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 |
|---|---|---|---|---|---|
| Peloton Wealth Strategists | 23,879 | $6.73M | 2.76% | −674−2.7% | Reduced |
| Parkside Financial Bank & Trust | 23,893 | $6.74M | 1.98% | −111−0.5% | Reduced |
| RPg Family Wealth Advisory, LLC | 23,894 | $6.74M | 2.84% | +876+3.8% | Added |
| Versant Capital Management, Inc | 23,941 | $6.75M | 2.39% | −104−0.4% | Reduced |
| Surevest, LLC | 23,965 | $6.76M | 1.71% | +764+3.3% | Added |
| Stenahm Asset Managment Ltd | 24,000 | $6.77M | 4.41% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 23,704 | $6.79M | 4.72% | −945−3.8% | Reduced |
| Amica Retiree Medical Trust | 24,102 | $6.79M | 6.14% | −10,620−30.6% | Reduced |
| Mather Group, LLC. | 24,116 | $6.80M | 0.16% | −587−2.4% | Reduced |
| Mraz, Amerine & Associates, Inc. | 24,143 | $6.81M | 1.86% | −519−2.1% | Reduced |
| Quest Capital Management Inc | 24,147 | $6.81M | 1.34% | +369+1.6% | Added |
| Sutton Wealth Advisors Inc. | 24,155 | $6.81M | 2.51% | +120.0% | Added |
| Bridgewater Advisors Inc. | 24,173 | $6.82M | 1.88% | +218+0.9% | Added |
| EagleClaw Capital Managment, LLC | 24,234 | $6.83M | 1.76% | +911+3.9% | Added |
| Clear Perspective Advisors, LLC | 24,240 | $6.83M | 2.34% | −1,582−6.1% | Reduced |
| Applied Research Investments, LLC | 24,272 | $6.84M | 2.28% | −998−3.9% | Reduced |
| Zevenbergen Capital Investments LLC | 24,278 | $6.84M | 0.13% | +636+2.7% | Added |
| Berger Financial Group, Inc | 24,310 | $6.85M | 1.24% | +1,309+5.7% | Added |
| Kingfisher Capital LLC | 24,318 | $6.86M | 1.78% | +492+2.1% | Added |
| Connolly Sarah T. | 24,318 | $6.86M | 5.64% | −615−2.5% | Reduced |
| Childress Capital Advisors, LLC | 24,325 | $6.86M | 2.79% | +2,542+11.7% | Added |
| Wambolt & Associates, LLC | 23,772 | $6.87M | 2.76% | +957+4.2% | Added |
| Stolper Co | 24,431 | $6.89M | 3.29% | −205−0.8% | Reduced |
| Fort Point Capital Partners LLC | 24,517 | $6.91M | 1.07% | +8,054+48.9% | Added |
| Ayalon Holdings Ltd. | 23,918 | $6.92M | 2.49% | −825−3.3% | Reduced |
| Marathon Capital Management | 24,529 | $6.92M | 1.57% | +6,248+34.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 24,548 | $6.92M | 5.97% | −409−1.6% | Reduced |
| Strong Tower Advisory Services | 23,361 | $6.92M | 4.03% | +23,361 | New |
| Beta Wealth Group, Inc. | 24,605 | $6.93M | 5.00% | −1,431−5.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 24,591 | $6.93M | 3.73% | +530+2.2% | Added |
| Beaumont Asset Management, L.L.C. | 24,642 | $6.95M | 5.17% | +696+2.9% | Added |
| Breakline Capital LLC | 24,642 | $6.95M | 5.70% | +10,980+80.4% | Added |
| Personal Cfo Solutions, LLC | 24,678 | $6.96M | 1.43% | −4,691−16.0% | Reduced |
| Castle Rock Wealth Management, LLC | 20,645 | $6.96M | 2.38% | −1,813−8.1% | Reduced |
| Camden Capital, LLC | 24,687 | $6.96M | 1.40% | +614+2.6% | Added |
| Cito Capital Group, LLC | 24,701 | $6.96M | 3.26% | 00.0% | Unchanged |
| Slow Capital, Inc. | 24,719 | $6.97M | 1.28% | −2,157−8.0% | Reduced |
| Bouvel Investment Partners, LLC | 24,758 | $6.98M | 3.95% | +639+2.6% | Added |
| Bingham Osborn & Scarborough LLC | 24,798 | $6.99M | 0.49% | −162−0.6% | Reduced |
| Keeler Thomas Management LLC | 24,808 | $7.00M | 3.33% | +608+2.5% | Added |
| Congress Park Capital LLC | 24,934 | $7.03M | 3.60% | −495−1.9% | Reduced |
| Freed Investment Group | 24,979 | $7.04M | 5.37% | +219+0.9% | Added |
| Halbert Hargrove Global Advisors, LLC | 24,997 | $7.05M | 0.49% | −760−3.0% | Reduced |
| 3G Capital Partners LP | 25,000 | $7.05M | 1.53% | −5,000−16.7% | Reduced |
| Harbor Advisors LLC | 25,000 | $7.05M | 1.41% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 25,000 | $7.05M | 5.71% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 25,049 | $7.06M | 0.02% | −725−2.8% | Reduced |
| Sunflower Bank, N.A. | 25,067 | $7.07M | 1.00% | +3,199+14.6% | Added |
| Wrapmanager Inc | 25,087 | $7.07M | 1.85% | −3,553−12.4% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 25,091 | $7.07M | 4.71% | +2,172+9.5% | Added |
