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 |
|---|---|---|---|---|---|
| Investment Management of Virginia LLC | 45,243 | $13.9M | 2.45% | +60+0.1% | Added |
| Lincoln Capital LLC | 45,174 | $13.9M | 3.26% | −591−1.3% | Reduced |
| Baugh & Associates, LLC | 45,169 | $13.9M | 8.19% | +861+1.9% | Added |
| Virtue Capital Management, LLC | 45,143 | $13.9M | 2.19% | −3,495−7.2% | Reduced |
| Isthmus Partners, LLC | 45,101 | $13.9M | 2.29% | +1,022+2.3% | Added |
| Arkadios Wealth Advisors | 45,097 | $13.9M | 1.83% | +1,037+2.4% | Added |
| Texas Yale Capital Corp. | 45,095 | $13.9M | 0.76% | −1,050−2.3% | Reduced |
| Hamilton Wealth, LLC | 45,029 | $13.9M | 6.03% | +1,176+2.7% | Added |
| J.P. Marvel Investment Advisors, LLC | 44,988 | $13.9M | 2.82% | +10.0% | Added |
| NVWM, LLC | 44,979 | $13.9M | 4.40% | +404+0.9% | Added |
| Rehmann Capital Advisory Group | 44,960 | $13.9M | 1.32% | +1,664+3.8% | Added |
| Bourgeon Capital Management LLC | 44,877 | $13.8M | 3.13% | −408−0.9% | Reduced |
| Hall Capital Management Co Inc | 44,805 | $13.8M | 8.09% | −501−1.1% | Reduced |
| West Branch Capital LLC | 44,730 | $13.8M | 6.59% | −813−1.8% | Reduced |
| World Equity Group, Inc. | 44,655 | $13.8M | 2.97% | +44,655 | New |
| Jaffetilchin Investment Partners, LLC | 53,909 | $13.8M | 1.62% | +7,807+16.9% | Added |
| Armstrong Shaw Associates Inc | 44,591 | $13.7M | 11.49% | −900−2.0% | Reduced |
| Wall Street Access Asset Management, LLC | 44,584 | $13.7M | 7.59% | −3,286−6.9% | Reduced |
| BIT Capital GmbH | 44,550 | $13.7M | 1.41% | +25,543+134.4% | Added |
| ICA Group Wealth Management, LLC | 51,002 | $13.7M | 2.61% | +51,002 | New |
| Bellecapital International Ltd. | 44,425 | $13.7M | 4.34% | +5,139+13.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 44,357 | $13.7M | 3.03% | +44,357 | New |
| Compton Capital Management Inc | 44,291 | $13.7M | 3.82% | +256+0.6% | Added |
| Core Alternative Capital | 44,217 | $13.6M | 3.65% | +5,761+15.0% | Added |
| Cordatus Wealth Management LLC | 44,173 | $13.6M | 4.79% | +2,660+6.4% | Added |
| Private Capital Advisors, Inc. | 44,009 | $13.6M | 1.98% | +1,337+3.1% | Added |
| Aj Wealth Strategies, LLC | 43,910 | $13.5M | 0.67% | +1,943+4.6% | Added |
| Pensionfund Sabic | 43,890 | $13.5M | 3.37% | −11,000−20.0% | Reduced |
| Duff & Phelps Investment Management Co | 43,794 | $13.5M | 0.16% | −350−0.8% | Reduced |
| Parkwood LLC | 43,739 | $13.5M | 2.27% | +3,311+8.2% | Added |
| Quantum Private Wealth, LLC | 44,318 | $13.5M | 5.82% | −45−0.1% | Reduced |
| Arden Trust Co | 43,648 | $13.5M | 2.64% | −10,001−18.6% | Reduced |
| Inlet Private Wealth, LLC | 43,504 | $13.4M | 3.35% | −1,258−2.8% | Reduced |
| New Millennium Group LLC | 43,420 | $13.4M | 9.62% | −1,503−3.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 43,305 | $13.4M | 4.53% | −1,320−3.0% | Reduced |
| Keystone Financial Group | 43,252 | $13.3M | 2.26% | +78+0.2% | Added |
| Meristem Family Wealth, LLC | 43,099 | $13.3M | 1.44% | −9,022−17.3% | Reduced |
| Physicians Financial Services, Inc. | 43,055 | $13.3M | 5.07% | +1,392+3.3% | Added |
| Balentine LLC | 43,036 | $13.3M | 0.45% | +10,383+31.8% | Added |
| Salem Capital Management Inc | 43,021 | $13.3M | 7.44% | −1,552−3.5% | Reduced |
| Clear Harbor Asset Management, LLC | 42,944 | $13.2M | 1.52% | +72+0.2% | Added |
| Birinyi Associates Inc | 42,799 | $13.2M | 4.56% | −925−2.1% | Reduced |
| Cornerstone Advisory, LLC | 42,879 | $13.2M | 2.02% | +7,704+21.9% | Added |
| Univest Financial Corp | 42,801 | $13.2M | 3.72% | −5,026−10.5% | Reduced |
| GFS Advisors, LLC | 42,783 | $13.2M | 2.78% | −682−1.6% | Reduced |
| Archford Capital Strategies, LLC | 42,162 | $13.1M | 2.92% | +2,838+7.2% | Added |
| Aspire Capital Advisors LLC | 42,489 | $13.1M | 12.46% | +34,307+419.3% | Added |
| Budros, Ruhlin & Roe, Inc. | 42,456 | $13.1M | 1.39% | +253+0.6% | Added |
| Rodgers Brothers Inc. | 42,450 | $13.1M | 2.35% | −448−1.0% | Reduced |
| Insight Wealth Strategies, LLC | 42,308 | $13.0M | 1.92% | +2,765+7.0% | Added |
