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 |
|---|---|---|---|---|---|
| Sutton Place Investors LLC | 2,790 | $669.0K | 0.95% | +105+3.9% | Added |
| Jackson Thornton Asset Management, LLC | 2,790 | $669.1K | 0.16% | +666+31.4% | Added |
| Wealthstar Advisors, LLC | 2,790 | $669.3K | 0.30% | −89−3.1% | Reduced |
| Epic Trust Investment Advisors, LLC | 2,823 | $670.0K | 1.01% | −529−15.8% | Reduced |
| Morris Financial Concepts, Inc. | 2,808 | $673.4K | 0.54% | +355+14.5% | Added |
| O'Dell Group, LLC | 2,811 | $674.2K | 0.24% | +121+4.5% | Added |
| G2 Capital Management, LLC | 2,816 | $675.4K | 0.25% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 2,817 | $675.6K | 0.79% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 2,844 | $682.1K | 0.21% | +6+0.2% | Added |
| Cherrydale Wealth Management, LLC | 2,844 | $682.1K | 0.56% | −1,774−38.4% | Reduced |
| McNaughton Wealth Management, LLC | 2,856 | $684.9K | 0.47% | +102+3.7% | Added |
| DDFG, Inc | 2,858 | $685.4K | 0.28% | +2,858 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 2,862 | $686.4K | 0.55% | −121−4.1% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 2,867 | $687.5K | 1.12% | +767+36.5% | Added |
| Cornerstone Planning Group LLC | 2,967 | $688.3K | 0.29% | +2,967 | New |
| Carmel Capital Partners, LLC | 2,881 | $690.8K | 0.48% | +530+22.5% | Added |
| Austin Asset Management Co Inc | 2,969 | $691.6K | 0.25% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 2,887 | $692.4K | 0.33% | −736−20.3% | Reduced |
| Financial Planning & Information Services, Inc. | 2,890 | $693.0K | 0.15% | −81−2.7% | Reduced |
| Hunter Perkins Capital Management, LLC | 2,890 | $693.0K | 0.16% | +100+3.6% | Added |
| Lauterbach Financial Advisors, LLC | 2,890 | $693.1K | 0.62% | −141−4.7% | Reduced |
| Hilltop Partners LLC | 2,891 | $693.4K | 0.37% | +2,891 | New |
| Defined Wealth Management, LLC | 2,895 | $694.4K | 0.65% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 2,899 | $695.2K | 0.34% | 00.0% | Unchanged |
| Brickley Wealth Management | 2,901 | $695.7K | 0.21% | −414−12.5% | Reduced |
| NSI Retail Advisors, LLC | 2,902 | $696.0K | 0.16% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 2,904 | $696.3K | 0.38% | +18+0.6% | Added |
| CPA Asset Management LLC | 2,905 | $696.7K | 0.53% | +2,905 | New |
| Saiph Capital, LLC | 2,906 | $697.0K | 0.48% | −164−5.3% | Reduced |
| Riverstone Advisors, LLC | 2,912 | $698.4K | 0.48% | −390−11.8% | Reduced |
| Marquette Asset Management, LLC | 2,914 | $698.8K | 0.21% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 2,923 | $700.9K | 0.57% | +326+12.6% | Added |
| Orin Green Financial, LLC | 2,925 | $701.5K | 0.41% | +72+2.5% | Added |
| Hanlon Investment Management, Inc. | 2,934 | $703.6K | 0.24% | −229−7.2% | Reduced |
| Seascape Capital Management | 2,943 | $706.0K | 0.39% | +35+1.2% | Added |
| Cedar Mountain Advisors, LLC | 2,946 | $706.5K | 0.22% | −319−9.8% | Reduced |
| Kelman-Lazarov, Inc. | 2,946 | $706.6K | 0.20% | +61+2.1% | Added |
| Arista Wealth Management, LLC | 2,947 | $706.8K | 0.45% | +2,947 | New |
| Opus Capital Group, LLC | 2,946 | $707.0K | 0.14% | +518+21.3% | Added |
| Avaii Wealth Management, LLC | 2,959 | $709.7K | 0.63% | −765−20.5% | Reduced |
| Cook Wealth Management Group LLC | 2,961 | $710.1K | 0.68% | +98+3.4% | Added |
| Freedom Wealth Alliance, LLC | 2,972 | $712.7K | 1.00% | +2,972 | New |
| Ipsen Advisor Group LLC | 2,975 | $713.4K | 0.82% | +2,975 | New |
| Dakota Community Bank & Trust NA | 2,983 | $715.0K | 4.06% | +30+1.0% | Added |
| Wick Capital Partners, LLC | 2,980 | $715.0K | 0.40% | +95+3.3% | Added |
| Archetype Wealth Partners | 2,982 | $715.0K | 0.18% | +1,173+64.8% | Added |
| Axiom Financial Strategies, LLC | 2,996 | $718.6K | 0.45% | −1,989−39.9% | Reduced |
| Sherbrooke Park Advisers LLC | 3,000 | $719.5K | 0.53% | +3,000 | New |
| Awm Capital, LLC | 3,008 | $721.4K | 0.25% | −73−2.4% | Reduced |
| Asset Management Resources, LLC | 3,018 | $723.8K | 0.78% | +449+17.5% | Added |
