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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Intrua Financial, LLC | 18,636 | $4.79M | 1.02% | −541−2.8% | Reduced |
| GFG Capital, LLC | 18,640 | $4.79M | 1.46% | +310+1.7% | Added |
| CVA Family Office, LLC | 18,649 | $4.79M | 1.30% | +1,018+5.8% | Added |
| Wealth Management Associates, Inc. | 18,653 | $4.79M | 3.27% | −487−2.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 18,663 | $4.79M | 2.28% | +161+0.9% | Added |
| Trellis Advisors, LLC | 18,669 | $4.79M | 2.62% | +1,287+7.4% | Added |
| Andrew Hill Investment Advisors, Inc. | 18,684 | $4.80M | 6.89% | +645+3.6% | Added |
| LCM Capital Management Inc | 18,692 | $4.80M | 4.73% | −193−1.0% | Reduced |
| Pettee Investors, Inc. | 18,691 | $4.80M | 2.39% | +1,284+7.4% | Added |
| Beaton Management Co. Inc. | 18,696 | $4.80M | 3.41% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 18,716 | $4.81M | 4.04% | +18,716 | New |
| Royal Capital Wealth Management, LLC | 18,724 | $4.81M | 5.22% | +677+3.8% | Added |
| Journey Strategic Wealth LLC | 18,732 | $4.81M | 0.64% | +976+5.5% | Added |
| Old Mission Investment Co LLC | 18,735 | $4.81M | 2.10% | −363−1.9% | Reduced |
| KG&L Capital Management,LLC | 18,786 | $4.83M | 2.60% | −2,524−11.8% | Reduced |
| CV Advisors LLC | 18,803 | $4.83M | 4.57% | +358+1.9% | Added |
| Montgomery Investment Management Inc | 18,805 | $4.83M | 1.95% | −400−2.1% | Reduced |
| DeDora Capital, Inc. | 18,837 | $4.84M | 2.44% | +27+0.1% | Added |
| Bordeaux Wealth Advisors LLC | 18,853 | $4.84M | 3.34% | −575−3.0% | Reduced |
| Keystone Wealth Services, LLC | 18,857 | $4.84M | 2.17% | +603+3.3% | Added |
| L.M. Kohn & Company | 18,872 | $4.85M | 2.27% | −124−0.7% | Reduced |
| WC Walker & Associates, Inc. | 18,888 | $4.85M | 2.85% | −46−0.2% | Reduced |
| Candlestick Capital Management LP | 18,913 | $4.86M | 0.17% | −195,321−91.2% | Reduced |
| First National Bank of South Miami | 18,916 | $4.86M | 3.31% | +244+1.3% | Added |
| Security National Bank of So Dak | 18,926 | $4.86M | 4.02% | −394−2.0% | Reduced |
| MV Capital Management, Inc. | 18,929 | $4.86M | 0.83% | +388+2.1% | Added |
| Reik & Co., LLC | 18,954 | $4.87M | 1.37% | 00.0% | Unchanged |
| Boltwood Capital Management | 18,976 | $4.87M | 2.11% | +112+0.6% | Added |
| Mathes Company, Inc. | 18,986 | $4.88M | 2.37% | −516−2.6% | Reduced |
| Pacifica Partners Inc. | 18,706 | $4.88M | 3.36% | −85−0.5% | Reduced |
| Marino, Stram & Associates LLC | 19,028 | $4.89M | 1.69% | −464−2.4% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 19,029 | $4.89M | 4.11% | −125−0.7% | Reduced |
| Ayalon Holdings Ltd. | 19,033 | $4.89M | 2.33% | −4,990−20.8% | Reduced |
| Peninsula Asset Management Inc | 19,048 | $4.89M | 2.98% | −557−2.8% | Reduced |
| Heritage Wealth Management, LLC | 19,051 | $4.89M | 1.63% | +268+1.4% | Added |
| SignalPoint Asset Management, LLC | 19,087 | $4.90M | 1.79% | −40−0.2% | Reduced |
| Regatta Capital Group, LLC | 19,125 | $4.91M | 2.34% | −1,075−5.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 19,149 | $4.92M | 2.44% | −114−0.6% | Reduced |
| Cape Ann Savings Bank | 19,201 | $4.93M | 3.79% | +34+0.2% | Added |
| Mechanics Financial Corp | 19,201 | $4.93M | 2.96% | +50+0.3% | Added |
| Northstar Advisory Group, LLC | 19,302 | $4.96M | 3.68% | −6,836−26.2% | Reduced |
| Beck Capital Management, LLC | 19,328 | $4.96M | 2.24% | −3,585−15.6% | Reduced |
| Fairhaven Wealth Management, LLC | 19,333 | $4.96M | 2.33% | −226−1.2% | Reduced |
| US Asset Management LLC | 19,364 | $4.97M | 5.46% | +53+0.3% | Added |
| Adams Asset Advisors, LLC | 19,387 | $4.98M | 0.75% | +533+2.8% | Added |
| Convergence Investment Partners, LLC | 19,420 | $4.99M | 3.02% | −209−1.1% | Reduced |
| West Family Investments, Inc. | 19,434 | $4.99M | 1.97% | −1,821−8.6% | Reduced |
| First Community Trust NA | 19,448 | $5.00M | 5.90% | −8,134−29.5% | Reduced |
| Strategic Wealth Designers | 19,454 | $5.00M | 1.25% | −494−2.5% | Reduced |
