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 |
|---|---|---|---|---|---|
| Marquette Asset Management, LLC | 2,933 | $827.0K | 0.19% | +19+0.7% | Added |
| Kelly Financial Services LLC | 2,967 | $836.5K | 0.47% | −781,211−99.6% | Reduced |
| Essex Private Wealth Management, LLC | 2,983 | $841.0K | 0.76% | −31−1.0% | Reduced |
| Oldfather Financial Services, LLC | 2,501 | $842.0K | 0.43% | +72+3.0% | Added |
| Inspirion Wealth Advisors, LLC | 2,996 | $844.0K | 0.19% | +22+0.7% | Added |
| Caz Investments LP | 3,000 | $846.0K | 1.09% | −1,300−30.2% | Reduced |
| Mason Capital Management LLC | 3,000 | $846.0K | 0.39% | +3,000 | New |
| Donald L. Hagan, LLC | 3,003 | $847.0K | 0.49% | −112−3.6% | Reduced |
| TNF LLC | 2,601 | $849.0K | 0.36% | +2,601 | New |
| Stordahl Capital Management, Inc. | 3,026 | $853.0K | 0.34% | +750+33.0% | Added |
| L2 Asset Management, LLC | 3,029 | $854.0K | 2.16% | −14,705−82.9% | Reduced |
| Value Partners Investments Inc. | 3,049 | $854.0K | 0.07% | +429+16.4% | Added |
| Horst & Graben Wealth Management LLC | 3,038 | $856.0K | 0.24% | +83+2.8% | Added |
| Cowa, LLC | 3,046 | $859.0K | 0.49% | −470−13.4% | Reduced |
| Lee Financial Group Hawaii, Inc. | 3,052 | $861.0K | 0.63% | +3+0.1% | Added |
| Oberweis Asset Management Inc | 3,055 | $861.0K | 0.18% | +225+8.0% | Added |
| Cranbrook Wealth Management, LLC | 3,053 | $861.0K | 0.20% | +330+12.1% | Added |
| Caxton Corp | 3,057 | $862.0K | 0.70% | −2−0.1% | Reduced |
| Wealth Advisors of Iowa, LLC | 3,058 | $862.0K | 0.47% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 3,065 | $864.0K | 0.53% | −1,661−35.1% | Reduced |
| Guidance Point Advisors, LLC | 3,066 | $864.0K | 0.32% | +10.0% | Added |
| Tower Wealth Partners, Inc. | 3,076 | $867.0K | 0.91% | +45+1.5% | Added |
| Ambassador Advisors, LLC | 3,115 | $878.0K | 0.17% | +1,248+66.8% | Added |
| Sentinel Pension Advisors Inc | 3,117 | $879.0K | 0.30% | +52+1.7% | Added |
| Jackson Creek Investment Advisors LLC | 3,155 | $889.0K | 0.33% | −102−3.1% | Reduced |
| Boothe Investment Group, Inc. | 3,087 | $892.0K | 0.49% | +44+1.4% | Added |
| Lion Street Advisors, LLC | 3,168 | $894.0K | 0.48% | +507+19.1% | Added |
| Riggs Asset Managment Co. Inc. | 3,176 | $895.0K | 0.27% | −100−3.1% | Reduced |
| NSI Retail Advisors, LLC | 3,202 | $903.0K | 0.16% | 00.0% | Unchanged |
| Keystone Wealth Partners | 3,208 | $905.0K | 0.50% | +674+26.6% | Added |
| Concentrum Wealth Management | 3,221 | $908.0K | 0.59% | +50+1.6% | Added |
| Portfolio Strategies, Inc. | 3,223 | $909.0K | 0.18% | +65+2.1% | Added |
| WESPAC Advisors, LLC | 3,227 | $910.0K | 0.56% | +3,227 | New |
| Next Capital Management LLC | 3,247 | $915.0K | 0.66% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,253 | $917.1K | 1.09% | +253+8.4% | Added |
| Wealthstar Advisors, LLC | 3,252 | $918.0K | 0.34% | −84−2.5% | Reduced |
| Fenimore Asset Management Inc | 3,261 | $919.0K | 0.02% | +25+0.8% | Added |
| Banco BTG Pactual S.A. | 3,275 | $923.0K | 0.40% | −20,599−86.3% | Reduced |
| Future Financial Wealth Managment LLC | 3,411 | $924.0K | 0.95% | 00.0% | Unchanged |
| Sym Financial Corp | 3,279 | $924.0K | 0.54% | +6+0.2% | Added |
| Catalyst Private Wealth, LLC | 3,280 | $925.0K | 0.40% | +150+4.8% | Added |
| Lebenthal Global Advisors, LLC | 3,292 | $928.0K | 0.58% | +62+1.9% | Added |
| LGL Partners, LLC | 3,290 | $928.0K | 0.56% | +165+5.3% | Added |
