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
- 4,508
- +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 | 6,248 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $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 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Signet Investment Advisory Group, Inc. | 23,651 | $5.51M | 4.27% | −653−2.7% | Reduced |
| AMJ Financial Wealth Management | 23,658 | $5.51M | 3.60% | +151+0.6% | Added |
| Westwood Wealth Management | 23,661 | $5.51M | 6.84% | −180−0.8% | Reduced |
| Lindenwold Advisors | 23,685 | $5.52M | 4.08% | −635−2.6% | Reduced |
| Annandale Capital, LLC | 23,688 | $5.52M | 2.03% | −18−0.1% | Reduced |
| All Terrain Financial Advisors, LLC | 23,742 | $5.53M | 2.97% | +171+0.7% | Added |
| Schneider Downs Wealth Management Advisors, LP | 23,754 | $5.53M | 1.62% | −3,035−11.3% | Reduced |
| Beta Wealth Group, Inc. | 23,761 | $5.53M | 3.99% | +2,017+9.3% | Added |
| Trust Investment Advisors | 23,790 | $5.54M | 5.78% | −510−2.1% | Reduced |
| Martin Capital Partners, LLC | 23,821 | $5.55M | 2.57% | +6,547+37.9% | Added |
| Fairfield Financial Advisors, LTD | 23,859 | $5.56M | 2.64% | +23+0.1% | Added |
| McDonough Capital Management, Inc | 23,863 | $5.56M | 6.36% | +93+0.4% | Added |
| Simon Quick Advisors, LLC | 23,880 | $5.56M | 0.79% | +3,862+19.3% | Added |
| Ar Asset Management Inc | 23,904 | $5.57M | 1.67% | 00.0% | Unchanged |
| Private Ocean, LLC | 23,918 | $5.57M | 0.88% | +500+2.1% | Added |
| Vivaldi Capital Management, LLC | 23,791 | $5.57M | 1.51% | +149+0.6% | Added |
| Audent Global Asset Management, LLC | 23,965 | $5.58M | 7.61% | −538−2.2% | Reduced |
| Hickory Lane Capital Management LP | 24,000 | $5.59M | 7.90% | −3,000−11.1% | Reduced |
| TCWP LLC | 24,058 | $5.60M | 1.19% | −1,232−4.9% | Reduced |
| Perpetual Investment Management Ltd | 24,086 | $5.61M | 0.82% | −2,181−8.3% | Reduced |
| CenterBook Partners LP | 24,105 | $5.61M | 1.08% | +1,865+8.4% | Added |
| Moseley Investment Management Inc | 24,148 | $5.62M | 4.13% | +415+1.7% | Added |
| HBW Advisory Services LLC | 24,173 | $5.63M | 1.57% | +76+0.3% | Added |
| Morris Capital Advisors, LLC | 24,194 | $5.63M | 5.31% | −240−1.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 24,208 | $5.64M | 5.48% | +378+1.6% | Added |
| Orleans Capital Management Corp | 24,216 | $5.64M | 4.72% | −2,200−8.3% | Reduced |
| Guinness Atkinson Asset Management Inc | 24,222 | $5.64M | 3.60% | −132−0.5% | Reduced |
| Riverpark Capital Management LLC | 24,273 | $5.65M | 5.10% | +337+1.4% | Added |
| PDS Planning, Inc | 24,305 | $5.66M | 1.03% | −1,571−6.1% | Reduced |
| Pinnacle Bancorp, Inc. | 24,336 | $5.67M | 2.45% | −242−1.0% | Reduced |
| BBR Partners, LLC | 24,355 | $5.67M | 0.73% | −12,882−34.6% | Reduced |
| Wambolt & Associates, LLC | 24,352 | $5.67M | 2.41% | +50.0% | Added |
| Optas, LLC | 24,350 | $5.67M | 2.49% | +844+3.6% | Added |
| Naviter Wealth, LLC | 24,400 | $5.68M | 2.32% | +2,026+9.1% | Added |
| B&D White Capital Company, LLC | 24,408 | $5.68M | 2.13% | −49,817−67.1% | Reduced |
| Poehling Capital Management, LLC | 24,416 | $5.69M | 2.38% | −377−1.5% | Reduced |
| Leisure Capital Management | 24,429 | $5.69M | 3.45% | +1,622+7.1% | Added |
| Plante Moran Financial Advisors, LLC | 24,444 | $5.69M | 0.97% | −397−1.6% | Reduced |
| Eagle Rock Investment Company, LLC | 24,452 | $5.70M | 1.49% | +4,329+21.5% | Added |
| Dorchester Wealth Management Co | 24,519 | $5.71M | 1.26% | +300+1.2% | Added |
| Elgethun Capital Management | 24,524 | $5.71M | 2.28% | +4,147+20.4% | Added |
| Brandes Investment Partners, LP | 24,547 | $5.72M | 0.15% | +2,474+11.2% | Added |
| Manchester Capital Management LLC | 24,594 | $5.73M | 1.00% | −156−0.6% | Reduced |
| Solstein Capital, LLC | 24,645 | $5.74M | 5.06% | −50−0.2% | Reduced |
| Ayrshire Capital Management LLC | 24,666 | $5.75M | 4.27% | +449+1.9% | Added |
| Probity Advisors, Inc. | 24,670 | $5.75M | 1.43% | −343−1.4% | Reduced |
| SPC Financial, Inc. | 24,691 | $5.75M | 0.72% | −40−0.2% | Reduced |
| Valley Brook Capital Group | 24,735 | $5.76M | 6.29% | +155+0.6% | Added |
