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 |
|---|---|---|---|---|---|
| Integrated Advisors Network LLC | 85,298 | $20.5M | 1.32% | +4,119+5.1% | Added |
| Bensler, LLC | 85,037 | $20.4M | 4.53% | +3,494+4.3% | Added |
| PKO Investment Management Joint-Stock Co | 85,000 | $20.4M | 2.97% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 84,927 | $20.4M | 2.06% | +1,681+2.0% | Added |
| Trust Asset Management LLC | 84,553 | $20.3M | 2.52% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 84,482 | $20.3M | 1.45% | −1,873−2.2% | Reduced |
| Guardian Capital Advisors LP | 84,866 | $20.2M | 2.30% | +630+0.7% | Added |
| Northern Oak Wealth Management Inc | 84,350 | $20.2M | 2.89% | −1,634−1.9% | Reduced |
| Westchester Capital Management, Inc. | 84,259 | $20.2M | 5.95% | −277−0.3% | Reduced |
| Caldwell Trust Co | 84,180 | $20.2M | 2.86% | +1,402+1.7% | Added |
| Leavell Investment Management, Inc. | 84,113 | $20.2M | 1.51% | −6,664−7.3% | Reduced |
| Cyrus J. Lawrence, LLC | 83,640 | $20.1M | 5.99% | −1,012−1.2% | Reduced |
| Pitcairn Co | 83,327 | $20.0M | 1.99% | −1,543−1.8% | Reduced |
| Rings Capital Management LLC | 83,000 | $19.9M | 13.52% | 00.0% | Unchanged |
| Change Path, LLC | 82,932 | $19.9M | 1.10% | −487−0.6% | Reduced |
| Icon Wealth Advisors, LLC | 82,856 | $19.9M | 2.28% | +149+0.2% | Added |
| Geneos Wealth Management Inc. | 82,744 | $19.8M | 1.20% | +203+0.2% | Added |
| Chicago Partners Investment Group LLC | 74,132 | $19.8M | 1.21% | +2,568+3.6% | Added |
| Blue Fin Capital, Inc. | 82,700 | $19.8M | 7.26% | −1,602−1.9% | Reduced |
| D L Carlson Investment Group Inc | 82,622 | $19.8M | 4.25% | −4,414−5.1% | Reduced |
| Northwest Investment Counselors, LLC | 82,607 | $19.8M | 5.72% | +1,112+1.4% | Added |
| Nations Financial Group Inc, | 82,491 | $19.8M | 2.22% | +31,900+63.1% | Added |
| Lyell Wealth Management, LP | 82,478 | $19.8M | 3.12% | −660−0.8% | Reduced |
| First Nebraska Trust Co | 82,351 | $19.7M | 2.57% | −185−0.2% | Reduced |
| Gladstone Institutional Advisory LLC | 82,311 | $19.7M | 1.39% | −3,985−4.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 82,126 | $19.7M | 1.94% | −3,269−3.8% | Reduced |
| Fund Management at Engine No. 1 LLC | 82,061 | $19.7M | 4.82% | +10,350+14.4% | Added |
| Teewinot Capital Advisers, L.L.C. | 82,031 | $19.7M | 4.43% | +18,448+29.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 81,848 | $19.6M | 1.68% | +200+0.2% | Added |
| Titan Global Capital Management USA LLC | 81,673 | $19.6M | 5.57% | −39,909−32.8% | Reduced |
| Western Wealth Management, LLC | 81,610 | $19.6M | 2.00% | −65,687−44.6% | Reduced |
| Burleson & Company, LLC | 81,579 | $19.6M | 4.89% | −4,516−5.2% | Reduced |
| King Wealth | 81,553 | $19.6M | 4.68% | −2,149−2.6% | Reduced |
| Pioneer Trust Bank N A | 81,462 | $19.5M | 5.92% | +987+1.2% | Added |
| CMH Wealth Management LLC | 81,341 | $19.5M | 6.26% | +1,080+1.3% | Added |
| Lake Street Advisors Group, LLC | 80,613 | $19.3M | 1.27% | −2,430−2.9% | Reduced |
| Balentine LLC | 80,464 | $19.3M | 0.67% | +1,311+1.7% | Added |
| Parus Finance (UK) Ltd | 80,447 | $19.3M | 13.11% | −3,260−3.9% | Reduced |
| Somerville Kurt F | 80,410 | $19.3M | 3.75% | −699−0.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 80,028 | $19.2M | 0.31% | −509−0.6% | Reduced |
| Silicon Valley Capital Partners | 80,023 | $19.2M | 4.39% | −33,383−29.4% | Reduced |
| Cincinnati Casualty Co | 80,000 | $19.2M | 11.82% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 79,950 | $19.2M | 1.99% | +840+1.1% | Added |
| Thompson Investment Management, Inc. | 79,609 | $19.1M | 3.50% | +652+0.8% | Added |
| Spence Asset Management | 79,297 | $19.0M | 6.47% | +1,184+1.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 79,034 | $19.0M | 6.27% | −10,957−12.2% | Reduced |
| M. Kraus & Co | 79,029 | $19.0M | 6.99% | +758+1.0% | Added |
| Foyston, Gordon, & Payne Inc | 78,994 | $18.9M | 5.23% | −12,716−13.9% | Reduced |
| Zeke Capital Advisors, LLC | 78,922 | $18.9M | 1.24% | +9,486+13.7% | Added |
