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 |
|---|---|---|---|---|---|
| Groesbeck Investment Management Corp | 7,688 | $1.98M | 3.26% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 7,690 | $1.98M | 1.04% | +81+1.1% | Added |
| Vanguard Capital Wealth Advisors | 7,716 | $1.98M | 2.24% | −26−0.3% | Reduced |
| Demars Financial Group, LLC | 7,734 | $1.99M | 1.13% | −6,239−44.7% | Reduced |
| Storm King Capital Partners, LLC | 7,746 | $1.99M | 20.92% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 7,743 | $1.99M | 0.98% | +56+0.7% | Added |
| Hamilton Capital, LLC | 7,747 | $1.99M | 0.13% | −5−0.1% | Reduced |
| Tealwood Asset Management Inc | 7,755 | $1.99M | 0.99% | −61−0.8% | Reduced |
| Zimmermann Investment Management & Planning LLC | 7,767 | $2.00M | 1.37% | +262+3.5% | Added |
| Clearview Wealth Advisors LLC | 7,778 | $2.00M | 1.50% | +53+0.7% | Added |
| apricus wealth, LLC | 7,790 | $2.00M | 1.83% | −704−8.3% | Reduced |
| WealthTrust Asset Management, LLC | 7,802 | $2.00M | 1.89% | −4,899−38.6% | Reduced |
| Ativo Capital Management LLC | 7,806 | $2.00M | 1.35% | +441+6.0% | Added |
| Apexium Financial, LP | 7,809 | $2.01M | 1.15% | +1,784+29.6% | Added |
| GenTrust, LLC | 7,820 | $2.01M | 0.17% | +2,001+34.4% | Added |
| Financial Advisory Group | 7,822 | $2.01M | 0.43% | +58+0.7% | Added |
| Clarity Wealth Advisors, LLC | 7,853 | $2.02M | 1.15% | +1,124+16.7% | Added |
| Paces Ferry Wealth Advisors, LLC | 7,880 | $2.02M | 1.99% | −299−3.7% | Reduced |
| Opes Wealth Management LLC | 7,884 | $2.02M | 0.81% | −23−0.3% | Reduced |
| Westhampton Capital, LLC | 7,919 | $2.03M | 1.44% | +367+4.9% | Added |
| Aft, Forsyth & Sober, LLC | 7,925 | $2.04M | 0.95% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 7,924 | $2.04M | 0.29% | +250+3.3% | Added |
| Barnes Pettey Financial Advisors, LLC | 7,949 | $2.04M | 2.64% | +330+4.3% | Added |
| Goldstream Capital Management Ltd | 8,000 | $2.06M | 1.79% | −7,500−48.4% | Reduced |
| Granite Point Capital Management, L.P. | 8,000 | $2.06M | 1.79% | 00.0% | Unchanged |
| Privium Fund Management B.V. | 8,000 | $2.06M | 0.70% | +8,000 | New |
| Iron Financial, LLC | 8,007 | $2.06M | 1.08% | −377−4.5% | Reduced |
| KLCM Advisors, Inc. | 8,015 | $2.06M | 0.46% | +47+0.6% | Added |
| Sharkey, Howes & Javer | 8,018 | $2.06M | 0.50% | −899−10.1% | Reduced |
| BCS Wealth Management | 8,023 | $2.06M | 0.92% | +1,615+25.2% | Added |
| Washburn Capital Management, Inc. | 8,043 | $2.07M | 1.78% | −367−4.4% | Reduced |
| Mascoma Wealth Management LLC | 8,047 | $2.07M | 0.71% | +98+1.2% | Added |
| Rede Wealth, LLC | 8,056 | $2.07M | 1.20% | +37+0.5% | Added |
| Satovsky Asset Management LLC | 8,072 | $2.07M | 1.21% | −23−0.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 7,696 | $2.07M | 1.24% | −87−1.1% | Reduced |
| Salvus Wealth Management, LLC | 8,089 | $2.08M | 1.86% | −159−1.9% | Reduced |
| EHP Funds Inc. | 8,100 | $2.08M | 0.38% | −4,210−34.2% | Reduced |
| Pathway Financial Advisors LLC | 8,105 | $2.08M | 0.87% | +809+11.1% | Added |
| Wealth Quarterback LLC | 8,115 | $2.08M | 1.62% | +8,115 | New |
| Landaas & Co | 8,124 | $2.09M | 1.29% | −504−5.8% | Reduced |
| Mainstay Capital Management LLC | 8,164 | $2.10M | 0.48% | −74−0.9% | Reduced |
| S.C. Financial Services, Inc. | 8,165 | $2.10M | 3.22% | −26−0.3% | Reduced |
| Sweet Financial Partners, LLC | 8,186 | $2.10M | 0.66% | +1,575+23.8% | Added |
| Green Square Capital Advisors LLC | 8,204 | $2.11M | 0.39% | +1,238+17.8% | Added |
| Northeast Financial Group, Inc. | 8,211 | $2.11M | 1.78% | −1,876−18.6% | Reduced |
| BSW Wealth Partners | 8,235 | $2.12M | 0.51% | +15+0.2% | Added |
| Magnolia Capital Management Ltd | 8,238 | $2.12M | 2.07% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 8,280 | $2.13M | 0.84% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8,290 | $2.13M | 0.32% | +1,980+31.4% | Added |
| Independent Wealth Network Inc. | 8,300 | $2.13M | 1.54% | −465−5.3% | Reduced |
