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 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 29,836 | $8.41M | 2.15% | +2,963+11.0% | Added |
| Andesa Financial Management Inc. | 29,996 | $8.45M | 4.59% | −24,261−44.7% | Reduced |
| Maytus Capital Management, LLC | 30,000 | $8.46M | 2.89% | −5,000−14.3% | Reduced |
| Handelsinvest Investeringsforvaltning | 30,003 | $8.46M | 0.92% | +3,000+11.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 30,000 | $8.46M | 3.57% | +5,000+20.0% | Added |
| Windward Capital Management Co | 30,005 | $8.46M | 0.78% | +119+0.4% | Added |
| SNS Financial Group, LLC | 30,020 | $8.46M | 1.05% | −104−0.3% | Reduced |
| Executive Wealth Group LLC | 30,020 | $8.46M | 5.17% | +23+0.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 30,051 | $8.47M | 2.79% | −1,811−5.7% | Reduced |
| Excalibur Management Corp | 30,061 | $8.47M | 3.71% | −2,728−8.3% | Reduced |
| Keystone Financial Planning, Inc. | 30,067 | $8.48M | 3.08% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 30,198 | $8.48M | 1.53% | 00.0% | Unchanged |
| HNP Capital LLC | 30,152 | $8.50M | 2.13% | −218−0.7% | Reduced |
| Carlson Capital Management | 30,183 | $8.51M | 0.90% | +683+2.3% | Added |
| Affinity Wealth Management LLC | 30,170 | $8.52M | 1.74% | +34+0.1% | Added |
| Michael B. Yongue | 30,256 | $8.53M | 6.24% | +90.0% | Added |
| Voya Financial Advisors, Inc. | 30,038 | $8.53M | 1.04% | +1,403+4.9% | Added |
| Vectors Research Management, LLC | 30,283 | $8.54M | 2.01% | −87−0.3% | Reduced |
| Curbstone Financial Management Corp | 30,453 | $8.59M | 1.62% | −1,002−3.2% | Reduced |
| Capital Asset Advisory Services LLC | 30,566 | $8.62M | 0.96% | +104+0.3% | Added |
| First Bank & Trust | 30,572 | $8.62M | 3.94% | +10.0% | Added |
| Hixon Zuercher, LLC | 30,608 | $8.63M | 5.04% | +510+1.7% | Added |
| Summit Trail Advisors, LLC | 30,615 | $8.63M | 0.65% | +5,785+23.3% | Added |
| Tandem Capital Management Corp | 30,631 | $8.63M | 5.44% | +390+1.3% | Added |
| Symphony Financial, Ltd. Co. | 30,444 | $8.65M | 3.03% | −9,306−23.4% | Reduced |
| Delta Financial Advisors LLC | 30,702 | $8.65M | 3.85% | −332−1.1% | Reduced |
| Little House Capital LLC | 30,703 | $8.66M | 5.08% | −2,193−6.7% | Reduced |
| MEMBERS Trust Co | 30,544 | $8.68M | 0.27% | −314−1.0% | Reduced |
| Corbenic Partners LLC | 30,851 | $8.70M | 2.11% | +2,019+7.0% | Added |
| Burke & Herbert Bank & Trust Co | 30,879 | $8.71M | 5.62% | −60.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 30,888 | $8.71M | 2.85% | −1,630−5.0% | Reduced |
| Geneva Partners, LLC | 30,891 | $8.71M | 4.30% | +19+0.1% | Added |
| Columbia Trust Co 01012016 | 30,900 | $8.71M | 4.60% | +77+0.2% | Added |
| Inscription Capital, LLC | 30,981 | $8.73M | 2.74% | −75,024−70.8% | Reduced |
| Kapitalo Investimentos Ltda | 31,063 | $8.76M | 4.76% | −3,060−9.0% | Reduced |
| Highlander Capital Management, LLC | 31,065 | $8.76M | 4.44% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 31,103 | $8.77M | 2.13% | +51+0.2% | Added |
| Hamel Associates, Inc. | 31,151 | $8.78M | 3.43% | −867−2.7% | Reduced |
| Biltmore Family Office, LLC | 31,342 | $8.84M | 2.13% | +5,997+23.7% | Added |
| M&R Capital Management Inc | 31,399 | $8.85M | 2.00% | +401+1.3% | Added |
| Markston International LLC | 31,421 | $8.86M | 8.29% | −16,117−33.9% | Reduced |
| Westover Capital Advisors, LLC | 31,496 | $8.88M | 2.78% | +1,325+4.4% | Added |
| TFG Advisers LLC | 31,516 | $8.88M | 4.30% | −133−0.4% | Reduced |
| Marvin & Palmer Associates Inc | 31,527 | $8.89M | 3.60% | +31,527 | New |
| Schwab Charitable Fund | 31,548 | $8.89M | 1.59% | −1,745−5.2% | Reduced |
| WealthTrust Axiom LLC | 31,647 | $8.92M | 3.02% | −1,281−3.9% | Reduced |
| Menlo Advisors LLC | 31,738 | $8.95M | 4.73% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 31,755 | $8.95M | 5.31% | +648+2.1% | Added |
| Copeland Capital Management, LLC | 31,784 | $8.96M | 0.26% | +17,607+124.2% | Added |
| M. Kulyk & Associates, LLC | 31,824 | $8.97M | 2.87% | +1,136+3.7% | Added |
