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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Management, LLC | 56,519 | $13.2M | 1.47% | +1,084+2.0% | Added |
| Fragasso Group Inc. | 56,711 | $13.2M | 1.87% | +3,064+5.7% | Added |
| Baker Ellis Asset Management LLC | 56,758 | $13.2M | 2.88% | +620+1.1% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 55,729 | $13.2M | 3.06% | 00.0% | Unchanged |
| Independent Investors Inc | 56,806 | $13.2M | 3.76% | −255−0.4% | Reduced |
| Bessemer Securities LLC | 56,885 | $13.2M | 4.76% | −2,950−4.9% | Reduced |
| Hendley & Co Inc | 56,903 | $13.3M | 6.11% | −135−0.2% | Reduced |
| Meridian Wealth Advisors, LLC | 57,077 | $13.3M | 3.74% | −959−1.7% | Reduced |
| Annex Advisory Services, LLC | 57,119 | $13.3M | 0.90% | +4,766+9.1% | Added |
| Act Two Investors LLC | 57,196 | $13.3M | 13.48% | −91−0.2% | Reduced |
| Investment Advisory Services Inc | 57,289 | $13.3M | 7.97% | −197−0.3% | Reduced |
| Harbour Investments, Inc. | 52,059 | $13.4M | 0.90% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 57,463 | $13.4M | 3.24% | −1,086−1.9% | Reduced |
| De Burlo Group Inc | 57,481 | $13.4M | 3.19% | +46,659+431.1% | Added |
| Monarch Capital Management Inc | 57,681 | $13.4M | 4.38% | −1,932−3.2% | Reduced |
| Augustine Asset Management Inc | 57,683 | $13.4M | 8.83% | +172+0.3% | Added |
| Osher Van de Voorde Investment Management | 57,732 | $13.4M | 3.71% | +4,953+9.4% | Added |
| BIT Capital GmbH | 57,777 | $13.5M | 2.59% | −2,458−4.1% | Reduced |
| Trybe Capital Management LP | 57,838 | $13.5M | 13.46% | −3,614−5.9% | Reduced |
| Plimoth Trust Co LLC | 57,873 | $13.5M | 4.66% | −587−1.0% | Reduced |
| Kovack Advisors, Inc. | 57,989 | $13.5M | 1.98% | −6,141−9.6% | Reduced |
| Csenge Advisory Group | 58,158 | $13.5M | 1.12% | +380+0.7% | Added |
| City Holding Co | 58,218 | $13.6M | 2.69% | −1,020−1.7% | Reduced |
| Glen Eagle Advisors, LLC | 58,257 | $13.6M | 3.94% | −1,583−2.6% | Reduced |
| Berkshire Bank | 58,399 | $13.6M | 4.16% | −304−0.5% | Reduced |
| Marietta Investment Partners LLC | 61,487 | $13.6M | 4.04% | +36+0.1% | Added |
| TrinityPoint Wealth, LLC | 58,459 | $13.6M | 3.11% | +1,181+2.1% | Added |
| Miramar Capital, LLC | 60,835 | $13.7M | 3.76% | +10,186+20.1% | Added |
| Diligent Investors, LLC | 58,752 | $13.7M | 4.88% | −61−0.1% | Reduced |
| Pavion Blue Capital, LLC | 58,800 | $13.7M | 9.83% | −69−0.1% | Reduced |
| Motley Fool Wealth Management, LLC | 58,905 | $13.7M | 0.90% | +813+1.4% | Added |
| Graypoint LLC | 58,938 | $13.7M | 1.77% | −2,753−4.5% | Reduced |
| EULAV Asset Management | 59,012 | $13.7M | 0.61% | −4,015−6.4% | Reduced |
| YorkBridge Wealth Partners, LLC | 59,062 | $13.8M | 3.55% | +3,077+5.5% | Added |
| NatWest Group plc | 59,092 | $13.8M | 7.99% | +10,038+20.5% | Added |
| Alley Investment Management Company, LLC | 59,162 | $13.8M | 2.75% | +89+0.2% | Added |
| Makena Capital Management LLC | 59,346 | $13.8M | 2.30% | −7,725−11.5% | Reduced |
| Focus Financial Network, Inc. | 59,442 | $13.8M | 1.20% | +1,973+3.4% | Added |
| Ascent Group, LLC | 59,707 | $13.9M | 1.69% | +4,487+8.1% | Added |
| Regent Investment Management LLC | 59,573 | $13.9M | 4.05% | +725+1.2% | Added |
| Knuff & Co LLC | 59,634 | $13.9M | 6.57% | −882−1.5% | Reduced |
| Zuckerman Investment Group, LLC | 59,782 | $13.9M | 2.61% | +1,658+2.9% | Added |
| Princeton Global Asset Management LLC | 59,796 | $13.9M | 4.86% | +50.0% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 60,000 | $14.0M | 6.42% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 60,014 | $14.0M | 3.02% | +2,794+4.9% | Added |
| Allied Investment Advisors, LLC | 60,181 | $14.0M | 5.23% | +807+1.4% | Added |
| Schwerin Boyle Capital Management Inc | 60,210 | $14.0M | 1.53% | −700−1.1% | Reduced |
| Wealthcare Advisory Partners LLC | 60,294 | $14.0M | 0.80% | +4,818+8.7% | Added |
| Trustcore Financial Services, LLC | 60,407 | $14.1M | 1.34% | −454−0.7% | Reduced |
| Joel Isaacson & Co., LLC | 60,565 | $14.1M | 1.22% | +1,778+3.0% | Added |
