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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Fingerlakes Wealth Management, Inc. | 4,697 | $1.45M | 1.69% | −93−1.9% | Reduced |
| Pin Oak Investment Advisors Inc | 4,698 | $1.45M | 1.55% | −25−0.5% | Reduced |
| Petix & Botte Co | 4,708 | $1.45M | 0.45% | +2,354+100.0% | Added |
| Peak Financial Management, Inc. | 4,711 | $1.45M | 0.49% | +785+20.0% | Added |
| Bayshore Asset Management, LLC | 4,716 | $1.45M | 1.07% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 4,724 | $1.46M | 0.71% | +10+0.2% | Added |
| Raleigh Capital Management Inc. | 4,722 | $1.46M | 0.79% | +4,668+8,644.4% | Added |
| Pensionmark Financial Group, LLC | 4,733 | $1.46M | 0.30% | +143+3.1% | Added |
| North Point Portfolio Managers Corp | 4,735 | $1.46M | 0.21% | −40−0.8% | Reduced |
| Paladin Advisory Group, LLC | 4,728 | $1.46M | 1.19% | +4,728 | New |
| Angeles Investment Advisors, LLC | 4,750 | $1.46M | 0.10% | −52,234−91.7% | Reduced |
| Planning Alternatives Ltd | 4,753 | $1.47M | 0.23% | −243−4.9% | Reduced |
| Alken Asset Management Ltd. | 4,693 | $1.47M | 4.92% | +4,693 | New |
| KRS Capital Management, LLC | 4,781 | $1.47M | 1.60% | +218+4.8% | Added |
| TriaGen Wealth Management LLC | 4,786 | $1.48M | 0.77% | −144−2.9% | Reduced |
| Barber Financial Group, Inc. | 4,788 | $1.48M | 0.20% | −78−1.6% | Reduced |
| Reston Wealth Management LLC | 4,794 | $1.48M | 0.76% | +44+0.9% | Added |
| United Community Bank | 4,794 | $1.48M | 1.48% | 00.0% | Unchanged |
| Joseph Group Capital Management | 4,815 | $1.49M | 1.50% | +251+5.5% | Added |
| Willis Johnson & Associates, Inc. | 4,828 | $1.49M | 0.20% | +232+5.0% | Added |
| Columbia Advisory Partners LLC | 4,836 | $1.49M | 1.50% | +68+1.4% | Added |
| Armbruster Capital Management, Inc. | 4,841 | $1.49M | 0.36% | −635−11.6% | Reduced |
| Fort, L.P. | 4,847 | $1.49M | 0.56% | −539−10.0% | Reduced |
| Greenspring Advisors, LLC | 4,846 | $1.49M | 0.40% | +102+2.2% | Added |
| Retirement Planning Group | 4,862 | $1.50M | 0.16% | −86−1.7% | Reduced |
| Ullmann Financial Group, Inc. | 4,865 | $1.50M | 0.38% | +91+1.9% | Added |
| Curtis Advisory Group, LLC | 4,882 | $1.50M | 0.51% | −26−0.5% | Reduced |
| Northern Capital Management, Inc. | 4,904 | $1.51M | 1.24% | −544−10.0% | Reduced |
| Eagle Harbor Asset Management Inc | 4,921 | $1.52M | 1.96% | +1,373+38.7% | Added |
| Driehaus Capital Management LLC | 4,957 | $1.53M | 0.02% | −298−5.7% | Reduced |
| Verus Financial Partners, Inc. | 5,437 | $1.53M | 0.22% | −4,550−45.6% | Reduced |
| Arcus Capital Partners, LLC | 4,973 | $1.53M | 0.54% | −1,756−26.1% | Reduced |
| Silverleafe Capital Partners, LLC | 4,975 | $1.53M | 0.69% | +149+3.1% | Added |
| Opus Investment Management Inc | 5,000 | $1.54M | 0.24% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 5,000 | $1.54M | 0.62% | +3,500+233.3% | Added |
| USAdvisors Wealth Management, LLC | 5,011 | $1.54M | 0.66% | −195−3.7% | Reduced |
| Wick Capital Partners, LLC | 5,017 | $1.55M | 1.02% | −400−7.4% | Reduced |
| EWG Elevate Inc. | 5,036 | $1.55M | 0.61% | +248+5.2% | Added |
| Diversified Portfolios, Inc. | 5,060 | $1.56M | 0.37% | −406−7.4% | Reduced |
| Resolute Financial, LLC | 5,061 | $1.56M | 1.27% | −40−0.8% | Reduced |
| Advance Capital Management, Inc. | 5,065 | $1.56M | 0.19% | +248+5.1% | Added |
| Astoria Portfolio Advisors LLC. | 5,071 | $1.56M | 1.22% | −564−10.0% | Reduced |
| Accel Wealth Management | 5,050 | $1.56M | 0.81% | −354−6.6% | Reduced |
| Compass Ion Advisors, LLC | 5,076 | $1.56M | 0.48% | −686−11.9% | Reduced |
| First Affirmative Financial Network | 5,082 | $1.57M | 1.50% | −141−2.7% | Reduced |
| Wealthstream Advisors, Inc. | 5,086 | $1.57M | 1.37% | +362+7.7% | Added |
| BMS Financial Advisors, LLC | 5,093 | $1.57M | 1.00% | +1,326+35.2% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 5,107 | $1.57M | 1.21% | +112+2.2% | Added |
| Facet Wealth, Inc. | 5,113 | $1.58M | 0.14% | +317+6.6% | Added |
