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
- +51 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
- 157
- 2,193 more added
- Sold out
- 106
- 1,907 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 |
|---|---|---|---|---|---|
| Pitcairn Co | 87,499 | $27.0M | 2.35% | +564+0.6% | Added |
| St Germain D J Co Inc | 87,334 | $26.9M | 1.51% | −5,730−6.2% | Reduced |
| Rollins Financial | 87,301 | $26.9M | 7.91% | +872+1.0% | Added |
| Anchor Investment Management, LLC | 87,228 | $26.9M | 3.39% | +547+0.6% | Added |
| Summit Global Investments | 87,116 | $26.9M | 1.98% | −42,452−32.8% | Reduced |
| Northern Oak Wealth Management Inc | 87,054 | $26.8M | 3.29% | −1,225−1.4% | Reduced |
| Hillman Co | 86,945 | $26.8M | 10.01% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 86,612 | $26.7M | 4.90% | +556+0.6% | Added |
| SP Asset Management | 86,608 | $26.7M | 2.87% | +485+0.6% | Added |
| Burleson & Company, LLC | 86,583 | $26.7M | 4.31% | −14,413−14.3% | Reduced |
| United Asset Strategies, Inc. | 86,363 | $26.6M | 3.39% | −5,144−5.6% | Reduced |
| Cypress Capital Group | 86,285 | $26.6M | 3.30% | +1,671+2.0% | Added |
| Fulcrum Capital LLC | 86,233 | $26.6M | 7.12% | −503−0.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 86,075 | $26.5M | 4.05% | −2,344−2.7% | Reduced |
| Progressive Investment Management Corp | 86,051 | $26.5M | 8.36% | −921−1.1% | Reduced |
| Ivy Lane Capital Management, LLC | 86,000 | $26.5M | 20.57% | 00.0% | Unchanged |
| Conning Inc. | 85,968 | $26.5M | 0.72% | −3,611−4.0% | Reduced |
| Bath Savings Trust Co | 85,958 | $26.5M | 3.02% | −223−0.3% | Reduced |
| Blue Fin Capital, Inc. | 85,870 | $26.5M | 7.67% | +577+0.7% | Added |
| Bank Hapoalim BM | 85,718 | $26.4M | 2.75% | −4,314−4.8% | Reduced |
| Cadinha & Co LLC | 85,193 | $26.3M | 3.78% | −113−0.1% | Reduced |
| PKO Investment Management Joint-Stock Co | 85,000 | $26.2M | 3.17% | +25,000+41.7% | Added |
| BancorpSouth Bank | 84,973 | $26.2M | 3.26% | +182+0.2% | Added |
| King Wealth | 84,734 | $26.1M | 5.13% | +1,531+1.8% | Added |
| Somerville Kurt F | 84,695 | $26.1M | 4.20% | −3,061−3.5% | Reduced |
| HHR Asset Management, LLC | 84,513 | $26.1M | 4.72% | −26,633−24.0% | Reduced |
| Caldwell Trust Co | 84,403 | $26.0M | 3.10% | −297−0.4% | Reduced |
| Westchester Capital Management, Inc. | 84,293 | $26.0M | 6.70% | +195+0.2% | Added |
| Covenant Asset Management, LLC | 83,846 | $25.9M | 7.78% | +316+0.4% | Added |
| Cobblestone Capital Advisors LLC | 83,841 | $25.8M | 1.75% | −502−0.6% | Reduced |
| Auxano Advisors, LLC | 83,276 | $25.7M | 10.93% | +2,538+3.1% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 83,244 | $25.7M | 4.37% | +40,996+97.0% | Added |
| Vista Equity Partners Management, LLC | 83,226 | $25.7M | 0.22% | +1,044+1.3% | Added |
| Prime Capital Investment Advisors, LLC | 76,114 | $25.6M | 1.42% | −4,301−5.3% | Reduced |
| Rings Capital Management LLC | 83,000 | $25.6M | 12.30% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 82,957 | $25.6M | 4.06% | −378−0.5% | Reduced |
| Pioneer Trust Bank N A | 82,940 | $25.6M | 6.98% | +1,905+2.4% | Added |
| First Nebraska Trust Co | 82,782 | $25.5M | 3.02% | −270.0% | Reduced |
| Mirova | 82,756 | $25.5M | 3.42% | +25,073+43.5% | Added |
| Foster Dykema Cabot & Co Inc | 82,638 | $25.5M | 3.07% | +825+1.0% | Added |
| JLB & Associates Inc | 82,617 | $25.5M | 3.81% | −1,834−2.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 82,560 | $25.5M | 5.60% | −5,797−6.6% | Reduced |
| Interval Partners, LP | 82,300 | $25.4M | 1.91% | +41,550+102.0% | Added |
| Cutler Investment Counsel LLC | 82,295 | $25.4M | 3.52% | +2,042+2.5% | Added |
| Noked Capital LTD | 82,160 | $25.3M | 7.71% | +72,670+765.8% | Added |
| Noked Israel Ltd | 82,160 | $25.3M | 7.71% | +72,670+765.8% | Added |
| Coastline Trust Co | 81,606 | $25.2M | 3.06% | +2,149+2.7% | Added |
| Modera Wealth Management, LLC | 81,578 | $25.2M | 1.11% | −39,158−32.4% | Reduced |
| Chemung Canal Trust Co | 81,521 | $25.1M | 4.87% | −1,050−1.3% | Reduced |
