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 |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 31,388 | $8.06M | 2.37% | +7,803+33.1% | Added |
| Verition Fund Management LLC | 31,401 | $8.06M | 0.17% | −88,999−73.9% | Reduced |
| Phraction Management LLC | 31,411 | $8.07M | 5.33% | +735+2.4% | Added |
| Carolinas Wealth Consulting LLC | 107,507 | $8.09M | 2.01% | +82,748+334.2% | Added |
| Hixon Zuercher, LLC | 31,504 | $8.09M | 5.24% | +349+1.1% | Added |
| Loudon Investment Management, LLC | 31,579 | $8.11M | 6.08% | +30+0.1% | Added |
| Villere St Denis J & Co LLC | 31,581 | $8.11M | 0.61% | +18+0.1% | Added |
| Summit X, LLC | 31,542 | $8.11M | 2.35% | +1,093+3.6% | Added |
| Center for Financial Planning, Inc. | 31,631 | $8.12M | 2.06% | +1,453+4.8% | Added |
| Eastover Investment Advisors LLC | 31,722 | $8.15M | 4.97% | −145−0.5% | Reduced |
| First Bank & Trust | 31,728 | $8.15M | 2.65% | +1,258+4.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 31,811 | $8.17M | 4.28% | −683−2.1% | Reduced |
| Brick & Kyle, Associates | 31,990 | $8.18M | 4.58% | +238+0.7% | Added |
| LVW Advisors, LLC | 31,834 | $8.18M | 1.71% | +198+0.6% | Added |
| TFG Advisers LLC | 31,917 | $8.20M | 4.37% | +755+2.4% | Added |
| Roberts Capital Advisors, LLC | 31,919 | $8.20M | 11.24% | 00.0% | Unchanged |
| M&R Capital Management Inc | 32,050 | $8.23M | 2.15% | +525+1.7% | Added |
| Newman Dignan & Sheerar, Inc. | 32,091 | $8.24M | 2.81% | −477−1.5% | Reduced |
| RMR Wealth Builders | 32,256 | $8.28M | 2.06% | −3,105−8.8% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 30,550 | $8.31M | 0.05% | −3,347−9.9% | Reduced |
| Lederer & Associates Investment Counsel | 32,381 | $8.32M | 6.41% | −1,535−4.5% | Reduced |
| Claro Advisors LLC | 32,411 | $8.32M | 3.31% | −1,175−3.5% | Reduced |
| Menlo Advisors LLC | 32,424 | $8.33M | 5.52% | +524+1.6% | Added |
| Carroll Investors, Inc | 32,440 | $8.33M | 7.57% | −337−1.0% | Reduced |
| Ergoteles LLC | 32,500 | $8.35M | 0.25% | +21,170+186.8% | Added |
| Hampton Road Capital Management LP | 32,500 | $8.35M | 2.41% | +32,500 | New |
| Westover Capital Advisors, LLC | 32,514 | $8.35M | 3.08% | −118−0.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 32,515 | $8.35M | 4.75% | +233+0.7% | Added |
| Pekin Hardy Strauss, Inc. | 32,550 | $8.36M | 1.30% | −189−0.6% | Reduced |
| Shepherd Financial Partners LLC | 32,551 | $8.36M | 1.63% | +170+0.5% | Added |
| Trust Co of Kansas | 32,627 | $8.38M | 4.92% | −4,027−11.0% | Reduced |
| Penbrook Management LLC | 32,641 | $8.38M | 6.61% | −1,990−5.7% | Reduced |
| Chesapeake Wealth Management | 32,680 | $8.39M | 3.59% | −128−0.4% | Reduced |
| Notis-McConarty Edward | 32,711 | $8.40M | 3.50% | +201+0.6% | Added |
| Oxler Private Wealth LLC | 32,722 | $8.40M | 4.05% | +240+0.7% | Added |
| Intact Investment Management Inc. | 32,750 | $8.41M | 0.26% | −550−1.7% | Reduced |
| Providence Capital Advisors, LLC | 32,884 | $8.45M | 2.46% | −1,259−3.7% | Reduced |
| Financial Perspectives, Inc | 32,900 | $8.45M | 4.77% | +20.0% | Added |
| Northside Capital Management, LLC | 32,931 | $8.46M | 2.67% | −798−2.4% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 32,956 | $8.46M | 0.35% | −5,346−14.0% | Reduced |
| Concentric Wealth Management, LLC | 32,979 | $8.47M | 2.86% | +40+0.1% | Added |
| Bray Capital Advisors | 32,984 | $8.47M | 2.53% | −188−0.6% | Reduced |
| Delta Investment Management, LLC | 32,999 | $8.47M | 3.87% | +3,737+12.8% | Added |
| Field & Main Bank | 33,015 | $8.48M | 5.46% | +13,721+71.1% | Added |
| United Capital Management of KS, Inc. | 33,025 | $8.48M | 3.99% | +104+0.3% | Added |
| MidWestOne Financial Group, Inc. | 33,035 | $8.48M | 2.10% | +239+0.7% | Added |
| Citizens & Northern Corp | 33,043 | $8.49M | 3.70% | −316−0.9% | Reduced |
| Trust Co of Oklahoma | 33,066 | $8.49M | 4.00% | −4,625−12.3% | Reduced |
| Washington Trust Advisors, Inc. | 33,162 | $8.52M | 0.75% | −5,502−14.2% | Reduced |
