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 |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | 118,520 | $27.6M | 2.67% | −1,866−1.6% | Reduced |
| Auxier Asset Management | 118,424 | $27.6M | 5.31% | −63−0.1% | Reduced |
| Van Hulzen Asset Management, LLC | 117,931 | $27.5M | 3.39% | +2,778+2.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 117,624 | $27.4M | 1.37% | −992−0.8% | Reduced |
| Fulton Bank, N.A. | 117,507 | $27.4M | 1.63% | +1,799+1.6% | Added |
| Transform Wealth, LLC | 117,445 | $27.4M | 3.56% | +2,832+2.5% | Added |
| BTC Capital Management, Inc. | 117,443 | $27.4M | 3.57% | −285−0.2% | Reduced |
| Lynch & Associates | 117,255 | $27.3M | 7.99% | −2,939−2.4% | Reduced |
| Callahan Advisors, LLC | 117,151 | $27.3M | 3.92% | +782+0.7% | Added |
| Lakeside Advisors, INC. | 116,871 | $27.2M | 24.36% | −230−0.2% | Reduced |
| DDD Partners, LLC | 116,806 | $27.2M | 4.93% | −5,462−4.5% | Reduced |
| Janney Capital Management LLC | 116,055 | $27.0M | 2.20% | +2,097+1.8% | Added |
| Resources Investment Advisors, LLC. | 115,812 | $27.0M | 1.00% | +15,407+15.3% | Added |
| Weatherly Asset Management L. P. | 115,632 | $26.9M | 3.87% | −614−0.5% | Reduced |
| Yarbrough Capital, LLC | 115,401 | $26.9M | 2.15% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 115,318 | $26.9M | 4.22% | +161+0.1% | Added |
| ExodusPoint Capital Management, LP | 115,255 | $26.8M | 0.37% | +55,141+91.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 115,227 | $26.8M | 3.65% | −310.0% | Reduced |
| Snowhook Capital Management LP | 115,147 | $26.8M | 10.85% | +48,795+73.5% | Added |
| Gillespie Robinson & Grimm Inc | 114,989 | $26.8M | 2.91% | +23,560+25.8% | Added |
| Constitution Capital LLC | 114,864 | $26.8M | 17.89% | +80+0.1% | Added |
| Teamwork Financial Advisors, LLC | 114,665 | $26.7M | 5.76% | +13,885+13.8% | Added |
| 180 Wealth Advisors, LLC | 114,625 | $26.7M | 7.35% | −1,388−1.2% | Reduced |
| Anchor Capital Advisors LLC | 114,560 | $26.7M | 0.73% | −8,263−6.7% | Reduced |
| Ropes Wealth Advisors LLC | 114,551 | $26.7M | 5.61% | +1,102+1.0% | Added |
| Clarkston Capital Partners, LLC | 114,535 | $26.7M | 0.52% | −2,703−2.3% | Reduced |
| Sowell Financial Services LLC | 114,364 | $26.6M | 2.69% | −2,439−2.1% | Reduced |
| Garde Capital, Inc. | 113,777 | $26.5M | 3.43% | +2,502+2.2% | Added |
| Wellington Shields Capital Management, LLC | 113,677 | $26.5M | 6.29% | +779+0.7% | Added |
| Horizon Investments, LLC | 113,618 | $26.5M | 0.82% | +24,073+26.9% | Added |
| Silicon Valley Capital Partners | 113,406 | $26.4M | 5.73% | +4,820+4.4% | Added |
| PEAK6 Investments LLC | 113,151 | $26.4M | 0.98% | +3,478+3.2% | Added |
| Fiduciary Group LLC | 108,179 | $26.3M | 3.41% | +1,370+1.3% | Added |
| United Bank | 112,523 | $26.2M | 4.03% | −4,120−3.5% | Reduced |
| Capula Management Ltd | 112,273 | $26.1M | 3.21% | +18,604+19.9% | Added |
| Galvin, Gaustad & Stein, LLC | 112,094 | $26.1M | 2.77% | +100+0.1% | Added |
| Kiley Juergens Wealth Management, LLC | 112,072 | $26.1M | 12.28% | +903+0.8% | Added |
| Schnieders Capital Management LLC | 111,961 | $26.1M | 6.90% | +16,565+17.4% | Added |
| Financial Advocates Investment Management | 113,288 | $26.0M | 2.31% | −21,214−15.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 111,580 | $26.0M | 4.17% | +7,108+6.8% | Added |
| Ballentine Partners, LLC | 111,389 | $25.9M | 0.90% | +10,159+10.0% | Added |
| Fort Sheridan Advisors LLC | 111,347 | $25.9M | 8.74% | +1,813+1.7% | Added |
| Azzad Asset Management Inc | 118,101 | $25.9M | 2.61% | +1,436+1.2% | Added |
| Churchill Management Corp | 110,659 | $25.8M | 0.69% | −635−0.6% | Reduced |
| Cornerstone Investment Partners, LLC | 110,409 | $25.7M | 1.84% | +110,409 | New |
| Fagan Associates, Inc. | 110,241 | $25.7M | 7.18% | −466−0.4% | Reduced |
| Private Asset Management Inc | 110,190 | $25.7M | 4.54% | −943−0.8% | Reduced |
| Brookstone Capital Management | 113,490 | $25.6M | 0.59% | −1,571−1.4% | Reduced |
| Means Investment Co., Inc. | 109,442 | $25.5M | 5.53% | +791+0.7% | Added |
