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; 6,248 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 | 6,248 | $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 |
|---|---|---|---|---|---|
| Plotkin Financial Advisors, LLC | 2,221 | $626.1K | 0.37% | 00.0% | Unchanged |
| Hoese & Co LLP | 2,231 | $629.0K | 0.68% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 2,235 | $630.0K | 0.24% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 2,227 | $630.0K | 0.32% | +189+9.3% | Added |
| Rappaport Reiches Capital Management, LLC | 2,261 | $637.4K | 0.63% | −808−26.3% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 2,264 | $638.0K | 0.63% | −881−28.0% | Reduced |
| Powell Investment Advisors, LLC | 2,269 | $640.0K | 0.40% | +10.0% | Added |
| Hershey Trust Co | 2,272 | $641.0K | 0.01% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 2,275 | $641.0K | 0.44% | +41+1.8% | Added |
| Prairiewood Capital, LLC | 2,282 | $643.0K | 0.53% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 2,280 | $643.0K | 0.33% | +1,085+90.8% | Added |
| McMorgan & Co LLC | 2,283 | $644.0K | 0.13% | +2,283 | New |
| Praetorian Wealth Management, Inc. | 2,292 | $646.0K | 0.22% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 2,294 | $647.0K | 0.32% | +312+15.7% | Added |
| RiverGlades Family Offices LLC | 2,300 | $648.0K | 0.51% | 00.0% | Unchanged |
| Ratio Wealth Group | 2,299 | $648.3K | 0.21% | +114+5.2% | Added |
| Camelot Portfolios, LLC | 2,306 | $650.0K | 0.33% | −1,730−42.9% | Reduced |
| Black Diamond Financial, LLC | 2,304 | $650.0K | 0.31% | −111−4.6% | Reduced |
| Howard Capital Management Inc. | 2,182 | $651.0K | 0.10% | −948−30.3% | Reduced |
| Q3 Asset Management | 2,301 | $653.0K | 0.32% | +2,301 | New |
| V2 Financial group LLC | 2,319 | $653.8K | 0.56% | −4,800−67.4% | Reduced |
| Defender Capital, LLC. | 2,319 | $654.0K | 0.21% | +269+13.1% | Added |
| Vantage Consulting Group Inc | 2,327 | $656.0K | 0.14% | −315−11.9% | Reduced |
| Bell Investment Advisors, Inc | 2,346 | $661.0K | 0.20% | +2,346 | New |
| Camarda Financial Advisors, LLC | 2,355 | $664.0K | 0.45% | −54−2.2% | Reduced |
| Birmingham Capital Management Co Inc | 2,355 | $664.0K | 0.25% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 2,381 | $671.0K | 0.17% | 00.0% | Unchanged |
| Corbett Road Capital Management, LLC | 2,391 | $674.0K | 1.17% | +179+8.1% | Added |
| Precision Wealth Strategies, LLC | 2,390 | $674.0K | 0.52% | +680+39.8% | Added |
| Avion Wealth | 2,399 | $676.0K | 0.21% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2,426 | $684.0K | 1.07% | 00.0% | Unchanged |
| Epiq Partners, LLC | 2,427 | $684.0K | 0.32% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 2,432 | $685.0K | 0.81% | +2,432 | New |
| Ascension Capital Advisors, Inc. | 2,439 | $688.0K | 0.45% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 2,243 | $689.0K | 0.21% | +2,243 | New |
| NFP Retirement, Inc. | 2,446 | $689.6K | 0.28% | −916−27.2% | Reduced |
| Awm Capital, LLC | 2,032 | $693.0K | 0.52% | +2,032 | New |
| Mosaic Advisors LLC | 2,465 | $695.0K | 0.46% | −4,209−63.1% | Reduced |
| Sterling Manor Financial, LLC | 2,464 | $695.0K | 0.58% | +12+0.5% | Added |
| Blossom Wealth Management | 2,465 | $695.0K | 4.13% | +484+24.4% | Added |
| Financial Strategies Group, Inc. | 2,484 | $700.0K | 0.31% | +221+9.8% | Added |
| Elm Advisors, LLC | 2,490 | $702.0K | 0.42% | −218−8.1% | Reduced |
| Personal Wealth Partners | 2,494 | $703.0K | 0.30% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2,498 | $704.0K | 0.23% | +33+1.3% | Added |
| Arnhold LLC | 2,500 | $705.0K | 0.08% | −100−3.8% | Reduced |
| Portland Investment Counsel Inc. | 2,502 | $705.0K | 0.32% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 2,500 | $705.0K | 0.56% | – | – |
| DCF Advisers, LLC | 2,500 | $705.0K | 0.38% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 2,510 | $708.0K | 0.25% | +65+2.7% | Added |
