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 |
|---|---|---|---|---|---|
| Syntal Capital Partners, LLC | 11,319 | $3.19M | 1.10% | −530−4.5% | Reduced |
| DRW Securities, LLC | 11,333 | $3.19M | 0.94% | −8,541−43.0% | Reduced |
| Sierra Capital LLC | 11,346 | $3.20M | 0.54% | +10.0% | Added |
| Riverview Trust Co | 11,354 | $3.20M | 3.39% | +100+0.9% | Added |
| Monterey Private Wealth, Inc. | 11,141 | $3.22M | 1.81% | −34−0.3% | Reduced |
| Seelaus Asset Management LLC | 11,422 | $3.22M | 1.88% | +500+4.6% | Added |
| Smith Shellnut Wilson LLC | 11,451 | $3.23M | 1.87% | +800+7.5% | Added |
| Zeit Capital LLC | 11,470 | $3.23M | 2.75% | −600−5.0% | Reduced |
| Ellevest, Inc. | 11,472 | $3.23M | 0.31% | +37+0.3% | Added |
| Fortem Financial Group, LLC | 11,487 | $3.24M | 1.64% | −256−2.2% | Reduced |
| Claraphi Advisory Network, LLC | 11,565 | $3.26M | 1.15% | −1,332−10.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 11,578 | $3.26M | 1.48% | +11,578 | New |
| Certified Advisory Corp | 11,585 | $3.27M | 0.79% | +212+1.9% | Added |
| Winton Group Ltd | 11,594 | $3.27M | 0.18% | +4,004+52.8% | Added |
| Deseret Mutual Benefit Administrators | 11,609 | $3.27M | 0.60% | −2,725−19.0% | Reduced |
| JFS Wealth Advisors, LLC | 11,647 | $3.28M | 0.34% | +6,042+107.8% | Added |
| Allen Capital Group, LLC | 11,660 | $3.29M | 0.67% | +223+1.9% | Added |
| Capital Financial Planning, LLC | 11,674 | $3.29M | 1.23% | −204−1.7% | Reduced |
| Front Street Capital Management, Inc. | 11,694 | $3.30M | 0.63% | −452−3.7% | Reduced |
| Gitterman Wealth Management, LLC | 11,707 | $3.30M | 2.65% | −300−2.5% | Reduced |
| Cascade Investment Advisors, Inc. | 11,718 | $3.30M | 2.15% | −1,565−11.8% | Reduced |
| Day & Ennis, LLC | 11,736 | $3.31M | 1.14% | +117+1.0% | Added |
| Cacti Asset Management LLC | 11,755 | $3.31M | 0.28% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 11,757 | $3.31M | 2.16% | +445+3.9% | Added |
| Covenant Partners, LLC | 11,802 | $3.33M | 1.31% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 11,799 | $3.33M | 0.68% | +39+0.3% | Added |
| McAdam, LLC | 11,814 | $3.33M | 0.37% | +73+0.6% | Added |
| Islay Capital Management, LLC | 11,855 | $3.34M | 2.57% | +136+1.2% | Added |
| Adams Wealth Management | 11,868 | $3.35M | 1.31% | +2,118+21.7% | Added |
| Concord Wealth Partners | 11,871 | $3.35M | 1.37% | −4,807−28.8% | Reduced |
| Dillon & Associates Inc | 11,878 | $3.35M | 0.64% | +750+6.7% | Added |
| Capital Advisory Group Advisory Services, LLC | 11,918 | $3.36M | 1.22% | +108+0.9% | Added |
| ICONIQ Capital, LLC | 11,934 | $3.36M | 0.02% | −1,218−9.3% | Reduced |
| KLK Capital Management LLC | 11,940 | $3.37M | 3.09% | −1,410−10.6% | Reduced |
| IAM Advisory, LLC | 11,439 | $3.37M | 1.43% | +11,439 | New |
| CSS LLC | 11,980 | $3.38M | 0.18% | +10,480+698.7% | Added |
| Burt Wealth Advisors | 12,015 | $3.39M | 1.08% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 12,045 | $3.40M | 0.74% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 12,063 | $3.40M | 2.04% | −529−4.2% | Reduced |
| Accurate Wealth Management, LLC | 10,108 | $3.40M | 2.99% | −83−0.8% | Reduced |
| Intercontinental Wealth Advisors, LLC | 12,082 | $3.41M | 0.79% | −774−6.0% | Reduced |
| First National Bank of Hutchinson | 12,092 | $3.41M | 1.91% | +65+0.5% | Added |
| Hudock, Inc. | 12,156 | $3.43M | 1.03% | +33+0.3% | Added |
| Palumbo Wealth Management LLC | 12,179 | $3.43M | 2.26% | −400−3.2% | Reduced |
| Beirne Wealth Consulting Services, LLC | 12,214 | $3.44M | 1.96% | −200−1.6% | Reduced |
| 17 Capital Partners, LLC | 12,218 | $3.44M | 3.25% | +50+0.4% | Added |
| Financial Avengers, Inc. | 12,239 | $3.45M | 2.31% | +632+5.4% | Added |
| Lokken Investment Group LLC | 12,256 | $3.46M | 2.74% | −182−1.5% | Reduced |
| ELCO Management Co., LLC | 12,271 | $3.46M | 2.66% | −84−0.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 12,271 | $3.46M | 2.22% | +1,434+13.2% | Added |
