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; 6,247 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
- +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
- 2,073 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $1.79T |
| Q1 2023 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Sage Financial Group Inc | 942 | $242.0K | 0.03% | +942 | New |
| Briaud Financial Planning, Inc | 947 | $243.0K | 0.16% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 955 | $245.0K | 0.22% | +55+6.1% | Added |
| Rye Brook Capital LLC | 955 | $245.0K | 0.15% | +300+45.8% | Added |
| Axiom Advisory, LLC | 958 | $245.0K | 0.27% | +958 | New |
| Hikari Tsushin, Inc. | 961 | $247.0K | 0.03% | +961 | New |
| Rice Hall James & Associates, LLC | 964 | $248.0K | 0.01% | −25−2.5% | Reduced |
| Strid Group, LLC | 981 | $252.0K | 0.06% | −220−18.3% | Reduced |
| Forum Private Client Group LLC | 980 | $252.0K | 0.18% | −42−4.1% | Reduced |
| Atwater Malick LLC | 993 | $255.0K | 0.13% | 00.0% | Unchanged |
| Svenska Handelsbanken AB (publ) | 1,000 | $257.0K | 4.36% | 00.0% | Unchanged |
| Avant Capital LLC | 1,002 | $257.0K | 0.33% | +50+5.3% | Added |
| United Maritime Capital LLC | 1,000 | $257.0K | 2.35% | +250+33.3% | Added |
| Whitcomb & Hess, Inc. | 1,004 | $258.0K | 0.11% | +316+45.9% | Added |
| Hyperion Capital Advisors LP | 1,007 | $259.0K | 0.12% | 00.0% | Unchanged |
| Tanglewood Wealth Management, Inc. | 1,016 | $261.0K | 0.04% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 1,020 | $262.0K | 0.13% | +2+0.2% | Added |
| Treasure Coast Financial Planning | 1,026 | $264.0K | 0.20% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 1,027 | $264.0K | 0.19% | +9+0.9% | Added |
| Leverty Financial Group, LLC | 1,032 | $265.0K | 0.25% | 00.0% | Unchanged |
| Provence Wealth Management Group | 1,040 | $267.0K | 0.35% | +62+6.3% | Added |
| Milestone Advisory Partners | 1,033 | $268.0K | 0.22% | −193−15.7% | Reduced |
| Seaside Wealth Management, Inc. | 953 | $268.0K | 0.20% | +953 | New |
| Lountzis Asset Management, LLC | 1,051 | $269.0K | 0.18% | 00.0% | Unchanged |
| Interactive Financial Advisors | 1,051 | $270.0K | 0.14% | +51+5.1% | Added |
| Beacon Wealthcare LLC | 1,056 | $271.0K | 0.15% | 00.0% | Unchanged |
| Linker Capital Management Inc. | 1,070 | $275.0K | 0.34% | 00.0% | Unchanged |
| Investments & Financial Planning, LLC | 1,070 | $275.0K | 0.28% | +297+38.4% | Added |
| Perritt Capital Management Inc | 1,077 | $277.0K | 0.17% | +382+55.0% | Added |
| Garrett Wealth Advisory Group, LLC | 1,081 | $278.0K | 0.15% | 00.0% | Unchanged |
| American Investment Services, Inc. | 1,082 | $278.0K | 0.06% | +285+35.8% | Added |
| Dorsey Wright & Associates | 1,085 | $279.0K | 0.08% | 00.0% | Unchanged |
| Weil Company, Inc. | 1,094 | $281.0K | 0.16% | +15+1.4% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,095 | $281.0K | 0.10% | +23+2.1% | Added |
| Lowery Thomas, LLC | 1,097 | $282.0K | 0.27% | −804−42.3% | Reduced |
| WJ Interests, LLC | 1,097 | $282.0K | 0.22% | +1,097 | New |
| Machina Capital S.A.S. | 1,100 | $283.0K | 0.64% | +400+57.1% | Added |
| TAGStone Capital, Inc. | 1,105 | $284.0K | 0.27% | +262+31.1% | Added |
| Dopkins Wealth Management, LLC | 1,115 | $286.0K | 0.31% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,113 | $286.0K | 0.38% | +2+0.2% | Added |
| Inspire Advisors, LLC | 1,118 | $287.0K | 0.08% | −263−19.0% | Reduced |
| 1492 Capital Management LLC | 1,118 | $287.0K | 0.19% | −5−0.4% | Reduced |
| Afg Fiduciary Services Limited Partnership | 1,124 | $289.0K | 0.25% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 1,127 | $289.0K | 0.08% | +20+1.8% | Added |
| Ruffer LLP | 1,138 | $292.0K | 0.01% | −208−15.5% | Reduced |
| BCK Partners, Inc. | 1,138 | $292.0K | 0.20% | +83+7.9% | Added |
| OLIO Financial Planning | 1,138 | $292.0K | 0.16% | +110+10.7% | Added |
| MTM Financial Group, LLC | 1,147 | $294.5K | 0.26% | +1+0.1% | Added |
| AlphaMark Advisors, LLC | 1,148 | $295.0K | 0.14% | +31+2.8% | Added |
