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; 6,247 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Maltin Wealth Management, Inc. | 994 | $280.0K | 0.17% | +47+5.0% | Added |
| Armor Investment Advisors, LLC | 998 | $281.0K | 0.18% | 00.0% | Unchanged |
| Interactive Financial Advisors | 1,000 | $282.0K | 0.12% | 00.0% | Unchanged |
| Alpha Omega Group, Inc. | 1,000 | $282.0K | 0.30% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 1,007 | $284.0K | 0.08% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 1,012 | $285.0K | 0.07% | 00.0% | Unchanged |
| Milestone Advisory Partners | 1,023 | $288.0K | 0.17% | −230−18.4% | Reduced |
| Jackson Wealth Management, LLC | 172,251 | $291.0K | 3.53% | +13,144+8.3% | Added |
| Family Capital Trust Co | 1,050 | $296.0K | 0.08% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 1,051 | $296.3K | 0.18% | 00.0% | Unchanged |
| Telemetry Investments, L.L.C. | 1,055 | $297.0K | 0.41% | +155+17.2% | Added |
| Financial Synergies Wealth Advisors, Inc. | 1,060 | $298.9K | 0.04% | +161+17.9% | Added |
| Fulcrum Asset Management LLP | – | $301.0K | 0.15% | – | – |
| Rice Hall James & Associates, LLC | 1,071 | $302.0K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 1,070 | $302.0K | 0.23% | 00.0% | Unchanged |
| American Investment Services, Inc. | 1,082 | $305.0K | 0.07% | +109+11.2% | Added |
| Waller Financial Planning Group, Inc | 1,087 | $306.0K | 0.08% | +164+17.8% | Added |
| Dorsey Wright & Associates | 1,087 | $307.0K | 0.07% | +1,087 | New |
| Kessler Investment Group, LLC | 1,097 | $309.0K | 0.22% | +1,078+5,673.7% | Added |
| Nia Impact Advisors, LLC | 1,100 | $310.0K | 0.13% | +1+0.1% | Added |
| Cooke & Bieler LP | 1,098 | $310.0K | 0.00% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 1,104 | $311.0K | 0.16% | −1,420−56.3% | Reduced |
| Tobias Financial Advisors, Inc. | 1,105 | $312.0K | 0.12% | −40−3.5% | Reduced |
| Disciplined Growth Investors Inc | 1,110 | $313.0K | 0.01% | −10−0.9% | Reduced |
| Shakespeare Wealth Management, Inc. | 1,089 | $315.0K | 0.12% | +185+20.5% | Added |
| Weil Company, Inc. | 1,127 | $318.0K | 0.17% | 00.0% | Unchanged |
| Harbor Group, Inc. | 1,132 | $319.0K | 0.21% | 00.0% | Unchanged |
| New England Guild Wealth Advisors, Inc. | 1,137 | $320.0K | 0.17% | +1+0.1% | Added |
| Core Wealth Advisors, Inc. | 1,142 | $322.0K | 0.21% | −47−4.0% | Reduced |
| Bridgefront Capital, LLC | 1,161 | $327.0K | 0.34% | +1,161 | New |
| Sanford Advisory Services, LLC | 1,162 | $328.0K | 0.08% | −2,000−63.3% | Reduced |
| Two Sigma Securities, LLC | 1,167 | $329.0K | 0.07% | −1,125−49.1% | Reduced |
| Chartist Inc | 1,168 | $329.4K | 0.17% | +1+0.1% | Added |
| SageGuard Financial Group, LLC | 1,172 | $330.0K | 5.18% | −29,553−96.2% | Reduced |
| Inspire Advisors, LLC | 1,173 | $331.0K | 0.10% | +374+46.8% | Added |
| Hochman Cole Investment Advisors, Inc. | 1,176 | $332.0K | 0.13% | −22−1.8% | Reduced |
| Ameraudi Asset Management, Inc. | 1,180 | $332.0K | 0.14% | −5−0.4% | Reduced |
| Biltmore Wealth Management, LLC | 1,188 | $335.0K | 0.13% | −5−0.4% | Reduced |
| Meridian Management Co | 1,192 | $336.0K | 0.10% | 00.0% | Unchanged |
| NexWave Capital Partners LLC | 1,191 | $336.0K | 0.87% | 00.0% | Unchanged |
| Outfitter Financial LLC | 1,195 | $337.0K | 0.27% | −55−4.4% | Reduced |
| Wealthgate Family Office, LLC | 1,196 | $337.0K | 0.52% | +1,196 | New |
| ETF Portfolio Partners, Inc. | 1,217 | $343.0K | 0.14% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 1,228 | $346.0K | 0.26% | +91+8.0% | Added |
| Twinbeech Capital LP | 1,226 | $346.0K | 0.02% | +1,226 | New |
| Saybrook Capital | 1,231 | $347.0K | 0.10% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 1,236 | $348.0K | 0.02% | +1,236 | New |
| Mma Asset Management LLC | 1,243 | $350.0K | 0.27% | +11+0.9% | Added |
| Altus Wealth Management, LLC | 1,256 | $354.0K | 0.22% | +40+3.3% | Added |
