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; 6,248 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
- 4,509
- +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
- 2,161 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 | 6,248 | $2.05T |
| Q1 2026 | 6,238 | $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 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Guardian Capital LP | 171,668 | $40.0M | 1.38% | −1,509−0.9% | Reduced |
| Heritage Wealth Advisors | 171,175 | $39.9M | 2.89% | +15,328+9.8% | Added |
| Sawgrass Asset Management LLC | 170,068 | $39.6M | 5.66% | −9,025−5.0% | Reduced |
| Bank of the West | 170,030 | $39.6M | 5.16% | −1,949−1.1% | Reduced |
| TRB Advisors LP | 170,000 | $39.6M | 38.91% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 169,480 | $39.5M | 1.24% | −13,128−7.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 169,262 | $39.4M | 6.02% | +169,262 | New |
| BLB&B Advisors, LLC | 168,511 | $39.2M | 3.26% | +2,197+1.3% | Added |
| Beacon Investment Advisory Services, Inc. | 168,493 | $39.2M | 2.16% | +2,292+1.4% | Added |
| Prospera Financial Services Inc | 168,191 | $39.2M | 2.04% | +6,168+3.8% | Added |
| Mastrapasqua Asset Management Inc | 168,203 | $39.2M | 5.67% | +141+0.1% | Added |
| Noked Capital LTD | 166,723 | $38.8M | 4.10% | +63,533+61.6% | Added |
| Noked Israel Ltd | 166,723 | $38.8M | 9.44% | +63,533+61.6% | Added |
| McKinley Capital Management LLC /Delaware | 166,389 | $38.8M | 5.26% | −2,145−1.3% | Reduced |
| Baxter Bros Inc | 166,307 | $38.7M | 6.86% | −3,032−1.8% | Reduced |
| Ithaka Group LLC | 164,432 | $38.3M | 8.52% | −4,515−2.7% | Reduced |
| Vigilant Capital Management, LLC | 163,641 | $38.1M | 3.58% | +8,818+5.7% | Added |
| Fukoku Mutual Life Insurance Co | 163,384 | $38.1M | 3.57% | −6,477−3.8% | Reduced |
| Baker Avenue Asset Management, LP | 163,069 | $38.0M | 2.52% | −977−0.6% | Reduced |
| Cornerstone Capital, Inc. | 162,791 | $37.9M | 5.33% | +2,853+1.8% | Added |
| Grassi Investment Management | 162,311 | $37.8M | 5.55% | −199−0.1% | Reduced |
| Lockheed Martin Investment Management Co | 162,000 | $37.7M | 3.03% | +55,600+52.3% | Added |
| Prime Capital Investment Advisors, LLC | 161,715 | $37.7M | 2.16% | +59,175+57.7% | Added |
| Bragg Financial Advisors, Inc | 161,544 | $37.6M | 2.59% | −1,800−1.1% | Reduced |
| Tandem Investment Advisors, Inc. | 161,435 | $37.6M | 2.14% | +13,132+8.9% | Added |
| Colonial Trust Advisors | 161,049 | $37.5M | 5.08% | +4,134+2.6% | Added |
| Armistice Capital, LLC | 161,000 | $37.5M | 0.94% | +25,000+18.4% | Added |
| Matrix Asset Advisors Inc | 160,640 | $37.4M | 6.13% | −406−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 160,399 | $37.4M | 1.19% | +809+0.5% | Added |
| Congress Wealth Management LLC | 160,188 | $37.3M | 1.01% | +1,929+1.2% | Added |
| Madison Asset Management, LLC | 160,078 | $37.3M | 0.63% | +17,743+12.5% | Added |
| Signature Estate & Investment Advisors LLC | 159,443 | $37.1M | 1.75% | +4,284+2.8% | Added |
| Nicholas Hoffman & Company, LLC. | 159,370 | $37.1M | 1.75% | +978+0.6% | Added |
| Grimes & Company, Inc. | 159,370 | $37.1M | 1.94% | +1,575+1.0% | Added |
| Montag A & Associates Inc | 159,268 | $37.1M | 2.57% | +5,607+3.6% | Added |
| Narwhal Capital Management | 159,262 | $37.1M | 5.38% | −3,773−2.3% | Reduced |
| Matthew Goff Investment Advisor, LLC | 159,035 | $37.0M | 10.59% | −222−0.1% | Reduced |
| Te Ahumairangi Investment Management Ltd | 158,831 | $37.0M | 6.27% | +1,095+0.7% | Added |
| Buckingham Strategic Wealth, LLC | 158,521 | $36.9M | 0.75% | +1,894+1.2% | Added |
| Palisade Asset Management, LLC | 157,743 | $36.7M | 5.04% | −510.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 157,074 | $36.6M | 3.52% | −4,926−3.0% | Reduced |
| Manitou Investment Management Ltd. | 156,982 | $36.6M | 6.88% | −187−0.1% | Reduced |
| Equitable Trust Co | 156,851 | $36.5M | 3.04% | +1,464+0.9% | Added |
| Glenview Capital Management, LLC | 156,754 | $36.5M | 0.93% | −48,638−23.7% | Reduced |
| Steel Peak Wealth Management LLC | 155,947 | $36.3M | 2.74% | +32,241+26.1% | Added |
| Boston Common Asset Management, LLC | 155,649 | $36.3M | 1.90% | −1,078−0.7% | Reduced |
| Boston Family Office LLC | 155,648 | $36.3M | 3.22% | −923−0.6% | Reduced |
