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 |
|---|---|---|---|---|---|
| Northstar Asset Management LLC | 33,401 | $9.42M | 2.47% | −268−0.8% | Reduced |
| F&V Capital Management, LLC | 33,439 | $9.43M | 3.78% | −785−2.3% | Reduced |
| Sitrin Capital Management LLC | 33,445 | $9.43M | 4.51% | −80.0% | Reduced |
| Hollow Brook Wealth Management LLC | 33,452 | $9.43M | 5.84% | −523−1.5% | Reduced |
| Avitas Wealth Management LLC | 33,514 | $9.45M | 1.72% | −294−0.9% | Reduced |
| Providence Capital Advisors, LLC | 33,555 | $9.46M | 2.95% | −12,871−27.7% | Reduced |
| CCG Wealth Management, LLC | 33,565 | $9.46M | 5.52% | +28,978+631.7% | Added |
| Lafayette Investments, Inc. | 33,616 | $9.48M | 2.57% | −70−0.2% | Reduced |
| Apella Capital, LLC | 33,632 | $9.48M | 1.36% | +222+0.7% | Added |
| First Trust Bank, Ltd. | 33,668 | $9.49M | 12.01% | 00.0% | Unchanged |
| Cramer Rosenthal McGlynn LLC | 33,722 | $9.51M | 0.32% | +502+1.5% | Added |
| Bray Capital Advisors | 33,785 | $9.53M | 2.44% | −60−0.2% | Reduced |
| Twin Tree Management, LP | 33,817 | $9.53M | 0.28% | +33,817 | New |
| Foundations Investment Advisors, LLC | 33,054 | $9.54M | 0.42% | +4,605+16.2% | Added |
| Cinctive Capital Management LP | 33,859 | $9.55M | 0.52% | −10,833−24.2% | Reduced |
| Hillman Capital Management, Inc. | 33,886 | $9.55M | 3.35% | +1,117+3.4% | Added |
| Miramar Capital, LLC | 33,973 | $9.58M | 3.82% | +187+0.6% | Added |
| Triangle Securities Wealth Management | 34,018 | $9.59M | 3.26% | −484−1.4% | Reduced |
| Summit Financial, LLC | 34,038 | $9.60M | 0.82% | +18,825+123.7% | Added |
| McMillion Capital Management Inc | 34,047 | $9.60M | 5.65% | −781−2.2% | Reduced |
| 55I, LLC | 34,116 | $9.62M | 0.29% | +14,176+71.1% | Added |
| Peoples Financial Services Corp. | 34,133 | $9.62M | 4.06% | −360−1.0% | Reduced |
| Greenline Partners, LLC | 34,176 | $9.63M | 2.01% | +3,315+10.7% | Added |
| Lederer & Associates Investment Counsel | 34,241 | $9.65M | 6.23% | −825−2.4% | Reduced |
| Patton Albertson Miller Group, LLC | 34,290 | $9.67M | 1.85% | −196−0.6% | Reduced |
| Searle & Co. | 34,290 | $9.67M | 3.96% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 34,315 | $9.67M | 3.92% | −2,709−7.3% | Reduced |
| Harbour Capital Advisors, LLC | 34,385 | $9.69M | 2.55% | +630+1.9% | Added |
| MRJ Capital Inc | 34,486 | $9.72M | 5.69% | −1,081−3.0% | Reduced |
| Uncommon Cents Investing LLC | 34,508 | $9.73M | 3.93% | −50.0% | Reduced |
| Selway Asset Management | 34,605 | $9.76M | 5.33% | 00.0% | Unchanged |
| Front Row Advisors LLC | 34,621 | $9.76M | 4.12% | −197−0.6% | Reduced |
| Notis-McConarty Edward | 34,638 | $9.77M | 3.58% | −1,369−3.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 34,646 | $9.77M | 4.91% | −1,061−3.0% | Reduced |
| Cambridge Advisors Inc. | 34,649 | $9.77M | 2.38% | −864−2.4% | Reduced |
| Aperture Investors, LLC | 34,706 | $9.78M | 1.31% | +5,297+18.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 34,797 | $9.81M | 3.21% | +499+1.5% | Added |
| Wealth Advisors, Inc. | 34,661 | $9.81M | 3.87% | −1,169−3.3% | Reduced |
| Chesapeake Wealth Management | 34,840 | $9.82M | 3.51% | −3,666−9.5% | Reduced |
| Humankind Investments LLC | 34,999 | $9.87M | 4.49% | −4,598−11.6% | Reduced |
| Seven Eight Capital, LP | 35,000 | $9.87M | 0.95% | +35,000 | New |
| IFG Advisory, LLC | 35,054 | $9.88M | 1.07% | +1,907+5.8% | Added |
| Legacy Capital Partners, Inc. | 35,071 | $9.89M | 3.58% | −862−2.4% | Reduced |
| Brown Miller Wealth Management, LLC | 35,079 | $9.89M | 6.21% | +114+0.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 35,094 | $9.89M | 0.06% | −2,400−6.4% | Reduced |
| Chronos Wealth Management, LLC | 35,155 | $9.91M | 6.74% | −1,896−5.1% | Reduced |
| Advanced Asset Management Advisors Inc | 35,161 | $9.91M | 2.13% | −599−1.7% | Reduced |
| 44 Wealth Management LLC | 35,248 | $9.94M | 3.80% | −717−2.0% | Reduced |
| Cim Investment Mangement Inc | 35,276 | $9.95M | 3.13% | −229−0.6% | Reduced |
| Karp Capital Management Corp | 35,348 | $9.96M | 1.40% | +599+1.7% | Added |
