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 |
|---|---|---|---|---|---|
| New World Advisors LLC | 7,035 | $1.64M | 0.78% | +692+10.9% | Added |
| Doliver Advisors, LP | 7,043 | $1.64M | 0.61% | +2,022+40.3% | Added |
| Wolff Financial Management LLC | 7,073 | $1.65M | 0.75% | +285+4.2% | Added |
| Silverleafe Capital Partners, LLC | 7,072 | $1.65M | 1.05% | +1,881+36.2% | Added |
| TD Capital Management LLC | 7,081 | $1.65M | 0.23% | +20.0% | Added |
| Compass Financial Advisors LLC | 7,087 | $1.65M | 2.45% | −89−1.2% | Reduced |
| SJS Investment Consulting Inc. | 7,094 | $1.65M | 0.56% | +7,094 | New |
| Triton Wealth Management, PLLC | 6,651 | $1.65M | 0.98% | +452+7.3% | Added |
| Hamilton Capital, LLC | 7,113 | $1.66M | 0.11% | −634−8.2% | Reduced |
| CMG Global Holdings, LLC | 7,130 | $1.66M | 1.79% | +956+15.5% | Added |
| Spotlight Asset Group, Inc. | 6,856 | $1.66M | 1.65% | +6,856 | New |
| Southland Equity Partners LLC | 7,132 | $1.66M | 0.82% | +123+1.8% | Added |
| Triad Financial Advisors, Inc. | 7,151 | $1.67M | 0.91% | +16+0.2% | Added |
| Objective Capital Management, LLC | 7,174 | $1.67M | 1.78% | +37+0.5% | Added |
| Advance Capital Management, Inc. | 7,175 | $1.67M | 0.20% | +221+3.2% | Added |
| Baldrige Asset Management LLC | 7,181 | $1.67M | 0.80% | −17−0.2% | Reduced |
| Aprio Wealth Management, LLC | 7,190 | $1.67M | 0.67% | +3,421+90.8% | Added |
| Safeguard Investment Advisory Group, LLC | 7,200 | $1.68M | 1.15% | +915+14.6% | Added |
| Burns Matteson Capital Management, LLC | 7,217 | $1.68M | 1.24% | +154+2.2% | Added |
| Firestone Capital Management | 7,222 | $1.68M | 0.68% | +309+4.5% | Added |
| MPS Loria Financial Planners, LLC | 7,221 | $1.68M | 0.65% | +466+6.9% | Added |
| Rockbridge Investment Management, LCC | 7,242 | $1.69M | 0.40% | +229+3.3% | Added |
| Dimension Capital Management LLC | 7,251 | $1.69M | 0.41% | +13+0.2% | Added |
| High Falls Advisors, Inc | 7,262 | $1.69M | 0.55% | +20.0% | Added |
| Elmwood Wealth Management, Inc. | 7,261 | $1.69M | 0.84% | +140+2.0% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 7,265 | $1.69M | 0.83% | −89−1.2% | Reduced |
| Wolf Group Capital Advisors | 7,288 | $1.70M | 0.93% | −14−0.2% | Reduced |
| Aspire Private Capital, LLC | 7,287 | $1.70M | 0.65% | +132+1.8% | Added |
| PCG Wealth Advisors, LLC | 7,307 | $1.70M | 0.61% | +3,431+88.5% | Added |
| Bickling Financial Services, Inc. | 7,311 | $1.70M | 1.15% | −78−1.1% | Reduced |
| Genesee Capital Advisors, LLC | 7,328 | $1.71M | 1.30% | −1,005−12.1% | Reduced |
| Clarity Wealth Advisors, LLC | 7,336 | $1.71M | 1.03% | −517−6.6% | Reduced |
| Xcel Wealth Management, LLC | 7,385 | $1.72M | 0.64% | +600+8.8% | Added |
| WealthCare Investment Partners, LLC | 7,392 | $1.72M | 1.42% | +18+0.2% | Added |
| Twin Focus Capital Partners, LLC | 7,392 | $1.72M | 0.41% | −926−11.1% | Reduced |
| Gill Capital Partners, LLC | 7,417 | $1.73M | 0.90% | +315+4.4% | Added |
| Pinnacle Wealth Management, LLC | 7,431 | $1.73M | 2.10% | +114+1.6% | Added |
| Blackston Financial Advisory Group, LLC | 7,462 | $1.73M | 1.22% | +447+6.4% | Added |
| Alterna Wealth Management, Inc | 7,456 | $1.74M | 2.06% | +4,807+181.5% | Added |
| Absolute Capital Management, LLC | 7,459 | $1.74M | 2.28% | +1,112+17.5% | Added |
| Oder Investment Management, LLC | 7,460 | $1.74M | 2.04% | +26+0.3% | Added |
| Sugarloaf Wealth Management, LLC | 7,464 | $1.74M | 0.45% | +20.0% | Added |
| CastleKnight Management LP | 7,475 | $1.74M | 0.55% | +7,475 | New |
| Charter Oak Capital Management, LLC | 7,486 | $1.74M | 0.28% | −1,703−18.5% | Reduced |
| Manchester Financial Inc | 7,487 | $1.74M | 0.50% | +113+1.5% | Added |
| Willner & Heller, LLC | 7,493 | $1.75M | 2.82% | +234+3.2% | Added |
| Aristides Capital LLC | 7,502 | $1.75M | 1.49% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 7,512 | $1.75M | 0.80% | +1,573+26.5% | Added |
| Kathmere Capital Management, LLC | 7,539 | $1.76M | 0.35% | −1,301−14.7% | Reduced |
