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
- 4,508
- +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
- 2,160 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 |
|---|---|---|---|---|---|
| Brown, Lisle/Cummings, Inc. | 17,537 | $4.08M | 2.38% | −15−0.1% | Reduced |
| Evermay Wealth Management LLC | 17,541 | $4.08M | 0.81% | +142+0.8% | Added |
| S. R. Schill & Associates | 17,552 | $4.09M | 2.18% | +167+1.0% | Added |
| Red Cedar Investment Management, LLC | 17,555 | $4.09M | 0.70% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 17,641 | $4.11M | 2.59% | +2,110+13.6% | Added |
| MBL Wealth, LLC | 17,664 | $4.11M | 0.89% | +1,314+8.0% | Added |
| MSH Capital Advisors LLC | 17,687 | $4.12M | 2.03% | −325−1.8% | Reduced |
| Baystate Wealth Management LLC | 17,696 | $4.12M | 0.42% | −13−0.1% | Reduced |
| American Trust Investment Advisors, LLC | 17,716 | $4.13M | 2.65% | −125−0.7% | Reduced |
| Capital Advisors Wealth Management, LLC | 17,743 | $4.13M | 1.37% | +150+0.9% | Added |
| Karpas Strategies, LLC | 17,760 | $4.14M | 1.57% | −308−1.7% | Reduced |
| Old Mission Investment Co LLC | 17,777 | $4.14M | 1.94% | −958−5.1% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 17,489 | $4.15M | 2.52% | +17,489 | New |
| Foster Group, Inc. | 17,812 | $4.15M | 0.34% | +1,295+7.8% | Added |
| Castellan Group, LLC | 17,818 | $4.15M | 3.23% | +232+1.3% | Added |
| Total Clarity Wealth Management, Inc. | 17,823 | $4.15M | 2.59% | −307−1.7% | Reduced |
| David R. Rahn & Associates Inc. | 17,886 | $4.17M | 1.99% | −50−0.3% | Reduced |
| Millennium Capital Advisors, LLC | 17,907 | $4.17M | 4.40% | −172−1.0% | Reduced |
| Slow Capital, Inc. | 17,922 | $4.17M | 0.90% | +1,008+6.0% | Added |
| Bennett Selby Investments LP | 17,939 | $4.18M | 3.34% | +62+0.3% | Added |
| Page Arthur B | 17,948 | $4.18M | 4.37% | −669−3.6% | Reduced |
| First National Bank of South Miami | 17,951 | $4.18M | 3.24% | −965−5.1% | Reduced |
| Security National Bank of Sioux City Iowa | 17,984 | $4.19M | 3.73% | +432+2.5% | Added |
| Lineweaver Wealth Advisors, LLC | 18,019 | $4.20M | 1.36% | +426+2.4% | Added |
| Gilbert & Cook, Inc. | 19,072 | $4.20M | 0.93% | +442+2.4% | Added |
| Knightsbridge Asset Management, LLC | 18,028 | $4.20M | 0.88% | −142−0.8% | Reduced |
| SkyView Investment Advisors, LLC | 18,055 | $4.21M | 1.23% | +54+0.3% | Added |
| Affinity Investment Advisors, LLC | 18,058 | $4.21M | 2.18% | −5,521−23.4% | Reduced |
| Lane Generational LLC | 18,061 | $4.21M | 5.96% | −148−0.8% | Reduced |
| Clarus Group, Inc. | 18,105 | $4.22M | 3.84% | −455−2.5% | Reduced |
| CORDA Investment Management, LLC. | 18,117 | $4.22M | 0.38% | +10.0% | Added |
| Allegheny Financial Group LTD | 18,118 | $4.22M | 1.99% | +409+2.3% | Added |
| Helios Capital Management Pte. Ltd | 18,125 | $4.22M | 8.10% | +2,800+18.3% | Added |
| Cohen Investment Advisors LLC | 18,190 | $4.24M | 3.89% | −186−1.0% | Reduced |
| MBB Public Markets I LLC | 18,268 | $4.25M | 0.12% | +80.0% | Added |
| Van Den Berg Management I, Inc | 18,332 | $4.27M | 1.27% | −191−1.0% | Reduced |
| CVA Family Office, LLC | 18,338 | $4.27M | 1.16% | −311−1.7% | Reduced |
| Watchman Group, Inc. | 18,373 | $4.28M | 2.69% | +10+0.1% | Added |
| Gs Investments, Inc. | 18,404 | $4.29M | 2.84% | −158−0.9% | Reduced |
| My Legacy Advisors, LLC | 18,753 | $4.29M | 2.16% | +896+5.0% | Added |
| WSFS Capital Management, LLC | 18,412 | $4.29M | 1.52% | −60−0.3% | Reduced |
| Pettee Investors, Inc. | 18,432 | $4.29M | 2.31% | −259−1.4% | Reduced |
| Bouvel Investment Partners, LLC | 18,463 | $4.30M | 2.87% | +459+2.5% | Added |
| Eqis Capital Management, Inc. | 18,463 | $4.30M | 0.50% | −1,466−7.4% | Reduced |
| DeDora Capital, Inc. | 18,470 | $4.30M | 2.24% | −367−1.9% | Reduced |
| Capital Management Associates | 18,471 | $4.30M | 6.26% | −17−0.1% | Reduced |
| EPG Wealth Management LLC | 18,497 | $4.31M | 1.77% | −85−0.5% | Reduced |
| Evolutionary Tree Capital Management, LLC | 18,516 | $4.31M | 4.15% | +3,615+24.3% | Added |
| Bienville Capital Management, LLC | 18,529 | $4.32M | 1.69% | −1,249−6.3% | Reduced |
