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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Kerntke Otto McGlone Wealth Management Group | 8,553 | $2.64M | 6.03% | −1,271−12.9% | Reduced |
| Tarbox Family Office, Inc. | 8,570 | $2.64M | 0.54% | −1,611−15.8% | Reduced |
| Adams Chetwood Wealth Management LLC | 8,568 | $2.64M | 1.50% | −35−0.4% | Reduced |
| Focused Wealth Management, Inc | 8,571 | $2.64M | 0.42% | −182−2.1% | Reduced |
| Sterneck Capital Management, LLC | 8,582 | $2.65M | 1.59% | −275−3.1% | Reduced |
| Kaizen Financial Strategies | 8,583 | $2.65M | 2.07% | +907+11.8% | Added |
| Flaharty Asset Management, LLC | 8,601 | $2.65M | 0.49% | −809−8.6% | Reduced |
| Tortoise Investment Management, LLC | 8,626 | $2.66M | 0.49% | −60−0.7% | Reduced |
| Morris Retirement Advisors, LLC | 8,642 | $2.66M | 2.02% | −217−2.4% | Reduced |
| Round Table Services, LLC | 8,650 | $2.67M | 0.45% | +30+0.3% | Added |
| Madison Wealth Partners, Inc | 8,654 | $2.67M | 1.49% | +236+2.8% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,666 | $2.67M | 0.78% | 00.0% | Unchanged |
| Twin Tree Management, LP | 8,666 | $2.67M | 0.05% | +8,666 | New |
| MKT Advisors LLC | 10,118 | $2.68M | 2.02% | +467+4.8% | Added |
| Advisory Services & Investments, LLC | 8,688 | $2.68M | 2.17% | +160+1.9% | Added |
| Corrigan Financial, Inc. | 8,704 | $2.68M | 0.85% | +5,361+160.4% | Added |
| Wolverine Asset Management LLC | 8,706 | $2.68M | 0.03% | +4,897+128.6% | Added |
| Goodwin Daniel L | 8,717 | $2.69M | 1.16% | +383+4.6% | Added |
| Three Bridge Wealth Advisors, LLC | 8,712 | $2.69M | 0.75% | +8,712 | New |
| Loveless Wealth Management LLC | 8,716 | $2.69M | 1.52% | +246+2.9% | Added |
| Summit Financial Wealth Advisors, LLC | 8,719 | $2.69M | 0.54% | −1,056−10.8% | Reduced |
| Aua Capital Management, LLC | 8,731 | $2.69M | 1.45% | +3,585+69.7% | Added |
| White Knight Strategic Wealth Advisors, LLC | 8,745 | $2.70M | 2.92% | +371+4.4% | Added |
| Traverso Chambers Private Wealth Management, LLC | 8,750 | $2.70M | 0.80% | +73+0.8% | Added |
| Rosenberg Matthew Hamilton | 8,753 | $2.70M | 0.94% | +112+1.3% | Added |
| Cutter & CO Brokerage, Inc. | 8,757 | $2.70M | 0.80% | −30−0.3% | Reduced |
| Sovereign Financial Group, Inc. | 8,761 | $2.70M | 1.00% | +1,513+20.9% | Added |
| Independent Wealth Network Inc. | 8,765 | $2.70M | 1.72% | −1,902−17.8% | Reduced |
| Del-Sette Capital Management, LLC | 8,763 | $2.70M | 2.61% | −636−6.8% | Reduced |
| Foresight Wealth Management, LLC | 8,764 | $2.70M | 1.09% | +337+4.0% | Added |
| Mayport, LLC | 8,772 | $2.70M | 1.87% | 00.0% | Unchanged |
| Carson Advisory Inc. | 8,779 | $2.71M | 2.69% | +409+4.9% | Added |
| Stewart Asset Management, LLC | 8,834 | $2.72M | 1.45% | +3,787+75.0% | Added |
| Redhawk Wealth Advisors, Inc. | 8,841 | $2.73M | 0.72% | −614−6.5% | Reduced |
| Charter Oak Capital Management, LLC | 8,868 | $2.73M | 0.33% | +1,265+16.6% | Added |
| Conway Capital Management, Inc. | 8,870 | $2.73M | 1.75% | +35+0.4% | Added |
| Wilson & Boucher Capital Management, LLC | 8,878 | $2.74M | 2.48% | +201+2.3% | Added |
| Clark Financial Services Group Inc | 8,886 | $2.74M | 2.01% | +4,539+104.4% | Added |
| Oliver Luxxe Assets LLC | 8,909 | $2.75M | 0.70% | +74+0.8% | Added |
| Sharkey, Howes & Javer | 8,917 | $2.75M | 0.63% | −8−0.1% | Reduced |
| Alliance Wealth Advisors, LLC | 8,948 | $2.76M | 2.29% | +45+0.5% | Added |
| Engineers Gate Manager LP | 9,003 | $2.78M | 0.11% | −3,972−30.6% | Reduced |
| Lumature Wealth Partners, LLC | 9,014 | $2.78M | 1.12% | +20+0.2% | Added |
| Pointe Capital Management LLC | 9,014 | $2.78M | 1.78% | +211+2.4% | Added |
| Legacy Bridge, LLC | 9,017 | $2.78M | 1.62% | −460−4.9% | Reduced |
| Derbend Asset Management | 8,275 | $2.78M | 2.72% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 9,032 | $2.79M | 0.93% | +1,025+12.8% | Added |
| McAlister, Sweet & Associates, Inc. | 9,039 | $2.79M | 2.96% | +2,596+40.3% | Added |
