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 |
|---|---|---|---|---|---|
| Wealth Management Partners, LLC | 22,000 | $6.50M | 4.63% | +1,000+4.8% | Added |
| Sculati Wealth Management, LLC | 21,051 | $6.49M | 3.17% | +100+0.5% | Added |
| IMA Wealth, Inc. | 21,047 | $6.49M | 1.49% | +220+1.1% | Added |
| Resonant Capital Advisors, LLC | 20,960 | $6.49M | 0.96% | +549+2.7% | Added |
| First Commonwealth Financial Corp | 20,983 | $6.47M | 2.08% | +582+2.9% | Added |
| Citizens National Bank Trust Department | 23,259 | $6.46M | 2.60% | −533−2.2% | Reduced |
| Bank of Stockton | 20,932 | $6.45M | 2.01% | −720−3.3% | Reduced |
| Sitrin Capital Management LLC | 20,916 | $6.45M | 3.23% | −12,610−37.6% | Reduced |
| Golden State Wealth Management, LLC | 20,916 | $6.45M | 1.26% | −6,307−23.2% | Reduced |
| Highview Capital Management LLC | 20,882 | $6.44M | 4.14% | +1,624+8.4% | Added |
| Mraz, Amerine & Associates, Inc. | 20,878 | $6.44M | 1.53% | −261−1.2% | Reduced |
| Centerpoint Advisors, LLC | 20,871 | $6.43M | 2.95% | −126−0.6% | Reduced |
| WD Rutherford LLC | 20,846 | $6.43M | 3.67% | −100.0% | Reduced |
| Hengehold Capital Management LLC | 20,815 | $6.42M | 0.88% | −1,708−7.6% | Reduced |
| First United Bank Trust | 20,814 | $6.42M | 2.52% | −537−2.5% | Reduced |
| MCF Advisors LLC | 20,774 | $6.41M | 0.60% | +20,774 | New |
| GYL Financial Synergies, LLC | 20,721 | $6.39M | 1.53% | −439−2.1% | Reduced |
| AlphaCrest Capital Management LLC | 20,718 | $6.39M | 0.36% | −12,426−37.5% | Reduced |
| Hourglass Capital, LLC | 20,697 | $6.38M | 1.99% | −705−3.3% | Reduced |
| AllGen Financial Advisors, Inc. | 20,636 | $6.36M | 5.31% | +73+0.4% | Added |
| Octavia Wealth Advisors, LLC | 20,633 | $6.36M | 1.41% | +111+0.5% | Added |
| Breiter Capital Management Inc | 20,612 | $6.36M | 3.14% | −930−4.3% | Reduced |
| RDA Financial Network | 20,576 | $6.34M | 2.68% | +797+4.0% | Added |
| Agate Pass Investment Management, LLC | 20,558 | $6.34M | 3.96% | +662+3.3% | Added |
| Insight Advisors, LLC | 20,506 | $6.32M | 1.89% | +1,309+6.8% | Added |
| Canton Hathaway, LLC | 20,464 | $6.31M | 1.77% | −171−0.8% | Reduced |
| Richelieu Gestion PLC | 20,463 | $6.31M | 5.01% | +20,463 | New |
| George Kaiser Family Foundation | 20,438 | $6.30M | 1.03% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 20,434 | $6.30M | 1.12% | +1,190+6.2% | Added |
| Ahl Investment Management, Inc. | 20,434 | $6.30M | 5.77% | +3,161+18.3% | Added |
| Wealth Effects LLC | 20,417 | $6.29M | 2.94% | +273+1.4% | Added |
| Van Leeuwen & Company, LLC | 20,412 | $6.29M | 4.63% | −4,379−17.7% | Reduced |
| Advisor Resource Council | 20,375 | $6.28M | 1.92% | −25,424−55.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 20,340 | $6.27M | 4.00% | +331+1.7% | Added |
| Elgethun Capital Management | 20,340 | $6.27M | 2.13% | +49+0.2% | Added |
| Diversified Investment Strategies, LLC | 20,327 | $6.27M | 4.29% | −390−1.9% | Reduced |
| Strategic Financial Services, Inc, | 20,324 | $6.27M | 0.47% | −872−4.1% | Reduced |
| Private Portfolio Partners LLC | 20,307 | $6.26M | 1.55% | +586+3.0% | Added |
| Keudell/Morrison Wealth Management | 20,292 | $6.26M | 2.62% | −616−2.9% | Reduced |
| High Pines Wealth Management, LLC | 20,286 | $6.25M | 4.60% | −1,623−7.4% | Reduced |
| Cozad Asset Management Inc | 20,242 | $6.24M | 0.87% | +4,870+31.7% | Added |
| Palouse Capital Management, Inc. | 20,231 | $6.24M | 2.75% | +473+2.4% | Added |
| Regatta Capital Group, LLC | 20,200 | $6.23M | 2.15% | +451+2.3% | Added |
| Integrated Investment Consultants, LLC | 20,179 | $6.22M | 1.74% | −1,162−5.4% | Reduced |
| VisionPoint Advisory Group, LLC | 24,349 | $6.22M | 2.88% | −2,489−9.3% | Reduced |
| Cottage Street Advisors LLC | 20,136 | $6.21M | 3.71% | +549+2.8% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $6.20M | 5.66% | +1,479+7.9% | Added |
| Aviance Capital Partners, LLC | 20,040 | $6.18M | 1.13% | +418+2.1% | Added |
| EPG Wealth Management LLC | 20,029 | $6.17M | 2.14% | +1,019+5.4% | Added |
