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 |
|---|---|---|---|---|---|
| Planning Alternatives Ltd | 4,257 | $991.0K | 0.21% | −481−10.2% | Reduced |
| Independent Family Office, LLC | 4,254 | $991.0K | 0.49% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 4,256 | $991.0K | 0.23% | +4,256 | New |
| TriaGen Wealth Management LLC | 4,267 | $994.0K | 0.55% | −41−1.0% | Reduced |
| BCGM Wealth Management, LLC | 4,539 | $999.0K | 0.50% | +448+11.0% | Added |
| Falcon Wealth Planning | 4,287 | $999.0K | 0.33% | +272+6.8% | Added |
| Paragon Wealth Strategies, LLC | 4,293 | $1.00M | 0.98% | −581−11.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 4,293 | $1.00M | 0.74% | +119+2.9% | Added |
| Tacita Capital Inc | 4,296 | $1.00M | 0.78% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4,297 | $1.00M | 1.48% | +40+0.9% | Added |
| BetterWealth, LLC | 4,299 | $1.00M | 0.51% | +519+13.7% | Added |
| Wealth Management Solutions, LLC | 4,314 | $1.00M | 0.59% | +6+0.1% | Added |
| Quantitative Investment Management, LLC | 4,353 | $1.01M | 0.17% | +4,353 | New |
| Capital Square, LLC | 4,360 | $1.01M | 0.92% | +19+0.4% | Added |
| Valtinson Bruner Financial Planning LLC | 4,356 | $1.01M | 0.63% | +131+3.1% | Added |
| Investmark Advisory Group LLC | 4,367 | $1.02M | 0.91% | +1,222+38.9% | Added |
| Alliance Wealth Management Group | 4,380 | $1.02M | 0.40% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 4,380 | $1.02M | 0.28% | +481+12.3% | Added |
| Abound Wealth Management | 4,382 | $1.02M | 0.55% | +579+15.2% | Added |
| Bridge Advisory, LLC | 4,386 | $1.02M | 0.50% | +208+5.0% | Added |
| Capital Impact Advisors, LLC | 4,393 | $1.02M | 1.02% | −1,460−24.9% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 4,400 | $1.02M | 2.08% | +979+28.6% | Added |
| Community Bank of Raymore | 4,407 | $1.03M | 0.35% | +1,000+29.4% | Added |
| Dougherty Wealth Advisers LLC | 4,412 | $1.03M | 2.03% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 4,420 | $1.03M | 0.59% | −103−2.3% | Reduced |
| Dentgroup LLC | 4,569 | $1.03M | 1.04% | +1,591+53.4% | Added |
| Trinity Financial Advisors LLC | 4,430 | $1.03M | 0.75% | +4,430 | New |
| Arlington Financial Advisors, LLC | 4,440 | $1.03M | 0.53% | −51−1.1% | Reduced |
| Holistic Financial Partners | 4,439 | $1.03M | 1.02% | +150+3.5% | Added |
| Selective Wealth Management, Inc. | 4,443 | $1.03M | 0.44% | −1,422−24.2% | Reduced |
| Karani Asset Management LLC | 4,445 | $1.03M | 1.05% | −285−6.0% | Reduced |
| FSA Wealth Management LLC | 4,445 | $1.03M | 0.72% | +4,445 | New |
| Silicon Hills Wealth Management, LLC | 4,449 | $1.04M | 0.82% | +113+2.6% | Added |
| Lansing Street Advisors | 4,463 | $1.04M | 0.80% | +8+0.2% | Added |
| Bridgefront Capital, LLC | 4,468 | $1.04M | 1.07% | +2,805+168.7% | Added |
| Pacific Sun Financial Corp | 4,486 | $1.04M | 0.73% | −202−4.3% | Reduced |
| Asset Allocation & Management Company, LLC | 4,502 | $1.05M | 0.46% | +20.0% | Added |
| Hill Island Financial LLC | 4,528 | $1.05M | 0.49% | +126+2.9% | Added |
| Cottonwood Capital Advisors, LLC | 4,551 | $1.06M | 1.01% | +572+14.4% | Added |
| Ritter Daniher Financial Advisory LLC | 4,557 | $1.06M | 0.76% | +51+1.1% | Added |
| Artemis Wealth Advisors, LLC | 4,556 | $1.06M | 0.28% | +4,335+1,961.5% | Added |
| Stephens Consulting, LLC | 4,556 | $1.06M | 0.95% | +18+0.4% | Added |
| Peterson Wealth Advisors, LLC | 4,568 | $1.06M | 0.36% | −54−1.2% | Reduced |
| St. James Investment Advisors, LLC | 4,573 | $1.06M | 2.33% | −268−5.5% | Reduced |
| Caas Capital Management LP | 4,578 | $1.07M | 0.14% | +1,039+29.4% | Added |
| Fingerlakes Wealth Management, Inc. | 4,587 | $1.07M | 1.56% | −123−2.6% | Reduced |
| Driehaus Capital Management LLC | 4,592 | $1.07M | 0.02% | −300−6.1% | Reduced |
| Peterson Wealth Services | 4,610 | $1.07M | 0.76% | +905+24.4% | Added |
| Clarus Wealth Advisors | 4,690 | $1.07M | 0.77% | +73+1.6% | Added |
| Cherrydale Wealth Management, LLC | 4,618 | $1.08M | 0.99% | +116+2.6% | Added |
