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 |
|---|---|---|---|---|---|
| LCNB Corp | 28,846 | $8.89M | 4.18% | +400+1.4% | Added |
| Andesa Financial Management Inc. | 28,776 | $8.87M | 4.78% | −1,349−4.5% | Reduced |
| Michael B. Yongue | 28,745 | $8.86M | 6.46% | −526−1.8% | Reduced |
| Diamant Asset Management, Inc. | 28,739 | $8.86M | 6.79% | +94+0.3% | Added |
| Brown Capital Management LLC | 28,717 | $8.85M | 0.09% | −1,371−4.6% | Reduced |
| Heron Bay Capital Management | 28,662 | $8.84M | 4.34% | +680+2.4% | Added |
| Exeter Financial, LLC | 28,648 | $8.83M | 4.79% | +485+1.7% | Added |
| Mendel Money Management | 28,586 | $8.81M | 4.30% | +1,539+5.7% | Added |
| Arlington Partners LLC | 28,510 | $8.79M | 2.49% | −1,238−4.2% | Reduced |
| Hickory Lane Capital Management LP | 28,500 | $8.79M | 6.62% | +7,000+32.6% | Added |
| Blodgett Wealth Advisors, LLC | 28,421 | $8.76M | 7.30% | +238+0.8% | Added |
| SNS Financial Group, LLC | 28,396 | $8.76M | 1.01% | −750−2.6% | Reduced |
| Mirador Capital Partners LP | 28,396 | $8.76M | 1.77% | +1,133+4.2% | Added |
| Frisch Financial Group, Inc. | 28,376 | $8.75M | 2.81% | −1,381−4.6% | Reduced |
| Occidental Asset Management, LLC | 28,335 | $8.74M | 2.23% | +1,727+6.5% | Added |
| Lantz Financial LLC | 28,312 | $8.73M | 3.55% | −801−2.8% | Reduced |
| Zullo Investment Group, Inc. | 28,258 | $8.71M | 4.53% | +1,973+7.5% | Added |
| Versant Capital Management, Inc | 28,221 | $8.70M | 2.77% | +4,474+18.8% | Added |
| CoreCap Advisors, LLC | 28,216 | $8.70M | 0.60% | +733+2.7% | Added |
| Piscataqua Savings Bank | 28,189 | $8.69M | 6.19% | +614+2.2% | Added |
| Eukles Asset Management | 28,184 | $8.69M | 4.72% | +575+2.1% | Added |
| Madrona Financial Services, LLC | 28,805 | $8.68M | 4.25% | +172+0.6% | Added |
| Golden State Equity Partners | 28,158 | $8.68M | 4.37% | +170+0.6% | Added |
| Parkside Financial Bank & Trust | 28,128 | $8.67M | 2.32% | −1,867−6.2% | Reduced |
| McMahon Financial Advisors, LLC | 28,108 | $8.67M | 2.77% | −1,279−4.4% | Reduced |
| Tudor Investment Corp Et Al | 28,063 | $8.65M | 0.22% | −917−3.2% | Reduced |
| Exane Derivatives | 28,024 | $8.64M | 2.43% | +479+1.7% | Added |
| Evanson Asset Management, LLC | 27,981 | $8.63M | 0.84% | +166+0.6% | Added |
| Lesa Sroufe & Co | 27,625 | $8.59M | 8.63% | −335−1.2% | Reduced |
| TRH Financial, LLC | 27,804 | $8.57M | 2.52% | +3,784+15.8% | Added |
| Ausdal Financial Partners, Inc. | 27,760 | $8.56M | 1.16% | −462−1.6% | Reduced |
| Founders Financial Alliance, LLC | 27,729 | $8.55M | 3.80% | −1,257−4.3% | Reduced |
| EverSource Wealth Advisors, LLC | 27,653 | $8.53M | 2.16% | +6,633+31.6% | Added |
| Wedmont Private Capital | 27,050 | $8.52M | 1.90% | +7,468+38.1% | Added |
| VeraBank, N.A. | 27,601 | $8.51M | 4.40% | −1,063−3.7% | Reduced |
| Amplius Wealth Advisors, LLC | 27,597 | $8.51M | 1.31% | −47−0.2% | Reduced |
| First Community Trust NA | 27,582 | $8.50M | 8.09% | +12,494+82.8% | Added |
| American Research & Management Co. | 27,539 | $8.49M | 1.87% | −520−1.9% | Reduced |
| Heirloom Wealth Management | 32,466 | $8.48M | 5.89% | +6,507+25.1% | Added |
| Blume Capital Management, Inc. | 27,489 | $8.47M | 2.79% | −4,489−14.0% | Reduced |
| Tradition Wealth Management, LLC | 27,487 | $8.47M | 1.08% | +1,713+6.6% | Added |
| M.D. Sass Investors Services, Inc. | 27,450 | $8.46M | 1.45% | −870−3.1% | Reduced |
| Souders Financial Advisors | 27,443 | $8.46M | 2.45% | +4,287+18.5% | Added |
| Liberty Capital Management, Inc. | 27,423 | $8.46M | 2.47% | +154+0.6% | Added |
| Chatham Capital Group, Inc. | 27,384 | $8.44M | 1.63% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 27,346 | $8.43M | 3.89% | +2,161+8.6% | Added |
| Childress Capital Advisors, LLC | 27,187 | $8.38M | 2.93% | +3,651+15.5% | Added |
| Sheets Smith Wealth Management | 27,174 | $8.38M | 1.15% | −386−1.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 27,121 | $8.36M | 1.56% | −2,481−8.4% | Reduced |
| Element Capital Management LLC | 27,029 | $8.33M | 4.16% | +27,029 | New |
