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 |
|---|---|---|---|---|---|
| NTB Financial Corp | 12,409 | $3.83M | 2.73% | −72−0.6% | Reduced |
| Dillon & Associates Inc | 12,431 | $3.83M | 0.73% | +238+2.0% | Added |
| Virginia Wealth Management Group, Inc. | 12,676 | $3.83M | 3.43% | +37+0.3% | Added |
| LifeSteps Financial, Inc. | 12,467 | $3.84M | 2.84% | −707−5.4% | Reduced |
| Brendel Financial Advisors LLC | 12,467 | $3.84M | 2.09% | −415−3.2% | Reduced |
| Howard Financial Services, Ltd. | 12,471 | $3.85M | 1.14% | +1,724+16.0% | Added |
| Sage Mountain Advisors LLC | 12,482 | $3.85M | 0.60% | −7,844−38.6% | Reduced |
| West Michigan Advisors, LLC | 12,480 | $3.85M | 2.76% | +937+8.1% | Added |
| First Heartland Consultants, Inc. | 12,493 | $3.85M | 0.60% | +182+1.5% | Added |
| Gitterman Wealth Management, LLC | 12,490 | $3.85M | 3.10% | +783+6.7% | Added |
| Palumbo Wealth Management LLC | 12,496 | $3.85M | 2.48% | +120+1.0% | Added |
| Prospect Capital Advisors, LLC | 12,500 | $3.85M | 1.79% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 12,500 | $3.85M | 2.76% | +100+0.8% | Added |
| Financial Avengers, Inc. | 12,512 | $3.86M | 2.41% | +66+0.5% | Added |
| Todd Asset Management LLC | 12,519 | $3.86M | 0.08% | −57−0.5% | Reduced |
| First National Bank | 12,535 | $3.86M | 3.54% | −503−3.9% | Reduced |
| NewSquare Capital LLC | 12,545 | $3.87M | 0.41% | +11,150+799.3% | Added |
| Ameliora Wealth Management Ltd. | 13,653 | $3.87M | 2.55% | +10,632+351.9% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,570 | $3.88M | 1.31% | +196+1.6% | Added |
| Archer Investment Corp | 12,911 | $3.88M | 1.37% | −68−0.5% | Reduced |
| Claybrook Capital, LLC | 12,580 | $3.88M | 1.92% | +1,075+9.3% | Added |
| Virtu Financial LLC | 12,588 | $3.88M | 0.29% | +1,722+15.8% | Added |
| Intercontinental Wealth Advisors, LLC | 12,611 | $3.89M | 0.88% | +399+3.3% | Added |
| Proffitt & Goodson Inc | 12,644 | $3.90M | 0.71% | +220+1.8% | Added |
| Montz Harcus Wealth Management LLC | 12,648 | $3.90M | 3.50% | +187+1.5% | Added |
| MU Investments Co., Ltd. | 12,430 | $3.90M | 4.26% | 00.0% | Unchanged |
| City State Bank | 12,674 | $3.91M | 2.36% | +84+0.7% | Added |
| Miller Investment Management, LP | 12,694 | $3.91M | 0.62% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 12,699 | $3.92M | 2.57% | −427−3.3% | Reduced |
| WealthTrust Asset Management, LLC | 12,701 | $3.92M | 2.79% | +11+0.1% | Added |
| Stiles Financial Services Inc | 12,712 | $3.92M | 1.96% | +731+6.1% | Added |
| Renasant Bank | 12,708 | $3.92M | 2.64% | +1,553+13.9% | Added |
| Ifrah Financial Services, Inc. | 12,710 | $3.92M | 1.10% | +35+0.3% | Added |
| Altus Wealth Group LLC | 12,712 | $3.92M | 3.21% | +152+1.2% | Added |
| KC Investment Advisors, LLC | 12,745 | $3.93M | 2.72% | +1,159+10.0% | Added |
| Wealthspan Partners, LLC | 12,756 | $3.93M | 3.57% | +30.0% | Added |
| Ironwood Financial, llc | 12,765 | $3.94M | 1.11% | −21−0.2% | Reduced |
| Phocas Financial Corp. | 12,775 | $3.94M | 0.50% | +51+0.4% | Added |
| Investors Research Corp | 12,798 | $3.95M | 1.11% | −25−0.2% | Reduced |
| TFC Financial Management | 12,806 | $3.95M | 1.13% | +56+0.4% | Added |
| Allen Capital Group, LLC | 12,811 | $3.95M | 0.76% | −48,082−79.0% | Reduced |
| Settian Capital LP | 12,850 | $3.96M | 3.82% | 00.0% | Unchanged |
| Centric Wealth Management | 12,862 | $3.96M | 1.25% | +1,061+9.0% | Added |
| Sierra Capital LLC | 12,862 | $3.97M | 0.63% | −440−3.3% | Reduced |
| Regency Capital Management Inc. | 12,866 | $3.97M | 2.88% | −6,855−34.8% | Reduced |
| Cim, LLC | 13,922 | $3.97M | 0.74% | +1,083+8.4% | Added |
| Modus Advisors, LLC | 12,883 | $3.97M | 1.74% | +108+0.8% | Added |
| Sterling Investment Counsel, LLC | 12,921 | $3.98M | 2.68% | +3,229+33.3% | Added |
| Helios Capital Management Pte. Ltd | 12,925 | $3.98M | 8.42% | 00.0% | Unchanged |
| First Pacific Financial | 12,932 | $3.99M | 2.05% | +62+0.5% | Added |
