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; 6,250 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 | 6,250 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| All Terrain Financial Advisors, LLC | 23,742 | $5.53M | 2.97% | +171+0.7% | Added |
| Annandale Capital, LLC | 23,688 | $5.52M | 2.03% | −18−0.1% | Reduced |
| Lindenwold Advisors | 23,685 | $5.52M | 4.08% | −635−2.6% | Reduced |
| Westwood Wealth Management | 23,661 | $5.51M | 6.84% | −180−0.8% | Reduced |
| AMJ Financial Wealth Management | 23,658 | $5.51M | 3.60% | +151+0.6% | Added |
| Signet Investment Advisory Group, Inc. | 23,651 | $5.51M | 4.27% | −653−2.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 23,602 | $5.50M | 1.34% | +590+2.6% | Added |
| Encompass Wealth Advisors, LLC | 23,592 | $5.50M | 2.09% | −645−2.7% | Reduced |
| Costello Asset Management, INC | 23,566 | $5.49M | 5.18% | −1,934−7.6% | Reduced |
| Accurate Wealth Management, LLC | 21,634 | $5.48M | 2.29% | +4,971+29.8% | Added |
| Mount Vernon Associates Inc | 23,502 | $5.47M | 7.13% | −270−1.1% | Reduced |
| Montchanin Asset Management, LLC | 21,288 | $5.47M | 7.74% | 00.0% | Unchanged |
| Somerset Group LLC | 23,445 | $5.46M | 4.99% | +700+3.1% | Added |
| Trinity Legacy Partners, LLC | 23,404 | $5.45M | 2.33% | −564−2.4% | Reduced |
| Family Legacy, Inc. | 23,404 | $5.45M | 2.74% | +69+0.3% | Added |
| Byrne Asset Management LLC | 23,379 | $5.45M | 4.20% | −177−0.8% | Reduced |
| My Personal CFO, LLC | 23,268 | $5.42M | 8.31% | −5,659−19.6% | Reduced |
| Sheets Smith Wealth Management | 23,247 | $5.41M | 0.90% | +1,937+9.1% | Added |
| Duality Advisers, LP | 23,243 | $5.41M | 0.59% | −20.0% | Reduced |
| GYL Financial Synergies, LLC | 23,231 | $5.41M | 1.48% | −343−1.5% | Reduced |
| Van Leeuwen & Company, LLC | 23,211 | $5.41M | 4.31% | +1,996+9.4% | Added |
| Stableford Capital II LLC | 22,281 | $5.39M | 2.61% | −132−0.6% | Reduced |
| Hudson Canyon Capital Management | 23,150 | $5.39M | 5.36% | +4,605+24.8% | Added |
| Stolper Co | 23,138 | $5.39M | 2.65% | −16−0.1% | Reduced |
| Institutional & Family Asset Management, LLC | 23,139 | $5.39M | 0.97% | +3,190+16.0% | Added |
| Regatta Capital Group, LLC | 20,972 | $5.39M | 2.20% | +1,847+9.7% | Added |
| Crown Wealth Group, LLC | 23,109 | $5.38M | 5.52% | −47−0.2% | Reduced |
| Lee Capital Holdings LLC | 23,100 | $5.38M | 7.86% | −16,704−42.0% | Reduced |
| Concord Wealth Partners | 23,045 | $5.37M | 1.70% | −208−0.9% | Reduced |
| Bangor Savings Bank | 23,012 | $5.36M | 0.62% | +214+0.9% | Added |
| Financial Network Wealth Management LLC | 23,005 | $5.36M | 3.34% | +27+0.1% | Added |
| Wharton Business Group, LLC | 22,975 | $5.35M | 0.36% | +395+1.7% | Added |
| Founders Financial Securities LLC | 22,937 | $5.34M | 0.95% | +1,968+9.4% | Added |
| Atlas Brown,Inc. | 22,907 | $5.33M | 2.72% | −85−0.4% | Reduced |
| Townsend Asset Management Corp | 22,904 | $5.33M | 3.00% | −224−1.0% | Reduced |
| Boxwood Ventures, Inc. | 22,898 | $5.33M | 12.04% | 00.0% | Unchanged |
| Redwood Investments, LLC | 22,895 | $5.33M | 0.72% | −1,934−7.8% | Reduced |
| Kercheville Advisors, LLC | 22,879 | $5.33M | 5.45% | −669−2.8% | Reduced |
| Atticus Wealth Management, LLC | 20,746 | $5.33M | 2.58% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 22,846 | $5.32M | 3.58% | +823+3.7% | Added |
| Security Asset Management | 22,763 | $5.30M | 3.18% | +1,367+6.4% | Added |
| Fruth Investment Management | 22,754 | $5.30M | 1.76% | −15−0.1% | Reduced |
| Spirit of America Management Corp | 22,739 | $5.30M | 1.26% | −1,200−5.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 22,735 | $5.29M | 3.21% | +954+4.4% | Added |
| Soros Capital Management LLC | 22,700 | $5.29M | 5.97% | −22,700−50.0% | Reduced |
| Buck Wealth Strategies, LLC | 16,742 | $5.29M | 2.47% | +16,742 | New |
| WealthShield Partners, LLC | 22,685 | $5.28M | 1.05% | +705+3.2% | Added |
| Alaethes Wealth LLC | 22,663 | $5.28M | 3.88% | +812+3.7% | Added |
| Resonant Capital Advisors, LLC | 22,571 | $5.26M | 0.80% | +825+3.8% | Added |
