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 |
|---|---|---|---|---|---|
| Catalyst Capital Advisors LLC | 21,331 | $6.01M | 0.30% | −350−1.6% | Reduced |
| Breiter Capital Management Inc | 21,365 | $6.02M | 3.44% | +179+0.8% | Added |
| Blue Edge Capital, LLC | 21,377 | $6.03M | 1.26% | +23+0.1% | Added |
| Warther Private Wealth, LLC | 20,870 | $6.03M | 5.38% | +51+0.2% | Added |
| WD Rutherford LLC | 21,436 | $6.04M | 3.28% | −2,012−8.6% | Reduced |
| Compton Wealth Advisory Group, LLC | 21,454 | $6.05M | 2.84% | −675−3.1% | Reduced |
| Page Arthur B | 21,490 | $6.06M | 4.50% | −1,127−5.0% | Reduced |
| HM Capital Management, LLC | 21,513 | $6.07M | 2.63% | −543−2.5% | Reduced |
| Hudson Value Partners, LLC | 21,525 | $6.07M | 3.34% | −205−0.9% | Reduced |
| Harbor Financial Services, LLC | 21,550 | $6.08M | 2.65% | +2,772+14.8% | Added |
| Private Capital Group, LLC | 21,594 | $6.09M | 1.37% | +3,474+19.2% | Added |
| Eos Management, L.P. | 21,620 | $6.09M | 3.79% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 21,630 | $6.10M | 1.27% | +16+0.1% | Added |
| Pinnacle Wealth Management Group, Inc. | 21,655 | $6.11M | 4.59% | +167+0.8% | Added |
| Sterling Investment Advisors, Ltd. | 21,713 | $6.12M | 1.82% | −930−4.1% | Reduced |
| Snider Financial Group | 18,462 | $6.12M | 2.67% | −911−4.7% | Reduced |
| HC Financial Advisors Inc | 21,735 | $6.13M | 3.68% | −356−1.6% | Reduced |
| Mathes Company, Inc. | 21,765 | $6.14M | 2.28% | −1,560−6.7% | Reduced |
| Golden State Wealth Management, LLC | 21,765 | $6.14M | 1.33% | −176−0.8% | Reduced |
| BFT Financial Group, LLC | 21,780 | $6.14M | 1.14% | −542−2.4% | Reduced |
| Woodward Diversified Capital, LLC | 21,818 | $6.15M | 3.86% | +43+0.2% | Added |
| Brooktree Capital Management | 21,859 | $6.16M | 3.93% | 00.0% | Unchanged |
| TRH Financial, LLC | 21,864 | $6.16M | 2.43% | +3,734+20.6% | Added |
| Keudell/Morrison Wealth Management | 21,872 | $6.17M | 2.65% | −614−2.7% | Reduced |
| Van Den Berg Management I, Inc | 21,877 | $6.17M | 1.21% | −79−0.4% | Reduced |
| Wealth Management Partners, LLC | 21,886 | $6.17M | 4.58% | −330−1.5% | Reduced |
| Dudley & Shanley, Inc. | 21,959 | $6.19M | 1.09% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 21,993 | $6.20M | 1.13% | +16,746+319.2% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 22,000 | $6.20M | 2.96% | +650+3.0% | Added |
| Bank of Stockton | 22,047 | $6.21M | 1.90% | −582−2.6% | Reduced |
| Gyon Technologies Capital Management, LP | 22,053 | $6.22M | 1.67% | +17,941+436.3% | Added |
| Delta Investment Management, LLC | 22,092 | $6.23M | 1.96% | +685+3.2% | Added |
| Intrua Financial, LLC | 19,349 | $6.25M | 1.15% | +3,257+20.2% | Added |
| Balentine LLC | 22,236 | $6.27M | 0.25% | +7,248+48.4% | Added |
| WBI Investments | 23,068 | $6.28M | 1.05% | +23,068 | New |
| Klingman & Associates, LLC | 22,272 | $6.28M | 0.59% | −614−2.7% | Reduced |
| Brightworth | 22,279 | $6.28M | 0.57% | +1,271+6.1% | Added |
| Merit Financial Group, LLC | 22,285 | $6.28M | 0.66% | +1,120+5.3% | Added |
| Regency Capital Management Inc. | 22,383 | $6.31M | 4.44% | +604+2.8% | Added |
| High Pines Wealth Management, LLC | 22,399 | $6.32M | 4.34% | +921+4.3% | Added |
| Rosenbaum Jay D. | 22,425 | $6.32M | 10.51% | −262−1.2% | Reduced |
| Telos Capital Management, Inc. | 22,424 | $6.32M | 0.87% | −300−1.3% | Reduced |
| United Fire Group Inc | 22,500 | $6.34M | 3.17% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 22,518 | $6.35M | 0.59% | +554+2.5% | Added |
| Eisler Capital (UK) Ltd. | 22,544 | $6.36M | 0.75% | +22,544 | New |
| Cerro Pacific Wealth Advisors LLC | 22,570 | $6.36M | 4.58% | −783−3.4% | Reduced |
| Quattro Financial Advisors LLC | 20,609 | $6.37M | 1.70% | +563+2.8% | Added |
| Blueshift Asset Management, LLC | 22,636 | $6.38M | 0.36% | +22,636 | New |
| Patriot Financial Group Insurance Agency, LLC | 22,691 | $6.40M | 1.13% | −815−3.5% | Reduced |