| Naviter Wealth, LLC | 12,940 | $3.99M | 1.33% | +398+3.2% | Added |
| Vantage Financial Partners Ltd., Inc. | 12,986 | $4.00M | 2.08% | +750+6.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 12,986 | $4.00M | 2.40% | −1,455−10.1% | Reduced |
| Walkner Condon Financial Advisors LLC | 12,989 | $4.01M | 1.14% | +1,456+12.6% | Added |
| Disciplined Investments, LLC | 13,009 | $4.01M | 1.67% | −583−4.3% | Reduced |
| REDW Wealth LLC | 13,016 | $4.01M | 1.19% | −253−1.9% | Reduced |
| Silver Lake Advisory, LLC | 13,016 | $4.01M | 1.91% | +19+0.1% | Added |
| Clean Yield Group | 13,034 | $4.02M | 1.44% | −634−4.6% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 13,043 | $4.02M | 3.95% | −10,400−44.4% | Reduced |
| CoreFirst Bank & Trust | 13,052 | $4.02M | 2.75% | −183−1.4% | Reduced |
| First International Bank & Trust | 13,094 | $4.04M | 1.37% | +50.0% | Added |
| Shaker Investments LLC | 13,140 | $4.05M | 2.06% | +10,437+386.1% | Added |
| Schulhoff & Co Inc | 13,168 | $4.06M | 1.71% | −159−1.2% | Reduced |
| ASB Consultores, LLC | 13,170 | $4.06M | 1.71% | +2,651+25.2% | Added |
| Hazlett, Burt & Watson, Inc. | 13,163 | $4.06M | 3.22% | +13,163 | New |
| Ashford Capital Management Inc | 13,178 | $4.06M | 0.44% | −2,342−15.1% | Reduced |
| Prudent Man Advisors, LLC | 13,180 | $4.06M | 1.65% | −458−3.4% | Reduced |
| Cribstone Capital Management, LLC | 13,188 | $4.07M | 2.22% | −998−7.0% | Reduced |
| Broad Peak Investment Holdings Ltd. | 13,200 | $4.07M | 1.94% | −10,700−44.8% | Reduced |
| Geller Advisors LLC | 13,203 | $4.07M | 0.76% | −566−4.1% | Reduced |
| Bay Rivers Group | 13,218 | $4.08M | 2.93% | +559+4.4% | Added |
| Richmond Brothers, Inc. | 13,215 | $4.08M | 3.14% | −238−1.8% | Reduced |
| Bigelow Investment Advisors, LLC | 13,249 | $4.08M | 1.91% | −24−0.2% | Reduced |
| High Net Worth Advisory Group LLC | 13,267 | $4.09M | 1.49% | +87+0.7% | Added |
| A. D. Beadell Investment Counsel, Inc. | 13,270 | $4.09M | 2.71% | −692−5.0% | Reduced |
| tru Independence LLC | 13,278 | $4.09M | 1.11% | +215+1.6% | Added |
| Berkeley Capital Partners, LLC | 13,287 | $4.10M | 1.63% | −62−0.5% | Reduced |
| Barr E S & Co | 13,293 | $4.10M | 0.28% | +777+6.2% | Added |
| UMA Financial Services, Inc. | 14,134 | $4.10M | 1.09% | +107+0.8% | Added |
| LBMC Investment Advisors, LLC | 13,294 | $4.10M | 0.36% | +228+1.7% | Added |
| Prentice Wealth Management LLC | 13,308 | $4.10M | 1.97% | +291+2.2% | Added |
| Beacon Financial Advisory LLC | 13,311 | $4.10M | 1.96% | +366+2.8% | Added |
| E&G Advisors, LP | 13,318 | $4.11M | 1.12% | +256+2.0% | Added |
| Private Capital Management LLC | 13,340 | $4.11M | 1.31% | +2,217+19.9% | Added |
| Scissortail Wealth Management, LLC | 14,223 | $4.13M | 2.03% | −839−5.6% | Reduced |
| JFS Wealth Advisors, LLC | 13,386 | $4.13M | 0.39% | −58−0.4% | Reduced |
| Royal Harbor Partners, LLC | 13,386 | $4.13M | 2.64% | +117+0.9% | Added |
| Graybill Bartz & Assoc Ltd | 13,403 | $4.13M | 2.02% | +13,403 | New |
| HITE Hedge Asset Management LLC | 13,412 | $4.13M | 0.40% | +3,300+32.6% | Added |
| Great Point Wealth Advisors, LLC | 13,419 | $4.14M | 1.29% | +3,456+34.7% | Added |
| McLean Asset Management Corp | 13,429 | $4.14M | 3.07% | +249+1.9% | Added |
| Eagle Bay Advisors LLC | 13,432 | $4.14M | 3.39% | +1,537+12.9% | Added |
| Jeppson Wealth Management, LLC | 13,447 | $4.14M | 1.93% | +659+5.2% | Added |
| Paragon Advisors, LLC | 13,445 | $4.14M | 1.74% | +5,445+68.1% | Added |
| Monterey Private Wealth, Inc. | 13,215 | $4.15M | 2.00% | +2,008+17.9% | Added |
| Eudaimonia Advisors LLC | 13,458 | $4.15M | 2.39% | −1,769−11.6% | Reduced |
| High Note Wealth, LLC | 13,476 | $4.15M | 1.47% | +4,945+58.0% | Added |
| Invst, LLC | 15,707 | $4.16M | 0.68% | +240+1.6% | Added |
| Viewpoint Capital Management LLC | 13,495 | $4.16M | 3.21% | +66+0.5% | Added |
| Unison Asset Management LLC | 13,499 | $4.16M | 3.57% | 00.0% | Unchanged |