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Livermore
ZHEN

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; 6,247 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, Q3 2021

Institutional positions in Microsoft Corp as of Sep 30, 2021. 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
4,035
+97 vs. Q2 2021
Shares held
5.28B
+3.75M (+0.1%) vs. Q2 2021
Total value
$1.49T
+$59.8B (+4.2%) vs. Q2 2021
New holders
161
1,634 more added
Sold out
64
1,883 more reduced

51 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: 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.

Institutional holdersQ3 2021: 4,035 institutions
Q1 2021: 4,005 institutionsQ2 2021: 3,989 institutionsQ3 2021: 4,035 institutionsQ4 2021: 4,553 institutionsQ1 2022: 4,549 institutionsQ2 2022: 4,515 institutionsQ3 2022: 4,508 institutionsQ4 2022: 4,679 institutionsQ1 2023: 4,717 institutionsQ2 2023: 4,815 institutionsQ3 2023: 4,861 institutionsQ4 2023: 5,216 institutionsQ1 2024: 5,240 institutionsQ2 2024: 5,269 institutionsQ3 2024: 5,301 institutionsQ4 2024: 5,876 institutionsQ1 2025: 5,776 institutionsQ2 2025: 5,828 institutionsQ3 2025: 5,865 institutionsQ4 2025: 6,329 institutionsQ1 2026: 6,237 institutionsQ2 2026: 6,247 institutions
Value heldQ3 2021: $1.49T
Q1 2021: $1.26TQ2 2021: $1.43TQ3 2021: $1.49TQ4 2021: $1.77TQ1 2022: $1.61TQ2 2022: $1.34TQ3 2022: $1.23TQ4 2022: $1.27TQ1 2023: $1.52TQ2 2023: $1.79TQ3 2023: $1.66TQ4 2023: $1.99TQ1 2024: $2.23TQ2 2024: $2.37TQ3 2024: $2.27TQ4 2024: $2.26TQ1 2025: $2.01TQ2 2025: $2.67TQ3 2025: $2.76TQ4 2025: $2.66TQ1 2026: $1.99TQ2 2026: $2.05T
Institutions holding MSFT and their total value by quarter
QuarterHoldersValue
Q2 20266,247$2.05T
Q1 20266,237$1.99T
Q4 20256,329$2.66T
Q3 20255,865$2.76T
Q2 20255,828$2.67T
Q1 20255,776$2.01T
Q4 20245,876$2.26T
Q3 20245,301$2.27T
Q2 20245,269$2.37T
Q1 20245,240$2.23T
Q4 20235,216$1.99T
Q3 20234,861$1.66T
Q2 20234,815$1.79T
Q1 20234,717$1.52T
Q4 20224,679$1.27T
Q3 20224,508$1.23T
Q2 20224,515$1.34T
Q1 20224,549$1.61T
Q4 20214,553$1.77T
Q3 20214,035$1.49T
Q2 20213,989$1.43T
Q1 20214,005$1.26T

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q2 2021.

