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 |
|---|---|---|---|---|---|
| Paradigm Capital Management, LLC | 7,481 | $2.31M | 2.32% | −358−4.6% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 7,480 | $2.31M | 0.81% | +875+13.2% | Added |
| Drive Wealth Management, LLC | 7,485 | $2.31M | 1.95% | +2,089+38.7% | Added |
| Diversified, LLC | 7,494 | $2.31M | 0.95% | +47+0.6% | Added |
| Aristides Capital LLC | 7,502 | $2.31M | 1.57% | 00.0% | Unchanged |
| Campbell Wealth Management | 7,507 | $2.31M | 0.28% | −631−7.8% | Reduced |
| Zimmermann Investment Management & Planning LLC | 7,505 | $2.31M | 1.37% | −78−1.0% | Reduced |
| Wagner Wealth Management, LLC | 7,509 | $2.31M | 1.62% | +48+0.6% | Added |
| Consilio Wealth Advisors, LLC | 7,521 | $2.32M | 1.82% | +1,276+20.4% | Added |
| Xcel Wealth Management, LLC | 7,525 | $2.32M | 0.64% | +80+1.1% | Added |
| Outlook Wealth Advisors, LLC | 7,553 | $2.33M | 0.78% | −27−0.4% | Reduced |
| Westhampton Capital, LLC | 7,552 | $2.33M | 1.50% | +185+2.5% | Added |
| MinichMacGregor Wealth Management, LLC | 7,558 | $2.33M | 0.74% | −32−0.4% | Reduced |
| Compass Financial Advisors LLC | 7,559 | $2.33M | 2.58% | +209+2.8% | Added |
| Sunburst Financial Group, LLC | 7,560 | $2.33M | 1.15% | −129−1.7% | Reduced |
| Genesee Capital Advisors, LLC | 7,562 | $2.33M | 1.22% | +280+3.8% | Added |
| 1620 Investment Advisors, Inc. | 6,949 | $2.34M | 2.54% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 7,597 | $2.34M | 1.18% | −4,013−34.6% | Reduced |
| Cassady Schiller Wealth Management, LLC | 7,609 | $2.35M | 1.13% | +1,485+24.2% | Added |
| Barnes Pettey Financial Advisors, LLC | 7,619 | $2.35M | 2.84% | −273−3.5% | Reduced |
| Nottingham Advisors, Inc. | 7,627 | $2.35M | 0.28% | −735−8.8% | Reduced |
| Twin Focus Capital Partners, LLC | 7,643 | $2.36M | 0.46% | +242+3.3% | Added |
| Legal Advantage Investments, Inc. | 7,649 | $2.36M | 1.77% | +3,199+71.9% | Added |
| OPSEU Pension Plan Trust Fund | 7,649 | $2.36M | 0.56% | +369+5.1% | Added |
| Castleview Partners, LLC | 7,665 | $2.36M | 1.47% | −3,985,151−99.8% | Reduced |
| Cabot Wealth Management Inc | 7,675 | $2.37M | 0.32% | +30+0.4% | Added |
| Marks Group Wealth Management, Inc | 7,674 | $2.37M | 0.30% | +852+12.5% | Added |
| Empowered Funds, LLC | 7,676 | $2.37M | 0.26% | −4,726−38.1% | Reduced |
| Abacus Wealth Partners, LLC | 7,684 | $2.37M | 1.05% | −1,112−12.6% | Reduced |
| Groesbeck Investment Management Corp | 7,688 | $2.37M | 2.65% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 7,698 | $2.37M | 0.40% | +2,474+47.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 7,714 | $2.38M | 0.96% | +430+5.9% | Added |
| Fortress Wealth Group, LLC | 7,719 | $2.38M | 1.84% | −562−6.8% | Reduced |
| Clearview Wealth Advisors LLC | 7,725 | $2.38M | 1.56% | −1,919−19.9% | Reduced |
| Two Sigma Securities, LLC | 7,743 | $2.39M | 0.33% | −15,513−66.7% | Reduced |
| Vanguard Capital Wealth Advisors | 7,742 | $2.39M | 1.71% | +526+7.3% | Added |
| Storm King Capital Partners, LLC | 7,746 | $2.39M | 20.32% | +7,746 | New |
| Traphagen Investment Advisors LLC | 7,749 | $2.39M | 0.40% | +943+13.9% | Added |
| Hamilton Capital, LLC | 7,752 | $2.39M | 0.15% | −3,236−29.5% | Reduced |
| Guerra Pan Advisors, LLC | 8,450 | $2.39M | 2.89% | 00.0% | Unchanged |
| Financial Advisory Group | 7,764 | $2.39M | 0.46% | +463+6.3% | Added |
| Capital Advisory Group Advisory Services, LLC | 7,783 | $2.40M | 1.11% | −203−2.5% | Reduced |
| First National Bank Sioux Falls | 7,804 | $2.41M | 2.51% | +100+1.3% | Added |
| Tealwood Asset Management Inc | 7,816 | $2.41M | 1.02% | −205−2.6% | Reduced |
| Peterson Wealth Services | 7,851 | $2.42M | 1.49% | +824+11.7% | Added |
| KB Financial Partners, LLC | 7,882 | $2.43M | 0.67% | +734+10.3% | Added |
| apricus wealth, LLC | 8,494 | $2.43M | 1.98% | −152−1.8% | Reduced |
| AMP Capital Investors Ltd | 7,900 | $2.44M | 0.10% | +7,900 | New |
| Opes Wealth Management LLC | 7,907 | $2.44M | 0.79% | −1,572−16.6% | Reduced |
