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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Unio Capital LLC | 45,385 | $10.6M | 6.39% | −33−0.1% | Reduced |
| Weiss Asset Management LP | 45,270 | $10.5M | 0.28% | +43,160+2,045.5% | Added |
| Atom Investors LP | 45,258 | $10.5M | 3.71% | +42,525+1,556.0% | Added |
| Investment Management of Virginia LLC | 45,166 | $10.5M | 2.27% | +461+1.0% | Added |
| Eudaimonia Partners, LLC | 45,117 | $10.5M | 2.74% | −23,400−34.2% | Reduced |
| Bank of New Hampshire | 45,010 | $10.5M | 3.28% | −753−1.6% | Reduced |
| Bizma Investimentos Ltda | 45,000 | $10.5M | 7.30% | 00.0% | Unchanged |
| Perseverance Asset Management International | 45,000 | $10.5M | 6.31% | +28,000+164.7% | Added |
| J.P. Marvel Investment Advisors, LLC | 44,988 | $10.5M | 2.67% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 44,949 | $10.5M | 2.94% | +18,725+71.4% | Added |
| Argyle Capital Management Inc. | 44,880 | $10.5M | 4.07% | −150−0.3% | Reduced |
| Emerson Point Capital LP | 44,779 | $10.4M | 4.03% | −71,354−61.4% | Reduced |
| Grandview Asset Management LLC | 44,762 | $10.4M | 6.63% | −2,756−5.8% | Reduced |
| Stratos Wealth Advisors, LLC | 44,630 | $10.4M | 1.09% | −4,994−10.1% | Reduced |
| Baugh & Associates, LLC | 44,622 | $10.4M | 7.35% | −236−0.5% | Reduced |
| SS&H Financial Advisors, Inc. | 44,609 | $10.4M | 5.37% | −1,500−3.3% | Reduced |
| Wall Street Access Asset Management, LLC | 44,536 | $10.4M | 7.44% | −7,925−15.1% | Reduced |
| Legacy Wealth Management, LLC | 44,503 | $10.4M | 6.99% | −300−0.7% | Reduced |
| Saber Capital Managment, LLC | 44,410 | $10.3M | 11.18% | +51+0.1% | Added |
| West Branch Capital LLC | 44,191 | $10.3M | 6.40% | +50.0% | Added |
| Cordatus Wealth Management LLC | 44,078 | $10.3M | 10.82% | +1,669+3.9% | Added |
| Duff & Phelps Investment Management Co | 44,064 | $10.3M | 0.13% | +70+0.2% | Added |
| Executive Wealth Management, LLC | 10,262 | $10.3M | 1.47% | −35,595−77.6% | Reduced |
| Lincoln Capital LLC | 44,015 | $10.3M | 3.19% | −982−2.2% | Reduced |
| Hall Capital Management Co Inc | 43,921 | $10.2M | 6.80% | −151−0.3% | Reduced |
| Sturgeon Ventures LLP | 43,901 | $10.2M | 7.84% | −24,259−35.6% | Reduced |
| Canal Capital Management, LLC | 43,881 | $10.2M | 2.98% | +5,773+15.1% | Added |
| Romano Brothers and Company | 43,708 | $10.2M | 1.64% | +43,708 | New |
| Armstrong Shaw Associates Inc | 43,655 | $10.2M | 10.91% | −896−2.0% | Reduced |
| Lindbrook Capital, LLC | 43,652 | $10.2M | 1.72% | +1,894+4.5% | Added |
| Beck Bode, LLC | 43,590 | $10.2M | 2.20% | −48,283−52.6% | Reduced |
| Nicholas Investment Partners, LP | 43,567 | $10.1M | 0.94% | −9,079−17.2% | Reduced |
| Chapman Investment Management, LLC | 43,516 | $10.1M | 7.41% | +306+0.7% | Added |
| Hendershot Investments Inc. | 43,436 | $10.1M | 1.91% | +4,752+12.3% | Added |
| Private Capital Advisors, Inc. | 43,341 | $10.1M | 1.75% | −1,466−3.3% | Reduced |
| Physicians Financial Services, Inc. | 43,325 | $10.1M | 4.88% | −582−1.3% | Reduced |
| Inlet Private Wealth, LLC | 43,226 | $10.1M | 3.00% | −199−0.5% | Reduced |
| AlphaStar Capital Management, LLC | 43,207 | $10.1M | 1.08% | −2,004−4.4% | Reduced |
| Lakeview Capital Partners, LLC | 43,174 | $10.1M | 3.95% | +26,048+152.1% | Added |
| Farley Capital L.P. | 43,140 | $10.0M | 12.28% | +861+2.0% | Added |
| Centiva Capital, LP | 43,128 | $10.0M | 0.75% | +31,016+256.1% | Added |
| Budros, Ruhlin & Roe, Inc. | 43,059 | $10.0M | 1.23% | +365+0.9% | Added |
| Jacobi Capital Management LLC | 43,046 | $10.0M | 1.37% | +1,229+2.9% | Added |
| Mount Yale Investment Advisors, LLC | 42,959 | $10.0M | 1.33% | +533+1.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 42,950 | $10.0M | 1.29% | −5,076−10.6% | Reduced |
| RFG Advisory, LLC | 43,660 | $9.99M | 0.57% | +712+1.7% | Added |
| Nkcfo LLC | 42,850 | $9.98M | 4.62% | +1,675+4.1% | Added |
| Quantum Private Wealth, LLC | 42,836 | $9.98M | 6.23% | +88+0.2% | Added |
| SOA Wealth Advisors, LLC. | 42,807 | $9.97M | 3.00% | +408+1.0% | Added |
