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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 96,731 | $23.2M | 3.62% | −2,342−2.4% | Reduced |
| Freemont Management S.A. | 96,600 | $23.2M | 3.69% | +6,139+6.8% | Added |
| Visionary Wealth Advisors | 96,456 | $23.1M | 2.14% | −76−0.1% | Reduced |
| Teamwork Financial Advisors, LLC | 96,323 | $23.1M | 4.67% | −18,342−16.0% | Reduced |
| Hunter Associates Investment Management LLC | 96,197 | $23.1M | 5.56% | −3,340−3.4% | Reduced |
| Merriman Wealth Management, LLC | 96,212 | $23.1M | 1.18% | −45,356−32.0% | Reduced |
| McIlrath & Eck, LLC | 96,162 | $23.1M | 5.94% | +14,436+17.7% | Added |
| Covington Investment Advisors Inc. | 96,025 | $23.0M | 5.51% | +3,164+3.4% | Added |
| Clare Market Investments LLC | 95,981 | $23.0M | 10.78% | −747−0.8% | Reduced |
| Jefferies Financial Group Inc. | 95,890 | $23.0M | 0.39% | +95,890 | New |
| Robertson Stephens Wealth Management, LLC | 95,732 | $23.0M | 2.24% | −2,907−2.9% | Reduced |
| Howe & Rusling Inc | 95,717 | $23.0M | 2.88% | −9,331−8.9% | Reduced |
| Schmidt P J Investment Management Inc | 95,298 | $22.9M | 5.18% | −906−0.9% | Reduced |
| Fagan Associates, Inc. | 95,287 | $22.9M | 6.09% | −14,954−13.6% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 95,246 | $22.8M | 3.68% | +2,224+2.4% | Added |
| Monetary Management Group Inc | 95,115 | $22.8M | 7.12% | −1,815−1.9% | Reduced |
| Sky Investment Group LLC | 95,033 | $22.8M | 5.38% | −113−0.1% | Reduced |
| NBT Bank N A | 94,945 | $22.8M | 3.32% | −1,772−1.8% | Reduced |
| TruWealth Advisors, LLC | 94,749 | $22.7M | 2.22% | +2,591+2.8% | Added |
| Smithfield Trust Co | 94,727 | $22.7M | 1.53% | −1,429−1.5% | Reduced |
| Fulcrum Capital LLC | 94,604 | $22.7M | 6.56% | +4,321+4.8% | Added |
| 1st Source Bank | 94,434 | $22.6M | 1.49% | −1,500−1.6% | Reduced |
| Pacific Global Investment Management CO | 94,172 | $22.6M | 4.99% | +864+0.9% | Added |
| Rollins Financial | 94,086 | $22.6M | 8.56% | −3,107−3.2% | Reduced |
| Sawtooth Solutions, LLC | 94,061 | $22.6M | 3.07% | +1,090+1.2% | Added |
| First Hawaiian Bank | 93,988 | $22.5M | 0.81% | −5,709−5.7% | Reduced |
| Madison Wealth Management | 93,633 | $22.5M | 5.14% | −3,213−3.3% | Reduced |
| Foster Dykema Cabot & Co Inc | 93,392 | $22.4M | 3.14% | +12,833+15.9% | Added |
| Strategic Advisors LLC | 93,384 | $22.4M | 4.99% | −297−0.3% | Reduced |
| Greenbrier Partners Capital Management, LLC | 93,355 | $22.4M | 3.23% | −6,645−6.6% | Reduced |
| Moran Wealth Management, LLC | 93,297 | $22.4M | 0.85% | +93,297 | New |
| Waldron Private Wealth LLC | 95,702 | $22.3M | 1.39% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 92,722 | $22.2M | 4.19% | −22,596−19.6% | Reduced |
| Progressive Investment Management Corp | 92,641 | $22.2M | 8.62% | +903+1.0% | Added |
| Thames Capital Management LLC | 92,570 | $22.2M | 10.54% | 00.0% | Unchanged |
| Vicus Capital | 92,460 | $22.2M | 2.52% | −3,349−3.5% | Reduced |
| Cadinha & Co LLC | 92,243 | $22.1M | 4.94% | −846−0.9% | Reduced |
| Unigestion Holding SA | 91,659 | $22.1M | 1.17% | +19,339+26.7% | Added |
| Essex Financial Services, Inc. | 92,034 | $22.1M | 2.39% | −4,871−5.0% | Reduced |
| Cigna Investments Inc | 91,944 | $22.1M | 4.62% | +352+0.4% | Added |
| International Assets Investment Management, LLC | 125,748 | $22.0M | 2.28% | +30,024+31.4% | Added |
| Ameritas Advisory Services, LLC | 91,773 | $22.0M | 1.02% | +18,292+24.9% | Added |
| Trexquant Investment LP | 91,576 | $22.0M | 0.62% | +28,177+44.4% | Added |
| Greatmark Investment Partners, Inc. | 91,443 | $21.9M | 4.01% | −880−1.0% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 92,670 | $21.8M | 4.53% | −19,928−17.7% | Reduced |
| BIT Capital GmbH | 91,003 | $21.8M | 4.54% | +33,226+57.5% | Added |
| Invictus Private Wealth, LLC | 90,967 | $21.8M | 2.81% | +90,967 | New |
| Hartline Investment Corp | 90,845 | $21.8M | 4.96% | +82,064+934.6% | Added |
| Covenant Asset Management, LLC | 90,796 | $21.8M | 7.80% | +7,234+8.7% | Added |
