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 |
|---|---|---|---|---|---|
| Keel Point, LLC | 40,459 | $9.42M | 1.62% | −200−0.5% | Reduced |
| Boston Partners | 41,029 | $9.42M | 0.01% | +1,277+3.2% | Added |
| Sargent Investment Group, LLC | 38,085 | $9.40M | 2.93% | −77−0.2% | Reduced |
| Connable Office Inc | 40,343 | $9.40M | 1.53% | −906−2.2% | Reduced |
| Traynor Capital Management, Inc. | 40,328 | $9.39M | 1.68% | −669−1.6% | Reduced |
| J. W. Coons Advisors, LLC | 40,320 | $9.39M | 3.55% | +1,635+4.2% | Added |
| Ravenstone Capital Management Inc. | 40,272 | $9.38M | 8.22% | +136+0.3% | Added |
| Prelude Capital Management, LLC | 40,249 | $9.37M | 0.47% | −10,089−20.0% | Reduced |
| NVWM, LLC | 40,207 | $9.37M | 3.72% | −245−0.6% | Reduced |
| Bridgewater Advisors Inc. | 40,180 | $9.36M | 2.59% | +17,736+79.0% | Added |
| Northwest Capital Management Inc | 40,116 | $9.34M | 5.41% | −111−0.3% | Reduced |
| Bulltick Wealth Management, LLC | 39,964 | $9.31M | 2.80% | −14,280−26.3% | Reduced |
| Cumberland Advisors Inc | 39,930 | $9.30M | 3.70% | −510−1.3% | Reduced |
| Bloom Tree Partners, LLC | 39,840 | $9.28M | 3.48% | −7,486−15.8% | Reduced |
| CRA Financial Services, LLC | 39,813 | $9.27M | 3.34% | +140.0% | Added |
| LGT Fund Management Co Ltd. | 39,800 | $9.27M | 4.35% | −171,464−81.2% | Reduced |
| Resonate Capital, LLC | 39,796 | $9.27M | 13.84% | −16,469−29.3% | Reduced |
| FinTrust Capital Advisors, LLC | 38,759 | $9.24M | 2.39% | −195−0.5% | Reduced |
| CFO4Life Group, LLC | 39,644 | $9.23M | 2.46% | +745+1.9% | Added |
| Kidder Stephen W | 39,637 | $9.23M | 3.77% | −365−0.9% | Reduced |
| NBW Capital LLC | 39,625 | $9.23M | 2.47% | +3,316+9.1% | Added |
| CX Institutional | 39,599 | $9.22M | 0.64% | +1,925+5.1% | Added |
| Whitener Capital Management, Inc. | 39,492 | $9.20M | 4.35% | +1,422+3.7% | Added |
| Capital Asset Advisory Services LLC | 39,378 | $9.17M | 1.19% | +2,510+6.8% | Added |
| Financial Architects, Inc | 39,364 | $9.17M | 1.60% | +39,364 | New |
| Moser Wealth Advisors, LLC | 39,238 | $9.14M | 7.14% | −428−1.1% | Reduced |
| RDST Capital LLC | 39,020 | $9.09M | 6.75% | +5,445+16.2% | Added |
| Solidarilty Wealth, LLC | 39,835 | $9.08M | 5.26% | +2,481+6.6% | Added |
| Bishop Rock Capital, L.P. | 38,911 | $9.06M | 6.28% | +17,648+83.0% | Added |
| Puzo Michael J | 38,889 | $9.06M | 3.44% | +130+0.3% | Added |
| BerganKDV Wealth Management, LLC | 38,872 | $9.05M | 1.08% | +1,000+2.6% | Added |
| BOK Financial Private Wealth, Inc. | 38,863 | $9.05M | 0.81% | −624−1.6% | Reduced |
| Beach Investment Counsel Inc | 38,815 | $9.04M | 1.29% | −257−0.7% | Reduced |
| Tranquility Partners, LLC | 38,805 | $9.04M | 5.03% | +222+0.6% | Added |
| Horizon Wealth Management, LLC | 38,736 | $9.02M | 6.61% | +607+1.6% | Added |
| Light Street Capital Management, LLC | 38,727 | $9.02M | 2.29% | −2,082−5.1% | Reduced |
| Potrero Capital Research LLC | 38,694 | $9.01M | 6.16% | 00.0% | Unchanged |
| Platform Technology Partners | 38,651 | $9.00M | 5.13% | +266+0.7% | Added |
| HPC Germany GmbH & Co. KG | 38,618 | $8.99M | 14.79% | 00.0% | Unchanged |
| American Trust | 38,594 | $8.99M | 0.76% | −6,332−14.1% | Reduced |
| Humankind Investments LLC | 38,590 | $8.99M | 4.33% | +750+2.0% | Added |
| RiverPark Advisors, LLC | 38,559 | $8.98M | 2.92% | −5,982−13.4% | Reduced |
| Bill Few Associates, Inc. | 38,536 | $8.97M | 6.07% | −234−0.6% | Reduced |
| Harrell Investment Partners, LLC | 38,533 | $8.97M | 3.75% | −1,786−4.4% | Reduced |
| Providence Capital Advisors, LLC | 38,492 | $8.96M | 2.69% | +5,608+17.1% | Added |
| Kavar Capital Partners Group, LLC | 38,439 | $8.95M | 2.28% | +1,506+4.1% | Added |
| Pegasus Asset Management, Inc. | 38,341 | $8.93M | 5.05% | −229−0.6% | Reduced |
| Smithbridge Asset Management Inc | 38,335 | $8.93M | 3.66% | −93−0.2% | Reduced |
| Baldwin Investment Management, LLC | 38,261 | $8.91M | 3.44% | −543−1.4% | Reduced |
| Kerrisdale Advisers, LLC | 38,248 | $8.91M | 2.16% | −20,094−34.4% | Reduced |
