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; 6,248 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
- 2,161 more added
- Sold out
- 88
- 1,830 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 | 6,248 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Dearborn Partners LLC | 269,086 | $62.7M | 2.77% | +4,431+1.7% | Added |
| Tokio Marine Asset Management Co Ltd | 269,071 | $62.7M | 5.33% | +12,453+4.9% | Added |
| Farmers & Merchants Investments Inc | 269,046 | $62.7M | 2.82% | +2,484+0.9% | Added |
| Junto Capital Management LP | 268,221 | $62.5M | 1.74% | +177,328+195.1% | Added |
| Northeast Investment Management | 267,800 | $62.4M | 4.22% | +5,017+1.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 267,267 | $62.2M | 5.77% | +11,746+4.6% | Added |
| Caledonia Investments PLC | 266,767 | $62.1M | 11.51% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 265,458 | $61.8M | 3.75% | +5,736+2.2% | Added |
| Roffman Miller Associates Inc | 265,115 | $61.7M | 5.63% | +378+0.1% | Added |
| Tower Bridge Advisors | 263,171 | $61.3M | 5.45% | −2,041−0.8% | Reduced |
| Nwam LLC | 262,613 | $61.2M | 5.84% | −3,777−1.4% | Reduced |
| Dana Investment Advisors, Inc. | 262,500 | $61.1M | 3.47% | −4,367−1.6% | Reduced |
| Gamble Jones Investment Counsel | 260,093 | $60.6M | 4.93% | −3,679−1.4% | Reduced |
| Bowen Hanes & Co Inc | 258,961 | $60.3M | 2.33% | −5,063−1.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 257,650 | $60.0M | 3.25% | +6,587+2.6% | Added |
| Ameritas Investment Partners, Inc. | 256,764 | $59.8M | 2.68% | −836−0.3% | Reduced |
| Jackson Square Partners, LLC | 256,725 | $59.8M | 1.57% | −57,657−18.3% | Reduced |
| Cresset Asset Management, LLC | 256,388 | $59.7M | 0.75% | −21,071−7.6% | Reduced |
| Roosevelt Investment Group LLC | 256,189 | $59.7M | 4.29% | +195+0.1% | Added |
| Klingenstein Fields & Co LP | 255,213 | $59.4M | 3.27% | −170.0% | Reduced |
| 40 North Management LLC | 255,000 | $59.4M | 2.73% | +255,000 | New |
| Systematic Alpha Investments, LLC | 254,402 | $59.3M | 3.57% | 00.0% | Unchanged |
| Ethic Inc. | 254,000 | $59.2M | 4.02% | +12,578+5.2% | Added |
| Meritage Portfolio Management | 253,467 | $59.0M | 4.89% | −2,290−0.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 253,359 | $59.0M | 4.78% | −4,026−1.6% | Reduced |
| Smith, Salley & Associates | 252,798 | $58.9M | 5.48% | +937+0.4% | Added |
| Harvest Volatility Management LLC | 247,504 | $58.8M | 10.16% | −10,828−4.2% | Reduced |
| Summitry LLC | 251,983 | $58.7M | 4.43% | +1,219+0.5% | Added |
| MMBG Investment Advisors Co. | 251,664 | $58.6M | 7.85% | +271+0.1% | Added |
| Argent Trust Co | 250,972 | $58.5M | 4.23% | +950.0% | Added |
| Maple Capital Management, Inc. | 241,551 | $58.3M | 7.36% | +3,958+1.7% | Added |
| Sather Financial Group Inc | 249,910 | $58.2M | 6.41% | +4,274+1.7% | Added |
| Miracle Mile Advisors, LLC | 249,225 | $58.0M | 2.71% | +9,675+4.0% | Added |
| Clear Street Markets LLC | 248,239 | $57.8M | 10.96% | +248,239 | New |
| Dixon Mitchell Investment Counsel Inc. | 248,139 | $57.8M | 4.30% | −16,449−6.2% | Reduced |
| Washington Trust Co | 247,985 | $57.8M | 2.91% | −10,250−4.0% | Reduced |
| Campbell Newman Asset Management Inc | 246,702 | $57.5M | 6.47% | −1,144−0.5% | Reduced |
| Cooperman Leon G | 245,705 | $57.2M | 4.03% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 245,518 | $57.2M | 7.61% | +1,219+0.5% | Added |
| GFI Investment Counsel Ltd. | 243,762 | $56.8M | 9.85% | −1,775−0.7% | Reduced |
| Elite Wealth Management, Inc. | 242,965 | $56.6M | 30.77% | +1,658+0.7% | Added |
| Ycg, LLC | 242,805 | $56.5M | 6.73% | +1,697+0.7% | Added |
| Ingalls & Snyder LLC | 242,452 | $56.5M | 3.18% | −2,810−1.1% | Reduced |
| Mill Capital Management, LLC | 242,336 | $56.4M | 6.59% | +3,379+1.4% | Added |
| Norris Perne & French LLP | 241,966 | $56.4M | 5.86% | +19,352+8.7% | Added |
| Ironvine Capital Partners, LLC | 240,817 | $56.1M | 7.53% | +3,310+1.4% | Added |
| Aptus Capital Advisors, LLC | 239,105 | $55.7M | 1.78% | +19,495+8.9% | Added |
| Wetherby Asset Management Inc | 238,898 | $55.6M | 3.93% | −639−0.3% | Reduced |
| LMCG Investments, LLC | 238,804 | $55.6M | 4.07% | −2,570−1.1% | Reduced |
