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 |
|---|---|---|---|---|---|
| CRA Financial Services, LLC | 39,799 | $10.2M | 3.50% | −12,565−24.0% | Reduced |
| Heirloom Wealth Management | 36,169 | $10.2M | 8.36% | +3,703+11.4% | Added |
| Boston Partners | 39,752 | $10.2M | 0.01% | −6,599−14.2% | Reduced |
| Sandhill Capital Partners LLC | 39,725 | $10.2M | 1.09% | +27,695+230.2% | Added |
| Krilogy Financial LLC | 39,681 | $10.2M | 1.18% | +51+0.1% | Added |
| Moser Wealth Advisors, LLC | 39,666 | $10.2M | 7.58% | +232+0.6% | Added |
| Horan Capital Advisors, LLC. | 39,563 | $10.2M | 4.72% | +236+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39,531 | $10.2M | 1.03% | +103+0.3% | Added |
| FinTrust Capital Advisors, LLC | 38,954 | $10.1M | 2.55% | +1,130+3.0% | Added |
| BOK Financial Private Wealth, Inc. | 39,487 | $10.1M | 0.90% | −33,798−46.1% | Reduced |
| Formidable Asset Management, LLC | 39,239 | $10.1M | 2.28% | −413−1.0% | Reduced |
| Berger Financial Group, Inc | 39,160 | $10.1M | 1.47% | +721+1.9% | Added |
| Torray LLC | 39,154 | $10.1M | 1.92% | −463−1.2% | Reduced |
| NEIRG Wealth Management, LLC | 39,144 | $10.1M | 2.19% | −727−1.8% | Reduced |
| Beach Investment Counsel Inc | 39,072 | $10.0M | 1.26% | −21,878−35.9% | Reduced |
| Parkwood LLC | 39,025 | $10.0M | 2.00% | −4,714−10.8% | Reduced |
| Sandler Capital Management | 39,010 | $10.0M | 1.55% | +39,010 | New |
| Cohen Lawrence B | 38,976 | $10.0M | 7.13% | +77+0.2% | Added |
| Trustmark National Bank Trust Department | 38,908 | $9.99M | 0.90% | +448+1.2% | Added |
| Roberts Wealth Advisors, LLC | 37,317 | $9.99M | 4.35% | +716+2.0% | Added |
| Tiemann Investment Advisors, LLC | 38,886 | $9.99M | 5.33% | −217−0.6% | Reduced |
| Spreng Capital Management, Inc. | 37,283 | $9.98M | 7.43% | +100.0% | Added |
| Gryphon Financial Partners LLC | 38,838 | $9.97M | 2.42% | +832+2.2% | Added |
| Baldwin Investment Management, LLC | 38,804 | $9.97M | 3.40% | −1,349−3.4% | Reduced |
| Bill Few Associates, Inc. | 38,770 | $9.96M | 6.36% | +629+1.6% | Added |
| Puzo Michael J | 38,759 | $9.96M | 3.54% | −146−0.4% | Reduced |
| Potrero Capital Research LLC | 38,694 | $9.94M | 6.62% | +2,500+6.9% | Added |
| J. W. Coons Advisors, LLC | 38,685 | $9.94M | 3.51% | −450−1.1% | Reduced |
| Hendershot Investments Inc. | 38,684 | $9.94M | 1.76% | +4,391+12.8% | Added |
| Cooper Financial Group | 38,625 | $9.92M | 3.60% | +2,489+6.9% | Added |
| HPC Germany GmbH & Co. KG | 38,618 | $9.92M | 14.87% | −40,208−51.0% | Reduced |
| Tranquility Partners, LLC | 38,583 | $9.91M | 5.13% | +1,258+3.4% | Added |
| Stonnington Group, LLC | 36,912 | $9.91M | 2.64% | −3,383−8.4% | Reduced |
| Pegasus Asset Management, Inc. | 38,570 | $9.91M | 5.39% | −438−1.1% | Reduced |
| Copeland Capital Management, LLC | 38,549 | $9.90M | 0.31% | −1,703−4.2% | Reduced |
| CFO4Life Group, LLC | 38,899 | $9.89M | 2.45% | −1,788−4.4% | Reduced |
| Capricorn Fund Managers Ltd | 38,482 | $9.88M | 1.79% | +28,539+287.0% | Added |
| Smithbridge Asset Management Inc | 38,428 | $9.87M | 3.81% | +20.0% | Added |
| Salem Capital Management Inc | 38,402 | $9.86M | 7.19% | −4,619−10.7% | Reduced |
| Platform Technology Partners | 38,385 | $9.86M | 5.38% | +2,344+6.5% | Added |
| Chelsea Counsel Co | 38,180 | $9.81M | 5.04% | −1,722−4.3% | Reduced |
| Sargent Investment Group, LLC | 38,162 | $9.80M | 3.03% | −160−0.4% | Reduced |
| Horizon Wealth Management, LLC | 38,129 | $9.79M | 4.06% | +2,002+5.5% | Added |
| Vishria Bird Financial Group, LLC | 38,112 | $9.79M | 6.51% | +326+0.9% | Added |
| Canal Capital Management, LLC | 38,108 | $9.79M | 2.92% | +3,039+8.7% | Added |
| Selway Asset Management | 38,083 | $9.78M | 5.43% | +1,358+3.7% | Added |
| WCG Wealth Advisors LLC | 38,085 | $9.78M | 1.36% | +38,085 | New |
| Whitener Capital Management, Inc. | 38,070 | $9.78M | 4.41% | +328+0.9% | Added |
| Searle & Co. | 37,887 | $9.73M | 3.84% | +4,000+11.8% | Added |
| BerganKDV Wealth Management, LLC | 37,872 | $9.73M | 1.11% | −85−0.2% | Reduced |
