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 |
|---|---|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 2,719 | $841.0K | 0.21% | +535+24.5% | Added |
| Wade Financial Advisory, Inc | 2,730 | $842.0K | 0.36% | +1,804+194.8% | Added |
| Continental Investors Services, Inc. | 2,508 | $843.0K | 2.21% | +42+1.7% | Added |
| Eclectic Associates Inc | 2,737 | $844.0K | 0.54% | +15+0.6% | Added |
| Jackson Creek Investment Advisors LLC | 2,743 | $846.0K | 0.31% | −114−4.0% | Reduced |
| Wescott Financial Advisory Group, LLC | 2,742 | $846.0K | 0.22% | +1,026+59.8% | Added |
| Next Capital Management LLC | 2,747 | $847.0K | 0.59% | 00.0% | Unchanged |
| Nauset Wealth Management. LLC | 2,754 | $849.0K | 0.68% | +322+13.2% | Added |
| Pachira Investments Inc. | 2,763 | $852.0K | 0.66% | −1,346−32.8% | Reduced |
| Chiron Capital Management, LLC | 2,763 | $852.0K | 0.54% | +8+0.3% | Added |
| Fure Financial Corp | 2,764 | $852.0K | 0.48% | +2,066+296.0% | Added |
| Richwood Investment Advisors, LLC | 2,771 | $854.0K | 0.76% | −150−5.1% | Reduced |
| Willow Creek Wealth Management Inc. | 2,782 | $858.0K | 0.17% | −55−1.9% | Reduced |
| Orin Green Financial, LLC | 2,788 | $860.0K | 0.56% | +553+24.7% | Added |
| Total Investment Management Inc | 2,799 | $863.0K | 0.17% | −75−2.6% | Reduced |
| Fiduciary Planning LLC | 2,803 | $864.0K | 0.47% | −1,486−34.6% | Reduced |
| Lowe Wealth Advisors, LLC | 2,821 | $870.0K | 0.39% | +10.0% | Added |
| Aprio Wealth Management, LLC | 2,821 | $870.0K | 0.33% | +170+6.4% | Added |
| Financial Strategies Group, Inc. | 2,825 | $871.0K | 0.35% | +284+11.2% | Added |
| Spectrum Wealth Advisory Group, LLC | 2,830 | $872.0K | 0.84% | −28−1.0% | Reduced |
| Intelligence Driven Advisers, LLC | 2,899 | $874.0K | 0.16% | −1,463−33.5% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 2,838 | $875.0K | 0.74% | +2,100+284.6% | Added |
| WESPAC Advisors, LLC | 2,843 | $877.0K | 0.95% | +365+14.7% | Added |
| Ferguson Shapiro LLC | 2,853 | $880.0K | 0.43% | +193+7.3% | Added |
| Aubrey Capital Management Ltd | 2,809 | $881.0K | 0.50% | +2,809 | New |
| Maven Securities LTD | 2,859 | $883.0K | 0.18% | −10,599−78.8% | Reduced |
| G2 Capital Management, LLC | 2,863 | $883.0K | 0.38% | −1,174−29.1% | Reduced |
| Lebenthal Global Advisors, LLC | 2,873 | $885.0K | 0.38% | +354+14.1% | Added |
| ODonnell Financial Services, LLC | 2,878 | $887.0K | 0.40% | +4+0.1% | Added |
| Austin Asset Management Co Inc | 2,887 | $890.0K | 0.28% | −250−8.0% | Reduced |
| Pinnacle Family Advisors, LLC | 2,889 | $891.0K | 0.47% | −2,049−41.5% | Reduced |
| Lauterbach Financial Advisors, LLC | 2,890 | $891.0K | 0.81% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 2,895 | $892.0K | 0.78% | +10.0% | Added |
| Sterling Financial Planning, Inc. | 2,899 | $894.0K | 0.56% | +730+33.7% | Added |
| Von Berge Wealth Management Group, LLC | 3,200 | $895.0K | 0.82% | 00.0% | Unchanged |
| McMorgan & Co LLC | 2,908 | $897.0K | 0.19% | −120−4.0% | Reduced |
| Resource Consulting Group Inc | 2,909 | $897.0K | 0.31% | +540+22.8% | Added |
| Whelan Financial | 2,913 | $898.0K | 0.55% | +237+8.9% | Added |
| Ambassador Advisors, LLC | 2,914 | $899.0K | 0.17% | +223+8.3% | Added |
| Donald L. Hagan, LLC | 2,920 | $900.0K | 0.51% | −56−1.9% | Reduced |
| Marquette Asset Management, LLC | 2,935 | $905.0K | 0.21% | +21+0.7% | Added |
| Wipfli Financial Advisors LLC, | 2,943 | $907.5K | 0.09% | +2,244+321.0% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 2,944 | $908.0K | 0.76% | −33−1.1% | Reduced |
| Hanlon Investment Management, Inc. | 2,955 | $911.0K | 0.20% | +87+3.0% | Added |
| MQS Management LLC | 2,954 | $911.0K | 0.74% | +2,954 | New |
| Life Planning Partners, Inc | 2,967 | $915.0K | 0.93% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 2,970 | $916.0K | 0.47% | +1,790+151.7% | Added |
| Sage Investment Advisers LLC | 2,973 | $917.0K | 1.21% | +3+0.1% | Added |
| Dentgroup LLC | 2,978 | $918.0K | 0.89% | +10.0% | Added |
