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 |
|---|---|---|---|---|---|
| Austin Asset Management Co Inc | 2,887 | $742.0K | 0.26% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 2,895 | $743.0K | 0.76% | 00.0% | Unchanged |
| Orin Green Financial, LLC | 2,788 | $743.0K | 0.46% | 00.0% | Unchanged |
| MAS Advisors LLC | 2,893 | $743.0K | 0.67% | +228+8.6% | Added |
| MBM Wealth Consultants, LLC | 2,913 | $748.0K | 0.37% | −928−24.2% | Reduced |
| McMorgan & Co LLC | 2,918 | $749.0K | 0.17% | +10+0.3% | Added |
| Sutton Place Investors LLC | 2,916 | $749.0K | 1.09% | −71−2.4% | Reduced |
| Hanlon Investment Management, Inc. | 2,921 | $750.0K | 0.18% | −34−1.2% | Reduced |
| Intrepid Financial Planning Group LLC | 2,922 | $750.0K | 0.41% | +2,922 | New |
| jvl associates llc | 2,928 | $752.0K | 0.52% | +331+12.7% | Added |
| Intelligence Driven Advisers, LLC | 2,829 | $753.0K | 0.15% | −70−2.4% | Reduced |
| ESL Trust Services, LLC | 2,933 | $753.0K | 0.26% | +206+7.6% | Added |
| Cook Wealth Management Group LLC | 2,687 | $753.0K | 0.77% | +48+1.8% | Added |
| Marquette Asset Management, LLC | 2,935 | $754.0K | 0.21% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 2,943 | $756.0K | 0.47% | −27−0.9% | Reduced |
| Motive Wealth Advisors | 2,942 | $756.0K | 0.60% | +287+10.8% | Added |
| Cowa, LLC | 2,947 | $757.0K | 0.44% | −38−1.3% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 2,949 | $757.0K | 0.69% | +5+0.2% | Added |
| Life Planning Partners, Inc | 2,967 | $762.0K | 0.86% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 2,970 | $763.0K | 1.25% | −1,069−26.5% | Reduced |
| Dentgroup LLC | 2,978 | $765.0K | 0.85% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 2,731 | $767.0K | 0.31% | −12−0.4% | Reduced |
| HBK Investments L P | 2,990 | $768.0K | 0.02% | +2,990 | New |
| Fort, L.P. | 2,994 | $769.0K | 0.52% | −1,853−38.2% | Reduced |
| Caerus Investment Advisors, LLC | 2,996 | $769.0K | 0.93% | +578+23.9% | Added |
| CMT Capital Markets Trading GmbH | 3,000 | $770.0K | 0.46% | −42,250−93.4% | Reduced |
| Financial Planning & Information Services, Inc. | 2,996 | $770.0K | 0.19% | −11−0.4% | Reduced |
| P.A.W. Capital Corp | 3,000 | $770.0K | 1.12% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 3,006 | $772.0K | 1.21% | +33+1.1% | Added |
| FSC Wealth Advisors, LLC | 3,006 | $772.0K | 6.84% | +325+12.1% | Added |
| Lloyd Advisory Services, LLC. | 3,014 | $774.0K | 0.60% | +382+14.5% | Added |
| Krane Funds Advisors LLC | 3,034 | $779.0K | 0.03% | −2,644−46.6% | Reduced |
| Seneca Financial Advisors LLC | 3,034 | $779.3K | 0.52% | −3−0.1% | Reduced |
| Disciplined Growth Investors Inc | 3,037 | $780.0K | 0.02% | −659−17.8% | Reduced |
| EdgeRock Capital LLC | 3,038 | $780.0K | 0.53% | +3,038 | New |
| Lee Financial Group Hawaii, Inc. | 3,055 | $785.0K | 0.77% | −8−0.3% | Reduced |
| Oberweis Asset Management Inc | 3,055 | $785.0K | 0.20% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 3,061 | $786.0K | 2.26% | −995−24.5% | Reduced |
| Morgan Jess S & Co Inc | 3,062 | $786.0K | 0.81% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 3,063 | $786.8K | 0.41% | −29−0.9% | Reduced |
| Willow Creek Wealth Management Inc. | 3,068 | $788.0K | 0.15% | +286+10.3% | Added |
| Winton Group Ltd | 3,071 | $789.0K | 0.04% | +3,071 | New |
| G2 Capital Management, LLC | 3,079 | $791.0K | 0.37% | +216+7.5% | Added |
| Hunter Perkins Capital Management, LLC | 3,090 | $794.0K | 0.18% | −200−6.1% | Reduced |
| Insight Folios Inc | 3,090 | $794.0K | 0.38% | +979+46.4% | Added |
| January Capital Advisors LLC | 3,097 | $795.0K | 0.71% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,104 | $797.0K | 0.27% | −128−4.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,108 | $798.0K | 0.17% | +102+3.4% | Added |
| Long Road Investment Counsel, LLC | 3,117 | $801.0K | 0.41% | −200−6.0% | Reduced |
| Ambassador Advisors, LLC | 3,118 | $801.0K | 0.18% | +204+7.0% | Added |
