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 |
|---|---|---|---|---|---|
| Tufton Capital Management | 86,797 | $20.2M | 4.88% | −29,155−25.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 86,512 | $20.1M | 3.35% | +2,233+2.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 86,426 | $20.1M | 3.69% | +49+0.1% | Added |
| Credential Qtrade Securities Inc. | 86,355 | $20.1M | 1.56% | −9,591−10.0% | Reduced |
| Gladstone Institutional Advisory LLC | 86,296 | $20.1M | 1.57% | −1,128−1.3% | Reduced |
| Moore Capital Management, LP | 86,112 | $20.1M | 0.55% | +34,786+67.8% | Added |
| Burleson & Company, LLC | 86,095 | $20.1M | 4.38% | −410−0.5% | Reduced |
| Ivy Lane Capital Management, LLC | 86,000 | $20.0M | 19.54% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 85,984 | $20.0M | 3.00% | −812−0.9% | Reduced |
| Wahed Invest LLC | 85,649 | $19.9M | 12.17% | +5,930+7.4% | Added |
| Randolph Co Inc | 85,641 | $19.9M | 3.16% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 85,630 | $19.9M | 1.34% | +28,687+50.4% | Added |
| Laurel Wealth Advisors, Inc. | 85,395 | $19.9M | 2.12% | −855−1.0% | Reduced |
| Partners Capital Investment Group, LLP | 85,159 | $19.8M | 1.17% | −10,455−10.9% | Reduced |
| PKO Investment Management Joint-Stock Co | 85,000 | $19.8M | 3.36% | 00.0% | Unchanged |
| Pitcairn Co | 84,870 | $19.8M | 2.21% | −471−0.6% | Reduced |
| Orion Portfolio Solutions, LLC | 84,773 | $19.7M | 0.78% | +928+1.1% | Added |
| Cyrus J. Lawrence, LLC | 84,652 | $19.7M | 5.83% | −2,570−2.9% | Reduced |
| Global Retirement Partners, LLC | 84,847 | $19.7M | 1.49% | +3,203+3.9% | Added |
| Trust Asset Management LLC | 84,553 | $19.7M | 2.69% | +5,799+7.4% | Added |
| Westchester Capital Management, Inc. | 84,536 | $19.7M | 6.35% | −100.0% | Reduced |
| SP Asset Management | 84,499 | $19.7M | 2.69% | −342−0.4% | Reduced |
| Harvest Fund Management Co., Ltd | 84,380 | $19.6M | 5.69% | +4,872+6.1% | Added |
| Blue Fin Capital, Inc. | 84,302 | $19.6M | 7.42% | +80+0.1% | Added |
| Parus Finance (UK) Ltd | 83,707 | $19.5M | 16.93% | +11,932+16.6% | Added |
| King Wealth | 83,702 | $19.5M | 4.95% | +206+0.2% | Added |
| Hills Bank & Trust Co | 83,568 | $19.5M | 2.87% | +2,245+2.8% | Added |
| Covenant Asset Management, LLC | 83,562 | $19.5M | 7.84% | −227−0.3% | Reduced |
| Change Path, LLC | 83,419 | $19.4M | 1.17% | +5,271+6.7% | Added |
| ProVise Management Group, LLC | 83,246 | $19.4M | 2.17% | +4,691+6.0% | Added |
| Edge Capital Group, LLC | 83,181 | $19.4M | 1.59% | +80,353+2,841.3% | Added |
| Lyell Wealth Management, LP | 83,138 | $19.4M | 3.30% | +1,048+1.3% | Added |
| Modera Wealth Management, LLC | 83,098 | $19.4M | 0.98% | −2,644−3.1% | Reduced |
| Lake Street Advisors Group, LLC | 83,043 | $19.3M | 1.40% | +2,854+3.6% | Added |
| Rings Capital Management LLC | 83,000 | $19.3M | 17.32% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 82,922 | $19.3M | 1.36% | −83,608−50.2% | Reduced |
| Group One Trading, L.P. | 82,889 | $19.3M | 0.63% | −251,119−75.2% | Reduced |
| Caldwell Trust Co | 82,778 | $19.3M | 2.86% | −2,092−2.5% | Reduced |
| Icon Wealth Advisors, LLC | 82,707 | $19.3M | 2.34% | +82,707 | New |
| Geneos Wealth Management Inc. | 82,541 | $19.2M | 1.32% | −51,124−38.2% | Reduced |
| First Nebraska Trust Co | 82,536 | $19.2M | 2.75% | +159+0.2% | Added |
| Boenning & Scattergood, Inc. | 82,107 | $19.1M | 3.90% | −8,731−9.6% | Reduced |
| Cubist Systematic Strategies, LLC | 81,899 | $19.1M | 0.14% | −4,290−5.0% | Reduced |
| 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 |
| McIlrath & Eck, LLC | 81,726 | $19.0M | 5.23% | +1,090+1.4% | Added |
| Guardian Capital Advisors LP | 84,236 | $19.0M | 2.38% | +184+0.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 81,648 | $19.0M | 3.16% | +1,279+1.6% | Added |
| Bensler, LLC | 81,543 | $19.0M | 4.53% | +1,909+2.4% | Added |
