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 |
|---|---|---|---|---|---|
| Udine Wealth Management, Inc. | 36,177 | $8.43M | 13.31% | +2,577+7.7% | Added |
| Warther Private Wealth, LLC | 36,354 | $8.47M | 6.70% | +2,186+6.4% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 36,377 | $8.47M | 1.05% | +3,421+10.4% | Added |
| Ascent Wealth Partners, LLC | 36,460 | $8.49M | 2.02% | −1,084−2.9% | Reduced |
| XXEC, Inc. | 36,463 | $8.49M | 7.31% | −165−0.5% | Reduced |
| Hillman Capital Management, Inc. | 36,470 | $8.49M | 3.53% | +423+1.2% | Added |
| BDO Wealth Advisors, LLC | 36,543 | $8.51M | 1.13% | +132+0.4% | Added |
| Biltmore Family Office, LLC | 36,577 | $8.52M | 1.95% | +1,546+4.4% | Added |
| Cohen Lawrence B | 36,635 | $8.53M | 6.58% | −2,341−6.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 36,645 | $8.54M | 0.74% | +30,106+460.4% | Added |
| Columbia Trust Co 01012016 | 36,675 | $8.54M | 4.82% | +1,118+3.1% | Added |
| Citizens Business Bank | 36,699 | $8.55M | 2.08% | −53,247−59.2% | Reduced |
| Stonnington Group, LLC | 36,149 | $8.55M | 2.41% | −763−2.1% | Reduced |
| Oak Grove Capital LLC | 36,784 | $8.57M | 2.93% | +1,061+3.0% | Added |
| Soundmark Wealth Management, LLC | 36,807 | $8.57M | 6.01% | +23+0.1% | Added |
| Red Door Wealth Management, LLC | 36,897 | $8.59M | 3.26% | +332+0.9% | Added |
| Voya Financial Advisors, Inc. | 36,192 | $8.60M | 1.11% | +1,579+4.6% | Added |
| Chase Investment Counsel Corp | 36,968 | $8.61M | 5.45% | −7,504−16.9% | Reduced |
| Citizens National Bank Trust Department | 36,965 | $8.61M | 2.66% | −339−0.9% | Reduced |
| Union Heritage Capital, LLC | 37,000 | $8.62M | 5.72% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 37,000 | $8.62M | 2.45% | +37,000 | New |
| Proem Advisors LLC | 37,000 | $8.62M | 14.27% | +37,000 | New |
| Trustmark National Bank Trust Department | 37,011 | $8.62M | 0.83% | −1,897−4.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 37,065 | $8.63M | 3.32% | +1,544+4.3% | Added |
| Searle & Co. | 37,087 | $8.64M | 3.32% | −800−2.1% | Reduced |
| GDS Wealth Management | 37,098 | $8.64M | 1.92% | +6,933+23.0% | Added |
| John G Ullman & Associates Inc | 37,104 | $8.64M | 1.51% | −150−0.4% | Reduced |
| IPG Investment Advisors LLC | 37,121 | $8.65M | 2.42% | +1,092+3.0% | Added |
| HAP Trading, LLC | 37,135 | $8.65M | 1.12% | +21,501+137.5% | Added |
| IFG Advisory, LLC | 37,181 | $8.66M | 0.79% | +5,839+18.6% | Added |
| ARGI Investment Services, LLC | 37,217 | $8.67M | 0.30% | −109−0.3% | Reduced |
| Corsair Capital Management, L.P. | 37,218 | $8.67M | 3.84% | −70.0% | Reduced |
| Copeland Capital Management, LLC | 37,222 | $8.67M | 0.29% | −1,327−3.4% | Reduced |
| Quantbot Technologies LP | 37,276 | $8.68M | 0.66% | +16,912+83.0% | Added |
| Aperture Investors, LLC | 37,327 | $8.69M | 1.42% | −350−0.9% | Reduced |
| Brave Asset Management Inc | 37,339 | $8.70M | 4.47% | +273+0.7% | Added |
| Okabena Investment Services Inc | 37,413 | $8.71M | 4.21% | +8,510+29.4% | Added |
| Little House Capital LLC | 37,451 | $8.72M | 4.64% | +3,021+8.8% | Added |
| Benson Investment Management Company, Inc. | 37,481 | $8.73M | 6.15% | −167−0.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 37,502 | $8.73M | 2.59% | −390−1.0% | Reduced |
| Abbot Financial Management, Inc. | 37,566 | $8.75M | 6.23% | −4,781−11.3% | Reduced |
| NEIRG Wealth Management, LLC | 37,618 | $8.76M | 1.75% | −1,526−3.9% | Reduced |
| Selway Asset Management | 37,634 | $8.77M | 5.11% | −449−1.2% | Reduced |
| Maven Securities LTD | 37,648 | $8.77M | 0.41% | +30,684+440.6% | Added |
| Kesler, Norman & Wride, LLC | 37,816 | $8.81M | 2.45% | +1,278+3.5% | Added |
| SeaBridge Investment Advisors LLC | 37,842 | $8.81M | 3.07% | +845+2.3% | Added |
| First Personal Financial Services | 37,866 | $8.82M | 2.56% | +80.0% | Added |
| Vishria Bird Financial Group, LLC | 38,025 | $8.86M | 5.96% | −87−0.2% | Reduced |
| First Washington CORP | 38,034 | $8.86M | 4.47% | −7,722−16.9% | Reduced |
