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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Allen Mooney & Barnes Investment Advisors LLC | 49,531 | $11.9M | 2.85% | +1,413+2.9% | Added |
| Cooper Creek Partners Management LLC | 49,426 | $11.9M | 0.98% | +20,722+72.2% | Added |
| Morse Asset Management, Inc | 49,417 | $11.9M | 4.30% | −783−1.6% | Reduced |
| GFS Advisors, LLC | 49,350 | $11.8M | 2.66% | +8,560+21.0% | Added |
| Hoertkorn Richard Charles | 49,346 | $11.8M | 6.28% | −1,150−2.3% | Reduced |
| Harbor Island Capital LLC | 49,339 | $11.8M | 7.53% | 00.0% | Unchanged |
| NTV Asset Management LLC | 49,287 | $11.8M | 2.32% | −1,545−3.0% | Reduced |
| Trinity Street Asset Management LLP | 49,239 | $11.8M | 1.91% | +7,815+18.9% | Added |
| Genoa Capital Gestora de Recursos Ltda. | 49,219 | $11.8M | 32.86% | +49,219 | New |
| Northwest Bancshares, Inc. | 49,172 | $11.8M | 2.37% | +1,619+3.4% | Added |
| Roberts Glore & Co Inc | 49,054 | $11.8M | 4.08% | −3,318−6.3% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 49,050 | $11.8M | 10.53% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 49,040 | $11.8M | 4.28% | −1,252−2.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 49,020 | $11.8M | 2.15% | +12,933+35.8% | Added |
| Security National Bank | 49,013 | $11.8M | 3.17% | −1,021−2.0% | Reduced |
| Duncker Streett & Co Inc | 48,982 | $11.7M | 2.84% | −368−0.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 48,927 | $11.7M | 1.24% | +1,653+3.5% | Added |
| Vista Equity Partners Management, LLC | 48,889 | $11.7M | 0.18% | −11,811−19.5% | Reduced |
| Foundations Investment Advisors, LLC | 48,859 | $11.7M | 0.47% | +1,762+3.7% | Added |
| Continuum Advisory, LLC | 48,802 | $11.7M | 2.11% | −373−0.8% | Reduced |
| Scott & Selber, Inc. | 48,758 | $11.7M | 5.26% | +57+0.1% | Added |
| Allegiance Financial Group Advisory Services LLC | 48,755 | $11.7M | 11.23% | +48,755 | New |
| Forum Financial Management, LP | 48,671 | $11.7M | 0.38% | −1,223−2.5% | Reduced |
| McDonald Partners LLC | 48,665 | $11.7M | 3.99% | +368+0.8% | Added |
| Delta Financial Group, Inc. | 49,235 | $11.7M | 5.17% | +49,235 | New |
| Atlas Capital Advisors LLC | 48,648 | $11.7M | 1.96% | 00.0% | Unchanged |
| Family Management Corp | 48,631 | $11.7M | 2.84% | +206+0.4% | Added |
| Wells Trecaso Financial Group, LLC | 48,597 | $11.7M | 5.82% | −276−0.6% | Reduced |
| Montecito Bank & Trust | 48,582 | $11.7M | 2.82% | −768−1.6% | Reduced |
| Rehmann Capital Advisory Group | 48,445 | $11.6M | 1.19% | +1,792+3.8% | Added |
| Heathbridge Capital Management Ltd. | 48,355 | $11.6M | 4.45% | +48,355 | New |
| Oakworth Capital, Inc. | 48,226 | $11.6M | 1.11% | +376+0.8% | Added |
| CX Institutional | 48,208 | $11.6M | 0.70% | +8,609+21.7% | Added |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 48,200 | $11.6M | 0.71% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 48,178 | $11.6M | 4.37% | +463+1.0% | Added |
| Marietta Wealth Management, LLC | 48,051 | $11.5M | 2.61% | +2,093+4.6% | Added |
| GPM Growth Investors, Inc. | 47,984 | $11.5M | 6.99% | +88+0.2% | Added |
| Proficio Capital Partners LLC | 47,855 | $11.5M | 2.18% | +1,312+2.8% | Added |
| Hanson & Doremus Investment Management | 47,897 | $11.5M | 2.47% | +6,475+15.6% | Added |
| Crewe Advisors LLC | 47,763 | $11.5M | 1.82% | −235−0.5% | Reduced |
| Hedeker Wealth, LLC | 47,708 | $11.4M | 4.28% | −819−1.7% | Reduced |
| Consolidated Capital Management, LLC | 47,697 | $11.4M | 6.83% | −82−0.2% | Reduced |
| Bulltick Wealth Management, LLC | 47,661 | $11.4M | 3.27% | +7,697+19.3% | Added |
| Old Second National Bank of Aurora | 47,575 | $11.4M | 3.37% | −1,092−2.2% | Reduced |
| Circle Wealth Management, LLC | 47,560 | $11.4M | 1.76% | +422+0.9% | Added |
| Lindbrook Capital, LLC | 47,529 | $11.4M | 1.40% | +3,877+8.9% | Added |
| Old Point Trust & Financial Services N A | 47,496 | $11.4M | 5.25% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 47,434 | $11.4M | 3.34% | −1,238−2.5% | Reduced |
| Texas Yale Capital Corp. | 47,417 | $11.4M | 0.65% | +1,838+4.0% | Added |
