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 |
|---|---|---|---|---|---|
| Asset Management Corp | 25,232 | $6.48M | 4.84% | +419+1.7% | Added |
| Coulter & Justus Financial Services, LLC | 25,279 | $6.49M | 5.22% | +25,279 | New |
| TCWP LLC | 25,290 | $6.50M | 1.38% | +220+0.9% | Added |
| Evanson Asset Management, LLC | 25,302 | $6.50M | 0.74% | −2,679−9.6% | Reduced |
| Platte River Wealth Advisors, LLC | 25,368 | $6.51M | 2.82% | +60+0.2% | Added |
| Boyer & Corporon Wealth Management, LLC | 25,389 | $6.52M | 2.23% | −48−0.2% | Reduced |
| Andra AP-fonden | 25,400 | $6.52M | 0.19% | +25,400 | New |
| Colony Family Offices, LLC | 25,435 | $6.53M | 2.96% | +25,435 | New |
| Horizon Investment Services, LLC | 25,470 | $6.54M | 4.33% | −972−3.7% | Reduced |
| Financial Advisory Service, Inc. | 25,489 | $6.55M | 0.69% | +2,210+9.5% | Added |
| Costello Asset Management, INC | 25,500 | $6.55M | 5.66% | −1,169−4.4% | Reduced |
| CNB Bank | 25,505 | $6.55M | 4.24% | +190+0.8% | Added |
| IMA Wealth, Inc. | 25,508 | $6.55M | 1.60% | +4,461+21.2% | Added |
| Kingfisher Capital LLC | 25,529 | $6.56M | 1.87% | +617+2.5% | Added |
| First City Capital Management, Inc. | 25,540 | $6.56M | 4.04% | +125+0.5% | Added |
| Legato Capital Management LLC | 25,564 | $6.57M | 1.47% | 00.0% | Unchanged |
| Adirondack Trust Co | 25,588 | $6.57M | 3.52% | +239+0.9% | Added |
| Herald Investment Management Ltd | 25,632 | $6.58M | 1.53% | 00.0% | Unchanged |
| SOL Capital Management CO | 25,648 | $6.59M | 1.33% | −1,085−4.1% | Reduced |
| Cary Street Partners Asset Management LLC | 25,654 | $6.59M | 1.54% | +2,224+9.5% | Added |
| EagleClaw Capital Managment, LLC | 25,689 | $6.60M | 1.79% | +300+1.2% | Added |
| Two Sigma Securities, LLC | 25,702 | $6.60M | 1.17% | +17,959+231.9% | Added |
| Finer Wealth Management, Inc. | 25,713 | $6.60M | 6.03% | −875−3.3% | Reduced |
| Quent Capital, LLC | 25,726 | $6.61M | 1.41% | −7,968−23.6% | Reduced |
| Monument Capital Management | 25,728 | $6.61M | 2.49% | +845+3.4% | Added |
| Enhancing Capital LLC | 25,876 | $6.65M | 7.93% | −14−0.1% | Reduced |
| PDS Planning, Inc | 25,876 | $6.65M | 1.20% | +3,329+14.8% | Added |
| Eagle Capital Management, LLC | 25,962 | $6.67M | 3.96% | −144−0.6% | Reduced |
| Bell Bank | 25,977 | $6.67M | 0.80% | +3,289+14.5% | Added |
| NovaPoint Capital, LLC | 25,987 | $6.67M | 2.90% | −977−3.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 26,025 | $6.68M | 0.88% | +26,025 | New |
| Hurlow Wealth Management Group, Inc. | 26,078 | $6.70M | 3.86% | +376+1.5% | Added |
| First PREMIER Bank | 26,082 | $6.70M | 2.00% | +79+0.3% | Added |
| Aurora Investment Managers, LLC. | 26,086 | $6.70M | 6.47% | +301+1.2% | Added |
| Madden Securities Corp | 26,122 | $6.71M | 3.68% | +561+2.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 26,143 | $6.71M | 1.84% | +571+2.2% | Added |
| Bedell Frazier Investment Counseling, LLC | 26,224 | $6.74M | 2.07% | +684+2.7% | Added |
| Cim Investment Mangement Inc | 26,226 | $6.74M | 2.80% | −3,046−10.4% | Reduced |
| Occidental Asset Management, LLC | 26,234 | $6.74M | 2.00% | −2,101−7.4% | Reduced |
| Perpetual Investment Management Ltd | 26,267 | $6.75M | 0.99% | +6,754+34.6% | Added |
| Endurance Wealth Management, Inc. | 26,320 | $6.76M | 1.03% | +335+1.3% | Added |
| Orleans Capital Management Corp | 26,416 | $6.78M | 5.07% | −63−0.2% | Reduced |
| SBK Financial, Inc. | 26,461 | $6.80M | 8.88% | +362+1.4% | Added |
| MEMBERS Trust Co | 26,498 | $6.80M | 0.22% | +273+1.0% | Added |
| Lester Murray Antman dba SimplyRich | 26,514 | $6.81M | 2.83% | −21−0.1% | Reduced |
| Key Financial Inc | 26,250 | $6.81M | 3.69% | +1,324+5.3% | Added |
| Executive Wealth Group LLC | 26,566 | $6.82M | 5.28% | +40.0% | Added |
| Investment Research & Advisory Group, Inc. | 26,578 | $6.83M | 5.00% | +817+3.2% | Added |
| Barton Investment Management | 26,635 | $6.84M | 1.38% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 26,682 | $6.85M | 1.12% | +140+0.5% | Added |