| Smith, Moore & Co. | 19,466 | $5.00M | 0.77% | +369+1.9% | Added |
| Sterling Investment Advisors, Ltd. | 19,490 | $5.01M | 1.72% | +12+0.1% | Added |
| McBroom & Associates, LLC | 19,501 | $5.01M | 5.45% | −126−0.6% | Reduced |
| Strategic Financial Services, Inc, | 19,508 | $5.01M | 0.43% | −816−4.0% | Reduced |
| Goodman Advisory Group, LLC | 19,526 | $5.01M | 2.24% | −7,027−26.5% | Reduced |
| Abacus Planning Group, Inc. | 19,547 | $5.02M | 1.48% | +513+2.7% | Added |
| XML Financial, LLC | 19,569 | $5.03M | 1.14% | −53,094−73.1% | Reduced |
| Brown Advisory Securities, LLC | 19,611 | $5.03M | 4.76% | −11,821−37.6% | Reduced |
| KWMG, LLC | 19,608 | $5.04M | 0.76% | +718+3.8% | Added |
| Optimum Investment Advisors | 19,620 | $5.04M | 2.52% | +106+0.5% | Added |
| FLC Capital Advisors | 19,629 | $5.04M | 1.68% | −2,323−10.6% | Reduced |
| Bull Street Advisors, LLC | 19,634 | $5.04M | 2.70% | +55+0.3% | Added |
| Scissortail Wealth Management, LLC | 15,062 | $5.07M | 1.95% | +839+5.9% | Added |
| LFS Asset Management | 19,728 | $5.07M | 4.12% | +19,728 | New |
| Bienville Capital Management, LLC | 19,778 | $5.08M | 2.46% | +1,195+6.4% | Added |
| Beacon Financial Group | 19,219 | $5.08M | 0.76% | +191+1.0% | Added |
| Keudell/Morrison Wealth Management | 19,812 | $5.09M | 1.85% | −480−2.4% | Reduced |
| First Command Bank | 19,823 | $5.09M | 0.74% | +375+1.9% | Added |
| First Command Financial Services, Inc. | 19,823 | $5.09M | 0.74% | +375+1.9% | Added |
| BFT Financial Group, LLC | 19,849 | $5.10M | 1.37% | −10,972−35.6% | Reduced |
| Winthrop Advisory Group LLC | 19,855 | $5.10M | 1.20% | +710+3.7% | Added |
| Gs Investments, Inc. | 18,562 | $5.10M | 2.92% | −200−1.1% | Reduced |
| Sittner & Nelson, LLC | 19,905 | $5.11M | 3.34% | +4,015+25.3% | Added |
| Eqis Capital Management, Inc. | 19,929 | $5.12M | 0.55% | +2,562+14.8% | Added |
| HC Financial Advisors Inc | 19,932 | $5.12M | 3.43% | −43−0.2% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 19,939 | $5.12M | 2.28% | +264+1.3% | Added |
| Institutional & Family Asset Management, LLC | 19,949 | $5.12M | 0.89% | +665+3.4% | Added |
| CoreCap Advisors, LLC | 19,957 | $5.13M | 0.40% | −8,259−29.3% | Reduced |
| Legacy Financial Advisors, Inc. | 19,958 | $5.13M | 1.27% | −1,595−7.4% | Reduced |
| IMS Capital Management | 19,989 | $5.13M | 3.32% | +233+1.2% | Added |
| Third Security, LLC | 20,000 | $5.14M | 2.82% | 00.0% | Unchanged |
| Barbara Oil Co. | 20,000 | $5.14M | 2.66% | 00.0% | Unchanged |
| Apeiron Capital Ltd | 20,000 | $5.14M | 3.14% | 00.0% | Unchanged |
| Flight Deck Capital, LP | 20,000 | $5.14M | 3.87% | +20,000 | New |
| Aspen Investment Management Inc | 20,074 | $5.16M | 3.23% | −2,781−12.2% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $5.17M | 5.51% | 00.0% | Unchanged |
| Gunderson Capital Management Inc. | 20,119 | $5.17M | 4.40% | +20,119 | New |
| Eagle Rock Investment Company, LLC | 20,123 | $5.17M | 1.26% | +2,879+16.7% | Added |
| Bluesphere Advisors, LLC | 20,144 | $5.17M | 5.02% | +620+3.2% | Added |
| Capital Markets Trading UK LLP | 20,183 | $5.18M | 6.13% | −4,897−19.5% | Reduced |
| Aviance Capital Partners, LLC | 20,199 | $5.19M | 1.16% | +159+0.8% | Added |
| Highview Capital Management LLC | 20,203 | $5.19M | 3.99% | −679−3.3% | Reduced |
| Diversified Investment Strategies, LLC | 20,252 | $5.20M | 4.28% | −75−0.4% | Reduced |
| Elgethun Capital Management | 20,377 | $5.21M | 2.02% | +37+0.2% | Added |
| Palouse Capital Management, Inc. | 20,302 | $5.21M | 2.58% | +71+0.4% | Added |
| WD Rutherford LLC | 20,326 | $5.22M | 4.03% | −520−2.5% | Reduced |
| United Bank | 20,352 | $5.23M | 3.25% | +534+2.7% | Added |
| Quantbot Technologies LP | 20,364 | $5.23M | 0.48% | +15,873+353.4% | Added |
| Revolve Wealth Partners, LLC | 20,371 | $5.23M | 1.72% | +1,509+8.0% | Added |
| Ahl Investment Management, Inc. | 20,399 | $5.24M | 5.27% | −35−0.2% | Reduced |
| Schrum Private Wealth Management LLC | 20,445 | $5.25M | 5.93% | −729−3.4% | Reduced |