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 |
|---|---|---|---|---|---|
| Blue Square Asset Management, LLC | 10,886 | $3.36M | 2.80% | −1,677−13.3% | Reduced |
| Redwood Investment Management, LLC | 10,913 | $3.37M | 0.50% | −14,829−57.6% | Reduced |
| Consilium Wealth Advisory, LLC | 10,921 | $3.37M | 2.41% | −527−4.6% | Reduced |
| Sloy Dahl & Holst, LLC | 10,949 | $3.38M | 0.56% | −54−0.5% | Reduced |
| 626 Financial, LLC | 10,993 | $3.39M | 2.17% | +113+1.0% | Added |
| Fluent Financial, LLC | 11,018 | $3.39M | 1.39% | +346+3.2% | Added |
| Prosperity Consulting Group, LLC | 11,013 | $3.40M | 2.52% | +895+8.8% | Added |
| Colonial River Wealth Management, LLC | 11,125 | $3.43M | 1.98% | −1,507−11.9% | Reduced |
| Milestones Administradora de Recursos Ltda. | 11,140 | $3.43M | 3.04% | +11,140 | New |
| Corundum Group, Inc. | 11,142 | $3.44M | 3.19% | +2,774+33.2% | Added |
| O'Rourke & Company, Inc | 11,160 | $3.44M | 2.37% | +402+3.7% | Added |
| Tributary Capital Management, LLC | 11,171 | $3.44M | 0.27% | −804−6.7% | Reduced |
| Samalin Investment Counsel, LLC | 11,211 | $3.46M | 2.10% | +1,022+10.0% | Added |
| Certified Advisory Corp | 11,223 | $3.46M | 0.74% | −139−1.2% | Reduced |
| Fortem Financial Group, LLC | 11,243 | $3.47M | 1.52% | −385−3.3% | Reduced |
| MJP Associates Inc | 11,255 | $3.47M | 0.88% | +282+2.6% | Added |
| Cypress Wealth Services, LLC | 11,306 | $3.49M | 0.95% | −82−0.7% | Reduced |
| Five Oceans Advisors | 11,322 | $3.49M | 3.11% | +57+0.5% | Added |
| Spinnaker Investment Group, LLC | 11,073 | $3.49M | 1.14% | +98+0.9% | Added |
| Ergoteles LLC | 11,330 | $3.49M | 0.13% | +11,330 | New |
| Vickerman Investment Advisors, Inc. | 12,726 | $3.50M | 1.55% | +1,749+15.9% | Added |
| Commons Capital, LLC | 11,341 | $3.50M | 3.78% | +566+5.3% | Added |
| Hubbell Strickland Wealth Management, LLC | 11,350 | $3.50M | 2.08% | −1,453−11.3% | Reduced |
| Bullseye Investment Management, LLC | 11,384 | $3.51M | 2.98% | +2,813+32.8% | Added |
| 1776 Wealth LLC | 11,391 | $3.51M | 2.03% | +1,783+18.6% | Added |
| Verity Asset Management, Inc. | 11,368 | $3.51M | 2.23% | +2,023+21.6% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 11,406 | $3.52M | 1.34% | −131−1.1% | Reduced |
| Seelaus Asset Management LLC | 11,420 | $3.52M | 2.09% | −32−0.3% | Reduced |
| Emerald Advisors, LLC | 11,437 | $3.53M | 0.83% | −122−1.1% | Reduced |
| IAM Advisory, LLC | 11,443 | $3.53M | 1.43% | +30+0.3% | Added |
| Terra Nova Asset Management LLC | 11,456 | $3.53M | 3.28% | −5,500−32.4% | Reduced |
| Ahrens Investment Partners LLC | 11,466 | $3.54M | 1.12% | +296+2.6% | Added |
| TKG Advisors, LLC | 11,467 | $3.54M | 2.83% | +429+3.9% | Added |
| Keene & Associates, Inc. | 11,491 | $3.54M | 2.89% | +204+1.8% | Added |
| Garrett Investment Advisors LLC | 11,499 | $3.54M | 0.88% | +1,469+14.6% | Added |
| Accretive Wealth Partners, LLC | 11,505 | $3.55M | 2.23% | +1,993+21.0% | Added |
| Meadow Creek Wealth Advisors LLC | 11,535 | $3.56M | 3.86% | −2,957−20.4% | Reduced |
| G&S Capital LLC | 11,553 | $3.56M | 1.90% | −190−1.6% | Reduced |
| Well Done, LLC | 11,588 | $3.57M | 0.71% | −1,221−9.5% | Reduced |
| Cascade Investment Advisors, Inc. | 11,619 | $3.58M | 2.18% | +71+0.6% | Added |
| Ballast, Inc. | 11,626 | $3.58M | 1.38% | +1,475+14.5% | Added |
| KLK Capital Management LLC | 11,636 | $3.59M | 3.63% | −13−0.1% | Reduced |
| Riverview Capital Advisers, LLC | 11,658 | $3.59M | 1.66% | +202+1.8% | Added |
| Day & Ennis, LLC | 11,662 | $3.60M | 1.19% | −256−2.1% | Reduced |
| DSC Advisors, L.P. | 11,665 | $3.60M | 2.88% | +5,750+97.2% | Added |
| Beirne Wealth Consulting Services, LLC | 11,687 | $3.60M | 2.01% | −195−1.6% | Reduced |
| Privium Fund Management (UK) Ltd | 11,489 | $3.61M | 2.38% | +11,489 | New |
| Truvestments Capital LLC | 11,731 | $3.62M | 1.98% | +223+1.9% | Added |
| Smith Shellnut Wilson LLC | 11,751 | $3.62M | 1.90% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 11,755 | $3.62M | 3.02% | −39−0.3% | Reduced |
