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, 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
- 4,550
- +51 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
- 157
- 2,193 more added
- Sold out
- 106
- 1,907 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 | 6,248 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $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 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| TD Ameritrade Investment Management, LLC | 5,511 | $1.70M | 0.01% | +499+10.0% | Added |
| Blue Bell Private Wealth Management, LLC | 5,516 | $1.70M | 0.48% | +120+2.2% | Added |
| Jeereddi Investments, LP | 5,528 | $1.70M | 1.96% | +1,000+22.1% | Added |
| Tillar-Wenstrup Advisors, LLC | 5,532 | $1.71M | 0.82% | −160−2.8% | Reduced |
| Twelve Points Wealth Management LLC | 5,537 | $1.71M | 1.28% | −233−4.0% | Reduced |
| AlphaCore Capital LLC | 5,537 | $1.71M | 0.66% | +3,459+166.5% | Added |
| Mason & Associates Inc | 5,546 | $1.71M | 0.52% | +1,266+29.6% | Added |
| Old North State Wealth Management, LLC | 5,553 | $1.71M | 1.71% | −228−3.9% | Reduced |
| White Lighthouse Investment Management Inc. | 5,564 | $1.72M | 0.44% | −12−0.2% | Reduced |
| Kaydan Wealth Management, Inc. | 5,568 | $1.72M | 0.76% | +64+1.2% | Added |
| WFA of San Diego, LLC | 5,575 | $1.72M | 1.31% | −1,906−25.5% | Reduced |
| PRW Wealth Management LLC | 5,588 | $1.72M | 0.76% | +519+10.2% | Added |
| Cherrydale Wealth Management, LLC | 5,599 | $1.73M | 1.27% | +1,439+34.6% | Added |
| Horan Securities, Inc. | 5,602 | $1.73M | 1.03% | +332+6.3% | Added |
| Paragon Wealth Strategies, LLC | 5,608 | $1.73M | 0.45% | +23+0.4% | Added |
| Orgel Wealth Management, LLC | 5,611 | $1.73M | 0.12% | −992−15.0% | Reduced |
| Banco BTG Pactual S.A. | 5,660 | $1.75M | 0.91% | +2,303+68.6% | Added |
| Western Financial Corporation | 5,674 | $1.75M | 1.02% | +359+6.8% | Added |
| Krane Funds Advisors LLC | 5,678 | $1.75M | 0.07% | −2,149−27.5% | Reduced |
| First Citizens Financial Corp | 5,682 | $1.75M | 1.32% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 5,751 | $1.77M | 0.95% | +3,211+126.4% | Added |
| McGowan Group Asset Management, Inc. | 5,761 | $1.78M | 0.27% | −35−0.6% | Reduced |
| Sofos Investments, Inc. | 6,167 | $1.78M | 0.15% | −12,574−67.1% | Reduced |
| Syntal Capital Partners, LLC | 5,815 | $1.79M | 0.70% | −4,546−43.9% | Reduced |
| Column Capital Advisors, LLC | 5,820 | $1.79M | 0.33% | +367+6.7% | Added |
| GenTrust, LLC | 5,819 | $1.79M | 0.14% | 00.0% | Unchanged |
| Navalign, LLC | 6,351 | $1.80M | 0.76% | −127−2.0% | Reduced |
| Family Firm, Inc. | 5,834 | $1.80M | 0.47% | +2,741+88.6% | Added |
| Stevens Capital Management LP | 5,846 | $1.80M | 0.39% | −21,548−78.7% | Reduced |
| New World Advisors LLC | 6,416 | $1.80M | 0.94% | −526−7.6% | Reduced |
| AtlasMark Financial, Inc | 5,848 | $1.80M | 2.31% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 5,859 | $1.81M | 1.36% | +69+1.2% | Added |
| Shepherd Kaplan Krochuk, LLC | 5,875 | $1.81M | 0.69% | −2,182−27.1% | Reduced |
| Copperwynd Financial, LLC | 5,877 | $1.81M | 0.75% | −348−5.6% | Reduced |
| Dean Investment Associates, LLC | 5,877 | $1.81M | 0.32% | −148−2.5% | Reduced |
| US Financial Advisors, LLC | 5,876 | $1.81M | 0.87% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5,878 | $1.81M | 0.55% | +582+11.0% | Added |
| Professional Financial Advisors, LLC | 5,905 | $1.82M | 0.79% | −1,419−19.4% | Reduced |
| Rodgers & Associates, LTD | 5,909 | $1.82M | 0.28% | −156−2.6% | Reduced |
| Rock Point Advisors, LLC | 5,917 | $1.82M | 0.54% | −424−6.7% | Reduced |
| Capital Financial Services, LLC | 5,932 | $1.83M | 2.15% | +29+0.5% | Added |
| American Financial Advisors, LLC | 5,950 | $1.83M | 0.25% | +51+0.9% | Added |
| AllSquare Wealth Management LLC | 5,974 | $1.84M | 1.11% | +74+1.3% | Added |
| Triton Wealth Management, PLLC | 6,021 | $1.84M | 0.96% | 00.0% | Unchanged |
| CMC Financial Group | 6,650 | $1.84M | 2.06% | −503−7.0% | Reduced |
| RHS Financial, LLC | 5,981 | $1.84M | 1.36% | −326−5.2% | Reduced |
| Prescott Group Capital Management, L.L.C. | 6,000 | $1.85M | 0.47% | 00.0% | Unchanged |
