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 |
|---|---|---|---|---|---|
| Marino, Stram & Associates LLC | 21,399 | $4.98M | 1.80% | +2,371+12.5% | Added |
| Beaumont Asset Management, L.L.C. | 21,390 | $4.98M | 3.95% | −2,352−9.9% | Reduced |
| S.A. Mason LLC | 21,344 | $4.97M | 3.93% | −216−1.0% | Reduced |
| Regency Capital Management Inc. | 21,330 | $4.97M | 6.09% | +5,733+36.8% | Added |
| Providence Wealth Advisors, LLC | 21,792 | $4.97M | 3.71% | −1,739−7.4% | Reduced |
| Blue Edge Capital, LLC | 21,320 | $4.97M | 1.23% | +54+0.3% | Added |
| Main Street Financial Solutions, LLC | 21,224 | $4.93M | 0.81% | +251+1.2% | Added |
| Bank of Stockton | 21,128 | $4.92M | 1.90% | +30+0.1% | Added |
| United Bank | 21,120 | $4.92M | 3.27% | +768+3.8% | Added |
| MONECO Advisors, LLC | 21,109 | $4.92M | 1.97% | +613+3.0% | Added |
| Cottage Street Advisors LLC | 21,101 | $4.91M | 4.03% | +511+2.5% | Added |
| Pinnbrook Capital Management LP | 21,068 | $4.91M | 2.99% | +15,384+270.7% | Added |
| First Commonwealth Financial Corp | 21,027 | $4.90M | 2.05% | −556−2.6% | Reduced |
| Revolve Wealth Partners, LLC | 21,021 | $4.90M | 1.64% | +650+3.2% | Added |
| Vectors Research Management, LLC | 20,978 | $4.89M | 1.38% | +14+0.1% | Added |
| RDA Financial Network | 20,951 | $4.88M | 2.66% | +192+0.9% | Added |
| Aft, Forsyth & Company, Inc. | 20,946 | $4.88M | 4.36% | −394−1.8% | Reduced |
| Cable Hill Partners, LLC | 20,942 | $4.88M | 0.99% | +35+0.2% | Added |
| Mraz, Amerine & Associates, Inc. | 20,927 | $4.87M | 1.31% | +57+0.3% | Added |
| Salomon & Ludwin, LLC | 20,910 | $4.87M | 0.73% | +7,008+50.4% | Added |
| Freedom Day Solutions, LLC | 20,866 | $4.86M | 2.63% | −453−2.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 20,841 | $4.85M | 1.10% | +157+0.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 20,826 | $4.85M | 3.76% | −94−0.4% | Reduced |
| Consilio Wealth Advisors, LLC | 20,810 | $4.85M | 3.80% | +4,534+27.9% | Added |
| First United Bank Trust | 20,800 | $4.84M | 2.44% | −485−2.3% | Reduced |
| Octavia Wealth Advisors, LLC | 20,777 | $4.84M | 1.31% | −77−0.4% | Reduced |
| Financial Advisors, LLC | 21,418 | $4.83M | 1.68% | −130−0.6% | Reduced |
| Camden Capital, LLC | 20,762 | $4.83M | 1.12% | +5,761+38.4% | Added |
| Highline Capital Management, L.P. | 20,700 | $4.82M | 9.35% | +20,700 | New |
| Amica Retiree Medical Trust | 20,679 | $4.82M | 6.02% | −984−4.5% | Reduced |
| TrimTabs Asset Management, LLC | 20,664 | $4.81M | 3.32% | −1,510−6.8% | Reduced |
| Bancreek Capital Management, LP | 20,651 | $4.81M | 4.14% | +2,753+15.4% | Added |
| Highview Capital Management LLC | 20,599 | $4.80M | 3.56% | +396+2.0% | Added |
| Keudell/Morrison Wealth Management | 20,589 | $4.79M | 1.79% | +777+3.9% | Added |
| Forte Capital LLC | 20,580 | $4.79M | 0.87% | +48+0.2% | Added |
| Smith, Moore & Co. | 20,558 | $4.79M | 0.73% | +1,092+5.6% | Added |
| Banco BTG Pactual S.A. | 20,560 | $4.79M | 2.66% | +16,227+374.5% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 20,500 | $4.77M | 0.28% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 20,497 | $4.77M | 0.64% | +1,765+9.4% | Added |
| Surevest, LLC | 20,496 | $4.77M | 1.30% | +15+0.1% | Added |
| Riggs Asset Managment Co. Inc. | 20,484 | $4.77M | 1.89% | +7,997+64.0% | Added |
| Legacy Financial Advisors, Inc. | 20,458 | $4.76M | 1.14% | +500+2.5% | Added |
| Aspen Investment Management Inc | 20,429 | $4.76M | 3.17% | +355+1.8% | Added |
| Sittner & Nelson, LLC | 20,421 | $4.76M | 3.19% | +516+2.6% | Added |
| KWMG, LLC | 20,407 | $4.75M | 0.73% | +799+4.1% | Added |
| Pacitti Group Inc. | 20,380 | $4.75M | 3.88% | −719−3.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 20,361 | $4.74M | 2.30% | +422+2.1% | Added |
| Unison Asset Management LLC | 20,357 | $4.74M | 4.27% | +6,858+50.8% | Added |
| Wealth Advisors of Tampa Bay, LLC | 20,348 | $4.74M | 3.25% | −20,174−49.8% | Reduced |
