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; 6,247 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, Q3 2022
Institutional positions in Microsoft Corp as of Sep 30, 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
- 4,508
- +57 vs. Q2 2022
- Shares held
- 5.27B
- +51.2M (+1.0%) vs. Q2 2022
- Total value
- $1.23T
- −$113.0B (−8.4%) vs. Q2 2022
- New holders
- 145
- 2,161 more added
- Sold out
- 88
- 1,830 more reduced
64 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 6,247 | $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, Q3 2022
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baron Silver Stevens Financial Advisors, LLC | 12,634 | $0 | 0.00% | −2,875−18.5% | Reduced |
| First Command Advisory Services, Inc. | 37 | $0 | 0.00% | −16−30.2% | Reduced |
| American Planning Services, Inc. | 1 | $321 | 0.40% | −1,378−99.9% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 1,307 | $5.00K | 0.08% | −77−5.6% | Reduced |
| Syverson Strege & Co | 30 | $7.00K | 0.00% | +9+42.9% | Added |
| Navigation Wealth Management, Inc. | 36 | $8.00K | 0.86% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 44 | $10.0K | 0.00% | +42+2,100.0% | Added |
| Longfellow Investment Management Co LLC | 47 | $11.0K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 51 | $12.0K | 0.02% | +2+4.1% | Added |
| Advocacy Wealth Management Services, LLC | 51 | $13.0K | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 1,348,367 | $14.0K | 0.00% | +1,343,634+28,388.6% | Added |
| Insight Financial Services | 65 | $15.0K | 0.03% | 00.0% | Unchanged |
| Win Advisors, Inc | 67 | $16.0K | 0.01% | −16−19.3% | Reduced |
| AGF Investments LLC | 77 | $18.0K | 0.00% | −3,412−97.8% | Reduced |
| Kathleen S. Wright Associates Inc. | 89 | $21.0K | 0.02% | +87+4,350.0% | Added |
| Gleason Group, Inc. | 93 | $22.0K | 0.01% | +80+615.4% | Added |
| Lion Point Capital, LP | 100 | $23.0K | 0.01% | +100 | New |
| Hanseatic Management Services Inc | 132 | $31.0K | 0.08% | +55+71.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 156 | $36.0K | 0.02% | −8−4.9% | Reduced |
| DB Fitzpatrick & Co, Inc | 153 | $36.0K | 0.04% | 00.0% | Unchanged |
| Wells Financial Advisors INC | 170 | $40.0K | 0.04% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 192 | $44.7K | 0.02% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 224 | $52.0K | 0.04% | −298−57.1% | Reduced |
| Carolina Wealth Advisors, LLC | 268 | $62.0K | 0.05% | −8−2.9% | Reduced |
| Estate Counselors, LLC | 274 | $63.0K | 0.01% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 273 | $64.0K | 0.12% | −71−20.6% | Reduced |
| Saban Cheryl | 274 | $64.0K | 19.16% | 00.0% | Unchanged |
| Mint Tower Capital Management B.V. | 291 | $68.0K | 0.01% | +291 | New |
| Caption Management, LLC | 309 | $71.0K | 0.01% | +309 | New |
| Family CFO Inc | 316 | $73.6K | 0.08% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 330 | $76.0K | 0.07% | −11−3.2% | Reduced |
| Tfo-TDC, LLC | 332 | $77.0K | 0.02% | −249−42.9% | Reduced |
| Newfound Research LLC | 337 | $78.0K | 0.19% | +41+13.9% | Added |
| Morgan Dempsey Capital Management LLC | 353 | $82.0K | 0.03% | +353 | New |
| Beutel, Goodman & Co Ltd. | 411 | $95.0K | 0.00% | +150+57.5% | Added |
| Avondale Wealth Management | 406 | $95.0K | 0.10% | +150+58.6% | Added |
| Grayhawk Investment Strategies Inc. | 315 | $101.0K | 0.07% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 444 | $103.0K | 0.12% | 00.0% | Unchanged |
| Roth Financial Partners LLC | 500 | $116.0K | 0.09% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 512 | $119.0K | 0.08% | +200+64.1% | Added |
| Bay Harbor Wealth Management, LLC | 527 | $123.0K | 0.06% | +2+0.4% | Added |
| FAI Wealth Management | 573 | $133.0K | 0.13% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 592 | $138.0K | 0.08% | 00.0% | Unchanged |
| Savior LLC | 600 | $140.0K | 0.13% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 604 | $140.4K | 0.13% | +604 | New |
| Adirondack Retirement Specialists, Inc. | 612 | $143.0K | 0.14% | +612 | New |