| Kaizen Financial Strategies | 12,293 | $3.47M | 2.80% | +12,293 | New |
| Beacon Financial Advisory LLC | 12,304 | $3.47M | 1.80% | +767+6.6% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,332 | $3.48M | 1.27% | +777+6.7% | Added |
| Kowal Investment Group, LLC | 12,335 | $3.48M | 1.10% | +930+8.2% | Added |
| Cardinal Strategic Wealth Guidance | 12,339 | $3.48M | 1.82% | −106−0.9% | Reduced |
| GeoWealth Management, LLC | 12,340 | $3.48M | 0.29% | +7,240+142.0% | Added |
| Peddock Capital Advisors, LLC | 12,365 | $3.49M | 1.24% | +8+0.1% | Added |
| Tributary Capital Management, LLC | 12,375 | $3.49M | 0.27% | −300−2.4% | Reduced |
| Israel Discount Bank of New York | 12,378 | $3.49M | 2.36% | +12,378 | New |
| Lineweaver Wealth Advisors, LLC | 12,386 | $3.49M | 1.07% | +826+7.1% | Added |
| West Paces Advisors Inc. | 12,391 | $3.49M | 1.23% | +1,036+9.1% | Added |
| Claybrook Capital, LLC | 12,413 | $3.50M | 1.77% | −47,619−79.3% | Reduced |
| Nikulski Financial, Inc. | 12,412 | $3.50M | 1.62% | +1,217+10.9% | Added |
| Walkner Condon Financial Advisors LLC | 12,426 | $3.50M | 1.72% | +208+1.7% | Added |
| Gemmer Asset Management LLC | 12,427 | $3.50M | 0.48% | −98−0.8% | Reduced |
| Barr E S & Co | 12,432 | $3.50M | 0.25% | −62−0.5% | Reduced |
| Ifrah Financial Services, Inc. | 12,432 | $3.50M | 1.01% | −56−0.4% | Reduced |
| Lenox Wealth Advisors, LLC | 12,460 | $3.51M | 0.45% | +812+7.0% | Added |
| HHM Wealth Advisors, LLC | 12,470 | $3.52M | 0.96% | −222−1.7% | Reduced |
| Prospect Capital Advisors, LLC | 12,500 | $3.52M | 1.16% | −2,500−16.7% | Reduced |
| Strategic Capital Advisers, Inc. | 12,502 | $3.52M | 2.74% | +872+7.5% | Added |
| Bay Rivers Group | 12,531 | $3.53M | 2.40% | +390+3.2% | Added |
| Well Done, LLC | 12,558 | $3.54M | 0.79% | +1,544+14.0% | Added |
| Altus Wealth Group LLC | 12,555 | $3.54M | 3.52% | +1,689+15.5% | Added |
| WealthTrust Asset Management, LLC | 12,563 | $3.54M | 3.15% | +62+0.5% | Added |
| Quad-Cities Investment Group, LLC | 12,583 | $3.55M | 2.48% | −324−2.5% | Reduced |
| TFC Financial Management | 12,658 | $3.57M | 1.18% | −311−2.4% | Reduced |
| Gray Wealth Management Inc. | 12,661 | $3.57M | 2.00% | +619+5.1% | Added |
| Proffitt & Goodson Inc | 12,682 | $3.58M | 0.65% | −289−2.2% | Reduced |
| Blue Square Asset Management, LLC | 12,682 | $3.58M | 2.24% | +179+1.4% | Added |
| Vantage Financial Partners Ltd., Inc. | 12,686 | $3.58M | 1.91% | +3,081+32.1% | Added |
| Miller Investment Management, LP | 12,694 | $3.58M | 0.61% | −7,000−35.5% | Reduced |
| Demars Financial Group, LLC | 12,706 | $3.58M | 2.11% | −2,928−18.7% | Reduced |
| Paradigm Financial Advisors, LLC | 12,711 | $3.58M | 0.83% | −285−2.2% | Reduced |
| First Heartland Consultants, Inc. | 12,738 | $3.59M | 0.55% | −722−5.4% | Reduced |
| Arbor Wealth Management, LLC | 12,746 | $3.59M | 0.85% | −227−1.7% | Reduced |
| Granger Management LLC | 12,444 | $3.59M | 0.63% | 00.0% | Unchanged |
| Wealthquest Corp | 12,755 | $3.60M | 0.61% | +45+0.4% | Added |
| Walleye Capital LLC | 12,782 | $3.60M | 0.11% | −1,412−9.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 12,804 | $3.61M | 0.39% | −56−0.4% | Reduced |
| Ironwood Financial, llc | 12,807 | $3.61M | 1.06% | +1,111+9.5% | Added |
| Cloverfields Capital Group, LP | 12,809 | $3.61M | 1.16% | +2,305+21.9% | Added |
| Peak Planning Group, LLC | 12,815 | $3.61M | 3.11% | +12,815 | New |
| Phocas Financial Corp. | 12,834 | $3.62M | 0.46% | +909+7.6% | Added |
| Investors Research Corp | 12,868 | $3.63M | 1.22% | +100+0.8% | Added |
| Capital Advisors, Ltd. LLC | 12,893 | $3.63M | 0.65% | +380+3.0% | Added |
| Royal Harbor Partners, LLC | 12,904 | $3.64M | 2.59% | −173−1.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 12,937 | $3.65M | 2.28% | −419−3.1% | Reduced |
| LBMC Investment Advisors, LLC | 9,079 | $3.66M | 0.34% | −3,110−25.5% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 12,984 | $3.66M | 2.22% | −87−0.7% | Reduced |