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
- 4,508
- +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
- 2,160 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 |
|---|---|---|---|---|---|
| Regal Investment Advisors LLC | 65,724 | $15.3M | 1.64% | +2,010+3.2% | Added |
| Soltis Investment Advisors LLC | 65,599 | $15.3M | 2.30% | +21,054+47.3% | Added |
| Wealthsource Partners, LLC | 65,543 | $15.3M | 1.13% | −5,122−7.2% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 65,539 | $15.3M | 5.52% | −4,081−5.9% | Reduced |
| BKD Wealth Advisors, LLC | 65,504 | $15.3M | 0.62% | −891−1.3% | Reduced |
| Alpha Omega Wealth Management LLC | 65,454 | $15.2M | 2.91% | −1,607−2.4% | Reduced |
| Ninety One SA (PTY) Ltd | 63,948 | $15.1M | 6.00% | −62,594−49.5% | Reduced |
| Sand Hill Global Advisors, LLC | 64,888 | $15.1M | 0.95% | −1,195−1.8% | Reduced |
| Hall Laurie J Trustee | 64,690 | $15.1M | 7.42% | −204−0.3% | Reduced |
| Fosun International Ltd | 64,511 | $15.0M | 2.75% | −1,233−1.9% | Reduced |
| Nicollet Investment Management, Inc. | 64,439 | $15.0M | 8.20% | −293−0.5% | Reduced |
| Leuthold Group, LLC | 64,370 | $15.0M | 2.26% | −1,302−2.0% | Reduced |
| Altrafin AG | 64,299 | $15.0M | 8.97% | −1,520−2.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 64,300 | $15.0M | 6.54% | −3,400−5.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 64,030 | $14.9M | 1.92% | +2,587+4.2% | Added |
| Middleton & Co Inc | 63,853 | $14.9M | 2.26% | −1,858−2.8% | Reduced |
| Court Place Advisors, LLC | 63,698 | $14.8M | 5.97% | −274−0.4% | Reduced |
| Parker Investment Management, LLC | 63,656 | $14.8M | 4.85% | −117−0.2% | Reduced |
| Legacy Private Trust Co. | 63,599 | $14.8M | 1.41% | +2,484+4.1% | Added |
| Teewinot Capital Advisers, L.L.C. | 63,583 | $14.8M | 3.40% | +63,583 | New |
| Valley National Advisers Inc | 61,993 | $14.8M | 3.08% | −317−0.5% | Reduced |
| Buckhead Capital Management LLC | 63,473 | $14.8M | 3.83% | −617−1.0% | Reduced |
| Stonebridge Capital Management Inc | 63,407 | $14.8M | 7.63% | −5,963−8.6% | Reduced |
| Trexquant Investment LP | 63,399 | $14.8M | 0.52% | +54,431+606.9% | Added |
| Cheviot Value Management, LLC | 63,312 | $14.7M | 4.03% | −948−1.5% | Reduced |
| Ibex Wealth Advisors | 63,135 | $14.7M | 3.82% | −574−0.9% | Reduced |
| Huber Capital Management LLC | 63,046 | $14.7M | 4.12% | 00.0% | Unchanged |
| Haverford Financial Services, Inc. | 62,744 | $14.6M | 4.48% | −270.0% | Reduced |
| Harbour Investment Management LLC | 62,734 | $14.6M | 9.15% | −204−0.3% | Reduced |
| Stone Point Wealth LLC | 62,688 | $14.6M | 8.97% | −115−0.2% | Reduced |
| BRX Global LP | 62,634 | $14.6M | 17.77% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 62,625 | $14.6M | 6.32% | −235−0.4% | Reduced |
| Ronald Blue Trust, Inc. | 56,759 | $14.6M | 0.26% | +4,304+8.2% | Added |
| EFG Asset Management (Americas) Corp. | 62,170 | $14.5M | 3.67% | −2,221−3.4% | Reduced |
| Vident Investment Advisory, LLC | 77,536 | $14.5M | 0.47% | +7,563+10.8% | Added |
| Camden National Bank | 62,228 | $14.5M | 3.23% | −484−0.8% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 62,151 | $14.5M | 11.39% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 62,142 | $14.5M | 3.20% | +1,193+2.0% | Added |
| Stokes Family Office, LLC | 62,064 | $14.5M | 2.06% | +1,480+2.4% | Added |
| Balboa Wealth Partners | 61,968 | $14.4M | 6.35% | +61,968 | New |
| Headinvest, LLC | 61,900 | $14.4M | 3.45% | +321+0.5% | Added |
| Northstar Asset Management Inc | 61,631 | $14.4M | 4.97% | +547+0.9% | Added |
| Laurel Wealth Advisors LLC | 61,535 | $14.3M | 3.64% | +1,536+2.6% | Added |
| RKL Wealth Management LLC | 61,510 | $14.3M | 2.06% | +619+1.0% | Added |
| Sound View Wealth Advisors Group, LLC | 61,488 | $14.3M | 3.21% | +102+0.2% | Added |
| Gratus Capital LLC | 61,451 | $14.3M | 1.52% | +6,135+11.1% | Added |
| Segment Wealth Management, LLC | 61,404 | $14.3M | 1.79% | +3,972+6.9% | Added |
| Zions Bancorporation, N.A. | 61,208 | $14.3M | 1.49% | −674−1.1% | Reduced |
