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 |
|---|---|---|---|---|---|
| Continental Investors Services, Inc. | 2,465 | $574.0K | 1.72% | +10.0% | Added |
| Oldfather Financial Services, LLC | 2,475 | $576.0K | 0.36% | +35+1.4% | Added |
| Morling Financial Advisors, LLC | 2,475 | $576.0K | 0.78% | 00.0% | Unchanged |
| Gouws Capital LLC | 2,491 | $580.0K | 0.58% | −55−2.2% | Reduced |
| Element Wealth, LLC | 2,497 | $582.0K | 0.54% | +86+3.6% | Added |
| Hartford Funds Management Co LLC | 2,499 | $582.0K | 0.07% | +740+42.1% | Added |
| Keb Asset Management, LLC | 2,512 | $585.0K | 0.37% | +545+27.7% | Added |
| V2 Financial group LLC | 2,514 | $585.5K | 0.51% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 2,514 | $586.0K | 0.38% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 2,514 | $586.0K | 0.46% | +276+12.3% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 2,529 | $589.0K | 0.28% | +4+0.2% | Added |
| Whelan Financial | 2,528 | $589.0K | 0.41% | +359+16.6% | Added |
| West Financial Advisors, LLC | 2,533 | $590.0K | 0.18% | −17−0.7% | Reduced |
| Aufman Associates Inc | 2,533 | $590.0K | 0.62% | +10.0% | Added |
| Stegent Equity Advisors, Inc. | 2,545 | $593.0K | 0.89% | −162−6.0% | Reduced |
| Quaker Wealth Management, LLC | 2,551 | $594.0K | 0.31% | −947−27.1% | Reduced |
| RGT Wealth Advisors, LLC | 2,554 | $595.0K | 0.09% | −573−18.3% | Reduced |
| Mason Investment Advisory Services, Inc. | 2,555 | $595.1K | 0.07% | +496+24.1% | Added |
| Graham Capital Wealth Management, LLC | 2,559 | $596.0K | 0.71% | +26+1.0% | Added |
| Francis Financial, Inc. | 2,558 | $596.0K | 0.61% | +162+6.8% | Added |
| Virtus ETF Advisers LLC | 2,566 | $598.0K | 0.24% | −113−4.2% | Reduced |
| Gibson Capital, LLC | 2,564 | $598.0K | 0.19% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 2,569 | $598.0K | 0.59% | +174+7.3% | Added |
| Options Solutions, LLC | 2,573 | $599.0K | 0.93% | −1,284−33.3% | Reduced |
| Insight Folios Inc | 2,578 | $601.0K | 0.31% | −512−16.6% | Reduced |
| Powell Investment Advisors, LLC | 2,580 | $601.0K | 0.39% | +10.0% | Added |
| FIDELIS iM, LLC | 2,578 | $601.0K | 0.42% | +3+0.1% | Added |
| Financial Connections Group, Inc. | 2,588 | $602.0K | 0.51% | −1,129−30.4% | Reduced |
| Better Money Decisions, LLC | 2,585 | $602.0K | 0.59% | +96+3.9% | Added |
| Peregrine Asset Advisers, Inc. | 2,593 | $604.0K | 0.72% | −46−1.7% | Reduced |
| Holland Advisory Services, Inc. | 2,594 | $604.0K | 0.75% | −2−0.1% | Reduced |
| Marshall Financial Group Inc | 2,592 | $604.0K | 0.29% | +73+2.9% | Added |
| Retirement Guys Formula LLC | 2,597 | $605.0K | 0.64% | +96+3.8% | Added |
| Glaxis Capital Management, LLC | 2,600 | $606.0K | 8.76% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 2,601 | $606.0K | 0.08% | +2,601 | New |
| Ogorek Anthony Joseph | 2,608 | $607.0K | 0.29% | +20+0.8% | Added |
| Private Wealth Strategies, L.L.C. | 2,623 | $610.0K | 0.18% | −1,966−42.8% | Reduced |
| Capitol Family Office, Inc. | 2,623 | $611.0K | 0.92% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 2,636 | $614.0K | 0.62% | −76−2.8% | Reduced |
| Sequent Asset Management, LLC | 2,637 | $614.0K | 0.46% | +40+1.5% | Added |
| Richwood Investment Advisors, LLC | 2,641 | $615.0K | 0.67% | −130−4.7% | Reduced |
| Warner Financial, Inc | 2,651 | $617.0K | 0.50% | 00.0% | Unchanged |
| HC Advisors, LLC | 2,648 | $617.0K | 0.42% | 00.0% | Unchanged |
| James Reed Financial Services, Inc. | 2,653 | $617.0K | 0.92% | +166+6.7% | Added |
| CenterStar Asset Management, LLC | – | $618.0K | 1.08% | – | – |
| Parkside Investments, LLC | 2,654 | $618.0K | 0.13% | −2,523−48.7% | Reduced |
| Rinkey Investments | 2,501 | $618.0K | 0.47% | +1,119+81.0% | Added |
| Stuart Chaussee & Associates, Inc. | 2,656 | $619.0K | 1.44% | −136−4.9% | Reduced |
| jvl associates llc | 2,671 | $622.0K | 0.38% | −257−8.8% | Reduced |
| Sutton Place Investors LLC | 2,685 | $625.0K | 0.95% | −231−7.9% | Reduced |
