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 |
|---|---|---|---|---|---|
| Resurgent Financial Advisors LLC | 29,165 | $6.79M | 4.69% | +1,445+5.2% | Added |
| Prospector Partners LLC | 29,117 | $6.78M | 1.04% | +10,700+58.1% | Added |
| Fort Point Capital Partners LLC | 29,089 | $6.78M | 1.26% | +351+1.2% | Added |
| Oak Harvest Investment Services | 29,089 | $6.78M | 1.81% | +2,067+7.6% | Added |
| Birch Capital Management, LLC | 29,072 | $6.77M | 5.11% | −1,104−3.7% | Reduced |
| JNBA Financial Advisors | 29,040 | $6.76M | 1.04% | −667−2.2% | Reduced |
| Madrona Financial Services, LLC | 29,040 | $6.76M | 4.18% | −245−0.8% | Reduced |
| Caxton Associates LP | 29,034 | $6.76M | 1.16% | +29,034 | New |
| Cherry Creek Investment Advisors, Inc. | 29,026 | $6.76M | 5.60% | +2,202+8.2% | Added |
| McMillion Capital Management Inc | 29,018 | $6.76M | 6.26% | −608−2.1% | Reduced |
| North Growth Management Ltd. | 29,000 | $6.76M | 1.69% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 29,003 | $6.75M | 6.55% | +379+1.3% | Added |
| Parkside Financial Bank & Trust | 28,969 | $6.75M | 2.16% | +19+0.1% | Added |
| Cambridge Financial Group, Inc. | 28,949 | $6.74M | 4.06% | +28,949 | New |
| Signet Financial Management, LLC | 28,947 | $6.74M | 1.32% | +161+0.6% | Added |
| Piscataqua Savings Bank | 28,943 | $6.74M | 6.45% | +1,412+5.1% | Added |
| Highlander Capital Management, LLC | 28,775 | $6.70M | 3.85% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 28,742 | $6.69M | 1.24% | +28,742 | New |
| Tradition Wealth Management, LLC | 28,739 | $6.69M | 1.01% | +1,463+5.4% | Added |
| WESPAC Advisors, LLC | 28,706 | $6.69M | 9.00% | −1,415−4.7% | Reduced |
| Wimmer Associates 1, LLC | 28,801 | $6.69M | 4.43% | −477−1.6% | Reduced |
| Siena Capital LLC | 28,701 | $6.68M | 4.36% | +710+2.5% | Added |
| Cooper Creek Partners Management LLC | 28,704 | $6.68M | 0.70% | +13,851+93.3% | Added |
| LCNB Corp | 28,701 | $6.68M | 3.63% | −338−1.2% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 28,684 | $6.68M | 5.43% | −6,965−19.5% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 28,647 | $6.67M | 2.25% | −2,584−8.3% | Reduced |
| VeraBank, N.A. | 28,626 | $6.67M | 4.20% | −50−0.2% | Reduced |
| Heritage Wealth Management, LLC | 28,499 | $6.64M | 2.13% | +9,448+49.6% | Added |
| Childress Capital Advisors, LLC | 28,070 | $6.64M | 2.59% | −678−2.4% | Reduced |
| Enterprise Financial Services Corp | 28,494 | $6.64M | 4.95% | +222+0.8% | Added |
| Exeter Financial, LLC | 28,445 | $6.63M | 3.85% | +342+1.2% | Added |
| Sunbelt Securities, Inc. | 28,437 | $6.62M | 1.40% | +1,069+3.9% | Added |
| Founders Capital Management | 28,406 | $6.62M | 5.40% | +69+0.2% | Added |
| Cardiff Park Advisors, LLC | 28,389 | $6.61M | 1.04% | −2,342−7.6% | Reduced |
| SNS Financial Group, LLC | 28,383 | $6.61M | 0.96% | +254+0.9% | Added |
| Blodgett Wealth Advisors, LLC | 28,371 | $6.61M | 8.01% | −324−1.1% | Reduced |
| Curbstone Financial Management Corp | 28,374 | $6.61M | 1.64% | −128−0.4% | Reduced |
| FWL Investment Management, LLC | 28,329 | $6.60M | 5.83% | +3,827+15.6% | Added |
| Eukles Asset Management | 28,327 | $6.60M | 4.32% | −140.0% | Reduced |
| Chatham Capital Group, Inc. | 28,316 | $6.59M | 1.62% | +925+3.4% | Added |
| Versant Capital Management, Inc | 28,303 | $6.59M | 2.58% | −158−0.6% | Reduced |
| Mirador Capital Partners LP | 28,229 | $6.58M | 1.59% | −402−1.4% | Reduced |
| Strategic Investment Advisors | 28,206 | $6.57M | 1.48% | +1,042+3.8% | Added |
| Greenline Partners, LLC | 28,196 | $6.57M | 1.50% | −7,696−21.4% | Reduced |
| Quent Capital, LLC | 28,084 | $6.54M | 1.35% | +2,358+9.2% | Added |
| Congress Park Capital LLC | 27,997 | $6.52M | 4.31% | +330+1.2% | Added |
| Stelac Advisory Services LLC | 27,926 | $6.51M | 2.96% | +10.0% | Added |
| Lorne Steinberg Wealth Management Inc. | 27,850 | $6.49M | 3.15% | −110.0% | Reduced |
| Financial Advisory Service, Inc. | 27,839 | $6.48M | 0.72% | +2,350+9.2% | Added |
