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 |
|---|---|---|---|---|---|
| JSF Financial, LLC | 15,069 | $4.65M | 1.98% | +639+4.4% | Added |
| Capital Market Strategies LLC | 15,077 | $4.65M | 4.02% | +226+1.5% | Added |
| Athena Investment Management | 15,085 | $4.65M | 3.61% | +15,085 | New |
| Lattice Capital Management, LLC | 16,630 | $4.65M | 6.75% | +36+0.2% | Added |
| WNY Asset Management, LLC | 15,115 | $4.66M | 1.44% | +403+2.7% | Added |
| Claraphi Advisory Network, LLC | 15,136 | $4.67M | 1.35% | +608+4.2% | Added |
| Orser Capital Management, LLC | 15,156 | $4.67M | 2.93% | −605−3.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 15,161 | $4.67M | 2.97% | +101+0.7% | Added |
| Mizuho Securities Co. Ltd. | 15,170 | $4.68M | 1.02% | +12,202+411.1% | Added |
| Sage Rhino Capital LLC | 15,176 | $4.68M | 1.42% | −89−0.6% | Reduced |
| Magnolia Capital Advisors LLC | 15,213 | $4.69M | 1.84% | −965−6.0% | Reduced |
| Taylor Hoffman Wealth Management | 15,219 | $4.69M | 1.88% | −1,142−7.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 15,219 | $4.69M | 1.64% | −323−2.1% | Reduced |
| Powers Advisory Group, LLC | 15,228 | $4.70M | 3.27% | +95+0.6% | Added |
| Algert Global LLC | 15,242 | $4.70M | 0.31% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 16,005 | $4.70M | 0.96% | +16,005 | New |
| Robbins Farley LLC | 15,261 | $4.71M | 3.54% | −645−4.1% | Reduced |
| Clay Northam Wealth Management, LLC | 15,264 | $4.71M | 4.76% | −45−0.3% | Reduced |
| Hirtle Callaghan & Co LLC | 15,282 | $4.71M | 0.23% | +10,316+207.7% | Added |
| Trustco Bank Corp N Y | 15,287 | $4.71M | 4.67% | −484−3.1% | Reduced |
| Foster Group, Inc. | 15,290 | $4.71M | 0.39% | +55+0.4% | Added |
| InTrack Investment Management Inc | 15,300 | $4.72M | 3.83% | −873−5.4% | Reduced |
| Kowal Investment Group, LLC | 15,302 | $4.72M | 1.44% | +1,313+9.4% | Added |
| Autumn Glory Partners, LLC | 15,322 | $4.72M | 2.74% | −11,586−43.1% | Reduced |
| Eagle Strategies LLC | 15,333 | $4.73M | 1.85% | +131+0.9% | Added |
| Hemington Wealth Management | 15,346 | $4.73M | 1.59% | +2,490+19.4% | Added |
| TCG Advisory Services, LLC | 15,371 | $4.74M | 1.30% | −2,906−15.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,387 | $4.74M | 2.55% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 15,387 | $4.74M | 2.98% | +1,003+7.0% | Added |
| Vigilare Wealth Management | 15,398 | $4.75M | 3.90% | −540−3.4% | Reduced |
| Cornercap Investment Counsel Inc | 15,426 | $4.76M | 0.53% | +7,299+89.8% | Added |
| LexAurum Advisors, LLC | 15,431 | $4.76M | 1.55% | +1,201+8.4% | Added |
| Lavaca Capital LLC | 15,431 | $4.76M | 2.04% | +7,202+87.5% | Added |
| Ignite Planners, LLC | 17,381 | $4.76M | 3.19% | +782+4.7% | Added |
| Perkins Capital Management Inc | 15,493 | $4.78M | 3.92% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 15,500 | $4.78M | 1.20% | −14,500−48.3% | Reduced |
| Bridgecreek Investment Management, LLC | 15,513 | $4.78M | 0.71% | +1,200+8.4% | Added |
| Grant/GrossMendelsohn, LLC | 16,795 | $4.79M | 2.40% | +8,879+112.2% | Added |
| Total Clarity Wealth Management, Inc. | 15,550 | $4.79M | 2.63% | +313+2.1% | Added |
| Warren Averett Asset Management, LLC | 15,554 | $4.80M | 0.41% | −284−1.8% | Reduced |
| Eidelman Virant Capital | 15,556 | $4.80M | 2.59% | +4,576+41.7% | Added |
| Crystal Rock Capital Management | 15,570 | $4.80M | 3.18% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 15,683 | $4.81M | 1.74% | +340+2.2% | Added |
| Apriem Advisors | 15,657 | $4.83M | 0.71% | +776+5.2% | Added |
| Capstone Financial Advisors, Inc. | 15,664 | $4.83M | 0.35% | −30.0% | Reduced |
| Herbst Group, LLC | 15,692 | $4.84M | 3.21% | +100+0.6% | Added |
| Relyea Zuckerberg Hanson LLC | 16,830 | $4.84M | 1.59% | +2,593+18.2% | Added |
| Global Trust Asset Management, LLC | 15,709 | $4.84M | 2.01% | −1,217−7.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 15,709 | $4.84M | 3.95% | +5,374+52.0% | Added |
| Harbor Advisory Corp | 15,714 | $4.84M | 1.94% | +5,036+47.2% | Added |
