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; 6,249 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 | 6,249 | $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 |
|---|---|---|---|---|---|
| Aurora Investment Managers, LLC. | 26,086 | $6.08M | 6.04% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 26,084 | $6.08M | 4.06% | +2,563+10.9% | Added |
| SBK Financial, Inc. | 26,135 | $6.09M | 9.34% | −326−1.2% | Reduced |
| Cary Street Partners Asset Management LLC | 26,220 | $6.11M | 1.47% | +566+2.2% | Added |
| Cim Investment Mangement Inc | 26,226 | $6.11M | 2.71% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 26,249 | $6.11M | 4.08% | +3,994+17.9% | Added |
| First PREMIER Bank | 26,260 | $6.12M | 2.00% | +178+0.7% | Added |
| MEMBERS Trust Co | 26,266 | $6.12M | 0.20% | −232−0.9% | Reduced |
| Asset Management Corp | 26,316 | $6.13M | 4.90% | +1,084+4.3% | Added |
| JT Stratford LLC | 26,332 | $6.13M | 2.18% | −1,585−5.7% | Reduced |
| Vista Capital Partners, Inc. | 26,346 | $6.14M | 1.05% | −336−1.3% | Reduced |
| Key Financial Inc | 26,349 | $6.14M | 2.89% | +99+0.4% | Added |
| Executive Wealth Group LLC | 26,406 | $6.15M | 5.28% | −160−0.6% | Reduced |
| VisionPoint Advisory Group, LLC | 26,430 | $6.16M | 2.96% | +385+1.5% | Added |
| Essex Savings Bank | 26,445 | $6.16M | 2.45% | +1,465+5.9% | Added |
| Lester Murray Antman dba SimplyRich | 26,514 | $6.17M | 2.78% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 26,521 | $6.18M | 2.03% | −240−0.9% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 26,596 | $6.19M | 1.64% | +453+1.7% | Added |
| Lesa Sroufe & Co | 26,602 | $6.20M | 7.45% | +26,602 | New |
| Occidental Asset Management, LLC | 26,626 | $6.20M | 1.86% | +392+1.5% | Added |
| Barton Investment Management | 26,635 | $6.20M | 1.26% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 26,643 | $6.21M | 3.42% | −899−3.3% | Reduced |
| Liberty Capital Management, Inc. | 26,657 | $6.21M | 2.32% | −322−1.2% | Reduced |
| City of London Investment Management Co Ltd | 26,726 | $6.22M | 0.54% | +13,465+101.5% | Added |
| StoneX Group Inc. | 26,761 | $6.23M | 0.85% | −388−1.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 26,774 | $6.24M | 4.72% | +196+0.7% | Added |
| Trust Co of Kansas | 26,824 | $6.25M | 4.42% | −5,803−17.8% | Reduced |
| Twinbeech Capital LP | 26,838 | $6.25M | 0.16% | +26,838 | New |
| Arlington Partners LLC | 26,844 | $6.25M | 2.51% | −1,125−4.0% | Reduced |
| Ausdal Financial Partners, Inc. | 26,845 | $6.25M | 0.99% | −82−0.3% | Reduced |
| Beck Capital Management, LLC | 26,900 | $6.26M | 2.68% | +7,572+39.2% | Added |
| Concorde Financial Corp | 26,899 | $6.26M | 4.23% | +26,899 | New |
| Barings LLC | 26,920 | $6.27M | 0.25% | −16,479−38.0% | Reduced |
| BSW Wealth Partners | 26,939 | $6.27M | 1.54% | +18,704+227.1% | Added |
| GraniteShares Advisors LLC | 26,977 | $6.28M | 5.10% | −2,744−9.2% | Reduced |
| Michael B. Yongue | 26,971 | $6.28M | 6.18% | −1,666−5.8% | Reduced |
| Tudor Investment Corp Et Al | 27,035 | $6.30M | 0.15% | +12,746+89.2% | Added |
| Lantz Financial LLC | 27,078 | $6.31M | 3.28% | −175−0.6% | Reduced |
| Brown Capital Management LLC | 27,185 | $6.33M | 0.09% | −77−0.3% | Reduced |
| Personal Cfo Solutions, LLC | 27,189 | $6.33M | 1.59% | +130+0.5% | Added |
| Hollencrest Capital Management | 27,216 | $6.34M | 0.80% | −733−2.6% | Reduced |
| NovaPoint Capital, LLC | 27,291 | $6.36M | 2.89% | +1,304+5.0% | Added |
| RPg Family Wealth Advisory, LLC | 24,279 | $6.36M | 3.35% | +117+0.5% | Added |
| Once Capital Management, LLC | 27,400 | $6.38M | 8.31% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 27,429 | $6.39M | 4.21% | +1,889+7.4% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 27,449 | $6.39M | 0.04% | −3,101−10.2% | Reduced |
| Tradewinds, LLC. | 27,458 | $6.39M | 4.65% | −178−0.6% | Reduced |
| Hampton Road Capital Management LP | 27,491 | $6.40M | 2.37% | −5,009−15.4% | Reduced |
| M.D. Sass Investors Services, Inc. | 27,500 | $6.41M | 1.17% | −1,570−5.4% | Reduced |
