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 |
|---|---|---|---|---|---|
| Wealth Alliance Advisory Group, LLC | 16,917 | $4.34M | 2.05% | +641+3.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 16,962 | $4.36M | 0.66% | −48−0.3% | Reduced |
| Monetta Financial Services Inc | 17,000 | $4.37M | 4.57% | 00.0% | Unchanged |
| Perseverance Asset Management International | 17,000 | $4.37M | 1.80% | +17,000 | New |
| Wunderlich Capital Managemnt | 17,006 | $4.37M | 2.55% | +116+0.7% | Added |
| StrongBox Wealth, LLC | 17,086 | $4.39M | 2.84% | +678+4.1% | Added |
| First Financial Corp | 17,094 | $4.39M | 2.89% | −529−3.0% | Reduced |
| David Loasby | 16,362 | $4.39M | 0.65% | +1,298+8.6% | Added |
| StrategIQ Financial Group, LLC | 17,117 | $4.40M | 0.53% | −1,980−10.4% | Reduced |
| Lakeview Capital Partners, LLC | 17,126 | $4.40M | 2.53% | +182+1.1% | Added |
| Reynolds Investment Management, Inc. | 17,128 | $4.40M | 1.56% | −176−1.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 17,134 | $4.40M | 1.81% | +934+5.8% | Added |
| Kolinsky Wealth Management, LLC | 17,157 | $4.41M | 5.21% | +102+0.6% | Added |
| Accurate Wealth Management, LLC | 16,663 | $4.41M | 2.40% | −1,448−8.0% | Reduced |
| Martin Capital Partners, LLC | 17,274 | $4.44M | 2.10% | −96−0.6% | Reduced |
| Wolff Wiese Magana LLC | 17,289 | $4.44M | 3.24% | +167+1.0% | Added |
| Phoenix Wealth Advisors | 17,286 | $4.44M | 4.38% | +343+2.0% | Added |
| Bell & Brown Wealth Advisors, LLC | 17,348 | $4.46M | 2.38% | +642+3.8% | Added |
| S. R. Schill & Associates | 17,385 | $4.46M | 2.23% | +79+0.5% | Added |
| Bender Robert & Associates | 17,387 | $4.47M | 1.71% | +50+0.3% | Added |
| Evermay Wealth Management LLC | 17,399 | $4.47M | 0.87% | −669−3.7% | Reduced |
| Crescent Grove Advisors, LLC | 17,424 | $4.47M | 0.47% | −17,206−49.7% | Reduced |
| KCS Wealth Advisory | 17,423 | $4.47M | 1.99% | +434+2.6% | Added |
| Connecticut Wealth Management, LLC | 17,427 | $4.48M | 0.39% | +1,497+9.4% | Added |
| Dohj, LLC | 17,442 | $4.48M | 2.55% | −243−1.4% | Reduced |
| Invst, LLC | 15,496 | $4.48M | 0.69% | −211−1.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 17,481 | $4.49M | 1.67% | +651+3.9% | Added |
| Quattro Financial Advisors LLC | 17,500 | $4.50M | 1.53% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 17,502 | $4.50M | 2.85% | +1,347+8.3% | Added |
| Oxinas Partners Wealth Management LLC | 17,521 | $4.50M | 3.42% | +10,787+160.2% | Added |
| Patriot Investment Management Inc. | 17,529 | $4.50M | 0.44% | −1,058−5.7% | Reduced |
| L2 Asset Management, LLC | 17,537 | $4.50M | 3.27% | −2,332−11.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 17,552 | $4.51M | 2.49% | +10.0% | Added |
| Security National Bank of Sioux City Iowa | 17,552 | $4.51M | 3.85% | +50.0% | Added |
| Red Cedar Investment Management, LLC | 17,555 | $4.51M | 0.74% | 00.0% | Unchanged |
| Brooktree Capital Management | 17,561 | $4.51M | 3.39% | −670−3.7% | Reduced |
| Relative Value Partners Group, LLC | 15,949 | $4.51M | 0.34% | +6,072+61.5% | Added |
| Castellan Group, LLC | 17,586 | $4.52M | 3.58% | −1,053−5.6% | Reduced |
| Kozak & Associates, Inc. | 17,586 | $4.52M | 3.01% | +2,547+16.9% | Added |
| Lineweaver Wealth Advisors, LLC | 17,593 | $4.52M | 1.49% | +83+0.5% | Added |
| Capital Advisors Wealth Management, LLC | 17,593 | $4.52M | 1.47% | +324+1.9% | Added |
| Benchmark Investment Advisors LLC | 17,640 | $4.53M | 4.72% | +1,453+9.0% | Added |
| Integrated Investment Consultants, LLC | 17,662 | $4.54M | 1.64% | −2,517−12.5% | Reduced |
| Harbor Advisory Corp | 17,683 | $4.54M | 1.99% | +1,969+12.5% | Added |
| Allegheny Financial Group LTD | 17,709 | $4.55M | 2.12% | +527+3.1% | Added |
| Baystate Wealth Management LLC | 17,709 | $4.55M | 0.44% | +980+5.9% | Added |
| Alera Investment Advisors, LLC | 17,747 | $4.56M | 1.28% | +234+1.3% | Added |
| Charles Carroll Financial Partners, LLC | 17,763 | $4.56M | 5.96% | −7,000−28.3% | Reduced |
| Carl P. Sherr & Co., LLC | 17,825 | $4.58M | 3.43% | +1,537+9.4% | Added |
