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 |
|---|---|---|---|---|---|
| Shufro Rose & Co LLC | 116,499 | $35.9M | 2.77% | −4,071−3.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 116,447 | $35.9M | 4.01% | −497−0.4% | Reduced |
| Clarkston Capital Partners, LLC | 116,434 | $35.9M | 0.60% | +71+0.1% | Added |
| Oxbow Advisors, LLC | 116,429 | $35.9M | 3.61% | +15,295+15.1% | Added |
| Yarbrough Capital, LLC | 116,141 | $35.8M | 2.04% | +1,122+1.0% | Added |
| BTC Capital Management, Inc. | 116,146 | $35.8M | 3.54% | +2,374+2.1% | Added |
| DF Dent & Co Inc | 115,825 | $35.7M | 0.41% | +7,353+6.8% | Added |
| Callahan Advisors, LLC | 115,799 | $35.7M | 4.07% | +673+0.6% | Added |
| Cypress Capital, LLC | 114,753 | $35.4M | 4.34% | +235+0.2% | Added |
| Transform Wealth, LLC | 114,535 | $35.3M | 3.96% | +1,842+1.6% | Added |
| Janney Capital Management LLC | 114,276 | $35.2M | 2.50% | +1,299+1.1% | Added |
| Churchill Management Corp | 114,225 | $35.2M | 0.62% | −3,160−2.7% | Reduced |
| Truxt Investmentos Ltda. | 113,600 | $35.0M | 6.28% | +113,600 | New |
| Dixon Hubard Feinour & Brown Inc | 113,138 | $34.9M | 3.49% | −1,879−1.6% | Reduced |
| WMS Partners, LLC | 112,506 | $34.7M | 4.76% | +5,340+5.0% | Added |
| Fairview Capital Investment Management, LLC | 112,363 | $34.6M | 2.16% | +3,649+3.4% | Added |
| Cavalry Management Group, LLC | 111,982 | $34.5M | 2.91% | −24,167−17.8% | Reduced |
| B. Riley Wealth Management, Inc. | 111,918 | $34.5M | 2.66% | −3,958−3.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 111,848 | $34.5M | 1.54% | +18,138+19.4% | Added |
| Wellington Shields Capital Management, LLC | 173,591 | $34.5M | 3.77% | +40,151+30.1% | Added |
| First American Trust, FSB | 111,167 | $34.3M | 4.73% | +6,425+6.1% | Added |
| Horiko Capital Management LLC | 111,131 | $34.3M | 16.23% | −16,030−12.6% | Reduced |
| De Burlo Group Inc | 110,853 | $34.2M | 6.36% | −9,547−7.9% | Reduced |
| Fagan Associates, Inc. | 110,764 | $34.1M | 7.01% | −181−0.2% | Reduced |
| Garde Capital, Inc. | 110,759 | $34.1M | 3.51% | −7,974−6.7% | Reduced |
| Private Asset Management Inc | 110,618 | $34.1M | 4.62% | +500.0% | Added |
| James Investment Research Inc | 110,581 | $34.1M | 3.58% | −11,688−9.6% | Reduced |
| Dynamic Advisor Solutions LLC | 110,298 | $34.0M | 2.37% | +31,994+40.9% | Added |
| Galvin, Gaustad & Stein, LLC | 110,198 | $34.0M | 3.06% | +251+0.2% | Added |
| Howe & Rusling Inc | 110,169 | $34.0M | 3.93% | +1,369+1.3% | Added |
| Bank of Nova Scotia Trust Co | 110,083 | $33.9M | 2.96% | −19,225−14.9% | Reduced |
| Miura Global Management, LLC | 110,000 | $33.9M | 11.02% | −110,000−50.0% | Reduced |
| PFS Investments Inc. | 109,437 | $33.7M | 0.64% | +12,440+12.8% | Added |
| Girard Partners Ltd. | 109,048 | $33.6M | 3.68% | +1,552+1.4% | Added |
| Hilton Capital Management, LLC | 109,020 | $33.6M | 3.59% | −36,603−25.1% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 109,010 | $33.6M | 5.17% | +593+0.5% | Added |
| Hudson Valley Investment Advisors Inc | 108,805 | $33.5M | 4.52% | −2,566−2.3% | Reduced |
| LaFleur & Godfrey LLC | 108,689 | $33.5M | 4.50% | +2,243+2.1% | Added |
| Hallmark Capital Management Inc | 108,676 | $33.5M | 2.80% | −1,585−1.4% | Reduced |
| Pennsylvania Capital Management Inc | 108,304 | $33.4M | 14.25% | −4,313−3.8% | Reduced |
| Partners Capital Investment Group, LLP | 108,086 | $33.3M | 1.64% | −82,756−43.4% | Reduced |
| KMG Fiduciary Partners, LLC | 108,045 | $33.3M | 5.33% | +1,801+1.7% | Added |
| Tokio Marine Asset Management Co Ltd | 108,037 | $33.3M | 2.63% | +11,825+12.3% | Added |
| Global Endowment Management, LP | 107,410 | $33.1M | 2.36% | +12,208+12.8% | Added |
| Meridian Wealth Management, LLC | 107,159 | $33.0M | 3.61% | +758+0.7% | Added |
| Archon Partners LLC | 107,000 | $33.0M | 4.37% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 106,805 | $32.9M | 6.42% | −8,671−7.5% | Reduced |
| Light Street Capital Management, LLC | 106,455 | $32.8M | 2.56% | +42,150+65.5% | Added |
| Means Investment Co., Inc. | 106,432 | $32.8M | 5.94% | +2,239+2.1% | Added |
