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
- 4,679
- +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
- 2,047 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 |
|---|---|---|---|---|---|
| M Holdings Securities, Inc. | 55,664 | $13.4M | 1.41% | −192−0.3% | Reduced |
| Bogart Wealth, LLC | 55,592 | $13.3M | 0.93% | +8,100+17.1% | Added |
| Providence Capital Advisors, LLC | 55,441 | $13.3M | 3.59% | +16,949+44.0% | Added |
| New England Asset Management Inc | 55,321 | $13.3M | 0.24% | −422−0.8% | Reduced |
| Mirova | 55,311 | $13.3M | 2.08% | +4,517+8.9% | Added |
| Good Life Advisors, LLC | 55,241 | $13.2M | 1.83% | +5,340+10.7% | Added |
| Advisory Research Inc | 55,214 | $13.2M | 1.25% | −34,339−38.3% | Reduced |
| Elk River Wealth Management, LLC | 55,207 | $13.2M | 3.21% | +337+0.6% | Added |
| Trybe Capital Management LP | 55,144 | $13.2M | 15.52% | −2,694−4.7% | Reduced |
| Avidian Wealth Solutions, LLC | 55,132 | $13.2M | 0.86% | +800+1.5% | Added |
| Stratos Wealth Advisors, LLC | 55,101 | $13.2M | 1.10% | +10,471+23.5% | Added |
| Benin Management CORP | 55,073 | $13.2M | 5.35% | −220−0.4% | Reduced |
| Strategic Blueprint, LLC | 55,051 | $13.2M | 1.53% | +4,447+8.8% | Added |
| China Universal Asset Management Co., Ltd. | 55,050 | $13.2M | 5.31% | 00.0% | Unchanged |
| RBF Capital, LLC | 55,000 | $13.2M | 0.99% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 54,981 | $13.2M | 2.23% | +11,545+26.6% | Added |
| Condor Capital Management | 54,926 | $13.2M | 1.64% | +102+0.2% | Added |
| Rench Wealth Management, Inc. | 54,900 | $13.2M | 6.70% | +359+0.7% | Added |
| Snowhook Capital Management LP | 54,880 | $13.2M | 7.03% | −60,267−52.3% | Reduced |
| Asset Planning Services Inc | 54,820 | $13.1M | 8.32% | +53+0.1% | Added |
| Independent Investors Inc | 54,806 | $13.1M | 3.66% | −2,000−3.5% | Reduced |
| Mattern Wealth Management LLC | 54,697 | $13.1M | 5.30% | +1,193+2.2% | Added |
| Hamilton Point Investment Advisors, LLC | 54,677 | $13.1M | 3.61% | +454+0.8% | Added |
| Zhang Financial LLC | 54,673 | $13.1M | 1.67% | −787−1.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 54,671 | $13.1M | 3.94% | −990−1.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 54,584 | $13.1M | 7.68% | +281+0.5% | Added |
| Arkadios Wealth Advisors | 54,531 | $13.1M | 1.73% | +2,989+5.8% | Added |
| Flagship Harbor Advisors, LLC | 54,485 | $13.1M | 1.34% | −850−1.5% | Reduced |
| YorkBridge Wealth Partners, LLC | 54,406 | $13.0M | 3.31% | −4,656−7.9% | Reduced |
| Angeles Wealth Management, LLC | 54,344 | $13.0M | 2.28% | −1,442−2.6% | Reduced |
| NatWest Group plc | 54,320 | $13.0M | 7.40% | −4,772−8.1% | Reduced |
| WESPAC Advisors SoCal, LLC | 54,246 | $13.0M | 4.84% | +91+0.2% | Added |
| Cozad Asset Management Inc | 54,232 | $13.0M | 1.83% | +5,926+12.3% | Added |
| Holderness Investments Co | 54,207 | $13.0M | 5.60% | −993−1.8% | Reduced |
| Lake Street Financial LLC | 54,177 | $13.0M | 2.69% | +1,112+2.1% | Added |
| Essex Investment Management Co LLC | 54,102 | $13.0M | 2.02% | −813−1.5% | Reduced |
| Glassman Wealth Services | 54,077 | $13.0M | 2.39% | +1,912+3.7% | Added |
| Colonial Trust Co | 54,072 | $13.0M | 3.54% | −1,996−3.6% | Reduced |
| TRUE Private Wealth Advisors | 54,004 | $13.0M | 1.99% | +876+1.6% | Added |
| Ally Financial Inc. | 54,000 | $13.0M | 2.02% | 00.0% | Unchanged |
| BFSG, LLC | 53,940 | $12.9M | 2.59% | +871+1.6% | Added |
| Strategy Asset Managers LLC | 53,849 | $12.9M | 3.28% | −871−1.6% | Reduced |
| Berkshire Bank | 53,804 | $12.9M | 3.95% | −4,595−7.9% | Reduced |
| Campbell Capital Management Inc | 53,790 | $12.9M | 13.27% | −1,720−3.1% | Reduced |
| Sycale Advisors (NY) LLC | 53,700 | $12.9M | 5.38% | +32,000+147.5% | Added |
| Cardinal Capital Management | 53,691 | $12.9M | 2.74% | −1,059−1.9% | Reduced |
| Kovack Advisors, Inc. | 53,672 | $12.9M | 1.88% | −4,317−7.4% | Reduced |
| Harbour Investments, Inc. | 53,647 | $12.9M | 0.79% | +1,588+3.1% | Added |
| American Money Management, LLC | 53,526 | $12.8M | 3.66% | +1,693+3.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 53,507 | $12.8M | 3.29% | +53,507 | New |
