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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; 6,248 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
2,048 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.

Institutional holdersQ4 2022: 4,679 institutions
Q1 2021: 4,005 institutionsQ2 2021: 3,989 institutionsQ3 2021: 4,035 institutionsQ4 2021: 4,553 institutionsQ1 2022: 4,549 institutionsQ2 2022: 4,515 institutionsQ3 2022: 4,508 institutionsQ4 2022: 4,679 institutionsQ1 2023: 4,717 institutionsQ2 2023: 4,815 institutionsQ3 2023: 4,861 institutionsQ4 2023: 5,216 institutionsQ1 2024: 5,240 institutionsQ2 2024: 5,269 institutionsQ3 2024: 5,301 institutionsQ4 2024: 5,876 institutionsQ1 2025: 5,776 institutionsQ2 2025: 5,828 institutionsQ3 2025: 5,865 institutionsQ4 2025: 6,329 institutionsQ1 2026: 6,237 institutionsQ2 2026: 6,248 institutions
Value heldQ4 2022: $1.27T
Q1 2021: $1.26TQ2 2021: $1.43TQ3 2021: $1.49TQ4 2021: $1.77TQ1 2022: $1.61TQ2 2022: $1.34TQ3 2022: $1.23TQ4 2022: $1.27TQ1 2023: $1.52TQ2 2023: $1.79TQ3 2023: $1.66TQ4 2023: $1.99TQ1 2024: $2.23TQ2 2024: $2.37TQ3 2024: $2.27TQ4 2024: $2.26TQ1 2025: $2.01TQ2 2025: $2.67TQ3 2025: $2.76TQ4 2025: $2.66TQ1 2026: $1.99TQ2 2026: $2.05T
Institutions holding MSFT and their total value by quarter
QuarterHoldersValue
Q2 20266,248$2.05T
Q1 20266,237$1.99T
Q4 20256,329$2.66T
Q3 20255,865$2.76T
Q2 20255,828$2.67T
Q1 20255,776$2.01T
Q4 20245,876$2.26T
Q3 20245,301$2.27T
Q2 20245,269$2.37T
Q1 20245,240$2.23T
Q4 20235,216$1.99T
Q3 20234,861$1.66T
Q2 20234,815$1.79T
Q1 20234,717$1.52T
Q4 20224,679$1.27T
Q3 20224,508$1.23T
Q2 20224,515$1.34T
Q1 20224,549$1.61T
Q4 20214,553$1.77T
Q3 20214,035$1.49T
Q2 20213,989$1.43T
Q1 20214,005$1.26T

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q3 2022.

Institutions holding MSFT in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Credit Agricole S A259,774$62.3M2.30%−19,212−6.9%Reduced
Consulta Ltd259,500$62.2M5.34%−115,500−30.8%Reduced
Northeast Investment Management258,593$62.0M3.95%−9,207−3.4%Reduced
Nwam LLC258,396$62.0M5.49%−4,217−1.6%Reduced
MMBG Investment Advisors Co.258,386$62.0M8.20%+6,722+2.7%Added
Gamble Jones Investment Counsel256,396$61.5M4.64%−3,697−1.4%Reduced
Nwi Management LP255,000$61.2M14.30%+20,000+8.5%Added
NorthCrest Asset Manangement, LLC254,846$61.1M3.47%−2,804−1.1%Reduced
TenCore Partners, LP254,725$61.1M22.06%+62,200+32.3%Added
Klingenstein Fields & Co LP254,391$61.0M3.17%−822−0.3%Reduced
Elite Wealth Management, Inc.254,180$61.0M30.81%+11,215+4.6%Added
Smith, Salley & Associates253,395$60.8M5.20%+597+0.2%Added
Triple Frond Partners LLC253,304$60.7M10.04%+23,650+10.3%Added
Argent Trust Co253,075$60.7M4.01%+2,103+0.8%Added
