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; 6,248 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 | 6,248 | $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 |
|---|---|---|---|---|---|
| Saybrook Capital | 2,422 | $622.0K | 0.20% | +43+1.8% | Added |
| Davidson Capital Management Inc. | 2,434 | $625.0K | 0.30% | −2,032−45.5% | Reduced |
| Colton Groome Financial Advisors, LLC | 2,440 | $627.0K | 0.31% | +200+8.9% | Added |
| Kelman-Lazarov, Inc. | 2,445 | $628.0K | 0.21% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 2,450 | $629.0K | 0.93% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 2,451 | $629.0K | 0.84% | +130+5.6% | Added |
| Asset Planning Corporation | 2,453 | $630.0K | 0.55% | +51+2.1% | Added |
| Barometer Capital Management Inc. | 2,050 | $630.6K | 0.26% | −20−1.0% | Reduced |
| Continental Investors Services, Inc. | 2,464 | $633.0K | 1.85% | −44−1.8% | Reduced |
| Archvest Wealth Advisors, Inc. | 2,472 | $635.0K | 0.63% | +222+9.9% | Added |
| Morling Financial Advisors, LLC | 2,475 | $636.0K | 0.83% | +261+11.8% | Added |
| Donald L. Hagan, LLC | 2,481 | $637.0K | 0.41% | −439−15.0% | Reduced |
| James Reed Financial Services, Inc. | 2,487 | $638.0K | 0.88% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,073 | $639.0K | 0.62% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 2,489 | $639.0K | 0.54% | +528+26.9% | Added |
| Arnhold LLC | 2,500 | $642.0K | 0.08% | 00.0% | Unchanged |
| One Day In July LLC | 2,498 | $642.0K | 0.15% | +55+2.3% | Added |
| Retirement Guys Formula LLC | 2,501 | $642.0K | 0.66% | +317+14.5% | Added |
| HFG Advisors, Inc. | 2,503 | $643.0K | 0.87% | +1,312+110.2% | Added |
| Birmingham Capital Management Co Inc | 2,509 | $644.0K | 0.26% | +47+1.9% | Added |
| Resource Consulting Group Inc | 2,511 | $645.0K | 0.28% | −398−13.7% | Reduced |
| V2 Financial group LLC | 2,514 | $645.7K | 0.52% | +20+0.8% | Added |
| Portland Investment Counsel Inc. | 2,514 | $646.0K | 0.33% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 2,517 | $646.0K | 0.78% | +1,275+102.7% | Added |
| Marshall Financial Group Inc | 2,519 | $647.0K | 0.29% | 00.0% | Unchanged |
| Total Investment Management Inc | 2,523 | $648.0K | 0.12% | −276−9.9% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 2,525 | $648.0K | 0.30% | 00.0% | Unchanged |
| Avion Wealth | 2,524 | $648.0K | 0.20% | +110+4.6% | Added |
| Windham Capital Management, LLC | 2,528 | $649.0K | 0.15% | 00.0% | Unchanged |
| Corbett Road Capital Management, LLC | 2,532 | $650.0K | 1.11% | −111−4.2% | Reduced |
| Aufman Associates Inc | 2,532 | $650.0K | 0.62% | +6+0.2% | Added |
| Graham Capital Wealth Management, LLC | 2,533 | $651.0K | 0.57% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 2,533 | $651.0K | 0.37% | +2,533 | New |
| 360 Financial, Inc. | 2,513 | $654.0K | 0.39% | −615−19.7% | Reduced |
| Gouws Capital LLC | 2,546 | $654.0K | 0.62% | −20−0.8% | Reduced |
| West Financial Advisors, LLC | 2,550 | $655.0K | 0.19% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 2,440 | $656.0K | 0.37% | −370−13.2% | Reduced |
| Gibson Capital, LLC | 2,564 | $657.0K | 0.19% | +1,235+92.9% | Added |
| FIDELIS iM, LLC | 2,575 | $661.0K | 0.44% | +4+0.2% | Added |
| Powell Investment Advisors, LLC | 2,579 | $662.0K | 0.40% | +10.0% | Added |
| Disciplined Equity Management, Inc. | 2,580 | $663.0K | 0.60% | +2,580 | New |
| Ogorek Anthony Joseph | 2,588 | $664.0K | 0.31% | −55−2.1% | Reduced |
| Quantamental Technologies LLC | 2,589 | $665.0K | 0.30% | +2,589 | New |
| Holland Advisory Services, Inc. | 2,596 | $667.0K | 0.80% | +5+0.2% | Added |
| Donoghue Forlines LLC | 2,598 | $667.0K | 0.17% | +40+1.6% | Added |
| Sequent Asset Management, LLC | 2,597 | $667.0K | 0.49% | +50+2.0% | Added |
| Glaxis Capital Management, LLC | 2,600 | $668.0K | 10.19% | −5,527−68.0% | Reduced |
| MBE Wealth Management, LLC | 2,614 | $671.0K | 0.47% | 00.0% | Unchanged |
| Capitol Family Office, Inc. | 2,623 | $674.0K | 0.69% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 2,639 | $678.0K | 0.49% | −15,272−85.3% | Reduced |
