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; 6,248 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 | 6,248 | $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 |
|---|---|---|---|---|---|
| Financial Advisors Network, Inc. | 3,585 | $835.0K | 0.25% | +103+3.0% | Added |
| Reston Wealth Management LLC | 3,603 | $839.0K | 0.50% | −1,238−25.6% | Reduced |
| Heritage Investment Group, Inc. | 3,602 | $839.0K | 0.52% | +80+2.3% | Added |
| Guardian Financial Partners, LLC | 3,612 | $841.0K | 0.97% | +58+1.6% | Added |
| Horst & Graben Wealth Management LLC | 3,621 | $843.0K | 0.24% | +55+1.5% | Added |
| Curran Financial Partners, LLC | 3,623 | $844.0K | 0.43% | +50+1.4% | Added |
| Pacific Center for Financial Services | 3,656 | $851.0K | 0.33% | +95+2.7% | Added |
| Willow Creek Wealth Management Inc. | 3,686 | $858.0K | 0.17% | +618+20.1% | Added |
| X-Square Capital, LLC | 3,686 | $859.0K | 0.55% | −260−6.6% | Reduced |
| Silver Oak Advisory Group, Inc. | 3,689 | $859.0K | 0.64% | −66−1.8% | Reduced |
| Bramshill Investments, LLC | 3,699 | $861.0K | 0.12% | −536−12.7% | Reduced |
| Paulson Wealth Management Inc. | 3,695 | $861.0K | 0.46% | +318+9.4% | Added |
| Matrix Private Capital Group LLC | 3,706 | $863.0K | 0.58% | −1,218−24.7% | Reduced |
| Planned Solutions, Inc. | 3,706 | $863.0K | 0.74% | 00.0% | Unchanged |
| Sentinel Pension Advisors Inc | 3,707 | $863.0K | 0.30% | +356+10.6% | Added |
| Avaii Wealth Management, LLC | 3,724 | $867.0K | 0.90% | +336+9.9% | Added |
| Boothe Investment Group, Inc. | 3,722 | $867.0K | 0.56% | +527+16.5% | Added |
| Conrad Siegel Investment Advisors, Inc. | 3,726 | $868.0K | 0.98% | −922−19.8% | Reduced |
| PYA Waltman Capital, LLC | 3,726 | $868.0K | 0.51% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 3,848 | $869.0K | 0.62% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 3,739 | $870.0K | 0.66% | +46+1.2% | Added |
| Financial Advisory Corp | 3,747 | $873.0K | 0.50% | +40+1.1% | Added |
| Gsa Capital Partners LLP | 3,747 | $873.0K | 0.12% | +3,747 | New |
| Adamsbrown Wealth Consultants LLC | 3,754 | $874.0K | 0.67% | −303−7.5% | Reduced |
| BEAM Asset Management, LLC | 3,762 | $876.0K | 0.98% | +211+5.9% | Added |
| Winslow Asset Management Inc | 3,769 | $878.0K | 0.23% | −150−3.8% | Reduced |
| Catalyst Private Wealth, LLC | 3,789 | $882.0K | 0.67% | +294+8.4% | Added |
| Mayfair Advisory Group, LLC | 3,689 | $888.0K | 1.25% | +89+2.5% | Added |
| SBB Research Group LLC | 3,816 | $889.0K | 1.26% | +8+0.2% | Added |
| Ackerman Capital Advisors, LLC | 3,828 | $892.0K | 0.25% | +3+0.1% | Added |
| Trinity Wealth Management, LLC | 3,835 | $893.0K | 0.72% | +127+3.4% | Added |
| Townsend & Associates, Inc | 3,907 | $894.0K | 0.41% | +2,446+167.4% | Added |
| Vista Private Wealth Partners. LLC | 3,721 | $896.0K | 0.50% | −7−0.2% | Reduced |
| Act Wealth Management, LLC | 3,852 | $897.0K | 0.64% | −118−3.0% | Reduced |
| Windsor Capital Management, LLC | 3,856 | $898.0K | 0.34% | −35−0.9% | Reduced |
| American Financial Advisors, LLC | 3,861 | $899.0K | 0.16% | −34−0.9% | Reduced |
| Cowa, LLC | 3,861 | $899.0K | 0.59% | +914+31.0% | Added |
| Conestoga Capital Advisors, LLC | 3,869 | $901.0K | 0.02% | 00.0% | Unchanged |
| Silphium Asset Management Ltd | 3,883 | $904.4K | 0.81% | 00.0% | Unchanged |
| Briggs Advisory Group, Inc. | 3,894 | $907.0K | 0.68% | +2+0.1% | Added |
| Range Financial Group LLC | 3,897 | $908.0K | 0.70% | +35+0.9% | Added |
| Sage Private Wealth Group, LLC | 3,907 | $910.0K | 1.20% | +59+1.5% | Added |
| Matrix Trust Co | 3,910 | $911.0K | 0.26% | +1,142+41.3% | Added |
| Virginia National Bank | 3,916 | $912.0K | 2.91% | −2,300−37.0% | Reduced |
| Systematic Financial Management LP | 3,920 | $913.0K | 0.03% | 00.0% | Unchanged |
| Windham Capital Management, LLC | 3,925 | $914.0K | 0.35% | +1,397+55.3% | Added |
| Greenhouse Wealth Management, LLC | 3,930 | $915.0K | 1.02% | −75−1.9% | Reduced |
| Smith & Howard Wealth Management, LLC | 3,933 | $916.0K | 0.39% | +305+8.4% | Added |
