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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Bank of New Hampshire | 45,010 | $10.5M | 3.28% | −753−1.6% | Reduced |
| Eudaimonia Partners, LLC | 45,117 | $10.5M | 2.74% | −23,400−34.2% | Reduced |
| Investment Management of Virginia LLC | 45,166 | $10.5M | 2.27% | +461+1.0% | Added |
| Atom Investors LP | 45,258 | $10.5M | 3.71% | +42,525+1,556.0% | Added |
| Weiss Asset Management LP | 45,270 | $10.5M | 0.28% | +43,160+2,045.5% | Added |
| Unio Capital LLC | 45,385 | $10.6M | 6.39% | −33−0.1% | Reduced |
| Texas Yale Capital Corp. | 45,579 | $10.6M | 0.68% | +378+0.8% | Added |
| Rothschild Capital Partners, LLC | 45,831 | $10.7M | 4.91% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 45,958 | $10.7M | 2.67% | +1,168+2.6% | Added |
| Summit Trail Advisors, LLC | 45,988 | $10.7M | 0.58% | −2,854−5.8% | Reduced |
| Isthmus Partners, LLC | 45,990 | $10.7M | 1.84% | −121−0.3% | Reduced |
| Bourgeon Capital Management LLC | 46,107 | $10.7M | 2.95% | +851+1.9% | Added |
| Somerset Trust Co | 46,110 | $10.7M | 5.00% | −102−0.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 46,149 | $10.7M | 1.46% | +1,547+3.5% | Added |
| Rowland & Co Investment Counsel | 46,156 | $10.7M | 2.90% | −621−1.3% | Reduced |
| Bonness Enterprises Inc | 46,200 | $10.8M | 5.72% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 46,263 | $10.8M | 2.30% | +3,813+9.0% | Added |
| Schechter Investment Advisors, LLC | 46,323 | $10.8M | 1.06% | −6,465−12.2% | Reduced |
| Woodline Partners LP | 46,339 | $10.8M | 0.16% | −170,212−78.6% | Reduced |
| ACG Wealth | 46,341 | $10.8M | 2.47% | −2,862−5.8% | Reduced |
| Foster Victor Wealth Advisors, LLC | 43,767 | $10.8M | 1.57% | +2,164+5.2% | Added |
| Codex Capital, L.L.C. | 46,400 | $10.8M | 9.26% | −3,700−7.4% | Reduced |
| Central Bank & Trust Co | 46,407 | $10.8M | 2.32% | −80.0% | Reduced |
| Archford Capital Strategies, LLC | 46,429 | $10.8M | 2.79% | +3,762+8.8% | Added |
| DT Investment Partners, LLC | 46,467 | $10.8M | 1.77% | −18,356−28.3% | Reduced |
| Proficio Capital Partners LLC | 46,543 | $10.8M | 1.99% | +295+0.6% | Added |
| Live Oak Private Wealth LLC | 46,525 | $10.8M | 2.43% | +794+1.7% | Added |
| Insight Wealth Strategies, LLC | 42,254 | $10.9M | 2.02% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 46,604 | $10.9M | 3.47% | −668−1.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 46,625 | $10.9M | 3.86% | +310+0.7% | Added |
| Rehmann Capital Advisory Group | 46,653 | $10.9M | 1.20% | +461+1.0% | Added |
| Investment Partners, Ltd. | 46,710 | $10.9M | 3.24% | +21,497+85.3% | Added |
| Zweig-DiMenna Associates LLC | 46,753 | $10.9M | 2.37% | +655+1.4% | Added |
| Ervin Investment Management, LLC | 46,764 | $10.9M | 10.79% | −2,125−4.3% | Reduced |
| Patten Group, Inc. | 46,500 | $10.9M | 3.74% | −424−0.9% | Reduced |
| Keebeck Wealth Management, LLC | 46,773 | $10.9M | 2.10% | +3,495+8.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 46,789 | $10.9M | 0.72% | −2,783−5.6% | Reduced |
| Graticule Asia Macro Advisors LLC | 46,800 | $10.9M | 6.05% | +46,800 | New |
| Confluence Wealth Services, Inc. | 46,801 | $10.9M | 4.61% | +46,801 | New |
| 9258 Wealth Management, LLC | 46,830 | $10.9M | 2.79% | −1,702−3.5% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 46,071 | $10.9M | 1.07% | −1,679−3.5% | Reduced |
| World Equity Group, Inc. | 47,055 | $11.0M | 2.77% | +2,004+4.4% | Added |
| Foundations Investment Advisors, LLC | 47,097 | $11.0M | 0.48% | +340+0.7% | Added |
| Circle Wealth Management, LLC | 47,138 | $11.0M | 1.81% | −685−1.4% | Reduced |
| Cypress Asset Management Inc | 47,157 | $11.0M | 4.20% | −185−0.4% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 47,274 | $11.0M | 1.27% | +753+1.6% | Added |
| Thornburg Investment Management Inc | 47,293 | $11.0M | 0.20% | +808+1.7% | Added |
| Strategic Wealth Partners, Ltd. | 47,396 | $11.0M | 2.34% | +3,380+7.7% | Added |
| Old Point Trust & Financial Services N A | 47,496 | $11.1M | 5.56% | −175−0.4% | Reduced |
