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 |
|---|---|---|---|---|---|
| Notis-McConarty Edward | 32,498 | $7.57M | 3.38% | −213−0.7% | Reduced |
| Wisconsin Capital Management LLC | 32,457 | $7.56M | 5.91% | −1,981−5.8% | Reduced |
| Chesapeake Wealth Management | 32,411 | $7.55M | 3.45% | −269−0.8% | Reduced |
| Triasima Portfolio Management inc. | 32,340 | $7.53M | 0.61% | −4,438−12.1% | Reduced |
| Cornerstone Advisory, LLC | 32,273 | $7.52M | 1.68% | +1,064+3.4% | Added |
| LVW Advisors, LLC | 32,138 | $7.49M | 1.69% | +304+1.0% | Added |
| M&R Capital Management Inc | 32,117 | $7.48M | 2.11% | +67+0.2% | Added |
| Field & Main Bank | 32,094 | $7.47M | 5.02% | −921−2.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 32,016 | $7.46M | 2.73% | −75−0.2% | Reduced |
| TFG Advisers LLC | 31,937 | $7.44M | 4.15% | +20+0.1% | Added |
| Carolinas Wealth Consulting LLC | 107,929 | $7.44M | 1.88% | +422+0.4% | Added |
| Roberts Capital Advisors, LLC | 31,919 | $7.43M | 10.77% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 31,920 | $7.43M | 1.89% | +2,950+10.2% | Added |
| Eastover Investment Advisors LLC | 31,719 | $7.43M | 4.63% | −30.0% | Reduced |
| Lederer & Associates Investment Counsel | 31,868 | $7.42M | 6.27% | −513−1.6% | Reduced |
| Washington Trust Advisors, Inc. | 31,840 | $7.42M | 0.69% | −1,322−4.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 31,814 | $7.41M | 1.23% | −736−2.3% | Reduced |
| Force Hill Capital Management LP | 31,735 | $7.39M | 2.70% | −4,600−12.7% | Reduced |
| Grove Bank & Trust | 31,722 | $7.39M | 1.83% | +1,113+3.6% | Added |
| Wintrust Investments LLC | 31,707 | $7.38M | 0.92% | −39,963−55.8% | Reduced |
| Davidson Trust Co | 31,704 | $7.38M | 7.09% | +1,891+6.3% | Added |
| Peterson Financial Group, Inc. | 31,696 | $7.38M | 7.18% | +509+1.6% | Added |
| Center for Financial Planning, Inc. | 31,556 | $7.35M | 1.96% | −75−0.2% | Reduced |
| Oarsman Capital, Inc. | 31,499 | $7.34M | 3.94% | +360+1.2% | Added |
| Sirios Capital Management L P | 31,455 | $7.33M | 1.36% | −29,389−48.3% | Reduced |
| Lakehouse Capital Pty Ltd | 31,442 | $7.32M | 8.02% | +31,442 | New |
| Blume Capital Management, Inc. | 31,335 | $7.30M | 2.75% | +3,640+13.1% | Added |
| Mandatum Life Insurance Co Ltd | 31,318 | $7.29M | 2.32% | +290+0.9% | Added |
| Guardian Wealth Advisors, LLC | 31,311 | $7.29M | 1.36% | +220+0.7% | Added |
| Muhlenkamp & Co Inc | 31,285 | $7.29M | 3.25% | +44+0.1% | Added |
| Cramer Rosenthal McGlynn LLC | 31,232 | $7.27M | 0.35% | −3,796−10.8% | Reduced |
| WealthTrust Axiom LLC | 31,195 | $7.26M | 2.77% | 00.0% | Unchanged |
| Boit C F David | 31,160 | $7.26M | 5.90% | +31,160 | New |
| Bridge Creek Capital Management LLC | 31,144 | $7.25M | 3.12% | +1,167+3.9% | Added |
| CCG Wealth Management, LLC | 31,123 | $7.25M | 4.43% | −88−0.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 31,124 | $7.25M | 2.55% | +256+0.8% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 31,063 | $7.24M | 2.57% | +254+0.8% | Added |
| Buttonwood Financial Advisors Inc. | 30,830 | $7.22M | 6.51% | +285+0.9% | Added |
| Carlson Capital L P | 31,000 | $7.22M | 0.55% | +31,000 | New |
| Triangle Securities Wealth Management | 30,901 | $7.20M | 2.94% | −67−0.2% | Reduced |
| Sawyer & Company, Inc | 30,871 | $7.19M | 3.92% | −165−0.5% | Reduced |
| Nadler Financial Group, Inc. | 30,841 | $7.18M | 1.37% | +220+0.7% | Added |
| Capricorn Fund Managers Ltd | 30,810 | $7.18M | 2.25% | −7,672−19.9% | Reduced |
| Pine Haven Investment Counsel, Inc | 30,807 | $7.17M | 8.75% | −150.0% | Reduced |
| Roanoke Asset Management Corp | 30,784 | $7.17M | 3.41% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 30,735 | $7.16M | 2.39% | −3,815−11.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 30,706 | $7.15M | 4.10% | −1,105−3.5% | Reduced |
| Loudon Investment Management, LLC | 30,679 | $7.14M | 5.68% | −900−2.8% | Reduced |
| Delta Financial Advisors LLC | 30,665 | $7.14M | 3.79% | +577+1.9% | Added |
