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
- 4,509
- +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
- 1,831 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 |
|---|---|---|---|---|---|
| Collective Family Office LLC | 8,016 | $1.87M | 0.93% | −2,105−20.8% | Reduced |
| PSI Advisors, LLC | 8,039 | $1.87M | 0.98% | −741−8.4% | Reduced |
| Truepoint, Inc. | 8,039 | $1.87M | 0.10% | −656−7.5% | Reduced |
| Newport Capital Group, LLC | 7,641 | $1.87M | 0.97% | +3,800+98.9% | Added |
| FFT Wealth Management LLC | 8,051 | $1.88M | 0.26% | +5,412+205.1% | Added |
| Arbor Investment Advisors, LLC | 8,088 | $1.88M | 0.46% | −3,754−31.7% | Reduced |
| Landaas & Co | 8,125 | $1.89M | 1.20% | +10.0% | Added |
| S.C. Financial Services, Inc. | 8,132 | $1.89M | 3.00% | −33−0.4% | Reduced |
| Independent Wealth Network Inc. | 8,150 | $1.90M | 1.48% | −150−1.8% | Reduced |
| Northeast Financial Group, Inc. | 8,152 | $1.90M | 1.71% | −59−0.7% | Reduced |
| Human Investing LLC | 8,153 | $1.90M | 0.48% | +1,006+14.1% | Added |
| Penobscot Wealth Management | 8,164 | $1.90M | 1.84% | +488+6.4% | Added |
| Sound Income Strategies, LLC | 8,174 | $1.90M | 0.28% | +801+10.9% | Added |
| Demars Financial Group, LLC | 8,235 | $1.92M | 1.14% | +501+6.5% | Added |
| Rede Wealth, LLC | 8,241 | $1.92M | 1.14% | +185+2.3% | Added |
| Salvus Wealth Management, LLC | 8,261 | $1.92M | 1.83% | +172+2.1% | Added |
| Cypress Wealth Services, LLC | 8,224 | $1.93M | 0.66% | −541−6.2% | Reduced |
| Mount Lucas Management LP | 8,268 | $1.93M | 0.66% | −194−2.3% | Reduced |
| Southern Capital Advisors, LLC | 8,275 | $1.93M | 1.58% | −117−1.4% | Reduced |
| LSP Investment Advisors, LLC | 8,280 | $1.93M | 0.82% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 8,330 | $1.94M | 0.67% | +225+2.8% | Added |
| Source Financial Advisors LLC | 8,337 | $1.94M | 0.77% | +913+12.3% | Added |
| BlackDiamond Wealth Management Inc. | 7,751 | $1.94M | 2.34% | +650+9.2% | Added |
| Summit Wealth & Retirement Planning, Inc. | 8,353 | $1.95M | 0.77% | −20.0% | Reduced |
| Three Bridge Wealth Advisors, LLC | 8,356 | $1.95M | 0.99% | −143−1.7% | Reduced |
| blooom, inc. | 7,527 | $1.96M | 3.77% | +689+10.1% | Added |
| GenTrust, LLC | 8,423 | $1.96M | 0.17% | +603+7.7% | Added |
| Opal Wealth Advisors, LLC | 8,440 | $1.97M | 1.43% | +97+1.2% | Added |
| Round Hill Asset Management | 8,459 | $1.97M | 1.34% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 8,475 | $1.97M | 1.59% | +13+0.2% | Added |
| Groesbeck Investment Management Corp | 7,688 | $1.98M | 3.26% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 8,450 | $1.98M | 2.89% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 8,496 | $1.98M | 0.77% | +131+1.6% | Added |
| Ellis Investment Partners, LLC | 8,498 | $1.98M | 0.55% | +69+0.8% | Added |
| Acima Private Wealth, LLC | 8,499 | $1.98M | 1.02% | 00.0% | Unchanged |
| Dalton Investments LLC | 8,500 | $1.98M | 1.63% | +8,500 | New |
| Legacy Bridge, LLC | 8,520 | $1.98M | 1.58% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 8,523 | $1.99M | 0.35% | +319+3.9% | Added |
| Sweet Financial Partners, LLC | 8,522 | $1.99M | 0.63% | +336+4.1% | Added |
| Global Strategic Investment Solutions, LLC | 8,540 | $1.99M | 0.10% | +3,049+55.5% | Added |
| Goodwin Daniel L | 8,555 | $1.99M | 1.15% | −360−4.0% | Reduced |
| Wilson & Boucher Capital Management, LLC | 8,547 | $1.99M | 2.32% | −174−2.0% | Reduced |
| Neumann Capital Management, LLC | 8,557 | $1.99M | 1.03% | −510−5.6% | Reduced |
| Morris Retirement Advisors, LLC | 8,713 | $2.00M | 1.70% | +192+2.3% | Added |
| Walker Asset Management, LLC | 8,584 | $2.00M | 1.80% | +162+1.9% | Added |
| Mascoma Wealth Management LLC | 8,585 | $2.00M | 0.69% | +538+6.7% | Added |
| Focused Wealth Management, Inc | 8,602 | $2.00M | 0.42% | −73−0.8% | Reduced |
| Clark Financial Services Group Inc | 8,600 | $2.00M | 2.11% | +8,600 | New |
| OneAscent Financial Services LLC | 8,628 | $2.01M | 0.80% | −1,028−10.6% | Reduced |
