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 |
|---|---|---|---|---|---|
| Saber Capital Managment, LLC | 44,398 | $10.6M | 11.64% | −120.0% | Reduced |
| Jacobi Capital Management LLC | 44,349 | $10.6M | 1.33% | +1,303+3.0% | Added |
| Duff & Phelps Investment Management Co | 44,064 | $10.6M | 0.13% | 00.0% | Unchanged |
| Bluegrass Capital Partners LP | 44,000 | $10.6M | 13.13% | −12,000−21.4% | Reduced |
| Legacy Trust | 43,952 | $10.5M | 3.25% | +43,952 | New |
| Bank of New Hampshire | 43,943 | $10.5M | 3.17% | −1,067−2.4% | Reduced |
| Heirloom Wealth Management | 43,940 | $10.5M | 6.56% | +43,940 | New |
| Hennion & Walsh Asset Management, Inc. | 43,891 | $10.5M | 0.65% | −2,898−6.2% | Reduced |
| Unio Capital LLC | 43,801 | $10.5M | 5.84% | −1,584−3.5% | Reduced |
| Legacy Wealth Management, LLC | 43,788 | $10.5M | 6.22% | −715−1.6% | Reduced |
| Keystone Financial Group | 43,616 | $10.5M | 2.07% | +1,360+3.2% | Added |
| Coastal Investment Advisors, Inc. | 43,436 | $10.4M | 2.55% | +2,352+5.7% | Added |
| DFPG Investments, LLC | 44,109 | $10.4M | 1.71% | +12,306+38.7% | Added |
| Grandview Asset Management LLC | 43,267 | $10.4M | 6.46% | −1,495−3.3% | Reduced |
| Romano Brothers and Company | 43,253 | $10.4M | 1.58% | −455−1.0% | Reduced |
| J. W. Coons Advisors, LLC | 43,235 | $10.4M | 3.10% | +2,915+7.2% | Added |
| Inlet Private Wealth, LLC | 43,217 | $10.4M | 2.74% | −90.0% | Reduced |
| Kozak & Associates, Inc. | 43,215 | $10.4M | 5.16% | +969+2.3% | Added |
| Clear Harbor Asset Management, LLC | 43,201 | $10.4M | 1.30% | +830+2.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 43,188 | $10.4M | 1.84% | +1,097+2.6% | Added |
| AlphaStar Capital Management, LLC | 43,118 | $10.3M | 1.06% | −89−0.2% | Reduced |
| Keel Point, LLC | 43,057 | $10.3M | 1.62% | +2,598+6.4% | Added |
| McKinley Carter Wealth Services, Inc. | 43,053 | $10.3M | 0.87% | +951+2.3% | Added |
| Mayflower Financial Advisors, LLC | 43,026 | $10.3M | 1.43% | +2,252+5.5% | Added |
| Insight Wealth Strategies, LLC | 43,022 | $10.3M | 1.99% | +768+1.8% | Added |
| Financial Partners Group, Inc | 38,008 | $10.3M | 2.27% | −47−0.1% | Reduced |
| Symphony Financial, Ltd. Co. | 44,887 | $10.3M | 2.73% | +3,369+8.1% | Added |
| RFG Advisory, LLC | 39,832 | $10.3M | 0.52% | −3,828−8.8% | Reduced |
| Foster Victor Wealth Advisors, LLC | 45,747 | $10.3M | 1.31% | +1,980+4.5% | Added |
| Quantum Private Wealth, LLC | 42,863 | $10.3M | 6.52% | +27+0.1% | Added |
| Cassaday & Co Wealth Management LLC | 42,853 | $10.3M | 0.47% | +42,853 | New |
| Nkcfo LLC | 42,850 | $10.3M | 4.82% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 42,789 | $10.3M | 1.41% | +4,715+12.4% | Added |
| Insigneo Advisory Services, LLC | 42,764 | $10.3M | 3.88% | +42,764 | New |
| Physicians Financial Services, Inc. | 42,750 | $10.3M | 4.62% | −575−1.3% | Reduced |
| SOA Wealth Advisors, LLC. | 42,728 | $10.2M | 2.76% | −79−0.2% | Reduced |
| Lincoln Capital LLC | 42,721 | $10.2M | 2.95% | −1,294−2.9% | Reduced |
| Armstrong Shaw Associates Inc | 42,442 | $10.2M | 10.12% | −1,213−2.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 42,419 | $10.2M | 1.24% | −531−1.2% | Reduced |
| Altfest L J & Co Inc | 42,397 | $10.2M | 1.68% | −81−0.2% | Reduced |
| Portland Global Advisors LLC | 42,393 | $10.2M | 1.87% | +497+1.2% | Added |
| Morton Capital Management LLC | 42,391 | $10.2M | 3.97% | −374−0.9% | Reduced |
| Capital Asset Advisory Services LLC | 41,745 | $10.2M | 0.81% | +2,367+6.0% | Added |
| Summit Financial, LLC | 42,322 | $10.1M | 0.95% | −8,425−16.6% | Reduced |
| NBW Capital LLC | 42,310 | $10.1M | 2.59% | +2,685+6.8% | Added |
| Aspire Capital Advisors LLC | 42,226 | $10.1M | 5.77% | +168+0.4% | Added |
| SS&H Financial Advisors, Inc. | 42,134 | $10.1M | 4.81% | −2,475−5.5% | Reduced |
| Sage Capital Advisors,llc | 42,134 | $10.1M | 4.46% | +1,008+2.5% | Added |
| New Millennium Group LLC | 42,070 | $10.1M | 10.77% | −120.0% | Reduced |
