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 |
|---|---|---|---|---|---|
| Hurlow Wealth Management Group, Inc. | 25,702 | $7.92M | 4.86% | −928−3.5% | Reduced |
| Blueprint Investment Partners LLC | 25,691 | $7.92M | 2.04% | +68+0.3% | Added |
| Herald Investment Management Ltd | 25,632 | $7.90M | 1.44% | 00.0% | Unchanged |
| HNP Capital LLC | 25,608 | $7.89M | 1.87% | −4,897−16.1% | Reduced |
| Windsor Group LTD | 26,578 | $7.89M | 1.46% | −1,115−4.0% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 25,578 | $7.89M | 2.63% | −35−0.1% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 25,572 | $7.88M | 1.71% | −230−0.9% | Reduced |
| Strategic Investment Advisors | 25,568 | $7.88M | 1.49% | +1,815+7.6% | Added |
| Legato Capital Management LLC | 25,564 | $7.88M | 1.61% | 00.0% | Unchanged |
| Madden Securities Corp | 25,561 | $7.88M | 3.55% | +6,083+31.2% | Added |
| Spirit of America Management Corp | 25,539 | $7.87M | 1.54% | −3,000−10.5% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 25,540 | $7.87M | 1.99% | +4,430+21.0% | Added |
| FWL Investment Management, LLC | 25,504 | $7.86M | 4.86% | −1,967−7.2% | Reduced |
| Trust Investment Advisors | 25,481 | $7.86M | 6.40% | −609−2.3% | Reduced |
| Investment Partners, Ltd. | 25,478 | $7.86M | 3.32% | −119−0.5% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 25,437 | $7.84M | 2.34% | +120+0.5% | Added |
| Signet Investment Advisory Group, Inc. | 25,422 | $7.84M | 4.71% | −930−3.5% | Reduced |
| First City Capital Management, Inc. | 25,415 | $7.84M | 4.32% | +435+1.7% | Added |
| Poehling Capital Management, LLC | 25,407 | $7.83M | 2.42% | −50−0.2% | Reduced |
| Tandem Capital Management Corp | 28,574 | $7.83M | 5.42% | −1,172−3.9% | Reduced |
| EagleClaw Capital Managment, LLC | 25,389 | $7.83M | 1.80% | −1,294−4.8% | Reduced |
| F/M Investments LLC | 25,386 | $7.83M | 6.31% | −10,289−28.8% | Reduced |
| Essex Savings Bank | 25,350 | $7.82M | 2.58% | +846+3.5% | Added |
| Adirondack Trust Co | 25,349 | $7.82M | 3.70% | +464+1.9% | Added |
| CNB Bank | 25,315 | $7.80M | 4.37% | +430+1.7% | Added |
| Platte River Wealth Advisors, LLC | 25,308 | $7.80M | 2.85% | −216−0.8% | Reduced |
| Riverpark Capital Management LLC | 25,293 | $7.80M | 4.34% | −8,293−24.7% | Reduced |
| Fairfield Financial Advisors, LTD | 25,250 | $7.78M | 2.81% | +25,250 | New |
| Merit Financial Group, LLC | 25,199 | $7.77M | 0.47% | +3,950+18.6% | Added |
| Beecher Investors Inc | 25,196 | $7.77M | 9.00% | −586−2.3% | Reduced |
| Bouvel Investment Partners, LLC | 25,136 | $7.75M | 4.72% | +475+1.9% | Added |
| Concorde Financial Corp | 27,458 | $7.75M | 4.76% | −7,634−21.8% | Reduced |
| Capital Markets Trading UK LLP | 25,080 | $7.73M | 7.21% | +25,080 | New |
| TCWP LLC | 25,070 | $7.73M | 1.41% | −501−2.0% | Reduced |
| Klingman & Associates, LLC | 25,068 | $7.73M | 0.66% | +2,042+8.9% | Added |
| Halbert Hargrove Global Advisors, LLC | 25,055 | $7.72M | 0.51% | +1,408+6.0% | Added |
| Sunflower Bank, N.A. | 25,054 | $7.72M | 1.05% | −1,038−4.0% | Reduced |
| Harbor Advisors LLC | 25,000 | $7.71M | 1.58% | 00.0% | Unchanged |
| Hunt Lane Capital LP | 25,000 | $7.71M | 4.78% | +25,000 | New |
| Mission Creek Capital Partners, Inc. | 24,968 | $7.70M | 2.05% | −477−1.9% | Reduced |
| WealthShield Partners, LLC | 24,958 | $7.70M | 1.23% | +1,335+5.7% | Added |
| Key Financial Inc | 24,926 | $7.68M | 3.82% | +1,273+5.4% | Added |
| Kingfisher Capital LLC | 24,912 | $7.68M | 1.98% | +139+0.6% | Added |
| Stelac Advisory Services LLC | 24,907 | $7.68M | 2.76% | −524−2.1% | Reduced |
| Valley Brook Capital Group | 24,897 | $7.68M | 6.63% | +452+1.8% | Added |
| Monument Capital Management | 24,883 | $7.67M | 2.49% | +1,259+5.3% | Added |
| Probity Advisors, Inc. | 24,838 | $7.66M | 1.58% | −1,134−4.4% | Reduced |
| JB Capital LLC | 24,817 | $7.65M | 0.74% | +1,996+8.7% | Added |
| Asset Management Corp | 24,813 | $7.65M | 4.68% | +393+1.6% | Added |