| Rempart Asset Management Inc. | 90,575 | $21.7M | 5.12% | +1,080+1.2% | Added |
| Edge Capital Group, LLC | 90,398 | $21.7M | 1.51% | +7,217+8.7% | Added |
| Griffin Asset Management, Inc. | 90,356 | $21.7M | 3.27% | +1,555+1.8% | Added |
| Godsey & Gibb Associates | 90,189 | $21.6M | 4.10% | +90,189 | New |
| Nicola Wealth Management Ltd. | 90,160 | $21.6M | 2.19% | −5,500−5.7% | Reduced |
| Wallington Asset Management, LLC | 90,126 | $21.6M | 4.68% | +126+0.1% | Added |
| Kemnay Advisory Services Inc. | 90,019 | $21.6M | 10.86% | +2,426+2.8% | Added |
| Central Securities Corp | 90,000 | $21.6M | 2.79% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 89,833 | $21.5M | 0.75% | +5,060+6.0% | Added |
| American Assets Investment Management, LLC | 89,650 | $21.5M | 2.49% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 89,637 | $21.5M | 2.14% | −1,562−1.7% | Reduced |
| J.W. Cole Advisors, Inc. | 89,621 | $21.5M | 1.65% | −3,058−3.3% | Reduced |
| Bath Savings Trust Co | 89,578 | $21.5M | 2.77% | +1,922+2.2% | Added |
| Noked Israel Ltd | 89,520 | $21.5M | 8.21% | −77,203−46.3% | Reduced |
| Americana Partners, LLC | 89,399 | $21.5M | 3.72% | −2,856−3.1% | Reduced |
| Global Retirement Partners, LLC | 89,382 | $21.4M | 1.47% | +4,535+5.3% | Added |
| LSV Asset Management | 89,345 | $21.4M | 0.05% | 00.0% | Unchanged |
| Private Advisory Group LLC | 89,249 | $21.4M | 4.68% | +8,122+10.0% | Added |
| IHT Wealth Management, LLC | 89,212 | $21.4M | 1.37% | −3,233−3.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 89,174 | $21.4M | 2.41% | −720−0.8% | Reduced |
| 11 Capital Partners LP | 89,146 | $21.4M | 13.47% | −14,290−13.8% | Reduced |
| We Are One Seven, LLC | 89,017 | $21.3M | 2.14% | −7,184−7.5% | Reduced |
| Avitas Wealth Management LLC | 88,840 | $21.3M | 4.50% | +53,293+149.9% | Added |
| Summit Global Investments | 88,706 | $21.3M | 1.80% | −3,659−4.0% | Reduced |
| SeaCrest Wealth Management, LLC | 88,679 | $21.3M | 3.05% | +217+0.2% | Added |
| American National Bank | 88,632 | $21.3M | 4.36% | +12,932+17.1% | Added |
| United Asset Strategies, Inc. | 88,388 | $21.2M | 2.95% | +881+1.0% | Added |
| Allen Operations LLC | 88,383 | $21.2M | 5.66% | 00.0% | Unchanged |
| Gifford Fong Associates | 88,168 | $21.1M | 4.85% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 87,985 | $21.1M | 4.48% | −763−0.9% | Reduced |
| Mechanics Bank Trust Department | 87,894 | $21.1M | 3.64% | +55+0.1% | Added |
| Edge Wealth Management LLC | 88,678 | $21.1M | 4.90% | −6,525−6.9% | Reduced |
| Alerus Financial NA | 87,581 | $21.0M | 1.92% | −653−0.7% | Reduced |
| Anchor Investment Management, LLC | 87,541 | $21.0M | 3.01% | +85+0.1% | Added |
| Nelson Capital Management, LLC | 87,510 | $21.0M | 6.16% | +11,888+15.7% | Added |
| Cypress Capital Group | 87,332 | $20.9M | 3.16% | +6,984+8.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 87,327 | $20.9M | 3.33% | +901+1.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 87,173 | $20.9M | 0.07% | +8,444+10.7% | Added |
| Power Corp of Canada | 87,045 | $20.9M | 3.75% | −500−0.6% | Reduced |
| Mitchell Capital Management Co | 86,780 | $20.8M | 5.76% | −9,484−9.9% | Reduced |
| Anabranch Capital Management, LP | 86,627 | $20.8M | 19.79% | +9,631+12.5% | Added |
| Sycomore Asset Management | 86,593 | $20.7M | 5.70% | −10,284−10.6% | Reduced |
| Claar Advisors LLC | 86,197 | $20.7M | 9.09% | −19,650−18.6% | Reduced |
| Ivy Lane Capital Management, LLC | 86,000 | $20.6M | 18.59% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 86,062 | $20.6M | 5.31% | +1,682+2.0% | Added |
| Randolph Co Inc | 85,641 | $20.5M | 3.15% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 85,593 | $20.5M | 3.09% | −919−1.1% | Reduced |
| LS Investment Advisors, LLC | 85,532 | $20.5M | 3.99% | −2,316−2.6% | Reduced |
| Hills Bank & Trust Co | 85,498 | $20.5M | 3.03% | +1,930+2.3% | Added |
| Tufton Capital Management | 85,354 | $20.5M | 4.50% | −1,443−1.7% | Reduced |
| SP Asset Management LLC | 85,325 | $20.5M | 2.74% | +85,325 | New |