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 |
|---|---|---|---|---|---|
| OmniStar Financial Group, Inc. | 2,255 | $695.0K | 0.69% | −196−8.0% | Reduced |
| Forbes Financial Planning, Inc. | 2,265 | $697.0K | 0.87% | +261+13.0% | Added |
| Coco Enterprises, LLC | 2,245 | $698.0K | 0.55% | +8+0.4% | Added |
| Hershey Trust Co | 2,272 | $700.0K | 0.01% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 2,269 | $700.0K | 0.11% | +307+15.6% | Added |
| Personal Wealth Partners | 2,286 | $705.0K | 0.31% | +42+1.9% | Added |
| Redmont Wealth Advisors LLC | 2,300 | $709.0K | 0.75% | +100+4.5% | Added |
| TNF LLC | 2,606 | $714.0K | 0.32% | −80−3.0% | Reduced |
| Coyle Financial Counsel LLC | 2,320 | $715.0K | 0.38% | +125+5.7% | Added |
| Ratio Wealth Group | 2,321 | $715.5K | 0.21% | +17+0.7% | Added |
| Tower Wealth Partners, Inc. | 2,321 | $716.0K | 0.78% | −291−11.1% | Reduced |
| Vantage Consulting Group Inc | 2,322 | $716.0K | 0.28% | +175+8.2% | Added |
| Syntax Advisors, LLC | 2,322 | $716.0K | 0.60% | +175+8.2% | Added |
| RiverGlades Family Offices LLC | 2,325 | $717.0K | 0.54% | +25+1.1% | Added |
| Epic Trust Investment Advisors, LLC | 2,328 | $718.0K | 1.12% | +343+17.3% | Added |
| Holloway Wealth Management, LLC | – | $721.0K | 0.21% | – | – |
| Private Capital Management, LLC | 2,339 | $721.0K | 0.11% | +2,339 | New |
| Youngs Advisory Group, Inc. | 2,357 | $727.0K | 0.42% | +239+11.3% | Added |
| FFT Wealth Management LLC | 2,361 | $728.0K | 0.07% | +32+1.4% | Added |
| Raymond James Trust Co. of NH | 2,368 | $730.0K | 4.81% | +2,368 | New |
| Cook Wealth Management Group LLC | 2,639 | $732.0K | 0.77% | +132+5.3% | Added |
| Saybrook Capital | 2,379 | $733.0K | 0.20% | −222−8.5% | Reduced |
| Martin Investment Management, LLC | 2,381 | $734.0K | 0.19% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 2,401 | $740.0K | 0.60% | +28+1.2% | Added |
| Asset Planning Corporation | 2,402 | $741.0K | 0.65% | +805+50.4% | Added |
| Camelot Portfolios, LLC | 2,413 | $744.0K | 0.37% | −39−1.6% | Reduced |
| Avion Wealth | 2,414 | $744.0K | 0.21% | +15+0.6% | Added |
| Horizon Family Wealth, Inc. | 2,427 | $748.0K | 0.74% | −13−0.5% | Reduced |
| Gyon Technologies Capital Management, LP | 2,433 | $750.0K | 0.53% | −22,114−90.1% | Reduced |
| Grand Wealth Management, LLC | 2,438 | $752.0K | 0.35% | −5−0.2% | Reduced |
| One Day In July LLC | 2,443 | $753.0K | 0.16% | +472+23.9% | Added |
| Kelman-Lazarov, Inc. | 2,445 | $754.0K | 0.25% | −65−2.6% | Reduced |
| McNaughton Wealth Management, LLC | 2,447 | $754.0K | 0.49% | +612+33.4% | Added |
| Jacobson & Schmitt Advisors, LLC | 2,445 | $754.0K | 0.20% | +1,552+173.8% | Added |
| Covey Capital Advisors, LLC | 2,450 | $755.0K | 0.78% | −50−2.0% | Reduced |
| Reliant Investment Management, LLC | 2,454 | $757.0K | 0.39% | +242+10.9% | Added |
| Planning Center, Inc. | 2,455 | $757.0K | 2.18% | +190+8.4% | Added |
| Birmingham Capital Management Co Inc | 2,462 | $759.0K | 0.26% | +132+5.7% | Added |
| McClarren Financial Advisors, Inc. | 2,473 | $761.0K | 0.55% | +10.0% | Added |
| Nikko Asset Management Americas, Inc. | 2,471 | $765.0K | 0.01% | +2,471 | New |
| James Reed Financial Services, Inc. | 2,487 | $766.0K | 0.87% | 00.0% | Unchanged |
| V2 Financial group LLC | 2,494 | $768.9K | 0.58% | +175+7.5% | Added |
| Sterling Manor Financial, LLC | 2,495 | $769.0K | 0.61% | +31+1.3% | Added |
| Arnhold LLC | 2,500 | $771.0K | 0.09% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2,499 | $771.0K | 0.23% | 00.0% | Unchanged |
| CloudAlpha Capital Management Limited/Hong Kong | 2,500 | $771.0K | 0.56% | +2,500 | New |
| Portland Investment Counsel Inc. | 2,514 | $775.0K | 0.41% | +5+0.2% | Added |
| Hofer & Associates. Inc | 2,517 | $776.0K | 0.68% | +76+3.1% | Added |
| Marshall Financial Group Inc | 2,519 | $777.0K | 0.31% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 2,525 | $778.0K | 0.29% | 00.0% | Unchanged |