| Wealth Advisors of Iowa, LLC | 7,699 | $2.13M | 0.56% | +4,641+151.8% | Added |
| Twin Focus Capital Partners, LLC | 8,318 | $2.14M | 0.48% | +675+8.8% | Added |
| Evolution Wealth Advisors, LLC | 8,287 | $2.14M | 0.54% | −22−0.3% | Reduced |
| Genesee Capital Advisors, LLC | 8,333 | $2.14M | 1.50% | +771+10.2% | Added |
| Opal Wealth Advisors, LLC | 8,343 | $2.14M | 1.42% | +301+3.7% | Added |
| Summit Wealth & Retirement Planning, Inc. | 8,355 | $2.15M | 0.82% | +875+11.7% | Added |
| Lumature Wealth Partners, LLC | 8,381 | $2.15M | 0.96% | −633−7.0% | Reduced |
| Southern Capital Advisors, LLC | 8,392 | $2.15M | 1.71% | +371+4.6% | Added |
| Seven Eight Capital, LP | 8,411 | $2.16M | 0.87% | −12,738−60.2% | Reduced |
| Optimas Capital Ltd | 8,410 | $2.16M | 2.65% | −8,385−49.9% | Reduced |
| Walker Asset Management, LLC | 8,422 | $2.16M | 1.95% | +201+2.4% | Added |
| Ellis Investment Partners, LLC | 8,429 | $2.16M | 0.58% | −755−8.2% | Reduced |
| Tortoise Investment Management, LLC | 8,447 | $2.17M | 0.43% | −179−2.1% | Reduced |
| Rosenberg Matthew Hamilton | 8,365 | $2.17M | 0.82% | −388−4.4% | Reduced |
| Twin Lakes Capital Management, LLC | 8,462 | $2.17M | 1.57% | −53−0.6% | Reduced |
| Round Hill Asset Management | 8,459 | $2.17M | 1.33% | 00.0% | Unchanged |
| Mount Lucas Management LP | 8,462 | $2.17M | 0.73% | +286+3.5% | Added |
| Acima Private Wealth, LLC | 8,499 | $2.18M | 1.09% | +124+1.5% | Added |
| Three Bridge Wealth Advisors, LLC | 8,499 | $2.18M | 1.07% | −213−2.4% | Reduced |
| TMD Wealth Management, LLC | 8,509 | $2.19M | 0.92% | +150+1.8% | Added |
| Legacy Bridge, LLC | 8,520 | $2.19M | 1.61% | −497−5.5% | Reduced |
| Morris Retirement Advisors, LLC | 8,521 | $2.19M | 1.91% | −121−1.4% | Reduced |
| Gill Capital Partners, LLC | 7,102 | $2.19M | 0.96% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 8,522 | $2.19M | 0.76% | +3,146+58.5% | Added |
| Pointe Capital Management LLC | 8,542 | $2.19M | 1.64% | −472−5.2% | Reduced |
| Sovereign Financial Group, Inc. | 8,559 | $2.20M | 0.87% | −202−2.3% | Reduced |
| SFE Investment Counsel | 8,623 | $2.21M | 0.66% | +520+6.4% | Added |
| Traverso Chambers Private Wealth Management, LLC | 8,629 | $2.22M | 0.74% | −121−1.4% | Reduced |
| Purus Wealth Management, LLC | 8,642 | $2.22M | 1.98% | +134+1.6% | Added |
| Midwest Professional Planners, LTD. | 8,642 | $2.22M | 1.25% | +379+4.6% | Added |
| Redhawk Wealth Advisors, Inc. | 8,642 | $2.22M | 1.01% | −199−2.3% | Reduced |
| Fortress Wealth Group, LLC | 8,659 | $2.22M | 1.92% | +940+12.2% | Added |
| Ti-Trust, Inc | 8,668 | $2.23M | 2.28% | −3,279−27.4% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,666 | $2.23M | 0.76% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 8,675 | $2.23M | 0.41% | +104+1.2% | Added |
| Kaizen Financial Strategies | 8,681 | $2.23M | 2.21% | +98+1.1% | Added |
| Truepoint, Inc. | 8,695 | $2.23M | 0.12% | +1,396+19.1% | Added |
| CTC Capital Management, LLC | 8,700 | $2.23M | 2.43% | +8,700 | New |
| Loveless Wealth Management LLC | 8,703 | $2.23M | 1.46% | −13−0.1% | Reduced |
| Wellspring Financial Advisors, LLC | 8,708 | $2.24M | 0.78% | +172+2.0% | Added |
| Round Table Services, LLC | 8,712 | $2.24M | 0.41% | +62+0.7% | Added |
| Aua Capital Management, LLC | 8,719 | $2.24M | 1.30% | −12−0.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 8,721 | $2.24M | 2.46% | −157−1.8% | Reduced |
| Reitz Capital Advisors LLC | 8,731 | $2.24M | 2.01% | +353+4.2% | Added |
| Index Fund Advisors, Inc. | 8,738 | $2.24M | 0.17% | +503+6.1% | Added |
| Engineers Gate Manager LP | 8,743 | $2.25M | 0.08% | −260−2.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 8,747 | $2.25M | 0.05% | −341−3.8% | Reduced |
| Castle Wealth Management LLC | 8,754 | $2.25M | 1.31% | +8,754 | New |
| Cypress Wealth Services, LLC | 8,765 | $2.25M | 0.72% | −2,541−22.5% | Reduced |
| Stillwater Investment Management, LLC | 8,766 | $2.25M | 0.67% | +465+5.6% | Added |