| Paradigm Financial Partners, LLC | 35,899 | $8.86M | 2.75% | +230+0.6% | Added |
| Financial Partners Group, Inc | 38,055 | $8.86M | 2.33% | +282+0.7% | Added |
| Salem Capital Management Inc | 38,061 | $8.86M | 7.02% | −341−0.9% | Reduced |
| Old Port Advisors | 35,622 | $8.88M | 3.53% | +64+0.2% | Added |
| Gryphon Financial Partners LLC | 38,157 | $8.89M | 2.29% | −681−1.8% | Reduced |
| Krilogy Financial LLC | 38,167 | $8.89M | 1.06% | −1,514−3.8% | Reduced |
| M. Kulyk & Associates, LLC | 38,183 | $8.89M | 3.09% | +896+2.4% | Added |
| Kerrisdale Advisers, LLC | 38,248 | $8.91M | 2.16% | −20,094−34.4% | Reduced |
| Baldwin Investment Management, LLC | 38,261 | $8.91M | 3.44% | −543−1.4% | Reduced |
| Smithbridge Asset Management Inc | 38,335 | $8.93M | 3.66% | −93−0.2% | Reduced |
| Pegasus Asset Management, Inc. | 38,341 | $8.93M | 5.05% | −229−0.6% | Reduced |
| Kavar Capital Partners Group, LLC | 38,439 | $8.95M | 2.28% | +1,506+4.1% | Added |
| Providence Capital Advisors, LLC | 38,492 | $8.96M | 2.69% | +5,608+17.1% | Added |
| Harrell Investment Partners, LLC | 38,533 | $8.97M | 3.75% | −1,786−4.4% | Reduced |
| Bill Few Associates, Inc. | 38,536 | $8.97M | 6.07% | −234−0.6% | Reduced |
| RiverPark Advisors, LLC | 38,559 | $8.98M | 2.92% | −5,982−13.4% | Reduced |
| American Trust | 38,594 | $8.99M | 0.76% | −6,332−14.1% | Reduced |
| Humankind Investments LLC | 38,590 | $8.99M | 4.33% | +750+2.0% | Added |
| HPC Germany GmbH & Co. KG | 38,618 | $8.99M | 14.79% | 00.0% | Unchanged |
| Platform Technology Partners | 38,651 | $9.00M | 5.13% | +266+0.7% | Added |
| Potrero Capital Research LLC | 38,694 | $9.01M | 6.16% | 00.0% | Unchanged |
| Light Street Capital Management, LLC | 38,727 | $9.02M | 2.29% | −2,082−5.1% | Reduced |
| Horizon Wealth Management, LLC | 38,736 | $9.02M | 6.61% | +607+1.6% | Added |
| Tranquility Partners, LLC | 38,805 | $9.04M | 5.03% | +222+0.6% | Added |
| Beach Investment Counsel Inc | 38,815 | $9.04M | 1.29% | −257−0.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 38,863 | $9.05M | 0.81% | −624−1.6% | Reduced |
| BerganKDV Wealth Management, LLC | 38,872 | $9.05M | 1.08% | +1,000+2.6% | Added |
| Puzo Michael J | 38,889 | $9.06M | 3.44% | +130+0.3% | Added |
| Bishop Rock Capital, L.P. | 38,911 | $9.06M | 6.28% | +17,648+83.0% | Added |
| Solidarilty Wealth, LLC | 39,835 | $9.08M | 5.26% | +2,481+6.6% | Added |
| RDST Capital LLC | 39,020 | $9.09M | 6.75% | +5,445+16.2% | Added |
| Moser Wealth Advisors, LLC | 39,238 | $9.14M | 7.14% | −428−1.1% | Reduced |
| Financial Architects, Inc | 39,364 | $9.17M | 1.60% | +39,364 | New |
| Capital Asset Advisory Services LLC | 39,378 | $9.17M | 1.19% | +2,510+6.8% | Added |
| Whitener Capital Management, Inc. | 39,492 | $9.20M | 4.35% | +1,422+3.7% | Added |
| CX Institutional | 39,599 | $9.22M | 0.64% | +1,925+5.1% | Added |
| NBW Capital LLC | 39,625 | $9.23M | 2.47% | +3,316+9.1% | Added |
| Kidder Stephen W | 39,637 | $9.23M | 3.77% | −365−0.9% | Reduced |
| CFO4Life Group, LLC | 39,644 | $9.23M | 2.46% | +745+1.9% | Added |
| FinTrust Capital Advisors, LLC | 38,759 | $9.24M | 2.39% | −195−0.5% | Reduced |
| Resonate Capital, LLC | 39,796 | $9.27M | 13.84% | −16,469−29.3% | Reduced |
| LGT Fund Management Co Ltd. | 39,800 | $9.27M | 4.35% | −171,464−81.2% | Reduced |
| CRA Financial Services, LLC | 39,813 | $9.27M | 3.34% | +140.0% | Added |
| Bloom Tree Partners, LLC | 39,840 | $9.28M | 3.48% | −7,486−15.8% | Reduced |
| Cumberland Advisors Inc | 39,930 | $9.30M | 3.70% | −510−1.3% | Reduced |
| Bulltick Wealth Management, LLC | 39,964 | $9.31M | 2.80% | −14,280−26.3% | Reduced |
| Northwest Capital Management Inc | 40,116 | $9.34M | 5.41% | −111−0.3% | Reduced |
| Bridgewater Advisors Inc. | 40,180 | $9.36M | 2.59% | +17,736+79.0% | Added |
| NVWM, LLC | 40,207 | $9.37M | 3.72% | −245−0.6% | Reduced |
| Prelude Capital Management, LLC | 40,249 | $9.37M | 0.47% | −10,089−20.0% | Reduced |
| Ravenstone Capital Management Inc. | 40,272 | $9.38M | 8.22% | +136+0.3% | Added |