor Bancshares, Inc. | 1,957 | $469.3K | 0.32% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,963 | $470.6K | 0.35% | +31+1.6% | Added |
| Jackson Creek Investment Advisors LLC | 1,966 | $471.0K | 0.21% | −2−0.1% | Reduced |
| Defender Capital, LLC. | 1,965 | $471.2K | 0.19% | 00.0% | Unchanged |
| Resource Planning Group | 1,971 | $472.8K | 0.38% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 1,972 | $473.0K | 0.14% | −81−3.9% | Reduced |
| Kraematon Investment Advisors, Inc | 1,976 | $473.8K | 0.51% | +1+0.1% | Added |
| Mma Asset Management LLC | 1,984 | $475.8K | 0.39% | +37+1.9% | Added |
| JMG Financial Group, Ltd. | 1,983 | $476.0K | 0.03% | −200−9.2% | Reduced |
| HC Advisors, LLC | 1,987 | $476.7K | 0.33% | −661−25.0% | Reduced |
| KilterHowling LLC | 1,988 | $476.8K | 0.50% | +98+5.2% | Added |
| Ballew Advisors, Inc | 2,008 | $478.8K | 0.37% | −127−5.9% | Reduced |
| Equitec Proprietary Markets, LLC | 2,000 | $479.6K | 0.28% | +2,000 | New |
| St. Louis Trust Co | 2,000 | $479.6K | 0.10% | +2,000 | New |
| BHK Investment Advisors, LLC | 2,003 | $480.4K | 0.27% | −272−12.0% | Reduced |
| Safeguard Financial, LLC | 2,005 | $481.0K | 0.34% | +262+15.0% | Added |
| Coco Enterprises, LLC | 2,030 | $488.0K | 0.41% | −10−0.5% | Reduced |
| McMahon Financial Advisors, LLC | 2,037 | $488.5K | 0.18% | +3+0.1% | Added |
| Bridgewealth Advisory Group, LLC | 2,038 | $488.8K | 0.96% | +2,038 | New |
| Etfidea, LLC | 2,040 | $489.2K | 0.23% | −10−0.5% | Reduced |
| Whelan Financial | 2,042 | $489.6K | 0.30% | −486−19.2% | Reduced |
| Boston Standard Wealth Management, LLC | 2,043 | $490.0K | 0.15% | −45−2.2% | Reduced |
| Hoya Capital Real Estate, LLC | 2,044 | $490.0K | 14.72% | 00.0% | Unchanged |
| Burrus Financial Services, Inc. | 2,046 | $490.9K | 0.28% | +55+2.8% | Added |
| Peregrine Asset Advisers, Inc. | 2,053 | $492.4K | 0.52% | −540−20.8% | Reduced |
| Tobias Financial Advisors, Inc. | 2,064 | $495.0K | 0.16% | +253+14.0% | Added |
| Sanford Advisory Services, LLC | 2,074 | $497.4K | 0.12% | +363+21.2% | Added |
| Utah Peaks Capital Inc | 2,077 | $498.1K | 0.96% | +2,077 | New |
| Demars Financial Group, LLC | 2,077 | $498.1K | 0.27% | −6,158−74.8% | Reduced |
| Donald L. Hagan, LLC | 2,081 | $499.1K | 0.31% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2,083 | $499.6K | 0.24% | −10,910−84.0% | Reduced |
| Epiq Partners, LLC | 2,090 | $501.2K | 0.33% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 2,090 | $501.8K | 0.60% | −455−17.9% | Reduced |
| Vance Wealth, Inc. | 2,094 | $502.1K | 0.31% | 00.0% | Unchanged |
| Ardevora Asset Management LLP | 2,100 | $504.0K | 0.01% | −277,604−99.2% | Reduced |
| DB Wealth Management Group, LLC | 2,110 | $506.0K | 0.33% | +10.0% | Added |
| Conservest Capital Advisors, Inc. | 2,112 | $506.6K | 0.06% | – | – |
