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 |
|---|---|---|---|---|---|
| Pinkerton Retirement Specialists, LLC | 20,473 | $5.26M | 1.59% | −1,106−5.1% | Reduced |
| Surevest, LLC | 20,481 | $5.26M | 1.38% | +1,532+8.1% | Added |
| Pinnacle Wealth Management Group, Inc. | 20,497 | $5.26M | 4.41% | −643−3.0% | Reduced |
| MONECO Advisors, LLC | 20,496 | $5.26M | 2.04% | +1,331+6.9% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 20,500 | $5.26M | 0.28% | +2,279+12.5% | Added |
| AllGen Financial Advisors, Inc. | 20,521 | $5.27M | 4.42% | −115−0.6% | Reduced |
| Sitrin Capital Management LLC | 20,526 | $5.27M | 3.36% | −390−1.9% | Reduced |
| Forte Capital LLC | 20,532 | $5.27M | 0.92% | +160+0.8% | Added |
| Canton Hathaway, LLC | 20,541 | $5.28M | 1.84% | +77+0.4% | Added |
| Cottage Street Advisors LLC | 20,590 | $5.29M | 3.98% | +454+2.3% | Added |
| Kistler-Tiffany Companies, LLC | 20,684 | $5.31M | 1.16% | −1,134−5.2% | Reduced |
| Atticus Wealth Management, LLC | 20,746 | $5.33M | 2.21% | +951+4.8% | Added |
| RDA Financial Network | 20,759 | $5.33M | 2.69% | +183+0.9% | Added |
| Q Capital Solutions | 20,807 | $5.34M | 13.31% | −14,034−40.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 20,870 | $5.36M | 1.38% | −80.0% | Reduced |
| Octavia Wealth Advisors, LLC | 20,854 | $5.36M | 1.40% | +221+1.1% | Added |
| Cable Hill Partners, LLC | 20,907 | $5.37M | 1.34% | +2,215+11.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 20,920 | $5.37M | 3.91% | +580+2.9% | Added |
| Vectors Research Management, LLC | 20,964 | $5.38M | 1.37% | −9,959−32.2% | Reduced |
| Pinnacle Private Wealth, LLC | 20,962 | $5.38M | 2.11% | +4,879+30.3% | Added |
| Founders Financial Securities LLC | 20,969 | $5.38M | 1.05% | +535+2.6% | Added |
| Main Street Financial Solutions, LLC | 20,973 | $5.40M | 0.70% | +2,823+15.6% | Added |
| Gyroscope Capital Management Group, LLC | 21,057 | $5.41M | 1.87% | +11,055+110.5% | Added |
| Pacitti Group Inc. | 21,099 | $5.42M | 4.16% | −3,451−14.1% | Reduced |
| Bank of Stockton | 21,098 | $5.42M | 2.03% | +166+0.8% | Added |
| Baker Boyer National Bank | 21,127 | $5.43M | 2.75% | −1,453−6.4% | Reduced |
| Agate Pass Investment Management, LLC | 21,172 | $5.44M | 3.83% | +614+3.0% | Added |
| In-Depth Partners, LLC | 21,184 | $5.44M | 9.94% | −7,855−27.0% | Reduced |
| Sculati Wealth Management, LLC | 21,184 | $5.44M | 3.11% | +133+0.6% | Added |
| Centerpoint Advisors, LLC | 21,204 | $5.45M | 2.78% | +333+1.6% | Added |
| Van Leeuwen & Company, LLC | 21,215 | $5.45M | 4.56% | +803+3.9% | Added |
| Castle Rock Wealth Management, LLC | 20,320 | $5.45M | 2.78% | +5,199+34.4% | Added |
| Private Portfolio Partners LLC | 21,241 | $5.46M | 1.52% | +934+4.6% | Added |
| Peloton Wealth Strategists | 21,259 | $5.46M | 2.66% | −1,180−5.3% | Reduced |
| Bishop Rock Capital, L.P. | 21,263 | $5.46M | 5.31% | −26,083−55.1% | Reduced |
| Blue Edge Capital, LLC | 21,266 | $5.46M | 1.27% | −261−1.2% | Reduced |
| Permanens Capital L.P. | 21,269 | $5.46M | 1.10% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 21,271 | $5.46M | 4.66% | +32+0.2% | Added |
| First United Bank Trust | 21,285 | $5.47M | 2.51% | +471+2.3% | Added |
| Montchanin Asset Management, LLC | 21,288 | $5.47M | 7.56% | +21,288 | New |
| Sheets Smith Wealth Management | 21,310 | $5.47M | 0.90% | −5,864−21.6% | Reduced |
| Freedom Day Solutions, LLC | 21,319 | $5.47M | 2.75% | +1,611+8.2% | Added |
| Aft, Forsyth & Company, Inc. | 21,340 | $5.48M | 4.43% | −391−1.8% | Reduced |
| Security Asset Management | 21,396 | $5.50M | 3.02% | −610−2.8% | Reduced |
| Insight Advisors, LLC | 19,474 | $5.50M | 1.86% | −1,032−5.0% | Reduced |
| New Potomac Partners, LLC | 21,423 | $5.50M | 4.42% | −35−0.2% | Reduced |
| Hengehold Capital Management LLC | 21,428 | $5.50M | 0.78% | +613+2.9% | Added |
| Wrapmanager Inc | 21,454 | $5.51M | 1.72% | −774−3.5% | Reduced |
| RB Capital Management, LLC | 21,492 | $5.52M | 2.06% | −313−1.4% | Reduced |
