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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Costello Asset Management, INC | 25,500 | $6.55M | 5.66% | −1,169−4.4% | Reduced |
| Financial Advisory Service, Inc. | 25,489 | $6.55M | 0.69% | +2,210+9.5% | Added |
| Horizon Investment Services, LLC | 25,470 | $6.54M | 4.33% | −972−3.7% | Reduced |
| Colony Family Offices, LLC | 25,435 | $6.53M | 2.96% | +25,435 | New |
| Andra AP-fonden | 25,400 | $6.52M | 0.19% | +25,400 | New |
| Boyer & Corporon Wealth Management, LLC | 25,389 | $6.52M | 2.23% | −48−0.2% | Reduced |
| Platte River Wealth Advisors, LLC | 25,368 | $6.51M | 2.82% | +60+0.2% | Added |
| Evanson Asset Management, LLC | 25,302 | $6.50M | 0.74% | −2,679−9.6% | Reduced |
| TCWP LLC | 25,290 | $6.50M | 1.38% | +220+0.9% | Added |
| Coulter & Justus Financial Services, LLC | 25,279 | $6.49M | 5.22% | +25,279 | New |
| Asset Management Corp | 25,232 | $6.48M | 4.84% | +419+1.7% | Added |
| Investment Partners, Ltd. | 25,213 | $6.47M | 3.16% | −265−1.0% | Reduced |
| Beecher Investors Inc | 25,196 | $6.47M | 9.36% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 25,195 | $6.47M | 4.78% | +25,195 | New |
| Banco de Sabadell, S.A | 25,169 | $6.46M | 5.43% | −6,172−19.7% | Reduced |
| Lee Financial Co | 25,102 | $6.45M | 1.18% | +811+3.3% | Added |
| Kapitalo Investimentos Ltda | 25,042 | $6.43M | 4.26% | −16,200−39.3% | Reduced |
| Probity Advisors, Inc. | 25,013 | $6.42M | 1.49% | +175+0.7% | Added |
| Harbor Advisors LLC | 25,000 | $6.42M | 1.56% | 00.0% | Unchanged |
| Essex Savings Bank | 24,980 | $6.42M | 2.45% | −370−1.5% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 24,899 | $6.39M | 0.48% | −156−0.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 24,841 | $6.38M | 1.07% | −2,280−8.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 24,840 | $6.38M | 2.13% | −128−0.5% | Reduced |
| Redwood Investments, LLC | 24,829 | $6.38M | 0.71% | −1,084−4.2% | Reduced |
| First Trust Bank, Ltd. | 24,798 | $6.37M | 9.37% | −4,800−16.2% | Reduced |
| Principal Street Partners, LLC | 24,796 | $6.37M | 1.65% | −1,133−4.4% | Reduced |
| Poehling Capital Management, LLC | 24,793 | $6.37M | 2.40% | −614−2.4% | Reduced |
| Darwin Advisors, LLC | 23,142 | $6.36M | 1.29% | −779−3.3% | Reduced |
| Manchester Capital Management LLC | 24,750 | $6.36M | 1.09% | +2,324+10.4% | Added |
| Handelsinvest Investeringsforvaltning | 24,742 | $6.35M | 0.94% | −5,261−17.5% | Reduced |
| Sutton Wealth Advisors Inc. | 24,740 | $6.35M | 2.52% | +236+1.0% | Added |
| SPC Financial, Inc. | 24,731 | $6.35M | 0.78% | −1,676−6.3% | Reduced |
| Klingman & Associates, LLC | 24,725 | $6.35M | 0.62% | −343−1.4% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 24,720 | $6.35M | 6.99% | +323+1.3% | Added |
| Solstein Capital, LLC | 24,695 | $6.34M | 4.86% | +44+0.2% | Added |
| Stableford Capital II LLC | 22,413 | $6.34M | 2.93% | −1,121−4.8% | Reduced |
| Trinity Legacy Partners, LLC | 23,968 | $6.34M | 2.46% | −765−3.1% | Reduced |
| O'Brien Greene & Co. Inc | 24,669 | $6.34M | 2.39% | +938+4.0% | Added |
| Valley Brook Capital Group | 24,580 | $6.31M | 6.51% | −317−1.3% | Reduced |
| Pinnacle Bancorp, Inc. | 24,578 | $6.31M | 2.60% | +975+4.1% | Added |
| Audent Global Asset Management, LLC | 24,503 | $6.29M | 5.66% | −7,481−23.4% | Reduced |
| FWL Investment Management, LLC | 24,502 | $6.29M | 4.57% | −1,002−3.9% | Reduced |
| Laffer Tengler Investments | 24,437 | $6.28M | 2.20% | +1,698+7.5% | Added |
| Morris Capital Advisors, LLC | 24,434 | $6.28M | 5.60% | +297+1.2% | Added |
| J. Goldman & Co LP | 24,361 | $6.26M | 0.49% | +24,361 | New |
| Guinness Atkinson Asset Management Inc | 24,354 | $6.25M | 3.65% | −2,070−7.8% | Reduced |
| Wambolt & Associates, LLC | 24,347 | $6.25M | 2.51% | +208+0.9% | Added |
| Lindenwold Advisors | 24,320 | $6.25M | 4.44% | +465+1.9% | Added |
| Signet Investment Advisory Group, Inc. | 24,304 | $6.24M | 4.33% | −1,118−4.4% | Reduced |
| Trust Investment Advisors | 24,300 | $6.24M | 6.00% | −1,181−4.6% | Reduced |