| Northwest Investment Counselors, LLC | 81,495 | $19.0M | 6.22% | +1,572+2.0% | Added |
| Princeton Capital Management LLC | 81,229 | $18.9M | 8.28% | +659+0.8% | Added |
| Integrated Advisors Network LLC | 81,179 | $18.9M | 1.28% | −4,483−5.2% | Reduced |
| Private Advisory Group LLC | 81,127 | $18.9M | 4.32% | −9,734−10.7% | Reduced |
| Somerville Kurt F | 81,109 | $18.9M | 3.79% | −1,445−1.8% | Reduced |
| Exane Asset Management | 73,550 | $18.9M | 12.61% | 00.0% | Unchanged |
| Center Lake Capital Management, LLC | 81,000 | $18.9M | 33.61% | −54,000−40.0% | Reduced |
| JLB & Associates Inc | 80,737 | $18.8M | 3.34% | +181+0.2% | Added |
| Conning Inc. | 80,717 | $18.8M | 0.67% | −5,568−6.5% | Reduced |
| Foster Dykema Cabot & Co Inc | 80,559 | $18.8M | 2.36% | +404+0.5% | Added |
| Thompson Siegel & Walmsley LLC | 80,537 | $18.8M | 0.32% | −2,107−2.5% | Reduced |
| Pioneer Trust Bank N A | 80,475 | $18.7M | 6.36% | +892+1.1% | Added |
| Cypress Capital Group | 80,348 | $18.7M | 3.12% | −1,619−2.0% | Reduced |
| CMH Wealth Management LLC | 80,261 | $18.7M | 6.85% | +1,050+1.3% | Added |
| Walter Public Investments Inc. | 80,084 | $18.7M | 6.55% | −1,547−1.9% | Reduced |
| Cincinnati Casualty Co | 80,000 | $18.6M | 13.08% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 79,984 | $18.6M | 1.86% | +543+0.7% | Added |
| Kempen Capital Management N.V. | 79,732 | $18.6M | 0.75% | −11,332−12.4% | Reduced |
| Sepio Capital, LP | 79,444 | $18.5M | 1.84% | −10,437−11.6% | Reduced |
| Balentine LLC | 79,153 | $18.4M | 0.70% | +28,588+56.5% | Added |
| 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 |
| Thompson Investment Management, Inc. | 78,957 | $18.4M | 3.57% | −1,189−1.5% | Reduced |
| Private Trust Co NA | 78,772 | $18.3M | 2.98% | −873−1.1% | Reduced |
| 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 |
| O'Brien Greene & Co. Inc | 78,714 | $18.3M | 2.43% | +54,045+219.1% | Added |
| Governors Lane LP | 78,605 | $18.3M | 1.74% | −32,895−29.5% | Reduced |
| Centre Asset Management, LLC | 78,458 | $18.3M | 5.04% | +5,183+7.1% | Added |
| M. Kraus & Co | 78,271 | $18.2M | 7.63% | −110−0.1% | Reduced |
| Chicago Trust Co NA | 78,202 | $18.2M | 4.72% | +324+0.4% | Added |
| Spence Asset Management | 78,113 | $18.2M | 6.38% | −436−0.6% | Reduced |
| Symmetry Partners, LLC | 77,968 | $18.2M | 1.22% | −9,714−11.1% | Reduced |
| Strategic Vision Investment Ltd | 77,916 | $18.1M | 35.53% | +77,916 | New |
| Lathrop Investment Management Corp | 77,807 | $18.1M | 4.79% | −220.0% | Reduced |
| RNC Capital Management LLC | 77,447 | $18.0M | 1.13% | +10,696+16.0% | Added |
| XML Financial, LLC | 77,130 | $18.0M | 2.49% | +57,561+294.1% | Added |
| Webster Bank, N. A. | 77,108 | $18.0M | 2.60% | −587−0.8% | Reduced |
| Anabranch Capital Management, LP | 76,996 | $17.9M | 19.27% | +5,384+7.5% | Added |
| Bank Hapoalim BM | 76,789 | $17.9M | 2.25% | −3,497−4.4% | Reduced |
| Abner Herrman & Brock LLC | 76,189 | $17.7M | 3.25% | −20,746−21.4% | Reduced |
| Woodmont Investment Counsel LLC | 76,071 | $17.7M | 2.21% | +1,093+1.5% | Added |
| Claret Asset Management Corp | 76,060 | $17.7M | 4.20% | +270.0% | Added |
| Jasper Ridge Partners, L.P. | 75,936 | $17.7M | 1.18% | −113−0.1% | Reduced |
| First Western Trust Bank | 75,911 | $17.7M | 1.19% | −349−0.5% | Reduced |
| Courier Capital LLC | 75,906 | $17.7M | 2.19% | −142−0.2% | Reduced |
| American National Bank | 75,700 | $17.6M | 4.22% | +912+1.2% | Added |
| Nelson Capital Management, LLC | 75,622 | $17.6M | 5.18% | +3,912+5.5% | Added |
| Peachtree Investment Partners, LLC | 75,508 | $17.6M | 11.82% | −1,809−2.3% | Reduced |
| Financial Partners Capital Management LLC | 75,193 | $17.5M | 4.14% | −500−0.7% | Reduced |
| Greenwood Capital Associates LLC | 75,190 | $17.5M | 3.01% | −980−1.3% | Reduced |