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 |
|---|---|---|---|---|---|
| Benchmark Financial Wealth Advisors, LLC | 9,656 | $2.72M | 1.29% | +73+0.8% | Added |
| Titus Wealth Management | 9,707 | $2.73M | 1.44% | +82+0.9% | Added |
| TSFG, LLC | 9,720 | $2.74M | 1.07% | +307+3.3% | Added |
| Abacus Wealth Partners, LLC | 9,823 | $2.77M | 1.02% | −44−0.4% | Reduced |
| Rbo & Co LLC | 9,835 | $2.77M | 0.49% | 00.0% | Unchanged |
| MJP Associates Inc | 9,841 | $2.77M | 0.94% | +181+1.9% | Added |
| Omnia Family Wealth, LLC | 9,866 | $2.78M | 1.91% | +436+4.6% | Added |
| Indiana Trust & Investment Management CO | 9,876 | $2.78M | 1.40% | −1,328−11.9% | Reduced |
| Element Pointe Advisors, LLC | 9,895 | $2.79M | 0.94% | −3,932−28.4% | Reduced |
| Garner Asset Management Corp | 9,907 | $2.79M | 1.31% | +32+0.3% | Added |
| Harfst & Associates, Inc. | 9,955 | $2.81M | 0.78% | +106+1.1% | Added |
| Lumbard & Kellner, LLC | 9,989 | $2.82M | 1.10% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 9,999 | $2.82M | 0.41% | +7,979+395.0% | Added |
| Flaharty Asset Management, LLC | 10,041 | $2.83M | 0.58% | +621+6.6% | Added |
| St. Johns Investment Management Company, LLC | 10,082 | $2.84M | 1.56% | −167−1.6% | Reduced |
| Legacy Financial Group LLC | 10,089 | $2.84M | 0.85% | −923−8.4% | Reduced |
| Woodard & Co Asset Management Group Inc | 10,096 | $2.85M | 1.76% | −1,631−13.9% | Reduced |
| Prentiss Smith & Co Inc | 10,096 | $2.85M | 1.44% | −180−1.8% | Reduced |
| Great Point Wealth Advisors, LLC | 10,108 | $2.85M | 0.98% | −203−2.0% | Reduced |
| HITE Hedge Asset Management LLC | 10,112 | $2.85M | 0.36% | 00.0% | Unchanged |
| Rock Creek Group, LP | 10,115 | $2.85M | 0.48% | −5,275−34.3% | Reduced |
| Diker Management LLC | 10,139 | $2.86M | 1.47% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 10,155 | $2.86M | 0.52% | −473−4.5% | Reduced |
| Neumann Capital Management, LLC | 10,167 | $2.87M | 1.29% | −450−4.2% | Reduced |
| G&S Capital LLC | 10,208 | $2.88M | 1.58% | −650−6.0% | Reduced |
| Delta Capital Management LLC | 10,210 | $2.88M | 1.79% | −10−0.1% | Reduced |
| Harbor Advisory Corp | 10,279 | $2.90M | 1.26% | +700+7.3% | Added |
| Pecaut & Co. | 10,283 | $2.90M | 1.73% | −1,372−11.8% | Reduced |
| Autus Asset Management, LLC | 10,310 | $2.91M | 0.32% | +1,148+12.5% | Added |
| Sandhill Capital Partners LLC | 10,315 | $2.91M | 0.23% | +220+2.2% | Added |
| Five Oceans Advisors | 10,316 | $2.91M | 3.36% | +10,316 | New |
| Fiduciary Planning LLC | 10,325 | $2.91M | 1.55% | −193−1.8% | Reduced |
| Colrain Capital LLC | 10,345 | $2.92M | 5.46% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 10,345 | $2.92M | 0.98% | −158−1.5% | Reduced |
| Nellore Capital Management LLC | 10,350 | $2.92M | 0.71% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 10,368 | $2.92M | 1.90% | −226−2.1% | Reduced |
| One + One Wealth Management, LLC | 10,384 | $2.93M | 2.11% | −132−1.3% | Reduced |
| Clearview Wealth Advisors LLC | 10,385 | $2.93M | 1.85% | +352+3.5% | Added |
| MA Private Wealth | 10,399 | $2.93M | 0.58% | +15+0.1% | Added |
| QP Wealth Management, LLC | 10,427 | $2.94M | 3.15% | −153−1.4% | Reduced |
| Tectonic Advisors LLC | 10,468 | $2.95M | 0.58% | −2,452−19.0% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 10,470 | $2.95M | 1.24% | −126−1.2% | Reduced |
| Hexagon Capital Partners LLC | 10,516 | $2.96M | 0.86% | −39−0.4% | Reduced |
| United Services Automobile Association | 10,519 | $2.97M | 0.05% | −3,492−24.9% | Reduced |
| Ballast, Inc. | 10,523 | $2.97M | 1.25% | +21+0.2% | Added |
| Investors Financial Group, LLC | 10,540 | $2.97M | 1.57% | −280−2.6% | Reduced |
| WealthBridge Investment Counsel Inc. | 10,557 | $2.98M | 1.34% | +650+6.6% | Added |
| East Coast Asset Management, LLC. | 10,579 | $2.98M | 0.70% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 10,591 | $2.99M | 2.28% | −217−2.0% | Reduced |
| Eads & Heald Wealth Management | 10,598 | $2.99M | 1.44% | −578−5.2% | Reduced |
