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 |
|---|---|---|---|---|---|
| Baron Financial Group, LLC | 2,342 | $561.6K | 0.37% | +45+2.0% | Added |
| Pacific Sun Financial Corp | 2,346 | $562.6K | 0.40% | −2,140−47.7% | Reduced |
| Arnhold LLC | 2,350 | $563.6K | 0.07% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 2,350 | $564.0K | 0.27% | −26−1.1% | Reduced |
| Avion Wealth | 2,428 | $565.0K | 0.18% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 2,363 | $567.0K | 0.42% | +130+5.8% | Added |
| LVZ Advisors, Inc. | 2,368 | $568.0K | 0.09% | +320+15.6% | Added |
| Coyle Financial Counsel LLC | 2,371 | $568.6K | 0.27% | +105+4.6% | Added |
| Fox Run Management, L.L.C. | 2,373 | $569.1K | 0.23% | −843−26.2% | Reduced |
| Martin Investment Management, LLC | 2,381 | $571.0K | 0.18% | 00.0% | Unchanged |
| Botty Investors LLC | 2,382 | $571.3K | 0.27% | +346+17.0% | Added |
| Mason Investment Advisory Services, Inc. | 2,388 | $572.7K | 0.06% | −167−6.5% | Reduced |
| Columbus Macro, LLC | 2,391 | $573.3K | 0.22% | +206+9.4% | Added |
| Keystone Financial Services | 2,316 | $573.9K | 0.31% | +137+6.3% | Added |
| Drake & Associates, LLC | 2,395 | $574.4K | 0.30% | +862+56.2% | Added |
| Element Wealth, LLC | 2,408 | $577.4K | 0.47% | −89−3.6% | Reduced |
| Horizon Family Wealth, Inc. | 2,408 | $577.5K | 0.67% | +10+0.4% | Added |
| SMART Wealth LLC | 2,412 | $578.4K | 0.44% | +2,412 | New |
| TD Ameritrade Investment Management, LLC | 2,436 | $584.0K | 0.01% | −1,053−30.2% | Reduced |
| Endowment Wealth Management, Inc. | 2,448 | $587.0K | 0.65% | +6+0.2% | Added |
| Covey Capital Advisors, LLC | 2,450 | $587.6K | 0.96% | 00.0% | Unchanged |
| Sageworth Trust Co | 2,450 | $588.0K | 0.05% | 00.0% | Unchanged |
| ETF Store, Inc. | 2,243 | $590.2K | 0.45% | −142−6.0% | Reduced |
| Precision Wealth Strategies, LLC | 2,464 | $590.9K | 0.62% | −2,078−45.8% | Reduced |
| Continental Investors Services, Inc. | 2,466 | $591.4K | 1.84% | +10.0% | Added |
| Intelligence Driven Advisers, LLC | 2,630 | $591.7K | 0.11% | 00.0% | Unchanged |
| AJ Advisors, LLC | 2,474 | $593.2K | 0.48% | +2,474 | New |
| Resource Consulting Group Inc | 2,475 | $593.6K | 0.16% | −1,038−29.5% | Reduced |
| BlueSky Wealth Advisors, LLC | 2,475 | $593.6K | 0.13% | +117+5.0% | Added |
| Lee Financial Group Hawaii, Inc. | 2,479 | $594.6K | 0.58% | −423−14.6% | Reduced |
| Hill Investment Group Partners, LLC | 2,483 | $595.5K | 0.14% | +2,483 | New |
| Sensible Money, LLC | 2,488 | $596.7K | 0.64% | +2,488 | New |
| Gouws Capital LLC | 2,491 | $597.4K | 0.56% | 00.0% | Unchanged |
| Tilson Financial Group, Inc. | 2,492 | $598.0K | 0.51% | +2,492 | New |
| Narus Financial Partners, LLC | 2,495 | $598.4K | 0.35% | +258+11.5% | Added |
| Future Financial Wealth Managment LLC | 2,510 | $601.9K | 0.69% | +400+19.0% | Added |
| V2 Financial group LLC | 2,514 | $602.9K | 0.48% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 2,514 | $603.0K | 0.34% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 2,518 | $603.9K | 1.08% | −41−1.6% | Reduced |
| O'Brien Wealth Partners LLC | 2,520 | $604.3K | 0.24% | +667+36.0% | Added |
| Clark Asset Management, LLC | 2,522 | $604.8K | 0.43% | +2,522 | New |
| Norman Fields, Gottscho Capital Management, LLC | 2,529 | $607.0K | 0.28% | 00.0% | Unchanged |
| Insight Folios Inc | 2,540 | $609.1K | 0.28% | −38−1.5% | Reduced |
| Kennon-Green & Company, LLC | 2,543 | $609.9K | 0.61% | +2,543 | New |
| Quaker Wealth Management, LLC | 2,544 | $610.0K | 0.31% | −7−0.3% | Reduced |
| Phillips Financial Management, LLC | 2,544 | $610.1K | 0.06% | +404+18.9% | Added |
| Juncture Wealth Strategies, LLC | 2,562 | $614.4K | 0.29% | +662+34.8% | Added |
| Aufman Associates Inc | 2,564 | $614.8K | 0.57% | +31+1.2% | Added |
| Gibson Capital, LLC | 2,564 | $614.9K | 0.18% | 00.0% | Unchanged |