| Aft, Forsyth & Sober, LLC | 7,925 | $2.44M | 0.96% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 7,924 | $2.44M | 1.22% | +7,924 | New |
| Paradigm Asset Management Co LLC | 7,925 | $2.44M | 0.64% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 7,926 | $2.44M | 4.56% | −137−1.7% | Reduced |
| Midwest Wealth Management Inc. | 7,936 | $2.45M | 1.49% | +169+2.2% | Added |
| Mascoma Wealth Management LLC | 7,949 | $2.45M | 0.78% | +1,024+14.8% | Added |
| Clark Financial Advisors | 7,961 | $2.45M | 2.31% | −627−7.3% | Reduced |
| KLCM Advisors, Inc. | 7,968 | $2.46M | 0.52% | −29−0.4% | Reduced |
| Granite Point Capital Management, L.P. | 8,000 | $2.47M | 1.25% | +1,000+14.3% | Added |
| blooom, inc. | 7,865 | $2.47M | 1.98% | −490−5.9% | Reduced |
| Rede Wealth, LLC | 8,019 | $2.47M | 1.16% | −49−0.6% | Reduced |
| Southern Capital Advisors, LLC | 8,021 | $2.47M | 1.69% | −457−5.4% | Reduced |
| Opal Wealth Advisors, LLC | 8,042 | $2.48M | 2.16% | −845−9.5% | Reduced |
| Foresight Capital Management Advisors, Inc. | 8,057 | $2.48M | 2.77% | +255+3.3% | Added |
| Satovsky Asset Management LLC | 8,095 | $2.50M | 1.67% | +217+2.8% | Added |
| Keebeck Alpha, LP | 8,100 | $2.50M | 0.76% | −88−1.1% | Reduced |
| SFE Investment Counsel | 8,103 | $2.50M | 0.63% | +685+9.2% | Added |
| Glaxis Capital Management, LLC | 8,127 | $2.51M | 3.54% | +8,127 | New |
| Tilia Fiduciary Partners, Inc. | 8,170 | $2.52M | 2.14% | +632+8.4% | Added |
| Mount Lucas Management LP | 8,176 | $2.52M | 0.73% | −14−0.2% | Reduced |
| DMG Group, LLC | 9,205 | $2.52M | 2.82% | −1,785−16.2% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 8,179 | $2.52M | 2.00% | +309+3.9% | Added |
| S.C. Financial Services, Inc. | 8,191 | $2.52M | 3.24% | +499+6.5% | Added |
| Firethorn Wealth Partners, LLC | 8,216 | $2.53M | 1.92% | +172+2.1% | Added |
| BSW Wealth Partners | 8,220 | $2.53M | 0.64% | −7,476−47.6% | Reduced |
| Walker Asset Management, LLC | 8,221 | $2.54M | 2.03% | +79+1.0% | Added |
| Index Fund Advisors, Inc. | 8,235 | $2.54M | 0.19% | −821−9.1% | Reduced |
| Single Point Partners, LLC | 8,235 | $2.54M | 0.65% | +2,420+41.6% | Added |
| Mainstay Capital Management LLC | 8,238 | $2.54M | 0.47% | +3,525+74.8% | Added |
| Magnolia Capital Management Ltd | 8,238 | $2.54M | 2.10% | −280−3.3% | Reduced |
| Salvus Wealth Management, LLC | 8,248 | $2.54M | 1.94% | +894+12.2% | Added |
| Jacobsen Capital Management | 8,251 | $2.54M | 1.17% | +1,109+15.5% | Added |
| Midwest Professional Planners, LTD. | 8,263 | $2.55M | 1.25% | +475+6.1% | Added |
| LSP Investment Advisors, LLC | 8,280 | $2.55M | 0.78% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 8,282 | $2.55M | 0.39% | +568+7.4% | Added |
| Investment Advisory Group, LLC | 8,299 | $2.56M | 1.55% | +415+5.3% | Added |
| Stillwater Investment Management, LLC | 8,301 | $2.56M | 0.64% | +695+9.1% | Added |
| Element Pointe Advisors, LLC | 8,325 | $2.57M | 0.87% | −1,585−16.0% | Reduced |
| TMD Wealth Management, LLC | 8,359 | $2.58M | 0.99% | +155+1.9% | Added |
| Evolution Wealth Advisors, LLC | 8,309 | $2.58M | 0.53% | +495+6.3% | Added |
| Acima Private Wealth, LLC | 8,375 | $2.58M | 1.19% | −36−0.4% | Reduced |
| Reitz Capital Advisors LLC | 8,378 | $2.58M | 1.87% | +1,817+27.7% | Added |
| Iron Financial, LLC | 8,384 | $2.58M | 1.19% | −208−2.4% | Reduced |
| Norris Financial Group, LLC | 8,410 | $2.59M | 1.57% | −660−7.3% | Reduced |
| Washburn Capital Management, Inc. | 8,410 | $2.59M | 1.70% | +40.0% | Added |
| Round Hill Asset Management | 8,459 | $2.61M | 1.37% | 00.0% | Unchanged |
| William Allan, LLC | 8,498 | $2.62M | 1.97% | +70+0.8% | Added |
| Purus Wealth Management, LLC | 8,508 | $2.62M | 1.81% | −83−1.0% | Reduced |
| Twin Lakes Capital Management, LLC | 8,515 | $2.63M | 1.48% | +18+0.2% | Added |
| Regal Wealth Group, Inc. | 9,219 | $2.63M | 1.64% | +100+1.1% | Added |
| Wellspring Financial Advisors, LLC | 8,536 | $2.63M | 0.78% | +42+0.5% | Added |