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 |
|---|---|---|---|---|---|
| Abacus Planning Group, Inc. | 19,500 | $4.54M | 1.37% | −47−0.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 19,495 | $4.54M | 1.75% | −978−4.8% | Reduced |
| West Family Investments, Inc. | 19,452 | $4.53M | 1.93% | +18+0.1% | Added |
| Sterling Investment Advisors, Ltd. | 19,448 | $4.53M | 1.70% | −42−0.2% | Reduced |
| CoreCap Advisors, LLC | 19,443 | $4.53M | 0.38% | −514−2.6% | Reduced |
| Two Sigma Securities, LLC | 19,417 | $4.52M | 0.64% | −6,285−24.5% | Reduced |
| Cape Ann Savings Bank | 19,360 | $4.51M | 3.61% | +159+0.8% | Added |
| Advisor OS, LLC | 19,332 | $4.50M | 1.36% | −4,171−17.7% | Reduced |
| Palmer Knight Co | 19,310 | $4.50M | 4.23% | +1,287+7.1% | Added |
| Bender Robert & Associates | 19,284 | $4.49M | 1.74% | +1,897+10.9% | Added |
| Fairhaven Wealth Management, LLC | 19,266 | $4.49M | 2.01% | −67−0.3% | Reduced |
| Keystone Wealth Services, LLC | 19,238 | $4.48M | 2.12% | +381+2.0% | Added |
| FLC Capital Advisors | 19,224 | $4.48M | 1.56% | −405−2.1% | Reduced |
| KG&L Capital Management,LLC | 19,206 | $4.47M | 2.53% | +420+2.2% | Added |
| Virginia Wealth Management Group, Inc. | 19,201 | $4.47M | 3.34% | +7,401+62.7% | Added |
| Beacon Financial Group | 18,750 | $4.46M | 0.69% | −469−2.4% | Reduced |
| Peninsula Asset Management Inc | 19,150 | $4.46M | 2.85% | +102+0.5% | Added |
| TCG Advisory Services, LLC | 19,140 | $4.46M | 1.35% | +2,764+16.9% | Added |
| Royal Capital Wealth Management, LLC | 19,106 | $4.45M | 5.19% | +382+2.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 19,097 | $4.45M | 2.33% | −52−0.3% | Reduced |
| McBroom & Associates, LLC | 19,079 | $4.44M | 5.01% | −422−2.2% | Reduced |
| GFG Capital, LLC | 19,083 | $4.44M | 1.47% | +443+2.4% | Added |
| Northstar Advisory Group, LLC | 19,075 | $4.44M | 3.98% | −227−1.2% | Reduced |
| SignalPoint Asset Management, LLC | 19,059 | $4.44M | 1.69% | −28−0.1% | Reduced |
| Strategic Financial Services, Inc, | 19,040 | $4.43M | 0.39% | −468−2.4% | Reduced |
| Ayalon Holdings Ltd. | 19,033 | $4.43M | 2.09% | 00.0% | Unchanged |
| Kenfarb & Co. | 18,986 | $4.42M | 4.21% | +55+0.3% | Added |
| Carl P. Sherr & Co., LLC | 18,987 | $4.42M | 3.53% | +1,162+6.5% | Added |
| WT Wealth Management | 18,986 | $4.42M | 2.22% | +4,785+33.7% | Added |
| RWM Asset Management, LLC | 18,973 | $4.42M | 0.99% | +386+2.1% | Added |
| L.M. Kohn & Company | 18,962 | $4.42M | 2.16% | +90+0.5% | Added |
| Reik & Co., LLC | 18,954 | $4.41M | 1.41% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 18,852 | $4.39M | 1.26% | +260+1.4% | Added |
| Lee Johnson Capital Management, LLC | 18,835 | $4.39M | 9.06% | +6,243+49.6% | Added |
| First Community Trust NA | 18,820 | $4.38M | 5.98% | −628−3.2% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 18,874 | $4.38M | 1.78% | −5,384−22.2% | Reduced |
| Montgomery Investment Management Inc | 18,805 | $4.38M | 1.79% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 18,792 | $4.38M | 4.05% | +76+0.4% | Added |
| Mathes Company, Inc. | 18,791 | $4.38M | 2.44% | −195−1.0% | Reduced |
| Security National Bank of So Dak | 18,741 | $4.37M | 3.92% | −185−1.0% | Reduced |
| WC Walker & Associates, Inc. | 18,869 | $4.37M | 2.48% | −19−0.1% | Reduced |
| Cedar Brook Financial Partners, LLC | 18,738 | $4.36M | 1.40% | +756+4.2% | Added |
| Newbridge Financial Services Group, Inc. | 18,733 | $4.36M | 2.56% | +195+1.1% | Added |
| Accredited Investors Inc. | 18,709 | $4.36M | 0.51% | +443+2.4% | Added |
| Amarillo National Bank | 18,692 | $4.35M | 1.01% | −3,723−16.6% | Reduced |
| Mechanics Financial Corp | 18,679 | $4.35M | 2.84% | −522−2.7% | Reduced |
| Beaton Management Co. Inc. | 18,676 | $4.35M | 3.29% | −20−0.1% | Reduced |
| Spearhead Capital Advisors, LLC | 18,668 | $4.35M | 4.71% | −62,755−77.1% | Reduced |
| Tower View Investment Management & Research LLC | 18,667 | $4.35M | 3.34% | +82+0.4% | Added |
| Mizuho Securities Co. Ltd. | 18,669 | $4.35M | 1.47% | +9,759+109.5% | Added |
