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, 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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PAX Financial Group, LLC | 8,281 | $2.33M | 0.57% | −141−1.7% | Reduced |
| Madison Wealth Partners, Inc | 8,288 | $2.34M | 1.32% | +160+2.0% | Added |
| Fortress Wealth Group, LLC | 8,302 | $2.34M | 2.02% | +76+0.9% | Added |
| Engineers Gate Manager LP | 8,306 | $2.34M | 0.13% | +5,323+178.4% | Added |
| Bernzott Capital Advisors | 8,357 | $2.36M | 0.21% | −755−8.3% | Reduced |
| Gould Asset Management LLC | 8,360 | $2.36M | 0.73% | −1,524−15.4% | Reduced |
| JJJ Advisors Inc. | 8,409 | $2.37M | 0.84% | +961+12.9% | Added |
| Penobscot Wealth Management | 8,424 | $2.38M | 2.20% | −242−2.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 8,425 | $2.38M | 0.57% | +105+1.3% | Added |
| Ellenbecker Investment Group | 8,428 | $2.38M | 0.74% | +22+0.3% | Added |
| Asset Management Group, Inc. | 8,445 | $2.38M | 0.49% | +1,056+14.3% | Added |
| Landaas & Co | 8,468 | $2.39M | 1.37% | −499−5.6% | Reduced |
| Cowen Prime Advisors LLC | 8,475 | $2.39M | 0.89% | −400−4.5% | Reduced |
| Round Hill Asset Management | 8,494 | $2.40M | 1.20% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 8,494 | $2.40M | 1.41% | +1,287+17.9% | Added |
| Global Strategic Investment Solutions, LLC | 8,508 | $2.40M | 0.40% | +72+0.9% | Added |
| Purus Wealth Management, LLC | 8,527 | $2.40M | 1.66% | +188+2.3% | Added |
| Wellspring Financial Advisors, LLC | 8,526 | $2.40M | 0.72% | +409+5.0% | Added |
| High Note Wealth, LLC | 8,543 | $2.41M | 0.87% | −10.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 8,553 | $2.41M | 0.51% | +60+0.7% | Added |
| CMT Capital Markets Trading GmbH | 8,500 | $2.41M | 0.91% | +8,500 | New |
| Traverso Chambers Private Wealth Management, LLC | 8,583 | $2.42M | 0.75% | +9+0.1% | Added |
| D'Orazio & Associates, Inc. | 8,617 | $2.43M | 0.59% | +939+12.2% | Added |
| Tealwood Asset Management Inc | 8,625 | $2.43M | 0.98% | +8,625 | New |
| Advisory Services & Investments, LLC | 8,632 | $2.43M | 1.60% | +8,632 | New |
| Iron Financial, LLC | 8,659 | $2.44M | 1.17% | −1,626−15.8% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,666 | $2.44M | 0.74% | 00.0% | Unchanged |
| Clark Financial Advisors | 8,673 | $2.44M | 2.23% | −87−1.0% | Reduced |
| Northstar Group, Inc. | 8,703 | $2.45M | 0.64% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 8,709 | $2.46M | 0.65% | +77+0.9% | Added |
| Mosaic Family Wealth, LLC | 8,716 | $2.46M | 0.68% | −386−4.2% | Reduced |
| Magnolia Capital Management Ltd | 8,718 | $2.46M | 2.12% | +1,568+21.9% | Added |
| Horizon Kinetics Asset Management LLC | 8,736 | $2.46M | 0.06% | −157−1.8% | Reduced |
| Tortoise Investment Management, LLC | 8,737 | $2.46M | 0.50% | −16−0.2% | Reduced |
| Morris Retirement Advisors, LLC | 8,738 | $2.46M | 2.09% | +38+0.4% | Added |
| Lavaca Capital LLC | 8,745 | $2.46M | 1.24% | −93−1.1% | Reduced |
| Pointe Capital Management LLC | 8,747 | $2.47M | 1.71% | +212+2.5% | Added |
| Grant/GrossMendelsohn, LLC | 8,003 | $2.47M | 1.96% | −51−0.6% | Reduced |
| Criteria Caixa, S.A.U. | 8,750 | $2.47M | 0.35% | 00.0% | Unchanged |
| Loveless Wealth Management LLC | 8,749 | $2.47M | 1.50% | −560−6.0% | Reduced |
| Goodwin Daniel L | 8,774 | $2.47M | 1.15% | +847+10.7% | Added |
| Sterneck Capital Management, LLC | 8,792 | $2.48M | 1.58% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 8,794 | $2.48M | 2.20% | −98−1.1% | Reduced |
| Focused Wealth Management, Inc | 8,833 | $2.49M | 0.41% | +113+1.3% | Added |
| Eagle Bay Advisors LLC | 8,854 | $2.50M | 1.46% | −1,993−18.4% | Reduced |
| Krane Funds Advisors LLC | 8,857 | $2.50M | 0.05% | +6,724+315.2% | Added |
| Lumature Wealth Partners, LLC | 8,863 | $2.50M | 1.02% | +275+3.2% | Added |
| Alera Investment Advisors, LLC | 8,910 | $2.50M | 0.74% | −769−7.9% | Reduced |