| Stony Point Capital LLC | 20,328 | $4.73M | 1.71% | −28,160−58.1% | Reduced |
| Sandhill Capital Partners LLC | 20,324 | $4.73M | 0.54% | −19,401−48.8% | Reduced |
| F/M Investments LLC | 20,281 | $4.72M | 7.66% | −9,063−30.9% | Reduced |
| Canton Hathaway, LLC | 20,256 | $4.72M | 1.72% | −285−1.4% | Reduced |
| Private Portfolio Partners LLC | 20,198 | $4.70M | 1.34% | −1,043−4.9% | Reduced |
| Advisor Resource Council | 20,169 | $4.70M | 3.29% | −35,773−63.9% | Reduced |
| AllGen Financial Advisors, Inc. | 20,165 | $4.70M | 3.66% | −356−1.7% | Reduced |
| Dohj, LLC | 20,164 | $4.70M | 3.17% | +2,722+15.6% | Added |
| Wealth Management Associates, Inc. | 20,121 | $4.69M | 3.30% | +1,468+7.9% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $4.69M | 5.33% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 20,119 | $4.68M | 4.08% | −2,134−9.6% | Reduced |
| Bordeaux Wealth Advisors LLC | 20,110 | $4.68M | 2.94% | +1,257+6.7% | Added |
| Gilman Hill Asset Management, LLC | 20,093 | $4.68M | 1.09% | +2,206+12.3% | Added |
| Diversified Investment Strategies, LLC | 20,073 | $4.67M | 3.85% | −179−0.9% | Reduced |
| Schrum Private Wealth Management LLC | 20,066 | $4.67M | 5.90% | −379−1.9% | Reduced |
| Insight Advisors, LLC | 20,062 | $4.67M | 1.84% | +588+3.0% | Added |
| Sitrin Capital Management LLC | 20,054 | $4.67M | 3.07% | −472−2.3% | Reduced |
| Strategic Wealth Designers | 20,039 | $4.67M | 1.34% | +585+3.0% | Added |
| Winthrop Advisory Group LLC | 20,035 | $4.67M | 1.00% | +180+0.9% | Added |
| Steamboat Capital Partners, LLC | 20,032 | $4.67M | 2.31% | −26,486−56.9% | Reduced |
| Synergy Financial Group, LTD | 20,012 | $4.66M | 6.99% | +3,129+18.5% | Added |
| 3G Capital Partners LP | 20,000 | $4.66M | 9.83% | −30,000−60.0% | Reduced |
| Third Security, LLC | 20,000 | $4.66M | 1.93% | 00.0% | Unchanged |
| Barbara Oil Co. | 20,000 | $4.66M | 2.56% | 00.0% | Unchanged |
| Apeiron Capital Ltd | 20,000 | $4.66M | 3.10% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 19,978 | $4.65M | 3.26% | −2,906−12.7% | Reduced |
| WD Rutherford LLC | 19,976 | $4.65M | 3.74% | −350−1.7% | Reduced |
| Occudo Quantitative Strategies LP | 19,950 | $4.65M | 0.36% | +19,950 | New |
| Point72 Hong Kong Ltd | 19,864 | $4.63M | 0.28% | +19,241+3,088.4% | Added |
| Lincluden Management Ltd | 19,857 | $4.63M | 0.59% | +3,100+18.5% | Added |
| Settian Capital LP | 19,850 | $4.62M | 5.07% | +7,000+54.5% | Added |
| Pinnacle Wealth Management Group, Inc. | 19,838 | $4.62M | 4.07% | −659−3.2% | Reduced |
| Pacifica Partners Inc. | 18,667 | $4.62M | 3.34% | −39−0.2% | Reduced |
| Trellis Advisors, LLC | 19,831 | $4.62M | 2.63% | +1,162+6.2% | Added |
| First Command Bank | 19,821 | $4.62M | 0.67% | −20.0% | Reduced |
| First Command Financial Services, Inc. | 19,821 | $4.62M | 0.67% | −20.0% | Reduced |
| Andra AP-fonden | 19,800 | $4.61M | 0.15% | −5,600−22.0% | Reduced |
| Crescent Grove Advisors, LLC | 19,775 | $4.61M | 0.53% | +2,351+13.5% | Added |
| Bluesphere Advisors, LLC | 19,759 | $4.60M | 4.59% | −385−1.9% | Reduced |
| SlateStone Wealth, LLC | 19,697 | $4.59M | 1.22% | +1,244+6.7% | Added |
| Bull Street Advisors, LLC | 19,636 | $4.57M | 2.57% | +20.0% | Added |
| Alta Advisers Ltd | 19,600 | $4.57M | 2.88% | +19,600 | New |
| Convergence Investment Partners, LLC | 19,597 | $4.56M | 2.98% | +177+0.9% | Added |
| Grant/GrossMendelsohn, LLC | 18,208 | $4.56M | 2.47% | +1,526+9.1% | Added |
| State of Wyoming | 19,591 | $4.56M | 2.25% | +4,918+33.5% | Added |
| Ahl Investment Management, Inc. | 19,562 | $4.56M | 4.69% | −837−4.1% | Reduced |
| Palouse Capital Management, Inc. | 19,558 | $4.55M | 2.59% | −744−3.7% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 19,553 | $4.55M | 3.95% | +524+2.8% | Added |
| L2 Asset Management, LLC | 19,523 | $4.55M | 3.39% | +1,986+11.3% | Added |
| Intellectus Partners, LLC | 19,515 | $4.54M | 1.62% | −3,711−16.0% | Reduced |
| Optimum Investment Advisors | 19,506 | $4.54M | 2.45% | −114−0.6% | Reduced |