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 |
|---|---|---|---|---|---|
| Allegheny Financial Group LTD | 14,736 | $4.15M | 1.90% | −484−3.2% | Reduced |
| Global Financial Private Client, LLC | 14,370 | $4.15M | 2.14% | −193−1.3% | Reduced |
| Baystate Wealth Management LLC | 14,743 | $4.16M | 0.41% | −3,986−21.3% | Reduced |
| Garrison Bradford & Associates Inc | 14,742 | $4.16M | 4.23% | 00.0% | Unchanged |
| PDS Planning, Inc | 14,771 | $4.16M | 0.96% | +1,143+8.4% | Added |
| West Oak Capital, LLC | 14,781 | $4.17M | 1.62% | −565−3.7% | Reduced |
| Acorn Wealth Advisors, LLC | 14,817 | $4.18M | 2.92% | −140−0.9% | Reduced |
| BSW Wealth Partners | 14,816 | $4.18M | 1.17% | +399+2.8% | Added |
| Evermay Wealth Management LLC | 14,844 | $4.18M | 0.81% | −661−4.3% | Reduced |
| WNY Asset Management, LLC | 14,858 | $4.18M | 1.45% | +1,217+8.9% | Added |
| Apriem Advisors | 14,877 | $4.19M | 0.60% | +170+1.2% | Added |
| LifeSteps Financial, Inc. | 14,924 | $4.21M | 3.22% | −27−0.2% | Reduced |
| SAM Advisors, LLC | 14,932 | $4.21M | 2.04% | +14,932 | New |
| Shoker Investment Counsel, Inc. | 14,936 | $4.21M | 2.10% | −516−3.3% | Reduced |
| LexAurum Advisors, LLC | 14,998 | $4.23M | 1.25% | +319+2.2% | Added |
| Waddell & Associates, LLC | 15,008 | $4.23M | 0.72% | +5,151+52.3% | Added |
| D.B. Root & Company, LLC | 15,028 | $4.24M | 1.65% | −1,709−10.2% | Reduced |
| Running Point Capital Advisors, LLC | 15,037 | $4.24M | 1.88% | +8,498+130.0% | Added |
| Spouting Rock Asset Management, LLC | 15,048 | $4.24M | 2.11% | −2,630−14.9% | Reduced |
| Shilanski & Associates, Inc. | 15,057 | $4.25M | 1.98% | −3,542−19.0% | Reduced |
| Ashford Capital Management Inc | 15,060 | $4.25M | 0.39% | −357−2.3% | Reduced |
| UMA Financial Services, Inc. | 13,988 | $4.25M | 1.17% | +312+2.3% | Added |
| Rational Advisors LLC | 15,127 | $4.26M | 0.33% | +1,940+14.7% | Added |
| Foster Group, Inc. | 15,183 | $4.28M | 0.42% | +10.0% | Added |
| Invst, LLC | 15,203 | $4.29M | 0.68% | +1,041+7.4% | Added |
| Domani Wealth, LLC | 15,220 | $4.29M | 0.90% | −30−0.2% | Reduced |
| WT Wealth Management | 15,221 | $4.29M | 1.65% | +441+3.0% | Added |
| Wealth Alliance Advisory Group, LLC | 15,235 | $4.29M | 2.09% | −34−0.2% | Reduced |
| Aull & Monroe Investment Management Corp | 15,241 | $4.30M | 2.12% | −365−2.3% | Reduced |
| Meridian Financial Partners LLC | 14,714 | $4.31M | 2.89% | +292+2.0% | Added |
| Swaine & Leidel Wealth Services, LLC | 15,290 | $4.31M | 3.80% | +15,290 | New |
| JSF Financial, LLC | 15,296 | $4.31M | 2.14% | +961+6.7% | Added |
| Total Clarity Wealth Management, Inc. | 15,315 | $4.32M | 2.05% | −172−1.1% | Reduced |
| Sage Rhino Capital LLC | 15,333 | $4.32M | 1.31% | +235+1.6% | Added |
| Southeast Asset Advisors Inc. | 15,337 | $4.32M | 0.71% | −141−0.9% | Reduced |
| Sittner & Nelson, LLC | 15,336 | $4.32M | 2.79% | −9−0.1% | Reduced |
| Addison Capital Co | 15,346 | $4.33M | 2.00% | −17−0.1% | Reduced |
| Perpetual Investment Management Ltd | 15,344 | $4.33M | 0.55% | +1,459+10.5% | Added |
| Blue Zone Wealth Advisors, LLC | 15,367 | $4.33M | 1.50% | +25+0.2% | Added |
| Cozad Asset Management Inc | 15,480 | $4.36M | 0.68% | −55−0.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 15,483 | $4.37M | 1.31% | −718−4.4% | Reduced |
| Perkins Capital Management Inc | 15,493 | $4.37M | 2.70% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 15,506 | $4.37M | 0.88% | −5,096−24.7% | Reduced |
| Capital Advantage, Inc. | 15,510 | $4.37M | 1.18% | −75−0.5% | Reduced |
| Liberty Wealth Management LLC | 15,421 | $4.38M | 1.56% | −5,683−26.9% | Reduced |
| Heritage Wealth Management, LLC | 15,541 | $4.38M | 1.56% | +1,044+7.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,564 | $4.39M | 2.54% | −25−0.2% | Reduced |
| Full Sail Capital, LLC | 15,576 | $4.39M | 0.38% | −1,525−8.9% | Reduced |
| Alta Wealth Advisors LLC | 15,582 | $4.39M | 3.19% | −39−0.2% | Reduced |
