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 |
|---|---|---|---|---|---|
| Force Hill Capital Management LP | 37,580 | $10.6M | 2.62% | +37,580 | New |
| Traynor Capital Management, Inc. | 37,732 | $10.6M | 1.46% | +1,300+3.6% | Added |
| Endurance Wealth Management, Inc. | 37,765 | $10.6M | 1.18% | −131−0.3% | Reduced |
| Avidian Wealth Solutions, LLC | 37,767 | $10.6M | 0.81% | +1,158+3.2% | Added |
| Carolinas Wealth Consulting LLC | 37,778 | $10.7M | 2.48% | −377−1.0% | Reduced |
| Penbrook Management LLC | 37,786 | $10.7M | 6.70% | −40−0.1% | Reduced |
| XXEC, Inc. | 37,828 | $10.7M | 8.11% | −1,250−3.2% | Reduced |
| Aevitas Wealth Management, Inc. | 37,825 | $10.7M | 6.80% | +459+1.2% | Added |
| Kesler, Norman & Wride, LLC | 37,850 | $10.7M | 2.51% | −84−0.2% | Reduced |
| Spreng Capital Management, Inc. | 37,040 | $10.7M | 6.86% | +167+0.5% | Added |
| Plancorp, LLC | 37,986 | $10.7M | 0.74% | +5,764+17.9% | Added |
| North Growth Management Ltd. | 38,000 | $10.7M | 1.89% | 00.0% | Unchanged |
| Cooper Financial Group | 38,028 | $10.7M | 2.22% | +716+1.9% | Added |
| John G Ullman & Associates Inc | 38,065 | $10.7M | 1.46% | −555−1.4% | Reduced |
| F/M Investments LLC | 38,086 | $10.7M | 7.68% | +8,742+29.8% | Added |
| Bank Ozk | 38,142 | $10.8M | 4.87% | −40−0.1% | Reduced |
| Keel Point, LLC | 38,235 | $10.8M | 1.50% | +638+1.7% | Added |
| S&T Bank | 38,275 | $10.8M | 1.67% | +2,645+7.4% | Added |
| First Personal Financial Services | 38,295 | $10.8M | 2.68% | −78−0.2% | Reduced |
| Core Alternative Capital | 38,439 | $10.8M | 2.30% | +2,486+6.9% | Added |
| Jackson Square Capital, LLC | 38,452 | $10.8M | 3.52% | +47+0.1% | Added |
| Pegasus Partners Ltd. | 38,464 | $10.8M | 1.97% | −1,316−3.3% | Reduced |
| Harrell Investment Partners, LLC | 38,503 | $10.9M | 3.49% | +435+1.1% | Added |
| Northside Capital Management, LLC | 38,508 | $10.9M | 2.98% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 38,546 | $10.9M | 1.74% | +2,575+7.2% | Added |
| Liberty One Investment Management, LLC | 38,551 | $10.9M | 1.86% | +44+0.1% | Added |
| Intact Investment Management Inc. | 38,600 | $10.9M | 0.30% | −550−1.4% | Reduced |
| Martin & Co Inc | 38,629 | $10.9M | 2.56% | +2,759+7.7% | Added |
| Journey Advisory Group, LLC | 38,636 | $10.9M | 3.53% | +984+2.6% | Added |
| Exane Asset Management | 38,662 | $10.9M | 2.58% | +14,631+60.9% | Added |
| Sage Capital Advisors,llc | 38,695 | $10.9M | 4.64% | +28+0.1% | Added |
| Bellecapital International Ltd. | 38,722 | $10.9M | 3.33% | +458+1.2% | Added |
| RSM US Wealth Management LLC | 38,816 | $10.9M | 0.59% | −1,938−4.8% | Reduced |
| Sargent Investment Group, LLC | 38,982 | $11.0M | 2.67% | +693+1.8% | Added |
| Old Port Advisors | 37,560 | $11.0M | 3.99% | −1,085−2.8% | Reduced |
| Hanson & Doremus Investment Management | 39,173 | $11.0M | 2.55% | −2,830−6.7% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 39,243 | $11.1M | 2.02% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 39,373 | $11.1M | 5.10% | +40.0% | Added |
| Leverage Partners Absolute Return Fund SPC | 39,395 | $11.1M | 10.66% | +20,435+107.8% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 39,431 | $11.1M | 2.26% | +1,150+3.0% | Added |
| Q Capital Solutions | 39,450 | $11.1M | 8.16% | −430−1.1% | Reduced |
| Aj Wealth Strategies, LLC | 39,524 | $11.1M | 0.60% | +1,952+5.2% | Added |
| Puzo Michael J | 39,527 | $11.1M | 3.53% | −1,880−4.5% | Reduced |
| Investment Management of Virginia LLC | 39,617 | $11.2M | 2.15% | −958−2.4% | Reduced |
| Coastal Investment Advisors, Inc. | 39,636 | $11.2M | 2.63% | −84−0.2% | Reduced |
| Northwest Capital Management Inc | 36,169 | $11.2M | 5.82% | +1,019+2.9% | Added |
| Corsair Capital Management, L.P. | 39,719 | $11.2M | 2.13% | −79−0.2% | Reduced |
| Ravenstone Capital Management Inc. | 39,772 | $11.2M | 8.28% | +4,902+14.1% | Added |
| Mount Yale Investment Advisors, LLC | 39,795 | $11.2M | 1.29% | +3,496+9.6% | Added |
| Smithbridge Asset Management Inc | 39,907 | $11.3M | 3.73% | −346−0.9% | Reduced |
