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 |
|---|---|---|---|---|---|
| Adamsbrown Wealth Consultants LLC | 4,057 | $1.04M | 0.82% | +103+2.6% | Added |
| Soditic Asset Management LLP | 4,065 | $1.04M | 0.80% | 00.0% | Unchanged |
| S. Muoio & Co. LLC | 4,077 | $1.05M | 1.49% | −300−6.9% | Reduced |
| Lion Street Advisors, LLC | 3,154 | $1.05M | 0.55% | +465+17.3% | Added |
| Oakwell Private Wealth Management, LLC | 4,087 | $1.05M | 0.60% | +398+10.8% | Added |
| CJM Wealth Advisers, Ltd. | 4,091 | $1.05M | 0.73% | +4+0.1% | Added |
| Sageworth Trust Co | 4,106 | $1.05M | 0.09% | +1,546+60.4% | Added |
| Spectrum Planning & Advisory Services Inc. | 4,110 | $1.06M | 1.10% | +10.0% | Added |
| TD Ameritrade Investment Management, LLC | 4,117 | $1.06M | 0.01% | −1,394−25.3% | Reduced |
| Santori & Peters | 4,116 | $1.06M | 0.68% | +10.0% | Added |
| Bridge Advisory, LLC | 4,178 | $1.06M | 0.51% | +53+1.3% | Added |
| Droms Strauss Advisors Inc | 4,121 | $1.06M | 0.53% | −442−9.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 4,174 | $1.07M | 0.75% | +53+1.3% | Added |
| Red Tortoise LLC | 4,176 | $1.07M | 0.91% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 4,180 | $1.07M | 0.24% | +344+9.0% | Added |
| MQS Management LLC | 4,191 | $1.08M | 0.74% | +1,237+41.9% | Added |
| Fountainhead AM, LLC | 4,196 | $1.08M | 0.58% | +41+1.0% | Added |
| Lebenthal Global Advisors, LLC | 4,200 | $1.08M | 0.52% | +1,327+46.2% | Added |
| Security Financial Services, INC. | 4,201 | $1.08M | 0.34% | −54−1.3% | Reduced |
| Pitti Group Wealth Management, LLC | 4,210 | $1.08M | 1.48% | −242−5.4% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 4,219 | $1.08M | 4.66% | −1,194−22.1% | Reduced |
| TLWM | 4,242 | $1.08M | 0.42% | −62−1.4% | Reduced |
| Coury Firm Asset Management LLC | 4,226 | $1.08M | 1.44% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 4,225 | $1.08M | 0.66% | −13−0.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4,224 | $1.08M | 0.63% | +515+13.9% | Added |
| Bramshill Investments, LLC | 4,235 | $1.09M | 0.13% | −157−3.6% | Reduced |
| Odey Holdings Ltd | 4,236 | $1.09M | 59.78% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4,257 | $1.09M | 1.51% | −2,692−38.7% | Reduced |
| Independent Family Office, LLC | 4,254 | $1.09M | 1.00% | +314+8.0% | Added |
| WMG Financial Advisors, LLC | 4,251 | $1.09M | 0.95% | +487+12.9% | Added |
| Holistic Financial Partners | 4,289 | $1.10M | 1.04% | −51−1.2% | Reduced |
| Tacita Capital Inc | 4,296 | $1.10M | 0.76% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 4,295 | $1.10M | 1.29% | +12+0.3% | Added |
| TriaGen Wealth Management LLC | 4,308 | $1.11M | 0.79% | −478−10.0% | Reduced |
| Wealth Management Solutions, LLC | 4,308 | $1.11M | 0.62% | −88−2.0% | Reduced |
| Riversedge Advisors, LLC | 4,315 | $1.11M | 0.41% | +914+26.9% | Added |
| Banco BTG Pactual S.A. | 4,333 | $1.11M | 0.72% | −1,327−23.4% | Reduced |
| Pin Oak Investment Advisors Inc | 4,337 | $1.11M | 1.36% | −361−7.7% | Reduced |
| Silicon Hills Wealth Management, LLC | 4,336 | $1.11M | 0.82% | +899+26.2% | Added |
| Barber Financial Group, Inc. | 4,341 | $1.11M | 0.18% | −447−9.3% | Reduced |
| Capital Square, LLC | 4,341 | $1.11M | 0.93% | +77+1.8% | Added |
| Riverwater Partners LLC | 4,347 | $1.12M | 1.12% | +3,342+332.5% | Added |
| Alliance Wealth Management Group | 4,380 | $1.13M | 0.42% | +10+0.2% | Added |
| Applied Research Investments, LLC | 4,391 | $1.13M | 4.99% | −1,046−19.2% | Reduced |
| Worth Asset Management, LLC | 4,392 | $1.13M | 0.77% | +2,109+92.4% | Added |
| Hill Island Financial LLC | 4,402 | $1.13M | 0.50% | +451+11.4% | Added |
| Angeles Investment Advisors, LLC | 4,410 | $1.13M | 0.10% | −340−7.2% | Reduced |
| Dougherty Wealth Advisers LLC | 4,412 | $1.13M | 2.11% | 00.0% | Unchanged |
| Grand Central Investment Group | 4,417 | $1.13M | 1.63% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 4,419 | $1.14M | 0.87% | +605+15.9% | Added |