| Live Oak Private Wealth LLC | 47,374 | $11.4M | 2.35% | +849+1.8% | Added |
| Biondo Investment Advisors, LLC | 47,240 | $11.4M | 2.53% | −278−0.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 47,352 | $11.4M | 1.65% | +1,203+2.6% | Added |
| Thornburg Investment Management Inc | 47,293 | $11.3M | 0.19% | 00.0% | Unchanged |
| Aspiriant, LLC | 47,150 | $11.3M | 0.58% | −2,109−4.3% | Reduced |
| Capital Investment Advisory Services, LLC | 47,061 | $11.3M | 1.34% | −3,632−7.2% | Reduced |
| World Equity Group, Inc. | 47,021 | $11.3M | 2.68% | −34−0.1% | Reduced |
| Summit Trail Advisors, LLC | 46,940 | $11.3M | 0.50% | +952+2.1% | Added |
| American Trust | 46,880 | $11.2M | 1.05% | +8,286+21.5% | Added |
| DoubleLine ETF Adviser LP | 46,872 | $11.2M | 5.77% | +46,872 | New |
| Ervin Investment Management, LLC | 46,745 | $11.2M | 10.21% | −190.0% | Reduced |
| Archford Capital Strategies, LLC | 46,701 | $11.2M | 2.58% | +272+0.6% | Added |
| Phraction Management LLC | 46,651 | $11.2M | 7.34% | +12,690+37.4% | Added |
| Chiron Investment Management, LLC | 46,626 | $11.2M | 2.62% | +46,626 | New |
| Confluence Wealth Services, Inc. | 46,625 | $11.2M | 2.91% | −176−0.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 46,463 | $11.1M | 3.63% | −162−0.3% | Reduced |
| Codex Capital, L.L.C. | 46,400 | $11.1M | 9.30% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 46,320 | $11.1M | 0.59% | −6,920−13.0% | Reduced |
| Winch Advisory Services, LLC | 46,307 | $11.1M | 4.74% | −1,831−3.8% | Reduced |
| Royal Fund Management, LLC | 46,277 | $11.1M | 1.82% | +5,531+13.6% | Added |
| Patten Group, Inc. | 46,260 | $11.1M | 3.48% | −240−0.5% | Reduced |
| Central Bank & Trust Co | 46,230 | $11.1M | 2.09% | −177−0.4% | Reduced |
| Bonness Enterprises Inc | 46,200 | $11.1M | 5.21% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 45,849 | $11.1M | 4.68% | +180.0% | Added |
| JCIC Asset Management Inc. | 46,011 | $11.0M | 5.49% | −2,469−5.1% | Reduced |
| Baugh & Associates, LLC | 45,953 | $11.0M | 7.14% | +1,331+3.0% | Added |
| Rowland & Co Investment Counsel | 45,974 | $11.0M | 2.73% | −182−0.4% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 45,574 | $11.0M | 0.94% | −497−1.1% | Reduced |
| Somerset Trust Co | 45,691 | $11.0M | 4.60% | −419−0.9% | Reduced |
| Cypress Asset Management Inc | 45,606 | $11.0M | 3.98% | −1,551−3.3% | Reduced |
| Brady Family Wealth, LLC | 45,524 | $10.9M | 4.51% | +45,524 | New |
| WealthPLAN Partners, LLC | 40,041 | $10.9M | 0.76% | +40,041 | New |
| CFM Wealth Partners LLC | 45,435 | $10.9M | 3.26% | −1,169−2.5% | Reduced |
| 9258 Wealth Management, LLC | 45,420 | $10.9M | 2.36% | −1,410−3.0% | Reduced |
| WealthPlan Investment Management, LLC | 40,022 | $10.9M | 0.76% | −143−0.4% | Reduced |
| Krilogy Financial LLC | 45,214 | $10.8M | 1.03% | +7,047+18.5% | Added |
| Rodgers Brothers Inc. | 45,193 | $10.8M | 2.18% | −1,070−2.3% | Reduced |
| Bizma Investimentos Ltda | 45,000 | $10.8M | 9.60% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 44,983 | $10.8M | 2.53% | −50.0% | Reduced |
| Wealth Alliance | 44,967 | $10.8M | 1.91% | +3,760+9.1% | Added |
| Executive Wealth Management, LLC | 44,927 | $10.8M | 1.32% | +34,665+337.8% | Added |
| Wall Street Access Asset Management, LLC | 44,890 | $10.8M | 8.09% | +354+0.8% | Added |
| Buckingham Strategic Partners | 44,799 | $10.7M | 0.83% | −74,728−62.5% | Reduced |
| Investment Management of Virginia LLC | 44,785 | $10.7M | 2.11% | −381−0.8% | Reduced |
| Isthmus Partners, LLC | 44,646 | $10.7M | 1.61% | −1,344−2.9% | Reduced |
| Gardner Lewis Asset Management L P | 44,606 | $10.7M | 3.79% | −8,169−15.5% | Reduced |
| Eudaimonia Partners, LLC | 44,603 | $10.7M | 2.63% | −514−1.1% | Reduced |
| Argyle Capital Management Inc. | 44,580 | $10.7M | 3.68% | −300−0.7% | Reduced |
| Hall Capital Management Co Inc | 44,548 | $10.7M | 6.42% | +627+1.4% | Added |
| Bedell Frazier Investment Counseling, LLC | 44,472 | $10.7M | 2.79% | −477−1.1% | Reduced |
| West Branch Capital LLC | 44,418 | $10.7M | 6.58% | +227+0.5% | Added |