| Hamel Associates, Inc. | 30,618 | $7.13M | 2.82% | −275−0.9% | Reduced |
| HM Capital Management, LLC | 30,603 | $7.13M | 4.27% | +68+0.2% | Added |
| Davis-Rea Ltd. | 30,561 | $7.12M | 4.57% | −31,253−50.6% | Reduced |
| Enterprise Bank & Trust Co | 30,521 | $7.11M | 3.70% | −63−0.2% | Reduced |
| BCJ Capital Management, LLC | 30,468 | $7.10M | 0.75% | −5,999−16.5% | Reduced |
| Franchise Capital Ltd | 30,449 | $7.09M | 3.09% | +30,449 | New |
| Windward Capital Management Co | 30,418 | $7.08M | 0.80% | +191+0.6% | Added |
| Point72 Europe (London) LLP | 30,400 | $7.08M | 2.25% | +30,400 | New |
| Waycross Partners, LLC | 30,383 | $7.08M | 4.76% | +523+1.8% | Added |
| C2C Wealth Management, LLC | 28,311 | $7.05M | 1.38% | −2,101−6.9% | Reduced |
| Zullo Investment Group, Inc. | 30,240 | $7.04M | 4.55% | +1,038+3.6% | Added |
| Souders Financial Advisors | 30,114 | $7.01M | 1.90% | +972+3.3% | Added |
| Evanson Asset Management, LLC | 30,106 | $7.01M | 0.85% | +4,804+19.0% | Added |
| Prestige Wealth Management Group LLC | 30,071 | $7.00M | 1.97% | +276+0.9% | Added |
| Excalibur Management Corp | 30,068 | $7.00M | 3.92% | +1,031+3.6% | Added |
| Meridian Investment Counsel Inc. | 30,043 | $7.00M | 3.11% | +206+0.7% | Added |
| Brandywine Oak Private Wealth LLC | 30,009 | $6.99M | 0.95% | −700−2.3% | Reduced |
| Roman Butler Fullerton & Co | 31,002 | $6.99M | 4.44% | −5,537−15.2% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $6.99M | 2.37% | 00.0% | Unchanged |
| Olstein Capital Management, L.P. | 30,000 | $6.99M | 1.17% | +8,000+36.4% | Added |
| Maxi Investments CY Ltd | 30,000 | $6.99M | 5.29% | +26,000+650.0% | Added |
| Menlo Advisors LLC | 29,996 | $6.99M | 4.90% | −2,428−7.5% | Reduced |
| Contravisory Investment Management, Inc. | 29,997 | $6.99M | 2.33% | −628−2.1% | Reduced |
| Keeler Thomas Management LLC | 29,982 | $6.98M | 3.55% | +7,328+32.3% | Added |
| Asio Capital, LLC | 29,932 | $6.97M | 2.21% | +384+1.3% | Added |
| David J Yvars Group | 29,926 | $6.97M | 7.75% | −173−0.6% | Reduced |
| Clear Creek Financial Management, LLC | 29,901 | $6.96M | 1.54% | −1,029−3.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 29,826 | $6.95M | 5.13% | −288−1.0% | Reduced |
| Peoples Financial Services Corp. | 29,808 | $6.94M | 3.58% | −486−1.6% | Reduced |
| Gibraltar Capital Management, Inc. | 29,781 | $6.94M | 3.55% | +1,748+6.2% | Added |
| Mystic Asset Management, Inc. | 29,749 | $6.93M | 4.44% | +29+0.1% | Added |
| Keystone Financial Planning, Inc. | 29,701 | $6.92M | 2.66% | +414+1.4% | Added |
| Drexel Morgan & Co. | 29,643 | $6.90M | 1.66% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 29,635 | $6.90M | 1.14% | +3,315+12.6% | Added |
| Tandem Capital Management Corp | 28,489 | $6.90M | 5.82% | +50.0% | Added |
| Advocate Group LLC | 29,540 | $6.88M | 1.70% | +1,491+5.3% | Added |
| Geo Capital Gestora de Recursos Ltd | 29,520 | $6.88M | 5.43% | −1,112−3.6% | Reduced |
| Plancorp, LLC | 29,451 | $6.86M | 0.46% | +1,285+4.6% | Added |
| AXS Investments LLC | 29,439 | $6.86M | 2.67% | −473−1.6% | Reduced |
| Affinity Wealth Management LLC | 29,438 | $6.86M | 1.71% | +592+2.1% | Added |
| Frisch Financial Group, Inc. | 29,414 | $6.85M | 2.90% | +996+3.5% | Added |
| Delta Investment Management, LLC | 29,369 | $6.84M | 2.96% | −3,630−11.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 29,367 | $6.84M | 5.67% | −115−0.4% | Reduced |
| Radnor Capital Management, LLC | 29,336 | $6.83M | 1.98% | −43−0.1% | Reduced |
| Leeward Financial Partners, LLC | 29,332 | $6.83M | 4.90% | +2,607+9.8% | Added |
| Chelsea Counsel Co | 29,294 | $6.82M | 4.21% | −8,886−23.3% | Reduced |
| Kingfisher Capital LLC | 29,287 | $6.82M | 1.88% | +3,758+14.7% | Added |
| S.E.E.D. Planning Group LLC | 29,261 | $6.82M | 3.19% | +983+3.5% | Added |
| Harrington Investments, INC | 29,245 | $6.81M | 5.30% | −76−0.3% | Reduced |
| Greenfield Savings Bank | 29,215 | $6.80M | 4.92% | −348−1.2% | Reduced |
| Legacy Advisors, LLC | 29,172 | $6.79M | 1.50% | +1,679+6.1% | Added |