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 |
|---|---|---|---|---|---|
| Silver Lake Advisory, LLC | 12,996 | $3.66M | 1.80% | −44−0.3% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 13,000 | $3.67M | 1.89% | 00.0% | Unchanged |
| First National Bank | 13,007 | $3.67M | 3.48% | +13,007 | New |
| Guild Investment Management, Inc. | 13,040 | $3.68M | 3.54% | +2,725+26.4% | Added |
| First Pacific Financial | 13,044 | $3.68M | 1.95% | −86−0.7% | Reduced |
| Vickerman Investment Advisors, Inc. | 13,089 | $3.69M | 1.48% | +13,089 | New |
| Prentice Wealth Management LLC | 13,102 | $3.69M | 1.79% | +126+1.0% | Added |
| Archer Investment Corp | 13,128 | $3.70M | 1.38% | −243−1.8% | Reduced |
| Shay Capital LLC | 13,152 | $3.71M | 1.18% | +3,240+32.7% | Added |
| Todd Asset Management LLC | 13,163 | $3.71M | 0.09% | −470−3.4% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 13,165 | $3.71M | 2.41% | −175−1.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 13,191 | $3.72M | 1.44% | −1,466−10.0% | Reduced |
| tru Independence LLC | 13,193 | $3.72M | 1.04% | −3,300−20.0% | Reduced |
| Jeppson Wealth Management, LLC | 13,235 | $3.73M | 1.94% | +201+1.5% | Added |
| Gilbert & Cook, Inc. | 13,234 | $3.73M | 0.67% | +2,219+20.1% | Added |
| E&G Advisors, LP | 13,250 | $3.73M | 1.01% | +13,250 | Added |
| Northeast Financial Group, Inc. | 13,252 | $3.74M | 2.41% | −1,328−9.1% | Reduced |
| Curated Wealth Partners LLC | 13,257 | $3.74M | 2.09% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 13,261 | $3.74M | 0.33% | +31+0.2% | Added |
| HMS Capital Management, LLC | 13,267 | $3.74M | 1.76% | −633−4.6% | Reduced |
| Orion Capital Management LLC | 13,278 | $3.74M | 2.27% | +43+0.3% | Added |
| Disciplined Investments, LLC | 13,339 | $3.76M | 1.84% | +400+3.1% | Added |
| Latitude Advisors, LLC | 13,347 | $3.76M | 1.21% | +6,642+99.1% | Added |
| Berkeley Capital Partners, LLC | 13,357 | $3.77M | 1.73% | −46−0.3% | Reduced |
| Game Plan Financial Advisors, LLC | 13,388 | $3.77M | 2.25% | −175−1.3% | Reduced |
| Austin Private Wealth, LLC | 13,396 | $3.78M | 0.82% | +274+2.1% | Added |
| Wealth Architects, LLC | 13,412 | $3.78M | 0.73% | −715−5.1% | Reduced |
| Schulhoff & Co Inc | 13,417 | $3.78M | 1.70% | +133+1.0% | Added |
| Fortis Capital Management LLC | 13,446 | $3.79M | 2.20% | −2,700−16.7% | Reduced |
| Acorn Financial Advisory Services Inc | 13,449 | $3.79M | 1.17% | −40,470−75.1% | Reduced |
| Rockbridge Investment Management, LCC | 13,454 | $3.79M | 0.63% | +1,619+13.7% | Added |
| MBL Wealth, LLC | 13,455 | $3.79M | 1.31% | +13,455 | New |
| Ridgecrest Wealth Partners, LLC | 13,460 | $3.79M | 2.07% | +1,420+11.8% | Added |
| New Jersey Better Educational Savings Trust | 13,464 | $3.80M | 7.53% | 00.0% | Unchanged |
| REDW Wealth LLC | 13,480 | $3.80M | 1.21% | +18+0.1% | Added |
| South Shore Capital Advisors | 13,498 | $3.81M | 7.00% | −226−1.6% | Reduced |
| Unison Asset Management LLC | 13,499 | $3.81M | 3.39% | −42−0.3% | Reduced |
| Private Portfolio Partners LLC | 13,502 | $3.81M | 1.09% | +407+3.1% | Added |
| Pinnacle Holdings, LLC | 13,526 | $3.81M | 1.67% | +208+1.6% | Added |
| Glynn Capital Management LLC | 13,536 | $3.82M | 0.33% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 13,541 | $3.82M | 1.78% | −10,832−44.4% | Reduced |
| DAGCO, Inc. | 13,540 | $3.82M | 1.64% | −54−0.4% | Reduced |
| BT Wealth Management LLC | 13,556 | $3.82M | 1.19% | +4,083+43.1% | Added |
| Bridgecreek Investment Management, LLC | 13,563 | $3.82M | 0.55% | +130+1.0% | Added |
| First Business Financial Services, Inc. | 13,563 | $3.82M | 0.44% | +439+3.3% | Added |
| Summit Asset Management, LLC | 13,598 | $3.83M | 1.20% | −18−0.1% | Reduced |
| Norris Financial Group, LLC | 13,603 | $3.83M | 2.54% | −56−0.4% | Reduced |
| Cox Capital Mgt LLC | 13,642 | $3.85M | 2.59% | −144−1.0% | Reduced |
| St. Clair Advisors, LLC | 13,672 | $3.85M | 2.67% | +709+5.5% | Added |
