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 |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 39,652 | $12.2M | 2.34% | −3,980−9.1% | Reduced |
| Krilogy Financial LLC | 39,630 | $12.2M | 1.25% | +10,880+37.8% | Added |
| Torray LLC | 39,617 | $12.2M | 1.96% | −389−1.0% | Reduced |
| Hanson & Doremus Investment Management | 39,615 | $12.2M | 2.63% | +190+0.5% | Added |
| Aperture Investors, LLC | 39,565 | $12.2M | 1.58% | +8,339+26.7% | Added |
| Financial Architects, Inc | 39,544 | $12.2M | 1.75% | −1,870−4.5% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 39,496 | $12.2M | 3.29% | +1,498+3.9% | Added |
| Moser Wealth Advisors, LLC | 39,434 | $12.2M | 7.60% | −232−0.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39,428 | $12.2M | 1.05% | −284−0.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 39,421 | $12.2M | 2.22% | +1,170+3.1% | Added |
| Horan Capital Advisors, LLC. | 39,327 | $12.1M | 4.88% | +1,763+4.7% | Added |
| Sage Capital Advisors,llc | 40,829 | $12.1M | 4.92% | +1,487+3.8% | Added |
| RSM US Wealth Management LLC | 39,303 | $12.1M | 0.61% | +647+1.7% | Added |
| Northwest Capital Management Inc | 39,261 | $12.1M | 5.70% | +2,203+5.9% | Added |
| Financial Engines Advisors L.L.C. | 39,182 | $12.1M | 0.03% | +17,851+83.7% | Added |
| J. W. Coons Advisors, LLC | 39,135 | $12.1M | 3.60% | +2,655+7.3% | Added |
| Tiemann Investment Advisors, LLC | 39,103 | $12.1M | 5.57% | −989−2.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 40,212 | $12.0M | 1.65% | −982−2.4% | Reduced |
| Pegasus Asset Management, Inc. | 39,008 | $12.0M | 5.22% | −362−0.9% | Reduced |
| Puzo Michael J | 38,905 | $12.0M | 3.61% | −1,474−3.7% | Reduced |
| Cohen Lawrence B | 38,899 | $12.0M | 7.11% | −2,688−6.5% | Reduced |
| Harrell Investment Partners, LLC | 38,874 | $12.0M | 4.24% | −111−0.3% | Reduced |
| Washington Trust Advisors, Inc. | 38,664 | $11.9M | 0.85% | +1,257+3.4% | Added |
| Kesler, Norman & Wride, LLC | 38,598 | $11.9M | 2.65% | +691+1.8% | Added |
| Trustmark National Bank Trust Department | 38,460 | $11.9M | 0.94% | −1,406−3.5% | Reduced |
| Berger Financial Group, Inc | 38,439 | $11.9M | 1.51% | +1,369+3.7% | Added |
| Smithbridge Asset Management Inc | 38,426 | $11.8M | 3.92% | −832−2.1% | Reduced |
| Royal Fund Management, LLC | 38,378 | $11.8M | 1.73% | −3,512−8.4% | Reduced |
| Barrier Capital Management, LLC | 38,359 | $11.8M | 10.51% | −5,500−12.5% | Reduced |
| Sargent Investment Group, LLC | 38,322 | $11.8M | 2.98% | +479+1.3% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 38,302 | $11.8M | 0.42% | +1,442+3.9% | Added |
| First Personal Financial Services | 38,182 | $11.8M | 2.75% | −545−1.4% | Reduced |
| Bill Few Associates, Inc. | 38,141 | $11.8M | 6.40% | +1,164+3.1% | Added |
| Wisconsin Capital Management LLC | 38,014 | $11.7M | 5.66% | −6,622−14.8% | Reduced |
| Gryphon Financial Partners LLC | 38,006 | $11.7M | 2.43% | −3,720−8.9% | Reduced |
| Sowell Financial Services LLC | 41,876 | $11.7M | 2.05% | −62,028−59.7% | Reduced |
| BerganKDV Wealth Management, LLC | 37,957 | $11.7M | 1.25% | −149−0.4% | Reduced |
| Connable Office Inc | 37,874 | $11.7M | 1.56% | +6,263+19.8% | Added |
| FinTrust Capital Advisors, LLC | 37,824 | $11.7M | 2.70% | +14,506+62.2% | Added |
| Vishria Bird Financial Group, LLC | 37,786 | $11.7M | 6.44% | +419+1.1% | Added |
| Whitener Capital Management, Inc. | 37,742 | $11.6M | 4.37% | +235+0.6% | Added |
| Trust Co of Oklahoma | 37,691 | $11.6M | 4.45% | −776−2.0% | Reduced |
| John G Ullman & Associates Inc | 37,637 | $11.6M | 1.61% | +40+0.1% | Added |
| Continuum Advisory, LLC | 41,795 | $11.6M | 2.20% | +14,396+52.5% | Added |
| Brave Asset Management Inc | 37,570 | $11.6M | 3.99% | +538+1.5% | Added |
| Dumont & Blake Investment Advisors LLC | 37,466 | $11.6M | 3.16% | +223+0.6% | Added |
| Jacobi Capital Management LLC | 37,381 | $11.5M | 1.38% | +1,249+3.5% | Added |
| Financial Partners Group, Inc | 37,333 | $11.5M | 2.49% | −29−0.1% | Reduced |
