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
- 4,516
- +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
- 2,074 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Laidlaw Wealth Management LLC | 56,885 | $14.6M | 2.98% | −1,315−2.3% | Reduced |
| Johnson Financial Group, Inc. | 56,725 | $14.6M | 1.04% | −4,196−6.9% | Reduced |
| Holderness Investments Co | 56,621 | $14.5M | 6.07% | −1,016−1.8% | Reduced |
| China Universal Asset Management Co., Ltd. | 56,550 | $14.5M | 6.11% | 00.0% | Unchanged |
| Resonate Capital, LLC | 56,265 | $14.5M | 16.00% | +7,491+15.4% | Added |
| Baker Ellis Asset Management LLC | 56,138 | $14.4M | 3.00% | −2,064−3.5% | Reduced |
| Lincoln Capital Corp | 56,035 | $14.4M | 9.28% | −394−0.7% | Reduced |
| Campbell Capital Management Inc | 56,020 | $14.4M | 15.28% | −19,308−25.6% | Reduced |
| YorkBridge Wealth Partners, LLC | 55,985 | $14.4M | 3.76% | +810+1.5% | Added |
| Advisor Resource Council | 55,942 | $14.4M | 1.35% | +35,567+174.6% | Added |
| ICA Group Wealth Management, LLC | 50,185 | $14.4M | 2.69% | −817−1.6% | Reduced |
| Angeles Wealth Management, LLC | 55,815 | $14.3M | 2.86% | −1,621−2.8% | Reduced |
| Nations Financial Group Inc, | 55,614 | $14.3M | 1.92% | +7,122+14.7% | Added |
| Benin Management CORP | 55,569 | $14.3M | 5.40% | +2,282+4.3% | Added |
| Essex Investment Management Co LLC | 55,559 | $14.3M | 2.31% | −4,537−7.5% | Reduced |
| Intersect Capital LLC | 55,533 | $14.3M | 4.31% | −12,075−17.9% | Reduced |
| Wealthcare Advisory Partners LLC | 55,476 | $14.2M | 0.86% | +1,933+3.6% | Added |
| Cornerstone Wealth Management, LLC | 55,435 | $14.2M | 1.58% | +2,156+4.0% | Added |
| Mitchell Sinkler & Starr | 55,386 | $14.2M | 5.22% | +170+0.3% | Added |
| Flagship Harbor Advisors, LLC | 55,341 | $14.2M | 1.60% | +878+1.6% | Added |
| West Coast Financial LLC | 55,332 | $14.2M | 2.52% | +578+1.1% | Added |
| GPS Wealth Strategies Group, LLC | 55,315 | $14.2M | 3.65% | −811−1.4% | Reduced |
| Gratus Capital LLC | 55,316 | $14.2M | 1.59% | +4,168+8.1% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 55,729 | $14.2M | 3.11% | −7,806−12.3% | Reduced |
| Cardinal Capital Management | 55,187 | $14.2M | 3.24% | −100−0.2% | Reduced |
| Hotaling Investment Management, LLC | 55,146 | $14.2M | 6.15% | +918+1.7% | Added |
| NorthRock Partners, LLC | 55,014 | $14.1M | 1.47% | +2,558+4.9% | Added |
| Maplelane Capital, LLC | 55,000 | $14.1M | 3.65% | −10,000−15.4% | Reduced |
| RBF Capital, LLC | 55,000 | $14.1M | 0.98% | 00.0% | Unchanged |
| Asset Planning Services Inc | 54,967 | $14.1M | 9.25% | −525−0.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 54,955 | $14.1M | 1.19% | +4,822+9.6% | Added |
| BFSG, LLC | 54,943 | $14.1M | 2.55% | +1,115+2.1% | Added |
| SevenBridge Financial Group, LLC | 54,813 | $14.1M | 5.69% | −955−1.7% | Reduced |
| WESPAC Advisors SoCal, LLC | 54,716 | $14.1M | 5.37% | −507−0.9% | Reduced |
| Cubic Asset Management, LLC | 54,558 | $14.0M | 3.78% | −775−1.4% | Reduced |
| Zhang Financial LLC | 54,454 | $14.0M | 2.24% | +3,248+6.3% | Added |
| swisspartners Ltd. | 52,733 | $14.0M | 13.36% | −357−0.7% | Reduced |
| Sigma Investment Counselors Inc | 54,429 | $14.0M | 1.14% | +1,236+2.3% | Added |
| Wayfinding Financial, LLC | 54,297 | $13.9M | 12.25% | −846−1.5% | Reduced |
| Bulltick Wealth Management, LLC | 54,244 | $13.9M | 3.79% | +4,923+10.0% | Added |
| Kore Private Wealth LLC | 54,136 | $13.9M | 2.14% | +3,492+6.9% | Added |
| Lake Street Financial LLC | 54,132 | $13.9M | 2.97% | +3,033+5.9% | Added |
| Rench Wealth Management, Inc. | 54,116 | $13.9M | 7.12% | +497+0.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 54,036 | $13.9M | 7.98% | −699−1.3% | Reduced |
| Horiko Capital Management LLC | 54,000 | $13.9M | 11.75% | −57,131−51.4% | Reduced |
| Ally Financial Inc. | 54,000 | $13.9M | 1.89% | 00.0% | Unchanged |
| Crossvault Capital Management LLC | 53,866 | $13.8M | 5.44% | −2,460−4.4% | Reduced |
| Shikiar Asset Management Inc | 53,866 | $13.8M | 5.32% | −1,800−3.2% | Reduced |
| Koshinski Asset Management, Inc. | 53,863 | $13.8M | 1.37% | +576+1.1% | Added |
