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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Diamant Asset Management, Inc. | 28,624 | $7.35M | 6.62% | −115−0.4% | Reduced |
| Curbstone Financial Management Corp | 28,502 | $7.32M | 1.70% | −2,412−7.8% | Reduced |
| Tandem Capital Management Corp | 28,484 | $7.32M | 5.86% | −90−0.3% | Reduced |
| Heron Bay Capital Management | 28,461 | $7.31M | 4.43% | −201−0.7% | Reduced |
| Versant Capital Management, Inc | 28,461 | $7.31M | 2.68% | +240+0.9% | Added |
| Perennial Investment Advisors, LLC | 28,421 | $7.30M | 2.85% | −948−3.2% | Reduced |
| Frisch Financial Group, Inc. | 28,418 | $7.30M | 2.82% | +42+0.1% | Added |
| Mendel Money Management | 28,367 | $7.29M | 4.34% | −219−0.8% | Reduced |
| Eukles Asset Management | 28,341 | $7.28M | 4.61% | +157+0.6% | Added |
| Founders Capital Management | 28,337 | $7.28M | 5.74% | −2,972−9.5% | Reduced |
| Fieldpoint Private Securities, LLC | 28,290 | $7.27M | 2.11% | −12,462−30.6% | Reduced |
| S.E.E.D. Planning Group LLC | 28,278 | $7.26M | 3.29% | +4,611+19.5% | Added |
| Enterprise Financial Services Corp | 28,272 | $7.26M | 1.41% | −1,361−4.6% | Reduced |
| Heartland Bank & Trust Co | 28,227 | $7.25M | 6.43% | +1,669+6.3% | Added |
| Plancorp, LLC | 28,166 | $7.23M | 0.46% | −5,636−16.7% | Reduced |
| SNS Financial Group, LLC | 28,129 | $7.22M | 0.95% | −267−0.9% | Reduced |
| Exeter Financial, LLC | 28,103 | $7.22M | 4.03% | −545−1.9% | Reduced |
| Advocate Group LLC | 28,049 | $7.20M | 1.68% | +28,049 | New |
| Jupiter Wealth Management LLC | 28,045 | $7.20M | 6.56% | −7,830−21.8% | Reduced |
| Gibraltar Capital Management, Inc. | 28,033 | $7.20M | 3.50% | +2,262+8.8% | Added |
| Siena Capital LLC | 27,991 | $7.19M | 4.36% | +1,043+3.9% | Added |
| Arlington Partners LLC | 27,969 | $7.18M | 2.38% | −541−1.9% | Reduced |
| Hollencrest Capital Management | 27,949 | $7.18M | 0.84% | −1,680−5.7% | Reduced |
| Stelac Advisory Services LLC | 27,925 | $7.17M | 2.88% | +3,018+12.1% | Added |
| JT Stratford LLC | 27,917 | $7.17M | 2.27% | +1,463+5.5% | Added |
| Lorne Steinberg Wealth Management Inc. | 27,861 | $7.16M | 3.37% | +515+1.9% | Added |
| Fruth Investment Management | 22,769 | $7.15M | 1.96% | −20−0.1% | Reduced |
| Resurgent Financial Advisors LLC | 27,720 | $7.12M | 4.75% | +2,987+12.1% | Added |
| Zevenbergen Capital Investments LLC | 27,701 | $7.11M | 0.33% | +944+3.5% | Added |
| Blume Capital Management, Inc. | 27,695 | $7.11M | 2.81% | +206+0.7% | Added |
| Congress Park Capital LLC | 27,667 | $7.11M | 4.56% | +788+2.9% | Added |
| True North Advisors, LLC | 27,667 | $7.11M | 2.21% | +3,223+13.2% | Added |
| Tradewinds, LLC. | 27,636 | $7.10M | 4.83% | +27,636 | New |
| American Research & Management Co. | 27,570 | $7.08M | 1.82% | +31+0.1% | Added |
| Socorro Asset Management LP | 27,544 | $7.07M | 2.51% | −1,403−4.8% | Reduced |
| Sonata Capital Group Inc | 27,542 | $7.07M | 3.67% | +1,171+4.4% | Added |
| Piscataqua Savings Bank | 27,531 | $7.07M | 6.19% | −658−2.3% | Reduced |
| Legacy Advisors, LLC | 27,493 | $7.06M | 1.48% | +2,880+11.7% | Added |
| Once Capital Management, LLC | 27,400 | $7.04M | 8.96% | +1,600+6.2% | Added |
| Chatham Capital Group, Inc. | 27,391 | $7.04M | 1.59% | +70.0% | Added |
| Sunbelt Securities, Inc. | 27,368 | $7.03M | 1.49% | +1,167+4.5% | Added |
| Patton Albertson Miller Group, LLC | 27,327 | $7.02M | 1.43% | −3,651−11.8% | Reduced |
| Founders Financial Alliance, LLC | 27,318 | $7.02M | 3.56% | −411−1.5% | Reduced |
| Tradition Wealth Management, LLC | 27,276 | $7.00M | 1.02% | −211−0.8% | Reduced |
| Brown Capital Management LLC | 27,262 | $7.00M | 0.09% | −1,455−5.1% | Reduced |
| Lantz Financial LLC | 27,253 | $7.00M | 3.16% | −1,059−3.7% | Reduced |
| Strategic Investment Advisors | 27,164 | $6.98M | 1.39% | +1,596+6.2% | Added |
| StoneX Group Inc. | 27,149 | $6.97M | 0.85% | −2,111−7.2% | Reduced |
| Personal Cfo Solutions, LLC | 27,059 | $6.95M | 1.63% | +1,262+4.9% | Added |
| Pure Financial Advisors, Inc. | 27,057 | $6.95M | 0.43% | +224+0.8% | Added |
