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 |
|---|---|---|---|---|---|
| LVW Advisors, LLC | 32,138 | $7.49M | 1.69% | +304+1.0% | Added |
| Cornerstone Advisory, LLC | 32,273 | $7.52M | 1.68% | +1,064+3.4% | Added |
| Triasima Portfolio Management inc. | 32,340 | $7.53M | 0.61% | −4,438−12.1% | Reduced |
| Chesapeake Wealth Management | 32,411 | $7.55M | 3.45% | −269−0.8% | Reduced |
| Wisconsin Capital Management LLC | 32,457 | $7.56M | 5.91% | −1,981−5.8% | Reduced |
| Notis-McConarty Edward | 32,498 | $7.57M | 3.38% | −213−0.7% | Reduced |
| Gateway Advisory, LLC | 32,538 | $7.58M | 1.88% | +9,423+40.8% | Added |
| Carmichael Hill & Associates, Inc. | 32,547 | $7.58M | 4.42% | +32+0.1% | Added |
| Penbrook Management LLC | 32,698 | $7.62M | 6.55% | +57+0.2% | Added |
| Summit X, LLC | 32,744 | $7.62M | 2.25% | +1,202+3.8% | Added |
| Oxler Private Wealth LLC | 32,677 | $7.62M | 4.29% | −45−0.1% | Reduced |
| Warren Averett Asset Management, LLC | 32,729 | $7.62M | 0.54% | +9,382+40.2% | Added |
| Sendero Wealth Management, LLC | 32,843 | $7.65M | 3.18% | +3,490+11.9% | Added |
| Nixon Peabody Trust Co | 32,894 | $7.66M | 6.50% | −25,587−43.8% | Reduced |
| Northside Capital Management, LLC | 32,931 | $7.67M | 2.49% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 32,681 | $7.68M | 4.66% | +691+2.2% | Added |
| Interval Partners, LP | 33,000 | $7.69M | 0.45% | +18,000+120.0% | Added |
| White Pine Investment CO | 33,038 | $7.70M | 3.19% | −1,239−3.6% | Reduced |
| DFPG Investments, LLC | 31,803 | $7.70M | 3.27% | +2,068+7.0% | Added |
| Hixon Zuercher, LLC | 33,073 | $7.70M | 4.92% | +1,569+5.0% | Added |
| Bray Capital Advisors | 33,083 | $7.71M | 2.41% | +99+0.3% | Added |
| Citizens & Northern Corp | 33,089 | $7.71M | 3.61% | +46+0.1% | Added |
| S&T Bank | 33,113 | $7.71M | 1.49% | −2,544−7.1% | Reduced |
| Unionview, LLC | 33,155 | $7.72M | 8.81% | −77−0.2% | Reduced |
| Nicolet Bankshares Inc | 33,181 | $7.73M | 2.21% | −1,141−3.3% | Reduced |
| Trust Co of Oklahoma | 33,179 | $7.73M | 3.89% | +113+0.3% | Added |
| Junson Asset Management (Hong Kong) Ltd | 33,212 | $7.74M | 5.25% | −86,800−72.3% | Reduced |
| Twin Tree Management, LP | 33,319 | $7.76M | 0.21% | +33,319 | New |
| Heron Bay Capital Management | 33,358 | $7.77M | 5.30% | +4,897+17.2% | Added |
| TCI Wealth Advisors, Inc. | 33,368 | $7.77M | 1.26% | +110+0.3% | Added |
| United Capital Management of KS, Inc. | 33,367 | $7.77M | 3.64% | +342+1.0% | Added |
| Westover Capital Advisors, LLC | 33,381 | $7.77M | 2.97% | +867+2.7% | Added |
| Carderock Capital Management Inc | 33,462 | $7.79M | 3.98% | −1,705−4.8% | Reduced |
| Uncommon Cents Investing LLC | 33,500 | $7.80M | 3.28% | −522−1.5% | Reduced |
| Tiemann Investment Advisors, LLC | 33,512 | $7.80M | 5.06% | −5,374−13.8% | Reduced |
| Concentric Wealth Management, LLC | 33,514 | $7.80M | 2.88% | +535+1.6% | Added |
| Cambridge Advisors Inc. | 33,529 | $7.81M | 2.24% | −270−0.8% | Reduced |
| Shepherd Financial Partners LLC | 33,588 | $7.82M | 1.53% | +1,037+3.2% | Added |
| MidWestOne Financial Group, Inc. | 33,621 | $7.83M | 1.99% | +586+1.8% | Added |
| White Pine Capital LLC | 33,720 | $7.85M | 3.27% | −874−2.5% | Reduced |
| Chronos Wealth Management, LLC | 33,746 | $7.86M | 6.50% | −1,334−3.8% | Reduced |
| First Bank & Trust | 33,762 | $7.86M | 2.89% | +2,034+6.4% | Added |
| EverSource Wealth Advisors, LLC | 33,777 | $7.87M | 1.80% | +3,079+10.0% | Added |
| Raab & Moskowitz Asset Management LLC | 33,817 | $7.88M | 3.31% | −395−1.2% | Reduced |
| Carlson Capital Management | 33,820 | $7.88M | 0.67% | −192−0.6% | Reduced |
| Marshall & Sullivan Inc | 33,855 | $7.88M | 5.45% | −70.0% | Reduced |
| Consolidated Investment Group LLC | 33,889 | $7.89M | 1.71% | +4,000+13.4% | Added |
| Spreng Capital Management, Inc. | 33,950 | $7.91M | 7.00% | −3,333−8.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 33,958 | $7.91M | 2.43% | +761+2.3% | Added |