| First Personal Financial Services | 37,858 | $9.72M | 2.72% | −324−0.8% | Reduced |
| Humankind Investments LLC | 37,840 | $9.72M | 4.65% | +890+2.4% | Added |
| Financial Partners Group, Inc | 37,773 | $9.70M | 2.43% | +440+1.2% | Added |
| Fairfield, Bush & Co. | 37,740 | $9.69M | 5.70% | −2,396−6.0% | Reduced |
| Aperture Investors, LLC | 37,677 | $9.68M | 1.61% | −1,888−4.8% | Reduced |
| CX Institutional | 37,674 | $9.68M | 0.73% | +3,812+11.3% | Added |
| Laurion Capital Management LP | 37,603 | $9.66M | 0.40% | +8,030+27.2% | Added |
| Benson Investment Management Company, Inc. | 37,648 | $9.62M | 6.00% | −4,360−10.4% | Reduced |
| Leelyn Smith, LLC | 37,392 | $9.60M | 2.49% | +18,663+99.6% | Added |
| ARGI Investment Services, LLC | 37,326 | $9.59M | 0.32% | +3,358+9.9% | Added |
| Citizens National Bank Trust Department | 37,304 | $9.58M | 2.75% | +14,045+60.4% | Added |
| M. Kulyk & Associates, LLC | 37,287 | $9.58M | 2.98% | +1,267+3.5% | Added |
| Next Century Growth Investors LLC | 37,286 | $9.58M | 1.25% | +4,235+12.8% | Added |
| Wolverine Asset Management LLC | 37,285 | $9.57M | 0.12% | +28,579+328.3% | Added |
| Paradigm Financial Partners, LLC | 35,669 | $9.57M | 2.87% | −2,210−5.8% | Reduced |
| John G Ullman & Associates Inc | 37,254 | $9.57M | 1.54% | −383−1.0% | Reduced |
| BBR Partners, LLC | 37,237 | $9.56M | 1.12% | +792+2.2% | Added |
| Corsair Capital Management, L.P. | 37,225 | $9.56M | 3.42% | +20.0% | Added |
| Ascent Wealth Partners, LLC | 37,544 | $9.55M | 2.15% | +365+1.0% | Added |
| F&V Capital Management, LLC | 37,151 | $9.54M | 3.39% | −125−0.3% | Reduced |
| Brave Asset Management Inc | 37,066 | $9.52M | 4.28% | −504−1.3% | Reduced |
| Union Heritage Capital, LLC | 37,000 | $9.50M | 6.12% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 36,997 | $9.50M | 3.05% | +3,251+9.6% | Added |
| Kavar Capital Partners Group, LLC | 36,933 | $9.49M | 2.20% | +4,193+12.8% | Added |
| Capital Asset Advisory Services LLC | 36,868 | $9.47M | 1.04% | +5,937+19.2% | Added |
| Soundmark Wealth Management, LLC | 36,784 | $9.45M | 6.73% | +37+0.1% | Added |
| Triasima Portfolio Management inc. | 36,778 | $9.45M | 0.67% | −4,925−11.8% | Reduced |
| Mattern Capital Management, LLC | 36,767 | $9.44M | 1.87% | +292+0.8% | Added |
| XXEC, Inc. | 36,628 | $9.41M | 7.49% | −1,060−2.8% | Reduced |
| Red Door Wealth Management, LLC | 36,565 | $9.39M | 3.48% | +1,742+5.0% | Added |
| Kesler, Norman & Wride, LLC | 36,538 | $9.38M | 2.60% | −2,060−5.3% | Reduced |
| Roman Butler Fullerton & Co | 36,539 | $9.38M | 5.21% | −142−0.4% | Reduced |
| Orca Investment Management, LLC | 36,509 | $9.38M | 8.67% | +55+0.2% | Added |
| BCJ Capital Management, LLC | 36,467 | $9.37M | 0.96% | +1,207+3.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 35,936 | $9.35M | 1.71% | −4,245−10.6% | Reduced |
| BDO Wealth Advisors, LLC | 36,411 | $9.35M | 1.15% | −282−0.8% | Reduced |
| Old Port Advisors | 35,558 | $9.35M | 3.62% | −248−0.7% | Reduced |
| Force Hill Capital Management LP | 36,335 | $9.33M | 2.51% | −25,760−41.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 36,313 | $9.33M | 2.06% | −426−1.2% | Reduced |
| NBW Capital LLC | 36,309 | $9.32M | 2.56% | +435+1.2% | Added |
| Barrier Capital Management, LLC | 36,293 | $9.32M | 12.07% | −2,066−5.4% | Reduced |
| Gladius Capital Management LP | 36,129 | $9.28M | 2.03% | +31,761+727.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 36,095 | $9.27M | 3.19% | +795+2.3% | Added |
| Hillman Capital Management, Inc. | 36,047 | $9.26M | 3.36% | +4,213+13.2% | Added |
| IPG Investment Advisors LLC | 36,029 | $9.25M | 2.32% | −4,884−11.9% | Reduced |
| Tiedemann Advisors, LLC | 35,912 | $9.23M | 0.70% | −1,179−3.2% | Reduced |
| Greenline Partners, LLC | 35,892 | $9.22M | 1.99% | +740+2.1% | Added |
| Sargent Bickham Lagudis LLC | 35,823 | $9.20M | 0.80% | +2,368+7.1% | Added |
| Avestar Capital, LLC | 35,729 | $9.18M | 2.49% | −5,267−12.8% | Reduced |
| Oak Grove Capital LLC | 35,723 | $9.18M | 3.04% | −1,476−4.0% | Reduced |