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 |
|---|---|---|---|---|---|
| Bessemer Securities LLC | 56,885 | $13.2M | 4.76% | −2,950−4.9% | Reduced |
| Independent Investors Inc | 56,806 | $13.2M | 3.76% | −255−0.4% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 55,729 | $13.2M | 3.06% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 56,758 | $13.2M | 2.88% | +620+1.1% | Added |
| Fragasso Group Inc. | 56,711 | $13.2M | 1.87% | +3,064+5.7% | Added |
| Cornerstone Wealth Management, LLC | 56,519 | $13.2M | 1.47% | +1,084+2.0% | Added |
| Moreno Evelyn V | 56,179 | $13.1M | 5.91% | −44,944−44.4% | Reduced |
| Colonial Trust Co | 56,068 | $13.1M | 4.16% | +56,068 | New |
| Consolidated Planning Corp | 56,048 | $13.1M | 4.07% | −1,019−1.8% | Reduced |
| Bluegrass Capital Partners LP | 56,000 | $13.0M | 12.88% | +4,000+7.7% | Added |
| West Coast Financial LLC | 55,884 | $13.0M | 2.40% | +552+1.0% | Added |
| M Holdings Securities, Inc. | 55,856 | $13.0M | 1.44% | −1,460−2.5% | Reduced |
| Hotaling Investment Management, LLC | 55,823 | $13.0M | 6.24% | +677+1.2% | Added |
| Angeles Wealth Management, LLC | 55,786 | $13.0M | 2.57% | −29−0.1% | Reduced |
| New England Asset Management Inc | 55,743 | $13.0M | 0.22% | −1,603−2.8% | Reduced |
| Atlantic Trust, LLC | 55,721 | $13.0M | 4.52% | +20,493+58.2% | Added |
| Lincoln Capital Corp | 55,677 | $13.0M | 8.71% | −358−0.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 55,661 | $13.0M | 3.27% | +346+0.6% | Added |
| Mitchell Sinkler & Starr | 55,642 | $13.0M | 5.02% | +256+0.5% | Added |
| Seeyond | 55,618 | $13.0M | 1.56% | −5,395−8.8% | Reduced |
| Virtu Financial LLC | 55,512 | $12.9M | 1.18% | +40,814+277.7% | Added |
| Campbell Capital Management Inc | 55,510 | $12.9M | 11.91% | −510−0.9% | Reduced |
| Zhang Financial LLC | 55,460 | $12.9M | 1.95% | +1,006+1.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 55,429 | $12.9M | 1.09% | +474+0.9% | Added |
| Flagship Harbor Advisors, LLC | 55,335 | $12.9M | 1.49% | −60.0% | Reduced |
| Benin Management CORP | 55,293 | $12.9M | 5.36% | −276−0.5% | Reduced |
| Laidlaw Wealth Management LLC | 55,281 | $12.9M | 3.01% | −1,604−2.8% | Reduced |
| Centaurus Financial, Inc. | 55,276 | $12.9M | 1.26% | +4,568+9.0% | Added |
| Holderness Investments Co | 55,200 | $12.9M | 5.84% | −1,421−2.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 55,050 | $12.8M | 5.40% | −1,500−2.7% | Reduced |
| RBF Capital, LLC | 55,000 | $12.8M | 1.10% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 54,915 | $12.8M | 2.04% | −644−1.2% | Reduced |
| Elk River Wealth Management, LLC | 54,870 | $12.8M | 3.37% | +2,131+4.0% | Added |
| Tenere Capital LLC | 54,822 | $12.8M | 6.21% | −16,100−22.7% | Reduced |
| Condor Capital Management | 54,824 | $12.8M | 1.66% | +2,125+4.0% | Added |
| Asset Planning Services Inc | 54,767 | $12.8M | 8.96% | −200−0.4% | Reduced |
| Cardinal Capital Management | 54,750 | $12.8M | 3.02% | −437−0.8% | Reduced |
| Strategy Asset Managers LLC | 54,720 | $12.7M | 3.46% | +1,276+2.4% | Added |
| Wayfinding Financial, LLC | 54,667 | $12.7M | 11.88% | +370+0.7% | Added |
| Cubic Asset Management, LLC | 54,608 | $12.7M | 3.79% | +50+0.1% | Added |
| Rench Wealth Management, Inc. | 54,541 | $12.7M | 7.12% | +425+0.8% | Added |
| Sigma Investment Counselors Inc | 54,510 | $12.7M | 1.08% | +81+0.1% | Added |
| Avidian Wealth Solutions, LLC | 54,332 | $12.7M | 0.91% | +2,626+5.1% | Added |
| Horiko Capital Management LLC | 54,327 | $12.7M | 11.58% | +327+0.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 54,303 | $12.6M | 7.70% | +267+0.5% | Added |
| Hamilton Point Investment Advisors, LLC | 54,223 | $12.6M | 3.84% | +1,025+1.9% | Added |
| Koshinski Asset Management, Inc. | 54,113 | $12.6M | 1.50% | +250+0.5% | Added |
| Ally Financial Inc. | 54,000 | $12.6M | 2.07% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 54,155 | $12.6M | 5.25% | −561−1.0% | Reduced |
| NorthRock Partners, LLC | 53,868 | $12.5M | 1.46% | −1,146−2.1% | Reduced |