| Founders Financial Alliance, LLC | 27,823 | $6.48M | 3.30% | +505+1.8% | Added |
| Heartland Bank & Trust Co | 27,743 | $6.46M | 6.18% | −484−1.7% | Reduced |
| Pure Financial Advisors, Inc. | 27,721 | $6.46M | 0.38% | +664+2.5% | Added |
| American Research & Management Co. | 27,701 | $6.45M | 1.78% | +131+0.5% | Added |
| Mendel Money Management | 27,695 | $6.45M | 4.02% | −672−2.4% | Reduced |
| Aviance Capital Partners, LLC | 27,680 | $6.45M | 1.60% | +7,481+37.0% | Added |
| Jupiter Wealth Management LLC | 27,620 | $6.43M | 6.45% | −425−1.5% | Reduced |
| Socorro Asset Management LP | 27,544 | $6.42M | 2.99% | 00.0% | Unchanged |
| M.D. Sass Investors Services, Inc. | 27,500 | $6.41M | 1.17% | −1,570−5.4% | Reduced |
| Hampton Road Capital Management LP | 27,491 | $6.40M | 2.37% | −5,009−15.4% | Reduced |
| Tradewinds, LLC. | 27,458 | $6.39M | 4.65% | −178−0.6% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 27,449 | $6.39M | 0.04% | −3,101−10.2% | Reduced |
| First City Capital Management, Inc. | 27,429 | $6.39M | 4.21% | +1,889+7.4% | Added |
| Once Capital Management, LLC | 27,400 | $6.38M | 8.31% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 24,279 | $6.36M | 3.35% | +117+0.5% | Added |
| NovaPoint Capital, LLC | 27,291 | $6.36M | 2.89% | +1,304+5.0% | Added |
| Hollencrest Capital Management | 27,216 | $6.34M | 0.80% | −733−2.6% | Reduced |
| Personal Cfo Solutions, LLC | 27,189 | $6.33M | 1.59% | +130+0.5% | Added |
| Brown Capital Management LLC | 27,185 | $6.33M | 0.09% | −77−0.3% | Reduced |
| Lantz Financial LLC | 27,078 | $6.31M | 3.28% | −175−0.6% | Reduced |
| Tudor Investment Corp Et Al | 27,035 | $6.30M | 0.15% | +12,746+89.2% | Added |
| GraniteShares Advisors LLC | 26,977 | $6.28M | 5.10% | −2,744−9.2% | Reduced |
| Michael B. Yongue | 26,971 | $6.28M | 6.18% | −1,666−5.8% | Reduced |
| BSW Wealth Partners | 26,939 | $6.27M | 1.54% | +18,704+227.1% | Added |
| Barings LLC | 26,920 | $6.27M | 0.25% | −16,479−38.0% | Reduced |
| Beck Capital Management, LLC | 26,900 | $6.26M | 2.68% | +7,572+39.2% | Added |
| Concorde Financial Corp | 26,899 | $6.26M | 4.23% | +26,899 | New |
| Arlington Partners LLC | 26,844 | $6.25M | 2.51% | −1,125−4.0% | Reduced |
| Ausdal Financial Partners, Inc. | 26,845 | $6.25M | 0.99% | −82−0.3% | Reduced |
| Twinbeech Capital LP | 26,838 | $6.25M | 0.16% | +26,838 | New |
| Trust Co of Kansas | 26,824 | $6.25M | 4.42% | −5,803−17.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 26,774 | $6.24M | 4.72% | +196+0.7% | Added |
| StoneX Group Inc. | 26,761 | $6.23M | 0.85% | −388−1.4% | Reduced |
| City of London Investment Management Co Ltd | 26,726 | $6.22M | 0.54% | +13,465+101.5% | Added |
| Liberty Capital Management, Inc. | 26,657 | $6.21M | 2.32% | −322−1.2% | Reduced |
| Sonata Capital Group Inc | 26,643 | $6.21M | 3.42% | −899−3.3% | Reduced |
| Barton Investment Management | 26,635 | $6.20M | 1.26% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 26,626 | $6.20M | 1.86% | +392+1.5% | Added |
| Lesa Sroufe & Co | 26,602 | $6.20M | 7.45% | +26,602 | New |
| B & T Capital Management DBA Alpha Capital Management | 26,596 | $6.19M | 1.64% | +453+1.7% | Added |
| Independent Solutions Wealth Management, LLC | 26,521 | $6.18M | 2.03% | −240−0.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 26,514 | $6.17M | 2.78% | 00.0% | Unchanged |
| Essex Savings Bank | 26,445 | $6.16M | 2.45% | +1,465+5.9% | Added |
| VisionPoint Advisory Group, LLC | 26,430 | $6.16M | 2.96% | +385+1.5% | Added |
| Executive Wealth Group LLC | 26,406 | $6.15M | 5.28% | −160−0.6% | Reduced |
| Key Financial Inc | 26,349 | $6.14M | 2.89% | +99+0.4% | Added |
| Vista Capital Partners, Inc. | 26,346 | $6.14M | 1.05% | −336−1.3% | Reduced |
| JT Stratford LLC | 26,332 | $6.13M | 2.18% | −1,585−5.7% | Reduced |
| Asset Management Corp | 26,316 | $6.13M | 4.90% | +1,084+4.3% | Added |
| MEMBERS Trust Co | 26,266 | $6.12M | 0.20% | −232−0.9% | Reduced |
| First PREMIER Bank | 26,260 | $6.12M | 2.00% | +178+0.7% | Added |