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; 6,247 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
- +31 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
- 113
- 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Susquehanna International Group Ltd. | 1,425 | $366.0K | 0.09% | +1,425 | New |
| Basepoint Wealth LLC | 1,427 | $366.5K | 0.38% | −138−8.8% | Reduced |
| Joule Financial, LLC | 1,432 | $368.0K | 0.29% | +1,432 | New |
| Chicago Wealth Management, Inc. | 1,440 | $370.0K | 0.33% | +2+0.1% | Added |
| Cardinal Capital Management, Inc. | 1,443 | $371.0K | 0.02% | +373+34.9% | Added |
| Prudent Investors Network | 1,451 | $373.0K | 0.19% | −36−2.4% | Reduced |
| J2 Capital Management Inc | 1,451 | $373.0K | 0.57% | −10−0.7% | Reduced |
| Chico Wealth RIA | 1,456 | $374.0K | 0.30% | 00.0% | Unchanged |
| Vista Finance, LLC | 1,461 | $375.0K | 0.49% | −172−10.5% | Reduced |
| Daniels&Tansey,LLP | 1,470 | $377.0K | 0.15% | +19+1.3% | Added |
| Rinkey Investments | 1,382 | $382.0K | 0.36% | +561+68.3% | Added |
| McClarren Financial Advisors, Inc. | 1,491 | $383.0K | 1.23% | −982−39.7% | Reduced |
| Corton Capital Inc. | 1,497 | $384.0K | 0.36% | +1,497 | New |
| Shay Capital LLC | 1,500 | $385.0K | 0.20% | −3,000−66.7% | Reduced |
| Level Financial Advisors, Inc. | 1,498 | $385.0K | 0.28% | −91−5.7% | Reduced |
| Triad Investment Management | 1,500 | $385.0K | 0.57% | 00.0% | Unchanged |
| GoalFusion Wealth Management, LLC | 1,498 | $385.0K | 0.36% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 1,500 | $385.0K | 0.30% | +4+0.3% | Added |
| Sage Financial Management Group, Inc. | 1,500 | $385.0K | 0.27% | +155+11.5% | Added |
| Drake & Associates, LLC | 1,499 | $385.0K | 0.22% | +1,499 | New |
| Howard Wealth Management, LLC | 1,510 | $387.0K | 0.41% | −1,960−56.5% | Reduced |
| Townsend & Associates, Inc | 1,461 | $387.0K | 0.18% | +44+3.1% | Added |
| WorthPointe, LLC | 1,511 | $388.0K | 0.33% | −114−7.0% | Reduced |
| Stone Asset Management Inc. | 1,510 | $388.0K | 0.24% | +300+24.8% | Added |
| Hilltop Wealth Advisors, LLC | 1,514 | $389.0K | 0.38% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 1,515 | $389.0K | 0.27% | +184+13.8% | Added |
| Truvvo Partners LLC | 1,518 | $390.0K | 6.51% | +4+0.3% | Added |
| Harbor Group, Inc. | 1,521 | $391.0K | 0.29% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 1,526 | $391.9K | 0.36% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 1,525 | $392.0K | 0.26% | 00.0% | Unchanged |
| Benchmark Wealth Management, LLC | 1,527 | $392.0K | 0.29% | +100+7.0% | Added |
| Glovista Investments LLC | 1,537 | $395.0K | 0.16% | 00.0% | Unchanged |
| TL Private Wealth | 1,572 | $399.0K | 0.23% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,555 | $400.0K | 0.28% | 00.0% | Unchanged |
| Awm Capital, LLC | 1,564 | $402.0K | 0.20% | −336−17.7% | Reduced |
| Vantage Financial Partners, LLC | 1,586 | $407.0K | 0.24% | +29+1.9% | Added |
| Tucker Asset Management LLC | 1,585 | $407.1K | 0.13% | +660+71.4% | Added |
| Bivin & Associates, Inc. | 1,590 | $408.0K | 0.44% | −152−8.7% | Reduced |
| Sanford Advisory Services, LLC | 1,592 | $408.0K | 0.12% | +305+23.7% | Added |
| Highland Financial Advisors, LLC | 1,590 | $408.0K | 0.28% | +1,590 | New |
| LVZ Advisors, Inc. | 1,599 | $411.0K | 0.07% | 00.0% | Unchanged |
| Knott David M Jr | 1,600 | $411.0K | 0.19% | +200+14.3% | Added |
| All Season Financial Advisors, Inc. | 1,605 | $412.0K | 0.35% | +59+3.8% | Added |
| Thomas Story & Son LLC | 1,615 | $415.0K | 0.20% | 00.0% | Unchanged |
| Gruss & Co., LLC | 1,620 | $416.0K | 2.90% | −60−3.6% | Reduced |
| Surience Private Wealth LLC | 1,652 | $424.0K | 0.64% | −427−20.5% | Reduced |
| PFG Private Wealth Management, LLC | 1,657 | $426.0K | 0.24% | +21+1.3% | Added |
| Strategic Equity Management | 1,658 | $426.0K | 0.22% | +72+4.5% | Added |
| Clear Investment Research, LLC | 1,663 | $427.0K | 0.94% | +3+0.2% | Added |