| EagleClaw Capital Managment, LLC | 22,564 | $5.25M | 1.47% | −3,125−12.2% | Reduced |
| River & Mercantile Asset Management LLP | 22,545 | $5.25M | 1.01% | +4,145+22.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 22,507 | $5.24M | 1.87% | +563+2.6% | Added |
| United Fire Group Inc | 22,500 | $5.24M | 3.50% | 00.0% | Unchanged |
| Alcosta Capital Management, Inc. | 22,491 | $5.24M | 5.13% | −660−2.9% | Reduced |
| Compton Wealth Advisory Group, LLC | 22,473 | $5.23M | 2.23% | +173+0.8% | Added |
| Scott Capital Advisors, LLC | 22,460 | $5.23M | 3.57% | +70.0% | Added |
| Walleye Capital LLC | 22,410 | $5.22M | 0.12% | +22,410 | New |
| In-Depth Partners, LLC | 22,401 | $5.22M | 9.20% | +1,217+5.7% | Added |
| Agate Pass Investment Management, LLC | 22,380 | $5.21M | 3.98% | +1,208+5.7% | Added |
| MTM Investment Management, LLC | 22,360 | $5.21M | 2.96% | +198+0.9% | Added |
| Murphy Pohlad Asset Management LLC | 22,346 | $5.20M | 2.41% | −235−1.0% | Reduced |
| NWK Group, Inc. | 22,330 | $5.20M | 4.02% | −766−3.3% | Reduced |
| Wealth Management Partners, LLC | 22,000 | $5.20M | 4.57% | +2,000+10.0% | Added |
| Platinum Investment Management Ltd | 22,312 | $5.20M | 0.22% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 22,995 | $5.18M | 2.61% | +2,675+13.2% | Added |
| Magnus Financial Group LLC | 22,174 | $5.16M | 0.99% | −115−0.5% | Reduced |
| Woodward Diversified Capital, LLC | 22,136 | $5.16M | 4.25% | −254−1.1% | Reduced |
| Sculati Wealth Management, LLC | 22,130 | $5.15M | 3.04% | +946+4.5% | Added |
| First Pacific Advisors, LP | 22,100 | $5.15M | 0.08% | 00.0% | Unchanged |
| Drystone LLC | 22,073 | $5.14M | 7.42% | +10.0% | Added |
| Strong Tower Advisory Services | 22,054 | $5.14M | 3.05% | −431−1.9% | Reduced |
| Wrapmanager Inc | 22,048 | $5.13M | 1.73% | +594+2.8% | Added |
| Charles Schwab Trust Co | 21,971 | $5.12M | 0.86% | −145−0.7% | Reduced |
| IMS Capital Management | 21,961 | $5.12M | 3.53% | +1,972+9.9% | Added |
| Winning Points Advisors, LLC | 21,210 | $5.11M | 6.24% | −2,277−9.7% | Reduced |
| Kensington Investment Counsel, LLC | 21,933 | $5.11M | 4.30% | +662+3.1% | Added |
| Ignite Planners, LLC | 21,203 | $5.11M | 4.08% | +3,500+19.8% | Added |
| Hengehold Capital Management LLC | 21,895 | $5.10M | 0.78% | +467+2.2% | Added |
| Wedmont Private Capital | 21,872 | $5.09M | 1.02% | −8,711−28.5% | Reduced |
| MV Capital Management, Inc. | 21,871 | $5.09M | 0.88% | +2,942+15.5% | Added |
| Brooks, Moore & Associates, Inc. | 21,857 | $5.09M | 4.12% | −183−0.8% | Reduced |
| Forefront Wealth Management Inc. | 21,786 | $5.07M | 7.07% | −574−2.6% | Reduced |
| Darwin Advisors, LLC | 21,348 | $5.07M | 1.27% | −1,794−7.8% | Reduced |
| RB Capital Management, LLC | 21,739 | $5.06M | 1.94% | +247+1.1% | Added |
| Karp Capital Management Corp | 21,721 | $5.06M | 1.03% | −1,033−4.5% | Reduced |
| Sycale Advisors (NY) LLC | 21,700 | $5.05M | 2.00% | +21,700 | New |
| Emerald Advisers, LLC | 21,682 | $5.05M | 0.26% | −1,414−6.1% | Reduced |
| Almanack Investment Partners, LLC. | 21,671 | $5.05M | 0.99% | −990−4.4% | Reduced |
| Centerpoint Advisors, LLC | 21,658 | $5.04M | 2.68% | +454+2.1% | Added |
| Eos Management, L.P. | 21,620 | $5.04M | 5.29% | 00.0% | Unchanged |
| Apexium Financial, LP | 21,558 | $5.02M | 0.62% | +13,749+176.1% | Added |
| Scarborough Advisors, LLC | 21,520 | $5.01M | 1.56% | +10.0% | Added |
| Wealth Effects LLC | 21,513 | $5.01M | 3.07% | −80.0% | Reduced |
| Cito Capital Group, LLC | 21,501 | $5.01M | 2.87% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 21,488 | $5.00M | 2.60% | +229+1.1% | Added |
| CWS Financial Advisors, LLC | 21,473 | $5.00M | 2.39% | −69−0.3% | Reduced |
| Baker Boyer National Bank | 21,449 | $5.00M | 2.22% | +322+1.5% | Added |
| TBH Global Asset Management, LLC | 21,473 | $4.99M | 1.28% | −2,188−9.2% | Reduced |
| Empowered Funds, LLC | 21,446 | $4.99M | 0.48% | +9,892+85.6% | Added |
| New Potomac Partners, LLC | 21,406 | $4.99M | 4.21% | −17−0.1% | Reduced |