AIA Group Ltd253,048$60.7M3.70%−57,749−18.6%Reduced
Tower Research Capital LLC (TRC)251,750$60.4M2.50%−1,122,366−81.7%Reduced
Dixon Mitchell Investment Counsel Inc.251,601$60.3M4.04%+3,462+1.4%Added
Summitry LLC251,549$60.3M4.44%−434−0.2%Reduced
Aptus Capital Advisors, LLC250,410$60.1M1.97%+11,305+4.7%Added
Ycg, LLC250,102$59.9M6.41%+7,297+3.0%Added
Blacksheep Fund Management Ltd249,520$59.8M13.99%−94,680−27.5%Reduced
Pensioenfonds Rail & Ov266,032$59.8M2.66%−38,885−12.8%Reduced
Dana Investment Advisors, Inc.248,436$59.6M3.13%−14,064−5.4%Reduced
Harvest Volatility Management LLC247,844$59.4M12.00%+340+0.1%Added
Campbell Newman Asset Management Inc247,834$59.4M5.92%+1,132+0.5%Added
Obermeyer Wood Investment Counsel, LLLP246,512$59.1M4.47%−6,847−2.7%Reduced
Cooperman Leon G245,705$58.9M3.67%00.0%Unchanged
Systematic Alpha Investments, LLC245,702$58.9M2.99%−8,700−3.4%Reduced
Wetherby Asset Management Inc245,419$58.9M3.79%+6,521+2.7%Added
Edgemoor Investment Advisors, Inc.244,994$58.8M7.36%−524−0.2%Reduced
Smith Chas P & Associates Pa Cpas244,556$58.6M4.16%+8,185+3.5%Added
Rockland Trust Co243,797$58.5M3.71%+5,472+2.3%Added
Meritage Portfolio Management243,371$58.4M4.57%−10,096−4.0%Reduced
Norris Perne & French LLP242,673$58.2M5.74%+707+0.3%Added
Mill Capital Management, LLC242,412$58.1M6.39%+760.0%Added
Cullen Capital Management LLC242,214$58.1M0.75%−82,530−25.4%Reduced
Ingalls & Snyder LLC242,189$58.1M3.18%−263−0.1%Reduced
Kempen Capital Management N.V.241,239$57.9M1.69%+161,507+202.6%Added
Ironvine Capital Partners, LLC241,061$57.8M7.48%+244+0.1%Added
Maple Capital Management, Inc.240,428$57.7M7.64%−1,123−0.5%Reduced
Ancora Advisors, LLC240,344$57.6M1.67%+4,864+2.1%Added
Fernbridge Capital Management LP240,339$57.6M8.28%−80,955−25.2%Reduced
Qube Research & Technologies Ltd238,956$57.3M0.34%−582,598−70.9%Reduced
GFI Investment Counsel Ltd.238,910$57.3M9.65%−4,852−2.0%Reduced
Exencial Wealth Advisors, LLC237,349$56.9M3.10%+9,427+4.1%Added
Cullinan Associates Inc237,342$56.9M3.15%+2,945+1.3%Added
Blue Whale Capital LLP237,264$56.9M9.70%−96,000−28.8%Reduced
Wesleyan Assurance Society236,150$56.6M6.96%+6,700+2.9%Added
LMCG Investments, LLC235,832$56.6M3.95%−2,972−1.2%Reduced
Aaron Wealth Advisors235,312$56.4M8.35%+8,157+3.6%Added
General American Investors Co Inc235,000$56.4M5.52%00.0%Unchanged
Appaloosa LPSuperinvestorAppaloosa235,000$56.4M4.18%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC233,639$56.0M1.45%−43,362−15.7%Reduced
Toroso Investments, LLC233,526$56.0M2.15%+13,922+6.3%Added
Waters Parkerson & Co., LLC233,306$56.0M3.37%−1,190−0.5%Reduced
Sandy Spring Bank233,206$55.9M3.32%+1,964+0.8%Added
Washington Trust Co232,976$55.9M2.60%−15,009−6.1%Reduced