| Bridgefront Capital, LLC | 1,663 | $427.0K | 0.47% | +567+51.7% | Added |
| Stephens Investment Management Group LLC | 1,665 | $428.0K | 0.01% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 1,667 | $428.0K | 0.39% | +1,577+1,752.2% | Added |
| PFS Partners, LLC | 1,667 | $428.2K | 0.42% | 00.0% | Unchanged |
| Resolute Partners Group | 1,671 | $429.0K | 0.04% | 00.0% | Unchanged |
| Theory Financial LLC | 1,633 | $429.0K | 0.31% | +148+10.0% | Added |
| RE Dickinson Investment Advisors, LLC | 1,681 | $432.0K | 0.35% | +7+0.4% | Added |
| BlueSky Wealth Advisors, LLC | 1,690 | $434.0K | 0.10% | −70−4.0% | Reduced |
| Provident Wealth Management, LLC | 1,689 | $434.0K | 0.28% | +1+0.1% | Added |
| Peak Financial Advisors LLC | 1,693 | $435.0K | 0.43% | −46−2.6% | Reduced |
| Barry Investment Advisors, LLC | 1,696 | $436.0K | 0.13% | −79−4.5% | Reduced |
| Alamar Capital Management, LLC | 1,700 | $437.0K | 0.49% | −99−5.5% | Reduced |
| Karpus Management, Inc. | 1,700 | $437.0K | 0.01% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 1,700 | $437.0K | 0.22% | +1,700 | New |
| Hoese & Co LLP | 1,720 | $442.0K | 0.50% | −120−6.5% | Reduced |
| Leo H. Evart, Inc. | 1,731 | $445.0K | 0.54% | +1+0.1% | Added |
| Hall Private Wealth Advisors | 1,744 | $448.0K | 0.25% | −48−2.7% | Reduced |
| Penn Davis McFarland Inc | 1,749 | $449.0K | 0.08% | −520−22.9% | Reduced |
| Insight 2811, Inc. | 1,753 | $450.0K | 0.29% | +49+2.9% | Added |
| Vance Wealth, Inc. | 1,754 | $450.0K | 0.35% | +61+3.6% | Added |
| Seaport Global Advisors, LLC | 1,760 | $452.0K | 1.69% | −90−4.9% | Reduced |
| Hartford Funds Management Co LLC | 1,759 | $452.0K | 0.05% | +543+44.7% | Added |
| Shapiro Capital Management LLC | 1,767 | $454.0K | 0.01% | +1+0.1% | Added |
| Compton Financial Group, LLC | 1,774 | $456.0K | 0.21% | +100+6.0% | Added |
| TNF LLC | 1,763 | $459.0K | 0.22% | −843−32.3% | Reduced |
| Reliant Investment Management, LLC | 1,790 | $460.0K | 0.32% | −664−27.1% | Reduced |
| Morton Brown Family Wealth, LLC | 1,790 | $460.0K | 0.36% | +16+0.9% | Added |
| McCarthy Asset Management, Inc. | 1,802 | $463.0K | 0.38% | −21−1.2% | Reduced |
| Trilogy Capital Inc. | 1,803 | $463.0K | 0.04% | +226+14.3% | Added |
| Financial Enhancement Group LLC | 1,808 | $464.0K | 0.10% | −68−3.6% | Reduced |
| Geometric Wealth Advisors | 1,812 | $465.0K | 0.23% | +346+23.6% | Added |
| Tobias Financial Advisors, Inc. | 1,812 | $465.0K | 0.16% | +614+51.3% | Added |
| Forbes Financial Planning, Inc. | 1,809 | $466.0K | 0.67% | −456−20.1% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,816 | $466.0K | 0.00% | +66+3.8% | Added |
| Bell Rock Capital LLC | 1,817 | $467.0K | 0.36% | −11,157−86.0% | Reduced |
| Jentner Corp | 1,817 | $467.0K | 0.35% | 00.0% | Unchanged |
| Merlin Capital LLC | 1,823 | $468.0K | 0.94% | −41−2.2% | Reduced |
| Monolith Advisors | 1,831 | $470.0K | 0.49% | +713+63.8% | Added |
| Laurel Wealth Planning LLC | 1,835 | $471.0K | 0.33% | −88−4.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,834 | $471.0K | 0.26% | +3+0.2% | Added |
| Garrison Asset Management, LLC | 1,842 | $473.0K | 0.32% | −80−4.2% | Reduced |
| ML & R Wealth Management LLC | 1,846 | $474.0K | 0.21% | −61−3.2% | Reduced |
| Blankinship & Foster, LLC | 1,852 | $476.0K | 0.22% | 00.0% | Unchanged |
| Cypress Financial Planning LLC | 1,852 | $476.0K | 0.33% | +1,852 | New |
| AAFCPAs Wealth Management, LLC | 1,857 | $477.0K | 0.36% | −123−6.2% | Reduced |
| Presidio Capital Management, LLC | 1,860 | $478.0K | 0.51% | +125+7.2% | Added |
| Plan Group Financial, LLC | 1,874 | $481.0K | 0.83% | +1,874 | New |
| Sara-Bay Financial | 1,865 | $482.0K | 0.24% | −25−1.3% | Reduced |
| Epiq Partners, LLC | 1,890 | $485.0K | 0.30% | 00.0% | Unchanged |
| Affinia Financial Group, LLC | 1,817 | $486.0K | 0.41% | +9+0.5% | Added |
| Quantedge Capital Pte Ltd | 1,900 | $488.0K | 0.10% | −2,600−57.8% | Reduced |