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 |
|---|---|---|---|---|---|
| Advus Financial Partners, LLC | 11,763 | $2.74M | 1.46% | +1,476+14.3% | Added |
| Emerald Advisors, LLC | 11,788 | $2.75M | 0.80% | +107+0.9% | Added |
| Todd Asset Management LLC | 11,795 | $2.75M | 0.08% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 11,794 | $2.75M | 2.32% | +68+0.6% | Added |
| Manhattan West Asset Management, LLC | 11,801 | $2.75M | 1.70% | +869+7.9% | Added |
| Covenant Partners, LLC | 11,806 | $2.75M | 1.34% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 11,813 | $2.75M | 3.01% | +260+2.3% | Added |
| Israel Discount Bank of New York | 11,852 | $2.76M | 2.28% | +166+1.4% | Added |
| Prudent Man Advisors, LLC | 11,864 | $2.76M | 1.31% | +47+0.4% | Added |
| Boothbay Fund Management, LLC | 11,883 | $2.77M | 0.09% | +6,900+138.5% | Added |
| Gyroscope Capital Management Group, LLC | 11,907 | $2.77M | 1.07% | −9,150−43.5% | Reduced |
| Granger Management LLC | 11,915 | $2.77M | 0.86% | +103+0.9% | Added |
| Gitterman Wealth Management, LLC | 11,929 | $2.78M | 2.87% | +319+2.7% | Added |
| Ashford Capital Management Inc | 11,941 | $2.78M | 0.42% | −88−0.7% | Reduced |
| Gables Capital Management Inc. | 11,977 | $2.79M | 2.24% | −420−3.4% | Reduced |
| Cunning Capital Partners, LP | 11,975 | $2.79M | 2.21% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 12,003 | $2.79M | 3.83% | +20+0.2% | Added |
| Brevan Howard Capital Management LP | 12,000 | $2.79M | 1.06% | +6,250+108.7% | Added |
| MYDA Advisors LLC | 12,000 | $2.79M | 1.56% | +12,000 | New |
| Lokken Investment Group LLC | 12,010 | $2.80M | 2.41% | +34+0.3% | Added |
| O'Rourke & Company, Inc | 12,008 | $2.80M | 2.44% | +592+5.2% | Added |
| Tru Independence Asset Management 2, LLC | 12,018 | $2.80M | 2.97% | +790+7.0% | Added |
| MU Investments Co., Ltd. | 11,790 | $2.80M | 3.89% | 00.0% | Unchanged |
| Callan Capital, LLC | 12,023 | $2.80M | 0.46% | +1,316+12.3% | Added |
| NewSquare Capital LLC | 12,037 | $2.80M | 0.35% | −668−5.3% | Reduced |
| Affiance Financial, LLC | 12,044 | $2.81M | 1.58% | −1,253−9.4% | Reduced |
| Riverview Capital Advisers, LLC | 12,064 | $2.81M | 1.76% | +286+2.4% | Added |
| First Farmers & Merchants Bank / Trust | 12,071 | $2.81M | 3.73% | −71−0.6% | Reduced |
| Burt Wealth Advisors | 12,121 | $2.82M | 1.13% | −248−2.0% | Reduced |
| Intrua Financial, LLC | 12,141 | $2.83M | 0.75% | −6,495−34.9% | Reduced |
| First Heartland Consultants, Inc. | 12,167 | $2.83M | 0.47% | +101+0.8% | Added |
| KC Investment Advisors, LLC | 12,169 | $2.83M | 2.48% | −412−3.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 11,932 | $2.83M | 1.87% | +1,121+10.4% | Added |
| Gradient Capital Advisors, LLC | 12,182 | $2.84M | 1.35% | +264+2.2% | Added |
| Capital Financial Planning, LLC | 12,192 | $2.84M | 1.23% | +155+1.3% | Added |
| Accuvest Global Advisors | 12,195 | $2.84M | 1.94% | −2,142−14.9% | Reduced |
| Proffitt & Goodson Inc | 12,211 | $2.84M | 0.61% | +47+0.4% | Added |
| ELCO Management Co., LLC | 12,248 | $2.85M | 2.27% | +165+1.4% | Added |
| Advisory Services & Investments, LLC | 12,257 | $2.85M | 3.01% | +3,264+36.3% | Added |
| Domani Wealth, LLC | 12,302 | $2.87M | 0.84% | −60−0.5% | Reduced |
| Wedge Capital Management L L P | 12,307 | $2.87M | 0.05% | −165,862−93.1% | Reduced |
| Acorn Financial Advisory Services Inc | 12,341 | $2.87M | 0.69% | +107+0.9% | Added |
| Wolverine Trading, LLC | 12,104 | $2.88M | 0.11% | −54,898−81.9% | Reduced |
| Financial Sense Advisors, Inc. | 12,356 | $2.88M | 1.22% | −1,545−11.1% | Reduced |
| Ifrah Financial Services, Inc. | 12,368 | $2.88M | 0.99% | −180−1.4% | Reduced |
| City State Bank | 12,413 | $2.89M | 2.02% | −676−5.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,461 | $2.90M | 1.29% | −70−0.6% | Reduced |
| E&G Advisors, LP | 12,481 | $2.91M | 1.07% | −72−0.6% | Reduced |
| Claybrook Capital, LLC | 12,480 | $2.91M | 1.84% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 12,500 | $2.91M | 1.21% | +9,500+316.7% | Added |
