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 |
|---|---|---|---|---|---|
| LMR Partners LLP | 166,753 | $42.8M | 0.91% | +166,753 | New |
| Cookson Peirce & Co Inc | 166,530 | $42.8M | 2.94% | −52,875−24.1% | Reduced |
| Dowling & Yahnke LLC | 166,503 | $42.8M | 2.01% | +3,401+2.1% | Added |
| CSM Advisors, LLC | 166,437 | $42.7M | 3.96% | +2,735+1.7% | Added |
| BLB&B Advisors, LLC | 166,314 | $42.7M | 3.38% | +331+0.2% | Added |
| Beacon Investment Advisory Services, Inc. | 166,201 | $42.7M | 2.23% | −26,228−13.6% | Reduced |
| Burney Co | 164,931 | $42.4M | 2.23% | +3,702+2.3% | Added |
| Brewin Dolphin Wealth Management Ltd | 164,837 | $42.3M | 4.62% | −2,274−1.4% | Reduced |
| Baker Avenue Asset Management, LP | 164,046 | $42.1M | 2.84% | +26,630+19.4% | Added |
| Bragg Financial Advisors, Inc | 163,344 | $42.0M | 2.79% | +2,859+1.8% | Added |
| Mutual Advisors, LLC | 163,270 | $41.9M | 2.78% | +525+0.3% | Added |
| Narwhal Capital Management | 163,035 | $41.9M | 5.74% | −1,529−0.9% | Reduced |
| Meridian Wealth Management, LLC | 162,731 | $41.8M | 3.42% | +55,572+51.9% | Added |
| Grassi Investment Management | 162,510 | $41.7M | 5.55% | −1,683−1.0% | Reduced |
| Prospera Financial Services Inc | 162,023 | $41.7M | 2.12% | +3,732+2.4% | Added |
| Lowe Brockenbrough & Co Inc | 162,000 | $41.6M | 3.64% | −3,918−2.4% | Reduced |
| Matrix Asset Advisors Inc | 161,046 | $41.4M | 6.35% | −50.0% | Reduced |
| Leonteq Securities AG | 161,026 | $41.4M | 1.96% | −50,894−24.0% | Reduced |
| Zimmer Partners, LP | 161,000 | $41.4M | 0.88% | +83,700+108.3% | Added |
| Cornerstone Capital, Inc. | 159,938 | $41.1M | 5.26% | −1,329−0.8% | Reduced |
| Integrated Wealth Concepts LLC | 159,590 | $41.0M | 1.28% | +3,893+2.5% | Added |
| Matthew Goff Investment Advisor, LLC | 159,257 | $40.9M | 11.01% | −3,172−2.0% | Reduced |
| Untitled Investments LP | 158,572 | $40.7M | 10.09% | +16,756+11.8% | Added |
| Nicholas Hoffman & Company, LLC. | 158,392 | $40.7M | 1.90% | +789+0.5% | Added |
| Congress Wealth Management LLC | 158,259 | $40.6M | 1.04% | −3,573−2.2% | Reduced |
| Grimes & Company, Inc. | 157,795 | $40.5M | 2.04% | +2,843+1.8% | Added |
| Palisade Asset Management, LLC | 157,794 | $40.5M | 5.21% | +1,472+0.9% | Added |
| Te Ahumairangi Investment Management Ltd | 157,736 | $40.5M | 6.11% | +16,059+11.3% | Added |
| Clearstead Advisors, LLC | 157,685 | $40.5M | 3.16% | +3,171+2.1% | Added |
| Desjardins Global Asset Management Inc. | 157,580 | $40.5M | 5.31% | −151,548−49.0% | Reduced |
| Manitou Investment Management Ltd. | 157,169 | $40.4M | 7.54% | −470−0.3% | Reduced |
| Colonial Trust Advisors | 156,915 | $40.3M | 5.67% | −353−0.2% | Reduced |
| Alyeska Investment Group, L.P. | 156,869 | $40.3M | 0.46% | −258,638−62.2% | Reduced |
| Boston Common Asset Management, LLC | 156,727 | $40.3M | 2.01% | +576+0.4% | Added |
| Buckingham Strategic Wealth, LLC | 156,627 | $40.2M | 0.79% | +6,180+4.1% | Added |
| Boston Family Office LLC | 156,571 | $40.2M | 3.36% | +3,603+2.4% | Added |
| Heritage Wealth Advisors | 155,847 | $40.0M | 2.78% | +17,839+12.9% | Added |
| Equitable Trust Co | 155,387 | $39.9M | 2.97% | +20,110+14.9% | Added |
| Signature Estate & Investment Advisors LLC | 155,159 | $39.9M | 2.01% | +9,353+6.4% | Added |
| Picton Mahoney Asset Management | 154,954 | $39.8M | 1.67% | −21,261−12.1% | Reduced |
| Vigilant Capital Management, LLC | 154,823 | $39.8M | 3.43% | −489−0.3% | Reduced |
| HRT Financial LP | 154,697 | $39.7M | 0.44% | +8,478+5.8% | Added |
| Eagle Ridge Investment Management | 154,648 | $39.7M | 4.78% | +753+0.5% | Added |
| Montag A & Associates Inc | 153,661 | $39.5M | 2.55% | −5,975−3.7% | Reduced |
| Robeco Schweiz AG | 152,897 | $39.3M | 0.70% | −1,412−0.9% | Reduced |
| Levin Capital Strategies, L.P. | 152,708 | $39.2M | 4.73% | −5,030−3.2% | Reduced |
| Adell Harriman & Carpenter Inc | 152,627 | $39.2M | 4.81% | +420.0% | Added |
| Forbes J M & Co LLP | 152,285 | $39.1M | 5.76% | −218−0.1% | Reduced |
| SCS Capital Management LLC | 151,661 | $39.0M | 1.08% | +11,095+7.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 144,639 | $38.7M | 0.54% | +10,524+7.8% | Added |
