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 |
|---|---|---|---|---|---|
| Dakota Community Bank & Trust NA | 2,953 | $688.0K | 4.77% | +2,953 | New |
| Life Planning Partners, Inc | 2,967 | $691.0K | 0.79% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 2,971 | $692.0K | 0.17% | −25−0.8% | Reduced |
| Austin Asset Management Co Inc | 2,969 | $692.0K | 0.25% | +82+2.8% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 2,983 | $695.0K | 0.66% | +34+1.2% | Added |
| Taconic Capital Advisors LP | 3,000 | $699.0K | 0.02% | −2,200−42.3% | Reduced |
| Ascendant Capital Management, LLC | 3,000 | $699.0K | 2.92% | −1,800−37.5% | Reduced |
| P.A.W. Capital Corp | 3,000 | $699.0K | 1.05% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 3,000 | $699.0K | 0.95% | +30+1.0% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,027 | $705.0K | 0.21% | −81−2.6% | Reduced |
| Lauterbach Financial Advisors, LLC | 3,031 | $706.0K | 0.72% | +141+4.9% | Added |
| Braun-Bostich & Associates Inc. | 3,035 | $707.0K | 2.16% | −1,514−33.3% | Reduced |
| Odey Holdings Ltd | 3,036 | $707.0K | 6.76% | −1,200−28.3% | Reduced |
| Seneca Financial Advisors LLC | 3,050 | $710.3K | 0.51% | +16+0.5% | Added |
| Axiom Investment Management LLC | 3,063 | $712.0K | 1.42% | +2+0.1% | Added |
| Oberweis Asset Management Inc | 3,055 | $712.0K | 0.17% | 00.0% | Unchanged |
| Saiph Capital, LLC | 3,070 | $715.0K | 0.56% | −57−1.8% | Reduced |
| Bernardo Wealth Planning LLC | 2,964 | $717.0K | 0.41% | +236+8.7% | Added |
| Financial Management Professionals, Inc. | 3,090 | $720.0K | 0.16% | −1,393−31.1% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,092 | $720.0K | 0.20% | +363+13.3% | Added |
| Ambassador Advisors, LLC | 3,110 | $725.0K | 0.17% | −8−0.3% | Reduced |
| Birmingham Capital Management Co Inc | 3,111 | $725.0K | 0.32% | +602+24.0% | Added |
| Long Road Investment Counsel, LLC | 3,117 | $726.0K | 0.40% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,120 | $727.0K | 0.25% | +16+0.5% | Added |
| Next Capital Management LLC | 3,120 | $727.0K | 0.55% | +302+10.7% | Added |
| Nikko Asset Management Americas, Inc. | 3,106 | $729.0K | 0.01% | −263−7.8% | Reduced |
| Aspire Wealth Management Corp | 3,131 | $729.0K | 0.69% | −78−2.4% | Reduced |
| Kelly Financial Services LLC | 3,135 | $730.0K | 0.43% | +72+2.4% | Added |
| FSC Wealth Advisors, LLC | 3,142 | $732.0K | 7.05% | +136+4.5% | Added |
| Hanlon Investment Management, Inc. | 3,163 | $737.0K | 0.28% | +242+8.3% | Added |
| McClarren Financial Advisors, Inc. | 3,164 | $737.0K | 0.73% | +1,673+112.2% | Added |
| Round Rock Advisors, LLC | 3,168 | $738.0K | 0.33% | −110−3.4% | Reduced |
| Ameraudi Asset Management, Inc. | 3,180 | $740.0K | 0.33% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 3,184 | $742.0K | 0.19% | 00.0% | Unchanged |
| Awm Capital, LLC | 3,081 | $745.0K | 0.25% | +1,517+97.0% | Added |
| Pachira Investments Inc. | 3,204 | $746.0K | 3.32% | +373+13.2% | Added |
| Essential Planning, LLC. | 3,203 | $746.0K | 4.31% | +3,203 | New |
| Proquility Private Wealth Partners, LLC | 3,207 | $747.0K | 0.34% | +52+1.6% | Added |
| Morgan Jess S & Co Inc | 3,212 | $748.0K | 0.65% | +150+4.9% | Added |
| Fox Run Management, L.L.C. | 3,216 | $749.0K | 0.29% | +3,216 | New |
| Thrive Capital Management, LLC | 3,236 | $754.0K | 0.51% | −13−0.4% | Reduced |
| Von Berge Wealth Management Group, LLC | 3,289 | $754.0K | 0.80% | 00.0% | Unchanged |
| Planning Directions Inc | 3,237 | $754.0K | 0.61% | +116+3.7% | Added |
| Cadence Bank NA | 3,239 | $755.0K | 4.69% | −44,961−93.3% | Reduced |
| Ferguson Shapiro LLC | 3,241 | $755.0K | 0.45% | +49+1.5% | Added |
| Blossom Wealth Management | 3,256 | $758.0K | 4.26% | +10+0.3% | Added |
| Fenimore Asset Management Inc | 3,261 | $759.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3,265 | $760.0K | 0.25% | −18−0.5% | Reduced |
| EMC Capital Management | 3,159 | $763.0K | 0.71% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 3,289 | $766.0K | 0.35% | −36−1.1% | Reduced |
