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 |
|---|---|---|---|---|---|
| MBL Wealth, LLC | 17,664 | $4.11M | 0.89% | +1,314+8.0% | Added |
| New England Research & Management, Inc. | 17,641 | $4.11M | 2.59% | +2,110+13.6% | Added |
| Red Cedar Investment Management, LLC | 17,555 | $4.09M | 0.70% | 00.0% | Unchanged |
| S. R. Schill & Associates | 17,552 | $4.09M | 2.18% | +167+1.0% | Added |
| Evermay Wealth Management LLC | 17,541 | $4.08M | 0.81% | +142+0.8% | Added |
| Brown, Lisle/Cummings, Inc. | 17,537 | $4.08M | 2.38% | −15−0.1% | Reduced |
| Fusion Capital, LLC | 17,509 | $4.08M | 2.66% | +774+4.6% | Added |
| Quattro Financial Advisors LLC | 17,500 | $4.08M | 1.63% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 17,481 | $4.07M | 1.15% | −266−1.5% | Reduced |
| StrongBox Wealth, LLC | 17,457 | $4.07M | 2.95% | +371+2.2% | Added |
| Oxinas Partners Wealth Management LLC | 17,454 | $4.07M | 3.36% | −67−0.4% | Reduced |
| KCS Wealth Advisory | 17,423 | $4.06M | 1.87% | 00.0% | Unchanged |
| Financial Consulate, Inc | 17,418 | $4.06M | 1.71% | +590+3.5% | Added |
| Wunderlich Capital Managemnt | 17,326 | $4.04M | 2.58% | +320+1.9% | Added |
| Phoenix Wealth Advisors | 17,319 | $4.03M | 4.04% | +33+0.2% | Added |
| StrategIQ Financial Group, LLC | 17,297 | $4.03M | 0.51% | +180+1.1% | Added |
| FSM Wealth Advisors, LLC | 17,279 | $4.02M | 3.34% | +3,458+25.0% | Added |
| David Loasby | 17,525 | $4.02M | 0.66% | +1,163+7.1% | Added |
| First Financial Corp | 17,248 | $4.02M | 2.70% | +154+0.9% | Added |
| Capital Insight Partners, LLC | 17,240 | $4.01M | 1.08% | +608+3.7% | Added |
| Wealth Alliance Advisory Group, LLC | 17,190 | $4.00M | 1.76% | +273+1.6% | Added |
| Tradewinds Capital Management, LLC | 17,146 | $3.99M | 1.64% | +2,471+16.8% | Added |
| Brooktree Capital Management | 17,141 | $3.99M | 3.29% | −420−2.4% | Reduced |
| Autumn Glory Partners, LLC | 17,136 | $3.99M | 2.69% | +5,251+44.2% | Added |
| Harbor Advisory Corp | 17,086 | $3.98M | 1.83% | −597−3.4% | Reduced |
| Integrated Investment Consultants, LLC | 17,065 | $3.97M | 1.58% | −597−3.4% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 17,063 | $3.97M | 1.57% | −928−5.2% | Reduced |
| Southeast Asset Advisors Inc. | 17,044 | $3.97M | 0.67% | +332+2.0% | Added |
| Monetta Financial Services Inc | 17,000 | $3.96M | 4.51% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16,956 | $3.95M | 3.17% | −333−1.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 16,946 | $3.95M | 0.66% | −16−0.1% | Reduced |
| Lifeworks Advisors, LLC | 16,981 | $3.94M | 2.24% | −521−3.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 16,915 | $3.94M | 4.05% | +791+4.9% | Added |
| Parisi Gray Wealth Management | 16,877 | $3.93M | 2.99% | −6,122−26.6% | Reduced |
| Widmann Financial Services, Inc. | 16,874 | $3.93M | 4.35% | +102+0.6% | Added |
| Chickasaw Capital Management LLC | 16,861 | $3.93M | 0.20% | −25−0.1% | Reduced |
| Jmac Enterprises LLC | 16,858 | $3.93M | 1.10% | +60+0.4% | Added |
| First Pacific Financial | 16,843 | $3.92M | 2.25% | +3,524+26.5% | Added |
| Charles Carroll Financial Partners, LLC | 16,838 | $3.92M | 6.32% | −925−5.2% | Reduced |
| HHM Wealth Advisors, LLC | 16,803 | $3.91M | 1.03% | −1,304−7.2% | Reduced |
| Brookmont Capital Management | 16,802 | $3.91M | 2.72% | +891+5.6% | Added |
| Octahedron Capital Management L.P. | 16,800 | $3.91M | 3.20% | +15,500+1,192.3% | Added |
| Cox Capital Mgt LLC | 16,798 | $3.91M | 2.84% | +137+0.8% | Added |
| Snider Financial Group | 15,703 | $3.91M | 2.12% | +295+1.9% | Added |
| Capital Advantage, Inc. | 16,776 | $3.91M | 0.89% | +636+3.9% | Added |
| Garrison Point Advisors, LLC | 16,758 | $3.90M | 3.48% | +26+0.2% | Added |
| Geneva Partners, LLC | 16,744 | $3.90M | 4.46% | −1,833−9.9% | Reduced |
| Geneva Capital Management LLC | 16,742 | $3.90M | 0.09% | −60.0% | Reduced |
| First Dallas Securities Inc. | 16,733 | $3.90M | 2.68% | +78+0.5% | Added |
