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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Channing Global Advisors, LLC | 13,510 | $4.17M | 4.03% | −194−1.4% | Reduced |
| Orion Capital Management LLC | 13,524 | $4.17M | 2.52% | +146+1.1% | Added |
| Glynn Capital Management LLC | 13,536 | $4.17M | 0.56% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 13,543 | $4.17M | 2.94% | −4,452−24.7% | Reduced |
| McAdam, LLC | 13,585 | $4.19M | 0.40% | +1,445+11.9% | Added |
| SAM Advisors, LLC | 13,611 | $4.20M | 1.82% | +295+2.2% | Added |
| Gray Wealth Management Inc. | 13,619 | $4.20M | 2.16% | +29+0.2% | Added |
| Capital Advisors, Ltd. LLC | 13,621 | $4.20M | 0.70% | −1,347−9.0% | Reduced |
| Pflug Koory, LLC | 13,650 | $4.21M | 2.12% | −39−0.3% | Reduced |
| Portolan Capital Management, LLC | 13,656 | $4.21M | 0.34% | −13,684−50.1% | Reduced |
| First National Bank of Hutchinson | 13,653 | $4.21M | 2.45% | −10−0.1% | Reduced |
| Monte Financial Group, LLC | 13,664 | $4.21M | 2.24% | −37−0.3% | Reduced |
| Port Capital LLC | 13,676 | $4.22M | 0.29% | +134+1.0% | Added |
| SC&H Financial Advisors, Inc. | 13,683 | $4.22M | 2.01% | −409−2.9% | Reduced |
| Nikulski Financial, Inc. | 13,686 | $4.22M | 1.78% | +535+4.1% | Added |
| Bond & Devick Financial Network, Inc. | 13,716 | $4.23M | 3.38% | −320−2.3% | Reduced |
| Coastal Bridge Advisors, LLC | 13,732 | $4.23M | 0.97% | −9,766−41.6% | Reduced |
| Chemistry Wealth Management LLC | 13,735 | $4.24M | 1.45% | +6,880+100.4% | Added |
| Austin Private Wealth, LLC | 13,739 | $4.24M | 0.85% | −204−1.5% | Reduced |
| Rational Advisors LLC | 13,797 | $4.25M | 0.25% | −7,161−34.2% | Reduced |
| New England Research & Management, Inc. | 13,821 | $4.26M | 2.21% | +133+1.0% | Added |
| Altman Advisors, Inc. | 13,829 | $4.26M | 2.20% | +145+1.1% | Added |
| Ellsworth Advisors, LLC | 14,912 | $4.27M | 1.51% | +225+1.5% | Added |
| Hudock, Inc. | 13,897 | $4.28M | 1.19% | +112+0.8% | Added |
| First Business Financial Services, Inc. | 13,902 | $4.29M | 0.47% | −212−1.5% | Reduced |
| Butensky & Cohen Financial Security, Inc | 13,917 | $4.29M | 1.51% | +115+0.8% | Added |
| Kozak & Associates, Inc. | 15,039 | $4.29M | 2.75% | 00.0% | Unchanged |
| Ballast Advisors LLC | 13,941 | $4.30M | 1.68% | +1,979+16.5% | Added |
| Demars Financial Group, LLC | 13,973 | $4.31M | 2.17% | +1,244+9.8% | Added |
| Legacy CG, LLC | 13,994 | $4.31M | 2.81% | +139+1.0% | Added |
| Castle Rock Wealth Management, LLC | 15,121 | $4.32M | 1.98% | −2,570−14.5% | Reduced |
| Global Financial Private Client, LLC | 13,951 | $4.32M | 2.09% | +885+6.8% | Added |
| Mountain Pacific Investment Advisers Inc | 14,016 | $4.32M | 0.28% | −110−0.8% | Reduced |
| Ten Capital Wealth Advisors, LLC | 14,035 | $4.33M | 1.81% | +364+2.7% | Added |
| ICW Investment Advisors LLC | 14,037 | $4.33M | 2.49% | −125−0.9% | Reduced |
| Capstone Triton Financial Group, LLC | 15,282 | $4.33M | 3.02% | +15,282 | New |
| St. Clair Advisors, LLC | 14,046 | $4.33M | 2.94% | −663−4.5% | Reduced |
| American State Bank (Iowa) | 14,053 | $4.33M | 3.00% | +307+2.2% | Added |
| Rockbridge Investment Management, LCC | 14,023 | $4.34M | 0.67% | +75+0.5% | Added |
| West Paces Advisors Inc. | 14,112 | $4.35M | 1.36% | +1,406+11.1% | Added |
| Lenox Wealth Advisors, LLC | 14,660 | $4.35M | 0.55% | +2,050+16.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 15,440 | $4.36M | 2.81% | −397−2.5% | Reduced |
| Corsicana & Co. | 14,127 | $4.36M | 2.82% | +145+1.0% | Added |
| West Oak Capital, LLC | 14,135 | $4.36M | 1.97% | −331−2.3% | Reduced |
| Crawford Lake Capital Management, LLC | 14,146 | $4.36M | 5.96% | +14,146 | New |
| Vista Wealth Management Group, LLC | 14,158 | $4.37M | 0.64% | +2,809+24.8% | Added |
| Argent Advisors, Inc. | 14,165 | $4.37M | 2.34% | +303+2.2% | Added |
| Norway Savings Bank | 14,184 | $4.37M | 1.97% | +42+0.3% | Added |
| Domani Wealth, LLC | 14,193 | $4.38M | 0.95% | −1,082−7.1% | Reduced |