| Crescent Capital Consulting, LLC | 25,111 | $7.08M | 1.30% | 00.0% | Unchanged |
| Morris Capital Advisors, LLC | 25,193 | $7.10M | 5.60% | −875−3.4% | Reduced |
| Ami Investment Management Inc | 25,194 | $7.10M | 3.04% | +30.0% | Added |
| Lorne Steinberg Wealth Management Inc. | 25,206 | $7.11M | 3.44% | −30.0% | Reduced |
| Manchester Capital Management LLC | 25,242 | $7.12M | 0.97% | +3,258+14.8% | Added |
| Insight Advisors, LLC | 21,154 | $7.12M | 2.13% | −260−1.2% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 25,248 | $7.12M | 2.12% | −4,755−15.8% | Reduced |
| Aspen Investment Management Inc | 25,252 | $7.12M | 3.77% | −746−2.9% | Reduced |
| First City Capital Management, Inc. | 25,262 | $7.12M | 4.01% | +38+0.2% | Added |
| Pacitti Group Inc. | 25,311 | $7.14M | 4.46% | – | – |
| Schneider Downs Wealth Management Advisors, LP | 25,331 | $7.14M | 1.84% | +2,039+8.8% | Added |
| Strategic Investment Advisors | 25,385 | $7.16M | 1.57% | +647+2.6% | Added |
| Asset Management Corp | 25,407 | $7.16M | 4.48% | −557−2.1% | Reduced |
| First PREMIER Bank | 25,473 | $7.18M | 2.04% | +2,466+10.7% | Added |
| River & Mercantile Asset Management LLP | 25,558 | $7.20M | 0.56% | −16,765−39.6% | Reduced |
| Legato Capital Management LLC | 25,564 | $7.21M | 1.37% | −7,614−22.9% | Reduced |
| Stelac Advisory Services LLC | 25,615 | $7.22M | 1.94% | −3,705−12.6% | Reduced |
| Aurora Investment Managers, LLC. | 25,687 | $7.24M | 7.36% | −1,273−4.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 25,696 | $7.24M | 4.74% | −250−1.0% | Reduced |
| Gateway Advisory, LLC | 25,703 | $7.25M | 1.51% | +2,290+9.8% | Added |
| DFPG Investments, LLC | 24,079 | $7.29M | 2.76% | +2,842+13.4% | Added |
| Tradition Wealth Management, LLC | 25,871 | $7.29M | 1.04% | −51−0.2% | Reduced |
| Encompass Wealth Advisors, LLC | 25,933 | $7.31M | 1.91% | −8,251−24.1% | Reduced |
| Poehling Capital Management, LLC | 25,932 | $7.31M | 2.47% | −1,028−3.8% | Reduced |
| First Pacific Advisors, LP | 25,937 | $7.31M | 0.09% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 25,956 | $7.32M | 0.56% | −370−1.4% | Reduced |
| Affinity Investment Advisors, LLC | 25,989 | $7.33M | 3.29% | −777−2.9% | Reduced |
| All Terrain Financial Advisors, LLC | 26,011 | $7.33M | 3.37% | −10,814−29.4% | Reduced |
| HBW Advisory Services LLC | 26,011 | $7.33M | 1.90% | −2,203−7.8% | Reduced |
| Investment Partners, Ltd. | 26,027 | $7.34M | 3.34% | −84−0.3% | Reduced |
| Asio Capital, LLC | 26,062 | $7.35M | 2.53% | +1,148+4.6% | Added |
| Teamwork Financial Advisors, LLC | 26,109 | $7.36M | 1.46% | +7,576+40.9% | Added |
| Private Ocean, LLC | 26,140 | $7.37M | 0.90% | +678+2.7% | Added |
| Beech Hill Advisors, Inc. | 26,159 | $7.38M | 3.06% | +120.0% | Added |
| Occidental Asset Management, LLC | 26,169 | $7.38M | 1.91% | +503+2.0% | Added |
| Principal Street Partners, LLC | 26,174 | $7.38M | 2.01% | +3,793+16.9% | Added |
| Solstein Capital, LLC | 26,201 | $7.39M | 4.29% | +14,713+128.1% | Added |
| Family Legacy, Inc. | 25,101 | $7.40M | 3.33% | −1,231−4.7% | Reduced |
| NovaPoint Capital, LLC | 26,260 | $7.40M | 2.97% | +189+0.7% | Added |
| B & T Capital Management DBA Alpha Capital Management | 26,273 | $7.41M | 1.76% | −1,890−6.7% | Reduced |
| Orleans Capital Management Corp | 26,309 | $7.42M | 4.73% | −100.0% | Reduced |
| Gryphon Financial Partners LLC | 26,323 | $7.42M | 1.73% | −706−2.6% | Reduced |
| Mirador Capital Partners LP | 26,376 | $7.44M | 1.69% | +628+2.4% | Added |
| Investment Research & Advisory Group, Inc. | 26,279 | $7.45M | 4.96% | +183+0.7% | Added |
| Probity Advisors, Inc. | 26,427 | $7.45M | 1.54% | −392−1.5% | Reduced |
| Clarity Financial LLC | 26,459 | $7.46M | 1.39% | +9,829+59.1% | Added |
| Zeke Capital Advisors, LLC | 26,514 | $7.47M | 0.43% | −1,596−5.7% | Reduced |
| Sonata Capital Group Inc | 26,581 | $7.49M | 3.36% | −379−1.4% | Reduced |
| Ayrshire Capital Management LLC | 26,581 | $7.49M | 4.25% | +30.0% | Added |
| Herald Investment Management Ltd | 26,632 | $7.50M | 1.23% | −500−1.8% | Reduced |