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
- +30 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
- 114
- 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 |
|---|---|---|---|---|---|
| Fuller & Thaler Asset Management, Inc. | 15,327 | $3.94M | 0.03% | −9,200−37.5% | Reduced |
| Helios Capital Management Pte. Ltd | 15,325 | $3.94M | 7.42% | +2,400+18.6% | Added |
| UMA Financial Services, Inc. | 14,176 | $3.94M | 1.14% | +42+0.3% | Added |
| West Bancorporation Inc | 15,353 | $3.94M | 2.78% | −661−4.1% | Reduced |
| Alta Wealth Advisors LLC | 15,386 | $3.95M | 2.74% | −535−3.4% | Reduced |
| Snider Financial Group | 15,408 | $3.96M | 2.16% | −3,184−17.1% | Reduced |
| WNY Asset Management, LLC | 15,420 | $3.96M | 1.34% | +305+2.0% | Added |
| Altman Advisors, Inc. | 14,425 | $3.96M | 2.26% | +596+4.3% | Added |
| Taylor Hoffman Wealth Management | 15,273 | $3.96M | 1.94% | +54+0.4% | Added |
| Hirtle Callaghan & Co LLC | 15,456 | $3.97M | 0.24% | +174+1.1% | Added |
| Oak Harbor Wealth Partners, LLC | 15,477 | $3.98M | 1.58% | +512+3.4% | Added |
| Perkins Capital Management Inc | 15,493 | $3.98M | 4.12% | 00.0% | Unchanged |
| Pluribus Labs, LLC | 15,495 | $3.98M | 7.26% | +5,937+62.1% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 15,509 | $3.98M | 1.03% | +3,353+27.6% | Added |
| Hourglass Capital, LLC | 15,517 | $3.98M | 1.41% | −5,180−25.0% | Reduced |
| JSF Financial, LLC | 15,533 | $3.99M | 1.81% | +464+3.1% | Added |
| New England Research & Management, Inc. | 15,531 | $3.99M | 2.32% | +1,710+12.4% | Added |
| Citadel Investment Advisory, Inc. | 15,538 | $3.99M | 2.71% | −600−3.7% | Reduced |
| High Note Wealth, LLC | 15,545 | $3.99M | 1.56% | +2,069+15.4% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 14,933 | $4.00M | 2.62% | −507−3.3% | Reduced |
| SC&H Financial Advisors, Inc. | 15,586 | $4.00M | 1.87% | +1,903+13.9% | Added |
| McElhenny Sheffield Capital Management, LLC | 15,589 | $4.00M | 1.87% | +370+2.4% | Added |
| Home Federal Bank of Tennessee | 15,594 | $4.00M | 1.56% | −285−1.8% | Reduced |
| Regency Capital Management Inc. | 15,597 | $4.01M | 4.31% | +2,731+21.2% | Added |
| HAP Trading, LLC | 15,634 | $4.01M | 0.50% | +15,634 | New |
| Capstone Financial Advisors, Inc. | 15,638 | $4.02M | 0.34% | −26−0.2% | Reduced |
| Capstone Triton Financial Group, LLC | 15,201 | $4.03M | 3.04% | −81−0.5% | Reduced |
| SkyOak Wealth, LLC | 15,701 | $4.03M | 1.38% | −1,388−8.1% | Reduced |
| Jeppson Wealth Management, LLC | 15,702 | $4.03M | 1.73% | +2,255+16.8% | Added |
| AAFMAA Wealth Management & Trust LLC | 15,714 | $4.04M | 2.72% | −1,339−7.9% | Reduced |
| Am Investment Strategies LLC | 15,740 | $4.04M | 1.41% | −927−5.6% | Reduced |
| Noesis Capital Mangement Corp | 15,776 | $4.05M | 1.20% | −1,210−7.1% | Reduced |
| Curated Wealth Partners LLC | 15,774 | $4.05M | 1.19% | +2,562+19.4% | Added |
| Blackhawk Capital Partners LLC. | 15,780 | $4.05M | 3.16% | −2,876−15.4% | Reduced |
| Wedgewood Investors Inc | 15,805 | $4.06M | 5.74% | −30−0.2% | Reduced |
| Pflug Koory, LLC | 15,814 | $4.06M | 2.34% | +2,164+15.9% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 15,970 | $4.07M | 3.64% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 15,837 | $4.07M | 2.85% | +450+2.9% | Added |
| Guardian Investment Management | 15,840 | $4.07M | 3.54% | −1,500−8.7% | Reduced |
| Ssi Investment Management LLC | 15,850 | $4.07M | 0.26% | −95−0.6% | Reduced |
| LexAurum Advisors, LLC | 15,866 | $4.08M | 1.52% | +435+2.8% | Added |
| Brookmont Capital Management | 15,911 | $4.09M | 2.81% | −835−5.0% | Reduced |
| Essex LLC | 15,913 | $4.09M | 1.27% | +1,683+11.8% | Added |
| Cornercap Investment Counsel Inc | 15,949 | $4.10M | 0.71% | +523+3.4% | Added |
| Athena Investment Management | 15,975 | $4.10M | 3.23% | +890+5.9% | Added |
| Northcape Wealth Management, LLC | 15,993 | $4.11M | 1.57% | −6,567−29.1% | Reduced |
| Investors Asset Management of Georgia Inc | 16,016 | $4.11M | 2.13% | 00.0% | Unchanged |
| Private Capital Management LLC | 13,340 | $4.11M | 1.31% | 00.0% | Unchanged |
