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 |
|---|---|---|---|---|---|
| Brookfield Asset Management Inc. | 28,632 | $6.87M | 0.03% | −25,212−46.8% | Reduced |
| Capricorn Fund Managers Ltd | 28,627 | $6.87M | 1.76% | −2,183−7.1% | Reduced |
| Jupiter Wealth Management LLC | 28,620 | $6.86M | 6.64% | +1,000+3.6% | Added |
| WESPAC Advisors, LLC | 28,610 | $6.86M | 11.88% | −96−0.3% | Reduced |
| Piscataqua Savings Bank | 28,585 | $6.86M | 5.79% | −358−1.2% | Reduced |
| Legato Capital Management LLC | 28,577 | $6.85M | 1.31% | +3,013+11.8% | Added |
| Clear Creek Financial Management, LLC | 28,551 | $6.85M | 1.50% | −1,350−4.5% | Reduced |
| Heron Bay Capital Management | 28,546 | $6.85M | 4.24% | −4,812−14.4% | Reduced |
| McMillion Capital Management Inc | 28,510 | $6.84M | 6.19% | −508−1.8% | Reduced |
| Exeter Financial, LLC | 28,471 | $6.83M | 3.56% | +26+0.1% | Added |
| Founders Capital Management | 28,459 | $6.83M | 5.13% | +53+0.2% | Added |
| Blodgett Wealth Advisors, LLC | 28,437 | $6.82M | 8.29% | +66+0.2% | Added |
| LCNB Corp | 28,425 | $6.82M | 3.17% | −276−1.0% | Reduced |
| Fort Point Capital Partners LLC | 28,354 | $6.80M | 1.20% | −735−2.5% | Reduced |
| Transatlantique Private Wealth LLC | 28,365 | $6.79M | 4.06% | +2,281+8.7% | Added |
| SNS Financial Group, LLC | 28,317 | $6.79M | 0.92% | −66−0.2% | Reduced |
| Congress Park Capital LLC | 28,302 | $6.79M | 4.32% | +305+1.1% | Added |
| Lorne Steinberg Wealth Management Inc. | 28,289 | $6.78M | 2.91% | +439+1.6% | Added |
| Tandem Capital Management Corp | 28,264 | $6.78M | 5.34% | −225−0.8% | Reduced |
| AXS Investments LLC | 28,096 | $6.74M | 2.41% | −1,343−4.6% | Reduced |
| Versant Capital Management, Inc | 28,005 | $6.72M | 2.43% | −298−1.1% | Reduced |
| Personal Cfo Solutions, LLC | 27,992 | $6.71M | 1.42% | +803+3.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 27,994 | $6.71M | 4.90% | −1,832−6.1% | Reduced |
| Cambridge Financial Group, Inc. | 27,994 | $6.71M | 3.75% | −955−3.3% | Reduced |
| Oak Harvest Investment Services | 27,970 | $6.71M | 1.74% | −1,119−3.8% | Reduced |
| Occidental Asset Management, LLC | 27,854 | $6.68M | 1.82% | +1,228+4.6% | Added |
| Sunbelt Securities, Inc. | 27,831 | $6.67M | 1.30% | −606−2.1% | Reduced |
| Sonata Capital Group Inc | 27,789 | $6.66M | 3.70% | +1,146+4.3% | Added |
| David J Yvars Group | 27,765 | $6.66M | 8.34% | −2,161−7.2% | Reduced |
| First City Capital Management, Inc. | 27,742 | $6.65M | 4.01% | +313+1.1% | Added |
| Boyer & Corporon Wealth Management, LLC | 27,738 | $6.65M | 2.19% | +2,107+8.2% | Added |
| JT Stratford LLC | 27,732 | $6.65M | 2.13% | +1,400+5.3% | Added |
| SOL Capital Management CO | 27,713 | $6.65M | 1.18% | +1,685+6.5% | Added |
| RiverFront Investment Group, LLC | 134,876 | $6.64M | 1.51% | +225+0.2% | Added |
| Grove Bank & Trust | 27,673 | $6.64M | 1.46% | −4,049−12.8% | Reduced |
| Herald Investment Management Ltd | 27,642 | $6.63M | 1.63% | +2,010+7.8% | Added |
| Greenfield Savings Bank | 27,622 | $6.62M | 4.38% | −1,593−5.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 27,618 | $6.62M | 1.05% | −4,196−13.2% | Reduced |
| Aviance Capital Partners, LLC | 27,581 | $6.61M | 1.54% | −99−0.4% | Reduced |
| Founders Financial Alliance, LLC | 27,539 | $6.60M | 3.03% | −284−1.0% | Reduced |
| Caxton Associates LP | 27,500 | $6.60M | 0.48% | −1,534−5.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 27,483 | $6.59M | 3.30% | +27,483 | New |
| Arlington Partners LLC | 27,480 | $6.59M | 1.04% | +636+2.4% | Added |
| Once Capital Management, LLC | 27,400 | $6.57M | 9.48% | 00.0% | Unchanged |
| Lantz Financial LLC | 27,329 | $6.55M | 2.98% | +251+0.9% | Added |
| JNBA Financial Advisors | 27,323 | $6.55M | 0.91% | −1,717−5.9% | Reduced |
| Armstrong Advisory Group, Inc | 27,316 | $6.55M | 0.86% | +27,316 | New |
| Leeward Financial Partners, LLC | 27,281 | $6.54M | 4.52% | −2,051−7.0% | Reduced |
| Roman Butler Fullerton & Co | 27,213 | $6.54M | 3.38% | −3,789−12.2% | Reduced |
