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 |
|---|---|---|---|---|---|
| Koss-Olinger Consulting, LLC | 4,412 | $1.06M | 0.15% | +213+5.1% | Added |
| BCGM Wealth Management, LLC | 4,412 | $1.06M | 0.51% | −127−2.8% | Reduced |
| Dougherty Wealth Advisers LLC | 4,412 | $1.06M | 1.74% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 4,416 | $1.06M | 0.43% | −440−9.1% | Reduced |
| OneAscent Wealth Management LLC | 4,422 | $1.06M | 0.50% | −672−13.2% | Reduced |
| Act Wealth Management, LLC | 4,427 | $1.06M | 0.67% | +575+14.9% | Added |
| Selective Wealth Management, Inc. | 4,424 | $1.06M | 0.56% | −19−0.4% | Reduced |
| Marex Group plc | 4,440 | $1.06M | 0.15% | +4,440 | New |
| Arlington Financial Advisors, LLC | 4,440 | $1.06M | 0.45% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 4,440 | $1.06M | 0.95% | −111−2.4% | Reduced |
| Fountainhead AM, LLC | 4,439 | $1.06M | 0.48% | +271+6.5% | Added |
| Chiron Capital Management, LLC | 4,454 | $1.07M | 0.74% | +1,032+30.2% | Added |
| MBM Wealth Consultants, LLC | 4,501 | $1.08M | 0.51% | +399+9.7% | Added |
| Crumly & Associates Inc. | 4,496 | $1.08M | 0.41% | −689−13.3% | Reduced |
| Center For Asset Management LLC | 4,517 | $1.08M | 1.01% | +475+11.8% | Added |
| Driehaus Capital Management LLC | 4,518 | $1.08M | 0.02% | −74−1.6% | Reduced |
| 360 Financial, Inc. | 4,655 | $1.08M | 0.70% | 00.0% | Unchanged |
| Red Tortoise LLC | 4,527 | $1.09M | 0.75% | +4,527 | New |
| Sterling Group Wealth Management, LLC | 4,530 | $1.09M | 1.07% | +4,530 | New |
| Meritas Wealth Management, LLC | 4,532 | $1.09M | 0.90% | +4,532 | New |
| North Point Portfolio Managers Corp | 4,557 | $1.09M | 0.18% | −636−12.2% | Reduced |
| Artemis Wealth Advisors, LLC | 4,556 | $1.09M | 0.33% | 00.0% | Unchanged |
| Lansing Street Advisors | 4,571 | $1.10M | 0.75% | +108+2.4% | Added |
| Abound Wealth Management | 4,571 | $1.10M | 0.54% | +189+4.3% | Added |
| Fingerlakes Wealth Management, Inc. | 4,582 | $1.10M | 1.51% | −5−0.1% | Reduced |
| Barber Financial Group, Inc. | 4,588 | $1.10M | 0.30% | −416−8.3% | Reduced |
| WJ Wealth Management, LLC | 4,594 | $1.10M | 0.64% | −110−2.3% | Reduced |
| Trilogy Capital Inc. | 4,596 | $1.10M | 0.08% | +2,520+121.4% | Added |
| Engrave Wealth Partners LLC | 4,679 | $1.10M | 0.38% | −512−9.9% | Reduced |
| Strategic Investment Solutions, Inc. | 4,176 | $1.11M | 0.55% | +4,176 | New |
| Holistic Financial Partners | 4,611 | $1.11M | 0.99% | +172+3.9% | Added |
| Vahanian & Associates Financial Planning Inc. | 4,626 | $1.11M | 3.63% | −70−1.5% | Reduced |
| Dentgroup LLC | 4,648 | $1.11M | 0.96% | +79+1.7% | Added |
| FSA Wealth Management LLC | 4,649 | $1.11M | 0.65% | +204+4.6% | Added |
| Continuum Wealth Advisors, LLC | 4,656 | $1.12M | 1.11% | +4,656 | New |
| Armbruster Capital Management, Inc. | 4,657 | $1.12M | 0.29% | −7−0.2% | Reduced |
| Brand Asset Management Group, Inc. | 4,666 | $1.12M | 0.57% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 4,676 | $1.12M | 1.34% | +483+11.5% | Added |
| Greenspring Advisors, LLC | 4,679 | $1.12M | 0.30% | −42−0.9% | Reduced |
| Lodestone Wealth Management LLC | 14,038 | $1.12M | 0.91% | +14,038 | New |
| FSB Premier Wealth Management, Inc. | 4,694 | $1.13M | 0.62% | −90−1.9% | Reduced |
| Bayshore Asset Management, LLC | 4,716 | $1.13M | 0.73% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 4,732 | $1.13M | 0.26% | +352+8.0% | Added |
| Cubist Systematic Strategies, LLC | 4,738 | $1.14M | 0.01% | −77,161−94.2% | Reduced |
| Stewart Asset Management, LLC | 4,747 | $1.14M | 0.87% | −2,845−37.5% | Reduced |
| Foundation Wealth Management, LLC | 4,754 | $1.14M | 1.16% | +4,754 | New |
| Stephens Consulting, LLC | 4,756 | $1.14M | 0.76% | +200+4.4% | Added |
| Spectrum Planning & Advisory Services Inc. | 4,776 | $1.15M | 1.56% | +666+16.2% | Added |
| Linden Thomas Advisory Services, LLC | 4,788 | $1.15M | 0.32% | +4,788 | New |
