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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 56,848 | $17.5M | 3.92% | +4,210+8.0% | Added |
| Glen Eagle Advisors, LLC | 56,695 | $17.5M | 4.56% | −343−0.6% | Reduced |
| New England Asset Management Inc | 56,646 | $17.5M | 0.28% | −170−0.3% | Reduced |
| China Universal Asset Management Co., Ltd. | 56,550 | $17.4M | 6.17% | −57,676−50.5% | Reduced |
| Lincoln Capital Corp | 56,429 | $17.4M | 9.07% | +776+1.4% | Added |
| RPG Investment Advisory, LLC | 56,369 | $17.4M | 2.84% | +3,000+5.6% | Added |
| Crossvault Capital Management LLC | 56,326 | $17.4M | 5.60% | −1,342−2.3% | Reduced |
| Investment Advisory Services Inc | 56,246 | $17.3M | 9.67% | −59−0.1% | Reduced |
| BW Gestao de Investimentos Ltda. | 56,135 | $17.3M | 3.67% | −11,467−17.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 56,126 | $17.3M | 3.91% | +1,491+2.7% | Added |
| Nishkama Capital, LLC | 56,119 | $17.3M | 5.27% | −2,773−4.7% | Reduced |
| RBF Capital, LLC | 55,000 | $17.3M | 1.11% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 67,776 | $17.2M | 1.31% | +1,259+1.9% | Added |
| Strategy Asset Managers LLC | 55,835 | $17.2M | 3.73% | +3,510+6.7% | Added |
| SevenBridge Financial Group, LLC | 55,768 | $17.2M | 6.04% | −3,313−5.6% | Reduced |
| TrinityPoint Wealth, LLC | 55,762 | $17.2M | 3.11% | −941−1.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 55,680 | $17.2M | 3.72% | −2,530−4.3% | Reduced |
| Shikiar Asset Management Inc | 55,666 | $17.2M | 4.86% | +789+1.4% | Added |
| Zweig-DiMenna Associates LLC | 55,638 | $17.2M | 2.60% | −63,905−53.5% | Reduced |
| Asset Planning Services Inc | 55,492 | $17.1M | 9.80% | −50−0.1% | Reduced |
| JCIC Asset Management Inc. | 55,470 | $17.1M | 5.29% | −806−1.4% | Reduced |
| BKD Wealth Advisors, LLC | 55,460 | $17.1M | 0.72% | +3,309+6.3% | Added |
| McCollum Christoferson Group LLC | 55,426 | $17.1M | 4.22% | −435−0.8% | Reduced |
| Cubic Asset Management, LLC | 55,333 | $17.1M | 3.97% | −9,090−14.1% | Reduced |
| Cardinal Capital Management | 55,287 | $17.0M | 3.45% | −202−0.4% | Reduced |
| WESPAC Advisors SoCal, LLC | 55,223 | $17.0M | 5.25% | +517+0.9% | Added |
| Mitchell Sinkler & Starr | 55,216 | $17.0M | 5.33% | −160−0.3% | Reduced |
| Elk River Wealth Management, LLC | 55,203 | $17.0M | 3.72% | +2,544+4.8% | Added |
| Moloney Securities Asset Management, LLC | 55,201 | $17.0M | 3.30% | −2,655−4.6% | Reduced |
| Montecito Bank & Trust | 55,190 | $17.0M | 3.18% | −1,040−1.8% | Reduced |
| YorkBridge Wealth Partners, LLC | 55,175 | $17.0M | 3.73% | +549+1.0% | Added |
| Stockman Wealth Management, Inc. | 55,161 | $17.0M | 3.53% | +69+0.1% | Added |
| Mather Group, LLC. | 54,986 | $17.0M | 0.33% | +21,799+65.7% | Added |
| Spectrum Management Group, LLC | 54,969 | $16.9M | 2.69% | −5,967−9.8% | Reduced |
| Focus Financial Network, Inc. | 54,809 | $16.9M | 1.18% | −13,949−20.3% | Reduced |
| West Coast Financial LLC | 54,754 | $16.9M | 2.59% | +140+0.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 54,735 | $16.9M | 8.49% | −2,987−5.2% | Reduced |
| Strategic Blueprint, LLC | 54,651 | $16.8M | 1.96% | +2,579+5.0% | Added |
| Graypoint LLC | 54,617 | $16.8M | 1.66% | +15,107+38.2% | Added |
| Advisory Research Inc | 54,561 | $16.8M | 1.35% | +14,399+35.9% | Added |
| Hoertkorn Richard Charles | 54,505 | $16.8M | 7.38% | −1,770−3.1% | Reduced |
| Hedeker Wealth, LLC | 54,494 | $16.8M | 5.09% | +425+0.8% | Added |
| Flagship Harbor Advisors, LLC | 54,463 | $16.8M | 1.62% | +440+0.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 54,271 | $16.7M | 1.53% | +3,975+7.9% | Added |
| Zuckerman Investment Group, LLC | 54,230 | $16.7M | 2.70% | +250.0% | Added |
| Hotaling Investment Management, LLC | 54,228 | $16.7M | 6.43% | +360+0.7% | Added |
| Grand Jean Capital Management Inc | 54,204 | $16.7M | 4.59% | −400−0.7% | Reduced |
| Legacy Private Trust Co. | 54,160 | $16.7M | 1.30% | +7,964+17.2% | Added |
| Seizert Capital Partners, LLC | 54,040 | $16.7M | 0.77% | −5,592−9.4% | Reduced |
