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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 164,671 | $39.6M | 1.87% | −9,735−5.6% | Reduced |
| BLB&B Advisors, LLC | 164,919 | $39.6M | 3.06% | −3,592−2.1% | Reduced |
| Patten & Patten Inc | 164,790 | $39.5M | 3.59% | −10,069−5.8% | Reduced |
| Te Ahumairangi Investment Management Ltd | 164,506 | $39.5M | 6.17% | +5,675+3.6% | Added |
| Governors Lane LP | 164,400 | $39.4M | 4.32% | +85,795+109.1% | Added |
| Cornerstone Capital, Inc. | 164,232 | $39.4M | 5.05% | +1,441+0.9% | Added |
| Integrated Wealth Concepts LLC | 164,161 | $39.4M | 1.07% | +3,762+2.3% | Added |
| Abeille Asset Management SA | 747,555 | $39.3M | 2.02% | −3,402−0.5% | Reduced |
| Baxter Bros Inc | 163,782 | $39.3M | 6.46% | −2,525−1.5% | Reduced |
| Sawgrass Asset Management LLC | 163,739 | $39.3M | 5.38% | −6,329−3.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 162,950 | $39.1M | 1.41% | +3,507+2.2% | Added |
| Grassi Investment Management | 162,888 | $39.1M | 5.29% | +577+0.4% | Added |
| Fukoku Mutual Life Insurance Co | 162,754 | $39.0M | 3.29% | −630−0.4% | Reduced |
| Congress Wealth Management LLC | 162,511 | $39.0M | 1.00% | +2,323+1.5% | Added |
| Bank of the West | 162,455 | $39.0M | 4.58% | −7,575−4.5% | Reduced |
| Bragg Financial Advisors, Inc | 162,202 | $38.9M | 2.37% | +658+0.4% | Added |
| Buckingham Strategic Wealth, LLC | 161,596 | $38.8M | 0.70% | +3,075+1.9% | Added |
| united american securities inc. (d/b/a uas asset management) | 160,931 | $38.6M | 13.68% | −74,551−31.7% | Reduced |
| Fairview Capital Investment Management, LLC | 160,911 | $38.6M | 2.64% | +28,020+21.1% | Added |
| McKinley Capital Management LLC /Delaware | 160,678 | $38.5M | 5.16% | −5,711−3.4% | Reduced |
| Allworth Financial LP | 160,511 | $38.5M | 0.43% | +6,172+4.0% | Added |
| Colonial Trust Advisors | 160,353 | $38.5M | 4.72% | −696−0.4% | Reduced |
| Matrix Asset Advisors Inc | 160,226 | $38.4M | 5.78% | −414−0.3% | Reduced |
| Azimuth Capital Investment Management LLC | 159,812 | $38.3M | 1.94% | −48,278−23.2% | Reduced |
| Money Concepts Capital Corp | 159,481 | $38.2M | 1.71% | +57,389+56.2% | Added |
| Lowe Brockenbrough & Co Inc | 159,445 | $38.2M | 3.33% | +2,371+1.5% | Added |
| Nicholas Hoffman & Company, LLC. | 159,193 | $38.2M | 4.11% | −177−0.1% | Reduced |
| Matthew Goff Investment Advisor, LLC | 158,597 | $38.0M | 9.91% | −438−0.3% | Reduced |
| Cidel Asset Management Inc | 158,292 | $38.0M | 1.78% | −23,693−13.0% | Reduced |
| Narwhal Capital Management | 158,157 | $37.9M | 5.05% | −1,105−0.7% | Reduced |
| Palisade Asset Management, LLC | 157,666 | $37.8M | 4.33% | −770.0% | Reduced |
| Gradient Investments LLC | 157,608 | $37.8M | 1.19% | +7,469+5.0% | Added |
| Parallel Advisors, LLC | 156,651 | $37.6M | 1.63% | +3,647+2.4% | Added |
| Apollon Wealth Management, LLC | 156,308 | $37.5M | 2.66% | +2,688+1.7% | Added |
| Boston Family Office LLC | 155,740 | $37.4M | 3.10% | +92+0.1% | Added |
| Bain Capital Public Equity Management II, LLC | 155,001 | $37.2M | 2.21% | −300,740−66.0% | Reduced |
| Academy Capital Management Inc | 154,703 | $37.1M | 7.92% | +28,781+22.9% | Added |
| Forbes J M & Co LLP | 154,349 | $37.0M | 5.34% | −620.0% | Reduced |
| Manitou Investment Management Ltd. | 154,294 | $37.0M | 6.56% | −2,688−1.7% | Reduced |
| Boston Common Asset Management, LLC | 154,107 | $37.0M | 1.77% | −1,542−1.0% | Reduced |
| Resources Investment Advisors, LLC. | 153,953 | $36.9M | 1.07% | +38,141+32.9% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 163,700 | $36.8M | 7.21% | −17,000−9.4% | Reduced |
| Eagle Ridge Investment Management | 151,623 | $36.4M | 4.24% | −1,158−0.8% | Reduced |
| Adell Harriman & Carpenter Inc | 150,901 | $36.2M | 4.16% | −324−0.2% | Reduced |
| Bellevue Asset Management, LLC | 152,151 | $36.1M | 27.96% | +14,683+10.7% | Added |
| Fishman Jay A Ltd | 150,651 | $36.1M | 5.08% | +9,104+6.4% | Added |
| Capco Asset Management, LLC | 150,068 | $36.0M | 10.17% | +14,841+11.0% | Added |
| Choate Investment Advisors | 150,019 | $36.0M | 2.17% | +153+0.1% | Added |
| Montag A & Associates Inc | 149,294 | $35.8M | 2.40% | −9,974−6.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 148,375 | $35.6M | 1.35% | +7,586+5.4% | Added |