| Capital Investment Counsel, Inc | 53,763 | $13.8M | 3.45% | −48−0.1% | Reduced |
| Money Concepts Capital Corp | 53,082 | $13.8M | 1.22% | −49,492−48.3% | Reduced |
| Fragasso Group Inc. | 53,647 | $13.8M | 1.86% | +1,864+3.6% | Added |
| Hoertkorn Richard Charles | 53,525 | $13.7M | 7.57% | −980−1.8% | Reduced |
| Valmark Advisers, Inc. | 53,474 | $13.7M | 0.27% | −539−1.0% | Reduced |
| Strategy Asset Managers LLC | 53,444 | $13.7M | 4.22% | −2,391−4.3% | Reduced |
| Hartford Financial Management Inc. | 53,261 | $13.7M | 3.79% | −237−0.4% | Reduced |
| Taika Capital, LP | 53,250 | $13.7M | 8.50% | −10,700−16.7% | Reduced |
| Hamilton Point Investment Advisors, LLC | 53,198 | $13.7M | 3.98% | +966+1.8% | Added |
| Westbourne Investment Advisors, Inc. | 53,155 | $13.7M | 8.47% | +97+0.2% | Added |
| Hedeker Wealth, LLC | 52,789 | $13.6M | 4.71% | −1,705−3.1% | Reduced |
| Boyar Asset Management Inc. | 53,081 | $13.6M | 11.25% | −3,882−6.8% | Reduced |
| Mattern Wealth Management LLC | 53,069 | $13.6M | 5.33% | −356−0.7% | Reduced |
| Seizert Capital Partners, LLC | 53,053 | $13.6M | 0.72% | −987−1.8% | Reduced |
| Gardner Lewis Asset Management L P | 52,915 | $13.6M | 2.87% | −200−0.4% | Reduced |
| Morse Asset Management, Inc | 52,805 | $13.6M | 4.35% | +363+0.7% | Added |
| Schechter Investment Advisors, LLC | 52,788 | $13.6M | 1.32% | −445−0.8% | Reduced |
| Osher Van de Voorde Investment Management | 52,779 | $13.6M | 3.82% | +230.0% | Added |
| McCollum Christoferson Group LLC | 52,765 | $13.6M | 4.13% | −2,661−4.8% | Reduced |
| Elk River Wealth Management, LLC | 52,739 | $13.5M | 3.43% | −2,464−4.5% | Reduced |
| Condor Capital Management | 52,699 | $13.5M | 1.76% | +783+1.5% | Added |
| Nicholas Investment Partners, LP | 52,646 | $13.5M | 1.28% | −9,135−14.8% | Reduced |
| Baker Chad R | 52,625 | $13.5M | 3.76% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 52,582 | $13.5M | 1.96% | +524+1.0% | Added |
| Advisory Research Inc | 52,481 | $13.5M | 1.32% | −2,080−3.8% | Reduced |
| Wall Street Access Asset Management, LLC | 52,461 | $13.5M | 7.07% | +7,877+17.7% | Added |
| Decatur Capital Management, Inc. | 52,413 | $13.5M | 9.95% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 52,384 | $13.5M | 7.94% | −701−1.3% | Reduced |
| Farmers National Bank | 52,368 | $13.4M | 5.11% | +1,283+2.5% | Added |
| Annex Advisory Services, LLC | 52,353 | $13.4M | 0.97% | +70+0.1% | Added |
| Roberts Glore & Co Inc | 52,276 | $13.4M | 4.47% | +1,093+2.1% | Added |
| Allred Capital Management, LLC | 52,255 | $13.4M | 8.46% | −1,750−3.2% | Reduced |
| Harbour Investments, Inc. | 52,059 | $13.4M | 0.90% | +52,059 | New |
| Bluegrass Capital Partners LP | 52,000 | $13.4M | 12.09% | +1,000+2.0% | Added |
| Institute for Wealth Management, LLC. | 51,958 | $13.3M | 2.64% | −1,953−3.6% | Reduced |
| HCR Wealth Advisors | 51,920 | $13.3M | 2.68% | +196+0.4% | Added |
| American Money Management, LLC | 51,861 | $13.3M | 3.88% | +489+1.0% | Added |
| Minot Wealth Management LLC | 51,834 | $13.3M | 3.42% | +341+0.7% | Added |
| Greenwich Wealth Management LLC | 51,805 | $13.3M | 1.76% | −345−0.7% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 51,800 | $13.3M | 14.43% | +49,570+2,222.9% | Added |
| Avidian Wealth Solutions, LLC | 51,706 | $13.3M | 0.94% | +203+0.4% | Added |
| Milestones Administradora de Recursos Ltda. | 51,660 | $13.3M | 9.68% | +40,520+363.7% | Added |
| Sentry Investment Management LLC | 51,647 | $13.3M | 5.99% | −8,384−14.0% | Reduced |
| Premier Fund Managers Ltd | 50,820 | $13.2M | 0.59% | −37,241−42.3% | Reduced |
| Spectrum Management Group, LLC | 51,435 | $13.2M | 3.11% | −3,534−6.4% | Reduced |
| Glassman Wealth Services | 51,435 | $13.2M | 2.72% | +1,774+3.6% | Added |
| Wills Financial Group, Inc. | 51,327 | $13.2M | 6.48% | −520−1.0% | Reduced |
| Moore Capital Management, LP | 51,326 | $13.2M | 0.40% | +34,287+201.2% | Added |
| NTV Asset Management LLC | 51,107 | $13.1M | 2.57% | −197−0.4% | Reduced |
| Strategic Blueprint, LLC | 51,105 | $13.1M | 1.70% | −3,546−6.5% | Reduced |
| Grand Jean Capital Management Inc | 51,086 | $13.1M | 5.25% | −3,118−5.8% | Reduced |