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 |
|---|---|---|---|---|---|
| Hoffman, Alan N Investment Management | 72,304 | $17.3M | 13.19% | −99−0.1% | Reduced |
| RNC Capital Management LLC | 72,274 | $17.3M | 0.97% | −5,173−6.7% | Reduced |
| Cohen Capital Management, Inc. | 72,232 | $17.3M | 3.52% | +1,040+1.5% | Added |
| Fiduciary Alliance LLC | 72,070 | $17.3M | 4.47% | +72,070 | New |
| Blackhill Capital Inc | 72,050 | $17.3M | 2.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 72,011 | $17.3M | 1.96% | +6,087+9.2% | Added |
| K.J. Harrison & Partners Inc | 53,046 | $17.2M | 3.37% | +4,334+8.9% | Added |
| Buckingham Capital Management, Inc. | 71,774 | $17.2M | 3.00% | +2,983+4.3% | Added |
| AdvisorNet Financial, Inc | 71,599 | $17.2M | 1.69% | −8,385−10.5% | Reduced |
| Peak Asset Management, LLC | 71,388 | $17.1M | 4.46% | +281+0.4% | Added |
| Van Strum & Towne Inc. | 70,982 | $17.0M | 7.33% | +790+1.1% | Added |
| Soltis Investment Advisors LLC | 70,916 | $17.0M | 2.24% | +5,317+8.1% | Added |
| FACT Capital, LP | 70,880 | $17.0M | 9.89% | +70,880 | New |
| Salomon & Ludwin, LLC | 70,863 | $17.0M | 2.15% | +49,953+238.9% | Added |
| Weik Capital Management | 70,795 | $17.0M | 7.93% | −301−0.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 70,712 | $17.0M | 5.00% | −1,488−2.1% | Reduced |
| Stockman Wealth Management, Inc. | 70,673 | $16.9M | 3.90% | +1,269+1.8% | Added |
| V Wealth Advisors LLC | 70,431 | $16.9M | 3.51% | −1,901−2.6% | Reduced |
| Community Bank, N.A. | 70,403 | $16.9M | 2.35% | +941+1.4% | Added |
| Ashburton (Jersey) Ltd | 70,363 | $16.9M | 9.46% | −3,021−4.1% | Reduced |
| Perkins Coie Trust Co | 70,281 | $16.9M | 5.39% | +1,331+1.9% | Added |
| Partners Capital Investment Group, LLP | 70,229 | $16.8M | 0.81% | −14,930−17.5% | Reduced |
| Rothschild Investment Corp | 70,209 | $16.8M | 1.55% | −2,691−3.7% | Reduced |
| River Wealth Advisors LLC | 70,201 | $16.8M | 3.24% | +2,034+3.0% | Added |
| Hutchinson Capital Management | 70,080 | $16.8M | 4.34% | −2,999−4.1% | Reduced |
| Rice Partnership, LLC | 70,055 | $16.8M | 5.30% | −3,109−4.2% | Reduced |
| SFMG, LLC | 69,939 | $16.8M | 1.86% | −2,079−2.9% | Reduced |
| Venturi Wealth Management, LLC | 69,931 | $16.8M | 1.48% | +1,057+1.5% | Added |
| Vision Capital Management, Inc. | 69,895 | $16.8M | 3.20% | +786+1.1% | Added |
| Hohimer Wealth Management, LLC | 69,850 | $16.8M | 5.34% | −1,640−2.3% | Reduced |
| Peachtree Investment Partners, LLC | 69,826 | $16.7M | 10.22% | −5,682−7.5% | Reduced |
| Arjuna Capital | 69,622 | $16.7M | 7.70% | +2,966+4.4% | Added |
| McRae Capital Management Inc | 69,472 | $16.7M | 4.87% | −3,639−5.0% | Reduced |
| Foster & Motley Inc | 69,437 | $16.7M | 1.42% | −338−0.5% | Reduced |
| Toth Financial Advisory Corp | 69,390 | $16.6M | 2.70% | −817−1.2% | Reduced |
| Bank Hapoalim BM | 69,235 | $16.6M | 2.07% | −7,554−9.8% | Reduced |
| Bridgeway Capital Management, LLC | 69,231 | $16.6M | 0.43% | −20,044−22.5% | Reduced |
| Chemung Canal Trust Co | 69,183 | $16.6M | 3.78% | −3,225−4.5% | Reduced |
| Farmers Trust Co | 68,983 | $16.5M | 3.70% | +215+0.3% | Added |
| AMG National Trust Bank | 68,964 | $16.5M | 0.60% | −5,775−7.7% | Reduced |
| Parcion Private Wealth LLC | 68,850 | $16.5M | 1.79% | −2,160−3.0% | Reduced |
| Makena Capital Management LLC | 68,574 | $16.4M | 3.09% | +9,228+15.5% | Added |
| Bellecapital International Ltd. | 68,568 | $16.4M | 4.62% | +655+1.0% | Added |
| One Capital Management, LLC | 68,515 | $16.4M | 0.88% | −5,128−7.0% | Reduced |
| Strategic Global Advisors, LLC | 68,491 | $16.4M | 2.63% | −57,797−45.8% | Reduced |
| Wayfinding Financial, LLC | 54,774 | $16.4M | 13.17% | +107+0.2% | Added |
| Capital Planning LLC | 68,426 | $16.4M | 7.29% | −851−1.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 68,390 | $16.4M | 3.74% | +180+0.3% | Added |
| Qtron Investments LLC | 68,377 | $16.4M | 3.44% | +1,504+2.2% | Added |
| Centre Asset Management, LLC | 68,343 | $16.4M | 4.34% | −10,115−12.9% | Reduced |
