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 |
|---|---|---|---|---|---|
| Keystone Financial Group | 43,501 | $12.3M | 2.22% | −95−0.2% | Reduced |
| Marietta Wealth Management, LLC | 43,508 | $12.3M | 2.68% | −58−0.1% | Reduced |
| Berman Capital Advisors, LLC | 43,528 | $12.3M | 1.93% | +9,219+26.9% | Added |
| Great Diamond Partners, LLC | 43,540 | $12.3M | 3.36% | +3,230+8.0% | Added |
| Carderock Capital Management Inc | 43,698 | $12.3M | 3.47% | +724+1.7% | Added |
| Jupiter Wealth Management LLC | 37,425 | $12.4M | 5.84% | +335+0.9% | Added |
| Budros, Ruhlin & Roe, Inc. | 44,123 | $12.4M | 1.42% | −27−0.1% | Reduced |
| Virtue Capital Management, LLC | 44,160 | $12.4M | 2.20% | +2,399+5.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 44,195 | $12.5M | 1.12% | −105−0.2% | Reduced |
| West Branch Capital LLC | 44,203 | $12.5M | 6.00% | +111+0.3% | Added |
| Riverpark Capital Management LLC | 44,259 | $12.5M | 4.41% | +5,806+15.1% | Added |
| Enterprise Financial Services Corp | 44,339 | $12.5M | 1.62% | +18,920+74.4% | Added |
| Rehmann Capital Advisory Group | 44,403 | $12.5M | 1.19% | −203−0.5% | Reduced |
| Capital Investment Advisory Services, LLC | 44,446 | $12.5M | 1.58% | +278+0.6% | Added |
| Chapman Investment Management, LLC | 44,446 | $12.5M | 6.50% | +2,850+6.9% | Added |
| Birinyi Associates Inc | 44,464 | $12.5M | 4.21% | +425+1.0% | Added |
| Baugh & Associates, LLC | 44,517 | $12.6M | 7.68% | −36−0.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 44,521 | $12.6M | 1.03% | +771+1.8% | Added |
| First Washington CORP | 44,530 | $12.6M | 4.58% | −142−0.3% | Reduced |
| Fieldpoint Private Securities, LLC | 44,562 | $12.6M | 2.78% | −1,906−4.1% | Reduced |
| Stanley-Laman Group, Ltd. | 44,577 | $12.6M | 1.63% | +2,252+5.3% | Added |
| Community Bank & Trust, Waco, Texas | 44,599 | $12.6M | 4.09% | −414−0.9% | Reduced |
| Private Capital Advisors, Inc. | 44,667 | $12.6M | 2.10% | +25+0.1% | Added |
| Keebeck Wealth Management, LLC | 44,675 | $12.6M | 2.48% | −2,733−5.8% | Reduced |
| Muhlenkamp & Co Inc | 44,701 | $12.6M | 4.84% | −75−0.2% | Reduced |
| Abbot Financial Management, Inc. | 44,891 | $12.7M | 5.76% | −1,083−2.4% | Reduced |
| Wisconsin Capital Management LLC | 44,916 | $12.7M | 5.19% | −4,401−8.9% | Reduced |
| Cumberland Advisors Inc | 44,938 | $12.7M | 2.93% | +250+0.6% | Added |
| J.P. Marvel Investment Advisors, LLC | 44,942 | $12.7M | 3.81% | +253+0.6% | Added |
| Lee Capital Holdings LLC | 44,949 | $12.7M | 6.65% | −4,810−9.7% | Reduced |
| Ninety One SA (PTY) Ltd | 44,423 | $12.7M | 4.93% | −1,929−4.2% | Reduced |
| Inlet Private Wealth, LLC | 44,961 | $12.7M | 3.40% | −100−0.2% | Reduced |
| Bizma Investimentos Ltda | 45,000 | $12.7M | 7.82% | −20,000−30.8% | Reduced |
| Gabalex Capital Management LLC | 45,000 | $12.7M | 5.86% | 00.0% | Unchanged |
| Professional Planning | 45,047 | $12.7M | 6.06% | −2,602−5.5% | Reduced |
| Glassman Wealth Services | 45,059 | $12.7M | 2.67% | −302−0.7% | Reduced |
| Formidable Asset Management, LLC | 45,083 | $12.7M | 2.39% | +26,647+144.5% | Added |
| Portolan Capital Management, LLC | 45,102 | $12.7M | 0.93% | −92−0.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 45,113 | $12.7M | 1.35% | −32,482−41.9% | Reduced |
| Kidder Stephen W | 45,129 | $12.7M | 3.99% | −1,393−3.0% | Reduced |
| Texas Yale Capital Corp. | 45,155 | $12.7M | 0.72% | +440+1.0% | Added |
| Americana Partners, LLC | 45,236 | $12.8M | 3.08% | +34,078+305.4% | Added |
| Stratos Wealth Advisors, LLC | 45,336 | $12.8M | 1.09% | +5,918+15.0% | Added |
| Isthmus Partners, LLC | 45,361 | $12.8M | 2.32% | −858−1.9% | Reduced |
| Armstrong Shaw Associates Inc | 45,643 | $12.9M | 11.25% | +376+0.8% | Added |
| Salem Capital Management Inc | 45,698 | $12.9M | 7.06% | −2,342−4.9% | Reduced |
| NorthRock Partners, LLC | 45,529 | $12.9M | 1.05% | +7,514+19.8% | Added |
| Bourgeon Capital Management LLC | 45,847 | $12.9M | 2.76% | −371−0.8% | Reduced |
| Lincoln Capital LLC | 45,963 | $13.0M | 3.52% | +665+1.5% | Added |
