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 |
|---|---|---|---|---|---|
| BW Gestao de Investimentos Ltda. | 63,234 | $15.2M | 2.35% | −69,315−52.3% | Reduced |
| Huber Capital Management LLC | 63,046 | $15.1M | 3.81% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 62,988 | $15.1M | 3.41% | −147−0.2% | Reduced |
| Cornerstone Wealth Group, LLC | 62,964 | $15.1M | 2.86% | +822+1.3% | Added |
| Leuthold Group, LLC | 62,892 | $15.1M | 2.03% | −1,478−2.3% | Reduced |
| Miramar Capital, LLC | 62,864 | $15.1M | 3.95% | +2,029+3.3% | Added |
| Haverford Financial Services, Inc. | 62,850 | $15.1M | 4.16% | +106+0.2% | Added |
| Buckhead Capital Management LLC | 62,834 | $15.1M | 3.64% | −639−1.0% | Reduced |
| Harbour Investment Management LLC | 62,666 | $15.0M | 8.66% | −68−0.1% | Reduced |
| BRX Global LP | 62,634 | $15.0M | 21.64% | 00.0% | Unchanged |
| Middleton & Co Inc | 62,615 | $15.0M | 2.23% | −1,238−1.9% | Reduced |
| Mark Stevens | 62,572 | $15.0M | 1.96% | −7,660−10.9% | Reduced |
| Tenere Capital LLC | 62,572 | $15.0M | 6.64% | +7,750+14.1% | Added |
| Stone Point Wealth LLC | 62,535 | $15.0M | 7.35% | −153−0.2% | Reduced |
| Joel Isaacson & Co., LLC | 62,490 | $15.0M | 1.15% | +1,925+3.2% | Added |
| Capstone Investment Advisors, LLC | 62,373 | $15.0M | 0.39% | −452,494−87.9% | Reduced |
| Smithbridge Asset Management Inc | 62,333 | $14.9M | 3.97% | +23,998+62.6% | Added |
| Laurel Wealth Advisors LLC | 62,187 | $14.9M | 3.44% | +652+1.1% | Added |
| Synergy Financial Management, LLC | 62,175 | $14.9M | 3.82% | +11,173+21.9% | Added |
| R.m.sincerbeaux Capital Management LLC | 62,151 | $14.9M | 10.60% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 61,993 | $14.9M | 8.58% | −2,446−3.8% | Reduced |
| Headinvest, LLC | 61,898 | $14.8M | 3.32% | −20.0% | Reduced |
| RKL Wealth Management LLC | 61,841 | $14.8M | 1.98% | +331+0.5% | Added |
| Renaissance Investment Group LLC | 61,765 | $14.8M | 4.42% | −986−1.6% | Reduced |
| Columbus Hill Capital Management, L.P. | 61,752 | $14.8M | 6.51% | +718+1.2% | Added |
| Arcadia Investment Management Corp | 61,696 | $14.8M | 3.45% | +4,233+7.4% | Added |
| Mitchell Sinkler & Starr | 61,363 | $14.7M | 4.74% | +5,721+10.3% | Added |
| Marietta Investment Partners LLC | 61,332 | $14.7M | 4.16% | −155−0.3% | Reduced |
| Parker Investment Management, LLC | 61,320 | $14.7M | 3.82% | −2,336−3.7% | Reduced |
| Segment Wealth Management, LLC | 61,231 | $14.7M | 1.70% | −173−0.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 61,224 | $14.7M | 1.79% | −2,806−4.4% | Reduced |
| Allied Investment Advisors, LLC | 61,064 | $14.6M | 4.58% | +883+1.5% | Added |
| EULAV Asset Management | 61,000 | $14.6M | 0.63% | +1,988+3.4% | Added |
| Altrafin AG | 60,921 | $14.6M | 8.56% | −3,378−5.3% | Reduced |
| Stonebridge Capital Management Inc | 60,882 | $14.6M | 6.98% | −2,525−4.0% | Reduced |
| Tairen Capital Ltd | 60,755 | $14.6M | 1.70% | −506,567−89.3% | Reduced |
| Zuckerman Investment Group, LLC | 60,735 | $14.6M | 2.30% | +953+1.6% | Added |
| Comerica Securities,inc. | 60,712 | $14.6M | 1.04% | −359−0.6% | Reduced |
| Stansberry Asset Management, LLC | 60,641 | $14.5M | 3.00% | +627+1.0% | Added |
| Valley National Advisers Inc | 61,566 | $14.5M | 2.60% | −427−0.7% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 60,500 | $14.5M | 0.82% | +40,000+195.1% | Added |
| SevenBridge Financial Group, LLC | 60,462 | $14.5M | 4.24% | −148−0.2% | Reduced |
| Motley Fool Wealth Management, LLC | 60,159 | $14.4M | 1.00% | +1,254+2.1% | Added |
| Ascent Group, LLC | 60,093 | $14.4M | 1.70% | +386+0.6% | Added |
| Zions Bancorporation, N.A. | 60,074 | $14.4M | 1.14% | −1,134−1.9% | Reduced |
| Focus Financial Network, Inc. | 60,049 | $14.4M | 1.17% | +607+1.0% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 60,000 | $14.4M | 6.06% | 00.0% | Unchanged |
| Miura Global Management, LLC | 60,000 | $14.4M | 7.24% | +8,000+15.4% | Added |
| WoodTrust Financial Corp | 59,951 | $14.4M | 2.97% | −1,250−2.0% | Reduced |
