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 |
|---|---|---|---|---|---|
| Zhang Financial LLC | 51,206 | $15.8M | 2.67% | +2,793+5.8% | Added |
| Roberts Glore & Co Inc | 51,183 | $15.8M | 4.55% | −5,529−9.7% | Reduced |
| Harbor Island Capital LLC | 51,182 | $15.8M | 7.58% | 00.0% | Unchanged |
| Gratus Capital LLC | 51,148 | $15.8M | 1.52% | −25,212−33.0% | Reduced |
| Lake Street Financial LLC | 51,099 | $15.8M | 2.85% | +827+1.6% | Added |
| Farmers National Bank | 51,085 | $15.8M | 5.46% | +215+0.4% | Added |
| Bluegrass Capital Partners LP | 51,000 | $15.7M | 10.84% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 50,903 | $15.7M | 3.94% | −6,004−10.6% | Reduced |
| Kore Private Wealth LLC | 50,644 | $15.6M | 1.96% | +2,481+5.2% | Added |
| CFM Wealth Partners LLC | 50,547 | $15.6M | 3.73% | +730+1.5% | Added |
| ACG Wealth | 50,498 | $15.6M | 2.94% | −47,643−48.5% | Reduced |
| Whalerock Point Partners, LLC | 50,178 | $15.5M | 5.48% | +1,197+2.4% | Added |
| First National Bank & Trust Co of Newtown | 50,175 | $15.5M | 3.13% | −656−1.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 50,133 | $15.5M | 1.21% | −1,422−2.8% | Reduced |
| Codex Capital, L.L.C. | 50,100 | $15.4M | 9.50% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 50,050 | $15.4M | 5.57% | −234−0.5% | Reduced |
| Boston Research & Management Inc | 50,046 | $15.4M | 4.48% | −3,299−6.2% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 50,033 | $15.4M | 1.37% | +5,101+11.4% | Added |
| Cadence Bank NA | 50,022 | $15.4M | 4.30% | −59−0.1% | Reduced |
| Telemark Asset Management, LLC | 50,000 | $15.4M | 1.36% | 00.0% | Unchanged |
| Gabalex Capital Management LLC | 50,000 | $15.4M | 7.11% | +5,000+11.1% | Added |
| Valicenti Advisory Services Inc | 49,959 | $15.4M | 4.05% | +260+0.5% | Added |
| Summit Financial, LLC | 49,946 | $15.4M | 1.20% | +6,795+15.7% | Added |
| Grandview Asset Management LLC | 49,931 | $15.4M | 6.51% | −142−0.3% | Reduced |
| Keebeck Wealth Management, LLC | 49,876 | $15.4M | 2.55% | +4,191+9.2% | Added |
| Financial Insights, Inc. | 49,798 | $15.4M | 14.11% | +232+0.5% | Added |
| Unio Capital LLC | 49,774 | $15.3M | 6.62% | −1,479−2.9% | Reduced |
| Glassman Wealth Services | 49,661 | $15.3M | 2.79% | +59+0.1% | Added |
| Boyd Watterson Asset Management LLC | 49,590 | $15.3M | 5.58% | +464+0.9% | Added |
| McGuire Investment Group, LLC | 49,585 | $15.3M | 2.80% | −25−0.1% | Reduced |
| Capital City Trust Co | 49,546 | $15.3M | 4.41% | −207−0.4% | Reduced |
| Old Point Trust & Financial Services N A | 49,521 | $15.3M | 6.25% | −1,586−3.1% | Reduced |
| Broderick Brian C | 49,444 | $15.2M | 3.89% | +415+0.8% | Added |
| Ervin Investment Management, LLC | 48,503 | $15.2M | 11.65% | −1,538−3.1% | Reduced |
| American Trust | 49,353 | $15.2M | 1.02% | +11,060+28.9% | Added |
| Bulltick Wealth Management, LLC | 49,321 | $15.2M | 3.47% | +1,500+3.1% | Added |
| Atlas Capital Advisors LLC | 49,138 | $15.1M | 2.36% | +140+0.3% | Added |
| Wayfinding Financial, LLC | 55,143 | $15.1M | 12.67% | +369+0.7% | Added |
| Hohimer Wealth Management, LLC | 49,022 | $15.1M | 2.98% | +529+1.1% | Added |
| TRUE Private Wealth Advisors | 52,058 | $15.1M | 2.12% | +993+1.9% | Added |
| Cypress Asset Management Inc | 48,958 | $15.1M | 4.43% | −6,222−11.3% | Reduced |
| Good Life Advisors, LLC | 48,899 | $15.1M | 1.88% | −2,587−5.0% | Reduced |
| Iowa State Bank | 48,884 | $15.1M | 3.49% | −2,455−4.8% | Reduced |
| Stanley-Laman Group, Ltd. | 48,848 | $15.1M | 2.09% | −396−0.8% | Reduced |
| Circle Wealth Management, LLC | 48,827 | $15.1M | 1.98% | −677−1.4% | Reduced |
| Stratos Wealth Advisors, LLC | 48,824 | $15.1M | 1.22% | +1,832+3.9% | Added |
| Resonate Capital, LLC | 48,774 | $15.0M | 13.37% | +4,632+10.5% | Added |
| Wells Trecaso Financial Group, LLC | 48,584 | $15.0M | 6.67% | +405+0.8% | Added |
| Winch Advisory Services, LLC | 48,567 | $15.0M | 5.21% | −2,130−4.2% | Reduced |
| Proequities, Inc. | 48,525 | $15.0M | 1.10% | −12,587−20.6% | Reduced |