| FRG Family Wealth Advisors LLC | 148,177 | $35.5M | 8.47% | −2,257−1.5% | Reduced |
| Coerente Capital Management | 147,608 | $35.4M | 7.80% | +527+0.4% | Added |
| Burns J W & Co Inc | 147,328 | $35.3M | 6.45% | −1,963−1.3% | Reduced |
| Clearstead Advisors, LLC | 146,913 | $35.2M | 2.76% | +5,161+3.6% | Added |
| Verus Capital Partners, LLC | 146,785 | $35.2M | 6.60% | −5,088−3.4% | Reduced |
| Waratah Capital Advisors Ltd. | 146,480 | $35.1M | 2.21% | −955−0.6% | Reduced |
| Desjardins Global Asset Management Inc. | 146,340 | $35.1M | 5.53% | −67,224−31.5% | Reduced |
| Ledyard National Bank | 145,919 | $35.0M | 4.11% | −3,935−2.6% | Reduced |
| Moody National Bank Trust Division | 145,802 | $35.0M | 3.05% | −1,536−1.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 145,598 | $34.9M | 2.57% | −4,974−3.3% | Reduced |
| Tikehau Investment Management | 149,474 | $34.8M | 10.55% | 00.0% | Unchanged |
| Hitchwood Capital Management LP | 145,000 | $34.8M | 10.20% | −50,000−25.6% | Reduced |
| Capula Management Ltd | 144,638 | $34.7M | 3.59% | +32,365+28.8% | Added |
| SCS Capital Management LLC | 143,903 | $34.5M | 1.02% | −8,032−5.3% | Reduced |
| Levin Capital Strategies, L.P. | 143,005 | $34.3M | 4.64% | −5,999−4.0% | Reduced |
| Sonora Investment Management Group, LLC | 142,965 | $34.3M | 3.12% | +9,048+6.8% | Added |
| GW Henssler & Associates Ltd | 142,934 | $34.3M | 2.41% | +2,686+1.9% | Added |
| Milestones Administradora de Recursos Ltda. | 142,543 | $34.2M | 25.17% | +71,523+100.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 142,400 | $34.2M | 1.61% | −1,468−1.0% | Reduced |
| Merit Financial Group, LLC | 141,913 | $34.0M | 1.23% | +47,864+50.9% | Added |
| Van Cleef Asset Management,Inc | 141,867 | $34.0M | 5.61% | +277+0.2% | Added |
| Capital Investment Services of America, Inc. | 141,832 | $34.0M | 4.51% | −126−0.1% | Reduced |
| Burney Co | 141,469 | $33.9M | 1.72% | −11,779−7.7% | Reduced |
| Parsons Capital Management Inc | 141,086 | $33.8M | 2.83% | +2,801+2.0% | Added |
| Beaumont Financial Advisors, LLC | 140,364 | $33.7M | 3.38% | +140,364 | New |
| Northeast Financial Consultants Inc | 140,002 | $33.6M | 2.27% | −3,802−2.6% | Reduced |
| S&CO Inc | 139,927 | $33.6M | 2.94% | −2,256−1.6% | Reduced |
| Papp L Roy & Associates | 139,790 | $33.5M | 4.70% | −2,487−1.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 139,550 | $33.5M | 0.72% | +423+0.3% | Added |
| Level Four Advisory Services, LLC | 139,309 | $33.4M | 2.48% | +41,142+41.9% | Added |
| Bank of Hawaii | 139,178 | $33.4M | 2.04% | +1,381+1.0% | Added |
| Orbis Allan Gray Ltd | 139,132 | $33.4M | 0.26% | +5,985+4.5% | Added |
| WSFS Capital Management, LLC | 138,674 | $33.3M | 3.60% | +120,262+653.2% | Added |
| MainStreet Investment Advisors LLC | 138,618 | $33.2M | 3.71% | −7,557−5.2% | Reduced |
| Novare Capital Management LLC | 138,605 | $33.2M | 3.92% | +1,175+0.9% | Added |
| Pictet North America Advisors SA | 138,223 | $33.1M | 5.70% | −5,323−3.7% | Reduced |
| Gamco Investors, Inc. Et Al | 137,903 | $33.1M | 0.36% | −6,590−4.6% | Reduced |
| Signaturefd, LLC | 137,604 | $33.0M | 0.96% | +6,840+5.2% | Added |
| Spire Wealth Management | 137,601 | $33.0M | 1.86% | +4,063+3.0% | Added |
| Beese Fulmer Investment Management, Inc. | 137,381 | $32.9M | 3.97% | +1,128+0.8% | Added |
| Wendell David Associates Inc | 136,982 | $32.9M | 4.04% | +138+0.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 136,688 | $32.8M | 1.52% | +12,079+9.7% | Added |
| Trust Co of Virginia | 136,372 | $32.7M | 3.72% | −873−0.6% | Reduced |
| Hemenway Trust Co LLC | 135,932 | $32.6M | 3.62% | +1,352+1.0% | Added |
| PFG Advisors | 135,821 | $32.6M | 3.19% | +5,684+4.4% | Added |
| First Citizens Bank & Trust Co | 135,695 | $32.5M | 0.99% | +34,026+33.5% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 134,951 | $32.4M | 3.17% | −1,251−0.9% | Reduced |
| Great Valley Advisor Group, Inc. | 134,775 | $32.3M | 1.65% | −9,236−6.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 134,300 | $32.2M | 5.21% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 134,043 | $32.1M | 1.05% | −8,362−5.9% | Reduced |