| Cairn Investment Group, Inc. | 3,299 | $768.0K | 0.64% | −201−5.7% | Reduced |
| Palladiem, LLC | 3,299 | $768.0K | 0.81% | −19−0.6% | Reduced |
| Shelton Wealth Management, LLC | 3,303 | $769.0K | 0.68% | +3+0.1% | Added |
| Riverstone Advisors, LLC | 3,302 | $769.0K | 0.50% | +359+12.2% | Added |
| Brickley Wealth Management | 3,315 | $772.0K | 0.25% | −1,382−29.4% | Reduced |
| Ategra Capital Management, LLC | 3,317 | $772.5K | 0.41% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 3,335 | $777.0K | 0.31% | −309−8.5% | Reduced |
| Strategic Financial Partners, Ltd. | 3,336 | $777.0K | 0.49% | −25−0.7% | Reduced |
| Lebenthal Global Advisors, LLC | 3,347 | $779.0K | 0.36% | −853−20.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,344 | $779.0K | 0.08% | +3,344 | New |
| Ergoteles LLC | 3,350 | $780.0K | 0.03% | −29,150−89.7% | Reduced |
| EdgeRock Capital LLC | 3,354 | $781.0K | 0.44% | +316+10.4% | Added |
| Epic Trust Investment Advisors, LLC | 3,352 | $781.0K | 1.08% | +1,341+66.7% | Added |
| Mach-1 Financial Group, Inc. | 3,359 | $782.0K | 0.82% | −11−0.3% | Reduced |
| Portfolio Strategies, Inc. | 3,363 | $783.0K | 0.21% | −40−1.2% | Reduced |
| Yarger Wealth Strategies, LLC | 3,365 | $784.0K | 1.04% | +8+0.2% | Added |
| Welch Capital Partners LLC | 3,380 | $787.0K | 0.26% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 3,392 | $790.0K | 0.15% | +594+21.2% | Added |
| Gould Capital, LLC | 3,397 | $791.0K | 0.68% | −170−4.8% | Reduced |
| WR Wealth Planners, LLC | 3,397 | $791.1K | 0.56% | +162+5.0% | Added |
| Chiron Capital Management, LLC | 3,422 | $797.0K | 0.54% | +32+0.9% | Added |
| Sage Investment Advisers LLC | 3,428 | $798.0K | 1.26% | +422+14.0% | Added |
| Newman & Schimel, LLC | 3,434 | $800.0K | 0.40% | +275+8.7% | Added |
| Camarda Financial Advisors, LLC | 3,436 | $800.0K | 0.94% | +570+19.9% | Added |
| Omega Financial Group, LLC | 3,442 | $802.0K | 0.41% | +150+4.6% | Added |
| Towerpoint Wealth, LLC | 3,447 | $803.0K | 0.48% | +52+1.5% | Added |
| Rainsberger Wealth Advisors, Inc. | 3,458 | $805.0K | 0.55% | +207+6.4% | Added |
| Peterson Wealth Management | 3,465 | $807.0K | 0.75% | +599+20.9% | Added |
| ACT Advisors, LLC. | 3,469 | $808.0K | 0.56% | −17−0.5% | Reduced |
| Wade Financial Advisory, Inc | 3,475 | $809.0K | 0.41% | +725+26.4% | Added |
| Johnson & White Wealth Management, LLC | 3,476 | $810.0K | 0.91% | +3,476 | New |
| Earnest Partners LLC | 3,482 | $811.0K | 0.01% | 00.0% | Unchanged |
| One Day In July LLC | 3,481 | $811.0K | 0.19% | +983+39.4% | Added |
| TD Ameritrade Investment Management, LLC | 3,489 | $812.0K | 0.01% | −628−15.3% | Reduced |
| Lockerman Financial Group, Inc. | 3,485 | $812.0K | 2.34% | +261+8.1% | Added |
| Raffa Wealth Management, LLC | 3,490 | $812.9K | 0.36% | −64−1.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 3,492 | $813.0K | 0.82% | 00.0% | Unchanged |
| Sentinus, LLC | 3,407 | $814.0K | 0.51% | +3,407 | New |
| Colorado Capital Management, Inc. | 3,502 | $815.0K | 0.70% | 00.0% | Unchanged |
| Springs Capital (Hong Kong) Ltd | 3,500 | $815.0K | 1.35% | +3,500 | New |
| Resource Consulting Group Inc | 3,513 | $818.0K | 0.23% | +1,002+39.9% | Added |
| Annapolis Financial Services, LLC | 3,518 | $819.0K | 0.30% | +322+10.1% | Added |
| Howard Wealth Management, LLC | 3,523 | $820.0K | 0.58% | +2,013+133.3% | Added |
| Financial Guidance Group, Inc. | 3,535 | $823.0K | 0.66% | −30−0.8% | Reduced |
| Sym Financial Corp | 3,558 | $829.0K | 0.40% | +185+5.5% | Added |
| Capital Wealth Alliance, LLC | 3,565 | $830.0K | 0.69% | −63−1.7% | Reduced |
| Heck Capital Advisors, LLC | 3,570 | $831.5K | 0.17% | +60+1.7% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 3,578 | $833.0K | 0.06% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 3,577 | $833.0K | 1.52% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 3,585 | $835.0K | 0.37% | +50+1.4% | Added |