| Wooster Corthell Wealth Management, Inc. | 1,260 | $355.0K | 0.09% | +7+0.6% | Added |
| Seneca Financial Advisors LLC | 1,262 | $355.9K | 0.24% | +5+0.4% | Added |
| Facet Wealth, Inc. | 1,272 | $359.0K | 0.04% | +513+67.6% | Added |
| AAFCPAs Wealth Management, LLC | 1,279 | $360.5K | 0.27% | +32+2.6% | Added |
| Stephenson National Bank & Trust | 1,287 | $363.0K | 0.23% | 00.0% | Unchanged |
| Strategic Equity Management | 1,299 | $366.0K | 0.12% | +223+20.7% | Added |
| Managed Account Services Inc | 1,299 | $366.0K | 0.10% | +252+24.1% | Added |
| Ogorek Anthony Joseph | 1,309 | $369.0K | 0.17% | +116+9.7% | Added |
| ForthRight Wealth Management, LLC | 1,312 | $370.0K | 0.22% | +212+19.3% | Added |
| Gibson Capital, LLC | 1,317 | $370.0K | 0.10% | +325+32.8% | Added |
| Keeley-Teton Advisors, LLC | 1,315 | $371.0K | 0.04% | +1,315 | New |
| Partners in Financial Planning | 1,316 | $371.0K | 0.12% | +21+1.6% | Added |
| Ergoteles LLC | 1,320 | $372.0K | 0.01% | −52,825−97.6% | Reduced |
| Versor Investments LP | 1,327 | $374.0K | 0.01% | +1,327 | New |
| Quantinno Capital Management LP | 1,331 | $375.0K | 0.42% | +281+26.8% | Added |
| Joseph P. Lucia & Associates, LLC | 1,337 | $377.0K | 0.22% | −9−0.7% | Reduced |
| Sicart Associates LLC | 1,342 | $378.0K | 0.10% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 1,342 | $378.0K | 0.15% | +194+16.9% | Added |
| Lombard Odier Asset Management (USA) Corp | 1,345 | $379.0K | 0.06% | −6,655−83.2% | Reduced |
| All Season Financial Advisors, Inc. | 1,343 | $379.0K | 0.31% | +20+1.5% | Added |
| Prism Advisors, Inc. | 1,346 | $380.0K | 0.14% | −2−0.1% | Reduced |
| BCK Partners, Inc. | 1,355 | $382.0K | 0.24% | −38−2.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,350 | $383.0K | 0.12% | −1,050−43.8% | Reduced |
| Tri-Star Advisors Inc. | 1,266 | $383.0K | 0.17% | +111+9.6% | Added |
| AlphaMark Advisors, LLC | 1,365 | $385.0K | 0.14% | −31−2.2% | Reduced |
| NewSquare Capital LLC | 1,370 | $386.0K | 0.05% | −220−13.8% | Reduced |
| QCM Cayman, Ltd. | 1,370 | $386.0K | 1.06% | +1,370 | New |
| UBP Investment Advisors SA | 1,400 | $390.0K | 0.15% | −979−41.2% | Reduced |
| Beacon Wealthcare LLC | 1,385 | $390.0K | 0.19% | −336−19.5% | Reduced |
| Intrepid Capital Management Inc | 1,386 | $391.0K | 0.19% | +72+5.5% | Added |
| Tatro Capital, LLC | 1,389 | $392.0K | 0.31% | −117−7.8% | Reduced |
| Silverleafe Capital Partners, LLC | 1,389 | $392.0K | 0.16% | −93−6.3% | Reduced |
| Daniels&Tansey,LLP | 1,393 | $392.0K | 0.14% | +116+9.1% | Added |
| Beacon Financial Strategies CORP | 1,394 | $392.9K | 0.36% | 00.0% | Unchanged |
| Knott David M | 1,400 | $395.0K | 0.16% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,404 | $396.0K | 0.35% | +16+1.2% | Added |
| Piershale Financial Group, Inc. | 1,410 | $398.0K | 0.16% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 1,427 | $402.0K | 0.20% | 00.0% | Unchanged |
| Arkansas Financial Group, Inc. | 1,433 | $404.0K | 0.09% | +44+3.2% | Added |
| Simplify Asset Management Inc. | 1,434 | $404.0K | 0.07% | +1,434 | New |
| JMG Financial Group, Ltd. | 1,440 | $406.0K | 0.02% | 00.0% | Unchanged |
| Truefg, LLC | 1,224 | $406.0K | 0.18% | +70+6.1% | Added |
| Archetype Wealth Partners | 1,449 | $409.0K | 0.14% | +8+0.6% | Added |
| Reinhart Partners, Inc. | 1,455 | $410.0K | 0.02% | 00.0% | Unchanged |
| Lunia Capital LP | 1,461 | $412.0K | 12.42% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 1,468 | $414.0K | 0.30% | 00.0% | Unchanged |
| Sippican Capital Advisors | 1,471 | $415.0K | 0.36% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 1,491 | $420.0K | 0.08% | −132−8.1% | Reduced |
| Truvvo Partners LLC | 1,508 | $425.0K | 0.29% | +2+0.1% | Added |
| Asset Planning Corporation | 1,512 | $426.0K | 0.39% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 1,511 | $426.0K | 0.08% | +75+5.2% | Added |