| Emfo, LLC | 4,434 | $1.14M | 1.16% | +705+18.9% | Added |
| Legacy Financial Strategies, LLC | 4,442 | $1.14M | 0.56% | +174+4.1% | Added |
| Covestor Ltd | 4,456 | $1.14M | 0.94% | −717−13.9% | Reduced |
| Lansing Street Advisors | 4,455 | $1.14M | 0.89% | −27−0.6% | Reduced |
| BCGM Wealth Management, LLC | 4,091 | $1.15M | 0.58% | −74−1.8% | Reduced |
| Financial Management Professionals, Inc. | 4,483 | $1.15M | 0.28% | +904+25.3% | Added |
| Arlington Financial Advisors, LLC | 4,491 | $1.15M | 0.52% | +45+1.0% | Added |
| Cherrydale Wealth Management, LLC | 4,502 | $1.16M | 1.06% | −1,097−19.6% | Reduced |
| Wealthstream Advisors, Inc. | 4,501 | $1.16M | 1.17% | −585−11.5% | Reduced |
| Asset Allocation & Management Company, LLC | 4,500 | $1.16M | 0.48% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 4,523 | $1.16M | 0.65% | +1,244+37.9% | Added |
| JGP Global Gestao de Recursos Ltda. | 4,500 | $1.16M | 0.88% | +3,500+350.0% | Added |
| Vericrest Private Wealth | 4,504 | $1.16M | 1.42% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 4,506 | $1.16M | 0.82% | +4,506 | New |
| Riverpoint Wealth Management Holdings, LLC | 4,530 | $1.16M | 0.47% | +8+0.2% | Added |
| Foresight Capital Management Advisors, Inc. | 4,531 | $1.16M | 1.78% | −3,526−43.8% | Reduced |
| FSB Premier Wealth Management, Inc. | 4,537 | $1.17M | 0.65% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4,538 | $1.17M | 0.95% | −701−13.4% | Reduced |
| Braun-Bostich & Associates Inc. | 4,549 | $1.17M | 3.03% | +545+13.6% | Added |
| New York Life Investments Alternatives | 4,552 | $1.17M | 1.07% | −805−15.0% | Reduced |
| Redwood Financial Network Corp | 4,554 | $1.17M | 1.28% | +333+7.9% | Added |
| Capasso Planning Partners LLC | 4,593 | $1.18M | 0.84% | +285+6.6% | Added |
| Private Wealth Strategies, L.L.C. | 4,589 | $1.18M | 0.33% | +1,870+68.8% | Added |
| Peterson Wealth Advisors, LLC | 4,622 | $1.19M | 0.39% | −11−0.2% | Reduced |
| Meridian Wealth Partners, LLC | 4,627 | $1.19M | 0.28% | +40+0.9% | Added |
| Helen Stephens Group, LLC | 4,643 | $1.19M | 0.85% | +10+0.2% | Added |
| Conrad Siegel Investment Advisors, Inc. | 4,648 | $1.19M | 1.30% | −10−0.2% | Reduced |
| First Affirmative Financial Network | 4,661 | $1.20M | 1.36% | −421−8.3% | Reduced |
| Brown University | 4,678 | $1.20M | 0.36% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 4,688 | $1.20M | 0.79% | +80+1.7% | Added |
| Alken Asset Management Ltd. | 4,693 | $1.21M | 6.27% | 00.0% | Unchanged |
| Brickley Wealth Management | 4,697 | $1.21M | 0.37% | +476+11.3% | Added |
| Fingerlakes Wealth Management, Inc. | 4,710 | $1.21M | 1.66% | +13+0.3% | Added |
| Bayshore Asset Management, LLC | 4,716 | $1.21M | 0.88% | 00.0% | Unchanged |
| Karani Asset Management LLC | 4,730 | $1.22M | 1.12% | +1,256+36.2% | Added |
| CFS Investment Advisory Services, LLC | 4,733 | $1.22M | 0.19% | −1,222,041−99.6% | Reduced |
| Planning Alternatives Ltd | 4,738 | $1.22M | 0.23% | −15−0.3% | Reduced |
| Fca Corp | 4,752 | $1.22M | 0.48% | +202+4.4% | Added |
| Greenspring Advisors, LLC | 4,751 | $1.22M | 0.36% | −95−2.0% | Reduced |
| Retirement Group, LLC | 4,766 | $1.22M | 0.51% | +159+3.5% | Added |
| Clarus Wealth Advisors | 4,617 | $1.22M | 0.86% | +654+16.5% | Added |
| Swarthmore Group Inc | 4,784 | $1.23M | 0.49% | −42,768−89.9% | Reduced |
| Axiom Financial Strategies, LLC | 4,786 | $1.23M | 0.65% | −12−0.3% | Reduced |
| Brand Asset Management Group, Inc. | 4,792 | $1.23M | 0.63% | +174+3.8% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 4,632 | $1.23M | 1.31% | −475−9.3% | Reduced |
| Ascendant Capital Management, LLC | 4,800 | $1.23M | 3.70% | +4,800 | New |
| Atlas Private Wealth Management | 4,829 | $1.24M | 0.85% | +151+3.2% | Added |
| Kingsbury Capital Investment Advisors LLC | 4,831 | $1.24M | 1.71% | +228+5.0% | Added |
| St. James Investment Advisors, LLC | 4,841 | $1.24M | 2.51% | −7,431−60.6% | Reduced |
| Reston Wealth Management LLC | 4,841 | $1.24M | 0.69% | +47+1.0% | Added |