| Marshall Financial Group Inc | 2,519 | $710.0K | 0.30% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 2,525 | $712.0K | 0.28% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 2,537 | $715.0K | 0.25% | −10.0% | Reduced |
| Independent Family Office, LLC | 2,540 | $716.0K | 0.29% | −1,200−32.1% | Reduced |
| West Financial Advisors, LLC | 2,555 | $720.0K | 0.21% | +100+4.1% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,541 | $722.0K | 0.21% | +10+0.4% | Added |
| Summit Wealth Group, LLC | 2,560 | $722.0K | 1.14% | +2,560 | New |
| FIDELIS iM, LLC | 2,565 | $723.0K | 0.45% | +2,565 | New |
| Orin Green Financial, LLC | 2,578 | $727.0K | 0.51% | +7+0.3% | Added |
| Sightline Wealth Advisors, LLC | 2,587 | $729.0K | 0.61% | +10.0% | Added |
| Sequent Asset Management, LLC | 2,607 | $735.0K | 0.42% | +300+13.0% | Added |
| Annapolis Financial Services, LLC | 2,619 | $738.0K | 0.24% | +91+3.6% | Added |
| Better Money Decisions, LLC | 2,619 | $738.0K | 0.61% | +598+29.6% | Added |
| O'Brien Wealth Partners LLC | 2,558 | $739.0K | 0.26% | −3,346−56.7% | Reduced |
| Charter Research & Investment Group, Inc. | 2,624 | $740.0K | 0.61% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 2,637 | $743.0K | 0.58% | +732+38.4% | Added |
| Financial Planning & Information Services, Inc. | 2,652 | $748.0K | 0.20% | +59+2.3% | Added |
| Providence First Trust Co | 2,656 | $749.0K | 0.35% | −90−3.3% | Reduced |
| Ferguson Shapiro LLC | 2,657 | $749.0K | 0.44% | +2+0.1% | Added |
| Eclectic Associates Inc | 2,692 | $759.0K | 0.55% | −71−2.6% | Reduced |
| Derby & Company, Inc | 2,701 | $761.0K | 0.15% | +317+13.3% | Added |
| Shaker Investments LLC | 2,703 | $762.0K | 0.34% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 2,707 | $763.0K | 0.59% | −1,769−39.5% | Reduced |
| Aprio Wealth Management, LLC | 2,706 | $763.0K | 0.35% | +8+0.3% | Added |
| Blue Water Life Science Advisors, LLC | 2,726 | $769.0K | 0.25% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 2,731 | $770.0K | 0.44% | −333−10.9% | Reduced |
| Total Investment Management Inc | 2,735 | $771.0K | 0.19% | +320+13.3% | Added |
| ESL Trust Services, LLC | 2,742 | $773.0K | 0.24% | 00.0% | Unchanged |
| Alphasimplex Group, LLC | 2,761 | $778.0K | 0.64% | +2,761 | New |
| Ruffer LLP | 2,718 | $782.0K | 0.02% | −21−0.8% | Reduced |
| Silphium Asset Management Ltd | 2,783 | $784.6K | 0.32% | +1,869+204.5% | Added |
| 360 Financial, Inc. | 2,783 | $785.0K | 0.41% | −300−9.7% | Reduced |
| Brickley Wealth Management | 2,799 | $789.0K | 0.20% | +75+2.8% | Added |
| qPULA Trading Management LP | 2,800 | $789.0K | 1.23% | +2,800 | New |
| Chiron Capital Management, LLC | 2,805 | $791.0K | 0.58% | +50+1.8% | Added |
| Comprehensive Wealth Management, LLC | 2,807 | $791.4K | 0.75% | −30−1.1% | Reduced |
| Ninepoint Partners LP | 2,810 | $792.0K | 0.29% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 3,779 | $795.0K | 0.01% | −414−9.9% | Reduced |
| Lowe Wealth Advisors, LLC | 2,820 | $795.0K | 0.38% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 2,825 | $796.0K | 0.19% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,831 | $798.0K | 0.15% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 2,833 | $799.0K | 0.17% | +1,420+100.5% | Added |
| Fulcrum Equity Management | 2,842 | $801.0K | 0.31% | +2,039+253.9% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,859 | $806.0K | 0.28% | +350+13.9% | Added |
| Long Road Investment Counsel, LLC | 2,862 | $807.0K | 0.36% | 00.0% | Unchanged |
| ODonnell Financial Services, LLC | 2,870 | $809.0K | 0.39% | +2,870 | New |
| Willow Creek Wealth Management Inc. | 2,886 | $814.0K | 0.18% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 2,894 | $816.0K | 0.72% | +17+0.6% | Added |
| WJ Wealth Management, LLC | 2,909 | $819.0K | 0.54% | +250+9.4% | Added |
| Ford Financial Group, LLC | 2,908 | $820.0K | 0.32% | −300−9.4% | Reduced |
| Whelan Financial | 2,916 | $822.0K | 0.75% | +2,916 | New |