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 |
|---|---|---|---|---|---|
| Red Wave Investments LLC | 9,590 | $2.96M | 1.05% | +638+7.1% | Added |
| Primoris Wealth Advisors, LLC | 9,629 | $2.97M | 2.77% | +100+1.0% | Added |
| BT Wealth Management LLC | 9,635 | $2.97M | 0.77% | −4,106−29.9% | Reduced |
| Aire Advisors, LLC | 9,668 | $2.98M | 1.06% | +1,952+25.3% | Added |
| Eads & Heald Wealth Management | 9,681 | $2.98M | 1.38% | −143−1.5% | Reduced |
| Greenup Street Wealth Management LLC | 9,695 | $2.99M | 1.66% | +2,438+33.6% | Added |
| Triumph Capital Management | 9,706 | $2.99M | 1.30% | +2,966+44.0% | Added |
| Peninsula Wealth, LLC | 9,706 | $2.99M | 0.85% | +352+3.8% | Added |
| Oxford Financial Group Ltd | 9,753 | $3.01M | 0.38% | −4,831−33.1% | Reduced |
| Provident Trust Co | 9,754 | $3.01M | 0.06% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 9,757 | $3.01M | 2.19% | +18+0.2% | Added |
| Ledge Wealth Management, Inc. | 9,764 | $3.01M | 1.87% | +9,764 | New |
| Paragon Financial Partners, Inc. | 9,770 | $3.01M | 2.63% | +30.0% | Added |
| Cross Staff Investments Inc | 9,781 | $3.02M | 2.79% | +201+2.1% | Added |
| Pecaut & Co. | 9,792 | $3.02M | 1.47% | −13−0.1% | Reduced |
| Thrive Wealth Management, LLC | 9,791 | $3.02M | 0.89% | +1,090+12.5% | Added |
| Indiana Trust & Investment Management CO | 9,800 | $3.02M | 1.45% | −90−0.9% | Reduced |
| H. L. Ormond & Company, LLC | 9,806 | $3.02M | 3.69% | −126−1.3% | Reduced |
| Northstar Group, Inc. | 9,819 | $3.03M | 0.73% | +85+0.9% | Added |
| Rbo & Co LLC | 9,835 | $3.03M | 0.50% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 7,875 | $3.03M | 0.49% | +1,395+21.5% | Added |
| D'Orazio & Associates, Inc. | 9,850 | $3.04M | 0.73% | −247−2.4% | Reduced |
| Relative Value Partners Group, LLC | 9,877 | $3.04M | 0.21% | +2,502+33.9% | Added |
| CKW Financial Group | 9,844 | $3.05M | 0.45% | +1,493+17.9% | Added |
| Omnia Family Wealth, LLC | 9,894 | $3.05M | 2.03% | −577−5.5% | Reduced |
| Callan Capital, LLC | 9,902 | $3.05M | 0.42% | +104+1.1% | Added |
| Lumbard & Kellner, LLC | 9,906 | $3.06M | 1.19% | −83−0.8% | Reduced |
| Manhattan West Asset Management, LLC | 9,923 | $3.06M | 1.65% | +6,810+218.8% | Added |
| Graham Capital Management, L.P. | 9,924 | $3.06M | 0.14% | +7,645+335.5% | Added |
| Prentiss Smith & Co Inc | 9,933 | $3.06M | 1.84% | +17+0.2% | Added |
| Capricorn Fund Managers Ltd | 9,943 | $3.07M | 0.75% | −3,384−25.4% | Reduced |
| Peoples Bank | 9,953 | $3.07M | 1.54% | −18−0.2% | Reduced |
| Wulff, Hansen & Co. | 9,962 | $3.07M | 2.92% | −321−3.1% | Reduced |
| Integrity Financial Corp | 9,971 | $3.07M | 2.53% | −2,264−18.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 9,995 | $3.08M | 2.99% | +59+0.6% | Added |
| Gyroscope Capital Management Group, LLC | 10,002 | $3.08M | 1.06% | −500−4.8% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 10,008 | $3.08M | 1.31% | +67+0.7% | Added |
| Amitell Capital Pte Ltd | 10,010 | $3.09M | 2.24% | −5,706−36.3% | Reduced |
| D. Scott Neal, Inc. | 10,019 | $3.09M | 1.23% | −10.0% | Reduced |
| MA Private Wealth | 10,041 | $3.10M | 0.56% | −32−0.3% | Reduced |
| Alesco Advisors LLC | 10,042 | $3.10M | 0.10% | +400+4.1% | Added |
| Smith Anglin Financial, LLC | 10,062 | $3.10M | 0.72% | −104−1.0% | Reduced |
| TSFG, LLC | 10,064 | $3.10M | 1.12% | +136+1.4% | Added |
| Northeast Financial Group, Inc. | 10,087 | $3.11M | 2.20% | −1,686−14.3% | Reduced |
| East Coast Asset Management, LLC. | 10,087 | $3.11M | 0.74% | −359−3.4% | Reduced |
| New Jersey Better Educational Savings Trust | 10,124 | $3.12M | 7.61% | 00.0% | Unchanged |
| MBA Advisors LLC | 10,136 | $3.13M | 1.94% | +51+0.5% | Added |
| Zeit Capital LLC | 10,150 | $3.13M | 2.62% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 10,152 | $3.13M | 1.25% | −94−0.9% | Reduced |
| Redmond Asset Management, LLC | 10,153 | $3.13M | 0.93% | +228+2.3% | Added |
| Spartan Planning & Wealth Management | 10,215 | $3.15M | 3.94% | +10,215 | New |
