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 |
|---|---|---|---|---|---|
| Alpha Omega Wealth Management LLC | 65,454 | $15.2M | 2.91% | −1,607−2.4% | Reduced |
| BKD Wealth Advisors, LLC | 65,504 | $15.3M | 0.62% | −891−1.3% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 65,539 | $15.3M | 5.52% | −4,081−5.9% | Reduced |
| Wealthsource Partners, LLC | 65,543 | $15.3M | 1.13% | −5,122−7.2% | Reduced |
| Soltis Investment Advisors LLC | 65,599 | $15.3M | 2.30% | +21,054+47.3% | Added |
| Regal Investment Advisors LLC | 65,724 | $15.3M | 1.64% | +2,010+3.2% | Added |
| Curi Capital | 65,823 | $15.3M | 2.55% | +2,029+3.2% | Added |
| Fundamentun, LLC | 65,828 | $15.3M | 3.10% | −4,083−5.8% | Reduced |
| Quadrant Capital Group LLC | 65,924 | $15.4M | 2.03% | +3,125+5.0% | Added |
| Punch & Associates Investment Management, Inc. | 65,945 | $15.4M | 1.07% | +1,210+1.9% | Added |
| Bright Rock Capital Management, LLC | 66,000 | $15.4M | 4.31% | 00.0% | Unchanged |
| Iyo Bank, Ltd. | 66,077 | $15.4M | 8.25% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 66,406 | $15.5M | 3.65% | +2,827+4.4% | Added |
| Renaissance Investment Group LLC | 62,751 | $15.5M | 4.84% | −736−1.2% | Reduced |
| Arjuna Capital | 66,656 | $15.5M | 7.63% | +2,568+4.0% | Added |
| Borer Denton & Associates, Inc. | 66,734 | $15.5M | 7.73% | +1,188+1.8% | Added |
| International Assets Investment Management, LLC | 95,724 | $15.6M | 3.35% | +2,520+2.7% | Added |
| Qtron Investments LLC | 66,873 | $15.6M | 3.87% | −973−1.4% | Reduced |
| RPG Investment Advisory, LLC | 67,017 | $15.6M | 3.37% | +7,248+12.1% | Added |
| South Street Advisors LLC | 67,060 | $15.6M | 3.85% | −766−1.1% | Reduced |
| Edgestream Partners, L.P. | 67,069 | $15.6M | 1.21% | −48,903−42.2% | Reduced |
| Brasada Capital Management, LP | 67,112 | $15.6M | 3.71% | −288−0.4% | Reduced |
| Broadleaf Partners, LLC | 67,178 | $15.6M | 6.51% | −353−0.5% | Reduced |
| Davy Global Fund Management Ltd | 67,277 | $15.7M | 3.52% | −2,803−4.0% | Reduced |
| Wellington Shields & Co., LLC | 67,365 | $15.7M | 6.84% | +500+0.7% | Added |
| Mark Asset Management LP | 67,480 | $15.7M | 3.89% | −140.0% | Reduced |
| Arrow Financial Corp | 67,683 | $15.8M | 2.30% | −751−1.1% | Reduced |
| Global Endowment Management, LP | 67,859 | $15.8M | 1.59% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 67,913 | $15.8M | 4.83% | −5,196−7.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 68,036 | $15.8M | 4.94% | −206−0.3% | Reduced |
| Hayek Kallen Investment Management | 68,098 | $15.9M | 7.45% | −438−0.6% | Reduced |
| River Wealth Advisors LLC | 68,167 | $15.9M | 3.42% | −1,174−1.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 68,210 | $15.9M | 4.05% | +10,630+18.5% | Added |
| Perennial Advisors, LLC | 68,213 | $15.9M | 5.21% | +4,595+7.2% | Added |
| Alpha Family Trust | 68,266 | $15.9M | 12.02% | +2,300+3.5% | Added |
| First Interstate Bank | 68,419 | $15.9M | 1.28% | +1,840+2.8% | Added |
| Farmers Trust Co | 68,768 | $16.0M | 4.01% | −280−0.4% | Reduced |
| Buckingham Capital Management, Inc. | 68,791 | $16.0M | 3.11% | +1,852+2.8% | Added |
| Venturi Wealth Management, LLC | 68,874 | $16.0M | 1.54% | +3,973+6.1% | Added |
| Perkins Coie Trust Co | 68,950 | $16.1M | 6.16% | +458+0.7% | Added |
| Scholtz & Company, LLC | 65,065 | $16.1M | 11.48% | −26,844−29.2% | Reduced |
| Vision Capital Management, Inc. | 69,109 | $16.1M | 3.32% | +488+0.7% | Added |
| Ipswich Investment Management Co., Inc. | 69,255 | $16.1M | 5.13% | −2,856−4.0% | Reduced |
| Capital Planning LLC | 69,277 | $16.1M | 9.14% | −4,154−5.7% | Reduced |
| Stockman Wealth Management, Inc. | 69,404 | $16.2M | 4.39% | +1,285+1.9% | Added |
| Zeke Capital Advisors, LLC | 69,436 | $16.2M | 1.18% | −2,715−3.8% | Reduced |
| Community Bank, N.A. | 69,462 | $16.2M | 2.47% | +1,215+1.8% | Added |
| Foster & Motley Inc | 69,775 | $16.3M | 1.54% | −1,484−2.1% | Reduced |
| SFMG, LLC | 72,018 | $16.3M | 1.90% | +970+1.4% | Added |
| Jump Financial, LLC | 69,912 | $16.3M | 0.63% | +69,912 | New |