| Bogart Wealth, LLC | 47,492 | $11.1M | 0.92% | +7,374+18.4% | Added |
| Northwest Bancshares, Inc. | 47,553 | $11.1M | 2.59% | +178+0.4% | Added |
| Biondo Investment Advisors, LLC | 47,518 | $11.1M | 2.56% | +225+0.5% | Added |
| Timber Creek Capital Management LLC | 47,715 | $11.1M | 4.40% | −44−0.1% | Reduced |
| Capital Planning Advisors, LLC | 47,740 | $11.1M | 2.99% | +1,110+2.4% | Added |
| Consolidated Capital Management, LLC | 47,779 | $11.1M | 6.99% | +2,823+6.3% | Added |
| Oakworth Capital, Inc. | 47,850 | $11.1M | 1.23% | −90.0% | Reduced |
| GPM Growth Investors, Inc. | 47,896 | $11.2M | 7.44% | +435+0.9% | Added |
| Crewe Advisors LLC | 47,998 | $11.2M | 2.02% | +3,971+9.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 48,118 | $11.2M | 3.00% | +2,351+5.1% | Added |
| Winch Advisory Services, LLC | 48,138 | $11.2M | 4.82% | +60.0% | Added |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 48,200 | $11.2M | 0.76% | 00.0% | Unchanged |
| McDonald Partners LLC | 48,297 | $11.2M | 4.29% | −15,156−23.9% | Reduced |
| Cozad Asset Management Inc | 48,306 | $11.3M | 1.83% | −1,211−2.4% | Reduced |
| JCIC Asset Management Inc. | 48,480 | $11.3M | 5.19% | −1,777−3.5% | Reduced |
| Family Management Corp | 48,425 | $11.3M | 3.02% | −1,009−2.0% | Reduced |
| Hedeker Wealth, LLC | 48,527 | $11.3M | 4.40% | −4,262−8.1% | Reduced |
| Apella Capital, LLC | 48,565 | $11.3M | 1.32% | +771+1.6% | Added |
| Moloney Securities Asset Management, LLC | 48,614 | $11.3M | 2.74% | −2,143−4.2% | Reduced |
| Atlas Capital Advisors LLC | 48,648 | $11.3M | 2.07% | +110.0% | Added |
| Old Second National Bank of Aurora | 48,667 | $11.3M | 3.49% | −1,593−3.2% | Reduced |
| Greystone Financial Group, LLC | 48,672 | $11.3M | 3.85% | +14,476+42.3% | Added |
| Stoneridge Investment Partners LLC | 48,700 | $11.3M | 6.67% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 48,701 | $11.3M | 5.47% | +3,425+7.6% | Added |
| K.J. Harrison & Partners Inc | 48,712 | $11.3M | 4.01% | −765−1.5% | Reduced |
| Wells Trecaso Financial Group, LLC | 48,873 | $11.4M | 6.25% | +235+0.5% | Added |
| Iowa State Bank | 49,012 | $11.4M | 3.25% | −144−0.3% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 49,050 | $11.4M | 11.37% | −950−1.9% | Reduced |
| Nishkama Capital, LLC | 49,100 | $11.4M | 5.10% | +49,100 | New |
| Boyd Watterson Asset Management LLC | 49,108 | $11.4M | 5.20% | −113−0.2% | Reduced |
| Continuum Advisory, LLC | 49,175 | $11.5M | 2.02% | +2,846+6.1% | Added |
| Aspiriant, LLC | 49,259 | $11.5M | 0.56% | +3,082+6.7% | Added |
| Broderick Brian C | 49,327 | $11.5M | 3.59% | +55+0.1% | Added |
| Harbor Island Capital LLC | 49,339 | $11.5M | 8.03% | −1,648−3.2% | Reduced |
| Montecito Bank & Trust | 49,350 | $11.5M | 2.99% | −104−0.2% | Reduced |
| Duncker Streett & Co Inc | 49,350 | $11.5M | 2.98% | −62−0.1% | Reduced |
| Capital City Trust Co | 49,725 | $11.6M | 4.06% | −553−1.1% | Reduced |
| Liberty One Investment Management, LLC | 49,745 | $11.6M | 1.91% | +11,238+29.2% | Added |
| First National Bank & Trust Co of Newtown | 49,802 | $11.6M | 2.81% | −433−0.9% | Reduced |
| Avantax Planning Partners, Inc. | 49,840 | $11.6M | 0.52% | +885+1.8% | Added |
| Hamilton Wealth, LLC | 49,856 | $11.6M | 4.91% | +2,419+5.1% | Added |
| ICONIQ Capital, LLC | 49,857 | $11.6M | 0.14% | +33,241+200.1% | Added |
| Forum Financial Management, LP | 49,894 | $11.6M | 0.56% | +2,920+6.2% | Added |
| Good Life Advisors, LLC | 49,901 | $11.6M | 1.71% | +1,290+2.7% | Added |
| Gabalex Capital Management LLC | 50,000 | $11.6M | 6.42% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 50,006 | $11.6M | 3.73% | −975−1.9% | Reduced |
| Security National Bank | 50,034 | $11.7M | 3.25% | −403−0.8% | Reduced |
| Morse Asset Management, Inc | 50,200 | $11.7M | 4.41% | −2,605−4.9% | Reduced |
| McGuire Investment Group, LLC | 50,234 | $11.7M | 2.67% | +874+1.8% | Added |
| Hilltop Holdings Inc. | 50,244 | $11.7M | 1.59% | +1,409+2.9% | Added |
| Valicenti Advisory Services Inc | 50,292 | $11.7M | 4.28% | +253+0.5% | Added |