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 |
|---|---|---|---|---|---|
| First Capital Advisors Group, LLC. | 12,555 | $3.23M | 2.21% | −144−1.1% | Reduced |
| Stiles Financial Services Inc | 12,567 | $3.23M | 1.94% | −145−1.1% | Reduced |
| KC Investment Advisors, LLC | 12,581 | $3.23M | 2.69% | −164−1.3% | Reduced |
| Mirabella Financial Services LLP | 12,589 | $3.23M | 0.32% | +11,431+987.1% | Added |
| Bruderman Asset Management, LLC | 12,592 | $3.23M | 5.80% | +553+4.6% | Added |
| Lee Johnson Capital Management, LLC | 12,592 | $3.23M | 3.85% | +804+6.8% | Added |
| First National Bank | 12,648 | $3.25M | 3.07% | +113+0.9% | Added |
| First International Bank & Trust | 12,667 | $3.25M | 1.19% | −427−3.3% | Reduced |
| Miller Investment Management, LP | 12,694 | $3.26M | 0.67% | 00.0% | Unchanged |
| NewSquare Capital LLC | 12,705 | $3.26M | 0.42% | +160+1.3% | Added |
| Symmetry Investments LP | 12,715 | $3.27M | 1.81% | −11,285−47.0% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 12,758 | $3.28M | 1.62% | −4,683−26.9% | Reduced |
| Ironwood Financial, llc | 12,765 | $3.28M | 1.05% | 00.0% | Unchanged |
| TFC Financial Management | 12,776 | $3.28M | 0.98% | −30−0.2% | Reduced |
| Phocas Financial Corp. | 12,775 | $3.28M | 0.49% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 12,791 | $3.29M | 3.50% | −1,005−7.3% | Reduced |
| Richmond Brothers, Inc. | 12,795 | $3.29M | 3.36% | −420−3.2% | Reduced |
| REDW Wealth LLC | 12,826 | $3.29M | 1.21% | −190−1.5% | Reduced |
| Renasant Bank | 12,843 | $3.30M | 2.69% | +135+1.1% | Added |
| Settian Capital LP | 12,850 | $3.30M | 5.19% | 00.0% | Unchanged |
| Ardsley Advisory Partners LP | 12,900 | $3.31M | 0.82% | −6,600−33.8% | Reduced |
| Claraphi Advisory Network, LLC | 12,919 | $3.32M | 1.17% | −2,217−14.6% | Reduced |
| Prosperity Consulting Group, LLC | 12,927 | $3.32M | 2.88% | +1,914+17.4% | Added |
| Lynch Asset Management, Inc. | 12,950 | $3.33M | 2.72% | +450+3.6% | Added |
| Strengthening Families & Communities, LLC | 10,810 | $3.33M | 2.02% | +111+1.0% | Added |
| Silver Lake Advisory, LLC | 12,959 | $3.33M | 1.82% | −57−0.4% | Reduced |
| High Net Worth Advisory Group LLC | 12,970 | $3.33M | 1.38% | −297−2.2% | Reduced |
| Investors Research Corp | 12,973 | $3.33M | 1.00% | +175+1.4% | Added |
| Montz Harcus Wealth Management LLC | 12,976 | $3.33M | 3.51% | +328+2.6% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 13,000 | $3.34M | 1.93% | −6,000−31.6% | Reduced |
| CoreFirst Bank & Trust | 13,007 | $3.34M | 2.64% | −45−0.3% | Reduced |
| Redwood Investment Management, LLC | 13,026 | $3.35M | 0.56% | +2,113+19.4% | Added |
| Windsor Group LTD | 12,590 | $3.35M | 0.86% | −13,988−52.6% | Reduced |
| HMS Capital Management, LLC | 13,071 | $3.36M | 1.96% | +744+6.0% | Added |
| West Michigan Advisors, LLC | 13,080 | $3.36M | 2.88% | +600+4.8% | Added |
| Clean Yield Group | 13,089 | $3.36M | 1.40% | +55+0.4% | Added |
| City State Bank | 13,089 | $3.36M | 2.34% | +415+3.3% | Added |
| Schulhoff & Co Inc | 13,123 | $3.37M | 1.57% | −45−0.3% | Reduced |
| Well Done, LLC | 13,139 | $3.37M | 0.74% | +1,551+13.4% | Added |
| Berkeley Capital Partners, LLC | 13,148 | $3.38M | 1.39% | −139−1.0% | Reduced |
| Shaker Investments LLC | 13,150 | $3.38M | 2.15% | +10+0.1% | Added |
| LBMC Investment Advisors, LLC | 13,208 | $3.39M | 0.37% | −86−0.6% | Reduced |
| Wealthspan Partners, LLC | 13,222 | $3.40M | 3.51% | +466+3.7% | Added |
| City of London Investment Management Co Ltd | 13,261 | $3.41M | 0.24% | −5,367−28.8% | Reduced |
| WealthBridge Investment Counsel Inc. | 13,268 | $3.41M | 1.73% | +1,320+11.0% | Added |
| Austin Private Wealth, LLC | 13,272 | $3.41M | 0.76% | −467−3.4% | Reduced |
| Intercontinental Wealth Advisors, LLC | 13,293 | $3.41M | 0.93% | +682+5.4% | Added |
| Crystal Rock Capital Management | 13,295 | $3.42M | 3.24% | −2,275−14.6% | Reduced |
| Affiance Financial, LLC | 13,297 | $3.42M | 1.84% | −1,217−8.4% | Reduced |
