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 |
|---|---|---|---|---|---|
| Marble Harbor Investment Counsel, LLC | 170,001 | $52.4M | 6.51% | −1,037−0.6% | Reduced |
| Baxter Bros Inc | 169,056 | $52.1M | 7.83% | −2,483−1.4% | Reduced |
| Capital Investment Services of America, Inc. | 154,639 | $52.0M | 4.71% | 00.0% | Unchanged |
| Guardian Capital LP | 168,515 | $52.0M | 1.01% | +1,094+0.7% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 169,541 | $51.9M | 3.59% | +66,332+64.3% | Added |
| Majedie Asset Management Ltd | 168,086 | $51.7M | 4.24% | +990+0.6% | Added |
| Brewin Dolphin Wealth Management Ltd | 167,111 | $51.5M | 5.76% | −1,658−1.0% | Reduced |
| Kestra Private Wealth Services, LLC | 166,754 | $51.4M | 2.55% | +627+0.4% | Added |
| Jag Capital Management, LLC | 217,340 | $51.2M | 5.12% | −13,888−6.0% | Reduced |
| BLB&B Advisors, LLC | 165,983 | $51.2M | 3.44% | +3,334+2.0% | Added |
| Lowe Brockenbrough & Co Inc | 165,918 | $51.2M | 3.78% | +2,709+1.7% | Added |
| MIG Capital, LLC | 165,868 | $51.1M | 5.24% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 165,279 | $51.0M | 4.18% | −1,352−0.8% | Reduced |
| JS Capital Management LLC | 165,000 | $50.9M | 3.96% | +60,000+57.1% | Added |
| Narwhal Capital Management | 164,564 | $50.7M | 5.94% | +3,738+2.3% | Added |
| Jones Financial Companies LLLP | 164,443 | $50.7M | 0.08% | +3,550+2.2% | Added |
| Albion Financial Group | 164,220 | $50.6M | 4.31% | +1,225+0.8% | Added |
| Grassi Investment Management | 164,193 | $50.6M | 5.34% | +102+0.1% | Added |
| CSM Advisors, LLC | 163,702 | $50.5M | 3.50% | −22,840−12.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 163,431 | $50.4M | 3.82% | +37,980+30.3% | Added |
| Dowling & Yahnke LLC | 163,102 | $50.3M | 2.19% | +1,916+1.2% | Added |
| Mutual Advisors, LLC | 162,745 | $50.2M | 2.81% | +5,048+3.2% | Added |
| Matthew Goff Investment Advisor, LLC | 162,429 | $50.1M | 11.75% | −1,824−1.1% | Reduced |
| Congress Wealth Management LLC | 161,832 | $49.9M | 1.09% | −8,506−5.0% | Reduced |
| Cornerstone Capital, Inc. | 161,267 | $49.7M | 5.58% | −17,249−9.7% | Reduced |
| Burney Co | 161,229 | $49.7M | 2.28% | −3,263−2.0% | Reduced |
| Matrix Asset Advisors Inc | 161,051 | $49.7M | 6.68% | +2,218+1.4% | Added |
| Bragg Financial Advisors, Inc | 160,485 | $49.5M | 2.88% | +1,816+1.1% | Added |
| Valeo Financial Advisors, LLC | 190,327 | $49.3M | 2.55% | +19,504+11.4% | Added |
| Montag A & Associates Inc | 159,636 | $49.2M | 2.61% | +3,950+2.5% | Added |
| Insight Holdings Group, LLC | 159,400 | $49.1M | 0.67% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 159,056 | $49.0M | 2.68% | −60,475−27.5% | Reduced |
| Prospera Financial Services Inc | 158,291 | $48.8M | 2.04% | +10,434+7.1% | Added |
| IMC-Chicago, LLC | 157,791 | $48.6M | 2.35% | +85,624+118.6% | Added |
| Levin Capital Strategies, L.P. | 157,738 | $48.6M | 4.79% | +1,460+0.9% | Added |
| Manitou Investment Management Ltd. | 157,639 | $48.6M | 7.46% | +1,609+1.0% | Added |
| Nicholas Hoffman & Company, LLC. | 157,603 | $48.6M | 1.94% | +1,128+0.7% | Added |
| Colonial Trust Advisors | 157,268 | $48.5M | 5.74% | −2,752−1.7% | Reduced |
| Palisade Asset Management, LLC | 156,322 | $48.2M | 5.53% | +954+0.6% | Added |
| Boston Common Asset Management, LLC | 156,151 | $48.1M | 2.08% | −1,426−0.9% | Reduced |
| Integrated Wealth Concepts LLC | 155,697 | $48.0M | 1.47% | −240−0.2% | Reduced |
| Gradient Investments LLC | 155,345 | $47.9M | 1.23% | +2,358+1.5% | Added |
| Vigilant Capital Management, LLC | 155,312 | $47.9M | 3.66% | −3,032−1.9% | Reduced |
| Balyasny Asset Management LLC | 155,046 | $47.8M | 0.21% | −541,671−77.7% | Reduced |
| Grimes & Company, Inc. | 154,952 | $47.8M | 2.49% | +1,494+1.0% | Added |
| Clearstead Advisors, LLC | 154,514 | $47.6M | 3.24% | +9,152+6.3% | Added |
| Robeco Schweiz AG | 154,309 | $47.6M | 0.67% | +8,452+5.8% | Added |
| HB Wealth Management, LLC | 154,147 | $47.5M | 0.88% | +40,481+35.6% | Added |
| Eagle Ridge Investment Management | 153,895 | $47.4M | 5.06% | −1,842−1.2% | Reduced |
| Pictet North America Advisors SA | 153,001 | $47.2M | 5.47% | −43,118−22.0% | Reduced |
