Skip to main content

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
4,509
+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
2,161 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.

Institutional holdersQ3 2022: 4,509 institutions
Q1 2021: 4,005 institutionsQ2 2021: 3,989 institutionsQ3 2021: 4,035 institutionsQ4 2021: 4,554 institutionsQ1 2022: 4,550 institutionsQ2 2022: 4,516 institutionsQ3 2022: 4,509 institutionsQ4 2022: 4,680 institutionsQ1 2023: 4,718 institutionsQ2 2023: 4,816 institutionsQ3 2023: 4,862 institutionsQ4 2023: 5,217 institutionsQ1 2024: 5,241 institutionsQ2 2024: 5,270 institutionsQ3 2024: 5,302 institutionsQ4 2024: 5,877 institutionsQ1 2025: 5,777 institutionsQ2 2025: 5,829 institutionsQ3 2025: 5,866 institutionsQ4 2025: 6,330 institutionsQ1 2026: 6,238 institutionsQ2 2026: 6,248 institutions
Value heldQ3 2022: $1.23T
Q1 2021: $1.26TQ2 2021: $1.43TQ3 2021: $1.49TQ4 2021: $1.77TQ1 2022: $1.61TQ2 2022: $1.34TQ3 2022: $1.23TQ4 2022: $1.27TQ1 2023: $1.52TQ2 2023: $1.79TQ3 2023: $1.66TQ4 2023: $1.99TQ1 2024: $2.23TQ2 2024: $2.37TQ3 2024: $2.27TQ4 2024: $2.26TQ1 2025: $2.01TQ2 2025: $2.67TQ3 2025: $2.76TQ4 2025: $2.66TQ1 2026: $1.99TQ2 2026: $2.05T
Institutions holding MSFT and their total value by quarter
QuarterHoldersValue
Q2 20266,248$2.05T
Q1 20266,238$1.99T
Q4 20256,330$2.66T
Q3 20255,866$2.76T
Q2 20255,829$2.67T
Q1 20255,777$2.01T
Q4 20245,877$2.26T
Q3 20245,302$2.27T
Q2 20245,270$2.37T
Q1 20245,241$2.23T
Q4 20235,217$1.99T
Q3 20234,862$1.66T
Q2 20234,816$1.79T
Q1 20234,718$1.52T
Q4 20224,680$1.27T
Q3 20224,509$1.23T
Q2 20224,516$1.34T
Q1 20224,550$1.61T
Q4 20214,554$1.77T
Q3 20214,035$1.49T
Q2 20213,989$1.43T
Q1 20214,005$1.26T

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q2 2022.

Institutions holding MSFT in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vigilare Wealth Management14,560$3.39M4.39%−552−3.7%Reduced
SC&H Financial Advisors, Inc.14,567$3.39M1.70%−1,019−6.5%Reduced
Port Capital LLC14,567$3.39M0.28%+777+5.6%Added
Capital Market Strategies LLC14,599$3.40M3.82%−593−3.9%Reduced
Engineers Gate Manager LP14,613$3.40M0.21%+5,870+67.1%Added
Exos TFP Holdings LLC14,622$3.40M1.56%+14,622New
BTG Pactual Global Asset Management Ltd14,478$3.41M5.21%+21+0.1%Added
W Advisors, LLC14,658$3.41M3.18%00.0%Unchanged
InTrack Investment Management Inc14,661$3.42M3.77%−411−2.7%Reduced
Virtue Capital Management, LLC14,662$3.42M0.54%−279−1.9%Reduced
Aberdeen Wealth Management LLC14,664$3.42M3.01%+20.0%Added
Alaska Permanent Fund Corp14,673$3.42M0.06%+3,208+28.0%Added
Stanley Capital Management, LLC14,695$3.42M1.18%00.0%Unchanged