| First Western Trust Bank | 79,855 | $25.1M | 1.29% | +79,855 | New |
| Buffington Mohr McNeal | 81,249 | $25.1M | 4.74% | −1,647−2.0% | Reduced |
| Lake Street Advisors Group, LLC | 81,198 | $25.0M | 1.59% | +12,863+18.8% | Added |
| Axxcess Wealth Management, LLC | 80,753 | $24.9M | 1.99% | +3,457+4.5% | Added |
| Belpointe Asset Management LLC | 80,740 | $24.9M | 1.51% | +5,468+7.3% | Added |
| Lyell Wealth Management, LP | 80,651 | $24.9M | 3.20% | +3,540+4.6% | Added |
| Charter Trust Co | 80,612 | $24.9M | 2.23% | −5,627−6.5% | Reduced |
| Essex Financial Services, Inc. | 80,514 | $24.8M | 2.38% | −7,422−8.4% | Reduced |
| Nelson Capital Management, LLC | 80,358 | $24.8M | 4.85% | +6,393+8.6% | Added |
| Integrated Advisors Network LLC | 80,321 | $24.8M | 1.45% | −3,393−4.1% | Reduced |
| AO Asset Management, LP | 80,310 | $24.8M | 6.73% | −50,990−38.8% | Reduced |
| Spearhead Capital Advisors, LLC | 80,300 | $24.8M | 3.07% | +3,341+4.3% | Added |
| Jasper Ridge Partners, L.P. | 80,288 | $24.8M | 1.22% | +28,830+56.0% | Added |
| Cincinnati Casualty Co | 80,000 | $24.7M | 14.35% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 79,945 | $24.6M | 1.35% | −5,612−6.6% | Reduced |
| Marco Investment Management LLC | 79,895 | $24.6M | 2.50% | −1,178−1.5% | Reduced |
| Hills Bank & Trust Co | 79,846 | $24.6M | 3.51% | −503−0.6% | Reduced |
| Princeton Capital Management LLC | 79,668 | $24.6M | 7.63% | −451−0.6% | Reduced |
| Northwest Investment Counselors, LLC | 79,486 | $24.5M | 6.47% | −2,939−3.6% | Reduced |
| Guardian Capital Advisors LP | 86,503 | $24.4M | 2.38% | −1,892−2.1% | Reduced |
| McIlrath & Eck, LLC | 79,053 | $24.4M | 7.05% | −38,648−32.8% | Reduced |
| Ashburton (Jersey) Ltd | 77,462 | $24.3M | 9.70% | −51−0.1% | Reduced |
| Zeke Capital Advisors, LLC | 78,821 | $24.3M | 1.23% | +53,729+214.1% | Added |
| Checchi Capital Advisers, LLC | 78,803 | $24.3M | 2.50% | +3,436+4.6% | Added |
| HPC Germany GmbH & Co. KG | 78,826 | $24.3M | 15.99% | +78,826 | New |
| Intrust Bank NA | 78,729 | $24.3M | 3.07% | −2,734−3.4% | Reduced |
| AdvisorNet Financial, Inc | 78,675 | $24.3M | 1.53% | +2,081+2.7% | Added |
| Webster Bank, N. A. | 78,635 | $24.2M | 2.81% | −1,459−1.8% | Reduced |
| Buckley Wealth Management, LLC | 78,587 | $24.2M | 6.56% | +4,692+6.3% | Added |
| Lathrop Investment Management Corp | 78,507 | $24.2M | 5.11% | −8,291−9.6% | Reduced |
| M. Kraus & Co | 78,424 | $24.2M | 8.14% | −4,477−5.4% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 78,300 | $24.1M | 0.93% | +11,421+17.1% | Added |
| Thompson Investment Management, Inc. | 78,229 | $24.1M | 3.55% | −1,204−1.5% | Reduced |
| Bensler, LLC | 78,089 | $24.1M | 5.07% | +33,803+76.3% | Added |
| EULAV Asset Management | 78,028 | $24.1M | 0.72% | +11,995+18.2% | Added |
| Spence Asset Management | 77,995 | $24.0M | 6.47% | +2,137+2.8% | Added |
| ProVise Management Group, LLC | 77,870 | $24.0M | 2.27% | +77+0.1% | Added |
| Courier Capital LLC | 77,409 | $23.9M | 2.39% | −3,439−4.3% | Reduced |
| Zimmer Partners, LP | 77,300 | $23.8M | 0.35% | +77,300 | New |
| Parker Investment Management, LLC | 77,292 | $23.8M | 4.07% | −1,051−1.3% | Reduced |
| Mark Stevens | 77,052 | $23.8M | 2.65% | −5,086−6.2% | Reduced |
| Edge Capital Group, LLC | 76,986 | $23.7M | 1.63% | −8,065−9.5% | Reduced |
| Paragon Capital Management Ltd | 76,978 | $23.7M | 4.44% | −10.0% | Reduced |
| Altrafin AG | 76,701 | $23.6M | 9.30% | +29,699+63.2% | Added |
| Wright Investors Service Inc | 76,695 | $23.6M | 5.88% | −2,424−3.1% | Reduced |
| Lowell Blake & Associates Inc. | 76,572 | $23.6M | 8.90% | +7,651+11.1% | Added |
| Synergy Financial Management, LLC | 76,047 | $23.4M | 5.64% | −6,178−7.5% | Reduced |
| Claret Asset Management Corp | 75,988 | $23.4M | 4.50% | +1,151+1.5% | Added |
| Financial Partners Capital Management LLC | 75,928 | $23.4M | 4.34% | −1,346−1.7% | Reduced |
| CMH Wealth Management LLC | 75,820 | $23.4M | 7.19% | +4,572+6.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 75,509 | $23.3M | 3.36% | +8,811+13.2% | Added |