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 |
|---|---|---|---|---|---|
| Legacy Advisors, LLC | 16,429 | $4.63M | 1.85% | +194+1.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 16,439 | $4.63M | 3.34% | −26−0.2% | Reduced |
| SkyOak Wealth, LLC | 16,451 | $4.64M | 1.25% | +27+0.2% | Added |
| Trust Co | 16,472 | $4.64M | 1.19% | −1,148−6.5% | Reduced |
| Citadel Investment Advisory, Inc. | 16,484 | $4.65M | 2.88% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 15,810 | $4.66M | 2.80% | −501−3.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 16,597 | $4.68M | 0.74% | −134−0.8% | Reduced |
| Amitell Capital Pte Ltd | 16,620 | $4.69M | 3.05% | −2,592−13.5% | Reduced |
| B&D White Capital Company, LLC | 16,654 | $4.70M | 1.81% | −21,404−56.2% | Reduced |
| Steadfast Capital Management (UK) Ltd. | 16,363 | $4.70M | 5.53% | +16,363 | New |
| Stamos Capital Partners, L.P. | 16,700 | $4.71M | 2.63% | −3,300−16.5% | Reduced |
| Mizuho Securities USA LLC | 16,715 | $4.71M | 0.48% | −8,731−34.3% | Reduced |
| Terra Nova Asset Management LLC | 16,781 | $4.73M | 3.80% | +505+3.1% | Added |
| CAMG Solamere Management, LLC | 16,805 | $4.74M | 3.89% | +643+4.0% | Added |
| WealthShield Partners, LLC | 16,807 | $4.74M | 1.27% | −3,078−15.5% | Reduced |
| Kozak & Associates, Inc. | 14,114 | $4.74M | 2.80% | +14,114 | New |
| Successful Portfolios LLC | 16,891 | $4.76M | 2.84% | −85−0.5% | Reduced |
| Secure Asset Management, LLC | 16,901 | $4.76M | 2.35% | +786+4.9% | Added |
| Atticus Wealth Management, LLC | 16,949 | $4.78M | 2.10% | −680−3.9% | Reduced |
| United Maritime Capital LLC | 16,950 | $4.78M | 5.32% | −50−0.3% | Reduced |
| Pantheon Investment Group, LLC | 16,971 | $4.78M | 4.11% | −356−2.1% | Reduced |
| Bordeaux Wealth Advisors LLC | 16,965 | $4.78M | 2.72% | −3,558−17.3% | Reduced |
| Field & Main Bank | 16,999 | $4.79M | 3.15% | −656−3.7% | Reduced |
| Pettee Investors, Inc. | 17,038 | $4.80M | 2.24% | −520−3.0% | Reduced |
| Werlinich Asset Management, LLC | 17,046 | $4.81M | 3.89% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 17,065 | $4.81M | 2.12% | +189+1.1% | Added |
| Crystal Rock Capital Management | 17,070 | $4.81M | 2.56% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 17,091 | $4.82M | 0.02% | −19,909−53.8% | Reduced |
| Optimal Asset Management, Inc. | 17,100 | $4.82M | 0.60% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 17,152 | $4.83M | 0.49% | +5,737+50.3% | Added |
| Advisors Management Group Inc | 17,185 | $4.84M | 1.50% | −71−0.4% | Reduced |
| Garrison Point Advisors, LLC | 17,209 | $4.85M | 3.53% | −763−4.2% | Reduced |
| EPG Wealth Management LLC | 17,213 | $4.85M | 1.95% | +492+2.9% | Added |
| Martin Capital Partners, LLC | 17,226 | $4.86M | 2.45% | +30.0% | Added |
| MV Capital Management, Inc. | 17,228 | $4.86M | 0.80% | +1,163+7.2% | Added |
| Wunderlich Capital Managemnt | 17,296 | $4.88M | 2.35% | +12,880+291.7% | Added |
| Brookmont Capital Management | 17,363 | $4.89M | 2.89% | −25−0.1% | Reduced |
| Guardian Investment Management | 17,390 | $4.90M | 3.62% | −6,725−27.9% | Reduced |
| Taylor Hoffman Wealth Management | 16,985 | $4.91M | 2.11% | −22−0.1% | Reduced |
| Simon Quick Advisors, LLC | 17,419 | $4.91M | 1.26% | +5,995+52.5% | Added |
| Accuvest Global Advisors | 17,478 | $4.93M | 2.33% | +67+0.4% | Added |
| First National Bank of South Miami | 17,494 | $4.93M | 3.31% | +911+5.5% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 17,500 | $4.93M | 0.21% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 17,505 | $4.93M | 3.60% | −861−4.7% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 18,264 | $4.95M | 7.37% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 17,555 | $4.95M | 0.65% | +2,184+14.2% | Added |
| Pearl River Capital, LLC | 17,564 | $4.95M | 1.35% | +17,564 | New |
| Home Federal Bank of Tennessee | 17,572 | $4.95M | 1.79% | −398−2.2% | Reduced |
| Beaton Management Co. Inc. | 17,576 | $4.96M | 3.28% | +400+2.3% | Added |