Main Street Research LLC14,700$3.42M0.75%+3,878+35.8%Added
Red Spruce Capital, LLC14,710$3.43M2.40%+182+1.3%Added
Agur Provident & Training Funds Management Ltd14,728$3.43M45.12%00.0%Unchanged
Orion Capital Management LLC14,732$3.43M2.77%+408+2.8%Added
Clay Northam Wealth Management, LLC14,739$3.43M4.28%+360+2.5%Added
Garrison Bradford & Associates Inc14,746$3.43M4.18%+400+2.8%Added
Ratan Capital Management LP14,750$3.44M8.14%−18,500−55.6%Reduced
Peddock Capital Advisors, LLC14,790$3.44M1.41%+21+0.1%Added
Summit Asset Management, LLC14,795$3.45M1.11%+67+0.5%Added
Arkfeld Wealth Strategies, L.L.C.15,086$3.45M2.39%+153+1.0%Added
Vantage Financial Partners Ltd., Inc.14,856$3.46M2.24%−75−0.5%Reduced
Bell Rock Capital LLC14,855$3.46M4.27%+13,038+717.6%Added
Generali Investments Towarzystwo Funduszy Inwestycyjnych14,861$3.46M5.87%−1,596−9.7%Reduced
Belmont Capital, LLC14,874$3.46M4.09%+7,616+104.9%Added
St. Clair Advisors, LLC14,881$3.47M2.77%+935+6.7%Added
Acropolis Investment Management, LLC14,893$3.47M0.35%−24−0.2%Reduced
Cloverfields Capital Group, LP14,894$3.47M1.17%+178+1.2%Added
Weaver Consulting Group14,906$3.47M1.99%+141+1.0%Added
Wealth Architects, LLC14,910$3.47M0.73%+210+1.4%Added
Altman Advisors, Inc.14,915$3.47M2.19%+490+3.4%Added
Stony Point Wealth Management Inc.14,938$3.48M2.58%+2,413+19.3%Added
American State Bank (Iowa)14,951$3.48M3.02%00.0%Unchanged
Harvey Investment Co LLC14,965$3.48M0.51%−73−0.5%Reduced
Powers Advisory Group, LLC15,019$3.50M2.79%+75+0.5%Added
Gries Financial LLC15,034$3.50M1.48%+89+0.6%Added
Pinnacle Holdings, LLC15,036$3.50M1.64%−23−0.2%Reduced
Harbor Capital Advisors, Inc.15,037$3.50M3.26%−3,532−19.0%Reduced
Capstone Triton Financial Group, LLC15,039$3.50M3.00%−162−1.1%Reduced
Murphy, Middleton, Hinkle & Parker, Inc.15,051$3.50M2.44%−119−0.8%Reduced
Robbins Farley LLC15,049$3.50M2.88%+15,049New
Ten Capital Wealth Advisors, LLC15,059$3.51M1.60%+895+6.3%Added
South Shore Capital Advisors15,116$3.52M8.33%+109+0.7%Added
Goodman Advisory Group, LLC15,121$3.52M1.92%−4,405−22.6%Reduced
Roof Eidam & Maycock15,136$3.52M1.32%+569+3.9%Added
Financial Management Network Inc14,164$3.52M1.74%+289+2.1%Added
Global Financial Private Client, LLC14,642$3.53M2.03%+108+0.7%Added
Butensky & Cohen Financial Security, Inc15,163$3.53M1.47%+1,553+11.4%Added
UMA Financial Services, Inc.14,176$3.53M1.09%00.0%Unchanged
Secure Asset Management, LLC15,185$3.54M1.98%−76−0.5%Reduced
Shoker Investment Counsel, Inc.15,204$3.54M1.86%+342+2.3%Added
Altus Wealth Group LLC12,555$3.54M3.52%00.0%Unchanged
Ridgecrest Wealth Partners, LLC15,212$3.54M2.89%−31−0.2%Reduced
Private Capital Management LLC15,218$3.54M1.30%+1,878+14.1%Added
