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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Fieldpoint Private Securities, LLC | 28,290 | $7.27M | 2.11% | −12,462−30.6% | Reduced |
| Founders Capital Management | 28,337 | $7.28M | 5.74% | −2,972−9.5% | Reduced |
| Eukles Asset Management | 28,341 | $7.28M | 4.61% | +157+0.6% | Added |
| Mendel Money Management | 28,367 | $7.29M | 4.34% | −219−0.8% | Reduced |
| Frisch Financial Group, Inc. | 28,418 | $7.30M | 2.82% | +42+0.1% | Added |
| Perennial Investment Advisors, LLC | 28,421 | $7.30M | 2.85% | −948−3.2% | Reduced |
| Heron Bay Capital Management | 28,461 | $7.31M | 4.43% | −201−0.7% | Reduced |
| Versant Capital Management, Inc | 28,461 | $7.31M | 2.68% | +240+0.9% | Added |
| Tandem Capital Management Corp | 28,484 | $7.32M | 5.86% | −90−0.3% | Reduced |
| Curbstone Financial Management Corp | 28,502 | $7.32M | 1.70% | −2,412−7.8% | Reduced |
| Diamant Asset Management, Inc. | 28,624 | $7.35M | 6.62% | −115−0.4% | Reduced |
| Mirador Capital Partners LP | 28,631 | $7.35M | 1.74% | +235+0.8% | Added |
| Michael B. Yongue | 28,637 | $7.36M | 6.48% | −108−0.4% | Reduced |
| TRH Financial, LLC | 28,644 | $7.36M | 2.47% | +840+3.0% | Added |
| VeraBank, N.A. | 28,676 | $7.37M | 4.31% | +1,075+3.9% | Added |
| Blodgett Wealth Advisors, LLC | 28,695 | $7.37M | 8.17% | +274+1.0% | Added |
| Fort Point Capital Partners LLC | 28,738 | $7.38M | 1.32% | −1,886−6.2% | Reduced |
| Childress Capital Advisors, LLC | 28,748 | $7.38M | 2.92% | +1,561+5.7% | Added |
| Highlander Capital Management, LLC | 28,775 | $7.39M | 3.98% | −2,290−7.4% | Reduced |
| Arete Wealth Advisors, LLC | 28,759 | $7.39M | 0.81% | −2,979−9.4% | Reduced |
| Signet Financial Management, LLC | 28,786 | $7.39M | 1.41% | −2,220−7.2% | Reduced |
| Okabena Investment Services Inc | 28,903 | $7.42M | 3.82% | +5,689+24.5% | Added |
| My Personal CFO, LLC | 28,927 | $7.43M | 9.54% | −2,315−7.4% | Reduced |
| Parkside Financial Bank & Trust | 28,950 | $7.43M | 2.27% | +822+2.9% | Added |
| Stamos Capital Partners, L.P. | 28,970 | $7.44M | 2.25% | +4,970+20.7% | Added |
| North Growth Management Ltd. | 29,000 | $7.45M | 1.73% | 00.0% | Unchanged |
| Excalibur Management Corp | 29,037 | $7.46M | 3.88% | −406−1.4% | Reduced |
| LCNB Corp | 29,039 | $7.46M | 3.87% | +193+0.7% | Added |
| M.D. Sass Investors Services, Inc. | 29,070 | $7.47M | 1.41% | +1,620+5.9% | Added |
| Andesa Financial Management Inc. | 29,104 | $7.47M | 4.72% | +328+1.1% | Added |
| VisionPoint Advisory Group, LLC | 26,045 | $7.48M | 2.96% | +1,696+7.0% | Added |
| Souders Financial Advisors | 29,142 | $7.49M | 2.15% | +1,699+6.2% | Added |
| Scott Investment Partners LLP | 29,200 | $7.50M | 4.99% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 29,202 | $7.50M | 4.69% | +944+3.3% | Added |
| Wimmer Associates 1, LLC | 29,278 | $7.52M | 4.90% | +406+1.4% | Added |
| Madrona Financial Services, LLC | 29,285 | $7.52M | 4.41% | +480+1.7% | Added |
| Keystone Financial Planning, Inc. | 29,287 | $7.52M | 2.64% | −165−0.6% | Reduced |
| Harrington Investments, INC | 29,321 | $7.53M | 5.60% | −303−1.0% | Reduced |
| Sendero Wealth Management, LLC | 29,353 | $7.54M | 7.25% | +2,586+9.7% | Added |
| Radnor Capital Management, LLC | 29,379 | $7.54M | 2.06% | −1,951−6.2% | Reduced |
| DFPG Investments, LLC | 29,735 | $7.56M | 3.30% | +2,697+10.0% | Added |
| Burke & Herbert Bank & Trust Co | 29,482 | $7.57M | 5.71% | −845−2.8% | Reduced |
| Asio Capital, LLC | 29,548 | $7.59M | 2.39% | +297+1.0% | Added |
| Greenfield Savings Bank | 29,563 | $7.59M | 5.09% | +29,563 | New |
| McMillion Capital Management Inc | 29,626 | $7.61M | 6.33% | −2,927−9.0% | Reduced |
| Drexel Morgan & Co. | 29,643 | $7.61M | 2.09% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 28,846 | $7.62M | 1.76% | +473+1.7% | Added |
| JNBA Financial Advisors | 29,707 | $7.63M | 1.16% | −559−1.8% | Reduced |
| Mystic Asset Management, Inc. | 29,720 | $7.63M | 4.65% | +598+2.1% | Added |
| GraniteShares Advisors LLC | 29,721 | $7.63M | 5.60% | −4,557−13.3% | Reduced |
