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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Gibraltar Capital Management, Inc. | 26,626 | $7.51M | 3.81% | +400+1.5% | Added |
| Evanson Asset Management, LLC | 27,669 | $7.51M | 0.77% | +34+0.1% | Added |
| Platte River Wealth Advisors, LLC | 26,674 | $7.52M | 2.78% | −44−0.2% | Reduced |
| Barton Investment Management | 26,680 | $7.52M | 0.63% | 00.0% | Unchanged |
| Eagle Capital Management, LLC | 26,748 | $7.54M | 2.05% | −3,327−11.1% | Reduced |
| Kercheville Advisors, LLC | 26,752 | $7.54M | 3.57% | −142−0.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 26,758 | $7.54M | 2.74% | −24−0.1% | Reduced |
| Essex Savings Bank | 24,988 | $7.54M | 2.74% | −169−0.7% | Reduced |
| Hurlow Wealth Management Group, Inc. | 26,771 | $7.55M | 4.49% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 26,774 | $7.55M | 3.72% | −464−1.7% | Reduced |
| Trust Investment Advisors | 26,785 | $7.55M | 6.75% | −2,256−7.8% | Reduced |
| Eukles Asset Management | 26,811 | $7.56M | 4.14% | +628+2.4% | Added |
| GFS Advisors, LLC | 26,860 | $7.57M | 1.65% | +100.0% | Added |
| Jackson Hole Capital Partners, LLC | 26,862 | $7.57M | 2.47% | +973+3.8% | Added |
| Old Dominion Capital Management Inc | 26,937 | $7.59M | 1.62% | +386+1.5% | Added |
| Wealth Alliance | 26,988 | $7.61M | 1.71% | −597−2.2% | Reduced |
| Fundsmith Investment Services Ltd. | 26,994 | $7.61M | 4.62% | +35+0.1% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 27,000 | $7.61M | 2.08% | 00.0% | Unchanged |
| Interval Partners, LP | 27,000 | $7.61M | 0.45% | +27,000 | New |
| Unified Trust Company, N.A. | 27,035 | $7.62M | 2.25% | +191+0.7% | Added |
| Brown Capital Management LLC | 27,056 | $7.63M | 0.06% | −4,000−12.9% | Reduced |
| Signet Investment Advisory Group, Inc. | 27,071 | $7.63M | 4.81% | −2,418−8.2% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 27,072 | $7.63M | 0.30% | +334+1.2% | Added |
| Sheets Smith Wealth Management | 27,122 | $7.65M | 1.04% | −1,286−4.5% | Reduced |
| Arete Wealth Advisors, LLC | 27,195 | $7.67M | 0.85% | +220+0.8% | Added |
| Mission Creek Capital Partners, Inc. | 27,230 | $7.68M | 1.43% | +844+3.2% | Added |
| First Mercantile Trust Co | 27,255 | $7.68M | 1.02% | −1,458−5.1% | Reduced |
| JT Stratford LLC | 27,255 | $7.68M | 2.36% | +164+0.6% | Added |
| Redwood Investments, LLC | 27,417 | $7.73M | 0.65% | −413−1.5% | Reduced |
| SOL Capital Management CO | 27,423 | $7.73M | 1.54% | −286−1.0% | Reduced |
| Ascension Asset Management LLC | 27,438 | $7.74M | 5.05% | −100−0.4% | Reduced |
| VeraBank, N.A. | 27,534 | $7.76M | 4.40% | +505+1.9% | Added |
| Heartland Bank & Trust Co | 27,539 | $7.76M | 6.69% | +4,026+17.1% | Added |
| Chatham Capital Group, Inc. | 27,546 | $7.77M | 1.49% | +265+1.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 27,590 | $7.78M | 1.82% | −257−0.9% | Reduced |
| Hourglass Capital, LLC | 27,622 | $7.79M | 2.12% | −2,260−7.6% | Reduced |
| Heron Bay Capital Management | 27,646 | $7.79M | 4.02% | +675+2.5% | Added |
| Murphy Pohlad Asset Management LLC | 27,658 | $7.80M | 3.19% | −1,051−3.7% | Reduced |
| Founders Financial Alliance, LLC | 27,665 | $7.80M | 3.65% | −725−2.6% | Reduced |
| FWL Investment Management, LLC | 27,671 | $7.80M | 4.91% | −714−2.5% | Reduced |
| Winning Points Advisors, LLC | 27,775 | $7.83M | 5.91% | −335−1.2% | Reduced |
| Guinness Atkinson Asset Management Inc | 27,843 | $7.85M | 3.65% | −3,084−10.0% | Reduced |
| Vista Capital Partners, Inc. | 27,862 | $7.86M | 1.13% | +496+1.8% | Added |
| Waycross Partners, LLC | 27,876 | $7.86M | 4.95% | −16,080−36.6% | Reduced |
| Lesa Sroufe & Co | 27,960 | $7.88M | 8.39% | −169−0.6% | Reduced |
| Piscataqua Savings Bank | 27,999 | $7.89M | 6.82% | −308−1.1% | Reduced |
| Liberty Capital Management, Inc. | 28,010 | $7.90M | 2.33% | −69−0.2% | Reduced |
| M.D. Sass Investors Services, Inc. | 28,020 | $7.90M | 1.34% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 28,018 | $7.90M | 3.75% | +2,051+7.9% | Added |
