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 |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 31,352 | $7.52M | 1.83% | −204−0.6% | Reduced |
| Davidson Trust Co | 31,341 | $7.52M | 6.64% | −363−1.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 31,310 | $7.51M | 2.46% | +186+0.6% | Added |
| Muhlenkamp & Co Inc | 31,264 | $7.50M | 3.18% | −21−0.1% | Reduced |
| Boit C F David | 31,204 | $7.48M | 5.33% | +44+0.1% | Added |
| Affinity Wealth Management LLC | 31,137 | $7.47M | 1.77% | +1,699+5.8% | Added |
| Financial Partners Group, LLC | 31,128 | $7.47M | 4.41% | +31,128 | New |
| WealthTrust Axiom LLC | 31,072 | $7.45M | 2.60% | −123−0.4% | Reduced |
| Oarsman Capital, Inc. | 31,065 | $7.45M | 3.80% | −434−1.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 31,064 | $7.45M | 8.18% | +257+0.8% | Added |
| Carroll Investors, Inc | 31,054 | $7.45M | 7.90% | −3,184−9.3% | Reduced |
| Advocate Group LLC | 31,058 | $7.45M | 1.60% | +1,518+5.1% | Added |
| Sawyer & Company, Inc | 31,051 | $7.45M | 3.67% | +180+0.6% | Added |
| M&R Capital Management Inc | 31,032 | $7.44M | 2.05% | −1,085−3.4% | Reduced |
| Sandhill Capital Partners LLC | 31,026 | $7.44M | 0.79% | +10,702+52.7% | Added |
| Field & Main Bank | 30,984 | $7.43M | 4.79% | −1,110−3.5% | Reduced |
| Nadler Financial Group, Inc. | 30,926 | $7.42M | 1.29% | +85+0.3% | Added |
| Lederer & Associates Investment Counsel | 30,834 | $7.39M | 6.04% | −1,034−3.2% | Reduced |
| Hamel Associates, Inc. | 30,818 | $7.39M | 2.57% | +200+0.7% | Added |
| Loudon Investment Management, LLC | 30,806 | $7.39M | 5.33% | +127+0.4% | Added |
| Triangle Securities Wealth Management | 30,794 | $7.39M | 2.71% | −107−0.3% | Reduced |
| Northstar Asset Management LLC | 30,770 | $7.38M | 2.33% | +35+0.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 30,766 | $7.38M | 3.79% | +60+0.2% | Added |
| Cramer Rosenthal McGlynn LLC | 30,737 | $7.37M | 0.32% | −495−1.6% | Reduced |
| Wisconsin Capital Management LLC | 30,707 | $7.36M | 5.59% | −1,750−5.4% | Reduced |
| Zullo Investment Group, Inc. | 30,679 | $7.36M | 4.50% | +439+1.5% | Added |
| Bridge Creek Capital Management LLC | 30,644 | $7.35M | 2.87% | −500−1.6% | Reduced |
| Delta Financial Advisors LLC | 30,502 | $7.31M | 3.55% | −163−0.5% | Reduced |
| Cutler Group LP | 30,500 | $7.31M | 0.89% | −11,945−28.1% | Reduced |
| Atlas Wealth LLC | 30,443 | $7.30M | 1.97% | +30,443 | New |
| Buttonwood Financial Advisors Inc. | 30,420 | $7.30M | 6.14% | −410−1.3% | Reduced |
| Cardiff Park Advisors, LLC | 30,396 | $7.29M | 1.02% | +2,007+7.1% | Added |
| Icapital Wealth LLC | 30,358 | $7.28M | 5.62% | −10,826−26.3% | Reduced |
| Socorro Asset Management LP | 30,354 | $7.28M | 3.16% | +2,810+10.2% | Added |
| SlateStone Wealth, LLC | 30,350 | $7.28M | 1.76% | +10,653+54.1% | Added |
| Blume Capital Management, Inc. | 30,341 | $7.28M | 2.46% | −994−3.2% | Reduced |
| Andesa Financial Management Inc. | 30,311 | $7.27M | 3.96% | −21,996−42.1% | Reduced |
| Windward Capital Management Co | 30,305 | $7.27M | 0.79% | −113−0.4% | Reduced |
| MCF Advisors LLC | 30,290 | $7.26M | 0.74% | +5,243+20.9% | Added |
| Mill Creek Capital Advisors, LLC | 30,254 | $7.26M | 0.30% | +30,254 | New |
| Parkside Financial Bank & Trust | 30,179 | $7.24M | 2.09% | +1,210+4.2% | Added |
| Frisch Financial Group, Inc. | 30,137 | $7.23M | 2.71% | +723+2.5% | Added |
| Plancorp, LLC | 30,085 | $7.21M | 0.43% | +634+2.2% | Added |
| Cary Street Partners Asset Management LLC | 30,071 | $7.21M | 1.46% | +3,851+14.7% | Added |
| Financial Advisory Service, Inc. | 30,061 | $7.21M | 0.82% | +2,222+8.0% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $7.19M | 2.25% | 00.0% | Unchanged |
| Ardmore Road Asset Management LP | 30,000 | $7.19M | 3.73% | +30,000 | New |
| Meridian Investment Counsel Inc. | 29,995 | $7.19M | 2.87% | −48−0.2% | Reduced |
| Journey Strategic Wealth LLC | 29,967 | $7.19M | 0.85% | +9,470+46.2% | Added |
| Gibraltar Capital Management, Inc. | 29,961 | $7.19M | 3.40% | +180+0.6% | Added |
