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 |
|---|---|---|---|---|---|
| Genoa Capital Gestora de Recursos Ltda. | 12,403 | $382.2K | 0.75% | +12,403 | New |
| Endowment Wealth Management, Inc. | 1,242 | $383.0K | 0.40% | +528+73.9% | Added |
| Atlas Financial Advisors, Inc. | 1,267 | $391.0K | 0.39% | +40+3.3% | Added |
| Plotkin Financial Advisors, LLC | 1,270 | $391.6K | 0.27% | 00.0% | Unchanged |
| Tri-Star Advisors Inc. | 1,390 | $394.0K | 0.18% | +124+9.8% | Added |
| Guardian Wealth Management, Inc. | 1,283 | $395.0K | 0.39% | +2+0.2% | Added |
| IAG Wealth Partners, LLC | 1,286 | $396.0K | 0.12% | +187+17.0% | Added |
| Sanford Advisory Services, LLC | 1,287 | $397.0K | 0.11% | +80+6.6% | Added |
| QCM Cayman, Ltd. | 1,298 | $400.0K | 1.75% | +1,298 | New |
| Piershale Financial Group, Inc. | 1,318 | $406.0K | 0.37% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 1,316 | $406.0K | 0.04% | 00.0% | Unchanged |
| Gibson Capital, LLC | 1,329 | $407.0K | 0.10% | +12+0.9% | Added |
| Joseph P. Lucia & Associates, LLC | 1,331 | $411.0K | 0.25% | +186+16.2% | Added |
| Flower City Capital | 1,339 | $413.0K | 0.35% | −82−5.8% | Reduced |
| Tatro Capital, LLC | 1,339 | $413.0K | 0.31% | −50−3.6% | Reduced |
| Sicart Associates LLC | 1,342 | $414.0K | 0.11% | 00.0% | Unchanged |
| New England Guild Wealth Advisors, Inc. | 1,342 | $414.0K | 0.22% | +205+18.0% | Added |
| Ruffer LLP | 1,346 | $415.0K | 0.01% | −1,248−48.1% | Reduced |
| Stonebridge Financial Planning Group, LLC | 1,347 | $415.0K | 0.23% | +30+2.3% | Added |
| Sage Financial Management Group, Inc. | 1,345 | $415.0K | 0.28% | +319+31.1% | Added |
| True Link Financial Advisors, LLC | 1,348 | $416.0K | 0.06% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 1,363 | $420.0K | 0.22% | +140+11.4% | Added |
| Townsend & Associates, Inc | 1,417 | $421.0K | 0.19% | −190−11.8% | Reduced |
| Ionic Capital Management LLC | 1,377 | $425.0K | 0.06% | +1,377 | New |
| Lake Hills Wealth Management, LLC | 1,381 | $426.0K | 0.31% | −983−41.6% | Reduced |
| Family Capital Trust Co | 1,383 | $426.0K | 0.14% | −665−32.5% | Reduced |
| Inspire Advisors, LLC | 1,381 | $426.0K | 0.12% | −56−3.9% | Reduced |
| Knott David M Jr | 1,400 | $431.0K | 0.15% | 00.0% | Unchanged |
| Teramo Advisors, LLC | 1,400 | $432.0K | 0.25% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,404 | $433.0K | 0.36% | −5−0.4% | Reduced |
| Fortress Wealth Management, Inc. | 1,404 | $433.0K | 0.33% | +150+12.0% | Added |
| Keystone Wealth Partners | 1,416 | $437.0K | 0.20% | −496−25.9% | Reduced |
| Maxele Advisors, LLC | 1,418 | $437.2K | 0.54% | −180−11.3% | Reduced |
| TPG Financial Advisors, LLC | 1,422 | $438.0K | 0.26% | 00.0% | Unchanged |
| Benchmark Wealth Management, LLC | 1,427 | $440.0K | 0.30% | −64−4.3% | Reduced |
| TL Private Wealth | 1,572 | $440.0K | 0.23% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 1,438 | $443.0K | 0.30% | 00.0% | Unchanged |
| Daniels&Tansey,LLP | 1,451 | $447.0K | 0.15% | +6+0.4% | Added |
| Chico Wealth RIA | 1,456 | $449.0K | 0.36% | +1,456 | New |
| J2 Capital Management Inc | 1,461 | $450.0K | 0.49% | −374−20.4% | Reduced |
| Geometric Wealth Advisors | 1,466 | $452.0K | 1.35% | +53+3.8% | Added |
| American Planning Services, Inc. | 1,479 | $456.0K | 0.49% | +194+15.1% | Added |
| Theory Financial LLC | 1,485 | $458.0K | 0.30% | −74−4.7% | Reduced |
| Prudent Investors Network | 1,487 | $458.0K | 0.21% | +260+21.2% | Added |
| Altus Wealth Management, LLC | 1,496 | $461.0K | 0.32% | +168+12.7% | Added |
| Triad Investment Management | 1,500 | $462.0K | 0.44% | 00.0% | Unchanged |
| Gainplan LLC | 1,497 | $462.0K | 0.35% | +896+149.1% | Added |
| GoalFusion Wealth Management, LLC | 1,498 | $462.0K | 0.40% | +1,498 | New |
| Hilltop Wealth Advisors, LLC | 1,514 | $467.0K | 0.40% | 00.0% | Unchanged |
| Truvvo Partners LLC | 1,514 | $467.0K | 7.34% | +3+0.2% | Added |
