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 |
|---|---|---|---|---|---|
| Madrona Financial Services, LLC | 29,040 | $6.76M | 4.18% | −245−0.8% | Reduced |
| Birch Capital Management, LLC | 29,072 | $6.77M | 5.11% | −1,104−3.7% | Reduced |
| Fort Point Capital Partners LLC | 29,089 | $6.78M | 1.26% | +351+1.2% | Added |
| Oak Harvest Investment Services | 29,089 | $6.78M | 1.81% | +2,067+7.6% | Added |
| Prospector Partners LLC | 29,117 | $6.78M | 1.04% | +10,700+58.1% | Added |
| Resurgent Financial Advisors LLC | 29,165 | $6.79M | 4.69% | +1,445+5.2% | Added |
| Legacy Advisors, LLC | 29,172 | $6.79M | 1.50% | +1,679+6.1% | Added |
| Greenfield Savings Bank | 29,215 | $6.80M | 4.92% | −348−1.2% | Reduced |
| Harrington Investments, INC | 29,245 | $6.81M | 5.30% | −76−0.3% | Reduced |
| S.E.E.D. Planning Group LLC | 29,261 | $6.82M | 3.19% | +983+3.5% | Added |
| Kingfisher Capital LLC | 29,287 | $6.82M | 1.88% | +3,758+14.7% | Added |
| Chelsea Counsel Co | 29,294 | $6.82M | 4.21% | −8,886−23.3% | Reduced |
| Leeward Financial Partners, LLC | 29,332 | $6.83M | 4.90% | +2,607+9.8% | Added |
| Radnor Capital Management, LLC | 29,336 | $6.83M | 1.98% | −43−0.1% | Reduced |
| Delta Investment Management, LLC | 29,369 | $6.84M | 2.96% | −3,630−11.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 29,367 | $6.84M | 5.67% | −115−0.4% | Reduced |
| Frisch Financial Group, Inc. | 29,414 | $6.85M | 2.90% | +996+3.5% | Added |
| AXS Investments LLC | 29,439 | $6.86M | 2.67% | −473−1.6% | Reduced |
| Affinity Wealth Management LLC | 29,438 | $6.86M | 1.71% | +592+2.1% | Added |
| Plancorp, LLC | 29,451 | $6.86M | 0.46% | +1,285+4.6% | Added |
| Geo Capital Gestora de Recursos Ltd | 29,520 | $6.88M | 5.43% | −1,112−3.6% | Reduced |
| Advocate Group LLC | 29,540 | $6.88M | 1.70% | +1,491+5.3% | Added |
| Tandem Capital Management Corp | 28,489 | $6.90M | 5.82% | +50.0% | Added |
| Endurance Wealth Management, Inc. | 29,635 | $6.90M | 1.14% | +3,315+12.6% | Added |
| Drexel Morgan & Co. | 29,643 | $6.90M | 1.66% | 00.0% | Unchanged |
| Keystone Financial Planning, Inc. | 29,701 | $6.92M | 2.66% | +414+1.4% | Added |
| Mystic Asset Management, Inc. | 29,749 | $6.93M | 4.44% | +29+0.1% | Added |
| Gibraltar Capital Management, Inc. | 29,781 | $6.94M | 3.55% | +1,748+6.2% | Added |
| Peoples Financial Services Corp. | 29,808 | $6.94M | 3.58% | −486−1.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 29,826 | $6.95M | 5.13% | −288−1.0% | Reduced |
| Clear Creek Financial Management, LLC | 29,901 | $6.96M | 1.54% | −1,029−3.3% | Reduced |
| David J Yvars Group | 29,926 | $6.97M | 7.75% | −173−0.6% | Reduced |
| Asio Capital, LLC | 29,932 | $6.97M | 2.21% | +384+1.3% | Added |
| Keeler Thomas Management LLC | 29,982 | $6.98M | 3.55% | +7,328+32.3% | Added |
| Menlo Advisors LLC | 29,996 | $6.99M | 4.90% | −2,428−7.5% | Reduced |
| Contravisory Investment Management, Inc. | 29,997 | $6.99M | 2.33% | −628−2.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $6.99M | 2.37% | 00.0% | Unchanged |
| Olstein Capital Management, L.P. | 30,000 | $6.99M | 1.17% | +8,000+36.4% | Added |
| Maxi Investments CY Ltd | 30,000 | $6.99M | 5.29% | +26,000+650.0% | Added |
| Roman Butler Fullerton & Co | 31,002 | $6.99M | 4.44% | −5,537−15.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 30,009 | $6.99M | 0.95% | −700−2.3% | Reduced |
| Meridian Investment Counsel Inc. | 30,043 | $7.00M | 3.11% | +206+0.7% | Added |
| Excalibur Management Corp | 30,068 | $7.00M | 3.92% | +1,031+3.6% | Added |
| Prestige Wealth Management Group LLC | 30,071 | $7.00M | 1.97% | +276+0.9% | Added |
| Evanson Asset Management, LLC | 30,106 | $7.01M | 0.85% | +4,804+19.0% | Added |
| Souders Financial Advisors | 30,114 | $7.01M | 1.90% | +972+3.3% | Added |
| Zullo Investment Group, Inc. | 30,240 | $7.04M | 4.55% | +1,038+3.6% | Added |
| C2C Wealth Management, LLC | 28,311 | $7.05M | 1.38% | −2,101−6.9% | Reduced |
| Waycross Partners, LLC | 30,383 | $7.08M | 4.76% | +523+1.8% | Added |
