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; 6,252 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 | 6,252 | $2.05T |
| Q1 2026 | 6,239 | $1.99T |
| Q4 2025 | 6,330 | $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 |
|---|---|---|---|---|---|
| Buffington Mohr McNeal | 74,461 | $17.3M | 4.18% | −6,162−7.6% | Reduced |
| Canal Insurance CO | 74,500 | $17.4M | 5.20% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 74,568 | $17.4M | 2.39% | +11,113+17.5% | Added |
| Intrust Bank NA | 74,682 | $17.4M | 2.68% | −758−1.0% | Reduced |
| AMG National Trust Bank | 74,739 | $17.4M | 0.66% | +9,965+15.4% | Added |
| Charles-Lim Capital Ltd | 75,000 | $17.5M | 3.51% | +75,000 | New |
| Greenwood Capital Associates LLC | 75,190 | $17.5M | 3.01% | −980−1.3% | Reduced |
| Financial Partners Capital Management LLC | 75,193 | $17.5M | 4.14% | −500−0.7% | Reduced |
| Peachtree Investment Partners, LLC | 75,508 | $17.6M | 11.82% | −1,809−2.3% | Reduced |
| Nelson Capital Management, LLC | 75,622 | $17.6M | 5.18% | +3,912+5.5% | Added |
| American National Bank | 75,700 | $17.6M | 4.22% | +912+1.2% | Added |
| Courier Capital LLC | 75,906 | $17.7M | 2.19% | −142−0.2% | Reduced |
| First Western Trust Bank | 75,911 | $17.7M | 1.19% | −349−0.5% | Reduced |
| Jasper Ridge Partners, L.P. | 75,936 | $17.7M | 1.18% | −113−0.1% | Reduced |
| Claret Asset Management Corp | 76,060 | $17.7M | 4.20% | +270.0% | Added |
| Woodmont Investment Counsel LLC | 76,071 | $17.7M | 2.21% | +1,093+1.5% | Added |
| Abner Herrman & Brock LLC | 76,189 | $17.7M | 3.25% | −20,746−21.4% | Reduced |
| Bank Hapoalim BM | 76,789 | $17.9M | 2.25% | −3,497−4.4% | Reduced |
| Anabranch Capital Management, LP | 76,996 | $17.9M | 19.27% | +5,384+7.5% | Added |
| Webster Bank, N. A. | 77,108 | $18.0M | 2.60% | −587−0.8% | Reduced |
| XML Financial, LLC | 77,130 | $18.0M | 2.49% | +57,561+294.1% | Added |
| RNC Capital Management LLC | 77,447 | $18.0M | 1.13% | +10,696+16.0% | Added |
| Lathrop Investment Management Corp | 77,807 | $18.1M | 4.79% | −220.0% | Reduced |
| Strategic Vision Investment Ltd | 77,916 | $18.1M | 35.53% | +77,916 | New |
| Symmetry Partners, LLC | 77,968 | $18.2M | 1.22% | −9,714−11.1% | Reduced |
| Spence Asset Management | 78,113 | $18.2M | 6.38% | −436−0.6% | Reduced |
| Chicago Trust Co NA | 78,202 | $18.2M | 4.72% | +324+0.4% | Added |
| M. Kraus & Co | 78,271 | $18.2M | 7.63% | −110−0.1% | Reduced |
| Centre Asset Management, LLC | 78,458 | $18.3M | 5.04% | +5,183+7.1% | Added |
| Governors Lane LP | 78,605 | $18.3M | 1.74% | −32,895−29.5% | Reduced |
| O'Brien Greene & Co. Inc | 78,714 | $18.3M | 2.43% | +54,045+219.1% | Added |
| Buckley Wealth Management, LLC | 78,730 | $18.3M | 6.76% | −4,184−5.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 78,729 | $18.3M | 0.06% | −1,389−1.7% | Reduced |
| Private Trust Co NA | 78,772 | $18.3M | 2.98% | −873−1.1% | Reduced |
| Thompson Investment Management, Inc. | 78,957 | $18.4M | 3.57% | −1,189−1.5% | Reduced |
| Checchi Capital Advisers, LLC | 79,110 | $18.4M | 2.01% | −1,970−2.4% | Reduced |
| Wipfli Financial Advisors LLC, | 79,109 | $18.4M | 1.29% | +77,147+3,932.1% | Added |
| Balentine LLC | 79,153 | $18.4M | 0.70% | +28,588+56.5% | Added |
| Sepio Capital, LP | 79,444 | $18.5M | 1.84% | −10,437−11.6% | Reduced |
| Kempen Capital Management N.V. | 79,732 | $18.6M | 0.75% | −11,332−12.4% | Reduced |
| AdvisorNet Financial, Inc | 79,984 | $18.6M | 1.86% | +543+0.7% | Added |
| Cincinnati Casualty Co | 80,000 | $18.6M | 13.08% | 00.0% | Unchanged |
| Walter Public Investments Inc. | 80,084 | $18.7M | 6.55% | −1,547−1.9% | Reduced |
| CMH Wealth Management LLC | 80,261 | $18.7M | 6.85% | +1,050+1.3% | Added |
| Cypress Capital Group | 80,348 | $18.7M | 3.12% | −1,619−2.0% | Reduced |
| Pioneer Trust Bank N A | 80,475 | $18.7M | 6.36% | +892+1.1% | Added |
| Thompson Siegel & Walmsley LLC | 80,537 | $18.8M | 0.32% | −2,107−2.5% | Reduced |
| Foster Dykema Cabot & Co Inc | 80,559 | $18.8M | 2.36% | +404+0.5% | Added |
