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 |
|---|---|---|---|---|---|
| Burton Enright Welch | 6,487 | $2.00M | 1.10% | −160−2.4% | Reduced |
| Detalus Advisors, LLC | 6,489 | $2.00M | 1.06% | −290−4.3% | Reduced |
| Cortland Associates Inc | 6,489 | $2.00M | 0.25% | −57−0.9% | Reduced |
| Profit Investment Management, LLC | 6,530 | $2.01M | 1.24% | +228+3.6% | Added |
| Sound Income Strategies, LLC | 6,528 | $2.01M | 0.23% | −69−1.0% | Reduced |
| Financial & Tax Architects, LLC | 6,535 | $2.01M | 0.76% | −231−3.4% | Reduced |
| WestHill Financial Advisors, Inc. | 6,539 | $2.02M | 0.58% | −252−3.7% | Reduced |
| Apexium Financial, LP | 6,025 | $2.02M | 1.06% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 6,571 | $2.03M | 1.36% | +531+8.8% | Added |
| Ade, LLC | 6,601 | $2.04M | 1.91% | −240−3.5% | Reduced |
| Sweet Financial Partners, LLC | 6,611 | $2.04M | 0.55% | +2,460+59.3% | Added |
| Atwood & Palmer Inc | 6,634 | $2.04M | 0.18% | −467−6.6% | Reduced |
| Parkside Advisors LLC | 6,641 | $2.05M | 0.65% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 6,641 | $2.05M | 1.82% | +88+1.3% | Added |
| Claris Advisors, LLC | 6,648 | $2.05M | 2.19% | +55+0.8% | Added |
| Walleye Capital LLC | 6,648 | $2.05M | 0.06% | +851+14.7% | Added |
| Arq Wealth Advisors, LLC | 6,653 | $2.05M | 1.38% | +15+0.2% | Added |
| Eldridge Investment Advisors, Inc. | 6,661 | $2.05M | 0.69% | −230−3.3% | Reduced |
| Crew Capital Management, Ltd. | 6,675 | $2.06M | 1.98% | −90−1.3% | Reduced |
| CMG Global Holdings, LLC | 6,683 | $2.06M | 1.68% | −1,563−19.0% | Reduced |
| Clarity Wealth Advisors, LLC | 6,729 | $2.07M | 0.98% | +142+2.2% | Added |
| Oxinas Partners Wealth Management LLC | 6,734 | $2.08M | 1.30% | −1,557−18.8% | Reduced |
| Bridgeworth, LLC | 6,732 | $2.08M | 0.48% | −961−12.5% | Reduced |
| MPS Loria Financial Planners, LLC | 6,750 | $2.08M | 0.87% | +6+0.1% | Added |
| Lewis Capital Management, LLC | 6,757 | $2.08M | 2.36% | +4+0.1% | Added |
| KFA Private Wealth Group, LLC | 6,756 | $2.08M | 1.04% | +674+11.1% | Added |
| Cedrus LLC | 6,774 | $2.09M | 1.88% | +412+6.5% | Added |
| Cedar Wealth Management, LLC | 6,783 | $2.09M | 0.85% | +114+1.7% | Added |
| Golden Green, Inc. | 6,792 | $2.09M | 1.72% | +1,399+25.9% | Added |
| WealthCare Investment Partners, LLC | 7,323 | $2.10M | 1.87% | +876+13.6% | Added |
| Nova R Wealth, Inc. | 6,834 | $2.11M | 1.80% | +187+2.8% | Added |
| WP Advisors, LLC | 6,842 | $2.11M | 0.87% | −9−0.1% | Reduced |
| Seven Springs Wealth Group, LLC | 6,845 | $2.11M | 1.00% | 00.0% | Unchanged |
| F3Logic, LLC | 6,846 | $2.11M | 0.31% | +241+3.6% | Added |
| Wolff Financial Management LLC | 6,857 | $2.11M | 0.84% | −10.0% | Reduced |
| Roble, Belko & Company, Inc | 6,869 | $2.12M | 0.40% | +163+2.4% | Added |
| Cowen Prime Advisors LLC | 6,875 | $2.12M | 0.89% | −200−2.8% | Reduced |
| Levy Wealth Management Group, LLC | 6,877 | $2.12M | 0.88% | +10+0.1% | Added |
| Firestone Capital Management | 6,886 | $2.12M | 0.70% | −167−2.4% | Reduced |
| Trevian Wealth Management LLC | 6,887 | $2.12M | 2.06% | −174−2.5% | Reduced |
| TD Capital Management LLC | 6,928 | $2.14M | 0.26% | +20.0% | Added |
| BlackDiamond Wealth Management Inc. | 6,930 | $2.14M | 2.55% | +122+1.8% | Added |
| Advisory Resource Group | 6,939 | $2.14M | 0.67% | +348+5.3% | Added |
| Pictet Bank & Trust Ltd | 6,959 | $2.15M | 1.20% | −171−2.4% | Reduced |
| Manchester Financial Inc | 6,961 | $2.15M | 0.77% | +1,952+39.0% | Added |
| Green Square Capital Advisors LLC | 6,966 | $2.15M | 0.34% | +223+3.3% | Added |
| Pinnacle Wealth Management, LLC | 6,969 | $2.15M | 2.51% | −231−3.2% | Reduced |
| Eagle Bluffs Wealth Management LLC | 6,975 | $2.15M | 2.07% | +298+4.5% | Added |
| Capital Directions Investment Advisors, LLC | 6,986 | $2.15M | 0.65% | −92−1.3% | Reduced |
| Human Investing LLC | 6,986 | $2.15M | 0.48% | +6,986 | New |