| Outlook Wealth Advisors, LLC | 7,584 | $1.77M | 0.79% | +20.0% | Added |
| Oak Asset Management, LLC | 7,582 | $1.77M | 0.86% | +7,582 | New |
| Washburn Capital Management, Inc. | 7,593 | $1.77M | 1.69% | −450−5.6% | Reduced |
| Stewart Asset Management, LLC | 7,592 | $1.77M | 1.28% | +2,503+49.2% | Added |
| Trevian Wealth Management LLC | 7,630 | $1.78M | 2.01% | +738+10.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,634 | $1.78M | 1.03% | +579+8.2% | Added |
| Advisory Resource Group | 7,640 | $1.78M | 0.59% | +306+4.2% | Added |
| Fernwood Investment Management, LLC | 7,647 | $1.78M | 0.75% | +87+1.2% | Added |
| Financial Advisory Group | 7,668 | $1.79M | 0.40% | −154−2.0% | Reduced |
| Sunburst Financial Group, LLC | 7,709 | $1.79M | 0.87% | +103+1.4% | Added |
| Aua Capital Management, LLC | 7,730 | $1.80M | 1.19% | −989−11.3% | Reduced |
| Golden Green, Inc. | 7,730 | $1.80M | 1.94% | +1,122+17.0% | Added |
| Storm King Capital Partners, LLC | 7,746 | $1.80M | 19.56% | 00.0% | Unchanged |
| Lipe & Dalton | 7,753 | $1.81M | 1.13% | +200+2.6% | Added |
| Tealwood Asset Management Inc | 7,758 | $1.81M | 0.98% | +30.0% | Added |
| Redhawk Wealth Advisors, Inc. | 7,762 | $1.81M | 0.77% | −880−10.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 7,771 | $1.81M | 1.26% | +75+1.0% | Added |
| Clearview Wealth Advisors LLC | 7,778 | $1.81M | 1.44% | 00.0% | Unchanged |
| WP Advisors, LLC | 7,787 | $1.81M | 0.82% | +845+12.2% | Added |
| OPSEU Pension Plan Trust Fund | 7,641 | $1.81M | 0.48% | +70+0.9% | Added |
| WealthTrust Asset Management, LLC | 7,798 | $1.82M | 1.91% | −4−0.1% | Reduced |
| Krane Funds Advisors LLC | 7,798 | $1.82M | 0.09% | +4,764+157.0% | Added |
| apricus wealth, LLC | 7,803 | $1.82M | 1.80% | +13+0.2% | Added |
| Campbell Wealth Management | 7,802 | $1.82M | 0.26% | +1,688+27.6% | Added |
| Firethorn Wealth Partners, LLC | 7,805 | $1.82M | 1.69% | −505−6.1% | Reduced |
| Doheny Asset Management | 7,822 | $1.82M | 1.83% | +7,822 | New |
| IMPACTfolio, LLC | 7,833 | $1.82M | 1.78% | +827+11.8% | Added |
| Paces Ferry Wealth Advisors, LLC | 7,837 | $1.82M | 1.99% | −43−0.5% | Reduced |
| Arbor Capital Management Inc | 7,379 | $1.83M | 1.65% | +246+3.4% | Added |
| Fermata Advisors, LLC | 7,840 | $1.83M | 0.59% | −682−8.0% | Reduced |
| Westhampton Capital, LLC | 7,867 | $1.83M | 1.38% | −52−0.7% | Reduced |
| MinichMacGregor Wealth Management, LLC | 7,873 | $1.83M | 0.73% | +424+5.7% | Added |
| Wagner Wealth Management, LLC | 7,884 | $1.84M | 1.36% | +321+4.2% | Added |
| Barnes Pettey Financial Advisors, LLC | 7,888 | $1.84M | 2.51% | −61−0.8% | Reduced |
| KB Financial Partners, LLC | 7,893 | $1.84M | 0.66% | +579+7.9% | Added |
| Marks Group Wealth Management, Inc | 7,897 | $1.84M | 0.28% | −27−0.3% | Reduced |
| Cypress Capital, LLC | 7,899 | $1.84M | 0.65% | −105,850−93.1% | Reduced |
| Rational Advisors LLC | 7,901 | $1.84M | 0.15% | −2,099−21.0% | Reduced |
| Aft, Forsyth & Sober, LLC | 7,925 | $1.85M | 0.90% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 7,934 | $1.85M | 0.76% | +344+4.5% | Added |
| Tyler-Stone Wealth Management | 7,934 | $1.85M | 1.41% | +470+6.3% | Added |
| Opes Wealth Management LLC | 7,961 | $1.85M | 0.74% | +77+1.0% | Added |
| Otter Creek Advisors, LLC | 7,960 | $1.85M | 1.80% | +7,960 | New |
| Fortress Wealth Group, LLC | 7,987 | $1.86M | 1.40% | −672−7.8% | Reduced |
| Clearwater Capital Advisors, LLC | 7,988 | $1.86M | 0.26% | +572+7.7% | Added |
| Magnolia Capital Management Ltd | 7,993 | $1.86M | 1.92% | −245−3.0% | Reduced |
| Granite Point Capital Management, L.P. | 8,000 | $1.86M | 1.95% | 00.0% | Unchanged |
| Black Swift Group, LLC | 8,000 | $1.86M | 0.92% | +8,000 | New |
| Zimmermann Investment Management & Planning LLC | 8,003 | $1.86M | 1.16% | +236+3.0% | Added |
| Cassady Schiller Wealth Management, LLC | 8,010 | $1.86M | 1.08% | +320+4.2% | Added |
| Collective Family Office LLC | 8,016 | $1.87M | 0.93% | −2,105−20.8% | Reduced |