Shilanski & Associates, Inc.15,218$3.54M1.30%+348+2.3%Added
Algert Global LLC15,242$3.55M0.21%−1,022−6.3%Reduced
Allen Capital Group, LLC15,261$3.55M0.82%+616+4.2%Added
Taylor Hoffman Wealth Management15,290$3.56M1.87%+17+0.1%Added
Perkins Capital Management Inc15,326$3.57M3.99%−167−1.1%Reduced
Sanders Morris Harris LLC15,035$3.57M0.87%−70.0%Reduced
LexAurum Advisors, LLC15,337$3.57M1.38%−529−3.3%Reduced
WNY Asset Management, LLC15,368$3.58M1.30%−52−0.3%Reduced
Alta Wealth Advisors LLC15,360$3.58M2.56%−26−0.2%Reduced
Ellsworth Advisors, LLC15,358$3.58M1.53%+227+1.5%Added
Hourglass Capital, LLC15,367$3.58M1.36%−150−1.0%Reduced
Jefferies Group LLC15,382$3.58M0.10%+13,000+545.8%Added
New Capital Management LP15,392$3.58M1.98%00.0%Unchanged
W.H. Cornerstone Investments Inc.15,904$3.58M3.78%+15,904New
Leelyn Smith, LLC15,403$3.59M1.24%−21,989−58.8%Reduced
Ellevest, Inc.15,411$3.59M0.34%−3,098−16.7%Reduced
Andrew Hill Investment Advisors, Inc.15,498$3.61M4.90%−3,186−17.1%Reduced
Ballast Advisors LLC15,528$3.62M1.69%+886+6.1%Added
Hemington Wealth Management15,533$3.62M1.58%+290+1.9%Added
Home Federal Bank of Tennessee15,549$3.62M1.51%−45−0.3%Reduced
Long Run Wealth Advisors, LLC15,551$3.62M1.43%+1,069+7.4%Added
Eagle Strategies LLC15,572$3.63M1.90%+631+4.2%Added
Addison Advisors LLC15,575$3.63M2.25%+696+4.7%Added
McElhenny Sheffield Capital Management, LLC15,585$3.63M2.77%−40.0%Reduced
Citadel Investment Advisory, Inc.15,638$3.64M2.78%+100+0.6%Added
Bassett Hargrove Investment Counsel, LLC15,650$3.65M7.39%+15,650New
Sterling Investment Management, Inc.15,656$3.65M3.07%+3,221+25.9%Added
Garrett Investment Advisors LLC15,696$3.66M0.92%+4,025+34.5%Added
Cornercap Investment Counsel Inc15,718$3.66M0.69%−231−1.4%Reduced
Saxon Interests, Inc.14,708$3.67M2.23%−68−0.5%Reduced
Trust Co15,755$3.67M0.80%−575−3.5%Reduced
First National Advisers, LLC15,758$3.67M5.44%+3,951+33.5%Added
NCM Capital Management, LLC15,763$3.67M2.78%−74−0.5%Reduced
Private Harbour Investment Management & Counsel, LLC15,780$3.67M4.26%−1,010−6.0%Reduced
Signature Wealth Management Group15,787$3.68M1.87%−710−4.3%Reduced
Invst, LLC16,047$3.68M0.63%+551+3.6%Added
Wedgewood Investors Inc15,805$3.68M5.66%00.0%Unchanged
High Note Wealth, LLC16,261$3.69M1.47%+716+4.6%Added
Kowal Investment Group, LLC15,839$3.69M1.25%−333−2.1%Reduced
Guardian Investment Management15,840$3.69M3.78%00.0%Unchanged
Ssi Investment Management LLC15,868$3.69M0.25%+18+0.1%Added
Athena Investment Management15,871$3.70M3.10%−104−0.7%Reduced
Curated Wealth Partners LLC15,927$3.71M1.09%+153+1.0%Added
Patron Partners Advisors, LLC15,921$3.71M3.08%−171−1.1%Reduced