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 |
|---|---|---|---|---|---|
| Innova Wealth Partners | 3,878 | $930.0K | 0.82% | −100−2.5% | Reduced |
| Crestone Asset Management LLC | 3,879 | $930.2K | 0.20% | −341−8.1% | Reduced |
| FMB Wealth Management | 3,879 | $930.2K | 1.20% | +3,879 | New |
| Flagstone Financial Management | 3,889 | $932.6K | 0.57% | +3,889 | New |
| Family Asset Management, LLC | 3,900 | $935.3K | 0.78% | +3,900 | New |
| Covestor Ltd | 3,901 | $937.0K | 0.77% | −310−7.4% | Reduced |
| Panoramic Investment Advisors, LLC | 3,908 | $937.3K | 0.96% | +3,908 | New |
| Green Alpha Advisors, LLC | 3,912 | $938.0K | 0.78% | +3,912 | New |
| Live Oak Investment Partners | – | $938.2K | 0.86% | – | New |
| Systematic Financial Management LP | 3,920 | $940.1K | 0.03% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 3,923 | $940.8K | 0.34% | −880−18.3% | Reduced |
| American Financial Advisors, LLC | 3,924 | $941.0K | 0.16% | +63+1.6% | Added |
| Windham Capital Management, LLC | 3,925 | $941.3K | 0.36% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 3,925 | $941.3K | 0.77% | +136+3.6% | Added |
| Sightline Wealth Advisors, LLC | 3,944 | $945.8K | 1.02% | +1,256+46.7% | Added |
| Planning Center, Inc. | 3,950 | $947.2K | 0.29% | +1,501+61.3% | Added |
| Smith & Howard Wealth Management, LLC | 3,958 | $949.2K | 0.36% | +25+0.6% | Added |
| Western Financial Corp | 3,967 | $951.3K | 0.62% | +3,967 | New |
| Warren Street Wealth Advisors, LLC | 3,968 | $951.6K | 0.76% | −43−1.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 3,970 | $952.1K | 0.01% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 3,934 | $954.4K | 0.57% | +3,934 | New |
| Georgetown University | 3,984 | $955.4K | 0.37% | +11+0.3% | Added |
| Avenue 1 Advisors, LLC | 3,985 | $955.7K | 0.56% | −45−1.1% | Reduced |
| Retirement Group, LLC | 3,993 | $957.0K | 0.46% | +2,132+114.6% | Added |
| Briggs Advisory Group, Inc. | 3,992 | $957.4K | 0.61% | +98+2.5% | Added |
| First Wilshire Securities Management Inc | 4,000 | $959.0K | 0.34% | 00.0% | Unchanged |
| Hall Private Wealth Advisors | 4,011 | $961.9K | 0.55% | +1,767+78.7% | Added |
| Diker Management LLC | 4,037 | $968.2K | 1.12% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 4,042 | $969.4K | 1.49% | 00.0% | Unchanged |
| Soditic Asset Management LLP | 4,065 | $974.9K | 1.21% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 4,070 | $976.1K | 0.38% | +4,070 | New |
| Facet Wealth, Inc. | 3,711 | $976.3K | 0.06% | −461−11.0% | Reduced |
| Heartwood Wealth Advisors LLC | 4,080 | $978.5K | 0.15% | +1,691+70.8% | Added |
| Brainard Capital Management LLC | 4,081 | $978.9K | 0.83% | +4,081 | New |
| CJM Wealth Advisers, Ltd. | 4,090 | $980.8K | 0.60% | −43−1.0% | Reduced |
| Adamsbrown Wealth Consultants LLC | 4,090 | $980.9K | 0.60% | +336+9.0% | Added |
| MAS Advisors LLC | 4,103 | $984.1K | 0.93% | −112−2.7% | Reduced |
| swisspartners Ltd. | 4,109 | $985.5K | 1.26% | −48,174−92.1% | Reduced |
| Angeles Investment Advisors, LLC | 4,112 | $986.1K | 0.08% | +3,146+325.7% | Added |
| Wakefield Asset Management LLLP | 4,119 | $987.8K | 0.42% | +4,119 | New |
| Paragon Wealth Strategies, LLC | 4,124 | $989.0K | 1.19% | −169−3.9% | Reduced |
| Global Wealth Strategies & Associates | 4,128 | $990.0K | 0.57% | +4,128 | New |
| Financial & Tax Architects, LLC | 4,140 | $994.5K | 0.34% | −791−16.0% | Reduced |
| Financial Advisors Network, Inc. | 4,147 | $994.5K | 0.26% | +562+15.7% | Added |
| McMorgan & Co LLC | 4,148 | $994.8K | 0.21% | +1,260+43.6% | Added |
| Coury Firm Asset Management LLC | 4,157 | $996.9K | 1.48% | −75−1.8% | Reduced |
| Private Management Group Inc | 4,158 | $997.2K | 0.04% | +144+3.6% | Added |
| Pasadena Private Wealth, LLC | 4,165 | $998.8K | 0.31% | −32−0.8% | Reduced |
| Wealth Management Solutions, LLC | 4,166 | $999.0K | 0.52% | −148−3.4% | Reduced |
| Essential Planning, LLC. | 4,200 | $1.00M | 0.77% | +997+31.1% | Added |
