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 |
|---|---|---|---|---|---|
| Mount Vernon Associates Inc | 23,037 | $5.53M | 7.10% | −465−2.0% | Reduced |
| Alaethes Wealth LLC | 23,027 | $5.52M | 3.80% | +364+1.6% | Added |
| Banco de Sabadell, S.A | 24,479 | $5.52M | 4.67% | −1,009−4.0% | Reduced |
| CWS Financial Advisors, LLC | 23,386 | $5.51M | 2.38% | +1,913+8.9% | Added |
| O'Brien Greene & Co. Inc | 22,962 | $5.51M | 2.09% | −55,752−70.8% | Reduced |
| Martin Capital Partners, LLC | 22,914 | $5.50M | 2.27% | −907−3.8% | Reduced |
| Parisi Gray Wealth Management | 22,911 | $5.49M | 2.71% | +6,034+35.8% | Added |
| Encompass Wealth Advisors, LLC | 22,909 | $5.49M | 2.00% | −683−2.9% | Reduced |
| Boxwood Ventures, Inc. | 22,898 | $5.49M | 9.85% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 22,891 | $5.49M | 2.19% | −513−2.2% | Reduced |
| Winton Group Ltd | 22,871 | $5.48M | 0.36% | +20,515+870.8% | Added |
| Forte Capital LLC | 22,824 | $5.47M | 0.94% | +2,244+10.9% | Added |
| Hickory Lane Capital Management LP | 22,750 | $5.46M | 7.23% | −1,250−5.2% | Reduced |
| Wealth Management Partners, LLC | 23,000 | $5.45M | 4.55% | +1,000+4.5% | Added |
| David Loasby | 23,114 | $5.45M | 0.72% | +5,589+31.9% | Added |
| Fruth Investment Management | 22,704 | $5.44M | 1.59% | −50−0.2% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 22,665 | $5.44M | 3.37% | +2,317+11.4% | Added |
| Magnus Financial Group LLC | 22,662 | $5.43M | 0.89% | +488+2.2% | Added |
| Sheets Smith Wealth Management | 22,647 | $5.43M | 0.85% | −600−2.6% | Reduced |
| Lee Capital Holdings LLC | 22,600 | $5.42M | 8.72% | −500−2.2% | Reduced |
| Hengehold Capital Management LLC | 22,593 | $5.42M | 0.75% | +698+3.2% | Added |
| Prudent Investors Network | 22,536 | $5.40M | 2.55% | +21,257+1,662.0% | Added |
| Investment Partners, Ltd. | 22,531 | $5.40M | 2.86% | −24,179−51.8% | Reduced |
| Solstein Capital, LLC | 22,522 | $5.40M | 4.52% | −2,123−8.6% | Reduced |
| United Fire Group Inc | 22,500 | $5.40M | 3.19% | 00.0% | Unchanged |
| Scott Capital Advisors, LLC | 22,492 | $5.39M | 3.06% | +32+0.1% | Added |
| Quadrant Private Wealth Management, LLC | 22,485 | $5.39M | 1.81% | +22,485 | New |
| Strategic Wealth Designers | 22,858 | $5.39M | 1.25% | +2,819+14.1% | Added |
| Spirit of America Management Corp | 22,439 | $5.38M | 1.21% | −300−1.3% | Reduced |
| Sturgeon Ventures LLP | 22,411 | $5.37M | 4.33% | −21,490−49.0% | Reduced |
| In-Depth Partners, LLC | 22,401 | $5.37M | 9.80% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 22,397 | $5.37M | 0.73% | +14,500+183.6% | Added |
| AMJ Financial Wealth Management | 22,397 | $5.37M | 3.18% | −1,261−5.3% | Reduced |
| Compton Wealth Advisory Group, LLC | 22,391 | $5.37M | 2.09% | −82−0.4% | Reduced |
| EagleClaw Capital Managment, LLC | 22,372 | $5.37M | 1.30% | −192−0.9% | Reduced |
| Agate Pass Investment Management, LLC | 22,370 | $5.36M | 3.79% | −100.0% | Reduced |
| Atlas Brown,Inc. | 22,364 | $5.36M | 2.64% | −543−2.4% | Reduced |
| First County Bank | 22,339 | $5.36M | 2.57% | +22,339 | New |
| MV Capital Management, Inc. | 22,326 | $5.35M | 0.83% | +455+2.1% | Added |
| Marino, Stram & Associates LLC | 22,299 | $5.35M | 1.68% | +900+4.2% | Added |
| IMS Capital Management | 22,294 | $5.35M | 3.42% | +333+1.5% | Added |
| Accuvest Global Advisors | 22,252 | $5.34M | 1.77% | +10,057+82.5% | Added |
| Crescent Grove Advisors, LLC | 22,218 | $5.33M | 0.55% | +2,443+12.4% | Added |
| Evolutionary Tree Capital Management, LLC | 22,156 | $5.31M | 5.10% | +3,640+19.7% | Added |
| Brooks, Moore & Associates, Inc. | 22,147 | $5.31M | 3.88% | +290+1.3% | Added |
| First Pacific Advisors, LP | 22,100 | $5.30M | 0.08% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 22,092 | $5.30M | 2.08% | +22,092 | New |
| Bancreek Capital Management, LP | 22,079 | $5.29M | 4.29% | +1,428+6.9% | Added |
| Murphy Pohlad Asset Management LLC | 22,076 | $5.29M | 2.17% | −270−1.2% | Reduced |