| Andra AP-fonden | 29,900 | $7.17M | 0.22% | +10,100+51.0% | Added |
| Drexel Morgan & Co. | 29,869 | $7.16M | 1.47% | +226+0.8% | Added |
| Excalibur Management Corp | 29,862 | $7.16M | 3.74% | −206−0.7% | Reduced |
| Great Lakes Retirement, Inc. | 29,860 | $7.16M | 1.83% | +29,860 | New |
| Mirador Capital Partners LP | 29,786 | $7.14M | 1.69% | +1,557+5.5% | Added |
| Harrington Investments, INC | 29,754 | $7.14M | 5.16% | +509+1.7% | Added |
| FWL Investment Management, LLC | 29,728 | $7.13M | 5.40% | +1,399+4.9% | Added |
| Laffer Tengler Investments | 29,704 | $7.12M | 2.05% | +4,199+16.5% | Added |
| Telos Capital Management, Inc. | 29,702 | $7.12M | 1.04% | +4,105+16.0% | Added |
| Endurance Wealth Management, Inc. | 29,695 | $7.12M | 1.07% | +60+0.2% | Added |
| Asio Capital, LLC | 29,676 | $7.12M | 2.05% | −256−0.9% | Reduced |
| Mandatum Life Insurance Co Ltd | 29,657 | $7.11M | 2.16% | −1,661−5.3% | Reduced |
| Menlo Advisors LLC | 29,615 | $7.10M | 5.34% | −381−1.3% | Reduced |
| Mystic Asset Management, Inc. | 29,562 | $7.09M | 4.03% | −187−0.6% | Reduced |
| Penbrook Management LLC | 29,508 | $7.08M | 6.03% | −3,190−9.8% | Reduced |
| Paradigm Asset Management Co LLC | 29,500 | $7.07M | 1.99% | +29,500 | New |
| Alight Capital Management LP | 29,500 | $7.07M | 7.54% | +29,500 | New |
| Keystone Financial Planning, Inc. | 29,498 | $7.07M | 2.38% | −203−0.7% | Reduced |
| Chase Investment Counsel Corp | 29,490 | $7.07M | 4.33% | −7,478−20.2% | Reduced |
| Aperture Investors, LLC | 29,448 | $7.06M | 1.16% | −7,879−21.1% | Reduced |
| Thematics Asset Management | 29,413 | $7.05M | 0.43% | +29,413 | New |
| Integrity Advisory, LLC | 29,377 | $7.05M | 6.45% | +25,397+638.1% | Added |
| Signet Financial Management, LLC | 29,333 | $7.03M | 1.26% | +386+1.3% | Added |
| Resurgent Financial Advisors LLC | 29,329 | $7.03M | 3.76% | +164+0.6% | Added |
| Delta Investment Management, LLC | 29,297 | $7.03M | 2.28% | −72−0.2% | Reduced |
| Eukles Asset Management | 29,299 | $7.03M | 4.10% | +972+3.4% | Added |
| Mendel Money Management | 29,275 | $7.02M | 3.99% | +1,580+5.7% | Added |
| General Partner, Inc. | 29,262 | $7.02M | 6.46% | +29,262 | New |
| Cherry Creek Investment Advisors, Inc. | 29,220 | $7.01M | 5.44% | +194+0.7% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 29,209 | $7.00M | 5.36% | +525+1.8% | Added |
| Peoples Financial Services Corp. | 29,206 | $7.00M | 3.28% | −602−2.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 29,202 | $7.00M | 5.21% | −165−0.6% | Reduced |
| Evanson Asset Management, LLC | 29,180 | $7.00M | 0.77% | −926−3.1% | Reduced |
| Roanoke Asset Management Corp | 29,109 | $6.98M | 3.18% | −1,675−5.4% | Reduced |
| Quent Capital, LLC | 29,101 | $6.98M | 1.28% | +1,017+3.6% | Added |
| Strategic Investment Advisors | 29,081 | $6.97M | 1.45% | +875+3.1% | Added |
| BSW Wealth Partners | 29,076 | $6.97M | 1.50% | +2,137+7.9% | Added |
| North Growth Management Ltd. | 29,000 | $6.96M | 1.58% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 29,003 | $6.96M | 6.24% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 28,790 | $6.94M | 0.90% | −7,402−20.5% | Reduced |
| Palo Alto Wealth Advisors, LLC | 28,832 | $6.91M | 5.89% | +28,832 | New |
| Geo Capital Gestora de Recursos Ltd | 28,813 | $6.91M | 5.52% | −707−2.4% | Reduced |
| Simon Quick Advisors, LLC | 28,802 | $6.91M | 0.82% | +4,922+20.6% | Added |
| Highlander Capital Management, LLC | 28,775 | $6.90M | 3.61% | 00.0% | Unchanged |
| Boston Partners | 28,770 | $6.90M | 0.01% | −12,259−29.9% | Reduced |
| Wimmer Associates 1, LLC | 28,722 | $6.89M | 4.55% | −79−0.3% | Reduced |
| Enterprise Financial Services Corp | 28,699 | $6.88M | 4.75% | +205+0.7% | Added |
| VeraBank, N.A. | 28,697 | $6.88M | 3.44% | +71+0.2% | Added |
| Wilson Asset Management (International) Pty Ltd | 28,647 | $6.87M | 2.09% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 28,634 | $6.87M | 0.86% | −1,375−4.6% | Reduced |