| LVW Advisors, LLC | 35,359 | $9.97M | 1.74% | +78+0.2% | Added |
| Jacobi Capital Management LLC | 35,425 | $9.99M | 1.27% | +1,891+5.6% | Added |
| Atlantic Trust, LLC | 35,435 | $9.99M | 6.33% | +1,575+4.7% | Added |
| Concentric Wealth Management, LLC | 35,439 | $9.99M | 3.06% | −1,102−3.0% | Reduced |
| Odey Asset Management Group Ltd | 35,486 | $10.0M | 2.67% | +4,336+13.9% | Added |
| Contravisory Investment Management, Inc. | 35,491 | $10.0M | 3.04% | −1,520−4.1% | Reduced |
| Citizens & Northern Corp | 35,701 | $10.1M | 3.86% | −1,093−3.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 35,774 | $10.1M | 3.74% | +3,653+11.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 35,826 | $10.1M | 2.24% | +627+1.8% | Added |
| Tranquility Partners, LLC | 35,842 | $10.1M | 5.13% | +3,436+10.6% | Added |
| Platform Technology Partners | 35,872 | $10.1M | 4.59% | −4,870−12.0% | Reduced |
| Cornerstone Advisory, LLC | 35,898 | $10.1M | 1.68% | −571−1.6% | Reduced |
| Resource Management, LLC | 35,909 | $10.1M | 1.16% | +2,909+8.8% | Added |
| AIMZ Investment Advisors, LLC | 35,995 | $10.1M | 4.58% | −573−1.6% | Reduced |
| Gardner Lewis Asset Management L P | 36,082 | $10.2M | 1.57% | 00.0% | Unchanged |
| Kingdon Capital Management, L.L.C. | 36,109 | $10.2M | 1.78% | −15,391−29.9% | Reduced |
| White Pine Investment CO | 36,164 | $10.2M | 3.56% | −1,093−2.9% | Reduced |
| Citizens National Bank Trust Department | 36,187 | $10.2M | 2.90% | −35−0.1% | Reduced |
| Aries Wealth Management | 36,190 | $10.2M | 4.32% | −109−0.3% | Reduced |
| Potrero Capital Research LLC | 36,194 | $10.2M | 2.69% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 36,245 | $10.2M | 1.03% | −1,174−3.1% | Reduced |
| Brave Asset Management Inc | 36,244 | $10.2M | 2.95% | −320−0.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 36,440 | $10.3M | 1.47% | +506+1.4% | Added |
| Marshall & Sullivan Inc | 36,454 | $10.3M | 5.36% | +306+0.8% | Added |
| Crewe Advisors LLC | 36,496 | $10.3M | 2.43% | +9,910+37.3% | Added |
| Ascent Wealth Partners, LLC | 36,567 | $10.3M | 1.97% | −90.0% | Reduced |
| Sargent Bickham Lagudis LLC | 36,596 | $10.3M | 0.84% | −21−0.1% | Reduced |
| White Pine Capital LLC | 36,633 | $10.3M | 3.17% | −730−2.0% | Reduced |
| Enterprise Bank & Trust Co | 36,634 | $10.3M | 4.08% | −918−2.4% | Reduced |
| Summit Financial Group Inc | 36,695 | $10.3M | 3.74% | +2,047+5.9% | Added |
| Horan Capital Advisors, LLC. | 36,716 | $10.4M | 4.58% | +184+0.5% | Added |
| Verition Fund Management LLC | 36,862 | $10.4M | 0.16% | −1,010,930−96.5% | Reduced |
| Exane Derivatives | 36,883 | $10.4M | 2.59% | −2,335−6.0% | Reduced |
| Tairen Capital Ltd | 36,920 | $10.4M | 2.61% | −8,212−18.2% | Reduced |
| Vishria Bird Financial Group, LLC | 36,933 | $10.4M | 5.46% | +517+1.4% | Added |
| Paradigm Financial Partners, LLC | 35,356 | $10.4M | 2.48% | +1,427+4.2% | Added |
| Roberts Wealth Advisors, LLC | 37,030 | $10.4M | 4.13% | +37,030 | New |
| J. W. Coons Advisors, LLC | 37,081 | $10.5M | 3.58% | −107−0.3% | Reduced |
| Tiedemann Advisors, LLC | 37,124 | $10.5M | 0.56% | −3,794−9.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 37,154 | $10.5M | 3.00% | −1,120−2.9% | Reduced |
| Stokes Capital Advisors, LLC | 37,162 | $10.5M | 3.38% | −1,380−3.6% | Reduced |
| BDO Wealth Advisors, LLC | 37,208 | $10.5M | 1.15% | +73+0.2% | Added |
| Socorro Asset Management LP | 37,229 | $10.5M | 2.96% | +453+1.2% | Added |
| Financial Partners Group, Inc | 37,232 | $10.5M | 2.47% | +470+1.3% | Added |
| Marcum Wealth, LLC | 37,237 | $10.5M | 1.65% | +3,361+9.9% | Added |
| Graypoint LLC | 37,312 | $10.5M | 1.29% | +4,291+13.0% | Added |
| BerganKDV Wealth Management, LLC | 37,366 | $10.5M | 1.19% | +6,555+21.3% | Added |
| Oak Grove Capital LLC | 37,369 | $10.5M | 2.35% | −1,150−3.0% | Reduced |
| Avestar Capital, LLC | 37,513 | $10.6M | 2.06% | −102−0.3% | Reduced |
| Orca Investment Management, LLC | 37,568 | $10.6M | 9.27% | −1,394−3.6% | Reduced |