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 |
|---|---|---|---|---|---|
| Gordian Capital Singapore Pte Ltd | 34,846 | $8.36M | 13.16% | +160+0.5% | Added |
| IPG Investment Advisors LLC | 34,855 | $8.36M | 2.33% | −2,266−6.1% | Reduced |
| Advanced Asset Management Advisors Inc | 34,842 | $8.36M | 2.09% | +20.0% | Added |
| Cumberland Advisors Inc | 34,805 | $8.35M | 3.62% | −5,125−12.8% | Reduced |
| Villere St Denis J & Co LLC | 34,803 | $8.35M | 0.65% | +180+0.5% | Added |
| LeJeune Puetz Investment Counsel LLC | 34,700 | $8.32M | 3.11% | +313+0.9% | Added |
| Orca Investment Management, LLC | 34,671 | $8.31M | 10.54% | −1,159−3.2% | Reduced |
| GDS Wealth Management | 34,653 | $8.31M | 1.59% | −2,445−6.6% | Reduced |
| Trust Co of Oklahoma | 34,635 | $8.31M | 3.34% | +1,456+4.4% | Added |
| Lafayette Investments, Inc. | 34,604 | $8.30M | 2.34% | +71+0.2% | Added |
| Tilt Investment Management Holdings, PBC | 34,601 | $8.30M | 7.04% | +34,601 | New |
| Legacy Advisors, LLC | 34,599 | $8.30M | 1.52% | +5,427+18.6% | Added |
| Bank Ozk | 34,581 | $8.29M | 4.11% | −1,064−3.0% | Reduced |
| Columbia Trust Co 01012016 | 34,559 | $8.29M | 4.62% | −2,116−5.8% | Reduced |
| AIMZ Investment Advisors, LLC | 34,551 | $8.29M | 3.91% | −632−1.8% | Reduced |
| RMR Wealth Builders | 34,529 | $8.28M | 1.88% | −621−1.8% | Reduced |
| Paradigm Financial Partners, LLC | 36,778 | $8.27M | 2.41% | +879+2.4% | Added |
| Copeland Capital Management, LLC | 34,339 | $8.23M | 0.22% | −2,883−7.7% | Reduced |
| BNC Wealth Management, LLC | 34,324 | $8.23M | 4.86% | −283−0.8% | Reduced |
| GM Advisory Group, Inc. | 34,306 | $8.23M | 0.88% | −328−0.9% | Reduced |
| United Capital Management of KS, Inc. | 34,272 | $8.22M | 3.39% | +905+2.7% | Added |
| Cornerstone Advisory, LLC | 34,270 | $8.22M | 1.62% | +1,997+6.2% | Added |
| Sargent Bickham Lagudis LLC | 34,237 | $8.21M | 0.67% | −1,093−3.1% | Reduced |
| Great Lakes Advisors, LLC | 306,677 | $8.20M | 0.47% | −49,790−14.0% | Reduced |
| Hollow Brook Wealth Management LLC | 34,169 | $8.19M | 3.92% | −66−0.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 34,121 | $8.18M | 2.44% | +163+0.5% | Added |
| Shepherd Financial Partners LLC | 34,118 | $8.18M | 1.48% | +530+1.6% | Added |
| Carderock Capital Management Inc | 34,082 | $8.17M | 3.39% | +620+1.9% | Added |
| Dumont & Blake Investment Advisors LLC | 34,079 | $8.17M | 2.89% | −200−0.6% | Reduced |
| Builder Investment Group Inc | 34,036 | $8.16M | 3.88% | +34,036 | New |
| White Pine Investment CO | 33,989 | $8.15M | 3.10% | +951+2.9% | Added |
| My Personal CFO, LLC | 24,316 | $8.15M | 8.06% | +1,048+4.5% | Added |
| Chronos Wealth Management, LLC | 33,983 | $8.15M | 6.43% | +237+0.7% | Added |
| First Bank & Trust | 33,967 | $8.15M | 2.26% | +205+0.6% | Added |
| Consolidated Investment Group LLC | 33,889 | $8.13M | 1.74% | 00.0% | Unchanged |
| Hixon Zuercher, LLC | 33,852 | $8.12M | 5.00% | +779+2.4% | Added |
| Summit X, LLC | 31,536 | $8.10M | 2.34% | −1,208−3.7% | Reduced |
| Nixon Peabody Trust Co | 33,738 | $8.09M | 6.56% | +844+2.6% | Added |
| Concentric Wealth Management, LLC | 33,726 | $8.09M | 2.77% | +212+0.6% | Added |
| Sandbox Financial Partners, LLC | 33,628 | $8.06M | 5.58% | −349−1.0% | Reduced |
| Harbour Capital Advisors, LLC | 33,646 | $8.06M | 2.71% | −1,147−3.3% | Reduced |
| Dudley Capital Management, LLC | 33,594 | $8.06M | 5.92% | +33,594 | New |
| Summit Financial Group Inc | 33,463 | $8.03M | 3.18% | −1,358−3.9% | Reduced |
| BCJ Capital Management, LLC | 33,455 | $8.02M | 0.80% | +2,987+9.8% | Added |
| Bray Capital Advisors | 33,428 | $8.02M | 2.49% | +345+1.0% | Added |
| Keystone Investors Pte Ltd | 33,428 | $8.02M | 3.83% | +33,428 | New |
| Westover Capital Advisors, LLC | 33,377 | $8.00M | 3.16% | −40.0% | Reduced |
| Martin & Co Inc | 33,370 | $8.00M | 2.11% | −883−2.6% | Reduced |
| Uncommon Cents Investing LLC | 33,360 | $8.00M | 2.94% | −140−0.4% | Reduced |