| Leeward Financial Partners, LLC | 26,725 | $6.86M | 4.71% | +7,293+37.5% | Added |
| Independent Solutions Wealth Management, LLC | 26,761 | $6.87M | 2.14% | −2,213−7.6% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 26,789 | $6.88M | 1.92% | +541+2.1% | Added |
| AlphaCrest Capital Management LLC | 26,801 | $6.88M | 0.33% | +6,083+29.4% | Added |
| Cherry Creek Investment Advisors, Inc. | 26,824 | $6.89M | 5.56% | +314+1.2% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 26,839 | $6.89M | 3.10% | +1,261+4.9% | Added |
| JB Capital LLC | 26,873 | $6.90M | 0.74% | +2,056+8.3% | Added |
| Ausdal Financial Partners, Inc. | 26,927 | $6.92M | 1.04% | −833−3.0% | Reduced |
| Liberty Capital Management, Inc. | 26,979 | $6.93M | 2.46% | −444−1.6% | Reduced |
| Hickory Lane Capital Management LP | 27,000 | $6.93M | 8.23% | −1,500−5.3% | Reduced |
| Oak Harvest Investment Services | 27,022 | $6.94M | 1.87% | +1,085+4.2% | Added |
| Pure Financial Advisors, Inc. | 27,057 | $6.95M | 0.43% | +224+0.8% | Added |
| Personal Cfo Solutions, LLC | 27,059 | $6.95M | 1.63% | +1,262+4.9% | Added |
| StoneX Group Inc. | 27,149 | $6.97M | 0.85% | −2,111−7.2% | Reduced |
| Strategic Investment Advisors | 27,164 | $6.98M | 1.39% | +1,596+6.2% | Added |
| Lantz Financial LLC | 27,253 | $7.00M | 3.16% | −1,059−3.7% | Reduced |
| Brown Capital Management LLC | 27,262 | $7.00M | 0.09% | −1,455−5.1% | Reduced |
| Tradition Wealth Management, LLC | 27,276 | $7.00M | 1.02% | −211−0.8% | Reduced |
| Founders Financial Alliance, LLC | 27,318 | $7.02M | 3.56% | −411−1.5% | Reduced |
| Patton Albertson Miller Group, LLC | 27,327 | $7.02M | 1.43% | −3,651−11.8% | Reduced |
| Sunbelt Securities, Inc. | 27,368 | $7.03M | 1.49% | +1,167+4.5% | Added |
| Chatham Capital Group, Inc. | 27,391 | $7.04M | 1.59% | +70.0% | Added |
| Once Capital Management, LLC | 27,400 | $7.04M | 8.96% | +1,600+6.2% | Added |
| Legacy Advisors, LLC | 27,493 | $7.06M | 1.48% | +2,880+11.7% | Added |
| Piscataqua Savings Bank | 27,531 | $7.07M | 6.19% | −658−2.3% | Reduced |
| Socorro Asset Management LP | 27,544 | $7.07M | 2.51% | −1,403−4.8% | Reduced |
| Sonata Capital Group Inc | 27,542 | $7.07M | 3.67% | +1,171+4.4% | Added |
| American Research & Management Co. | 27,570 | $7.08M | 1.82% | +31+0.1% | Added |
| Tradewinds, LLC. | 27,636 | $7.10M | 4.83% | +27,636 | New |
| True North Advisors, LLC | 27,667 | $7.11M | 2.21% | +3,223+13.2% | Added |
| Congress Park Capital LLC | 27,667 | $7.11M | 4.56% | +788+2.9% | Added |
| Blume Capital Management, Inc. | 27,695 | $7.11M | 2.81% | +206+0.7% | Added |
| Zevenbergen Capital Investments LLC | 27,701 | $7.11M | 0.33% | +944+3.5% | Added |
| Resurgent Financial Advisors LLC | 27,720 | $7.12M | 4.75% | +2,987+12.1% | Added |
| Fruth Investment Management | 22,769 | $7.15M | 1.96% | −20−0.1% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 27,861 | $7.16M | 3.37% | +515+1.9% | Added |
| JT Stratford LLC | 27,917 | $7.17M | 2.27% | +1,463+5.5% | Added |
| Stelac Advisory Services LLC | 27,925 | $7.17M | 2.88% | +3,018+12.1% | Added |
| Hollencrest Capital Management | 27,949 | $7.18M | 0.84% | −1,680−5.7% | Reduced |
| Arlington Partners LLC | 27,969 | $7.18M | 2.38% | −541−1.9% | Reduced |
| Siena Capital LLC | 27,991 | $7.19M | 4.36% | +1,043+3.9% | Added |
| Gibraltar Capital Management, Inc. | 28,033 | $7.20M | 3.50% | +2,262+8.8% | Added |
| Jupiter Wealth Management LLC | 28,045 | $7.20M | 6.56% | −7,830−21.8% | Reduced |
| Advocate Group LLC | 28,049 | $7.20M | 1.68% | +28,049 | New |
| Exeter Financial, LLC | 28,103 | $7.22M | 4.03% | −545−1.9% | Reduced |
| SNS Financial Group, LLC | 28,129 | $7.22M | 0.95% | −267−0.9% | Reduced |
| Plancorp, LLC | 28,166 | $7.23M | 0.46% | −5,636−16.7% | Reduced |
| Heartland Bank & Trust Co | 28,227 | $7.25M | 6.43% | +1,669+6.3% | Added |
| Enterprise Financial Services Corp | 28,272 | $7.26M | 1.41% | −1,361−4.6% | Reduced |
| S.E.E.D. Planning Group LLC | 28,278 | $7.26M | 3.29% | +4,611+19.5% | Added |