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; 6,248 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
- 4,549
- +52 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
- 158
- 2,193 more added
- Sold out
- 106
- 1,905 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 | 6,248 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Delta Accumulation, LLC | 805 | $248.0K | 6.21% | +1+0.1% | Added |
| Sanctuary Wealth Management, L.L.C. | 806 | $248.0K | 0.27% | +48+6.3% | Added |
| Financial Synergies Wealth Advisors, Inc. | 806 | $248.4K | 0.04% | −932−53.6% | Reduced |
| Alpha Paradigm Partners, LLC | 807 | $249.0K | 0.10% | −261−24.4% | Reduced |
| Tuttle Tactical Management | 808 | $249.0K | 0.62% | +808 | New |
| Biltmore Wealth Management, LLC | 810 | $250.0K | 0.10% | −229−22.0% | Reduced |
| Cordant, Inc. | 811 | $250.0K | 0.15% | +811 | New |
| Tfo-TDC, LLC | 814 | $251.0K | 0.05% | +614+307.0% | Added |
| ETF Portfolio Partners, Inc. | 817 | $252.0K | 0.09% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 835 | $256.0K | 0.18% | −49−5.5% | Reduced |
| Caas Capital Management LP | 831 | $256.0K | 0.05% | +831 | New |
| Libra Wealth LLC | 837 | $258.0K | 0.15% | +837 | New |
| Triune Financial Partners, LLC | 838 | $258.4K | 0.14% | −2−0.2% | Reduced |
| Schwab Charitable Fund | 844 | $260.0K | 0.03% | −128−13.2% | Reduced |
| TAGStone Capital, Inc. | 843 | $260.0K | 0.22% | +3+0.4% | Added |
| Wakefield Asset Management LLLP | 844 | $260.0K | 0.09% | +9+1.1% | Added |
| New Harbor Financial Group, LLC | 850 | $262.0K | 0.12% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 860 | $265.0K | 0.12% | −2,690−75.8% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 858 | $265.0K | 0.15% | 00.0% | Unchanged |
| Kendall Capital Management | 862 | $266.0K | 0.13% | −25−2.8% | Reduced |
| HFR Wealth Management, LLC | 870 | $268.0K | 0.07% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 870 | $268.0K | 0.09% | +79+10.0% | Added |
| Mosaic Advisors LLC | 873 | $269.0K | 0.30% | −2,308−72.6% | Reduced |
| Juncture Wealth Strategies, LLC | 881 | $272.0K | 0.13% | −776−46.8% | Reduced |
| Telemetry Investments, L.L.C. | 900 | $277.0K | 0.44% | −1−0.1% | Reduced |
| Union Investments & Development Ltd. | 900 | $277.0K | 0.10% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 900 | $277.0K | 0.23% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 916 | $283.0K | 0.12% | +32+3.6% | Added |
| Tucker Asset Management LLC | 925 | $285.2K | 0.09% | +32+3.6% | Added |
| Wooster Corthell Wealth Management, Inc. | 945 | $291.0K | 0.07% | −3−0.3% | Reduced |
| Sanchez Wealth Management Group | 943 | $291.0K | 0.12% | +1+0.1% | Added |
| Briaud Financial Planning, Inc | 947 | $291.0K | 0.17% | +54+6.0% | Added |
| Terril Brothers, Inc. | 950 | $293.0K | 0.07% | 00.0% | Unchanged |
| Avant Capital LLC | 952 | $294.0K | 0.33% | +2+0.2% | Added |
| Causeway Capital Management LLC | 958 | $295.0K | 0.01% | +958 | New |
| Provence Wealth Management Group | 978 | $301.0K | 0.34% | +50+5.4% | Added |
| Matrix Trust Co | 985 | $304.0K | 0.08% | +985 | New |
| Rice Hall James & Associates, LLC | 989 | $305.0K | 0.01% | −82−7.7% | Reduced |
| Atwater Malick LLC | 993 | $306.0K | 0.15% | +207+26.3% | Added |
| Armor Investment Advisors, LLC | 995 | $307.0K | 0.17% | +3+0.3% | Added |
| Interactive Financial Advisors | 1,000 | $308.0K | 0.14% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 1,000 | $308.0K | 0.18% | +1,000 | New |
| Svenska Handelsbanken AB (publ) | 1,000 | $308.0K | 1.68% | +1,000 | New |
| Riverwater Partners LLC | 1,005 | $310.0K | 0.51% | −3,370−77.0% | Reduced |
| Hyperion Capital Advisors LP | 1,007 | $310.0K | 0.12% | 00.0% | Unchanged |
| Tanglewood Wealth Management, Inc. | 1,016 | $313.0K | 0.05% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 1,018 | $314.0K | 0.14% | −2−0.2% | Reduced |
| Maltin Wealth Management, Inc. | 1,018 | $314.0K | 0.21% | +5+0.5% | Added |
