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, 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 | 6,248 | $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, 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 |
|---|---|---|---|---|---|
| Prescott Group Capital Management, L.L.C. | 6,000 | $1.40M | 0.43% | 00.0% | Unchanged |
| Viking Fund Management LLC | 6,000 | $1.40M | 0.33% | 00.0% | Unchanged |
| Latash Investments, LLC | 6,000 | $1.40M | 1.12% | 00.0% | Unchanged |
| Rodgers & Associates, LTD | 6,016 | $1.40M | 0.25% | +57+1.0% | Added |
| Horan Securities, Inc. | 6,032 | $1.41M | 0.88% | +21+0.3% | Added |
| US Financial Advisors, LLC | 6,049 | $1.41M | 0.79% | +173+2.9% | Added |
| Rocky Mountain Advisers, LLC | 6,070 | $1.41M | 1.84% | +30.0% | Added |
| Core Wealth Advisors, Inc. | 6,070 | $1.41M | 0.82% | +369+6.5% | Added |
| First National Bank Sioux Falls | 6,104 | $1.42M | 1.49% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 6,139 | $1.43M | 0.42% | +162+2.7% | Added |
| Hexagon Capital Partners LLC | 6,144 | $1.43M | 0.43% | −4,342−41.4% | Reduced |
| Intrepid Financial Planning Group LLC | 6,151 | $1.43M | 0.81% | +3,229+110.5% | Added |
| Reuter James Wealth Management, LLC | 6,176 | $1.44M | 0.98% | −61−1.0% | Reduced |
| CMC Financial Group | 6,182 | $1.44M | 3.39% | −471−7.1% | Reduced |
| Draper Asset Management, LLC | 6,194 | $1.44M | 1.75% | −6−0.1% | Reduced |
| Detalus Advisors, LLC | 6,202 | $1.44M | 0.87% | +62+1.0% | Added |
| Autus Asset Management, LLC | 6,205 | $1.45M | 0.28% | −18−0.3% | Reduced |
| Primoris Wealth Advisors, LLC | 6,210 | $1.45M | 2.58% | −3,590−36.6% | Reduced |
| Campion Asset Management LLC | 6,214 | $1.45M | 1.53% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 6,231 | $1.45M | 1.93% | −125−2.0% | Reduced |
| WFA of San Diego, LLC | 6,229 | $1.45M | 1.31% | +1,182+23.4% | Added |
| Old North State Wealth Management, LLC | 6,222 | $1.45M | 1.68% | +274+4.6% | Added |
| AllSquare Wealth Management LLC | 6,239 | $1.45M | 1.05% | −50−0.8% | Reduced |
| Western Financial Corporation | 6,246 | $1.46M | 1.02% | +748+13.6% | Added |
| AtlasMark Financial, Inc | 6,248 | $1.46M | 2.18% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 6,251 | $1.46M | 0.80% | −37−0.6% | Reduced |
| Profit Investment Management, LLC | 6,272 | $1.46M | 1.12% | −258−4.0% | Reduced |
| Deuterium Capital Management, LLC | 6,300 | $1.47M | 6.12% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 6,330 | $1.47M | 1.14% | −211−3.2% | Reduced |
| Hummer Financial Advisory Services Inc | 6,330 | $1.47M | 1.73% | −150−2.3% | Reduced |
| PRW Wealth Management LLC | 6,333 | $1.48M | 0.70% | −22−0.3% | Reduced |
| Birchcreek Wealth Management, LLC | 6,354 | $1.48M | 1.37% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 6,364 | $1.48M | 1.20% | −6−0.1% | Reduced |
| Alterity Financial Group, LLC | 6,367 | $1.48M | 2.40% | −214−3.3% | Reduced |
| Navalign, LLC | 6,385 | $1.49M | 0.67% | +7+0.1% | Added |
| RVW Wealth, LLC | 6,383 | $1.49M | 0.21% | +168+2.7% | Added |
| Cohen & Steers, Inc. | 6,399 | $1.49M | 0.00% | 00.0% | Unchanged |
| West Wealth Group, LLC | 6,411 | $1.49M | 0.76% | +998+18.4% | Added |
| Guild Investment Management, Inc. | 6,416 | $1.49M | 2.56% | +100+1.6% | Added |
| Goepper Burkhardt LLC | 6,425 | $1.50M | 1.11% | +101+1.6% | Added |
| Red Cedar Capital, LLC | 6,434 | $1.50M | 1.06% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 6,433 | $1.50M | 2.37% | +152+2.4% | Added |
| Capital Directions Investment Advisors, LLC | 0 | $1.50M | 0.58% | −6,490−100.0% | Reduced |
| Arcus Capital Partners, LLC | 6,462 | $1.50M | 0.63% | +1,495+30.1% | Added |
| Cortland Associates Inc | 6,475 | $1.51M | 0.27% | −13−0.2% | Reduced |
| Oak Family Advisors, LLC | 6,479 | $1.51M | 0.98% | −686−9.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 6,496 | $1.51M | 1.03% | +779+13.6% | Added |
| FOCUS Wealth Advisors, LLC | 6,511 | $1.52M | 1.07% | −16−0.2% | Reduced |
