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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| J. W. Coons Advisors, LLC | 40,320 | $9.39M | 3.55% | +1,635+4.2% | Added |
| Traynor Capital Management, Inc. | 40,328 | $9.39M | 1.68% | −669−1.6% | Reduced |
| Connable Office Inc | 40,343 | $9.40M | 1.53% | −906−2.2% | Reduced |
| Sargent Investment Group, LLC | 38,085 | $9.40M | 2.93% | −77−0.2% | Reduced |
| Boston Partners | 41,029 | $9.42M | 0.01% | +1,277+3.2% | Added |
| Keel Point, LLC | 40,459 | $9.42M | 1.62% | −200−0.5% | Reduced |
| Roberts Wealth Advisors, LLC | 38,256 | $9.44M | 4.64% | +939+2.5% | Added |
| Element Capital Management LLC | 40,544 | $9.44M | 4.52% | 00.0% | Unchanged |
| Cooper Financial Group | 40,589 | $9.45M | 3.40% | +1,964+5.1% | Added |
| Intact Investment Management Inc. | 40,700 | $9.47M | 0.31% | +7,950+24.3% | Added |
| Berger Financial Group, Inc | 40,701 | $9.48M | 1.39% | +1,541+3.9% | Added |
| Royal Fund Management, LLC | 40,746 | $9.49M | 1.75% | −1,566−3.7% | Reduced |
| WBH Advisory Inc | 40,770 | $9.49M | 1.37% | −699−1.7% | Reduced |
| Birinyi Associates Inc | 40,774 | $9.50M | 4.43% | −1,325−3.1% | Reduced |
| Mayflower Financial Advisors, LLC | 40,774 | $9.50M | 1.53% | +408+1.0% | Added |
| GFS Advisors, LLC | 40,790 | $9.50M | 2.28% | −205−0.5% | Reduced |
| Kozak & Associates, Inc. | 42,246 | $9.52M | 6.01% | +24,660+140.2% | Added |
| Horan Capital Advisors, LLC. | 40,909 | $9.53M | 4.61% | +1,346+3.4% | Added |
| TLW Wealth Management, LLC | 41,015 | $9.55M | 8.33% | −5,504−11.8% | Reduced |
| Coastal Investment Advisors, Inc. | 41,084 | $9.57M | 2.51% | +1,184+3.0% | Added |
| Sage Capital Advisors,llc | 41,126 | $9.58M | 4.89% | +548+1.4% | Added |
| McGinn Investment Management, Inc. | 41,169 | $9.59M | 8.25% | 00.0% | Unchanged |
| Icapital Wealth LLC | 41,184 | $9.59M | 6.90% | −1,657−3.9% | Reduced |
| Wealth Alliance | 41,207 | $9.60M | 1.89% | −762−1.8% | Reduced |
| Lawson Kroeker Investment Management Inc | 41,234 | $9.60M | 3.38% | −150.0% | Reduced |
| Torray LLC | 41,238 | $9.60M | 1.91% | +2,084+5.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41,289 | $9.62M | 0.80% | +1,758+4.4% | Added |
| Arden Trust Co | 41,318 | $9.62M | 2.43% | −973−2.3% | Reduced |
| Formidable Asset Management, LLC | 39,066 | $9.63M | 2.23% | −173−0.4% | Reduced |
| Pensionfund Sabic | 41,390 | $9.64M | 3.40% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 41,420 | $9.65M | 6.53% | −40.0% | Reduced |
| Trinity Street Asset Management LLP | 41,424 | $9.65M | 1.95% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 41,422 | $9.65M | 2.49% | +1,214+3.0% | Added |
| Next Century Growth Investors LLC | 41,451 | $9.65M | 1.18% | +4,165+11.2% | Added |
| WCG Wealth Advisors LLC | 38,074 | $9.65M | 1.28% | −110.0% | Reduced |
| Asset Dedication, LLC | 41,635 | $9.67M | 1.06% | +41,635 | New |
| Great Diamond Partners, LLC | 41,548 | $9.68M | 3.31% | +516+1.3% | Added |
| SG3 Management, LLC | 41,600 | $9.69M | 6.15% | +41,600 | New |
| Stanley-Laman Group, Ltd. | 41,702 | $9.71M | 1.84% | −1,828−4.2% | Reduced |
| Gordian Capital Singapore Pte Ltd | 34,686 | $9.74M | 12.93% | −980−2.7% | Reduced |
| Portland Global Advisors LLC | 41,896 | $9.76M | 1.95% | −27−0.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 42,027 | $9.79M | 4.15% | −1,058−2.5% | Reduced |
| Aspire Capital Advisors LLC | 42,058 | $9.79M | 7.77% | −1,517−3.5% | Reduced |
| New Millennium Group LLC | 42,082 | $9.80M | 10.80% | +820+2.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 42,091 | $9.80M | 1.82% | −285−0.7% | Reduced |
| Aj Wealth Strategies, LLC | 42,098 | $9.80M | 0.57% | −2,806−6.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 42,102 | $9.80M | 0.91% | +298+0.7% | Added |
| WealthPlan Investment Management, LLC | 40,165 | $9.81M | 0.72% | +40,165 | New |
| RSM US Wealth Management LLC | 42,202 | $9.83M | 0.57% | +1,068+2.6% | Added |
| Keystone Financial Group | 42,256 | $9.84M | 2.00% | −876−2.0% | Reduced |