| SevenBridge Financial Group, LLC | 60,610 | $14.1M | 4.78% | +5,797+10.6% | Added |
| Adalta Capital Management LLC | 60,625 | $14.1M | 10.14% | −1,860−3.0% | Reduced |
| Vista Equity Partners Management, LLC | 60,700 | $14.1M | 0.23% | +626+1.0% | Added |
| Mather Group, LLC. | 60,851 | $14.2M | 0.31% | +2,584+4.4% | Added |
| Columbus Hill Capital Management, L.P. | 61,034 | $14.2M | 5.07% | 00.0% | Unchanged |
| Comerica Securities,inc. | 61,071 | $14.2M | 1.17% | +3,537+6.1% | Added |
| DCM Advisors, LLC | 61,117 | $14.2M | 7.15% | −7,996−11.6% | Reduced |
| WoodTrust Financial Corp | 61,201 | $14.3M | 3.21% | +1,116+1.9% | Added |
| Zions Bancorporation, N.A. | 61,208 | $14.3M | 1.49% | −674−1.1% | Reduced |
| Segment Wealth Management, LLC | 61,404 | $14.3M | 1.79% | +3,972+6.9% | Added |
| Gratus Capital LLC | 61,451 | $14.3M | 1.52% | +6,135+11.1% | Added |
| Sound View Wealth Advisors Group, LLC | 61,488 | $14.3M | 3.21% | +102+0.2% | Added |
| RKL Wealth Management LLC | 61,510 | $14.3M | 2.06% | +619+1.0% | Added |
| Laurel Wealth Advisors LLC | 61,535 | $14.3M | 3.64% | +1,536+2.6% | Added |
| Northstar Asset Management Inc | 61,631 | $14.4M | 4.97% | +547+0.9% | Added |
| Headinvest, LLC | 61,900 | $14.4M | 3.45% | +321+0.5% | Added |
| Balboa Wealth Partners | 61,968 | $14.4M | 6.35% | +61,968 | New |
| Stokes Family Office, LLC | 62,064 | $14.5M | 2.06% | +1,480+2.4% | Added |
| Cornerstone Wealth Group, LLC | 62,142 | $14.5M | 3.20% | +1,193+2.0% | Added |
| R.m.sincerbeaux Capital Management LLC | 62,151 | $14.5M | 11.39% | 00.0% | Unchanged |
| Camden National Bank | 62,228 | $14.5M | 3.23% | −484−0.8% | Reduced |
| Vident Investment Advisory, LLC | 77,536 | $14.5M | 0.47% | +7,563+10.8% | Added |
| EFG Asset Management (Americas) Corp. | 62,170 | $14.5M | 3.67% | −2,221−3.4% | Reduced |
| Ronald Blue Trust, Inc. | 56,759 | $14.6M | 0.26% | +4,304+8.2% | Added |
| Harvey Capital Management Inc | 62,625 | $14.6M | 6.32% | −235−0.4% | Reduced |
| BRX Global LP | 62,634 | $14.6M | 17.77% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 62,688 | $14.6M | 8.97% | −115−0.2% | Reduced |
| Harbour Investment Management LLC | 62,734 | $14.6M | 9.15% | −204−0.3% | Reduced |
| Haverford Financial Services, Inc. | 62,744 | $14.6M | 4.48% | −270.0% | Reduced |
| Huber Capital Management LLC | 63,046 | $14.7M | 4.12% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 63,135 | $14.7M | 3.82% | −574−0.9% | Reduced |
| Cheviot Value Management, LLC | 63,312 | $14.7M | 4.03% | −948−1.5% | Reduced |
| Trexquant Investment LP | 63,399 | $14.8M | 0.52% | +54,431+606.9% | Added |
| Stonebridge Capital Management Inc | 63,407 | $14.8M | 7.63% | −5,963−8.6% | Reduced |
| Buckhead Capital Management LLC | 63,473 | $14.8M | 3.83% | −617−1.0% | Reduced |
| Valley National Advisers Inc | 61,993 | $14.8M | 3.08% | −317−0.5% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 63,583 | $14.8M | 3.40% | +63,583 | New |
| Legacy Private Trust Co. | 63,599 | $14.8M | 1.41% | +2,484+4.1% | Added |
| Parker Investment Management, LLC | 63,656 | $14.8M | 4.85% | −117−0.2% | Reduced |
| Court Place Advisors, LLC | 63,698 | $14.8M | 5.97% | −274−0.4% | Reduced |
| Middleton & Co Inc | 63,853 | $14.9M | 2.26% | −1,858−2.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 64,030 | $14.9M | 1.92% | +2,587+4.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 64,300 | $15.0M | 6.54% | −3,400−5.0% | Reduced |
| Altrafin AG | 64,299 | $15.0M | 8.97% | −1,520−2.3% | Reduced |
| Leuthold Group, LLC | 64,370 | $15.0M | 2.26% | −1,302−2.0% | Reduced |
| Nicollet Investment Management, Inc. | 64,439 | $15.0M | 8.20% | −293−0.5% | Reduced |
| Fosun International Ltd | 64,511 | $15.0M | 2.75% | −1,233−1.9% | Reduced |
| Hall Laurie J Trustee | 64,690 | $15.1M | 7.42% | −204−0.3% | Reduced |
| Sand Hill Global Advisors, LLC | 64,888 | $15.1M | 0.95% | −1,195−1.8% | Reduced |
| Ninety One SA (PTY) Ltd | 63,948 | $15.1M | 6.00% | −62,594−49.5% | Reduced |