Institutions holding MSFT in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Gleason Group, Inc.2$1.00K0.00%00.0%Unchanged
Tfo-TDC, LLC3$1.00K0.00%+2+200.0%Added
Berkshire Capital Holdings Inc10$3.00K0.00%−95,590−100.0%Reduced
Cardinal Capital Management, Inc.21$6.00K0.00%+21New
Belmont Capital, LLC22$6.00K0.00%+22New
Saban Cheryl24$7.00K1.16%00.0%Unchanged
Turim 21 Investimentos Ltda.31$9.00K0.00%00.0%Unchanged
Cordant, Inc.38$11.0K0.01%+38New
Navigation Wealth Management, Inc.36$11.0K0.07%+36New
Advocacy Wealth Management Services, LLC51$14.0K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC47$14.0K0.00%00.0%Unchanged
Hanseatic Management Services Inc71$20.0K0.03%+71New
Globeflex Capital L P76$21.0K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC110$31.0K0.02%00.0%Unchanged
Danda Trouve Investment Management, Inc.131$37.0K0.04%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.152$43.0K0.02%00.0%Unchanged
Hussman Strategic Advisors, Inc.155$44.0K0.01%−395−71.8%Reduced
Wealthstreet Investment Advisors, LLC158$45.0K1.24%−236−59.9%Reduced
Wells Financial Advisors INC170$48.0K0.04%00.0%Unchanged
McCarthy Grittinger Financial Group, LLC210$59.2K0.02%+18+9.4%Added
Artemis Wealth Advisors, LLC221$62.0K0.01%00.0%Unchanged
Dark Forest Capital Management LP253$71.0K0.03%+253New
Syverson Strege & Co256$72.0K0.06%+256New
Beutel, Goodman & Co Ltd.261$73.0K0.00%+261New
Estate Counselors, LLC274$77.0K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC291$82.0K0.05%−42−12.6%Reduced
MKD Wealth Coaches, LLC300$85.0K0.13%00.0%Unchanged
IAG Wealth Partners, LLC299$85.0K0.03%00.0%Unchanged
Alpha Paradigm Partners, LLC322$91.0K0.04%+322New
John W. Brooker & Co., CPAs329$93.0K0.05%−55−14.3%Reduced
Newfound Research LLC355$100.0K0.16%+22+6.6%Added
Strategic Point Investment Advisors, LLC404$114.0K0.03%00.0%Unchanged
First Command Advisory Services, Inc.463$127.0K0.00%+463New
Barnett & Company, Inc.490$138.0K0.10%−445−47.6%Reduced
Roth Financial Partners LLC500$141.0K0.11%00.0%Unchanged
Bay Harbor Wealth Management, LLC505$142.0K0.06%+1+0.2%Added
MayTech Global Investments, LLC547$154.0K0.03%+22+4.2%Added
Cypress Point Wealth Management, LLC552$156.0K0.11%−2,315−80.7%Reduced
Strategic Asset Management, LLC570$168.0K0.24%+570New
Cutler Capital Management, LLC600$169.0K0.06%00.0%Unchanged
Savior LLC608$172.0K0.18%−2,677−81.5%Reduced
Clear Perspectives Financial Planning, LLC614$173.0K0.08%00.0%Unchanged
Advanced Research Investment Solutions, LLC639$180.1K0.09%+576+914.3%Added
Standard Family Office LLC650$183.0K0.05%−17,569−96.4%Reduced
Your Advocates Ltd., LLP656$185.0K0.12%−739−53.0%Reduced
Lake Point Wealth Management666$188.0K0.09%+69+11.6%Added
Fure Financial Corp696$196.0K0.14%+696New
FAI Wealth Management726$204.0K0.18%00.0%Unchanged
Portland Hill Asset Management Ltd731$206.0K0.14%00.0%Unchanged
Centered Wealth LLC dba Miller Equity Capital Advisors736$207.0K0.20%+736New
Seven Post Investment Office LP737$208.0K0.06%00.0%Unchanged
O'Keefe Stevens Advisory, Inc.739$208.0K0.11%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co739$208.0K0.12%+739New
Solitude Financial Services747$211.0K0.15%+747New
SWS Partners757$213.0K0.13%+1+0.1%Added
Harborview Advisors, LLC761$215.0K0.12%00.0%Unchanged
Peak Financial Advisors LLC785$221.0K0.19%+785New
J Arnold Wealth Management Co798$225.0K0.11%+1+0.1%Added
Goodman Financial Corp800$226.0K0.06%00.0%Unchanged
Keywise Capital Management (HK) Ltd800$226.0K0.09%00.0%Unchanged
MANA Advisors LLC803$226.0K7.38%+803New
Halpern Financial, Inc.803$226.4K0.10%+315+64.5%Added
GenWealth Group, Inc.807$228.0K0.07%00.0%Unchanged
Private Wealth Advisors694$229.0K0.07%+694New
Goodwin Investment Advisory819$231.0K0.22%+819New
Atwater Malick LLC828$233.0K0.12%+61+8.0%Added
Hatton Consulting, Inc.839$237.0K0.18%00.0%Unchanged
New Harbor Financial Group, LLC850$239.0K0.17%00.0%Unchanged
Hillcrest Wealth Advisors - NY, LLC858$242.0K0.14%−63−6.8%Reduced
Wakefield Asset Management LLLP865$244.0K0.09%+865New
Kendall Capital Management869$245.0K0.13%+86+11.0%Added
Valley Forge Investment Consultants Inc Adv879$248.0K0.13%−292−24.9%Reduced
Asset Planning Services, Ltd.887$250.0K0.12%+2+0.2%Added
Jacobson & Schmitt Advisors, LLC893$252.0K0.07%00.0%Unchanged
Gainplan LLC901$252.0K0.11%+901New
Integrated Capital Management, Inc.900$253.0K0.21%00.0%Unchanged
LPWM LLC878$254.0K0.15%−156−15.1%Reduced
Leith Wheeler Investment Counsel Ltd.900$254.0K0.04%+900New
Prudent Investors Network905$255.0K0.13%+60+7.1%Added
Crabel Capital Management, LLC905$255.0K0.08%+905New
RGT Wealth Advisors, LLC905$255.0K0.05%+905New
Briaud Financial Planning, Inc913$257.0K0.17%−170−15.7%Reduced
TimesSquare Capital Management, LLC920$259.0K0.00%−6,120−86.9%Reduced
Greylin Investment Mangement Inc925$261.0K0.05%00.0%Unchanged
Wade Financial Advisory, Inc926$261.0K0.15%+103+12.5%Added
Garrett Wealth Advisory Group, LLC936$264.0K0.17%+48+5.4%Added
Johnson Midwest Financial, LLC941$265.0K0.22%+36+4.0%Added
Sanchez Wealth Management Group942$266.0K0.12%+1+0.1%Added
Robinson Value Management, Ltd.942$266.0K0.24%+942New
Terril Brothers, Inc.950$268.0K0.07%00.0%Unchanged
Tanglewood Wealth Management, Inc.950$268.0K0.05%00.0%Unchanged
1492 Capital Management LLC957$270.0K0.14%−53−5.2%Reduced
Total Wealth Planning, LLC959$270.0K0.10%−18−1.8%Reduced
Skylands Capital, LLC960$271.0K0.03%−1,415−59.6%Reduced
Tucker Asset Management LLC822$272.6K0.10%+325+65.4%Added
Compass Financial Group, Inc.975$275.0K0.15%00.0%Unchanged
MorganRosel Wealth Management, LLC980$276.0K0.15%00.0%Unchanged
Capital Bank & Trust Co982$277.0K9.36%−1,226,914−99.9%Reduced
Laurel Wealth Planning LLC982$277.0K0.22%+295+42.9%Added
HFR Wealth Management, LLC989$279.0K0.08%−180−15.4%Reduced