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 |
|---|---|---|---|---|---|
| L2 Asset Management, LLC | 20,988 | $5.03M | 3.25% | +1,465+7.5% | Added |
| My Legacy Advisors, LLC | 19,447 | $5.02M | 2.14% | +694+3.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 20,945 | $5.02M | 3.45% | +119+0.6% | Added |
| Revolve Wealth Partners, LLC | 20,938 | $5.02M | 1.44% | −83−0.4% | Reduced |
| Mraz, Amerine & Associates, Inc. | 20,905 | $5.01M | 1.18% | −22−0.1% | Reduced |
| Peterson Financial Group, Inc. | 20,891 | $5.01M | 6.62% | −10,805−34.1% | Reduced |
| Crestline Management, LP | 20,837 | $5.00M | 0.73% | +20,837 | New |
| Montchanin Asset Management, LLC | 20,833 | $5.00M | 6.83% | −455−2.1% | Reduced |
| Prospector Partners LLC | 20,817 | $4.99M | 0.69% | −8,300−28.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 20,811 | $4.99M | 1.08% | +1,316+6.8% | Added |
| AllGen Financial Advisors, Inc. | 20,800 | $4.99M | 3.58% | +635+3.1% | Added |
| Vectors Research Management, LLC | 20,788 | $4.99M | 1.29% | −190−0.9% | Reduced |
| Pacifica Partners Inc. | 21,013 | $4.98M | 3.38% | +2,346+12.6% | Added |
| Asset Management Corp | 20,750 | $4.98M | 4.17% | −5,566−21.2% | Reduced |
| Octavia Wealth Advisors, LLC | 20,749 | $4.98M | 1.23% | −28−0.1% | Reduced |
| RDA Financial Network | 20,637 | $4.95M | 2.49% | −314−1.5% | Reduced |
| Kercheville Advisors, LLC | 20,633 | $4.95M | 3.42% | −2,246−9.8% | Reduced |
| Advisor OS, LLC | 20,590 | $4.94M | 1.31% | +1,258+6.5% | Added |
| Keeler Thomas Management LLC | 20,667 | $4.94M | 2.49% | −9,315−31.1% | Reduced |
| Platinum Investment Management Ltd | 20,564 | $4.93M | 0.19% | −1,748−7.8% | Reduced |
| Bank of Stockton | 20,560 | $4.93M | 1.72% | −568−2.7% | Reduced |
| First United Bank Trust | 20,540 | $4.93M | 2.40% | −260−1.3% | Reduced |
| GFG Capital, LLC | 18,983 | $4.92M | 1.11% | −100−0.5% | Reduced |
| Seven Eight Capital, LP | 20,482 | $4.91M | 1.28% | −5,251−20.4% | Reduced |
| Keystone Wealth Services, LLC | 20,448 | $4.90M | 2.14% | +1,210+6.3% | Added |
| Nordwand Advisors, LLC | 38,197 | $4.90M | 0.61% | +38,197 | New |
| Financial Advisors, LLC | 20,432 | $4.90M | 1.34% | −986−4.6% | Reduced |
| Steamboat Capital Partners, LLC | 20,427 | $4.90M | 1.99% | +395+2.0% | Added |
| Bishop Rock Capital, L.P. | 20,371 | $4.89M | 6.51% | −18,540−47.6% | Reduced |
| Unison Asset Management LLC | 20,357 | $4.88M | 4.05% | 00.0% | Unchanged |
| M.D. Sass Investors Services, Inc. | 20,355 | $4.88M | 0.87% | −7,145−26.0% | Reduced |
| Graham Capital Management, L.P. | 20,275 | $4.86M | 0.19% | +3,597+21.6% | Added |
| Catalyst Financial Partners LLC | 20,246 | $4.86M | 2.50% | +20,246 | New |
| KG&L Capital Management,LLC | 20,222 | $4.85M | 2.80% | +1,016+5.3% | Added |
| Aft, Forsyth & Company, Inc. | 20,206 | $4.85M | 4.14% | −740−3.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 20,162 | $4.84M | 2.16% | −199−1.0% | Reduced |
| SignalPoint Asset Management, LLC | 20,143 | $4.83M | 1.69% | +1,084+5.7% | Added |
| Connecticut Wealth Management, LLC | 20,128 | $4.83M | 0.41% | +1,549+8.3% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $4.82M | 4.77% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 21,694 | $4.82M | 3.58% | −98−0.4% | Reduced |
| Alta Advisers Ltd | 20,100 | $4.82M | 2.89% | +500+2.6% | Added |
| Wealth Management Associates, Inc. | 20,089 | $4.82M | 3.21% | −32−0.2% | Reduced |
| Gilman Hill Asset Management, LLC | 20,078 | $4.82M | 0.99% | −15−0.1% | Reduced |
| Atticus Wealth Management, LLC | 20,040 | $4.81M | 1.98% | −706−3.4% | Reduced |
| Diversified Investment Strategies, LLC | 20,039 | $4.81M | 3.73% | −34−0.2% | Reduced |
| Barbara Oil Co. | 20,000 | $4.80M | 2.29% | 00.0% | Unchanged |
| S.A. Mason LLC | 19,998 | $4.80M | 3.61% | −1,346−6.3% | Reduced |
| Ahl Investment Management, Inc. | 19,989 | $4.79M | 4.45% | +427+2.2% | Added |
| Amica Retiree Medical Trust | 19,932 | $4.78M | 6.14% | −747−3.6% | Reduced |
