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 |
|---|---|---|---|---|---|
| Karp Capital Management Corp | 22,754 | $5.84M | 1.03% | −1,654−6.8% | Reduced |
| Bangor Savings Bank | 22,798 | $5.86M | 0.63% | +83+0.4% | Added |
| Leisure Capital Management | 22,807 | $5.86M | 3.04% | −53−0.2% | Reduced |
| Boxwood Ventures, Inc. | 22,898 | $5.88M | 13.91% | 00.0% | Unchanged |
| Ami Investment Management Inc | 22,962 | $5.90M | 3.06% | −170−0.7% | Reduced |
| Financial Network Wealth Management LLC | 22,978 | $5.90M | 3.53% | −646−2.7% | Reduced |
| Atlas Brown,Inc. | 22,992 | $5.91M | 2.79% | +155+0.7% | Added |
| Parisi Gray Wealth Management | 22,999 | $5.91M | 3.09% | −13−0.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 23,012 | $5.91M | 1.23% | +169+0.7% | Added |
| Family Legacy, Inc. | 23,335 | $5.92M | 2.81% | −631−2.6% | Reduced |
| NWK Group, Inc. | 23,096 | $5.93M | 4.00% | +159+0.7% | Added |
| Emerald Advisers, LLC | 23,096 | $5.93M | 0.31% | +278+1.2% | Added |
| Gateway Advisory, LLC | 23,115 | $5.94M | 2.53% | −487−2.1% | Reduced |
| Townsend Asset Management Corp | 23,128 | $5.94M | 3.07% | −263−1.1% | Reduced |
| Alcosta Capital Management, Inc. | 23,151 | $5.95M | 5.66% | −49−0.2% | Reduced |
| Crown Wealth Group, LLC | 23,156 | $5.95M | 5.39% | −685−2.9% | Reduced |
| Stolper Co | 23,154 | $5.95M | 2.79% | −99−0.4% | Reduced |
| Intellectus Partners, LLC | 23,226 | $5.96M | 2.05% | +306+1.3% | Added |
| Duality Advisers, LP | 23,245 | $5.97M | 0.59% | +23,245 | New |
| HBC Financial Services, PLLC | 22,253 | $5.97M | 4.73% | −5,931−21.0% | Reduced |
| Concord Wealth Partners | 23,253 | $5.97M | 1.64% | +3,461+17.5% | Added |
| Warren Averett Asset Management, LLC | 23,347 | $6.00M | 0.55% | +7,793+50.1% | Added |
| Private Ocean, LLC | 23,418 | $6.01M | 0.93% | −963−3.9% | Reduced |
| GoalVest Advisory LLC | 22,884 | $6.01M | 3.81% | +499+2.2% | Added |
| Winning Points Advisors, LLC | 23,487 | $6.04M | 6.63% | −2,623−10.0% | Reduced |
| Advisor OS, LLC | 23,503 | $6.04M | 1.76% | +1,650+7.6% | Added |
| AMJ Financial Wealth Management | 23,507 | $6.04M | 5.14% | −28,207−54.5% | Reduced |
| Optas, LLC | 23,506 | $6.04M | 2.47% | +599+2.6% | Added |
| Transatlantique Private Wealth LLC | 23,521 | $6.04M | 4.21% | +23,521 | New |
| Kercheville Advisors, LLC | 23,548 | $6.05M | 3.97% | −2,633−10.1% | Reduced |
| Byrne Asset Management LLC | 23,556 | $6.05M | 4.47% | −277−1.2% | Reduced |
| All Terrain Financial Advisors, LLC | 23,571 | $6.05M | 3.11% | −112−0.5% | Reduced |
| GYL Financial Synergies, LLC | 23,574 | $6.05M | 1.65% | +2,853+13.8% | Added |
| Affinity Investment Advisors, LLC | 23,579 | $6.06M | 2.95% | −793−3.3% | Reduced |
| Vivaldi Capital Management, LLC | 23,642 | $6.07M | 1.58% | +3,093+15.1% | Added |
| TBH Global Asset Management, LLC | 23,661 | $6.08M | 1.44% | +244+1.0% | Added |
| Annandale Capital, LLC | 23,706 | $6.09M | 2.41% | −39−0.2% | Reduced |
| Moseley Investment Management Inc | 23,733 | $6.09M | 4.25% | +2,566+12.1% | Added |
| Beaumont Asset Management, L.L.C. | 23,742 | $6.10M | 4.61% | −2,436−9.3% | Reduced |
| AO Asset Management, LP | 23,755 | $6.10M | 4.21% | −56,555−70.4% | Reduced |
| Mount Vernon Associates Inc | 23,772 | $6.11M | 7.44% | +150+0.6% | Added |
| McDonough Capital Management, Inc | 23,770 | $6.11M | 6.75% | −242−1.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 23,830 | $6.12M | 5.71% | +273+1.2% | Added |
| Fairfield Financial Advisors, LTD | 23,836 | $6.12M | 2.83% | −1,414−5.6% | Reduced |
| Westwood Wealth Management | 23,841 | $6.12M | 7.07% | −5,925−19.9% | Reduced |
| Ar Asset Management Inc | 23,904 | $6.14M | 1.73% | +160+0.7% | Added |
| Riverpark Capital Management LLC | 23,936 | $6.15M | 5.11% | −1,357−5.4% | Reduced |
| Spirit of America Management Corp | 23,939 | $6.15M | 1.40% | −1,600−6.3% | Reduced |
| Telos Capital Management, Inc. | 24,014 | $6.17M | 0.94% | +1,478+6.6% | Added |
| Exane Derivatives | 24,041 | $6.17M | 3.55% | −3,983−14.2% | Reduced |