| Univest Financial Corp | 42,286 | $9.85M | 3.22% | −493−1.2% | Reduced |
| Symphony Financial, Ltd. Co. | 41,518 | $9.86M | 3.22% | +34+0.1% | Added |
| Clear Harbor Asset Management, LLC | 42,371 | $9.87M | 1.38% | −140−0.3% | Reduced |
| Cutler Group LP | 42,445 | $9.88M | 1.19% | +36,209+580.6% | Added |
| Altfest L J & Co Inc | 42,478 | $9.89M | 1.85% | −1,003−2.3% | Reduced |
| Marcum Wealth, LLC | 42,628 | $9.93M | 1.51% | +1,761+4.3% | Added |
| Morton Capital Management LLC | 42,765 | $9.96M | 4.53% | +623+1.5% | Added |
| SOA Wealth Advisors, LLC. | 42,807 | $9.97M | 3.00% | +408+1.0% | Added |
| Quantum Private Wealth, LLC | 42,836 | $9.98M | 6.23% | +88+0.2% | Added |
| Nkcfo LLC | 42,850 | $9.98M | 4.62% | +1,675+4.1% | Added |
| RFG Advisory, LLC | 43,660 | $9.99M | 0.57% | +712+1.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 42,950 | $10.0M | 1.29% | −5,076−10.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 42,959 | $10.0M | 1.33% | +533+1.3% | Added |
| Jacobi Capital Management LLC | 43,046 | $10.0M | 1.37% | +1,229+2.9% | Added |
| Budros, Ruhlin & Roe, Inc. | 43,059 | $10.0M | 1.23% | +365+0.9% | Added |
| Centiva Capital, LP | 43,128 | $10.0M | 0.75% | +31,016+256.1% | Added |
| Farley Capital L.P. | 43,140 | $10.0M | 12.28% | +861+2.0% | Added |
| Lakeview Capital Partners, LLC | 43,174 | $10.1M | 3.95% | +26,048+152.1% | Added |
| AlphaStar Capital Management, LLC | 43,207 | $10.1M | 1.08% | −2,004−4.4% | Reduced |
| Inlet Private Wealth, LLC | 43,226 | $10.1M | 3.00% | −199−0.5% | Reduced |
| Physicians Financial Services, Inc. | 43,325 | $10.1M | 4.88% | −582−1.3% | Reduced |
| Private Capital Advisors, Inc. | 43,341 | $10.1M | 1.75% | −1,466−3.3% | Reduced |
| Hendershot Investments Inc. | 43,436 | $10.1M | 1.91% | +4,752+12.3% | Added |
| Chapman Investment Management, LLC | 43,516 | $10.1M | 7.41% | +306+0.7% | Added |
| Nicholas Investment Partners, LP | 43,567 | $10.1M | 0.94% | −9,079−17.2% | Reduced |
| Beck Bode, LLC | 43,590 | $10.2M | 2.20% | −48,283−52.6% | Reduced |
| Armstrong Shaw Associates Inc | 43,655 | $10.2M | 10.91% | −896−2.0% | Reduced |
| Lindbrook Capital, LLC | 43,652 | $10.2M | 1.72% | +1,894+4.5% | Added |
| Romano Brothers and Company | 43,708 | $10.2M | 1.64% | +43,708 | New |
| Canal Capital Management, LLC | 43,881 | $10.2M | 2.98% | +5,773+15.1% | Added |
| Sturgeon Ventures LLP | 43,901 | $10.2M | 7.84% | −24,259−35.6% | Reduced |
| Hall Capital Management Co Inc | 43,921 | $10.2M | 6.80% | −151−0.3% | Reduced |
| Lincoln Capital LLC | 44,015 | $10.3M | 3.19% | −982−2.2% | Reduced |
| Executive Wealth Management, LLC | 10,262 | $10.3M | 1.47% | −35,595−77.6% | Reduced |
| Duff & Phelps Investment Management Co | 44,064 | $10.3M | 0.13% | +70+0.2% | Added |
| Cordatus Wealth Management LLC | 44,078 | $10.3M | 10.82% | +1,669+3.9% | Added |
| West Branch Capital LLC | 44,191 | $10.3M | 6.40% | +50.0% | Added |
| Saber Capital Managment, LLC | 44,410 | $10.3M | 11.18% | +51+0.1% | Added |
| Legacy Wealth Management, LLC | 44,503 | $10.4M | 6.99% | −300−0.7% | Reduced |
| Wall Street Access Asset Management, LLC | 44,536 | $10.4M | 7.44% | −7,925−15.1% | Reduced |
| SS&H Financial Advisors, Inc. | 44,609 | $10.4M | 5.37% | −1,500−3.3% | Reduced |
| Baugh & Associates, LLC | 44,622 | $10.4M | 7.35% | −236−0.5% | Reduced |
| Stratos Wealth Advisors, LLC | 44,630 | $10.4M | 1.09% | −4,994−10.1% | Reduced |
| Grandview Asset Management LLC | 44,762 | $10.4M | 6.63% | −2,756−5.8% | Reduced |
| Emerson Point Capital LP | 44,779 | $10.4M | 4.03% | −71,354−61.4% | Reduced |
| Argyle Capital Management Inc. | 44,880 | $10.5M | 4.07% | −150−0.3% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 44,949 | $10.5M | 2.94% | +18,725+71.4% | Added |
| J.P. Marvel Investment Advisors, LLC | 44,988 | $10.5M | 2.67% | 00.0% | Unchanged |
| Bizma Investimentos Ltda | 45,000 | $10.5M | 7.30% | 00.0% | Unchanged |
| Perseverance Asset Management International | 45,000 | $10.5M | 6.31% | +28,000+164.7% | Added |