| Regent Investment Management LLC | 59,898 | $14.4M | 3.85% | +325+0.5% | Added |
| Princeton Global Asset Management LLC | 59,722 | $14.3M | 4.64% | −74−0.1% | Reduced |
| Mark Asset Management LP | 59,648 | $14.3M | 3.37% | −7,832−11.6% | Reduced |
| Graypoint LLC | 59,607 | $14.3M | 1.71% | +669+1.1% | Added |
| Knuff & Co LLC | 59,538 | $14.3M | 6.09% | −96−0.2% | Reduced |
| Heritage Wealth Management, LLC | 59,500 | $14.3M | 2.04% | +31,001+108.8% | Added |
| Camden National Bank | 59,285 | $14.2M | 2.97% | −2,943−4.7% | Reduced |
| Schwerin Boyle Capital Management Inc | 59,210 | $14.2M | 1.43% | −1,000−1.7% | Reduced |
| Stokes Family Office, LLC | 59,162 | $14.2M | 1.83% | −2,902−4.7% | Reduced |
| Ninety One SA (PTY) Ltd | 59,434 | $14.2M | 4.61% | −4,514−7.1% | Reduced |
| Fragasso Group Inc. | 59,081 | $14.2M | 1.64% | +2,370+4.2% | Added |
| Verde Servicos Internacionais S.A. | 59,001 | $14.2M | 4.88% | −37,172−38.7% | Reduced |
| Sigma Investment Counselors Inc | 58,980 | $14.1M | 1.16% | +4,470+8.2% | Added |
| DCM Advisors, LLC | 58,919 | $14.1M | 6.85% | −2,198−3.6% | Reduced |
| TrinityPoint Wealth, LLC | 58,911 | $14.1M | 3.22% | +452+0.8% | Added |
| Hodges Capital Management Inc. | 58,899 | $14.1M | 1.22% | +5,960+11.3% | Added |
| DT Investment Partners, LLC | 58,854 | $14.1M | 1.85% | +12,387+26.7% | Added |
| Trustcore Financial Services, LLC | 58,847 | $14.1M | 1.24% | −1,560−2.6% | Reduced |
| Csenge Advisory Group | 58,747 | $14.1M | 1.09% | +589+1.0% | Added |
| Diligent Investors, LLC | 58,705 | $14.1M | 4.60% | −47−0.1% | Reduced |
| Empowered Funds, LLC | 58,611 | $14.1M | 0.92% | +37,165+173.3% | Added |
| Alley Investment Management Company, LLC | 58,535 | $14.0M | 2.41% | −627−1.1% | Reduced |
| Value Aligned Research Advisors, LLC | 58,374 | $14.0M | 6.35% | +58,374 | New |
| Consolidated Planning Corp | 58,362 | $14.0M | 3.87% | +2,314+4.1% | Added |
| XN LP | 58,185 | $14.0M | 2.64% | −69,312−54.4% | Reduced |
| City Holding Co | 58,160 | $13.9M | 2.61% | −58−0.1% | Reduced |
| Atlantic Trust, LLC | 58,075 | $13.9M | 4.64% | +2,354+4.2% | Added |
| Laidlaw Wealth Management LLC | 58,040 | $13.9M | 2.99% | +2,759+5.0% | Added |
| Osher Van de Voorde Investment Management | 58,013 | $13.9M | 3.58% | +281+0.5% | Added |
| Pavion Blue Capital, LLC | 57,935 | $13.9M | 8.86% | −865−1.5% | Reduced |
| Adalta Capital Management LLC | 57,904 | $13.9M | 9.79% | −2,721−4.5% | Reduced |
| Investment Advisory Services Inc | 57,758 | $13.9M | 7.13% | +469+0.8% | Added |
| Glen Eagle Advisors, LLC | 57,827 | $13.9M | 3.79% | −430−0.7% | Reduced |
| Wealthsource Partners, LLC | 57,731 | $13.8M | 0.98% | −7,812−11.9% | Reduced |
| Act Two Investors LLC | 57,724 | $13.8M | 14.31% | +528+0.9% | Added |
| Broadleaf Partners, LLC | 57,668 | $13.8M | 5.46% | −9,510−14.2% | Reduced |
| Koshinski Asset Management, Inc. | 57,566 | $13.8M | 1.34% | +3,453+6.4% | Added |
| Two Point Capital Management, Inc. | 57,472 | $13.8M | 8.89% | +57,472 | New |
| NorthRock Partners, LLC | 57,357 | $13.8M | 1.57% | +3,489+6.5% | Added |
| L & S Advisors Inc | 57,317 | $13.7M | 2.54% | +4,256+8.0% | Added |
| Meridian Wealth Advisors, LLC | 57,187 | $13.7M | 3.53% | +110+0.2% | Added |
| Baker Ellis Asset Management LLC | 57,028 | $13.7M | 2.65% | +270+0.5% | Added |
| Hendley & Co Inc | 56,770 | $13.6M | 6.05% | −133−0.2% | Reduced |
| West Coast Financial LLC | 56,680 | $13.6M | 2.30% | +796+1.4% | Added |
| Miller Wealth Advisors, LLC | 55,854 | $13.6M | 9.42% | +9,309+20.0% | Added |
| Plimoth Trust Co LLC | 56,023 | $13.4M | 4.33% | −1,850−3.2% | Reduced |
| Lincoln Capital Corp | 55,997 | $13.4M | 8.22% | +320+0.6% | Added |
| Hotaling Investment Management, LLC | 55,916 | $13.4M | 6.06% | +93+0.2% | Added |
| Bessemer Securities LLC | 55,812 | $13.4M | 6.00% | −1,073−1.9% | Reduced |
| Monarch Capital Management Inc | 55,760 | $13.4M | 4.10% | −1,921−3.3% | Reduced |
| Liberty One Investment Management, LLC | 55,679 | $13.4M | 1.92% | +5,934+11.9% | Added |