| Southeast Asset Advisors Inc. | 15,819 | $4.88M | 0.65% | +513+3.4% | Added |
| GDS Wealth Management | 17,404 | $4.88M | 1.07% | +970+5.9% | Added |
| Wedgewood Investors Inc | 15,835 | $4.88M | 5.90% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 15,839 | $4.88M | 1.12% | +245+1.6% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 15,970 | $4.89M | 3.76% | +4,840+43.5% | Added |
| Courage Capital Management LLC | 15,861 | $4.89M | 4.67% | +8,850+126.2% | Added |
| Home Federal Bank of Tennessee | 15,879 | $4.89M | 1.68% | +60+0.4% | Added |
| Sittner & Nelson, LLC | 15,890 | $4.90M | 2.84% | +57+0.4% | Added |
| Wealth Advisory Solutions, LLC | 15,913 | $4.91M | 1.02% | +15,913 | New |
| Alta Wealth Advisors LLC | 15,921 | $4.91M | 2.91% | −138−0.9% | Reduced |
| Connecticut Wealth Management, LLC | 15,930 | $4.91M | 0.38% | −735−4.4% | Reduced |
| Cadian Capital Management, LP | 15,928 | $4.91M | 0.25% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 15,945 | $4.92M | 0.27% | −183−1.1% | Reduced |
| Summit Place Financial Advisors, LLC | 15,955 | $4.92M | 3.30% | −975−5.8% | Reduced |
| SRN Advisors, LLC | 15,962 | $4.92M | 2.17% | −2,329−12.7% | Reduced |
| Financial Consulate, Inc | 16,003 | $4.93M | 1.89% | −157−1.0% | Reduced |
| Fusion Capital, LLC | 16,013 | $4.94M | 2.59% | +1,333+9.1% | Added |
| West Bancorporation Inc | 16,014 | $4.94M | 3.06% | +10,260+178.3% | Added |
| Investors Asset Management of Georgia Inc | 16,016 | $4.94M | 2.49% | +10+0.1% | Added |
| Financial Advisory Partners, LLC | 16,056 | $4.95M | 1.83% | +131+0.8% | Added |
| Pinnacle Private Wealth, LLC | 16,083 | $4.96M | 1.55% | +1,042+6.9% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 16,100 | $4.96M | 3.14% | +3,100+23.8% | Added |
| Arabesque Asset Management Ltd | 16,108 | $4.97M | 1.72% | +1,789+12.5% | Added |
| CORDA Investment Management, LLC. | 16,117 | $4.97M | 0.38% | +60+0.4% | Added |
| Thomas White International Ltd | 16,132 | $4.97M | 0.83% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 16,138 | $4.98M | 2.89% | −341−2.1% | Reduced |
| Everhart Financial Group, Inc. | 16,142 | $4.98M | 2.88% | +3,968+32.6% | Added |
| Patron Partners Advisors, LLC | 16,144 | $4.98M | 3.40% | −52−0.3% | Reduced |
| Lifeworks Advisors, LLC | 16,155 | $4.98M | 3.29% | +633+4.1% | Added |
| David R. Rahn & Associates Inc. | 17,986 | $4.99M | 1.92% | −50−0.3% | Reduced |
| Benchmark Investment Advisors LLC | 16,187 | $4.99M | 3.75% | +1,571+10.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 16,191 | $4.99M | 3.18% | −113−0.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 16,200 | $5.00M | 1.86% | −2,962−15.5% | Reduced |
| Delphi Financial Group, Inc. | 16,200 | $5.00M | 1.75% | 00.0% | Unchanged |
| MBL Wealth, LLC | 16,261 | $5.01M | 1.22% | +16,261 | New |
| Wealth Alliance Advisory Group, LLC | 16,276 | $5.02M | 2.18% | −138−0.8% | Reduced |
| Capital Insight Partners, LLC | 16,284 | $5.02M | 1.02% | −78−0.5% | Reduced |
| Carl P. Sherr & Co., LLC | 16,288 | $5.02M | 3.39% | −265−1.6% | Reduced |
| Trust Co | 16,343 | $5.04M | 0.98% | +195+1.2% | Added |
| Shayne & Co., LLC | 16,348 | $5.04M | 2.48% | −50−0.3% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 16,378 | $5.05M | 7.70% | −1,695−9.4% | Reduced |
| First Dallas Securities Inc. | 16,382 | $5.05M | 2.85% | +4,251+35.0% | Added |
| Wharton Business Group, LLC | 16,402 | $5.06M | 0.31% | −360−2.1% | Reduced |
| StrongBox Wealth, LLC | 16,408 | $5.06M | 2.88% | −2,515−13.3% | Reduced |
| Bancreek Capital Management, LP | 16,421 | $5.06M | 3.31% | +5,621+52.0% | Added |
| Amarillo National Bank | 16,441 | $5.07M | 0.98% | −17−0.1% | Reduced |
| SkyView Investment Advisors, LLC | 17,794 | $5.07M | 1.20% | −23,679−57.1% | Reduced |
| Phoenix Wealth Advisors | 16,943 | $5.07M | 5.24% | +472+2.9% | Added |
| Cox Capital Mgt LLC | 16,462 | $5.08M | 3.19% | +2,855+21.0% | Added |
| Riverview Trust Co | 16,467 | $5.08M | 3.77% | +5,113+45.0% | Added |