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 |
|---|---|---|---|---|---|
| Country Club Bank | 99,485 | $23.6M | 2.26% | +1,616+1.7% | Added |
| RWWM, Inc. | 101,277 | $23.6M | 3.37% | +250.0% | Added |
| Connors Investor Services Inc | 101,040 | $23.5M | 3.08% | +1,250+1.3% | Added |
| Blue Chip Partners, Inc. | 100,747 | $23.5M | 3.22% | +2,881+2.9% | Added |
| Morningstar Investment Management LLC | 100,314 | $23.4M | 4.43% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 100,213 | $23.3M | 5.53% | −2,757−2.7% | Reduced |
| Schmidt P J Investment Management Inc | 96,204 | $23.3M | 5.61% | −2,885−2.9% | Reduced |
| Bornite Capital Management LP | 100,000 | $23.3M | 6.59% | −50,000−33.3% | Reduced |
| Greenbrier Partners Capital Management, LLC | 100,000 | $23.3M | 2.98% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 99,913 | $23.3M | 2.11% | −4,367−4.2% | Reduced |
| First Hawaiian Bank | 99,697 | $23.2M | 0.90% | +958+1.0% | Added |
| Hunter Associates Investment Management LLC | 99,537 | $23.2M | 6.00% | +245+0.2% | Added |
| Hallmark Capital Management Inc | 99,380 | $23.1M | 2.31% | −5,360−5.1% | Reduced |
| Harbor Investment Advisory, LLC | 99,073 | $23.1M | 3.80% | +748+0.8% | Added |
| Columbia Asset Management | 98,912 | $23.0M | 6.12% | +1,016+1.0% | Added |
| Sycomore Asset Management | 96,877 | $23.0M | 6.49% | +9,170+10.5% | Added |
| Robertson Stephens Wealth Management, LLC | 98,639 | $23.0M | 2.59% | +1,444+1.5% | Added |
| Auxano Advisors, LLC | 98,610 | $23.0M | 10.56% | +12,145+14.0% | Added |
| Criteria Caixa, S.A.U. | 98,345 | $22.9M | 3.33% | +2,400+2.5% | Added |
| Vantage Investment Partners, LLC | 98,248 | $22.9M | 3.59% | −107,150−52.2% | Reduced |
| Level Four Advisory Services, LLC | 98,167 | $22.9M | 2.22% | +383+0.4% | Added |
| Culbertson A N & Co Inc | 97,275 | $22.7M | 5.26% | −2,194−2.2% | Reduced |
| Rossmore Private Capital | 97,547 | $22.6M | 4.05% | +1,229+1.3% | Added |
| Rollins Financial | 97,193 | $22.6M | 8.43% | +7,841+8.8% | Added |
| Monetary Management Group Inc | 96,930 | $22.6M | 7.44% | −2,800−2.8% | Reduced |
| St Germain D J Co Inc | 87,897 | $22.6M | 1.49% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 96,905 | $22.6M | 2.69% | +1,522+1.6% | Added |
| Madison Wealth Management | 96,846 | $22.6M | 5.58% | −953−1.0% | Reduced |
| Clare Market Investments LLC | 96,728 | $22.5M | 9.73% | −1,870−1.9% | Reduced |
| NBT Bank N A | 96,717 | $22.5M | 3.68% | −1,365−1.4% | Reduced |
| Ironwood Investment Counsel, LLC | 96,559 | $22.5M | 6.42% | +1,701+1.8% | Added |
| Visionary Wealth Advisors | 96,532 | $22.5M | 2.34% | −2,662−2.7% | Reduced |
| Edge Wealth Management LLC | 95,203 | $22.5M | 4.97% | +1,268+1.3% | Added |
| Mitchell Capital Management Co | 96,264 | $22.4M | 6.36% | +726+0.8% | Added |
| Absher Wealth Management, LLC | 96,195 | $22.4M | 4.70% | −827−0.9% | Reduced |
| Verde Servicos Internacionais S.A. | 96,173 | $22.4M | 7.55% | −85,444−47.0% | Reduced |
| Smithfield Trust Co | 96,156 | $22.4M | 1.61% | −923−1.0% | Reduced |
| C Partners Holding GmbH | 95,984 | $22.4M | 4.67% | 00.0% | Unchanged |
| 1st Source Bank | 95,934 | $22.3M | 1.63% | +851+0.9% | Added |
| Vicus Capital | 95,809 | $22.3M | 2.63% | +458+0.5% | Added |
| Waldron Private Wealth LLC | 95,702 | $22.3M | 1.39% | +2,335+2.5% | Added |
| Dock Street Asset Management Inc | 95,695 | $22.3M | 5.34% | −208−0.2% | Reduced |
| Nicola Wealth Management Ltd. | 95,660 | $22.3M | 2.45% | −3,556−3.6% | Reduced |
| Sky Investment Group LLC | 95,146 | $22.2M | 5.76% | +287+0.3% | Added |
| Thoroughbred Financial Services, LLC | 95,089 | $22.1M | 4.22% | −601−0.6% | Reduced |
| Lowell Blake & Associates Inc. | 94,087 | $21.9M | 8.58% | +5,719+6.5% | Added |
| Merit Financial Group, LLC | 94,049 | $21.9M | 0.95% | −18,353−16.3% | Reduced |
| Strategic Advisors LLC | 93,681 | $21.8M | 4.84% | +596+0.6% | Added |
| Pacific Global Investment Management CO | 93,308 | $21.7M | 5.27% | +1,310+1.4% | Added |
| Cadinha & Co LLC | 93,089 | $21.7M | 7.30% | +25,326+37.4% | Added |