| Northeast Financial Consultants Inc | 150,546 | $38.7M | 2.70% | −273−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 181,039 | $38.6M | 2.43% | −9,288−4.9% | Reduced |
| Rheos Capital Works Inc. | 150,400 | $38.6M | 2.90% | −220,000−59.4% | Reduced |
| FRG Family Wealth Advisors LLC | 150,344 | $38.6M | 8.92% | +295+0.2% | Added |
| Bornite Capital Management LP | 150,000 | $38.5M | 12.65% | +90,000+150.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 149,922 | $38.5M | 0.86% | −258,382−63.3% | Reduced |
| Burns J W & Co Inc | 149,817 | $38.5M | 7.28% | −1,690−1.1% | Reduced |
| Allworth Financial LP | 149,720 | $38.5M | 0.53% | +2,335+1.6% | Added |
| North Star Asset Management Inc | 149,382 | $38.4M | 2.53% | −213−0.1% | Reduced |
| Parallel Advisors, LLC | 149,372 | $38.4M | 1.76% | −522−0.3% | Reduced |
| SeaTown Holdings Pte. Ltd. | 149,299 | $38.3M | 8.31% | −85,000−36.3% | Reduced |
| Ledyard National Bank | 149,248 | $38.3M | 4.63% | −762−0.5% | Reduced |
| Tandem Investment Advisors, Inc. | 148,303 | $38.1M | 2.24% | +6,099+4.3% | Added |
| Pictet North America Advisors SA | 148,257 | $38.1M | 5.04% | −4,744−3.1% | Reduced |
| Beaumont Financial Partners, LLC | 147,475 | $37.9M | 3.40% | −1,303−0.9% | Reduced |
| Coerente Capital Management | 147,441 | $37.9M | 8.46% | +773+0.5% | Added |
| CTC LLC | 147,120 | $37.8M | 2.14% | −1,469,539−90.9% | Reduced |
| Merriman Wealth Management, LLC | 147,117 | $37.8M | 2.66% | −18,162−11.0% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 148,266 | $37.8M | 2.97% | −21,275−12.5% | Reduced |
| Moneta Group Investment Advisors LLC | 146,568 | $37.6M | 1.29% | +48,589+49.6% | Added |
| Hosking Partners LLP | 146,555 | $37.6M | 1.49% | −27,956−16.0% | Reduced |
| MainStreet Investment Advisors LLC | 146,167 | $37.5M | 4.31% | −5,908−3.9% | Reduced |
| Pacer Advisors, Inc. | 146,151 | $37.5M | 0.28% | −240,380−62.2% | Reduced |
| Moody National Bank Trust Division | 146,097 | $37.5M | 3.96% | +7,568+5.5% | Added |
| Empirical Finance, LLC | 145,533 | $37.4M | 4.76% | +8,064+5.9% | Added |
| Choate Investment Advisors | 145,319 | $37.3M | 2.27% | −4,495−3.0% | Reduced |
| Apollon Wealth Management, LLC | 144,861 | $37.2M | 3.10% | +298+0.2% | Added |
| Gamco Investors, Inc. Et Al | 143,766 | $36.9M | 0.40% | −7,387−4.9% | Reduced |
| Gradient Investments LLC | 143,659 | $36.9M | 1.08% | −11,686−7.5% | Reduced |
| WestEnd Advisors, LLC | 142,402 | $36.6M | 1.15% | – | – |
| Capital Investment Services of America, Inc. | 142,356 | $36.6M | 4.75% | −12,283−7.9% | Reduced |
| Madison Asset Management, LLC | 142,335 | $36.6M | 0.57% | +48,908+52.3% | Added |
| Great Valley Advisor Group, Inc. | 142,074 | $36.5M | 2.01% | +48,613+52.0% | Added |
| S&CO Inc | 141,815 | $36.4M | 3.06% | +871+0.6% | Added |
| DRW Securities, LLC | 141,577 | $36.4M | 9.54% | +111,720+374.2% | Added |
| Western Wealth Management, LLC | 140,721 | $36.3M | 2.08% | −170−0.1% | Reduced |
| Van Cleef Asset Management,Inc | 141,234 | $36.3M | 6.14% | +3,893+2.8% | Added |
| Wedgewood Partners Inc | 141,226 | $36.3M | 6.26% | −853−0.6% | Reduced |
| Cypress Capital Management LLC | 140,956 | $36.2M | 5.39% | −260−0.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 140,343 | $36.0M | 3.05% | +111,197+381.5% | Added |
| Papp L Roy & Associates | 140,112 | $36.0M | 5.22% | +2,694+2.0% | Added |
| Fishman Jay A Ltd | 139,582 | $35.8M | 4.88% | +7,090+5.4% | Added |
| Bellevue Asset Management, LLC | 138,712 | $35.8M | 26.16% | +50.0% | Added |
| Bank of Hawaii | 139,372 | $35.8M | 2.28% | +2,217+1.6% | Added |
| Beese Fulmer Investment Management, Inc. | 139,343 | $35.8M | 4.58% | +101+0.1% | Added |
| BTR Capital Management Inc | 139,169 | $35.7M | 5.13% | −1,261−0.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 138,636 | $35.6M | 1.50% | +3,909+2.9% | Added |
| Verus Capital Partners, LLC | 99,230 | $35.5M | 6.99% | −51,085−34.0% | Reduced |
| Parsons Capital Management Inc | 138,032 | $35.5M | 3.19% | −1,858−1.3% | Reduced |
| Wendell David Associates Inc | 137,714 | $35.4M | 4.50% | +943+0.7% | Added |