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
- +30 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
- 114
- 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 |
|---|---|---|---|---|---|
| Harbor Island Capital LLC | 50,987 | $13.1M | 8.01% | −195−0.4% | Reduced |
| Benedict Financial Advisors Inc | 50,981 | $13.1M | 3.87% | −958−1.8% | Reduced |
| Moloney Securities Asset Management, LLC | 50,757 | $13.0M | 3.05% | −4,444−8.1% | Reduced |
| Centaurus Financial, Inc. | 50,708 | $13.0M | 1.28% | −1,284−2.5% | Reduced |
| Miramar Capital, LLC | 50,649 | $13.0M | 3.68% | +13,893+37.8% | Added |
| Balentine LLC | 50,565 | $13.0M | 0.48% | +7,529+17.5% | Added |
| Security National Bank | 50,437 | $13.0M | 3.60% | −1,247−2.4% | Reduced |
| Prelude Capital Management, LLC | 50,338 | $12.9M | 0.63% | −22,739−31.1% | Reduced |
| Capital City Trust Co | 50,278 | $12.9M | 4.20% | +732+1.5% | Added |
| JCIC Asset Management Inc. | 50,257 | $12.9M | 6.95% | −5,213−9.4% | Reduced |
| Old Second National Bank of Aurora | 50,260 | $12.9M | 3.60% | −643−1.3% | Reduced |
| Whalerock Point Partners, LLC | 50,251 | $12.9M | 5.46% | +73+0.1% | Added |
| First National Bank & Trust Co of Newtown | 50,235 | $12.9M | 2.95% | +60+0.1% | Added |
| Capital Investment Advisory Services, LLC | 50,160 | $12.9M | 1.56% | +2,832+6.0% | Added |
| Boston Research & Management Inc | 50,095 | $12.9M | 4.17% | +49+0.1% | Added |
| Valicenti Advisory Services Inc | 50,039 | $12.9M | 4.19% | +80+0.2% | Added |
| Proequities, Inc. | 50,030 | $12.8M | 1.09% | +1,505+3.1% | Added |
| 3G Capital Partners LP | 50,000 | $12.8M | 21.25% | −75,000−60.0% | Reduced |
| Miura Global Management, LLC | 50,000 | $12.8M | 8.81% | −60,000−54.5% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 50,000 | $12.8M | 11.56% | −1,375−2.7% | Reduced |
| Gabalex Capital Management LLC | 50,000 | $12.8M | 7.45% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 49,832 | $12.8M | 1.08% | −42,431−46.0% | Reduced |
| First Sabrepoint Capital Management LP | 49,800 | $12.8M | 5.51% | +2,800+6.0% | Added |
| Stratos Wealth Advisors, LLC | 49,624 | $12.7M | 1.16% | +800+1.6% | Added |
| Financial Insights, Inc. | 49,590 | $12.7M | 12.93% | −208−0.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 49,572 | $12.7M | 0.79% | −2,232−4.3% | Reduced |
| Ervin Investment Management, LLC | 48,889 | $12.7M | 11.81% | +386+0.8% | Added |
| K.J. Harrison & Partners Inc | 49,477 | $12.7M | 3.43% | −20,708−29.5% | Reduced |
| Cozad Asset Management Inc | 49,517 | $12.7M | 1.98% | +29,275+144.6% | Added |
| Montecito Bank & Trust | 49,454 | $12.7M | 3.02% | −5,736−10.4% | Reduced |
| Family Management Corp | 49,434 | $12.7M | 3.62% | −2,274−4.4% | Reduced |
| Duncker Streett & Co Inc | 49,412 | $12.7M | 3.04% | −4,462−8.3% | Reduced |
| McGuire Investment Group, LLC | 49,360 | $12.7M | 2.73% | −225−0.5% | Reduced |
| Broderick Brian C | 49,272 | $12.7M | 3.84% | −172−0.3% | Reduced |
| Jackson Square Capital, LLC | 49,269 | $12.7M | 5.35% | +3,658+8.0% | Added |
| Boyd Watterson Asset Management LLC | 49,221 | $12.6M | 5.39% | −369−0.7% | Reduced |
| ACG Wealth | 49,203 | $12.6M | 2.58% | −1,295−2.6% | Reduced |
| Iowa State Bank | 49,156 | $12.6M | 3.35% | +272+0.6% | Added |
| NatWest Group plc | 49,054 | $12.6M | 7.15% | +540+1.1% | Added |
| Patten Group, Inc. | 46,924 | $12.6M | 4.04% | +1,043+2.3% | Added |
| Summit Financial, LLC | 48,986 | $12.6M | 1.18% | −960−1.9% | Reduced |
| Avantax Planning Partners, Inc. | 48,955 | $12.6M | 0.54% | +1,266+2.7% | Added |
| Summit Trail Advisors, LLC | 48,842 | $12.5M | 0.78% | +7,809+19.0% | Added |
| Hilltop Holdings Inc. | 48,835 | $12.5M | 1.67% | −13,921−22.2% | Reduced |
| Stoneridge Investment Partners LLC | 48,700 | $12.5M | 6.89% | +1,171+2.5% | Added |
| Wells Trecaso Financial Group, LLC | 48,638 | $12.5M | 6.47% | +54+0.1% | Added |
| Atlas Capital Advisors LLC | 48,637 | $12.5M | 2.12% | −501−1.0% | Reduced |
| Good Life Advisors, LLC | 48,611 | $12.5M | 1.74% | −288−0.6% | Reduced |
| 9258 Wealth Management, LLC | 48,532 | $12.5M | 3.20% | +819+1.7% | Added |