| XTX Topco Ltd | 10,609 | $2.99M | 1.00% | +10,609 | New |
| Oak Family Advisors, LLC | 10,614 | $2.99M | 1.58% | +935+9.7% | Added |
| Susquehanna International Group Ltd. | 10,615 | $2.99M | 0.72% | +6,028+131.4% | Added |
| Eidelman Virant Capital | 10,539 | $3.00M | 1.16% | −209−1.9% | Reduced |
| Oxford Financial Group Ltd | 10,645 | $3.00M | 0.38% | +306+3.0% | Added |
| Kerntke Otto McGlone Wealth Management Group | 10,653 | $3.00M | 8.95% | −9,573−47.3% | Reduced |
| Shorepoint Capital Partners LLC | 10,655 | $3.00M | 1.35% | +10,655 | New |
| Peoples Bank | 10,660 | $3.00M | 1.60% | −462−4.2% | Reduced |
| USA Financial Portformulas Corp | 10,670 | $3.01M | 2.69% | +10,619+20,821.6% | Added |
| Renasant Bank | 10,696 | $3.02M | 2.39% | +426+4.1% | Added |
| Gyroscope Capital Management Group, LLC | 10,702 | $3.02M | 1.14% | −751−6.6% | Reduced |
| Prostatis Group LLC | 10,706 | $3.02M | 1.80% | +553+5.4% | Added |
| Summit Financial Wealth Advisors, LLC | 10,731 | $3.02M | 0.69% | +710+7.1% | Added |
| KWB Wealth | 10,744 | $3.03M | 0.54% | +431+4.2% | Added |
| American Institute for Advanced Investment Management, LLP | 10,746 | $3.03M | 2.15% | −23−0.2% | Reduced |
| NWK Group, Inc. | 10,773 | $3.04M | 1.21% | +1,001+10.2% | Added |
| KC Investment Advisors, LLC | 10,784 | $3.04M | 2.45% | +177+1.7% | Added |
| Private Capital Management LLC | 10,787 | $3.04M | 1.24% | +813+8.2% | Added |
| Atlas Private Wealth Advisors | 10,805 | $3.05M | 1.59% | −62−0.6% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 10,814 | $3.05M | 0.81% | −2,048−15.9% | Reduced |
| Botty Investors LLC | 10,813 | $3.05M | 0.91% | +10,813 | New |
| Palisades Hudson Asset Management, L.P. | 10,815 | $3.05M | 1.39% | +80+0.7% | Added |
| Arbor Investment Advisors, LLC | 10,883 | $3.07M | 0.62% | −97−0.9% | Reduced |
| Verus Financial Partners, Inc. | 10,000 | $3.07M | 0.46% | +72+0.7% | Added |
| Bouchey Financial Group Ltd | 10,964 | $3.09M | 0.43% | +1,082+10.9% | Added |
| Everhart Financial Group, Inc. | 10,975 | $3.09M | 2.12% | +1,188+12.1% | Added |
| Copperleaf Capital, LLC | 10,980 | $3.10M | 2.98% | −404−3.5% | Reduced |
| Argus Investors' Counsel, Inc. | 10,985 | $3.10M | 2.03% | −8,807−44.5% | Reduced |
| Kingstown Capital Management L.P. | 11,000 | $3.10M | 3.10% | −14,000−56.0% | Reduced |
| Sloy Dahl & Holst, LLC | 11,003 | $3.10M | 0.66% | +1,831+20.0% | Added |
| Gradient Capital Advisors, LLC | 11,044 | $3.11M | 1.43% | −628−5.4% | Reduced |
| Alesco Advisors LLC | 11,044 | $3.11M | 0.11% | −65−0.6% | Reduced |
| Kalos Management, Inc. | 9,298 | $3.12M | 0.88% | +1,350+17.0% | Added |
| Fluent Financial, LLC | 11,063 | $3.12M | 1.33% | −502−4.3% | Reduced |
| Truvestments Capital LLC | 11,079 | $3.12M | 1.72% | +107+1.0% | Added |
| Colonial River Wealth Management, LLC | 10,172 | $3.13M | 2.20% | −1,186−10.4% | Reduced |
| Caliber Wealth Management, LLC | 10,172 | $3.13M | 2.20% | +50+0.5% | Added |
| Centric Wealth Management | 11,095 | $3.13M | 1.15% | +8+0.1% | Added |
| Lehman & Derafelo Financial Resources LLC | 11,126 | $3.14M | 1.02% | −721−6.1% | Reduced |
| First Dallas Securities Inc. | 11,127 | $3.14M | 2.17% | +757+7.3% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 11,130 | $3.14M | 2.47% | +11,130 | New |
| Howard Financial Services, Ltd. | 11,162 | $3.15M | 1.18% | +125+1.1% | Added |
| Ocean Capital Management, LLC | 11,135 | $3.16M | 1.38% | +86+0.8% | Added |
| Semmax Financial Advisors Inc. | 11,227 | $3.17M | 1.09% | −1,071−8.7% | Reduced |
| Cypress Wealth Services, LLC | 11,264 | $3.17M | 0.95% | −3,486−23.6% | Reduced |
| Old North State Trust, LLC | 11,261 | $3.17M | 2.83% | +144+1.3% | Added |
| Ahrens Investment Partners LLC | 11,263 | $3.17M | 1.52% | +644+6.1% | Added |
| Mason Investment Advisory Services, Inc. | 11,274 | $3.18M | 0.33% | −234−2.0% | Reduced |
| Redwood Investment Management, LLC | 11,300 | $3.19M | 0.45% | −501−4.2% | Reduced |
| Ballast Advisors LLC | 11,310 | $3.19M | 1.33% | +657+6.2% | Added |