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 |
|---|---|---|---|---|---|
| Oak Harbor Wealth Partners, LLC | 15,935 | $3.71M | 1.46% | +458+3.0% | Added |
| Acorn Wealth Advisors, LLC | 15,944 | $3.71M | 3.04% | +1,231+8.4% | Added |
| Rosenbaum Jay D. | 15,946 | $3.71M | 8.56% | −2,508−13.6% | Reduced |
| JSF Financial, LLC | 16,000 | $3.73M | 1.41% | +467+3.0% | Added |
| Herbst Group, LLC | 16,027 | $3.73M | 3.06% | +125+0.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 16,042 | $3.74M | 2.76% | −196−1.2% | Reduced |
| Investors Asset Management of Georgia Inc | 16,041 | $3.74M | 1.92% | +25+0.2% | Added |
| Apriem Advisors | 16,056 | $3.74M | 0.67% | −304−1.9% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 16,078 | $3.75M | 2.31% | −1,270−7.3% | Reduced |
| Summit Place Financial Advisors, LLC | 16,080 | $3.75M | 3.48% | +925+6.1% | Added |
| LWM Advisory Services, LLC | 16,043 | $3.75M | 4.24% | +761+5.0% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 16,100 | $3.75M | 4.11% | 00.0% | Unchanged |
| Thomas White International Ltd | 16,119 | $3.75M | 0.88% | −13−0.1% | Reduced |
| Jeppson Wealth Management, LLC | 16,120 | $3.75M | 1.70% | +418+2.7% | Added |
| Vista Wealth Management Group, LLC | 15,189 | $3.75M | 0.47% | +22+0.1% | Added |
| SkyOak Wealth, LLC | 16,136 | $3.76M | 1.35% | +435+2.8% | Added |
| Essex LLC | 16,146 | $3.76M | 1.24% | +233+1.5% | Added |
| Delaney Dennis R | 16,150 | $3.76M | 3.61% | +16,150 | New |
| Werlinich Asset Management, LLC | 16,201 | $3.77M | 3.86% | −105−0.6% | Reduced |
| HMS Capital Management, LLC | 16,231 | $3.78M | 2.29% | +3,160+24.2% | Added |
| Capitolis Advisors LLC | 16,252 | $3.79M | 0.27% | −586,347−97.3% | Reduced |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 15,970 | $3.79M | 3.68% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 16,275 | $3.79M | 0.98% | −1,666−9.3% | Reduced |
| Legal Advantage Investments, Inc. | 16,324 | $3.80M | 3.56% | +5,350+48.8% | Added |
| Am Investment Strategies LLC | 16,338 | $3.81M | 1.39% | +598+3.8% | Added |
| Shayne & Co., LLC | 16,348 | $3.81M | 2.40% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 16,344 | $3.81M | 0.35% | +706+4.5% | Added |
| Richelieu Gestion PLC | 16,350 | $3.81M | 4.54% | −2,267−12.2% | Reduced |
| Symmetry Investments LP | 16,349 | $3.81M | 2.15% | +3,634+28.6% | Added |
| Waddell & Associates, LLC | 16,371 | $3.81M | 0.74% | −242−1.5% | Reduced |
| Highline Wealth Partners LLC | 16,376 | $3.81M | 3.10% | +16,376 | New |
| AMS Capital Ltda | 16,506 | $3.82M | 2.41% | −17,255−51.1% | Reduced |
| Retirement Solution Inc. | 16,412 | $3.82M | 2.05% | −184−1.1% | Reduced |
| Austin Private Wealth, LLC | 16,441 | $3.83M | 0.81% | +3,169+23.9% | Added |
| Hubbell Strickland Wealth Management, LLC | 16,446 | $3.83M | 2.67% | +34+0.2% | Added |
| Kolinsky Wealth Management, LLC | 16,456 | $3.83M | 4.80% | −701−4.1% | Reduced |
| Bradley Mark J. | 16,459 | $3.83M | 3.55% | +80+0.5% | Added |
| CV Advisors LLC | 16,472 | $3.84M | 3.77% | −2,331−12.4% | Reduced |
| Successful Portfolios LLC | 16,476 | $3.84M | 2.78% | −153−0.9% | Reduced |
| Liberty Wealth Management LLC | 16,481 | $3.84M | 1.02% | +1,664+11.2% | Added |
| Sage Rhino Capital LLC | 16,503 | $3.84M | 1.54% | +1,296+8.5% | Added |
| HNP Capital LLC | 16,560 | $3.86M | 1.11% | +20.0% | Added |
| Beech Hill Advisors, Inc. | 16,576 | $3.86M | 2.21% | −35−0.2% | Reduced |
| Pflug Koory, LLC | 16,590 | $3.86M | 2.35% | +776+4.9% | Added |
| Boltwood Capital Management | 16,601 | $3.87M | 1.77% | −2,375−12.5% | Reduced |
| George Kaiser Family Foundation | 16,602 | $3.87M | 0.68% | 00.0% | Unchanged |
| Breakline Capital LLC | 16,602 | $3.87M | 4.66% | +10,686+180.6% | Added |
| Paragon Advisors, LLC | 16,622 | $3.87M | 1.98% | +5,162+45.0% | Added |
| Benchmark Investment Advisors LLC | 16,629 | $3.87M | 4.17% | −1,011−5.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 16,663 | $3.88M | 2.01% | −1,816−9.8% | Reduced |