| Ellevest, Inc. | 20,016 | $6.17M | 0.52% | +4,258+27.0% | Added |
| Apeiron Capital Ltd | 20,000 | $6.17M | 2.73% | −89,600−81.8% | Reduced |
| Barbara Oil Co. | 20,000 | $6.17M | 2.82% | 00.0% | Unchanged |
| Third Security, LLC | 20,000 | $6.17M | 2.44% | +20,000 | New |
| HC Financial Advisors Inc | 19,975 | $6.16M | 3.67% | −1,425−6.7% | Reduced |
| Latitude Advisors, LLC | 19,955 | $6.15M | 1.39% | +6,361+46.8% | Added |
| Strategic Wealth Designers | 19,948 | $6.15M | 1.47% | +2,199+12.4% | Added |
| L2 Asset Management, LLC | 19,869 | $6.13M | 3.81% | +2,995+17.7% | Added |
| United Bank | 19,818 | $6.11M | 3.24% | +870+4.6% | Added |
| Atticus Wealth Management, LLC | 19,795 | $6.10M | 2.23% | +2,239+12.8% | Added |
| Concord Wealth Partners | 19,792 | $6.10M | 1.58% | +1,024+5.5% | Added |
| IMS Capital Management | 19,756 | $6.09M | 3.21% | +909+4.8% | Added |
| Magnus Financial Group LLC | 19,743 | $6.09M | 1.02% | +5,976+43.4% | Added |
| Freedom Day Solutions, LLC | 19,708 | $6.08M | 2.60% | +5,252+36.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 19,675 | $6.07M | 2.36% | +110+0.6% | Added |
| Convergence Investment Partners, LLC | 19,629 | $6.05M | 3.12% | +1,069+5.8% | Added |
| McBroom & Associates, LLC | 19,627 | $6.05M | 5.36% | −585−2.9% | Reduced |
| Peninsula Asset Management Inc | 19,605 | $6.04M | 3.06% | +180+0.9% | Added |
| Schrum Private Wealth Management LLC | 21,174 | $6.04M | 6.07% | +228+1.1% | Added |
| Bull Street Advisors, LLC | 19,579 | $6.04M | 2.93% | −464−2.3% | Reduced |
| Ardsley Advisory Partners LP | 19,500 | $6.04M | 1.24% | +2,000+11.4% | Added |
| Fairhaven Wealth Management, LLC | 19,559 | $6.03M | 2.45% | +595+3.1% | Added |
| Sheets Smith Investment Management | 19,551 | $6.03M | 7.41% | −298−1.5% | Reduced |
| Bluesphere Advisors, LLC | 19,524 | $6.02M | 5.09% | +86+0.4% | Added |
| Optimum Investment Advisors | 19,514 | $6.02M | 2.53% | −762−3.8% | Reduced |
| Lane Generational LLC | 19,512 | $6.02M | 5.54% | +501+2.6% | Added |
| Perpetual Investment Management Ltd | 19,513 | $6.02M | 0.76% | +4,500+30.0% | Added |
| Mathes Company, Inc. | 19,502 | $6.01M | 2.33% | −1,065−5.2% | Reduced |
| Marino, Stram & Associates LLC | 19,492 | $6.01M | 1.90% | +458+2.4% | Added |
| Sterling Investment Advisors, Ltd. | 19,478 | $6.00M | 1.70% | −977−4.8% | Reduced |
| First Command Financial Services, Inc. | 19,448 | $6.00M | 0.82% | +370+1.9% | Added |
| First Command Bank | 19,448 | $6.00M | 0.82% | +623+3.3% | Added |
| Leeward Financial Partners, LLC | 19,432 | $5.99M | 3.70% | +885+4.8% | Added |
| Bordeaux Wealth Advisors LLC | 19,428 | $5.99M | 3.23% | +1,018+5.5% | Added |
| Page Arthur B | 19,383 | $5.98M | 4.66% | −788−3.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 19,382 | $5.98M | 2.94% | +345+1.8% | Added |
| Boothbay Fund Management, LLC | 19,347 | $5.96M | 0.19% | −33,952−63.7% | Reduced |
| Security National Bank of So Dak | 19,320 | $5.96M | 4.15% | +138+0.7% | Added |
| US Asset Management LLC | 19,311 | $5.95M | 5.48% | +80+0.4% | Added |
| Field & Main Bank | 19,294 | $5.95M | 3.60% | +445+2.4% | Added |
| Institutional & Family Asset Management, LLC | 19,284 | $5.95M | 0.94% | −420−2.1% | Reduced |
| Beacon Financial Group | 19,028 | $5.94M | 0.79% | −31−0.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 19,263 | $5.94M | 2.50% | −199−1.0% | Reduced |
| Premier Asset Management LLC | 19,232 | $5.93M | 1.85% | +15,468+410.9% | Added |
| Montgomery Investment Management Inc | 19,205 | $5.92M | 2.03% | 00.0% | Unchanged |
| Intrua Financial, LLC | 19,177 | $5.91M | 1.06% | −33−0.2% | Reduced |
| Cape Ann Savings Bank | 19,167 | $5.91M | 3.89% | −638−3.2% | Reduced |
| MONECO Advisors, LLC | 19,165 | $5.91M | 2.17% | +914+5.0% | Added |
| Capital Management Associates | 19,157 | $5.91M | 6.34% | +105+0.6% | Added |
| Creegan & Nassoura Financial Group, LLC | 19,154 | $5.91M | 4.43% | −20−0.1% | Reduced |
| Mechanics Financial Corp | 19,151 | $5.90M | 3.03% | +40+0.2% | Added |