| Pettinga Financial Advisors, LLC | 3,936 | $917.0K | 0.32% | −81−2.0% | Reduced |
| Rise Advisors, LLC | 3,936 | $917.0K | 0.76% | +277+7.6% | Added |
| ArrowMark Colorado Holdings LLC | 3,970 | $925.0K | 0.01% | 00.0% | Unchanged |
| Georgetown University | 3,973 | $925.0K | 0.31% | +9+0.2% | Added |
| Innova Wealth Partners | 3,978 | $926.0K | 0.85% | +10+0.3% | Added |
| RS Crum Inc. | 3,982 | $927.0K | 0.49% | +6+0.2% | Added |
| Integrity Advisory, LLC | 3,980 | $927.0K | 0.86% | +580+17.1% | Added |
| HighVista Strategies LLC | 3,988 | $929.0K | 0.53% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 4,000 | $932.0K | 0.38% | 00.0% | Unchanged |
| Acute Investment Advisory, LLC | 4,000 | $932.0K | 0.67% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 4,004 | $932.0K | 0.15% | +250+6.7% | Added |
| Fiducient Advisors LLC | 4,010 | $934.0K | 0.44% | −6,876−63.2% | Reduced |
| Warren Street Wealth Advisors, LLC | 4,011 | $934.0K | 0.94% | +398+11.0% | Added |
| Private Management Group Inc | 4,014 | $934.8K | 0.04% | +228+6.0% | Added |
| NorthLanding Financial Partners, LLC | 4,020 | $936.0K | 0.74% | +4,020 | New |
| Colton Groome Financial Advisors, LLC | 4,029 | $938.0K | 0.48% | +1,589+65.1% | Added |
| Avenue 1 Advisors, LLC | 4,030 | $939.0K | 0.60% | +52+1.3% | Added |
| Diker Management LLC | 4,037 | $940.0K | 1.21% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 4,042 | $941.0K | 1.92% | 00.0% | Unchanged |
| Center For Asset Management LLC | 4,042 | $941.0K | 0.94% | +63+1.6% | Added |
| Marotta Asset Management | 5,257 | $944.9K | 0.25% | −413−7.3% | Reduced |
| Soditic Asset Management LLP | 4,065 | $947.0K | 1.18% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 4,068 | $947.0K | 0.79% | +133+3.4% | Added |
| Pin Oak Investment Advisors Inc | 4,072 | $948.0K | 1.19% | −265−6.1% | Reduced |
| Caerus Investment Advisors, LLC | 4,069 | $948.0K | 1.19% | +1,073+35.8% | Added |
| ETF Managers Group, LLC | 4,080 | $950.0K | 0.03% | −5,026−55.2% | Reduced |
| S. Muoio & Co. LLC | 4,077 | $950.0K | 1.25% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 4,172 | $951.0K | 0.07% | +697+20.1% | Added |
| Spectrum Planning & Advisory Services Inc. | 4,110 | $957.0K | 0.97% | 00.0% | Unchanged |
| New York Life Investments Alternatives | 4,112 | $958.0K | 0.96% | −440−9.7% | Reduced |
| Worth Asset Management, LLC | 4,119 | $959.0K | 0.70% | −273−6.2% | Reduced |
| CJM Wealth Advisers, Ltd. | 4,133 | $962.7K | 0.69% | +42+1.0% | Added |
| Fountainhead AM, LLC | 4,168 | $971.0K | 0.49% | −28−0.7% | Reduced |
| Oakwell Private Wealth Management, LLC | 4,169 | $971.0K | 0.54% | +82+2.0% | Added |
| Security Financial Services, INC. | 4,182 | $974.0K | 0.33% | −19−0.5% | Reduced |
| TLWM | 11,726 | $976.0K | 0.46% | +7,484+176.4% | Added |
| Grand Central Investment Group | 4,193 | $977.0K | 1.36% | −224−5.1% | Reduced |
| Pitti Group Wealth Management, LLC | 4,193 | $977.0K | 1.35% | −17−0.4% | Reduced |
| Ford Financial Group, LLC | 4,197 | $977.0K | 0.41% | +591+16.4% | Added |
| Concorde Asset Management, LLC | 4,243 | $977.0K | 1.09% | +2,023+91.1% | Added |
| Pasadena Private Wealth, LLC | 4,197 | $978.0K | 0.34% | +187+4.7% | Added |
| Koss-Olinger Consulting, LLC | 4,199 | $978.0K | 0.17% | +402+10.6% | Added |
| Covestor Ltd | 4,211 | $981.0K | 0.87% | −245−5.5% | Reduced |
| MAS Advisors LLC | 4,215 | $982.0K | 0.95% | +1,322+45.7% | Added |
| Crestone Asset Management LLC | 4,220 | $983.0K | 0.25% | −1,398−24.9% | Reduced |
| SFG Wealth Management, LLC. | 4,222 | $983.0K | 1.33% | −73−1.7% | Reduced |
| Peak Financial Management, Inc. | 4,219 | $983.0K | 0.41% | +212+5.3% | Added |
| Santori & Peters | 4,226 | $984.0K | 0.66% | +110+2.7% | Added |
| Coury Firm Asset Management LLC | 4,232 | $986.0K | 1.49% | +6+0.1% | Added |
| Inspirion Wealth Advisors, LLC | 4,238 | $987.0K | 0.22% | +58+1.4% | Added |
| Standard Family Office LLC | 4,239 | $987.0K | 0.43% | +4,239 | New |
| MBM Wealth Consultants, LLC | 4,102 | $988.0K | 0.48% | +1,189+40.8% | Added |