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 |
|---|---|---|---|---|---|
| Seven Post Investment Office LP | 1,937 | $451.0K | 0.18% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 1,940 | $452.0K | 0.32% | +150+8.4% | Added |
| Tobam | 1,946 | $453.0K | 0.03% | −220−10.2% | Reduced |
| Mma Asset Management LLC | 1,947 | $453.0K | 0.39% | +726+59.5% | Added |
| Treynor Bancshares, Inc. | 1,957 | $456.0K | 0.34% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 1,963 | $457.0K | 0.19% | −181−8.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,968 | $458.0K | 0.21% | −763−27.9% | Reduced |
| Defender Capital, LLC. | 1,965 | $458.0K | 0.18% | −120−5.8% | Reduced |
| Resource Planning Group | 1,971 | $459.0K | 0.40% | +1+0.1% | Added |
| Kraematon Investment Advisors, Inc | 1,975 | $460.0K | 0.59% | +1+0.1% | Added |
| Burrus Financial Services, Inc. | 1,991 | $463.8K | 0.29% | +5+0.3% | Added |
| Ameliora Wealth Management Ltd. | 2,060 | $465.0K | 0.25% | +1,595+343.0% | Added |
| Southport Management, L.L.C. | 2,000 | $465.8K | 2.27% | +2,000 | New |
| Harvest Investment Services, LLC | 2,029 | $472.0K | 0.58% | −10−0.5% | Reduced |
| Seaport Global Advisors, LLC | 2,025 | $472.0K | 1.92% | +265+15.1% | Added |
| Carl Stuart Investment Advisor, Inc | 1,897 | $473.0K | 0.42% | 00.0% | Unchanged |
| Botty Investors LLC | 2,036 | $474.0K | 0.19% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 2,034 | $474.0K | 0.18% | +61+3.1% | Added |
| Libra Wealth LLC | 2,035 | $474.0K | 0.31% | +1,198+143.1% | Added |
| Johnson Financial Group, LLC | 2,043 | $476.0K | 0.07% | −174−7.8% | Reduced |
| ESG Planning | 2,208 | $477.0K | 0.49% | −48−2.1% | Reduced |
| LVZ Advisors, Inc. | 2,048 | $477.0K | 0.08% | +449+28.1% | Added |
| Etfidea, LLC | 2,050 | $477.4K | 0.25% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 2,053 | $478.0K | 0.17% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 2,056 | $479.0K | 0.31% | +23+1.1% | Added |
| Coco Enterprises, LLC | 2,040 | $481.0K | 0.43% | −11−0.5% | Reduced |
| ML & R Wealth Management LLC | 2,075 | $483.0K | 0.16% | +229+12.4% | Added |
| Trilogy Capital Inc. | 2,076 | $483.0K | 0.04% | +273+15.1% | Added |
| Donald L. Hagan, LLC | 2,081 | $485.0K | 0.34% | −400−16.1% | Reduced |
| Boston Standard Wealth Management, LLC | 2,088 | $486.0K | 0.16% | 00.0% | Unchanged |
| Epiq Partners, LLC | 2,090 | $487.0K | 0.30% | +200+10.6% | Added |
| Vance Wealth, Inc. | 2,094 | $488.0K | 0.38% | +340+19.4% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 2,100 | $489.0K | 0.78% | −2,532−54.7% | Reduced |
| Ballew Advisors, Inc | 2,135 | $489.0K | 0.44% | +52+2.5% | Added |
| DB Wealth Management Group, LLC | 2,109 | $491.0K | 0.35% | −4−0.2% | Reduced |
| Conservest Capital Advisors, Inc. | – | $492.0K | 0.07% | – | – |
| Keystone Financial Services | 2,179 | $494.0K | 0.29% | +2,179 | New |
| Jackson Thornton Asset Management, LLC | 2,124 | $495.0K | 0.13% | −653−23.5% | Reduced |
| National Wealth Management Group, LLC | 2,128 | $495.6K | 0.64% | +768+56.5% | Added |
| Raymond James Trust Co. of NH | 2,136 | $497.0K | 4.36% | +115+5.7% | Added |
| Monumental Financial Group Inc. | 2,140 | $498.0K | 0.47% | +473+28.4% | Added |
| Phillips Financial Management, LLC | 2,140 | $498.0K | 0.05% | +2,140 | New |
| Carmel Capital Management L.L.C. | 2,144 | $499.0K | 0.33% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 2,151 | $501.0K | 0.29% | +791+58.2% | Added |
| Pictet Bank & Trust Ltd | 2,159 | $502.8K | 0.64% | −3,621−62.6% | Reduced |
| Biechele Royce Advisors | 2,176 | $506.0K | 0.24% | +235+12.1% | Added |
| Weil Company, Inc. | 2,172 | $506.0K | 0.31% | +1,078+98.5% | Added |
| JMG Financial Group, Ltd. | 2,183 | $508.0K | 0.03% | +200+10.1% | Added |
| Stone Asset Management Inc. | 2,180 | $508.0K | 0.33% | +670+44.4% | Added |