| Cornerstone Wealth Group, LLC | 48,516 | $15.0M | 2.75% | +6,720+16.1% | Added |
| NatWest Group plc | 48,514 | $15.0M | 7.21% | +33+0.1% | Added |
| Oakworth Capital, Inc. | 48,498 | $15.0M | 1.29% | −2,155−4.3% | Reduced |
| Capital Planning Advisors, LLC | 48,500 | $15.0M | 3.20% | −646−1.3% | Reduced |
| Nations Financial Group Inc, | 48,492 | $15.0M | 1.80% | −7,251−13.0% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 48,200 | $14.9M | 0.64% | −119,800−71.3% | Reduced |
| Northwest Bancshares, Inc. | 48,144 | $14.8M | 2.85% | −658−1.3% | Reduced |
| TLW Wealth Management, LLC | 48,131 | $14.8M | 8.70% | +37+0.1% | Added |
| AlphaStar Capital Management, LLC | 47,893 | $14.8M | 1.19% | −741−1.5% | Reduced |
| 9258 Wealth Management, LLC | 47,713 | $14.7M | 3.41% | +356+0.8% | Added |
| Avantax Planning Partners, Inc. | 47,689 | $14.7M | 0.58% | −499−1.0% | Reduced |
| Central Bank & Trust Co | 47,687 | $14.7M | 2.35% | +743+1.6% | Added |
| Swarthmore Group Inc | 47,552 | $14.7M | 3.74% | −270−0.6% | Reduced |
| Stoneridge Investment Partners LLC | 47,529 | $14.7M | 6.88% | +3,540+8.0% | Added |
| Chapman Investment Management, LLC | 47,453 | $14.6M | 7.78% | −84−0.2% | Reduced |
| Bishop Rock Capital, L.P. | 47,346 | $14.6M | 5.79% | −7,082−13.0% | Reduced |
| Soltis Investment Advisors LLC | 47,334 | $14.6M | 2.03% | +2,734+6.1% | Added |
| Capital Investment Advisory Services, LLC | 47,328 | $14.6M | 1.59% | +3,180+7.2% | Added |
| Miller Wealth Advisors, LLC | 47,276 | $14.6M | 9.46% | +1,148+2.5% | Added |
| Rowland & Co Investment Counsel | 47,126 | $14.5M | 3.37% | −2,276−4.6% | Reduced |
| Icapital Wealth LLC | 48,206 | $14.5M | 6.00% | −4,800−9.1% | Reduced |
| First Sabrepoint Capital Management LP | 47,000 | $14.5M | 5.34% | 00.0% | Unchanged |
| Bank of New Hampshire | 46,992 | $14.5M | 3.52% | −1,591−3.3% | Reduced |
| Taylor Wealth Management Partners | 46,942 | $14.5M | 5.86% | −2,112−4.3% | Reduced |
| Timber Creek Capital Management LLC | 46,930 | $14.5M | 4.38% | +479+1.0% | Added |
| SS&H Financial Advisors, Inc. | 46,806 | $14.4M | 5.64% | +46,806 | New |
| GPM Growth Investors, Inc. | 46,575 | $14.4M | 7.90% | +592+1.3% | Added |
| Consolidated Capital Management, LLC | 46,549 | $14.4M | 6.49% | +312+0.7% | Added |
| Steamboat Capital Partners, LLC | 46,498 | $14.3M | 4.24% | −99−0.2% | Reduced |
| Boston Partners | 46,351 | $14.3M | 0.02% | +2,193+5.0% | Added |
| Exane Asset Management | 46,266 | $14.3M | 6.90% | +3,811+9.0% | Added |
| Bonness Enterprises Inc | 46,200 | $14.2M | 6.55% | 00.0% | Unchanged |
| Somerset Trust Co | 46,097 | $14.2M | 5.50% | −745−1.6% | Reduced |
| Cumberland Advisors Inc | 46,075 | $14.2M | 3.29% | −53−0.1% | Reduced |
| Chase Investment Counsel Corp | 46,037 | $14.2M | 6.21% | −926−2.0% | Reduced |
| Aspiriant, LLC | 46,012 | $14.2M | 0.78% | −10,465−18.5% | Reduced |
| First Washington CORP | 45,993 | $14.2M | 5.72% | +1,634+3.7% | Added |
| Proficio Capital Partners LLC | 45,910 | $14.2M | 2.11% | −2,271−4.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 45,890 | $14.1M | 4.05% | +1,565+3.5% | Added |
| Patten Group, Inc. | 45,881 | $14.1M | 3.97% | −96−0.2% | Reduced |
| Rothschild Capital Partners, LLC | 45,831 | $14.1M | 4.95% | −1,639−3.5% | Reduced |
| Argyle Capital Management Inc. | 45,775 | $14.1M | 4.59% | −1,900−4.0% | Reduced |
| Forum Financial Management, LP | 45,721 | $14.1M | 0.68% | −1,385−2.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 45,673 | $14.1M | 1.22% | +1,397+3.2% | Added |
| Symphony Financial, Ltd. Co. | 46,796 | $14.1M | 3.31% | +10,708+29.7% | Added |
| Biondo Investment Advisors, LLC | 45,572 | $14.1M | 2.48% | −76−0.2% | Reduced |
| Scott & Selber, Inc. | 45,622 | $14.1M | 5.42% | −6,196−12.0% | Reduced |
| Jackson Square Capital, LLC | 45,611 | $14.1M | 4.39% | +5,909+14.9% | Added |
| Soros Capital Management LLC | 45,400 | $14.0M | 3.39% | −21,300−31.9% | Reduced |
| CMT Capital Markets Trading GmbH | 45,250 | $14.0M | 6.24% | +37,737+502.3% | Added |