| MCF Advisors LLC | 24,287 | $6.24M | 0.66% | +3,513+16.9% | Added |
| Studio Investment Management LLC | 24,260 | $6.23M | 2.16% | +107+0.4% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 24,258 | $6.23M | 2.55% | +805+3.4% | Added |
| Encompass Wealth Advisors, LLC | 24,237 | $6.22M | 2.20% | −2,772−10.3% | Reduced |
| Providence Wealth Advisors, LLC | 23,531 | $6.22M | 4.49% | +392+1.7% | Added |
| Ayrshire Capital Management LLC | 24,217 | $6.22M | 4.40% | −580−2.3% | Reduced |
| Dorchester Wealth Management Co | 24,219 | $6.22M | 1.24% | +16,344+207.5% | Added |
| RPg Family Wealth Advisory, LLC | 24,162 | $6.21M | 3.70% | −68−0.3% | Reduced |
| Aquatic Capital Management LLC | 24,100 | $6.19M | 2.02% | +24,100 | New |
| HBW Advisory Services LLC | 24,097 | $6.19M | 1.67% | +6,209+34.7% | Added |
| Trail Ridge Investment Advisors, LLC | 24,062 | $6.18M | 4.19% | +795+3.4% | Added |
| Exane Derivatives | 24,041 | $6.17M | 3.55% | −3,983−14.2% | Reduced |
| Telos Capital Management, Inc. | 24,014 | $6.17M | 0.94% | +1,478+6.6% | Added |
| Spirit of America Management Corp | 23,939 | $6.15M | 1.40% | −1,600−6.3% | Reduced |
| Riverpark Capital Management LLC | 23,936 | $6.15M | 5.11% | −1,357−5.4% | Reduced |
| Ar Asset Management Inc | 23,904 | $6.14M | 1.73% | +160+0.7% | Added |
| Westwood Wealth Management | 23,841 | $6.12M | 7.07% | −5,925−19.9% | Reduced |
| Fairfield Financial Advisors, LTD | 23,836 | $6.12M | 2.83% | −1,414−5.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 23,830 | $6.12M | 5.71% | +273+1.2% | Added |
| McDonough Capital Management, Inc | 23,770 | $6.11M | 6.75% | −242−1.0% | Reduced |
| Mount Vernon Associates Inc | 23,772 | $6.11M | 7.44% | +150+0.6% | Added |
| AO Asset Management, LP | 23,755 | $6.10M | 4.21% | −56,555−70.4% | Reduced |
| Beaumont Asset Management, L.L.C. | 23,742 | $6.10M | 4.61% | −2,436−9.3% | Reduced |
| Moseley Investment Management Inc | 23,733 | $6.09M | 4.25% | +2,566+12.1% | Added |
| Annandale Capital, LLC | 23,706 | $6.09M | 2.41% | −39−0.2% | Reduced |
| TBH Global Asset Management, LLC | 23,661 | $6.08M | 1.44% | +244+1.0% | Added |
| Vivaldi Capital Management, LLC | 23,642 | $6.07M | 1.58% | +3,093+15.1% | Added |
| Affinity Investment Advisors, LLC | 23,579 | $6.06M | 2.95% | −793−3.3% | Reduced |
| All Terrain Financial Advisors, LLC | 23,571 | $6.05M | 3.11% | −112−0.5% | Reduced |
| GYL Financial Synergies, LLC | 23,574 | $6.05M | 1.65% | +2,853+13.8% | Added |
| Byrne Asset Management LLC | 23,556 | $6.05M | 4.47% | −277−1.2% | Reduced |
| Kercheville Advisors, LLC | 23,548 | $6.05M | 3.97% | −2,633−10.1% | Reduced |
| Transatlantique Private Wealth LLC | 23,521 | $6.04M | 4.21% | +23,521 | New |
| Optas, LLC | 23,506 | $6.04M | 2.47% | +599+2.6% | Added |
| AMJ Financial Wealth Management | 23,507 | $6.04M | 5.14% | −28,207−54.5% | Reduced |
| Winning Points Advisors, LLC | 23,487 | $6.04M | 6.63% | −2,623−10.0% | Reduced |
| Advisor OS, LLC | 23,503 | $6.04M | 1.76% | +1,650+7.6% | Added |
| GoalVest Advisory LLC | 22,884 | $6.01M | 3.81% | +499+2.2% | Added |
| Private Ocean, LLC | 23,418 | $6.01M | 0.93% | −963−3.9% | Reduced |
| Warren Averett Asset Management, LLC | 23,347 | $6.00M | 0.55% | +7,793+50.1% | Added |
| Concord Wealth Partners | 23,253 | $5.97M | 1.64% | +3,461+17.5% | Added |
| HBC Financial Services, PLLC | 22,253 | $5.97M | 4.73% | −5,931−21.0% | Reduced |
| Duality Advisers, LP | 23,245 | $5.97M | 0.59% | +23,245 | New |
| Intellectus Partners, LLC | 23,226 | $5.96M | 2.05% | +306+1.3% | Added |
| Crown Wealth Group, LLC | 23,156 | $5.95M | 5.39% | −685−2.9% | Reduced |
| Stolper Co | 23,154 | $5.95M | 2.79% | −99−0.4% | Reduced |
| Alcosta Capital Management, Inc. | 23,151 | $5.95M | 5.66% | −49−0.2% | Reduced |
| Townsend Asset Management Corp | 23,128 | $5.94M | 3.07% | −263−1.1% | Reduced |
| Gateway Advisory, LLC | 23,115 | $5.94M | 2.53% | −487−2.1% | Reduced |
| NWK Group, Inc. | 23,096 | $5.93M | 4.00% | +159+0.7% | Added |