| Morton Capital Management LLC | 42,765 | $9.96M | 4.53% | +623+1.5% | Added |
| Marcum Wealth, LLC | 42,628 | $9.93M | 1.51% | +1,761+4.3% | Added |
| Altfest L J & Co Inc | 42,478 | $9.89M | 1.85% | −1,003−2.3% | Reduced |
| Cutler Group LP | 42,445 | $9.88M | 1.19% | +36,209+580.6% | Added |
| Clear Harbor Asset Management, LLC | 42,371 | $9.87M | 1.38% | −140−0.3% | Reduced |
| Symphony Financial, Ltd. Co. | 41,518 | $9.86M | 3.22% | +34+0.1% | Added |
| Univest Financial Corp | 42,286 | $9.85M | 3.22% | −493−1.2% | Reduced |
| Keystone Financial Group | 42,256 | $9.84M | 2.00% | −876−2.0% | Reduced |
| RSM US Wealth Management LLC | 42,202 | $9.83M | 0.57% | +1,068+2.6% | Added |
| WealthPlan Investment Management, LLC | 40,165 | $9.81M | 0.72% | +40,165 | New |
| Aj Wealth Strategies, LLC | 42,098 | $9.80M | 0.57% | −2,806−6.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 42,102 | $9.80M | 0.91% | +298+0.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 42,091 | $9.80M | 1.82% | −285−0.7% | Reduced |
| New Millennium Group LLC | 42,082 | $9.80M | 10.80% | +820+2.0% | Added |
| Aspire Capital Advisors LLC | 42,058 | $9.79M | 7.77% | −1,517−3.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 42,027 | $9.79M | 4.15% | −1,058−2.5% | Reduced |
| Portland Global Advisors LLC | 41,896 | $9.76M | 1.95% | −27−0.1% | Reduced |
| Gordian Capital Singapore Pte Ltd | 34,686 | $9.74M | 12.93% | −980−2.7% | Reduced |
| Stanley-Laman Group, Ltd. | 41,702 | $9.71M | 1.84% | −1,828−4.2% | Reduced |
| SG3 Management, LLC | 41,600 | $9.69M | 6.15% | +41,600 | New |
| Great Diamond Partners, LLC | 41,548 | $9.68M | 3.31% | +516+1.3% | Added |
| Asset Dedication, LLC | 41,635 | $9.67M | 1.06% | +41,635 | New |
| WCG Wealth Advisors LLC | 38,074 | $9.65M | 1.28% | −110.0% | Reduced |
| Next Century Growth Investors LLC | 41,451 | $9.65M | 1.18% | +4,165+11.2% | Added |
| Trinity Street Asset Management LLP | 41,424 | $9.65M | 1.95% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 41,422 | $9.65M | 2.49% | +1,214+3.0% | Added |
| Silverlake Wealth Management LLC | 41,420 | $9.65M | 6.53% | −40.0% | Reduced |
| Pensionfund Sabic | 41,390 | $9.64M | 3.40% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 39,066 | $9.63M | 2.23% | −173−0.4% | Reduced |
| Arden Trust Co | 41,318 | $9.62M | 2.43% | −973−2.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41,289 | $9.62M | 0.80% | +1,758+4.4% | Added |
| Torray LLC | 41,238 | $9.60M | 1.91% | +2,084+5.3% | Added |
| Lawson Kroeker Investment Management Inc | 41,234 | $9.60M | 3.38% | −150.0% | Reduced |
| Wealth Alliance | 41,207 | $9.60M | 1.89% | −762−1.8% | Reduced |
| Icapital Wealth LLC | 41,184 | $9.59M | 6.90% | −1,657−3.9% | Reduced |
| McGinn Investment Management, Inc. | 41,169 | $9.59M | 8.25% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 41,126 | $9.58M | 4.89% | +548+1.4% | Added |
| Coastal Investment Advisors, Inc. | 41,084 | $9.57M | 2.51% | +1,184+3.0% | Added |
| TLW Wealth Management, LLC | 41,015 | $9.55M | 8.33% | −5,504−11.8% | Reduced |
| Horan Capital Advisors, LLC. | 40,909 | $9.53M | 4.61% | +1,346+3.4% | Added |
| Kozak & Associates, Inc. | 42,246 | $9.52M | 6.01% | +24,660+140.2% | Added |
| GFS Advisors, LLC | 40,790 | $9.50M | 2.28% | −205−0.5% | Reduced |
| Birinyi Associates Inc | 40,774 | $9.50M | 4.43% | −1,325−3.1% | Reduced |
| Mayflower Financial Advisors, LLC | 40,774 | $9.50M | 1.53% | +408+1.0% | Added |
| WBH Advisory Inc | 40,770 | $9.49M | 1.37% | −699−1.7% | Reduced |
| Royal Fund Management, LLC | 40,746 | $9.49M | 1.75% | −1,566−3.7% | Reduced |
| Berger Financial Group, Inc | 40,701 | $9.48M | 1.39% | +1,541+3.9% | Added |
| Intact Investment Management Inc. | 40,700 | $9.47M | 0.31% | +7,950+24.3% | Added |
| Cooper Financial Group | 40,589 | $9.45M | 3.40% | +1,964+5.1% | Added |
| Element Capital Management LLC | 40,544 | $9.44M | 4.52% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 38,256 | $9.44M | 4.64% | +939+2.5% | Added |