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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Cim Investment Mangement Inc | 25,632 | $6.15M | 2.42% | −594−2.3% | Reduced |
| Vista Capital Partners, Inc. | 25,592 | $6.14M | 0.96% | −754−2.9% | Reduced |
| Key Financial Inc | 26,349 | $6.14M | 2.90% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 25,579 | $6.13M | 3.73% | −670−2.6% | Reduced |
| Fortis Capital Advisors, LLC | 25,511 | $6.12M | 3.65% | +25,511 | New |
| Colony Family Offices, LLC | 25,510 | $6.12M | 2.55% | +75+0.3% | Added |
| Lee Financial Co | 25,437 | $6.10M | 1.04% | +141+0.6% | Added |
| Heartland Bank & Trust Co | 25,349 | $6.08M | 4.49% | −2,394−8.6% | Reduced |
| Curbstone Financial Management Corp | 25,304 | $6.07M | 1.52% | −3,070−10.8% | Reduced |
| Washington Trust Advisors, Inc. | 25,301 | $6.07M | 0.66% | −6,539−20.5% | Reduced |
| Perpetual Investment Management Ltd | 25,286 | $6.06M | 0.72% | +1,200+5.0% | Added |
| Adirondack Trust Co | 25,284 | $6.06M | 3.14% | −443−1.7% | Reduced |
| Coulter & Justus Financial Services, LLC | 25,279 | $6.06M | 4.12% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 25,240 | $6.05M | 0.92% | +10,578+72.1% | Added |
| Windle Wealth, LLC | 25,221 | $6.05M | 4.72% | +25,221 | New |
| Beta Wealth Group, Inc. | 25,182 | $6.04M | 4.05% | +1,421+6.0% | Added |
| Platte River Wealth Advisors, LLC | 25,123 | $6.03M | 2.55% | −208−0.8% | Reduced |
| Valley Brook Capital Group | 25,072 | $6.01M | 5.77% | +337+1.4% | Added |
| Ascension Asset Management LLC | 25,070 | $6.01M | 4.34% | −125−0.5% | Reduced |
| Finer Wealth Management, Inc. | 25,044 | $6.01M | 5.62% | −641−2.5% | Reduced |
| Optas, LLC | 25,001 | $6.00M | 2.47% | +651+2.7% | Added |
| Center Lake Capital Management, LLC | 25,000 | $6.00M | 8.89% | −56,000−69.1% | Reduced |
| Harbor Advisors LLC | 25,000 | $6.00M | 1.50% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 24,958 | $5.99M | 2.28% | −388−1.5% | Reduced |
| Studio Investment Management LLC | 24,956 | $5.98M | 1.94% | +50.0% | Added |
| Principal Street Partners, LLC | 24,946 | $5.98M | 1.51% | +65+0.3% | Added |
| Probity Advisors, Inc. | 24,940 | $5.98M | 1.35% | +270+1.1% | Added |
| Perennial Investment Advisors, LLC | 24,909 | $5.97M | 2.43% | −466−1.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 24,894 | $5.97M | 2.13% | −315−1.2% | Reduced |
| Nicolet Bankshares Inc | 31,999 | $5.95M | 2.05% | −1,182−3.6% | Reduced |
| Aldebaran Capital, LLC | 24,796 | $5.95M | 6.15% | +24,796 | New |
| Ayrshire Capital Management LLC | 24,766 | $5.94M | 4.16% | +100+0.4% | Added |
| PDS Planning, Inc | 24,731 | $5.93M | 0.95% | +426+1.8% | Added |
| Ignite Planners, LLC | 23,862 | $5.92M | 2.48% | +2,659+12.5% | Added |
| Consilio Wealth Advisors, LLC | 24,591 | $5.90M | 3.77% | +3,781+18.2% | Added |
| Wambolt & Associates, LLC | 24,586 | $5.90M | 2.26% | +234+1.0% | Added |
| SPC Financial, Inc. | 24,572 | $5.89M | 0.70% | −119−0.5% | Reduced |
| Horizon Investment Services, LLC | 24,568 | $5.89M | 4.28% | −429−1.7% | Reduced |
| Herr Investment Group LLC | 24,531 | $5.88M | 1.12% | +24,531 | New |
| CMT Capital Markets Trading GmbH | 24,500 | $5.88M | 3.27% | +12,000+96.0% | Added |
| TCWP LLC | 24,386 | $5.86M | 1.19% | +328+1.4% | Added |
| Commonwealth Retirement Investments LLC | 24,416 | $5.86M | 3.55% | +24,416 | New |
| Poehling Capital Management, LLC | 24,404 | $5.85M | 2.19% | −120.0% | Reduced |
| Trust Investment Advisors | 24,384 | $5.85M | 5.52% | +594+2.5% | Added |
| HWG Holdings LP | 24,361 | $5.84M | 3.81% | −1,257−4.9% | Reduced |
| WealthShield Partners, LLC | 24,350 | $5.84M | 1.12% | +1,665+7.3% | Added |
| Pinnacle Bancorp, Inc. | 24,276 | $5.82M | 2.24% | −60−0.2% | Reduced |
| Private Ocean, LLC | 24,254 | $5.82M | 0.72% | +336+1.4% | Added |
| Halbert Hargrove Global Advisors, LLC | 24,232 | $5.81M | 0.42% | −1,002−4.0% | Reduced |
| Lindenwold Advisors | 24,205 | $5.80M | 3.89% | +520+2.2% | Added |