| Ayrshire Capital Management LLC | 24,797 | $7.64M | 4.51% | −1,846−6.9% | Reduced |
| SlateStone Wealth, LLC | 24,784 | $7.64M | 1.70% | +390+1.6% | Added |
| Carolinas Wealth Consulting LLC | 24,759 | $7.63M | 1.69% | +306+1.3% | Added |
| Charles Carroll Financial Partners, LLC | 24,763 | $7.63M | 7.91% | +1,250+5.3% | Added |
| HWG Holdings LP | 24,758 | $7.63M | 3.81% | −18,044−42.2% | Reduced |
| Trinity Legacy Partners, LLC | 24,733 | $7.63M | 2.57% | +786+3.3% | Added |
| Resurgent Financial Advisors LLC | 24,733 | $7.63M | 4.85% | +5,002+25.4% | Added |
| HBC Financial Services, PLLC | 28,184 | $7.62M | 5.60% | −350−1.2% | Reduced |
| Solstein Capital, LLC | 24,651 | $7.60M | 5.01% | −626−2.5% | Reduced |
| Legacy Advisors, LLC | 24,613 | $7.59M | 1.47% | +8,428+52.1% | Added |
| DFPG Investments, LLC | 27,038 | $7.58M | 2.95% | +5,030+22.9% | Added |
| Drystone LLC | 24,572 | $7.58M | 9.18% | −5,861−19.3% | Reduced |
| Pacitti Group Inc. | 24,550 | $7.57M | 5.00% | −394−1.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 24,527 | $7.56M | 0.04% | −8,200−25.1% | Reduced |
| Platinum Investment Management Ltd | 24,504 | $7.55M | 0.23% | −3,927−13.8% | Reduced |
| Sutton Wealth Advisors Inc. | 24,504 | $7.55M | 2.60% | −319−1.3% | Reduced |
| True North Advisors, LLC | 24,444 | $7.54M | 2.03% | −57,989−70.3% | Reduced |
| Karp Capital Management Corp | 24,408 | $7.53M | 1.10% | −12,140−33.2% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 24,397 | $7.52M | 6.46% | −305−1.2% | Reduced |
| Private Ocean, LLC | 24,381 | $7.52M | 0.94% | −712−2.8% | Reduced |
| Affinity Investment Advisors, LLC | 24,372 | $7.51M | 3.08% | −973−3.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 24,321 | $7.50M | 0.02% | −728−2.9% | Reduced |
| Lee Financial Co | 24,291 | $7.49M | 1.34% | +2,306+10.5% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 24,237 | $7.47M | 2.73% | −27,261−52.9% | Reduced |
| RPg Family Wealth Advisory, LLC | 24,230 | $7.47M | 3.19% | +667+2.8% | Added |
| Wambolt & Associates, LLC | 24,139 | $7.47M | 2.72% | +567+2.4% | Added |
| First Pacific Advisors, LP | 24,200 | $7.46M | 0.10% | −1,587−6.2% | Reduced |
| Camden Capital, LLC | 24,169 | $7.46M | 1.61% | +2,239+10.2% | Added |
| Brightworth | 24,185 | $7.46M | 0.76% | +653+2.8% | Added |
| Studio Investment Management LLC | 24,153 | $7.45M | 2.45% | −76−0.3% | Reduced |
| Morris Capital Advisors, LLC | 24,137 | $7.44M | 5.78% | −531−2.2% | Reduced |
| Ayalon Holdings Ltd. | 24,023 | $7.41M | 2.51% | +52+0.2% | Added |
| McDonough Capital Management, Inc | 24,012 | $7.40M | 6.43% | +648+2.8% | Added |
| Symmetry Investments LP | 24,000 | $7.40M | 2.40% | +2,767+13.0% | Added |
| Stamos Capital Partners, L.P. | 24,000 | $7.40M | 2.47% | +9,100+61.1% | Added |
| Family Legacy, Inc. | 23,966 | $7.39M | 3.08% | −863−3.5% | Reduced |
| Darwin Advisors, LLC | 23,921 | $7.38M | 1.21% | −2,193−8.4% | Reduced |
| Lindenwold Advisors | 23,855 | $7.36M | 4.52% | +1,213+5.4% | Added |
| Crown Wealth Group, LLC | 23,841 | $7.35M | 5.12% | +23,016+2,789.8% | Added |
| Byrne Asset Management LLC | 23,833 | $7.35M | 4.58% | +2,002+9.2% | Added |
| Annandale Capital, LLC | 23,745 | $7.32M | 2.89% | −3,500−12.8% | Reduced |
| Ar Asset Management Inc | 23,744 | $7.32M | 1.85% | +7,994+50.8% | Added |
| Sora Investors LLC | 23,739 | $7.32M | 3.40% | −9,426−28.4% | Reduced |
| O'Brien Greene & Co. Inc | 23,731 | $7.32M | 2.42% | +14,930+169.6% | Added |
| All Terrain Financial Advisors, LLC | 23,683 | $7.30M | 3.30% | −487−2.0% | Reduced |
| S.E.E.D. Planning Group LLC | 23,667 | $7.30M | 3.11% | +3,785+19.0% | Added |
| Jefferies Group LLC | 23,658 | $7.29M | 0.17% | −64,834−73.3% | Reduced |
| Financial Network Wealth Management LLC | 23,624 | $7.28M | 3.80% | +201+0.9% | Added |
| Mount Vernon Associates Inc | 23,622 | $7.28M | 7.06% | −140−0.6% | Reduced |
| Gateway Advisory, LLC | 23,602 | $7.28M | 1.98% | +387+1.7% | Added |
| Pinnacle Bancorp, Inc. | 23,603 | $7.28M | 2.52% | +419+1.8% | Added |