| RBA Wealth Management, LLC | 18,553 | $4.32M | 2.49% | +86+0.5% | Added |
| LCM Capital Management Inc | 18,561 | $4.32M | 4.57% | −131−0.7% | Reduced |
| Connecticut Wealth Management, LLC | 18,579 | $4.33M | 0.40% | +1,152+6.6% | Added |
| Wealth Dimensions Group, Ltd. | 18,610 | $4.33M | 2.14% | −53−0.3% | Reduced |
| Wittenberg Investment Management, Inc. | 18,638 | $4.34M | 1.85% | +47+0.3% | Added |
| Relyea Zuckerberg Hanson LLC | 18,655 | $4.34M | 1.57% | +1,174+6.7% | Added |
| Adams Asset Advisors, LLC | 18,663 | $4.35M | 0.67% | −724−3.7% | Reduced |
| Spearhead Capital Advisors, LLC | 18,668 | $4.35M | 4.71% | −62,755−77.1% | Reduced |
| Tower View Investment Management & Research LLC | 18,667 | $4.35M | 3.34% | +82+0.4% | Added |
| Mizuho Securities Co. Ltd. | 18,669 | $4.35M | 1.47% | +9,759+109.5% | Added |
| Mechanics Financial Corp | 18,679 | $4.35M | 2.84% | −522−2.7% | Reduced |
| Beaton Management Co. Inc. | 18,676 | $4.35M | 3.29% | −20−0.1% | Reduced |
| Amarillo National Bank | 18,692 | $4.35M | 1.01% | −3,723−16.6% | Reduced |
| Accredited Investors Inc. | 18,709 | $4.36M | 0.51% | +443+2.4% | Added |
| Newbridge Financial Services Group, Inc. | 18,733 | $4.36M | 2.56% | +195+1.1% | Added |
| Cedar Brook Financial Partners, LLC | 18,738 | $4.36M | 1.40% | +756+4.2% | Added |
| Security National Bank of So Dak | 18,741 | $4.37M | 3.92% | −185−1.0% | Reduced |
| WC Walker & Associates, Inc. | 18,869 | $4.37M | 2.48% | −19−0.1% | Reduced |
| Mathes Company, Inc. | 18,791 | $4.38M | 2.44% | −195−1.0% | Reduced |
| Peak Planning Group, LLC | 18,792 | $4.38M | 4.05% | +76+0.4% | Added |
| Montgomery Investment Management Inc | 18,805 | $4.38M | 1.79% | 00.0% | Unchanged |
| Absoluto Partners Gestao de Recursos Ltda | 18,874 | $4.38M | 1.78% | −5,384−22.2% | Reduced |
| First Community Trust NA | 18,820 | $4.38M | 5.98% | −628−3.2% | Reduced |
| Lee Johnson Capital Management, LLC | 18,835 | $4.39M | 9.06% | +6,243+49.6% | Added |
| Abundance Wealth Counselors | 18,852 | $4.39M | 1.26% | +260+1.4% | Added |
| Reik & Co., LLC | 18,954 | $4.41M | 1.41% | 00.0% | Unchanged |
| L.M. Kohn & Company | 18,962 | $4.42M | 2.16% | +90+0.5% | Added |
| RWM Asset Management, LLC | 18,973 | $4.42M | 0.99% | +386+2.1% | Added |
| Kenfarb & Co. | 18,986 | $4.42M | 4.21% | +55+0.3% | Added |
| Carl P. Sherr & Co., LLC | 18,987 | $4.42M | 3.53% | +1,162+6.5% | Added |
| WT Wealth Management | 18,986 | $4.42M | 2.22% | +4,785+33.7% | Added |
| Ayalon Holdings Ltd. | 19,033 | $4.43M | 2.09% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 19,040 | $4.43M | 0.39% | −468−2.4% | Reduced |
| SignalPoint Asset Management, LLC | 19,059 | $4.44M | 1.69% | −28−0.1% | Reduced |
| Northstar Advisory Group, LLC | 19,075 | $4.44M | 3.98% | −227−1.2% | Reduced |
| McBroom & Associates, LLC | 19,079 | $4.44M | 5.01% | −422−2.2% | Reduced |
| GFG Capital, LLC | 19,083 | $4.44M | 1.47% | +443+2.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 19,097 | $4.45M | 2.33% | −52−0.3% | Reduced |
| Royal Capital Wealth Management, LLC | 19,106 | $4.45M | 5.19% | +382+2.0% | Added |
| TCG Advisory Services, LLC | 19,140 | $4.46M | 1.35% | +2,764+16.9% | Added |
| Peninsula Asset Management Inc | 19,150 | $4.46M | 2.85% | +102+0.5% | Added |
| Beacon Financial Group | 18,750 | $4.46M | 0.69% | −469−2.4% | Reduced |
| Virginia Wealth Management Group, Inc. | 19,201 | $4.47M | 3.34% | +7,401+62.7% | Added |
| KG&L Capital Management,LLC | 19,206 | $4.47M | 2.53% | +420+2.2% | Added |
| FLC Capital Advisors | 19,224 | $4.48M | 1.56% | −405−2.1% | Reduced |
| Keystone Wealth Services, LLC | 19,238 | $4.48M | 2.12% | +381+2.0% | Added |
| Fairhaven Wealth Management, LLC | 19,266 | $4.49M | 2.01% | −67−0.3% | Reduced |
| Bender Robert & Associates | 19,284 | $4.49M | 1.74% | +1,897+10.9% | Added |
| Palmer Knight Co | 19,310 | $4.50M | 4.23% | +1,287+7.1% | Added |
| Advisor OS, LLC | 19,332 | $4.50M | 1.36% | −4,171−17.7% | Reduced |
| Cape Ann Savings Bank | 19,360 | $4.51M | 3.61% | +159+0.8% | Added |