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 |
|---|---|---|---|---|---|
| WorthPointe, LLC | 1,470 | $342.0K | 0.29% | −41−2.7% | Reduced |
| Keeley-Teton Advisors, LLC | 1,476 | $344.0K | 0.05% | +160+12.2% | Added |
| Avalon Advisory Group | 1,495 | $348.0K | 0.22% | +74+5.2% | Added |
| Triad Investment Management | 1,500 | $349.0K | 0.61% | 00.0% | Unchanged |
| Sage Financial Management Group, Inc. | 1,500 | $349.0K | 0.31% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 1,500 | $349.0K | 0.30% | 00.0% | Unchanged |
| Soundwatch Capital LLC | 1,500 | $349.0K | 0.34% | +1,500 | New |
| Harbor Group, Inc. | 1,516 | $353.0K | 0.26% | −5−0.3% | Reduced |
| Hilltop Wealth Advisors, LLC | 1,514 | $353.0K | 0.36% | 00.0% | Unchanged |
| Truvvo Partners LLC | 1,522 | $354.0K | 6.79% | +4+0.3% | Added |
| Lagoda Investment Management, L.P. | 1,525 | $355.0K | 0.25% | 00.0% | Unchanged |
| Foundry Partners, LLC | 1,525 | $355.0K | 0.02% | +100+7.0% | Added |
| Stevard, LLC | 1,525 | $355.0K | 0.33% | +1,525 | New |
| Beacon Financial Strategies CORP | 1,526 | $355.3K | 0.34% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 1,526 | $355.4K | 0.12% | +1,526 | New |
| Basepoint Wealth LLC | 1,529 | $356.0K | 0.38% | +102+7.1% | Added |
| Leith Wheeler Investment Counsel Ltd. | 1,529 | $356.0K | 0.06% | −76−4.7% | Reduced |
| Benchmark Wealth Management, LLC | 1,527 | $356.0K | 0.28% | 00.0% | Unchanged |
| Drake & Associates, LLC | 1,533 | $357.0K | 0.20% | +34+2.3% | Added |
| TL Private Wealth | 1,572 | $360.0K | 0.22% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 1,549 | $361.0K | 0.26% | −1,065−40.7% | Reduced |
| Joule Financial, LLC | 1,552 | $361.0K | 0.27% | +120+8.4% | Added |
| Raub Brock Capital Management LP | 1,550 | $361.0K | 0.08% | +350+29.2% | Added |
| RTD Financial Advisors, Inc. | 1,560 | $363.0K | 0.07% | −1,802−53.6% | Reduced |
| Glovista Investments LLC | 1,559 | $363.0K | 0.19% | +22+1.4% | Added |
| Pinnacle Family Advisors, LLC | 1,576 | $367.0K | 0.32% | −1,245−44.1% | Reduced |
| Vantage Financial Partners, LLC | 1,574 | $367.0K | 0.25% | −12−0.8% | Reduced |
| Highland Financial Advisors, LLC | 1,590 | $370.0K | 0.26% | 00.0% | Unchanged |
| GoalFusion Wealth Management, LLC | 1,589 | $370.0K | 0.35% | +91+6.1% | Added |
| Knott David M Jr | 1,600 | $373.0K | 0.17% | 00.0% | Unchanged |
| Providence First Trust Co | 1,605 | $374.0K | 0.23% | −359−18.3% | Reduced |
| Barry Investment Advisors, LLC | 1,612 | $375.0K | 0.13% | −84−5.0% | Reduced |
| Thomas Story & Son LLC | 1,615 | $376.0K | 0.20% | 00.0% | Unchanged |
| Gruss & Co., LLC | 1,620 | $377.0K | 3.24% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,643 | $382.7K | 0.41% | −24−1.4% | Reduced |
| Surience Private Wealth LLC | 1,652 | $385.0K | 0.99% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 1,659 | $386.0K | 0.42% | −10,425−86.3% | Reduced |
| Stephens Investment Management Group LLC | 1,665 | $388.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 1,671 | $389.0K | 0.05% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 1,680 | $391.0K | 0.24% | +1,521+956.6% | Added |
| All Season Financial Advisors, Inc. | 1,682 | $392.0K | 0.43% | +77+4.8% | Added |
| HGK Asset Management Inc | 1,683 | $392.0K | 0.15% | +1,683 | New |
| Affinia Financial Group, LLC | 1,746 | $394.0K | 0.44% | −71−3.9% | Reduced |
| Laurel Wealth Planning LLC | 1,693 | $394.0K | 0.29% | −142−7.7% | Reduced |
| Karpus Management, Inc. | 1,700 | $396.0K | 0.01% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 1,700 | $396.0K | 0.44% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 1,706 | $397.0K | 0.24% | +17+1.0% | Added |
| Sanford Advisory Services, LLC | 1,711 | $398.0K | 0.11% | +119+7.5% | Added |
| RE Dickinson Investment Advisors, LLC | 1,722 | $401.0K | 0.33% | +41+2.4% | Added |