| Columbus Macro, LLC | 2,185 | $509.0K | 0.21% | −33−1.5% | Reduced |
| Fortis Advisors, LLC | 2,189 | $510.0K | 0.36% | −142−6.1% | Reduced |
| Prairiewood Capital, LLC | 2,195 | $511.0K | 0.42% | −10.0% | Reduced |
| Smart Money Group LLC | 2,193 | $511.0K | 0.35% | +104+5.0% | Added |
| High Pines Wealth Management, LLC | 2,208 | $514.0K | 0.98% | +785+55.2% | Added |
| Horrell Capital Management, Inc. | 2,210 | $515.0K | 0.19% | 00.0% | Unchanged |
| Ascension Capital Advisors, Inc. | 2,216 | $516.0K | 0.56% | +49+2.3% | Added |
| Total Investment Management Inc | 2,219 | $517.0K | 0.10% | −304−12.0% | Reduced |
| Poplar Forest Capital LLC | 2,222 | $518.0K | 0.07% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2,229 | $519.0K | 0.16% | +213+10.6% | Added |
| Ratio Wealth Group | 2,232 | $519.8K | 0.17% | −91−3.9% | Reduced |
| Benedetti & Gucer, Inc. | 2,233 | $520.0K | 0.41% | −186−7.7% | Reduced |
| SWS Partners | 2,236 | $521.0K | 0.24% | +5+0.2% | Added |
| Narus Financial Partners, LLC | 2,237 | $521.0K | 0.33% | −57−2.5% | Reduced |
| Wealthcare Capital Management LLC | 2,242 | $522.0K | 0.07% | −10.0% | Reduced |
| Fiduciary Planning LLC | 2,244 | $523.0K | 0.27% | −411−15.5% | Reduced |
| Hall Private Wealth Advisors | 2,244 | $523.0K | 0.30% | +500+28.7% | Added |
| Coyle Financial Counsel LLC | 2,266 | $528.0K | 0.35% | +34+1.5% | Added |
| Hershey Trust Co | 2,272 | $529.0K | 0.00% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 2,275 | $530.0K | 0.27% | +135+6.3% | Added |
| Comprehensive Wealth Management, LLC | 2,283 | $531.8K | 0.54% | +86+3.9% | Added |
| Corrado Advisors, LLC | 2,288 | $533.0K | 0.43% | +348+17.9% | Added |
| Baron Financial Group, LLC | 2,297 | $535.0K | 0.36% | +110+5.0% | Added |
| Redmont Wealth Advisors LLC | 2,300 | $536.0K | 0.70% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 2,310 | $538.0K | 0.01% | −1,319−36.3% | Reduced |
| Fortune 45 LLC | 2,309 | $538.0K | 0.62% | −11−0.5% | Reduced |
| Future Financial Wealth Managment LLC | 2,110 | $542.0K | 0.63% | +37+1.8% | Added |
| Vienna Asset Management LLC | 2,332 | $543.0K | 1.51% | +355+18.0% | Added |
| Arnhold LLC | 2,350 | $547.0K | 0.07% | −150−6.0% | Reduced |
| Carmel Capital Partners, LLC | 2,351 | $547.0K | 0.53% | +30+1.3% | Added |
| Winton Group Ltd | 2,356 | $549.0K | 0.04% | −715−23.3% | Reduced |
| BlueSky Wealth Advisors, LLC | 2,358 | $549.0K | 0.13% | +668+39.5% | Added |
| Lloyd Advisory Services, LLC. | 2,358 | $550.0K | 0.40% | −656−21.8% | Reduced |
| Insight 2811, Inc. | 2,361 | $550.0K | 0.37% | +608+34.7% | Added |
| Grand Wealth Management, LLC | 2,364 | $551.0K | 0.29% | +26+1.1% | Added |
| Planning Center, Inc. | 2,449 | $552.0K | 0.44% | −103−4.0% | Reduced |
| USAdvisors Wealth Management, LLC | 2,376 | $553.0K | 0.28% | +34+1.5% | Added |
| Petix & Botte Co | 2,380 | $554.0K | 0.42% | +26+1.1% | Added |
| Martin Investment Management, LLC | 2,381 | $555.0K | 0.19% | 00.0% | Unchanged |
| ETF Store, Inc. | 2,385 | $555.0K | 0.48% | +149+6.7% | Added |
| Heartwood Wealth Advisors LLC | 2,389 | $556.0K | 0.10% | −1,115−31.8% | Reduced |
| Marathon Trading Investment Management LLC | 2,390 | $557.0K | 0.37% | −143−5.6% | Reduced |
| Horizon Family Wealth, Inc. | 2,398 | $559.0K | 0.68% | +16+0.7% | Added |
| ESL Trust Services, LLC | 2,409 | $561.0K | 0.21% | −524−17.9% | Reduced |
| Opus Capital Group, LLC | 2,428 | $565.0K | 0.12% | −349−12.6% | Reduced |
| Avion Wealth | 2,428 | $565.0K | 0.18% | −96−3.8% | Reduced |
| Endowment Wealth Management, Inc. | 2,442 | $569.0K | 0.69% | −75−3.0% | Reduced |
| Intrepid Capital Management Inc | 2,445 | $569.0K | 0.46% | +448+22.4% | Added |
| Sageworth Trust Co | 2,450 | $571.0K | 0.05% | −1,656−40.3% | Reduced |
| Covey Capital Advisors, LLC | 2,450 | $571.0K | 0.97% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 2,453 | $571.0K | 0.59% | +229+10.3% | Added |