| Sharkey, Howes & Javer | 8,914 | $2.51M | 0.65% | +446+5.3% | Added |
| O'Brien Greene & Co. Inc | 8,935 | $2.52M | 0.92% | +18+0.2% | Added |
| Orrstown Financial Services Inc | 8,937 | $2.52M | 3.99% | −917−9.3% | Reduced |
| David R. Rahn & Associates Inc. | 8,959 | $2.53M | 1.42% | +5,558+163.4% | Added |
| Ellis Investment Partners, LLC | 8,974 | $2.53M | 0.64% | +132+1.5% | Added |
| Regal Wealth Group, Inc. | 9,019 | $2.54M | 1.53% | −17−0.2% | Reduced |
| Paradigm Asset Management Co LLC | 9,025 | $2.54M | 0.70% | −1,100−10.9% | Reduced |
| Indie Asset Partners, LLC | 9,049 | $2.55M | 2.07% | +3,184+54.3% | Added |
| Rede Wealth, LLC | 9,068 | $2.56M | 1.36% | +552+6.5% | Added |
| HT Partners LLC | 9,092 | $2.56M | 0.78% | −5−0.1% | Reduced |
| Red Wave Investments LLC | 9,121 | $2.57M | 0.93% | −82−0.9% | Reduced |
| Oliver Luxxe Assets LLC | 9,125 | $2.57M | 0.71% | +192+2.1% | Added |
| Plaisance Capital LLC | 9,128 | $2.57M | 2.63% | +9,128 | New |
| Grace & White Inc | 9,150 | $2.58M | 0.49% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 9,156 | $2.58M | 1.44% | +15+0.2% | Added |
| Pinnacle Family Advisors, LLC | 9,198 | $2.59M | 1.16% | −1,688−15.5% | Reduced |
| Sowa Financial Group, Inc. | 9,203 | $2.60M | 1.68% | −24−0.3% | Reduced |
| Towercrest Capital Management | 9,235 | $2.60M | 0.49% | +427+4.8% | Added |
| Grand Central Investment Group | 9,241 | $2.60M | 3.45% | −1,366−12.9% | Reduced |
| Threadgill Financial, LLC | 8,893 | $2.61M | 2.17% | +8,893 | New |
| 1776 Wealth LLC | 9,256 | $2.61M | 1.49% | −1,652−15.1% | Reduced |
| West Chester Capital Advisors, Inc | 9,266 | $2.61M | 2.01% | +27+0.3% | Added |
| Rosenberg Matthew Hamilton | 9,268 | $2.61M | 1.03% | +1,896+25.7% | Added |
| blooom, inc. | 9,312 | $2.63M | 2.18% | −478−4.9% | Reduced |
| Merrion Investment Management Co, LLC | 9,316 | $2.63M | 2.00% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 7,814 | $2.63M | 1.45% | +7,814 | New |
| Vista Wealth Management Group, LLC | 9,350 | $2.64M | 0.48% | +316+3.5% | Added |
| Acima Private Wealth, LLC | 9,360 | $2.64M | 1.21% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 9,387 | $2.65M | 1.07% | −4,361−31.7% | Reduced |
| Mezzasalma Advisors, LLC | 9,390 | $2.65M | 1.49% | +499+5.6% | Added |
| Redhawk Wealth Advisors, Inc. | 9,412 | $2.65M | 0.73% | −6,674−41.5% | Reduced |
| Duality Advisers, LP | 9,431 | $2.66M | 0.20% | +9,431 | New |
| Garrett Investment Advisors LLC | 9,446 | $2.66M | 0.87% | +1,093+13.1% | Added |
| Arvest Bank Trust Division | 9,448 | $2.66M | 0.15% | −734−7.2% | Reduced |
| Doheny Asset Management | 9,464 | $2.67M | 1.91% | −100−1.0% | Reduced |
| CenterStar Asset Management, LLC | – | $2.67M | 2.08% | – | – |
| VERITY Wealth Advisors | 9,476 | $2.67M | 2.39% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 9,475 | $2.67M | 0.52% | +482+5.4% | Added |
| Accretive Wealth Partners, LLC | 9,495 | $2.68M | 1.89% | +102+1.1% | Added |
| Frank, Rimerman Advisors LLC | 9,498 | $2.68M | 1.03% | −1,241−11.6% | Reduced |
| Advisory Alpha, LLC | 9,520 | $2.68M | 0.19% | +577+6.5% | Added |
| Gilman Hill Asset Management, LLC | 9,520 | $2.68M | 0.69% | +652+7.4% | Added |
| Measured Wealth Private Client Group, LLC | 9,526 | $2.69M | 1.03% | −1,048−9.9% | Reduced |
| Members Capital Advisors Inc | 9,555 | $2.69M | 1.46% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 9,568 | $2.70M | 2.44% | +500+5.5% | Added |
| R.P. Boggs & Co. | 9,579 | $2.70M | 1.70% | −10,634−52.6% | Reduced |
| BigSur Wealth Management LLC | 9,606 | $2.71M | 1.22% | −1,095−10.2% | Reduced |
| Verity Asset Management, Inc. | 9,621 | $2.71M | 1.76% | −1,085−10.1% | Reduced |
| Legacy Bridge, LLC | 9,630 | $2.71M | 1.57% | −763−7.3% | Reduced |
| Redmond Asset Management, LLC | 9,641 | $2.72M | 0.85% | +68+0.7% | Added |
| TMD Wealth Management, LLC | 9,644 | $2.72M | 1.14% | +18+0.2% | Added |
| Access Financial Services, Inc. | 9,649 | $2.72M | 1.23% | −62−0.6% | Reduced |