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 |
|---|---|---|---|---|---|
| Hillman Capital Management, Inc. | 36,470 | $8.49M | 3.53% | +423+1.2% | Added |
| XXEC, Inc. | 36,463 | $8.49M | 7.31% | −165−0.5% | Reduced |
| Ascent Wealth Partners, LLC | 36,460 | $8.49M | 2.02% | −1,084−2.9% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 36,377 | $8.47M | 1.05% | +3,421+10.4% | Added |
| Warther Private Wealth, LLC | 36,354 | $8.47M | 6.70% | +2,186+6.4% | Added |
| Udine Wealth Management, Inc. | 36,177 | $8.43M | 13.31% | +2,577+7.7% | Added |
| Mattern Capital Management, LLC | 36,108 | $8.41M | 1.75% | −659−1.8% | Reduced |
| Financial Engines Advisors L.L.C. | 36,097 | $8.41M | 0.03% | +869+2.5% | Added |
| Procyon Private Wealth Partners, LLC | 36,087 | $8.40M | 2.05% | −226−0.6% | Reduced |
| Aevitas Wealth Management, Inc. | 36,069 | $8.40M | 6.31% | +451+1.3% | Added |
| Prudence Investment Management (Hong Kong) Ltd. | 36,000 | $8.38M | 10.72% | +36,000 | New |
| 44 Wealth Management LLC | 35,982 | $8.38M | 3.45% | +278+0.8% | Added |
| Orca Investment Management, LLC | 35,830 | $8.35M | 10.89% | −679−1.9% | Reduced |
| Brown Miller Wealth Management, LLC | 35,826 | $8.34M | 5.92% | +972+2.8% | Added |
| Tiedemann Advisors, LLC | 35,765 | $8.33M | 0.50% | −147−0.4% | Reduced |
| Claro Advisors LLC | 32,411 | $8.32M | 3.31% | 00.0% | Unchanged |
| Bank Ozk | 35,645 | $8.30M | 4.51% | +402+1.1% | Added |
| Prospect Capital Advisors, LLC | 35,600 | $8.29M | 4.37% | +4,850+15.8% | Added |
| Avitas Wealth Management LLC | 35,547 | $8.28M | 1.90% | −24,818−41.1% | Reduced |
| Parkwood LLC | 35,472 | $8.26M | 1.76% | −3,553−9.1% | Reduced |
| Sargent Bickham Lagudis LLC | 35,330 | $8.23M | 0.74% | −493−1.4% | Reduced |
| Stokes Capital Advisors, LLC | 35,276 | $8.22M | 3.06% | +525+1.5% | Added |
| Aries Wealth Management | 35,327 | $8.20M | 3.63% | −79−0.2% | Reduced |
| JB Capital LLC | 35,191 | $8.20M | 0.90% | +8,318+31.0% | Added |
| AIMZ Investment Advisors, LLC | 35,183 | $8.19M | 4.15% | +20.0% | Added |
| RMR Wealth Builders | 35,150 | $8.19M | 2.00% | +2,894+9.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 35,024 | $8.16M | 2.89% | −1,071−3.0% | Reduced |
| Herold Advisors, Inc. | 34,961 | $8.14M | 3.96% | +1,795+5.4% | Added |
| Bremer Bank National Association | 34,941 | $8.14M | 1.81% | −5,162−12.9% | Reduced |
| Fairfield, Bush & Co. | 34,889 | $8.13M | 5.74% | −2,851−7.6% | Reduced |
| Advanced Asset Management Advisors Inc | 34,840 | $8.11M | 2.22% | +31+0.1% | Added |
| Summit Financial Group Inc | 34,821 | $8.11M | 3.37% | +143+0.4% | Added |
| Avestar Capital, LLC | 34,778 | $8.10M | 2.25% | −951−2.7% | Reduced |
| Connolly Sarah T. | 34,747 | $8.09M | 5.93% | −477−1.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 33,528 | $8.07M | 6.59% | +3,342+11.1% | Added |
| GM Advisory Group, Inc. | 34,634 | $8.07M | 1.01% | +613+1.8% | Added |
| Villere St Denis J & Co LLC | 34,623 | $8.06M | 0.64% | +3,042+9.6% | Added |
| BNC Wealth Management, LLC | 34,607 | $8.06M | 4.87% | −909−2.6% | Reduced |
| Lafayette Investments, Inc. | 34,533 | $8.04M | 2.48% | +1,036+3.1% | Added |
| Redwood Investment Management, LLC | 34,449 | $8.02M | 1.69% | +21,423+164.5% | Added |
| Pegasus Partners Ltd. | 34,410 | $8.01M | 1.64% | −31−0.1% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 34,387 | $8.01M | 3.30% | +151+0.4% | Added |
| Front Row Advisors LLC | 34,363 | $8.00M | 4.14% | −176−0.5% | Reduced |
| Brightworth | 34,298 | $7.99M | 0.86% | +3,159+10.1% | Added |
| Dumont & Blake Investment Advisors LLC | 34,279 | $7.98M | 2.99% | −1,016−2.9% | Reduced |
| Carroll Investors, Inc | 34,238 | $7.98M | 6.43% | +1,798+5.5% | Added |
| Martin & Co Inc | 34,253 | $7.98M | 2.37% | +715+2.1% | Added |
| Harbour Capital Advisors, LLC | 34,793 | $7.98M | 2.77% | −37−0.1% | Reduced |
| Hollow Brook Wealth Management LLC | 34,235 | $7.97M | 4.53% | +528+1.6% | Added |