| Leo H. Evart, Inc. | 1,732 | $403.4K | 0.61% | +1+0.1% | Added |
| ForthRight Wealth Management, LLC | 1,738 | $405.0K | 0.24% | +375+27.5% | Added |
| Camelot Portfolios, LLC | 1,744 | $406.0K | 0.38% | −569−24.6% | Reduced |
| McCarthy Asset Management, Inc. | 1,744 | $406.0K | 0.32% | −58−3.2% | Reduced |
| Safeguard Financial, LLC | 1,743 | $406.0K | 0.38% | +1,743 | New |
| Penn Davis McFarland Inc | 1,749 | $407.0K | 0.08% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 1,752 | $408.0K | 0.20% | −100−5.4% | Reduced |
| Compton Financial Group, LLC | 1,775 | $413.0K | 0.19% | +1+0.1% | Added |
| Shapiro Capital Management LLC | 1,783 | $415.0K | 0.01% | +16+0.9% | Added |
| Morton Brown Family Wealth, LLC | 1,785 | $416.0K | 0.33% | −5−0.3% | Reduced |
| Hoese & Co LLP | 1,795 | $418.0K | 0.49% | +75+4.4% | Added |
| Weybosset Research & Management LLC | 1,800 | $419.0K | 0.18% | +100+5.9% | Added |
| Strategic Equity Management | 1,798 | $419.0K | 0.17% | +140+8.4% | Added |
| Archetype Wealth Partners | 1,809 | $421.0K | 0.13% | −1,355−42.8% | Reduced |
| Forbes Financial Planning, Inc. | 1,809 | $421.0K | 0.61% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 1,808 | $421.0K | 0.10% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 1,811 | $422.0K | 0.15% | −1−0.1% | Reduced |
| Jentner Corp | 1,817 | $423.0K | 0.34% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,816 | $423.0K | 0.00% | 00.0% | Unchanged |
| NFC Investments, LLC | 1,822 | $424.0K | 0.11% | −150−7.6% | Reduced |
| Cassia Capital Partners, LLC | 1,821 | $424.0K | 0.39% | −107−5.5% | Reduced |
| Geometric Wealth Advisors | 1,822 | $424.0K | 0.20% | +10+0.6% | Added |
| Enzi Wealth | 1,715 | $424.0K | 0.21% | +1,715 | New |
| Maripau Wealth Management LLC | 1,832 | $425.0K | 0.46% | +26+1.4% | Added |
| DHJJ Financial Advisors, Ltd. | 1,827 | $425.0K | 0.25% | −7−0.4% | Reduced |
| Merlin Capital LLC | 1,823 | $425.0K | 0.98% | 00.0% | Unchanged |
| Monolith Advisors | 1,831 | $427.0K | 0.48% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,835 | $427.4K | 0.17% | −190−9.4% | Reduced |
| TNF LLC | 1,866 | $428.0K | 0.22% | +103+5.8% | Added |
| Garrison Asset Management, LLC | 1,842 | $429.0K | 0.30% | 00.0% | Unchanged |
| Fort, L.P. | 1,849 | $431.0K | 0.54% | −1,145−38.2% | Reduced |
| Stonebridge Financial Planning Group, LLC | 1,849 | $431.0K | 0.30% | +582+45.9% | Added |
| O'Brien Wealth Partners LLC | 1,853 | $432.0K | 0.18% | −328−15.0% | Reduced |
| Retirement Group, LLC | 1,861 | $433.0K | 0.35% | −2,905−61.0% | Reduced |
| Brio Consultants, LLC | 1,752 | $433.0K | 0.09% | −969−35.6% | Reduced |
| Plotkin Financial Advisors, LLC | 1,863 | $433.9K | 0.44% | +502+36.9% | Added |
| Howard Capital Management Inc. | 1,863 | $434.0K | 0.13% | −305−14.1% | Reduced |
| Sara-Bay Financial | 1,865 | $434.0K | 0.24% | 00.0% | Unchanged |
| Presidio Capital Management, LLC | 1,866 | $435.0K | 0.47% | +6+0.3% | Added |
| AAFCPAs Wealth Management, LLC | 1,873 | $436.4K | 0.35% | +16+0.9% | Added |
| Tucker Asset Management LLC | 1,885 | $437.6K | 0.14% | +300+18.9% | Added |
| Cypress Financial Planning LLC | 1,888 | $440.0K | 0.31% | +36+1.9% | Added |
| KilterHowling LLC | 1,890 | $440.2K | 0.53% | −19−1.0% | Reduced |
| Juncture Wealth Strategies, LLC | 1,900 | $443.0K | 0.22% | +613+47.6% | Added |
| Hoya Capital Real Estate, LLC | 2,044 | $444.0K | 13.66% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 1,905 | $444.0K | 0.35% | +390+25.7% | Added |
| Banta Asset Management LP | 1,916 | $446.0K | 0.59% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,919 | $447.0K | 0.49% | −80−4.0% | Reduced |
| Antonetti Capital Management LLC | 1,930 | $449.0K | 0.52% | −30−1.5% | Reduced |
| HighMark Wealth Management LLC | 1,932 | $450.0K | 0.38% | +3+0.2% | Added |
| Cadent Capital Advisors, LLC | 1,929 | $450.0K | 0.27% | +1,929 | New |