| WestHill Financial Advisors, Inc. | 6,516 | $1.52M | 0.52% | −23−0.4% | Reduced |
| Barden Capital Management, Inc. | 6,544 | $1.52M | 1.77% | +188+3.0% | Added |
| Ade, LLC | 6,550 | $1.52M | 1.71% | −51−0.8% | Reduced |
| Cedar Wealth Management, LLC | 6,556 | $1.53M | 0.76% | 00.0% | Unchanged |
| Meridian Financial, LLC | 6,564 | $1.53M | 1.78% | +51+0.8% | Added |
| Summit Wealth Partners, LLC | 6,567 | $1.53M | 0.43% | +90+1.4% | Added |
| Norwood Financial Corp | 6,573 | $1.53M | 2.71% | +81+1.2% | Added |
| Cooper/Haims Advisors, LLC | 6,582 | $1.53M | 1.27% | −393−5.6% | Reduced |
| Momentum Advisors, LLC | 6,590 | $1.53M | 1.70% | +182+2.8% | Added |
| Parkside Advisors LLC | 6,596 | $1.54M | 0.58% | −74−1.1% | Reduced |
| Westshore Wealth, LLC | 6,602 | $1.54M | 1.06% | −167−2.5% | Reduced |
| Roble, Belko & Company, Inc | 6,606 | $1.54M | 0.37% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 6,608 | $1.54M | 1.84% | +232+3.6% | Added |
| LFA - Lugano Financial Advisors SA | 6,614 | $1.54M | 1.21% | +780+13.4% | Added |
| Fairbanks Capital Management, Inc. | 6,614 | $1.54M | 1.43% | +4,223+176.6% | Added |
| Eldridge Investment Advisors, Inc. | 6,624 | $1.54M | 0.60% | −48−0.7% | Reduced |
| TrueWealth Advisors, LLC | 6,652 | $1.55M | 0.73% | −4−0.1% | Reduced |
| Smallwood Wealth Investment Management, LLC | 6,653 | $1.55M | 1.40% | +622+10.3% | Added |
| Claris Advisors, LLC | 6,662 | $1.55M | 1.78% | −125−1.8% | Reduced |
| Retirement Income Solutions, Inc | 6,536 | $1.55M | 0.56% | 00.0% | Unchanged |
| BCS Wealth Management | 6,681 | $1.56M | 0.73% | −1,342−16.7% | Reduced |
| Coho Partners, Ltd. | 6,694 | $1.56M | 0.03% | 00.0% | Unchanged |
| Scott Investment Partners LLP | 6,700 | $1.56M | 4.19% | −22,500−77.1% | Reduced |
| F3Logic, LLC | 6,716 | $1.56M | 0.33% | −35−0.5% | Reduced |
| Sharkey, Howes & Javer | 6,720 | $1.56M | 0.34% | −1,298−16.2% | Reduced |
| Tennessee Valley Asset Management Partners | 6,756 | $1.57M | 0.62% | +9+0.1% | Added |
| KFA Private Wealth Group, LLC | 6,784 | $1.58M | 0.84% | +14+0.2% | Added |
| Pacific Capital Wealth Advisors, Inc | 6,791 | $1.58M | 0.43% | +907+15.4% | Added |
| Cedrus LLC | 6,808 | $1.59M | 1.50% | +123+1.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 6,810 | $1.59M | 1.59% | −243−3.4% | Reduced |
| ERTS Wealth Advisors, LLC | 6,810 | $1.59M | 0.45% | +710+11.6% | Added |
| Rappaport Reiches Capital Management, LLC | 6,817 | $1.59M | 0.81% | −815−10.7% | Reduced |
| Crew Capital Management, Ltd. | 6,822 | $1.59M | 2.16% | +140+2.1% | Added |
| Interchange Capital Partners, LLC | 6,826 | $1.59M | 1.74% | +1,312+23.8% | Added |
| Granite Bay Wealth Management, LLC | 6,849 | $1.59M | 1.28% | −100−1.4% | Reduced |
| Cowen Prime Advisors LLC | 6,850 | $1.59M | 0.92% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 6,852 | $1.59M | 0.72% | +21+0.3% | Added |
| Kohmann Bosshard Financial Services, LLC | 6,851 | $1.60M | 0.35% | +465+7.3% | Added |
| Nova R Wealth, Inc. | 6,859 | $1.60M | 1.30% | +10.0% | Added |
| Sofos Investments, Inc. | 4,844 | $1.60M | 0.19% | −6,435−57.1% | Reduced |
| Montis Financial, LLC | 6,900 | $1.61M | 1.55% | +138+2.0% | Added |
| Onyx Bridge Wealth Group LLC | 7,121 | $1.61M | 0.73% | −73−1.0% | Reduced |
| Burton Enright Welch | 6,926 | $1.61M | 0.80% | +218+3.2% | Added |
| AlphaCrest Capital Management LLC | 6,936 | $1.61M | 0.10% | −19,865−74.1% | Reduced |
| MGO Private Wealth, LLC | 6,939 | $1.62M | 0.77% | +6,939 | New |
| Elevated Capital Advisors, LLC | 6,944 | $1.62M | 0.64% | +6,944 | New |
| Emerald Mutual Fund Advisers Trust | 6,953 | $1.62M | 0.10% | +113+1.7% | Added |
| Sentinel Trust Co Lba | 6,958 | $1.62M | 0.27% | −2,257−24.5% | Reduced |
| Nottingham Advisors, Inc. | 6,981 | $1.63M | 0.23% | −48−0.7% | Reduced |
| Johnson Bixby & Associates, LLC | 6,988 | $1.63M | 0.41% | +259+3.8% | Added |
| Bridgeworth, LLC | 6,994 | $1.63M | 0.38% | +498+7.7% | Added |
| Vanguard Capital Wealth Advisors | 7,004 | $1.63M | 1.98% | −712−9.2% | Reduced |