| Wright Investors Service Inc | 68,260 | $16.4M | 4.69% | −2,282−3.2% | Reduced |
| SYSTM Wealth Solutions LLC | 68,155 | $16.3M | 2.03% | +68,155 | New |
| Legacy Private Trust Co. | 68,139 | $16.3M | 1.48% | +4,540+7.1% | Added |
| Ipswich Investment Management Co., Inc. | 68,126 | $16.3M | 4.68% | −1,129−1.6% | Reduced |
| First Interstate Bank | 68,109 | $16.3M | 1.21% | −310−0.5% | Reduced |
| Optiver Holding B.V. | 67,903 | $16.3M | 0.99% | −59,644−46.8% | Reduced |
| South Street Advisors LLC | 67,926 | $16.3M | 3.60% | +866+1.3% | Added |
| Arthur M. Cohen & Associates, LLC | 67,790 | $16.3M | 4.44% | −2,185−3.1% | Reduced |
| Wellington Shields & Co., LLC | 67,746 | $16.2M | 3.69% | +381+0.6% | Added |
| Light Street Capital Management, LLC | 67,580 | $16.2M | 6.04% | +28,853+74.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 67,455 | $16.2M | 0.61% | −3,689−5.2% | Reduced |
| RPG Investment Advisory, LLC | 67,388 | $16.2M | 3.12% | +371+0.6% | Added |
| Perennial Advisors, LLC | 67,211 | $16.1M | 5.13% | −1,002−1.5% | Reduced |
| Punch & Associates Investment Management, Inc. | 67,185 | $16.1M | 1.04% | +1,240+1.9% | Added |
| RAM Investment Partners, LLC | 67,144 | $16.1M | 9.91% | +67,144 | New |
| Brasada Capital Management, LP | 67,117 | $16.1M | 3.72% | +50.0% | Added |
| Regal Investment Advisors LLC | 66,984 | $16.1M | 1.56% | +1,260+1.9% | Added |
| Borer Denton & Associates, Inc. | 66,972 | $16.1M | 7.11% | +238+0.4% | Added |
| Scholtz & Company, LLC | 66,838 | $16.0M | 11.35% | +1,773+2.7% | Added |
| Arrow Financial Corp | 66,818 | $16.0M | 2.17% | −865−1.3% | Reduced |
| Fundamentun, LLC | 66,621 | $16.0M | 2.85% | +793+1.2% | Added |
| Iyo Bank, Ltd. | 66,077 | $15.8M | 9.33% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 66,033 | $15.8M | 2.50% | −52,068−44.1% | Reduced |
| Zevin Asset Management LLC | 66,025 | $15.8M | 3.44% | −381−0.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 66,007 | $15.8M | 2.61% | −5,842−8.1% | Reduced |
| Bright Rock Capital Management, LLC | 66,000 | $15.8M | 4.10% | 00.0% | Unchanged |
| Fosun International Ltd | 65,968 | $15.8M | 1.39% | +1,457+2.3% | Added |
| Sand Hill Global Advisors, LLC | 65,897 | $15.8M | 0.89% | +1,009+1.6% | Added |
| Curi Capital | 65,734 | $15.8M | 2.22% | −89−0.1% | Reduced |
| Mather Group, LLC. | 65,545 | $15.7M | 0.30% | +4,694+7.7% | Added |
| Harvey Capital Management Inc | 65,145 | $15.6M | 6.54% | +2,520+4.0% | Added |
| Cheviot Value Management, LLC | 64,241 | $15.6M | 3.85% | +929+1.5% | Added |
| Court Place Advisors, LLC | 65,742 | $15.6M | 5.65% | +2,044+3.2% | Added |
| Mizuho Markets Cayman LP | 65,017 | $15.6M | 2.12% | −7,239−10.0% | Reduced |
| Hayek Kallen Investment Management | 64,837 | $15.5M | 7.17% | −3,261−4.8% | Reduced |
| Augustine Asset Management Inc | 64,831 | $15.5M | 8.59% | +7,148+12.4% | Added |
| Annex Advisory Services, LLC | 64,819 | $15.5M | 0.88% | +7,700+13.5% | Added |
| BKD Wealth Advisors, LLC | 64,546 | $15.5M | 0.54% | −958−1.5% | Reduced |
| Davy Global Fund Management Ltd | 64,345 | $15.4M | 3.16% | −2,932−4.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 64,300 | $15.4M | 6.39% | 00.0% | Unchanged |
| New Hampshire Trust | 64,298 | $15.4M | 4.08% | +64,298 | New |
| Alpha Omega Wealth Management LLC | 64,263 | $15.4M | 2.74% | −1,191−1.8% | Reduced |
| Wealthcare Advisory Partners LLC | 64,013 | $15.4M | 0.73% | +3,719+6.2% | Added |
| Hall Laurie J Trustee | 64,013 | $15.4M | 6.91% | −677−1.0% | Reduced |
| Gratus Capital LLC | 63,971 | $15.3M | 1.27% | +2,520+4.1% | Added |
| FORA Capital, LLC | 63,913 | $15.3M | 2.47% | +11,901+22.9% | Added |
| Rosenblum Silverman Sutton S F Inc | 63,853 | $15.3M | 5.58% | −1,686−2.6% | Reduced |
| Fortis Capital Management LLC | 63,693 | $15.3M | 11.33% | +50,915+398.5% | Added |
| Northstar Asset Management Inc | 63,537 | $15.2M | 5.09% | +1,906+3.1% | Added |
| Balboa Wealth Partners | 63,420 | $15.2M | 6.86% | +1,452+2.3% | Added |