| SkyView Investment Advisors, LLC | 17,595 | $4.96M | 1.39% | +3,554+25.3% | Added |
| Lincluden Management Ltd | 17,662 | $4.98M | 0.50% | −960−5.2% | Reduced |
| Financial Sense Advisors, Inc. | 17,693 | $4.99M | 1.67% | −989−5.3% | Reduced |
| Cadian Capital Management, LP | 17,698 | $4.99M | 0.19% | +17,698 | New |
| New Capital Management LP | 17,035 | $4.99M | 2.75% | +17,035 | New |
| Stevens Capital Management LP | 17,741 | $5.00M | 2.10% | −25,669−59.1% | Reduced |
| MONECO Advisors, LLC | 17,760 | $5.01M | 1.98% | +1,259+7.6% | Added |
| IronBridge Private Wealth, LLC | 17,773 | $5.01M | 3.00% | +15,587+713.0% | Added |
| Bradley Mark J. | 17,784 | $5.01M | 3.43% | −475−2.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 17,844 | $5.03M | 1.59% | −604−3.3% | Reduced |
| IMS Capital Management | 17,851 | $5.03M | 2.91% | −125−0.7% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 17,925 | $5.05M | 1.55% | −1,943−9.8% | Reduced |
| Retirement Solution Inc. | 17,973 | $5.07M | 2.33% | +601+3.5% | Added |
| Advisor Resource Council | 17,984 | $5.07M | 1.55% | −17,166−48.8% | Reduced |
| Precept Management LLC | 18,000 | $5.08M | 4.83% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 18,025 | $5.08M | 2.85% | −747−4.0% | Reduced |
| Connecticut Wealth Management, LLC | 18,029 | $5.08M | 0.44% | +3,187+21.5% | Added |
| FLC Capital Advisors | 18,053 | $5.09M | 1.50% | +200+1.1% | Added |
| Okabena Investment Services Inc | 18,063 | $5.09M | 2.68% | −6,158−25.4% | Reduced |
| BCJ Capital Management, LLC | 18,060 | $5.09M | 0.53% | +6,232+52.7% | Added |
| Warren Averett Asset Management, LLC | 15,350 | $5.10M | 0.44% | +789+5.4% | Added |
| Blueprint Investment Partners LLC | 18,106 | $5.10M | 2.55% | +11,053+156.7% | Added |
| Almanack Investment Partners, LLC. | 18,126 | $5.11M | 0.45% | +1,498+9.0% | Added |
| LCM Capital Management Inc | 18,215 | $5.13M | 4.34% | −533−2.8% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 18,225 | $5.14M | 0.38% | +79+0.4% | Added |
| Wealth Dimensions Group, Ltd. | 18,225 | $5.14M | 3.29% | +913+5.3% | Added |
| Geller Advisors LLC | 18,248 | $5.14M | 1.12% | +126+0.7% | Added |
| Trellis Advisors, LLC | 18,253 | $5.14M | 2.64% | +778+4.5% | Added |
| Blackhawk Capital Partners LLC. | 18,258 | $5.15M | 3.25% | +196+1.1% | Added |
| Boltwood Capital Management | 18,267 | $5.15M | 2.08% | −200−1.1% | Reduced |
| Patriot Investment Management Inc. | 18,272 | $5.15M | 0.47% | +49+0.3% | Added |
| Legacy Financial Advisors, Inc. | 18,276 | $5.15M | 1.26% | +1,654+10.0% | Added |
| S. R. Schill & Associates | 18,283 | $5.15M | 2.20% | −2,265−11.0% | Reduced |
| First Financial Corp | 18,350 | $5.17M | 3.44% | −427−2.3% | Reduced |
| American Trust Investment Advisors, LLC | 18,420 | $5.19M | 2.92% | +1,376+8.1% | Added |
| Winthrop Advisory Group LLC | 18,423 | $5.19M | 1.16% | −576−3.0% | Reduced |
| Axiom Investment Management LLC | 18,562 | $5.23M | 5.26% | −3,604−16.3% | Reduced |
| Cohen Investment Advisors LLC | 18,579 | $5.24M | 4.02% | −47−0.3% | Reduced |
| Geneva Capital Management LLC | 18,613 | $5.25M | 0.09% | −542−2.8% | Reduced |
| Old Mission Investment Co LLC | 18,612 | $5.25M | 2.12% | +335+1.8% | Added |
| Accredited Investors Inc. | 18,629 | $5.25M | 0.57% | −262−1.4% | Reduced |
| Clarus Group, Inc. | 18,645 | $5.26M | 3.63% | −166−0.9% | Reduced |
| Matisse Capital | 18,670 | $5.26M | 1.94% | −134−0.7% | Reduced |
| Chickasaw Capital Management LLC | 18,671 | $5.26M | 0.26% | +1,120+6.4% | Added |
| Russell Clark Investment Management Ltd | 18,700 | $5.27M | 5.25% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 18,745 | $5.29M | 2.92% | −652−3.4% | Reduced |
| Reik & Co., LLC | 18,809 | $5.30M | 1.37% | +295+1.6% | Added |
| First Command Bank | 18,825 | $5.31M | 0.91% | −130−0.7% | Reduced |
| First Command Financial Services, Inc. | 18,825 | $5.31M | 0.91% | −130−0.7% | Reduced |
| Leelyn Smith, LLC | 18,831 | $5.31M | 1.54% | +313+1.7% | Added |
| Cardan Capital Partners, LLC | 18,843 | $5.31M | 0.59% | −20−0.1% | Reduced |