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; 6,247 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, Q1 2022
Institutional positions in Microsoft Corp as of Mar 31, 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
- 4,549
- +52 vs. Q4 2021
- Shares held
- 5.26B
- −18.1M (−0.3%) vs. Q4 2021
- Total value
- $1.61T
- −$158.3B (−8.9%) vs. Q4 2021
- New holders
- 158
- 2,193 more added
- Sold out
- 106
- 1,905 more reduced
56 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: 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 | 6,247 | $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, Q1 2022
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gleason Group, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 12 | $4.00K | 0.00% | +12 | New |
| Old North State Trust, LLC | 14 | $4.18K | 3.35% | −13,155−99.9% | Reduced |
| J.Safra Asset Management Corp | 1,840 | $5.00K | 0.09% | +1,840 | New |
| CFS Investment Advisory Services, LLC | 1,226,774 | $6.00K | 0.03% | +1,222,697+29,990.1% | Added |
| Kessler Investment Group, LLC | 18 | $6.00K | 0.00% | −82−82.0% | Reduced |
| Econ Financial Services Corp | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 21 | $7.00K | 0.01% | 00.0% | Unchanged |
| First Quadrant L P | 34 | $10.0K | 0.06% | −145,897−100.0% | Reduced |
| Navigation Wealth Management, Inc. | 36 | $11.0K | 0.10% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 36 | $11.0K | 0.01% | +22+157.1% | Added |
| USA Financial Portformulas Corp | 47 | $14.0K | 0.01% | −9,191−99.5% | Reduced |
| Win Advisors, Inc | 44 | $14.0K | 0.00% | +44 | New |
| Longfellow Investment Management Co LLC | 47 | $15.0K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 51 | $16.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 55 | $17.0K | 0.02% | −129−70.1% | Reduced |
| Insight Financial Services | 65 | $20.0K | 0.02% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 71 | $22.0K | 0.04% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 75 | $23.0K | 0.03% | −2,273−96.8% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 85 | $26.0K | 0.01% | +79+1,316.7% | Added |
| Monumental Financial Group Inc. | 90 | $28.0K | 0.02% | +90 | New |
| Iron Horse Wealth Management, LLC | 110 | $34.0K | 0.02% | 00.0% | Unchanged |
| Crosspoint Capital Strategies, LLC | 109 | $34.0K | 0.09% | +109 | New |
| Dark Forest Capital Management LP | 118 | $36.0K | 0.01% | −243−67.3% | Reduced |
| DB Fitzpatrick & Co, Inc | 153 | $47.0K | 0.05% | −1,053−87.3% | Reduced |
| Hussman Strategic Advisors, Inc. | 155 | $48.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 155 | $48.0K | 0.00% | +154+15,400.0% | Added |
| Wealthstreet Investment Advisors, LLC | 158 | $49.0K | 1.32% | 00.0% | Unchanged |
| Wells Financial Advisors INC | 170 | $52.0K | 0.04% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 169 | $52.0K | 0.02% | +7+4.3% | Added |
| McCarthy Grittinger Financial Group, LLC | 192 | $59.2K | 0.02% | −18−8.6% | Reduced |
| Centiva Capital, LP | 215 | $66.0K | 0.00% | −7,987−97.4% | Reduced |
| Artemis Wealth Advisors, LLC | 221 | $68.0K | 0.01% | −121−35.4% | Reduced |
| Newfound Research LLC | 236 | $73.0K | 0.09% | −1−0.4% | Reduced |
| Beutel, Goodman & Co Ltd. | 261 | $80.0K | 0.00% | −8−3.0% | Reduced |
| Estate Counselors, LLC | 274 | $84.0K | 0.01% | 00.0% | Unchanged |
| Saban Cheryl | 274 | $84.0K | 16.97% | 00.0% | Unchanged |
| Avondale Wealth Management | 282 | $87.0K | 0.10% | −1,274−81.9% | Reduced |
| Carolina Wealth Advisors, LLC | 284 | $88.0K | 0.06% | −7−2.4% | Reduced |
| John W. Brooker & Co., CPAs | 312 | $96.0K | 0.05% | 00.0% | Unchanged |
| Family CFO Inc | 316 | $97.0K | 0.10% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 341 | $105.0K | 0.08% | +91+36.4% | Added |
| Claremont Financial Group, Inc. | 368 | $111.0K | 0.47% | +368 | New |
| Danda Trouve Investment Management, Inc. | 415 | $128.0K | 0.16% | +284+216.8% | Added |
| Schubert & Co | 417 | $129.0K | 0.14% | +45+12.1% | Added |