| Conning Inc. | 80,717 | $18.8M | 0.67% | −5,568−6.5% | Reduced |
| JLB & Associates Inc | 80,737 | $18.8M | 3.34% | +181+0.2% | Added |
| Center Lake Capital Management, LLC | 81,000 | $18.9M | 33.61% | −54,000−40.0% | Reduced |
| Exane Asset Management | 73,550 | $18.9M | 12.61% | 00.0% | Unchanged |
| Somerville Kurt F | 81,109 | $18.9M | 3.79% | −1,445−1.8% | Reduced |
| Private Advisory Group LLC | 81,127 | $18.9M | 4.32% | −9,734−10.7% | Reduced |
| Integrated Advisors Network LLC | 81,179 | $18.9M | 1.28% | −4,483−5.2% | Reduced |
| Princeton Capital Management LLC | 81,229 | $18.9M | 8.28% | +659+0.8% | Added |
| Northwest Investment Counselors, LLC | 81,495 | $19.0M | 6.22% | +1,572+2.0% | Added |
| Bensler, LLC | 81,543 | $19.0M | 4.53% | +1,909+2.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 81,648 | $19.0M | 3.16% | +1,279+1.6% | Added |
| Guardian Capital Advisors LP | 84,236 | $19.0M | 2.38% | +184+0.2% | Added |
| McIlrath & Eck, LLC | 81,726 | $19.0M | 5.23% | +1,090+1.4% | Added |
| Cutler Investment Counsel LLC | 81,852 | $19.1M | 3.17% | −354−0.4% | Reduced |
| Coastline Trust Co | 81,850 | $19.1M | 3.05% | −97−0.1% | Reduced |
| Cubist Systematic Strategies, LLC | 81,899 | $19.1M | 0.14% | −4,290−5.0% | Reduced |
| Boenning & Scattergood, Inc. | 82,107 | $19.1M | 3.90% | −8,731−9.6% | Reduced |
| First Nebraska Trust Co | 82,536 | $19.2M | 2.75% | +159+0.2% | Added |
| Geneos Wealth Management Inc. | 82,541 | $19.2M | 1.32% | −51,124−38.2% | Reduced |
| Icon Wealth Advisors, LLC | 82,707 | $19.3M | 2.34% | +82,707 | New |
| Caldwell Trust Co | 82,778 | $19.3M | 2.86% | −2,092−2.5% | Reduced |
| Group One Trading, L.P. | 82,889 | $19.3M | 0.63% | −251,119−75.2% | Reduced |
| Cookson Peirce & Co Inc | 82,922 | $19.3M | 1.36% | −83,608−50.2% | Reduced |
| Rings Capital Management LLC | 83,000 | $19.3M | 17.32% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 83,043 | $19.3M | 1.40% | +2,854+3.6% | Added |
| Modera Wealth Management, LLC | 83,098 | $19.4M | 0.98% | −2,644−3.1% | Reduced |
| Lyell Wealth Management, LP | 83,138 | $19.4M | 3.30% | +1,048+1.3% | Added |
| Edge Capital Group, LLC | 83,181 | $19.4M | 1.59% | +80,353+2,841.3% | Added |
| ProVise Management Group, LLC | 83,246 | $19.4M | 2.17% | +4,691+6.0% | Added |
| Change Path, LLC | 83,419 | $19.4M | 1.17% | +5,271+6.7% | Added |
| Covenant Asset Management, LLC | 83,562 | $19.5M | 7.84% | −227−0.3% | Reduced |
| Hills Bank & Trust Co | 83,568 | $19.5M | 2.87% | +2,245+2.8% | Added |
| King Wealth | 83,702 | $19.5M | 4.95% | +206+0.2% | Added |
| Parus Finance (UK) Ltd | 83,707 | $19.5M | 16.93% | +11,932+16.6% | Added |
| Blue Fin Capital, Inc. | 84,302 | $19.6M | 7.42% | +80+0.1% | Added |
| Harvest Fund Management Co., Ltd | 84,380 | $19.6M | 5.69% | +4,872+6.1% | Added |
| SP Asset Management | 84,499 | $19.7M | 2.69% | −342−0.4% | Reduced |
| Westchester Capital Management, Inc. | 84,536 | $19.7M | 6.35% | −100.0% | Reduced |
| Trust Asset Management LLC | 84,553 | $19.7M | 2.69% | +5,799+7.4% | Added |
| Global Retirement Partners, LLC | 84,847 | $19.7M | 1.49% | +3,203+3.9% | Added |
| Cyrus J. Lawrence, LLC | 84,652 | $19.7M | 5.83% | −2,570−2.9% | Reduced |
| Orion Portfolio Solutions, LLC | 84,773 | $19.7M | 0.78% | +928+1.1% | Added |
| Pitcairn Co | 84,870 | $19.8M | 2.21% | −471−0.6% | Reduced |
| PKO Investment Management Joint-Stock Co | 85,000 | $19.8M | 3.36% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 85,159 | $19.8M | 1.17% | −10,455−10.9% | Reduced |
| Laurel Wealth Advisors, Inc. | 85,395 | $19.9M | 2.12% | −855−1.0% | Reduced |
| HBK Sorce Advisory LLC | 85,630 | $19.9M | 1.34% | +28,687+50.4% | Added |
| Randolph Co Inc | 85,641 | $19.9M | 3.16% | 00.0% | Unchanged |
| Wahed Invest LLC | 85,649 | $19.9M | 12.17% | +5,930+7.4% | Added |
| Northern Oak Wealth Management Inc | 85,984 | $20.0M | 3.00% | −812−0.9% | Reduced |
| Ivy Lane Capital Management, LLC | 86,000 | $20.0M | 19.54% | 00.0% | Unchanged |
| Burleson & Company, LLC | 86,095 | $20.1M | 4.38% | −410−0.5% | Reduced |