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 |
|---|---|---|---|---|---|
| Blue Edge Capital, LLC | 21,320 | $4.97M | 1.23% | +54+0.3% | Added |
| Providence Wealth Advisors, LLC | 21,792 | $4.97M | 3.71% | −1,739−7.4% | Reduced |
| Regency Capital Management Inc. | 21,330 | $4.97M | 6.09% | +5,733+36.8% | Added |
| S.A. Mason LLC | 21,344 | $4.97M | 3.93% | −216−1.0% | Reduced |
| Beaumont Asset Management, L.L.C. | 21,390 | $4.98M | 3.95% | −2,352−9.9% | Reduced |
| Marino, Stram & Associates LLC | 21,399 | $4.98M | 1.80% | +2,371+12.5% | Added |
| New Potomac Partners, LLC | 21,406 | $4.99M | 4.21% | −17−0.1% | Reduced |
| TBH Global Asset Management, LLC | 21,473 | $4.99M | 1.28% | −2,188−9.2% | Reduced |
| Empowered Funds, LLC | 21,446 | $4.99M | 0.48% | +9,892+85.6% | Added |
| Baker Boyer National Bank | 21,449 | $5.00M | 2.22% | +322+1.5% | Added |
| CWS Financial Advisors, LLC | 21,473 | $5.00M | 2.39% | −69−0.3% | Reduced |
| Peloton Wealth Strategists | 21,488 | $5.00M | 2.60% | +229+1.1% | Added |
| Cito Capital Group, LLC | 21,501 | $5.01M | 2.87% | 00.0% | Unchanged |
| Wealth Effects LLC | 21,513 | $5.01M | 3.07% | −80.0% | Reduced |
| Scarborough Advisors, LLC | 21,520 | $5.01M | 1.56% | +10.0% | Added |
| Apexium Financial, LP | 21,558 | $5.02M | 0.62% | +13,749+176.1% | Added |
| Eos Management, L.P. | 21,620 | $5.04M | 5.29% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 21,658 | $5.04M | 2.68% | +454+2.1% | Added |
| Almanack Investment Partners, LLC. | 21,671 | $5.05M | 0.99% | −990−4.4% | Reduced |
| Emerald Advisers, LLC | 21,682 | $5.05M | 0.26% | −1,414−6.1% | Reduced |
| Sycale Advisors (NY) LLC | 21,700 | $5.05M | 2.00% | +21,700 | New |
| Karp Capital Management Corp | 21,721 | $5.06M | 1.03% | −1,033−4.5% | Reduced |
| RB Capital Management, LLC | 21,739 | $5.06M | 1.94% | +247+1.1% | Added |
| Darwin Advisors, LLC | 21,348 | $5.07M | 1.27% | −1,794−7.8% | Reduced |
| Forefront Wealth Management Inc. | 21,786 | $5.07M | 7.07% | −574−2.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 21,857 | $5.09M | 4.12% | −183−0.8% | Reduced |
| Wedmont Private Capital | 21,872 | $5.09M | 1.02% | −8,711−28.5% | Reduced |
| MV Capital Management, Inc. | 21,871 | $5.09M | 0.88% | +2,942+15.5% | Added |
| Hengehold Capital Management LLC | 21,895 | $5.10M | 0.78% | +467+2.2% | Added |
| Ignite Planners, LLC | 21,203 | $5.11M | 4.08% | +3,500+19.8% | Added |
| Kensington Investment Counsel, LLC | 21,933 | $5.11M | 4.30% | +662+3.1% | Added |
| Winning Points Advisors, LLC | 21,210 | $5.11M | 6.24% | −2,277−9.7% | Reduced |
| IMS Capital Management | 21,961 | $5.12M | 3.53% | +1,972+9.9% | Added |
| Charles Schwab Trust Co | 21,971 | $5.12M | 0.86% | −145−0.7% | Reduced |
| Wrapmanager Inc | 22,048 | $5.13M | 1.73% | +594+2.8% | Added |
| Strong Tower Advisory Services | 22,054 | $5.14M | 3.05% | −431−1.9% | Reduced |
| Drystone LLC | 22,073 | $5.14M | 7.42% | +10.0% | Added |
| First Pacific Advisors, LP | 22,100 | $5.15M | 0.08% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 22,130 | $5.15M | 3.04% | +946+4.5% | Added |
| Woodward Diversified Capital, LLC | 22,136 | $5.16M | 4.25% | −254−1.1% | Reduced |
| Magnus Financial Group LLC | 22,174 | $5.16M | 0.99% | −115−0.5% | Reduced |
| Castle Rock Wealth Management, LLC | 22,995 | $5.18M | 2.61% | +2,675+13.2% | Added |
| Platinum Investment Management Ltd | 22,312 | $5.20M | 0.22% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 22,000 | $5.20M | 4.57% | +2,000+10.0% | Added |
| NWK Group, Inc. | 22,330 | $5.20M | 4.02% | −766−3.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 22,346 | $5.20M | 2.41% | −235−1.0% | Reduced |
| MTM Investment Management, LLC | 22,360 | $5.21M | 2.96% | +198+0.9% | Added |
| Agate Pass Investment Management, LLC | 22,380 | $5.21M | 3.98% | +1,208+5.7% | Added |
| In-Depth Partners, LLC | 22,401 | $5.22M | 9.20% | +1,217+5.7% | Added |
| Walleye Capital LLC | 22,410 | $5.22M | 0.12% | +22,410 | New |
