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 |
|---|---|---|---|---|---|
| Guidance Point Advisors, LLC | 3,323 | $1.02M | 0.39% | +255+8.3% | Added |
| Quaker Wealth Management, LLC | 3,320 | $1.02M | 0.44% | +879+36.0% | Added |
| RGT Wealth Advisors, LLC | 3,339 | $1.03M | 0.16% | −412−11.0% | Reduced |
| Newman & Schimel, LLC | 3,355 | $1.03M | 0.67% | −2,793−45.4% | Reduced |
| Strategic Financial Partners, Ltd. | 3,361 | $1.04M | 0.53% | −20−0.6% | Reduced |
| Round Rock Advisors, LLC | 3,366 | $1.04M | 0.42% | −10−0.3% | Reduced |
| High Pointe Capital Management LLC | 3,380 | $1.04M | 0.75% | −1,360−28.7% | Reduced |
| Welch Capital Partners LLC | 3,380 | $1.04M | 0.25% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 3,381 | $1.04M | 0.33% | +828+32.4% | Added |
| Yarger Wealth Strategies, LLC | 3,388 | $1.04M | 1.36% | +189+5.9% | Added |
| Mayfair Advisory Group, LLC | 3,382 | $1.05M | 1.34% | +104+3.2% | Added |
| Sage Private Wealth Group, LLC | 3,398 | $1.05M | 1.02% | +265+8.5% | Added |
| Riversedge Advisors, LLC | 3,401 | $1.05M | 0.34% | +38+1.1% | Added |
| Portfolio Strategies, Inc. | 3,403 | $1.05M | 0.20% | +81+2.4% | Added |
| Catalyst Private Wealth, LLC | 3,405 | $1.05M | 0.53% | −24−0.7% | Reduced |
| Community Bank of Raymore | 3,407 | $1.05M | 0.29% | −55−1.6% | Reduced |
| Ford Financial Group, LLC | 3,409 | $1.05M | 0.40% | +652+23.6% | Added |
| Core Wealth Advisors, Inc. | 3,415 | $1.05M | 0.59% | +2,359+223.4% | Added |
| RTD Financial Advisors, Inc. | 3,425 | $1.06M | 0.14% | +161+4.9% | Added |
| Raffa Wealth Management, LLC | 3,435 | $1.06M | 0.39% | −100−2.8% | Reduced |
| Silicon Hills Wealth Management, LLC | 3,437 | $1.06M | 0.68% | −100−2.8% | Reduced |
| Gould Capital, LLC | 3,444 | $1.06M | 0.76% | −16−0.5% | Reduced |
| Financial Advisors Network, Inc. | 3,443 | $1.06M | 0.26% | +80+2.4% | Added |
| Financial Sense Advisors, Inc. | 3,451 | $1.06M | 0.40% | −13,540−79.7% | Reduced |
| Pacific Center for Financial Services | 3,451 | $1.06M | 0.38% | +10.0% | Added |
| Howard Wealth Management, LLC | 3,470 | $1.07M | 0.58% | −7−0.2% | Reduced |
| Sym Financial Corp | 3,470 | $1.07M | 0.46% | +206+6.3% | Added |
| Karani Asset Management LLC | 3,474 | $1.07M | 0.58% | +27+0.8% | Added |
| Earnest Partners LLC | 3,482 | $1.07M | 0.01% | 00.0% | Unchanged |
| LGL Partners, LLC | 3,492 | $1.08M | 0.14% | −2,211−38.8% | Reduced |
| Capital CS Group, LLC | 3,511 | $1.08M | 0.94% | +267+8.2% | Added |
| Curran Financial Partners, LLC | 3,514 | $1.08M | 0.45% | +19+0.5% | Added |
| Heritage Investment Group, Inc. | 3,522 | $1.09M | 0.79% | +335+10.5% | Added |
| Financial Advisory Corp | 3,524 | $1.09M | 0.58% | −346−8.9% | Reduced |
| Capital Wealth Alliance, LLC | 3,531 | $1.09M | 0.65% | −32−0.9% | Reduced |
| Truadvice, LLC | 3,836 | $1.09M | 0.61% | +796+26.2% | Added |
| Opus Capital Group, LLC | 3,554 | $1.10M | 0.21% | +6+0.2% | Added |
| Financial Guidance Group, Inc. | 3,565 | $1.10M | 0.76% | +3,565 | New |
| ACT Advisors, LLC. | 3,569 | $1.10M | 0.71% | −800−18.3% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 3,578 | $1.10M | 0.06% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 3,578 | $1.10M | 0.79% | +52+1.5% | Added |
| Financial Management Professionals, Inc. | 3,579 | $1.10M | 0.24% | +485+15.7% | Added |
| Mizuho Securities USA LLC | 3,584 | $1.10M | 0.16% | −8,778−71.0% | Reduced |
| Financial Connections Group, Inc. | 3,593 | $1.11M | 1.11% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 3,601 | $1.11M | 0.17% | +1,511+72.3% | Added |
| Alpha Square Group S, LLC | 3,600 | $1.11M | 0.15% | +2,000+125.0% | Added |
| Integral Investment Advisors, Inc. | 3,602 | $1.11M | 0.70% | +1,284+55.4% | Added |
| Smallwood Wealth Investment Management, LLC | 3,614 | $1.11M | 1.05% | +6+0.2% | Added |
| Avaii Wealth Management, LLC | 3,638 | $1.12M | 1.04% | +711+24.3% | Added |