| Viking Fund Management LLC | 6,000 | $1.85M | 0.42% | 00.0% | Unchanged |
| Latash Investments, LLC | 6,000 | $1.85M | 1.20% | 00.0% | Unchanged |
| Anson Funds Management LP | 6,000 | $1.85M | 0.25% | +1,000+20.0% | Added |
| Black Swift Group, LLC | 6,000 | $1.85M | 0.73% | +4,462+290.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,003 | $1.85M | 1.04% | +575+10.6% | Added |
| Draper Asset Management, LLC | 6,016 | $1.85M | 1.54% | +1,436+31.4% | Added |
| TAP Consulting, LLC | 6,025 | $1.86M | 0.49% | −300−4.7% | Reduced |
| Check Capital Management Inc | 6,029 | $1.86M | 0.15% | +13+0.2% | Added |
| Sadoff Investment Management LLC | 6,034 | $1.86M | 0.12% | +107+1.8% | Added |
| TrueWealth Advisors, LLC | 5,543 | $1.86M | 0.84% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 6,048 | $1.86M | 0.52% | −849−12.3% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 6,059 | $1.87M | 1.47% | −71−1.2% | Reduced |
| Birchcreek Wealth Management, LLC | 6,065 | $1.87M | 1.66% | −700−10.3% | Reduced |
| Hillsdale Investment Management Inc. | 6,085 | $1.88M | 0.12% | −10−0.2% | Reduced |
| Summit Wealth Partners, LLC | 6,093 | $1.88M | 0.43% | −199−3.2% | Reduced |
| Cornerstone National Bank & Trust Co | 6,099 | $1.88M | 0.83% | +162+2.7% | Added |
| C M Bidwell & Associates Ltd | 6,101 | $1.88M | 1.23% | −42−0.7% | Reduced |
| Rocky Mountain Advisers, LLC | 6,106 | $1.88M | 2.09% | +202+3.4% | Added |
| Coastal Capital Group, Inc. | 6,146 | $1.90M | 0.45% | +42+0.7% | Added |
| Emerald Mutual Fund Advisers Trust | 6,165 | $1.90M | 0.08% | −300−4.6% | Reduced |
| Autus Asset Management, LLC | 6,206 | $1.91M | 0.29% | −4,201−40.4% | Reduced |
| Crestone Asset Management LLC | 6,213 | $1.92M | 0.40% | +403+6.9% | Added |
| Ironwood Investment Management LLC | 6,225 | $1.92M | 1.04% | −264−4.1% | Reduced |
| Empirical Asset Management, LLC | 6,228 | $1.92M | 1.83% | +1,416+29.4% | Added |
| Onyx Bridge Wealth Group LLC | 6,782 | $1.92M | 0.73% | +512+8.2% | Added |
| TTP Investments, Inc. | 6,234 | $1.92M | 1.93% | +418+7.2% | Added |
| Intelligent Financial Strategies | 6,243 | $1.93M | 1.88% | −1,533−19.7% | Reduced |
| Crumly & Associates Inc. | 6,263 | $1.93M | 0.72% | +313+5.3% | Added |
| Southland Equity Partners LLC | 6,266 | $1.93M | 0.80% | −507−7.5% | Reduced |
| Larson Financial Group LLC | 6,282 | $1.94M | 0.31% | −820−11.5% | Reduced |
| Safeguard Investment Advisory Group, LLC | 6,285 | $1.94M | 1.32% | +851+15.7% | Added |
| Delos Wealth Advisors, LLC | 6,291 | $1.94M | 1.91% | −105−1.6% | Reduced |
| Deuterium Capital Management, LLC | 6,300 | $1.94M | 2.50% | −4,587−42.1% | Reduced |
| SRS Capital Advisors, Inc. | 6,310 | $1.95M | 0.26% | +223+3.7% | Added |
| Goepper Burkhardt LLC | 6,314 | $1.95M | 1.18% | +620+10.9% | Added |
| Texas Capital Bancshares Inc | 6,370 | $1.96M | 1.19% | −163−2.5% | Reduced |
| Tennessee Valley Asset Management Partners | 6,366 | $1.96M | 0.66% | −67−1.0% | Reduced |
| Johnson Bixby & Associates, LLC | 6,370 | $1.96M | 0.51% | +92+1.5% | Added |
| Kohmann Bosshard Financial Services, LLC | 6,386 | $1.97M | 0.39% | +1,904+42.5% | Added |
| Heritage Financial Services, LLC | 6,393 | $1.97M | 1.29% | −164−2.5% | Reduced |
| Cohen & Steers, Inc. | 6,405 | $1.98M | 0.00% | +519+8.8% | Added |
| Meridian Financial, LLC | 6,409 | $1.98M | 2.05% | −267−4.0% | Reduced |
| BCS Wealth Management | 6,408 | $1.98M | 0.82% | −462−6.7% | Reduced |
| Reuter James Wealth Management, LLC | 6,413 | $1.98M | 0.79% | +81+1.3% | Added |
| FOCUS Wealth Advisors, LLC | 6,424 | $1.98M | 1.18% | −104−1.6% | Reduced |
| Virginia National Bank | 6,430 | $1.98M | 2.26% | +6,430 | New |
| Norwood Financial Corp | 6,434 | $1.98M | 2.88% | +31+0.5% | Added |
| Red Cedar Capital, LLC | 6,434 | $1.98M | 1.19% | +101+1.6% | Added |
| Campion Asset Management LLC | 6,449 | $1.99M | 1.69% | 00.0% | Unchanged |
| Cutler Group LP | 6,453 | $1.99M | 0.19% | −34,932−84.4% | Reduced |
| Navellier & Associates Inc | 6,461 | $1.99M | 0.34% | −204−3.1% | Reduced |
| Hummer Financial Advisory Services Inc | 6,480 | $2.00M | 1.80% | +130+2.0% | Added |
| ERn Financial, LLC | 6,488 | $2.00M | 0.44% | +473+7.9% | Added |