| Abbot Financial Management, Inc. | 42,299 | $13.0M | 6.37% | −1,315−3.0% | Reduced |
| Ratan Capital Management LP | 42,250 | $13.0M | 9.03% | −83,081−66.3% | Reduced |
| Marietta Wealth Management, LLC | 42,189 | $13.0M | 2.72% | −250−0.6% | Reduced |
| Gordian Capital Singapore Pte Ltd | 41,576 | $13.0M | 10.63% | −30−0.1% | Reduced |
| Coastal Investment Advisors, Inc. | 42,186 | $13.0M | 2.59% | +132+0.3% | Added |
| Bremer Bank National Association | 42,147 | $13.0M | 2.14% | −13,530−24.3% | Reduced |
| Great Diamond Partners, LLC | 42,133 | $13.0M | 3.62% | −731−1.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 42,104 | $13.0M | 1.02% | −586−1.4% | Reduced |
| Benson Investment Management Company, Inc. | 42,008 | $13.0M | 6.49% | +35+0.1% | Added |
| SOA Wealth Advisors, LLC. | 41,956 | $12.9M | 3.15% | +127+0.3% | Added |
| Portland Global Advisors LLC | 41,877 | $12.9M | 2.21% | −524−1.2% | Reduced |
| Traynor Capital Management, Inc. | 41,795 | $12.9M | 1.67% | +2,875+7.4% | Added |
| Triasima Portfolio Management inc. | 41,703 | $12.9M | 0.62% | −9,245−18.1% | Reduced |
| Legacy Wealth Management, LLC | 41,628 | $12.8M | 6.70% | +230+0.6% | Added |
| McGinn Investment Management, Inc. | 41,399 | $12.8M | 8.53% | −1,744−4.0% | Reduced |
| Kapitalo Investimentos Ltda | 41,242 | $12.7M | 13.68% | +16,070+63.8% | Added |
| Lawson Kroeker Investment Management Inc | 41,239 | $12.7M | 4.00% | −68−0.2% | Reduced |
| Nkcfo LLC | 41,175 | $12.7M | 3.95% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 41,160 | $12.7M | 7.25% | −771−1.8% | Reduced |
| Apella Capital, LLC | 41,043 | $12.7M | 1.78% | +5,397+15.1% | Added |
| Summit Trail Advisors, LLC | 41,033 | $12.7M | 1.02% | +4,911+13.6% | Added |
| North Fourth Asset Management, LP | 41,000 | $12.6M | 8.13% | −28,000−40.6% | Reduced |
| Avestar Capital, LLC | 40,996 | $12.6M | 2.39% | +2,136+5.5% | Added |
| IPG Investment Advisors LLC | 40,913 | $12.6M | 2.41% | +9,692+31.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 40,181 | $12.6M | 1.69% | −45,724−53.2% | Reduced |
| Kidder Stephen W | 40,855 | $12.6M | 4.07% | +471+1.2% | Added |
| Morton Capital Management LLC | 40,796 | $12.6M | 5.16% | −105−0.3% | Reduced |
| Clear Street Markets LLC | 40,767 | $12.6M | 3.77% | +1,217+3.1% | Added |
| Fieldpoint Private Securities, LLC | 40,752 | $12.6M | 2.59% | −3,586−8.1% | Reduced |
| CFO4Life Group, LLC | 40,687 | $12.5M | 2.63% | −104−0.3% | Reduced |
| Lee Capital Holdings LLC | 40,674 | $12.5M | 7.12% | +135+0.3% | Added |
| Liberty One Investment Management, LLC | 40,675 | $12.5M | 1.90% | +1,813+4.7% | Added |
| Altfest L J & Co Inc | 40,667 | $12.5M | 2.24% | −455−1.1% | Reduced |
| Bizma Investimentos Ltda | 45,000 | $12.5M | 8.13% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 40,429 | $12.5M | 1.36% | +270+0.7% | Added |
| Alpine Woods Capital Investors, LLC | 40,286 | $12.4M | 1.31% | +24,841+160.8% | Added |
| Copeland Capital Management, LLC | 40,252 | $12.4M | 0.34% | +9,208+29.7% | Added |
| Live Oak Private Wealth LLC | 40,232 | $12.4M | 2.40% | −1,081−2.6% | Reduced |
| Mayflower Financial Advisors, LLC | 40,172 | $12.4M | 1.67% | +307+0.8% | Added |
| Baldwin Investment Management, LLC | 40,153 | $12.4M | 3.45% | −1,402−3.4% | Reduced |
| Ravenstone Capital Management Inc. | 40,141 | $12.4M | 8.59% | +877+2.2% | Added |
| Fairfield, Bush & Co. | 40,136 | $12.4M | 6.21% | −2,399−5.6% | Reduced |
| Cinctive Capital Management LP | 40,020 | $12.3M | 0.56% | +25,886+183.1% | Added |
| Chelsea Counsel Co | 39,902 | $12.3M | 5.42% | −402−1.0% | Reduced |
| WBH Advisory Inc | 42,470 | $12.3M | 1.51% | −2,771−6.1% | Reduced |
| Asset Dedication, LLC | 39,886 | $12.3M | 1.37% | −6,062−13.2% | Reduced |
| NEIRG Wealth Management, LLC | 39,871 | $12.3M | 2.41% | −4,449−10.0% | Reduced |
| Crewe Advisors LLC | 39,831 | $12.3M | 2.40% | +2,841+7.7% | Added |
| Keel Point, LLC | 39,733 | $12.3M | 1.87% | +1,479+3.9% | Added |
| Thornburg Investment Management Inc | 39,732 | $12.3M | 0.16% | +6,999+21.4% | Added |