| Rockland Trust Co | 238,325 | $55.5M | 3.96% | +7,628+3.3% | Added |
| Smith Chas P & Associates Pa Cpas | 236,371 | $55.1M | 4.68% | +4,975+2.1% | Added |
| united american securities inc. (d/b/a uas asset management) | 235,482 | $54.8M | 17.33% | −12,659−5.1% | Reduced |
| Granite Investment Partners, LLC | 235,485 | $54.8M | 2.38% | −11,306−4.6% | Reduced |
| Ancora Advisors, LLC | 235,480 | $54.8M | 1.73% | +5,904+2.6% | Added |
| RMB Capital Management, LLC | 235,292 | $54.8M | 2.04% | −5,783−2.4% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 235,000 | $54.7M | 4.02% | −15,000−6.0% | Reduced |
| General American Investors Co Inc | 235,000 | $54.7M | 5.69% | 00.0% | Unchanged |
| Nwi Management LP | 235,000 | $54.7M | 11.82% | +25,000+11.9% | Added |
| Cetera Advisors LLC | 234,797 | $54.7M | 1.45% | +13,462+6.1% | Added |
| Waters Parkerson & Co., LLC | 234,496 | $54.6M | 3.66% | +500+0.2% | Added |
| Cullinan Associates Inc | 234,397 | $54.6M | 3.45% | −9,344−3.8% | Reduced |
| Ulysses Management LLC | 234,200 | $54.5M | 14.64% | 00.0% | Unchanged |
| Sandy Spring Bank | 231,242 | $53.9M | 3.42% | −3,218−1.4% | Reduced |
| Calamos Wealth Management LLC | 231,117 | $53.8M | 4.64% | +31,246+15.6% | Added |
| Hound Partners, LLC | 230,948 | $53.8M | 10.21% | −153,262−39.9% | Reduced |
| Corient Capital Partners, LLC | 208,644 | $53.6M | 4.12% | 00.0% | Unchanged |
| Triple Frond Partners LLC | 229,654 | $53.5M | 9.42% | −28,733−11.1% | Reduced |
| Wesleyan Assurance Society | 229,450 | $53.4M | 8.21% | +1,050+0.5% | Added |
| Leonteq Securities AG | 229,358 | $53.4M | 2.78% | +68,332+42.4% | Added |
| Franklin Street Advisors Inc | 228,385 | $53.2M | 5.39% | −6,516−2.8% | Reduced |
| Exencial Wealth Advisors, LLC | 227,922 | $53.1M | 3.23% | +1,356+0.6% | Added |
| Evergreen Capital Management LLC | 227,381 | $53.0M | 2.77% | +4,618+2.1% | Added |
| Aaron Wealth Advisors | 227,155 | $52.9M | 9.75% | +153,318+207.6% | Added |
| Welch Group, LLC | 225,614 | $52.5M | 3.42% | +3,356+1.5% | Added |
| Aureus Asset Management, LLC | 224,735 | $52.3M | 4.56% | −2,377−1.0% | Reduced |
| Baader Bank INC | 223,454 | $52.0M | 4.50% | −60,236−21.2% | Reduced |
| Avantax Advisory Services, Inc. | 223,424 | $52.0M | 0.80% | +8,295+3.9% | Added |
| Alps Advisors Inc | 223,237 | $52.0M | 0.49% | +12,567+6.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 222,910 | $51.9M | 4.21% | −559−0.3% | Reduced |
| Natixis Investment Managers International | 222,071 | $51.7M | 4.13% | −968,276−81.3% | Reduced |
| Oak Ridge Investments LLC | 221,103 | $51.5M | 7.80% | −6,653−2.9% | Reduced |
| Alta Capital Management LLC | 221,090 | $51.5M | 4.03% | +2,091+1.0% | Added |
| Kanawha Capital Management LLC | 220,937 | $51.5M | 5.62% | −697−0.3% | Reduced |
| Suncoast Equity Management | 220,789 | $51.4M | 10.05% | −11,715−5.0% | Reduced |
| Snowden Capital Advisors LLC | 220,358 | $51.3M | 2.32% | +7,671+3.6% | Added |
| Toroso Investments, LLC | 219,604 | $51.1M | 2.13% | −7,085−3.1% | Reduced |
| Siemens Fonds Invest GmbH | 219,582 | $51.1M | 5.87% | −6,732−3.0% | Reduced |
| Petrus Trust Company, LTA | 219,377 | $51.1M | 7.27% | +6,393+3.0% | Added |
| Moors & Cabot, Inc. | 219,244 | $51.1M | 3.89% | −6,606−2.9% | Reduced |
| Locust Wood Capital Advisers, LLC | 218,887 | $51.0M | 3.92% | −16,826−7.1% | Reduced |
| Mission Wealth Management, LP | 218,617 | $50.9M | 2.74% | +23,152+11.8% | Added |
| Kingsview Wealth Management, LLC | 218,115 | $50.8M | 2.41% | +5,479+2.6% | Added |
| Dakota Wealth Management | 217,036 | $50.5M | 4.12% | +13,288+6.5% | Added |
| Capital Fund Management S.A. | 215,908 | $50.3M | 1.25% | +215,908 | New |
| Itau Unibanco Holding S.A. | 215,550 | $50.2M | 2.02% | +28,645+15.3% | Added |
| Davidson Investment Advisors | 214,475 | $50.0M | 4.19% | +6,139+2.9% | Added |
| Gladius Capital Management LP | 214,379 | $49.9M | 8.32% | +178,250+493.4% | Added |
| Wedbush Securities Inc | 214,599 | $49.9M | 2.80% | +14,610+7.3% | Added |
| Berkshire Asset Management LLC | 214,101 | $49.9M | 3.53% | −1,785−0.8% | Reduced |
| Tran Capital Management, L.P. | 214,037 | $49.8M | 6.38% | −28,786−11.9% | Reduced |