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 |
|---|---|---|---|---|---|
| Premier Fund Managers Ltd | 39,308 | $9.47M | 0.37% | +38,696+6,322.9% | Added |
| Birinyi Associates Inc | 39,494 | $9.47M | 4.55% | −1,280−3.1% | Reduced |
| M. Kulyk & Associates, LLC | 39,475 | $9.47M | 3.16% | +1,292+3.4% | Added |
| Roberts Wealth Advisors, LLC | 39,500 | $9.46M | 4.57% | +1,244+3.3% | Added |
| Sirios Capital Management L P | 39,446 | $9.46M | 1.74% | +7,991+25.4% | Added |
| Financial Architects, Inc | 39,392 | $9.45M | 1.57% | +28+0.1% | Added |
| Tranquility Partners, LLC | 39,276 | $9.42M | 4.79% | +471+1.2% | Added |
| Simplex Trading, LLC | 39,221 | $9.40M | 0.45% | −392,841−90.9% | Reduced |
| Puzo Michael J | 39,177 | $9.40M | 3.39% | +288+0.7% | Added |
| Red Door Wealth Management, LLC | 39,142 | $9.39M | 3.08% | +2,245+6.1% | Added |
| Kavar Capital Partners Group, LLC | 39,128 | $9.38M | 2.16% | +689+1.8% | Added |
| Traynor Capital Management, Inc. | 39,113 | $9.38M | 1.65% | −1,215−3.0% | Reduced |
| Jackson Hill Advisors, LLC | 39,000 | $9.35M | 8.08% | +13,750+54.5% | Added |
| Moser Wealth Advisors, LLC | 38,964 | $9.34M | 7.05% | −274−0.7% | Reduced |
| Selway Asset Management | 38,834 | $9.31M | 4.92% | +1,200+3.2% | Added |
| Stokes Capital Advisors, LLC | 38,787 | $9.30M | 3.20% | +3,511+10.0% | Added |
| Aj Wealth Strategies, LLC | 38,775 | $9.30M | 0.49% | −3,323−7.9% | Reduced |
| Parkwood LLC | 38,757 | $9.29M | 1.89% | +3,285+9.3% | Added |
| Argonautica Private Wealth Management, Inc | 38,739 | $9.29M | 4.76% | +38,739 | New |
| Bill Few Associates, Inc. | 38,717 | $9.29M | 5.48% | +181+0.5% | Added |
| Potrero Capital Research LLC | 38,694 | $9.28M | 6.13% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 38,645 | $9.27M | 2.25% | −5,236−11.9% | Reduced |
| HPC Germany GmbH & Co. KG | 38,618 | $9.26M | 14.46% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 38,560 | $9.25M | 2.09% | −506−1.3% | Reduced |
| Baldwin Investment Management, LLC | 38,456 | $9.22M | 1.67% | +195+0.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 38,444 | $9.22M | 3.12% | +1,379+3.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 38,440 | $9.22M | 0.71% | +1,795+4.9% | Added |
| Platform Technology Partners | 38,438 | $9.22M | 4.76% | −213−0.6% | Reduced |
| Searle & Co. | 38,387 | $9.21M | 3.14% | +1,300+3.5% | Added |
| Sargent Investment Group, LLC | 38,334 | $9.19M | 2.85% | +249+0.7% | Added |
| Abbot Financial Management, Inc. | 38,254 | $9.17M | 6.27% | +688+1.8% | Added |
| Intact Investment Management Inc. | 38,250 | $9.17M | 0.40% | −2,450−6.0% | Reduced |
| STF Management LP | 38,149 | $9.15M | 13.14% | +38,149 | New |
| Mattern Capital Management, LLC | 38,085 | $9.13M | 1.69% | +1,977+5.5% | Added |
| Berger Financial Group, Inc | 38,057 | $9.13M | 1.21% | −2,644−6.5% | Reduced |
| Pegasus Asset Management, Inc. | 38,018 | $9.12M | 4.92% | −323−0.8% | Reduced |
| Vishria Bird Financial Group, LLC | 37,983 | $9.11M | 6.35% | −42−0.1% | Reduced |
| ICA Group Wealth Management, LLC | 37,683 | $9.04M | 2.12% | −15,616−29.3% | Reduced |
| JB Capital LLC | 37,625 | $9.02M | 0.88% | +2,434+6.9% | Added |
| Financial Network Wealth Management LLC | 37,601 | $9.02M | 4.88% | +14,596+63.4% | Added |
| FinTrust Capital Advisors, LLC | 37,527 | $9.00M | 2.17% | −1,232−3.2% | Reduced |
| Trustmark National Bank Trust Department | 37,502 | $8.99M | 0.83% | +491+1.3% | Added |
| First Personal Financial Services | 37,462 | $8.98M | 2.43% | −404−1.1% | Reduced |
| Bremer Bank National Association | 37,434 | $8.98M | 1.73% | +2,493+7.1% | Added |
| Hirtle Callaghan & Co LLC | 37,422 | $8.97M | 0.55% | +12,071+47.6% | Added |
| Little House Capital LLC | 37,339 | $8.95M | 4.43% | −112−0.3% | Reduced |
| Avestar Capital, LLC | 37,322 | $8.95M | 1.92% | +2,544+7.3% | Added |
| Kesler, Norman & Wride, LLC | 37,267 | $8.94M | 2.30% | −549−1.5% | Reduced |
| Benson Investment Management Company, Inc. | 37,196 | $8.92M | 5.27% | −285−0.8% | Reduced |