| Schechter Investment Advisors, LLC | 53,451 | $12.8M | 1.17% | +7,128+15.4% | Added |
| Farmers National Bank | 53,440 | $12.8M | 4.57% | +487+0.9% | Added |
| Trifecta Capital Advisors, LLC | 53,276 | $12.8M | 5.09% | +53,276 | New |
| Franchise Capital Ltd | 53,199 | $12.8M | 3.91% | +22,750+74.7% | Added |
| Capital Investment Counsel, Inc | 52,957 | $12.7M | 3.00% | +251+0.5% | Added |
| Waycross Partners, LLC | 52,952 | $12.7M | 4.60% | +22,569+74.3% | Added |
| Cubic Asset Management, LLC | 52,898 | $12.7M | 3.63% | −1,710−3.1% | Reduced |
| Valmark Advisers, Inc. | 52,751 | $12.7M | 0.29% | −630−1.2% | Reduced |
| HCR Wealth Advisors | 52,706 | $12.6M | 2.65% | +1,040+2.0% | Added |
| Bourgeon Capital Management LLC | 52,690 | $12.6M | 3.10% | +6,583+14.3% | Added |
| St Germain D J Co Inc | 140,190 | $12.6M | 4.24% | +52,293+59.5% | Added |
| Baker Chad R | 52,625 | $12.6M | 3.54% | 00.0% | Unchanged |
| Proequities, Inc. | 52,562 | $12.6M | 1.02% | +137+0.3% | Added |
| Decatur Capital Management, Inc. | 52,420 | $12.6M | 9.05% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 52,392 | $12.6M | 1.38% | +225+0.4% | Added |
| Whalerock Point Partners, LLC | 52,286 | $12.5M | 5.10% | +1,464+2.9% | Added |
| Hartford Financial Management Inc. | 52,256 | $12.5M | 3.31% | −619−1.2% | Reduced |
| McCollum Christoferson Group LLC | 51,964 | $12.5M | 3.94% | −209−0.4% | Reduced |
| Stoneridge Investment Partners LLC | 51,909 | $12.4M | 6.86% | +3,209+6.6% | Added |
| Apella Capital, LLC | 51,883 | $12.4M | 1.13% | +3,318+6.8% | Added |
| Allred Capital Management, LLC | 51,830 | $12.4M | 6.82% | −168−0.3% | Reduced |
| Sentry Investment Management LLC | 51,775 | $12.4M | 5.48% | −532−1.0% | Reduced |
| Hamilton Wealth, LLC | 51,576 | $12.4M | 5.03% | +1,720+3.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 51,548 | $12.4M | 0.99% | −3,881−7.0% | Reduced |
| Horiko Capital Management LLC | 51,527 | $12.4M | 10.48% | −2,800−5.2% | Reduced |
| Johnson Financial Group, Inc. | 51,465 | $12.3M | 0.98% | −325−0.6% | Reduced |
| Capital City Trust Co | 51,293 | $12.3M | 4.06% | +1,568+3.2% | Added |
| Grand Jean Capital Management Inc | 51,182 | $12.3M | 5.54% | −479−0.9% | Reduced |
| Iowa State Bank | 51,167 | $12.3M | 3.08% | +2,155+4.4% | Added |
| Wills Financial Group, Inc. | 51,124 | $12.3M | 6.98% | −386−0.7% | Reduced |
| Farley Capital L.P. | 50,955 | $12.2M | 16.30% | +7,815+18.1% | Added |
| Westbourne Investment Advisors, Inc. | 50,950 | $12.2M | 6.17% | −303−0.6% | Reduced |
| Boyar Asset Management Inc. | 50,894 | $12.2M | 9.95% | −714−1.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 50,851 | $12.2M | 2.27% | +3,455+7.3% | Added |
| Atika Capital Management LLC | 50,800 | $12.2M | 1.86% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 50,651 | $12.1M | 2.63% | +417+0.8% | Added |
| Institute for Wealth Management, LLC. | 50,510 | $12.1M | 2.58% | −1,541−3.0% | Reduced |
| Arete Wealth Advisors, LLC | 50,480 | $12.1M | 1.08% | −1,441−2.8% | Reduced |
| Paragon Capital Management LLC | 50,454 | $12.1M | 7.54% | −494−1.0% | Reduced |
| RDST Capital LLC | 50,330 | $12.1M | 7.37% | +11,310+29.0% | Added |
| Boyd Watterson Asset Management LLC | 50,320 | $12.1M | 4.97% | +1,212+2.5% | Added |
| Boston Research & Management Inc | 50,231 | $12.0M | 3.73% | −70−0.1% | Reduced |
| Avantax Planning Partners, Inc. | 50,198 | $12.0M | 0.48% | +358+0.7% | Added |
| Centaurus Financial, Inc. | 50,174 | $12.0M | 1.13% | −5,102−9.2% | Reduced |
| Graphene Investments SAS | 50,000 | $12.0M | 8.12% | +50,000 | New |
| Moloney Securities Asset Management, LLC | 49,982 | $12.0M | 2.65% | +1,368+2.8% | Added |
| Broderick Brian C | 49,866 | $12.0M | 3.55% | +539+1.1% | Added |
| Benedict Financial Advisors Inc | 49,671 | $11.9M | 3.54% | −335−0.7% | Reduced |
| Capital Planning Advisors, LLC | 49,611 | $11.9M | 2.83% | +1,871+3.9% | Added |
| First National Bank & Trust Co of Newtown | 49,577 | $11.9M | 2.69% | −225−0.5% | Reduced |