| Socorro Asset Management LP | 27,544 | $6.42M | 2.99% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 27,620 | $6.43M | 6.45% | −425−1.5% | Reduced |
| Aviance Capital Partners, LLC | 27,680 | $6.45M | 1.60% | +7,481+37.0% | Added |
| Mendel Money Management | 27,695 | $6.45M | 4.02% | −672−2.4% | Reduced |
| American Research & Management Co. | 27,701 | $6.45M | 1.78% | +131+0.5% | Added |
| Pure Financial Advisors, Inc. | 27,721 | $6.46M | 0.38% | +664+2.5% | Added |
| Heartland Bank & Trust Co | 27,743 | $6.46M | 6.18% | −484−1.7% | Reduced |
| Founders Financial Alliance, LLC | 27,823 | $6.48M | 3.30% | +505+1.8% | Added |
| Financial Advisory Service, Inc. | 27,839 | $6.48M | 0.72% | +2,350+9.2% | Added |
| Lorne Steinberg Wealth Management Inc. | 27,850 | $6.49M | 3.15% | −110.0% | Reduced |
| Stelac Advisory Services LLC | 27,926 | $6.51M | 2.96% | +10.0% | Added |
| Congress Park Capital LLC | 27,997 | $6.52M | 4.31% | +330+1.2% | Added |
| Quent Capital, LLC | 28,084 | $6.54M | 1.35% | +2,358+9.2% | Added |
| Greenline Partners, LLC | 28,196 | $6.57M | 1.50% | −7,696−21.4% | Reduced |
| Strategic Investment Advisors | 28,206 | $6.57M | 1.48% | +1,042+3.8% | Added |
| Mirador Capital Partners LP | 28,229 | $6.58M | 1.59% | −402−1.4% | Reduced |
| Versant Capital Management, Inc | 28,303 | $6.59M | 2.58% | −158−0.6% | Reduced |
| Chatham Capital Group, Inc. | 28,316 | $6.59M | 1.62% | +925+3.4% | Added |
| Eukles Asset Management | 28,327 | $6.60M | 4.32% | −140.0% | Reduced |
| FWL Investment Management, LLC | 28,329 | $6.60M | 5.83% | +3,827+15.6% | Added |
| Blodgett Wealth Advisors, LLC | 28,371 | $6.61M | 8.01% | −324−1.1% | Reduced |
| Curbstone Financial Management Corp | 28,374 | $6.61M | 1.64% | −128−0.4% | Reduced |
| SNS Financial Group, LLC | 28,383 | $6.61M | 0.96% | +254+0.9% | Added |
| Cardiff Park Advisors, LLC | 28,389 | $6.61M | 1.04% | −2,342−7.6% | Reduced |
| Founders Capital Management | 28,406 | $6.62M | 5.40% | +69+0.2% | Added |
| Sunbelt Securities, Inc. | 28,437 | $6.62M | 1.40% | +1,069+3.9% | Added |
| Exeter Financial, LLC | 28,445 | $6.63M | 3.85% | +342+1.2% | Added |
| Childress Capital Advisors, LLC | 28,070 | $6.64M | 2.59% | −678−2.4% | Reduced |
| Enterprise Financial Services Corp | 28,494 | $6.64M | 4.95% | +222+0.8% | Added |
| Heritage Wealth Management, LLC | 28,499 | $6.64M | 2.13% | +9,448+49.6% | Added |
| VeraBank, N.A. | 28,626 | $6.67M | 4.20% | −50−0.2% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 28,647 | $6.67M | 2.25% | −2,584−8.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 28,684 | $6.68M | 5.43% | −6,965−19.5% | Reduced |
| LCNB Corp | 28,701 | $6.68M | 3.63% | −338−1.2% | Reduced |
| Siena Capital LLC | 28,701 | $6.68M | 4.36% | +710+2.5% | Added |
| Cooper Creek Partners Management LLC | 28,704 | $6.68M | 0.70% | +13,851+93.3% | Added |
| WESPAC Advisors, LLC | 28,706 | $6.69M | 9.00% | −1,415−4.7% | Reduced |
| Wimmer Associates 1, LLC | 28,801 | $6.69M | 4.43% | −477−1.6% | Reduced |
| Tradition Wealth Management, LLC | 28,739 | $6.69M | 1.01% | +1,463+5.4% | Added |
| Pearl River Capital, LLC | 28,742 | $6.69M | 1.24% | +28,742 | New |
| Highlander Capital Management, LLC | 28,775 | $6.70M | 3.85% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 28,943 | $6.74M | 6.45% | +1,412+5.1% | Added |
| Signet Financial Management, LLC | 28,947 | $6.74M | 1.32% | +161+0.6% | Added |
| Cambridge Financial Group, Inc. | 28,949 | $6.74M | 4.06% | +28,949 | New |
| Parkside Financial Bank & Trust | 28,969 | $6.75M | 2.16% | +19+0.1% | Added |
| Diamant Asset Management, Inc. | 29,003 | $6.75M | 6.55% | +379+1.3% | Added |
| North Growth Management Ltd. | 29,000 | $6.76M | 1.69% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 29,018 | $6.76M | 6.26% | −608−2.1% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 29,026 | $6.76M | 5.60% | +2,202+8.2% | Added |
| Caxton Associates LP | 29,034 | $6.76M | 1.16% | +29,034 | New |
| JNBA Financial Advisors | 29,040 | $6.76M | 1.04% | −667−2.2% | Reduced |