| American Trust Investment Advisors, LLC | 17,841 | $4.58M | 2.87% | −210−1.2% | Reduced |
| Bennett Selby Investments LP | 17,877 | $4.59M | 3.54% | −1,171−6.1% | Reduced |
| Gilman Hill Asset Management, LLC | 17,887 | $4.59M | 0.99% | +7,240+68.0% | Added |
| Bancreek Capital Management, LP | 17,898 | $4.60M | 3.60% | +1,477+9.0% | Added |
| David R. Rahn & Associates Inc. | 17,936 | $4.61M | 1.89% | −50−0.3% | Reduced |
| Sax Wealth Advisors, LLC | 17,941 | $4.61M | 1.17% | +521+3.0% | Added |
| Cedar Brook Financial Partners, LLC | 17,982 | $4.62M | 1.45% | −22−0.1% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 17,991 | $4.62M | 1.56% | −3,243−15.3% | Reduced |
| Bouvel Investment Partners, LLC | 18,004 | $4.62M | 3.48% | −7,132−28.4% | Reduced |
| SkyView Investment Advisors, LLC | 18,001 | $4.62M | 1.22% | +207+1.2% | Added |
| MSH Capital Advisors LLC | 18,012 | $4.63M | 2.15% | +770+4.5% | Added |
| Palmer Knight Co | 18,023 | $4.63M | 4.39% | −93−0.5% | Reduced |
| Matisse Capital | 18,033 | $4.63M | 4.40% | +401+2.3% | Added |
| Karpas Strategies, LLC | 18,068 | $4.64M | 1.62% | +238+1.3% | Added |
| Millennium Capital Advisors, LLC | 18,079 | $4.64M | 4.54% | −340−1.8% | Reduced |
| Precept Management LLC | 18,100 | $4.65M | 22.33% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 18,107 | $4.65M | 1.19% | +605+3.5% | Added |
| CORDA Investment Management, LLC. | 18,116 | $4.65M | 0.39% | +1,999+12.4% | Added |
| Total Clarity Wealth Management, Inc. | 18,130 | $4.66M | 2.41% | +2,580+16.6% | Added |
| Knightsbridge Asset Management, LLC | 18,170 | $4.67M | 0.93% | +9,138+101.2% | Added |
| Lane Generational LLC | 18,209 | $4.68M | 6.25% | −1,303−6.7% | Reduced |
| MBB Public Markets I LLC | 18,260 | $4.69M | 0.11% | +14,952+452.0% | Added |
| Accredited Investors Inc. | 18,266 | $4.69M | 0.56% | −76−0.4% | Reduced |
| Watchman Group, Inc. | 18,363 | $4.72M | 2.91% | +156+0.9% | Added |
| Cohen Investment Advisors LLC | 18,376 | $4.72M | 4.04% | +130+0.7% | Added |
| My Legacy Advisors, LLC | 17,857 | $4.72M | 2.36% | +1,218+7.3% | Added |
| River & Mercantile Asset Management LLP | 18,400 | $4.73M | 0.84% | 00.0% | Unchanged |
| Prospector Partners LLC | 18,417 | $4.73M | 0.69% | +175+1.0% | Added |
| SlateStone Wealth, LLC | 18,453 | $4.74M | 1.21% | −6,331−25.5% | Reduced |
| Rosenbaum Jay D. | 18,454 | $4.74M | 9.17% | +785+4.4% | Added |
| RBA Wealth Management, LLC | 18,467 | $4.74M | 2.63% | +928+5.3% | Added |
| WSFS Capital Management, LLC | 18,472 | $4.74M | 1.56% | +1,231+7.1% | Added |
| Blue Zone Wealth Advisors, LLC | 18,479 | $4.75M | 2.15% | +338+1.9% | Added |
| Capital Management Associates | 18,488 | $4.75M | 6.99% | −669−3.5% | Reduced |
| Ignite Planners, LLC | 17,703 | $4.75M | 3.90% | +322+1.9% | Added |
| Ellevest, Inc. | 18,509 | $4.75M | 0.45% | −1,507−7.5% | Reduced |
| Van Den Berg Management I, Inc | 18,523 | $4.76M | 1.27% | +628+3.5% | Added |
| Newbridge Financial Services Group, Inc. | 18,538 | $4.76M | 2.96% | −844−4.4% | Reduced |
| Hudson Canyon Capital Management | 18,545 | $4.76M | 4.59% | +180+1.0% | Added |
| Clarus Group, Inc. | 18,560 | $4.77M | 4.00% | +45+0.2% | Added |
| Harbor Capital Advisors, Inc. | 18,569 | $4.77M | 3.63% | −14,535−43.9% | Reduced |
| Geneva Partners, LLC | 18,577 | $4.77M | 4.69% | −3,737−16.7% | Reduced |
| EPG Wealth Management LLC | 18,582 | $4.77M | 2.04% | −1,447−7.2% | Reduced |
| Tower View Investment Management & Research LLC | 18,585 | $4.77M | 3.54% | −299−1.6% | Reduced |
| RWM Asset Management, LLC | 18,587 | $4.77M | 1.05% | +2,094+12.7% | Added |
| Wittenberg Investment Management, Inc. | 18,591 | $4.78M | 2.02% | −160−0.9% | Reduced |
| Abundance Wealth Counselors | 18,592 | $4.78M | 1.29% | +1,977+11.9% | Added |
| Akuna Securities LLC | 18,604 | $4.78M | 3.62% | +18,604 | New |
| Richelieu Gestion PLC | 18,617 | $4.78M | 5.42% | −1,846−9.0% | Reduced |
| Page Arthur B | 18,617 | $4.78M | 4.54% | −766−4.0% | Reduced |
| Gilbert & Cook, Inc. | 18,630 | $4.79M | 0.86% | +904+5.1% | Added |