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 |
|---|---|---|---|---|---|
| Peninsula Wealth, LLC | 10,250 | $2.39M | 0.84% | +251+2.5% | Added |
| Mirabella Financial Services LLP | 10,060 | $2.39M | 0.25% | −2,529−20.1% | Reduced |
| Financial Council Asset Management Inc | 10,282 | $2.40M | 2.77% | +6,489+171.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 10,288 | $2.40M | 1.41% | +539+5.5% | Added |
| Rock Creek Group, LP | 10,297 | $2.40M | 0.31% | +224+2.2% | Added |
| Islay Capital Management, LLC | 10,299 | $2.40M | 2.85% | −1,250−10.8% | Reduced |
| Palisades Hudson Asset Management, L.P. | 10,322 | $2.40M | 1.45% | −75−0.7% | Reduced |
| Samalin Investment Counsel, LLC | 10,398 | $2.42M | 1.78% | −518−4.7% | Reduced |
| Sunflower Bank, N.A. | 10,412 | $2.42M | 0.55% | −2,896−21.8% | Reduced |
| Barrett & Company, Inc. | 10,117 | $2.43M | 1.62% | +10,117 | New |
| Flaharty Asset Management, LLC | 10,444 | $2.43M | 0.50% | −224−2.1% | Reduced |
| QP Wealth Management, LLC | 10,244 | $2.43M | 3.50% | +138+1.4% | Added |
| Tectonic Advisors LLC | 10,467 | $2.44M | 0.45% | +37+0.4% | Added |
| Sowa Financial Group, Inc. | 10,483 | $2.44M | 1.93% | +10,483 | New |
| Zeal Asset Management Ltd | 10,238 | $2.44M | 8.32% | +10,238 | New |
| American Institute for Advanced Investment Management, LLP | 10,501 | $2.45M | 2.28% | −390−3.6% | Reduced |
| Full Sail Capital, LLC | 10,504 | $2.45M | 0.25% | −1,603−13.2% | Reduced |
| Intrinsic Value Partners, LLC | 10,525 | $2.45M | 3.41% | −20−0.2% | Reduced |
| NFP Retirement, Inc. | 10,532 | $2.45M | 0.60% | +24+0.2% | Added |
| CM Wealth Advisors LLC | 10,547 | $2.46M | 1.36% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 10,551 | $2.46M | 0.34% | +653+6.6% | Added |
| Truvestments Capital LLC | 10,553 | $2.46M | 1.55% | −884−7.7% | Reduced |
| Access Financial Services, Inc. | 10,563 | $2.46M | 1.59% | +64+0.6% | Added |
| Creative Financial Designs Inc | 10,580 | $2.46M | 0.40% | +539+5.4% | Added |
| Beirne Wealth Consulting Services, LLC | 10,603 | $2.47M | 0.94% | −500−4.5% | Reduced |
| Channing Global Advisors, LLC | 10,605 | $2.47M | 3.15% | −1,167−9.9% | Reduced |
| Sandy Cove Advisors, LLC | 10,610 | $2.47M | 2.22% | +44+0.4% | Added |
| Spouting Rock Asset Management, LLC | 10,618 | $2.47M | 1.90% | +50+0.5% | Added |
| Iron Financial, LLC | 10,656 | $2.48M | 1.36% | +2,649+33.1% | Added |
| Patrick Mauro Investment Advisor, INC. | 10,663 | $2.48M | 1.79% | +10,663 | New |
| Garner Asset Management Corp | 10,670 | $2.48M | 1.32% | −1,047−8.9% | Reduced |
| DSC Advisors, L.P. | 10,695 | $2.49M | 2.66% | −481−4.3% | Reduced |
| SRN Advisors, LLC | 10,711 | $2.49M | 2.09% | −761−6.6% | Reduced |
| Tributary Capital Management, LLC | 10,751 | $2.50M | 0.26% | −139−1.3% | Reduced |
| Marion Wealth Management | 10,753 | $2.50M | 1.29% | +1,003+10.3% | Added |
| Adams Wealth Management | 10,755 | $2.50M | 0.94% | +61+0.6% | Added |
| Retirement Capital Strategies | 10,788 | $2.51M | 1.15% | −22,485−67.6% | Reduced |
| Delphi Financial Group, Inc. | 10,800 | $2.52M | 1.50% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 10,814 | $2.52M | 0.53% | +737+7.3% | Added |
| Retirement Planning Co of New England, Inc. | 10,820 | $2.52M | 1.82% | +463+4.5% | Added |
| Coston, McIsaac & Partners | 10,826 | $2.52M | 1.15% | +302+2.9% | Added |
| Western Pacific Wealth Management, LP | 10,840 | $2.52M | 2.60% | +1,183+12.3% | Added |
| Ahrens Investment Partners LLC | 10,872 | $2.53M | 1.34% | −333−3.0% | Reduced |
| Norris Financial Group, LLC | 10,927 | $2.54M | 2.33% | +365+3.5% | Added |
| Seelaus Asset Management LLC | 10,967 | $2.55M | 2.03% | −445−3.9% | Reduced |
| Signature Wealth Management Partners, LLC | 10,995 | $2.56M | 2.82% | +147+1.4% | Added |
| TSFG, LLC | 11,041 | $2.57M | 1.20% | +359+3.4% | Added |
| Satovsky Asset Management LLC | 11,041 | $2.57M | 1.48% | +2,969+36.8% | Added |
| Sloy Dahl & Holst, LLC | 11,054 | $2.57M | 0.54% | +169+1.6% | Added |
