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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Audent Global Asset Management, LLC | 31,984 | $9.86M | 5.44% | −434−1.3% | Reduced |
| Little House Capital LLC | 31,967 | $9.86M | 5.04% | −251−0.8% | Reduced |
| Roberts Capital Advisors, LLC | 31,919 | $9.84M | 10.15% | 00.0% | Unchanged |
| Menlo Advisors LLC | 31,900 | $9.84M | 5.20% | +1,659+5.5% | Added |
| Eastover Investment Advisors LLC | 31,867 | $9.82M | 5.18% | +2,636+9.0% | Added |
| Hillman Capital Management, Inc. | 31,834 | $9.81M | 3.12% | +570+1.8% | Added |
| Brick & Kyle, Associates | 31,752 | $9.79M | 4.75% | +70.0% | Added |
| Arete Wealth Advisors, LLC | 31,738 | $9.79M | 0.82% | −608−1.9% | Reduced |
| Grove Bank & Trust | 31,687 | $9.77M | 1.92% | −959−2.9% | Reduced |
| Triangle Securities Wealth Management | 31,668 | $9.76M | 3.27% | −1,311−4.0% | Reduced |
| LVW Advisors, LLC | 31,636 | $9.75M | 1.71% | +100+0.3% | Added |
| Godshalk Welsh Capital Management, Inc. | 31,629 | $9.75M | 5.99% | −1,075−3.3% | Reduced |
| Sawyer & Company, Inc | 31,583 | $9.74M | 4.38% | −302−0.9% | Reduced |
| Villere St Denis J & Co LLC | 31,563 | $9.73M | 0.58% | −942−2.9% | Reduced |
| Loudon Investment Management, LLC | 31,549 | $9.73M | 6.41% | −288−0.9% | Reduced |
| M&R Capital Management Inc | 31,525 | $9.72M | 2.08% | −27−0.1% | Reduced |
| Americana Partners, LLC | 57,490 | $9.71M | 2.99% | −848−1.5% | Reduced |
| Brown Advisory Securities, LLC | 31,432 | $9.69M | 5.67% | −6,387−16.9% | Reduced |
| Banco de Sabadell, S.A | 31,341 | $9.69M | 5.61% | −4,492−12.5% | Reduced |
| Radnor Capital Management, LLC | 31,330 | $9.66M | 2.42% | −4,036−11.4% | Reduced |
| Muhlenkamp & Co Inc | 31,315 | $9.65M | 3.36% | −13,360−29.9% | Reduced |
| WealthTrust Axiom LLC | 31,269 | $9.64M | 3.01% | +538+1.8% | Added |
| My Personal CFO, LLC | 31,242 | $9.63M | 9.97% | −3,291−9.5% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 31,231 | $9.63M | 2.40% | +31,231 | New |
| Boit C F David | 31,160 | $9.61M | 6.31% | −1,100−3.4% | Reduced |
| TFG Advisers LLC | 31,162 | $9.61M | 4.41% | +166+0.5% | Added |
| Hixon Zuercher, LLC | 31,155 | $9.61M | 5.16% | +215+0.7% | Added |
| Highlander Capital Management, LLC | 31,065 | $9.58M | 4.48% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 31,006 | $9.56M | 1.60% | −81−0.3% | Reduced |
| Patton Albertson Miller Group, LLC | 30,978 | $9.55M | 1.64% | −3,063−9.0% | Reduced |
| Pine Haven Investment Counsel, Inc | 30,957 | $9.54M | 9.34% | +16+0.1% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,934 | $9.54M | 2.84% | −30−0.1% | Reduced |
| Capital Asset Advisory Services LLC | 30,931 | $9.54M | 1.01% | +751+2.5% | Added |
| Vectors Research Management, LLC | 30,923 | $9.53M | 2.09% | −7,951−20.5% | Reduced |
| Curbstone Financial Management Corp | 30,914 | $9.53M | 1.76% | +890+3.0% | Added |
| Clear Creek Financial Management, LLC | 30,902 | $9.53M | 1.49% | +479+1.6% | Added |
| Hamel Associates, Inc. | 30,898 | $9.53M | 3.39% | −443−1.4% | Reduced |
| Peoples Financial Services Corp. | 30,888 | $9.52M | 4.12% | −2,325−7.0% | Reduced |
| David J Yvars Group | 30,825 | $9.50M | 6.61% | −18,998−38.1% | Reduced |
| BFT Financial Group, LLC | 30,821 | $9.50M | 1.51% | +30,821 | New |
| HM Capital Management, LLC | 30,790 | $9.49M | 3.45% | +2,265+7.9% | Added |
| Regent Peak Wealth Advisors LLC | 30,746 | $9.48M | 2.72% | +220+0.7% | Added |
| Phraction Management LLC | 30,676 | $9.46M | 5.49% | +9,967+48.1% | Added |
| Fort Point Capital Partners LLC | 30,624 | $9.44M | 1.44% | +3,148+11.5% | Added |
| Roanoke Asset Management Corp | 30,509 | $9.41M | 3.50% | −2,280−7.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 30,486 | $9.39M | 1.07% | −1,459−4.6% | Reduced |
| First Bank & Trust | 30,470 | $9.39M | 2.89% | −163−0.5% | Reduced |
| Summit X, LLC | 30,449 | $9.38M | 2.30% | +344+1.1% | Added |
| Clarity Financial LLC | 30,357 | $9.36M | 1.89% | −2,066−6.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 30,327 | $9.35M | 5.94% | −507−1.6% | Reduced |
