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 |
|---|---|---|---|---|---|
| Berkeley Capital Partners, LLC | 13,181 | $3.07M | 1.33% | +33+0.3% | Added |
| Wealthspan Partners, LLC | 13,191 | $3.07M | 3.18% | −31−0.2% | Reduced |
| Quantum Financial Advisors, LLC | 13,204 | $3.08M | 1.36% | +40.0% | Added |
| Bay Rivers Group | 13,204 | $3.08M | 3.07% | −487−3.6% | Reduced |
| Stiles Financial Services Inc | 13,204 | $3.08M | 1.87% | +637+5.1% | Added |
| West Paces Advisors Inc. | 13,212 | $3.08M | 1.09% | −1,344−9.2% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 13,246 | $3.08M | 2.34% | −649−4.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 13,221 | $3.08M | 0.24% | −512−3.7% | Reduced |
| Schulhoff & Co Inc | 13,224 | $3.08M | 1.60% | +101+0.8% | Added |
| REDW Wealth LLC | 13,264 | $3.09M | 1.19% | +438+3.4% | Added |
| Great Point Wealth Advisors, LLC | 13,269 | $3.09M | 1.15% | −150−1.1% | Reduced |
| Silver Oak Securities, Inc | 9,789 | $3.09M | 0.67% | −4,629−32.1% | Reduced |
| Viewpoint Capital Management LLC | 13,285 | $3.09M | 3.06% | −100−0.7% | Reduced |
| McLean Asset Management Corp | 13,246 | $3.10M | 1.20% | −77−0.6% | Reduced |
| Gemmer Asset Management LLC | 13,327 | $3.10M | 0.52% | +999+8.1% | Added |
| Legacy CG, LLC | 13,356 | $3.11M | 2.05% | −25−0.2% | Reduced |
| Ulrich Consultants & Investment Group, LLC | 13,360 | $3.11M | 2.40% | +39+0.3% | Added |
| West Michigan Advisors, LLC | 13,370 | $3.11M | 2.71% | +290+2.2% | Added |
| Copperleaf Capital, LLC | 13,379 | $3.12M | 3.37% | +2,684+25.1% | Added |
| Royal Harbor Partners, LLC | 13,400 | $3.12M | 2.13% | −237−1.7% | Reduced |
| Thrive Wealth Management, LLC | 13,408 | $3.12M | 1.09% | +1,554+13.1% | Added |
| HITE Hedge Asset Management LLC | 13,412 | $3.12M | 0.26% | 00.0% | Unchanged |
| Q Capital Solutions | 13,443 | $3.13M | 10.99% | −7,364−35.4% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 13,468 | $3.14M | 2.82% | +1,458+12.1% | Added |
| G&S Capital LLC | 13,472 | $3.14M | 1.67% | +3,108+30.0% | Added |
| TFC Financial Management | 13,490 | $3.14M | 1.00% | +714+5.6% | Added |
| Hazlett, Burt & Watson, Inc. | 13,500 | $3.14M | 3.04% | +18+0.1% | Added |
| Modus Advisors, LLC | 13,510 | $3.15M | 1.66% | +63+0.5% | Added |
| Amplius Wealth Advisors, LLC | 13,531 | $3.15M | 0.56% | +984+7.8% | Added |
| Glynn Capital Management LLC | 13,536 | $3.15M | 0.67% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 13,584 | $3.16M | 3.57% | +1,260+10.2% | Added |
| Veracity Capital LLC | 13,598 | $3.17M | 1.73% | −73−0.5% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 13,599 | $3.17M | 3.15% | +1,917+16.4% | Added |
| Prentice Wealth Management LLC | 13,626 | $3.17M | 1.73% | +13,626 | New |
| Hudock, Inc. | 13,620 | $3.17M | 1.07% | +27+0.2% | Added |
| Aveo Capital Partners, LLC | 13,639 | $3.18M | 0.55% | +1,434+11.7% | Added |
| Blackhawk Capital Partners LLC. | 13,700 | $3.19M | 2.63% | −2,080−13.2% | Reduced |
| D.B. Root & Company, LLC | 13,754 | $3.20M | 1.46% | −852−5.8% | Reduced |
| Dillon & Associates Inc | 13,753 | $3.20M | 0.74% | +426+3.2% | Added |
| McAdam, LLC | 13,791 | $3.21M | 0.35% | −407−2.9% | Reduced |
| Cribstone Capital Management, LLC | 13,808 | $3.22M | 1.99% | −469−3.3% | Reduced |
| Graybill Bartz & Assoc Ltd | 13,809 | $3.22M | 1.91% | +63+0.5% | Added |
| JFS Wealth Advisors, LLC | 13,826 | $3.22M | 0.35% | −597−4.1% | Reduced |
| Eudaimonia Advisors LLC | 13,834 | $3.22M | 2.33% | +34+0.2% | Added |
| Ardsley Advisory Partners LP | 13,800 | $3.22M | 0.85% | +900+7.0% | Added |
| Ocean Capital Management, LLC | 13,718 | $3.22M | 1.77% | +334+2.5% | Added |
| Bigelow Investment Advisors, LLC | 13,848 | $3.23M | 1.92% | +49+0.4% | Added |
| Phocas Financial Corp. | 13,865 | $3.23M | 0.50% | +1,090+8.5% | Added |
| First Business Financial Services, Inc. | 13,877 | $3.23M | 0.46% | −78−0.6% | Reduced |
| Sierra Capital LLC | 13,887 | $3.23M | 0.60% | +344+2.5% | Added |