| Parametrica Management Ltd | 11,065 | $2.58M | 5.26% | +3,556+47.4% | Added |
| Caliber Wealth Management, LLC | 11,074 | $2.58M | 2.04% | +119+1.1% | Added |
| Jacobsen Capital Management | 11,092 | $2.58M | 1.48% | +155+1.4% | Added |
| LGL Partners, LLC | 11,096 | $2.58M | 0.54% | +7,724+229.1% | Added |
| Cascade Investment Advisors, Inc. | 11,137 | $2.58M | 2.22% | +119+1.1% | Added |
| Strengthening Families & Communities, LLC | 11,120 | $2.59M | 1.35% | +310+2.9% | Added |
| St. Johns Investment Management Company, LLC | 11,118 | $2.59M | 1.70% | +301+2.8% | Added |
| Mendel Capital Management LLC | 11,116 | $2.59M | 3.04% | +667+6.4% | Added |
| Spinnaker Investment Group, LLC | 11,154 | $2.60M | 1.02% | +520+4.9% | Added |
| Bowman & Co S.C. | 11,184 | $2.60M | 2.36% | +423+3.9% | Added |
| Redmond Asset Management, LLC | 11,183 | $2.60M | 0.97% | +949+9.3% | Added |
| Meadow Creek Wealth Advisors LLC | 11,217 | $2.61M | 3.45% | −63−0.6% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 11,238 | $2.62M | 3.65% | +40+0.4% | Added |
| Compton Capital Management Inc | 11,242 | $2.62M | 1.75% | −5,370−32.3% | Reduced |
| Commons Capital, LLC | 11,244 | $2.62M | 4.15% | −50.0% | Reduced |
| Harbert Fund Advisors, Inc. | 11,250 | $2.62M | 2.09% | +4,300+61.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,256 | $2.62M | 0.26% | −14,769−56.7% | Reduced |
| Fortem Financial Group, LLC | 11,267 | $2.62M | 1.82% | +216+2.0% | Added |
| Harfst & Associates, Inc. | 11,269 | $2.63M | 0.79% | +356+3.3% | Added |
| Ballast, Inc. | 11,311 | $2.63M | 1.29% | −222−1.9% | Reduced |
| PBMares Wealth Management LLC | 11,309 | $2.63M | 1.15% | +306+2.8% | Added |
| Community Capital Management, Inc. | 11,350 | $2.64M | 3.46% | 00.0% | Unchanged |
| Five Oceans Advisors | 11,386 | $2.65M | 2.10% | −55−0.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 11,402 | $2.66M | 0.02% | −3,925−25.6% | Reduced |
| Sustainable Insight Capital Management, LLC | 11,404 | $2.66M | 3.10% | −1,079−8.6% | Reduced |
| Certified Advisory Corp | 11,475 | $2.67M | 0.61% | +202+1.8% | Added |
| 626 Financial, LLC | 11,483 | $2.67M | 2.17% | +236+2.1% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 11,485 | $2.67M | 1.25% | +77+0.7% | Added |
| Flynn Zito Capital Management, LLC | 11,522 | $2.68M | 2.66% | +4,752+70.2% | Added |
| Menard Financial Group LLC | 11,541 | $2.69M | 4.86% | −952−7.6% | Reduced |
| Watershed Asset Management, L.L.C. | 11,550 | $2.69M | 3.51% | −450−3.8% | Reduced |
| Greenup Street Wealth Management LLC | 11,550 | $2.69M | 1.22% | +2,095+22.2% | Added |
| Triumph Capital Management | 11,574 | $2.70M | 1.47% | −575−4.7% | Reduced |
| 1776 Wealth LLC | 11,606 | $2.70M | 2.05% | +40+0.3% | Added |
| Forte Asset Management LLC | 11,629 | $2.71M | 1.80% | 00.0% | Unchanged |
| Keene & Associates, Inc. | 11,637 | $2.71M | 2.49% | +8+0.1% | Added |
| GeoWealth Management, LLC | 11,647 | $2.71M | 0.30% | +1,648+16.5% | Added |
| Cardinal Strategic Wealth Guidance | 11,598 | $2.71M | 1.44% | +359+3.2% | Added |
| Drive Wealth Management, LLC | 11,646 | $2.71M | 2.58% | +1,767+17.9% | Added |
| KLK Capital Management LLC | 11,647 | $2.71M | 3.59% | +11,647 | New |
| First Capital Advisors Group, LLC. | 11,648 | $2.71M | 2.27% | −907−7.2% | Reduced |
| Well Done, LLC | 11,653 | $2.71M | 0.66% | −1,486−11.3% | Reduced |
| MJP Associates Inc | 11,661 | $2.72M | 0.81% | +75+0.6% | Added |
| Day & Ennis, LLC | 11,671 | $2.72M | 1.13% | −121−1.0% | Reduced |
| IAM Advisory, LLC | 11,718 | $2.73M | 1.15% | +114+1.0% | Added |
| Laraway Financial Inc | 11,720 | $2.73M | 3.05% | −20−0.2% | Reduced |
| KWB Wealth | 11,741 | $2.73M | 0.55% | +117+1.0% | Added |
| Accretive Wealth Partners, LLC | 11,750 | $2.74M | 2.08% | −30.0% | Reduced |
| Smith Shellnut Wilson LLC | 11,751 | $2.74M | 1.82% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 11,755 | $2.74M | 0.28% | 00.0% | Unchanged |
| Crystal Rock Capital Management | 461,149 | $2.74M | 2.82% | +447,854+3,368.6% | Added |