| True North Advisors, LLC | 27,208 | $6.52M | 2.23% | +1,610+6.3% | Added |
| StoneX Group Inc. | 27,102 | $6.50M | 0.77% | +341+1.3% | Added |
| Klingman & Associates, LLC | 27,046 | $6.49M | 0.57% | +2,198+8.8% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 26,998 | $6.47M | 2.59% | +1,253+4.9% | Added |
| NovaPoint Capital, LLC | 26,980 | $6.47M | 2.83% | −311−1.1% | Reduced |
| Eos Management, L.P. | 26,979 | $6.47M | 3.27% | +5,359+24.8% | Added |
| Redwood Investment Management, LLC | 26,958 | $6.46M | 0.86% | −7,491−21.7% | Reduced |
| C2C Wealth Management, LLC | 27,526 | $6.43M | 1.11% | −785−2.8% | Reduced |
| Okabena Investment Services Inc | 26,776 | $6.42M | 4.62% | −10,637−28.4% | Reduced |
| Resonant Capital Advisors, LLC | 26,697 | $6.40M | 0.80% | +4,126+18.3% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 26,672 | $6.40M | 0.06% | −777−2.8% | Reduced |
| Barton Investment Management | 26,635 | $6.39M | 1.26% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 26,631 | $6.39M | 4.25% | −143−0.5% | Reduced |
| Kingfisher Capital LLC | 26,543 | $6.37M | 1.69% | −2,744−9.4% | Reduced |
| Childress Capital Advisors, LLC | 26,530 | $6.36M | 2.11% | −1,540−5.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 26,514 | $6.36M | 2.53% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 26,484 | $6.35M | 7.73% | +613+2.4% | Added |
| Chelsea Counsel Co | 26,460 | $6.35M | 3.17% | −2,834−9.7% | Reduced |
| LMG Wealth Partners, LLC | 26,357 | $6.33M | 2.09% | +26,357 | New |
| Stelac Advisory Services LLC | 26,406 | $6.33M | 2.87% | −1,520−5.4% | Reduced |
| Executive Wealth Group LLC | 26,357 | $6.32M | 4.83% | −49−0.2% | Reduced |
| VisionPoint Advisory Group, LLC | 23,290 | $6.32M | 2.61% | −3,140−11.9% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 26,348 | $6.32M | 1.58% | −248−0.9% | Reduced |
| Aurora Investment Managers, LLC. | 26,325 | $6.31M | 6.32% | +239+0.9% | Added |
| First PREMIER Bank | 26,312 | $6.31M | 1.91% | +52+0.2% | Added |
| MEMBERS Trust Co | 26,306 | $6.31M | 0.20% | +40+0.2% | Added |
| Fortitude Advisory Group L.L.C. | 26,271 | $6.30M | 5.47% | +2,063+8.5% | Added |
| Lesa Sroufe & Co | 26,271 | $6.30M | 6.98% | −331−1.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 26,252 | $6.30M | 3.28% | +174+0.7% | Added |
| Monument Capital Management | 26,243 | $6.29M | 2.15% | +498+1.9% | Added |
| CNB Bank | 26,185 | $6.28M | 3.93% | +234+0.9% | Added |
| Liberty Capital Management, Inc. | 26,182 | $6.28M | 2.18% | −475−1.8% | Reduced |
| Brown Capital Management LLC | 26,180 | $6.28M | 0.10% | −1,005−3.7% | Reduced |
| Concorde Financial Corp | 26,899 | $6.26M | 4.22% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 26,114 | $6.26M | 1.66% | +714+2.8% | Added |
| Advisors Management Group Inc | 26,104 | $6.26M | 2.36% | +84+0.3% | Added |
| Ausdal Financial Partners, Inc. | 26,102 | $6.26M | 0.91% | −743−2.8% | Reduced |
| Oak Hill Wealth Advisors, LLC | 26,035 | $6.24M | 2.58% | +26,035 | New |
| Essex Savings Bank | 26,031 | $6.24M | 2.20% | −414−1.6% | Reduced |
| Ellevest, Inc. | 25,960 | $6.23M | 0.52% | +10,549+68.5% | Added |
| Trust Co of Kansas | 25,930 | $6.22M | 4.03% | −894−3.3% | Reduced |
| Westwood Wealth Management | 25,916 | $6.22M | 7.47% | +2,255+9.5% | Added |
| Bell Bank | 25,914 | $6.21M | 0.72% | −70−0.3% | Reduced |
| Michael B. Yongue | 25,913 | $6.21M | 5.84% | −1,058−3.9% | Reduced |
| SageView Advisory Group, LLC | 25,884 | $6.21M | 0.50% | +25,884 | New |
| SBK Financial, Inc. | 25,845 | $6.20M | 9.83% | −290−1.1% | Reduced |
| Manchester Capital Management LLC | 25,747 | $6.17M | 0.91% | +1,153+4.7% | Added |
| Eagle Capital Management, LLC | 25,729 | $6.17M | 4.53% | −156−0.6% | Reduced |
| Legacy Financial Advisors, Inc. | 25,670 | $6.16M | 1.33% | +5,212+25.5% | Added |
| Marathon Capital Management | 25,664 | $6.15M | 1.70% | −30−0.1% | Reduced |
| Ami Investment Management Inc | 25,644 | $6.15M | 3.18% | +457+1.8% | Added |