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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,248 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $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 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Lumbard & Kellner, LLC | 9,906 | $2.54M | 1.30% | 00.0% | Unchanged |
| CKW Financial Group | 9,795 | $2.54M | 0.43% | −49−0.5% | Reduced |
| Madison Wealth Partners, Inc | 9,921 | $2.55M | 1.62% | +1,267+14.6% | Added |
| William Allan, LLC | 9,927 | $2.55M | 2.27% | +1,429+16.8% | Added |
| Prentiss Smith & Co Inc | 9,933 | $2.55M | 1.97% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 9,950 | $2.56M | 3.81% | +1,397+16.3% | Added |
| MKT Advisors LLC | 9,677 | $2.56M | 2.00% | −441−4.4% | Reduced |
| Threadgill Financial, LLC | 9,981 | $2.56M | 2.13% | −171−1.7% | Reduced |
| Wulff, Hansen & Co. | 9,982 | $2.56M | 2.90% | +20+0.2% | Added |
| McAlister, Sweet & Associates, Inc. | 9,982 | $2.56M | 2.60% | +943+10.4% | Added |
| D. Scott Neal, Inc. | 9,988 | $2.56M | 1.07% | −31−0.3% | Reduced |
| Rational Advisors LLC | 10,000 | $2.57M | 0.18% | −3,797−27.5% | Reduced |
| Peninsula Wealth, LLC | 9,999 | $2.57M | 0.87% | +293+3.0% | Added |
| Nellore Capital Management LLC | 10,000 | $2.57M | 0.69% | +10,000 | New |
| Atlas Private Wealth Advisors | 10,003 | $2.57M | 1.54% | −423−4.1% | Reduced |
| Integrity Financial Corp | 10,004 | $2.57M | 2.45% | +33+0.3% | Added |
| GeoWealth Management, LLC | 9,999 | $2.57M | 0.34% | −274−2.7% | Reduced |
| Paragon Financial Partners, Inc. | 10,026 | $2.58M | 2.65% | +256+2.6% | Added |
| Lehman & Derafelo Financial Resources LLC | 10,038 | $2.58M | 0.80% | −637−6.0% | Reduced |
| Derbend Asset Management | 10,040 | $2.58M | 2.15% | +1,765+21.3% | Added |
| Alesco Advisors LLC | 10,042 | $2.58M | 0.10% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10,041 | $2.58M | 0.42% | +1,759+21.2% | Added |
| Evergreen Wealth Solutions, LLC | 10,068 | $2.59M | 3.17% | +73+0.7% | Added |
| Rock Creek Group, LP | 10,073 | $2.59M | 0.30% | −637−5.9% | Reduced |
| MBA Advisors LLC | 10,073 | $2.59M | 1.78% | −63−0.6% | Reduced |
| Cahill Financial Advisors Inc | 10,077 | $2.59M | 0.55% | −788−7.3% | Reduced |
| Bayesian Capital Management, LP | 10,084 | $2.59M | 0.48% | +10,084 | New |
| QP Wealth Management, LLC | 10,106 | $2.60M | 3.56% | −130−1.3% | Reduced |
| Collective Family Office LLC | 10,121 | $2.60M | 1.13% | −2,276−18.4% | Reduced |
| New Jersey Better Educational Savings Trust | 10,124 | $2.60M | 8.17% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 10,145 | $2.61M | 2.58% | −11,581−53.3% | Reduced |
| Portolan Capital Management, LLC | 10,225 | $2.63M | 0.26% | −3,431−25.1% | Reduced |
| Redmond Asset Management, LLC | 10,234 | $2.63M | 0.94% | +81+0.8% | Added |
| Advus Financial Partners, LLC | 10,287 | $2.64M | 1.39% | +1,029+11.1% | Added |
| Capital Performance Advisors LLP | 10,316 | $2.65M | 1.63% | −84−0.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,357 | $2.66M | 1.81% | −130−1.2% | Reduced |
| G&S Capital LLC | 10,364 | $2.66M | 1.57% | −1,189−10.3% | Reduced |
| Palisades Hudson Asset Management, L.P. | 10,397 | $2.67M | 1.50% | −266−2.5% | Reduced |
| Tectonic Advisors LLC | 10,430 | $2.68M | 0.49% | +10+0.1% | Added |
| Mendel Capital Management LLC | 10,449 | $2.68M | 3.00% | −66−0.6% | Reduced |
| Hexagon Capital Partners LLC | 10,486 | $2.69M | 0.81% | +171+1.7% | Added |
| Oxford Financial Group Ltd | 10,486 | $2.69M | 0.40% | +733+7.5% | Added |
| Access Financial Services, Inc. | 10,499 | $2.70M | 1.54% | −125−1.2% | Reduced |
| NFP Retirement, Inc. | 10,508 | $2.70M | 0.68% | +39+0.4% | Added |
| Coston, McIsaac & Partners | 10,524 | $2.70M | 1.63% | +10,524 | New |
| Bouchey Financial Group Ltd | 10,527 | $2.70M | 0.43% | +38+0.4% | Added |
| Intrinsic Value Partners, LLC | 10,545 | $2.71M | 3.45% | +14+0.1% | Added |
| CM Wealth Advisors LLC | 10,547 | $2.71M | 1.66% | +10,547 | New |
| Sheets Smith Investment Management | 9,467 | $2.71M | 3.15% | −10,084−51.6% | Reduced |