| Keb Asset Management, LLC | 2,113 | $506.8K | 0.27% | −399−15.9% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 2,118 | $507.9K | 0.46% | +2,118 | New |
| Weiss Asset Management LP | 2,124 | $509.4K | 0.02% | −43,146−95.3% | Reduced |
| Raymond James Trust Co. of NH | 2,132 | $511.0K | 4.59% | −4−0.2% | Reduced |
| Horizon Bancorp Inc | 2,133 | $511.0K | 0.29% | +2,133 | New |
| Charter Research & Investment Group, Inc. | 2,136 | $512.3K | 0.49% | −500−19.0% | Reduced |
| Private Wealth Strategies, L.L.C. | 2,137 | $513.0K | 0.14% | −486−18.5% | Reduced |
| Financial Enhancement Group LLC | 1,924 | $513.2K | 0.10% | +116+6.4% | Added |
| Carmel Capital Management L.L.C. | 2,144 | $514.2K | 0.32% | 00.0% | Unchanged |
| Ascension Capital Advisors, Inc. | 2,150 | $515.6K | 0.50% | −66−3.0% | Reduced |
| ML & R Wealth Management LLC | 2,161 | $518.2K | 0.15% | +86+4.1% | Added |
| Prairiewood Capital, LLC | 2,179 | $522.7K | 0.38% | −16−0.7% | Reduced |
| Fortis Advisors, LLC | 2,189 | $525.0K | 0.40% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 2,199 | $527.3K | 0.36% | −3,178−59.1% | Reduced |
| West Chester Capital Advisors, Inc | 2,203 | $528.3K | 1.05% | −563−20.4% | Reduced |
| Tucker Asset Management LLC | 2,194 | $528.7K | 0.17% | +309+16.4% | Added |
| Horrell Capital Management, Inc. | 2,210 | $530.0K | 0.18% | 00.0% | Unchanged |
| High Pines Wealth Management, LLC | 2,217 | $531.7K | 0.93% | +9+0.4% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 2,220 | $532.4K | 1.02% | −2,180−49.5% | Reduced |
| Grand Wealth Management, LLC | 2,224 | $533.4K | 0.33% | −140−5.9% | Reduced |
| Ratio Wealth Group | 2,229 | $534.5K | 0.15% | −3−0.1% | Reduced |
| Mountain Capital Investment Advisors, Inc | 2,341 | $535.7K | 0.24% | −10,586−81.9% | Reduced |
| Smart Money Group LLC | 2,233 | $536.0K | 0.28% | +40+1.8% | Added |
| Wealthcare Capital Management LLC | 2,241 | $537.3K | 0.07% | −10.0% | Reduced |
| Youngs Advisory Group, Inc. | 2,254 | $540.6K | 0.32% | +198+9.6% | Added |
| Acas, LLC | 2,260 | $541.9K | 0.84% | +2,260 | New |
| Oldfather Financial Services, LLC | 2,272 | $544.8K | 0.31% | −203−8.2% | Reduced |
| Hershey Trust Co | 2,272 | $544.9K | 0.00% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 2,280 | $546.8K | 0.11% | +730+47.1% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 2,285 | $548.0K | 0.01% | −25−1.1% | Reduced |
| FNY Investment Advisers, LLC | 2,292 | $549.0K | 0.78% | +2,292 | New |
| RiverGlades Family Offices LLC | 2,300 | $551.6K | 0.51% | +2,300 | New |
| Fort, L.P. | 2,306 | $553.0K | 0.84% | +457+24.7% | Added |
| Fortune 45 LLC | 2,307 | $553.3K | 0.61% | −2−0.1% | Reduced |
| ESL Trust Services, LLC | 2,309 | $554.0K | 0.19% | −100−4.2% | Reduced |
| Stephens Investment Management Group LLC | 2,307 | $556.0K | 0.01% | +642+38.6% | Added |
| Axim Planning & Wealth | 2,336 | $560.2K | 0.58% | +885+61.0% | Added |