| Meredith Wealth Planning | 3,019 | $724.1K | 0.62% | +3,019 | New |
| Cranbrook Wealth Management, LLC | 3,022 | $724.8K | 0.20% | −162−5.1% | Reduced |
| Allen Capital Group, LLC | 3,022 | $724.8K | 0.72% | −12,239−80.2% | Reduced |
| Archvest Wealth Advisors, Inc. | 3,022 | $724.8K | 0.72% | +98+3.4% | Added |
| Palladiem, LLC | 3,030 | $726.6K | 0.76% | −269−8.2% | Reduced |
| Seneca Financial Advisors LLC | 3,035 | $728.0K | 0.46% | −15−0.5% | Reduced |
| Odey Holdings Ltd | 3,036 | $728.1K | 5.87% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 3,040 | $729.1K | 0.73% | +399+15.1% | Added |
| Pensionmark Financial Group, LLC | 3,052 | $731.9K | 0.17% | −1,659−35.2% | Reduced |
| Oberweis Asset Management Inc | 3,055 | $732.6K | 0.16% | 00.0% | Unchanged |
| Verum Partners LLC | 3,065 | $735.0K | 0.90% | +3,065 | New |
| Harrison & Co Wealth Management, LLC | 3,091 | $741.3K | 0.72% | +293+10.5% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,097 | $742.8K | 0.23% | −23−0.7% | Reduced |
| Financial Connections Group, Inc. | 3,100 | $743.0K | 0.59% | +512+19.8% | Added |
| KFG Wealth Management, LLC | 3,105 | $744.5K | 0.76% | +3,105 | New |
| Proquility Private Wealth Partners, LLC | 3,113 | $746.4K | 0.31% | −94−2.9% | Reduced |
| Clear Investment Research, LLC | 3,115 | $747.0K | 1.45% | +415+15.4% | Added |
| Nikko Asset Management Americas, Inc. | 3,116 | $747.3K | 0.01% | +10+0.3% | Added |
| Long Road Investment Counsel, LLC | 3,117 | $748.0K | 0.37% | 00.0% | Unchanged |
| Sentinus, LLC | 3,035 | $748.5K | 0.44% | −372−10.9% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,129 | $750.4K | 0.15% | +102+3.4% | Added |
| Aspire Wealth Management Corp | 3,130 | $750.7K | 0.65% | −10.0% | Reduced |
| Towerpoint Wealth, LLC | 3,140 | $753.0K | 0.43% | −307−8.9% | Reduced |
| Willow Creek Wealth Management Inc. | 3,151 | $756.0K | 0.13% | −535−14.5% | Reduced |
| Conestoga Capital Advisors, LLC | 3,159 | $757.6K | 0.01% | −710−18.4% | Reduced |
| Sym Financial Corp | 3,162 | $758.3K | 0.18% | −396−11.1% | Reduced |
| Private Capital Advisors, Inc. | 3,168 | $760.0K | 0.13% | −40,173−92.7% | Reduced |
| McClarren Financial Advisors, Inc. | 3,171 | $760.0K | 0.72% | +7+0.2% | Added |
| Charles Schwab Investment Advisory, Inc. | 3,174 | $761.2K | 0.00% | +469+17.3% | Added |
| Innovis Asset Management LLC | 3,176 | $761.7K | 0.34% | +3,176 | New |
| Stordahl Capital Management, Inc. | 3,189 | $764.8K | 0.25% | +256+8.7% | Added |
| Davis Investment Partners, LLC | 2,843 | $765.0K | 0.39% | +2,843 | New |
| APCM Wealth Management for Individuals | 3,190 | $765.0K | 0.14% | −202−6.0% | Reduced |
| Mayfair Advisory Group, LLC | 3,369 | $765.1K | 0.97% | −320−8.7% | Reduced |
| Virtus ETF Advisers LLC | 3,193 | $765.7K | 0.40% | +627+24.4% | Added |
| Planning Directions Inc | 3,194 | $766.0K | 0.58% | −43−1.3% | Reduced |
| Financial Advisory Corp | 3,207 | $769.0K | 0.38% | −540−14.4% | Reduced |
| Pachira Investments Inc. | 3,206 | $769.0K | 3.89% | +2+0.1% | Added |
| Kelly Financial Services LLC | 3,218 | $771.7K | 0.41% | +83+2.6% | Added |
| True Wealth Design, LLC | 3,218 | $771.8K | 0.36% | +3,218 | New |
| Conrad Siegel Investment Advisors, Inc. | 3,220 | $772.2K | 0.77% | −506−13.6% | Reduced |
| Asset Planning Corporation | 3,229 | $774.4K | 0.64% | +500+18.3% | Added |
| Granite Harbor Advisors, Inc. | 3,247 | $778.8K | 0.79% | +3,247 | New |
| Shelton Wealth Management, LLC | 3,254 | $780.4K | 0.62% | −49−1.5% | Reduced |
| Fenimore Asset Management Inc | 3,261 | $782.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3,259 | $782.0K | 0.16% | +169+5.5% | Added |
| Braun-Bostich & Associates Inc. | 3,265 | $783.0K | 2.26% | +230+7.6% | Added |
| Tranquilli Financial Advisor LLC | 3,268 | $783.7K | 0.59% | +754+30.0% | Added |
| Cairn Investment Group, Inc. | 3,279 | $786.0K | 0.59% | −20−0.6% | Reduced |
| Monograph Wealth Advisors, LLC | 3,278 | $786.0K | 0.21% | +516+18.7% | Added |