| Point72 Europe (London) LLP | 30,400 | $7.08M | 2.25% | +30,400 | New |
| Windward Capital Management Co | 30,418 | $7.08M | 0.80% | +191+0.6% | Added |
| Franchise Capital Ltd | 30,449 | $7.09M | 3.09% | +30,449 | New |
| BCJ Capital Management, LLC | 30,468 | $7.10M | 0.75% | −5,999−16.5% | Reduced |
| Enterprise Bank & Trust Co | 30,521 | $7.11M | 3.70% | −63−0.2% | Reduced |
| Davis-Rea Ltd. | 30,561 | $7.12M | 4.57% | −31,253−50.6% | Reduced |
| HM Capital Management, LLC | 30,603 | $7.13M | 4.27% | +68+0.2% | Added |
| Hamel Associates, Inc. | 30,618 | $7.13M | 2.82% | −275−0.9% | Reduced |
| Delta Financial Advisors LLC | 30,665 | $7.14M | 3.79% | +577+1.9% | Added |
| Loudon Investment Management, LLC | 30,679 | $7.14M | 5.68% | −900−2.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 30,706 | $7.15M | 4.10% | −1,105−3.5% | Reduced |
| Northstar Asset Management LLC | 30,735 | $7.16M | 2.39% | −3,815−11.0% | Reduced |
| Roanoke Asset Management Corp | 30,784 | $7.17M | 3.41% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 30,807 | $7.17M | 8.75% | −150.0% | Reduced |
| Capricorn Fund Managers Ltd | 30,810 | $7.18M | 2.25% | −7,672−19.9% | Reduced |
| Nadler Financial Group, Inc. | 30,841 | $7.18M | 1.37% | +220+0.7% | Added |
| Sawyer & Company, Inc | 30,871 | $7.19M | 3.92% | −165−0.5% | Reduced |
| Triangle Securities Wealth Management | 30,901 | $7.20M | 2.94% | −67−0.2% | Reduced |
| Carlson Capital L P | 31,000 | $7.22M | 0.55% | +31,000 | New |
| Buttonwood Financial Advisors Inc. | 30,830 | $7.22M | 6.51% | +285+0.9% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 31,063 | $7.24M | 2.57% | +254+0.8% | Added |
| Regent Peak Wealth Advisors LLC | 31,124 | $7.25M | 2.55% | +256+0.8% | Added |
| CCG Wealth Management, LLC | 31,123 | $7.25M | 4.43% | −88−0.3% | Reduced |
| Bridge Creek Capital Management LLC | 31,144 | $7.25M | 3.12% | +1,167+3.9% | Added |
| Boit C F David | 31,160 | $7.26M | 5.90% | +31,160 | New |
| WealthTrust Axiom LLC | 31,195 | $7.26M | 2.77% | 00.0% | Unchanged |
| Cramer Rosenthal McGlynn LLC | 31,232 | $7.27M | 0.35% | −3,796−10.8% | Reduced |
| Muhlenkamp & Co Inc | 31,285 | $7.29M | 3.25% | +44+0.1% | Added |
| Guardian Wealth Advisors, LLC | 31,311 | $7.29M | 1.36% | +220+0.7% | Added |
| Mandatum Life Insurance Co Ltd | 31,318 | $7.29M | 2.32% | +290+0.9% | Added |
| Blume Capital Management, Inc. | 31,335 | $7.30M | 2.75% | +3,640+13.1% | Added |
| Lakehouse Capital Pty Ltd | 31,442 | $7.32M | 8.02% | +31,442 | New |
| Sirios Capital Management L P | 31,455 | $7.33M | 1.36% | −29,389−48.3% | Reduced |
| Oarsman Capital, Inc. | 31,499 | $7.34M | 3.94% | +360+1.2% | Added |
| Center for Financial Planning, Inc. | 31,556 | $7.35M | 1.96% | −75−0.2% | Reduced |
| Peterson Financial Group, Inc. | 31,696 | $7.38M | 7.18% | +509+1.6% | Added |
| Wintrust Investments LLC | 31,707 | $7.38M | 0.92% | −39,963−55.8% | Reduced |
| Davidson Trust Co | 31,704 | $7.38M | 7.09% | +1,891+6.3% | Added |
| Grove Bank & Trust | 31,722 | $7.39M | 1.83% | +1,113+3.6% | Added |
| Force Hill Capital Management LP | 31,735 | $7.39M | 2.70% | −4,600−12.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 31,814 | $7.41M | 1.23% | −736−2.3% | Reduced |
| Washington Trust Advisors, Inc. | 31,840 | $7.42M | 0.69% | −1,322−4.0% | Reduced |
| Lederer & Associates Investment Counsel | 31,868 | $7.42M | 6.27% | −513−1.6% | Reduced |
| Eastover Investment Advisors LLC | 31,719 | $7.43M | 4.63% | −30.0% | Reduced |
| Roberts Capital Advisors, LLC | 31,919 | $7.43M | 10.77% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 31,920 | $7.43M | 1.89% | +2,950+10.2% | Added |
| TFG Advisers LLC | 31,937 | $7.44M | 4.15% | +20+0.1% | Added |
| Carolinas Wealth Consulting LLC | 107,929 | $7.44M | 1.88% | +422+0.4% | Added |
| Newman Dignan & Sheerar, Inc. | 32,016 | $7.46M | 2.73% | −75−0.2% | Reduced |
| Field & Main Bank | 32,094 | $7.47M | 5.02% | −921−2.8% | Reduced |
| M&R Capital Management Inc | 32,117 | $7.48M | 2.11% | +67+0.2% | Added |