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 |
|---|---|---|---|---|---|
| One Charles Private Wealth Services, LLC | 5,061 | $1.18M | 0.78% | +20.0% | Added |
| Compass Ion Advisors, LLC | 5,069 | $1.18M | 0.33% | −10.0% | Reduced |
| Jeereddi Investments, LP | 5,079 | $1.18M | 5.44% | −449−8.1% | Reduced |
| Verus Financial Partners, Inc. | 4,965 | $1.18M | 0.18% | −177−3.4% | Reduced |
| Teza Capital Management LLC | 5,086 | $1.19M | 0.25% | +2,303+82.8% | Added |
| OneAscent Wealth Management LLC | 5,094 | $1.19M | 0.62% | −1,543−23.2% | Reduced |
| Operose Advisors LLC | 5,103 | $1.19M | 0.78% | −300−5.6% | Reduced |
| BMS Financial Advisors, LLC | 5,115 | $1.19M | 0.83% | −100−1.9% | Reduced |
| Seldon Capital LP | 5,126 | $1.19M | 0.85% | 00.0% | Unchanged |
| Vista Investment Management | 5,130 | $1.20M | 0.74% | −79−1.5% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 5,135 | $1.20M | 1.82% | +304+6.3% | Added |
| Castleview Partners, LLC | 5,149 | $1.20M | 1.15% | −6,601−56.2% | Reduced |
| VELA Investment Management, LLC | 5,162 | $1.20M | 0.68% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 5,174 | $1.21M | 1.31% | −241−4.5% | Reduced |
| KRS Capital Management, LLC | 5,176 | $1.21M | 1.81% | +143+2.8% | Added |
| Crumly & Associates Inc. | 5,185 | $1.21M | 0.50% | +59+1.2% | Added |
| North Point Portfolio Managers Corp | 5,193 | $1.21M | 0.23% | −160−3.0% | Reduced |
| Engrave Wealth Partners LLC | 5,191 | $1.21M | 0.57% | +299+6.1% | Added |
| Berkeley, Inc | 5,199 | $1.21M | 1.02% | −148−2.8% | Reduced |
| First Affirmative Financial Network | 5,200 | $1.21M | 1.54% | +539+11.6% | Added |
| PAX Financial Group, LLC | 5,212 | $1.21M | 0.31% | +236+4.7% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 5,218 | $1.22M | 1.11% | −108−2.0% | Reduced |
| Tolleson Wealth Management, Inc. | 5,218 | $1.22M | 0.37% | 00.0% | Unchanged |
| IFG Advisors, LLC | 5,217 | $1.22M | 0.62% | +180+3.6% | Added |
| Diversified Portfolios, Inc. | 5,220 | $1.22M | 0.33% | +2,890+124.0% | Added |
| Shulman DeMeo Asset Management LLC | 5,237 | $1.22M | 0.43% | −12−0.2% | Reduced |
| Riverwater Partners LLC | 5,243 | $1.22M | 1.22% | +896+20.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 5,250 | $1.22M | 1.14% | −42−0.8% | Reduced |
| Dixon Fnancial Services, Inc. | 5,250 | $1.22M | 0.96% | +35+0.7% | Added |
| Shepherd Kaplan Krochuk, LLC | 5,254 | $1.22M | 0.62% | −619−10.5% | Reduced |
| Lionsbridge Wealth Management LLC | 5,273 | $1.23M | 1.76% | +114+2.2% | Added |
| Fca Corp | 5,274 | $1.23M | 0.52% | +522+11.0% | Added |
| Meridian Wealth Partners, LLC | 5,271 | $1.23M | 0.31% | +644+13.9% | Added |
| Willis Johnson & Associates, Inc. | 5,310 | $1.24M | 0.18% | +390+7.9% | Added |
| Cavalier Investments, LLC | 5,314 | $1.24M | 0.45% | −1,196−18.4% | Reduced |
| TAP Consulting, LLC | 5,341 | $1.24M | 0.33% | +58+1.1% | Added |
| Emfo, LLC | 5,355 | $1.25M | 1.19% | +921+20.8% | Added |
| Eos Focused Equity Management, L.P. | 5,359 | $1.25M | 1.48% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 5,370 | $1.25M | 1.92% | −1,389−20.6% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 5,377 | $1.25M | 0.87% | −1,992−27.0% | Reduced |
| Aurora Private Wealth, Inc. | 5,381 | $1.25M | 0.58% | +96+1.8% | Added |
| Eagle Harbor Asset Management Inc | 5,392 | $1.26M | 2.16% | +20+0.4% | Added |
| First Citizens Financial Corp | 5,392 | $1.26M | 1.24% | −380−6.6% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 5,410 | $1.26M | 0.16% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 5,417 | $1.26M | 0.56% | +98+1.8% | Added |
| Kaydan Wealth Management, Inc. | 5,428 | $1.26M | 0.70% | −257−4.5% | Reduced |
| N.E.W. Advisory Services LLC | 5,429 | $1.26M | 0.23% | −1,446−21.0% | Reduced |
| Droms Strauss Advisors Inc | 5,428 | $1.27M | 0.63% | +1,307+31.7% | Added |
| Riverpoint Wealth Management Holdings, LLC | 5,441 | $1.27M | 0.54% | +911+20.1% | Added |
