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; 6,248 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 | 6,248 | $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 |
|---|---|---|---|---|---|
| Bluefin Capital Management, LLC | 5,672 | $1.48M | 0.20% | −3,696−39.5% | Reduced |
| Brevan Howard Capital Management LP | 5,750 | $1.48M | 1.08% | +5,750 | New |
| First Citizens Financial Corp | 5,772 | $1.48M | 1.31% | +90+1.6% | Added |
| Pictet Bank & Trust Ltd | 5,780 | $1.48M | 1.02% | −1,179−16.9% | Reduced |
| Dean Investment Associates, LLC | 5,796 | $1.49M | 0.29% | −81−1.4% | Reduced |
| Indie Asset Partners, LLC | 5,793 | $1.49M | 1.31% | −66−1.1% | Reduced |
| Column Capital Advisors, LLC | 5,823 | $1.50M | 0.29% | +3+0.1% | Added |
| LFA - Lugano Financial Advisors SA | 5,834 | $1.50M | 1.05% | +457+8.5% | Added |
| Family Firm, Inc. | 5,845 | $1.50M | 0.44% | +11+0.2% | Added |
| Capital Impact Advisors, LLC | 5,853 | $1.50M | 1.39% | −1,393−19.2% | Reduced |
| Rock Point Advisors, LLC | 5,852 | $1.50M | 0.51% | −65−1.1% | Reduced |
| Selective Wealth Management, Inc. | 5,865 | $1.51M | 0.54% | +359+6.5% | Added |
| Aspireon Wealth Advisors | 5,841 | $1.51M | 0.68% | +655+12.6% | Added |
| RHS Financial, LLC | 5,871 | $1.51M | 1.24% | −110−1.8% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 5,873 | $1.51M | 0.67% | −20.0% | Reduced |
| US Financial Advisors, LLC | 5,876 | $1.51M | 0.85% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 5,884 | $1.51M | 0.42% | +484+9.0% | Added |
| Aletheian Wealth Advisors LLC | 5,886 | $1.51M | 1.54% | +722+14.0% | Added |
| Professional Financial Advisors, LLC | 5,902 | $1.52M | 0.85% | −3−0.1% | Reduced |
| Breakline Capital LLC | 5,916 | $1.52M | 1.74% | −10,784−64.6% | Reduced |
| Capital Financial Services, LLC | 5,932 | $1.52M | 2.15% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 5,939 | $1.52M | 0.71% | +402+7.3% | Added |
| Ironwood Investment Management LLC | 5,947 | $1.53M | 1.02% | −278−4.5% | Reduced |
| Rodgers & Associates, LTD | 5,959 | $1.53M | 0.26% | +50+0.8% | Added |
| Lloyd Park, LLC | 5,959 | $1.53M | 1.60% | +745+14.3% | Added |
| Old North State Wealth Management, LLC | 5,948 | $1.53M | 1.74% | +395+7.1% | Added |
| Coastal Capital Group, Inc. | 5,977 | $1.53M | 0.42% | −169−2.7% | Reduced |
| C M Bidwell & Associates Ltd | 5,976 | $1.53M | 1.21% | −125−2.0% | Reduced |
| Horan Securities, Inc. | 6,011 | $1.54M | 0.94% | +409+7.3% | Added |
| Kellett Schaffner Wealth Advisors LLC | 5,987 | $1.54M | 1.99% | −72−1.2% | Reduced |
| Prescott Group Capital Management, L.L.C. | 6,000 | $1.54M | 0.41% | 00.0% | Unchanged |
| Viking Fund Management LLC | 6,000 | $1.54M | 0.36% | 00.0% | Unchanged |
| Latash Investments, LLC | 6,000 | $1.54M | 1.27% | 00.0% | Unchanged |
| Check Capital Management Inc | 6,029 | $1.55M | 0.15% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 6,129 | $1.55M | 1.22% | +2,056+50.5% | Added |
| Smallwood Wealth Investment Management, LLC | 6,031 | $1.55M | 1.57% | +2,417+66.9% | Added |
| Hillsdale Investment Management Inc. | 6,034 | $1.55M | 0.12% | −51−0.8% | Reduced |
| Rocky Mountain Advisers, LLC | 6,067 | $1.56M | 1.92% | −39−0.6% | Reduced |
| ERTS Wealth Advisors, LLC | 6,100 | $1.57M | 0.44% | +52+0.9% | Added |
| First National Bank Sioux Falls | 6,104 | $1.57M | 2.00% | −1,700−21.8% | Reduced |
| Campbell Wealth Management | 6,114 | $1.57M | 0.22% | −1,393−18.6% | Reduced |
| Detalus Advisors, LLC | 6,140 | $1.58M | 0.93% | −349−5.4% | Reduced |
| Navellier & Associates Inc | 6,146 | $1.58M | 0.34% | −315−4.9% | Reduced |
| CMG Global Holdings, LLC | 6,174 | $1.59M | 1.64% | −509−7.6% | Reduced |
| Draper Asset Management, LLC | 6,200 | $1.59M | 1.89% | +184+3.1% | Added |
| Truadvice, LLC | 5,623 | $1.59M | 0.84% | +1,787+46.6% | Added |
| Campion Asset Management LLC | 6,214 | $1.60M | 1.58% | −235−3.6% | Reduced |
| Virginia National Bank | 6,216 | $1.60M | 2.50% | −214−3.3% | Reduced |