| First Trust Bank, Ltd. | 12,514 | $2.92M | 4.69% | −12,284−49.5% | Reduced |
| Palumbo Wealth Management LLC | 12,517 | $2.92M | 2.47% | +50.0% | Added |
| Archer Investment Corp | 12,521 | $2.92M | 1.23% | −20.0% | Reduced |
| CoreFirst Bank & Trust | 12,543 | $2.92M | 2.52% | −464−3.6% | Reduced |
| Masso Torrence Wealth Management Inc. | 12,544 | $2.92M | 2.58% | +201+1.6% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 12,545 | $2.92M | 1.50% | −213−1.7% | Reduced |
| Premier Asset Management LLC | 12,555 | $2.92M | 3.03% | −67−0.5% | Reduced |
| Quad-Cities Investment Group, LLC | 12,554 | $2.92M | 2.27% | +7+0.1% | Added |
| Intercontinental Wealth Advisors, LLC | 12,587 | $2.93M | 0.92% | −706−5.3% | Reduced |
| First National Bank | 12,595 | $2.93M | 2.66% | −53−0.4% | Reduced |
| Windsor Group LTD | 12,532 | $2.94M | 0.73% | −58−0.5% | Reduced |
| Front Street Capital Management, Inc. | 12,609 | $2.94M | 0.74% | +330+2.7% | Added |
| Consilium Wealth Advisory, LLC | 12,620 | $2.94M | 3.28% | +816+6.9% | Added |
| LFS Asset Management | 12,643 | $2.94M | 2.97% | −7,085−35.9% | Reduced |
| One Wealth Advisors, LLC | 12,673 | $2.95M | 0.97% | +3,518+38.4% | Added |
| Miller Investment Management, LP | 12,694 | $2.96M | 0.62% | 00.0% | Unchanged |
| Madden Securities Corp | 12,696 | $2.96M | 1.79% | −13,426−51.4% | Reduced |
| Monte Financial Group, LLC | 12,702 | $2.96M | 1.81% | −652−4.9% | Reduced |
| West Bancorporation Inc | 12,729 | $2.96M | 2.20% | −2,624−17.1% | Reduced |
| Bridgecreek Investment Management, LLC | 12,750 | $2.97M | 0.63% | +637+5.3% | Added |
| Richmond Brothers, Inc. | 12,756 | $2.97M | 3.31% | −39−0.3% | Reduced |
| Centric Wealth Management | 12,753 | $2.97M | 1.18% | +640+5.3% | Added |
| tru Independence LLC | 12,768 | $2.97M | 1.05% | −684−5.1% | Reduced |
| Eagle Bay Advisors LLC | 12,757 | $2.98M | 1.85% | −1,066−7.7% | Reduced |
| Fortis Capital Management LLC | 12,778 | $2.98M | 2.56% | +2,633+26.0% | Added |
| WealthBridge Capital Management, LLC | 11,597 | $2.98M | 1.27% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 12,989 | $2.98M | 1.13% | +1,547+13.5% | Added |
| Capital Advisors, Ltd. LLC | 12,801 | $2.98M | 0.58% | −701−5.2% | Reduced |
| Missouri Trust & Investment Co | 12,821 | $2.99M | 1.95% | +544+4.4% | Added |
| Blueshift Asset Management, LLC | 12,865 | $3.00M | 0.64% | +12,865 | New |
| Prosperity Consulting Group, LLC | 12,870 | $3.00M | 2.46% | −57−0.4% | Reduced |
| Shorepoint Capital Partners LLC | 12,911 | $3.01M | 1.43% | +553+4.5% | Added |
| Renasant Bank | 12,919 | $3.01M | 2.65% | +76+0.6% | Added |
| AAFMAA Wealth Management & Trust LLC | 12,954 | $3.02M | 2.22% | −2,760−17.6% | Reduced |
| Silver Lake Advisory, LLC | 12,961 | $3.02M | 1.77% | +20.0% | Added |
| Disciplined Investments, LLC | 12,993 | $3.03M | 1.39% | −890−6.4% | Reduced |
| Investors Research Corp | 13,007 | $3.03M | 0.93% | +34+0.3% | Added |
| Clean Yield Group | 13,022 | $3.03M | 1.43% | −67−0.5% | Reduced |
| Cim, LLC | 13,303 | $3.04M | 0.64% | −1,056−7.4% | Reduced |
| Sage Mountain Advisors LLC | 13,048 | $3.04M | 0.81% | −1,208−8.5% | Reduced |
| Montz Harcus Wealth Management LLC | 13,055 | $3.04M | 3.35% | +79+0.6% | Added |
| First International Bank & Trust | 13,058 | $3.04M | 1.14% | +391+3.1% | Added |
| DAGCO, Inc. | 13,166 | $3.04M | 1.91% | −289−2.1% | Reduced |
| LBMC Investment Advisors, LLC | 13,065 | $3.04M | 0.35% | −143−1.1% | Reduced |
| Ironwood Financial, llc | 13,095 | $3.05M | 1.01% | +330+2.6% | Added |
| High Net Worth Advisory Group LLC | 13,121 | $3.06M | 1.31% | +151+1.2% | Added |
| Mountain Capital Investment Advisors, Inc | 12,927 | $3.06M | 1.60% | −691−5.1% | Reduced |
| Kessler Investment Group, LLC | 13,159 | $3.06M | 2.53% | +13,065+13,898.9% | Added |
| Shaker Investments LLC | 13,168 | $3.07M | 2.06% | +18+0.1% | Added |
| Howard Financial Services, Ltd. | 13,176 | $3.07M | 0.99% | −380−2.8% | Reduced |