| Brick & Kyle, Associates | 31,578 | $8.98M | 4.55% | +55+0.2% | Added |
| Grove Bank & Trust | 31,882 | $8.99M | 1.89% | +518+1.7% | Added |
| Red Door Wealth Management, LLC | 31,883 | $8.99M | 3.44% | +2,159+7.3% | Added |
| Founders Capital Management | 31,958 | $9.01M | 6.18% | −287−0.9% | Reduced |
| United Capital Management of KS, Inc. | 31,982 | $9.02M | 3.69% | +232+0.7% | Added |
| Sawyer & Company, Inc | 32,021 | $9.03M | 4.26% | −490−1.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 32,075 | $9.04M | 5.11% | +140.0% | Added |
| Loudon Investment Management, LLC | 32,135 | $9.06M | 6.44% | −849−2.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 32,136 | $9.06M | 1.06% | +2,549+8.6% | Added |
| Wolverine Asset Management LLC | 32,209 | $9.08M | 0.10% | +32,209 | New |
| Palmer Knight Co | 32,236 | $9.09M | 4.74% | +142+0.4% | Added |
| Nicolet Bankshares Inc | 32,328 | $9.11M | 2.35% | +1,895+6.2% | Added |
| Sandbox Financial Partners, LLC | 32,361 | $9.12M | 6.51% | +1,765+5.8% | Added |
| MidWestOne Financial Group, Inc. | 32,376 | $9.13M | 2.14% | −1,481−4.4% | Reduced |
| Signet Financial Management, LLC | 32,417 | $9.14M | 1.58% | +32,417 | New |
| Cutler Group LP | 32,444 | $9.15M | 0.69% | +25,991+402.8% | Added |
| Oxler Private Wealth LLC | 32,450 | $9.15M | 4.03% | −90.0% | Reduced |
| Hollencrest Capital Management | 32,461 | $9.15M | 0.82% | +6,483+25.0% | Added |
| Cambridge Financial Group, Inc. | 32,465 | $9.15M | 4.03% | −630−1.9% | Reduced |
| JNBA Financial Advisors | 32,495 | $9.16M | 1.23% | −108−0.3% | Reduced |
| Eos Focused Equity Management, L.P. | 10,874 | $9.16M | 6.98% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 32,529 | $9.17M | 2.88% | −1,156−3.4% | Reduced |
| Permanens Capital L.P. | 32,545 | $9.18M | 1.66% | −579−1.7% | Reduced |
| Financial Perspectives, Inc | 32,545 | $9.18M | 4.62% | +301+0.9% | Added |
| VisionPoint Advisory Group, LLC | 27,361 | $9.20M | 4.10% | +548+2.0% | Added |
| CX Institutional | 32,628 | $9.20M | 0.75% | −416−1.3% | Reduced |
| Davidson Trust Co | 32,659 | $9.21M | 7.03% | −805−2.4% | Reduced |
| BIT Capital GmbH | 32,685 | $9.21M | 0.54% | +19,905+155.8% | Added |
| Cascadia Advisory Services, LLC | 32,780 | $9.24M | 1.87% | −1,347−3.9% | Reduced |
| Herold Advisors, Inc. | 32,807 | $9.25M | 3.60% | +32,807 | New |
| SeaBridge Investment Advisors LLC | 32,841 | $9.26M | 3.04% | +1,211+3.8% | Added |
| Procyon Private Wealth Partners, LLC | 32,841 | $9.26M | 2.39% | +1,846+6.0% | Added |
| Connable Office Inc | 32,853 | $9.26M | 1.34% | −1,963−5.6% | Reduced |
| AlphaCrest Capital Management LLC | 32,867 | $9.27M | 0.48% | +25,207+329.1% | Added |
| Villere St Denis J & Co LLC | 32,880 | $9.27M | 0.54% | −36,043−52.3% | Reduced |
| Clear Creek Financial Management, LLC | 32,893 | $9.27M | 1.49% | +197+0.6% | Added |
| Shepherd Financial Partners LLC | 32,942 | $9.29M | 1.79% | +40+0.1% | Added |
| Bedel Financial Consulting, Inc. | 32,950 | $9.29M | 3.19% | −393−1.2% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 32,981 | $9.30M | 3.44% | +403+1.2% | Added |
| Bridge Creek Capital Management LLC | 33,006 | $9.30M | 3.46% | +565+1.7% | Added |
| Roanoke Asset Management Corp | 33,029 | $9.31M | 3.31% | −35−0.1% | Reduced |
| Boit C F David | 32,260 | $9.33M | 6.40% | +3,250+11.2% | Added |
| Hendershot Investments Inc. | 33,153 | $9.35M | 1.77% | −340−1.0% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 33,187 | $9.36M | 3.40% | +1,685+5.3% | Added |
| Claro Advisors LLC | 33,195 | $9.36M | 3.94% | +3,833+13.1% | Added |
| Raab & Moskowitz Asset Management LLC | 33,220 | $9.37M | 3.38% | +221+0.7% | Added |
| Blume Capital Management, Inc. | 33,288 | $9.38M | 3.43% | −1,550−4.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 33,301 | $9.39M | 3.14% | −326−1.0% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 33,304 | $9.39M | 5.85% | −610−1.8% | Reduced |
| Bogart Wealth, LLC | 33,367 | $9.41M | 0.96% | +3,955+13.4% | Added |