| Trail Ridge Investment Advisors, LLC | 24,062 | $6.18M | 4.19% | +795+3.4% | Added |
| HBW Advisory Services LLC | 24,097 | $6.19M | 1.67% | +6,209+34.7% | Added |
| Aquatic Capital Management LLC | 24,100 | $6.19M | 2.02% | +24,100 | New |
| RPg Family Wealth Advisory, LLC | 24,162 | $6.21M | 3.70% | −68−0.3% | Reduced |
| Ayrshire Capital Management LLC | 24,217 | $6.22M | 4.40% | −580−2.3% | Reduced |
| Dorchester Wealth Management Co | 24,219 | $6.22M | 1.24% | +16,344+207.5% | Added |
| Providence Wealth Advisors, LLC | 23,531 | $6.22M | 4.49% | +392+1.7% | Added |
| Encompass Wealth Advisors, LLC | 24,237 | $6.22M | 2.20% | −2,772−10.3% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 24,258 | $6.23M | 2.55% | +805+3.4% | Added |
| Studio Investment Management LLC | 24,260 | $6.23M | 2.16% | +107+0.4% | Added |
| MCF Advisors LLC | 24,287 | $6.24M | 0.66% | +3,513+16.9% | Added |
| Trust Investment Advisors | 24,300 | $6.24M | 6.00% | −1,181−4.6% | Reduced |
| Signet Investment Advisory Group, Inc. | 24,304 | $6.24M | 4.33% | −1,118−4.4% | Reduced |
| Lindenwold Advisors | 24,320 | $6.25M | 4.44% | +465+1.9% | Added |
| Wambolt & Associates, LLC | 24,347 | $6.25M | 2.51% | +208+0.9% | Added |
| Guinness Atkinson Asset Management Inc | 24,354 | $6.25M | 3.65% | −2,070−7.8% | Reduced |
| J. Goldman & Co LP | 24,361 | $6.26M | 0.49% | +24,361 | New |
| Morris Capital Advisors, LLC | 24,434 | $6.28M | 5.60% | +297+1.2% | Added |
| Laffer Tengler Investments | 24,437 | $6.28M | 2.20% | +1,698+7.5% | Added |
| Audent Global Asset Management, LLC | 24,503 | $6.29M | 5.66% | −7,481−23.4% | Reduced |
| FWL Investment Management, LLC | 24,502 | $6.29M | 4.57% | −1,002−3.9% | Reduced |
| Valley Brook Capital Group | 24,580 | $6.31M | 6.51% | −317−1.3% | Reduced |
| Pinnacle Bancorp, Inc. | 24,578 | $6.31M | 2.60% | +975+4.1% | Added |
| O'Brien Greene & Co. Inc | 24,669 | $6.34M | 2.39% | +938+4.0% | Added |
| Trinity Legacy Partners, LLC | 23,968 | $6.34M | 2.46% | −765−3.1% | Reduced |
| Stableford Capital II LLC | 22,413 | $6.34M | 2.93% | −1,121−4.8% | Reduced |
| Solstein Capital, LLC | 24,695 | $6.34M | 4.86% | +44+0.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 24,720 | $6.35M | 6.99% | +323+1.3% | Added |
| Klingman & Associates, LLC | 24,725 | $6.35M | 0.62% | −343−1.4% | Reduced |
| SPC Financial, Inc. | 24,731 | $6.35M | 0.78% | −1,676−6.3% | Reduced |
| Sutton Wealth Advisors Inc. | 24,740 | $6.35M | 2.52% | +236+1.0% | Added |
| Handelsinvest Investeringsforvaltning | 24,742 | $6.35M | 0.94% | −5,261−17.5% | Reduced |
| Manchester Capital Management LLC | 24,750 | $6.36M | 1.09% | +2,324+10.4% | Added |
| Darwin Advisors, LLC | 23,142 | $6.36M | 1.29% | −779−3.3% | Reduced |
| Principal Street Partners, LLC | 24,796 | $6.37M | 1.65% | −1,133−4.4% | Reduced |
| Poehling Capital Management, LLC | 24,793 | $6.37M | 2.40% | −614−2.4% | Reduced |
| First Trust Bank, Ltd. | 24,798 | $6.37M | 9.37% | −4,800−16.2% | Reduced |
| Redwood Investments, LLC | 24,829 | $6.38M | 0.71% | −1,084−4.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 24,841 | $6.38M | 1.07% | −2,280−8.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 24,840 | $6.38M | 2.13% | −128−0.5% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 24,899 | $6.39M | 0.48% | −156−0.6% | Reduced |
| Essex Savings Bank | 24,980 | $6.42M | 2.45% | −370−1.5% | Reduced |
| Harbor Advisors LLC | 25,000 | $6.42M | 1.56% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 25,013 | $6.42M | 1.49% | +175+0.7% | Added |
| Kapitalo Investimentos Ltda | 25,042 | $6.43M | 4.26% | −16,200−39.3% | Reduced |
| Lee Financial Co | 25,102 | $6.45M | 1.18% | +811+3.3% | Added |
| Banco de Sabadell, S.A | 25,169 | $6.46M | 5.43% | −6,172−19.7% | Reduced |
| Beecher Investors Inc | 25,196 | $6.47M | 9.36% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 25,195 | $6.47M | 4.78% | +25,195 | New |
| Investment Partners, Ltd. | 25,213 | $6.47M | 3.16% | −265−1.0% | Reduced |