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; 6,247 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
- 2,161 more added
- Sold out
- 88
- 1,830 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $1.79T |
| Q1 2023 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Atwater Malick LLC | 993 | $231.0K | 0.13% | 00.0% | Unchanged |
| LifePro Asset Management | 1,001 | $233.0K | 0.13% | −4,022−80.1% | Reduced |
| Shay Capital LLC | 1,000 | $233.0K | 0.12% | −500−33.3% | Reduced |
| Forum Private Client Group LLC | 1,001 | $233.0K | 0.17% | +21+2.1% | Added |
| Kamunting Street Capital Management, L.P. | 1,000 | $233.0K | 0.42% | +1,000 | New |
| Litman Gregory Asset Management LLC | 1,001 | $233.0K | 0.04% | +1,001 | New |
| CloudAlpha Capital Management Limited/Hong Kong | 1,000 | $233.0K | 0.21% | +1,000 | New |
| Hyperion Capital Advisors LP | 1,007 | $235.0K | 0.12% | 00.0% | Unchanged |
| Tanglewood Wealth Management, Inc. | 1,017 | $237.0K | 0.04% | +1+0.1% | Added |
| Leverty Financial Group, LLC | 1,023 | $238.0K | 0.23% | −9−0.9% | Reduced |
| Warwick Investment Management, Inc. | 1,021 | $238.0K | 0.14% | +1+0.1% | Added |
| Avant Capital LLC | 1,023 | $238.0K | 0.32% | +21+2.1% | Added |
| Treasure Coast Financial Planning | 1,026 | $239.0K | 0.19% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 1,031 | $240.0K | 0.19% | +4+0.4% | Added |
| Parallax Volatility Advisers, L.P. | 1,029 | $240.0K | 0.00% | +660+178.9% | Added |
| Milestone Advisory Partners | 1,033 | $241.0K | 0.18% | 00.0% | Unchanged |
| Tri-Star Advisors Inc. | 1,039 | $243.0K | 0.12% | +173+20.0% | Added |
| Neo Ivy Capital Management | 1,045 | $243.0K | 0.64% | +1,045 | New |
| Saybrook Capital | 1,052 | $245.0K | 0.09% | −1,370−56.6% | Reduced |
| Interactive Financial Advisors | 1,051 | $245.0K | 0.14% | 00.0% | Unchanged |
| Beacon Wealthcare LLC | 1,056 | $246.0K | 0.14% | 00.0% | Unchanged |
| Vista Finance, LLC | 1,062 | $247.0K | 0.30% | −399−27.3% | Reduced |
| Horizons Wealth Management | 1,062 | $247.0K | 0.23% | −18−1.7% | Reduced |
| High Probability Advisors, LLC | 1,063 | $247.6K | 0.08% | −285−21.1% | Reduced |
| Garrett Wealth Advisory Group, LLC | 1,063 | $248.0K | 0.14% | −18−1.7% | Reduced |
| Compass Financial Group, Inc. | 1,065 | $248.0K | 0.17% | +1,065 | New |
| Linker Capital Management Inc. | 1,070 | $249.0K | 0.31% | 00.0% | Unchanged |
| Provence Wealth Management Group | 1,069 | $249.0K | 0.33% | +29+2.8% | Added |
| Alethea Capital Management, LLC | 1,075 | $250.0K | 0.32% | −200−15.7% | Reduced |
| Ruffer LLP | 1,031 | $254.0K | 0.02% | −107−9.4% | Reduced |
| WJ Interests, LLC | 1,097 | $255.0K | 0.23% | 00.0% | Unchanged |
| Leverage Partners Absolute Return Fund SPC | 1,100 | $256.0K | 0.33% | −50,700−97.9% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,097 | $256.0K | 0.10% | +2+0.2% | Added |
| Second Half Financial Partners, LLC | 1,102 | $257.0K | 0.32% | −12,382−91.8% | Reduced |
| Lowery Thomas, LLC | 1,100 | $257.0K | 0.30% | +3+0.3% | Added |
| Crane Advisory, LLC | 1,141 | $257.0K | 0.13% | +1,141 | New |
| OLIO Financial Planning | 1,109 | $258.0K | 0.15% | −29−2.5% | Reduced |
| TAGStone Capital, Inc. | 1,106 | $258.0K | 0.24% | +1+0.1% | Added |
| 1492 Capital Management LLC | 1,118 | $260.0K | 0.19% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,114 | $260.0K | 0.99% | +1+0.1% | Added |
| Dopkins Wealth Management, LLC | 1,115 | $260.0K | 0.29% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,125 | $262.0K | 0.13% | −23−2.0% | Reduced |
| Blue Square Asset Management, LLC | 1,132 | $264.0K | 0.18% | −5,828−83.7% | Reduced |
| Seven Springs Wealth Group, LLC | 1,134 | $264.0K | 0.14% | −5,711−83.4% | Reduced |
| BCK Partners, Inc. | 1,138 | $265.0K | 0.19% | 00.0% | Unchanged |
| MTM Financial Group, LLC | 1,154 | $268.7K | 0.24% | +7+0.6% | Added |
| Atlas Financial Advisors, Inc. | 1,156 | $269.0K | 0.44% | −141−10.9% | Reduced |
| Stephenson National Bank & Trust | 1,156 | $269.0K | 0.19% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 1,165 | $271.0K | 0.08% | +38+3.4% | Added |