| Brookfield Asset Management Inc. | 53,844 | $12.5M | 0.05% | +31,922+145.6% | Added |
| Mattern Wealth Management LLC | 53,504 | $12.5M | 5.01% | +435+0.8% | Added |
| Shikiar Asset Management Inc | 53,456 | $12.4M | 5.01% | −410−0.8% | Reduced |
| Valmark Advisers, Inc. | 53,381 | $12.4M | 0.25% | −93−0.2% | Reduced |
| ICA Group Wealth Management, LLC | 53,299 | $12.4M | 2.64% | +3,114+6.2% | Added |
| Seizert Capital Partners, LLC | 53,240 | $12.4M | 0.70% | +187+0.4% | Added |
| QVR LLC | 53,236 | $12.4M | 11.29% | +11,641+28.0% | Added |
| TRUE Private Wealth Advisors | 53,128 | $12.4M | 1.87% | +546+1.0% | Added |
| Jackson Square Capital, LLC | 53,079 | $12.4M | 6.03% | +3,810+7.7% | Added |
| BFSG, LLC | 53,069 | $12.4M | 2.63% | −1,874−3.4% | Reduced |
| Lake Street Financial LLC | 53,065 | $12.4M | 2.85% | −1,067−2.0% | Reduced |
| L & S Advisors Inc | 53,061 | $12.4M | 2.18% | −13,037−19.7% | Reduced |
| Farmers National Bank | 52,953 | $12.3M | 4.94% | +585+1.1% | Added |
| Hodges Capital Management Inc. | 52,939 | $12.3M | 2.03% | −10,048−16.0% | Reduced |
| Kore Private Wealth LLC | 52,907 | $12.3M | 2.23% | −1,229−2.3% | Reduced |
| Hartford Financial Management Inc. | 52,875 | $12.3M | 3.62% | −386−0.7% | Reduced |
| Gardner Lewis Asset Management L P | 52,775 | $12.3M | 2.83% | −140−0.3% | Reduced |
| Capital Investment Counsel, Inc | 52,706 | $12.3M | 3.57% | −1,057−2.0% | Reduced |
| Baker Chad R | 52,625 | $12.3M | 3.49% | 00.0% | Unchanged |
| First Sabrepoint Capital Management LP | 52,500 | $12.2M | 5.93% | +2,700+5.4% | Added |
| Proequities, Inc. | 52,425 | $12.2M | 1.16% | +2,395+4.8% | Added |
| Decatur Capital Management, Inc. | 52,420 | $12.2M | 9.24% | +70.0% | Added |
| Roberts Glore & Co Inc | 52,372 | $12.2M | 4.36% | +96+0.2% | Added |
| Sentry Investment Management LLC | 52,307 | $12.2M | 5.78% | +660+1.3% | Added |
| swisspartners Ltd. | 52,283 | $12.2M | 12.60% | −450−0.9% | Reduced |
| Andesa Financial Management Inc. | 52,307 | $12.2M | 4.26% | +23,203+79.7% | Added |
| McCollum Christoferson Group LLC | 52,173 | $12.2M | 4.06% | −592−1.1% | Reduced |
| Greenwich Wealth Management LLC | 52,167 | $12.2M | 1.30% | +362+0.7% | Added |
| Glassman Wealth Services | 52,165 | $12.1M | 2.58% | +730+1.4% | Added |
| Institute for Wealth Management, LLC. | 52,051 | $12.1M | 2.72% | +93+0.2% | Added |
| FORA Capital, LLC | 52,012 | $12.1M | 2.32% | +52,012 | New |
| Miura Global Management, LLC | 52,000 | $12.1M | 7.26% | +2,000+4.0% | Added |
| Allred Capital Management, LLC | 51,998 | $12.1M | 7.55% | −257−0.5% | Reduced |
| Arete Wealth Advisors, LLC | 51,921 | $12.1M | 1.18% | +23,162+80.5% | Added |
| American Money Management, LLC | 51,833 | $12.1M | 3.68% | −28−0.1% | Reduced |
| Spectrum Management Group, LLC | 51,835 | $12.1M | 2.62% | +400+0.8% | Added |
| HCR Wealth Advisors | 51,666 | $12.0M | 2.56% | −254−0.5% | Reduced |
| Johnson Financial Group, Inc. | 51,790 | $12.0M | 1.11% | −4,935−8.7% | Reduced |
| Grand Jean Capital Management Inc | 51,661 | $12.0M | 5.33% | +575+1.1% | Added |
| Boyar Asset Management Inc. | 51,608 | $12.0M | 9.90% | −1,473−2.8% | Reduced |
| Arkadios Wealth Advisors | 51,542 | $12.0M | 1.82% | +5,125+11.0% | Added |
| Wills Financial Group, Inc. | 51,510 | $12.0M | 6.66% | +183+0.4% | Added |
| Miller Wealth Advisors, LLC | 46,545 | $12.0M | 9.76% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 51,253 | $11.9M | 6.33% | −1,902−3.6% | Reduced |
| Synergy Financial Management, LLC | 51,002 | $11.9M | 3.20% | −11,268−18.1% | Reduced |
| Paragon Capital Management LLC | 50,948 | $11.9M | 7.66% | −1,436−2.7% | Reduced |
| NTV Asset Management LLC | 50,832 | $11.8M | 2.49% | −275−0.5% | Reduced |
| Whalerock Point Partners, LLC | 50,822 | $11.8M | 5.20% | +571+1.1% | Added |
| Atika Capital Management LLC | 50,800 | $11.8M | 1.34% | −33,200−39.5% | Reduced |
| Mirova | 50,794 | $11.8M | 1.99% | −31,751−38.5% | Reduced |