| Advisor OS, LLC | 28,036 | $7.91M | 1.72% | −85−0.3% | Reduced |
| SPC Financial, Inc. | 28,042 | $7.91M | 0.98% | −2,534−8.3% | Reduced |
| Krilogy Financial LLC | 28,060 | $7.91M | 0.79% | +248+0.9% | Added |
| Wimmer Associates 1, LLC | 28,072 | $7.91M | 4.69% | −813−2.8% | Reduced |
| Continuum Advisory, LLC | 28,072 | $7.91M | 2.12% | +1,012+3.7% | Added |
| American Research & Management Co. | 28,125 | $7.93M | 1.83% | −205−0.7% | Reduced |
| Arlington Partners LLC | 28,145 | $7.93M | 2.28% | +10,877+63.0% | Added |
| Nadler Financial Group, Inc. | 28,206 | $7.95M | 1.30% | +483+1.7% | Added |
| Costello Asset Management, INC | 28,296 | $7.98M | 5.10% | +940+3.4% | Added |
| Prelude Capital Management, LLC | 28,327 | $7.99M | 0.44% | −12,383−30.4% | Reduced |
| Exeter Financial, LLC | 28,392 | $8.00M | 4.78% | −323−1.1% | Reduced |
| Platinum Investment Management Ltd | 28,431 | $8.02M | 0.23% | +3,433+13.7% | Added |
| Meridian Investment Counsel Inc. | 28,473 | $8.03M | 2.91% | −75−0.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 28,497 | $8.03M | 2.36% | +2,599+10.0% | Added |
| Independent Solutions Wealth Management, LLC | 28,511 | $8.04M | 1.99% | −196−0.7% | Reduced |
| LCNB Corp | 28,619 | $8.07M | 4.07% | −898−3.0% | Reduced |
| Next Century Growth Investors LLC | 28,619 | $8.07M | 0.70% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 28,640 | $8.07M | 4.95% | +422+1.5% | Added |
| Birch Capital Management, LLC | 28,647 | $8.08M | 5.48% | +10.0% | Added |
| Darwin Advisors, LLC | 28,659 | $8.08M | 1.29% | −2,068−6.7% | Reduced |
| Diamant Asset Management, Inc. | 28,705 | $8.09M | 6.69% | +28,705 | New |
| ARGI Investment Services, LLC | 28,759 | $8.11M | 0.26% | +2,185+8.2% | Added |
| Perennial Investment Advisors, LLC | 28,843 | $8.13M | 2.88% | +202+0.7% | Added |
| Whitener Capital Management, Inc. | 36,618 | $8.14M | 3.75% | +436+1.2% | Added |
| Annandale Capital, LLC | 28,954 | $8.16M | 4.91% | +18+0.1% | Added |
| Beck Capital Management, LLC | 28,980 | $8.17M | 2.74% | +376+1.3% | Added |
| Ausdal Financial Partners, Inc. | 29,064 | $8.19M | 1.22% | +1,301+4.7% | Added |
| Brio Consultants, LLC | 29,123 | $8.21M | 1.99% | −1,583−5.2% | Reduced |
| McMahon Financial Advisors, LLC | 29,113 | $8.21M | 3.77% | −319−1.1% | Reduced |
| Lantz Financial LLC | 29,133 | $8.21M | 4.21% | −788−2.6% | Reduced |
| Point72 Hong Kong Ltd | 29,148 | $8.22M | 0.63% | −852−2.8% | Reduced |
| Kavar Capital Partners Group, LLC | 29,194 | $8.23M | 1.88% | +377+1.3% | Added |
| HAP Trading, LLC | 29,198 | $8.23M | 0.61% | −86,653−74.8% | Reduced |
| Scott Investment Partners LLP | 29,200 | $8.23M | 5.65% | 00.0% | Unchanged |
| Golden State Equity Partners | 29,355 | $8.28M | 3.43% | −1,817−5.8% | Reduced |
| Summit X, LLC | 29,364 | $8.28M | 2.08% | +342+1.2% | Added |
| Studio Investment Management LLC | 29,385 | $8.28M | 3.56% | +29,385 | New |
| Adirondack Trust Co | 24,992 | $8.29M | 3.94% | −88−0.4% | Reduced |
| Windsor Group LTD | 28,682 | $8.29M | 1.74% | −30.0% | Reduced |
| Mandatum Life Insurance Co Ltd | 29,432 | $8.30M | 1.54% | +250+0.9% | Added |
| Eastover Investment Advisors LLC | 29,434 | $8.30M | 5.41% | −1,311−4.3% | Reduced |
| Harrington Investments, INC | 29,487 | $8.31M | 4.80% | +93+0.3% | Added |
| Plante Moran Financial Advisors, LLC | 29,556 | $8.33M | 1.85% | +2,083+7.6% | Added |
| Regent Peak Wealth Advisors LLC | 29,579 | $8.34M | 2.39% | +75+0.3% | Added |
| RFG Advisory, LLC | 29,590 | $8.34M | 0.69% | +796+2.8% | Added |
| Drexel Morgan & Co. | 29,643 | $8.36M | 2.68% | −3,102−9.5% | Reduced |
| Trexquant Investment LP | 29,669 | $8.36M | 0.66% | +29,669 | New |
| Mendel Money Management | 29,680 | $8.37M | 5.24% | −65−0.2% | Reduced |
| Spirit of America Management Corp | 29,739 | $8.38M | 1.81% | −300−1.0% | Reduced |
| Frisch Financial Group, Inc. | 29,807 | $8.40M | 2.80% | +160+0.5% | Added |
| HBC Financial Services, PLLC | 28,525 | $8.41M | 5.62% | −420−1.5% | Reduced |