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; 6,248 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 | 6,248 | $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 |
|---|---|---|---|---|---|
| Blossom Wealth Management | 3,285 | $787.8K | 3.80% | +29+0.9% | Added |
| Hofer & Associates. Inc | 3,291 | $789.2K | 0.79% | +478+17.0% | Added |
| Guidance Point Advisors, LLC | 3,291 | $789.6K | 0.33% | +2+0.1% | Added |
| Capital Wealth Alliance, LLC | 3,298 | $790.8K | 0.66% | −267−7.5% | Reduced |
| Boulder Hill Capital Management LP | 3,300 | $791.4K | 0.66% | +3,300 | New |
| Camarda Financial Advisors, LLC | 3,301 | $791.5K | 0.80% | −135−3.9% | Reduced |
| Northwest Wealth Management, LLC | 3,312 | $794.2K | 0.34% | −2,105−38.9% | Reduced |
| Parkside Investments, LLC | 3,314 | $794.7K | 0.16% | +660+24.9% | Added |
| Ategra Capital Management, LLC | 3,317 | $795.5K | 0.42% | 00.0% | Unchanged |
| Point72 Middle East FZE | 3,319 | $796.0K | 0.06% | +3,319 | New |
| Twin Tree Management, LP | 3,335 | $799.8K | 0.02% | −29,984−90.0% | Reduced |
| Black Diamond Financial, LLC | 3,336 | $799.9K | 0.29% | +10.0% | Added |
| Strategic Financial Partners, Ltd. | 3,336 | $800.0K | 0.49% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 3,376 | $805.0K | 0.67% | −126−3.6% | Reduced |
| Ted Buchan & Co | 3,361 | $806.2K | 0.75% | +3,361 | New |
| Parker Financial LLC | 3,362 | $806.3K | 0.69% | +3,362 | New |
| Kooman & Associates | 3,363 | $806.5K | 0.79% | +3,363 | New |
| Portfolio Strategies, Inc. | 3,363 | $806.6K | 0.18% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,373 | $808.9K | 0.53% | −1,291−27.7% | Reduced |
| Yarger Wealth Strategies, LLC | 3,374 | $809.2K | 1.00% | +9+0.3% | Added |
| Welch Capital Partners LLC | 3,380 | $811.0K | 0.26% | 00.0% | Unchanged |
| Ferguson Shapiro LLC | 3,383 | $811.3K | 0.58% | +142+4.4% | Added |
| Gould Capital, LLC | 3,389 | $812.8K | 0.65% | −8−0.2% | Reduced |
| Annapolis Financial Services, LLC | 3,390 | $813.0K | 0.26% | −128−3.6% | Reduced |
| Peterson Wealth Management | 3,397 | $814.7K | 0.83% | −68−2.0% | Reduced |
| Engineers Gate Manager LP | 3,402 | $815.9K | 0.05% | −11,211−76.7% | Reduced |
| Von Berge Wealth Management Group, LLC | 3,304 | $819.9K | 0.74% | +15+0.5% | Added |
| Alpha Financial Partners, LLC | 3,422 | $820.7K | 0.99% | +3,422 | New |
| Vista Private Wealth Partners. LLC | 3,425 | $821.5K | 0.39% | −296−8.0% | Reduced |
| EdgeRock Capital LLC | 3,432 | $823.0K | 0.46% | +78+2.3% | Added |
| ACT Advisors, LLC. | 3,433 | $823.3K | 0.52% | −36−1.0% | Reduced |
| Financial Guidance Group, Inc. | 3,438 | $824.5K | 0.67% | −97−2.7% | Reduced |
| Bullseye Investment Management, LLC | 3,439 | $824.7K | 0.68% | +1,780+107.3% | Added |
| Omega Financial Group, LLC | 3,562 | $825.4K | 0.43% | +120+3.5% | Added |
| Howard Wealth Management, LLC | 3,442 | $825.5K | 0.68% | −81−2.3% | Reduced |
| Riversedge Advisors, LLC | 3,453 | $828.1K | 0.27% | −1,397−28.8% | Reduced |
| Thrive Capital Management, LLC | 3,455 | $828.5K | 0.54% | +219+6.8% | Added |
| Round Rock Advisors, LLC | 3,463 | $830.6K | 0.34% | +295+9.3% | Added |
| Wade Financial Advisory, Inc | 3,475 | $833.3K | 0.38% | 00.0% | Unchanged |
| Earnest Partners LLC | 3,482 | $835.1K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 3,487 | $836.0K | 0.73% | +3,487 | New |
| LGL Partners, LLC | 3,503 | $840.1K | 0.15% | −7,593−68.4% | Reduced |
| Matrix Private Capital Group LLC | 3,514 | $842.7K | 0.55% | −192−5.2% | Reduced |
| Sterling Financial Group, Inc. | 3,519 | $843.9K | 0.65% | +3,519 | New |
| HighVista Strategies LLC | 3,520 | $844.2K | 0.50% | −468−11.7% | Reduced |
| Unique Wealth, LLC | 3,528 | $846.0K | 0.45% | +3,528 | New |
| Reston Wealth Management LLC | 3,528 | $846.1K | 0.47% | −75−2.1% | Reduced |
| WR Wealth Planners, LLC | 3,529 | $846.3K | 0.52% | +132+3.9% | Added |
| EMC Capital Management | 3,534 | $848.0K | 0.76% | +375+11.9% | Added |
