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 |
|---|---|---|---|---|---|
| Cobblestone Capital Advisors LLC | 113,901 | $27.3M | 2.09% | +10,623+10.3% | Added |
| United Bank | 113,768 | $27.3M | 3.82% | +1,245+1.1% | Added |
| Weatherly Asset Management L. P. | 113,674 | $27.3M | 3.72% | −1,958−1.7% | Reduced |
| Ropes Wealth Advisors LLC | 113,299 | $27.2M | 4.88% | −1,252−1.1% | Reduced |
| Wellington Shields Capital Management, LLC | 112,289 | $26.9M | 3.27% | −1,388−1.2% | Reduced |
| Galvin, Gaustad & Stein, LLC | 111,976 | $26.9M | 2.70% | −118−0.1% | Reduced |
| Garde Capital, Inc. | 111,732 | $26.8M | 3.22% | −2,045−1.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 111,628 | $26.8M | 4.05% | +480.0% | Added |
| Zimmer Partners, LP | 111,400 | $26.7M | 0.54% | −68,600−38.1% | Reduced |
| Vestor Capital, LLC | 111,396 | $26.7M | 3.22% | −30,601−21.6% | Reduced |
| C Partners Holding GmbH | 110,984 | $26.6M | 5.22% | +15,000+15.6% | Added |
| Fort Sheridan Advisors LLC | 110,873 | $26.6M | 8.65% | −474−0.4% | Reduced |
| Prospera Financial Services Inc | 110,504 | $26.5M | 1.33% | −57,687−34.3% | Reduced |
| Ritholtz Wealth Management | 110,308 | $26.5M | 1.48% | −9,546−8.0% | Reduced |
| Auxano Advisors, LLC | 110,257 | $26.4M | 11.96% | +11,647+11.8% | Added |
| Constitution Capital LLC | 110,229 | $26.4M | 16.32% | −4,635−4.0% | Reduced |
| Daymark Wealth Partners, LLC | 109,946 | $26.4M | 4.66% | +109,946 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 109,729 | $26.3M | 4.83% | +757+0.7% | Added |
| Hosking Partners LLP | 109,228 | $26.2M | 1.06% | −27,378−20.0% | Reduced |
| Insight Holdings Group, LLC | 109,100 | $26.2M | 0.55% | +3,700+3.5% | Added |
| Private Asset Management Inc | 108,934 | $26.1M | 4.43% | −1,256−1.1% | Reduced |
| Bell Asset Management Ltd | 108,911 | $26.1M | 4.89% | +6,376+6.2% | Added |
| Wolverine Asset Management LLC | 108,756 | $26.1M | 0.40% | −83,912−43.6% | Reduced |
| Anchor Capital Advisors LLC | 108,205 | $25.9M | 0.67% | −6,355−5.5% | Reduced |
| Savant Capital, LLC | 148,554 | $25.9M | 0.63% | +46,806+46.0% | Added |
| Means Investment Co., Inc. | 107,778 | $25.8M | 5.18% | −1,664−1.5% | Reduced |
| Absher Wealth Management, LLC | 107,692 | $25.8M | 4.73% | +11,497+12.0% | Added |
| Auto-Owners Insurance Co | 107,545 | $25.8M | 0.94% | +107,545 | New |
| KMG Fiduciary Partners, LLC | 107,460 | $25.8M | 4.23% | +2,318+2.2% | Added |
| Meeder Advisory Services, Inc. | 107,091 | $25.7M | 3.24% | +107,091 | New |
| Lee Danner & Bass Inc | 107,088 | $25.7M | 2.42% | +5,428+5.3% | Added |
| Archon Partners LLC | 107,000 | $25.7M | 4.63% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 106,719 | $25.6M | 2.78% | −2,419−2.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 106,231 | $25.5M | 3.94% | −1,474−1.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 105,955 | $25.4M | 1.14% | −11,669−9.9% | Reduced |
| Terry L. Blaker | 105,874 | $25.4M | 2.33% | +4,234+4.2% | Added |
| Dock Street Asset Management Inc | 105,803 | $25.4M | 5.85% | +10,108+10.6% | Added |
| First American Trust, FSB | 105,725 | $25.4M | 3.93% | +2,265+2.2% | Added |
| Goelzer Investment Management, Inc. | 105,691 | $25.3M | 2.17% | +2,830+2.8% | Added |
| WMS Partners, LLC | 105,532 | $25.3M | 2.51% | −3,520−3.2% | Reduced |
| Fiduciary Group LLC | 105,415 | $25.3M | 3.37% | −2,764−2.6% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 105,406 | $25.3M | 5.53% | +146+0.1% | Added |
| FourThought Financial Partners, LLC | 105,399 | $25.3M | 3.66% | +105,399 | New |
| Principle Wealth Partners LLC | 105,001 | $25.2M | 2.85% | +669+0.6% | Added |
| LaFleur & Godfrey LLC | 104,953 | $25.2M | 4.20% | +1,086+1.0% | Added |
| Amussen Hunsaker Associates LLC | 104,877 | $25.2M | 6.96% | +1,865+1.8% | Added |
| Simmons Bank | 104,827 | $25.1M | 2.16% | +2,954+2.9% | Added |
| Professional Advisory Services Inc | 104,431 | $25.0M | 4.08% | +2,025+2.0% | Added |
| Churchill Management Corp | 104,356 | $25.0M | 0.61% | −6,303−5.7% | Reduced |