| Valmark Advisers, Inc. | 54,013 | $16.7M | 0.29% | +4,287+8.6% | Added |
| Allred Capital Management, LLC | 54,005 | $16.6M | 8.79% | −1,507−2.7% | Reduced |
| Ally Financial Inc. | 54,000 | $16.6M | 1.92% | +54,000 | New |
| Institute for Wealth Management, LLC. | 53,911 | $16.6M | 2.72% | +1,118+2.1% | Added |
| Duncker Streett & Co Inc | 53,874 | $16.6M | 3.30% | −3,569−6.2% | Reduced |
| BFSG, LLC | 53,828 | $16.6M | 2.63% | −652−1.2% | Reduced |
| Capital Investment Counsel, Inc | 53,811 | $16.6M | 3.45% | −3,030−5.3% | Reduced |
| Rench Wealth Management, Inc. | 53,619 | $16.5M | 7.52% | −3,014−5.3% | Reduced |
| Wealthcare Advisory Partners LLC | 53,543 | $16.5M | 1.00% | −2,045−3.7% | Reduced |
| Hartford Financial Management Inc. | 53,498 | $16.5M | 3.98% | −35−0.1% | Reduced |
| Mattern Wealth Management LLC | 53,425 | $16.5M | 5.39% | +1,269+2.4% | Added |
| Benin Management CORP | 53,287 | $16.4M | 5.05% | +3,861+7.8% | Added |
| Koshinski Asset Management, Inc. | 53,287 | $16.4M | 1.35% | −4,495−7.8% | Reduced |
| Cornerstone Wealth Management, LLC | 53,279 | $16.4M | 1.60% | −504−0.9% | Reduced |
| Schechter Investment Advisors, LLC | 53,233 | $16.4M | 1.53% | +1,492+2.9% | Added |
| Executive Wealth Management, LLC | 53,201 | $16.4M | 1.78% | −3,657−6.4% | Reduced |
| Sigma Investment Counselors Inc | 53,193 | $16.4M | 1.18% | +664+1.3% | Added |
| Gardner Lewis Asset Management L P | 53,115 | $16.4M | 3.06% | +10,019+23.2% | Added |
| Paragon Capital Management LLC | 53,085 | $16.4M | 8.35% | +120.0% | Added |
| swisspartners Ltd. | 53,090 | $16.4M | 12.95% | −319−0.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 53,058 | $16.4M | 6.77% | −477−0.9% | Reduced |
| Tairen Capital Ltd | 52,881 | $16.3M | 2.07% | +29,387+125.1% | Added |
| Osher Van de Voorde Investment Management | 52,756 | $16.3M | 3.61% | +2,813+5.6% | Added |
| Joel Isaacson & Co., LLC | 57,951 | $16.3M | 1.20% | +968+1.7% | Added |
| Baker Chad R | 52,625 | $16.2M | 3.66% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 52,456 | $16.2M | 1.45% | +683+1.3% | Added |
| Morse Asset Management, Inc | 52,442 | $16.2M | 4.02% | −12,518−19.3% | Reduced |
| Decatur Capital Management, Inc. | 52,413 | $16.2M | 9.40% | +120+0.2% | Added |
| CRA Financial Services, LLC | 52,364 | $16.1M | 4.86% | +247+0.5% | Added |
| Annex Advisory Services, LLC | 52,283 | $16.1M | 1.18% | +6,473+14.1% | Added |
| Hamilton Point Investment Advisors, LLC | 52,232 | $16.1M | 4.15% | +154+0.3% | Added |
| Ascent Group, LLC | 52,178 | $16.1M | 1.87% | +1,510+3.0% | Added |
| Greenwich Wealth Management LLC | 52,150 | $16.1M | 1.64% | −62−0.1% | Reduced |
| Centaurus Financial, Inc. | 51,992 | $16.0M | 1.27% | −5,055−8.9% | Reduced |
| Benedict Financial Advisors Inc | 51,939 | $16.0M | 4.28% | −1,697−3.2% | Reduced |
| Condor Capital Management | 51,916 | $16.0M | 1.78% | +840+1.6% | Added |
| Wills Financial Group, Inc. | 51,847 | $16.0M | 6.71% | +304+0.6% | Added |
| Columbus Hill Capital Management, L.P. | 51,834 | $16.0M | 4.44% | −20,178−28.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 51,804 | $16.0M | 0.85% | +1,230+2.4% | Added |
| Pennant Investors, LP | 51,787 | $16.0M | 6.40% | +5,000+10.7% | Added |
| Fragasso Group Inc. | 51,783 | $16.0M | 1.88% | +1,342+2.7% | Added |
| HCR Wealth Advisors | 51,724 | $15.9M | 2.61% | +1,265+2.5% | Added |
| AMJ Financial Wealth Management | 51,714 | $15.9M | 6.39% | +2,110+4.3% | Added |
| Family Management Corp | 51,708 | $15.9M | 4.42% | +854+1.7% | Added |
| Security National Bank | 51,684 | $15.9M | 3.64% | −560−1.1% | Reduced |
| Journey Advisory Group, LLC | 51,616 | $15.9M | 4.03% | +5,049+10.8% | Added |
| Avidian Wealth Solutions, LLC | 51,503 | $15.9M | 0.99% | −6,804−11.7% | Reduced |
| Minot Wealth Management LLC | 51,493 | $15.9M | 3.42% | −425−0.8% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 51,375 | $15.8M | 12.19% | −500−1.0% | Reduced |
| American Money Management, LLC | 51,372 | $15.8M | 4.21% | +1,023+2.0% | Added |
| NTV Asset Management LLC | 51,304 | $15.8M | 2.65% | −371−0.7% | Reduced |