| Wealth Alliance | 30,311 | $9.35M | 1.91% | +1,602+5.6% | Added |
| Davidson Trust Co | 30,224 | $9.34M | 6.94% | −1,887−5.9% | Reduced |
| JNBA Financial Advisors | 30,266 | $9.33M | 1.24% | −2,531−7.7% | Reduced |
| Center for Financial Planning, Inc. | 30,178 | $9.30M | 1.91% | −868−2.8% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 30,043 | $9.30M | 5.16% | +37+0.1% | Added |
| Greystone Financial Group, LLC | 30,067 | $9.27M | 2.34% | +2,560+9.3% | Added |
| Delta Financial Advisors LLC | 30,057 | $9.27M | 3.96% | −345−1.1% | Reduced |
| Windward Capital Management Co | 30,035 | $9.26M | 0.83% | −349−1.1% | Reduced |
| Handelsinvest Investeringsforvaltning | 30,003 | $9.25M | 1.12% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $9.25M | 2.52% | +3,000+11.1% | Added |
| Prestige Wealth Management Group LLC | 29,965 | $9.24M | 2.27% | −142−0.5% | Reduced |
| Cardiff Park Advisors, LLC | 29,926 | $9.23M | 1.30% | −1,163−3.7% | Reduced |
| Cambridge Financial Group, Inc. | 29,920 | $9.22M | 4.14% | −3,465−10.4% | Reduced |
| Waycross Partners, LLC | 29,916 | $9.22M | 5.37% | +1,411+5.0% | Added |
| Birch Capital Management, LLC | 29,912 | $9.22M | 5.67% | +991+3.4% | Added |
| Mandatum Life Insurance Co Ltd | 29,897 | $9.22M | 1.71% | +165+0.6% | Added |
| Retirement Capital Strategies | 32,656 | $9.21M | 3.69% | +18,643+133.0% | Added |
| DRW Securities, LLC | 29,857 | $9.21M | 2.31% | +29,857 | New |
| Meridian Investment Counsel Inc. | 29,837 | $9.20M | 3.20% | −410−1.4% | Reduced |
| Nadler Financial Group, Inc. | 29,785 | $9.18M | 1.44% | −505−1.7% | Reduced |
| Westwood Wealth Management | 29,766 | $9.18M | 6.85% | −6,689−18.3% | Reduced |
| CCG Wealth Management, LLC | 29,739 | $9.17M | 4.50% | +11,144+59.9% | Added |
| Drexel Morgan & Co. | 29,643 | $9.14M | 2.66% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 29,633 | $9.14M | 1.50% | +970+3.4% | Added |
| Hollencrest Capital Management | 29,629 | $9.13M | 0.81% | −3,072−9.4% | Reduced |
| Harrington Investments, INC | 29,624 | $9.13M | 5.47% | +348+1.2% | Added |
| First Trust Bank, Ltd. | 29,598 | $9.13M | 10.44% | −4,070−12.1% | Reduced |
| Laurion Capital Management LP | 29,573 | $9.12M | 0.22% | +29,573 | New |
| C2C Wealth Management, LLC | 31,764 | $9.11M | 1.55% | −902−2.8% | Reduced |
| Keystone Financial Planning, Inc. | 29,452 | $9.08M | 3.04% | −201−0.7% | Reduced |
| Excalibur Management Corp | 29,443 | $9.08M | 3.93% | −322−1.1% | Reduced |
| Perennial Investment Advisors, LLC | 29,369 | $9.05M | 2.86% | −170−0.6% | Reduced |
| Cim Investment Mangement Inc | 29,272 | $9.03M | 3.05% | −2,991−9.3% | Reduced |
| Delta Investment Management, LLC | 29,262 | $9.02M | 2.68% | +6,613+29.2% | Added |
| StoneX Group Inc. | 29,260 | $9.02M | 0.73% | +7,243+32.9% | Added |
| IFP Advisors, Inc | 250,475 | $9.02M | 0.12% | +163,605+188.3% | Added |
| Asio Capital, LLC | 29,251 | $9.02M | 2.54% | +2,681+10.1% | Added |
| Lindbrook Capital, LLC | 29,223 | $9.01M | 1.39% | +2,816+10.7% | Added |
| Scott Investment Partners LLP | 29,200 | $9.00M | 5.42% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 29,183 | $9.00M | 4.32% | +1,320+4.7% | Added |
| Cary Street Partner Investment Advisory LLC | 29,146 | $8.99M | 2.47% | −3,660−11.2% | Reduced |
| Mystic Asset Management, Inc. | 29,122 | $8.98M | 4.83% | −915−3.0% | Reduced |
| Warther Private Wealth, LLC | 28,996 | $8.97M | 5.85% | +4,929+20.5% | Added |
| In-Depth Partners, LLC | 29,039 | $8.95M | 8.77% | −11,713−28.7% | Reduced |
| North Growth Management Ltd. | 29,000 | $8.95M | 1.65% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 31,351 | $8.94M | 5.05% | +31,351 | New |
| Independent Solutions Wealth Management, LLC | 28,974 | $8.93M | 2.28% | −280−1.0% | Reduced |
| Socorro Asset Management LP | 28,947 | $8.93M | 2.48% | +530+1.9% | Added |
| Peterson Financial Group, Inc. | 28,890 | $8.91M | 7.38% | +1,824+6.7% | Added |
| Wimmer Associates 1, LLC | 28,872 | $8.90M | 4.95% | +98+0.3% | Added |