| O'Dell Group, LLC | 2,690 | $626.0K | 0.23% | −4−0.1% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 2,700 | $629.0K | 0.54% | −1,800−40.0% | Reduced |
| Wilkins Investment Counsel Inc | 2,700 | $629.0K | 0.18% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2,700 | $629.0K | 1.33% | +1,037+62.4% | Added |
| Charles Schwab Investment Advisory, Inc. | 2,705 | $630.0K | 0.00% | −433−13.8% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 2,704 | $630.0K | 0.79% | −99−3.5% | Reduced |
| Bellwether Advisors, LLC | 2,715 | $632.0K | 0.21% | +374+16.0% | Added |
| Tower Wealth Partners, Inc. | 2,728 | $633.0K | 0.60% | +277+11.3% | Added |
| Integral Investment Advisors, Inc. | 2,721 | $634.0K | 0.52% | −97−3.4% | Reduced |
| Asset Planning Corporation | 2,729 | $636.0K | 0.60% | +276+11.3% | Added |
| McNaughton Wealth Management, LLC | 2,754 | $641.0K | 0.47% | −467−14.5% | Reduced |
| Collaborative Wealth Managment Inc. | 2,752 | $641.0K | 0.45% | +11+0.4% | Added |
| Vantage Consulting Group Inc | 2,751 | $641.0K | 0.37% | +58+2.2% | Added |
| Syntax Advisors, LLC | 2,751 | $641.0K | 0.55% | +58+2.2% | Added |
| Client 1st Advisory Group, LLC | 2,756 | $642.0K | 0.40% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 2,760 | $643.0K | 0.32% | −394−12.5% | Reduced |
| Monograph Wealth Advisors, LLC | 2,762 | $643.0K | 0.21% | +4+0.1% | Added |
| Eclectic Associates Inc | 2,761 | $643.0K | 0.42% | +16+0.6% | Added |
| West Chester Capital Advisors, Inc | 2,766 | $644.0K | 1.42% | −32−1.1% | Reduced |
| Fure Financial Corp | 2,768 | $645.0K | 0.53% | +2+0.1% | Added |
| Sightline Wealth Advisors, LLC | 2,688 | $647.0K | 0.76% | +2+0.1% | Added |
| Steward Financial Group LLC | 2,779 | $647.0K | 0.48% | +439+18.8% | Added |
| ODonnell Financial Services, LLC | 2,782 | $648.0K | 2.26% | −99−3.4% | Reduced |
| Intelligence Driven Advisers, LLC | 2,630 | $649.0K | 0.13% | −199−7.0% | Reduced |
| Cook Wealth Management Group LLC | 2,863 | $649.0K | 0.71% | +176+6.6% | Added |
| Hunter Perkins Capital Management, LLC | 2,790 | $650.0K | 0.16% | −300−9.7% | Reduced |
| Ironsides Asset Advisors, LLC | 2,795 | $651.0K | 0.29% | −555−16.6% | Reduced |
| IVC Wealth Advisors LLC | 2,796 | $651.0K | 0.52% | +15+0.5% | Added |
| Harrison & Co Wealth Management, LLC | 2,798 | $652.0K | 0.69% | −367−11.6% | Reduced |
| Sterling Financial Planning, Inc. | 2,807 | $654.0K | 0.46% | −20−0.7% | Reduced |
| Hofer & Associates. Inc | 2,813 | $655.0K | 0.70% | +140+5.2% | Added |
| G2 Capital Management, LLC | 2,816 | $656.0K | 0.30% | −263−8.5% | Reduced |
| HFG Advisors, Inc. | 2,817 | $656.0K | 0.91% | +314+12.5% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,838 | $661.0K | 0.22% | +217+8.3% | Added |
| Orin Green Financial, LLC | 2,853 | $666.0K | 0.43% | +65+2.3% | Added |
| Wealthstar Advisors, LLC | 2,879 | $668.0K | 0.32% | +50+1.8% | Added |
| Wick Capital Partners, LLC | 2,885 | $672.0K | 0.43% | +10.0% | Added |
| Lowe Wealth Advisors, LLC | 2,886 | $672.0K | 0.40% | +65+2.3% | Added |
| Kelman-Lazarov, Inc. | 2,885 | $672.0K | 0.23% | +440+18.0% | Added |
| McMorgan & Co LLC | 2,888 | $673.0K | 0.16% | −30−1.0% | Reduced |
| Defined Wealth Management, LLC | 2,895 | $674.0K | 0.73% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 2,899 | $675.0K | 0.35% | −292−9.2% | Reduced |
| NSI Retail Advisors, LLC | 2,902 | $676.0K | 0.21% | −300−9.4% | Reduced |
| Lee Financial Group Hawaii, Inc. | 2,902 | $676.0K | 0.67% | −153−5.0% | Reduced |
| Seascape Capital Management | 2,908 | $677.0K | 0.46% | +858+41.9% | Added |
| Marquette Asset Management, LLC | 2,914 | $679.0K | 0.21% | −21−0.7% | Reduced |
| Archvest Wealth Advisors, Inc. | 2,924 | $681.0K | 0.70% | +452+18.3% | Added |
| Stordahl Capital Management, Inc. | 2,933 | $683.0K | 0.25% | −656−18.3% | Reduced |
| Ground Swell Capital, LLC | 2,944 | $686.0K | 1.95% | +567+23.9% | Added |
| Ninepoint Partners LP | 2,951 | $687.0K | 0.12% | +75+2.6% | Added |