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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| SignalPoint Asset Management, LLC | 18,846 | $5.31M | 1.70% | −1,750−8.5% | Reduced |
| Pacifica Partners Inc. | 17,800 | $5.32M | 3.88% | −232−1.3% | Reduced |
| GFG Capital, LLC | 18,913 | $5.33M | 1.68% | −3,536−15.8% | Reduced |
| Tower View Investment Management & Research LLC | 18,932 | $5.34M | 2.96% | +569+3.1% | Added |
| Fairhaven Wealth Management, LLC | 18,941 | $5.34M | 2.20% | +956+5.3% | Added |
| AllGen Financial Advisors, Inc. | 18,955 | $5.34M | 4.36% | −800−4.0% | Reduced |
| Cable Hill Partners, LLC | 18,967 | $5.35M | 1.29% | −3,720−16.4% | Reduced |
| United Bank | 18,996 | $5.36M | 3.40% | +295+1.6% | Added |
| Olstein Capital Management, L.P. | 19,000 | $5.36M | 0.66% | −2,000−9.5% | Reduced |
| Security National Bank of Sioux City Iowa | 19,042 | $5.37M | 4.13% | +196+1.0% | Added |
| Lakeview Capital Partners, LLC | 19,052 | $5.37M | 2.48% | −1,931−9.2% | Reduced |
| Resonant Capital Advisors, LLC | 19,053 | $5.37M | 0.93% | +1,773+10.3% | Added |
| Nicholas Investment Partners, LP | 19,090 | $5.38M | 0.39% | +5,331+38.7% | Added |
| Quadrant Private Wealth Management, LLC | 19,116 | $5.39M | 2.23% | −752−3.8% | Reduced |
| Madden Securities Corp | 19,151 | $5.40M | 2.92% | −4,780−20.0% | Reduced |
| Security National Bank of So Dak | 19,156 | $5.40M | 4.13% | −2,011−9.5% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 19,177 | $5.41M | 2.17% | −5,093−21.0% | Reduced |
| WC Walker & Associates, Inc. | 19,203 | $5.41M | 2.90% | −26−0.1% | Reduced |
| KWMG, LLC | 19,214 | $5.42M | 0.79% | −43−0.2% | Reduced |
| StoneX Group Inc. | 19,219 | $5.42M | 0.78% | +406+2.2% | Added |
| Sterling Investment Management, Inc. | 19,228 | $5.42M | 3.46% | −2,923−13.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 19,242 | $5.42M | 0.73% | −2,645−12.1% | Reduced |
| US Asset Management LLC | 19,245 | $5.43M | 5.26% | +19,245 | New |
| Hudson Canyon Capital Management | 19,261 | $5.43M | 4.18% | −714−3.6% | Reduced |
| Montgomery Investment Management Inc | 19,265 | $5.43M | 2.03% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 19,269 | $5.43M | 4.63% | −115−0.6% | Reduced |
| Founders Financial Securities LLC | 19,273 | $5.43M | 1.09% | +55+0.3% | Added |
| Convergence Investment Partners, LLC | 19,302 | $5.44M | 2.92% | −1,565−7.5% | Reduced |
| RDA Financial Network | 19,364 | $5.46M | 2.40% | +108+0.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 19,384 | $5.46M | 2.37% | +228+1.2% | Added |
| RB Capital Management, LLC | 19,404 | $5.47M | 2.06% | +952+5.2% | Added |
| Bluesphere Advisors, LLC | 19,426 | $5.48M | 5.26% | −60−0.3% | Reduced |
| Clear Street Markets LLC | 19,446 | $5.48M | 1.21% | +6,561+50.9% | Added |
| Beacon Financial Group | 19,306 | $5.48M | 0.76% | +172+0.9% | Added |
| Crescent Grove Advisors, LLC | 19,482 | $5.49M | 0.58% | +665+3.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 19,488 | $5.49M | 2.45% | −66−0.3% | Reduced |
| Capital One Financial Corp | 19,498 | $5.50M | 0.68% | −288−1.5% | Reduced |
| Progeny 3, Inc. | 19,520 | $5.50M | 1.37% | +36+0.2% | Added |
| Gs Investments, Inc. | 19,521 | $5.50M | 2.88% | +19,521 | New |
| Cottage Street Advisors LLC | 19,534 | $5.51M | 3.70% | −181−0.9% | Reduced |
| Bennicas & Associates, Inc. | 19,546 | $5.51M | 3.10% | −100−0.5% | Reduced |
| Maven Securities LTD | 19,615 | $5.53M | 0.63% | +19,615 | New |
| Octavia Wealth Advisors, LLC | 19,771 | $5.57M | 1.42% | +52+0.3% | Added |
| First United Bank Trust | 19,806 | $5.58M | 2.28% | −158−0.8% | Reduced |
| Capstone Triton Financial Group, LLC | 18,162 | $5.60M | 3.37% | +43+0.2% | Added |
| Anabranch Capital Management, LP | 19,871 | $5.60M | 3.22% | +19,871 | New |
| Cape Ann Savings Bank | 19,925 | $5.62M | 3.63% | −97−0.5% | Reduced |
| Peninsula Asset Management Inc | 19,934 | $5.62M | 2.89% | +636+3.3% | Added |
| Aviance Capital Partners, LLC | 19,958 | $5.63M | 0.99% | −311−1.5% | Reduced |
