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 |
|---|---|---|---|---|---|
| Regency Capital Management Inc. | 19,093 | $4.58M | 5.26% | −2,237−10.5% | Reduced |
| Gilbert & Cook, Inc. | 19,075 | $4.57M | 0.83% | +30.0% | Added |
| Prosperity Wealth Management, Inc. | 19,046 | $4.57M | 4.53% | +19,046 | New |
| Hollencrest Capital Management | 19,015 | $4.56M | 0.56% | −8,201−30.1% | Reduced |
| KCS Wealth Advisory | 19,007 | $4.56M | 1.89% | +1,584+9.1% | Added |
| FLC Capital Advisors | 18,998 | $4.56M | 1.42% | −226−1.2% | Reduced |
| State of Wyoming | 18,975 | $4.55M | 1.51% | −616−3.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 18,939 | $4.54M | 2.44% | +1,402+8.0% | Added |
| Bluesphere Advisors, LLC | 18,934 | $4.54M | 4.03% | −825−4.2% | Reduced |
| Camden Capital, LLC | 18,916 | $4.54M | 0.72% | −1,846−8.9% | Reduced |
| CV Advisors LLC | 18,902 | $4.53M | 4.72% | +2,430+14.8% | Added |
| Kenfarb & Co. | 18,861 | $4.52M | 4.01% | −125−0.7% | Reduced |
| Oxinas Partners Wealth Management LLC | 18,838 | $4.52M | 3.82% | +1,384+7.9% | Added |
| Autumn Glory Partners, LLC | 18,826 | $4.51M | 2.41% | +1,690+9.9% | Added |
| Reik & Co., LLC | 18,804 | $4.51M | 1.30% | −150−0.8% | Reduced |
| Montgomery Investment Management Inc | 18,805 | $4.51M | 1.60% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 18,783 | $4.50M | 1.52% | +1,718+10.1% | Added |
| CORDA Investment Management, LLC. | 18,772 | $4.50M | 0.37% | +655+3.6% | Added |
| Mathes Company, Inc. | 18,761 | $4.50M | 2.27% | −30−0.2% | Reduced |
| Peak Planning Group, LLC | 18,748 | $4.50M | 3.96% | −44−0.2% | Reduced |
| McBroom & Associates, LLC | 18,731 | $4.49M | 4.87% | −348−1.8% | Reduced |
| Beaton Management Co. Inc. | 18,726 | $4.49M | 3.01% | +50+0.3% | Added |
| Drive Wealth Management, LLC | 18,696 | $4.48M | 2.24% | +7,050+60.5% | Added |
| Concord Wealth Partners | 18,673 | $4.48M | 1.35% | −4,372−19.0% | Reduced |
| Darwin Advisors, LLC | 18,711 | $4.48M | 1.16% | −2,637−12.4% | Reduced |
| Security National Bank of Sioux City Iowa | 18,654 | $4.47M | 3.42% | +670+3.7% | Added |
| RBA Wealth Management, LLC | 18,649 | $4.47M | 2.35% | +96+0.5% | Added |
| Larson Financial Group LLC | 18,641 | $4.47M | 0.54% | +4,262+29.6% | Added |
| RWM Asset Management, LLC | 18,614 | $4.46M | 0.97% | −359−1.9% | Reduced |
| Adams Asset Advisors, LLC | 18,613 | $4.46M | 0.60% | −50−0.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 18,611 | $4.46M | 1.26% | −127−0.7% | Reduced |
| DeDora Capital, Inc. | 18,595 | $4.46M | 2.12% | +125+0.7% | Added |
| Wittenberg Investment Management, Inc. | 18,588 | $4.46M | 1.81% | −50−0.3% | Reduced |
| LCM Capital Management Inc | 18,583 | $4.46M | 4.34% | +22+0.1% | Added |
| NWK Group, Inc. | 18,569 | $4.45M | 3.28% | −3,761−16.8% | Reduced |
| Tower View Investment Management & Research LLC | 18,534 | $4.45M | 3.11% | −133−0.7% | Reduced |
| Mechanics Financial Corp | 18,520 | $4.44M | 2.65% | −159−0.9% | Reduced |
| Capital Advisors Wealth Management, LLC | 18,475 | $4.43M | 1.34% | +732+4.1% | Added |
| Bienville Capital Management, LLC | 18,474 | $4.43M | 1.65% | −55−0.3% | Reduced |
| Bouvel Investment Partners, LLC | 18,462 | $4.43M | 2.86% | −10.0% | Reduced |
| Gs Investments, Inc. | 18,448 | $4.42M | 2.74% | +44+0.2% | Added |
| Peninsula Asset Management Inc | 18,430 | $4.42M | 2.71% | −720−3.8% | Reduced |
| Waddell & Associates, LLC | 18,423 | $4.42M | 0.74% | +2,052+12.5% | Added |
| MSH Capital Advisors LLC | 18,407 | $4.41M | 1.99% | +720+4.1% | Added |
| Schrum Private Wealth Management LLC | 18,405 | $4.41M | 5.23% | −1,661−8.3% | Reduced |
| Cohen Investment Advisors LLC | 18,371 | $4.41M | 3.67% | +181+1.0% | Added |
| MBB Public Markets I LLC | 18,332 | $4.40M | 0.12% | +64+0.4% | Added |
| Prelude Capital Management, LLC | 18,329 | $4.40M | 0.27% | −21,920−54.5% | Reduced |
| EPG Wealth Management LLC | 18,316 | $4.39M | 1.67% | −181−1.0% | Reduced |