| Benjamin Edwards Inc | 33,960 | $7.91M | 2.37% | +2,572+8.2% | Added |
| Phraction Management LLC | 33,961 | $7.91M | 5.97% | +2,550+8.1% | Added |
| Sandbox Financial Partners, LLC | 33,977 | $7.91M | 5.79% | −922−2.6% | Reduced |
| Clarity Financial LLC | 34,027 | $7.92M | 1.86% | +734+2.2% | Added |
| Inscription Capital, LLC | 34,037 | $7.93M | 2.24% | +763+2.3% | Added |
| Wealth Advisors, Inc. | 34,060 | $7.93M | 4.04% | −99−0.3% | Reduced |
| Financial Perspectives, Inc | 34,085 | $7.94M | 4.45% | +1,185+3.6% | Added |
| Bedel Financial Consulting, Inc. | 34,899 | $7.95M | 2.11% | +1,484+4.4% | Added |
| Hollow Brook Wealth Management LLC | 34,235 | $7.97M | 4.53% | +528+1.6% | Added |
| Harbour Capital Advisors, LLC | 34,793 | $7.98M | 2.77% | −37−0.1% | Reduced |
| Martin & Co Inc | 34,253 | $7.98M | 2.37% | +715+2.1% | Added |
| Carroll Investors, Inc | 34,238 | $7.98M | 6.43% | +1,798+5.5% | Added |
| Dumont & Blake Investment Advisors LLC | 34,279 | $7.98M | 2.99% | −1,016−2.9% | Reduced |
| Brightworth | 34,298 | $7.99M | 0.86% | +3,159+10.1% | Added |
| Front Row Advisors LLC | 34,363 | $8.00M | 4.14% | −176−0.5% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 34,387 | $8.01M | 3.30% | +151+0.4% | Added |
| Pegasus Partners Ltd. | 34,410 | $8.01M | 1.64% | −31−0.1% | Reduced |
| Redwood Investment Management, LLC | 34,449 | $8.02M | 1.69% | +21,423+164.5% | Added |
| Lafayette Investments, Inc. | 34,533 | $8.04M | 2.48% | +1,036+3.1% | Added |
| BNC Wealth Management, LLC | 34,607 | $8.06M | 4.87% | −909−2.6% | Reduced |
| Villere St Denis J & Co LLC | 34,623 | $8.06M | 0.64% | +3,042+9.6% | Added |
| GM Advisory Group, Inc. | 34,634 | $8.07M | 1.01% | +613+1.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 33,528 | $8.07M | 6.59% | +3,342+11.1% | Added |
| Connolly Sarah T. | 34,747 | $8.09M | 5.93% | −477−1.4% | Reduced |
| Avestar Capital, LLC | 34,778 | $8.10M | 2.25% | −951−2.7% | Reduced |
| Summit Financial Group Inc | 34,821 | $8.11M | 3.37% | +143+0.4% | Added |
| Advanced Asset Management Advisors Inc | 34,840 | $8.11M | 2.22% | +31+0.1% | Added |
| Fairfield, Bush & Co. | 34,889 | $8.13M | 5.74% | −2,851−7.6% | Reduced |
| Bremer Bank National Association | 34,941 | $8.14M | 1.81% | −5,162−12.9% | Reduced |
| Herold Advisors, Inc. | 34,961 | $8.14M | 3.96% | +1,795+5.4% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 35,024 | $8.16M | 2.89% | −1,071−3.0% | Reduced |
| RMR Wealth Builders | 35,150 | $8.19M | 2.00% | +2,894+9.0% | Added |
| AIMZ Investment Advisors, LLC | 35,183 | $8.19M | 4.15% | +20.0% | Added |
| JB Capital LLC | 35,191 | $8.20M | 0.90% | +8,318+31.0% | Added |
| Aries Wealth Management | 35,327 | $8.20M | 3.63% | −79−0.2% | Reduced |
| Stokes Capital Advisors, LLC | 35,276 | $8.22M | 3.06% | +525+1.5% | Added |
| Sargent Bickham Lagudis LLC | 35,330 | $8.23M | 0.74% | −493−1.4% | Reduced |
| Parkwood LLC | 35,472 | $8.26M | 1.76% | −3,553−9.1% | Reduced |
| Avitas Wealth Management LLC | 35,547 | $8.28M | 1.90% | −24,818−41.1% | Reduced |
| Prospect Capital Advisors, LLC | 35,600 | $8.29M | 4.37% | +4,850+15.8% | Added |
| Bank Ozk | 35,645 | $8.30M | 4.51% | +402+1.1% | Added |
| Claro Advisors LLC | 32,411 | $8.32M | 3.31% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 35,765 | $8.33M | 0.50% | −147−0.4% | Reduced |
| Brown Miller Wealth Management, LLC | 35,826 | $8.34M | 5.92% | +972+2.8% | Added |
| Orca Investment Management, LLC | 35,830 | $8.35M | 10.89% | −679−1.9% | Reduced |
| 44 Wealth Management LLC | 35,982 | $8.38M | 3.45% | +278+0.8% | Added |
| Prudence Investment Management (Hong Kong) Ltd. | 36,000 | $8.38M | 10.72% | +36,000 | New |
| Aevitas Wealth Management, Inc. | 36,069 | $8.40M | 6.31% | +451+1.3% | Added |
| Procyon Private Wealth Partners, LLC | 36,087 | $8.40M | 2.05% | −226−0.6% | Reduced |
| Financial Engines Advisors L.L.C. | 36,097 | $8.41M | 0.03% | +869+2.5% | Added |
| Mattern Capital Management, LLC | 36,108 | $8.41M | 1.75% | −659−1.8% | Reduced |