| SRN Advisors, LLC | 19,974 | $5.63M | 2.61% | −6,237−23.8% | Reduced |
| Barbara Oil Co. | 20,000 | $5.64M | 2.64% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 20,027 | $5.65M | 2.45% | −1,967−8.9% | Reduced |
| InTrack Investment Management Inc | 17,154 | $5.65M | 4.12% | −878−4.9% | Reduced |
| Karpas Strategies, LLC | 16,972 | $5.65M | 1.87% | −651−3.7% | Reduced |
| TCG Advisory Services, LLC | 20,072 | $5.66M | 1.49% | +229+1.2% | Added |
| Forte Capital LLC | 20,083 | $5.66M | 0.77% | +1,873+10.3% | Added |
| Peregrine Asset Advisers, Inc. | 20,113 | $5.67M | 2.90% | −7,649−27.6% | Reduced |
| TrimTabs Asset Management, LLC | 18,951 | $5.67M | 2.75% | +1,273+7.2% | Added |
| SlateStone Wealth, LLC | 20,163 | $5.68M | 1.30% | +635+3.3% | Added |
| S.E.E.D. Planning Group LLC | 20,184 | $5.69M | 2.68% | −1,652−7.6% | Reduced |
| Port Capital LLC | 20,194 | $5.69M | 0.29% | −22−0.1% | Reduced |
| Wittenberg Investment Management, Inc. | 20,234 | $5.70M | 2.19% | −139−0.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 20,245 | $5.71M | 4.15% | −1,382−6.4% | Reduced |
| Optimum Investment Advisors | 20,265 | $5.71M | 2.41% | −11,899−37.0% | Reduced |
| Banco de Sabadell, S.A | 20,316 | $5.73M | 3.85% | −1,099−5.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 20,352 | $5.74M | 1.11% | +94+0.5% | Added |
| Pure Financial Advisors, Inc. | 20,365 | $5.74M | 0.44% | +1,089+5.6% | Added |
| Wealth Management Associates, Inc. | 20,365 | $5.74M | 3.36% | −257−1.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 20,376 | $5.74M | 1.30% | −3,753−15.6% | Reduced |
| First Commonwealth Financial Corp | 20,387 | $5.75M | 2.07% | −1,394−6.4% | Reduced |
| Bull Street Advisors, LLC | 20,402 | $5.75M | 2.97% | +27+0.1% | Added |
| Integrated Investment Consultants, LLC | 20,418 | $5.76M | 1.69% | +1,306+6.8% | Added |
| George Kaiser Family Foundation | 20,438 | $5.76M | 0.96% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 20,463 | $5.77M | 4.20% | −529−2.5% | Reduced |
| Ardsley Advisory Partners LP | 20,500 | $5.78M | 1.21% | +6,000+41.4% | Added |
| Adams Asset Advisors, LLC | 20,547 | $5.79M | 1.17% | 00.0% | Unchanged |
| Brandes Investment Partners, LP | 20,573 | $5.80M | 0.13% | +2,014+10.9% | Added |
| Tru Independence Asset Management 2, LLC | 20,587 | $5.80M | 4.12% | +1,658+8.8% | Added |
| IMA Wealth, Inc. | 20,657 | $5.82M | 1.38% | −1,881−8.3% | Reduced |
| Calton & Associates, Inc. | 20,681 | $5.83M | 1.28% | −1,700−7.6% | Reduced |
| S.A. Mason LLC | 20,804 | $5.87M | 3.86% | +136+0.7% | Added |
| Palouse Capital Management, Inc. | 20,834 | $5.87M | 2.61% | −598−2.8% | Reduced |
| Elgethun Capital Management | 20,844 | $5.88M | 2.03% | +142+0.7% | Added |
| Covenant Multifamily Offices, LLC | 20,381 | $5.88M | 1.06% | +1,140+5.9% | Added |
| GYL Financial Synergies, LLC | 20,879 | $5.89M | 3.01% | +1,035+5.2% | Added |
| Capital Management Associates | 20,942 | $5.90M | 5.82% | −31−0.1% | Reduced |
| Prospector Partners LLC | 20,975 | $5.91M | 0.76% | −500−2.3% | Reduced |
| Diversified Investment Strategies, LLC | 20,982 | $5.92M | 4.38% | −190−0.9% | Reduced |
| Sculati Wealth Management, LLC | 20,992 | $5.92M | 3.14% | −202−1.0% | Reduced |
| Proem Advisors LLC | 21,000 | $5.92M | 5.10% | 00.0% | Unchanged |
| Empowered Funds, LLC | 21,000 | $5.92M | 0.76% | +21,000 | New |
| Centerpoint Advisors, LLC | 21,032 | $5.93M | 2.83% | −173−0.8% | Reduced |
| Bell Bank | 21,064 | $5.94M | 0.74% | −14,368−40.6% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 21,084 | $5.94M | 1.63% | −18,357−46.5% | Reduced |
| Marino, Stram & Associates LLC | 21,092 | $5.95M | 2.06% | −43,183−67.2% | Reduced |
| Lee Financial Co | 21,233 | $5.99M | 1.24% | +144+0.7% | Added |
| Dohj, LLC | 18,058 | $5.99M | 2.84% | +426+2.4% | Added |
| MTM Investment Management, LLC | 21,249 | $5.99M | 3.25% | −796−3.6% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 21,303 | $6.00M | 3.50% | −8,023−27.4% | Reduced |
| Financial Advisors, LLC | 21,317 | $6.01M | 2.03% | +366+1.7% | Added |