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 |
|---|---|---|---|---|---|
| Circle Wealth Management, LLC | 48,510 | $13.7M | 1.97% | −1,397−2.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 48,534 | $13.7M | 0.72% | +1,251+2.6% | Added |
| Alps Advisors Inc | 48,596 | $13.7M | 0.13% | −2,372−4.7% | Reduced |
| Trust Co of Kansas | 48,629 | $13.7M | 7.83% | −1,952−3.9% | Reduced |
| Stonnington Group, LLC | 46,587 | $13.7M | 3.07% | +3,051+7.0% | Added |
| Oakworth Capital, Inc. | 48,889 | $13.8M | 1.33% | +258+0.5% | Added |
| Ashton Thomas Private Wealth, LLC | 48,902 | $13.8M | 1.99% | +5,754+13.3% | Added |
| Valmark Advisers, Inc. | 48,983 | $13.8M | 0.25% | +1,611+3.4% | Added |
| Broderick Brian C | 49,191 | $13.9M | 3.70% | −705−1.4% | Reduced |
| Atlas Capital Advisors LLC | 49,341 | $13.9M | 2.23% | −16,988−25.6% | Reduced |
| Boyd Watterson Asset Management LLC | 49,352 | $13.9M | 5.13% | +301+0.6% | Added |
| Hohimer Wealth Management, LLC | 49,493 | $14.0M | 2.93% | −2,088−4.0% | Reduced |
| Argyle Capital Management Inc. | 49,565 | $14.0M | 4.63% | −265−0.5% | Reduced |
| Univest Financial Corp | 49,570 | $14.0M | 3.90% | −1,096−2.2% | Reduced |
| Bruderman Asset Management, LLC | 49,658 | $14.0M | 3.52% | +1,665+3.5% | Added |
| Proficio Capital Partners LLC | 49,670 | $14.0M | 1.84% | −552−1.1% | Reduced |
| Financial Insights, Inc. | 49,673 | $14.0M | 12.88% | −41−0.1% | Reduced |
| Mirova | 49,920 | $14.1M | 1.81% | +849+1.7% | Added |
| American Money Management, LLC | 49,994 | $14.1M | 3.98% | +712+1.4% | Added |
| Telemark Asset Management, LLC | 50,000 | $14.1M | 1.02% | 00.0% | Unchanged |
| Bornite Capital Management LP | 50,000 | $14.1M | 7.54% | +20,000+66.7% | Added |
| Taylor Wealth Management Partners | 50,032 | $14.1M | 5.03% | +1,992+4.1% | Added |
| Family Management Corp | 50,137 | $14.1M | 3.90% | −5,390−9.7% | Reduced |
| Ritholtz Wealth Management | 50,202 | $14.2M | 0.98% | +4,161+9.0% | Added |
| TRUE Private Wealth Advisors | 50,242 | $14.2M | 2.06% | −2,963−5.6% | Reduced |
| Capital City Trust Co | 50,258 | $14.2M | 4.39% | −2,180−4.2% | Reduced |
| Knuff & Co LLC | 50,449 | $14.2M | 5.32% | −148−0.3% | Reduced |
| Cadence Bank NA | 50,476 | $14.2M | 4.23% | −706−1.4% | Reduced |
| Cornerstone Wealth Management, LLC | 50,586 | $14.3M | 1.52% | +1,543+3.1% | Added |
| Flagship Harbor Advisors, LLC | 52,723 | $14.3M | 1.53% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 50,689 | $14.3M | 1.95% | +16,786+49.5% | Added |
| McGuire Investment Group, LLC | 50,816 | $14.3M | 2.69% | +213+0.4% | Added |
| Aravt Global LLC | 50,864 | $14.3M | 4.02% | −21,736−29.9% | Reduced |
| Hamilton Point Investment Advisors, LLC | 50,890 | $14.3M | 3.81% | +446+0.9% | Added |
| Andra AP-fonden | 50,900 | $14.3M | 0.30% | −600−1.2% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 50,926 | $14.4M | 2.04% | +451+0.9% | Added |
| Bluegrass Capital Partners LP | 51,000 | $14.4M | 9.18% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 42,930 | $14.4M | 0.96% | +954+2.3% | Added |
| Winch Advisory Services, LLC | 51,016 | $14.4M | 5.01% | +191+0.4% | Added |
| Somerset Trust Co | 51,028 | $14.4M | 5.88% | −2,583−4.8% | Reduced |
| Unio Capital LLC | 51,086 | $14.4M | 6.41% | −774−1.5% | Reduced |
| AlphaStar Capital Management, LLC | 46,469 | $14.4M | 0.98% | +36,648+373.2% | Added |
| Elk River Wealth Management, LLC | 51,222 | $14.4M | 3.65% | +1,463+2.9% | Added |
| Barings LLC | 51,310 | $14.5M | 0.33% | −1,573−3.0% | Reduced |
| EFG Asset Management (Americas) Corp. | 51,237 | $14.5M | 2.58% | +3,004+6.2% | Added |
| Jasper Ridge Partners, L.P. | 51,458 | $14.5M | 0.65% | +10.0% | Added |
| Harbor Island Capital LLC | 51,482 | $14.5M | 7.64% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 51,543 | $14.5M | 6.52% | −5,080−9.0% | Reduced |
| Mattern Wealth Management LLC | 51,659 | $14.6M | 4.90% | −217−0.4% | Reduced |
| Qtron Investments LLC | 51,691 | $14.6M | 3.92% | +2,048+4.1% | Added |
