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 |
|---|---|---|---|---|---|
| Tempus Wealth Planning, LLC | 26,249 | $6.11M | 4.08% | +3,994+17.9% | Added |
| Cim Investment Mangement Inc | 26,226 | $6.11M | 2.71% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 26,220 | $6.11M | 1.47% | +566+2.2% | Added |
| SBK Financial, Inc. | 26,135 | $6.09M | 9.34% | −326−1.2% | Reduced |
| Aurora Investment Managers, LLC. | 26,086 | $6.08M | 6.04% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 26,084 | $6.08M | 4.06% | +2,563+10.9% | Added |
| Hurlow Wealth Management Group, Inc. | 26,078 | $6.07M | 3.54% | 00.0% | Unchanged |
| SOL Capital Management CO | 26,028 | $6.06M | 1.26% | +380+1.5% | Added |
| Enhancing Capital LLC | 25,876 | $6.06M | 7.50% | 00.0% | Unchanged |
| Advisors Management Group Inc | 26,020 | $6.06M | 2.41% | +3,844+17.3% | Added |
| Bell Bank | 25,984 | $6.05M | 0.77% | +70.0% | Added |
| CNB Bank | 25,951 | $6.04M | 4.09% | +446+1.7% | Added |
| Eagle Capital Management, LLC | 25,885 | $6.03M | 3.77% | −77−0.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 25,871 | $6.03M | 7.18% | +1,151+4.7% | Added |
| Cipher Capital LP | 25,768 | $6.00M | 0.97% | +25,768 | New |
| Monument Capital Management | 25,745 | $6.00M | 2.25% | +17+0.1% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 25,745 | $6.00M | 2.45% | −1,094−4.1% | Reduced |
| Seven Eight Capital, LP | 25,733 | $5.99M | 1.20% | +17,322+205.9% | Added |
| Adirondack Trust Co | 25,727 | $5.99M | 3.35% | +139+0.5% | Added |
| Lavaca Capital LLC | 22,180 | $5.98M | 3.35% | +1,317+6.3% | Added |
| Marathon Capital Management | 25,694 | $5.98M | 1.71% | +8,794+52.0% | Added |
| Finer Wealth Management, Inc. | 25,685 | $5.98M | 5.89% | −28−0.1% | Reduced |
| Patton Albertson Miller Group, LLC | 25,671 | $5.98M | 1.29% | −1,656−6.1% | Reduced |
| IFP Advisors, Inc | 164,609 | $5.97M | 0.18% | +11,983+7.9% | Added |
| Northcape Wealth Management, LLC | 25,634 | $5.97M | 2.13% | +9,641+60.3% | Added |
| Boyer & Corporon Wealth Management, LLC | 25,631 | $5.97M | 2.17% | +242+1.0% | Added |
| Herald Investment Management Ltd | 25,632 | $5.97M | 1.47% | 00.0% | Unchanged |
| HWG Holdings LP | 25,618 | $5.97M | 4.30% | +25,618 | New |
| True North Advisors, LLC | 25,598 | $5.96M | 1.96% | −2,069−7.5% | Reduced |
| Telos Capital Management, Inc. | 25,597 | $5.96M | 0.98% | +1,583+6.6% | Added |
| Legato Capital Management LLC | 25,564 | $5.95M | 1.54% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 25,488 | $5.95M | 4.91% | +319+1.3% | Added |
| Laffer Tengler Investments | 25,505 | $5.94M | 2.18% | +1,068+4.4% | Added |
| Taika Capital, LP | 25,450 | $5.93M | 3.63% | −27,800−52.2% | Reduced |
| Colony Family Offices, LLC | 25,435 | $5.92M | 2.56% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 25,400 | $5.92M | 1.59% | −108−0.4% | Reduced |
| Perennial Investment Advisors, LLC | 25,375 | $5.91M | 2.68% | −3,046−10.7% | Reduced |
| Hirtle Callaghan & Co LLC | 25,351 | $5.90M | 0.42% | +9,895+64.0% | Added |
| Sutton Wealth Advisors Inc. | 25,346 | $5.90M | 2.40% | +606+2.4% | Added |
| Platte River Wealth Advisors, LLC | 25,331 | $5.90M | 2.64% | −37−0.1% | Reduced |
| Lee Financial Co | 25,296 | $5.89M | 1.10% | +194+0.8% | Added |
| Coulter & Justus Financial Services, LLC | 25,279 | $5.89M | 4.58% | 00.0% | Unchanged |
| Jackson Hill Advisors, LLC | 25,250 | $5.88M | 5.20% | +25,250 | New |
| Halbert Hargrove Global Advisors, LLC | 25,234 | $5.88M | 0.46% | +335+1.3% | Added |
| Mission Creek Capital Partners, Inc. | 25,209 | $5.87M | 2.22% | +369+1.5% | Added |
| Beecher Investors Inc | 25,196 | $5.87M | 9.64% | 00.0% | Unchanged |
| Ami Investment Management Inc | 25,187 | $5.87M | 3.41% | +2,225+9.7% | Added |
| Ascension Asset Management LLC | 25,195 | $5.86M | 4.60% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 25,167 | $5.86M | 1.39% | +3,028+13.7% | Added |
| MCF Advisors LLC | 25,047 | $5.83M | 0.65% | +760+3.1% | Added |