| Girard Partners Ltd. | 109,420 | $25.5M | 3.38% | +550+0.5% | Added |
| Nexus Investment Management ULC | 109,335 | $25.5M | 3.17% | +1,225+1.1% | Added |
| Transcend Wealth Collective, LLC | 109,138 | $25.4M | 2.83% | +3,457+3.3% | Added |
| Belpointe Asset Management LLC | 109,578 | $25.4M | 1.72% | +2,388+2.2% | Added |
| WMS Partners, LLC | 109,052 | $25.4M | 3.45% | −2,539−2.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 108,972 | $25.4M | 4.93% | +210+0.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 107,705 | $25.4M | 3.95% | +71,769+199.7% | Added |
| Stonebridge Capital Advisors LLC | 108,314 | $25.2M | 3.25% | +4,928+4.8% | Added |
| Pennsylvania Capital Management Inc | 108,082 | $25.2M | 13.92% | −889−0.8% | Reduced |
| Archon Partners LLC | 107,000 | $24.9M | 4.73% | 00.0% | Unchanged |
| Diversified Trust Co | 106,837 | $24.9M | 1.13% | +5,568+5.5% | Added |
| FourThought Financial, LLC | 106,505 | $24.8M | 3.67% | +2,975+2.9% | Added |
| Claar Advisors LLC | 105,847 | $24.7M | 10.46% | 00.0% | Unchanged |
| Insight Holdings Group, LLC | 105,400 | $24.5M | 0.49% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 114,490 | $24.5M | 2.73% | +3,708+3.3% | Added |
| First Fiduciary Investment Counsel, Inc. | 105,260 | $24.5M | 6.15% | −1,231−1.2% | Reduced |
| Hilton Capital Management, LLC | 105,171 | $24.5M | 3.22% | −1,540−1.4% | Reduced |
| KMG Fiduciary Partners, LLC | 105,142 | $24.5M | 4.71% | −4,060−3.7% | Reduced |
| Howe & Rusling Inc | 105,048 | $24.5M | 3.25% | −6,090−5.5% | Reduced |
| German American Bancorp, Inc. | 104,739 | $24.4M | 4.23% | +5,694+5.7% | Added |
| Hillman Co | 104,345 | $24.3M | 12.67% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 104,332 | $24.3M | 3.15% | +330+0.3% | Added |
| Tiger Management L.L.C. | 104,100 | $24.2M | 14.50% | 00.0% | Unchanged |
| Charter Trust Co | 104,055 | $24.2M | 2.09% | −4,005−3.7% | Reduced |
| Bank of Nova Scotia Trust Co | 103,902 | $24.2M | 2.74% | −2,544−2.4% | Reduced |
| LaFleur & Godfrey LLC | 103,867 | $24.2M | 4.31% | −9,225−8.2% | Reduced |
| Evoke Wealth, LLC | 103,758 | $24.2M | 0.98% | +398+0.4% | Added |
| Penobscot Investment Management Company, Inc. | 103,603 | $24.1M | 4.50% | −88−0.1% | Reduced |
| North Star Investment Management Corp. | 103,491 | $24.1M | 2.36% | +1,955+1.9% | Added |
| First Financial Bank - Trust Division | 103,469 | $24.1M | 2.96% | −487−0.5% | Reduced |
| First American Trust, FSB | 103,460 | $24.1M | 4.05% | +277+0.3% | Added |
| 11 Capital Partners LP | 103,436 | $24.1M | 11.12% | −25,086−19.5% | Reduced |
| Chescapmanager LLC | 103,392 | $24.1M | 7.32% | +30,000+40.9% | Added |
| Cobblestone Capital Advisors LLC | 103,278 | $24.1M | 2.01% | +338+0.3% | Added |
| Amussen Hunsaker Associates LLC | 103,012 | $24.1M | 6.79% | +6,069+6.3% | Added |
| Goelzer Investment Management, Inc. | 102,861 | $24.0M | 2.39% | +3,709+3.7% | Added |
| Abbrea Capital, LLC | 102,586 | $23.9M | 4.51% | −1,852−1.8% | Reduced |
| Bell Asset Management Ltd | 102,535 | $23.9M | 4.84% | +1,606+1.6% | Added |
| Professional Advisory Services Inc | 102,406 | $23.9M | 4.14% | +3,877+3.9% | Added |
| Canandaigua National Corp | 102,246 | $23.8M | 4.23% | −715−0.7% | Reduced |
| Capital Analysts, LLC | 102,189 | $23.8M | 1.64% | +2,219+2.2% | Added |
| Bourne Lent Asset Management Inc | 102,157 | $23.8M | 10.35% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 102,092 | $23.8M | 1.40% | +49,010+92.3% | Added |
| Harbor Spring Capital, LLC | 102,000 | $23.8M | 7.34% | −8,100−7.4% | Reduced |
| Simmons Bank | 101,873 | $23.7M | 2.21% | −641−0.6% | Reduced |
| Savant Capital, LLC | 101,748 | $23.7M | 0.74% | −1,984−1.9% | Reduced |
| Jacobs & Co | 101,706 | $23.7M | 3.41% | −20.0% | Reduced |
| First Citizens Bank & Trust Co | 101,669 | $23.7M | 0.78% | −24,334−19.3% | Reduced |
| Lee Danner & Bass Inc | 101,660 | $23.7M | 2.50% | +895+0.9% | Added |
| Terry L. Blaker | 101,640 | $23.7M | 2.37% | +847+0.8% | Added |
| James Investment Research Inc | 101,548 | $23.7M | 3.37% | −695−0.7% | Reduced |