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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 98,969 | $30.5M | 0.26% | −2,384−2.4% | Reduced |
| Harbor Investment Advisory, LLC | 98,961 | $30.5M | 4.04% | +1,726+1.8% | Added |
| Lee Danner & Bass Inc | 98,963 | $30.5M | 2.60% | +3,358+3.5% | Added |
| Mitchell Capital Management Co | 98,876 | $30.5M | 6.82% | +1,248+1.3% | Added |
| Robertson Stephens Wealth Management, LLC | 98,459 | $30.4M | 2.62% | +5,290+5.7% | Added |
| NBT Bank N A | 98,427 | $30.3M | 4.06% | −3,133−3.1% | Reduced |
| Madison Wealth Management | 98,367 | $30.3M | 6.40% | −158−0.2% | Reduced |
| Scholtz & Company, LLC | 98,193 | $30.3M | 11.95% | −402−0.4% | Reduced |
| Clare Market Investments LLC | 98,172 | $30.3M | 9.65% | −2,386−2.4% | Reduced |
| Moneta Group Investment Advisors LLC | 97,979 | $30.2M | 1.19% | +2,412+2.5% | Added |
| Capital Analysts, LLC | 97,747 | $30.1M | 1.91% | −1,547−1.6% | Reduced |
| Monetary Management Group Inc | 97,712 | $30.1M | 7.98% | −400−0.4% | Reduced |
| Evoke Wealth, LLC | 97,698 | $30.1M | 0.99% | −10.0% | Reduced |
| RiverFront Investment Group, LLC | 97,655 | $30.1M | 0.96% | +14,228+17.1% | Added |
| Visionary Wealth Advisors | 97,640 | $30.1M | 2.42% | +3,902+4.2% | Added |
| Stonebridge Capital Advisors LLC | 97,570 | $30.1M | 3.25% | +3,475+3.7% | Added |
| Ballentine Partners, LLC | 97,521 | $30.1M | 0.94% | +3,093+3.3% | Added |
| Gladstone Institutional Advisory LLC | 97,477 | $30.1M | 2.03% | +19,815+25.5% | Added |
| Emerson Point Capital LP | 97,221 | $30.0M | 5.91% | −5,198−5.1% | Reduced |
| Schnieders Capital Management LLC | 97,050 | $29.9M | 7.13% | +1,808+1.9% | Added |
| Pallas Capital Advisors LLC | 106,870 | $29.9M | 3.82% | −22,461−17.4% | Reduced |
| ExodusPoint Capital Management, LP | 96,998 | $29.9M | 0.44% | −781,917−89.0% | Reduced |
| 1st Source Bank | 96,526 | $29.8M | 1.83% | −2,773−2.8% | Reduced |
| Absher Wealth Management, LLC | 96,498 | $29.8M | 5.08% | +822+0.9% | Added |
| Professional Advisory Services Inc | 96,343 | $29.7M | 4.26% | +5,763+6.4% | Added |
| Blue Chip Partners, Inc. | 96,300 | $29.7M | 3.69% | −8,559−8.2% | Reduced |
| First Hawaiian Bank | 96,261 | $29.7M | 0.92% | −1,876−1.9% | Reduced |
| Smithfield Trust Co | 95,792 | $29.5M | 1.90% | −1,955−2.0% | Reduced |
| Great Valley Advisor Group, Inc. | 93,461 | $29.4M | 1.72% | +8,171+9.6% | Added |
| Altium Wealth Management LLC | 95,058 | $29.3M | 1.89% | +8,026+9.2% | Added |
| Vicus Capital | 94,977 | $29.3M | 2.94% | +996+1.1% | Added |
| Sky Investment Group LLC | 94,936 | $29.3M | 6.18% | −173−0.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 94,571 | $29.2M | 0.49% | −5,286−5.3% | Reduced |
| Fort Sheridan Advisors LLC | 94,570 | $29.2M | 8.55% | +1,217+1.3% | Added |
| Rossmore Private Capital | 94,453 | $29.1M | 4.53% | +628+0.7% | Added |
| Dock Street Asset Management Inc | 94,452 | $29.1M | 5.23% | +1,016+1.1% | Added |
| Gillespie Robinson & Grimm Inc | 94,376 | $29.1M | 2.55% | −12,623−11.8% | Reduced |
| Edge Wealth Management LLC | 94,302 | $29.1M | 5.73% | +1,354+1.5% | Added |
| Ironwood Investment Counsel, LLC | 94,284 | $29.1M | 7.14% | −3,066−3.1% | Reduced |
| Osborne Partners Capital Management, LLC | 94,095 | $29.0M | 2.14% | +166+0.2% | Added |
| Alpha Family Trust | 94,041 | $29.0M | 11.76% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 93,905 | $29.0M | 1.13% | +19,148+25.6% | Added |
| Goelzer Investment Management, Inc. | 93,718 | $28.9M | 2.50% | −17,772−15.9% | Reduced |
| Pacific Global Investment Management CO | 93,680 | $28.9M | 5.65% | −1,294−1.4% | Reduced |
| Madison Asset Management, LLC | 93,427 | $28.8M | 0.41% | +3,521+3.9% | Added |
| Alerus Financial NA | 93,348 | $28.8M | 2.45% | −1,861−2.0% | Reduced |
| Teamwork Financial Advisors, LLC | 93,347 | $28.8M | 5.36% | +59,559+176.3% | Added |
| Level Four Advisory Services, LLC | 93,333 | $28.8M | 2.25% | −69−0.1% | Reduced |
| Greatmark Investment Partners, Inc. | 93,114 | $28.7M | 4.72% | −127−0.1% | Reduced |
| J.W. Cole Advisors, Inc. | 92,914 | $28.6M | 1.92% | +6,801+7.9% | Added |
