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; 6,247 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Hilltop Wealth Advisors, LLC | 1,514 | $427.0K | 0.30% | 00.0% | Unchanged |
| TPG Financial Advisors, LLC | 1,522 | $429.0K | 0.28% | −2−0.1% | Reduced |
| Benchmark Wealth Management, LLC | 1,524 | $430.0K | 0.30% | 00.0% | Unchanged |
| Stevard, LLC | 1,525 | $430.0K | 0.34% | +326+27.2% | Added |
| JFG Wealth Management, LLC | 1,548 | $436.0K | 0.21% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 1,556 | $439.0K | 0.08% | +323+26.2% | Added |
| Lagoda Investment Management, L.P. | 1,560 | $440.0K | 0.22% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 1,559 | $440.0K | 0.07% | +141+9.9% | Added |
| Stonebridge Financial Planning Group, LLC | 1,317 | $440.0K | 0.22% | 00.0% | Unchanged |
| Oakwell Private Wealth Management, LLC | 1,577 | $444.0K | 0.24% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 1,575 | $444.0K | 0.12% | +665+73.1% | Added |
| One Day In July LLC | 1,593 | $449.0K | 0.11% | +49+3.2% | Added |
| Affinia Financial Group, LLC | 1,472 | $453.0K | 0.29% | −21−1.4% | Reduced |
| Avondale Wealth Management | 1,608 | $453.0K | 0.44% | +1,148+249.6% | Added |
| Thomas Story & Son LLC | 1,615 | $455.0K | 0.19% | −25−1.5% | Reduced |
| Ridgewood Investments LLC | 1,625 | $458.0K | 0.31% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1,635 | $461.0K | 0.75% | +2+0.1% | Added |
| Motive Wealth Advisors | 1,639 | $462.0K | 0.31% | +586+55.7% | Added |
| Ballew Advisors, Inc | 1,574 | $464.0K | 0.34% | +92+6.2% | Added |
| Lloyd Advisory Services, LLC. | 1,660 | $468.0K | 0.24% | +297+21.8% | Added |
| Stephens Investment Management Group LLC | 1,665 | $469.0K | 0.01% | 00.0% | Unchanged |
| jvl associates llc | 1,666 | $470.0K | 0.32% | +47+2.9% | Added |
| Townsend & Associates, Inc | 1,604 | $472.0K | 0.23% | +2+0.1% | Added |
| Strid Group, LLC | 1,678 | $473.0K | 0.11% | −11−0.7% | Reduced |
| Karpus Management, Inc. | 1,700 | $479.0K | 0.01% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,717 | $484.1K | 0.19% | +354+26.0% | Added |
| TL Private Wealth | 1,572 | $487.0K | 0.27% | −849−35.1% | Reduced |
| Seascape Capital Management | 1,727 | $487.0K | 0.25% | −26−1.5% | Reduced |
| High Probability Advisors, LLC | 1,730 | $487.7K | 0.20% | +367+26.9% | Added |
| Banta Asset Management LP | 1,816 | $492.0K | 0.47% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,750 | $493.0K | 0.00% | 00.0% | Unchanged |
| McNaughton Wealth Management, LLC | 1,752 | $494.0K | 0.35% | −15−0.8% | Reduced |
| Conservest Capital Advisors, Inc. | 1,758 | $496.0K | 0.06% | −90−4.9% | Reduced |
| Shapiro Capital Management LLC | 1,764 | $497.0K | 0.01% | +1+0.1% | Added |
| Compton Financial Group, LLC | 1,764 | $497.0K | 0.21% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 1,769 | $499.0K | 0.07% | +1+0.1% | Added |
| DHJJ Financial Advisors, Ltd. | 1,772 | $500.0K | 0.26% | −11−0.6% | Reduced |
| Insight Folios Inc | 1,774 | $500.0K | 0.28% | +646+57.3% | Added |
| Cadent Capital Advisors, LLC | 1,778 | $501.0K | 0.22% | −4,119−69.8% | Reduced |
| Acas, LLC | 1,799 | $507.0K | 0.71% | −50−2.7% | Reduced |
| Client 1st Advisory Group, LLC | 1,799 | $507.0K | 0.26% | +389+27.6% | Added |
| Adirondack Research & Management Inc. | 1,804 | $509.0K | 0.62% | −72−3.8% | Reduced |
| Jentner Corp | 1,817 | $512.0K | 0.35% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 1,819 | $513.0K | 0.21% | −20−1.1% | Reduced |
| Blankinship & Foster, LLC | 1,831 | $516.0K | 0.21% | 00.0% | Unchanged |
| Smart Money Group LLC | 1,835 | $517.0K | 0.38% | +63+3.6% | Added |
| McCarthy Asset Management, Inc. | 1,853 | $522.0K | 0.39% | −354−16.0% | Reduced |
| Filbrandt Wealth Management, LLC | 1,870 | $527.0K | 0.30% | +516+38.1% | Added |
| Coco Enterprises, LLC | 1,871 | $528.0K | 0.42% | +93+5.2% | Added |
| Hall Private Wealth Advisors | 1,885 | $531.0K | 0.34% | −213−10.2% | Reduced |