| Clear Perspectives Financial Planning, LLC | 620 | $144.0K | 0.07% | +6+1.0% | Added |
| Cornerstone Management, Inc. | 620 | $144.4K | 0.04% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 612 | $145.0K | 0.01% | −50,208−98.8% | Reduced |
| Strategic Asset Management, LLC | 629 | $151.0K | 0.26% | −35−5.3% | Reduced |
| Cutler Capital Management, LLC | 671 | $156.0K | 0.07% | +169+33.7% | Added |
| WFA Asset Management Corp | 674 | $157.0K | 0.11% | +1+0.1% | Added |
| Maryland Capital Advisors Inc. | 696 | $162.0K | 0.17% | 00.0% | Unchanged |
| Schubert & Co | 717 | $167.0K | 0.16% | −146−16.9% | Reduced |
| Portland Hill Asset Management Ltd | 731 | $167.0K | 0.31% | 00.0% | Unchanged |
| Karlinski Andrew C | 725 | $169.0K | 0.26% | −25−3.3% | Reduced |
| PFG Private Wealth Management, LLC | 730 | $170.0K | 0.11% | −927−55.9% | Reduced |
| AlphaCentric Advisors LLC | 752 | $175.0K | 0.18% | +752 | New |
| Goodwin Investment Advisory | 786 | $183.0K | 0.14% | +1+0.1% | Added |
| Skylands Capital, LLC | 790 | $184.0K | 0.03% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 807 | $188.0K | 5.85% | +1+0.1% | Added |
| NuWave Investment Management, LLC | 815 | $190.0K | 0.22% | +815 | New |
| Financial Synergies Wealth Advisors, Inc. | 833 | $194.0K | 0.03% | −21−2.5% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 858 | $200.0K | 0.13% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 863 | $201.0K | 0.08% | +29+3.5% | Added |
| ETF Portfolio Partners, Inc. | 864 | $201.0K | 0.09% | 00.0% | Unchanged |
| Kendall Capital Management | 862 | $201.0K | 0.12% | 00.0% | Unchanged |
| Mosaic Advisors LLC | 873 | $203.0K | 0.16% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 873 | $203.0K | 0.14% | +873 | New |
| O'Neil Global Advisors, Inc. | 895 | $208.0K | 0.82% | −33−3.6% | Reduced |
| New Harbor Financial Group, LLC | 895 | $208.0K | 0.13% | +95+11.9% | Added |
| New Perspectives, Inc | 896 | $209.0K | 0.18% | +1+0.1% | Added |
| Sanchez Wealth Management Group | 900 | $210.0K | 0.11% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 900 | $210.0K | 0.09% | 00.0% | Unchanged |
| Gagnon Securities LLC | 910 | $212.0K | 0.05% | +910 | New |
| New England Professional Planning Group Inc. | 912 | $213.0K | 0.15% | −643−41.4% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 916 | $213.0K | 0.12% | 00.0% | Unchanged |
| Telemetry Investments, L.L.C. | 917 | $214.0K | 0.35% | +17+1.9% | Added |
| Landmark Wealth Management, LLC | 921 | $215.0K | 0.16% | +921 | New |
| Sage Financial Group Inc | 942 | $219.0K | 0.03% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 943 | $219.7K | 0.12% | +10+1.1% | Added |
| Rice Hall James & Associates, LLC | 944 | $220.0K | 0.01% | −20−2.1% | Reduced |
| Integrated Capital Management, Inc. | 955 | $222.0K | 0.22% | 00.0% | Unchanged |
| Rye Brook Capital LLC | 955 | $222.0K | 0.16% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 952 | $222.0K | 0.10% | +952 | New |
| Lountzis Asset Management, LLC | 963 | $224.0K | 0.15% | −88−8.4% | Reduced |
| Hikari Tsushin, Inc. | 961 | $224.0K | 0.03% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 966 | $225.0K | 0.02% | −3,444−78.1% | Reduced |
| Inspire Advisors, LLC | 966 | $225.0K | 0.06% | −152−13.6% | Reduced |
| Armor Investment Advisors, LLC | 965 | $225.0K | 0.15% | +70+7.8% | Added |
| Strid Group, LLC | 971 | $226.0K | 0.06% | −10−1.0% | Reduced |
| Blueprint Investment Partners LLC | 971 | $226.0K | 0.06% | +60+6.6% | Added |
| Seaside Wealth Management, Inc. | 981 | $227.0K | 0.16% | +28+2.9% | Added |
| Axiom Advisory, LLC | 977 | $227.0K | 0.27% | +19+2.0% | Added |
| Perritt Capital Management Inc | 977 | $228.0K | 0.15% | −100−9.3% | Reduced |
| Paloma Partners Management Co | 981 | $229.0K | 0.04% | −4,520−82.2% | Reduced |
| Dravo Bay LLC | 982 | $229.0K | 0.21% | +982 | New |
| Alpha Paradigm Partners, LLC | 992 | $231.0K | 0.10% | −6,146−86.1% | Reduced |
| Whitcomb & Hess, Inc. | 992 | $231.0K | 0.10% | −12−1.2% | Reduced |