| Modera Wealth Management, LLC | 78,897 | $18.9M | 0.77% | −4,201−5.1% | Reduced |
| Walter Public Investments Inc. | 78,799 | $18.9M | 6.28% | −1,285−1.6% | Reduced |
| Cutler Investment Counsel LLC | 78,337 | $18.8M | 2.87% | −3,515−4.3% | Reduced |
| Buckley Wealth Management, LLC | 78,271 | $18.8M | 6.83% | −459−0.6% | Reduced |
| JLB & Associates Inc | 78,152 | $18.7M | 2.99% | −2,585−3.2% | Reduced |
| Verity & Verity, LLC | 77,918 | $18.7M | 2.44% | +7,883+11.3% | Added |
| Journey Advisory Group, LLC | 77,602 | $18.6M | 4.63% | +6,494+9.1% | Added |
| Alyeska Investment Group, L.P. | 77,551 | $18.6M | 0.19% | −47,815−38.1% | Reduced |
| Lathrop Investment Management Corp | 77,506 | $18.6M | 4.11% | −301−0.4% | Reduced |
| Private Trust Co NA | 76,936 | $18.5M | 2.74% | −1,836−2.3% | Reduced |
| XML Financial, LLC | 76,830 | $18.4M | 2.31% | −300−0.4% | Reduced |
| Financial Insights, Inc. | 76,817 | $18.4M | 8.72% | +4,875+6.8% | Added |
| Woodmont Investment Counsel LLC | 76,682 | $18.4M | 2.08% | +611+0.8% | Added |
| Coastline Trust Co | 76,620 | $18.4M | 2.74% | −5,230−6.4% | Reduced |
| Greenwood Capital Associates LLC | 76,472 | $18.3M | 3.01% | +1,282+1.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 76,198 | $18.3M | 2.03% | +6,158+8.8% | Added |
| Intrust Bank NA | 76,182 | $18.3M | 2.53% | +1,500+2.0% | Added |
| Abner Herrman & Brock LLC | 76,108 | $18.3M | 2.80% | −81−0.1% | Reduced |
| Verition Fund Management LLC | 76,096 | $18.2M | 0.36% | −16,923−18.2% | Reduced |
| Jasper Ridge Partners, L.P. | 75,936 | $18.2M | 1.08% | 00.0% | Unchanged |
| Webster Bank, N. A. | 75,901 | $18.2M | 2.46% | −1,207−1.6% | Reduced |
| Chicago Trust Co NA | 75,851 | $18.2M | 4.54% | −2,351−3.0% | Reduced |
| Claret Asset Management Corp | 75,849 | $18.2M | 4.02% | −211−0.3% | Reduced |
| First Western Trust Bank | 75,783 | $18.2M | 1.04% | −128−0.2% | Reduced |
| Courier Capital LLC | 75,214 | $18.0M | 2.08% | −692−0.9% | Reduced |
| Davidson Kempner Capital Management LP | 75,000 | $18.0M | 0.39% | +75,000 | New |
| Princeton Capital Management LLC | 74,913 | $18.0M | 7.99% | −6,316−7.8% | Reduced |
| EFG Asset Management (Americas) Corp. | 74,909 | $18.0M | 4.44% | +12,739+20.5% | Added |
| Itau Unibanco Holding S.A. | 74,413 | $17.9M | 0.73% | −141,137−65.5% | Reduced |
| Exchange Capital Management, Inc. | 74,563 | $17.9M | 3.92% | +734+1.0% | Added |
| Canal Insurance CO | 74,500 | $17.9M | 4.93% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 74,470 | $17.9M | 2.84% | +2,243+3.1% | Added |
| Symmetry Partners, LLC | 74,448 | $17.9M | 1.06% | −3,520−4.5% | Reduced |
| Sepio Capital, LP | 74,415 | $17.8M | 1.54% | −5,029−6.3% | Reduced |
| Tamar Securities, LLC | 74,403 | $17.8M | 5.66% | +3,296+4.6% | Added |
| JGP Wealth Management, LLC | 74,191 | $17.8M | 3.27% | +2,302+3.2% | Added |
| Pettyjohn, Wood & White, Inc | 74,145 | $17.8M | 4.43% | +352+0.5% | Added |
| Dash Acquisitions Inc. | 74,068 | $17.8M | 9.35% | +100+0.1% | Added |
| Financial Partners Capital Management LLC | 73,971 | $17.7M | 3.95% | −1,222−1.6% | Reduced |
| Paragon Capital Management Ltd | 73,912 | $17.7M | 4.72% | −179−0.2% | Reduced |
| GHP Investment Advisors, Inc. | 73,861 | $17.7M | 1.20% | +2,851+4.0% | Added |
| Naples Global Advisors, LLC | 73,802 | $17.7M | 2.25% | +47+0.1% | Added |
| Exane Asset Management | 73,625 | $17.7M | 11.33% | +75+0.1% | Added |
| Front Barnett Associates LLC | 73,621 | $17.7M | 2.23% | −255−0.3% | Reduced |
| Verdence Capital Advisors LLC | 73,560 | $17.6M | 2.17% | −1,008−1.4% | Reduced |
| Tiger Management L.L.C. | 73,300 | $17.6M | 11.11% | −30,800−29.6% | Reduced |
| Buffington Mohr McNeal | 73,088 | $17.5M | 4.08% | −1,373−1.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 72,967 | $17.5M | 4.93% | +4,931+7.2% | Added |
| Ronald Blue Trust, Inc. | 74,793 | $17.4M | 0.31% | +18,034+31.8% | Added |
| Motco | 72,611 | $17.4M | 1.29% | −831−1.1% | Reduced |
| Canvas Wealth Advisors, LLC | 73,555 | $17.3M | 7.25% | −485−0.7% | Reduced |