| Timber Creek Capital Management LLC | 46,031 | $13.0M | 4.12% | −42−0.1% | Reduced |
| Totem Point Management, LLC | 46,036 | $13.0M | 8.45% | +46,036 | New |
| AMJ Financial Wealth Management | 46,055 | $13.0M | 5.32% | +882+2.0% | Added |
| Mizuho Markets Cayman LP | 46,134 | $13.0M | 1.18% | +15,937+52.8% | Added |
| Biondo Investment Advisors, LLC | 46,158 | $13.0M | 2.24% | +200+0.4% | Added |
| GPM Growth Investors, Inc. | 46,382 | $13.1M | 6.90% | −232−0.5% | Reduced |
| Parkwood LLC | 46,401 | $13.1M | 2.23% | −23,494−33.6% | Reduced |
| Bonness Enterprises Inc | 46,400 | $13.1M | 6.67% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 46,530 | $13.1M | 6.55% | −2,097−4.3% | Reduced |
| Patten Group, Inc. | 46,537 | $13.1M | 3.86% | −241−0.5% | Reduced |
| WBH Advisory Inc | 46,572 | $13.1M | 1.77% | −476−1.0% | Reduced |
| Avantax Planning Partners, Inc. | 46,855 | $13.2M | 0.61% | +2,718+6.2% | Added |
| Asset Dedication, LLC | 46,795 | $13.2M | 1.74% | +5,933+14.5% | Added |
| Analyst IMS Investment Management Services Ltd. | 46,863 | $13.2M | 1.63% | +215+0.5% | Added |
| TT International Asset Management LTD | 46,937 | $13.2M | 0.74% | −17,351−27.0% | Reduced |
| Chase Investment Counsel Corp | 47,007 | $13.3M | 5.71% | −2,271−4.6% | Reduced |
| Rothschild Capital Partners, LLC | 47,016 | $13.3M | 4.23% | +151+0.3% | Added |
| Duff & Phelps Investment Management Co | 47,087 | $13.3M | 0.17% | −1,793−3.7% | Reduced |
| Central Bank & Trust Co | 47,140 | $13.3M | 2.18% | +1,102+2.4% | Added |
| Van Hulzen Asset Management, LLC | 47,160 | $13.3M | 1.98% | −398−0.8% | Reduced |
| Zions Bancorporation, N.A. | 47,217 | $13.3M | 1.36% | +3,220+7.3% | Added |
| Vident Investment Advisory, LLC | 47,279 | $13.3M | 0.40% | +4,217+9.8% | Added |
| Strategic Blueprint, LLC | 47,291 | $13.3M | 2.09% | −6,167−11.5% | Reduced |
| ETF Managers Group, LLC | 46,949 | $13.3M | 0.25% | +37,581+401.2% | Added |
| Wealthsource Partners, LLC | 47,385 | $13.4M | 1.17% | +596+1.3% | Added |
| HCR Wealth Advisors | 47,392 | $13.4M | 2.23% | −259−0.5% | Reduced |
| Cohen Lawrence B | 47,405 | $13.4M | 7.05% | −3,501−6.9% | Reduced |
| Hall Capital Management Co Inc | 47,430 | $13.4M | 8.54% | −191−0.4% | Reduced |
| 9258 Wealth Management, LLC | 47,480 | $13.4M | 3.57% | +276+0.6% | Added |
| Csenge Advisory Group | 46,328 | $13.4M | 1.13% | +2,243+5.1% | Added |
| Swarthmore Group Inc | 49,447 | $13.4M | 3.46% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 47,583 | $13.4M | 3.64% | +3,566+8.1% | Added |
| Iowa State Bank | 47,680 | $13.4M | 3.76% | +277+0.6% | Added |
| Modera Wealth Management, LLC | 47,700 | $13.4M | 0.69% | +6,752+16.5% | Added |
| Bulltick Wealth Management, LLC | 47,723 | $13.5M | 3.09% | −998−2.0% | Reduced |
| Moser Wealth Advisors, LLC | 47,850 | $13.5M | 8.63% | +6,820+16.6% | Added |
| Boston Partners | 47,854 | $13.5M | 0.02% | −3,034−6.0% | Reduced |
| Whalerock Point Partners, LLC | 47,996 | $13.5M | 5.24% | +26+0.1% | Added |
| Bright Rock Capital Management, LLC | 48,000 | $13.5M | 3.39% | 00.0% | Unchanged |
| Bank of New Hampshire | 49,989 | $13.5M | 3.62% | 00.0% | Unchanged |
| Consolidated Capital Management, LLC | 48,059 | $13.5M | 6.37% | −31−0.1% | Reduced |
| Capital Planning Advisors, LLC | 48,069 | $13.6M | 2.81% | +97+0.2% | Added |
| TLW Wealth Management, LLC | 48,089 | $13.6M | 7.41% | −93−0.2% | Reduced |
| First Sabrepoint Capital Management LP | 47,000 | $13.6M | 4.03% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 48,209 | $13.6M | 3.42% | +857+1.8% | Added |
| Signature Estate & Investment Advisors LLC | 48,282 | $13.6M | 0.67% | −1,893−3.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 48,294 | $13.6M | 4.62% | −2,116−4.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 48,380 | $13.6M | 6.21% | −1,694−3.4% | Reduced |
| Sequoia Financial Advisors, LLC | 48,396 | $13.6M | 1.39% | −129,906−72.9% | Reduced |
| NBW Capital LLC | 48,403 | $13.6M | 3.29% | −6,441−11.7% | Reduced |
| Bessemer Securities LLC | 48,407 | $13.6M | 4.65% | +10,243+26.8% | Added |