| Tranquility Partners, LLC | 37,325 | $11.5M | 5.39% | +1,567+4.4% | Added |
| Marcum Wealth, LLC | 37,314 | $11.5M | 1.59% | +297+0.8% | Added |
| Stonnington Group, LLC | 40,295 | $11.5M | 2.75% | −4,959−11.0% | Reduced |
| F&V Capital Management, LLC | 37,276 | $11.5M | 3.48% | +577+1.6% | Added |
| Spreng Capital Management, Inc. | 37,273 | $11.5M | 7.06% | +334+0.9% | Added |
| Saber Capital Managment, LLC | 37,227 | $11.5M | 11.53% | +4,773+14.7% | Added |
| Corsair Capital Management, L.P. | 37,223 | $11.5M | 2.84% | −1,384−3.6% | Reduced |
| Oak Grove Capital LLC | 37,199 | $11.5M | 2.43% | +3,264+9.6% | Added |
| Ascent Wealth Partners, LLC | 37,179 | $11.5M | 2.14% | +4,327+13.2% | Added |
| Kerrisdale Advisers, LLC | 37,162 | $11.5M | 3.50% | −13,646−26.9% | Reduced |
| S&T Bank | 37,129 | $11.4M | 1.73% | −217−0.6% | Reduced |
| WealthPLAN Partners, LLC | 41,212 | $11.4M | 0.79% | −1,329−3.1% | Reduced |
| Tiedemann Advisors, LLC | 37,091 | $11.4M | 0.58% | +619+1.7% | Added |
| WealthPlan Investment Management, LLC | 41,212 | $11.4M | 0.79% | +41,212 | New |
| AXS Investments LLC | 37,092 | $11.4M | 4.56% | −10,729−22.4% | Reduced |
| Union Heritage Capital, LLC | 37,000 | $11.4M | 6.33% | −3,000−7.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 36,967 | $11.4M | 2.73% | +1,521+4.3% | Added |
| Humankind Investments LLC | 36,950 | $11.4M | 4.66% | +2,053+5.9% | Added |
| XXEC, Inc. | 37,688 | $11.4M | 7.90% | −40−0.1% | Reduced |
| Paradigm Financial Partners, LLC | 37,879 | $11.3M | 2.52% | +2,073+5.8% | Added |
| Miramar Capital, LLC | 36,756 | $11.3M | 3.11% | +3,150+9.4% | Added |
| Soundmark Wealth Management, LLC | 36,747 | $11.3M | 7.94% | −907−2.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 36,739 | $11.3M | 2.36% | +1,199+3.4% | Added |
| Roberts Wealth Advisors, LLC | 36,601 | $11.3M | 4.44% | −160−0.4% | Reduced |
| Selway Asset Management | 36,725 | $11.3M | 5.48% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 36,693 | $11.3M | 1.21% | −540−1.5% | Reduced |
| Roman Butler Fullerton & Co | 36,681 | $11.3M | 5.32% | −260−0.7% | Reduced |
| Trust Co of Kansas | 36,654 | $11.3M | 6.05% | −254−0.7% | Reduced |
| Claro Advisors LLC | 33,586 | $11.3M | 4.07% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 36,475 | $11.2M | 2.01% | +518+1.4% | Added |
| Orca Investment Management, LLC | 36,454 | $11.2M | 9.17% | −181−0.5% | Reduced |
| BBR Partners, LLC | 36,445 | $11.2M | 1.06% | +4,703+14.8% | Added |
| Potrero Capital Research LLC | 36,194 | $11.2M | 3.73% | 00.0% | Unchanged |
| Cooper Financial Group | 36,136 | $11.1M | 4.23% | +674+1.9% | Added |
| GM Advisory Group, Inc. | 36,131 | $11.1M | 1.33% | −77−0.2% | Reduced |
| Horizon Wealth Management, LLC | 36,127 | $11.1M | 3.46% | +751+2.1% | Added |
| Bank Ozk | 36,108 | $11.1M | 4.77% | −1,234−3.3% | Reduced |
| Carderock Capital Management Inc | 36,104 | $11.1M | 3.59% | −11,052−23.4% | Reduced |
| Trinity Street Asset Management LLP | 36,053 | $11.1M | 1.79% | −35,721−49.8% | Reduced |
| Platform Technology Partners | 36,041 | $11.1M | 5.34% | +473+1.3% | Added |
| M. Kulyk & Associates, LLC | 36,020 | $11.1M | 3.03% | +149+0.4% | Added |
| Old Port Advisors | 35,806 | $11.1M | 3.77% | −327−0.9% | Reduced |
| White Pine Capital LLC | 35,878 | $11.1M | 3.43% | −118−0.3% | Reduced |
| NBW Capital LLC | 35,874 | $11.1M | 2.63% | −10,992−23.5% | Reduced |
| Jupiter Wealth Management LLC | 35,875 | $11.1M | 6.92% | −300−0.8% | Reduced |
| 44 Wealth Management LLC | 35,647 | $11.0M | 3.96% | +700+2.0% | Added |
| Bogart Wealth, LLC | 35,617 | $11.0M | 0.94% | +3,638+11.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 35,518 | $10.9M | 3.67% | −249−0.7% | Reduced |
| Aevitas Wealth Management, Inc. | 35,473 | $10.9M | 6.69% | −1,543−4.2% | Reduced |
| Criteria Caixa, S.A.U. | 35,402 | $10.9M | 1.28% | +34,527+3,945.9% | Added |
| RMR Wealth Builders | 35,361 | $10.9M | 2.34% | +24,366+221.6% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 35,300 | $10.9M | 3.28% | +5,174+17.2% | Added |