| Am Investment Strategies LLC | 15,583 | $4.39M | 1.15% | +18+0.1% | Added |
| Carl P. Sherr & Co., LLC | 15,584 | $4.39M | 3.51% | −20.0% | Reduced |
| McLean Asset Management Corp | 14,218 | $4.41M | 1.69% | +561+4.1% | Added |
| Roof Eidam & Maycock | 15,707 | $4.43M | 1.63% | −391−2.4% | Reduced |
| Wealth Advisory Solutions, LLC | 15,735 | $4.44M | 0.99% | +1,826+13.1% | Added |
| Harvey Investment Co LLC | 15,743 | $4.44M | 0.58% | −100−0.6% | Reduced |
| Phoenix Wealth Advisors | 15,748 | $4.44M | 3.32% | −5,235−24.9% | Reduced |
| Ar Asset Management Inc | 15,750 | $4.44M | 1.24% | 00.0% | Unchanged |
| Financial Consulate, Inc | 15,766 | $4.45M | 1.61% | +405+2.6% | Added |
| JBJ Investment Partners, LLC | 15,770 | $4.45M | 0.92% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 15,085 | $4.45M | 2.35% | +261+1.8% | Added |
| Capital Advisors Wealth Management, LLC | 15,809 | $4.46M | 1.58% | −91−0.6% | Reduced |
| Watchman Group, Inc. | 15,830 | $4.46M | 2.88% | −761−4.6% | Reduced |
| Magnolia Capital Advisors LLC | 15,833 | $4.46M | 1.56% | +3,176+25.1% | Added |
| KCS Wealth Advisory | 15,848 | $4.47M | 2.11% | +374+2.4% | Added |
| Courage Capital Management LLC | 15,861 | $4.47M | 2.41% | 00.0% | Unchanged |
| Cim, LLC | 13,313 | $4.47M | 0.70% | −60.0% | Reduced |
| Gries Financial LLC | 15,873 | $4.47M | 1.40% | −5,529−25.8% | Reduced |
| Wedgewood Investors Inc | 15,890 | $4.48M | 5.82% | −343−2.1% | Reduced |
| Sax Wealth Advisors, LLC | 15,911 | $4.49M | 1.06% | +333+2.1% | Added |
| CoreFirst Bank & Trust | 15,923 | $4.49M | 3.11% | −553−3.4% | Reduced |
| Vigilare Wealth Management | 15,942 | $4.49M | 2.78% | −369−2.3% | Reduced |
| David Loasby | 15,981 | $4.51M | 0.57% | +1,171+7.9% | Added |
| Strategic Wealth Designers | 15,938 | $4.51M | 1.35% | +2,324+17.1% | Added |
| Capstone Financial Advisors, Inc. | 16,024 | $4.52M | 0.35% | +1,825+12.9% | Added |
| Bell & Brown Wealth Advisors, LLC | 16,025 | $4.52M | 2.44% | +16,025 | New |
| Investors Asset Management of Georgia Inc | 16,046 | $4.52M | 2.35% | +66+0.4% | Added |
| Red Spruce Capital, LLC | 16,081 | $4.53M | 2.65% | −29−0.2% | Reduced |
| Trustco Bank Corp N Y | 16,083 | $4.53M | 4.23% | +315+2.0% | Added |
| Bennett Selby Investments LP | 16,089 | $4.54M | 2.96% | +1,355+9.2% | Added |
| Lindbrook Capital, LLC | 16,112 | $4.54M | 1.19% | −6,983−30.2% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 16,117 | $4.54M | 1.26% | −1,022−6.0% | Reduced |
| Thomas White International Ltd | 16,132 | $4.55M | 0.66% | −80.0% | Reduced |
| Kadensa Capital Ltd | 16,137 | $4.55M | 2.65% | +16,137 | New |
| Orser Capital Management, LLC | 16,146 | $4.55M | 2.57% | +350+2.2% | Added |
| AAFMAA Wealth Management & Trust LLC | 16,186 | $4.56M | 2.17% | −11,758−42.1% | Reduced |
| Global Trust Asset Management, LLC | 16,187 | $4.56M | 2.04% | −727−4.3% | Reduced |
| Ssi Investment Management LLC | 16,180 | $4.57M | 0.28% | +12+0.1% | Added |
| Delphi Financial Group, Inc. | 16,200 | $4.57M | 1.34% | 00.0% | Unchanged |
| Newport Wealth Strategies, Inc. | 16,208 | $4.57M | 2.76% | −494−3.0% | Reduced |
| MU Investments Co., Ltd. | 16,090 | $4.57M | 4.90% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 16,211 | $4.57M | 3.36% | +168+1.0% | Added |
| Robbins Farley LLC | 16,248 | $4.58M | 3.38% | −1,447−8.2% | Reduced |
| Bienville Capital Management, LLC | 16,245 | $4.58M | 2.62% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16,254 | $4.58M | 3.23% | −113−0.7% | Reduced |
| Mitchell Sinkler & Starr | 16,277 | $4.59M | 4.15% | +59+0.4% | Added |
| Amarillo National Bank | 16,281 | $4.59M | 0.95% | −2,720−14.3% | Reduced |
| Abacus Planning Group, Inc. | 16,291 | $4.59M | 1.46% | −1,908−10.5% | Reduced |
| Capital Insight Partners, LLC | 16,339 | $4.61M | 1.00% | −51−0.3% | Reduced |
| Shayne & Co., LLC | 16,398 | $4.62M | 2.67% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 16,418 | $4.63M | 0.71% | +1,577+10.6% | Added |