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 |
|---|---|---|---|---|---|
| Ssi Investment Management LLC | 15,858 | $3.80M | 0.24% | −10−0.1% | Reduced |
| Catalyst Capital Advisors LLC | 15,848 | $3.80M | 0.12% | +1,693+12.0% | Added |
| Trellis Wealth Advisors LLC | 15,847 | $3.80M | 3.27% | +15,847 | New |
| Relative Value Partners Group, LLC | 15,816 | $3.79M | 0.27% | +5,685+56.1% | Added |
| Private Harbour Investment Management & Counsel, LLC | 15,782 | $3.78M | 4.17% | +20.0% | Added |
| Weaver Consulting Group | 15,752 | $3.78M | 1.93% | +846+5.7% | Added |
| Patron Partners Advisors, LLC | 15,737 | $3.77M | 2.83% | −184−1.2% | Reduced |
| InTrack Investment Management Inc | 15,732 | $3.77M | 3.78% | +1,071+7.3% | Added |
| Eagle Strategies LLC | 15,697 | $3.76M | 1.12% | +125+0.8% | Added |
| Main Street Research LLC | 15,696 | $3.76M | 0.92% | +996+6.8% | Added |
| Am Investment Strategies LLC | 15,689 | $3.76M | 1.34% | −649−4.0% | Reduced |
| Independence Bank of Kentucky | 15,667 | $3.76M | 1.69% | +1,271+8.8% | Added |
| Prudent Man Advisors, LLC | 15,644 | $3.75M | 1.52% | +3,780+31.9% | Added |
| Lifeworks Advisors, LLC | 15,633 | $3.75M | 2.11% | −1,348−7.9% | Reduced |
| Legacy CG, LLC | 15,608 | $3.74M | 2.19% | +2,252+16.9% | Added |
| Hemington Wealth Management | 15,610 | $3.74M | 1.61% | +77+0.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 15,600 | $3.74M | 0.58% | −1,346−7.9% | Reduced |
| WNY Asset Management, LLC | 15,588 | $3.74M | 1.01% | +220+1.4% | Added |
| First Dallas Securities Inc. | 15,566 | $3.73M | 2.25% | −1,167−7.0% | Reduced |
| Ayalon Holdings Ltd. | 15,563 | $3.73M | 1.76% | −3,470−18.2% | Reduced |
| Red Spruce Capital, LLC | 15,560 | $3.73M | 2.38% | +850+5.8% | Added |
| Butensky & Cohen Financial Security, Inc | 15,560 | $3.73M | 1.38% | +397+2.6% | Added |
| Home Federal Bank of Tennessee | 15,549 | $3.73M | 1.42% | 00.0% | Unchanged |
| Windmill Hill Asset Management Ltd | 15,545 | $3.73M | 2.40% | +15,545 | New |
| Sugarloaf Wealth Management, LLC | 15,511 | $3.72M | 0.93% | +8,047+107.8% | Added |
| Addison Advisors LLC | 15,486 | $3.71M | 2.22% | −89−0.6% | Reduced |
| Patriot Investment Management Inc. | 14,940 | $3.71M | 0.32% | −1,735−10.4% | Reduced |
| Grant/GrossMendelsohn, LLC | 16,454 | $3.70M | 1.91% | −1,754−9.6% | Reduced |
| New Capital Management LP | 15,392 | $3.69M | 1.59% | 00.0% | Unchanged |
| Bassett Hargrove Investment Counsel, LLC | 15,295 | $3.69M | 6.90% | −355−2.3% | Reduced |
| Hourglass Capital, LLC | 15,367 | $3.69M | 1.30% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 15,338 | $3.68M | 2.52% | −300−1.9% | Reduced |
| Perkins Capital Management Inc | 15,326 | $3.67M | 3.88% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 15,320 | $3.67M | 1.32% | −17−0.1% | Reduced |
| Belmont Capital, LLC | 15,314 | $3.67M | 3.93% | +440+3.0% | Added |
| Callan Capital, LLC | 15,310 | $3.67M | 0.45% | +3,287+27.3% | Added |
| Ridgecrest Wealth Partners, LLC | 15,273 | $3.66M | 2.78% | +61+0.4% | Added |
| Cribstone Capital Management, LLC | 15,273 | $3.66M | 2.13% | +1,465+10.6% | Added |
| West Family Investments, Inc. | 15,267 | $3.66M | 1.25% | −4,185−21.5% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 15,260 | $3.66M | 5.19% | +399+2.7% | Added |
| Algert Global LLC | 15,242 | $3.66M | 0.20% | 00.0% | Unchanged |
| Charles Carroll Financial Partners, LLC | 15,200 | $3.65M | 5.63% | −1,638−9.7% | Reduced |
| Calton & Associates, Inc. | 15,183 | $3.64M | 1.41% | +5,094+50.5% | Added |
| Shoker Investment Counsel, Inc. | 15,177 | $3.64M | 1.63% | −27−0.2% | Reduced |
| DGS Capital Management, LLC | 15,139 | $3.63M | 2.37% | +1,238+8.9% | Added |
| Shilanski & Associates, Inc. | 15,134 | $3.63M | 1.59% | −84−0.6% | Reduced |
| Sage Rhino Capital LLC | 15,116 | $3.63M | 1.15% | −1,387−8.4% | Reduced |
| Geneva Capital Management LLC | 15,115 | $3.62M | 0.08% | −1,627−9.7% | Reduced |
| American State Bank (Iowa) | 15,112 | $3.62M | 2.80% | +161+1.1% | Added |