| Forum Private Client Group LLC | 1,022 | $315.0K | 0.24% | +1,022 | New |
| Treasure Coast Financial Planning | 1,026 | $316.0K | 0.24% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 1,027 | $317.0K | 0.15% | +47+4.8% | Added |
| OLIO Financial Planning | 1,028 | $317.0K | 0.18% | +203+24.6% | Added |
| Leverty Financial Group, LLC | 1,032 | $318.0K | 0.25% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 1,034 | $319.0K | 0.08% | −73,097−98.6% | Reduced |
| Karlinski Andrew C | 1,046 | $322.0K | 0.58% | +374+55.7% | Added |
| Lountzis Asset Management, LLC | 1,051 | $324.0K | 0.18% | 00.0% | Unchanged |
| Botty Investors LLC | 1,054 | $325.0K | 0.11% | −765−42.1% | Reduced |
| BCK Partners, Inc. | 1,055 | $325.0K | 0.20% | 00.0% | Unchanged |
| Beacon Wealthcare LLC | 1,056 | $326.0K | 0.16% | −329−23.8% | Reduced |
| Cantor Fitzgerald, L. P. | 1,064 | $328.0K | 0.02% | +1,064 | New |
| Mma Asset Management LLC | 1,221 | $329.0K | 0.26% | −22−1.8% | Reduced |
| Linker Capital Management Inc. | 1,070 | $330.0K | 0.33% | 00.0% | Unchanged |
| Cardinal Capital Management, Inc. | 1,070 | $330.0K | 0.02% | +1,070 | New |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,072 | $331.0K | 0.10% | +2+0.2% | Added |
| Weil Company, Inc. | 1,079 | $333.0K | 0.17% | −2,299−68.1% | Reduced |
| Essex Private Wealth Management, LLC | 1,079 | $333.0K | 0.90% | −904−45.6% | Reduced |
| Garrett Wealth Advisory Group, LLC | 1,081 | $333.0K | 0.17% | +1+0.1% | Added |
| Dorsey Wright & Associates | 1,085 | $335.0K | 0.08% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,096 | $338.0K | 0.41% | +1,096 | New |
| Bromfield Sneider Wealth Advisors | 1,102 | $340.0K | 0.36% | +1,102 | New |
| Waller Financial Planning Group, Inc | 1,107 | $341.0K | 0.09% | +20+1.8% | Added |
| Johnson Midwest Financial, LLC | 1,111 | $342.0K | 0.49% | +2+0.2% | Added |
| AlphaMark Advisors, LLC | 1,117 | $344.0K | 0.13% | −304−21.4% | Reduced |
| Dopkins Wealth Management, LLC | 1,115 | $344.0K | 0.37% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 1,123 | $346.0K | 0.18% | −102−8.3% | Reduced |
| Afg Fiduciary Services Limited Partnership | 1,124 | $347.0K | 0.24% | −20−1.7% | Reduced |
| MTM Financial Group, LLC | 1,146 | $353.4K | 0.37% | +1,146 | New |
| Shakespeare Wealth Management, Inc. | 1,127 | $355.0K | 0.13% | +147+15.0% | Added |
| Mirabella Financial Services LLP | 1,158 | $357.0K | 0.04% | −8,983−88.6% | Reduced |
| Stephenson National Bank & Trust | 1,167 | $360.0K | 0.21% | −120−9.3% | Reduced |
| Partners in Financial Planning | 1,316 | $360.6K | 0.11% | 00.0% | Unchanged |
| Chartist Inc | 1,170 | $360.7K | 0.18% | +1+0.1% | Added |
| Simplicity Wealth,LLC | 1,176 | $363.0K | 0.35% | +196+20.0% | Added |
| Ameraudi Asset Management, Inc. | 1,180 | $364.0K | 0.13% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 1,183 | $364.0K | 0.29% | +7+0.6% | Added |
| Alaska Permanent Fund Corp | 1,183 | $365.0K | 0.01% | +12+1.0% | Added |
| Reinhart Partners, Inc. | 1,190 | $367.0K | 0.02% | −165−12.2% | Reduced |
| HFG Advisors, Inc. | 1,191 | $367.0K | 0.42% | 00.0% | Unchanged |
| Outfitter Financial LLC | 1,195 | $368.0K | 0.28% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 1,198 | $369.0K | 0.13% | −14,859−92.5% | Reduced |
| Strid Group, LLC | 1,201 | $370.0K | 0.08% | −326−21.3% | Reduced |
| Raub Brock Capital Management LP | 1,200 | $370.0K | 0.06% | +1,200 | New |
| Alphasimplex Group, LLC | 1,207 | $372.0K | 1.37% | −130−9.7% | Reduced |
| Stone Asset Management Inc. | 1,210 | $373.0K | 0.21% | −40−3.2% | Reduced |
| Meridian Management Co | 1,212 | $374.0K | 0.12% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 1,216 | $375.0K | 0.04% | +325+36.5% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,220 | $376.0K | 0.33% | −790−39.3% | Reduced |
| Monolith Advisors | 1,118 | $376.0K | 0.31% | 00.0% | Unchanged |
| Truefg, LLC | 1,227 | $378.0K | 0.17% | +3+0.2% | Added |
| Milestone Advisory Partners | 1,226 | $378.0K | 0.20% | +203+19.8% | Added |