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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Grace & White Inc | 9,150 | $2.13M | 0.46% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 9,155 | $2.13M | 0.60% | 00.0% | Unchanged |
| Round Table Services, LLC | 9,163 | $2.13M | 0.42% | +451+5.2% | Added |
| Tilia Fiduciary Partners, Inc. | 9,473 | $2.13M | 2.16% | +443+4.9% | Added |
| Index Fund Advisors, Inc. | 9,174 | $2.14M | 0.17% | +436+5.0% | Added |
| Cutter & CO Brokerage, Inc. | 9,201 | $2.14M | 0.80% | +16+0.2% | Added |
| Midwest Professional Planners, LTD. | 9,226 | $2.15M | 1.28% | +584+6.8% | Added |
| Merrion Investment Management Co, LLC | 9,236 | $2.15M | 2.12% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 9,248 | $2.15M | 2.17% | +52+0.6% | Added |
| Foresight Wealth Management, LLC | 9,266 | $2.16M | 0.92% | −27−0.3% | Reduced |
| H. L. Ormond & Company, LLC | 9,282 | $2.16M | 3.47% | +223+2.5% | Added |
| DMG Group, LLC | 8,991 | $2.16M | 2.61% | −30−0.3% | Reduced |
| Eagle Bluffs Wealth Management LLC | 9,297 | $2.17M | 2.50% | +263+2.9% | Added |
| Hussman Strategic Advisors, Inc. | 9,300 | $2.17M | 0.37% | +4,120+79.5% | Added |
| Concord Asset Management, LLC | 9,303 | $2.17M | 1.68% | −11−0.1% | Reduced |
| Towercrest Capital Management | 9,319 | $2.17M | 0.51% | +20.0% | Added |
| JJJ Advisors Inc. | 9,483 | $2.17M | 0.71% | −541−5.4% | Reduced |
| Tarbox Family Office, Inc. | 8,463 | $2.17M | 0.52% | −640−7.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 9,334 | $2.17M | 0.04% | +587+6.7% | Added |
| HT Partners LLC | 9,367 | $2.18M | 0.93% | −121−1.3% | Reduced |
| Investment Advisory Group, LLC | 9,368 | $2.18M | 1.51% | +73+0.8% | Added |
| Beacon Financial Advisory LLC | 9,384 | $2.19M | 1.56% | −4,066−30.2% | Reduced |
| Argus Investors' Counsel, Inc. | 9,391 | $2.19M | 1.95% | −1,409−13.0% | Reduced |
| Precept Management LLC | 9,400 | $2.19M | 17.45% | −8,700−48.1% | Reduced |
| Titleist Asset Management, Ltd. | 9,410 | $2.19M | 0.52% | −427−4.3% | Reduced |
| Arvest Trust Co N A | 9,417 | $2.19M | 0.15% | −450−4.6% | Reduced |
| Capstone Wealth Management Group, LLC | 9,419 | $2.19M | 2.81% | +310+3.4% | Added |
| Levy Wealth Management Group, LLC | 9,431 | $2.20M | 0.95% | +2,544+36.9% | Added |
| Goldstream Capital Management Ltd | 9,450 | $2.20M | 1.84% | +1,450+18.1% | Added |
| Colrain Capital LLC | 9,500 | $2.21M | 3.69% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 9,534 | $2.22M | 0.47% | −237−2.4% | Reduced |
| Purus Wealth Management, LLC | 9,536 | $2.22M | 2.05% | +894+10.3% | Added |
| KLCM Advisors, Inc. | 9,537 | $2.22M | 0.52% | +1,522+19.0% | Added |
| Single Point Partners, LLC | 9,546 | $2.22M | 0.61% | −1,732−15.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 9,547 | $2.22M | 0.98% | −101−1.0% | Reduced |
| Members Capital Advisors Inc | 9,555 | $2.23M | 1.75% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 9,556 | $2.23M | 0.71% | +132+1.4% | Added |
| Keebeck Alpha, LP | 9,557 | $2.23M | 1.20% | +68+0.7% | Added |
| Omnia Family Wealth, LLC | 9,560 | $2.23M | 1.83% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 9,589 | $2.23M | 0.56% | +286+3.1% | Added |
| Insight Inv LLC | 9,597 | $2.23M | 2.48% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 9,607 | $2.24M | 1.36% | −59−0.6% | Reduced |
| Fluent Financial, LLC | 9,613 | $2.24M | 1.23% | −1,694−15.0% | Reduced |
| First National Corp | 9,625 | $2.24M | 0.61% | +162+1.7% | Added |
| Zeit Capital LLC | 9,650 | $2.25M | 2.33% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 9,648 | $2.25M | 0.26% | +120+1.3% | Added |
| Walker Financial Services, Inc. | 9,648 | $2.25M | 2.10% | −1,277−11.7% | Reduced |
| Waypoint Capital Advisors, LLC | 9,651 | $2.25M | 0.98% | −229−2.3% | Reduced |
| Affinity Capital Advisors, LLC | 9,659 | $2.25M | 0.79% | +79+0.8% | Added |