| Regatta Capital Group, LLC | 22,058 | $5.29M | 1.88% | +1,086+5.2% | Added |
| Security Asset Management | 22,022 | $5.28M | 2.93% | −741−3.3% | Reduced |
| Barings LLC | 22,008 | $5.28M | 0.19% | −4,912−18.2% | Reduced |
| Greenline Partners, LLC | 22,000 | $5.28M | 1.04% | −6,196−22.0% | Reduced |
| Alcosta Capital Management, Inc. | 21,990 | $5.27M | 5.31% | −501−2.2% | Reduced |
| TBH Global Asset Management, LLC | 21,935 | $5.26M | 1.28% | +462+2.2% | Added |
| Forefront Wealth Management Inc. | 21,887 | $5.25M | 7.07% | +101+0.5% | Added |
| RB Capital Management, LLC | 21,817 | $5.23M | 1.91% | +78+0.4% | Added |
| Cable Hill Partners, LLC | 21,747 | $5.22M | 0.93% | +805+3.8% | Added |
| Kensington Investment Counsel, LLC | 21,729 | $5.21M | 4.09% | −204−0.9% | Reduced |
| Redwood Investments, LLC | 21,707 | $5.21M | 0.70% | −1,188−5.2% | Reduced |
| Apexium Financial, LP | 21,705 | $5.21M | 0.54% | +147+0.7% | Added |
| Beaumont Asset Management, L.L.C. | 21,682 | $5.20M | 3.81% | +292+1.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 21,673 | $5.20M | 2.76% | −1,062−4.7% | Reduced |
| Force Hill Capital Management LP | 21,665 | $5.20M | 2.01% | −10,070−31.7% | Reduced |
| Peloton Wealth Strategists | 21,658 | $5.19M | 2.50% | +170+0.8% | Added |
| Winthrop Advisory Group LLC | 21,656 | $5.19M | 0.99% | +1,621+8.1% | Added |
| Kistler-Tiffany Companies, LLC | 21,638 | $5.19M | 1.07% | +797+3.8% | Added |
| Cito Capital Group, LLC | 21,599 | $5.18M | 2.85% | +98+0.5% | Added |
| Clarity Financial LLC | 21,568 | $5.17M | 1.00% | −12,459−36.6% | Reduced |
| Security National Bank of So Dak | 21,554 | $5.17M | 3.75% | +2,813+15.0% | Added |
| Fairfield Financial Advisors, LTD | 21,524 | $5.16M | 2.37% | −2,335−9.8% | Reduced |
| Baker Boyer National Bank | 21,514 | $5.16M | 2.17% | +65+0.3% | Added |
| Smith, Moore & Co. | 21,506 | $5.16M | 0.72% | +948+4.6% | Added |
| MTM Investment Management, LLC | 21,480 | $5.15M | 2.67% | −880−3.9% | Reduced |
| Hudson Value Partners, LLC | 21,476 | $5.15M | 3.16% | −1,370−6.0% | Reduced |
| Brandes Investment Partners, LP | 21,457 | $5.15M | 0.14% | −3,090−12.6% | Reduced |
| Sculati Wealth Management, LLC | 21,421 | $5.14M | 2.89% | −709−3.2% | Reduced |
| Woodward Diversified Capital, LLC | 21,416 | $5.14M | 4.13% | −720−3.3% | Reduced |
| New Potomac Partners, LLC | 21,395 | $5.13M | 3.80% | −11−0.1% | Reduced |
| Blue Edge Capital, LLC | 21,352 | $5.12M | 1.17% | +32+0.2% | Added |
| Settian Capital LP | 21,350 | $5.12M | 4.48% | +1,500+7.6% | Added |
| Relyea Zuckerberg Hanson LLC | 21,346 | $5.12M | 1.46% | +2,691+14.4% | Added |
| MONECO Advisors, LLC | 21,331 | $5.12M | 1.85% | +222+1.1% | Added |
| Dorchester Wealth Management Co | 21,291 | $5.11M | 1.21% | −3,228−13.2% | Reduced |
| Charles Schwab Trust Co | 21,280 | $5.10M | 0.67% | −691−3.1% | Reduced |
| Keudell/Morrison Wealth Management | 21,263 | $5.10M | 1.64% | +674+3.3% | Added |
| WC Walker & Associates, Inc. | 20,235 | $5.09M | 2.70% | +1,366+7.2% | Added |
| First Commonwealth Financial Corp | 21,170 | $5.08M | 1.89% | +143+0.7% | Added |
| Everhart Financial Group, Inc. | 21,166 | $5.08M | 2.55% | +4,501+27.0% | Added |
| Stableford Capital II LLC | 22,345 | $5.07M | 2.75% | +64+0.3% | Added |
| Synergy Financial Group, LTD | 21,158 | $5.07M | 10.02% | +1,146+5.7% | Added |
| Wealth Effects LLC | 21,156 | $5.07M | 2.90% | −357−1.7% | Reduced |
| Winning Points Advisors, LLC | 21,135 | $5.07M | 6.46% | −75−0.4% | Reduced |
| Audent Global Asset Management, LLC | 21,087 | $5.06M | 11.14% | −2,878−12.0% | Reduced |
| KWMG, LLC | 21,062 | $5.05M | 0.72% | +655+3.2% | Added |
| Sittner & Nelson, LLC | 21,032 | $5.04M | 3.08% | +611+3.0% | Added |
| Main Street Financial Solutions, LLC | 21,012 | $5.04M | 0.79% | −212−1.0% | Reduced |
| Dohj, LLC | 21,014 | $5.04M | 2.83% | +850+4.2% | Added |
| Advisor Resource Council | 21,011 | $5.04M | 2.99% | +842+4.2% | Added |
| Bank Pictet & Cie (Asia) Ltd | 20,989 | $5.03M | 1.81% | +3,926+23.0% | Added |