| Boston Family Office LLC | 152,968 | $47.2M | 3.36% | +4,565+3.1% | Added |
| Park Avenue Securities LLC | 152,754 | $47.1M | 0.83% | +10,719+7.5% | Added |
| Parallel Advisors, LLC | 149,894 | $47.0M | 1.87% | −17,998−10.7% | Reduced |
| Adell Harriman & Carpenter Inc | 152,585 | $47.0M | 4.57% | +261+0.2% | Added |
| Forbes J M & Co LLP | 152,503 | $47.0M | 5.95% | −1,144−0.7% | Reduced |
| MainStreet Investment Advisors LLC | 152,075 | $46.9M | 4.38% | −1,604−1.0% | Reduced |
| Itau Unibanco Holding S.A. | 151,693 | $46.8M | 1.41% | +80,188+112.1% | Added |
| Burns J W & Co Inc | 151,507 | $46.7M | 7.43% | −8,551−5.3% | Reduced |
| Gamco Investors, Inc. Et Al | 151,153 | $46.6M | 0.42% | −2,042−1.3% | Reduced |
| Northeast Financial Consultants Inc | 150,819 | $46.5M | 2.69% | +11,379+8.2% | Added |
| Buckingham Strategic Wealth, LLC | 150,447 | $46.4M | 0.91% | +686+0.5% | Added |
| Jackson Wealth Management, LLC | 150,406 | $46.4M | 6.44% | −28,486−15.9% | Reduced |
| Randolph Co Inc | 150,258 | $46.3M | 5.95% | −32,821−17.9% | Reduced |
| FRG Family Wealth Advisors LLC | 150,049 | $46.3M | 9.00% | −4,500−2.9% | Reduced |
| Ledyard National Bank | 150,010 | $46.2M | 4.63% | −1,237−0.8% | Reduced |
| Choate Investment Advisors | 149,814 | $46.2M | 2.45% | +17,320+13.1% | Added |
| North Star Asset Management Inc | 149,595 | $46.1M | 2.54% | −494−0.3% | Reduced |
| Castle Hook Partners LP | 149,232 | $46.0M | 4.48% | +55,210+58.7% | Added |
| Abner Herrman & Brock LLC | 148,824 | $45.9M | 6.44% | −317−0.2% | Reduced |
| Beaumont Financial Partners, LLC | 148,778 | $45.9M | 3.49% | +6,194+4.3% | Added |
| Governors Lane LP | 148,200 | $45.7M | 3.53% | +57,192+62.8% | Added |
| Wolverine Trading, LLC | 145,324 | $45.6M | 1.34% | −1,333,828−90.2% | Reduced |
| Horizon Investments, LLC | 147,889 | $45.6M | 1.30% | +21,182+16.7% | Added |
| Allworth Financial LP | 147,385 | $45.4M | 0.58% | +43,189+41.4% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 147,093 | $45.4M | 11.78% | +62,707+74.3% | Added |
| Coerente Capital Management | 146,668 | $45.2M | 9.03% | +1,257+0.9% | Added |
| HRT Financial LP | 146,219 | $45.1M | 0.32% | +143,394+5,075.9% | Added |
| Signature Estate & Investment Advisors LLC | 145,806 | $45.0M | 2.06% | +97,173+199.8% | Added |
| WestEnd Advisors, LLC | – | $44.8M | 1.20% | – | – |
| Apollon Wealth Management, LLC | 144,563 | $44.6M | 3.17% | −4,669−3.1% | Reduced |
| Waratah Capital Advisors Ltd. | 143,309 | $44.2M | 2.05% | −10,739−7.0% | Reduced |
| Kings Point Capital Management | 143,180 | $44.1M | 3.85% | −420−0.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 141,170 | $44.1M | 3.18% | +11,003+8.5% | Added |
| Tandem Investment Advisors, Inc. | 142,204 | $43.8M | 2.69% | +6,080+4.5% | Added |
| Anchor Capital Advisors LLC | 142,199 | $43.8M | 0.94% | −1,793−1.2% | Reduced |
| Wedgewood Partners Inc | 142,079 | $43.8M | 6.18% | +12,050+9.3% | Added |
| Untitled Investments LP | 141,816 | $43.7M | 10.10% | +44,304+45.4% | Added |
| Te Ahumairangi Investment Management Ltd | 141,677 | $43.7M | 5.93% | +15,126+12.0% | Added |
| Cypress Capital Management LLC | 141,216 | $43.5M | 5.47% | −705−0.5% | Reduced |
| S&CO Inc | 140,944 | $43.5M | 3.05% | +1,500+1.1% | Added |
| Western Wealth Management, LLC | 140,891 | $43.4M | 2.11% | +79,142+128.2% | Added |
| SCS Capital Management LLC | 140,566 | $43.3M | 0.99% | +437+0.3% | Added |
| Bellevue Asset Management, LLC | 138,707 | $43.3M | 26.56% | +16,299+13.3% | Added |
| BTR Capital Management Inc | 140,430 | $43.3M | 5.33% | −664−0.5% | Reduced |
| Hoey Investments, Inc | 140,231 | $43.2M | 12.09% | +7,532+5.7% | Added |
| Parsons Capital Management Inc | 139,890 | $43.1M | 3.26% | −1,702−1.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 139,242 | $42.9M | 4.65% | −3,664−2.6% | Reduced |
| Carret Asset Management, LLC | 138,711 | $42.8M | 4.90% | −2,706−1.9% | Reduced |
| Moody National Bank Trust Division | 138,529 | $42.7M | 1.32% | −13,253−8.7% | Reduced |
| Heritage Wealth Advisors | 138,008 | $42.5M | 2.35% | +3,449+2.6% | Added |