| Birmingham Capital Management Co Inc | 3,538 | $848.5K | 0.32% | +427+13.7% | Added |
| Raffa Wealth Management, LLC | 3,538 | $848.6K | 0.35% | +48+1.4% | Added |
| Winslow Asset Management Inc | 3,540 | $849.0K | 0.20% | −229−6.1% | Reduced |
| Paulson Wealth Management Inc. | 3,552 | $851.7K | 0.42% | −143−3.9% | Reduced |
| Bellwether Advisors, LLC | 3,555 | $852.6K | 0.25% | +840+30.9% | Added |
| Lockerman Financial Group, Inc. | 3,560 | $853.8K | 2.49% | +75+2.2% | Added |
| Trinity Wealth Management, LLC | 3,570 | $856.2K | 0.61% | −265−6.9% | Reduced |
| Gallacher Capital Management LLC | 3,570 | $856.2K | 0.52% | +3,570 | New |
| Atom Investors LP | 3,577 | $857.8K | 0.43% | −41,681−92.1% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 3,578 | $858.1K | 0.05% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 3,583 | $859.0K | 0.13% | −421−10.5% | Reduced |
| Peterson Wealth Services | 3,585 | $859.9K | 0.49% | −1,025−22.2% | Reduced |
| X-Square Capital, LLC | 3,584 | $860.0K | 0.49% | −102−2.8% | Reduced |
| Grant Street Asset Management, Inc. | 3,605 | $864.5K | 0.37% | +20+0.6% | Added |
| Axiom Investment Management LLC | 3,612 | $866.2K | 2.25% | +549+17.9% | Added |
| Banco BTG Pactual S.A. | 3,616 | $867.2K | 0.50% | −16,944−82.4% | Reduced |
| Heck Capital Advisors, LLC | 3,617 | $867.4K | 0.17% | +47+1.3% | Added |
| Guardian Financial Partners, LLC | 3,624 | $869.2K | 0.92% | +12+0.3% | Added |
| Horst & Graben Wealth Management LLC | 3,628 | $870.0K | 0.23% | +7+0.2% | Added |
| Silver Oak Advisory Group, Inc. | 3,634 | $871.0K | 0.61% | −55−1.5% | Reduced |
| Planned Solutions, Inc. | 3,653 | $876.0K | 0.64% | −53−1.4% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 3,656 | $876.7K | 0.56% | +198+5.7% | Added |
| Heritage Investment Group, Inc. | 3,656 | $877.0K | 0.28% | +54+1.5% | Added |
| Rise Advisors, LLC | 3,663 | $878.5K | 0.71% | −273−6.9% | Reduced |
| PCG Wealth Advisors, LLC | 3,663 | $878.6K | 0.56% | −3,644−49.9% | Reduced |
| Slocum, Gordon & Co LLP | 3,679 | $882.3K | 0.57% | +3,679 | New |
| PYA Waltman Capital, LLC | 3,726 | $893.6K | 0.47% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 3,728 | $893.9K | 0.90% | −202−5.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 3,745 | $898.1K | 0.51% | −935−20.0% | Reduced |
| Sentinel Pension Advisors Inc | 3,746 | $898.3K | 0.28% | +39+1.1% | Added |
| Newport Capital Group, LLC | 3,753 | $900.0K | 0.90% | −3,888−50.9% | Reduced |
| FSC Wealth Advisors, LLC | 3,758 | $901.1K | 1.54% | +616+19.6% | Added |
| NorthLanding Financial Partners, LLC | 3,759 | $902.0K | 0.65% | −261−6.5% | Reduced |
| Alpha Paradigm Partners, LLC | 3,768 | $904.0K | 0.37% | +2,776+279.8% | Added |
| BEAM Asset Management, LLC | 3,770 | $904.1K | 0.94% | +8+0.2% | Added |
| Cassia Capital Partners, LLC | 3,771 | $904.3K | 0.74% | +1,950+107.1% | Added |
| Ackerman Capital Advisors, LLC | 3,778 | $906.0K | 0.24% | −50−1.3% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,780 | $906.6K | 0.20% | +688+22.3% | Added |
| Ambassador Advisors, LLC | 3,782 | $907.1K | 0.20% | +672+21.6% | Added |
| Virginia National Bank | 3,784 | $907.5K | 3.34% | −132−3.4% | Reduced |
| Windsor Capital Management, LLC | 3,808 | $913.2K | 0.33% | −48−1.2% | Reduced |
| RS Crum Inc. | 3,810 | $913.6K | 0.43% | −172−4.3% | Reduced |
| Arcus Capital Partners, LLC | 3,818 | $915.7K | 0.37% | −2,644−40.9% | Reduced |
| SFG Wealth Management, LLC. | 3,819 | $915.9K | 1.13% | −403−9.5% | Reduced |
| SBB Research Group LLC | 3,825 | $917.3K | 1.32% | +9+0.2% | Added |
| Sage Investment Advisers LLC | 3,834 | $919.5K | 1.31% | +406+11.8% | Added |
| R. W. Roge & Company, Inc. | 3,848 | $922.0K | 0.61% | 00.0% | Unchanged |
| Range Financial Group LLC | 3,849 | $922.9K | 0.63% | −48−1.2% | Reduced |
| Sage Private Wealth Group, LLC | 3,849 | $923.2K | 1.10% | −58−1.5% | Reduced |
| Cowa, LLC | 3,861 | $925.9K | 0.58% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 3,867 | $927.3K | 0.30% | −69−1.8% | Reduced |