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 |
|---|---|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management LLC | 140,789 | $32.8M | 1.41% | +2,153+1.6% | Added |
| GW Henssler & Associates Ltd | 140,248 | $32.7M | 2.44% | +4,876+3.6% | Added |
| Bellevue Asset Management, LLC | 137,468 | $32.6M | 25.35% | −1,244−0.9% | Reduced |
| Jackson Wealth Management, LLC | 139,570 | $32.5M | 6.40% | +80,398+135.9% | Added |
| Meiji Yasuda Life Insurance Co | 139,127 | $32.4M | 0.73% | +18,910+15.7% | Added |
| Parsons Capital Management Inc | 138,285 | $32.2M | 2.89% | +253+0.2% | Added |
| Wedgewood Partners Inc | 137,986 | $32.1M | 6.05% | −3,240−2.3% | Reduced |
| Bank of Hawaii | 137,797 | $32.1M | 2.18% | −1,575−1.1% | Reduced |
| Nellore Capital Management LLC | 137,700 | $32.1M | 8.13% | +127,700+1,277.0% | Added |
| Novare Capital Management LLC | 137,430 | $32.0M | 4.10% | +2,890+2.1% | Added |
| Trust Co of Virginia | 137,245 | $32.0M | 4.07% | −620.0% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 136,202 | $31.9M | 2.76% | +247+0.2% | Added |
| Wendell David Associates Inc | 136,844 | $31.9M | 4.29% | −870−0.6% | Reduced |
| Hosking Partners LLP | 136,606 | $31.8M | 1.39% | −9,949−6.8% | Reduced |
| BTR Capital Management Inc | 136,602 | $31.8M | 4.97% | −2,567−1.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 136,253 | $31.7M | 4.27% | −3,090−2.2% | Reduced |
| Carret Asset Management, LLC | 135,687 | $31.6M | 4.72% | −883−0.6% | Reduced |
| We Are One Seven, LLC | 96,201 | $31.6M | 3.01% | −1,387−1.4% | Reduced |
| Capco Asset Management, LLC | 135,227 | $31.5M | 10.56% | +146+0.1% | Added |
| Hoey Investments, Inc | 134,779 | $31.4M | 13.04% | +2,750+2.1% | Added |
| Hemenway Trust Co LLC | 134,580 | $31.3M | 3.68% | +1,346+1.0% | Added |
| RiverFront Investment Group, LLC | 134,651 | $31.3M | 1.17% | +27,683+25.9% | Added |
| NJ State Employees Deferred Compensation Plan | 134,300 | $31.3M | 5.36% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 134,072 | $31.2M | 1.68% | +19,460+17.0% | Added |
| DRW Securities, L.L.C. | 133,919 | $31.2M | 9.79% | +133,919 | New |
| Moneta Group Investment Advisors LLC | 133,787 | $31.2M | 1.19% | −12,781−8.7% | Reduced |
| Metis Global Partners, LLC | 133,648 | $31.1M | 5.02% | +10,656+8.7% | Added |
| Spire Wealth Management | 133,538 | $31.1M | 1.89% | −77,784−36.8% | Reduced |
| Managed Asset Portfolios, LLC | 133,423 | $31.1M | 5.51% | −712−0.5% | Reduced |
| Orbis Allan Gray Ltd | 133,147 | $31.0M | 0.25% | +1,062+0.8% | Added |
| CAPROCK Group, Inc. | 132,982 | $31.0M | 2.98% | +12,298+10.2% | Added |
| Fairview Capital Investment Management, LLC | 132,891 | $30.9M | 2.21% | +15,338+13.0% | Added |
| BW Gestao de Investimentos Ltda. | 132,549 | $30.9M | 7.43% | +66,890+101.9% | Added |
| BancorpSouth Bank | 132,483 | $30.9M | 3.20% | +47,729+56.3% | Added |
| Adviser Investments LLC | 132,273 | $30.8M | 2.17% | +3,345+2.6% | Added |
| Addenda Capital Inc. | 131,375 | $30.6M | 1.40% | +11,386+9.5% | Added |
| Pittenger & Anderson Inc | 130,845 | $30.5M | 1.83% | +839+0.6% | Added |
| Signaturefd, LLC | 130,764 | $30.5M | 1.04% | +3,975+3.1% | Added |
| Shufro Rose & Co LLC | 130,617 | $30.4M | 3.04% | +4,537+3.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 129,882 | $30.4M | 0.44% | −14,757−10.2% | Reduced |
| Roundview Capital LLC | 130,586 | $30.4M | 3.84% | +3,043+2.4% | Added |
| Deltec Asset Management LLC | 130,495 | $30.4M | 7.46% | +1,600+1.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 130,315 | $30.4M | 0.83% | +22,082+20.4% | Added |
| PFG Advisors | 130,137 | $30.3M | 3.46% | +1,275+1.0% | Added |
| Vestmark Advisory Solutions, Inc. | 130,108 | $30.3M | 1.69% | +8,197+6.7% | Added |
| Polaris Wealth Advisory Group, LLC | 132,084 | $30.3M | 2.52% | −2,074−1.5% | Reduced |
| Telemus Capital, LLC | 129,546 | $30.2M | 3.10% | +4,266+3.4% | Added |
| Payden & Rygel | 129,230 | $30.1M | 1.76% | +42,800+49.5% | Added |
| MIG Capital, LLC | 128,810 | $30.0M | 5.51% | −45,134−25.9% | Reduced |
