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 |
|---|---|---|---|---|---|
| Charles-Lim Capital Ltd | 75,000 | $17.5M | 3.51% | +75,000 | New |
| AMG National Trust Bank | 74,739 | $17.4M | 0.66% | +9,965+15.4% | Added |
| Intrust Bank NA | 74,682 | $17.4M | 2.68% | −758−1.0% | Reduced |
| Verdence Capital Advisors LLC | 74,568 | $17.4M | 2.39% | +11,113+17.5% | Added |
| Canal Insurance CO | 74,500 | $17.4M | 5.20% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 74,461 | $17.3M | 4.18% | −6,162−7.6% | Reduced |
| Paragon Capital Management Ltd | 74,091 | $17.3M | 4.93% | +60.0% | Added |
| Dash Acquisitions Inc. | 73,968 | $17.2M | 9.63% | +3,510+5.0% | Added |
| Front Barnett Associates LLC | 73,876 | $17.2M | 2.27% | −805−1.1% | Reduced |
| Exchange Capital Management, Inc. | 73,829 | $17.2M | 3.99% | −493−0.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 73,793 | $17.2M | 4.58% | −251−0.3% | Reduced |
| Naples Global Advisors, LLC | 73,755 | $17.2M | 2.36% | +913+1.3% | Added |
| Unigestion Holding SA | 72,320 | $17.2M | 1.00% | −9,395−11.5% | Reduced |
| One Capital Management, LLC | 73,643 | $17.2M | 1.01% | +1,836+2.6% | Added |
| Canvas Wealth Advisors, LLC | 74,040 | $17.1M | 7.29% | +1,822+2.5% | Added |
| Ameritas Advisory Services, LLC | 73,481 | $17.1M | 1.02% | +1,687+2.3% | Added |
| Motco | 73,442 | $17.1M | 1.35% | −252−0.3% | Reduced |
| Ashburton (Jersey) Ltd | 73,384 | $17.1M | 10.19% | −1,546−2.1% | Reduced |
| Rice Partnership, LLC | 73,164 | $17.0M | 5.47% | +11,698+19.0% | Added |
| McRae Capital Management Inc | 73,111 | $17.0M | 5.18% | −964−1.3% | Reduced |
| Hutchinson Capital Management | 73,079 | $17.0M | 4.63% | +646+0.9% | Added |
| Davide Leone & Partners Investment Co Ltd. | 72,921 | $17.0M | 24.00% | +72,921 | New |
| Rothschild Investment Corp | 72,900 | $17.0M | 1.68% | −3,421−4.5% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 72,536 | $16.9M | 9.31% | +8,596+13.4% | Added |
| Chemung Canal Trust Co | 72,408 | $16.9M | 4.20% | −1,483−2.0% | Reduced |
| Hoffman, Alan N Investment Management | 72,403 | $16.9M | 11.45% | +4,037+5.9% | Added |
| V Wealth Advisors LLC | 72,332 | $16.8M | 3.38% | −1,599−2.2% | Reduced |
| JGP Wealth Management, LLC | 71,889 | $16.8M | 3.54% | +2,440+3.5% | Added |
| Mizuho Markets Cayman LP | 72,256 | $16.8M | 2.41% | +72,256 | New |
| CCM Investment Advisers LLC | 72,227 | $16.8M | 2.86% | +740+1.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 72,200 | $16.8M | 4.75% | −9,653−11.8% | Reduced |
| Blackhill Capital Inc | 72,050 | $16.8M | 1.99% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 72,036 | $16.8M | 3.82% | −758,273−91.3% | Reduced |
| Pennant Investors, LP | 72,000 | $16.8M | 9.59% | −4,787−6.2% | Reduced |
| Financial Insights, Inc. | 71,942 | $16.8M | 11.27% | +22,352+45.1% | Added |
| ARS Wealth Advisors Group, LLC | 71,849 | $16.7M | 2.56% | +4,332+6.4% | Added |
| Fund Management at Engine No. 1 LLC | 71,711 | $16.7M | 4.92% | −3,808−5.0% | Reduced |
| Hohimer Wealth Management, LLC | 71,490 | $16.6M | 5.35% | +5,052+7.6% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 71,144 | $16.6M | 0.71% | −10,394−12.7% | Reduced |
| Cohen Capital Management, Inc. | 71,192 | $16.6M | 3.66% | +1,000+1.4% | Added |
| Journey Advisory Group, LLC | 71,108 | $16.6M | 4.23% | +6,830+10.6% | Added |
| Peak Asset Management, LLC | 71,107 | $16.6M | 4.72% | +2,133+3.1% | Added |
| Tamar Securities, LLC | 71,107 | $16.6M | 5.30% | +7,417+11.6% | Added |
| Weik Capital Management | 71,096 | $16.6M | 8.26% | −927−1.3% | Reduced |
| Milestones Administradora de Recursos Ltda. | 71,020 | $16.5M | 11.25% | +19,360+37.5% | Added |
| Parcion Private Wealth LLC | 71,010 | $16.5M | 1.87% | −25,708−26.6% | Reduced |
| GHP Investment Advisors, Inc. | 71,010 | $16.5M | 1.27% | +2,024+2.9% | Added |
| Balasa Dinverno & Foltz LLC | 70,893 | $16.5M | 1.04% | +2,193+3.2% | Added |
| Wright Investors Service Inc | 70,542 | $16.4M | 5.16% | −1,550−2.2% | Reduced |
