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 |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 23,585 | $7.27M | 2.11% | +4,294+22.3% | Added |
| Fortitude Advisory Group L.L.C. | 23,557 | $7.26M | 3.93% | −926−3.8% | Reduced |
| Jump Financial, LLC | 23,504 | $7.25M | 0.31% | −24,935−51.5% | Reduced |
| Cramer Rosenthal McGlynn LLC | 23,471 | $7.24M | 0.28% | −11,734−33.3% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 23,453 | $7.23M | 1.80% | −3,043−11.5% | Reduced |
| Cary Street Partners Asset Management LLC | 23,430 | $7.22M | 1.44% | +531+2.3% | Added |
| TBH Global Asset Management, LLC | 23,417 | $7.22M | 1.54% | −305−1.3% | Reduced |
| Townsend Asset Management Corp | 23,391 | $7.21M | 3.53% | +33+0.1% | Added |
| Brooks, Moore & Associates, Inc. | 23,390 | $7.21M | 4.43% | −1,546−6.2% | Reduced |
| Financial Advisory Service, Inc. | 23,279 | $7.18M | 0.68% | +2,604+12.6% | Added |
| Cunning Capital Partners, LP | 23,275 | $7.18M | 4.94% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 23,267 | $7.17M | 4.41% | −112−0.5% | Reduced |
| Stolper Co | 23,253 | $7.17M | 3.04% | −61−0.3% | Reduced |
| Providence Wealth Advisors, LLC | 23,139 | $7.16M | 4.60% | −334−1.4% | Reduced |
| Okabena Investment Services Inc | 23,214 | $7.16M | 3.03% | +1,434+6.6% | Added |
| Alcosta Capital Management, Inc. | 23,200 | $7.15M | 5.14% | −468−2.0% | Reduced |
| Ami Investment Management Inc | 23,132 | $7.13M | 3.21% | +81+0.4% | Added |
| TrimTabs Asset Management, LLC | 23,080 | $7.12M | 2.38% | +598+2.7% | Added |
| Compton Wealth Advisory Group, LLC | 23,062 | $7.11M | 2.74% | +586+2.6% | Added |
| Parisi Gray Wealth Management | 23,012 | $7.09M | 2.87% | +255+1.1% | Added |
| Stableford Capital II LLC | 23,534 | $7.09M | 3.00% | +659+2.9% | Added |
| NWK Group, Inc. | 22,937 | $7.07M | 3.82% | +11,739+104.8% | Added |
| Somerset Group LLC | 22,925 | $7.07M | 5.06% | −195−0.8% | Reduced |
| Intellectus Partners, LLC | 22,920 | $7.07M | 2.11% | +133+0.6% | Added |
| Charles Schwab Trust Co | 22,914 | $7.07M | 1.24% | −1,465−6.0% | Reduced |
| Beck Capital Management, LLC | 22,913 | $7.06M | 2.16% | −6,399−21.8% | Reduced |
| Optas, LLC | 22,907 | $7.06M | 2.31% | +261+1.2% | Added |
| Boxwood Ventures, Inc. | 22,898 | $7.06M | 14.72% | 00.0% | Unchanged |
| Leisure Capital Management | 22,860 | $7.05M | 3.56% | −110.0% | Reduced |
| Aspen Investment Management Inc | 22,855 | $7.05M | 3.70% | −1,764−7.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 22,843 | $7.04M | 1.25% | +763+3.5% | Added |
| Atlas Brown,Inc. | 22,837 | $7.04M | 2.87% | +1,506+7.1% | Added |
| Emerald Advisers, LLC | 22,818 | $7.04M | 0.27% | +10.0% | Added |
| Fruth Investment Management | 22,789 | $7.03M | 1.94% | −15−0.1% | Reduced |
| Beta Wealth Group, Inc. | 22,770 | $7.02M | 4.70% | −1,835−7.5% | Reduced |
| Laffer Tengler Investments | 22,739 | $7.01M | 2.11% | +162+0.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 22,722 | $7.01M | 4.29% | −136−0.6% | Reduced |
| Bangor Savings Bank | 22,715 | $7.00M | 0.74% | −236−1.0% | Reduced |
| Bell Bank | 22,688 | $7.00M | 0.78% | +952+4.4% | Added |
| Strong Tower Advisory Services | 22,644 | $6.98M | 3.58% | +387+1.7% | Added |
| Viridian Ria, LLC | 0 | $6.97M | 1.62% | −21,079−100.0% | Reduced |
| Mizuho Markets Cayman LP | 22,609 | $6.97M | 0.74% | +21,539+2,013.0% | Added |
| Guardian Wealth Advisors, LLC | 22,589 | $6.96M | 3.00% | −834−3.6% | Reduced |
| Pinnbrook Capital Management LP | 22,579 | $6.96M | 11.85% | −35,007−60.8% | Reduced |
| Murphy Pohlad Asset Management LLC | 22,581 | $6.96M | 2.81% | −2,412−9.7% | Reduced |
| Baker Boyer National Bank | 22,580 | $6.96M | 3.35% | −34−0.2% | Reduced |
| Northcape Wealth Management, LLC | 22,560 | $6.96M | 2.03% | +6,531+40.7% | Added |
| PDS Planning, Inc | 22,547 | $6.95M | 1.22% | +7,168+46.6% | Added |
| Telos Capital Management, Inc. | 22,536 | $6.95M | 0.90% | +182+0.8% | Added |