| Cito Capital Group, LLC | 21,501 | $5.52M | 3.02% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 21,519 | $5.53M | 1.88% | +105+0.5% | Added |
| Wealth Effects LLC | 21,521 | $5.53M | 3.34% | +1,104+5.4% | Added |
| CWS Financial Advisors, LLC | 21,542 | $5.53M | 2.53% | −5,317−19.8% | Reduced |
| Financial Advisors, LLC | 21,548 | $5.53M | 1.95% | +89+0.4% | Added |
| S.A. Mason LLC | 21,560 | $5.54M | 4.04% | +252+1.2% | Added |
| IFP Advisors, Inc | 152,626 | $5.54M | 0.19% | −97,849−39.1% | Reduced |
| Wealth Management Partners, LLC | 20,000 | $5.54M | 4.85% | −2,000−9.1% | Reduced |
| First Commonwealth Financial Corp | 21,583 | $5.54M | 2.08% | +600+2.9% | Added |
| Eos Management, L.P. | 21,620 | $5.55M | 4.23% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 21,663 | $5.56M | 6.31% | −374−1.7% | Reduced |
| Beta Wealth Group, Inc. | 21,744 | $5.58M | 3.74% | −1,026−4.5% | Reduced |
| Resonant Capital Advisors, LLC | 21,746 | $5.58M | 0.87% | +786+3.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 21,781 | $5.59M | 3.50% | −941−4.1% | Reduced |
| Catalyst Capital Advisors LLC | 21,834 | $5.61M | 0.24% | +347+1.6% | Added |
| Alaethes Wealth LLC | 21,851 | $5.61M | 4.16% | +232+1.1% | Added |
| Brookfield Asset Management Inc. | 21,922 | $5.63M | 0.02% | +143+0.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 21,944 | $5.64M | 1.90% | +3,269+17.5% | Added |
| WealthShield Partners, LLC | 21,980 | $5.64M | 1.12% | −2,978−11.9% | Reduced |
| Olstein Capital Management, L.P. | 22,000 | $5.65M | 0.85% | +3,500+18.9% | Added |
| Hudson Value Partners, LLC | 22,023 | $5.66M | 3.59% | +31+0.1% | Added |
| Brooks, Moore & Associates, Inc. | 22,040 | $5.66M | 4.08% | −1,350−5.8% | Reduced |
| Simon Quick Advisors, LLC | 20,018 | $5.66M | 0.74% | +8,131+68.4% | Added |
| Brandes Investment Partners, LP | 22,073 | $5.67M | 0.14% | +136+0.6% | Added |
| Drystone LLC | 22,072 | $5.67M | 7.85% | −2,500−10.2% | Reduced |
| First Pacific Advisors, LP | 22,100 | $5.68M | 0.08% | −2,100−8.7% | Reduced |
| Charles Schwab Trust Co | 22,116 | $5.68M | 1.18% | −798−3.5% | Reduced |
| Lavaca Capital LLC | 20,863 | $5.68M | 2.87% | +5,432+35.2% | Added |
| Summit Financial Strategies, Inc. | 22,139 | $5.69M | 1.33% | +134+0.6% | Added |
| TrimTabs Asset Management, LLC | 22,174 | $5.70M | 3.49% | −906−3.9% | Reduced |
| Advisors Management Group Inc | 22,176 | $5.70M | 2.00% | +151+0.7% | Added |
| CenterBook Partners LP | 22,240 | $5.71M | 1.22% | +10,112+83.4% | Added |
| Tempus Wealth Planning, LLC | 22,255 | $5.72M | 4.70% | +30+0.1% | Added |
| Magnus Financial Group LLC | 22,289 | $5.72M | 1.05% | +2,546+12.9% | Added |
| Compton Wealth Advisory Group, LLC | 22,300 | $5.73M | 2.47% | −762−3.3% | Reduced |
| Platinum Investment Management Ltd | 22,312 | $5.73M | 0.22% | −2,192−8.9% | Reduced |
| Naviter Wealth, LLC | 22,374 | $5.75M | 2.36% | +9,434+72.9% | Added |
| Woodward Diversified Capital, LLC | 22,390 | $5.75M | 4.40% | +269+1.2% | Added |
| MTM Investment Management, LLC | 22,162 | $5.75M | 3.11% | +423+1.9% | Added |
| Amarillo National Bank | 22,415 | $5.76M | 1.27% | +5,974+36.3% | Added |
| Forefront Wealth Management Inc. | 22,360 | $5.76M | 7.76% | −89−0.4% | Reduced |
| Bridgewater Advisors Inc. | 22,444 | $5.76M | 1.19% | −3,641−14.0% | Reduced |
| Scott Capital Advisors, LLC | 22,453 | $5.77M | 3.90% | +24+0.1% | Added |
| Strong Tower Advisory Services | 22,485 | $5.78M | 3.13% | −159−0.7% | Reduced |
| United Fire Group Inc | 22,500 | $5.78M | 3.54% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 22,581 | $5.80M | 2.54% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 22,580 | $5.80M | 0.38% | +6,178+37.7% | Added |
| Almanack Investment Partners, LLC. | 22,661 | $5.82M | 0.58% | +5,090+29.0% | Added |
| Kenfarb & Co. | 18,931 | $5.84M | 4.62% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 22,654 | $5.84M | 2.91% | −6,529−22.4% | Reduced |
| Somerset Group LLC | 22,745 | $5.84M | 5.04% | −180−0.8% | Reduced |