HB Wealth Management, LLC231,868$55.6M1.01%+28,081+13.8%Added
Avantax Advisory Services, Inc.230,917$55.4M0.74%+7,493+3.4%Added
Welch Group, LLC230,135$55.2M3.16%+4,521+2.0%Added
Longbow Finance SA229,924$55.1M7.43%+229,924New
Lockheed Martin Investment Management Co229,070$54.9M3.65%+67,070+41.4%Added
Cresset Asset Management, LLC266,999$54.6M0.69%+10,611+4.1%Added
Logan Capital Management Inc227,230$54.5M2.80%+31,788+16.3%Added
Aureus Asset Management, LLC226,871$54.4M4.70%+2,136+1.0%Added
Granite Investment Partners, LLC226,728$54.4M2.26%−8,757−3.7%Reduced
Metis Global Partners, LLC225,755$54.1M4.82%+92,107+68.9%Added
RMB Capital Management, LLC225,442$54.1M1.92%−9,850−4.2%Reduced
KCL Capital, L.P.225,000$54.0M9.32%+225,000New
Baldwin Brothers Inc224,435$53.8M4.88%+22,419+11.1%Added
Armistice Capital, LLC224,000$53.7M1.44%+63,000+39.1%Added
Jackson Square Partners, LLC223,750$53.7M1.43%−32,975−12.8%Reduced
Sequoia Financial Advisors, LLC223,727$53.7M1.32%+54,247+32.0%Added
Kanawha Capital Management LLC223,710$53.6M5.28%+2,773+1.3%Added
Evergreen Capital Management LLC223,511$53.6M2.52%−3,870−1.7%Reduced
Franklin Street Advisors Inc222,642$53.4M5.07%−5,743−2.5%Reduced
Natixis Investment Managers International222,071$53.3M3.98%00.0%Unchanged
Kinneret Advisory, LLC219,547$52.7M6.96%−83,213−27.5%Reduced
Advisory Services Network, LLC219,503$52.6M1.61%+6,716+3.2%Added
Petrus Trust Company, LTA218,900$52.5M6.67%−477−0.2%Reduced
Berkshire Asset Management LLC218,407$52.4M3.36%+4,306+2.0%Added
Snowden Capital Advisors LLC218,374$52.4M2.19%−1,984−0.9%Reduced
Oak Ridge Investments LLC218,118$52.3M7.79%−2,985−1.4%Reduced
Moors & Cabot, Inc.218,059$52.3M3.64%−1,185−0.5%Reduced
Compass Capital Management, Inc216,854$52.0M4.26%+2,902+1.4%Added
Woodley Farra Manion Portfolio Management Inc216,735$52.0M3.77%−6,175−2.8%Reduced
Siemens Fonds Invest GmbH214,235$51.4M5.14%−5,347−2.4%Reduced
Kadensa Capital Ltd212,693$51.0M15.30%+11,454+5.7%Added
Everence Capital Management Inc212,678$51.0M4.40%+3,090+1.5%Added
Davidson Investment Advisors212,638$51.0M3.97%−1,837−0.9%Reduced
Suncoast Equity Management211,908$50.8M9.33%−8,881−4.0%Reduced
Locust Wood Capital Advisers, LLC210,749$50.5M3.54%−8,138−3.7%Reduced
Ulysses Management LLC210,300$50.4M14.79%−23,900−10.2%Reduced
First American Bank210,233$50.4M4.84%+1,233+0.6%Added
Sander Capital Advisors Inc210,207$50.4M33.38%−3,752−1.8%Reduced
Nichols & Pratt Advisers LLP210,218$50.4M4.05%+540+0.3%Added
Taurus Asset Management, LLC210,021$50.4M6.40%−2,390−1.1%Reduced
Wedbush Securities Inc210,159$50.3M2.77%−4,440−2.1%Reduced
Talbot Financial, LLC209,845$50.3M10.35%+209,845New
Alta Capital Management LLC209,035$50.1M3.84%−12,055−5.5%Reduced