| Everhart Financial Group, Inc. | 16,665 | $3.88M | 2.15% | +127+0.8% | Added |
| Patriot Investment Management Inc. | 16,675 | $3.88M | 0.40% | −854−4.9% | Reduced |
| Graham Capital Management, L.P. | 16,678 | $3.88M | 0.17% | −48,541−74.4% | Reduced |
| Matisse Capital | 16,684 | $3.89M | 4.93% | −1,349−7.5% | Reduced |
| Noesis Capital Mangement Corp | 16,686 | $3.89M | 1.18% | +910+5.8% | Added |
| Riverview Trust Co | 16,693 | $3.89M | 3.76% | −60−0.4% | Reduced |
| Financial Advisory Partners, LLC | 16,699 | $3.89M | 1.69% | +139+0.8% | Added |
| Lattice Capital Management, LLC | 16,708 | $3.89M | 6.23% | +40+0.2% | Added |
| First Dallas Securities Inc. | 16,733 | $3.90M | 2.68% | +78+0.5% | Added |
| Geneva Capital Management LLC | 16,742 | $3.90M | 0.09% | −60.0% | Reduced |
| Geneva Partners, LLC | 16,744 | $3.90M | 4.46% | −1,833−9.9% | Reduced |
| Garrison Point Advisors, LLC | 16,758 | $3.90M | 3.48% | +26+0.2% | Added |
| Capital Advantage, Inc. | 16,776 | $3.91M | 0.89% | +636+3.9% | Added |
| Snider Financial Group | 15,703 | $3.91M | 2.12% | +295+1.9% | Added |
| Cox Capital Mgt LLC | 16,798 | $3.91M | 2.84% | +137+0.8% | Added |
| HHM Wealth Advisors, LLC | 16,803 | $3.91M | 1.03% | −1,304−7.2% | Reduced |
| Brookmont Capital Management | 16,802 | $3.91M | 2.72% | +891+5.6% | Added |
| Octahedron Capital Management L.P. | 16,800 | $3.91M | 3.20% | +15,500+1,192.3% | Added |
| Charles Carroll Financial Partners, LLC | 16,838 | $3.92M | 6.32% | −925−5.2% | Reduced |
| First Pacific Financial | 16,843 | $3.92M | 2.25% | +3,524+26.5% | Added |
| Jmac Enterprises LLC | 16,858 | $3.93M | 1.10% | +60+0.4% | Added |
| Chickasaw Capital Management LLC | 16,861 | $3.93M | 0.20% | −25−0.1% | Reduced |
| Widmann Financial Services, Inc. | 16,874 | $3.93M | 4.35% | +102+0.6% | Added |
| Parisi Gray Wealth Management | 16,877 | $3.93M | 2.99% | −6,122−26.6% | Reduced |
| Key Client Fiduciary Advisors, LLC | 16,915 | $3.94M | 4.05% | +791+4.9% | Added |
| Lifeworks Advisors, LLC | 16,981 | $3.94M | 2.24% | −521−3.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 16,946 | $3.95M | 0.66% | −16−0.1% | Reduced |
| Wolff Wiese Magana LLC | 16,956 | $3.95M | 3.17% | −333−1.9% | Reduced |
| Monetta Financial Services Inc | 17,000 | $3.96M | 4.51% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 17,044 | $3.97M | 0.67% | +332+2.0% | Added |
| Bank Pictet & Cie (Asia) Ltd | 17,063 | $3.97M | 1.57% | −928−5.2% | Reduced |
| Integrated Investment Consultants, LLC | 17,065 | $3.97M | 1.58% | −597−3.4% | Reduced |
| Harbor Advisory Corp | 17,086 | $3.98M | 1.83% | −597−3.4% | Reduced |
| Autumn Glory Partners, LLC | 17,136 | $3.99M | 2.69% | +5,251+44.2% | Added |
| Brooktree Capital Management | 17,141 | $3.99M | 3.29% | −420−2.4% | Reduced |
| Tradewinds Capital Management, LLC | 17,146 | $3.99M | 1.64% | +2,471+16.8% | Added |
| Wealth Alliance Advisory Group, LLC | 17,190 | $4.00M | 1.76% | +273+1.6% | Added |
| Capital Insight Partners, LLC | 17,240 | $4.01M | 1.08% | +608+3.7% | Added |
| First Financial Corp | 17,248 | $4.02M | 2.70% | +154+0.9% | Added |
| David Loasby | 17,525 | $4.02M | 0.66% | +1,163+7.1% | Added |
| FSM Wealth Advisors, LLC | 17,279 | $4.02M | 3.34% | +3,458+25.0% | Added |
| StrategIQ Financial Group, LLC | 17,297 | $4.03M | 0.51% | +180+1.1% | Added |
| Phoenix Wealth Advisors | 17,319 | $4.03M | 4.04% | +33+0.2% | Added |
| Wunderlich Capital Managemnt | 17,326 | $4.04M | 2.58% | +320+1.9% | Added |
| Financial Consulate, Inc | 17,418 | $4.06M | 1.71% | +590+3.5% | Added |
| KCS Wealth Advisory | 17,423 | $4.06M | 1.87% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 17,454 | $4.07M | 3.36% | −67−0.4% | Reduced |
| StrongBox Wealth, LLC | 17,457 | $4.07M | 2.95% | +371+2.2% | Added |
| Alera Investment Advisors, LLC | 17,481 | $4.07M | 1.15% | −266−1.5% | Reduced |
| Quattro Financial Advisors LLC | 17,500 | $4.08M | 1.63% | 00.0% | Unchanged |