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 |
|---|---|---|---|---|---|
| Paragon Wealth Strategies, LLC | 4,874 | $1.25M | 1.41% | −734−13.1% | Reduced |
| Curtis Advisory Group, LLC | 4,875 | $1.25M | 0.50% | −7−0.1% | Reduced |
| Engrave Wealth Partners LLC | 4,892 | $1.26M | 0.56% | −511−9.5% | Reduced |
| Driehaus Capital Management LLC | 4,892 | $1.26M | 0.02% | −65−1.3% | Reduced |
| Northern Capital Management, Inc. | 4,907 | $1.26M | 1.23% | +3+0.1% | Added |
| Armbruster Capital Management, Inc. | 4,914 | $1.26M | 0.34% | +73+1.5% | Added |
| Willis Johnson & Associates, Inc. | 4,920 | $1.26M | 0.18% | +92+1.9% | Added |
| Matrix Private Capital Group LLC | 4,924 | $1.26M | 0.72% | +200+4.2% | Added |
| WJ Wealth Management, LLC | 4,934 | $1.27M | 0.90% | +1,896+62.4% | Added |
| Del-Sette Capital Management, LLC | 4,948 | $1.27M | 1.45% | −3,815−43.5% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,753 | $1.27M | 0.58% | +263+5.9% | Added |
| Arcus Capital Partners, LLC | 4,967 | $1.28M | 0.56% | −6−0.1% | Reduced |
| PAX Financial Group, LLC | 4,976 | $1.28M | 0.32% | −2,200−30.7% | Reduced |
| One Charles Private Wealth Services, LLC | 5,059 | $1.28M | 0.86% | +388+8.3% | Added |
| Boothbay Fund Management, LLC | 4,983 | $1.28M | 0.04% | −14,364−74.2% | Reduced |
| Hardy Reed LLC | 4,994 | $1.28M | 0.27% | −190−3.7% | Reduced |
| Hunt Lane Capital LP | 5,000 | $1.28M | 1.79% | −20,000−80.0% | Reduced |
| Opus Investment Management Inc | 5,000 | $1.28M | 0.28% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 5,000 | $1.28M | 0.64% | 00.0% | Unchanged |
| LifePro Asset Management | 5,023 | $1.29M | 0.67% | −302−5.7% | Reduced |
| Doliver Advisors, LP | 5,021 | $1.29M | 0.46% | +4,226+531.6% | Added |
| Resolute Financial, LLC | 5,030 | $1.29M | 1.12% | −31−0.6% | Reduced |
| KRS Capital Management, LLC | 5,033 | $1.29M | 1.84% | +252+5.3% | Added |
| IFG Advisors, LLC | 5,037 | $1.29M | 0.65% | −105−2.0% | Reduced |
| WFA of San Diego, LLC | 5,047 | $1.30M | 1.11% | −528−9.5% | Reduced |
| FirstPurpose Wealth LLC | 5,048 | $1.30M | 0.87% | +560+12.5% | Added |
| Compass Ion Advisors, LLC | 5,070 | $1.30M | 0.38% | −6−0.1% | Reduced |
| Columbia Advisory Partners LLC | 5,083 | $1.30M | 1.49% | +247+5.1% | Added |
| Stewart Asset Management, LLC | 5,089 | $1.31M | 1.04% | −3,745−42.4% | Reduced |
| EWG Elevate Inc. | 5,089 | $1.31M | 0.64% | +53+1.1% | Added |
| Crumly & Associates Inc. | 5,126 | $1.32M | 0.55% | −1,137−18.2% | Reduced |
| Seldon Capital LP | 5,126 | $1.32M | 0.76% | 00.0% | Unchanged |
| United Community Bank | 5,133 | $1.32M | 1.42% | +339+7.1% | Added |
| MUFG Securities EMEA plc | 5,143 | $1.32M | 0.03% | −388,618−98.7% | Reduced |
| Lionsbridge Wealth Management LLC | 5,159 | $1.32M | 1.53% | −294−5.4% | Reduced |
| VELA Investment Management, LLC | 5,162 | $1.33M | 0.76% | +10.0% | Added |
| Parkside Investments, LLC | 5,177 | $1.33M | 0.28% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 5,176 | $1.33M | 0.63% | +53+1.0% | Added |
| Retirement Planning Group | 5,177 | $1.33M | 0.16% | +315+6.5% | Added |
| Hussman Strategic Advisors, Inc. | 5,180 | $1.33M | 0.23% | +5,025+3,241.9% | Added |
| Silverleafe Capital Partners, LLC | 5,191 | $1.33M | 0.80% | +216+4.3% | Added |
| Pensionmark Financial Group, LLC | 4,722 | $1.33M | 0.28% | −11−0.2% | Reduced |
| Taconic Capital Advisors LP | 5,200 | $1.34M | 0.04% | +700+15.6% | Added |
| Vista Investment Management | 5,209 | $1.34M | 0.81% | −14−0.3% | Reduced |
| Dixon Fnancial Services, Inc. | 5,215 | $1.34M | 0.98% | −12−0.2% | Reduced |
| BMS Financial Advisors, LLC | 5,215 | $1.34M | 0.88% | +122+2.4% | Added |
| Tolleson Wealth Management, Inc. | 5,218 | $1.34M | 0.38% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 5,168 | $1.34M | 2.90% | +5,168 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 5,326 | $1.35M | 1.11% | +944+21.5% | Added |
| Beaird Harris Wealth Management, LLC | 5,243 | $1.35M | 0.37% | +1,062+25.4% | Added |