| Founders Capital Management, LLC | 128,131 | $29.8M | 8.36% | +2,008+1.6% | Added |
| Wilsey Asset Management Inc | 128,033 | $29.8M | 7.85% | −420.0% | Reduced |
| Stillwater Capital Advisors, LLC | 127,888 | $29.8M | 6.80% | −8,143−6.0% | Reduced |
| Optiver Holding B.V. | 127,547 | $29.7M | 0.03% | +59,429+87.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 127,457 | $29.7M | 2.77% | +3,605+2.9% | Added |
| XN LP | 127,497 | $29.7M | 3.46% | +127,497 | New |
| Appleton Partners Inc | 126,972 | $29.6M | 2.96% | +544+0.4% | Added |
| PFS Investments Inc. | 126,613 | $29.5M | 0.64% | +5,583+4.6% | Added |
| Veriti Management LLC | 126,548 | $29.5M | 4.30% | −1,303−1.0% | Reduced |
| Linscomb & Williams, Inc. | 126,420 | $29.4M | 1.79% | −761−0.6% | Reduced |
| Squarepoint Ops LLC | 126,347 | $29.4M | 0.26% | −69,794−35.6% | Reduced |
| Strategic Global Advisors, LLC | 126,288 | $29.4M | 4.90% | −8,284−6.2% | Reduced |
| Academy Capital Management Inc | 125,922 | $29.3M | 6.35% | +197+0.2% | Added |
| Meridian Wealth Management, LLC | 125,736 | $29.3M | 3.15% | −36,995−22.7% | Reduced |
| Overbrook Management Corp | 125,606 | $29.3M | 8.31% | +36,058+40.3% | Added |
| Atlantic Union Bankshares Corp | 125,423 | $29.2M | 3.35% | −4,956−3.8% | Reduced |
| Equitable Holdings, Inc. | 125,376 | $29.2M | 0.57% | +1,135+0.9% | Added |
| Alyeska Investment Group, L.P. | 125,366 | $29.2M | 0.34% | −31,503−20.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 125,141 | $29.1M | 1.52% | +5,317+4.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 124,609 | $29.0M | 1.47% | +417+0.3% | Added |
| Crescent Park Management, L.P. | 124,128 | $28.9M | 6.90% | +3,748+3.1% | Added |
| Spinnaker Trust | 124,047 | $28.9M | 2.40% | −447−0.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 123,714 | $28.8M | 3.01% | +2,468+2.0% | Added |
| Anderson Hoagland & Co | 123,552 | $28.8M | 4.61% | +1,417+1.2% | Added |
| Stewart & Patten Co LLC | 123,266 | $28.7M | 5.53% | +1,333+1.1% | Added |
| Renaissance Group LLC | 122,564 | $28.5M | 1.53% | +962+0.8% | Added |
| Palisade Capital Management LLC | 122,273 | $28.5M | 0.81% | −249−0.2% | Reduced |
| Chicago Capital, LLC | 122,124 | $28.4M | 1.65% | −251−0.2% | Reduced |
| Mass Ave Global Inc. | 121,973 | $28.4M | 10.28% | +51,405+72.8% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 121,790 | $28.4M | 7.04% | −434−0.4% | Reduced |
| CapWealth Advisors, LLC | 121,648 | $28.3M | 3.74% | −496−0.4% | Reduced |
| Titan Global Capital Management USA LLC | 121,582 | $28.3M | 8.11% | −2,213−1.8% | Reduced |
| Tompkins Financial Corp | 121,123 | $28.2M | 4.76% | −2,436−2.0% | Reduced |
| Quantinno Capital Management LP | 121,062 | $28.2M | 3.63% | +27,313+29.1% | Added |
| Sumitomo Life Insurance Co | 120,993 | $28.2M | 1.19% | −10,963−8.3% | Reduced |
| E Fund Management Co., Ltd. | 120,891 | $28.2M | 2.62% | −934−0.8% | Reduced |
| Trust Co of Toledo NA | 120,643 | $28.1M | 5.45% | −4,700−3.7% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 112,598 | $28.1M | 6.18% | −7,009−5.9% | Reduced |
| Cadian Capital Management, LP | 120,428 | $28.0M | 1.64% | 00.0% | Unchanged |
| Oak Associates, Ltd | 120,283 | $28.0M | 2.38% | +694+0.6% | Added |
| Greenwood Gearhart Inc | 120,078 | $28.0M | 4.44% | +3,559+3.1% | Added |
| Resources Management Corp | 120,024 | $28.0M | 4.82% | −1,061−0.9% | Reduced |
| Ritholtz Wealth Management | 119,854 | $27.9M | 1.48% | +52,983+79.2% | Added |
| Buckingham Strategic Partners | 119,527 | $27.8M | 1.64% | +69,695+139.9% | Added |
| Washington Trust Bank | 119,387 | $27.8M | 3.53% | −1,733−1.4% | Reduced |
| Cypress Capital Management LLC | 119,244 | $27.8M | 5.15% | −21,712−15.4% | Reduced |
| Dynamic Advisor Solutions LLC | 119,112 | $27.7M | 2.12% | −3,394−2.8% | Reduced |
| Exchange Traded Concepts, LLC | 119,106 | $27.7M | 0.91% | −17,498−12.8% | Reduced |
| 55I, LLC | 119,047 | $27.7M | 0.77% | +72,845+157.7% | Added |
| Heritage Trust Co | 118,965 | $27.7M | 4.84% | −75−0.1% | Reduced |
| Night Owl Capital Management, LLC | 118,863 | $27.7M | 11.53% | +5,172+4.5% | Added |