| Valeo Financial Advisors, LLC | 185,915 | $36.2M | 2.31% | +4,876+2.7% | Added |
| Forbes J M & Co LLP | 154,411 | $36.0M | 5.63% | +2,126+1.4% | Added |
| Allworth Financial LP | 154,339 | $35.9M | 0.45% | +4,619+3.1% | Added |
| Willis Investment Counsel | 153,825 | $35.8M | 2.60% | −15,495−9.2% | Reduced |
| Apollon Wealth Management, LLC | 153,620 | $35.8M | 2.95% | +8,759+6.0% | Added |
| Pacer Advisors, Inc. | 153,543 | $35.8M | 0.25% | +7,392+5.1% | Added |
| Burney Co | 153,248 | $35.7M | 1.97% | −11,683−7.1% | Reduced |
| Parallel Advisors, LLC | 153,004 | $35.6M | 1.64% | +3,632+2.4% | Added |
| Eagle Ridge Investment Management | 152,781 | $35.6M | 4.47% | −1,867−1.2% | Reduced |
| SCS Capital Management LLC | 151,935 | $35.4M | 1.05% | +274+0.2% | Added |
| Verus Capital Partners, LLC | 151,873 | $35.4M | 6.66% | +52,643+53.1% | Added |
| Adell Harriman & Carpenter Inc | 151,225 | $35.2M | 4.29% | −1,402−0.9% | Reduced |
| Redpoint Investment Management Pty Ltd | 151,124 | $35.2M | 5.20% | −27,729−15.5% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 148,266 | $35.2M | 2.92% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 150,572 | $35.1M | 2.89% | +10,229+7.3% | Added |
| FRG Family Wealth Advisors LLC | 150,434 | $35.0M | 8.65% | +90+0.1% | Added |
| North Star Asset Management Inc | 150,408 | $35.0M | 2.40% | +1,026+0.7% | Added |
| Rheos Capital Works Inc. | 150,400 | $35.0M | 2.36% | 00.0% | Unchanged |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 150,400 | $35.0M | 0.92% | +110,400+276.0% | Added |
| Gradient Investments LLC | 150,139 | $35.0M | 1.07% | +6,480+4.5% | Added |
| JS Capital Management LLC | 150,000 | $34.9M | 8.51% | −25,000−14.3% | Reduced |
| Senator Investment Group LP | 150,000 | $34.9M | 3.18% | +150,000 | New |
| Choate Investment Advisors | 149,866 | $34.9M | 2.30% | +4,547+3.1% | Added |
| Ledyard National Bank | 149,854 | $34.9M | 4.54% | +606+0.4% | Added |
| Tikehau Investment Management | 149,474 | $34.8M | 10.55% | +21,384+16.7% | Added |
| Burns J W & Co Inc | 149,291 | $34.8M | 6.82% | −526−0.4% | Reduced |
| Levin Capital Strategies, L.P. | 149,004 | $34.7M | 4.74% | −3,704−2.4% | Reduced |
| Sonora Investment Management Group, LLC | 133,917 | $34.4M | 4.42% | +200+0.1% | Added |
| Value Partners Investments Inc. | 147,233 | $34.4M | 3.43% | +33,523+29.5% | Added |
| Western Wealth Management, LLC | 147,297 | $34.3M | 1.97% | +6,576+4.7% | Added |
| Waratah Capital Advisors Ltd. | 147,435 | $34.3M | 2.28% | +67,065+83.4% | Added |
| Moody National Bank Trust Division | 147,338 | $34.3M | 3.55% | +1,241+0.8% | Added |
| CSM Advisors, LLC | 147,272 | $34.3M | 3.80% | −19,165−11.5% | Reduced |
| Beaumont Financial Partners, LLC | 147,224 | $34.3M | 3.29% | −251−0.2% | Reduced |
| Coerente Capital Management | 147,081 | $34.3M | 8.24% | −360−0.2% | Reduced |
| MainStreet Investment Advisors LLC | 146,175 | $34.0M | 4.15% | +80.0% | Added |
| Osborne Partners Capital Management, LLC | 146,095 | $34.0M | 2.85% | −35,974−19.8% | Reduced |
| Picton Mahoney Asset Management | 145,890 | $34.0M | 1.55% | −9,064−5.8% | Reduced |
| Gamco Investors, Inc. Et Al | 144,493 | $33.7M | 0.40% | +727+0.5% | Added |
| Great Valley Advisor Group, Inc. | 144,011 | $33.5M | 1.88% | +1,937+1.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 143,868 | $33.5M | 1.76% | +22,555+18.6% | Added |
| Northeast Financial Consultants Inc | 143,804 | $33.5M | 2.45% | −6,742−4.5% | Reduced |
| Pictet North America Advisors SA | 143,546 | $33.4M | 5.33% | −4,711−3.2% | Reduced |
| Omers Administration Corp | 142,986 | $33.3M | 0.56% | +5,457+4.0% | Added |
| WestEnd Advisors, LLC | 142,405 | $33.2M | 1.11% | +30.0% | Added |
| Papp L Roy & Associates | 142,277 | $33.1M | 5.01% | +2,165+1.5% | Added |
| S&CO Inc | 142,183 | $33.1M | 2.98% | +368+0.3% | Added |
| Vestor Capital, LLC | 141,997 | $33.1M | 4.34% | +15,850+12.6% | Added |
| Capital Investment Services of America, Inc. | 141,958 | $33.1M | 4.49% | −398−0.3% | Reduced |
| Clearstead Advisors, LLC | 141,752 | $33.0M | 3.04% | −15,933−10.1% | Reduced |
| Van Cleef Asset Management,Inc | 141,590 | $33.0M | 6.38% | +356+0.3% | Added |
| Merriman Wealth Management, LLC | 141,568 | $33.0M | 2.16% | −5,549−3.8% | Reduced |
| Fishman Jay A Ltd | 141,547 | $33.0M | 4.77% | +1,965+1.4% | Added |