| Shulman DeMeo Asset Management LLC | 5,249 | $1.35M | 0.45% | +29+0.6% | Added |
| Joseph Group Capital Management | 5,264 | $1.35M | 1.35% | +449+9.3% | Added |
| Ullmann Financial Group, Inc. | 5,281 | $1.36M | 0.37% | +416+8.6% | Added |
| TAP Consulting, LLC | 5,283 | $1.36M | 0.38% | −742−12.3% | Reduced |
| Aurora Private Wealth, Inc. | 5,285 | $1.36M | 0.61% | −226−4.1% | Reduced |
| Tevis Investment Management | 5,284 | $1.36M | 1.30% | +704+15.4% | Added |
| CarsonAllaria Wealth Management, Ltd. | 5,292 | $1.36M | 1.27% | +7+0.1% | Added |
| Verus Financial Partners, Inc. | 5,142 | $1.36M | 0.20% | −295−5.4% | Reduced |
| Northwest Wealth Management, LLC | 5,319 | $1.37M | 0.59% | +783+17.3% | Added |
| Prostatis Group LLC | 5,345 | $1.37M | 2.14% | −5,010−48.4% | Reduced |
| Berkeley, Inc | 5,347 | $1.37M | 1.10% | −7−0.1% | Reduced |
| North Point Portfolio Managers Corp | 5,353 | $1.38M | 0.24% | +618+13.1% | Added |
| Eos Focused Equity Management, L.P. | 5,359 | $1.38M | 1.39% | 00.0% | Unchanged |
| Cordasco Financial Network | 5,364 | $1.38M | 1.00% | +75+1.4% | Added |
| Eagle Harbor Asset Management Inc | 5,372 | $1.38M | 2.13% | +451+9.2% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 5,400 | $1.39M | 0.49% | 00.0% | Unchanged |
| Operose Advisors LLC | 5,403 | $1.39M | 0.98% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 5,410 | $1.39M | 0.18% | 00.0% | Unchanged |
| West Wealth Group, LLC | 5,413 | $1.39M | 0.64% | +2,261+71.7% | Added |
| Empirical Asset Management, LLC | 5,415 | $1.39M | 1.47% | −813−13.1% | Reduced |
| McGowan Group Asset Management, Inc. | 5,422 | $1.39M | 0.23% | −339−5.9% | Reduced |
| Sadoff Investment Management LLC | 5,485 | $1.41M | 0.11% | −549−9.1% | Reduced |
| Select Asset Management & Trust | 5,485 | $1.41M | 1.52% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 5,491 | $1.41M | 0.10% | −4,058−42.5% | Reduced |
| Western Financial Corporation | 5,498 | $1.41M | 1.00% | −176−3.1% | Reduced |
| Paloma Partners Management Co | 5,501 | $1.41M | 0.14% | +344+6.7% | Added |
| CSS LLC | 5,500 | $1.41M | 0.07% | +5,500 | New |
| Intelligent Financial Strategies | 5,506 | $1.41M | 1.44% | −737−11.8% | Reduced |
| White Lighthouse Investment Management Inc. | 5,512 | $1.42M | 0.41% | −52−0.9% | Reduced |
| Interchange Capital Partners, LLC | 5,514 | $1.42M | 1.59% | +2,389+76.4% | Added |
| Orgel Wealth Management, LLC | 5,516 | $1.42M | 0.08% | −95−1.7% | Reduced |
| Mason & Associates Inc | 5,521 | $1.42M | 0.50% | −25−0.5% | Reduced |
| Twelve Points Wealth Management LLC | 5,526 | $1.42M | 1.09% | −11−0.2% | Reduced |
| Jeereddi Investments, LP | 5,528 | $1.42M | 5.23% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 5,536 | $1.42M | 0.54% | −999−15.3% | Reduced |
| Tillar-Wenstrup Advisors, LLC | 5,579 | $1.43M | 0.72% | +47+0.8% | Added |
| Crestone Asset Management LLC | 5,618 | $1.44M | 0.34% | −595−9.6% | Reduced |
| Atwood & Palmer Inc | 5,625 | $1.45M | 0.14% | −1,009−15.2% | Reduced |
| Copperwynd Financial, LLC | 5,643 | $1.45M | 0.85% | −234−4.0% | Reduced |
| 4J Wealth Management LLC | 5,645 | $1.45M | 1.82% | +208+3.8% | Added |
| Raleigh Capital Management Inc. | 5,639 | $1.45M | 0.83% | +917+19.4% | Added |
| Accel Wealth Management | 5,666 | $1.46M | 0.84% | +616+12.2% | Added |
| Blue Bell Private Wealth Management, LLC | 5,669 | $1.46M | 0.49% | +153+2.8% | Added |
| Legacy Wealth Planning, LLC | 5,680 | $1.46M | 2.09% | −1,316−18.8% | Reduced |
| Pinnbrook Capital Management LP | 5,684 | $1.46M | 1.88% | −16,895−74.8% | Reduced |
| Kaydan Wealth Management, Inc. | 5,685 | $1.46M | 0.81% | +117+2.1% | Added |
| Core Wealth Advisors, Inc. | 5,701 | $1.46M | 0.90% | +2,286+66.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 5,717 | $1.47M | 0.01% | −18,604−76.5% | Reduced |
| Aldebaran Financial Inc. | 5,732 | $1.47M | 1.62% | −1,548−21.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 5,717 | $1.47M | 1.07% | +646+12.7% | Added |