| CFO4Life Group, LLC | 39,944 | $11.3M | 2.62% | +2,246+6.0% | Added |
| Mattern Capital Management, LLC | 39,972 | $11.3M | 2.22% | −1,065−2.6% | Reduced |
| Torray LLC | 40,010 | $11.3M | 1.73% | −880−2.2% | Reduced |
| RMR Wealth Builders | 40,138 | $11.3M | 3.32% | +569+1.4% | Added |
| Roman Butler Fullerton & Co | 36,852 | $11.3M | 5.28% | −278−0.7% | Reduced |
| Archford Capital Strategies, LLC | 40,179 | $11.3M | 2.67% | +1,961+5.1% | Added |
| Trust Co of Oklahoma | 40,267 | $11.4M | 4.06% | −2,100−5.0% | Reduced |
| Steamboat Capital Partners, LLC | 40,369 | $11.4M | 2.64% | −228−0.6% | Reduced |
| Legacy Private Trust Co. | 40,423 | $11.4M | 0.92% | +3,793+10.4% | Added |
| Light Street Capital Management, LLC | 40,495 | $11.4M | 0.57% | −36,043−47.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 40,607 | $11.4M | 0.94% | −618−1.5% | Reduced |
| Trustmark National Bank Trust Department | 40,634 | $11.5M | 0.92% | −759−1.8% | Reduced |
| Lake Street Financial LLC | 40,667 | $11.5M | 2.81% | +633+1.6% | Added |
| Chelsea Counsel Co | 40,796 | $11.5M | 5.23% | +730+1.8% | Added |
| Financial Architects, Inc | 40,798 | $11.5M | 1.67% | +111+0.3% | Added |
| Johanson Financial Advisors, Inc. | 40,840 | $11.5M | 3.97% | −170.0% | Reduced |
| Tiemann Investment Advisors, LLC | 40,861 | $11.5M | 5.48% | −409−1.0% | Reduced |
| NVWM, LLC | 40,890 | $11.5M | 4.15% | −1,921−4.5% | Reduced |
| Bar Harbor Trust Services | 41,060 | $11.6M | 3.62% | +288+0.7% | Added |
| Advisory Research Inc | 41,114 | $11.6M | 0.74% | +24,161+142.5% | Added |
| Nkcfo LLC | 41,175 | $11.6M | 3.89% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 41,202 | $11.6M | 2.05% | +1,046+2.6% | Added |
| SOA Wealth Advisors, LLC. | 41,248 | $11.6M | 2.98% | +1,948+5.0% | Added |
| Legacy Wealth Management, LLC | 41,373 | $11.7M | 6.24% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 41,405 | $11.7M | 1.81% | −4,206−9.2% | Reduced |
| Lawson Kroeker Investment Management Inc | 41,422 | $11.7M | 3.87% | −1,015−2.4% | Reduced |
| Royal Fund Management, LLC | 41,585 | $11.7M | 1.88% | +1,314+3.3% | Added |
| Centiva Capital, LP | 41,724 | $11.8M | 0.95% | +38,911+1,383.3% | Added |
| Farmers National Bank | 52,883 | $11.8M | 4.69% | +966+1.9% | Added |
| Rowland & Co Investment Counsel | 57,902 | $11.8M | 3.99% | +7,621+15.2% | Added |
| Windsor Creek Advisors, LLC | 41,840 | $11.8M | 5.30% | −1,469−3.4% | Reduced |
| Live Oak Private Wealth LLC | 41,867 | $11.8M | 2.41% | +4,481+12.0% | Added |
| New England Investment & Retirement Group, Inc. | 41,916 | $11.8M | 2.72% | −1,611−3.7% | Reduced |
| Arkadios Wealth Advisors | 41,952 | $11.8M | 1.71% | −11,325−21.3% | Reduced |
| Benson Investment Management Company, Inc. | 42,113 | $11.9M | 6.12% | +50.0% | Added |
| Baldwin Investment Management, LLC | 42,137 | $11.9M | 2.07% | +72+0.2% | Added |
| Altfest L J & Co Inc | 42,224 | $11.9M | 2.49% | −2,241−5.0% | Reduced |
| Compton Capital Management Inc | 42,281 | $11.9M | 3.50% | +111+0.3% | Added |
| Insight Wealth Strategies, LLC | 42,312 | $11.9M | 1.68% | −57−0.1% | Reduced |
| Physicians Financial Services, Inc. | 42,323 | $11.9M | 4.83% | −500−1.2% | Reduced |
| One Capital Management, LLC | 42,471 | $12.0M | 0.99% | +255+0.6% | Added |
| Clear Harbor Asset Management, LLC | 42,741 | $12.1M | 1.43% | +1,730+4.2% | Added |
| McGinn Investment Management, Inc. | 42,770 | $12.1M | 8.68% | −917−2.1% | Reduced |
| Portland Global Advisors LLC | 42,925 | $12.1M | 2.24% | −200.0% | Reduced |
| Aspiriant, LLC | 42,989 | $12.1M | 0.71% | −947−2.2% | Reduced |
| Jefferies Group LLC | 43,022 | $12.1M | 0.29% | +13,731+46.9% | Added |
| Rodgers Brothers Inc. | 43,048 | $12.1M | 2.42% | −489−1.1% | Reduced |
| Hamilton Wealth, LLC | 43,072 | $12.1M | 5.58% | +7,139+19.9% | Added |
| PEAK6 Investments LLC | 43,243 | $12.2M | 0.25% | +42,709+7,997.9% | Added |
| Mayflower Financial Advisors, LLC | 39,757 | $12.3M | 1.65% | +156+0.4% | Added |