| Edgestream Partners, L.P. | 10,230 | $3.15M | 0.25% | −44,350−81.3% | Reduced |
| QP Wealth Management, LLC | 10,236 | $3.16M | 3.53% | −101−1.0% | Reduced |
| Adams Wealth Management | 10,268 | $3.17M | 1.04% | −83−0.8% | Reduced |
| GeoWealth Management, LLC | 10,273 | $3.17M | 0.28% | −154−1.5% | Reduced |
| Guild Investment Management, Inc. | 10,280 | $3.17M | 3.24% | +10+0.1% | Added |
| Second Half Financial Partners, LLC | 13,484 | $3.18M | 2.53% | +13,484 | New |
| Hexagon Capital Partners LLC | 10,315 | $3.18M | 0.84% | +120+1.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 10,340 | $3.19M | 0.23% | +5,176+100.2% | Added |
| Prostatis Group LLC | 10,355 | $3.19M | 2.56% | +55+0.5% | Added |
| Deseret Mutual Benefit Administrators | 10,372 | $3.20M | 0.64% | −1,372−11.7% | Reduced |
| Heron Financial Group, LLC | 10,383 | $3.20M | 1.66% | +1,101+11.9% | Added |
| Capital Performance Advisors LLP | 10,400 | $3.21M | 1.83% | +148+1.4% | Added |
| Tectonic Advisors LLC | 10,420 | $3.21M | 0.55% | −110−1.0% | Reduced |
| Atlas Private Wealth Advisors | 10,426 | $3.21M | 1.43% | −208−2.0% | Reduced |
| Titleist Asset Management, Ltd. | 10,433 | $3.22M | 0.66% | +1,528+17.2% | Added |
| Capital One Financial Corp | 10,465 | $3.23M | 2.28% | −7,445−41.6% | Reduced |
| NFP Retirement, Inc. | 10,469 | $3.23M | 0.76% | +7,897+307.0% | Added |
| Retirement Planning Co of New England, Inc. | 10,487 | $3.23M | 1.83% | +10.0% | Added |
| Bouchey Financial Group Ltd | 10,489 | $3.23M | 0.43% | −514−4.7% | Reduced |
| Argus Investors' Counsel, Inc. | 10,490 | $3.23M | 2.06% | −86−0.8% | Reduced |
| Woodard & Co Asset Management Group Inc | 10,493 | $3.23M | 1.35% | +258+2.5% | Added |
| Mendel Capital Management LLC | 10,515 | $3.24M | 3.07% | +116+1.1% | Added |
| Vienna Asset Management LLC | 10,525 | $3.25M | 4.49% | −13,730−56.6% | Reduced |
| Difesa Capital Management, LP | 10,525 | $3.25M | 2.07% | +1,525+16.9% | Added |
| WealthBridge Capital Management, LLC | 10,530 | $3.25M | 1.21% | +2,679+34.1% | Added |
| Flynn Zito Capital Management, LLC | 10,532 | $3.25M | 2.76% | +38+0.4% | Added |
| Intrinsic Value Partners, LLC | 10,531 | $3.25M | 3.44% | +403+4.0% | Added |
| Harfst & Associates, Inc. | 10,542 | $3.25M | 0.75% | +481+4.8% | Added |
| Garner Asset Management Corp | 10,558 | $3.25M | 1.31% | +353+3.5% | Added |
| Copperleaf Capital, LLC | 10,572 | $3.26M | 2.89% | +350+3.4% | Added |
| Spouting Rock Asset Management, LLC | 10,591 | $3.27M | 2.73% | +172+1.7% | Added |
| Sandy Cove Advisors, LLC | 10,593 | $3.27M | 2.71% | +1,450+15.9% | Added |
| PBMares Wealth Management LLC | 10,616 | $3.27M | 2.02% | +841+8.6% | Added |
| Access Financial Services, Inc. | 10,624 | $3.28M | 1.56% | +1,526+16.8% | Added |
| St. Johns Investment Management Company, LLC | 10,647 | $3.28M | 1.75% | +290+2.8% | Added |
| Gilman Hill Asset Management, LLC | 10,647 | $3.28M | 0.75% | +390+3.8% | Added |
| Palisades Hudson Asset Management, L.P. | 10,663 | $3.29M | 1.54% | −226−2.1% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 10,675 | $3.29M | 0.92% | +10+0.1% | Added |
| Strengthening Families & Communities, LLC | 10,699 | $3.30M | 2.04% | +745+7.5% | Added |
| Concentric Capital Strategies, LP | 10,700 | $3.30M | 1.26% | +10,700 | New |
| Rock Creek Group, LP | 10,710 | $3.30M | 0.45% | +699+7.0% | Added |
| Signature Wealth Management Partners, LLC | 10,733 | $3.31M | 2.82% | +1,171+12.2% | Added |
| Lokken Investment Group LLC | 11,935 | $3.31M | 2.63% | −157−1.3% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 10,761 | $3.32M | 2.71% | +3,508+48.4% | Added |
| Granger Management LLC | 10,781 | $3.32M | 0.88% | −1,663−13.4% | Reduced |
| AGF Investments LLC | 10,807 | $3.33M | 0.28% | −214−1.9% | Reduced |
| American Institute for Advanced Investment Management, LLP | 10,821 | $3.34M | 2.42% | −55−0.5% | Reduced |
| Cahill Financial Advisors Inc | 10,865 | $3.35M | 0.63% | −41−0.4% | Reduced |
| Walker Financial Services, Inc. | 10,880 | $3.35M | 3.08% | +10,880 | New |