| Hillman Co | 104,345 | $25.0M | 13.03% | 00.0% | Unchanged |
| Jacobs & Co | 104,347 | $25.0M | 3.26% | +2,641+2.6% | Added |
| Core Alternative Capital | 104,196 | $25.0M | 3.18% | +12,159+13.2% | Added |
| Conning Inc. | 103,489 | $24.8M | 0.81% | +22,772+28.2% | Added |
| Perigon Wealth Management, LLC | 103,457 | $24.8M | 1.54% | +11,412+12.4% | Added |
| Chescapmanager LLC | 103,392 | $24.8M | 7.55% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 103,165 | $24.7M | 2.91% | +103,165 | New |
| Capital Analysts, LLC | 103,110 | $24.7M | 1.51% | +921+0.9% | Added |
| Canandaigua National Corp | 103,057 | $24.7M | 4.20% | +811+0.8% | Added |
| Belpointe Asset Management LLC | 102,876 | $24.7M | 1.49% | −6,702−6.1% | Reduced |
| Bank of Nova Scotia Trust Co | 102,689 | $24.6M | 2.67% | −1,213−1.2% | Reduced |
| Vident Investment Advisory, LLC | 102,670 | $24.6M | 0.93% | +25,134+32.4% | Added |
| Brookstone Capital Management | 109,393 | $24.6M | 0.50% | −4,097−3.6% | Reduced |
| Abbrea Capital, LLC | 102,401 | $24.6M | 4.43% | −185−0.2% | Reduced |
| Pennsylvania Capital Management Inc | 104,077 | $24.5M | 12.95% | −4,005−3.7% | Reduced |
| Evoke Wealth, LLC | 102,174 | $24.5M | 0.89% | −1,584−1.5% | Reduced |
| First Financial Bank - Trust Division | 102,141 | $24.5M | 2.65% | −1,328−1.3% | Reduced |
| Hilton Capital Management, LLC | 105,171 | $24.5M | 3.22% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 102,120 | $24.5M | 10.50% | −370.0% | Reduced |
| Harbor Spring Capital, LLC | 102,000 | $24.5M | 9.19% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 101,373 | $24.3M | 3.97% | +6,284+6.6% | Added |
| Blue Chip Partners, Inc. | 101,173 | $24.3M | 3.02% | +426+0.4% | Added |
| RWWM, Inc. | 101,092 | $24.2M | 3.18% | −185−0.2% | Reduced |
| Independent Financial Group, LLC | 100,937 | $24.2M | 2.08% | +1,024+1.0% | Added |
| Baker Tilly Wealth Management, LLC | 100,591 | $24.1M | 2.97% | +8,333+9.0% | Added |
| James Investment Research Inc | 100,339 | $24.1M | 3.37% | −1,209−1.2% | Reduced |
| Morningstar Investment Management LLC | 100,314 | $24.1M | 4.06% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 99,761 | $23.9M | 5.22% | −452−0.5% | Reduced |
| Charter Trust Co | 99,571 | $23.9M | 1.91% | −4,484−4.3% | Reduced |
| Columbia Asset Management | 99,134 | $23.8M | 5.84% | +222+0.2% | Added |
| German American Bancorp, Inc. | 99,027 | $23.7M | 3.76% | −5,712−5.5% | Reduced |
| Lowell Blake & Associates Inc. | 98,989 | $23.7M | 7.93% | +4,902+5.2% | Added |
| Hallmark Capital Management Inc | 98,972 | $23.7M | 2.20% | −408−0.4% | Reduced |
| WS Portfolio Advisory, LLC | 98,959 | $23.7M | 6.76% | +98,959 | New |
| Penobscot Investment Management Company, Inc. | 98,723 | $23.7M | 4.16% | −4,880−4.7% | Reduced |
| Clough Capital Partners L P | 98,647 | $23.7M | 2.40% | −100,740−50.5% | Reduced |
| Seeyond | 98,515 | $23.6M | 2.29% | +42,897+77.1% | Added |
| Y.D. More Investments Ltd | 97,852 | $23.6M | 6.38% | +97,852 | New |
| Criteria Caixa, S.A.U. | 98,345 | $23.6M | 3.02% | 00.0% | Unchanged |
| Country Club Bank | 98,176 | $23.5M | 2.05% | −1,309−1.3% | Reduced |
| Rossmore Private Capital | 98,146 | $23.5M | 3.77% | +599+0.6% | Added |
| Axxcess Wealth Management, LLC | 98,088 | $23.5M | 1.94% | +10,293+11.7% | Added |
| Crescent Park Management, L.P. | 97,911 | $23.5M | 7.45% | −26,217−21.1% | Reduced |
| Vantage Investment Partners, LLC | 97,906 | $23.5M | 3.64% | −342−0.3% | Reduced |
| North Star Investment Management Corp. | 97,706 | $23.4M | 2.08% | −5,785−5.6% | Reduced |
| Moreno Evelyn V | 97,684 | $23.4M | 5.42% | +41,505+73.9% | Added |
| Ironwood Investment Counsel, LLC | 97,635 | $23.4M | 5.68% | +1,076+1.1% | Added |
| Marco Investment Management LLC | 97,144 | $23.3M | 2.72% | +9,638+11.0% | Added |
| Culbertson A N & Co Inc | 97,124 | $23.3M | 4.91% | −151−0.2% | Reduced |
| Wahed Invest LLC | 96,958 | $23.3M | 12.06% | +11,309+13.2% | Added |
| Connors Investor Services Inc | 96,902 | $23.2M | 2.90% | −4,138−4.1% | Reduced |