| Advanced Research Investment Solutions, LLC | 435 | $134.0K | 0.06% | −229−34.5% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 343 | $136.0K | 0.06% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 501 | $154.0K | 0.05% | −99−16.5% | Reduced |
| Roth Financial Partners LLC | 500 | $154.0K | 0.11% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 522 | $161.0K | 0.07% | +85+19.5% | Added |
| Bay Harbor Wealth Management, LLC | 527 | $162.0K | 0.07% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 548 | $169.0K | 0.04% | +1+0.2% | Added |
| Savior LLC | 550 | $173.0K | 0.13% | 00.0% | Unchanged |
| FAI Wealth Management | 573 | $176.0K | 0.14% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 592 | $183.0K | 0.10% | 00.0% | Unchanged |
| Dravo Bay LLC | 601 | $185.3K | 0.15% | +601 | New |
| Lake Point Wealth Management | 602 | $186.0K | 0.09% | +12+2.0% | Added |
| Clear Perspectives Financial Planning, LLC | 614 | $189.0K | 0.07% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 620 | $191.2K | 0.05% | 00.0% | Unchanged |
| Arena Capital Advisors, LLC- CA | 650 | $200.0K | 0.03% | +650 | New |
| Rye Brook Capital LLC | 655 | $202.0K | 0.10% | −180−21.6% | Reduced |
| Elm Advisors, LLC | 657 | $203.0K | 0.27% | −1,816−73.4% | Reduced |
| Barnett & Company, Inc. | 660 | $203.0K | 0.14% | +5+0.8% | Added |
| Strategic Asset Management, LLC | 659 | $203.0K | 0.29% | +37+5.9% | Added |
| Gagnon Securities LLC | 662 | $204.0K | 0.03% | −81−10.9% | Reduced |
| WFA Asset Management Corp | 679 | $209.4K | 0.14% | +9+1.3% | Added |
| Safir Wealth Advisors, LLC | 680 | $210.0K | 0.18% | +680 | New |
| Financial Futures Ltd Liability Co. | 680 | $210.0K | 0.16% | +680 | New |
| New Perspectives, Inc | 684 | $211.0K | 0.15% | −13−1.9% | Reduced |
| Whitcomb & Hess, Inc. | 688 | $212.0K | 0.08% | +1+0.1% | Added |
| Perritt Capital Management Inc | 695 | $214.0K | 0.12% | +100+16.8% | Added |
| Maryland Capital Advisors Inc. | 696 | $215.0K | 0.19% | −54−7.2% | Reduced |
| Machina Capital S.A.S. | 700 | $216.0K | 0.47% | +700 | New |
| FC Advisory LLC | 703 | $217.0K | 0.09% | −14−2.0% | Reduced |
| Phillips Financial Management, LLC | 704 | $217.0K | 0.02% | +704 | New |
| GenWealth Group, Inc. | 707 | $218.0K | 0.06% | 00.0% | Unchanged |
| TimesSquare Capital Management, LLC | 710 | $219.0K | 0.00% | −180−20.2% | Reduced |
| Magnolia Wealth Management, LLC | 709 | $219.0K | 0.23% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 714 | $220.0K | 0.15% | −25−3.4% | Reduced |
| Sippican Capital Advisors | 721 | $222.0K | 0.18% | −65−8.3% | Reduced |
| Eq LLC | 723 | $223.0K | 0.16% | −38−5.0% | Reduced |
| Greylin Investment Mangement Inc | 725 | $224.0K | 0.04% | 00.0% | Unchanged |
| Portland Hill Asset Management Ltd | 731 | $225.0K | 0.20% | 00.0% | Unchanged |
| Compass Financial Group, Inc. | 738 | $228.0K | 0.14% | −79−9.7% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 739 | $228.0K | 0.11% | 00.0% | Unchanged |
| United Maritime Capital LLC | 750 | $231.0K | 0.63% | −10,500−93.3% | Reduced |
| Ronit Capital LLP | 750 | $231.0K | 0.31% | +750 | New |
| Josh Arnold Investment Consultant, LLC | 757 | $233.0K | 0.22% | −185−19.6% | Reduced |
| Rinkey Investments | 821 | $233.0K | 0.25% | +128+18.5% | Added |
| Investments & Financial Planning, LLC | 773 | $238.0K | 0.21% | +773 | New |
| Wexford Capital LP | 776 | $239.0K | 0.05% | +1+0.1% | Added |
| Beddow Capital Management Inc | 775 | $239.0K | 0.13% | +775 | New |
| Halpern Financial, Inc. | 791 | $243.9K | 0.09% | −235−22.9% | Reduced |
| Skylands Capital, LLC | 790 | $244.0K | 0.03% | −50−6.0% | Reduced |
| Doliver Advisors, LP | 795 | $245.0K | 0.08% | −51−6.0% | Reduced |
| Nia Impact Advisors, LLC | 794 | $245.0K | 0.12% | +79+11.0% | Added |
| American Investment Services, Inc. | 797 | $246.0K | 0.05% | −285−26.3% | Reduced |
| LPWM LLC | 816 | $246.0K | 0.12% | −62−7.1% | Reduced |
| Goodman Financial Corp | 800 | $247.0K | 0.07% | −466−36.8% | Reduced |