| Herold Advisors, Inc. | 33,166 | $8.52M | 3.86% | +454+1.4% | Added |
| Jackson Hole Capital Partners, LLC | 33,197 | $8.53M | 2.66% | +366+1.1% | Added |
| Unionview, LLC | 33,232 | $8.54M | 9.53% | −696−2.1% | Reduced |
| Ratan Capital Management LP | 33,250 | $8.54M | 7.18% | −9,000−21.3% | Reduced |
| TCI Wealth Advisors, Inc. | 33,258 | $8.54M | 1.31% | +516+1.6% | Added |
| Inscription Capital, LLC | 33,274 | $8.55M | 1.54% | +148+0.4% | Added |
| Retirement Capital Strategies | 33,273 | $8.55M | 3.83% | +617+1.9% | Added |
| Clarity Financial LLC | 33,293 | $8.55M | 1.85% | +2,936+9.7% | Added |
| Bedel Financial Consulting, Inc. | 33,415 | $8.58M | 2.51% | +581+1.8% | Added |
| Lafayette Investments, Inc. | 33,497 | $8.60M | 2.48% | −80−0.2% | Reduced |
| Martin & Co Inc | 33,538 | $8.61M | 2.46% | +971+3.0% | Added |
| RDST Capital LLC | 33,575 | $8.62M | 6.13% | +100+0.3% | Added |
| Udine Wealth Management, Inc. | 33,600 | $8.63M | 15.63% | +1,380+4.3% | Added |
| Hollow Brook Wealth Management LLC | 33,707 | $8.66M | 4.76% | −294−0.9% | Reduced |
| Corbenic Partners LLC | 33,759 | $8.67M | 2.28% | −1,014−2.9% | Reduced |
| AMS Capital Ltda | 33,761 | $8.67M | 4.58% | −159−0.5% | Reduced |
| Cambridge Advisors Inc. | 33,799 | $8.68M | 2.37% | +254+0.8% | Added |
| Marshall & Sullivan Inc | 33,862 | $8.70M | 5.29% | +84+0.2% | Added |
| Carlson Capital Management | 34,012 | $8.73M | 0.77% | −230−0.7% | Reduced |
| GM Advisory Group, Inc. | 34,021 | $8.74M | 1.36% | −2,110−5.8% | Reduced |
| Uncommon Cents Investing LLC | 34,022 | $8.74M | 3.49% | −105−0.3% | Reduced |
| Wealth Advisors, Inc. | 34,159 | $8.77M | 4.27% | −498−1.4% | Reduced |
| Greystone Financial Group, LLC | 34,196 | $8.78M | 2.74% | +4,129+13.7% | Added |
| Raab & Moskowitz Asset Management LLC | 34,212 | $8.79M | 3.44% | +995+3.0% | Added |
| LeJeune Puetz Investment Counsel LLC | 34,236 | $8.79M | 3.42% | +985+3.0% | Added |
| White Pine Investment CO | 34,277 | $8.80M | 3.48% | +23+0.1% | Added |
| Nicolet Bankshares Inc | 34,322 | $8.81M | 2.30% | −751−2.1% | Reduced |
| Little House Capital LLC | 34,430 | $8.84M | 4.76% | +2,463+7.7% | Added |
| Wisconsin Capital Management LLC | 34,438 | $8.85M | 5.94% | −3,576−9.4% | Reduced |
| Pegasus Partners Ltd. | 34,441 | $8.85M | 1.84% | +911+2.7% | Added |
| Warther Private Wealth, LLC | 34,168 | $8.87M | 6.49% | +5,172+17.8% | Added |
| Front Row Advisors LLC | 34,539 | $8.87M | 4.36% | −449−1.3% | Reduced |
| Northstar Asset Management LLC | 34,550 | $8.87M | 2.77% | +65+0.2% | Added |
| White Pine Capital LLC | 34,594 | $8.88M | 3.48% | −1,284−3.6% | Reduced |
| Summit Financial Group Inc | 34,678 | $8.91M | 3.44% | −350−1.0% | Reduced |
| Stokes Capital Advisors, LLC | 34,751 | $8.93M | 3.12% | +321+0.9% | Added |
| Advanced Asset Management Advisors Inc | 34,809 | $8.94M | 2.29% | −50−0.1% | Reduced |
| Harbour Capital Advisors, LLC | 34,830 | $8.95M | 2.92% | +190+0.5% | Added |
| Brown Miller Wealth Management, LLC | 34,854 | $8.95M | 6.09% | +1,076+3.2% | Added |
| Sandbox Financial Partners, LLC | 34,899 | $8.96M | 6.39% | +51+0.1% | Added |
| Cramer Rosenthal McGlynn LLC | 35,028 | $9.00M | 0.41% | +11,557+49.2% | Added |
| Biltmore Family Office, LLC | 35,031 | $9.00M | 2.25% | +120+0.3% | Added |
| Voya Financial Advisors, Inc. | 34,613 | $9.01M | 1.12% | +1,690+5.1% | Added |
| Chronos Wealth Management, LLC | 35,080 | $9.01M | 6.76% | +244+0.7% | Added |
| Carderock Capital Management Inc | 35,167 | $9.03M | 3.77% | −937−2.6% | Reduced |
| AIMZ Investment Advisors, LLC | 35,181 | $9.04M | 4.33% | −46−0.1% | Reduced |
| Financial Engines Advisors L.L.C. | 35,228 | $9.05M | 0.03% | −3,954−10.1% | Reduced |
| Connolly Sarah T. | 35,224 | $9.05M | 6.16% | +702+2.0% | Added |
| Atlantic Trust, LLC | 35,228 | $9.05M | 6.88% | +138+0.4% | Added |
| Bank Ozk | 35,243 | $9.05M | 4.58% | −865−2.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 35,295 | $9.06M | 2.96% | −2,171−5.8% | Reduced |