| Coastal Bridge Advisors, LLC | 15,095 | $3.62M | 1.03% | +548+3.8% | Added |
| RW Investment Management LLC | 15,093 | $3.62M | 1.42% | +15,093 | New |
| Wolff Wiese Magana LLC | 15,078 | $3.62M | 3.10% | −1,878−11.1% | Reduced |
| Bridgecreek Investment Management, LLC | 15,075 | $3.62M | 0.81% | +2,325+18.2% | Added |
| Acropolis Investment Management, LLC | 15,034 | $3.61M | 0.32% | +141+0.9% | Added |
| Powers Advisory Group, LLC | 15,008 | $3.60M | 2.65% | −11−0.1% | Reduced |
| Perseverance Asset Management International | 15,000 | $3.60M | 1.61% | −30,000−66.7% | Reduced |
| Harvey Investment Co LLC | 14,965 | $3.59M | 0.46% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 14,931 | $3.58M | 2.06% | +75+0.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,929 | $3.58M | 2.25% | −122−0.8% | Reduced |
| Global Financial Private Client, LLC | 14,923 | $3.58M | 2.00% | +281+1.9% | Added |
| Highview Capital Management LLC | 14,893 | $3.57M | 2.17% | −5,706−27.7% | Reduced |
| SAM Advisors, LLC | 14,858 | $3.56M | 1.57% | +783+5.6% | Added |
| Red Lighthouse Investment Management, LLC | 14,837 | $3.56M | 1.79% | +14,837 | New |
| Alaska Permanent Fund Corp | 14,828 | $3.56M | 0.06% | +155+1.1% | Added |
| Strata Wealth Advisors, LLC | 14,818 | $3.55M | 1.97% | +14,818 | New |
| Ellsworth Advisors, LLC | 15,059 | $3.55M | 1.33% | −299−1.9% | Reduced |
| Aveo Capital Partners, LLC | 14,802 | $3.55M | 0.53% | +1,163+8.5% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 14,798 | $3.55M | 1.50% | +3,313+28.8% | Added |
| Advisory Alpha, LLC | 14,788 | $3.55M | 0.25% | +349+2.4% | Added |
| Capstone Triton Financial Group, LLC | 14,769 | $3.54M | 2.84% | −270−1.8% | Reduced |
| Wealth Architects, LLC | 14,763 | $3.54M | 0.67% | −147−1.0% | Reduced |
| Sanders Morris Harris LLC | 14,734 | $3.53M | 1.34% | −301−2.0% | Reduced |
| Orion Capital Management LLC | 14,732 | $3.53M | 2.60% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 14,730 | $3.53M | 4.66% | −1,075−6.8% | Reduced |
| Agur Provident & Training Funds Management Ltd | 14,728 | $3.53M | 1.25% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 14,707 | $3.53M | 1.02% | −88−0.6% | Reduced |
| Stanley Capital Management, LLC | 14,695 | $3.52M | 1.12% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 14,692 | $3.52M | 4.06% | −47−0.3% | Reduced |
| Cim, LLC | 13,356 | $3.52M | 0.70% | +53+0.4% | Added |
| Prosperity Financial Group, Inc. | 14,672 | $3.52M | 3.80% | +14,672 | New |
| W Advisors, LLC | 14,670 | $3.52M | 2.93% | +12+0.1% | Added |
| Aberdeen Wealth Management LLC | 14,665 | $3.52M | 2.65% | +10.0% | Added |
| Signature Wealth Management Group | 14,652 | $3.51M | 1.72% | −1,135−7.2% | Reduced |
| Vickerman Investment Advisors, Inc. | 14,637 | $3.51M | 1.59% | +112+0.8% | Added |
| Nikulski Financial, Inc. | 14,635 | $3.51M | 1.67% | +165+1.1% | Added |
| Geneva Partners, LLC | 14,625 | $3.51M | 3.31% | −2,119−12.7% | Reduced |
| Dempze Nancy E | 14,624 | $3.51M | 3.42% | +538+3.8% | Added |
| Sterling Investment Management, Inc. | 14,611 | $3.50M | 2.81% | −1,045−6.7% | Reduced |
| Retirement Solution Inc. | 14,586 | $3.50M | 1.92% | −1,826−11.1% | Reduced |
| ICONIQ Capital, LLC | 14,561 | $3.49M | 0.05% | −35,296−70.8% | Reduced |
| Capital Market Strategies LLC | 14,558 | $3.49M | 3.75% | −41−0.3% | Reduced |
| Wealth Advisory Solutions, LLC | 14,556 | $3.49M | 0.94% | +535+3.8% | Added |
| Garrison Bradford & Associates Inc | 14,548 | $3.49M | 4.23% | −198−1.3% | Reduced |
| HMS Capital Management, LLC | 14,541 | $3.49M | 2.37% | −1,690−10.4% | Reduced |
| Cloverfields Capital Group, LP | 14,510 | $3.48M | 1.11% | −384−2.6% | Reduced |
| Lynch Asset Management, Inc. | 14,500 | $3.48M | 2.99% | +450+3.2% | Added |
| Trustco Bank Corp N Y | 14,498 | $3.48M | 3.84% | +110+0.8% | Added |
| JSF Financial, LLC | 14,467 | $3.47M | 1.30% | −1,533−9.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 14,496 | $3.47M | 1.63% | −1,089−7.0% | Reduced |
| Paragon Private Wealth Management, LLC | 14,451 | $3.47M | 3.13% | +1,097+8.2% | Added |