| Adams Asset Advisors, LLC | 18,663 | $4.35M | 0.67% | −724−3.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 18,655 | $4.34M | 1.57% | +1,174+6.7% | Added |
| Wittenberg Investment Management, Inc. | 18,638 | $4.34M | 1.85% | +47+0.3% | Added |
| Wealth Dimensions Group, Ltd. | 18,610 | $4.33M | 2.14% | −53−0.3% | Reduced |
| Connecticut Wealth Management, LLC | 18,579 | $4.33M | 0.40% | +1,152+6.6% | Added |
| LCM Capital Management Inc | 18,561 | $4.32M | 4.57% | −131−0.7% | Reduced |
| RBA Wealth Management, LLC | 18,553 | $4.32M | 2.49% | +86+0.5% | Added |
| Bienville Capital Management, LLC | 18,529 | $4.32M | 1.69% | −1,249−6.3% | Reduced |
| Evolutionary Tree Capital Management, LLC | 18,516 | $4.31M | 4.15% | +3,615+24.3% | Added |
| EPG Wealth Management LLC | 18,497 | $4.31M | 1.77% | −85−0.5% | Reduced |
| DeDora Capital, Inc. | 18,470 | $4.30M | 2.24% | −367−1.9% | Reduced |
| Capital Management Associates | 18,471 | $4.30M | 6.26% | −17−0.1% | Reduced |
| Eqis Capital Management, Inc. | 18,463 | $4.30M | 0.50% | −1,466−7.4% | Reduced |
| Bouvel Investment Partners, LLC | 18,463 | $4.30M | 2.87% | +459+2.5% | Added |
| Pettee Investors, Inc. | 18,432 | $4.29M | 2.31% | −259−1.4% | Reduced |
| WSFS Capital Management, LLC | 18,412 | $4.29M | 1.52% | −60−0.3% | Reduced |
| Gs Investments, Inc. | 18,404 | $4.29M | 2.84% | −158−0.9% | Reduced |
| My Legacy Advisors, LLC | 18,753 | $4.29M | 2.16% | +896+5.0% | Added |
| Watchman Group, Inc. | 18,373 | $4.28M | 2.69% | +10+0.1% | Added |
| CVA Family Office, LLC | 18,338 | $4.27M | 1.16% | −311−1.7% | Reduced |
| Van Den Berg Management I, Inc | 18,332 | $4.27M | 1.27% | −191−1.0% | Reduced |
| MBB Public Markets I LLC | 18,268 | $4.25M | 0.12% | +80.0% | Added |
| Cohen Investment Advisors LLC | 18,190 | $4.24M | 3.89% | −186−1.0% | Reduced |
| Helios Capital Management Pte. Ltd | 18,125 | $4.22M | 8.10% | +2,800+18.3% | Added |
| CORDA Investment Management, LLC. | 18,117 | $4.22M | 0.38% | +10.0% | Added |
| Allegheny Financial Group LTD | 18,118 | $4.22M | 1.99% | +409+2.3% | Added |
| Clarus Group, Inc. | 18,105 | $4.22M | 3.84% | −455−2.5% | Reduced |
| Lane Generational LLC | 18,061 | $4.21M | 5.96% | −148−0.8% | Reduced |
| Affinity Investment Advisors, LLC | 18,058 | $4.21M | 2.18% | −5,521−23.4% | Reduced |
| SkyView Investment Advisors, LLC | 18,055 | $4.21M | 1.23% | +54+0.3% | Added |
| Knightsbridge Asset Management, LLC | 18,028 | $4.20M | 0.88% | −142−0.8% | Reduced |
| Gilbert & Cook, Inc. | 19,072 | $4.20M | 0.93% | +442+2.4% | Added |
| Lineweaver Wealth Advisors, LLC | 18,019 | $4.20M | 1.36% | +426+2.4% | Added |
| Security National Bank of Sioux City Iowa | 17,984 | $4.19M | 3.73% | +432+2.5% | Added |
| First National Bank of South Miami | 17,951 | $4.18M | 3.24% | −965−5.1% | Reduced |
| Page Arthur B | 17,948 | $4.18M | 4.37% | −669−3.6% | Reduced |
| Bennett Selby Investments LP | 17,939 | $4.18M | 3.34% | +62+0.3% | Added |
| Slow Capital, Inc. | 17,922 | $4.17M | 0.90% | +1,008+6.0% | Added |
| Millennium Capital Advisors, LLC | 17,907 | $4.17M | 4.40% | −172−1.0% | Reduced |
| David R. Rahn & Associates Inc. | 17,886 | $4.17M | 1.99% | −50−0.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 17,823 | $4.15M | 2.59% | −307−1.7% | Reduced |
| Castellan Group, LLC | 17,818 | $4.15M | 3.23% | +232+1.3% | Added |
| Foster Group, Inc. | 17,812 | $4.15M | 0.34% | +1,295+7.8% | Added |
| Houlihan Financial Resource Group, Ltd. | 17,489 | $4.15M | 2.52% | +17,489 | New |
| Old Mission Investment Co LLC | 17,777 | $4.14M | 1.94% | −958−5.1% | Reduced |
| Karpas Strategies, LLC | 17,760 | $4.14M | 1.57% | −308−1.7% | Reduced |
| Capital Advisors Wealth Management, LLC | 17,743 | $4.13M | 1.37% | +150+0.9% | Added |
| American Trust Investment Advisors, LLC | 17,716 | $4.13M | 2.65% | −125−0.7% | Reduced |
| Baystate Wealth Management LLC | 17,696 | $4.12M | 0.42% | −13−0.1% | Reduced |
| MSH Capital Advisors LLC | 17,687 | $4.12M | 2.03% | −325−1.8% | Reduced |