| Consolidated Investment Group LLC | 22,689 | $6.40M | 1.00% | 00.0% | Unchanged |
| State of Wyoming | 22,748 | $6.41M | 4.12% | −4,389−16.2% | Reduced |
| New Potomac Partners, LLC | 22,765 | $6.42M | 4.43% | −635−2.7% | Reduced |
| Greystone Financial Group, LLC | 22,780 | $6.42M | 1.91% | −8,920−28.1% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 22,823 | $6.43M | 5.66% | −427−1.8% | Reduced |
| Fruth Investment Management | 22,854 | $6.44M | 1.98% | −50.0% | Reduced |
| Stableford Capital II LLC | 21,284 | $6.44M | 3.27% | −2,629−11.0% | Reduced |
| MCF Advisors LLC | 22,867 | $6.45M | 0.65% | +2,008+9.6% | Added |
| Canton Hathaway, LLC | 22,870 | $6.45M | 1.85% | +1,000+4.6% | Added |
| Affiance Financial, LLC | 22,884 | $6.45M | 2.81% | +27+0.1% | Added |
| Intellectus Partners, LLC | 22,898 | $6.46M | 1.56% | −4,162−15.4% | Reduced |
| Boxwood Ventures, Inc. | 22,898 | $6.46M | 15.04% | +22,898 | New |
| Leisure Capital Management | 22,912 | $6.46M | 3.48% | −220−1.0% | Reduced |
| Strategic Financial Services, Inc, | 22,926 | $6.46M | 0.51% | −1,292−5.3% | Reduced |
| Canal Capital Management, LLC | 22,947 | $6.47M | 1.84% | −458−2.0% | Reduced |
| Institutional & Family Asset Management, LLC | 22,972 | $6.48M | 1.04% | −899−3.8% | Reduced |
| Moseley Investment Management Inc | 22,402 | $6.48M | 3.24% | +689+3.2% | Added |
| Bangor Savings Bank | 22,975 | $6.48M | 0.67% | +370+1.6% | Added |
| San Luis Wealth Advisors LLC | 22,980 | $6.48M | 3.61% | +22,980 | New |
| Laffer Tengler Investments | 23,005 | $6.49M | 1.88% | +7,687+50.2% | Added |
| Oak Harvest Investment Services | 23,024 | $6.49M | 1.89% | +2,774+13.7% | Added |
| Hengehold Capital Management LLC | 23,069 | $6.50M | 0.86% | +313+1.4% | Added |
| Tempus Wealth Planning, LLC | 23,130 | $6.52M | 3.69% | +347+1.5% | Added |
| Charles Schwab Trust Co | 23,168 | $6.53M | 1.28% | +1,903+8.9% | Added |
| Davis-Rea Ltd. | 23,193 | $6.54M | 3.20% | +335+1.5% | Added |
| Emerald Advisers, LLC | 23,216 | $6.54M | 0.24% | +10.0% | Added |
| Cary Street Partners Asset Management LLC | 23,230 | $6.55M | 2.31% | −128−0.5% | Reduced |
| Somerset Group LLC | 23,249 | $6.55M | 4.74% | −512−2.2% | Reduced |
| Townsend Asset Management Corp | 23,265 | $6.56M | 3.48% | +412+1.8% | Added |
| Parisi Gray Wealth Management | 22,689 | $6.56M | 2.71% | −91−0.4% | Reduced |
| Cunning Capital Partners, LP | 23,275 | $6.56M | 3.46% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 23,303 | $6.57M | 2.86% | −130−0.6% | Reduced |
| Financial Network Wealth Management LLC | 23,346 | $6.58M | 3.76% | +29+0.1% | Added |
| Trinity Legacy Partners, LLC | 23,370 | $6.59M | 2.37% | −2,157−8.4% | Reduced |
| Optas, LLC | 23,406 | $6.60M | 1.92% | −1,678−6.7% | Reduced |
| Security Asset Management | 23,462 | $6.61M | 2.68% | −73−0.3% | Reduced |
| QVR LLC | 23,505 | $6.63M | 13.55% | +23,505 | New |
| Alcosta Capital Management, Inc. | 23,568 | $6.64M | 4.05% | +167+0.7% | Added |
| JB Capital LLC | 23,572 | $6.64M | 0.86% | +23,572 | New |
| Souders Financial Advisors | 23,572 | $6.65M | 2.14% | +819+3.6% | Added |
| Key Financial Inc | 23,607 | $6.66M | 3.77% | −87−0.4% | Reduced |
| West Family Investments, Inc. | 23,608 | $6.66M | 1.77% | +2,152+10.0% | Added |
| FinTrust Capital Advisors, LLC | 23,626 | $6.66M | 1.77% | +563+2.4% | Added |
| Monument Capital Management | 23,636 | $6.66M | 2.27% | +48+0.2% | Added |
| Heritage Way Advisors, LLC | 23,712 | $6.68M | 2.78% | −497−2.1% | Reduced |
| TBH Global Asset Management, LLC | 23,727 | $6.69M | 1.55% | −631−2.6% | Reduced |
| Mount Vernon Associates Inc | 23,732 | $6.69M | 6.13% | −50.0% | Reduced |
| Valley Brook Capital Group | 23,741 | $6.69M | 6.63% | −515−2.1% | Reduced |
| Pinnacle Bancorp, Inc. | 23,781 | $6.70M | 2.68% | +5,449+29.7% | Added |
| Financial Engines Advisors L.L.C. | 23,872 | $6.73M | 0.02% | −12−0.1% | Reduced |
| CNB Bank | 23,873 | $6.73M | 4.04% | +1,044+4.6% | Added |