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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
4,516
+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
2,074 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.

Institutional holdersQ2 2022: 4,515 institutions
Q1 2021: 4,005 institutionsQ2 2021: 3,989 institutionsQ3 2021: 4,035 institutionsQ4 2021: 4,553 institutionsQ1 2022: 4,549 institutionsQ2 2022: 4,515 institutionsQ3 2022: 4,508 institutionsQ4 2022: 4,679 institutionsQ1 2023: 4,717 institutionsQ2 2023: 4,815 institutionsQ3 2023: 4,861 institutionsQ4 2023: 5,216 institutionsQ1 2024: 5,240 institutionsQ2 2024: 5,269 institutionsQ3 2024: 5,301 institutionsQ4 2024: 5,876 institutionsQ1 2025: 5,776 institutionsQ2 2025: 5,828 institutionsQ3 2025: 5,865 institutionsQ4 2025: 6,329 institutionsQ1 2026: 6,237 institutionsQ2 2026: 6,248 institutions
Value heldQ2 2022: $1.34T
Q1 2021: $1.26TQ2 2021: $1.43TQ3 2021: $1.49TQ4 2021: $1.77TQ1 2022: $1.61TQ2 2022: $1.34TQ3 2022: $1.23TQ4 2022: $1.27TQ1 2023: $1.52TQ2 2023: $1.79TQ3 2023: $1.66TQ4 2023: $1.99TQ1 2024: $2.23TQ2 2024: $2.37TQ3 2024: $2.27TQ4 2024: $2.26TQ1 2025: $2.01TQ2 2025: $2.67TQ3 2025: $2.76TQ4 2025: $2.66TQ1 2026: $1.99TQ2 2026: $2.05T
Institutions holding MSFT and their total value by quarter
QuarterHoldersValue
Q2 20266,248$2.05T
Q1 20266,237$1.99T
Q4 20256,329$2.66T
Q3 20255,865$2.76T
Q2 20255,828$2.67T
Q1 20255,776$2.01T
Q4 20245,876$2.26T
Q3 20245,301$2.27T
Q2 20245,269$2.37T
Q1 20245,240$2.23T
Q4 20235,216$1.99T
Q3 20234,861$1.66T
Q2 20234,815$1.79T
Q1 20234,717$1.52T
Q4 20224,679$1.27T
Q3 20224,508$1.23T
Q2 20224,515$1.34T
Q1 20224,549$1.61T
Q4 20214,553$1.77T
Q3 20214,035$1.49T
Q2 20213,989$1.43T
Q1 20214,005$1.26T

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q1 2022.

Institutions holding MSFT in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Stillwater Investment Management, LLC8,766$2.25M0.67%+465+5.6%Added
Traphagen Investment Advisors LLC8,767$2.25M0.42%+1,018+13.1%Added
Colonial River Wealth Management, LLC8,769$2.25M1.48%−2,356−21.2%Reduced
PSI Advisors, LLC8,780$2.26M1.11%+1,592+22.1%Added
Sterneck Capital Management, LLC8,792$2.26M1.51%+210+2.4%Added
Kathmere Capital Management, LLC8,840$2.27M0.42%+1,142+14.8%Added
Delphia (USA) Inc.8,867$2.28M1.57%+1,758+24.7%Added
Conway Capital Management, Inc.8,870$2.28M2.04%00.0%Unchanged
White Knight Strategic Wealth Advisors, LLC8,900$2.29M3.16%+155+1.8%Added
Ramsey Quantitative Systems8,900$2.29M3.22%+8,900New
Goodwin Daniel L8,915$2.29M1.26%+198+2.3%Added
Tilia Fiduciary Partners, Inc.9,030$2.29M2.19%+860+10.5%Added