| Semmax Financial Advisors Inc. | 9,043 | $2.79M | 1.10% | +143+1.6% | Added |
| Horizon Kinetics Asset Management LLC | 9,088 | $2.80M | 0.06% | −126−1.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 9,090 | $2.80M | 1.03% | −352−3.7% | Reduced |
| Capstone Wealth Management Group, LLC | 9,102 | $2.81M | 2.80% | −711−7.2% | Reduced |
| Asset Management Group, Inc. | 9,147 | $2.82M | 0.59% | +676+8.0% | Added |
| Delta Capital Management LLC | 9,150 | $2.82M | 1.88% | −1,080−10.6% | Reduced |
| Grace & White Inc | 9,150 | $2.82M | 0.53% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 9,154 | $2.82M | 1.66% | +337+3.8% | Added |
| Kelly Lawrence W & Associates Inc | 9,155 | $2.82M | 0.60% | +45+0.5% | Added |
| Arvest Trust Co N A | 9,157 | $2.82M | 0.16% | −864−8.6% | Reduced |
| Apeiron RIA LLC | 9,373 | $2.82M | 1.35% | −127−1.3% | Reduced |
| Doheny Asset Management | 9,164 | $2.83M | 2.06% | −50−0.5% | Reduced |
| Ellis Investment Partners, LLC | 9,184 | $2.83M | 0.67% | +244+2.7% | Added |
| Concord Asset Management, LLC | 9,193 | $2.83M | 1.89% | +179+2.0% | Added |
| Vise Technologies, Inc. | 9,202 | $2.84M | 1.07% | +7,068+331.2% | Added |
| Echo45 Advisors LLC | 9,208 | $2.84M | 2.23% | −1,652−15.2% | Reduced |
| Nvest Financial, LLC | 9,220 | $2.84M | 2.34% | +9,220 | New |
| West Chester Capital Advisors, Inc | 9,237 | $2.85M | 2.08% | −679−6.8% | Reduced |
| Running Point Capital Advisors, LLC | 9,244 | $2.85M | 1.67% | −5,071−35.4% | Reduced |
| ETF Managers Group, LLC | 9,081 | $2.85M | 0.06% | +4,058+80.8% | Added |
| One Wealth Advisors, LLC | 9,248 | $2.85M | 0.70% | +1,520+19.7% | Added |
| One + One Wealth Management, LLC | 9,265 | $2.86M | 1.89% | −783−7.8% | Reduced |
| Sentinel Trust Co Lba | 9,295 | $2.87M | 0.34% | −1,489−13.8% | Reduced |
| Gould Asset Management LLC | 9,295 | $2.87M | 0.82% | +50+0.5% | Added |
| Sowa Financial Group, Inc. | 9,303 | $2.87M | 1.72% | +13+0.1% | Added |
| Towercrest Capital Management | 9,307 | $2.87M | 0.56% | +30.0% | Added |
| Marshall Financial Group LLC | 9,304 | $2.87M | 1.17% | +258+2.9% | Added |
| Marion Wealth Management | 9,310 | $2.87M | 1.40% | +41+0.4% | Added |
| Merrion Investment Management Co, LLC | 9,316 | $2.87M | 2.10% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 9,333 | $2.88M | 1.90% | −910−8.9% | Reduced |
| JJJ Advisors Inc. | 9,336 | $2.88M | 0.80% | +436+4.9% | Added |
| Titus Wealth Management | 9,358 | $2.88M | 1.30% | −303−3.1% | Reduced |
| Bluefin Capital Management, LLC | 9,368 | $2.89M | 0.50% | −62,045−86.9% | Reduced |
| Cladis Investment Advisory, LLC | 9,378 | $2.89M | 2.34% | +770+8.9% | Added |
| Landaas & Co | 8,628 | $2.90M | 1.54% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 9,424 | $2.91M | 1.81% | +28+0.3% | Added |
| Monticello Wealth Management, LLC | 9,458 | $2.92M | 0.28% | +1,620+20.7% | Added |
| Neumann Capital Management, LLC | 9,467 | $2.92M | 1.24% | −600−6.0% | Reduced |
| Pring Turner Capital Group Inc | 9,471 | $2.92M | 2.25% | +1,357+16.7% | Added |
| VERITY Wealth Advisors | 9,476 | $2.92M | 2.58% | 00.0% | Unchanged |
| First National Corp | 9,483 | $2.92M | 0.62% | −3,881−29.0% | Reduced |
| Affinity Capital Advisors, LLC | 9,483 | $2.92M | 0.91% | −892−8.6% | Reduced |
| HT Partners LLC | 9,487 | $2.92M | 0.90% | +140+1.5% | Added |
| Colrain Capital LLC | 9,500 | $2.93M | 4.09% | −595−5.9% | Reduced |
| Cahaba Wealth Management, Inc. | 10,576 | $2.94M | 0.40% | +1,139+12.1% | Added |
| Global Strategic Investment Solutions, LLC | 9,549 | $2.94M | 0.18% | +156+1.7% | Added |
| Ellenbecker Investment Group | 9,555 | $2.95M | 0.84% | −17−0.2% | Reduced |
| Members Capital Advisors Inc | 9,555 | $2.95M | 1.89% | 00.0% | Unchanged |
| Pluribus Labs, LLC | 9,558 | $2.95M | 11.71% | −732−7.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 10,726 | $2.95M | 2.05% | +392+3.8% | Added |
| Bowman & Co S.C. | 9,567 | $2.95M | 2.27% | +697+7.9% | Added |
| Insight Inv LLC | 9,582 | $2.95M | 2.68% | −145−1.5% | Reduced |