| Handelsinvest Investeringsforvaltning | 24,742 | $5.76M | 0.90% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 23,336 | $5.77M | 3.81% | −726−3.0% | Reduced |
| Klingman & Associates, LLC | 24,848 | $5.79M | 0.57% | +123+0.5% | Added |
| Principal Street Partners, LLC | 24,881 | $5.79M | 1.54% | +85+0.3% | Added |
| Studio Investment Management LLC | 24,951 | $5.81M | 2.09% | +691+2.8% | Added |
| Horizon Investment Services, LLC | 24,997 | $5.82M | 4.21% | −473−1.9% | Reduced |
| Harbor Advisors LLC | 25,000 | $5.82M | 1.57% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 25,042 | $5.83M | 2.46% | 00.0% | Unchanged |
| MCF Advisors LLC | 25,047 | $5.83M | 0.65% | +760+3.1% | Added |
| Ascension Asset Management LLC | 25,195 | $5.86M | 4.60% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 25,167 | $5.86M | 1.39% | +3,028+13.7% | Added |
| Ami Investment Management Inc | 25,187 | $5.87M | 3.41% | +2,225+9.7% | Added |
| Beecher Investors Inc | 25,196 | $5.87M | 9.64% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 25,209 | $5.87M | 2.22% | +369+1.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 25,234 | $5.88M | 0.46% | +335+1.3% | Added |
| Jackson Hill Advisors, LLC | 25,250 | $5.88M | 5.20% | +25,250 | New |
| Coulter & Justus Financial Services, LLC | 25,279 | $5.89M | 4.58% | 00.0% | Unchanged |
| Lee Financial Co | 25,296 | $5.89M | 1.10% | +194+0.8% | Added |
| Platte River Wealth Advisors, LLC | 25,331 | $5.90M | 2.64% | −37−0.1% | Reduced |
| Sutton Wealth Advisors Inc. | 25,346 | $5.90M | 2.40% | +606+2.4% | Added |
| Hirtle Callaghan & Co LLC | 25,351 | $5.90M | 0.42% | +9,895+64.0% | Added |
| Perennial Investment Advisors, LLC | 25,375 | $5.91M | 2.68% | −3,046−10.7% | Reduced |
| IMA Wealth, Inc. | 25,400 | $5.92M | 1.59% | −108−0.4% | Reduced |
| Colony Family Offices, LLC | 25,435 | $5.92M | 2.56% | 00.0% | Unchanged |
| Taika Capital, LP | 25,450 | $5.93M | 3.63% | −27,800−52.2% | Reduced |
| Laffer Tengler Investments | 25,505 | $5.94M | 2.18% | +1,068+4.4% | Added |
| Banco de Sabadell, S.A | 25,488 | $5.95M | 4.91% | +319+1.3% | Added |
| Legato Capital Management LLC | 25,564 | $5.95M | 1.54% | 00.0% | Unchanged |
| True North Advisors, LLC | 25,598 | $5.96M | 1.96% | −2,069−7.5% | Reduced |
| Telos Capital Management, Inc. | 25,597 | $5.96M | 0.98% | +1,583+6.6% | Added |
| HWG Holdings LP | 25,618 | $5.97M | 4.30% | +25,618 | New |
| Herald Investment Management Ltd | 25,632 | $5.97M | 1.47% | 00.0% | Unchanged |
| Boyer & Corporon Wealth Management, LLC | 25,631 | $5.97M | 2.17% | +242+1.0% | Added |
| Northcape Wealth Management, LLC | 25,634 | $5.97M | 2.13% | +9,641+60.3% | Added |
| IFP Advisors, Inc | 164,609 | $5.97M | 0.18% | +11,983+7.9% | Added |
| Patton Albertson Miller Group, LLC | 25,671 | $5.98M | 1.29% | −1,656−6.1% | Reduced |
| Finer Wealth Management, Inc. | 25,685 | $5.98M | 5.89% | −28−0.1% | Reduced |
| Lavaca Capital LLC | 22,180 | $5.98M | 3.35% | +1,317+6.3% | Added |
| Marathon Capital Management | 25,694 | $5.98M | 1.71% | +8,794+52.0% | Added |
| Adirondack Trust Co | 25,727 | $5.99M | 3.35% | +139+0.5% | Added |
| Seven Eight Capital, LP | 25,733 | $5.99M | 1.20% | +17,322+205.9% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 25,745 | $6.00M | 2.45% | −1,094−4.1% | Reduced |
| Monument Capital Management | 25,745 | $6.00M | 2.25% | +17+0.1% | Added |
| Cipher Capital LP | 25,768 | $6.00M | 0.97% | +25,768 | New |
| Bradley & Co. Private Wealth Management, LLC | 25,871 | $6.03M | 7.18% | +1,151+4.7% | Added |
| Eagle Capital Management, LLC | 25,885 | $6.03M | 3.77% | −77−0.3% | Reduced |
| CNB Bank | 25,951 | $6.04M | 4.09% | +446+1.7% | Added |
| Bell Bank | 25,984 | $6.05M | 0.77% | +70.0% | Added |
| Advisors Management Group Inc | 26,020 | $6.06M | 2.41% | +3,844+17.3% | Added |
| Enhancing Capital LLC | 25,876 | $6.06M | 7.50% | 00.0% | Unchanged |
| SOL Capital Management CO | 26,028 | $6.06M | 1.26% | +380+1.5% | Added |
| Hurlow Wealth Management Group, Inc. | 26,078 | $6.07M | 3.54% | 00.0% | Unchanged |