| Magnus Financial Group LLC | 13,684 | $3.86M | 0.82% | −630−4.4% | Reduced |
| Cribstone Capital Management, LLC | 13,688 | $3.86M | 2.30% | +432+3.3% | Added |
| Coastal Bridge Advisors, LLC | 13,697 | $3.86M | 0.89% | −680−4.7% | Reduced |
| Menard Financial Group LLC | 13,701 | $3.86M | 3.39% | +752+5.8% | Added |
| Altman Advisors, Inc. | 11,659 | $3.87M | 2.14% | −289−2.4% | Reduced |
| Bigelow Investment Advisors, LLC | 13,728 | $3.87M | 1.91% | −406−2.9% | Reduced |
| Clean Yield Group | 13,730 | $3.87M | 1.37% | +64+0.5% | Added |
| Pflug Koory, LLC | 13,744 | $3.88M | 2.12% | −675−4.7% | Reduced |
| Sage Mountain Advisors LLC | 13,768 | $3.88M | 0.56% | +779+6.0% | Added |
| Occudo Quantitative Strategies LP | 13,766 | $3.88M | 0.46% | +13,766 | New |
| Fma Advisory Inc | 13,771 | $3.88M | 1.45% | +1,027+8.1% | Added |
| New England Research & Management, Inc. | 13,775 | $3.88M | 2.03% | −275−2.0% | Reduced |
| Financial Management Network Inc | 13,742 | $3.89M | 1.97% | −954−6.5% | Reduced |
| Modus Advisors, LLC | 13,809 | $3.89M | 1.68% | −283−2.0% | Reduced |
| Hemington Wealth Management | 13,809 | $3.89M | 1.43% | −125−0.9% | Reduced |
| Spotlight Asset Group, Inc. | 13,815 | $3.90M | 1.94% | −1,890−12.0% | Reduced |
| Fiducient Advisors LLC | 13,842 | $3.90M | 1.18% | −2,669−16.2% | Reduced |
| Monte Financial Group, LLC | 13,899 | $3.92M | 2.25% | −524−3.6% | Reduced |
| Teza Capital Management LLC | 13,927 | $3.93M | 1.89% | −938−6.3% | Reduced |
| Fusion Capital, LLC | 13,980 | $3.94M | 2.34% | +824+6.3% | Added |
| Weaver Consulting Group | 13,981 | $3.94M | 2.14% | +533+4.0% | Added |
| Game Creek Capital, LP | 14,000 | $3.95M | 2.09% | −1,125−7.4% | Reduced |
| Independence Bank of Kentucky | 14,046 | $3.96M | 1.71% | −1,076−7.1% | Reduced |
| Veracity Capital LLC | 14,051 | $3.96M | 1.72% | +228+1.6% | Added |
| Retirement Capital Strategies | 14,060 | $3.96M | 1.52% | 00.0% | Unchanged |
| American State Bank (Iowa) | 14,082 | $3.97M | 3.08% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 14,097 | $3.97M | 2.48% | −76−0.5% | Reduced |
| AGF Investments LLC | 14,139 | $3.99M | 0.39% | −953−6.3% | Reduced |
| Butensky & Cohen Financial Security, Inc | 14,199 | $4.00M | 1.59% | −1,411−9.0% | Reduced |
| Argent Advisors, Inc. | 14,238 | $4.01M | 2.30% | −562−3.8% | Reduced |
| Mountain Pacific Investment Advisers Inc | 14,249 | $4.02M | 0.25% | −70−0.5% | Reduced |
| Corsicana & Co. | 14,328 | $4.04M | 2.57% | +70+0.5% | Added |
| Armor Advisors, L.L.C. | 14,354 | $4.05M | 2.03% | −1,325−8.5% | Reduced |
| Algert Global LLC | 14,354 | $4.05M | 0.54% | +307+2.2% | Added |
| Prudent Man Advisors, LLC | 14,365 | $4.05M | 1.53% | −115−0.8% | Reduced |
| Community Capital Management, Inc. | 14,400 | $4.06M | 4.21% | −500−3.4% | Reduced |
| Acropolis Investment Management, LLC | 14,992 | $4.06M | 0.48% | +488+3.4% | Added |
| Signature Wealth Management Group | 14,482 | $4.08M | 2.27% | +377+2.7% | Added |
| Norway Savings Bank | 14,510 | $4.09M | 1.93% | +583+4.2% | Added |
| Bender Robert & Associates | 14,551 | $4.10M | 1.17% | −30−0.2% | Reduced |
| Sanders Morris Harris LLC | 14,147 | $4.10M | 0.75% | −96−0.7% | Reduced |
| Bond & Devick Financial Network, Inc. | 14,550 | $4.10M | 3.41% | +110+0.8% | Added |
| Collective Family Office LLC | 14,620 | $4.12M | 1.77% | −1,398−8.7% | Reduced |
| Ellsworth Advisors, LLC | 14,619 | $4.12M | 1.88% | +181+1.3% | Added |
| Dempze Nancy E | 14,622 | $4.12M | 3.23% | −523−3.5% | Reduced |
| ICW Investment Advisors LLC | 14,644 | $4.13M | 2.67% | −9−0.1% | Reduced |
| Aberdeen Wealth Management LLC | 14,650 | $4.13M | 4.00% | −399−2.7% | Reduced |
| Freedom Day Solutions, LLC | 14,672 | $4.14M | 1.93% | −564−3.7% | Reduced |
| Stanley Capital Management, LLC | 14,695 | $4.14M | 1.53% | 00.0% | Unchanged |
| Zhang Financial LLC | 14,719 | $4.15M | 0.96% | +2,523+20.7% | Added |
| Agur Provident & Training Funds Management Ltd | 14,728 | $4.15M | 36.74% | −121,472−89.2% | Reduced |