Mayport, LLC8,949$2.30M1.89%+177+2.0%Added
Trexquant Investment LP8,968$2.30M0.10%+8,968New
Advisory Services & Investments, LLC8,993$2.31M2.21%+305+3.5%Added
Firethorn Wealth Partners, LLC8,310$2.31M1.88%+94+1.1%Added
Gould Asset Management LLC9,020$2.32M0.75%−275−3.0%Reduced
Eagle Bluffs Wealth Management LLC9,034$2.32M2.50%+2,059+29.5%Added
Woodard & Co Asset Management Group Inc9,037$2.32M0.95%−1,456−13.9%Reduced
Summit Financial Wealth Advisors, LLC8,966$2.32M0.55%+247+2.8%Added
Alhambra Investment Partners LLC9,040$2.32M1.68%−293−3.1%Reduced
H. L. Ormond & Company, LLC9,059$2.33M3.77%−747−7.6%Reduced
Neumann Capital Management, LLC9,067$2.33M1.18%−400−4.2%Reduced
Heron Financial Group, LLC9,079$2.33M1.41%−1,304−12.6%Reduced
DMG Group, LLC9,021$2.33M2.76%−184−2.0%Reduced
Tarbox Family Office, Inc.9,103$2.34M0.53%+533+6.2%Added
Capstone Wealth Management Group, LLC9,109$2.34M2.82%+7+0.1%Added
Nvest Financial, LLC9,136$2.35M2.46%−84−0.9%Reduced
Delta Capital Management LLC9,150$2.35M1.77%00.0%Unchanged
Grace & White Inc9,150$2.35M0.49%00.0%Unchanged
MA Private Wealth9,303$2.35M0.57%−738−7.3%Reduced
One Wealth Advisors, LLC9,155$2.35M0.63%−93−1.0%Reduced
Kelly Lawrence W & Associates Inc9,155$2.35M0.64%00.0%Unchanged
Carson Advisory Inc.9,164$2.35M2.63%+385+4.4%Added
D'Orazio & Associates, Inc.9,170$2.35M0.63%−680−6.9%Reduced
Cutter & CO Brokerage, Inc.9,185$2.36M0.81%+428+4.9%Added
Charter Oak Capital Management, LLC9,189$2.36M0.32%+321+3.6%Added
Pring Turner Capital Group Inc9,196$2.36M2.27%−275−2.9%Reduced
Sentinel Trust Co Lba9,215$2.37M0.36%−80−0.9%Reduced
One + One Wealth Management, LLC9,222$2.37M1.80%−43−0.5%Reduced
ETF Managers Group, LLC9,106$2.37M0.07%+25+0.3%Added
Merrion Investment Management Co, LLC9,236$2.37M2.30%−80−0.9%Reduced
Guerra Pan Advisors, LLC8,450$2.37M2.94%00.0%Unchanged
ERn Financial, LLC9,236$2.37M0.58%+2,748+42.4%Added
Aire Advisors, LLC9,246$2.38M0.85%−422−4.4%Reduced
Foresight Wealth Management, LLC9,293$2.39M0.83%+529+6.0%Added
Asset Management Group, Inc.9,303$2.39M0.57%+156+1.7%Added
Investment Advisory Group, LLC9,295$2.39M1.63%+996+12.0%Added
Concord Asset Management, LLC9,314$2.39M1.75%+121+1.3%Added
Running Point Capital Advisors, LLC9,312$2.39M1.54%+68+0.7%Added
Towercrest Capital Management9,317$2.39M0.54%+10+0.1%Added
Oliver Luxxe Assets LLC9,316$2.39M0.71%+407+4.6%Added
Regal Wealth Group, Inc.9,340$2.40M1.73%+121+1.3%Added
Difesa Capital Management, LP9,375$2.41M1.62%−1,150−10.9%Reduced
Cladis Investment Advisory, LLC9,378$2.41M2.41%00.0%Unchanged