| Harbor Group, Inc. | 1,521 | $469.0K | 0.30% | +635+71.7% | Added |
| Lagoda Investment Management, L.P. | 1,525 | $470.0K | 0.25% | 00.0% | Unchanged |
| Stevard, LLC | 1,525 | $470.0K | 0.36% | 00.0% | Unchanged |
| UBP Investment Advisors SA | 1,520 | $470.0K | 0.18% | +120+8.6% | Added |
| Beacon Financial Strategies CORP | 1,526 | $470.4K | 0.40% | −135−8.1% | Reduced |
| Glovista Investments LLC | 1,537 | $474.0K | 0.14% | 00.0% | Unchanged |
| JMG Financial Group, Ltd. | 1,537 | $474.0K | 0.02% | +17+1.1% | Added |
| All Season Financial Advisors, Inc. | 1,546 | $477.0K | 0.34% | +46+3.1% | Added |
| Vantage Financial Partners, LLC | 1,557 | $480.0K | 0.25% | +314+25.3% | Added |
| New England Professional Planning Group Inc. | 1,555 | $481.0K | 0.29% | −63−3.9% | Reduced |
| Basepoint Wealth LLC | 1,565 | $482.4K | 0.44% | +60+4.0% | Added |
| Market Street Wealth Management Advisors LLC | 1,568 | $483.0K | 0.17% | +325+26.1% | Added |
| Trilogy Capital Inc. | 1,577 | $486.0K | 0.03% | −2,365−60.0% | Reduced |
| Strategic Equity Management | 1,586 | $489.0K | 0.18% | +15+1.0% | Added |
| Level Financial Advisors, Inc. | 1,589 | $490.0K | 0.38% | −188−10.6% | Reduced |
| Cassia Capital Partners, LLC | 1,591 | $491.0K | 0.39% | −151−8.7% | Reduced |
| LVZ Advisors, Inc. | 1,599 | $493.0K | 0.07% | −177−10.0% | Reduced |
| Crestline Management, LP | 1,602 | $494.0K | 0.06% | −76,398−97.9% | Reduced |
| Rather & Kittrell, Inc. | 1,612 | $496.0K | 0.48% | +1,069+196.9% | Added |
| KilterHowling LLC | 1,610 | $496.4K | 0.51% | +3+0.2% | Added |
| Thomas Story & Son LLC | 1,615 | $498.0K | 0.20% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,625 | $501.0K | 0.40% | −149−8.4% | Reduced |
| Tranquilli Financial Advisor LLC | 1,626 | $501.0K | 0.36% | +340+26.4% | Added |
| Vista Finance, LLC | 1,633 | $504.0K | 0.75% | −2,822−63.3% | Reduced |
| PFG Private Wealth Management, LLC | 1,636 | $504.0K | 0.26% | −233−12.5% | Reduced |
| Custos Family Office, LLC | 1,637 | $505.0K | 0.41% | −165−9.2% | Reduced |
| Archetype Wealth Partners | 1,649 | $508.0K | 0.13% | +199+13.7% | Added |
| Brio Consultants, LLC | 1,646 | $508.0K | 0.11% | +216+15.1% | Added |
| Arkansas Financial Group, Inc. | 1,651 | $509.0K | 0.11% | +322+24.2% | Added |
| Clear Investment Research, LLC | 1,660 | $512.0K | 1.00% | +3+0.2% | Added |
| Stephens Investment Management Group LLC | 1,665 | $513.0K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,663 | $513.0K | 0.27% | +689+70.7% | Added |
| PFS Partners, LLC | 1,667 | $513.8K | 0.44% | −47−2.7% | Reduced |
| Resolute Partners Group | 1,671 | $515.0K | 0.02% | −156−8.5% | Reduced |
| Alethea Capital Management, LLC | 1,675 | $516.0K | 0.47% | −325−16.3% | Reduced |
| Compton Financial Group, LLC | 1,674 | $516.0K | 0.21% | −45−2.6% | Reduced |
| RE Dickinson Investment Advisors, LLC | 1,674 | $516.0K | 0.35% | +293+21.2% | Added |
| Gruss & Co., LLC | 1,680 | $518.0K | 2.30% | −2,000−54.3% | Reduced |
| Affinia Financial Group, LLC | 1,808 | $518.0K | 0.40% | +188+11.6% | Added |
| Etfidea, LLC | 1,682 | $518.6K | 0.22% | −77−4.4% | Reduced |
| Provident Wealth Management, LLC | 1,688 | $520.0K | 0.32% | +705+71.7% | Added |
| Vance Wealth, Inc. | 1,693 | $522.0K | 0.66% | +12+0.7% | Added |
| Lombard Odier Asset Management (USA) Corp | 1,700 | $524.0K | 0.09% | −1,919−53.0% | Reduced |
| Karpus Management, Inc. | 1,700 | $524.0K | 0.02% | 00.0% | Unchanged |
| Insight 2811, Inc. | 1,704 | $525.0K | 0.31% | +14+0.8% | Added |
| Intrepid Capital Management Inc | 1,705 | $526.0K | 0.31% | +7+0.4% | Added |
| Insight Wealth Partners, LLC | 1,730 | $533.0K | 0.38% | −629−26.7% | Reduced |
| Leo H. Evart, Inc. | 1,730 | $533.0K | 0.55% | +1+0.1% | Added |
| Presidio Capital Management, LLC | 1,735 | $535.0K | 0.46% | +126+7.8% | Added |
| Peak Financial Advisors LLC | 1,739 | $536.0K | 0.46% | +624+56.0% | Added |