| Ballast Advisors LLC | 24,193 | $5.80M | 2.54% | +8,665+55.8% | Added |
| HBW Advisory Services LLC | 24,172 | $5.80M | 1.55% | −10.0% | Reduced |
| RPg Family Wealth Advisory, LLC | 24,167 | $5.80M | 3.97% | −112−0.5% | Reduced |
| Stolper Co | 24,123 | $5.79M | 2.54% | +985+4.3% | Added |
| Orleans Capital Management Corp | 24,119 | $5.78M | 4.43% | −97−0.4% | Reduced |
| All Terrain Financial Advisors, LLC | 24,045 | $5.77M | 2.93% | +303+1.3% | Added |
| McDonough Capital Management, Inc | 24,039 | $5.76M | 6.68% | +176+0.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 24,021 | $5.76M | 1.87% | +1,514+6.7% | Added |
| Leisure Capital Management | 24,014 | $5.76M | 2.98% | −415−1.7% | Reduced |
| Family Legacy, Inc. | 23,919 | $5.76M | 2.52% | +515+2.2% | Added |
| Key Client Fiduciary Advisors, LLC | 23,990 | $5.75M | 3.93% | +7,075+41.8% | Added |
| Park Place Capital Corp | 23,969 | $5.75M | 1.62% | +23,969 | New |
| RFP Financial Group LLC | 23,899 | $5.73M | 2.57% | +23,899 | New |
| GYL Financial Synergies, LLC | 23,896 | $5.73M | 1.24% | +665+2.9% | Added |
| Bridgewater Advisors Inc. | 23,879 | $5.73M | 1.39% | −16,301−40.6% | Reduced |
| IFP Advisors, Inc | 158,977 | $5.72M | 0.18% | −5,632−3.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 23,825 | $5.71M | 1.29% | +223+0.9% | Added |
| Elgethun Capital Management | 23,958 | $5.71M | 2.06% | −566−2.3% | Reduced |
| Townsend Asset Management Corp | 23,790 | $5.71M | 2.86% | +886+3.9% | Added |
| Moseley Investment Management Inc | 23,747 | $5.69M | 4.08% | −401−1.7% | Reduced |
| Annandale Capital, LLC | 23,688 | $5.68M | 1.88% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 23,659 | $5.67M | 1.22% | −1,508−6.0% | Reduced |
| GraniteShares Advisors LLC | 23,628 | $5.67M | 4.68% | −3,349−12.4% | Reduced |
| Castle Rock Wealth Management, LLC | 22,756 | $5.64M | 2.52% | −239−1.0% | Reduced |
| Patton Albertson Miller Group, LLC | 23,524 | $5.64M | 1.04% | −2,147−8.4% | Reduced |
| Wharton Business Group, LLC | 23,520 | $5.64M | 0.33% | +545+2.4% | Added |
| Signet Investment Advisory Group, Inc. | 23,509 | $5.64M | 3.97% | −142−0.6% | Reduced |
| Van Leeuwen & Company, LLC | 23,427 | $5.62M | 3.88% | +216+0.9% | Added |
| Trail Ridge Investment Advisors, LLC | 23,417 | $5.62M | 3.87% | +81+0.3% | Added |
| RiverPark Advisors, LLC | 23,412 | $5.61M | 2.68% | −15,147−39.3% | Reduced |
| Strong Tower Advisory Services | 23,398 | $5.61M | 3.37% | +1,344+6.1% | Added |
| Costello Asset Management, INC | 23,366 | $5.60M | 5.05% | −200−0.8% | Reduced |
| Beck Capital Management, LLC | 23,362 | $5.60M | 2.36% | −3,538−13.2% | Reduced |
| Somerset Group LLC | 23,337 | $5.60M | 4.93% | −108−0.5% | Reduced |
| Tradition Wealth Management, LLC | 23,336 | $5.60M | 0.79% | −5,403−18.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 23,316 | $5.59M | 0.81% | −1,128−4.6% | Reduced |
| Guinness Atkinson Asset Management Inc | 23,265 | $5.58M | 3.51% | −957−4.0% | Reduced |
| Byrne Asset Management LLC | 23,213 | $5.57M | 4.03% | −166−0.7% | Reduced |
| Crown Wealth Group, LLC | 23,202 | $5.56M | 5.23% | +93+0.4% | Added |
| Vivaldi Capital Management, LLC | 24,495 | $5.56M | 1.38% | +704+3.0% | Added |
| Quattro Financial Advisors LLC | 23,180 | $5.56M | 2.22% | +5,680+32.5% | Added |
| Stevens Capital Management LP | 23,163 | $5.55M | 3.51% | +23,163 | New |
| Hudson Canyon Capital Management | 23,150 | $5.55M | 5.12% | 00.0% | Unchanged |
| Wrapmanager Inc | 23,146 | $5.55M | 1.78% | +1,098+5.0% | Added |
| Founders Financial Securities LLC | 23,118 | $5.54M | 0.87% | +181+0.8% | Added |
| Emerald Advisers, LLC | 23,101 | $5.54M | 0.27% | +1,419+6.5% | Added |
| Institutional & Family Asset Management, LLC | 23,081 | $5.54M | 0.93% | −58−0.3% | Reduced |
| Garrett Investment Advisors LLC | 23,077 | $5.53M | 0.97% | +7,381+47.0% | Added |
| Beacon Investment Advisors LLC | 23,072 | $5.53M | 4.62% | +23,072 | New |
| Centerpoint Advisors, LLC | 23,064 | $5.53M | 2.59% | +1,406+6.5% | Added |