| Helen Stephens Group, LLC | 4,793 | $1.15M | 0.69% | −164−3.3% | Reduced |
| Great Waters Wealth Management | 4,779 | $1.15M | 0.25% | +4,779 | New |
| TriaGen Wealth Management LLC | 4,810 | $1.15M | 0.64% | +543+12.7% | Added |
| CBIZ Investment Advisory Services, LLC | 4,818 | $1.16M | 0.62% | +1,326+38.0% | Added |
| Obsidian Personal Planning Solutions LLC | 4,830 | $1.16M | 1.86% | +1,253+35.0% | Added |
| Hardy Reed LLC | 4,829 | $1.16M | 0.22% | −165−3.3% | Reduced |
| Capasso Planning Partners LLC | 4,838 | $1.16M | 0.74% | +70+1.5% | Added |
| Clarus Wealth Advisors | 5,072 | $1.16M | 0.76% | +382+8.1% | Added |
| Resolute Financial, LLC | 4,850 | $1.16M | 0.99% | −46−0.9% | Reduced |
| PAX Financial Group, LLC | 4,859 | $1.17M | 0.30% | −353−6.8% | Reduced |
| Empirical Asset Management, LLC | 10,301 | $1.17M | 1.23% | +5,127+99.1% | Added |
| Index Fund Advisors, Inc. | 4,889 | $1.17M | 0.08% | −4,285−46.7% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,724 | $1.17M | 0.51% | +30+0.6% | Added |
| Chicago Wealth Management, Inc. | 4,905 | $1.18M | 1.01% | +3,465+240.6% | Added |
| Kennedy Investment Group | 4,907 | $1.18M | 0.75% | +4,907 | New |
| BMS Financial Advisors, LLC | 4,923 | $1.18M | 0.78% | −192−3.8% | Reduced |
| Operose Advisors LLC | 4,942 | $1.19M | 0.63% | −161−3.2% | Reduced |
| Malaga Cove Capital, LLC | 4,951 | $1.19M | 0.65% | +531+12.0% | Added |
| Sentinel Trust Co Lba | 4,958 | $1.19M | 0.19% | −2,000−28.7% | Reduced |
| Diversified Portfolios, Inc. | 4,963 | $1.19M | 0.27% | −257−4.9% | Reduced |
| Accel Wealth Management | 4,966 | $1.19M | 0.57% | −238−4.6% | Reduced |
| St. James Investment Advisors, LLC | 4,969 | $1.19M | 2.18% | +396+8.7% | Added |
| Windsor Advisory Group, LLC | 4,996 | $1.20M | 3.18% | +4,996 | New |
| Opus Investment Management Inc | 5,000 | $1.20M | 0.43% | 00.0% | Unchanged |
| Anson Funds Management LP | 5,000 | $1.20M | 0.39% | +5,000 | New |
| Investmark Advisory Group LLC | 5,011 | $1.20M | 0.89% | +644+14.7% | Added |
| Cavalier Investments, LLC | 5,026 | $1.21M | 0.43% | −288−5.4% | Reduced |
| Compass Ion Advisors, LLC | 5,043 | $1.21M | 0.31% | −26−0.5% | Reduced |
| Legacy Financial Group, Inc. | 5,051 | $1.21M | 0.75% | +5,051 | New |
| Blue Bell Private Wealth Management, LLC | 5,056 | $1.21M | 0.40% | −427−7.8% | Reduced |
| Redwood Financial Network Corp | 5,059 | $1.21M | 1.38% | +291+6.1% | Added |
| Courage Capital Management LLC | 5,061 | $1.21M | 3.41% | 00.0% | Unchanged |
| Jeereddi Investments, LP | 5,079 | $1.22M | 4.79% | 00.0% | Unchanged |
| First Affirmative Financial Network | 5,084 | $1.22M | 1.48% | −116−2.2% | Reduced |
| WMG Financial Advisors, LLC | 5,103 | $1.22M | 1.04% | +212+4.3% | Added |
| BigSur Wealth Management LLC | 5,122 | $1.23M | 0.59% | +87+1.7% | Added |
| Vista Investment Management | 5,124 | $1.23M | 0.70% | −6−0.1% | Reduced |
| Seldon Capital LP | 5,126 | $1.23M | 1.06% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 5,147 | $1.23M | 1.26% | +5,147 | New |
| Wealthstream Advisors, Inc. | 5,154 | $1.24M | 0.81% | +290+6.0% | Added |
| Cravens & Co Advisors, LLC | 5,171 | $1.24M | 1.15% | +5,171 | New |
| Global Assets Advisory, LLC | 5,186 | $1.24M | 1.31% | −472−8.3% | Reduced |
| KRS Capital Management, LLC | 5,194 | $1.25M | 1.70% | +18+0.3% | Added |
| Financial Freedom, LLC | 5,207 | $1.25M | 0.84% | +5,207 | New |
| IFG Advisors, LLC | 5,221 | $1.25M | 0.55% | +4+0.1% | Added |
| Kapitalo Investimentos Ltda | 5,240 | $1.26M | 0.99% | −19,802−79.1% | Reduced |
| Dixon Fnancial Services, Inc. | 5,242 | $1.26M | 0.89% | −8−0.2% | Reduced |
| Altiora Financial Group, LLC | 5,244 | $1.26M | 0.63% | +5,244 | New |
| Delos Wealth Advisors, LLC | 5,255 | $1.26M | 1.94% | −1,353−20.5% | Reduced |
| TAP Consulting, LLC | 5,260 | $1.26M | 0.33% | −81−1.5% | Reduced |
| C M Bidwell & Associates Ltd | 5,263 | $1.26M | 1.00% | −419−7.4% | Reduced |