| Wealthcare Capital Management LLC | 1,882 | $531.0K | 0.05% | +67+3.7% | Added |
| PFG Private Wealth Management, LLC | 1,887 | $532.0K | 0.31% | +117+6.6% | Added |
| Welch Capital Partners LLC | 1,890 | $533.0K | 0.13% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,916 | $540.0K | 0.40% | +1+0.1% | Added |
| Biechele Royce Advisors | 1,924 | $542.0K | 0.24% | +1,024+113.8% | Added |
| NuWave Investment Management, LLC | 1,931 | $544.0K | 0.62% | +1,931 | New |
| Financial Enhancement Group LLC | 1,954 | $551.0K | 0.10% | +100+5.4% | Added |
| Grant Street Asset Management, Inc. | 1,959 | $552.0K | 0.32% | −1,027−34.4% | Reduced |
| Alpha DNA Investment Management LLC | 1,964 | $553.0K | 0.39% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 1,971 | $556.0K | 0.10% | +39+2.0% | Added |
| FFT Wealth Management LLC | 1,974 | $557.0K | 0.05% | −356−15.3% | Reduced |
| Corrado Advisors, LLC | 1,980 | $558.0K | 0.35% | +85+4.5% | Added |
| Garrison Asset Management, LLC | 1,988 | $560.0K | 0.34% | −71−3.4% | Reduced |
| Alethea Capital Management, LLC | 2,000 | $564.0K | 0.50% | −300−13.0% | Reduced |
| Vista Private Wealth Partners. LLC | 2,002 | $564.0K | 0.23% | −82−3.9% | Reduced |
| St. Louis Trust Co | 2,000 | $564.0K | 0.15% | +2,000 | New |
| Round Rock Advisors, LLC | 2,010 | $567.0K | 0.42% | −50−2.4% | Reduced |
| Sage Private Wealth Group, LLC | 2,013 | $568.0K | 0.78% | +16+0.8% | Added |
| Tiger Eye Capital LLC | 2,017 | $569.0K | 0.22% | −1,629−44.7% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 2,019 | $569.0K | 0.00% | +313+18.3% | Added |
| Sara-Bay Financial | 2,026 | $571.0K | 0.22% | −13−0.6% | Reduced |
| Element Wealth, LLC | 2,033 | $573.0K | 0.46% | +99+5.1% | Added |
| Ocean Endowment Partners, LLC | 2,228 | $574.0K | 2.78% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2,050 | $578.0K | 0.54% | +770+60.2% | Added |
| Poplar Forest Capital LLC | 2,054 | $579.0K | 0.06% | 00.0% | Unchanged |
| Weybosset Research & Management LLC | 2,100 | $592.0K | 0.24% | +75+3.7% | Added |
| Coyle Financial Counsel LLC | 2,100 | $592.0K | 0.35% | +800+61.5% | Added |
| Infini Master Fund | 2,100 | $592.0K | 2.17% | +2,100 | New |
| Infini Capital Management Ltd | 2,100 | $592.0K | 2.17% | +2,100 | New |
| Holloway Wealth Management, LLC | – | $593.0K | 0.18% | – | – |
| New England Professional Planning Group Inc. | 1,798 | $595.0K | 0.35% | −326−15.3% | Reduced |
| DB Wealth Management Group, LLC | 2,115 | $596.0K | 0.38% | 00.0% | Unchanged |
| NFC Investments, LLC | 2,112 | $596.0K | 0.13% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 2,116 | $597.0K | 0.18% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 2,118 | $597.0K | 0.45% | +54+2.6% | Added |
| Richard P Slaughter Associates Inc | 2,122 | $598.0K | 0.24% | −142−6.3% | Reduced |
| Planning Directions Inc | 2,129 | $600.0K | 0.44% | +43+2.1% | Added |
| Fox Run Management, L.L.C. | 2,131 | $601.0K | 0.38% | +2,131 | New |
| Bernardo Wealth Planning LLC | 2,141 | $603.0K | 0.35% | +54+2.6% | Added |
| McClarren Financial Advisors, Inc. | 2,138 | $603.0K | 0.47% | +141+7.1% | Added |
| Litman Gregory Asset Management LLC | 2,144 | $604.0K | 0.11% | +1,220+132.0% | Added |
| MBE Wealth Management, LLC | 2,145 | $605.0K | 0.31% | +42+2.0% | Added |
| Financial Advisory Corp | 2,151 | $607.0K | 0.42% | +225+11.7% | Added |
| Boston Standard Wealth Management, LLC | 2,157 | $608.0K | 0.18% | −9−0.4% | Reduced |
| Sageworth Trust Co | 2,170 | $612.0K | 0.05% | −400−15.6% | Reduced |
| Sterling Financial Planning, Inc. | 2,184 | $616.0K | 0.39% | +551+33.7% | Added |
| HC Advisors, LLC | 2,191 | $618.0K | 0.41% | +9+0.4% | Added |
| Bellwether Advisors, LLC | 2,198 | $619.0K | 0.21% | +529+31.7% | Added |
| Baron Financial Group, LLC | 2,205 | $621.5K | 0.38% | −49−2.2% | Reduced |
| Private Wealth Strategies, L.L.C. | 2,203 | $622.0K | 0.16% | +210+10.5% | Added |