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
- 2,160 more added
- Sold out
- 88
- 1,831 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 50,747 | $11.8M | 1.12% | +1,761+3.6% | Added |
| Capital Investment Advisory Services, LLC | 50,693 | $11.8M | 1.53% | +533+1.1% | Added |
| Strategic Blueprint, LLC | 50,604 | $11.8M | 1.49% | −501−1.0% | Reduced |
| Nations Financial Group Inc, | 50,591 | $11.8M | 1.71% | −5,023−9.0% | Reduced |
| Hoertkorn Richard Charles | 50,496 | $11.8M | 6.73% | −3,029−5.7% | Reduced |
| Boston Research & Management Inc | 50,301 | $11.7M | 3.99% | +206+0.4% | Added |
| Valicenti Advisory Services Inc | 50,292 | $11.7M | 4.28% | +253+0.5% | Added |
| Hilltop Holdings Inc. | 50,244 | $11.7M | 1.59% | +1,409+2.9% | Added |
| McGuire Investment Group, LLC | 50,234 | $11.7M | 2.67% | +874+1.8% | Added |
| Morse Asset Management, Inc | 50,200 | $11.7M | 4.41% | −2,605−4.9% | Reduced |
| Security National Bank | 50,034 | $11.7M | 3.25% | −403−0.8% | Reduced |
| Benedict Financial Advisors Inc | 50,006 | $11.6M | 3.73% | −975−1.9% | Reduced |
| Gabalex Capital Management LLC | 50,000 | $11.6M | 6.42% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 49,901 | $11.6M | 1.71% | +1,290+2.7% | Added |
| Forum Financial Management, LP | 49,894 | $11.6M | 0.56% | +2,920+6.2% | Added |
| ICONIQ Capital, LLC | 49,857 | $11.6M | 0.14% | +33,241+200.1% | Added |
| Hamilton Wealth, LLC | 49,856 | $11.6M | 4.91% | +2,419+5.1% | Added |
| Avantax Planning Partners, Inc. | 49,840 | $11.6M | 0.52% | +885+1.8% | Added |
| First National Bank & Trust Co of Newtown | 49,802 | $11.6M | 2.81% | −433−0.9% | Reduced |
| Liberty One Investment Management, LLC | 49,745 | $11.6M | 1.91% | +11,238+29.2% | Added |
| Capital City Trust Co | 49,725 | $11.6M | 4.06% | −553−1.1% | Reduced |
| Duncker Streett & Co Inc | 49,350 | $11.5M | 2.98% | −62−0.1% | Reduced |
| Montecito Bank & Trust | 49,350 | $11.5M | 2.99% | −104−0.2% | Reduced |
| Harbor Island Capital LLC | 49,339 | $11.5M | 8.03% | −1,648−3.2% | Reduced |
| Broderick Brian C | 49,327 | $11.5M | 3.59% | +55+0.1% | Added |
| Aspiriant, LLC | 49,259 | $11.5M | 0.56% | +3,082+6.7% | Added |
| Continuum Advisory, LLC | 49,175 | $11.5M | 2.02% | +2,846+6.1% | Added |
| Boyd Watterson Asset Management LLC | 49,108 | $11.4M | 5.20% | −113−0.2% | Reduced |
| Nishkama Capital, LLC | 49,100 | $11.4M | 5.10% | +49,100 | New |
| R.H. Dinel Investment Counsel, Inc. | 49,050 | $11.4M | 11.37% | −950−1.9% | Reduced |
| Iowa State Bank | 49,012 | $11.4M | 3.25% | −144−0.3% | Reduced |
| Wells Trecaso Financial Group, LLC | 48,873 | $11.4M | 6.25% | +235+0.5% | Added |
| K.J. Harrison & Partners Inc | 48,712 | $11.3M | 4.01% | −765−1.5% | Reduced |
| Stoneridge Investment Partners LLC | 48,700 | $11.3M | 6.67% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 48,701 | $11.3M | 5.47% | +3,425+7.6% | Added |
| Greystone Financial Group, LLC | 48,672 | $11.3M | 3.85% | +14,476+42.3% | Added |
| Old Second National Bank of Aurora | 48,667 | $11.3M | 3.49% | −1,593−3.2% | Reduced |
| Atlas Capital Advisors LLC | 48,648 | $11.3M | 2.07% | +110.0% | Added |
| Moloney Securities Asset Management, LLC | 48,614 | $11.3M | 2.74% | −2,143−4.2% | Reduced |
| Apella Capital, LLC | 48,565 | $11.3M | 1.32% | +771+1.6% | Added |
| Hedeker Wealth, LLC | 48,527 | $11.3M | 4.40% | −4,262−8.1% | Reduced |
| Family Management Corp | 48,425 | $11.3M | 3.02% | −1,009−2.0% | Reduced |
| JCIC Asset Management Inc. | 48,480 | $11.3M | 5.19% | −1,777−3.5% | Reduced |
| Cozad Asset Management Inc | 48,306 | $11.3M | 1.83% | −1,211−2.4% | Reduced |
| McDonald Partners LLC | 48,297 | $11.2M | 4.29% | −15,156−23.9% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 48,200 | $11.2M | 0.76% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 48,138 | $11.2M | 4.82% | +60.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 48,118 | $11.2M | 3.00% | +2,351+5.1% | Added |
| Crewe Advisors LLC | 47,998 | $11.2M | 2.02% | +3,971+9.0% | Added |
| GPM Growth Investors, Inc. | 47,896 | $11.2M | 7.44% | +435+0.9% | Added |