| Planning Directions Inc | 3,121 | $802.0K | 0.61% | +5+0.2% | Added |
| RGT Wealth Advisors, LLC | 3,127 | $803.0K | 0.13% | −212−6.3% | Reduced |
| Saiph Capital, LLC | 3,127 | $803.1K | 0.62% | −73−2.3% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 3,138 | $806.0K | 0.00% | +613+24.3% | Added |
| Investmark Advisory Group LLC | 3,145 | $807.0K | 0.80% | +1,191+61.0% | Added |
| Proquility Private Wealth Partners, LLC | 3,155 | $810.0K | 0.35% | +45+1.4% | Added |
| Newman & Schimel, LLC | 3,159 | $811.0K | 0.39% | −196−5.8% | Reduced |
| Harrison & Co Wealth Management, LLC | 3,165 | $813.0K | 0.77% | +92+3.0% | Added |
| Archetype Wealth Partners | 3,164 | $813.0K | 0.23% | +1,515+91.9% | Added |
| Ameraudi Asset Management, Inc. | 3,180 | $817.0K | 0.34% | +2,000+169.5% | Added |
| Cranbrook Wealth Management, LLC | 3,184 | $818.0K | 0.20% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 3,191 | $820.0K | 0.40% | −76−2.3% | Reduced |
| Ferguson Shapiro LLC | 3,192 | $820.0K | 0.51% | +339+11.9% | Added |
| Annapolis Financial Services, LLC | 3,196 | $821.0K | 0.30% | +106+3.4% | Added |
| Syquant Capital SAS | 3,200 | $822.0K | 0.92% | −100−3.0% | Reduced |
| NSI Retail Advisors, LLC | 3,202 | $822.0K | 0.19% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 3,200 | $822.0K | 0.17% | +1,500+88.2% | Added |
| Aspire Wealth Management Corp | 3,209 | $824.0K | 0.76% | +66+2.1% | Added |
| McNaughton Wealth Management, LLC | 3,221 | $827.0K | 0.58% | +774+31.6% | Added |
| Lockerman Financial Group, Inc. | 3,224 | $828.0K | 2.65% | +23+0.7% | Added |
| Boothe Investment Group, Inc. | 3,195 | $829.0K | 0.70% | +154+5.1% | Added |
| WR Wealth Planners, LLC | 3,235 | $830.8K | 0.55% | +39+1.2% | Added |
| Von Berge Wealth Management Group, LLC | 3,289 | $831.0K | 0.86% | +89+2.8% | Added |
| Blossom Wealth Management | 3,246 | $834.0K | 4.22% | +600+22.7% | Added |
| Thrive Capital Management, LLC | 3,249 | $835.0K | 0.58% | −740−18.6% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 3,251 | $835.0K | 0.61% | +97+3.1% | Added |
| Fenimore Asset Management Inc | 3,261 | $838.0K | 0.02% | +25+0.8% | Added |
| EMC Capital Management | 3,159 | $838.0K | 0.72% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 3,278 | $842.0K | 0.38% | −88−2.6% | Reduced |
| Cedar Mountain Advisors, LLC | 3,283 | $843.0K | 0.29% | +784+31.4% | Added |
| Omega Financial Group, LLC | 3,292 | $846.0K | 0.41% | +596+22.1% | Added |
| Shelton Wealth Management, LLC | 3,300 | $848.0K | 0.72% | +12+0.4% | Added |
| Ategra Capital Management, LLC | 3,317 | $851.9K | 0.45% | 00.0% | Unchanged |
| Palladiem, LLC | 3,318 | $852.0K | 0.85% | −790−19.2% | Reduced |
| Guidance Point Advisors, LLC | 3,325 | $854.0K | 0.37% | +2+0.1% | Added |
| Ironsides Asset Advisors, LLC | 3,350 | $860.0K | 0.33% | −820−19.7% | Reduced |
| Sentinel Pension Advisors Inc | 3,351 | $861.0K | 0.29% | +149+4.7% | Added |
| Nikko Asset Management Americas, Inc. | 3,369 | $862.0K | 0.01% | +898+36.3% | Added |
| RTD Financial Advisors, Inc. | 3,362 | $863.0K | 0.13% | −63−1.8% | Reduced |
| Strategic Financial Partners, Ltd. | 3,361 | $863.0K | 0.50% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 3,370 | $865.0K | 0.60% | +2,656+372.0% | Added |
| LGL Partners, LLC | 3,372 | $866.0K | 0.14% | −120−3.4% | Reduced |
| Sym Financial Corp | 3,373 | $866.0K | 0.41% | −97−2.8% | Reduced |
| Paulson Wealth Management Inc. | 3,377 | $867.0K | 0.46% | −329−8.9% | Reduced |
| River & Mercantile Investments Ltd | 3,379 | $868.0K | 0.25% | −1,933−36.4% | Reduced |
| Welch Capital Partners LLC | 3,380 | $868.0K | 0.27% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 3,388 | $870.0K | 0.93% | −250−6.9% | Reduced |
| Chiron Capital Management, LLC | 3,390 | $871.0K | 0.55% | +627+22.7% | Added |
| Towerpoint Wealth, LLC | 3,395 | $872.0K | 0.52% | −470−12.2% | Reduced |
| Integrity Advisory, LLC | 3,400 | $873.0K | 0.85% | +134+4.1% | Added |