| Carl P. Sherr & Co., LLC | 19,898 | $4.77M | 3.62% | +911+4.8% | Added |
| Triasima Portfolio Management inc. | 19,858 | $4.76M | 0.36% | −12,482−38.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 19,854 | $4.76M | 3.71% | +301+1.5% | Added |
| Insight Advisors, LLC | 19,872 | $4.76M | 1.67% | −190−0.9% | Reduced |
| Richelieu Gestion PLC | 19,830 | $4.76M | 4.98% | +3,480+21.3% | Added |
| Independent Solutions Wealth Management, LLC | 19,760 | $4.74M | 1.44% | −6,761−25.5% | Reduced |
| Lincluden Management Ltd | 19,751 | $4.74M | 0.56% | −106−0.5% | Reduced |
| Canton Hathaway, LLC | 19,736 | $4.73M | 1.65% | −520−2.6% | Reduced |
| CoreCap Advisors, LLC | 19,734 | $4.73M | 0.34% | +291+1.5% | Added |
| WD Rutherford LLC | 19,621 | $4.73M | 3.71% | −355−1.8% | Reduced |
| Bull Street Advisors, LLC | 19,696 | $4.72M | 2.45% | +60+0.3% | Added |
| Abundance Wealth Counselors | 19,673 | $4.72M | 1.28% | +821+4.4% | Added |
| Private Portfolio Partners LLC | 19,653 | $4.71M | 1.24% | −545−2.7% | Reduced |
| Handelsinvest Investeringsforvaltning | 19,599 | $4.70M | 0.74% | −5,143−20.8% | Reduced |
| CenterBook Partners LP | 19,581 | $4.70M | 0.77% | −4,524−18.8% | Reduced |
| Pettee Investors, Inc. | 19,577 | $4.70M | 2.30% | +1,145+6.2% | Added |
| Consolidated Press International Holdings Ltd | 19,560 | $4.69M | 1.62% | +19,560 | New |
| Alliance Wealth Advisors, LLC | 19,519 | $4.68M | 2.10% | +19,519 | New |
| Virginia Wealth Management Group, Inc. | 19,511 | $4.68M | 3.24% | +310+1.6% | Added |
| L.M. Kohn & Company | 19,508 | $4.68M | 2.19% | +546+2.9% | Added |
| Accurate Wealth Management, LLC | 20,407 | $4.67M | 1.72% | −1,227−5.7% | Reduced |
| Pacitti Group Inc. | 19,447 | $4.66M | 3.65% | −933−4.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 19,434 | $4.66M | 1.67% | −14−0.1% | Reduced |
| First Command Bank | 19,416 | $4.66M | 0.59% | −405−2.0% | Reduced |
| First Command Financial Services, Inc. | 19,416 | $4.66M | 0.59% | −405−2.0% | Reduced |
| Beacon Financial Group | 19,223 | $4.66M | 0.64% | +473+2.5% | Added |
| Bangor Savings Bank | 19,396 | $4.65M | 0.55% | −3,616−15.7% | Reduced |
| First Community Trust NA | 19,386 | $4.65M | 5.41% | +566+3.0% | Added |
| Fairhaven Wealth Management, LLC | 19,371 | $4.65M | 1.97% | +105+0.5% | Added |
| Kerrisdale Advisers, LLC | 19,354 | $4.64M | 1.38% | −18,894−49.4% | Reduced |
| Centennial Bank | 19,343 | $4.64M | 2.65% | +19,343 | New |
| US Asset Management LLC | 19,334 | $4.64M | 5.00% | +19,334 | New |
| Palmer Knight Co | 19,310 | $4.63M | 4.14% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 19,296 | $4.63M | 3.29% | +2,017+11.7% | Added |
| Bender Robert & Associates | 19,287 | $4.63M | 1.73% | +30.0% | Added |
| Globeflex Capital L P | 19,286 | $4.63M | 0.59% | +10,200+112.3% | Added |
| Wealth Dimensions Group, Ltd. | 19,284 | $4.62M | 1.89% | +674+3.6% | Added |
| Accredited Investors Inc. | 19,280 | $4.62M | 0.39% | +571+3.1% | Added |
| B&D White Capital Company, LLC | 19,278 | $4.62M | 1.62% | −5,130−21.0% | Reduced |
| Cape Ann Savings Bank | 19,252 | $4.62M | 3.38% | −108−0.6% | Reduced |
| Intellectus Partners, LLC | 19,245 | $4.62M | 1.61% | −270−1.4% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 19,242 | $4.61M | 1.01% | −4,512−19.0% | Reduced |
| Ar Asset Management Inc | 19,219 | $4.61M | 1.31% | −4,685−19.6% | Reduced |
| F/M Investments LLC | 19,218 | $4.61M | 5.58% | −1,063−5.2% | Reduced |
| United Bank | 19,205 | $4.61M | 2.83% | −1,915−9.1% | Reduced |
| City of London Investment Management Co Ltd | 19,189 | $4.60M | 0.37% | −7,537−28.2% | Reduced |
| Sitrin Capital Management LLC | 19,189 | $4.60M | 2.93% | −865−4.3% | Reduced |
| Trellis Advisors, LLC | 19,185 | $4.60M | 2.41% | −646−3.3% | Reduced |
| Summit Place Financial Advisors, LLC | 19,141 | $4.59M | 3.78% | +3,061+19.0% | Added |
| Royal Capital Wealth Management, LLC | 19,118 | $4.58M | 4.87% | +12+0.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 19,114 | $4.58M | 2.21% | +17+0.1% | Added |