| RVW Wealth, LLC | 6,215 | $1.60M | 0.21% | +2,437+64.5% | Added |
| Autus Asset Management, LLC | 6,223 | $1.60M | 0.28% | +17+0.3% | Added |
| Cutler Group LP | 6,236 | $1.60M | 0.22% | −217−3.4% | Reduced |
| Reuter James Wealth Management, LLC | 6,237 | $1.60M | 1.00% | −176−2.7% | Reduced |
| New World Advisors LLC | 6,343 | $1.60M | 0.86% | −73−1.1% | Reduced |
| AtlasMark Financial, Inc | 6,248 | $1.60M | 2.32% | +400+6.8% | Added |
| Beacon Capital Management, LLC | 5,228 | $1.61M | 0.40% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 6,281 | $1.61M | 1.96% | +1,783+39.6% | Added |
| Cornerstone National Bank & Trust Co | 6,288 | $1.61M | 0.81% | +189+3.1% | Added |
| AllSquare Wealth Management LLC | 6,289 | $1.61M | 1.10% | +315+5.3% | Added |
| Deuterium Capital Management, LLC | 6,300 | $1.62M | 6.22% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 6,311 | $1.62M | 0.90% | −82−1.3% | Reduced |
| Goepper Burkhardt LLC | 6,324 | $1.62M | 1.14% | +10+0.2% | Added |
| Absolute Capital Management, LLC | 6,347 | $1.63M | 2.62% | −978−13.4% | Reduced |
| PRW Wealth Management LLC | 6,355 | $1.63M | 0.96% | +767+13.7% | Added |
| Paradigm Capital Management, LLC | 6,356 | $1.63M | 2.05% | −1,125−15.0% | Reduced |
| Birchcreek Wealth Management, LLC | 6,354 | $1.63M | 1.46% | +289+4.8% | Added |
| Guild Investment Management, Inc. | 6,316 | $1.64M | 2.47% | −3,964−38.6% | Reduced |
| Texas Capital Bancshares Inc | 6,370 | $1.64M | 1.23% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 6,356 | $1.64M | 1.77% | +897+16.4% | Added |
| Delos Wealth Advisors, LLC | 6,376 | $1.64M | 1.85% | +85+1.4% | Added |
| Navalign, LLC | 6,378 | $1.64M | 0.72% | +27+0.4% | Added |
| Kohmann Bosshard Financial Services, LLC | 6,386 | $1.64M | 0.36% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 6,399 | $1.64M | 0.00% | −6−0.1% | Reduced |
| Momentum Advisors, LLC | 6,408 | $1.65M | 1.85% | +6,408 | New |
| Red Cedar Capital, LLC | 6,434 | $1.65M | 1.12% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 6,477 | $1.66M | 0.45% | +384+6.3% | Added |
| Hummer Financial Advisory Services Inc | 6,480 | $1.66M | 1.88% | 00.0% | Unchanged |
| Cortland Associates Inc | 6,488 | $1.67M | 0.28% | −10.0% | Reduced |
| Capital Directions Investment Advisors, LLC | 6,490 | $1.67M | 0.55% | −496−7.1% | Reduced |
| Bridgeworth, LLC | 6,496 | $1.67M | 0.39% | −236−3.5% | Reduced |
| Norwood Financial Corp | 6,492 | $1.67M | 2.84% | +58+0.9% | Added |
| Cavalier Investments, LLC | 6,510 | $1.67M | 0.58% | −630−8.8% | Reduced |
| Meridian Financial, LLC | 6,513 | $1.67M | 1.88% | +104+1.6% | Added |
| FOCUS Wealth Advisors, LLC | 6,527 | $1.68M | 1.15% | +103+1.6% | Added |
| Profit Investment Management, LLC | 6,530 | $1.68M | 1.23% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 6,539 | $1.68M | 0.14% | −3,801−36.8% | Reduced |
| Retirement Income Solutions, Inc | 6,536 | $1.68M | 0.60% | −833−11.3% | Reduced |
| WestHill Financial Advisors, Inc. | 6,539 | $1.68M | 0.55% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 6,541 | $1.68M | 1.20% | −112−1.7% | Reduced |
| Cedar Wealth Management, LLC | 6,556 | $1.68M | 0.77% | −227−3.3% | Reduced |
| Alterity Financial Group, LLC | 6,581 | $1.69M | 2.51% | +6,581 | New |
| Ade, LLC | 6,601 | $1.70M | 1.80% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 6,606 | $1.70M | 0.39% | −263−3.8% | Reduced |
| Golden Green, Inc. | 6,608 | $1.70M | 1.79% | −184−2.7% | Reduced |
| OneAscent Wealth Management LLC | 6,637 | $1.71M | 0.87% | −1,287−16.2% | Reduced |
| Triton Wealth Management, PLLC | 6,199 | $1.71M | 1.20% | +178+3.0% | Added |
| Abacus Wealth Partners, LLC | 6,643 | $1.71M | 0.89% | −1,041−13.5% | Reduced |
| Larson Financial Group LLC | 6,654 | $1.71M | 0.30% | +372+5.9% | Added |
| TrueWealth Advisors, LLC | 6,656 | $1.71M | 0.79% | +1,113+20.1% | Added |
| CMC Financial Group | 6,653 | $1.71M | 2.91% | +30.0% | Added |
| Parkside Advisors LLC | 6,670 | $1.71M | 0.62% | +29+0.4% | Added |