| Stephenson National Bank & Trust | 1,156 | $297.0K | 0.18% | −11−0.9% | Reduced |
| Bryant Woods Investment Advisors, LLC | 1,185 | $304.0K | 0.29% | +2+0.2% | Added |
| Reinhart Partners, Inc. | 1,190 | $306.0K | 0.02% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 1,197 | $307.0K | 0.09% | −371−23.7% | Reduced |
| Raub Brock Capital Management LP | 1,200 | $308.0K | 0.06% | 00.0% | Unchanged |
| Alphasimplex Group, LLC | 1,207 | $310.0K | 2.21% | 00.0% | Unchanged |
| Outfitter Financial LLC | 1,215 | $312.0K | 0.28% | +20+1.7% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,220 | $313.0K | 0.42% | 00.0% | Unchanged |
| Horizons Wealth Management | 1,080 | $313.0K | 0.26% | +1,080 | New |
| Mma Asset Management LLC | 1,221 | $314.0K | 0.27% | 00.0% | Unchanged |
| Truefg, LLC | 1,227 | $315.0K | 0.16% | 00.0% | Unchanged |
| Arkansas Financial Group, Inc. | 1,239 | $318.0K | 0.07% | −412−25.0% | Reduced |
| Edge Capital Group, LLC | 2,828 | $321.0K | 0.03% | −74,158−96.3% | Reduced |
| Capital CS Group, LLC | 1,253 | $322.0K | 0.34% | −2,258−64.3% | Reduced |
| Keywise Capital Management (HK) Ltd | 1,260 | $324.0K | 0.28% | +1,260 | New |
| Stonebridge Financial Planning Group, LLC | 1,267 | $325.0K | 0.22% | −80−5.9% | Reduced |
| Denver Wealth Management, Inc. | 1,266 | $325.0K | 0.34% | +1,266 | New |
| Rather & Kittrell, Inc. | 1,270 | $326.0K | 0.36% | −342−21.2% | Reduced |
| New England Guild Wealth Advisors, Inc. | 1,268 | $326.0K | 0.20% | −74−5.5% | Reduced |
| Simplify Asset Management Inc. | 1,274 | $327.0K | 0.04% | −1,286−50.2% | Reduced |
| Alethea Capital Management, LLC | 1,275 | $327.0K | 0.41% | −400−23.9% | Reduced |
| IAG Wealth Partners, LLC | 1,277 | $328.0K | 0.11% | −9−0.7% | Reduced |
| Guardian Wealth Management, Inc. | 1,284 | $330.0K | 0.36% | +1+0.1% | Added |
| Juncture Wealth Strategies, LLC | 1,287 | $331.0K | 0.16% | +406+46.1% | Added |
| Atlas Financial Advisors, Inc. | 1,297 | $333.0K | 0.38% | +30+2.4% | Added |
| Coombe, Bender & Co LLC | 1,296 | $333.0K | 0.28% | +1,296 | New |
| Octahedron Capital Management L.P. | 1,300 | $334.0K | 0.27% | +1,300 | New |
| Keeley-Teton Advisors, LLC | 1,316 | $338.0K | 0.04% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 1,318 | $339.0K | 0.31% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 1,327 | $341.0K | 0.18% | +300+29.2% | Added |
| Sicart Associates LLC | 1,342 | $345.0K | 0.11% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,348 | $346.0K | 0.05% | 00.0% | Unchanged |
| High Probability Advisors, LLC | 1,348 | $346.1K | 0.11% | −835−38.3% | Reduced |
| Partners in Financial Planning | 1,316 | $348.0K | 0.11% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 1,360 | $349.0K | 0.20% | +1,360 | New |
| National Wealth Management Group, LLC | 1,360 | $349.4K | 0.44% | −546−28.6% | Reduced |
| Plotkin Financial Advisors, LLC | 1,361 | $349.5K | 0.33% | +91+7.2% | Added |
| ForthRight Wealth Management, LLC | 1,363 | $350.0K | 0.19% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 1,353 | $352.0K | 0.14% | +226+20.1% | Added |
| Tanager Wealth Management LLP | 1,380 | $354.0K | 0.29% | −717−34.2% | Reduced |
| American Planning Services, Inc. | 1,379 | $354.0K | 0.39% | −100−6.8% | Reduced |
| Family Capital Trust Co | 1,383 | $355.0K | 0.14% | 00.0% | Unchanged |
| Flower City Capital | 1,392 | $358.0K | 0.35% | +53+4.0% | Added |
| Teramo Advisors, LLC | 1,400 | $360.0K | 0.25% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,405 | $361.0K | 0.33% | +1+0.1% | Added |
| Maxele Advisors, LLC | 1,417 | $363.9K | 0.57% | −1−0.1% | Reduced |
| Essex Private Wealth Management, LLC | 1,419 | $364.0K | 1.36% | +340+31.5% | Added |
| High Pines Wealth Management, LLC | 1,423 | $365.0K | 0.67% | −18,863−93.0% | Reduced |
| TPG Financial Advisors, LLC | 1,422 | $365.0K | 0.24% | 00.0% | Unchanged |
| Avalon Advisory Group | 1,421 | $365.0K | 0.22% | +1,421 | New |
| Foundry Partners, LLC | 1,425 | $366.0K | 0.02% | −2,525−63.9% | Reduced |