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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,248 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| South State Corp. | 208,772 | $50.1M | 4.63% | −849−0.4% | Reduced |
| Pacific Sage Partners, LLC | 208,667 | $50.0M | 16.61% | +208,667 | New |
| Gotham Asset Management, LLC | 208,575 | $50.0M | 1.41% | +7,250+3.6% | Added |
| Tran Capital Management, L.P. | 208,034 | $49.9M | 6.31% | −6,003−2.8% | Reduced |
| Calamos Wealth Management LLC | 207,457 | $49.8M | 3.88% | −23,660−10.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 207,248 | $49.7M | 0.99% | +4,955+2.4% | Added |
| Community Trust & Investment Co | 207,053 | $49.7M | 4.52% | −1,542−0.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 206,572 | $49.5M | 5.69% | +800+0.4% | Added |
| FineMark National Bank & Trust | 206,027 | $49.4M | 2.22% | −1,810−0.9% | Reduced |
| Estabrook Capital Management | 205,891 | $49.4M | 8.49% | −3,195−1.5% | Reduced |
| Lannebo Fonder AB | 205,000 | $49.2M | 9.45% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 204,940 | $49.1M | 2.13% | −13,175−6.0% | Reduced |
| Bowie Capital Management, LLC | 204,401 | $49.0M | 7.40% | +4,064+2.0% | Added |
| First Horizon Advisors, Inc. | 202,460 | $48.6M | 1.79% | −1,539−0.8% | Reduced |
| Asset Advisors Investment Management, LLC | 202,219 | $48.5M | 6.39% | −1,389−0.7% | Reduced |
| Dakota Wealth Management | 201,746 | $48.4M | 3.45% | −15,290−7.0% | Reduced |
| StonePine Asset Management Inc. | 201,138 | $48.2M | 9.05% | +201,138 | New |
| Investment House LLC | 201,044 | $48.2M | 4.51% | −660−0.3% | Reduced |
| ZWJ Investment Counsel Inc | 200,816 | $48.2M | 2.72% | +1,354+0.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 200,673 | $48.1M | 2.38% | +141+0.1% | Added |
| SeaTown Holdings Pte. Ltd. | 200,299 | $48.0M | 7.09% | +6,000+3.1% | Added |
| Paralel Advisors LLC | 200,000 | $48.0M | 2.82% | 00.0% | Unchanged |
| National Mutual Insurance Federation of Agricultural Cooperatives | 199,900 | $47.9M | 0.59% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 199,845 | $47.9M | 1.71% | +199,845 | New |
| Alps Advisors Inc | 199,820 | $47.9M | 0.43% | −23,417−10.5% | Reduced |
| Meeder Asset Management Inc | 199,452 | $47.8M | 4.19% | −163,398−45.0% | Reduced |
| First Long Island Investors, LLC | 199,024 | $47.7M | 5.01% | +117+0.1% | Added |
| Venture Visionary Partners LLC | 198,276 | $47.6M | 3.44% | +5,007+2.6% | Added |
| Reynders McVeigh Capital Management, LLC | 197,385 | $47.3M | 3.48% | +729+0.4% | Added |
| HighTower Trust Services, LTA | 201,830 | $47.3M | 4.57% | +450.0% | Added |
| Mutual Advisors, LLC | 197,320 | $47.3M | 2.12% | +9,722+5.2% | Added |
| Mission Wealth Management, LP | 197,218 | $47.3M | 2.29% | −21,399−9.8% | Reduced |
| Quantinno Capital Management LP | 195,425 | $46.9M | 3.50% | +74,363+61.4% | Added |
| Provident Investment Management, Inc. | 195,090 | $46.8M | 5.55% | +786+0.4% | Added |
| Untitled Investments LP | 194,664 | $46.7M | 20.00% | +16,972+9.6% | Added |
| Bard Financial Services, Inc. | 193,903 | $46.5M | 3.95% | −1,570−0.8% | Reduced |
| Violich Capital Management, Inc. | 191,829 | $46.0M | 8.17% | −1,175−0.6% | Reduced |
| Empirical Finance, LLC | 191,456 | $45.9M | 4.75% | +15,654+8.9% | Added |
| Lincoln National Corp | 191,425 | $45.9M | 1.04% | +6,976+3.8% | Added |
| Fulton Breakefield Broenniman LLC | 189,509 | $45.4M | 4.03% | +3,720+2.0% | Added |
| LVM Capital Management Ltd | 189,258 | $45.4M | 6.58% | +6,280+3.4% | Added |
| Howard Capital Management Group, LLC | 188,936 | $45.3M | 5.43% | −1,528−0.8% | Reduced |
| Vancity Investment Management Ltd | 187,045 | $44.9M | 6.72% | +2,842+1.5% | Added |
| Polaris Capital Management, LLC | 186,326 | $44.7M | 1.56% | +14,300+8.3% | Added |
| Henshaw Capital LLC | 185,818 | $44.6M | 2.96% | −3,686−1.9% | Reduced |
| Thomasville National Bank | 185,806 | $44.6M | 5.14% | +2,013+1.1% | Added |
| Leonteq Securities AG | 185,000 | $44.4M | 2.35% | −44,358−19.3% | Reduced |
| Sigma Planning Corp | 184,734 | $44.3M | 1.58% | −3,685−2.0% | Reduced |
| HBK Sorce Advisory LLC | 184,290 | $44.2M | 1.19% | +98,660+115.2% | Added |
