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; 6,247 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, Q2 2022
Institutional positions in Microsoft Corp as of Jun 30, 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
- 4,515
- +31 vs. Q1 2022
- Shares held
- 5.22B
- +10.4M (+0.2%) vs. Q1 2022
- Total value
- $1.34T
- −$257.4B (−16.1%) vs. Q1 2022
- New holders
- 144
- 2,073 more added
- Sold out
- 113
- 1,950 more reduced
65 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $1.77T |
| Q3 2021 | 4,035 | $1.49T |
| Q2 2021 | 3,989 | $1.43T |
| Q1 2021 | 4,005 | $1.26T |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | 53 | $0 | 0.00% | +53 | New |
| Dark Forest Capital Management LP | 2 | $1.00K | 0.00% | −116−98.3% | Reduced |
| Kathleen S. Wright Associates Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Berkshire Capital Holdings Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 13 | $3.00K | 0.00% | +11+550.0% | Added |
| Old North State Trust, LLC | 14 | $3.54K | 3.24% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 15 | $4.00K | 0.00% | +15 | New |
| Syverson Strege & Co | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 1,384 | $5.00K | 0.09% | −456−24.8% | Reduced |
| Emerson Wealth Management, LLC | 18 | $5.00K | 0.00% | +18 | New |
| Navigation Wealth Management, Inc. | 36 | $9.00K | 1.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 11,750 | $10.8K | 0.01% | +4,085+53.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 44 | $11.0K | 0.00% | −41−48.2% | Reduced |
| Advocacy Wealth Management Services, LLC | 51 | $13.0K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 47 | $13.0K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 49 | $13.0K | 0.02% | +2+4.3% | Added |
| Macroview Investment Management LLC | 55 | $14.0K | 0.02% | 00.0% | Unchanged |
| Insight Financial Services | 65 | $16.0K | 0.04% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 77 | $20.0K | 0.05% | +6+8.5% | Added |
| Win Advisors, Inc | 83 | $22.0K | 0.04% | +39+88.6% | Added |
| Kessler Investment Group, LLC | 94 | $24.0K | 0.02% | +76+422.2% | Added |
| Iron Horse Wealth Management, LLC | 113 | $29.0K | 0.02% | +3+2.7% | Added |
| DB Fitzpatrick & Co, Inc | 153 | $39.0K | 0.04% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 159 | $41.0K | 0.02% | −276−63.4% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 164 | $42.0K | 0.02% | −5−3.0% | Reduced |
| Wells Financial Advisors INC | 170 | $44.0K | 0.04% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 192 | $49.3K | 0.02% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 221 | $57.0K | 0.02% | 00.0% | Unchanged |
| Avondale Wealth Management | 256 | $66.0K | 0.08% | −26−9.2% | Reduced |
| Beutel, Goodman & Co Ltd. | 261 | $67.0K | 0.00% | 00.0% | Unchanged |
| Estate Counselors, LLC | 274 | $70.0K | 0.01% | 00.0% | Unchanged |
| Saban Cheryl | 274 | $70.0K | 19.94% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 276 | $71.0K | 0.05% | −8−2.8% | Reduced |
| Newfound Research LLC | 296 | $76.0K | 0.16% | +60+25.4% | Added |
| John W. Brooker & Co., CPAs | 312 | $80.0K | 0.05% | 00.0% | Unchanged |
| Family CFO Inc | 316 | $81.2K | 0.09% | 00.0% | Unchanged |
| Darrow Company, Inc. | 319 | $82.0K | 0.08% | +319 | New |
| Danda Trouve Investment Management, Inc. | 344 | $88.0K | 0.14% | −71−17.1% | Reduced |
| Evolution Advisers, Inc. | 341 | $88.0K | 0.07% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 369 | $95.0K | 0.00% | −242,963−99.8% | Reduced |
| Grayhawk Investment Strategies Inc. | 315 | $104.0K | 0.05% | +315 | New |
| Bromfield Sneider Wealth Advisors | 444 | $114.0K | 0.14% | −658−59.7% | Reduced |
| Ameliora Wealth Management Ltd. | 465 | $119.0K | 0.14% | −13,188−96.6% | Reduced |
| Axim Planning & Wealth | 466 | $120.0K | 0.09% | +466 | New |
| Roth Financial Partners LLC | 500 | $128.0K | 0.10% | 00.0% | Unchanged |
| Cowen and Company, LLC | 500 | $128.0K | 0.01% | +500 | New |
| Cutler Capital Management, LLC | 502 | $129.0K | 0.05% | +1+0.2% | Added |