| Masso Torrence Wealth Management Inc. | 11,772 | $3.63M | 2.91% | +172+1.5% | Added |
| Cardinal Strategic Wealth Guidance | 11,738 | $3.63M | 1.67% | −201−1.7% | Reduced |
| Shorepoint Capital Partners LLC | 11,779 | $3.63M | 1.52% | +1,993+20.4% | Added |
| Lee Johnson Capital Management, LLC | 11,788 | $3.63M | 3.24% | +1,480+14.4% | Added |
| KWB Wealth | 10,818 | $3.64M | 0.61% | 00.0% | Unchanged |
| Covenant Partners, LLC | 11,806 | $3.64M | 1.45% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 11,815 | $3.64M | 1.54% | +645+5.8% | Added |
| Caliber Wealth Management, LLC | 11,862 | $3.66M | 2.33% | +875+8.0% | Added |
| Bell Rock Capital LLC | 12,974 | $3.66M | 3.42% | +1,784+15.9% | Added |
| Cacti Asset Management LLC | 11,755 | $3.66M | 0.29% | 00.0% | Unchanged |
| Silphium Asset Management Ltd | 11,883 | $3.66M | 4.36% | +10,400+701.3% | Added |
| Simon Quick Advisors, LLC | 11,887 | $3.67M | 1.04% | +90+0.8% | Added |
| Mountain Capital Investment Advisors, Inc | 12,866 | $3.67M | 1.73% | +511+4.1% | Added |
| Capital Financial Planning, LLC | 11,941 | $3.68M | 1.30% | +1,120+10.4% | Added |
| Ti-Trust, Inc | 11,947 | $3.68M | 3.35% | −1,058−8.1% | Reduced |
| WealthBridge Investment Counsel Inc. | 11,948 | $3.68M | 1.63% | +1,239+11.6% | Added |
| Game Creek Capital, LP | 11,960 | $3.69M | 1.92% | −990−7.6% | Reduced |
| Gables Capital Management Inc. | 11,962 | $3.69M | 2.31% | +235+2.0% | Added |
| Twinbeech Capital LP | 11,970 | $3.69M | 0.16% | −5,850−32.8% | Reduced |
| Verdad Advisers, LP | 12,000 | $3.70M | 3.03% | +1,500+14.3% | Added |
| Watershed Asset Management, L.L.C. | 12,000 | $3.70M | 3.75% | +1,750+17.1% | Added |
| Paragon Private Wealth Management, LLC | 13,796 | $3.71M | 3.62% | +360+2.7% | Added |
| Missouri Trust & Investment Co | 12,030 | $3.71M | 2.17% | +170+1.4% | Added |
| Sandhill Capital Partners LLC | 12,030 | $3.71M | 0.32% | +1,073+9.8% | Added |
| 17 Capital Partners, LLC | 12,035 | $3.71M | 3.87% | +7+0.1% | Added |
| Bruderman Asset Management, LLC | 12,039 | $3.71M | 5.60% | −5,022−29.4% | Reduced |
| Laraway Financial Inc | 12,060 | $3.72M | 3.39% | +250+2.1% | Added |
| Israel Discount Bank of New York | 12,075 | $3.72M | 2.44% | +43+0.4% | Added |
| Acorn Financial Advisory Services Inc | 12,088 | $3.73M | 0.75% | −56−0.5% | Reduced |
| CenterBook Partners LP | 12,128 | $3.74M | 1.33% | +8,299+216.7% | Added |
| Arbor Investment Advisors, LLC | 12,142 | $3.74M | 0.71% | +1,357+12.6% | Added |
| Front Street Capital Management, Inc. | 12,145 | $3.74M | 0.70% | −81−0.7% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 12,156 | $3.75M | 0.88% | +940+8.4% | Added |
| Frank, Rimerman Advisors LLC | 12,169 | $3.75M | 1.20% | +2,752+29.2% | Added |
| ELCO Management Co., LLC | 12,206 | $3.76M | 2.56% | −24−0.2% | Reduced |
| BTG Pactual Global Asset Management Ltd | 12,208 | $3.76M | 3.70% | −1,309−9.7% | Reduced |
| Strategic Capital Advisers, Inc. | 12,220 | $3.77M | 2.87% | −174−1.4% | Reduced |
| Ocean Capital Management, LLC | 12,066 | $3.77M | 1.53% | +500+4.3% | Added |
| DAGCO, Inc. | 13,319 | $3.77M | 1.71% | +258+2.0% | Added |
| Burt Wealth Advisors | 12,229 | $3.77M | 1.13% | +253+2.1% | Added |
| St. James Investment Advisors, LLC | 12,272 | $3.78M | 3.03% | +1,891+18.2% | Added |
| Stony Point Wealth Management Inc. | 12,294 | $3.79M | 2.00% | +641+5.5% | Added |
| EHP Funds Inc. | 12,310 | $3.79M | 0.63% | +12,310 | New |
| Gemmer Asset Management LLC | 12,327 | $3.80M | 0.47% | −95−0.8% | Reduced |
| HMS Capital Management, LLC | 12,327 | $3.80M | 1.74% | −755−5.8% | Reduced |
| First Farmers & Merchants Bank / Trust | 12,349 | $3.81M | 4.06% | −656−5.0% | Reduced |
| Quad-Cities Investment Group, LLC | 12,353 | $3.81M | 2.44% | +126+1.0% | Added |
| Sustainable Insight Capital Management, LLC | 12,353 | $3.81M | 2.71% | +366+3.1% | Added |
| Aveo Capital Partners, LLC | 12,392 | $3.82M | 0.67% | +179+1.5% | Added |
| Collective Family Office LLC | 12,397 | $3.82M | 1.46% | −1,959−13.6% | Reduced |