| Baskin Financial Services Inc. | 184,197 | $44.2M | 5.11% | −2,590−1.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 184,070 | $44.1M | 4.04% | −2,836−1.5% | Reduced |
| Jones Financial Companies LLLP | 183,869 | $44.1M | 0.08% | +8,456+4.8% | Added |
| Baker Avenue Asset Management, LP | 183,014 | $43.9M | 2.63% | +19,945+12.2% | Added |
| Trust Co of Vermont | 182,591 | $43.8M | 3.21% | +3,791+2.1% | Added |
| Nellore Capital Management LLC | 181,500 | $43.5M | 10.71% | +43,800+31.8% | Added |
| Pacer Advisors, Inc. | 181,456 | $43.5M | 0.22% | +27,913+18.2% | Added |
| JBF Capital, Inc. | 179,000 | $42.9M | 10.59% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 178,987 | $42.9M | 2.49% | +7,812+4.6% | Added |
| Eagle Global Advisors LLC | 178,961 | $42.9M | 2.96% | −2,552−1.4% | Reduced |
| Quest Investment Management LLC | 178,172 | $42.7M | 5.20% | −29,019−14.0% | Reduced |
| Willis Investment Counsel | 177,681 | $42.6M | 2.73% | +23,856+15.5% | Added |
| Value Partners Investments Inc. | 177,554 | $42.6M | 3.70% | +30,321+20.6% | Added |
| Park Avenue Securities LLC | 177,435 | $42.6M | 0.76% | +3,614+2.1% | Added |
| YHB Investment Advisors, Inc. | 177,368 | $42.5M | 4.54% | −5,925−3.2% | Reduced |
| Capital Investment Advisors, LLC | 177,016 | $42.5M | 1.28% | −157−0.1% | Reduced |
| Twin Capital Management Inc | 176,316 | $42.3M | 5.48% | −2,998−1.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 176,106 | $42.2M | 0.79% | −17,770−9.2% | Reduced |
| Sabal Trust CO | 175,983 | $42.2M | 2.87% | +680.0% | Added |
| Gluskin Sheff & Assoc Inc | 175,465 | $42.1M | 2.36% | +1,744+1.0% | Added |
| Madison Asset Management, LLC | 175,157 | $42.0M | 0.66% | +15,079+9.4% | Added |
| Dundas Partners LLP | 175,122 | $42.0M | 4.56% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 174,777 | $41.9M | 2.12% | −5,834−3.2% | Reduced |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 174,100 | $41.8M | 0.88% | +23,700+15.8% | Added |
| Woodstock Corp | 174,077 | $41.7M | 5.55% | +845+0.5% | Added |
| Albion Financial Group | 173,981 | $41.7M | 4.03% | +1,236+0.7% | Added |
| Neville Rodie & Shaw Inc | 173,134 | $41.5M | 3.90% | −3,242−1.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 172,243 | $41.3M | 5.56% | +2,981+1.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 172,193 | $41.2M | 0.92% | −15,711−8.4% | Reduced |
| Guardian Capital LP | 171,771 | $41.2M | 1.36% | +103+0.1% | Added |
| Mastrapasqua Asset Management Inc | 171,110 | $41.0M | 5.41% | +2,907+1.7% | Added |
| Richard Bernstein Advisors LLC | 171,012 | $41.0M | 0.92% | −18,971−10.0% | Reduced |
| Whale Rock Capital Management LLC | 170,944 | $41.0M | 1.38% | −794,950−82.3% | Reduced |
| Voloridge Investment Management, LLC | 170,652 | $40.9M | 0.23% | −737,645−81.2% | Reduced |
| TRB Advisors LP | 170,000 | $40.8M | 40.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 200,450 | $40.7M | 2.23% | +14,535+7.8% | Added |
| Destination Wealth Management | 169,692 | $40.7M | 1.62% | −4,471−2.6% | Reduced |
| Cumberland Partners Ltd | 169,668 | $40.7M | 4.29% | −23,613−12.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 169,382 | $40.6M | 2.08% | +889+0.5% | Added |
| Jag Capital Management, LLC | 169,275 | $40.6M | 5.89% | −8,136−4.6% | Reduced |
| Philadelphia Trust Co | 169,242 | $40.6M | 4.35% | −14,968−8.1% | Reduced |
| North Star Asset Management Inc | 169,193 | $40.6M | 2.52% | +18,785+12.5% | Added |
| Hoylecohen, LLC | 168,879 | $40.5M | 4.03% | −4,337−2.5% | Reduced |
| Montag & Caldwell, LLC | 168,690 | $40.5M | 5.87% | −3,785−2.2% | Reduced |
| Motley Fool Asset Management LLC | 168,442 | $40.4M | 4.55% | −7,142−4.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 167,135 | $40.1M | 4.16% | −22,883−12.0% | Reduced |
| Vigilant Capital Management, LLC | 166,879 | $40.0M | 3.42% | +3,238+2.0% | Added |
| Amica Mutual Insurance Co | 166,361 | $39.9M | 5.04% | −5,976−3.5% | Reduced |
| Tandem Investment Advisors, Inc. | 166,210 | $39.9M | 2.06% | +4,775+3.0% | Added |
| Hound Partners, LLC | 166,134 | $39.8M | 11.78% | −64,814−28.1% | Reduced |
| Grimes & Company, Inc. | 165,636 | $39.7M | 1.68% | +6,266+3.9% | Added |