| Essex LLC | 14,230 | $4.39M | 1.19% | +9,396+194.4% | Added |
| Financial Management Network Inc | 13,982 | $4.40M | 2.24% | +532+4.0% | Added |
| Summit Asset Management, LLC | 14,294 | $4.41M | 1.26% | +186+1.3% | Added |
| Bennicas & Associates, Inc. | 14,300 | $4.41M | 2.21% | −100−0.7% | Reduced |
| Dempze Nancy E | 14,339 | $4.42M | 3.23% | −201−1.4% | Reduced |
| Garrison Bradford & Associates Inc | 14,342 | $4.42M | 4.30% | −300−2.0% | Reduced |
| DGS Capital Management, LLC | 14,342 | $4.42M | 2.71% | +2,383+19.9% | Added |
| Independence Bank of Kentucky | 14,354 | $4.42M | 1.75% | +1,693+13.4% | Added |
| D.B. Root & Company, LLC | 14,390 | $4.44M | 1.65% | +35+0.2% | Added |
| Long Run Wealth Advisors, LLC | 14,414 | $4.44M | 1.55% | −132−0.9% | Reduced |
| Community Capital Management, Inc. | – | $4.44M | 5.27% | – | – |
| Curated Wealth Partners LLC | 13,212 | $4.44M | 1.51% | 00.0% | Unchanged |
| Weaver Consulting Group | 14,444 | $4.45M | 2.16% | +348+2.5% | Added |
| Wealth Architects, LLC | 14,486 | $4.47M | 0.76% | +1,727+13.5% | Added |
| David Loasby | 15,064 | $4.47M | 0.58% | +880+6.2% | Added |
| Saxon Interests, Inc. | 14,510 | $4.47M | 2.38% | +1,971+15.7% | Added |
| Affiance Financial, LLC | 14,514 | $4.47M | 2.18% | −9,005−38.3% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 14,517 | $4.48M | 1.28% | +4,623+46.7% | Added |
| Gries Financial LLC | 14,549 | $4.49M | 1.65% | −984−6.3% | Reduced |
| Shilanski & Associates, Inc. | 14,551 | $4.49M | 1.89% | −273−1.8% | Reduced |
| Secure Asset Management, LLC | 14,571 | $4.49M | 2.03% | −2,345−13.9% | Reduced |
| Addison Capital Co | 14,588 | $4.50M | 2.14% | −388−2.6% | Reduced |
| LWM Advisory Services, LLC | 14,616 | $4.51M | 5.60% | +863+6.3% | Added |
| W Advisors, LLC | 14,640 | $4.51M | 3.41% | +153+1.1% | Added |
| Acorn Wealth Advisors, LLC | 14,677 | $4.53M | 3.11% | −61−0.4% | Reduced |
| Stanley Capital Management, LLC | 14,695 | $4.53M | 1.32% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 14,698 | $4.53M | 1.42% | +868+6.3% | Added |
| Roof Eidam & Maycock | 14,712 | $4.54M | 1.47% | −397−2.6% | Reduced |
| Aberdeen Wealth Management LLC | 14,711 | $4.54M | 3.09% | +10.0% | Added |
| Addison Advisors LLC | 14,716 | $4.54M | 2.48% | +580+4.1% | Added |
| Agur Provident & Training Funds Management Ltd | 14,728 | $4.54M | 45.06% | +14,728 | New |
| Sanders Morris Harris LLC | 14,741 | $4.54M | 0.89% | +600+4.2% | Added |
| Acropolis Investment Management, LLC | 14,743 | $4.54M | 0.41% | −153−1.0% | Reduced |
| Menard Financial Group LLC | 14,758 | $4.55M | 4.48% | +78+0.5% | Added |
| Advisory Alpha, LLC | 14,764 | $4.55M | 0.29% | +1,000+7.3% | Added |
| Peddock Capital Advisors, LLC | 14,776 | $4.56M | 1.48% | +2,412+19.5% | Added |
| Shoker Investment Counsel, Inc. | 14,791 | $4.56M | 2.26% | +456+3.2% | Added |
| Wealthquest Corp | 13,563 | $4.56M | 0.70% | 00.0% | Unchanged |
| WT Wealth Management | 14,821 | $4.57M | 1.75% | +145+1.0% | Added |
| Red Spruce Capital, LLC | 14,892 | $4.59M | 2.60% | −877−5.6% | Reduced |
| Veracity Capital LLC | 14,910 | $4.60M | 1.91% | +410+2.8% | Added |
| Full Sail Capital, LLC | 14,909 | $4.60M | 0.38% | −578−3.7% | Reduced |
| Game Plan Financial Advisors, LLC | 14,922 | $4.60M | 2.75% | +1,334+9.8% | Added |
| Aull & Monroe Investment Management Corp | 14,926 | $4.60M | 2.07% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 14,956 | $4.61M | 1.81% | +1,401+10.3% | Added |
| Oak Harbor Wealth Partners, LLC | 14,965 | $4.61M | 1.51% | +4,167+38.6% | Added |
| South Shore Capital Advisors | 14,973 | $4.62M | 7.52% | +1,112+8.0% | Added |
| Odey Asset Management Group Ltd | 15,000 | $4.63M | 1.40% | −16,150−51.8% | Reduced |
| GSB Wealth Management, LLC | 15,034 | $4.63M | 1.35% | −671−4.3% | Reduced |
| Harvey Investment Co LLC | 15,038 | $4.64M | 0.57% | −705−4.5% | Reduced |
| Alan B. Lancz & Associates, Inc. | 15,045 | $4.64M | 4.10% | +250+1.7% | Added |