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
- 4,550
- +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
- 1,906 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 |
|---|---|---|---|---|---|
| Adamsbrown Wealth Consultants LLC | 3,954 | $1.22M | 0.97% | +745+23.2% | Added |
| Act Wealth Management, LLC | 3,968 | $1.22M | 0.70% | −129−3.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 3,970 | $1.22M | 0.01% | −836−17.4% | Reduced |
| RS Crum Inc. | 3,975 | $1.23M | 0.69% | −227−5.4% | Reduced |
| Smith & Howard Wealth Management, LLC | 3,978 | $1.23M | 0.52% | −165−4.0% | Reduced |
| Ampfield Management, L.P. | 3,978 | $1.23M | 1.41% | 00.0% | Unchanged |
| Guardian Financial Partners, LLC | 4,483 | $1.23M | 1.26% | +203+4.7% | Added |
| Thrive Capital Management, LLC | 3,989 | $1.23M | 0.74% | +875+28.1% | Added |
| Concentrum Wealth Management | 3,999 | $1.23M | 0.79% | +100+2.6% | Added |
| Oasis Management Co Ltd. | 4,000 | $1.23M | 0.21% | +4,000 | New |
| Braun-Bostich & Associates Inc. | 4,004 | $1.23M | 2.65% | −26,143−86.7% | Reduced |
| Pasadena Private Wealth, LLC | 4,017 | $1.24M | 0.40% | −2,203−35.4% | Reduced |
| Diker Management LLC | 4,037 | $1.25M | 1.00% | −6,102−60.2% | Reduced |
| Thompson Davis & Co., Inc. | 4,039 | $1.25M | 1.52% | +22+0.5% | Added |
| Windsor Capital Management, LLC | 4,038 | $1.25M | 0.39% | +35+0.9% | Added |
| New Vernon Investment Management LLC | 4,042 | $1.25M | 1.74% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 4,045 | $1.25M | 0.99% | −257−6.0% | Reduced |
| Range Financial Group LLC | 4,047 | $1.25M | 0.80% | +133+3.4% | Added |
| Axiom Investment Management LLC | 4,056 | $1.25M | 2.72% | −13,568−77.0% | Reduced |
| Soditic Asset Management LLP | 4,065 | $1.25M | 0.74% | −41,025−91.0% | Reduced |
| Fiducient Advisors LLC | 4,075 | $1.26M | 0.47% | +1,031+33.9% | Added |
| Precision Wealth Strategies, LLC | 4,073 | $1.26M | 0.75% | +1,412+53.1% | Added |
| Cairn Investment Group, Inc. | 4,081 | $1.26M | 0.80% | +192+4.9% | Added |
| CJM Wealth Advisers, Ltd. | 4,087 | $1.26M | 0.86% | 00.0% | Unchanged |
| Palladiem, LLC | 4,108 | $1.27M | 1.12% | +10.0% | Added |
| Spectrum Planning & Advisory Services Inc. | 4,109 | $1.27M | 1.16% | +225+5.8% | Added |
| Santori & Peters | 4,115 | $1.27M | 0.72% | +249+6.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 4,121 | $1.27M | 0.74% | −122−2.9% | Reduced |
| Bridge Advisory, LLC | 4,125 | $1.27M | 0.56% | −455−9.9% | Reduced |
| Fountainhead AM, LLC | 4,155 | $1.28M | 0.57% | −377−8.3% | Reduced |
| Ironsides Asset Advisors, LLC | 4,170 | $1.29M | 0.39% | −242−5.5% | Reduced |
| Red Tortoise LLC | 4,176 | $1.29M | 1.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 4,181 | $1.29M | 0.47% | −1,893−31.2% | Reduced |
| Brickley Wealth Management | 4,221 | $1.30M | 0.35% | +1,081+34.4% | Added |
| Redwood Financial Network Corp | 4,221 | $1.30M | 1.21% | +4,221 | New |
| Coury Firm Asset Management LLC | 4,226 | $1.30M | 1.13% | −151−3.4% | Reduced |
| Sonen Capital LLC | 4,236 | $1.30M | 1.58% | −3,417−44.6% | Reduced |
| Odey Holdings Ltd | 4,236 | $1.31M | 9.31% | 00.0% | Unchanged |
| Security Financial Services, INC. | 4,255 | $1.31M | 0.42% | +98+2.4% | Added |
| FSB Premier Wealth Management, Inc. | 4,537 | $1.31M | 0.66% | −606−11.8% | Reduced |
| Capital Square, LLC | 4,264 | $1.31M | 0.94% | +190+4.7% | Added |
| Ritter Daniher Financial Advisory, LLC | 4,265 | $1.31M | 0.91% | +163+4.0% | Added |
| Legacy Financial Strategies, LLC | 4,268 | $1.32M | 0.56% | +768+21.9% | Added |
| Avenue 1 Advisors, LLC | 4,276 | $1.32M | 0.73% | +276+6.9% | Added |
| Concorde Asset Management, LLC | 4,276 | $1.32M | 0.88% | +2,110+97.4% | Added |
| SFG Wealth Management, LLC. | 4,283 | $1.32M | 1.24% | −279−6.1% | Reduced |
| TLWM | 4,304 | $1.32M | 0.46% | +152+3.7% | Added |
| Tacita Capital Inc | 4,296 | $1.32M | 0.77% | 00.0% | Unchanged |
| Capasso Planning Partners LLC | 4,308 | $1.33M | 0.94% | −19−0.4% | Reduced |