| Encompass Wealth Advisors, LLC | 27,009 | $8.33M | 2.10% | +655+2.5% | Added |
| NovaPoint Capital, LLC | 26,964 | $8.31M | 3.02% | −467−1.7% | Reduced |
| Siena Capital LLC | 26,948 | $8.31M | 4.69% | −2,332−8.0% | Reduced |
| Congress Park Capital LLC | 26,879 | $8.29M | 4.26% | +2,405+9.8% | Added |
| CWS Financial Advisors, LLC | 26,859 | $8.28M | 3.13% | +28+0.1% | Added |
| Pure Financial Advisors, Inc. | 26,833 | $8.27M | 0.38% | +6,857+34.3% | Added |
| Sendero Wealth Management, LLC | 26,767 | $8.25M | 3.81% | −1,281−4.6% | Reduced |
| Zevenbergen Capital Investments LLC | 26,757 | $8.25M | 0.22% | +938+3.6% | Added |
| SOL Capital Management CO | 26,733 | $8.24M | 1.49% | −650−2.4% | Reduced |
| Sunbelt Securities, Inc. | 26,201 | $8.22M | 1.51% | −4,391−14.4% | Reduced |
| Costello Asset Management, INC | 26,669 | $8.22M | 5.64% | −1,168−4.2% | Reduced |
| Barton Investment Management | 26,635 | $8.21M | 1.04% | −45−0.2% | Reduced |
| Finer Wealth Management, Inc. | 26,588 | $8.20M | 6.69% | +547+2.1% | Added |
| Executive Wealth Group LLC | 26,562 | $8.19M | 5.37% | +22+0.1% | Added |
| Heartland Bank & Trust Co | 26,558 | $8.19M | 6.21% | −1,395−5.0% | Reduced |
| Goodman Advisory Group, LLC | 26,553 | $8.19M | 2.83% | +1,564+6.3% | Added |
| Vista Capital Partners, Inc. | 26,542 | $8.18M | 1.06% | −663−2.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 26,535 | $8.18M | 2.86% | −71−0.3% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 26,510 | $8.17M | 5.38% | +384+1.5% | Added |
| Orleans Capital Management Corp | 26,479 | $8.16M | 5.07% | +115+0.4% | Added |
| JT Stratford LLC | 26,454 | $8.16M | 2.38% | −1,723−6.1% | Reduced |
| Horizon Investment Services, LLC | 26,442 | $8.15M | 4.27% | −749−2.8% | Reduced |
| Guinness Atkinson Asset Management Inc | 26,424 | $8.15M | 3.91% | −481−1.8% | Reduced |
| SPC Financial, Inc. | 26,407 | $8.14M | 0.94% | −149−0.6% | Reduced |
| State of Wyoming | 26,390 | $8.14M | 4.09% | −866−3.2% | Reduced |
| Sonata Capital Group Inc | 26,371 | $8.13M | 3.59% | +86+0.3% | Added |
| Affinity Wealth Management LLC | 28,373 | $8.13M | 1.65% | −1,774−5.9% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 26,248 | $8.09M | 2.06% | +961+3.8% | Added |
| MEMBERS Trust Co | 26,225 | $8.09M | 0.24% | −2,543−8.8% | Reduced |
| Winning Points Advisors, LLC | 26,110 | $8.08M | 6.27% | −11,823−31.2% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 26,204 | $8.08M | 0.36% | +8,721+49.9% | Added |
| Kercheville Advisors, LLC | 26,181 | $8.07M | 3.82% | −553−2.1% | Reduced |
| Beaumont Asset Management, L.L.C. | 26,178 | $8.07M | 5.45% | +1,282+5.1% | Added |
| Northstar Advisory Group, LLC | 26,138 | $8.06M | 5.18% | −5,009−16.1% | Reduced |
| Graticule Asia Macro Advisors LLC | 26,110 | $8.05M | 4.59% | +8,035+44.5% | Added |
| Eagle Capital Management, LLC | 26,106 | $8.05M | 3.00% | −183−0.7% | Reduced |
| SBK Financial, Inc. | 26,099 | $8.05M | 8.02% | −325−1.2% | Reduced |
| Bridgewater Advisors Inc. | 26,085 | $8.04M | 1.96% | +2,223+9.3% | Added |
| First PREMIER Bank | 26,003 | $8.02M | 2.11% | +342+1.3% | Added |
| Endurance Wealth Management, Inc. | 25,985 | $8.01M | 1.04% | −11,500−30.7% | Reduced |
| Oak Harvest Investment Services | 25,937 | $8.00M | 1.98% | +2,838+12.3% | Added |
| Principal Street Partners, LLC | 25,929 | $8.00M | 1.83% | −1,075−4.0% | Reduced |
| Redwood Investments, LLC | 25,913 | $7.99M | 0.76% | −189−0.7% | Reduced |
| Enhancing Capital LLC | 25,890 | $7.98M | 8.53% | 00.0% | Unchanged |
| Consolidated Investment Group LLC | 25,889 | $7.98M | 1.30% | +3,200+14.1% | Added |
| Investment Research & Advisory Group, Inc. | 25,761 | $7.96M | 5.06% | +171+0.7% | Added |
| Once Capital Management, LLC | 25,800 | $7.95M | 7.27% | +2,600+11.2% | Added |
| Personal Cfo Solutions, LLC | 25,797 | $7.95M | 1.57% | −250−1.0% | Reduced |
| Aurora Investment Managers, LLC. | 25,785 | $7.95M | 5.92% | +495+2.0% | Added |
| Gibraltar Capital Management, Inc. | 25,771 | $7.95M | 3.31% | −683−2.6% | Reduced |