| Options Solutions, LLC | 2,564 | $614.9K | 0.88% | −9−0.3% | Reduced |
| Lloyd Advisory Services, LLC. | 2,565 | $615.0K | 0.43% | +207+8.8% | Added |
| Simplicity Wealth,LLC | 2,566 | $615.3K | 0.54% | +1,338+109.0% | Added |
| Holland Advisory Services, Inc. | 2,576 | $617.9K | 0.74% | −18−0.7% | Reduced |
| Petra Financial Advisors Inc | 2,578 | $618.2K | 0.68% | +2,578 | New |
| Kaye Capital Management | 2,581 | $619.0K | 0.32% | +2,581 | New |
| FIDELIS iM, LLC | 2,583 | $619.5K | 0.40% | +5+0.2% | Added |
| Marshall Financial Group Inc | 2,592 | $621.6K | 0.27% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 2,598 | $623.0K | 0.54% | +153+6.3% | Added |
| Bernardo Wealth Planning LLC | 2,599 | $623.3K | 0.29% | −365−12.3% | Reduced |
| Glaxis Capital Management, LLC | 2,600 | $623.5K | 8.44% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 2,600 | $624.0K | 0.16% | −100−3.7% | Reduced |
| WPWealth LLP | 2,602 | $624.1K | 0.33% | +2,602 | New |
| Francis Financial, Inc. | 2,604 | $624.4K | 0.58% | +46+1.8% | Added |
| Powell Investment Advisors, LLC | 2,604 | $624.6K | 0.36% | +24+0.9% | Added |
| Ogorek Anthony Joseph | 2,609 | $625.0K | 0.27% | +10.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 2,615 | $627.3K | 0.54% | +2,615 | New |
| Koesten, Hirschmann & Crabtree, INC. | 2,616 | $627.4K | 0.52% | +2,616 | New |
| Next Capital Management LLC | 2,620 | $628.0K | 0.34% | −500−16.0% | Reduced |
| Tandem Wealth Advisors LLC | 2,621 | $628.6K | 0.40% | +2,621 | New |
| Sterling Financial Planning, Inc. | 2,622 | $628.7K | 0.38% | −185−6.6% | Reduced |
| Sound Stewardship, LLC | 2,633 | $631.5K | 0.47% | +2,633 | New |
| Sequent Asset Management, LLC | 2,638 | $633.0K | 0.43% | +10.0% | Added |
| Tower Wealth Partners, Inc. | 2,646 | $634.6K | 0.55% | −82−3.0% | Reduced |
| Ninepoint Partners LP | 2,654 | $636.0K | 0.09% | −297−10.1% | Reduced |
| Warner Financial, Inc | 2,651 | $636.0K | 0.48% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2,656 | $637.0K | 0.24% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 2,674 | $641.4K | 0.36% | +523+24.3% | Added |
| Forge First Asset Management Inc. | 2,683 | $643.5K | 0.26% | +2,683 | New |
| Tanglewood Legacy Advisors, LLC | 2,684 | $643.7K | 0.46% | +2,684 | New |
| Hyperion Partners, LLC | 2,686 | $644.2K | 0.62% | +2,686 | New |
| Biechele Royce Advisors | 2,691 | $645.0K | 0.26% | +515+23.7% | Added |
| Better Money Decisions, LLC | 2,699 | $647.3K | 0.56% | +114+4.4% | Added |
| Shaker Investments LLC | 2,703 | $648.2K | 0.40% | −10,465−79.5% | Reduced |
| jvl associates llc | 2,705 | $648.7K | 0.38% | +34+1.3% | Added |
| Morling Financial Advisors, LLC | 2,705 | $648.7K | 0.83% | +230+9.3% | Added |
| Cardinal Point Capital Management, ULC | 2,714 | $651.2K | 0.22% | +2,714 | New |
| Integral Investment Advisors, Inc. | 2,721 | $652.5K | 0.51% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 2,744 | $658.1K | 0.59% | +2,744 | New |
| Redmont Wealth Advisors LLC | 2,745 | $658.3K | 0.77% | +445+19.3% | Added |
| Ironsides Asset Advisors, LLC | 2,747 | $659.0K | 0.30% | −48−1.7% | Reduced |
| ODonnell Financial Services, LLC | 2,750 | $659.4K | 6.05% | −32−1.2% | Reduced |
| ShoreHaven Wealth Partners, LLC | 2,752 | $659.9K | 0.47% | −987−26.4% | Reduced |
| Waterford Advisors, LLC | 2,756 | $661.0K | 0.38% | +2,756 | New |
| Client 1st Advisory Group, LLC | 2,756 | $661.0K | 0.39% | 00.0% | Unchanged |
| Eclectic Associates Inc | 2,765 | $663.2K | 0.32% | +4+0.1% | Added |
| Lutz Financial Services LLC | 2,779 | $666.5K | 0.08% | +178+6.8% | Added |
| Bell Investment Advisors, Inc | 2,780 | $666.7K | 0.17% | +551+24.7% | Added |
| Collaborative Wealth Managment Inc. | 2,781 | $667.0K | 0.44% | +29+1.1% | Added |
| Spectrum Wealth Advisory Group, LLC | 2,783 | $667.5K | 0.93% | +79+2.9% | Added |
| IVC Wealth Advisors LLC | 2,783 | $667.5K | 0.49% | −13−0.5% | Reduced |