| WoodTrust Financial Corp | 61,201 | $14.3M | 3.21% | +1,116+1.9% | Added |
| DCM Advisors, LLC | 61,117 | $14.2M | 7.15% | −7,996−11.6% | Reduced |
| Comerica Securities,inc. | 61,071 | $14.2M | 1.17% | +3,537+6.1% | Added |
| Columbus Hill Capital Management, L.P. | 61,034 | $14.2M | 5.07% | 00.0% | Unchanged |
| Mather Group, LLC. | 60,851 | $14.2M | 0.31% | +2,584+4.4% | Added |
| Vista Equity Partners Management, LLC | 60,700 | $14.1M | 0.23% | +626+1.0% | Added |
| Adalta Capital Management LLC | 60,625 | $14.1M | 10.14% | −1,860−3.0% | Reduced |
| SevenBridge Financial Group, LLC | 60,610 | $14.1M | 4.78% | +5,797+10.6% | Added |
| Joel Isaacson & Co., LLC | 60,565 | $14.1M | 1.22% | +1,778+3.0% | Added |
| Trustcore Financial Services, LLC | 60,407 | $14.1M | 1.34% | −454−0.7% | Reduced |
| Wealthcare Advisory Partners LLC | 60,294 | $14.0M | 0.80% | +4,818+8.7% | Added |
| Schwerin Boyle Capital Management Inc | 60,210 | $14.0M | 1.53% | −700−1.1% | Reduced |
| Allied Investment Advisors, LLC | 60,181 | $14.0M | 5.23% | +807+1.4% | Added |
| Stansberry Asset Management, LLC | 60,014 | $14.0M | 3.02% | +2,794+4.9% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 60,000 | $14.0M | 6.42% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 59,796 | $13.9M | 4.86% | +50.0% | Added |
| Zuckerman Investment Group, LLC | 59,782 | $13.9M | 2.61% | +1,658+2.9% | Added |
| Knuff & Co LLC | 59,634 | $13.9M | 6.57% | −882−1.5% | Reduced |
| Regent Investment Management LLC | 59,573 | $13.9M | 4.05% | +725+1.2% | Added |
| Ascent Group, LLC | 59,707 | $13.9M | 1.69% | +4,487+8.1% | Added |
| Focus Financial Network, Inc. | 59,442 | $13.8M | 1.20% | +1,973+3.4% | Added |
| Makena Capital Management LLC | 59,346 | $13.8M | 2.30% | −7,725−11.5% | Reduced |
| Alley Investment Management Company, LLC | 59,162 | $13.8M | 2.75% | +89+0.2% | Added |
| NatWest Group plc | 59,092 | $13.8M | 7.99% | +10,038+20.5% | Added |
| YorkBridge Wealth Partners, LLC | 59,062 | $13.8M | 3.55% | +3,077+5.5% | Added |
| EULAV Asset Management | 59,012 | $13.7M | 0.61% | −4,015−6.4% | Reduced |
| Graypoint LLC | 58,938 | $13.7M | 1.77% | −2,753−4.5% | Reduced |
| Motley Fool Wealth Management, LLC | 58,905 | $13.7M | 0.90% | +813+1.4% | Added |
| Pavion Blue Capital, LLC | 58,800 | $13.7M | 9.83% | −69−0.1% | Reduced |
| Diligent Investors, LLC | 58,752 | $13.7M | 4.88% | −61−0.1% | Reduced |
| Miramar Capital, LLC | 60,835 | $13.7M | 3.76% | +10,186+20.1% | Added |
| TrinityPoint Wealth, LLC | 58,459 | $13.6M | 3.11% | +1,181+2.1% | Added |
| Marietta Investment Partners LLC | 61,487 | $13.6M | 4.04% | +36+0.1% | Added |
| Berkshire Bank | 58,399 | $13.6M | 4.16% | −304−0.5% | Reduced |
| Glen Eagle Advisors, LLC | 58,257 | $13.6M | 3.94% | −1,583−2.6% | Reduced |
| City Holding Co | 58,218 | $13.6M | 2.69% | −1,020−1.7% | Reduced |
| Csenge Advisory Group | 58,158 | $13.5M | 1.12% | +380+0.7% | Added |
| Kovack Advisors, Inc. | 57,989 | $13.5M | 1.98% | −6,141−9.6% | Reduced |
| Plimoth Trust Co LLC | 57,873 | $13.5M | 4.66% | −587−1.0% | Reduced |
| Trybe Capital Management LP | 57,838 | $13.5M | 13.46% | −3,614−5.9% | Reduced |
| BIT Capital GmbH | 57,777 | $13.5M | 2.59% | −2,458−4.1% | Reduced |
| Osher Van de Voorde Investment Management | 57,732 | $13.4M | 3.71% | +4,953+9.4% | Added |
| Monarch Capital Management Inc | 57,681 | $13.4M | 4.38% | −1,932−3.2% | Reduced |
| Augustine Asset Management Inc | 57,683 | $13.4M | 8.83% | +172+0.3% | Added |
| De Burlo Group Inc | 57,481 | $13.4M | 3.19% | +46,659+431.1% | Added |
| Arcadia Investment Management Corp | 57,463 | $13.4M | 3.24% | −1,086−1.9% | Reduced |
| Harbour Investments, Inc. | 52,059 | $13.4M | 0.90% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 57,289 | $13.3M | 7.97% | −197−0.3% | Reduced |
| Act Two Investors LLC | 57,196 | $13.3M | 13.48% | −91−0.2% | Reduced |
| Annex Advisory Services, LLC | 57,119 | $13.3M | 0.90% | +4,766+9.1% | Added |
| Meridian Wealth Advisors, LLC | 57,077 | $13.3M | 3.74% | −959−1.7% | Reduced |
| Hendley & Co Inc | 56,903 | $13.3M | 6.11% | −135−0.2% | Reduced |