| Ti-Trust, Inc | 8,633 | $2.01M | 2.17% | −35−0.4% | Reduced |
| Concentrum Wealth Management | 8,675 | $2.02M | 1.76% | +4,676+116.9% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,676 | $2.02M | 0.71% | +10+0.1% | Added |
| American Investment Services, Inc. | 8,678 | $2.02M | 0.48% | +7,596+702.0% | Added |
| Sovereign Financial Group, Inc. | 8,697 | $2.03M | 0.82% | +138+1.6% | Added |
| Mount Capital Ltd | 8,700 | $2.03M | 0.86% | +8,700 | New |
| Wealth Quarterback LLC | 8,703 | $2.03M | 2.16% | +588+7.2% | Added |
| Landmark Financial Advisors, LLC | 8,722 | $2.03M | 1.07% | +979+12.6% | Added |
| Next Level Private LLC | 8,159 | $2.03M | 1.79% | −5,797−41.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 8,996 | $2.04M | 0.59% | +30+0.3% | Added |
| TMD Wealth Management, LLC | 8,768 | $2.04M | 0.92% | +259+3.0% | Added |
| Hartline Investment Corp | 8,781 | $2.04M | 1.69% | −91,150−91.2% | Reduced |
| Latitude Advisors, LLC | 8,781 | $2.04M | 1.69% | +1,238+16.4% | Added |
| Apeiron RIA LLC | 8,962 | $2.04M | 0.94% | −383−4.1% | Reduced |
| Sterneck Capital Management, LLC | 8,802 | $2.05M | 1.45% | +10+0.1% | Added |
| SFE Investment Counsel | 8,803 | $2.05M | 0.65% | +180+2.1% | Added |
| Colonial River Wealth Management, LLC | 8,807 | $2.05M | 1.43% | +38+0.4% | Added |
| Traverso Chambers Private Wealth Management, LLC | 8,810 | $2.05M | 0.63% | +181+2.1% | Added |
| Lumature Wealth Partners, LLC | 8,822 | $2.06M | 1.10% | +441+5.3% | Added |
| Geller Advisors LLC | 8,839 | $2.06M | 0.45% | −2,503−22.1% | Reduced |
| Conway Capital Management, Inc. | 8,870 | $2.07M | 1.84% | 00.0% | Unchanged |
| McAlister, Sweet & Associates, Inc. | 8,875 | $2.07M | 2.21% | −1,107−11.1% | Reduced |
| Gould Asset Management LLC | 8,879 | $2.07M | 0.70% | −141−1.6% | Reduced |
| Susquehanna International Group Ltd. | 8,895 | $2.07M | 0.67% | +7,470+524.2% | Added |
| Pointe Capital Management LLC | 8,899 | $2.07M | 1.66% | +357+4.2% | Added |
| One + One Wealth Management, LLC | 8,910 | $2.08M | 1.69% | −312−3.4% | Reduced |
| Oxford Financial Group Ltd | 8,912 | $2.08M | 0.31% | −1,574−15.0% | Reduced |
| NinePointTwo Capital | 8,928 | $2.08M | 0.84% | +1,431+19.1% | Added |
| Deseret Mutual Benefit Administrators | 8,939 | $2.08M | 0.59% | −1,710−16.1% | Reduced |
| Alliance Wealth Advisors, LLC | 8,949 | $2.08M | 1.94% | −436−4.6% | Reduced |
| Pecaut & Co. | 8,962 | $2.09M | 1.11% | −465−4.9% | Reduced |
| Alhambra Investment Partners LLC | 8,977 | $2.09M | 1.59% | −63−0.7% | Reduced |
| Traphagen Investment Advisors LLC | 8,987 | $2.09M | 0.39% | +220+2.5% | Added |
| Provident Trust Co | 9,004 | $2.10M | 0.06% | −750−7.7% | Reduced |
| Arabesque Asset Management Ltd | 9,010 | $2.10M | 1.02% | −5,139−36.3% | Reduced |
| Wellspring Financial Advisors, LLC | 8,975 | $2.10M | 0.78% | +267+3.1% | Added |
| Mayport, LLC | 9,039 | $2.10M | 1.71% | +90+1.0% | Added |
| Kaizen Financial Strategies | 9,044 | $2.11M | 2.15% | +363+4.2% | Added |
| D'Orazio & Associates, Inc. | 9,049 | $2.11M | 0.62% | −121−1.3% | Reduced |
| Oliver Luxxe Assets LLC | 9,057 | $2.11M | 0.66% | −259−2.8% | Reduced |
| SRS Capital Advisors, Inc. | 9,066 | $2.11M | 0.33% | +776+9.4% | Added |
| Reitz Capital Advisors LLC | 9,077 | $2.11M | 1.94% | +346+4.0% | Added |
| Globeflex Capital L P | 9,086 | $2.12M | 0.36% | +9,086 | New |
| Castle Wealth Management LLC | 9,091 | $2.12M | 1.28% | +337+3.8% | Added |
| Diversified, LLC | 9,091 | $2.12M | 1.07% | +1,405+18.3% | Added |
| Carson Advisory Inc. | 9,107 | $2.12M | 2.35% | −57−0.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 9,111 | $2.12M | 0.31% | +2,206+31.9% | Added |
| Heron Financial Group, LLC | 9,114 | $2.12M | 1.31% | +35+0.4% | Added |
| White Knight Strategic Wealth Advisors, LLC | 9,121 | $2.12M | 3.04% | +221+2.5% | Added |
| Nvest Financial, LLC | 9,127 | $2.13M | 3.01% | −9−0.1% | Reduced |
| Delta Capital Management LLC | 9,150 | $2.13M | 1.74% | 00.0% | Unchanged |