| Oak Harvest Investment Services | 27,022 | $6.94M | 1.87% | +1,085+4.2% | Added |
| Hickory Lane Capital Management LP | 27,000 | $6.93M | 8.23% | −1,500−5.3% | Reduced |
| Liberty Capital Management, Inc. | 26,979 | $6.93M | 2.46% | −444−1.6% | Reduced |
| Ausdal Financial Partners, Inc. | 26,927 | $6.92M | 1.04% | −833−3.0% | Reduced |
| JB Capital LLC | 26,873 | $6.90M | 0.74% | +2,056+8.3% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 26,839 | $6.89M | 3.10% | +1,261+4.9% | Added |
| Cherry Creek Investment Advisors, Inc. | 26,824 | $6.89M | 5.56% | +314+1.2% | Added |
| AlphaCrest Capital Management LLC | 26,801 | $6.88M | 0.33% | +6,083+29.4% | Added |
| Schneider Downs Wealth Management Advisors, LP | 26,789 | $6.88M | 1.92% | +541+2.1% | Added |
| Independent Solutions Wealth Management, LLC | 26,761 | $6.87M | 2.14% | −2,213−7.6% | Reduced |
| Leeward Financial Partners, LLC | 26,725 | $6.86M | 4.71% | +7,293+37.5% | Added |
| Vista Capital Partners, Inc. | 26,682 | $6.85M | 1.12% | +140+0.5% | Added |
| Barton Investment Management | 26,635 | $6.84M | 1.38% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 26,578 | $6.83M | 5.00% | +817+3.2% | Added |
| Executive Wealth Group LLC | 26,566 | $6.82M | 5.28% | +40.0% | Added |
| Key Financial Inc | 26,250 | $6.81M | 3.69% | +1,324+5.3% | Added |
| Lester Murray Antman dba SimplyRich | 26,514 | $6.81M | 2.83% | −21−0.1% | Reduced |
| MEMBERS Trust Co | 26,498 | $6.80M | 0.22% | +273+1.0% | Added |
| SBK Financial, Inc. | 26,461 | $6.80M | 8.88% | +362+1.4% | Added |
| Orleans Capital Management Corp | 26,416 | $6.78M | 5.07% | −63−0.2% | Reduced |
| Endurance Wealth Management, Inc. | 26,320 | $6.76M | 1.03% | +335+1.3% | Added |
| Perpetual Investment Management Ltd | 26,267 | $6.75M | 0.99% | +6,754+34.6% | Added |
| Occidental Asset Management, LLC | 26,234 | $6.74M | 2.00% | −2,101−7.4% | Reduced |
| Cim Investment Mangement Inc | 26,226 | $6.74M | 2.80% | −3,046−10.4% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 26,224 | $6.74M | 2.07% | +684+2.7% | Added |
| B & T Capital Management DBA Alpha Capital Management | 26,143 | $6.71M | 1.84% | +571+2.2% | Added |
| Madden Securities Corp | 26,122 | $6.71M | 3.68% | +561+2.2% | Added |
| Aurora Investment Managers, LLC. | 26,086 | $6.70M | 6.47% | +301+1.2% | Added |
| First PREMIER Bank | 26,082 | $6.70M | 2.00% | +79+0.3% | Added |
| Hurlow Wealth Management Group, Inc. | 26,078 | $6.70M | 3.86% | +376+1.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 26,025 | $6.68M | 0.88% | +26,025 | New |
| NovaPoint Capital, LLC | 25,987 | $6.67M | 2.90% | −977−3.6% | Reduced |
| Bell Bank | 25,977 | $6.67M | 0.80% | +3,289+14.5% | Added |
| Eagle Capital Management, LLC | 25,962 | $6.67M | 3.96% | −144−0.6% | Reduced |
| Enhancing Capital LLC | 25,876 | $6.65M | 7.93% | −14−0.1% | Reduced |
| PDS Planning, Inc | 25,876 | $6.65M | 1.20% | +3,329+14.8% | Added |
| Monument Capital Management | 25,728 | $6.61M | 2.49% | +845+3.4% | Added |
| Quent Capital, LLC | 25,726 | $6.61M | 1.41% | −7,968−23.6% | Reduced |
| Finer Wealth Management, Inc. | 25,713 | $6.60M | 6.03% | −875−3.3% | Reduced |
| Two Sigma Securities, LLC | 25,702 | $6.60M | 1.17% | +17,959+231.9% | Added |
| EagleClaw Capital Managment, LLC | 25,689 | $6.60M | 1.79% | +300+1.2% | Added |
| Cary Street Partners Asset Management LLC | 25,654 | $6.59M | 1.54% | +2,224+9.5% | Added |
| SOL Capital Management CO | 25,648 | $6.59M | 1.33% | −1,085−4.1% | Reduced |
| Herald Investment Management Ltd | 25,632 | $6.58M | 1.53% | 00.0% | Unchanged |
| Adirondack Trust Co | 25,588 | $6.57M | 3.52% | +239+0.9% | Added |
| Legato Capital Management LLC | 25,564 | $6.57M | 1.47% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 25,540 | $6.56M | 4.04% | +125+0.5% | Added |
| Kingfisher Capital LLC | 25,529 | $6.56M | 1.87% | +617+2.5% | Added |
| CNB Bank | 25,505 | $6.55M | 4.24% | +190+0.8% | Added |
| IMA Wealth, Inc. | 25,508 | $6.55M | 1.60% | +4,461+21.2% | Added |