| Cowa, LLC | 2,985 | $920.0K | 0.46% | −41−1.4% | Reduced |
| P.A.W. Capital Corp | 3,000 | $925.0K | 0.97% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 3,000 | $925.0K | 0.48% | +1,423+90.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,006 | $927.0K | 0.17% | +175+6.2% | Added |
| Financial Planning & Information Services, Inc. | 3,007 | $927.0K | 0.21% | +340+12.7% | Added |
| Seneca Financial Advisors LLC | 3,037 | $936.3K | 0.57% | −49−1.6% | Reduced |
| ShoreHaven Wealth Partners, LLC | 3,040 | $937.0K | 0.49% | −979−24.4% | Reduced |
| WJ Wealth Management, LLC | 3,038 | $937.0K | 0.62% | +125+4.3% | Added |
| Boothe Investment Group, Inc. | 3,041 | $941.0K | 0.65% | −47−1.5% | Reduced |
| Oberweis Asset Management Inc | 3,055 | $942.0K | 0.19% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 3,058 | $943.0K | 0.48% | −500−14.1% | Reduced |
| Lee Financial Group Hawaii, Inc. | 3,063 | $944.0K | 0.77% | −83−2.6% | Reduced |
| Morgan Jess S & Co Inc | 3,062 | $944.0K | 0.69% | 00.0% | Unchanged |
| Infini Master Fund | 3,000 | $945.0K | 1.88% | −5,900−66.3% | Reduced |
| Infini Capital Management Ltd | 3,000 | $945.0K | 1.88% | −5,900−66.3% | Reduced |
| Harrison & Co Wealth Management, LLC | 3,073 | $947.0K | 0.83% | −52−1.7% | Reduced |
| Horst & Graben Wealth Management LLC | 3,079 | $949.0K | 0.23% | +106+3.6% | Added |
| Annapolis Financial Services, LLC | 3,090 | $953.0K | 0.31% | +429+16.1% | Added |
| Kelly Financial Services LLC | 3,092 | $953.2K | 0.43% | −177−5.4% | Reduced |
| Planning Directions Inc | 3,116 | $961.0K | 0.67% | +984+46.2% | Added |
| Interchange Capital Partners, LLC | 3,125 | $963.0K | 0.99% | +1,663+113.7% | Added |
| Fortis Advisors, LLC | 3,131 | $965.0K | 0.53% | +56+1.8% | Added |
| Riggs Asset Managment Co. Inc. | 3,138 | $967.0K | 0.28% | +12+0.4% | Added |
| Aspire Wealth Management Corp | 3,143 | $969.0K | 0.77% | +288+10.1% | Added |
| Atom Investors LP | 3,147 | $970.0K | 0.45% | +698+28.5% | Added |
| West Wealth Group, LLC | 3,152 | $972.0K | 0.39% | +78+2.5% | Added |
| Rainsberger Wealth Advisors, Inc. | 3,154 | $973.0K | 0.62% | +85+2.8% | Added |
| Options Solutions, LLC | 3,157 | $973.0K | 1.02% | +355+12.7% | Added |
| EMC Capital Management | 3,159 | $974.0K | 0.70% | +359+12.8% | Added |
| Alterna Wealth Management, Inc | 3,167 | $976.0K | 0.82% | +128+4.2% | Added |
| BEAM Asset Management, LLC | 3,183 | $981.0K | 1.13% | −68−2.1% | Reduced |
| Cranbrook Wealth Management, LLC | 3,184 | $982.0K | 0.21% | +169+5.6% | Added |
| 360 Financial, Inc. | 3,128 | $985.0K | 0.48% | +74+2.4% | Added |
| WR Wealth Planners, LLC | 3,196 | $985.5K | 0.59% | +3,196 | New |
| Saiph Capital, LLC | 3,200 | $986.6K | 0.67% | +159+5.2% | Added |
| Sentinel Pension Advisors Inc | 3,202 | $987.0K | 0.33% | −1,055−24.8% | Reduced |
| NSI Retail Advisors, LLC | 3,202 | $987.0K | 0.15% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 3,201 | $987.0K | 2.67% | +238+8.0% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,232 | $997.0K | 0.31% | +116+3.7% | Added |
| Fenimore Asset Management Inc | 3,236 | $998.0K | 0.02% | −25−0.8% | Reduced |
| Caxton Corp | 3,263 | $1.01M | 1.25% | −36−1.1% | Reduced |
| Integrity Advisory, LLC | 3,266 | $1.01M | 0.99% | +3,266 | New |
| Malaga Cove Capital, LLC | 3,279 | $1.01M | 0.46% | −44−1.3% | Reduced |
| Websterrogers Financial Advisors, LLC | 3,267 | $1.01M | 0.52% | +3,267 | New |
| Hunter Perkins Capital Management, LLC | 3,290 | $1.01M | 0.20% | −200−5.7% | Reduced |
| Shelton Wealth Management, LLC | 3,288 | $1.01M | 0.80% | +454+16.0% | Added |
| Syquant Capital SAS | 3,300 | $1.02M | 0.52% | −400−10.8% | Reduced |
| Periscope Capital Inc. | 3,303 | $1.02M | 0.03% | +838+34.0% | Added |
| MBB Public Markets I LLC | 3,308 | $1.02M | 0.02% | −67,450−95.3% | Reduced |
| Ategra Capital Management, LLC | 3,317 | $1.02M | 0.46% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 3,317 | $1.02M | 0.46% | +455+15.9% | Added |