| Sunflower Bank, N.A. | 13,308 | $3.42M | 0.68% | −11,746−46.9% | Reduced |
| First Pacific Financial | 13,319 | $3.42M | 1.61% | +387+3.0% | Added |
| Ocean Capital Management, LLC | 13,384 | $3.42M | 1.87% | +1,318+10.9% | Added |
| Ulrich Consultants & Investment Group, LLC | 13,321 | $3.42M | 1.87% | +13,321 | New |
| Dillon & Associates Inc | 13,327 | $3.42M | 0.77% | +896+7.2% | Added |
| DAGCO, Inc. | 13,455 | $3.43M | 1.77% | +136+1.0% | Added |
| Monte Financial Group, LLC | 13,354 | $3.43M | 2.00% | −310−2.3% | Reduced |
| Legacy CG, LLC | 13,381 | $3.44M | 2.37% | −613−4.4% | Reduced |
| Viewpoint Capital Management LLC | 13,385 | $3.44M | 3.22% | −110−0.8% | Reduced |
| Financial Avengers, Inc. | 13,393 | $3.44M | 2.79% | +881+7.0% | Added |
| HITE Hedge Asset Management LLC | 13,412 | $3.44M | 0.32% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 13,419 | $3.45M | 1.22% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 13,450 | $3.45M | 1.96% | +139+1.0% | Added |
| Modus Advisors, LLC | 13,447 | $3.45M | 1.75% | +564+4.4% | Added |
| tru Independence LLC | 13,452 | $3.46M | 1.11% | +174+1.3% | Added |
| Hazlett, Burt & Watson, Inc. | 13,482 | $3.46M | 3.17% | +319+2.4% | Added |
| Unison Asset Management LLC | 13,499 | $3.47M | 3.39% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13,502 | $3.47M | 0.65% | −119−0.9% | Reduced |
| Bond & Devick Financial Network, Inc. | 13,516 | $3.47M | 3.03% | −200−1.5% | Reduced |
| Glynn Capital Management LLC | 13,536 | $3.48M | 0.72% | 00.0% | Unchanged |
| Sierra Capital LLC | 13,543 | $3.48M | 0.63% | +681+5.3% | Added |
| Howard Financial Services, Ltd. | 13,556 | $3.48M | 1.18% | +1,085+8.7% | Added |
| Hudock, Inc. | 13,593 | $3.49M | 1.17% | −304−2.2% | Reduced |
| Butensky & Cohen Financial Security, Inc | 13,610 | $3.50M | 1.43% | −307−2.2% | Reduced |
| Royal Harbor Partners, LLC | 13,637 | $3.50M | 2.39% | +251+1.9% | Added |
| Veracity Capital LLC | 13,671 | $3.51M | 1.87% | −1,239−8.3% | Reduced |
| Bay Rivers Group | 13,691 | $3.52M | 3.13% | +473+3.6% | Added |
| Sterling Investment Counsel, LLC | 13,707 | $3.52M | 2.69% | +786+6.1% | Added |
| Vickerman Investment Advisors, Inc. | 13,712 | $3.52M | 1.67% | +986+7.7% | Added |
| Mountain Pacific Investment Advisers Inc | 13,733 | $3.53M | 0.27% | −283−2.0% | Reduced |
| Graybill Bartz & Assoc Ltd | 13,746 | $3.53M | 1.95% | +343+2.6% | Added |
| Altus Wealth Group LLC | 12,555 | $3.54M | 3.52% | −157−1.2% | Reduced |
| Port Capital LLC | 13,790 | $3.54M | 0.28% | +114+0.8% | Added |
| Premier Asset Management LLC | 12,622 | $3.54M | 2.87% | −6,610−34.4% | Reduced |
| Eudaimonia Advisors LLC | 13,800 | $3.54M | 2.44% | +342+2.5% | Added |
| Bigelow Investment Advisors, LLC | 13,799 | $3.54M | 1.95% | +550+4.2% | Added |
| McLean Asset Management Corp | 13,323 | $3.55M | 1.41% | −106−0.8% | Reduced |
| West Oak Capital, LLC | 13,816 | $3.55M | 1.86% | −319−2.3% | Reduced |
| Eagle Bay Advisors LLC | 13,823 | $3.55M | 2.16% | +391+2.9% | Added |
| Disciplined Investments, LLC | 13,883 | $3.57M | 1.61% | +874+6.7% | Added |
| Arbor Trust Wealth Advisors, LLC | 13,895 | $3.57M | 2.49% | +909+7.0% | Added |
| Salomon & Ludwin, LLC | 13,902 | $3.57M | 0.55% | +8,511+157.9% | Added |
| Financial Sense Advisors, Inc. | 13,901 | $3.57M | 1.32% | +10,450+302.8% | Added |
| St. Clair Advisors, LLC | 13,946 | $3.58M | 2.90% | −100−0.7% | Reduced |
| First Business Financial Services, Inc. | 13,955 | $3.58M | 0.48% | +53+0.4% | Added |
| Chemistry Wealth Management LLC | 13,956 | $3.58M | 1.38% | +221+1.6% | Added |
| Next Level Private LLC | 13,956 | $3.58M | 1.38% | +6,510+87.4% | Added |
| Gray Wealth Management Inc. | 13,994 | $3.59M | 2.18% | +375+2.8% | Added |
| ICW Investment Advisors LLC | 14,004 | $3.60M | 2.29% | −33−0.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 14,004 | $3.60M | 1.13% | +1,015+7.8% | Added |
| Financial Management Network Inc | 13,875 | $3.60M | 1.92% | −107−0.8% | Reduced |