| United Fire Group Inc | 22,500 | $6.94M | 3.57% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 22,449 | $6.92M | 6.85% | +928+4.3% | Added |
| Peloton Wealth Strategists | 22,439 | $6.92M | 2.89% | −185−0.8% | Reduced |
| Scott Capital Advisors, LLC | 22,429 | $6.92M | 4.07% | −130−0.6% | Reduced |
| Manchester Capital Management LLC | 22,426 | $6.91M | 0.99% | −181−0.8% | Reduced |
| Buttonwood Financial Advisors Inc. | 22,426 | $6.91M | 6.24% | +3,614+19.2% | Added |
| San Luis Wealth Advisors LLC | 20,534 | $6.91M | 3.38% | +20,534 | New |
| GoalVest Advisory LLC | 22,385 | $6.90M | 3.89% | +22,385 | New |
| Geneva Partners, LLC | 22,314 | $6.88M | 4.25% | −8,310−27.1% | Reduced |
| Wrapmanager Inc | 22,228 | $6.85M | 1.84% | −1,972−8.1% | Reduced |
| Tempus Wealth Planning, LLC | 22,225 | $6.85M | 4.87% | −950−4.1% | Reduced |
| Forte Capital LLC | 20,372 | $6.85M | 0.87% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 22,121 | $6.82M | 4.46% | +341+1.6% | Added |
| Alps Advisors Inc | 22,100 | $6.81M | 0.07% | −3,055−12.1% | Reduced |
| Amica Retiree Medical Trust | 22,037 | $6.79M | 6.36% | −720−3.2% | Reduced |
| Advisors Management Group Inc | 22,025 | $6.79M | 2.29% | +4,893+28.6% | Added |
| Security Asset Management | 22,006 | $6.79M | 2.91% | −722−3.2% | Reduced |
| Summit Financial Strategies, Inc. | 22,005 | $6.78M | 1.37% | +255+1.2% | Added |
| Hudson Value Partners, LLC | 21,992 | $6.78M | 3.49% | +222+1.0% | Added |
| Dudley & Shanley, Inc. | 21,959 | $6.77M | 1.26% | 00.0% | Unchanged |
| FLC Capital Advisors | 21,952 | $6.77M | 1.90% | +3,769+20.7% | Added |
| Brandes Investment Partners, LP | 21,937 | $6.76M | 0.14% | +2,413+12.4% | Added |
| Advisor OS, LLC | 21,853 | $6.74M | 1.95% | −9,034−29.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 21,818 | $6.73M | 1.27% | +1,431+7.0% | Added |
| RB Capital Management, LLC | 21,805 | $6.72M | 2.18% | +2,193+11.2% | Added |
| Brookfield Asset Management Inc. | 21,779 | $6.71M | 0.03% | +19,916+1,069.0% | Added |
| MTM Investment Management, LLC | 21,739 | $6.70M | 3.24% | +622+2.9% | Added |
| Aft, Forsyth & Company, Inc. | 21,731 | $6.70M | 4.27% | −2,444−10.1% | Reduced |
| Fortis Capital Management LLC | 21,726 | $6.70M | 3.47% | −22−0.1% | Reduced |
| Kayak Investment Partners LLC | 21,641 | $6.67M | 5.90% | −21,516−49.9% | Reduced |
| Private Capital Group, LLC | 21,632 | $6.67M | 1.51% | −63−0.3% | Reduced |
| Eos Management, L.P. | 21,620 | $6.67M | 3.94% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 21,619 | $6.67M | 4.24% | +681+3.3% | Added |
| Pinkerton Retirement Specialists, LLC | 21,579 | $6.65M | 1.48% | +1,172+5.7% | Added |
| Legacy Financial Advisors, Inc. | 21,553 | $6.64M | 1.49% | +1,662+8.4% | Added |
| Eisler Capital (UK) Ltd. | 21,530 | $6.64M | 0.48% | +21,530 | New |
| Blue Edge Capital, LLC | 21,527 | $6.64M | 1.33% | +150+0.7% | Added |
| Cito Capital Group, LLC | 21,501 | $6.63M | 3.03% | −3,200−13.0% | Reduced |
| Catalyst Capital Advisors LLC | 21,487 | $6.63M | 0.29% | +388+1.8% | Added |
| New Potomac Partners, LLC | 21,458 | $6.62M | 4.65% | −1,548−6.7% | Reduced |
| Financial Advisors, LLC | 21,459 | $6.62M | 2.06% | +10.0% | Added |
| Scarborough Advisors, LLC | 21,414 | $6.60M | 2.11% | −330−1.5% | Reduced |
| S.A. Mason LLC | 21,308 | $6.57M | 4.10% | +378+1.8% | Added |
| KG&L Capital Management,LLC | 21,310 | $6.57M | 2.74% | +3,195+17.6% | Added |
| Permanens Capital L.P. | 21,269 | $6.56M | 1.02% | −13,615−39.0% | Reduced |
| West Family Investments, Inc. | 21,255 | $6.55M | 1.86% | +187+0.9% | Added |
| Kensington Investment Counsel, LLC | 21,239 | $6.55M | 4.33% | +731+3.6% | Added |
| Bank Pictet & Cie (Asia) Ltd | 21,234 | $6.55M | 1.77% | +1,555+7.9% | Added |
| Moseley Investment Management Inc | 21,167 | $6.53M | 3.53% | −343−1.6% | Reduced |
| Seven Eight Capital, LP | 21,149 | $6.52M | 0.87% | +21,149 | New |
| Pinnacle Wealth Management Group, Inc. | 21,140 | $6.52M | 4.90% | +247+1.2% | Added |