| White Pine Capital LLC | 33,297 | $7.99M | 3.12% | −423−1.3% | Reduced |
| Inscription Capital, LLC | 33,195 | $7.96M | 2.72% | −842−2.5% | Reduced |
| Tiemann Investment Advisors, LLC | 33,173 | $7.96M | 4.66% | −339−1.0% | Reduced |
| Citizens & Northern Corp | 33,109 | $7.94M | 3.28% | +20+0.1% | Added |
| Beverly Hills Private Wealth, LLC | 33,072 | $7.93M | 3.46% | +33,072 | New |
| Financial Perspectives, Inc | 33,053 | $7.93M | 4.06% | −1,032−3.0% | Reduced |
| Gateway Advisory, LLC | 33,003 | $7.92M | 2.03% | +465+1.4% | Added |
| Olstein Capital Management, L.P. | 33,000 | $7.91M | 1.24% | +3,000+10.0% | Added |
| Carlson Capital Management | 32,996 | $7.91M | 0.57% | −824−2.4% | Reduced |
| Pegasus Partners Ltd. | 32,987 | $7.91M | 1.30% | −1,423−4.1% | Reduced |
| Wealth Advisors, Inc. | 32,970 | $7.91M | 4.21% | −1,090−3.2% | Reduced |
| EverSource Wealth Advisors, LLC | 32,952 | $7.90M | 1.20% | −825−2.4% | Reduced |
| Wintrust Investments LLC | 32,866 | $7.88M | 1.03% | +1,159+3.7% | Added |
| Brick & Kyle, Associates | 32,731 | $7.85M | 4.57% | +50+0.2% | Added |
| S&T Bank | 32,706 | $7.84M | 1.45% | −407−1.2% | Reduced |
| TCI Wealth Advisors, Inc. | 32,664 | $7.83M | 1.08% | −704−2.1% | Reduced |
| Unionview, LLC | 32,655 | $7.83M | 7.83% | −500−1.5% | Reduced |
| Westmount Partners, LLC | 32,614 | $7.82M | 4.06% | +32,614 | New |
| Guardian Wealth Advisors, LLC | 32,593 | $7.82M | 1.50% | +1,282+4.1% | Added |
| Notis-McConarty Edward | 32,591 | $7.82M | 3.25% | +93+0.3% | Added |
| St. Clair Advisors, LLC | 32,557 | $7.81M | 4.91% | +17,676+118.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 32,542 | $7.80M | 5.72% | −986−2.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 32,526 | $7.80M | 4.33% | −21−0.1% | Reduced |
| Strait & Sound Wealth Management LLC | 32,414 | $7.79M | 8.50% | +32,414 | New |
| MidWestOne Financial Group, Inc. | 32,464 | $7.79M | 1.83% | −1,157−3.4% | Reduced |
| Carolinas Wealth Consulting LLC | 108,349 | $7.76M | 1.76% | +420+0.4% | Added |
| Chapman Investment Management, LLC | 32,316 | $7.75M | 7.07% | −11,200−25.7% | Reduced |
| Tiedemann Advisors, LLC | 32,290 | $7.74M | 0.37% | −3,475−9.7% | Reduced |
| Front Row Advisors LLC | 32,213 | $7.72M | 3.99% | −2,150−6.3% | Reduced |
| S.E.E.D. Planning Group LLC | 32,211 | $7.72M | 3.35% | +2,950+10.1% | Added |
| Enterprise Bank & Trust Co | 32,142 | $7.71M | 3.65% | +1,621+5.3% | Added |
| Oxler Private Wealth LLC | 32,079 | $7.69M | 4.14% | −598−1.8% | Reduced |
| IFG Advisory, LLC | 32,069 | $7.69M | 0.77% | −5,112−13.7% | Reduced |
| Spreng Capital Management, Inc. | 31,999 | $7.67M | 6.63% | −1,951−5.7% | Reduced |
| Chesapeake Wealth Management | 31,957 | $7.66M | 3.36% | −454−1.4% | Reduced |
| Cambridge Advisors Inc. | 31,957 | $7.66M | 2.06% | −1,572−4.7% | Reduced |
| Pure Financial Advisors, Inc. | 31,898 | $7.65M | 0.40% | +4,177+15.1% | Added |
| Lavaca Capital LLC | 32,339 | $7.62M | 3.02% | +10,159+45.8% | Added |
| Souders Financial Advisors | 31,757 | $7.62M | 1.74% | +1,643+5.5% | Added |
| LVW Advisors, LLC | 31,744 | $7.61M | 1.60% | −394−1.2% | Reduced |
| Stonnington Group, LLC | 33,241 | $7.61M | 2.10% | −2,908−8.0% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 31,720 | $7.61M | 2.50% | +657+2.1% | Added |
| TFG Advisers LLC | 31,692 | $7.60M | 3.90% | −245−0.8% | Reduced |
| Whitford Management LLC | 31,676 | $7.60M | 4.88% | +31,676 | New |
| Newman Dignan & Sheerar, Inc. | 31,670 | $7.60M | 2.52% | −346−1.1% | Reduced |
| Birch Capital Management, LLC | 31,647 | $7.59M | 5.22% | +2,575+8.9% | Added |
| Eastover Investment Advisors LLC | 31,573 | $7.57M | 4.34% | −146−0.5% | Reduced |
| Chatham Capital Group, Inc. | 31,542 | $7.56M | 1.77% | +3,226+11.4% | Added |
| CCG Wealth Management, LLC | 31,495 | $7.55M | 4.20% | +372+1.2% | Added |
| Lakehouse Capital Pty Ltd | 31,442 | $7.54M | 7.48% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 29,332 | $7.54M | 1.84% | −40.0% | Reduced |