| Barr E S & Co | 13,895 | $3.24M | 0.29% | −297−2.1% | Reduced |
| Enlightenment Research, LLC | 13,900 | $3.24M | 7.17% | +13,900 | New |
| DGS Capital Management, LLC | 13,901 | $3.24M | 2.16% | +2,008+16.9% | Added |
| Addison Capital Co | 13,915 | $3.24M | 2.00% | −126−0.9% | Reduced |
| Walkner Condon Financial Advisors LLC | 13,913 | $3.24M | 1.04% | −91−0.6% | Reduced |
| Old North State Trust, LLC | 13,937 | $3.25M | 2.80% | +13,923+99,450.0% | Added |
| Bond & Devick Financial Network, Inc. | 13,956 | $3.25M | 2.69% | +440+3.3% | Added |
| ICW Investment Advisors LLC | 13,960 | $3.25M | 2.18% | −44−0.3% | Reduced |
| Vise Technologies, Inc. | 13,957 | $3.25M | 1.22% | +1,591+12.9% | Added |
| West Oak Capital, LLC | 13,961 | $3.25M | 1.76% | +145+1.0% | Added |
| Scissortail Wealth Management, LLC | 14,791 | $3.26M | 1.69% | −271−1.8% | Reduced |
| Alan B. Lancz & Associates, Inc. | 13,996 | $3.26M | 3.87% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 14,021 | $3.27M | 0.90% | −293−2.0% | Reduced |
| Monterey Private Wealth, Inc. | 13,759 | $3.27M | 1.96% | −469−3.3% | Reduced |
| Corsicana & Co. | 14,042 | $3.27M | 2.75% | −85−0.6% | Reduced |
| Lynch Asset Management, Inc. | 14,050 | $3.27M | 2.94% | +1,100+8.5% | Added |
| SAM Advisors, LLC | 14,075 | $3.28M | 1.60% | +93+0.7% | Added |
| Dempze Nancy E | 14,086 | $3.28M | 3.49% | −319−2.2% | Reduced |
| Frank, Rimerman Advisors LLC | 14,088 | $3.28M | 1.18% | +4,363+44.9% | Added |
| Norway Savings Bank | 14,120 | $3.29M | 1.79% | +33+0.2% | Added |
| Sterling Investment Counsel, LLC | 14,161 | $3.29M | 2.41% | +454+3.3% | Added |
| GSB Wealth Management, LLC | 14,153 | $3.30M | 1.19% | −348−2.4% | Reduced |
| Catalyst Capital Advisors LLC | 14,155 | $3.30M | 0.12% | −7,679−35.2% | Reduced |
| Permanens Capital L.P. | 14,155 | $3.30M | 0.74% | −7,114−33.4% | Reduced |
| WealthBridge Investment Counsel Inc. | 14,155 | $3.30M | 1.74% | +887+6.7% | Added |
| TKG Advisors, LLC | 14,165 | $3.30M | 2.62% | +4,298+43.6% | Added |
| Gray Wealth Management Inc. | 14,202 | $3.31M | 2.11% | +208+1.5% | Added |
| Financial Avengers, Inc. | 14,232 | $3.31M | 2.71% | +839+6.3% | Added |
| Aull & Monroe Investment Management Corp | 14,276 | $3.33M | 1.82% | −500−3.4% | Reduced |
| Chemistry Wealth Management LLC | 14,278 | $3.33M | 1.31% | +322+2.3% | Added |
| Wealthquest Corp | 14,290 | $3.33M | 0.47% | +242+1.7% | Added |
| Bennicas & Associates, Inc. | 14,300 | $3.33M | 2.12% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 14,310 | $3.33M | 1.94% | −84−0.6% | Reduced |
| Game Plan Financial Advisors, LLC | 14,370 | $3.35M | 2.82% | −152−1.0% | Reduced |
| Paragon Private Wealth Management, LLC | 13,354 | $3.35M | 3.26% | +563+4.4% | Added |
| Larson Financial Group LLC | 14,379 | $3.35M | 0.48% | +7,725+116.1% | Added |
| Trustco Bank Corp N Y | 14,388 | $3.35M | 4.09% | −329−2.2% | Reduced |
| Independence Bank of Kentucky | 14,396 | $3.35M | 1.65% | +345+2.5% | Added |
| Global Trust Asset Management, LLC | 14,423 | $3.36M | 1.75% | +181+1.3% | Added |
| Cabot Wealth Management Inc | 14,421 | $3.36M | 0.57% | +6,810+89.5% | Added |
| Advisory Alpha, LLC | 14,439 | $3.36M | 0.26% | −114−0.8% | Reduced |
| Corundum Group, Inc. | 14,447 | $3.37M | 2.12% | +2,583+21.8% | Added |
| Nikulski Financial, Inc. | 14,470 | $3.37M | 1.74% | +393+2.8% | Added |
| Game Creek Capital, LP | 14,475 | $3.37M | 2.25% | −175−1.2% | Reduced |
| Vetamer Capital Management, L.P. | 14,494 | $3.38M | 4.01% | +14,494 | New |
| Orser Capital Management, LLC | 14,509 | $3.38M | 6.03% | −110−0.8% | Reduced |
| First National Bank of Hutchinson | 14,522 | $3.38M | 2.70% | +389+2.8% | Added |
| Vickerman Investment Advisors, Inc. | 14,525 | $3.38M | 1.63% | +813+5.9% | Added |
| Dudley & Shanley, Inc. | 14,534 | $3.38M | 0.95% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 14,547 | $3.39M | 0.91% | +178+1.2% | Added |