| Arthur M. Cohen & Associates, LLC | 69,975 | $16.3M | 4.48% | −883−1.2% | Reduced |
| Chicago Partners Investment Group LLC | 71,564 | $16.3M | 1.16% | +3,016+4.4% | Added |
| Verity & Verity, LLC | 70,035 | $16.3M | 2.63% | +2,163+3.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 70,040 | $16.3M | 1.99% | −1,820−2.5% | Reduced |
| Van Strum & Towne Inc. | 70,192 | $16.3M | 7.55% | −490−0.7% | Reduced |
| Toth Financial Advisory Corp | 70,207 | $16.4M | 2.96% | +1,327+1.9% | Added |
| Mark Stevens | 70,232 | $16.4M | 2.29% | −4,959−6.6% | Reduced |
| Wright Investors Service Inc | 70,542 | $16.4M | 5.16% | −1,550−2.2% | Reduced |
| Balasa Dinverno & Foltz LLC | 70,893 | $16.5M | 1.04% | +2,193+3.2% | Added |
| Parcion Private Wealth LLC | 71,010 | $16.5M | 1.87% | −25,708−26.6% | Reduced |
| GHP Investment Advisors, Inc. | 71,010 | $16.5M | 1.27% | +2,024+2.9% | Added |
| Milestones Administradora de Recursos Ltda. | 71,020 | $16.5M | 11.25% | +19,360+37.5% | Added |
| Weik Capital Management | 71,096 | $16.6M | 8.26% | −927−1.3% | Reduced |
| Journey Advisory Group, LLC | 71,108 | $16.6M | 4.23% | +6,830+10.6% | Added |
| Peak Asset Management, LLC | 71,107 | $16.6M | 4.72% | +2,133+3.1% | Added |
| Tamar Securities, LLC | 71,107 | $16.6M | 5.30% | +7,417+11.6% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 71,144 | $16.6M | 0.71% | −10,394−12.7% | Reduced |
| Cohen Capital Management, Inc. | 71,192 | $16.6M | 3.66% | +1,000+1.4% | Added |
| Hohimer Wealth Management, LLC | 71,490 | $16.6M | 5.35% | +5,052+7.6% | Added |
| Fund Management at Engine No. 1 LLC | 71,711 | $16.7M | 4.92% | −3,808−5.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 71,849 | $16.7M | 2.56% | +4,332+6.4% | Added |
| Financial Insights, Inc. | 71,942 | $16.8M | 11.27% | +22,352+45.1% | Added |
| Pennant Investors, LP | 72,000 | $16.8M | 9.59% | −4,787−6.2% | Reduced |
| Laird Norton Trust Company, LLC | 72,036 | $16.8M | 3.82% | −758,273−91.3% | Reduced |
| Blackhill Capital Inc | 72,050 | $16.8M | 1.99% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 72,200 | $16.8M | 4.75% | −9,653−11.8% | Reduced |
| CCM Investment Advisers LLC | 72,227 | $16.8M | 2.86% | +740+1.0% | Added |
| Mizuho Markets Cayman LP | 72,256 | $16.8M | 2.41% | +72,256 | New |
| JGP Wealth Management, LLC | 71,889 | $16.8M | 3.54% | +2,440+3.5% | Added |
| V Wealth Advisors LLC | 72,332 | $16.8M | 3.38% | −1,599−2.2% | Reduced |
| Hoffman, Alan N Investment Management | 72,403 | $16.9M | 11.45% | +4,037+5.9% | Added |
| Chemung Canal Trust Co | 72,408 | $16.9M | 4.20% | −1,483−2.0% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 72,536 | $16.9M | 9.31% | +8,596+13.4% | Added |
| Rothschild Investment Corp | 72,900 | $17.0M | 1.68% | −3,421−4.5% | Reduced |
| Davide Leone & Partners Investment Co Ltd. | 72,921 | $17.0M | 24.00% | +72,921 | New |
| Hutchinson Capital Management | 73,079 | $17.0M | 4.63% | +646+0.9% | Added |
| McRae Capital Management Inc | 73,111 | $17.0M | 5.18% | −964−1.3% | Reduced |
| Rice Partnership, LLC | 73,164 | $17.0M | 5.47% | +11,698+19.0% | Added |
| Ashburton (Jersey) Ltd | 73,384 | $17.1M | 10.19% | −1,546−2.1% | Reduced |
| Motco | 73,442 | $17.1M | 1.35% | −252−0.3% | Reduced |
| Ameritas Advisory Services, LLC | 73,481 | $17.1M | 1.02% | +1,687+2.3% | Added |
| Canvas Wealth Advisors, LLC | 74,040 | $17.1M | 7.29% | +1,822+2.5% | Added |
| One Capital Management, LLC | 73,643 | $17.2M | 1.01% | +1,836+2.6% | Added |
| Unigestion Holding SA | 72,320 | $17.2M | 1.00% | −9,395−11.5% | Reduced |
| Naples Global Advisors, LLC | 73,755 | $17.2M | 2.36% | +913+1.3% | Added |
| Pettyjohn, Wood & White, Inc | 73,793 | $17.2M | 4.58% | −251−0.3% | Reduced |
| Exchange Capital Management, Inc. | 73,829 | $17.2M | 3.99% | −493−0.7% | Reduced |
| Front Barnett Associates LLC | 73,876 | $17.2M | 2.27% | −805−1.1% | Reduced |
| Dash Acquisitions Inc. | 73,968 | $17.2M | 9.63% | +3,510+5.0% | Added |
| Paragon Capital Management Ltd | 74,091 | $17.3M | 4.93% | +60.0% | Added |