| Scott Capital Advisors, LLC | 22,460 | $5.23M | 3.57% | +70.0% | Added |
| Compton Wealth Advisory Group, LLC | 22,473 | $5.23M | 2.23% | +173+0.8% | Added |
| Alcosta Capital Management, Inc. | 22,491 | $5.24M | 5.13% | −660−2.9% | Reduced |
| United Fire Group Inc | 22,500 | $5.24M | 3.50% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 22,507 | $5.24M | 1.87% | +563+2.6% | Added |
| River & Mercantile Asset Management LLP | 22,545 | $5.25M | 1.01% | +4,145+22.5% | Added |
| EagleClaw Capital Managment, LLC | 22,564 | $5.25M | 1.47% | −3,125−12.2% | Reduced |
| Resonant Capital Advisors, LLC | 22,571 | $5.26M | 0.80% | +825+3.8% | Added |
| Alaethes Wealth LLC | 22,663 | $5.28M | 3.88% | +812+3.7% | Added |
| WealthShield Partners, LLC | 22,685 | $5.28M | 1.05% | +705+3.2% | Added |
| Buck Wealth Strategies, LLC | 16,742 | $5.29M | 2.47% | +16,742 | New |
| Soros Capital Management LLC | 22,700 | $5.29M | 5.97% | −22,700−50.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 22,735 | $5.29M | 3.21% | +954+4.4% | Added |
| Spirit of America Management Corp | 22,739 | $5.30M | 1.26% | −1,200−5.0% | Reduced |
| Fruth Investment Management | 22,754 | $5.30M | 1.76% | −15−0.1% | Reduced |
| Security Asset Management | 22,763 | $5.30M | 3.18% | +1,367+6.4% | Added |
| Hudson Value Partners, LLC | 22,846 | $5.32M | 3.58% | +823+3.7% | Added |
| Kercheville Advisors, LLC | 22,879 | $5.33M | 5.45% | −669−2.8% | Reduced |
| Atticus Wealth Management, LLC | 20,746 | $5.33M | 2.58% | 00.0% | Unchanged |
| Redwood Investments, LLC | 22,895 | $5.33M | 0.72% | −1,934−7.8% | Reduced |
| Boxwood Ventures, Inc. | 22,898 | $5.33M | 12.04% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 22,904 | $5.33M | 3.00% | −224−1.0% | Reduced |
| Atlas Brown,Inc. | 22,907 | $5.33M | 2.72% | −85−0.4% | Reduced |
| Founders Financial Securities LLC | 22,937 | $5.34M | 0.95% | +1,968+9.4% | Added |
| Wharton Business Group, LLC | 22,975 | $5.35M | 0.36% | +395+1.7% | Added |
| Financial Network Wealth Management LLC | 23,005 | $5.36M | 3.34% | +27+0.1% | Added |
| Bangor Savings Bank | 23,012 | $5.36M | 0.62% | +214+0.9% | Added |
| Concord Wealth Partners | 23,045 | $5.37M | 1.70% | −208−0.9% | Reduced |
| Lee Capital Holdings LLC | 23,100 | $5.38M | 7.86% | −16,704−42.0% | Reduced |
| Crown Wealth Group, LLC | 23,109 | $5.38M | 5.52% | −47−0.2% | Reduced |
| Regatta Capital Group, LLC | 20,972 | $5.39M | 2.20% | +1,847+9.7% | Added |
| Stolper Co | 23,138 | $5.39M | 2.65% | −16−0.1% | Reduced |
| Institutional & Family Asset Management, LLC | 23,139 | $5.39M | 0.97% | +3,190+16.0% | Added |
| Hudson Canyon Capital Management | 23,150 | $5.39M | 5.36% | +4,605+24.8% | Added |
| Stableford Capital II LLC | 22,281 | $5.39M | 2.61% | −132−0.6% | Reduced |
| Van Leeuwen & Company, LLC | 23,211 | $5.41M | 4.31% | +1,996+9.4% | Added |
| GYL Financial Synergies, LLC | 23,231 | $5.41M | 1.48% | −343−1.5% | Reduced |
| Duality Advisers, LP | 23,243 | $5.41M | 0.59% | −20.0% | Reduced |
| Sheets Smith Wealth Management | 23,247 | $5.41M | 0.90% | +1,937+9.1% | Added |
| My Personal CFO, LLC | 23,268 | $5.42M | 8.31% | −5,659−19.6% | Reduced |
| Byrne Asset Management LLC | 23,379 | $5.45M | 4.20% | −177−0.8% | Reduced |
| Trinity Legacy Partners, LLC | 23,404 | $5.45M | 2.33% | −564−2.4% | Reduced |
| Family Legacy, Inc. | 23,404 | $5.45M | 2.74% | +69+0.3% | Added |
| Somerset Group LLC | 23,445 | $5.46M | 4.99% | +700+3.1% | Added |
| Montchanin Asset Management, LLC | 21,288 | $5.47M | 7.74% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 23,502 | $5.47M | 7.13% | −270−1.1% | Reduced |
| Accurate Wealth Management, LLC | 21,634 | $5.48M | 2.29% | +4,971+29.8% | Added |
| Costello Asset Management, INC | 23,566 | $5.49M | 5.18% | −1,934−7.6% | Reduced |
| Encompass Wealth Advisors, LLC | 23,592 | $5.50M | 2.09% | −645−2.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 23,602 | $5.50M | 1.34% | +590+2.6% | Added |