| Charles Schwab Investment Advisory, Inc. | 2,525 | $778.0K | 0.00% | +86+3.5% | Added |
| Aufman Associates Inc | 2,526 | $779.0K | 0.61% | −432−14.6% | Reduced |
| Windham Capital Management, LLC | 2,528 | $779.0K | 0.17% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 2,533 | $781.0K | 0.69% | −481−16.0% | Reduced |
| IVC Wealth Advisors LLC | 2,544 | $784.0K | 0.52% | +274+12.1% | Added |
| Sequent Asset Management, LLC | 2,547 | $785.0K | 0.46% | −60−2.3% | Reduced |
| West Financial Advisors, LLC | 2,550 | $786.0K | 0.21% | −5−0.2% | Reduced |
| Donoghue Forlines LLC | 2,558 | $789.0K | 0.17% | −2,863−52.8% | Reduced |
| Simplify Asset Management Inc. | 2,560 | $789.0K | 0.09% | −366−12.5% | Reduced |
| Sageworth Trust Co | 2,560 | $789.0K | 0.06% | +390+18.0% | Added |
| Gouws Capital LLC | 2,566 | $791.0K | 0.64% | −25−1.0% | Reduced |
| Ninepoint Partners LP | 2,564 | $791.0K | 0.19% | +143+5.9% | Added |
| FIDELIS iM, LLC | 2,571 | $793.0K | 0.47% | +4+0.2% | Added |
| Proquility Private Wealth Partners, LLC | 3,110 | $794.0K | 0.33% | −131−4.0% | Reduced |
| Camarda Financial Advisors, LLC | 2,574 | $794.0K | 0.38% | −305−10.6% | Reduced |
| Narus Financial Partners, LLC | 2,576 | $794.3K | 0.44% | +2,576 | New |
| January Capital Advisors LLC | 3,097 | $795.0K | 0.71% | +522+20.3% | Added |
| Powell Investment Advisors, LLC | 2,578 | $795.0K | 0.46% | +359+16.2% | Added |
| Bellwether Advisors, LLC | 2,582 | $796.0K | 0.24% | −451−14.9% | Reduced |
| Bernardo Wealth Planning LLC | 2,583 | $796.0K | 0.40% | +302+13.2% | Added |
| CPR Investments Inc. | 2,584 | $797.0K | 0.66% | −172−6.2% | Reduced |
| Holland Advisory Services, Inc. | 2,591 | $799.0K | 0.93% | +10.0% | Added |
| jvl associates llc | 2,597 | $801.0K | 0.50% | +716+38.1% | Added |
| qPULA Trading Management LP | 2,600 | $802.0K | 1.07% | −955−26.9% | Reduced |
| Jackson Thornton Asset Management, LLC | 2,606 | $803.0K | 0.21% | +2,606 | New |
| MBE Wealth Management, LLC | 2,614 | $806.0K | 0.48% | +468+21.8% | Added |
| Capitol Family Office, Inc. | 2,623 | $809.0K | 0.65% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 2,632 | $812.0K | 0.38% | +862+48.7% | Added |
| Oldfather Financial Services, LLC | 2,810 | $814.0K | 0.44% | +171+6.5% | Added |
| Corbett Road Capital Management, LLC | 2,643 | $815.0K | 1.05% | +478+22.1% | Added |
| Ogorek Anthony Joseph | 2,643 | $815.0K | 0.33% | +1,334+101.9% | Added |
| Blossom Wealth Management | 2,646 | $816.0K | 3.68% | +181+7.3% | Added |
| Warner Financial, Inc | 1,931 | $817.0K | 0.66% | +197+11.4% | Added |
| Client 1st Advisory Group, LLC | 2,653 | $818.0K | 0.40% | +1,061+66.6% | Added |
| Sutton Place Investors LLC | 2,987 | $819.0K | 0.98% | +768+34.6% | Added |
| Motive Wealth Advisors | 2,655 | $819.0K | 0.56% | +842+46.4% | Added |
| Wealthstar Advisors, LLC | 2,658 | $820.0K | 0.30% | −447−14.4% | Reduced |
| Lion Street Advisors, LLC | 2,689 | $825.0K | 0.42% | −434−13.9% | Reduced |
| FSC Wealth Advisors, LLC | 2,681 | $827.0K | 0.78% | +10.0% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,627 | $827.0K | 0.23% | +83+3.3% | Added |
| Sightline Wealth Advisors, LLC | 2,684 | $828.0K | 0.69% | +10.0% | Added |
| Aries Wealth Management | 2,696 | $831.0K | 0.36% | −33,849−92.6% | Reduced |
| Briggs Advisory Group, Inc. | 2,694 | $831.0K | 0.55% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 2,696 | $831.0K | 0.73% | +864+47.2% | Added |
| Omega Financial Group, LLC | 2,696 | $831.0K | 0.36% | +1,801+201.2% | Added |
| Charter Research & Investment Group, Inc. | 2,712 | $836.0K | 0.68% | +12+0.4% | Added |
| MAS Advisors LLC | 2,665 | $837.0K | 0.65% | +87+3.4% | Added |
| Wilkins Investment Counsel Inc | 2,725 | $840.0K | 0.19% | −100−3.5% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,725 | $840.0K | 0.40% | +150+5.8% | Added |
| ESL Trust Services, LLC | 2,727 | $841.0K | 0.26% | −215−7.3% | Reduced |