| Kapitalo Investimentos Ltda | 25,042 | $5.83M | 2.46% | 00.0% | Unchanged |
| Harbor Advisors LLC | 25,000 | $5.82M | 1.57% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 24,997 | $5.82M | 4.21% | −473−1.9% | Reduced |
| Studio Investment Management LLC | 24,951 | $5.81M | 2.09% | +691+2.8% | Added |
| Principal Street Partners, LLC | 24,881 | $5.79M | 1.54% | +85+0.3% | Added |
| Klingman & Associates, LLC | 24,848 | $5.79M | 0.57% | +123+0.5% | Added |
| Trail Ridge Investment Advisors, LLC | 23,336 | $5.77M | 3.81% | −726−3.0% | Reduced |
| Handelsinvest Investeringsforvaltning | 24,742 | $5.76M | 0.90% | 00.0% | Unchanged |
| Valley Brook Capital Group | 24,735 | $5.76M | 6.29% | +155+0.6% | Added |
| SPC Financial, Inc. | 24,691 | $5.75M | 0.72% | −40−0.2% | Reduced |
| Probity Advisors, Inc. | 24,670 | $5.75M | 1.43% | −343−1.4% | Reduced |
| Ayrshire Capital Management LLC | 24,666 | $5.75M | 4.27% | +449+1.9% | Added |
| Solstein Capital, LLC | 24,645 | $5.74M | 5.06% | −50−0.2% | Reduced |
| Manchester Capital Management LLC | 24,594 | $5.73M | 1.00% | −156−0.6% | Reduced |
| Brandes Investment Partners, LP | 24,547 | $5.72M | 0.15% | +2,474+11.2% | Added |
| Elgethun Capital Management | 24,524 | $5.71M | 2.28% | +4,147+20.4% | Added |
| Dorchester Wealth Management Co | 24,519 | $5.71M | 1.26% | +300+1.2% | Added |
| Eagle Rock Investment Company, LLC | 24,452 | $5.70M | 1.49% | +4,329+21.5% | Added |
| Plante Moran Financial Advisors, LLC | 24,444 | $5.69M | 0.97% | −397−1.6% | Reduced |
| Leisure Capital Management | 24,429 | $5.69M | 3.45% | +1,622+7.1% | Added |
| Poehling Capital Management, LLC | 24,416 | $5.69M | 2.38% | −377−1.5% | Reduced |
| B&D White Capital Company, LLC | 24,408 | $5.68M | 2.13% | −49,817−67.1% | Reduced |
| Naviter Wealth, LLC | 24,400 | $5.68M | 2.32% | +2,026+9.1% | Added |
| BBR Partners, LLC | 24,355 | $5.67M | 0.73% | −12,882−34.6% | Reduced |
| Wambolt & Associates, LLC | 24,352 | $5.67M | 2.41% | +50.0% | Added |
| Optas, LLC | 24,350 | $5.67M | 2.49% | +844+3.6% | Added |
| Pinnacle Bancorp, Inc. | 24,336 | $5.67M | 2.45% | −242−1.0% | Reduced |
| PDS Planning, Inc | 24,305 | $5.66M | 1.03% | −1,571−6.1% | Reduced |
| Riverpark Capital Management LLC | 24,273 | $5.65M | 5.10% | +337+1.4% | Added |
| Guinness Atkinson Asset Management Inc | 24,222 | $5.64M | 3.60% | −132−0.5% | Reduced |
| Orleans Capital Management Corp | 24,216 | $5.64M | 4.72% | −2,200−8.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 24,208 | $5.64M | 5.48% | +378+1.6% | Added |
| Morris Capital Advisors, LLC | 24,194 | $5.63M | 5.31% | −240−1.0% | Reduced |
| HBW Advisory Services LLC | 24,173 | $5.63M | 1.57% | +76+0.3% | Added |
| Moseley Investment Management Inc | 24,148 | $5.62M | 4.13% | +415+1.7% | Added |
| CenterBook Partners LP | 24,105 | $5.61M | 1.08% | +1,865+8.4% | Added |
| Perpetual Investment Management Ltd | 24,086 | $5.61M | 0.82% | −2,181−8.3% | Reduced |
| TCWP LLC | 24,058 | $5.60M | 1.19% | −1,232−4.9% | Reduced |
| Hickory Lane Capital Management LP | 24,000 | $5.59M | 7.90% | −3,000−11.1% | Reduced |
| Audent Global Asset Management, LLC | 23,965 | $5.58M | 7.61% | −538−2.2% | Reduced |
| Vivaldi Capital Management, LLC | 23,791 | $5.57M | 1.51% | +149+0.6% | Added |
| Private Ocean, LLC | 23,918 | $5.57M | 0.88% | +500+2.1% | Added |
| Ar Asset Management Inc | 23,904 | $5.57M | 1.67% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 23,880 | $5.56M | 0.79% | +3,862+19.3% | Added |
| McDonough Capital Management, Inc | 23,863 | $5.56M | 6.36% | +93+0.4% | Added |
| Fairfield Financial Advisors, LTD | 23,859 | $5.56M | 2.64% | +23+0.1% | Added |
| Martin Capital Partners, LLC | 23,821 | $5.55M | 2.57% | +6,547+37.9% | Added |
| Trust Investment Advisors | 23,790 | $5.54M | 5.78% | −510−2.1% | Reduced |
| Beta Wealth Group, Inc. | 23,761 | $5.53M | 3.99% | +2,017+9.3% | Added |
| Schneider Downs Wealth Management Advisors, LP | 23,754 | $5.53M | 1.62% | −3,035−11.3% | Reduced |