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
- 4,680
- +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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Pennant Investors, LP | 134,000 | $32.1M | 16.09% | +62,000+86.1% | Added |
| BancorpSouth Bank | 133,938 | $32.1M | 2.97% | +1,455+1.1% | Added |
| Schonfeld Strategic Advisors LLC | 133,757 | $32.1M | 0.27% | −56,851−29.8% | Reduced |
| Wedgewood Partners Inc | 133,584 | $32.0M | 5.89% | −4,402−3.2% | Reduced |
| Meridian Wealth Management, LLC | 133,526 | $32.0M | 3.14% | +7,790+6.2% | Added |
| Vestmark Advisory Solutions, Inc. | 133,417 | $32.0M | 1.56% | +3,309+2.5% | Added |
| Moneta Group Investment Advisors LLC | 129,040 | $32.0M | 0.88% | −4,747−3.5% | Reduced |
| Picton Mahoney Asset Management | 133,246 | $32.0M | 1.65% | −12,644−8.7% | Reduced |
| Carret Asset Management, LLC | 132,708 | $31.8M | 4.40% | −2,979−2.2% | Reduced |
| Financial Advocates Investment Management | 132,524 | $31.8M | 2.40% | +19,236+17.0% | Added |
| Sound View Wealth Advisors Group, LLC | 84,510 | $31.8M | 3.51% | +23,022+37.4% | Added |
| Sowell Financial Services LLC | 132,307 | $31.7M | 2.05% | +17,943+15.7% | Added |
| Managed Asset Portfolios, LLC | 132,244 | $31.7M | 4.96% | −1,179−0.9% | Reduced |
| PFS Investments Inc. | 132,241 | $31.7M | 0.59% | +5,628+4.4% | Added |
| Pittenger & Anderson Inc | 132,094 | $31.7M | 1.74% | +1,249+1.0% | Added |
| Transform Wealth, LLC | 130,780 | $31.4M | 3.52% | +13,335+11.4% | Added |
| Adviser Investments LLC | 132,809 | $31.3M | 0.78% | +536+0.4% | Added |
| Roundview Capital LLC | 130,453 | $31.3M | 3.57% | −133−0.1% | Reduced |
| JS Capital Management LLC | 130,000 | $31.2M | 8.22% | −20,000−13.3% | Reduced |
| Horizon Investments, LLC | 129,917 | $31.2M | 0.89% | +16,299+14.3% | Added |
| Payden & Rygel | 129,830 | $31.1M | 1.66% | +600+0.5% | Added |
| Hoey Investments, Inc | 129,653 | $31.1M | 13.55% | −5,126−3.8% | Reduced |
| Equitable Trust Co | 129,651 | $31.1M | 2.45% | −27,200−17.3% | Reduced |
| Cornerstone Investment Partners, LLC | 129,389 | $31.0M | 1.99% | +18,980+17.2% | Added |
| Addenda Capital Inc. | 129,110 | $31.0M | 1.34% | −2,265−1.7% | Reduced |
| Appleton Partners Inc | 129,074 | $31.0M | 2.93% | +2,102+1.7% | Added |
| E Fund Management Co., Ltd. | 128,951 | $30.9M | 2.57% | +8,060+6.7% | Added |
| MIG Capital, LLC | 128,672 | $30.9M | 6.06% | −138−0.1% | Reduced |
| CAPROCK Group, Inc. | 128,411 | $30.8M | 2.87% | −4,571−3.4% | Reduced |
| Linscomb & Williams, Inc. | 128,332 | $30.8M | 1.56% | +1,912+1.5% | Added |
| Wilsey Asset Management Inc | 128,048 | $30.7M | 7.31% | +150.0% | Added |
| Veriti Management LLC | 128,038 | $30.7M | 4.07% | +1,490+1.2% | Added |
| DDD Partners, LLC | 127,899 | $30.7M | 4.91% | +11,093+9.5% | Added |
| Shufro Rose & Co LLC | 127,765 | $30.6M | 2.59% | −2,852−2.2% | Reduced |
| Osborne Partners Capital Management, LLC | 127,749 | $30.6M | 2.41% | −18,346−12.6% | Reduced |
| Petredis Investment Advisors LLC | 127,489 | $30.6M | 5.55% | +127,489 | New |
| Exchange Traded Concepts, LLC | 127,024 | $30.5M | 0.87% | +7,918+6.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 126,627 | $30.4M | 2.69% | −830−0.7% | Reduced |
| Equitable Holdings, Inc. | 126,375 | $30.3M | 0.53% | +999+0.8% | Added |
| Founders Capital Management, LLC | 125,878 | $30.2M | 8.11% | −2,253−1.8% | Reduced |
| Stillwater Capital Advisors, LLC | 125,849 | $30.2M | 6.37% | −2,039−1.6% | Reduced |
| Private Advisor Group, LLC | 552,309 | $30.1M | 1.52% | −8,117−1.4% | Reduced |
| CSM Advisors, LLC | 125,512 | $30.1M | 2.88% | −21,760−14.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 125,275 | $30.0M | 2.93% | +1,561+1.3% | Added |
| Avala Global LP | 125,168 | $30.0M | 10.87% | +125,168 | New |
| Bornite Capital Management LP | 125,000 | $30.0M | 7.81% | +25,000+25.0% | Added |
| Overbrook Management Corp | 124,170 | $29.8M | 8.66% | −1,436−1.1% | Reduced |
| Greenwood Gearhart Inc | 123,961 | $29.7M | 4.21% | +3,883+3.2% | Added |
| Yarbrough Capital, LLC | 123,765 | $29.7M | 2.36% | +8,364+7.2% | Added |