| BancFirst Trust & Investment Management | 1,142 | $272.0K | 0.16% | −574−33.4% | Reduced |
| Reinhart Partners, Inc. | 1,190 | $277.0K | 0.02% | 00.0% | Unchanged |
| Pacific Wealth Management | 1,189 | $277.0K | 0.25% | +1,189 | New |
| Market Street Wealth Management Advisors LLC | 1,193 | $278.0K | 0.09% | −4−0.3% | Reduced |
| Praetorian Wealth Management, Inc. | 1,203 | $280.0K | 0.10% | +1,203 | New |
| Alphasimplex Group, LLC | 1,207 | $281.0K | 2.84% | 00.0% | Unchanged |
| Sicart Associates LLC | 1,210 | $282.0K | 0.10% | −132−9.8% | Reduced |
| Outfitter Financial LLC | 1,215 | $283.0K | 0.28% | 00.0% | Unchanged |
| Applied Research Investments, LLC | 1,220 | $284.0K | 5.73% | −3,171−72.2% | Reduced |
| Afg Fiduciary Services Limited Partnership | 1,220 | $284.0K | 0.27% | +96+8.5% | Added |
| Truefg, LLC | 1,227 | $286.0K | 0.15% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,228 | $286.0K | 0.38% | +387+46.0% | Added |
| Bryant Woods Investment Advisors, LLC | 1,235 | $288.0K | 0.27% | +50+4.2% | Added |
| Capital CS Group, LLC | 1,253 | $292.0K | 0.32% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 1,272 | $296.0K | 0.36% | −421−24.9% | Reduced |
| Stapp Wealth Management, PLLC | 1,276 | $297.0K | 0.87% | +1,276 | New |
| Prudent Investors Network | 1,279 | $298.0K | 0.16% | −172−11.9% | Reduced |
| Guardian Wealth Management, Inc. | 1,285 | $299.0K | 0.34% | +1+0.1% | Added |
| Regal Wealth Group, Inc. | 1,273 | $301.0K | 0.23% | −8,067−86.4% | Reduced |
| Crabel Capital Management, LLC | 1,296 | $302.0K | 0.18% | +1,296 | New |
| MorganRosel Wealth Management, LLC | 1,307 | $304.0K | 0.15% | −20−1.5% | Reduced |
| Denver Wealth Management, Inc. | 1,307 | $304.0K | 0.29% | +41+3.2% | Added |
| Piershale Financial Group, Inc. | 1,318 | $307.0K | 0.23% | 00.0% | Unchanged |
| Lanham O'Dell & Company, Inc. | 1,318 | $307.0K | 1.09% | +1,318 | New |
| Arkansas Financial Group, Inc. | 1,329 | $310.0K | 0.07% | +90+7.3% | Added |
| New England Guild Wealth Advisors, Inc. | 1,338 | $312.0K | 0.19% | +70+5.5% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,350 | $314.0K | 4.23% | +130+10.7% | Added |
| Simplify Asset Management Inc. | 1,352 | $315.0K | 0.04% | +78+6.1% | Added |
| Partners in Financial Planning | 1,306 | $315.0K | 0.09% | −10−0.8% | Reduced |
| Rather & Kittrell, Inc. | 1,361 | $316.0K | 0.33% | +91+7.2% | Added |
| Briaud Financial Planning, Inc | 1,343 | $316.0K | 0.28% | +396+41.8% | Added |
| Guardian Wealth Advisors, LLC | 1,360 | $317.0K | 0.31% | −45−3.2% | Reduced |
| Tanager Wealth Management LLP | 1,380 | $321.0K | 0.25% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,380 | $321.0K | 0.05% | +32+2.4% | Added |
| Family Capital Trust Co | 1,383 | $322.0K | 0.15% | 00.0% | Unchanged |
| Disciplined Growth Investors Inc | 1,387 | $323.0K | 0.01% | −1,650−54.3% | Reduced |
| IAG Wealth Partners, LLC | 1,387 | $323.0K | 0.11% | +110+8.6% | Added |
| Maxele Advisors, LLC | 1,389 | $323.5K | 0.54% | −28−2.0% | Reduced |
| Sterling Manor Financial, LLC | 1,394 | $325.0K | 0.40% | −896−39.1% | Reduced |
| qPULA Trading Management LP | 1,400 | $326.0K | 2.86% | −2,064−59.6% | Reduced |
| Teramo Advisors, LLC | 1,400 | $326.0K | 0.24% | 00.0% | Unchanged |
| Essex Private Wealth Management, LLC | 1,419 | $330.0K | 1.32% | 00.0% | Unchanged |
| Flower City Capital | 1,421 | $331.0K | 0.49% | +29+2.1% | Added |
| Barrier Capital Management, LLC | 1,433 | $334.0K | 0.47% | −34,860−96.1% | Reduced |
| TPG Financial Advisors, LLC | 1,432 | $334.0K | 0.21% | +10+0.7% | Added |
| Chicago Wealth Management, Inc. | 1,440 | $335.0K | 0.32% | 00.0% | Unchanged |
| Daniels&Tansey,LLP | 1,447 | $337.0K | 0.14% | −23−1.6% | Reduced |
| Axim Planning & Wealth | 1,451 | $338.0K | 0.33% | +985+211.4% | Added |
| Level Financial Advisors, Inc. | 1,456 | $339.0K | 0.25% | −42−2.8% | Reduced |
| Chico Wealth RIA | 1,456 | $339.0K | 0.39% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 1,456 | $339.0K | 0.14% | +103+7.6% | Added |