| Connective Capital Management, LLC | 18,309 | $4.39M | 1.59% | +18,309 | New |
| Fusion Capital, LLC | 18,306 | $4.39M | 2.59% | +797+4.6% | Added |
| Aspen Investment Management Inc | 18,307 | $4.39M | 2.87% | −2,122−10.4% | Reduced |
| Leelyn Smith, LLC | 18,305 | $4.39M | 1.21% | +2,902+18.8% | Added |
| Incline Global Management LLC | 18,297 | $4.39M | 1.62% | +18,297 | New |
| Foster Group, Inc. | 18,287 | $4.39M | 0.33% | +475+2.7% | Added |
| Freedom Day Solutions, LLC | 18,263 | $4.38M | 2.18% | −2,603−12.5% | Reduced |
| AFS Financial Group, LLC | 18,214 | $4.37M | 3.11% | +18,214 | New |
| Total Clarity Wealth Management, Inc. | 18,189 | $4.36M | 2.22% | +366+2.1% | Added |
| Strategic Financial Services, Inc, | 18,175 | $4.36M | 0.35% | −865−4.5% | Reduced |
| Optimum Investment Advisors | 18,153 | $4.35M | 2.36% | −1,353−6.9% | Reduced |
| Fidelis Capital Partners, LLC | 19,136 | $4.35M | 5.13% | +19,136 | New |
| Eley Financial Management, Inc | 18,112 | $4.34M | 2.34% | +18,112 | New |
| Newbridge Financial Services Group, Inc. | 18,106 | $4.34M | 2.51% | −627−3.3% | Reduced |
| Lane Generational LLC | 18,105 | $4.34M | 6.28% | +44+0.2% | Added |
| Sax Wealth Advisors, LLC | 18,093 | $4.34M | 1.00% | +1,818+11.2% | Added |
| Affinity Investment Advisors, LLC | 18,068 | $4.33M | 1.99% | +10+0.1% | Added |
| Clarus Group, Inc. | 18,060 | $4.33M | 3.80% | −45−0.2% | Reduced |
| Vise Technologies, Inc. | 18,038 | $4.33M | 1.35% | +4,081+29.2% | Added |
| Watchman Group, Inc. | 18,011 | $4.32M | 2.39% | −362−2.0% | Reduced |
| Sender Co & Partners, Inc. | 18,008 | $4.32M | 6.61% | +18,008 | New |
| Phoenix Wealth Advisors | 17,994 | $4.32M | 2.60% | +675+3.9% | Added |
| CVA Family Office, LLC | 17,970 | $4.31M | 1.05% | −368−2.0% | Reduced |
| Page Arthur B | 17,954 | $4.31M | 4.23% | +60.0% | Added |
| Sonnipe Ltd | 17,952 | $4.31M | 0.80% | +17,952 | New |
| Naviter Wealth, LLC | 17,775 | $4.30M | 1.18% | −6,625−27.2% | Reduced |
| Castellan Group, LLC | 17,918 | $4.30M | 2.99% | +100+0.6% | Added |
| Allegheny Financial Group LTD | 17,916 | $4.30M | 1.80% | −202−1.1% | Reduced |
| StrongBox Wealth, LLC | 17,891 | $4.29M | 3.04% | +434+2.5% | Added |
| Old Mission Investment Co LLC | 17,890 | $4.29M | 1.82% | +113+0.6% | Added |
| Abacus Planning Group, Inc. | 17,842 | $4.28M | 1.17% | −1,658−8.5% | Reduced |
| Green Harvest Asset Management LLC | 17,840 | $4.28M | 0.19% | +17,840 | New |
| Slow Capital, Inc. | 17,831 | $4.28M | 0.95% | −91−0.5% | Reduced |
| Bennett Selby Investments LP | 17,822 | $4.27M | 3.20% | −117−0.7% | Reduced |
| First National Bank of South Miami | 17,817 | $4.27M | 3.20% | −134−0.7% | Reduced |
| Capital Insight Partners, LLC | 17,809 | $4.27M | 1.11% | +569+3.3% | Added |
| MBL Wealth, LLC | 17,797 | $4.27M | 0.82% | +133+0.8% | Added |
| Karpas Strategies, LLC | 17,780 | $4.26M | 1.50% | +20+0.1% | Added |
| Financial Consulate, Inc | 17,712 | $4.25M | 1.48% | +294+1.7% | Added |
| Lineweaver Wealth Advisors, LLC | 17,673 | $4.24M | 1.29% | −346−1.9% | Reduced |
| David R. Rahn & Associates Inc. | 17,660 | $4.24M | 2.13% | −226−1.3% | Reduced |
| Secure Asset Management, LLC | 17,653 | $4.23M | 1.52% | +2,468+16.3% | Added |
| American Trust Investment Advisors, LLC | 17,645 | $4.23M | 2.68% | −71−0.4% | Reduced |
| New England Research & Management, Inc. | 17,616 | $4.22M | 2.43% | −25−0.1% | Reduced |
| Twinbeech Capital LP | 17,574 | $4.21M | 0.08% | −9,264−34.5% | Reduced |
| Centiva Capital, LP | 17,557 | $4.21M | 0.35% | −25,571−59.3% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 17,553 | $4.21M | 2.32% | +1,475+9.2% | Added |
| Palogic Value Management, L.P. | 17,553 | $4.21M | 2.20% | +17,553 | New |
| Austin Private Wealth, LLC | 17,551 | $4.21M | 0.74% | +1,110+6.8% | Added |
| Essex LLC | 17,547 | $4.21M | 1.27% | +1,401+8.7% | Added |
| S. R. Schill & Associates | 17,539 | $4.21M | 2.09% | −13−0.1% | Reduced |