| Mark Stevens | 70,232 | $16.4M | 2.29% | −4,959−6.6% | Reduced |
| Toth Financial Advisory Corp | 70,207 | $16.4M | 2.96% | +1,327+1.9% | Added |
| Van Strum & Towne Inc. | 70,192 | $16.3M | 7.55% | −490−0.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 70,040 | $16.3M | 1.99% | −1,820−2.5% | Reduced |
| Verity & Verity, LLC | 70,035 | $16.3M | 2.63% | +2,163+3.2% | Added |
| Chicago Partners Investment Group LLC | 71,564 | $16.3M | 1.16% | +3,016+4.4% | Added |
| Arthur M. Cohen & Associates, LLC | 69,975 | $16.3M | 4.48% | −883−1.2% | Reduced |
| Jump Financial, LLC | 69,912 | $16.3M | 0.63% | +69,912 | New |
| SFMG, LLC | 72,018 | $16.3M | 1.90% | +970+1.4% | Added |
| Foster & Motley Inc | 69,775 | $16.3M | 1.54% | −1,484−2.1% | Reduced |
| Community Bank, N.A. | 69,462 | $16.2M | 2.47% | +1,215+1.8% | Added |
| Zeke Capital Advisors, LLC | 69,436 | $16.2M | 1.18% | −2,715−3.8% | Reduced |
| Stockman Wealth Management, Inc. | 69,404 | $16.2M | 4.39% | +1,285+1.9% | Added |
| Capital Planning LLC | 69,277 | $16.1M | 9.14% | −4,154−5.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 69,255 | $16.1M | 5.13% | −2,856−4.0% | Reduced |
| Vision Capital Management, Inc. | 69,109 | $16.1M | 3.32% | +488+0.7% | Added |
| Scholtz & Company, LLC | 65,065 | $16.1M | 11.48% | −26,844−29.2% | Reduced |
| Perkins Coie Trust Co | 68,950 | $16.1M | 6.16% | +458+0.7% | Added |
| Venturi Wealth Management, LLC | 68,874 | $16.0M | 1.54% | +3,973+6.1% | Added |
| Buckingham Capital Management, Inc. | 68,791 | $16.0M | 3.11% | +1,852+2.8% | Added |
| Farmers Trust Co | 68,768 | $16.0M | 4.01% | −280−0.4% | Reduced |
| First Interstate Bank | 68,419 | $15.9M | 1.28% | +1,840+2.8% | Added |
| Alpha Family Trust | 68,266 | $15.9M | 12.02% | +2,300+3.5% | Added |
| Perennial Advisors, LLC | 68,213 | $15.9M | 5.21% | +4,595+7.2% | Added |
| Sompo Asset Management Co., Ltd. | 68,210 | $15.9M | 4.05% | +10,630+18.5% | Added |
| River Wealth Advisors LLC | 68,167 | $15.9M | 3.42% | −1,174−1.7% | Reduced |
| Hayek Kallen Investment Management | 68,098 | $15.9M | 7.45% | −438−0.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 68,036 | $15.8M | 4.94% | −206−0.3% | Reduced |
| Bellecapital International Ltd. | 67,913 | $15.8M | 4.83% | −5,196−7.1% | Reduced |
| Global Endowment Management, LP | 67,859 | $15.8M | 1.59% | 00.0% | Unchanged |
| Arrow Financial Corp | 67,683 | $15.8M | 2.30% | −751−1.1% | Reduced |
| Mark Asset Management LP | 67,480 | $15.7M | 3.89% | −140.0% | Reduced |
| Wellington Shields & Co., LLC | 67,365 | $15.7M | 6.84% | +500+0.7% | Added |
| Davy Global Fund Management Ltd | 67,277 | $15.7M | 3.52% | −2,803−4.0% | Reduced |
| Broadleaf Partners, LLC | 67,178 | $15.6M | 6.51% | −353−0.5% | Reduced |
| Brasada Capital Management, LP | 67,112 | $15.6M | 3.71% | −288−0.4% | Reduced |
| Edgestream Partners, L.P. | 67,069 | $15.6M | 1.21% | −48,903−42.2% | Reduced |
| South Street Advisors LLC | 67,060 | $15.6M | 3.85% | −766−1.1% | Reduced |
| RPG Investment Advisory, LLC | 67,017 | $15.6M | 3.37% | +7,248+12.1% | Added |
| Qtron Investments LLC | 66,873 | $15.6M | 3.87% | −973−1.4% | Reduced |
| International Assets Investment Management, LLC | 95,724 | $15.6M | 3.35% | +2,520+2.7% | Added |
| Borer Denton & Associates, Inc. | 66,734 | $15.5M | 7.73% | +1,188+1.8% | Added |
| Arjuna Capital | 66,656 | $15.5M | 7.63% | +2,568+4.0% | Added |
| Renaissance Investment Group LLC | 62,751 | $15.5M | 4.84% | −736−1.2% | Reduced |
| Zevin Asset Management LLC | 66,406 | $15.5M | 3.65% | +2,827+4.4% | Added |
| Iyo Bank, Ltd. | 66,077 | $15.4M | 8.25% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 66,000 | $15.4M | 4.31% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 65,945 | $15.4M | 1.07% | +1,210+1.9% | Added |
| Quadrant Capital Group LLC | 65,924 | $15.4M | 2.03% | +3,125+5.0% | Added |
| Fundamentun, LLC | 65,828 | $15.3M | 3.10% | −4,083−5.8% | Reduced |
| Curi Capital | 65,823 | $15.3M | 2.55% | +2,029+3.2% | Added |