| Woodard & Co Asset Management Group Inc | 9,665 | $2.25M | 1.04% | +628+6.9% | Added |
| Red Wave Investments LLC | 9,704 | $2.26M | 0.98% | +182+1.9% | Added |
| Semmax Financial Advisors Inc. | 9,919 | $2.26M | 0.96% | +1,585+19.0% | Added |
| Atlas Private Wealth Advisors | 9,722 | $2.26M | 1.36% | −281−2.8% | Reduced |
| VERITY Wealth Advisors | 9,719 | $2.26M | 2.32% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 9,731 | $2.27M | 1.29% | +82+0.8% | Added |
| Peoples Bank | 9,737 | $2.27M | 1.52% | −121−1.2% | Reduced |
| ASB Consultores, LLC | 9,750 | $2.27M | 1.07% | +2,081+27.1% | Added |
| MKT Advisors LLC | 9,762 | $2.27M | 1.98% | +85+0.9% | Added |
| Running Point Capital Advisors, LLC | 9,782 | $2.28M | 1.51% | +470+5.0% | Added |
| Cross Staff Investments Inc | 9,784 | $2.28M | 2.55% | +20.0% | Added |
| Sonen Capital LLC | 9,787 | $2.28M | 3.70% | −1,986−16.9% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 9,790 | $2.28M | 3.43% | −160−1.6% | Reduced |
| Integrity Financial Corp | 9,801 | $2.28M | 2.40% | −203−2.0% | Reduced |
| TTP Investments, Inc. | 9,833 | $2.29M | 2.76% | +363+3.8% | Added |
| Rbo & Co LLC | 9,835 | $2.29M | 0.46% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 9,842 | $2.29M | 1.31% | 00.0% | Unchanged |
| MA Private Wealth | 9,285 | $2.30M | 0.57% | −18−0.2% | Reduced |
| CKW Financial Group | 9,872 | $2.30M | 0.43% | +77+0.8% | Added |
| Prostatis Group LLC | 9,905 | $2.31M | 2.66% | +4,560+85.3% | Added |
| Lumbard & Kellner, LLC | 9,906 | $2.31M | 1.20% | 00.0% | Unchanged |
| Alesco Advisors LLC | 9,920 | $2.31M | 0.10% | −122−1.2% | Reduced |
| Marshall Financial Group LLC | 9,922 | $2.31M | 0.98% | +91+0.9% | Added |
| Prentiss Smith & Co Inc | 9,933 | $2.31M | 2.06% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 9,939 | $2.31M | 2.51% | +561+6.0% | Added |
| William Allan, LLC | 9,942 | $2.32M | 2.14% | +15+0.2% | Added |
| Eidelman Virant Capital | 9,834 | $2.32M | 1.71% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 9,969 | $2.32M | 0.72% | +1,203+13.7% | Added |
| Wulff, Hansen & Co. | 9,982 | $2.33M | 2.91% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 9,988 | $2.33M | 0.98% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 9,986 | $2.33M | 1.85% | +92+0.9% | Added |
| Verity Asset Management, Inc. | 9,990 | $2.33M | 2.40% | +9,990 | New |
| Tortoise Investment Management, LLC | 9,991 | $2.33M | 0.45% | +1,544+18.3% | Added |
| Lehman & Derafelo Financial Resources LLC | 10,030 | $2.34M | 0.74% | −8−0.1% | Reduced |
| Paragon Financial Partners, Inc. | 10,030 | $2.34M | 2.63% | +40.0% | Added |
| Aire Advisors, LLC | 10,030 | $2.34M | 0.81% | +784+8.5% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 10,038 | $2.34M | 1.72% | +2,600+35.0% | Added |
| Evergreen Wealth Solutions, LLC | 10,064 | $2.34M | 3.33% | −40.0% | Reduced |
| MBA Advisors LLC | 10,074 | $2.35M | 1.70% | +10.0% | Added |
| Derbend Asset Management | 10,074 | $2.35M | 1.87% | +34+0.3% | Added |
| Ledge Wealth Management, Inc. | 10,080 | $2.35M | 1.44% | −1,861−15.6% | Reduced |
| Calton & Associates, Inc. | 10,089 | $2.35M | 1.35% | −772−7.1% | Reduced |
| Retirement Planning Group | 10,090 | $2.35M | 0.30% | +4,913+94.9% | Added |
| New Jersey Better Educational Savings Trust | 10,124 | $2.36M | 7.90% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 10,123 | $2.36M | 1.54% | +202+2.0% | Added |
| Relative Value Partners Group, LLC | 10,131 | $2.36M | 0.19% | −5,818−36.5% | Reduced |
| Capital Performance Advisors LLP | 10,159 | $2.37M | 1.53% | −157−1.5% | Reduced |
| Northstar Group, Inc. | 10,154 | $2.37M | 0.71% | +335+3.4% | Added |
| Bouchey Financial Group Ltd | 10,165 | $2.37M | 0.35% | −362−3.4% | Reduced |
| ERn Financial, LLC | 10,171 | $2.37M | 0.61% | +935+10.1% | Added |
| Portolan Capital Management, LLC | 10,225 | $2.38M | 0.25% | 00.0% | Unchanged |