| FFT Wealth Management LLC | 2,639 | $678.0K | 0.08% | +278+11.8% | Added |
| Planning Center, Inc. | 2,552 | $679.0K | 0.54% | +97+4.0% | Added |
| Alterna Wealth Management, Inc | 2,649 | $680.0K | 0.69% | −518−16.4% | Reduced |
| HC Advisors, LLC | 2,648 | $680.0K | 0.48% | +639+31.8% | Added |
| Warner Financial, Inc | 2,651 | $681.0K | 0.63% | +720+37.3% | Added |
| Fiduciary Planning LLC | 2,655 | $682.0K | 0.34% | −148−5.3% | Reduced |
| Sightline Wealth Advisors, LLC | 2,686 | $686.0K | 0.67% | +2+0.1% | Added |
| Hofer & Associates. Inc | 2,673 | $687.0K | 0.72% | +156+6.2% | Added |
| Brio Consultants, LLC | 2,721 | $688.0K | 0.16% | +1,075+65.3% | Added |
| Virtus ETF Advisers LLC | 2,679 | $688.0K | 0.26% | +2,679 | New |
| Northwest Quadrant Wealth Management, LLC | 2,621 | $689.0K | 0.21% | −6−0.2% | Reduced |
| O'Dell Group, LLC | 2,694 | $692.0K | 0.25% | −2,603−49.1% | Reduced |
| Vantage Consulting Group Inc | 2,693 | $692.0K | 0.39% | +371+16.0% | Added |
| Syntax Advisors, LLC | 2,693 | $692.0K | 0.58% | +371+16.0% | Added |
| Wilkins Investment Counsel Inc | 2,700 | $693.0K | 0.18% | −25−0.9% | Reduced |
| Stegent Equity Advisors, Inc. | 2,707 | $697.0K | 0.90% | −1,157−29.9% | Reduced |
| Charter Research & Investment Group, Inc. | 2,712 | $697.0K | 0.63% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 2,728 | $700.0K | 0.40% | +145+5.6% | Added |
| Wescott Financial Advisory Group, LLC | 2,729 | $701.0K | 0.19% | −13−0.5% | Reduced |
| Atom Investors LP | 2,733 | $702.0K | 0.31% | −414−13.2% | Reduced |
| Collaborative Wealth Managment Inc. | 2,741 | $704.0K | 0.46% | +2,741 | New |
| Eclectic Associates Inc | 2,745 | $705.0K | 0.47% | +8+0.3% | Added |
| Wade Financial Advisory, Inc | 2,750 | $706.0K | 0.33% | +20+0.7% | Added |
| Monograph Wealth Advisors, LLC | 2,758 | $708.0K | 0.21% | −1,193−30.2% | Reduced |
| Client 1st Advisory Group, LLC | 2,756 | $708.0K | 0.42% | +103+3.9% | Added |
| Fure Financial Corp | 2,766 | $710.0K | 0.42% | +2+0.1% | Added |
| Matrix Trust Co | 2,768 | $711.0K | 0.20% | +1,783+181.0% | Added |
| Richwood Investment Advisors, LLC | 2,771 | $712.0K | 0.72% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,777 | $713.0K | 0.14% | −777−21.9% | Reduced |
| Jackson Thornton Asset Management, LLC | 2,777 | $713.0K | 0.20% | +171+6.6% | Added |
| IVC Wealth Advisors LLC | 2,781 | $714.0K | 0.55% | +237+9.3% | Added |
| Teza Capital Management LLC | 2,783 | $715.0K | 0.27% | −14,981−84.3% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,792 | $717.0K | 1.55% | +67+2.5% | Added |
| West Chester Capital Advisors, Inc | 2,798 | $719.0K | 1.69% | −6,439−69.7% | Reduced |
| APCM Wealth Management for Individuals | 2,798 | $719.0K | 0.14% | +808+40.6% | Added |
| Spectrum Wealth Advisory Group, LLC | 2,803 | $720.0K | 0.80% | −27−1.0% | Reduced |
| Next Capital Management LLC | 2,818 | $723.0K | 0.53% | +71+2.6% | Added |
| Integral Investment Advisors, Inc. | 2,818 | $724.0K | 0.62% | −784−21.8% | Reduced |
| Pinnacle Family Advisors, LLC | 2,821 | $724.0K | 0.59% | −68−2.4% | Reduced |
| Lowe Wealth Advisors, LLC | 2,821 | $724.0K | 0.40% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 2,827 | $726.0K | 0.51% | −72−2.5% | Reduced |
| Pachira Investments Inc. | 2,831 | $727.0K | 1.12% | +68+2.5% | Added |
| Wealthstar Advisors, LLC | 2,829 | $727.0K | 0.31% | +171+6.4% | Added |
| Kalos Management, Inc. | 2,834 | $734.0K | 0.99% | −2,622−48.1% | Reduced |
| Peterson Wealth Management | 2,866 | $736.0K | 0.95% | −1,456−33.7% | Reduced |
| Camarda Financial Advisors, LLC | 2,866 | $736.0K | 0.73% | +292+11.3% | Added |
| ODonnell Financial Services, LLC | 2,881 | $739.0K | 0.61% | +3+0.1% | Added |
| Ninepoint Partners LP | 2,876 | $739.0K | 0.11% | +312+12.2% | Added |
| Wick Capital Partners, LLC | 2,884 | $741.0K | 0.52% | −2,133−42.5% | Reduced |
| Lauterbach Financial Advisors, LLC | 2,890 | $742.0K | 0.70% | 00.0% | Unchanged |