| Fragasso Group Inc. | 51,719 | $14.6M | 1.93% | +3,114+6.4% | Added |
| Wells Trecaso Financial Group, LLC | 51,730 | $14.6M | 6.96% | −1,311−2.5% | Reduced |
| Old Point Trust & Financial Services N A | 51,792 | $14.6M | 6.51% | −1,950−3.6% | Reduced |
| CRA Financial Services, LLC | 51,794 | $14.6M | 4.94% | +985+1.9% | Added |
| DT Investment Partners, LLC | 51,808 | $14.6M | 1.96% | +10,380+25.1% | Added |
| Trustcore Financial Services, LLC | 51,853 | $14.6M | 1.44% | +1,007+2.0% | Added |
| BKD Wealth Advisors, LLC | 51,951 | $14.6M | 0.67% | +112+0.2% | Added |
| Old Second National Bank of Aurora | 51,990 | $14.7M | 3.95% | −1,971−3.7% | Reduced |
| First National Bank & Trust Co of Newtown | 51,994 | $14.7M | 3.05% | −1,556−2.9% | Reduced |
| Union Heritage Capital, LLC | 52,000 | $14.7M | 6.87% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 48,876 | $14.7M | 7.60% | +230+0.5% | Added |
| Segment Wealth Management, LLC | 52,094 | $14.7M | 1.74% | −329−0.6% | Reduced |
| Codex Capital, L.L.C. | 52,100 | $14.7M | 7.89% | −550−1.0% | Reduced |
| NTV Asset Management LLC | 52,122 | $14.7M | 2.55% | −30−0.1% | Reduced |
| Greenwich Wealth Management LLC | 52,194 | $14.7M | 1.22% | +571+1.1% | Added |
| Scott & Selber, Inc. | 52,259 | $14.7M | 5.97% | −1,558−2.9% | Reduced |
| Triasima Portfolio Management inc. | 52,270 | $14.7M | 0.79% | −189−0.4% | Reduced |
| LMR Partners LLP | 52,354 | $14.8M | 0.20% | +52,354 | New |
| Northwest Bancshares, Inc. | 52,379 | $14.8M | 3.36% | −714−1.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 52,394 | $14.8M | 1.51% | +13,861+36.0% | Added |
| Tamar Securities, LLC | 52,550 | $14.8M | 5.35% | −875−1.6% | Reduced |
| Baker Chad R | 52,625 | $14.8M | 3.33% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 52,685 | $14.9M | 1.21% | −315−0.6% | Reduced |
| Minot Wealth Management LLC | 52,746 | $14.9M | 3.21% | +1,533+3.0% | Added |
| R.H. Dinel Investment Counsel, Inc. | 52,775 | $14.9M | 11.16% | −300−0.6% | Reduced |
| Decatur Capital Management, Inc. | 52,928 | $14.9M | 9.84% | −62,339−54.1% | Reduced |
| Glen Eagle Advisors, LLC | 52,972 | $14.9M | 4.32% | +835+1.6% | Added |
| Institute for Wealth Management, LLC. | 53,060 | $15.0M | 2.64% | −1,818−3.3% | Reduced |
| Centaurus Financial, Inc. | 53,082 | $15.0M | 1.25% | +2,921+5.8% | Added |
| Benin Management CORP | 53,112 | $15.0M | 4.77% | −276−0.5% | Reduced |
| Meristem Family Wealth, LLC | 53,122 | $15.0M | 1.44% | +20,965+65.2% | Added |
| swisspartners Ltd. | 53,194 | $15.0M | 11.63% | −221−0.4% | Reduced |
| Hotaling Investment Management, LLC | 53,211 | $15.0M | 6.23% | +116+0.2% | Added |
| Edgestream Partners, L.P. | 53,223 | $15.0M | 0.93% | −106,429−66.7% | Reduced |
| Grand Jean Capital Management Inc | 53,252 | $15.0M | 3.79% | +457+0.9% | Added |
| Security National Bank | 53,301 | $15.0M | 3.77% | +1,065+2.0% | Added |
| RPG Investment Advisory, LLC | 53,358 | $15.0M | 2.48% | −1,062−2.0% | Reduced |
| Gemsstock Limited | 53,500 | $15.1M | 6.84% | −36,800−40.8% | Reduced |
| Executive Wealth Management, LLC | 53,533 | $15.1M | 1.67% | −801−1.5% | Reduced |
| Sigma Investment Counselors Inc | 53,569 | $15.1M | 1.12% | −632−1.2% | Reduced |
| Condor Capital Management | 53,636 | $15.1M | 1.61% | +226+0.4% | Added |
| Meridian Wealth Advisors, LLC | 53,759 | $15.2M | 4.22% | −174−0.3% | Reduced |
| Zuckerman Investment Group, LLC | 53,909 | $15.2M | 2.52% | −3,964−6.8% | Reduced |
| Shikiar Asset Management Inc | 53,917 | $15.2M | 4.28% | +960+1.8% | Added |
| Prime Capital Investment Advisors, LLC | 53,958 | $15.2M | 0.95% | −18,625−25.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 53,985 | $15.2M | 3.77% | +1,605+3.1% | Added |
| David J Yvars Group | 52,724 | $15.2M | 8.90% | +352+0.7% | Added |
| Hartford Financial Management Inc. | 54,137 | $15.3M | 3.88% | −474−0.9% | Reduced |
| Alpha Family Trust | 54,196 | $15.3M | 4.95% | 00.0% | Unchanged |
| DCM Advisors, LLC | 54,323 | $15.3M | 5.90% | +27,107+99.6% | Added |