| Parcion Private Wealth LLC | 92,088 | $28.6M | 2.68% | −11,547−11.1% | Reduced |
| Thoroughbred Financial Services, LLC | 92,584 | $28.5M | 4.67% | +31,168+50.7% | Added |
| Thames Capital Management LLC | 92,570 | $28.5M | 6.02% | 00.0% | Unchanged |
| Covington Investment Advisors Inc. | 92,560 | $28.5M | 5.97% | +2,941+3.3% | Added |
| Orion Portfolio Solutions, LLC | 92,535 | $28.5M | 1.00% | +2,144+2.4% | Added |
| Buckingham Strategic Partners | 92,263 | $28.4M | 2.83% | +92,263 | New |
| Fiduciary Group LLC | 108,754 | $28.3M | 3.74% | −1,772−1.6% | Reduced |
| Bowling Portfolio Management LLC | 91,735 | $28.3M | 6.09% | +1,659+1.8% | Added |
| Dividend Assets Capital, LLC | 91,668 | $28.3M | 5.34% | −961−1.0% | Reduced |
| Sepio Capital, LP | 91,581 | $28.2M | 2.48% | −12,703−12.2% | Reduced |
| Amussen Hunsaker Associates LLC | 91,191 | $28.2M | 6.53% | +6,800+8.1% | Added |
| Cape Cod Five Cents Savings Bank | 91,223 | $28.1M | 2.84% | −4,781−5.0% | Reduced |
| Boenning & Scattergood, Inc. | 91,095 | $28.1M | 4.52% | +544+0.6% | Added |
| Schmidt P J Investment Management Inc | 101,107 | $28.1M | 6.23% | −518−0.5% | Reduced |
| Hartline Investment Corp | 103,206 | $28.0M | 3.56% | +1,627+1.6% | Added |
| Rempart Asset Management Inc. | 90,641 | $27.9M | 5.69% | −8,684−8.7% | Reduced |
| Citizens Business Bank | 90,556 | $27.9M | 3.37% | +1,228+1.4% | Added |
| Strategic Advisors LLC | 90,497 | $27.9M | 4.84% | −7,861−8.0% | Reduced |
| Private Advisory Group LLC | 90,316 | $27.8M | 5.45% | +10,288+12.9% | Added |
| Central Securities Corp | 90,000 | $27.7M | 2.95% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 89,791 | $27.7M | 2.29% | −1,912−2.1% | Reduced |
| Griffin Asset Management, Inc. | 89,781 | $27.7M | 3.59% | −1,826−2.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 89,762 | $27.7M | 0.39% | −8,906−9.0% | Reduced |
| Overbrook Management Corp | 89,745 | $27.7M | 6.13% | +540+0.6% | Added |
| Cyrus J. Lawrence, LLC | 89,662 | $27.6M | 6.33% | +89,662 | New |
| American Assets Investment Management, LLC | 89,650 | $27.6M | 2.92% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 88,061 | $27.6M | 0.97% | −6,600−7.0% | Reduced |
| Beck Bode, LLC | 89,597 | $27.6M | 6.22% | +32,998+58.3% | Added |
| SeaCrest Wealth Management, LLC | 89,548 | $27.6M | 3.17% | −1,048−1.2% | Reduced |
| D L Carlson Investment Group Inc | 89,531 | $27.6M | 4.59% | −6,268−6.5% | Reduced |
| Greenwood Gearhart Inc | 89,514 | $27.6M | 3.79% | +3,317+3.8% | Added |
| Leavell Investment Management, Inc. | 89,355 | $27.5M | 1.89% | −793−0.9% | Reduced |
| LSV Asset Management | 89,345 | $27.5M | 0.05% | −900−1.0% | Reduced |
| Wallington Asset Management, LLC | 89,292 | $27.5M | 4.76% | +478+0.5% | Added |
| Foyston, Gordon, & Payne Inc | 89,259 | $27.5M | 6.74% | −4,496−4.8% | Reduced |
| Perigon Wealth Management, LLC | 89,217 | $27.5M | 1.95% | +1,339+1.5% | Added |
| Peachtree Investment Partners, LLC | 89,204 | $27.5M | 12.63% | +1,392+1.6% | Added |
| Mechanics Bank Trust Department | 89,021 | $27.4M | 4.24% | −182−0.2% | Reduced |
| Icon Wealth Partners, LLC | 89,022 | $27.4M | 2.74% | +15,453+21.0% | Added |
| Wellington Shields & Co., LLC | 88,950 | $27.4M | 9.02% | +2,257+2.6% | Added |
| Waldron Private Wealth LLC | 88,853 | $27.4M | 1.40% | +2,754+3.2% | Added |
| Baker Tilly Wealth Management, LLC | 88,775 | $27.4M | 3.03% | +5,487+6.6% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 88,375 | $27.3M | 0.83% | +13,026+17.3% | Added |
| Freemont Management S.A. | 88,561 | $27.3M | 4.12% | −38,900−30.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 88,503 | $27.3M | 3.02% | +50,307+131.7% | Added |
| Allen Operations LLC | 88,383 | $27.2M | 4.80% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 88,182 | $27.2M | 0.83% | +6,504+8.0% | Added |
| Gifford Fong Associates | 88,168 | $27.2M | 4.97% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 88,151 | $27.2M | 1.71% | +5,162+6.2% | Added |
| Mass Ave Global Inc. | 87,529 | $27.0M | 10.52% | +56,863+185.4% | Added |