| Asset Dedication, LLC | 41,964 | $10.1M | 1.02% | +329+0.8% | Added |
| CRA Financial Services, LLC | 41,952 | $10.1M | 3.29% | +2,139+5.4% | Added |
| Shelton Capital Management | 41,900 | $10.0M | 1.06% | −456,523−91.6% | Reduced |
| Nicholas Investment Partners, LP | 41,796 | $10.0M | 0.88% | −1,771−4.1% | Reduced |
| Silverlake Wealth Management LLC | 41,752 | $10.0M | 6.24% | +332+0.8% | Added |
| Walter & Keenan Financial Consulting Co | 41,746 | $10.0M | 3.93% | −281−0.7% | Reduced |
| RSM US Wealth Management LLC | 41,830 | $10.0M | 0.50% | −372−0.9% | Reduced |
| Cooper Financial Group | 41,584 | $9.97M | 3.05% | +995+2.5% | Added |
| Next Century Growth Investors LLC | 41,576 | $9.97M | 1.20% | +125+0.3% | Added |
| Univest Financial Corp | 41,446 | $9.94M | 3.13% | −840−2.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41,400 | $9.93M | 0.75% | +111+0.3% | Added |
| Lakeview Capital Partners, LLC | 40,906 | $9.93M | 3.17% | −2,268−5.3% | Reduced |
| Pensionfund Sabic | 41,390 | $9.93M | 3.23% | 00.0% | Unchanged |
| Arden Trust Co | 41,315 | $9.91M | 2.01% | −30.0% | Reduced |
| Lawson Kroeker Investment Management Inc | 41,234 | $9.89M | 3.34% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 41,176 | $9.87M | 3.88% | +2,643+6.9% | Added |
| Claro Advisors LLC | 41,133 | $9.86M | 3.23% | +8,722+26.9% | Added |
| Horan Capital Advisors, LLC. | 41,114 | $9.86M | 4.33% | +205+0.5% | Added |
| Humankind Investments LLC | 41,025 | $9.84M | 4.27% | +2,435+6.3% | Added |
| Herold Advisors, Inc. | 40,904 | $9.81M | 4.15% | +5,943+17.0% | Added |
| Mount Yale Investment Advisors, LLC | 40,896 | $9.81M | 1.12% | −2,063−4.8% | Reduced |
| TLW Wealth Management, LLC | 40,889 | $9.81M | 7.94% | −126−0.3% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 40,529 | $9.80M | 2.28% | −15,200−27.3% | Reduced |
| First Washington CORP | 40,817 | $9.79M | 4.80% | +2,783+7.3% | Added |
| Biltmore Family Office, LLC | 40,786 | $9.78M | 2.01% | +4,209+11.5% | Added |
| CIC Wealth, LLC | 40,663 | $9.75M | 4.02% | +40,663 | New |
| Torray LLC | 40,574 | $9.73M | 1.75% | −664−1.6% | Reduced |
| Prestige Wealth Management Group LLC | 40,555 | $9.73M | 2.54% | +10,484+34.9% | Added |
| Hilltop Holdings Inc. | 40,499 | $9.71M | 1.26% | −9,745−19.4% | Reduced |
| Connable Office Inc | 40,495 | $9.71M | 1.39% | +152+0.4% | Added |
| Stanley-Laman Group, Ltd. | 40,483 | $9.71M | 1.85% | −1,219−2.9% | Reduced |
| McGinn Investment Management, Inc. | 40,416 | $9.69M | 6.97% | −753−1.8% | Reduced |
| Stony Point Wealth Management Inc. | 40,358 | $9.68M | 5.35% | +25,420+170.2% | Added |
| SPX Equities Gestao de Recursos Ltda | 40,350 | $9.68M | 1.08% | +40,350 | New |
| CFO4Life Group, LLC | 40,253 | $9.65M | 2.05% | +609+1.5% | Added |
| CFO4Life, L.P. | 40,253 | $9.65M | 2.05% | +40,253 | New |
| SeaBridge Investment Advisors LLC | 40,198 | $9.64M | 3.44% | +2,356+6.2% | Added |
| Ravenstone Capital Management Inc. | 40,187 | $9.64M | 7.90% | −85−0.2% | Reduced |
| Madrona Financial Services, LLC | 40,155 | $9.63M | 5.51% | +11,115+38.3% | Added |
| Cohen Lawrence B | 40,122 | $9.62M | 5.03% | +3,487+9.5% | Added |
| Financial Engines Advisors L.L.C. | 40,087 | $9.61M | 0.03% | +3,990+11.1% | Added |
| Whitener Capital Management, Inc. | 40,077 | $9.61M | 4.20% | +585+1.5% | Added |
| First Sabrepoint Capital Management LP | 40,000 | $9.59M | 4.70% | −12,500−23.8% | Reduced |
| Wealth High Governance Capital Ltda | 40,000 | $9.59M | 6.89% | +40,000 | New |
| LGT Fund Management Co Ltd. | 39,950 | $9.58M | 4.14% | +150+0.4% | Added |
| Kidder Stephen W | 39,705 | $9.52M | 3.49% | +68+0.2% | Added |
| BerganKDV Wealth Management, LLC | 39,590 | $9.49M | 1.03% | +718+1.8% | Added |
| Shorepoint Capital Partners LLC | 39,584 | $9.49M | 2.64% | +26,673+206.6% | Added |
| Marcum Wealth, LLC | 39,571 | $9.49M | 1.26% | −3,057−7.2% | Reduced |
| Northwest Capital Management Inc | 39,560 | $9.49M | 5.04% | −556−1.4% | Reduced |
| NVWM, LLC | 39,502 | $9.48M | 3.44% | −705−1.8% | Reduced |