| Norris Financial Group, LLC | 10,562 | $2.71M | 2.18% | +2,152+25.6% | Added |
| Sandy Cove Advisors, LLC | 10,566 | $2.71M | 2.47% | −27−0.3% | Reduced |
| Spouting Rock Asset Management, LLC | 10,568 | $2.71M | 1.76% | −23−0.2% | Reduced |
| Spinnaker Investment Group, LLC | 10,634 | $2.73M | 1.11% | −439−4.0% | Reduced |
| Brendel Financial Advisors LLC | 10,647 | $2.73M | 2.38% | −1,820−14.6% | Reduced |
| Deseret Mutual Benefit Administrators | 10,649 | $2.73M | 0.62% | +277+2.7% | Added |
| Flaharty Asset Management, LLC | 10,668 | $2.74M | 0.56% | +2,067+24.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 10,811 | $2.74M | 1.95% | +85+0.8% | Added |
| TSFG, LLC | 10,682 | $2.74M | 1.18% | +618+6.1% | Added |
| Adams Wealth Management | 10,694 | $2.75M | 1.04% | +426+4.1% | Added |
| Copperleaf Capital, LLC | 10,695 | $2.75M | 2.78% | +123+1.2% | Added |
| Callan Capital, LLC | 10,707 | $2.75M | 0.42% | +805+8.1% | Added |
| Bowman & Co S.C. | 10,761 | $2.76M | 2.41% | +1,194+12.5% | Added |
| Delphi Financial Group, Inc. | 10,800 | $2.77M | 1.30% | −5,400−33.3% | Reduced |
| Argus Investors' Counsel, Inc. | 10,800 | $2.77M | 2.05% | +310+3.0% | Added |
| St. Johns Investment Management Company, LLC | 10,817 | $2.78M | 1.77% | +170+1.6% | Added |
| De Burlo Group Inc | 10,822 | $2.78M | 0.79% | −100,031−90.2% | Reduced |
| Main Street Research LLC | 10,822 | $2.78M | 0.73% | −95,521−89.8% | Reduced |
| Signature Wealth Management Partners, LLC | 10,848 | $2.79M | 2.85% | +115+1.1% | Added |
| Arrow Capital Management, LLC | 10,856 | $2.79M | 5.50% | +10,856 | New |
| Calton & Associates, Inc. | 10,861 | $2.79M | 1.55% | −7,387−40.5% | Reduced |
| Sloy Dahl & Holst, LLC | 10,885 | $2.80M | 0.67% | −64−0.6% | Reduced |
| Fiducient Advisors LLC | 10,886 | $2.80M | 1.05% | +6,811+167.1% | Added |
| Tributary Capital Management, LLC | 10,890 | $2.80M | 0.28% | −281−2.5% | Reduced |
| American Institute for Advanced Investment Management, LLP | 10,891 | $2.80M | 2.45% | +70+0.6% | Added |
| Harfst & Associates, Inc. | 10,913 | $2.80M | 0.80% | +371+3.5% | Added |
| Samalin Investment Counsel, LLC | 10,916 | $2.80M | 1.98% | −295−2.6% | Reduced |
| Walker Financial Services, Inc. | 10,925 | $2.81M | 2.73% | +45+0.4% | Added |
| Manhattan West Asset Management, LLC | 10,932 | $2.81M | 1.70% | +1,009+10.2% | Added |
| Private Capital Group, LLC | 10,936 | $2.81M | 2.11% | −10,696−49.4% | Reduced |
| Jacobsen Capital Management | 10,937 | $2.81M | 1.49% | +2,686+32.6% | Added |
| Caliber Wealth Management, LLC | 10,955 | $2.81M | 2.19% | −907−7.6% | Reduced |
| JJJ Advisors Inc. | 10,024 | $2.81M | 0.84% | +688+7.4% | Added |
| Connective Portfolio Management, LLC | 10,958 | $2.81M | 4.83% | +5,479+100.0% | Added |
| Legal Advantage Investments, Inc. | 10,974 | $2.82M | 2.75% | +3,325+43.5% | Added |
| Titus Wealth Management | 10,983 | $2.82M | 1.41% | +1,625+17.4% | Added |
| PBMares Wealth Management LLC | 11,003 | $2.83M | 1.21% | +387+3.6% | Added |
| Cascade Investment Advisors, Inc. | 11,018 | $2.83M | 2.22% | −601−5.2% | Reduced |
| Fortem Financial Group, LLC | 11,051 | $2.84M | 1.86% | −192−1.7% | Reduced |
| Beirne Wealth Consulting Services, LLC | 11,103 | $2.85M | 1.86% | −584−5.0% | Reduced |
| DSC Advisors, L.P. | 11,176 | $2.87M | 2.88% | −489−4.2% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 11,198 | $2.88M | 3.70% | −21,304−65.5% | Reduced |
| Ahrens Investment Partners LLC | 11,205 | $2.88M | 1.27% | −261−2.3% | Reduced |
| Tru Independence Asset Management 2, LLC | 11,228 | $2.88M | 2.37% | −5,938−34.6% | Reduced |
| Commons Capital, LLC | 11,249 | $2.89M | 4.37% | −92−0.8% | Reduced |
| 626 Financial, LLC | 11,247 | $2.89M | 2.20% | +254+2.3% | Added |
| Cardinal Strategic Wealth Guidance | 11,239 | $2.89M | 1.48% | −499−4.3% | Reduced |
| Certified Advisory Corp | 11,273 | $2.90M | 0.65% | +50+0.4% | Added |
| Single Point Partners, LLC | 11,278 | $2.90M | 0.79% | +3,043+37.0% | Added |
| Meadow Creek Wealth Advisors LLC | 11,280 | $2.90M | 3.56% | −255−2.2% | Reduced |
| Sofos Investments, Inc. | 11,279 | $2.90M | 0.27% | +5,112+82.9% | Added |