| Oakworth Capital, Inc. | 47,850 | $11.1M | 1.23% | −90.0% | Reduced |
| Consolidated Capital Management, LLC | 47,779 | $11.1M | 6.99% | +2,823+6.3% | Added |
| Capital Planning Advisors, LLC | 47,740 | $11.1M | 2.99% | +1,110+2.4% | Added |
| Timber Creek Capital Management LLC | 47,715 | $11.1M | 4.40% | −44−0.1% | Reduced |
| Biondo Investment Advisors, LLC | 47,518 | $11.1M | 2.56% | +225+0.5% | Added |
| Northwest Bancshares, Inc. | 47,553 | $11.1M | 2.59% | +178+0.4% | Added |
| Old Point Trust & Financial Services N A | 47,496 | $11.1M | 5.56% | −175−0.4% | Reduced |
| Bogart Wealth, LLC | 47,492 | $11.1M | 0.92% | +7,374+18.4% | Added |
| Strategic Wealth Partners, Ltd. | 47,396 | $11.0M | 2.34% | +3,380+7.7% | Added |
| Thornburg Investment Management Inc | 47,293 | $11.0M | 0.20% | +808+1.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 47,274 | $11.0M | 1.27% | +753+1.6% | Added |
| Cypress Asset Management Inc | 47,157 | $11.0M | 4.20% | −185−0.4% | Reduced |
| Circle Wealth Management, LLC | 47,138 | $11.0M | 1.81% | −685−1.4% | Reduced |
| Foundations Investment Advisors, LLC | 47,097 | $11.0M | 0.48% | +340+0.7% | Added |
| World Equity Group, Inc. | 47,055 | $11.0M | 2.77% | +2,004+4.4% | Added |
| Analyst IMS Investment Management Services Ltd. | 46,071 | $10.9M | 1.07% | −1,679−3.5% | Reduced |
| 9258 Wealth Management, LLC | 46,830 | $10.9M | 2.79% | −1,702−3.5% | Reduced |
| Graticule Asia Macro Advisors LLC | 46,800 | $10.9M | 6.05% | +46,800 | New |
| Confluence Wealth Services, Inc. | 46,801 | $10.9M | 4.61% | +46,801 | New |
| Hennion & Walsh Asset Management, Inc. | 46,789 | $10.9M | 0.72% | −2,783−5.6% | Reduced |
| Keebeck Wealth Management, LLC | 46,773 | $10.9M | 2.10% | +3,495+8.1% | Added |
| Patten Group, Inc. | 46,500 | $10.9M | 3.74% | −424−0.9% | Reduced |
| Ervin Investment Management, LLC | 46,764 | $10.9M | 10.79% | −2,125−4.3% | Reduced |
| Zweig-DiMenna Associates LLC | 46,753 | $10.9M | 2.37% | +655+1.4% | Added |
| Investment Partners, Ltd. | 46,710 | $10.9M | 3.24% | +21,497+85.3% | Added |
| Rehmann Capital Advisory Group | 46,653 | $10.9M | 1.20% | +461+1.0% | Added |
| Community Bank & Trust, Waco, Texas | 46,625 | $10.9M | 3.86% | +310+0.7% | Added |
| CFM Wealth Partners LLC | 46,604 | $10.9M | 3.47% | −668−1.4% | Reduced |
| Insight Wealth Strategies, LLC | 42,254 | $10.9M | 2.02% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 46,525 | $10.8M | 2.43% | +794+1.7% | Added |
| Proficio Capital Partners LLC | 46,543 | $10.8M | 1.99% | +295+0.6% | Added |
| DT Investment Partners, LLC | 46,467 | $10.8M | 1.77% | −18,356−28.3% | Reduced |
| Archford Capital Strategies, LLC | 46,429 | $10.8M | 2.79% | +3,762+8.8% | Added |
| Central Bank & Trust Co | 46,407 | $10.8M | 2.32% | −80.0% | Reduced |
| Codex Capital, L.L.C. | 46,400 | $10.8M | 9.26% | −3,700−7.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 43,767 | $10.8M | 1.57% | +2,164+5.2% | Added |
| ACG Wealth | 46,341 | $10.8M | 2.47% | −2,862−5.8% | Reduced |
| Woodline Partners LP | 46,339 | $10.8M | 0.16% | −170,212−78.6% | Reduced |
| Schechter Investment Advisors, LLC | 46,323 | $10.8M | 1.06% | −6,465−12.2% | Reduced |
| Rodgers Brothers Inc. | 46,263 | $10.8M | 2.30% | +3,813+9.0% | Added |
| Bonness Enterprises Inc | 46,200 | $10.8M | 5.72% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 46,156 | $10.7M | 2.90% | −621−1.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 46,149 | $10.7M | 1.46% | +1,547+3.5% | Added |
| Somerset Trust Co | 46,110 | $10.7M | 5.00% | −102−0.2% | Reduced |
| Bourgeon Capital Management LLC | 46,107 | $10.7M | 2.95% | +851+1.9% | Added |
| Summit Trail Advisors, LLC | 45,988 | $10.7M | 0.58% | −2,854−5.8% | Reduced |
| Isthmus Partners, LLC | 45,990 | $10.7M | 1.84% | −121−0.3% | Reduced |
| Marietta Wealth Management, LLC | 45,958 | $10.7M | 2.67% | +1,168+2.6% | Added |
| Rothschild Capital Partners, LLC | 45,831 | $10.7M | 4.91% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 45,579 | $10.6M | 0.68% | +378+0.8% | Added |