| Main Street Research LLC | 106,343 | $32.8M | 3.09% | −40,052−27.4% | Reduced |
| German American Bancorp, Inc. | 106,291 | $32.8M | 4.79% | −360.0% | Reduced |
| 180 Wealth Advisors, LLC | 114,848 | $32.8M | 7.15% | −367−0.3% | Reduced |
| Claar Advisors LLC | 106,207 | $32.7M | 9.59% | −4,410−4.0% | Reduced |
| Transcend Wealth Collective, LLC | 105,892 | $32.6M | 2.92% | +9,147+9.5% | Added |
| Canandaigua National Corp | 105,780 | $32.6M | 4.96% | −185−0.2% | Reduced |
| Abbrea Capital, LLC | 105,495 | $32.5M | 4.56% | −70.0% | Reduced |
| Independent Financial Group, LLC | 104,780 | $32.3M | 2.63% | +6,687+6.8% | Added |
| Fosun International Ltd | 103,895 | $32.2M | 2.78% | +1,007+1.0% | Added |
| First Financial Bank - Trust Division | 104,311 | $32.2M | 3.42% | +1,886+1.8% | Added |
| Jacobs & Co | 104,281 | $32.2M | 3.56% | +756+0.7% | Added |
| Hunter Associates Investment Management LLC | 103,696 | $32.0M | 10.29% | −5,847−5.3% | Reduced |
| We Are One Seven, LLC | 103,656 | $32.0M | 3.43% | +716+0.7% | Added |
| Van Hulzen Asset Management, LLC | 103,395 | $31.9M | 3.38% | +15,424+17.5% | Added |
| Penobscot Investment Management Company, Inc. | 103,219 | $31.8M | 4.64% | +258+0.3% | Added |
| Principle Wealth Partners LLC | 103,201 | $31.8M | 3.35% | +186+0.2% | Added |
| FourThought Financial, LLC | 102,626 | $31.7M | 4.01% | +5,335+5.5% | Added |
| Money Concepts Capital Corp | 102,574 | $31.6M | 1.78% | +49,920+94.8% | Added |
| Mengis Capital Management, Inc. | 102,519 | $31.6M | 6.06% | −2,848−2.7% | Reduced |
| Country Club Bank | 100,664 | $31.6M | 2.74% | +100,664 | New |
| Murphy Capital Management Inc | 102,447 | $31.6M | 3.66% | −1,603−1.5% | Reduced |
| Nicola Wealth Management Ltd. | 102,455 | $31.6M | 2.78% | +29,800+41.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 133,757 | $31.6M | 3.21% | −3,223−2.4% | Reduced |
| Falcon Edge Capital, LP | 102,399 | $31.6M | 2.85% | +25,402+33.0% | Added |
| RWWM, Inc. | 102,349 | $31.6M | 3.53% | −18,376−15.2% | Reduced |
| Silicon Valley Capital Partners | 102,340 | $31.6M | 5.18% | +8,186+8.7% | Added |
| Bridgeway Capital Management, LLC | 102,275 | $31.5M | 0.61% | −2,350−2.2% | Reduced |
| Bourne Lent Asset Management Inc | 102,247 | $31.5M | 9.87% | −12,298−10.7% | Reduced |
| Atika Capital Management LLC | 102,000 | $31.4M | 2.99% | −33,000−24.4% | Reduced |
| Polaris Wealth Advisory Group, LLC | 104,211 | $31.4M | 2.10% | −4,513−4.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 101,772 | $31.4M | 1.78% | +10,228+11.2% | Added |
| Connors Investor Services Inc | 101,615 | $31.3M | 3.26% | +5,790+6.0% | Added |
| Diversified Trust Co | 101,502 | $31.3M | 1.09% | −121−0.1% | Reduced |
| Simmons Bank | 101,120 | $31.2M | 2.33% | −316−0.3% | Reduced |
| Point72 Asset Management, L.P. | 101,055 | $31.2M | 0.14% | −252,251−71.4% | Reduced |
| Resources Investment Advisors, LLC. | 100,930 | $31.1M | 1.18% | +10,423+11.5% | Added |
| North Star Investment Management Corp. | 100,563 | $31.0M | 2.42% | −573−0.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 100,513 | $31.0M | 2.71% | +24,271+31.8% | Added |
| Wintrust Investments LLC | 100,460 | $31.0M | 2.98% | −6,051−5.7% | Reduced |
| Savant Capital, LLC | 100,288 | $30.9M | 1.01% | +2,790+2.9% | Added |
| Avitas Wealth Management LLC | 100,235 | $30.9M | 5.58% | +65,842+191.4% | Added |
| Terry L. Blaker | 100,103 | $30.9M | 2.53% | −518−0.5% | Reduced |
| Bloom Tree Partners, LLC | 100,077 | $30.9M | 5.00% | +26,927+36.8% | Added |
| Greenbrier Partners Capital Management, LLC | 100,000 | $30.8M | 2.91% | 00.0% | Unchanged |
| Private Trust Co NA | 99,709 | $30.7M | 4.80% | −2,843−2.8% | Reduced |
| Parus Finance (UK) Ltd | 99,555 | $30.7M | 10.97% | −8,783−8.1% | Reduced |
| Credential Qtrade Securities Inc. | 99,531 | $30.7M | 1.94% | +8,998+9.9% | Added |
| Culbertson A N & Co Inc | 99,499 | $30.7M | 5.77% | −917−0.9% | Reduced |
| Brookstone Capital Management | 107,266 | $30.6M | 0.60% | +7,254+7.3% | Added |
| Sycomore Asset Management | 96,846 | $30.5M | 5.32% | −11,193−10.4% | Reduced |
| Moreno Evelyn V | 99,029 | $30.5M | 6.18% | +5,013+5.3% | Added |