| Ford Financial Group, LLC | 4,172 | $1.00M | 0.40% | −25−0.6% | Reduced |
| Concorde Asset Management, LLC | 4,181 | $1.00M | 0.89% | −62−1.5% | Reduced |
| ETF Managers Group, LLC | 4,183 | $1.00M | 0.05% | +103+2.5% | Added |
| Curtis Advisory Group, LLC | 4,184 | $1.00M | 0.40% | −838−16.7% | Reduced |
| Santori & Peters | 4,184 | $1.00M | 0.59% | −42−1.0% | Reduced |
| Newman & Schimel, LLC | 4,190 | $1.00M | 0.45% | +756+22.0% | Added |
| Monumental Financial Group Inc. | 4,192 | $1.00M | 0.81% | +2,052+95.9% | Added |
| Pin Oak Investment Advisors Inc | 4,199 | $1.01M | 1.24% | +127+3.1% | Added |
| Townsend & Associates, Inc | 3,714 | $1.01M | 0.50% | −193−4.9% | Reduced |
| Mirabella Financial Services LLP | 4,204 | $1.01M | 0.09% | −5,856−58.2% | Reduced |
| Capital Square, LLC | 4,211 | $1.01M | 0.91% | −149−3.4% | Reduced |
| Riverwater Partners LLC | 4,218 | $1.01M | 0.86% | −1,025−19.5% | Reduced |
| Insight 2811, Inc. | 4,218 | $1.01M | 0.62% | +1,857+78.7% | Added |
| Capital Impact Advisors, LLC | 4,222 | $1.01M | 0.99% | −171−3.9% | Reduced |
| Balyasny Asset Management LLC | 4,225 | $1.01M | 0.00% | −882,595−99.5% | Reduced |
| Trinity Financial Advisors LLC | 4,229 | $1.01M | 0.67% | −201−4.5% | Reduced |
| Security Financial Services, INC. | 4,236 | $1.02M | 0.32% | +54+1.3% | Added |
| Inspirion Wealth Advisors, LLC | 4,241 | $1.02M | 0.22% | +3+0.1% | Added |
| Lebenthal Global Advisors, LLC | 4,248 | $1.02M | 0.34% | +901+26.9% | Added |
| Independent Family Office, LLC | 4,254 | $1.02M | 0.61% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4,264 | $1.02M | 1.25% | −33−0.8% | Reduced |
| Worth Asset Management, LLC | 4,266 | $1.02M | 0.71% | +147+3.6% | Added |
| Caerus Investment Advisors, LLC | 4,269 | $1.02M | 1.55% | +200+4.9% | Added |
| Corrado Advisors, LLC | 4,272 | $1.02M | 0.72% | +1,984+86.7% | Added |
| Peterson Wealth Advisors, LLC | 4,273 | $1.02M | 0.31% | −295−6.5% | Reduced |
| Peak Financial Management, Inc. | 4,274 | $1.03M | 0.40% | +55+1.3% | Added |
| Planning Alternatives Ltd | 4,280 | $1.03M | 0.19% | +23+0.5% | Added |
| Ridgewood Investments LLC | 4,286 | $1.03M | 0.74% | +218+5.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 4,287 | $1.03M | 0.76% | −6−0.1% | Reduced |
| Falcon Wealth Planning | 4,287 | $1.03M | 0.29% | 00.0% | Unchanged |
| Tacita Capital Inc | 4,296 | $1.03M | 0.77% | 00.0% | Unchanged |
| Kearns & Associates LLC | 4,300 | $1.03M | 1.09% | +4,300 | New |
| Bridge Advisory, LLC | 4,302 | $1.03M | 0.43% | −84−1.9% | Reduced |
| BetterWealth, LLC | 4,306 | $1.03M | 0.46% | +7+0.2% | Added |
| Atlas Private Wealth Management | 4,312 | $1.03M | 0.48% | −516−10.7% | Reduced |
| Davidson Capital Management Inc. | 4,315 | $1.03M | 0.71% | −577−11.8% | Reduced |
| Verus Financial Partners, Inc. | 4,179 | $1.04M | 0.14% | −786−15.8% | Reduced |
| One Day In July LLC | 4,342 | $1.04M | 0.21% | +861+24.7% | Added |
| Silicon Hills Wealth Management, LLC | 4,347 | $1.04M | 0.77% | −102−2.3% | Reduced |
| G&S Capital LLC | 4,349 | $1.04M | 0.46% | −9,123−67.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 4,358 | $1.05M | 0.03% | +3,329+323.5% | Added |
| Lion Street Advisors, LLC | 3,154 | $1.05M | 0.55% | +394+14.3% | Added |
| Valtinson Bruner Financial Planning LLC | 4,447 | $1.05M | 0.61% | +91+2.1% | Added |
| Alliance Wealth Management Group | 4,380 | $1.05M | 0.38% | 00.0% | Unchanged |
| Millington Financial Advisors, LLC | 4,386 | $1.05M | 1.03% | +4,386 | New |
| Talisman Wealth Advisors LLC | 4,398 | $1.05M | 2.24% | +4,398 | New |
| Del-Sette Capital Management, LLC | 4,404 | $1.06M | 1.09% | −327−6.9% | Reduced |
| Karani Asset Management LLC | 4,406 | $1.06M | 1.23% | −39−0.9% | Reduced |
| Oakwell Private Wealth Management, LLC | 4,408 | $1.06M | 0.51% | +239+5.7% | Added |
| Mizuho Securities Co. Ltd. | 4,410 | $1.06M | 2.94% | −14,259−76.4% | Reduced |