| Tevis Investment Management | 5,450 | $1.27M | 1.24% | +166+3.1% | Added |
| Sadoff Investment Management LLC | 5,462 | $1.27M | 0.10% | −23−0.4% | Reduced |
| McGowan Group Asset Management, Inc. | 5,468 | $1.27M | 0.22% | +46+0.8% | Added |
| Connective Portfolio Management, LLC | 5,479 | $1.28M | 4.11% | −5,479−50.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 5,483 | $1.28M | 0.46% | −186−3.3% | Reduced |
| 4J Wealth Management LLC | 5,482 | $1.28M | 1.63% | −163−2.9% | Reduced |
| Raleigh Capital Management Inc. | 5,487 | $1.28M | 0.75% | −152−2.7% | Reduced |
| Brown Advisory Securities, LLC | 5,507 | $1.28M | 4.68% | −14,104−71.9% | Reduced |
| Intelligent Financial Strategies | 5,508 | $1.28M | 1.35% | +20.0% | Added |
| White Lighthouse Investment Management Inc. | 5,536 | $1.29M | 0.38% | +24+0.4% | Added |
| United Community Bank | 5,545 | $1.29M | 1.35% | +412+8.0% | Added |
| Tillar-Wenstrup Advisors, LLC | 5,551 | $1.29M | 0.65% | −28−0.5% | Reduced |
| Accel Wealth Management | 5,204 | $1.29M | 0.69% | −462−8.2% | Reduced |
| Abacus Wealth Partners, LLC | 5,563 | $1.30M | 0.69% | −1,080−16.3% | Reduced |
| Difesa Capital Management, LP | 5,580 | $1.30M | 0.95% | −3,795−40.5% | Reduced |
| Select Asset Management & Trust | 5,591 | $1.30M | 1.55% | +106+1.9% | Added |
| Twelve Points Wealth Management LLC | 5,597 | $1.30M | 1.01% | +71+1.3% | Added |
| Copperwynd Financial, LLC | 5,603 | $1.30M | 0.75% | −40−0.7% | Reduced |
| Orgel Wealth Management, LLC | 5,618 | $1.31M | 0.06% | +102+1.8% | Added |
| Ullmann Financial Group, Inc. | 5,615 | $1.31M | 0.36% | +334+6.3% | Added |
| Claraphi Advisory Network, LLC | 5,627 | $1.31M | 0.71% | −7,292−56.4% | Reduced |
| Atwood & Palmer Inc | 5,625 | $1.31M | 0.13% | 00.0% | Unchanged |
| Legacy Wealth Planning, LLC | 5,627 | $1.31M | 2.17% | −53−0.9% | Reduced |
| Global Assets Advisory, LLC | 5,658 | $1.31M | 1.33% | +490+9.5% | Added |
| Family Firm, Inc. | 5,659 | $1.32M | 0.42% | −186−3.2% | Reduced |
| C M Bidwell & Associates Ltd | 5,682 | $1.32M | 1.10% | −294−4.9% | Reduced |
| Aspireon Wealth Advisors | 5,718 | $1.33M | 0.64% | −123−2.1% | Reduced |
| RHS Financial, LLC | 5,729 | $1.33M | 1.19% | −142−2.4% | Reduced |
| Mason & Associates Inc | 5,729 | $1.33M | 0.47% | +208+3.8% | Added |
| Aldebaran Financial Inc. | 5,670 | $1.34M | 1.54% | −62−1.1% | Reduced |
| Motive Wealth Advisors | 5,756 | $1.34M | 1.09% | +2,814+95.6% | Added |
| Indie Asset Partners, LLC | 5,763 | $1.34M | 1.38% | −30−0.5% | Reduced |
| Dean Investment Associates, LLC | 5,794 | $1.35M | 0.28% | −20.0% | Reduced |
| Joseph Group Capital Management | 5,819 | $1.35M | 1.48% | +555+10.5% | Added |
| Beaird Harris Wealth Management, LLC | 5,828 | $1.36M | 0.30% | +585+11.2% | Added |
| FirstPurpose Wealth LLC | 5,828 | $1.36M | 0.89% | +780+15.5% | Added |
| Beacon Capital Management, LLC | 5,292 | $1.36M | 0.45% | +64+1.2% | Added |
| Navellier & Associates Inc | 5,846 | $1.36M | 0.30% | −300−4.9% | Reduced |
| Truadvice, LLC | 5,972 | $1.36M | 0.77% | +349+6.2% | Added |
| Heritage Financial Services, LLC | 5,874 | $1.37M | 0.83% | −437−6.9% | Reduced |
| Hillsdale Investment Management Inc. | 5,899 | $1.38M | 0.12% | −135−2.2% | Reduced |
| Ironwood Investment Management LLC | 5,902 | $1.38M | 0.96% | −45−0.8% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 5,943 | $1.38M | 1.68% | −44−0.7% | Reduced |
| Echo45 Advisors LLC | 5,934 | $1.38M | 1.40% | −840−12.4% | Reduced |
| Capital Financial Services, LLC | 5,932 | $1.38M | 2.04% | 00.0% | Unchanged |
| Check Capital Management Inc | 5,954 | $1.39M | 0.15% | −75−1.2% | Reduced |
| Professional Financial Advisors, LLC | 5,955 | $1.39M | 0.86% | +53+0.9% | Added |
| Lloyd Park, LLC | 5,964 | $1.39M | 1.71% | +5+0.1% | Added |
| Rock Point Advisors, LLC | 5,965 | $1.39M | 0.52% | +113+1.9% | Added |
| Column Capital Advisors, LLC | 5,984 | $1.39M | 0.29% | +161+2.8% | Added |
| Requisite Capital Management, LLC | 5,997 | $1.40M | 0.47% | −966−13.9% | Reduced |