| Eubel Brady & Suttman Asset Management Inc | 93,022 | $21.7M | 3.87% | +4,063+4.6% | Added |
| Verition Fund Management LLC | 93,019 | $21.7M | 0.30% | +61,618+196.2% | Added |
| Sawtooth Solutions, LLC | 92,971 | $21.7M | 3.14% | +11,240+13.8% | Added |
| Covington Investment Advisors Inc. | 92,861 | $21.6M | 5.60% | +368+0.4% | Added |
| J.W. Cole Advisors, Inc. | 92,679 | $21.6M | 1.80% | +234+0.3% | Added |
| Thames Capital Management LLC | 92,570 | $21.6M | 10.70% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 92,445 | $21.5M | 1.64% | +15,401+20.0% | Added |
| Summit Global Investments | 92,365 | $21.5M | 1.99% | −1,025−1.1% | Reduced |
| Greatmark Investment Partners, Inc. | 92,323 | $21.5M | 4.15% | −296−0.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 92,258 | $21.5M | 2.93% | −1,411−1.5% | Reduced |
| Americana Partners, LLC | 92,255 | $21.5M | 3.84% | +5,351+6.2% | Added |
| TruWealth Advisors, LLC | 92,158 | $21.5M | 2.27% | +1,514+1.7% | Added |
| Perigon Wealth Management, LLC | 92,045 | $21.4M | 1.85% | +1,975+2.2% | Added |
| Core Alternative Capital | 92,037 | $21.4M | 3.42% | +26,895+41.3% | Added |
| Crake Asset Management LLP | 91,762 | $21.4M | 6.18% | −43,684−32.3% | Reduced |
| Progressive Investment Management Corp | 91,738 | $21.4M | 8.78% | +480+0.5% | Added |
| Foyston, Gordon, & Payne Inc | 91,710 | $21.4M | 5.85% | +11,778+14.7% | Added |
| Cigna Investments Inc | 91,592 | $21.3M | 4.75% | −4,579−4.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 91,199 | $21.2M | 2.40% | −2,372−2.5% | Reduced |
| Leavell Investment Management, Inc. | 90,777 | $21.1M | 1.68% | −678−0.7% | Reduced |
| Freemont Management S.A. | 90,461 | $21.1M | 3.84% | −2,600−2.8% | Reduced |
| Wealthspire Advisors, LLC | 90,295 | $21.0M | 0.44% | +4,294+5.0% | Added |
| Fulcrum Capital LLC | 90,283 | $21.0M | 6.25% | −1,367−1.5% | Reduced |
| Central Securities Corp | 90,000 | $21.0M | 2.95% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 90,000 | $21.0M | 4.96% | +329+0.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 89,991 | $21.0M | 6.48% | −11,652−11.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 89,894 | $20.9M | 2.50% | −1,234−1.4% | Reduced |
| American Assets Investment Management, LLC | 89,650 | $20.9M | 2.72% | 00.0% | Unchanged |
| Advisory Research Inc | 89,553 | $20.9M | 2.04% | +37,072+70.6% | Added |
| Rempart Asset Management Inc. | 89,495 | $20.8M | 5.40% | −850−0.9% | Reduced |
| LSV Asset Management | 89,345 | $20.8M | 0.05% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 89,275 | $20.8M | 0.56% | −12,900−12.6% | Reduced |
| Bowling Portfolio Management LLC | 89,227 | $20.8M | 5.71% | −8,993−9.2% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 89,139 | $20.8M | 2.98% | +85,939+2,685.6% | Added |
| Griffin Asset Management, Inc. | 88,801 | $20.7M | 3.44% | +472+0.5% | Added |
| Dividend Assets Capital, LLC | 88,748 | $20.7M | 4.74% | −2,027−2.2% | Reduced |
| SeaCrest Wealth Management, LLC | 88,462 | $20.6M | 3.13% | −4,614−5.0% | Reduced |
| Allen Operations LLC | 88,383 | $20.6M | 5.49% | 00.0% | Unchanged |
| Alerus Financial NA | 88,234 | $20.6M | 2.04% | +868+1.0% | Added |
| Gifford Fong Associates | 88,168 | $20.5M | 5.08% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 87,848 | $20.5M | 4.15% | +3,770+4.5% | Added |
| Mechanics Bank Trust Department | 87,839 | $20.5M | 3.87% | −1,051−1.2% | Reduced |
| Axxcess Wealth Management, LLC | 87,795 | $20.4M | 2.06% | +2,155+2.5% | Added |
| Bath Savings Trust Co | 87,656 | $20.4M | 2.84% | +539+0.6% | Added |
| Kemnay Advisory Services Inc. | 87,593 | $20.4M | 6.55% | −26,080−22.9% | Reduced |
| Power Corp of Canada | 87,545 | $20.4M | 3.03% | +87,545 | New |
| Marco Investment Management LLC | 87,506 | $20.4M | 2.58% | −1,257−1.4% | Reduced |
| United Asset Strategies, Inc. | 87,507 | $20.4M | 3.13% | +1,881+2.2% | Added |
| Anchor Investment Management, LLC | 87,456 | $20.4M | 3.16% | +523+0.6% | Added |
| D L Carlson Investment Group Inc | 87,036 | $20.3M | 4.41% | −1,814−2.0% | Reduced |