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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Boston Research & Management Inc | 50,301 | $11.7M | 3.99% | +206+0.4% | Added |
| Hoertkorn Richard Charles | 50,496 | $11.8M | 6.73% | −3,029−5.7% | Reduced |
| Nations Financial Group Inc, | 50,591 | $11.8M | 1.71% | −5,023−9.0% | Reduced |
| Strategic Blueprint, LLC | 50,604 | $11.8M | 1.49% | −501−1.0% | Reduced |
| Capital Investment Advisory Services, LLC | 50,693 | $11.8M | 1.53% | +533+1.1% | Added |
| Summit Financial, LLC | 50,747 | $11.8M | 1.12% | +1,761+3.6% | Added |
| Mirova | 50,794 | $11.8M | 1.99% | −31,751−38.5% | Reduced |
| Atika Capital Management LLC | 50,800 | $11.8M | 1.34% | −33,200−39.5% | Reduced |
| Whalerock Point Partners, LLC | 50,822 | $11.8M | 5.20% | +571+1.1% | Added |
| NTV Asset Management LLC | 50,832 | $11.8M | 2.49% | −275−0.5% | Reduced |
| Paragon Capital Management LLC | 50,948 | $11.9M | 7.66% | −1,436−2.7% | Reduced |
| Synergy Financial Management, LLC | 51,002 | $11.9M | 3.20% | −11,268−18.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 51,253 | $11.9M | 6.33% | −1,902−3.6% | Reduced |
| Miller Wealth Advisors, LLC | 46,545 | $12.0M | 9.76% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 51,510 | $12.0M | 6.66% | +183+0.4% | Added |
| Arkadios Wealth Advisors | 51,542 | $12.0M | 1.82% | +5,125+11.0% | Added |
| Boyar Asset Management Inc. | 51,608 | $12.0M | 9.90% | −1,473−2.8% | Reduced |
| Johnson Financial Group, Inc. | 51,790 | $12.0M | 1.11% | −4,935−8.7% | Reduced |
| Grand Jean Capital Management Inc | 51,661 | $12.0M | 5.33% | +575+1.1% | Added |
| HCR Wealth Advisors | 51,666 | $12.0M | 2.56% | −254−0.5% | Reduced |
| American Money Management, LLC | 51,833 | $12.1M | 3.68% | −28−0.1% | Reduced |
| Spectrum Management Group, LLC | 51,835 | $12.1M | 2.62% | +400+0.8% | Added |
| Arete Wealth Advisors, LLC | 51,921 | $12.1M | 1.18% | +23,162+80.5% | Added |
| Allred Capital Management, LLC | 51,998 | $12.1M | 7.55% | −257−0.5% | Reduced |
| Miura Global Management, LLC | 52,000 | $12.1M | 7.26% | +2,000+4.0% | Added |
| FORA Capital, LLC | 52,012 | $12.1M | 2.32% | +52,012 | New |
| Institute for Wealth Management, LLC. | 52,051 | $12.1M | 2.72% | +93+0.2% | Added |
| Glassman Wealth Services | 52,165 | $12.1M | 2.58% | +730+1.4% | Added |
| Greenwich Wealth Management LLC | 52,167 | $12.2M | 1.30% | +362+0.7% | Added |
| McCollum Christoferson Group LLC | 52,173 | $12.2M | 4.06% | −592−1.1% | Reduced |
| swisspartners Ltd. | 52,283 | $12.2M | 12.60% | −450−0.9% | Reduced |
| Andesa Financial Management Inc. | 52,307 | $12.2M | 4.26% | +23,203+79.7% | Added |
| Sentry Investment Management LLC | 52,307 | $12.2M | 5.78% | +660+1.3% | Added |
| Roberts Glore & Co Inc | 52,372 | $12.2M | 4.36% | +96+0.2% | Added |
| Decatur Capital Management, Inc. | 52,420 | $12.2M | 9.24% | +70.0% | Added |
| Proequities, Inc. | 52,425 | $12.2M | 1.16% | +2,395+4.8% | Added |
| First Sabrepoint Capital Management LP | 52,500 | $12.2M | 5.93% | +2,700+5.4% | Added |
| Baker Chad R | 52,625 | $12.3M | 3.49% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 52,706 | $12.3M | 3.57% | −1,057−2.0% | Reduced |
| Gardner Lewis Asset Management L P | 52,775 | $12.3M | 2.83% | −140−0.3% | Reduced |
| Hartford Financial Management Inc. | 52,875 | $12.3M | 3.62% | −386−0.7% | Reduced |
| Kore Private Wealth LLC | 52,907 | $12.3M | 2.23% | −1,229−2.3% | Reduced |
| Hodges Capital Management Inc. | 52,939 | $12.3M | 2.03% | −10,048−16.0% | Reduced |
| Farmers National Bank | 52,953 | $12.3M | 4.94% | +585+1.1% | Added |
| L & S Advisors Inc | 53,061 | $12.4M | 2.18% | −13,037−19.7% | Reduced |
| Lake Street Financial LLC | 53,065 | $12.4M | 2.85% | −1,067−2.0% | Reduced |
| BFSG, LLC | 53,069 | $12.4M | 2.63% | −1,874−3.4% | Reduced |
| Jackson Square Capital, LLC | 53,079 | $12.4M | 6.03% | +3,810+7.7% | Added |
| TRUE Private Wealth Advisors | 53,128 | $12.4M | 1.87% | +546+1.0% | Added |