| Lattice Capital Management, LLC | 16,708 | $3.89M | 6.23% | +40+0.2% | Added |
| Financial Advisory Partners, LLC | 16,699 | $3.89M | 1.69% | +139+0.8% | Added |
| Riverview Trust Co | 16,693 | $3.89M | 3.76% | −60−0.4% | Reduced |
| Matisse Capital | 16,684 | $3.89M | 4.93% | −1,349−7.5% | Reduced |
| Noesis Capital Mangement Corp | 16,686 | $3.89M | 1.18% | +910+5.8% | Added |
| Graham Capital Management, L.P. | 16,678 | $3.88M | 0.17% | −48,541−74.4% | Reduced |
| Patriot Investment Management Inc. | 16,675 | $3.88M | 0.40% | −854−4.9% | Reduced |
| Everhart Financial Group, Inc. | 16,665 | $3.88M | 2.15% | +127+0.8% | Added |
| Blue Zone Wealth Advisors, LLC | 16,663 | $3.88M | 2.01% | −1,816−9.8% | Reduced |
| Benchmark Investment Advisors LLC | 16,629 | $3.87M | 4.17% | −1,011−5.7% | Reduced |
| Paragon Advisors, LLC | 16,622 | $3.87M | 1.98% | +5,162+45.0% | Added |
| George Kaiser Family Foundation | 16,602 | $3.87M | 0.68% | 00.0% | Unchanged |
| Breakline Capital LLC | 16,602 | $3.87M | 4.66% | +10,686+180.6% | Added |
| Boltwood Capital Management | 16,601 | $3.87M | 1.77% | −2,375−12.5% | Reduced |
| Pflug Koory, LLC | 16,590 | $3.86M | 2.35% | +776+4.9% | Added |
| Beech Hill Advisors, Inc. | 16,576 | $3.86M | 2.21% | −35−0.2% | Reduced |
| HNP Capital LLC | 16,560 | $3.86M | 1.11% | +20.0% | Added |
| Sage Rhino Capital LLC | 16,503 | $3.84M | 1.54% | +1,296+8.5% | Added |
| Liberty Wealth Management LLC | 16,481 | $3.84M | 1.02% | +1,664+11.2% | Added |
| Successful Portfolios LLC | 16,476 | $3.84M | 2.78% | −153−0.9% | Reduced |
| CV Advisors LLC | 16,472 | $3.84M | 3.77% | −2,331−12.4% | Reduced |
| Bradley Mark J. | 16,459 | $3.83M | 3.55% | +80+0.5% | Added |
| Kolinsky Wealth Management, LLC | 16,456 | $3.83M | 4.80% | −701−4.1% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 16,446 | $3.83M | 2.67% | +34+0.2% | Added |
| Austin Private Wealth, LLC | 16,441 | $3.83M | 0.81% | +3,169+23.9% | Added |
| Retirement Solution Inc. | 16,412 | $3.82M | 2.05% | −184−1.1% | Reduced |
| AMS Capital Ltda | 16,506 | $3.82M | 2.41% | −17,255−51.1% | Reduced |
| Highline Wealth Partners LLC | 16,376 | $3.81M | 3.10% | +16,376 | New |
| Waddell & Associates, LLC | 16,371 | $3.81M | 0.74% | −242−1.5% | Reduced |
| Richelieu Gestion PLC | 16,350 | $3.81M | 4.54% | −2,267−12.2% | Reduced |
| Symmetry Investments LP | 16,349 | $3.81M | 2.15% | +3,634+28.6% | Added |
| Shayne & Co., LLC | 16,348 | $3.81M | 2.40% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 16,344 | $3.81M | 0.35% | +706+4.5% | Added |
| Am Investment Strategies LLC | 16,338 | $3.81M | 1.39% | +598+3.8% | Added |
| Legal Advantage Investments, Inc. | 16,324 | $3.80M | 3.56% | +5,350+48.8% | Added |
| Sax Wealth Advisors, LLC | 16,275 | $3.79M | 0.98% | −1,666−9.3% | Reduced |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 15,970 | $3.79M | 3.68% | 00.0% | Unchanged |
| Capitolis Advisors LLC | 16,252 | $3.79M | 0.27% | −586,347−97.3% | Reduced |
| HMS Capital Management, LLC | 16,231 | $3.78M | 2.29% | +3,160+24.2% | Added |
| Werlinich Asset Management, LLC | 16,201 | $3.77M | 3.86% | −105−0.6% | Reduced |
| Delaney Dennis R | 16,150 | $3.76M | 3.61% | +16,150 | New |
| Essex LLC | 16,146 | $3.76M | 1.24% | +233+1.5% | Added |
| SkyOak Wealth, LLC | 16,136 | $3.76M | 1.35% | +435+2.8% | Added |
| Vista Wealth Management Group, LLC | 15,189 | $3.75M | 0.47% | +22+0.1% | Added |
| Thomas White International Ltd | 16,119 | $3.75M | 0.88% | −13−0.1% | Reduced |
| Jeppson Wealth Management, LLC | 16,120 | $3.75M | 1.70% | +418+2.7% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 16,100 | $3.75M | 4.11% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 16,043 | $3.75M | 4.24% | +761+5.0% | Added |
| Bell & Brown Wealth Advisors, LLC | 16,078 | $3.75M | 2.31% | −1,270−7.3% | Reduced |
| Summit Place Financial Advisors, LLC | 16,080 | $3.75M | 3.48% | +925+6.1% | Added |
| Apriem Advisors | 16,056 | $3.74M | 0.67% | −304−1.9% | Reduced |