| Colorado Capital Management, Inc. | 3,632 | $1.12M | 0.81% | +21+0.6% | Added |
| Clarus Wealth Advisors | 3,963 | $1.13M | 0.70% | +597+17.7% | Added |
| Rise Advisors, LLC | 3,671 | $1.13M | 1.02% | +2+0.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,709 | $1.13M | 0.76% | +3,709 | New |
| Oakwell Private Wealth Management, LLC | 3,689 | $1.14M | 0.57% | +1,481+67.1% | Added |
| Disciplined Growth Investors Inc | 3,696 | $1.14M | 0.02% | −480−11.5% | Reduced |
| Trinity Wealth Management, LLC | 3,698 | $1.14M | 0.80% | +28+0.8% | Added |
| Landmark Wealth Management, LLC | 7,396 | $1.14M | 0.31% | +7,396 | New |
| SBB Research Group LLC | 3,701 | $1.14M | 0.25% | +7+0.2% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,704 | $1.14M | 0.01% | +255+7.4% | Added |
| Paulson Wealth Management Inc. | 3,706 | $1.14M | 0.52% | −29−0.8% | Reduced |
| PYA Waltman Capital, LLC | 3,726 | $1.15M | 0.57% | 00.0% | Unchanged |
| Private Management Group Inc | 3,728 | $1.15M | 0.05% | −335−8.2% | Reduced |
| Emfo, LLC | 3,729 | $1.15M | 1.04% | +82+2.2% | Added |
| HYA Advisors, Inc | 3,741 | $1.15M | 0.40% | −534−12.5% | Reduced |
| BCGM Wealth Management, LLC | 4,165 | $1.16M | 0.63% | −1,223−22.7% | Reduced |
| First Wilshire Securities Management Inc | 3,750 | $1.16M | 0.41% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 3,754 | $1.16M | 0.16% | +128+3.5% | Added |
| Financial Council Asset Management Inc | 3,760 | $1.16M | 1.40% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 3,764 | $1.16M | 0.85% | −8,951−70.4% | Reduced |
| BetterWealth, LLC | 3,775 | $1.16M | 1.56% | −261−6.5% | Reduced |
| Winslow Asset Management Inc | 3,775 | $1.16M | 0.23% | 00.0% | Unchanged |
| RVW Wealth, LLC | 3,778 | $1.17M | 0.13% | +602+19.0% | Added |
| Wealthcare Capital Management LLC | 3,779 | $1.17M | 0.11% | +1,892+100.3% | Added |
| Blue Barn Wealth, LLC | 3,814 | $1.18M | 0.81% | +86+2.3% | Added |
| Ackerman Capital Advisors, LLC | 3,826 | $1.18M | 0.28% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 3,836 | $1.18M | 0.24% | +820+27.2% | Added |
| Silver Oak Advisory Group, Inc. | 3,842 | $1.18M | 0.77% | −458−10.7% | Reduced |
| MBM Wealth Consultants, LLC | 3,841 | $1.18M | 0.49% | +316+9.0% | Added |
| PCG Wealth Advisors, LLC | 3,840 | $1.18M | 0.75% | +1,676+77.4% | Added |
| Abound Wealth Management | 3,844 | $1.19M | 0.85% | +294+8.3% | Added |
| Valtinson Bruner Financial Planning LLC | 4,238 | $1.19M | 0.68% | +37+0.9% | Added |
| R. W. Roge & Company, Inc. | 3,848 | $1.19M | 0.83% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 3,859 | $1.19M | 0.44% | +900+30.4% | Added |
| Stegent Equity Advisors, Inc. | 3,864 | $1.19M | 1.00% | −774−16.7% | Reduced |
| Towerpoint Wealth, LLC | 3,865 | $1.19M | 0.59% | +363+10.4% | Added |
| Conestoga Capital Advisors, LLC | 3,869 | $1.19M | 0.02% | 00.0% | Unchanged |
| Innova Wealth Partners | 3,868 | $1.19M | 0.87% | +350+9.9% | Added |
| Newport Capital Group, LLC | 3,902 | $1.20M | 0.90% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 3,914 | $1.21M | 1.13% | +7+0.2% | Added |
| Systematic Financial Management LP | 3,920 | $1.21M | 0.04% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 3,939 | $1.21M | 0.22% | −33−0.8% | Reduced |
| Koss-Olinger Consulting, LLC | 3,942 | $1.22M | 0.20% | −319−7.5% | Reduced |
| Independent Family Office, LLC | 3,940 | $1.22M | 0.40% | 00.0% | Unchanged |
| Falcon Wealth Planning | 3,946 | $1.22M | 0.38% | −321−7.5% | Reduced |
| Pettinga Financial Advisors, LLC | 3,948 | $1.22M | 0.30% | +288+7.9% | Added |
| Foundry Partners, LLC | 3,950 | $1.22M | 0.06% | −169−4.1% | Reduced |
| Monograph Wealth Advisors, LLC | 3,951 | $1.22M | 0.31% | +80+2.1% | Added |
| Hill Island Financial LLC | 3,951 | $1.22M | 0.45% | +282+7.7% | Added |
| Georgetown University | 3,955 | $1.22M | 0.31% | +7+0.2% | Added |
| Adamsbrown Wealth Consultants LLC | 3,954 | $1.22M | 0.97% | +745+23.2% | Added |