| QVR LLC | 53,236 | $12.4M | 11.29% | +11,641+28.0% | Added |
| Seizert Capital Partners, LLC | 53,240 | $12.4M | 0.70% | +187+0.4% | Added |
| ICA Group Wealth Management, LLC | 53,299 | $12.4M | 2.64% | +3,114+6.2% | Added |
| Valmark Advisers, Inc. | 53,381 | $12.4M | 0.25% | −93−0.2% | Reduced |
| Shikiar Asset Management Inc | 53,456 | $12.4M | 5.01% | −410−0.8% | Reduced |
| Mattern Wealth Management LLC | 53,504 | $12.5M | 5.01% | +435+0.8% | Added |
| Brookfield Asset Management Inc. | 53,844 | $12.5M | 0.05% | +31,922+145.6% | Added |
| NorthRock Partners, LLC | 53,868 | $12.5M | 1.46% | −1,146−2.1% | Reduced |
| WESPAC Advisors SoCal, LLC | 54,155 | $12.6M | 5.25% | −561−1.0% | Reduced |
| Ally Financial Inc. | 54,000 | $12.6M | 2.07% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 54,113 | $12.6M | 1.50% | +250+0.5% | Added |
| Hamilton Point Investment Advisors, LLC | 54,223 | $12.6M | 3.84% | +1,025+1.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 54,303 | $12.6M | 7.70% | +267+0.5% | Added |
| Horiko Capital Management LLC | 54,327 | $12.7M | 11.58% | +327+0.6% | Added |
| Avidian Wealth Solutions, LLC | 54,332 | $12.7M | 0.91% | +2,626+5.1% | Added |
| Sigma Investment Counselors Inc | 54,510 | $12.7M | 1.08% | +81+0.1% | Added |
| Rench Wealth Management, Inc. | 54,541 | $12.7M | 7.12% | +425+0.8% | Added |
| Cubic Asset Management, LLC | 54,608 | $12.7M | 3.79% | +50+0.1% | Added |
| Wayfinding Financial, LLC | 54,667 | $12.7M | 11.88% | +370+0.7% | Added |
| Strategy Asset Managers LLC | 54,720 | $12.7M | 3.46% | +1,276+2.4% | Added |
| Cardinal Capital Management | 54,750 | $12.8M | 3.02% | −437−0.8% | Reduced |
| Asset Planning Services Inc | 54,767 | $12.8M | 8.96% | −200−0.4% | Reduced |
| Tenere Capital LLC | 54,822 | $12.8M | 6.21% | −16,100−22.7% | Reduced |
| Condor Capital Management | 54,824 | $12.8M | 1.66% | +2,125+4.0% | Added |
| Elk River Wealth Management, LLC | 54,870 | $12.8M | 3.37% | +2,131+4.0% | Added |
| Essex Investment Management Co LLC | 54,915 | $12.8M | 2.04% | −644−1.2% | Reduced |
| RBF Capital, LLC | 55,000 | $12.8M | 1.10% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 55,050 | $12.8M | 5.40% | −1,500−2.7% | Reduced |
| Holderness Investments Co | 55,200 | $12.9M | 5.84% | −1,421−2.5% | Reduced |
| Centaurus Financial, Inc. | 55,276 | $12.9M | 1.26% | +4,568+9.0% | Added |
| Laidlaw Wealth Management LLC | 55,281 | $12.9M | 3.01% | −1,604−2.8% | Reduced |
| Benin Management CORP | 55,293 | $12.9M | 5.36% | −276−0.5% | Reduced |
| Flagship Harbor Advisors, LLC | 55,335 | $12.9M | 1.49% | −60.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 55,429 | $12.9M | 1.09% | +474+0.9% | Added |
| Zhang Financial LLC | 55,460 | $12.9M | 1.95% | +1,006+1.8% | Added |
| Campbell Capital Management Inc | 55,510 | $12.9M | 11.91% | −510−0.9% | Reduced |
| Virtu Financial LLC | 55,512 | $12.9M | 1.18% | +40,814+277.7% | Added |
| Seeyond | 55,618 | $13.0M | 1.56% | −5,395−8.8% | Reduced |
| Mitchell Sinkler & Starr | 55,642 | $13.0M | 5.02% | +256+0.5% | Added |
| GPS Wealth Strategies Group, LLC | 55,661 | $13.0M | 3.27% | +346+0.6% | Added |
| Lincoln Capital Corp | 55,677 | $13.0M | 8.71% | −358−0.6% | Reduced |
| Atlantic Trust, LLC | 55,721 | $13.0M | 4.52% | +20,493+58.2% | Added |
| New England Asset Management Inc | 55,743 | $13.0M | 0.22% | −1,603−2.8% | Reduced |
| Angeles Wealth Management, LLC | 55,786 | $13.0M | 2.57% | −29−0.1% | Reduced |
| Hotaling Investment Management, LLC | 55,823 | $13.0M | 6.24% | +677+1.2% | Added |
| M Holdings Securities, Inc. | 55,856 | $13.0M | 1.44% | −1,460−2.5% | Reduced |
| West Coast Financial LLC | 55,884 | $13.0M | 2.40% | +552+1.0% | Added |
| Bluegrass Capital Partners LP | 56,000 | $13.0M | 12.88% | +4,000+7.7% | Added |
| Consolidated Planning Corp | 56,048 | $13.1M | 4.07% | −1,019−1.8% | Reduced |
| Colonial Trust Co | 56,068 | $13.1M | 4.16% | +56,068 | New |
| Moreno Evelyn V | 56,179 | $13.1M | 5.91% | −44,944−44.4% | Reduced |