| Turim 21 Investimentos Ltda. | 522 | $134.0K | 0.12% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 525 | $135.0K | 0.06% | −2−0.4% | Reduced |
| MayTech Global Investments, LLC | 548 | $141.0K | 0.04% | 00.0% | Unchanged |
| FAI Wealth Management | 573 | $147.0K | 0.14% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 581 | $149.0K | 0.03% | −233−28.6% | Reduced |
| Your Advocates Ltd., LLP | 592 | $152.0K | 0.09% | 00.0% | Unchanged |
| Savior LLC | 600 | $154.0K | 0.14% | +50+9.1% | Added |
| Lake Point Wealth Management | 602 | $155.0K | 0.09% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 614 | $158.0K | 0.06% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 620 | $159.2K | 0.04% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 623 | $160.0K | 0.01% | +623 | New |
| WFA Asset Management Corp | 673 | $172.8K | 0.12% | −6−0.9% | Reduced |
| Strategic Asset Management, LLC | 664 | $175.0K | 0.28% | +5+0.8% | Added |
| Maryland Capital Advisors Inc. | 696 | $179.0K | 0.19% | 00.0% | Unchanged |
| Portland Hill Asset Management Ltd | 731 | $188.0K | 0.25% | 00.0% | Unchanged |
| Karlinski Andrew C | 750 | $193.0K | 0.29% | −296−28.3% | Reduced |
| Wexford Capital LP | 777 | $200.0K | 0.03% | +1+0.1% | Added |
| Goodwin Investment Advisory | 785 | $201.8K | 0.16% | −50−6.0% | Reduced |
| Skylands Capital, LLC | 790 | $203.0K | 0.03% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 794 | $204.0K | 0.12% | 00.0% | Unchanged |
| New Harbor Financial Group, LLC | 800 | $205.0K | 0.13% | −50−5.9% | Reduced |
| Goodman Financial Corp | 800 | $205.0K | 0.07% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 801 | $206.0K | 0.08% | +801 | New |
| Delta Accumulation, LLC | 806 | $207.0K | 7.28% | +1+0.1% | Added |
| Biltmore Wealth Management, LLC | 816 | $209.0K | 0.09% | +6+0.7% | Added |
| DBK Financial Counsel, LLC | 820 | $211.0K | 0.34% | +820 | New |
| Halpern Financial, Inc. | 834 | $214.2K | 0.08% | +43+5.4% | Added |
| HFR Wealth Management, LLC | 836 | $215.0K | 0.06% | −34−3.9% | Reduced |
| Libra Wealth LLC | 837 | $215.0K | 0.15% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 841 | $216.0K | 0.32% | −335−28.5% | Reduced |
| Wakefield Asset Management LLLP | 844 | $217.0K | 0.09% | 00.0% | Unchanged |
| LPWM LLC | 816 | $218.0K | 0.12% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 854 | $219.3K | 0.04% | +48+6.0% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 858 | $220.0K | 0.13% | 00.0% | Unchanged |
| Kendall Capital Management | 862 | $221.0K | 0.12% | 00.0% | Unchanged |
| ETF Portfolio Partners, Inc. | 864 | $222.0K | 0.10% | +47+5.8% | Added |
| Schubert & Co | 863 | $222.0K | 0.21% | +446+107.0% | Added |
| Mosaic Advisors LLC | 873 | $224.0K | 0.17% | 00.0% | Unchanged |
| Tri-Star Advisors Inc. | 866 | $225.0K | 0.11% | −524−37.7% | Reduced |
| New Perspectives, Inc | 895 | $229.7K | 0.19% | +211+30.8% | Added |
| Bullseye Investment Management, LLC | 12,084 | $230.0K | 0.21% | +700+6.1% | Added |
| Armor Investment Advisors, LLC | 895 | $230.0K | 0.15% | −100−10.1% | Reduced |
| Sanchez Wealth Management Group | 900 | $231.0K | 0.11% | −43−4.6% | Reduced |
| Telemetry Investments, L.L.C. | 900 | $231.0K | 0.35% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 900 | $231.0K | 0.10% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 901 | $231.0K | 0.09% | +31+3.6% | Added |
| Spectrum Financial Alliance Ltd LLC | 908 | $233.0K | 0.14% | +908 | New |
| Blueprint Investment Partners LLC | 911 | $234.0K | 0.06% | −24,780−96.5% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 916 | $235.0K | 0.12% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 928 | $238.0K | 1.01% | −2,072−69.1% | Reduced |
| Triune Financial Partners, LLC | 933 | $239.6K | 0.13% | +95+11.3% | Added |
| Causeway Capital Management LLC | 941 | $242.0K | 0.01% | −17−1.8% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 942 | $242.0K | 0.07% | −3−0.3% | Reduced |