| M. Kulyk & Associates, LLC | 38,183 | $8.89M | 3.09% | +896+2.4% | Added |
| Krilogy Financial LLC | 38,167 | $8.89M | 1.06% | −1,514−3.8% | Reduced |
| Gryphon Financial Partners LLC | 38,157 | $8.89M | 2.29% | −681−1.8% | Reduced |
| Old Port Advisors | 35,622 | $8.88M | 3.53% | +64+0.2% | Added |
| Salem Capital Management Inc | 38,061 | $8.86M | 7.02% | −341−0.9% | Reduced |
| Financial Partners Group, Inc | 38,055 | $8.86M | 2.33% | +282+0.7% | Added |
| Paradigm Financial Partners, LLC | 35,899 | $8.86M | 2.75% | +230+0.6% | Added |
| First Washington CORP | 38,034 | $8.86M | 4.47% | −7,722−16.9% | Reduced |
| Vishria Bird Financial Group, LLC | 38,025 | $8.86M | 5.96% | −87−0.2% | Reduced |
| First Personal Financial Services | 37,866 | $8.82M | 2.56% | +80.0% | Added |
| SeaBridge Investment Advisors LLC | 37,842 | $8.81M | 3.07% | +845+2.3% | Added |
| Kesler, Norman & Wride, LLC | 37,816 | $8.81M | 2.45% | +1,278+3.5% | Added |
| Maven Securities LTD | 37,648 | $8.77M | 0.41% | +30,684+440.6% | Added |
| Selway Asset Management | 37,634 | $8.77M | 5.11% | −449−1.2% | Reduced |
| NEIRG Wealth Management, LLC | 37,618 | $8.76M | 1.75% | −1,526−3.9% | Reduced |
| Abbot Financial Management, Inc. | 37,566 | $8.75M | 6.23% | −4,781−11.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 37,502 | $8.73M | 2.59% | −390−1.0% | Reduced |
| Benson Investment Management Company, Inc. | 37,481 | $8.73M | 6.15% | −167−0.4% | Reduced |
| Little House Capital LLC | 37,451 | $8.72M | 4.64% | +3,021+8.8% | Added |
| Okabena Investment Services Inc | 37,413 | $8.71M | 4.21% | +8,510+29.4% | Added |
| Brave Asset Management Inc | 37,339 | $8.70M | 4.47% | +273+0.7% | Added |
| Aperture Investors, LLC | 37,327 | $8.69M | 1.42% | −350−0.9% | Reduced |
| Quantbot Technologies LP | 37,276 | $8.68M | 0.66% | +16,912+83.0% | Added |
| Copeland Capital Management, LLC | 37,222 | $8.67M | 0.29% | −1,327−3.4% | Reduced |
| ARGI Investment Services, LLC | 37,217 | $8.67M | 0.30% | −109−0.3% | Reduced |
| Corsair Capital Management, L.P. | 37,218 | $8.67M | 3.84% | −70.0% | Reduced |
| IFG Advisory, LLC | 37,181 | $8.66M | 0.79% | +5,839+18.6% | Added |
| HAP Trading, LLC | 37,135 | $8.65M | 1.12% | +21,501+137.5% | Added |
| IPG Investment Advisors LLC | 37,121 | $8.65M | 2.42% | +1,092+3.0% | Added |
| John G Ullman & Associates Inc | 37,104 | $8.64M | 1.51% | −150−0.4% | Reduced |
| GDS Wealth Management | 37,098 | $8.64M | 1.92% | +6,933+23.0% | Added |
| Searle & Co. | 37,087 | $8.64M | 3.32% | −800−2.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 37,065 | $8.63M | 3.32% | +1,544+4.3% | Added |
| Trustmark National Bank Trust Department | 37,011 | $8.62M | 0.83% | −1,897−4.9% | Reduced |
| Union Heritage Capital, LLC | 37,000 | $8.62M | 5.72% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 37,000 | $8.62M | 2.45% | +37,000 | New |
| Proem Advisors LLC | 37,000 | $8.62M | 14.27% | +37,000 | New |
| Chase Investment Counsel Corp | 36,968 | $8.61M | 5.45% | −7,504−16.9% | Reduced |
| Citizens National Bank Trust Department | 36,965 | $8.61M | 2.66% | −339−0.9% | Reduced |
| Voya Financial Advisors, Inc. | 36,192 | $8.60M | 1.11% | +1,579+4.6% | Added |
| Red Door Wealth Management, LLC | 36,897 | $8.59M | 3.26% | +332+0.9% | Added |
| Soundmark Wealth Management, LLC | 36,807 | $8.57M | 6.01% | +23+0.1% | Added |
| Oak Grove Capital LLC | 36,784 | $8.57M | 2.93% | +1,061+3.0% | Added |
| Stonnington Group, LLC | 36,149 | $8.55M | 2.41% | −763−2.1% | Reduced |
| Citizens Business Bank | 36,699 | $8.55M | 2.08% | −53,247−59.2% | Reduced |
| Columbia Trust Co 01012016 | 36,675 | $8.54M | 4.82% | +1,118+3.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 36,645 | $8.54M | 0.74% | +30,106+460.4% | Added |
| Cohen Lawrence B | 36,635 | $8.53M | 6.58% | −2,341−6.0% | Reduced |
| Biltmore Family Office, LLC | 36,577 | $8.52M | 1.95% | +1,546+4.4% | Added |
| BDO Wealth Advisors, LLC | 36,543 | $8.51M | 1.13% | +132+0.4% | Added |