| 360 Financial, Inc. | 4,655 | $1.08M | 0.71% | +2,142+85.2% | Added |
| Armbruster Capital Management, Inc. | 4,664 | $1.09M | 0.31% | −250−5.1% | Reduced |
| Foresight Capital Management Advisors, Inc. | 4,665 | $1.09M | 1.87% | +134+3.0% | Added |
| Blue Barn Wealth, LLC | 4,664 | $1.09M | 0.77% | +245+5.5% | Added |
| Brand Asset Management Group, Inc. | 4,666 | $1.09M | 0.60% | −126−2.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4,680 | $1.09M | 0.70% | +456+10.8% | Added |
| Columbia Advisory Partners LLC | 4,691 | $1.09M | 1.33% | −392−7.7% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 4,696 | $1.09M | 3.77% | +477+11.3% | Added |
| Element Pointe Advisors, LLC | 4,701 | $1.09M | 0.63% | −2,690−36.4% | Reduced |
| Pensionmark Financial Group, LLC | 4,711 | $1.10M | 0.26% | −11−0.2% | Reduced |
| WJ Wealth Management, LLC | 4,704 | $1.10M | 0.69% | −230−4.7% | Reduced |
| Bayshore Asset Management, LLC | 4,716 | $1.10M | 0.83% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 4,721 | $1.10M | 0.34% | −30−0.6% | Reduced |
| Del-Sette Capital Management, LLC | 4,731 | $1.10M | 1.30% | −217−4.4% | Reduced |
| Wealth Advisors of Iowa, LLC | 4,737 | $1.10M | 1.03% | −2,962−38.5% | Reduced |
| Quantamental Technologies LLC | 4,750 | $1.11M | 0.43% | +2,161+83.5% | Added |
| Capasso Planning Partners LLC | 4,768 | $1.11M | 0.77% | +175+3.8% | Added |
| Redwood Financial Network Corp | 4,768 | $1.11M | 1.27% | +214+4.7% | Added |
| FSB Premier Wealth Management, Inc. | 4,784 | $1.11M | 0.65% | +247+5.4% | Added |
| Northern Capital Management, Inc. | 4,800 | $1.12M | 1.14% | −107−2.2% | Reduced |
| Corrigan Financial, Inc. | 4,803 | $1.12M | 0.42% | +1,105+29.9% | Added |
| Alpha DNA Investment Management LLC | 4,808 | $1.12M | 0.97% | +2,677+125.6% | Added |
| MQS Management LLC | 4,814 | $1.12M | 0.73% | +623+14.9% | Added |
| Precision Wealth Strategies, LLC | 4,542 | $1.12M | 0.99% | −1,587−25.9% | Reduced |
| Atlas Private Wealth Management | 4,828 | $1.12M | 0.81% | −10.0% | Reduced |
| Riversedge Advisors, LLC | 4,850 | $1.13M | 0.41% | +535+12.4% | Added |
| James J. Burns & Company, LLC | 4,856 | $1.13M | 0.50% | +4,856 | New |
| Wealthstream Advisors, Inc. | 4,864 | $1.13M | 1.22% | +363+8.1% | Added |
| WMG Financial Advisors, LLC | 4,891 | $1.14M | 1.02% | +640+15.1% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,694 | $1.14M | 0.54% | −59−1.2% | Reduced |
| Davidson Capital Management Inc. | 4,892 | $1.14M | 0.56% | +2,458+101.0% | Added |
| Resolute Financial, LLC | 4,896 | $1.14M | 1.08% | −134−2.7% | Reduced |
| Private Capital Management, LLC | 4,905 | $1.14M | 0.17% | +1,268+34.9% | Added |
| Legacy Financial Strategies, LLC | 4,919 | $1.15M | 0.53% | +477+10.7% | Added |
| Financial & Tax Architects, LLC | 4,931 | $1.15M | 0.43% | −605−10.9% | Reduced |
| Evolution Wealth Advisors, LLC | 4,954 | $1.15M | 0.32% | −3,333−40.2% | Reduced |
| Helen Stephens Group, LLC | 4,957 | $1.15M | 0.81% | +314+6.8% | Added |
| Axiom Financial Strategies, LLC | 4,985 | $1.16M | 0.62% | +199+4.2% | Added |
| Hardy Reed LLC | 4,994 | $1.16M | 0.26% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,000 | $1.17M | 0.90% | −8,000−61.5% | Reduced |
| Aletheian Wealth Advisors LLC | 5,004 | $1.17M | 1.32% | −882−15.0% | Reduced |
| Opus Investment Management Inc | 5,000 | $1.17M | 0.27% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 5,000 | $1.17M | 0.61% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 5,004 | $1.17M | 0.34% | +663+15.3% | Added |
| Mainstay Capital Management LLC | 5,008 | $1.17M | 0.29% | −3,156−38.7% | Reduced |
| Financial Strategies Group, Inc. | 5,018 | $1.17M | 0.53% | +1,154+29.9% | Added |
| Curtis Advisory Group, LLC | 5,022 | $1.17M | 0.48% | +147+3.0% | Added |
| BigSur Wealth Management LLC | 5,035 | $1.17M | 0.59% | −141−2.7% | Reduced |
| EWG Elevate Inc. | 5,040 | $1.17M | 0.66% | −49−1.0% | Reduced |
| Courage Capital Management LLC | 5,061 | $1.18M | 2.55% | −2,300−31.2% | Reduced |