| BigSur Wealth Management LLC | 5,123 | $1.58M | 0.62% | +113+2.3% | Added |
| Seldon Capital LP | 5,126 | $1.58M | 0.93% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $1.58M | 0.46% | – | – |
| IFG Advisors, LLC | 5,142 | $1.58M | 0.70% | +143+2.9% | Added |
| Paloma Partners Management Co | 5,157 | $1.59M | 0.12% | −20,092−79.6% | Reduced |
| VELA Investment Management, LLC | 5,161 | $1.59M | 1.00% | +340+7.1% | Added |
| Aletheian Wealth Advisors LLC | 5,164 | $1.59M | 1.51% | +974+23.2% | Added |
| OneAscent Financial Services LLC | 5,168 | $1.59M | 1.14% | +1,233+31.3% | Added |
| Covestor Ltd | 5,173 | $1.59M | 1.10% | +2,277+78.6% | Added |
| Parkside Investments, LLC | 5,177 | $1.60M | 0.31% | +2,675+106.9% | Added |
| Hardy Reed LLC | 5,184 | $1.60M | 0.30% | −104−2.0% | Reduced |
| Aspireon Wealth Advisors | 5,186 | $1.60M | 0.60% | +10.0% | Added |
| Mason Investment Advisory Services, Inc. | 5,190 | $1.60M | 0.14% | −6,492−55.6% | Reduced |
| Freedman Financial Associates, Inc. | 5,085 | $1.60M | 1.10% | +73+1.5% | Added |
| Lloyd Park, LLC | 5,214 | $1.61M | 1.77% | +253+5.1% | Added |
| Tolleson Wealth Management, Inc. | 5,218 | $1.61M | 0.48% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 5,220 | $1.61M | 0.45% | +247+5.0% | Added |
| Vista Investment Management | 5,223 | $1.61M | 0.88% | +95+1.9% | Added |
| CBIZ Investment Advisory Services, LLC | 5,223 | $1.61M | 0.13% | +1,754+50.6% | Added |
| Dixon Fnancial Services, Inc. | 5,227 | $1.61M | 1.23% | +46+0.9% | Added |
| Beacon Capital Management, LLC | 5,228 | $1.61M | 0.38% | +5,228 | New |
| Stephens Consulting, LLC | 5,239 | $1.62M | 1.33% | −1,671−24.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 5,285 | $1.63M | 1.46% | +57+1.1% | Added |
| Cordasco Financial Network | 5,289 | $1.63M | 1.05% | −334−5.9% | Reduced |
| O'Dell Group, LLC | 5,297 | $1.63M | 0.48% | −12−0.2% | Reduced |
| River & Mercantile Investments Ltd | 5,312 | $1.64M | 0.36% | +5,312 | New |
| LifePro Asset Management | 5,325 | $1.64M | 0.59% | −559−9.5% | Reduced |
| Berkeley, Inc | 5,354 | $1.65M | 1.15% | +10.0% | Added |
| Center For Asset Management LLC | 5,355 | $1.65M | 1.28% | −1,090−16.9% | Reduced |
| New York Life Investments Alternatives | 5,357 | $1.65M | 1.14% | +884+19.8% | Added |
| Eos Focused Equity Management, L.P. | 5,359 | $1.65M | 1.41% | −3,349−38.5% | Reduced |
| N.E.W. Advisory Services LLC | 7,026 | $1.66M | 0.31% | −283−3.9% | Reduced |
| LFA - Lugano Financial Advisors SA | 5,377 | $1.66M | 1.11% | −1,323−19.7% | Reduced |
| Kalos Management, Inc. | 5,456 | $1.66M | 1.14% | −3,934−41.9% | Reduced |
| Fermata Advisors, LLC | 5,376 | $1.66M | 0.62% | −758−12.4% | Reduced |
| Salomon & Ludwin, LLC | 5,391 | $1.66M | 0.24% | +731+15.7% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 5,400 | $1.67M | 0.54% | −13,057−70.7% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 5,400 | $1.67M | 0.48% | +278+5.4% | Added |
| Engrave Wealth Partners LLC | 5,403 | $1.67M | 0.62% | +14+0.3% | Added |
| Operose Advisors LLC | 5,403 | $1.67M | 1.15% | +405+8.1% | Added |
| Gabelli & Co Investment Advisers, Inc. | 5,410 | $1.67M | 0.22% | 00.0% | Unchanged |
| Vahanian & Associates Financial Planning Inc. | 5,413 | $1.67M | 3.86% | −6,940−56.2% | Reduced |
| Applied Research Investments, LLC | 5,437 | $1.68M | 5.00% | −18,665−77.4% | Reduced |
| 4J Wealth Management LLC | 5,437 | $1.68M | 1.47% | +5+0.1% | Added |
| Lionsbridge Wealth Management LLC | 5,453 | $1.68M | 1.95% | −239−4.2% | Reduced |
| Barden Capital Management, Inc. | 5,459 | $1.68M | 1.65% | −1,378−20.2% | Reduced |
| Connective Portfolio Management, LLC | 5,479 | $1.69M | 3.72% | −7,000−56.1% | Reduced |
| Select Asset Management & Trust | 5,485 | $1.69M | 1.45% | −200−3.5% | Reduced |
| Selective Wealth Management, Inc. | 5,506 | $1.70M | 0.62% | −1,146−17.2% | Reduced |
| Aurora Private Wealth, Inc. | 5,511 | $1.70M | 0.70% | +428+8.4% | Added |
| TD Ameritrade Investment Management, LLC | 5,511 | $1.70M | 0.01% | +499+10.0% | Added |