| Montis Financial, LLC | 6,989 | $2.15M | 1.68% | −183−2.6% | Reduced |
| Legacy Wealth Planning, LLC | 6,996 | $2.16M | 2.54% | +209+3.1% | Added |
| Landmark Financial Advisors, LLC | 7,687 | $2.16M | 1.04% | +119+1.6% | Added |
| IMPACTfolio, LLC | 7,004 | $2.16M | 1.61% | +161+2.4% | Added |
| Burns Matteson Capital Management, LLC | 7,008 | $2.16M | 1.50% | +400+6.1% | Added |
| Wolf Group Capital Advisors | 7,026 | $2.17M | 1.11% | −14,793−67.8% | Reduced |
| Granite Bay Wealth Management, LLC | 7,047 | $2.17M | 1.76% | +141+2.0% | Added |
| Arbor Capital Management Inc | 7,116 | $2.18M | 1.68% | −3,050−30.0% | Reduced |
| Objective Capital Management, LLC | 7,083 | $2.18M | 1.68% | −38−0.5% | Reduced |
| Blackston Financial Advisory Group, LLC | 7,764 | $2.19M | 1.43% | +384+5.2% | Added |
| Gill Capital Partners, LLC | 7,102 | $2.19M | 0.96% | +963+15.7% | Added |
| Lipe & Dalton | 7,103 | $2.19M | 1.07% | −331−4.5% | Reduced |
| Tyler-Stone Wealth Management | 7,105 | $2.19M | 1.21% | +302+4.4% | Added |
| Waterfront Wealth Inc. | 7,324 | $2.19M | 0.78% | +2,391+48.5% | Added |
| Delphia (USA) Inc. | 7,109 | $2.19M | 1.64% | −14−0.2% | Reduced |
| Oder Investment Management, LLC | 7,124 | $2.20M | 2.50% | +243+3.5% | Added |
| Elevated Capital Advisors, LLC | 7,130 | $2.20M | 0.73% | +7,130 | New |
| Cavalier Investments, LLC | 7,140 | $2.20M | 0.58% | −1,763−19.8% | Reduced |
| Belmont Capital, LLC | 7,148 | $2.20M | 2.20% | +7,103+15,784.4% | Added |
| Parametrica Management Ltd | 7,136 | $2.21M | 1.63% | +1,845+34.9% | Added |
| PAX Financial Group, LLC | 7,176 | $2.21M | 0.51% | −1,032−12.6% | Reduced |
| PSI Advisors, LLC | 7,188 | $2.22M | 0.91% | +2,501+53.4% | Added |
| Dimension Capital Management LLC | 7,193 | $2.22M | 0.41% | −30.0% | Reduced |
| Baldrige Asset Management LLC | 7,198 | $2.22M | 0.91% | −347−4.6% | Reduced |
| Aspire Private Capital, LLC | 7,206 | $2.22M | 0.71% | +467+6.9% | Added |
| Requisite Capital Management, LLC | 7,209 | $2.22M | 0.69% | −5,250−42.1% | Reduced |
| NinePointTwo Capital | 7,242 | $2.23M | 0.60% | −72−1.0% | Reduced |
| Capital Impact Advisors, LLC | 7,246 | $2.23M | 1.62% | −13,959−65.8% | Reduced |
| Oak Asset Management, LLC | 7,246 | $2.23M | 0.88% | +75+1.0% | Added |
| Coho Partners, Ltd. | 7,248 | $2.23M | 0.04% | −250−3.3% | Reduced |
| Bickling Financial Services, Inc. | 7,272 | $2.24M | 1.15% | +47+0.7% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 7,276 | $2.24M | 0.90% | −260−3.5% | Reduced |
| Aldebaran Financial Inc. | 7,280 | $2.24M | 1.84% | +260+3.7% | Added |
| Pathway Financial Advisors LLC | 7,296 | $2.25M | 0.84% | −20−0.3% | Reduced |
| Truepoint, Inc. | 7,299 | $2.25M | 0.11% | −281−3.7% | Reduced |
| Elmwood Wealth Management, Inc. | 7,311 | $2.25M | 1.16% | +291+4.1% | Added |
| Sugarloaf Wealth Management, LLC | 7,319 | $2.26M | 0.53% | −176−2.3% | Reduced |
| Absolute Capital Management, LLC | 7,325 | $2.26M | 2.69% | +7,302+31,747.8% | Added |
| Walled Lake Planning & Wealth Management, LLC | 7,331 | $2.26M | 1.34% | −496−6.3% | Reduced |
| Cooper/Haims Advisors, LLC | 7,329 | $2.26M | 1.47% | −18−0.2% | Reduced |
| Triad Financial Advisors, Inc. | 7,358 | $2.27M | 1.21% | +21+0.3% | Added |
| High Falls Advisors, Inc | 7,358 | $2.27M | 0.61% | +127+1.8% | Added |
| Ativo Capital Management LLC | 7,365 | $2.27M | 1.16% | −1,267−14.7% | Reduced |
| Retirement Income Solutions, Inc | 7,369 | $2.27M | 0.63% | +32+0.4% | Added |
| Willner & Heller, LLC | 6,794 | $2.29M | 2.81% | −281−4.0% | Reduced |
| Penobscot Wealth Management | 7,420 | $2.29M | 2.06% | −691−8.5% | Reduced |
| Fernwood Investment Management, LLC | 7,429 | $2.29M | 0.80% | −109−1.4% | Reduced |
| Clearwater Capital Advisors, LLC | 7,430 | $2.29M | 0.26% | +756+11.3% | Added |
| Next Level Private LLC | 7,446 | $2.30M | 1.85% | +591+8.6% | Added |
| Source Financial Advisors LLC | 7,471 | $2.30M | 0.68% | +781+11.7% | Added |