| Brave Asset Management Inc | 37,187 | $8.92M | 3.03% | −152−0.4% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 37,166 | $8.91M | 7.38% | +37,166 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 37,093 | $8.90M | 2.35% | −409−1.1% | Reduced |
| 44 Wealth Management LLC | 36,896 | $8.85M | 3.06% | +914+2.5% | Added |
| De Burlo Group Inc | 36,871 | $8.84M | 1.98% | −20,610−35.9% | Reduced |
| Wedmont Private Capital | 39,274 | $8.83M | 1.32% | +17,402+79.6% | Added |
| Soundmark Wealth Management, LLC | 36,832 | $8.83M | 5.70% | +25+0.1% | Added |
| XXEC, Inc. | 36,829 | $8.83M | 7.08% | +366+1.0% | Added |
| John G Ullman & Associates Inc | 36,813 | $8.83M | 1.41% | −291−0.8% | Reduced |
| Northside Capital Management, LLC | 36,754 | $8.81M | 2.65% | +3,823+11.6% | Added |
| Chapin Davis, Inc. | 36,692 | $8.80M | 5.11% | +36,692 | New |
| Keebeck Wealth Management, LLC | 36,562 | $8.77M | 1.54% | −10,211−21.8% | Reduced |
| Sendero Wealth Management, LLC | 36,532 | $8.76M | 3.12% | +3,689+11.2% | Added |
| ARGI Investment Services, LLC | 36,481 | $8.75M | 0.28% | −736−2.0% | Reduced |
| Ascent Wealth Partners, LLC | 36,478 | $8.75M | 1.88% | +180.0% | Added |
| Benjamin Edwards Inc | 36,404 | $8.73M | 2.30% | +2,444+7.2% | Added |
| Brown Miller Wealth Management, LLC | 36,382 | $8.73M | 5.52% | +556+1.6% | Added |
| Citizens Business Bank | 36,340 | $8.72M | 1.99% | −359−1.0% | Reduced |
| Gryphon Financial Partners LLC | 36,303 | $8.71M | 2.12% | −1,854−4.9% | Reduced |
| Ratan Capital Management LP | 36,250 | $8.69M | 6.98% | +21,500+145.8% | Added |
| Udine Wealth Management, Inc. | 36,193 | $8.68M | 18.80% | +160.0% | Added |
| Citizens National Bank Trust Department | 36,130 | $8.66M | 2.44% | −835−2.3% | Reduced |
| Aevitas Wealth Management, Inc. | 36,091 | $8.66M | 5.12% | +22+0.1% | Added |
| BDO Wealth Advisors, LLC | 36,088 | $8.65M | 1.08% | −455−1.2% | Reduced |
| Jackson Square Capital, LLC | 35,968 | $8.63M | 4.06% | −17,111−32.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 35,963 | $8.63M | 0.25% | −94,352−72.4% | Reduced |
| Marshall & Sullivan Inc | 35,957 | $8.62M | 5.41% | +2,102+6.2% | Added |
| Glassy Mountain Advisors, Inc. | 35,900 | $8.61M | 4.74% | +35,900 | New |
| Resonate Capital, LLC | 35,874 | $8.60M | 14.04% | −3,922−9.9% | Reduced |
| Alpha Family Trust | 35,825 | $8.59M | 7.76% | −32,441−47.5% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 35,695 | $8.56M | 0.32% | −682−1.9% | Reduced |
| Prospect Capital Advisors, LLC | 35,600 | $8.54M | 4.42% | 00.0% | Unchanged |
| Aries Wealth Management | 35,581 | $8.53M | 3.68% | +254+0.7% | Added |
| Zweig-DiMenna Associates LLC | 35,553 | $8.53M | 1.25% | −11,200−24.0% | Reduced |
| Hillman Capital Management, Inc. | 35,544 | $8.52M | 3.35% | −926−2.5% | Reduced |
| Warther Private Wealth, LLC | 35,530 | $8.52M | 6.38% | −824−2.3% | Reduced |
| Davis-Rea Ltd. | 35,474 | $8.51M | 5.32% | +4,913+16.1% | Added |
| Connolly Sarah T. | 35,346 | $8.48M | 5.76% | +599+1.7% | Added |
| Corsair Capital Management, L.P. | 35,338 | $8.47M | 3.20% | −1,880−5.1% | Reduced |
| NEIRG Wealth Management, LLC | 35,314 | $8.47M | 1.59% | −2,304−6.1% | Reduced |
| Warren Averett Asset Management, LLC | 35,314 | $8.47M | 0.47% | +2,585+7.9% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 35,306 | $8.47M | 6.51% | −37,230−51.3% | Reduced |
| Old Port Advisors | 35,303 | $8.47M | 3.19% | −319−0.9% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 35,191 | $8.44M | 2.78% | +167+0.5% | Added |
| Great Diamond Partners, LLC | 35,161 | $8.43M | 2.60% | −6,387−15.4% | Reduced |
| Fairfield, Bush & Co. | 35,149 | $8.43M | 5.56% | +260+0.7% | Added |
| Eagle Rock Investment Company, LLC | 35,739 | $8.43M | 1.94% | +11,287+46.2% | Added |
| Bedel Financial Consulting, Inc. | 35,121 | $8.42M | 2.09% | +222+0.6% | Added |
| Union Heritage Capital, LLC | 35,000 | $8.39M | 5.12% | −2,000−5.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 34,897 | $8.37M | 0.70% | −3,966−10.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 34,895 | $8.37M | 3.18% | +1,078+3.2% | Added |