| Prestige Wealth Management Group LLC | 29,795 | $7.65M | 2.08% | −170−0.6% | Reduced |
| Davidson Trust Co | 29,813 | $7.66M | 6.83% | −411−1.4% | Reduced |
| Meridian Investment Counsel Inc. | 29,837 | $7.66M | 3.15% | 00.0% | Unchanged |
| Waycross Partners, LLC | 29,860 | $7.67M | 5.09% | −56−0.2% | Reduced |
| Consolidated Investment Group LLC | 29,889 | $7.68M | 1.46% | +4,000+15.5% | Added |
| AXS Investments LLC | 29,912 | $7.68M | 2.73% | −7,180−19.4% | Reduced |
| Bridge Creek Capital Management LLC | 29,977 | $7.70M | 3.14% | −2,476−7.6% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $7.70M | 2.52% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 30,088 | $7.73M | 3.86% | +31+0.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 30,114 | $7.73M | 5.55% | −1,515−4.8% | Reduced |
| WESPAC Advisors, LLC | 30,121 | $7.74M | 5.90% | +27,278+959.5% | Added |
| GDS Wealth Management | 30,165 | $7.75M | 1.74% | +12,761+73.3% | Added |
| Birch Capital Management, LLC | 30,176 | $7.75M | 5.53% | +264+0.9% | Added |
| Windward Capital Management Co | 30,227 | $7.76M | 0.84% | +192+0.6% | Added |
| Peoples Financial Services Corp. | 30,294 | $7.78M | 3.69% | −594−1.9% | Reduced |
| David J Yvars Group | 30,099 | $7.81M | 10.63% | −726−2.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 30,186 | $7.84M | 5.78% | +143+0.5% | Added |
| HM Capital Management, LLC | 30,535 | $7.84M | 4.37% | −255−0.8% | Reduced |
| Buttonwood Financial Advisors Inc. | 30,545 | $7.84M | 7.08% | +8,119+36.2% | Added |
| Enterprise Bank & Trust Co | 30,584 | $7.86M | 3.56% | −2,724−8.2% | Reduced |
| Wedmont Private Capital | 30,583 | $7.86M | 1.69% | +3,533+13.1% | Added |
| Grove Bank & Trust | 30,609 | $7.86M | 1.88% | −1,078−3.4% | Reduced |
| Nadler Financial Group, Inc. | 30,621 | $7.86M | 1.45% | +836+2.8% | Added |
| Contravisory Investment Management, Inc. | 30,625 | $7.87M | 2.55% | −2,650−8.0% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 30,632 | $7.87M | 5.31% | +30,289+8,830.6% | Added |
| EverSource Wealth Advisors, LLC | 30,698 | $7.88M | 2.03% | +3,045+11.0% | Added |
| Brandywine Oak Private Wealth LLC | 30,709 | $7.89M | 1.01% | +223+0.7% | Added |
| Cardiff Park Advisors, LLC | 30,731 | $7.89M | 1.20% | +805+2.7% | Added |
| C2C Wealth Management, LLC | 30,412 | $7.89M | 1.45% | −1,352−4.3% | Reduced |
| Prospect Capital Advisors, LLC | 30,750 | $7.90M | 4.00% | +18,250+146.0% | Added |
| Roanoke Asset Management Corp | 30,784 | $7.91M | 3.55% | +275+0.9% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,809 | $7.91M | 2.67% | −125−0.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 30,822 | $7.92M | 9.26% | −135−0.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 30,868 | $7.93M | 2.59% | +122+0.4% | Added |
| Hamel Associates, Inc. | 30,893 | $7.94M | 3.13% | −50.0% | Reduced |
| Clear Creek Financial Management, LLC | 30,930 | $7.94M | 1.66% | +28+0.1% | Added |
| F/M Investments LLC | 29,344 | $7.95M | 7.47% | +3,958+15.6% | Added |
| Triangle Securities Wealth Management | 30,968 | $7.95M | 3.10% | −700−2.2% | Reduced |
| Mandatum Life Insurance Co Ltd | 31,028 | $7.97M | 1.79% | +1,131+3.8% | Added |
| Sawyer & Company, Inc | 31,036 | $7.97M | 4.05% | −547−1.7% | Reduced |
| Guardian Wealth Advisors, LLC | 31,091 | $7.99M | 1.46% | +8,502+37.6% | Added |
| Oarsman Capital, Inc. | 31,139 | $8.00M | 3.97% | −1,242−3.8% | Reduced |
| Brightworth | 31,139 | $8.00M | 0.86% | +6,954+28.8% | Added |
| Peterson Financial Group, Inc. | 31,187 | $8.01M | 7.54% | +2,297+8.0% | Added |
| WealthTrust Axiom LLC | 31,195 | $8.01M | 2.85% | −74−0.2% | Reduced |
| Cornerstone Advisory, LLC | 31,209 | $8.02M | 1.83% | −11,670−27.2% | Reduced |
| CCG Wealth Management, LLC | 31,211 | $8.02M | 4.52% | +1,472+4.9% | Added |
| Wilson Asset Management (International) Pty Ltd | 31,231 | $8.02M | 2.39% | 00.0% | Unchanged |
| Muhlenkamp & Co Inc | 31,241 | $8.02M | 3.76% | −74−0.2% | Reduced |
| IFG Advisory, LLC | 31,342 | $8.05M | 0.88% | −2,725−8.0% | Reduced |