| Herbst Group, LLC | 15,902 | $4.13M | 3.26% | +210+1.3% | Added |
| New Capital Management LP | 15,392 | $4.13M | 2.28% | −1,326−7.9% | Reduced |
| Patron Partners Advisors, LLC | 16,092 | $4.13M | 3.28% | −52−0.3% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 16,100 | $4.13M | 3.90% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 16,124 | $4.14M | 4.06% | +415+2.6% | Added |
| Thomas White International Ltd | 16,132 | $4.14M | 0.83% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 16,140 | $4.14M | 0.91% | +301+1.9% | Added |
| Kowal Investment Group, LLC | 16,172 | $4.15M | 1.36% | +870+5.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 16,238 | $4.17M | 2.90% | +47+0.3% | Added |
| Algert Global LLC | 16,264 | $4.18M | 0.31% | +1,022+6.7% | Added |
| Consilio Wealth Advisors, LLC | 16,276 | $4.18M | 3.39% | +8,755+116.4% | Added |
| Choice Wealth Advisors, LLC | 16,276 | $4.18M | 3.39% | +16,276 | New |
| Werlinich Asset Management, LLC | 16,306 | $4.19M | 3.92% | −530−3.1% | Reduced |
| Trust Co | 16,330 | $4.19M | 0.90% | −13−0.1% | Reduced |
| Shayne & Co., LLC | 16,348 | $4.20M | 2.49% | 00.0% | Unchanged |
| MBL Wealth, LLC | 16,350 | $4.20M | 1.05% | +89+0.5% | Added |
| Apriem Advisors | 16,360 | $4.20M | 0.72% | +703+4.5% | Added |
| Bradley Mark J. | 16,379 | $4.21M | 3.81% | −120−0.7% | Reduced |
| TCG Advisory Services, LLC | 16,376 | $4.21M | 1.31% | +1,005+6.5% | Added |
| Lattice Capital Management, LLC | 16,668 | $4.21M | 7.78% | +38+0.2% | Added |
| Hubbell Strickland Wealth Management, LLC | 16,412 | $4.21M | 2.81% | +5,062+44.6% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 16,457 | $4.23M | 6.50% | −1,378−7.7% | Reduced |
| Grant/GrossMendelsohn, LLC | 16,682 | $4.23M | 2.36% | −113−0.7% | Reduced |
| Signature Wealth Management Group | 16,497 | $4.24M | 2.06% | −23−0.1% | Reduced |
| Foster Group, Inc. | 16,517 | $4.24M | 0.30% | +1,227+8.0% | Added |
| Everhart Financial Group, Inc. | 16,538 | $4.25M | 2.58% | +396+2.5% | Added |
| HNP Capital LLC | 16,558 | $4.25M | 1.17% | −9,050−35.3% | Reduced |
| Financial Advisory Partners, LLC | 16,560 | $4.25M | 1.76% | +504+3.1% | Added |
| Retirement Solution Inc. | 16,596 | $4.26M | 2.31% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 16,602 | $4.26M | 0.76% | −3,836−18.8% | Reduced |
| Compton Capital Management Inc | 16,612 | $4.27M | 2.35% | −27,679−62.5% | Reduced |
| Beech Hill Advisors, Inc. | 16,611 | $4.27M | 2.28% | −1,095−6.2% | Reduced |
| ICONIQ Capital, LLC | 16,616 | $4.27M | 0.05% | −157−0.9% | Reduced |
| Waddell & Associates, LLC | 16,613 | $4.27M | 0.87% | +123+0.7% | Added |
| Successful Portfolios LLC | 16,629 | $4.27M | 2.87% | −159−0.9% | Reduced |
| Capital Insight Partners, LLC | 16,632 | $4.27M | 1.00% | +348+2.1% | Added |
| First Dallas Securities Inc. | 16,655 | $4.28M | 2.88% | +273+1.7% | Added |
| Cox Capital Mgt LLC | 16,661 | $4.28M | 2.92% | +199+1.2% | Added |
| Southeast Asset Advisors Inc. | 16,712 | $4.29M | 0.68% | +893+5.6% | Added |
| Garrison Point Advisors, LLC | 16,732 | $4.30M | 3.57% | −25−0.1% | Reduced |
| Fusion Capital, LLC | 16,735 | $4.30M | 2.65% | +722+4.5% | Added |
| Geneva Capital Management LLC | 16,748 | $4.30M | 0.10% | −1,636−8.9% | Reduced |
| Riverview Trust Co | 16,753 | $4.30M | 3.75% | +286+1.7% | Added |
| Lincluden Management Ltd | 16,757 | $4.30M | 0.47% | −313−1.8% | Reduced |
| Widmann Financial Services, Inc. | 16,772 | $4.31M | 4.46% | +113+0.7% | Added |
| Private Harbour Investment Management & Counsel, LLC | 16,790 | $4.31M | 4.78% | −309−1.8% | Reduced |
| Jmac Enterprises LLC | 16,798 | $4.31M | 1.11% | +169+1.0% | Added |
| Financial Consulate, Inc | 16,828 | $4.32M | 2.03% | +825+5.2% | Added |
| Synergy Financial Group, LTD | 16,883 | $4.34M | 6.80% | −393−2.3% | Reduced |
| Chickasaw Capital Management LLC | 16,886 | $4.34M | 0.22% | 00.0% | Unchanged |
| Marathon Capital Management | 16,900 | $4.34M | 1.40% | +112+0.7% | Added |
| Slow Capital, Inc. | 16,914 | $4.34M | 1.05% | −808−4.6% | Reduced |