Semmax Financial Advisors Inc.8,334$2.41M0.98%−709−7.8%Reduced
Alliance Wealth Advisors, LLC9,385$2.41M2.08%+437+4.9%Added
Ellenbecker Investment Group9,424$2.42M0.74%−131−1.4%Reduced
Pecaut & Co.9,427$2.42M1.36%−365−3.7%Reduced
Greenup Street Wealth Management LLC9,455$2.43M1.15%−240−2.5%Reduced
First National Corp9,463$2.43M0.64%−20−0.2%Reduced
TTP Investments, Inc.9,470$2.43M2.91%+3,236+51.9%Added
HT Partners LLC9,488$2.44M0.97%+10.0%Added
Keebeck Alpha, LP9,489$2.44M1.10%+1,389+17.1%Added
Colrain Capital LLC9,500$2.44M3.82%00.0%Unchanged
Red Wave Investments LLC9,522$2.45M1.00%−68−0.7%Reduced
Monticello Wealth Management, LLC9,528$2.45M0.27%+70+0.7%Added
BT Wealth Management LLC9,535$2.45M0.69%−100−1.0%Reduced
Members Capital Advisors Inc9,555$2.45M1.78%00.0%Unchanged
Omnia Family Wealth, LLC9,560$2.46M1.81%−334−3.4%Reduced
Affinity Capital Advisors, LLC9,580$2.46M0.84%+97+1.0%Added
Insight Inv LLC9,597$2.46M2.49%+15+0.2%Added
Zeit Capital LLC9,650$2.48M2.38%−500−4.9%Reduced
Eads & Heald Wealth Management9,649$2.48M1.33%−32−0.3%Reduced
Measured Wealth Private Client Group, LLC9,648$2.48M1.09%+558+6.1%Added
Western Pacific Wealth Management, LP9,657$2.48M2.42%−100−1.0%Reduced
OneAscent Financial Services LLC9,656$2.48M1.12%+4,488+86.8%Added
Indiana Trust & Investment Management CO9,666$2.48M1.39%−134−1.4%Reduced
VERITY Wealth Advisors9,719$2.50M2.43%+243+2.6%Added
Frank, Rimerman Advisors LLC9,725$2.50M0.95%−2,444−20.1%Reduced
Eidelman Virant Capital9,834$2.50M1.80%−5,722−36.8%Reduced
Benchmark Financial Wealth Advisors, LLC9,749$2.50M1.28%−259−2.6%Reduced
Marion Wealth Management9,750$2.50M1.31%+440+4.7%Added
Provident Trust Co9,754$2.50M0.06%00.0%Unchanged
Smith Anglin Financial, LLC9,771$2.51M0.73%−291−2.9%Reduced
Cross Staff Investments Inc9,782$2.51M2.77%+10.0%Added
Primoris Wealth Advisors, LLC9,800$2.52M3.78%+171+1.8%Added
Northstar Group, Inc.9,819$2.52M0.73%00.0%Unchanged
Marshall Financial Group LLC9,831$2.52M1.01%+527+5.7%Added
Titleist Asset Management, Ltd.9,837$2.53M0.63%−596−5.7%Reduced
Rbo & Co LLC9,835$2.53M0.46%00.0%Unchanged
East Coast Asset Management, LLC.9,842$2.53M1.20%−245−2.4%Reduced
KerberRose Wealth Management, LLC9,845$2.53M2.06%+9,845New
Peoples Bank9,858$2.53M1.57%−95−1.0%Reduced
TKG Advisors, LLC9,867$2.53M2.18%−1,600−14.0%Reduced
Arvest Trust Co N A9,867$2.53M0.17%+710+7.8%Added
Waypoint Capital Advisors, LLC9,880$2.54M1.15%+726+7.9%Added
Drive Wealth Management, LLC9,879$2.54M2.32%+2,394+32.0%Added
Mezzasalma Advisors, LLC9,894$2.54M2.15%+470+5.0%Added
Cahaba Wealth Management, Inc.9,898$2.54M0.36%−678−6.4%Reduced