| Van Hulzen Asset Management, LLC | 123,729 | $29.6M | 3.41% | +5,798+4.9% | Added |
| Stewart & Patten Co LLC | 123,292 | $29.6M | 5.14% | +260.0% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 122,986 | $29.5M | 6.64% | +1,196+1.0% | Added |
| Renaissance Group LLC | 122,978 | $29.5M | 1.45% | +414+0.3% | Added |
| Jackson Wealth Management, LLC | 122,779 | $29.4M | 10.82% | −16,791−12.0% | Reduced |
| Diversified Trust Co | 122,605 | $29.4M | 1.22% | +15,768+14.8% | Added |
| Spinnaker Trust | 122,475 | $29.4M | 2.29% | −1,572−1.3% | Reduced |
| CWA Asset Management Group, LLC | 121,818 | $29.2M | 2.37% | +3,298+2.8% | Added |
| CapWealth Advisors, LLC | 121,764 | $29.2M | 3.43% | +116+0.1% | Added |
| Palisade Capital Management LLC | 121,539 | $29.1M | 0.78% | −734−0.6% | Reduced |
| Steel Peak Wealth Management LLC | 121,372 | $29.1M | 2.14% | −34,575−22.2% | Reduced |
| Atlantic Union Bankshares Corp | 120,743 | $29.0M | 3.10% | −4,680−3.7% | Reduced |
| Janney Capital Management LLC | 120,696 | $28.9M | 2.07% | +4,641+4.0% | Added |
| Night Owl Capital Management, LLC | 120,630 | $28.9M | 13.46% | +1,767+1.5% | Added |
| Wealthspire Advisors, LLC | 119,846 | $28.7M | 0.52% | +29,551+32.7% | Added |
| Telemus Capital, LLC | 127,729 | $28.7M | 2.62% | −1,817−1.4% | Reduced |
| Oak Associates, Ltd | 119,783 | $28.7M | 2.41% | −500−0.4% | Reduced |
| Trust Co of Toledo NA | 119,690 | $28.7M | 5.42% | −953−0.8% | Reduced |
| Resources Management Corp | 119,623 | $28.7M | 4.53% | −401−0.3% | Reduced |
| Heritage Trust Co | 119,556 | $28.7M | 4.67% | +591+0.5% | Added |
| Callahan Advisors, LLC | 119,051 | $28.6M | 3.91% | +1,900+1.6% | Added |
| Tompkins Financial Corp | 118,824 | $28.5M | 4.50% | −2,299−1.9% | Reduced |
| Sumitomo Life Insurance Co | 118,810 | $28.5M | 2.10% | −2,183−1.8% | Reduced |
| Harvest Portfolios Group Inc. | 118,804 | $28.5M | 1.64% | +118,804 | New |
| Chicago Capital, LLC | 118,729 | $28.5M | 1.58% | −3,395−2.8% | Reduced |
| 180 Wealth Advisors, LLC | 114,643 | $28.4M | 6.69% | +180.0% | Added |
| Auxier Asset Management | 118,343 | $28.4M | 4.90% | −81−0.1% | Reduced |
| Washington Trust Bank | 118,200 | $28.3M | 3.21% | −1,187−1.0% | Reduced |
| Schnieders Capital Management LLC | 118,182 | $28.3M | 6.50% | +6,221+5.6% | Added |
| Deltec Asset Management LLC | 118,115 | $28.3M | 8.11% | −12,380−9.5% | Reduced |
| Pallas Capital Advisors LLC | 117,753 | $28.3M | 2.86% | +3,263+2.9% | Added |
| Polaris Wealth Advisory Group, LLC | 119,805 | $28.2M | 2.10% | −12,279−9.3% | Reduced |
| Nexus Investment Management ULC | 117,725 | $28.2M | 3.19% | +8,390+7.7% | Added |
| Anderson Hoagland & Co | 121,516 | $28.2M | 4.10% | −2,036−1.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 116,076 | $28.2M | 0.36% | −13,806−10.6% | Reduced |
| Fulton Bank, N.A. | 117,308 | $28.1M | 1.58% | −199−0.2% | Reduced |
| Boenning & Scattergood, Inc. | 91,095 | $28.1M | 4.52% | +8,988+10.9% | Added |
| Ballentine Partners, LLC | 116,956 | $28.0M | 0.83% | +5,567+5.0% | Added |
| Dynamic Advisor Solutions LLC | 116,918 | $28.0M | 1.91% | −2,194−1.8% | Reduced |
| Stonebridge Capital Advisors LLC | 116,855 | $28.0M | 3.32% | +8,541+7.9% | Added |
| Lynch & Associates | 116,147 | $27.9M | 7.28% | −1,108−0.9% | Reduced |
| Lakeside Advisors, INC. | 116,136 | $27.9M | 22.83% | −735−0.6% | Reduced |
| Clarkston Capital Partners, LLC | 116,081 | $27.8M | 0.53% | +1,546+1.3% | Added |
| BTC Capital Management, Inc. | 115,765 | $27.8M | 3.35% | −1,678−1.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 115,188 | $27.8M | 3.33% | −390.0% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 114,466 | $27.7M | 2.27% | −33,800−22.8% | Reduced |
| Girard Partners Ltd. | 115,197 | $27.6M | 3.13% | +5,777+5.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 114,752 | $27.5M | 1.17% | −10,389−8.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 114,744 | $27.5M | 2.81% | −245−0.2% | Reduced |
| Grace & Mercy Foundation, Inc. | 114,630 | $27.5M | 14.54% | +114,630 | New |
| Kiley Juergens Wealth Management, LLC | 114,367 | $27.4M | 11.49% | +2,295+2.0% | Added |