| Stony Point Capital LLC | 48,488 | $12.5M | 4.40% | −23,003−32.2% | Reduced |
| Foundations Investment Advisors, LLC | 46,757 | $12.4M | 0.52% | +8,513+22.3% | Added |
| Cadence Bank NA | 48,200 | $12.4M | 4.01% | −1,822−3.6% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 48,200 | $12.4M | 0.55% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 48,132 | $12.4M | 5.04% | −435−0.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 48,026 | $12.3M | 1.43% | −6,245−11.5% | Reduced |
| Oakworth Capital, Inc. | 47,859 | $12.3M | 1.24% | −639−1.3% | Reduced |
| Circle Wealth Management, LLC | 47,823 | $12.3M | 1.95% | −1,004−2.1% | Reduced |
| Apella Capital, LLC | 47,794 | $12.3M | 1.47% | +6,751+16.4% | Added |
| Timber Creek Capital Management LLC | 47,759 | $12.3M | 4.06% | +829+1.8% | Added |
| Analyst IMS Investment Management Services Ltd. | 47,750 | $12.3M | 1.17% | −2,283−4.6% | Reduced |
| Old Point Trust & Financial Services N A | 47,671 | $12.2M | 5.66% | −1,850−3.7% | Reduced |
| Grandview Asset Management LLC | 47,518 | $12.2M | 6.83% | −2,413−4.8% | Reduced |
| GPM Growth Investors, Inc. | 47,461 | $12.2M | 7.94% | +886+1.9% | Added |
| Hamilton Wealth, LLC | 47,437 | $12.2M | 4.77% | +2,408+5.3% | Added |
| Biondo Investment Advisors, LLC | 47,293 | $12.2M | 2.68% | +1,721+3.8% | Added |
| Northwest Bancshares, Inc. | 47,375 | $12.2M | 2.75% | −769−1.6% | Reduced |
| Cypress Asset Management Inc | 47,342 | $12.2M | 4.34% | −1,616−3.3% | Reduced |
| Bloom Tree Partners, LLC | 47,326 | $12.2M | 2.96% | −52,751−52.7% | Reduced |
| RFG Advisory, LLC | 42,948 | $12.2M | 0.70% | +10,413+32.0% | Added |
| CFM Wealth Partners LLC | 47,272 | $12.1M | 3.64% | −3,275−6.5% | Reduced |
| Steamboat Capital Partners, LLC | 46,518 | $12.1M | 4.19% | +200.0% | Added |
| Forum Financial Management, LP | 46,974 | $12.1M | 0.61% | +1,253+2.7% | Added |
| Rowland & Co Investment Counsel | 46,777 | $12.0M | 3.08% | −349−0.7% | Reduced |
| Capital Planning Advisors, LLC | 46,630 | $12.0M | 3.17% | −1,870−3.9% | Reduced |
| Miller Wealth Advisors, LLC | 46,545 | $12.0M | 9.92% | −731−1.5% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 46,521 | $11.9M | 1.23% | +848+1.9% | Added |
| TLW Wealth Management, LLC | 46,519 | $11.9M | 9.32% | −1,612−3.3% | Reduced |
| Thornburg Investment Management Inc | 46,485 | $11.9M | 0.18% | +6,753+17.0% | Added |
| Arkadios Wealth Advisors | 46,417 | $11.9M | 1.78% | +1,320+2.9% | Added |
| Central Bank & Trust Co | 46,415 | $11.9M | 2.43% | −1,272−2.7% | Reduced |
| Continuum Advisory, LLC | 46,329 | $11.9M | 2.17% | +4,534+10.8% | Added |
| Community Bank & Trust, Waco, Texas | 46,315 | $11.9M | 3.94% | +425+0.9% | Added |
| Proficio Capital Partners LLC | 46,248 | $11.9M | 2.23% | +338+0.7% | Added |
| Somerset Trust Co | 46,212 | $11.9M | 5.20% | +115+0.2% | Added |
| Bonness Enterprises Inc | 46,200 | $11.9M | 5.94% | 00.0% | Unchanged |
| 55I, LLC | 46,202 | $11.9M | 0.33% | +13,521+41.4% | Added |
| Rehmann Capital Advisory Group | 46,192 | $11.9M | 1.31% | +1,232+2.7% | Added |
| Aspiriant, LLC | 46,177 | $11.9M | 0.57% | +165+0.4% | Added |
| Falcon Edge Capital, LP | 46,176 | $11.9M | 1.22% | −56,223−54.9% | Reduced |
| Isthmus Partners, LLC | 46,111 | $11.8M | 2.21% | +1,010+2.2% | Added |
| SS&H Financial Advisors, Inc. | 46,109 | $11.8M | 5.47% | −697−1.5% | Reduced |
| Zweig-DiMenna Associates LLC | 46,098 | $11.8M | 2.36% | −9,540−17.1% | Reduced |
| Executive Wealth Management, LLC | 45,857 | $11.8M | 1.58% | −7,344−13.8% | Reduced |
| Rothschild Capital Partners, LLC | 45,831 | $11.8M | 4.92% | 00.0% | Unchanged |
| Keel Point, LLC | 40,659 | $11.8M | 1.84% | +926+2.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 45,767 | $11.8M | 3.01% | +1,410+3.2% | Added |
| Bank of New Hampshire | 45,763 | $11.8M | 3.40% | −1,229−2.6% | Reduced |
| First Washington CORP | 45,756 | $11.8M | 5.46% | −237−0.5% | Reduced |
| Live Oak Private Wealth LLC | 45,731 | $11.7M | 2.47% | +5,499+13.7% | Added |
| Unio Capital LLC | 45,418 | $11.7M | 6.71% | −4,356−8.8% | Reduced |