| Bedel Financial Consulting, Inc. | 34,899 | $7.95M | 2.11% | +1,484+4.4% | Added |
| Financial Perspectives, Inc | 34,085 | $7.94M | 4.45% | +1,185+3.6% | Added |
| Wealth Advisors, Inc. | 34,060 | $7.93M | 4.04% | −99−0.3% | Reduced |
| Inscription Capital, LLC | 34,037 | $7.93M | 2.24% | +763+2.3% | Added |
| Clarity Financial LLC | 34,027 | $7.92M | 1.86% | +734+2.2% | Added |
| Sandbox Financial Partners, LLC | 33,977 | $7.91M | 5.79% | −922−2.6% | Reduced |
| Phraction Management LLC | 33,961 | $7.91M | 5.97% | +2,550+8.1% | Added |
| Jackson Hole Capital Partners, LLC | 33,958 | $7.91M | 2.43% | +761+2.3% | Added |
| Benjamin Edwards Inc | 33,960 | $7.91M | 2.37% | +2,572+8.2% | Added |
| Spreng Capital Management, Inc. | 33,950 | $7.91M | 7.00% | −3,333−8.9% | Reduced |
| Consolidated Investment Group LLC | 33,889 | $7.89M | 1.71% | +4,000+13.4% | Added |
| Marshall & Sullivan Inc | 33,855 | $7.88M | 5.45% | −70.0% | Reduced |
| Carlson Capital Management | 33,820 | $7.88M | 0.67% | −192−0.6% | Reduced |
| Raab & Moskowitz Asset Management LLC | 33,817 | $7.88M | 3.31% | −395−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 33,777 | $7.87M | 1.80% | +3,079+10.0% | Added |
| First Bank & Trust | 33,762 | $7.86M | 2.89% | +2,034+6.4% | Added |
| Chronos Wealth Management, LLC | 33,746 | $7.86M | 6.50% | −1,334−3.8% | Reduced |
| White Pine Capital LLC | 33,720 | $7.85M | 3.27% | −874−2.5% | Reduced |
| MidWestOne Financial Group, Inc. | 33,621 | $7.83M | 1.99% | +586+1.8% | Added |
| Shepherd Financial Partners LLC | 33,588 | $7.82M | 1.53% | +1,037+3.2% | Added |
| Cambridge Advisors Inc. | 33,529 | $7.81M | 2.24% | −270−0.8% | Reduced |
| Tiemann Investment Advisors, LLC | 33,512 | $7.80M | 5.06% | −5,374−13.8% | Reduced |
| Concentric Wealth Management, LLC | 33,514 | $7.80M | 2.88% | +535+1.6% | Added |
| Uncommon Cents Investing LLC | 33,500 | $7.80M | 3.28% | −522−1.5% | Reduced |
| Carderock Capital Management Inc | 33,462 | $7.79M | 3.98% | −1,705−4.8% | Reduced |
| Westover Capital Advisors, LLC | 33,381 | $7.77M | 2.97% | +867+2.7% | Added |
| TCI Wealth Advisors, Inc. | 33,368 | $7.77M | 1.26% | +110+0.3% | Added |
| United Capital Management of KS, Inc. | 33,367 | $7.77M | 3.64% | +342+1.0% | Added |
| Heron Bay Capital Management | 33,358 | $7.77M | 5.30% | +4,897+17.2% | Added |
| Twin Tree Management, LP | 33,319 | $7.76M | 0.21% | +33,319 | New |
| Junson Asset Management (Hong Kong) Ltd | 33,212 | $7.74M | 5.25% | −86,800−72.3% | Reduced |
| Trust Co of Oklahoma | 33,179 | $7.73M | 3.89% | +113+0.3% | Added |
| Nicolet Bankshares Inc | 33,181 | $7.73M | 2.21% | −1,141−3.3% | Reduced |
| Unionview, LLC | 33,155 | $7.72M | 8.81% | −77−0.2% | Reduced |
| S&T Bank | 33,113 | $7.71M | 1.49% | −2,544−7.1% | Reduced |
| Citizens & Northern Corp | 33,089 | $7.71M | 3.61% | +46+0.1% | Added |
| Bray Capital Advisors | 33,083 | $7.71M | 2.41% | +99+0.3% | Added |
| Hixon Zuercher, LLC | 33,073 | $7.70M | 4.92% | +1,569+5.0% | Added |
| DFPG Investments, LLC | 31,803 | $7.70M | 3.27% | +2,068+7.0% | Added |
| White Pine Investment CO | 33,038 | $7.70M | 3.19% | −1,239−3.6% | Reduced |
| Interval Partners, LP | 33,000 | $7.69M | 0.45% | +18,000+120.0% | Added |
| Brick & Kyle, Associates | 32,681 | $7.68M | 4.66% | +691+2.2% | Added |
| Northside Capital Management, LLC | 32,931 | $7.67M | 2.49% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 32,894 | $7.66M | 6.50% | −25,587−43.8% | Reduced |
| Sendero Wealth Management, LLC | 32,843 | $7.65M | 3.18% | +3,490+11.9% | Added |
| Warren Averett Asset Management, LLC | 32,729 | $7.62M | 0.54% | +9,382+40.2% | Added |
| Oxler Private Wealth LLC | 32,677 | $7.62M | 4.29% | −45−0.1% | Reduced |
| Summit X, LLC | 32,744 | $7.62M | 2.25% | +1,202+3.8% | Added |
| Penbrook Management LLC | 32,698 | $7.62M | 6.55% | +57+0.2% | Added |
| Carmichael Hill & Associates, Inc. | 32,547 | $7.58M | 4.42% | +32+0.1% | Added |
| Gateway Advisory, LLC | 32,538 | $7.58M | 1.88% | +9,423+40.8% | Added |