| Lansing Street Advisors | 4,482 | $1.33M | 0.85% | +4,482 | New |
| Axiom Financial Strategies, LLC | 4,798 | $1.33M | 0.67% | +33+0.7% | Added |
| Peterson Wealth Management | 4,322 | $1.33M | 0.89% | −3,560−45.2% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,490 | $1.33M | 0.55% | +100+2.3% | Added |
| Holistic Financial Partners | 4,340 | $1.34M | 0.85% | +41+1.0% | Added |
| Benedetti & Gucer, Inc. | 4,341 | $1.34M | 0.90% | +375+9.5% | Added |
| Alliance Wealth Management Group | 4,370 | $1.35M | 0.44% | +10.0% | Added |
| Gladius Capital Management LP | 4,368 | $1.35M | 0.46% | +3,119+249.7% | Added |
| S. Muoio & Co. LLC | 4,377 | $1.35M | 1.59% | −1,366−23.8% | Reduced |
| Value Partners Investments Inc. | 4,375 | $1.35M | 0.11% | +661+17.8% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,382 | $1.35M | 1.05% | −103−2.3% | Reduced |
| Bramshill Investments, LLC | 4,392 | $1.35M | 0.19% | −2,810−39.0% | Reduced |
| Wealth Management Solutions, LLC | 4,396 | $1.35M | 0.70% | −119−2.6% | Reduced |
| Lyon Street Capital, LLC | 4,400 | $1.36M | 2.02% | −733−14.3% | Reduced |
| Dougherty Wealth Advisers LLC | 4,412 | $1.36M | 2.05% | 00.0% | Unchanged |
| Grand Central Investment Group | 4,417 | $1.36M | 1.61% | −3,782−46.1% | Reduced |
| Arlington Financial Advisors, LLC | 4,446 | $1.37M | 0.52% | −803−15.3% | Reduced |
| Pitti Group Wealth Management, LLC | 4,452 | $1.37M | 1.60% | +239+5.7% | Added |
| Marotta Asset Management | 5,656 | $1.37M | 0.32% | +854+17.8% | Added |
| Davidson Capital Management Inc. | 4,466 | $1.38M | 0.51% | −148−3.2% | Reduced |
| Vista Private Wealth Partners. LLC | 4,456 | $1.38M | 0.55% | +1,214+37.4% | Added |
| Quantbot Technologies LP | 4,491 | $1.38M | 0.12% | −17,504−79.6% | Reduced |
| FSA Wealth Management LLC | 4,115 | $1.38M | 0.81% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 4,488 | $1.38M | 1.08% | +483+12.1% | Added |
| Quantedge Capital Pte Ltd | 4,500 | $1.39M | 0.41% | 00.0% | Unchanged |
| Taconic Capital Advisors LP | 4,500 | $1.39M | 0.05% | +1,500+50.0% | Added |
| Shay Capital LLC | 4,500 | $1.39M | 0.50% | +2,900+181.3% | Added |
| Asset Allocation & Management Company, LLC | 4,500 | $1.39M | 0.50% | +3,000+200.0% | Added |
| Carter Financial Group, INC. | 4,498 | $1.39M | 1.86% | +4,498 | New |
| Coastwise Capital Group, LLC | 4,498 | $1.39M | 1.72% | +4,498 | New |
| Vericrest Private Wealth | 4,504 | $1.39M | 1.44% | +20.0% | Added |
| X-Square Capital, LLC | 4,517 | $1.39M | 0.72% | −211−4.5% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 4,522 | $1.39M | 0.48% | +8+0.2% | Added |
| Northwest Wealth Management, LLC | 4,536 | $1.40M | 0.69% | +37+0.8% | Added |
| Fca Corp | 4,550 | $1.40M | 0.49% | 00.0% | Unchanged |
| Tevis Investment Management | 4,580 | $1.41M | 1.27% | +126+2.8% | Added |
| Meridian Wealth Partners, LLC | 4,587 | $1.42M | 0.30% | +456+11.0% | Added |
| Karn, Couzens & Associates, Inc. | 4,594 | $1.42M | 0.90% | 00.0% | Unchanged |
| Retirement Group, LLC | 4,607 | $1.42M | 0.55% | −4−0.1% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 4,603 | $1.42M | 1.56% | +4,603 | New |
| Pacific Sun Financial Corp | 4,608 | $1.42M | 0.78% | +30+0.7% | Added |
| Brand Asset Management Group, Inc. | 4,618 | $1.42M | 0.63% | +677+17.2% | Added |
| Peterson Wealth Advisors, LLC | 4,633 | $1.43M | 0.42% | −15,901−77.4% | Reduced |
| Helen Stephens Group, LLC | 4,633 | $1.43M | 0.98% | −4−0.1% | Reduced |
| Consolidated Planning Corp | 4,632 | $1.43M | 0.99% | +110+2.4% | Added |
| Trinity Financial Advisors LLC | 4,636 | $1.43M | 0.89% | +40+0.9% | Added |
| Droms Strauss Advisors Inc | 4,563 | $1.43M | 0.72% | +179+4.1% | Added |
| Conrad Siegel Investment Advisors, Inc. | 4,658 | $1.44M | 1.30% | +10+0.2% | Added |
| One Charles Private Wealth Services, LLC | 4,671 | $1.44M | 0.90% | −41−0.9% | Reduced |
| Brown University | 4,678 | $1.44M | 0.35% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 4,678 | $1.44M | 0.84% | +23+0.5% | Added |