| Pacific Center for Financial Services | 3,295 | $929.0K | 0.41% | 00.0% | Unchanged |
| EMC Capital Management | 2,800 | $929.0K | 0.52% | 00.0% | Unchanged |
| Pinz Capital Management, LP | 3,300 | $930.0K | 0.42% | +3,300 | New |
| Aufman Associates Inc | 3,305 | $932.0K | 0.77% | −24−0.7% | Reduced |
| Financial Management Professionals, Inc. | 3,308 | $933.0K | 0.22% | +475+16.8% | Added |
| Malaga Cove Capital, LLC | 3,323 | $937.0K | 0.39% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 3,320 | $940.0K | 1.44% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 3,341 | $942.0K | 0.29% | −54−1.6% | Reduced |
| Ategra Capital Management, LLC | 3,369 | $950.0K | 0.48% | 00.0% | Unchanged |
| Family Firm, Inc. | 3,089 | $950.0K | 0.25% | −64−2.0% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 3,382 | $953.0K | 0.44% | −2,130−38.6% | Reduced |
| PrairieView Partners, LLC | 3,380 | $953.0K | 0.14% | +252+8.1% | Added |
| Peak Financial Management, Inc. | 3,386 | $955.0K | 0.32% | +48+1.4% | Added |
| Waterfront Wealth Inc. | 3,392 | $956.0K | 0.46% | +23+0.7% | Added |
| Strategic Financial Partners, Ltd. | 3,390 | $956.0K | 0.51% | +134+4.1% | Added |
| Caas Capital Management LP | 3,400 | $959.0K | 0.07% | −16,800−83.2% | Reduced |
| Cairn Investment Group, Inc. | 3,413 | $962.0K | 0.71% | +38+1.1% | Added |
| Raffa Wealth Management, LLC | 3,413 | $962.2K | 0.33% | +59+1.8% | Added |
| Fca Corp | 4,550 | $974.0K | 0.29% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 3,458 | $975.0K | 0.15% | −2,173−38.6% | Reduced |
| Community Bank of Raymore | 3,462 | $976.0K | 0.29% | −33−0.9% | Reduced |
| Legacy Financial Strategies, LLC | 3,476 | $980.0K | 0.46% | +156+4.7% | Added |
| Earnest Partners LLC | 3,482 | $982.0K | 0.01% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 3,486 | $983.0K | 0.22% | −987−22.1% | Reduced |
| True Link Financial Advisors, LLC | 1,517 | $983.0K | 0.13% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,506 | $988.0K | 0.87% | +1,449+70.4% | Added |
| Innova Wealth Partners | 3,513 | $990.0K | 0.78% | 00.0% | Unchanged |
| Falcon Wealth Planning | 3,511 | $990.0K | 0.38% | +1,322+60.4% | Added |
| Howard Wealth Management, LLC | 3,547 | $999.0K | 0.56% | +7+0.2% | Added |
| Red Tortoise LLC | 4,313 | $1.00M | 0.80% | +4,313 | New |
| MBM Wealth Consultants, LLC | 3,563 | $1.00M | 0.46% | −15−0.4% | Reduced |
| Silicon Hills Wealth Management, LLC | 3,568 | $1.01M | 0.69% | −23−0.6% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 3,578 | $1.01M | 0.06% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 3,590 | $1.01M | 0.21% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 3,529 | $1.02M | 0.63% | −3−0.1% | Reduced |
| Braun-Bostich & Associates Inc. | 3,634 | $1.02M | 1.93% | 00.0% | Unchanged |
| Emfo, LLC | 3,645 | $1.03M | 0.91% | +2+0.1% | Added |
| Trinity Wealth Management, LLC | 3,650 | $1.03M | 0.78% | +17+0.5% | Added |
| Financial Council Asset Management Inc | 3,651 | $1.03M | 1.45% | +3,651 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,656 | $1.03M | 0.01% | +54+1.5% | Added |
| Gruss & Co., LLC | 3,680 | $1.04M | 2.90% | −2,070−36.0% | Reduced |
| Private Management Group Inc | 3,678 | $1.04M | 0.04% | +113+3.2% | Added |
| FSB Premier Wealth Management, Inc. | 3,694 | $1.04M | 0.52% | −238−6.1% | Reduced |
| Proquility Private Wealth Partners, LLC | 3,693 | $1.04M | 0.39% | +70+1.9% | Added |
| Towerpoint Wealth, LLC | 3,695 | $1.04M | 0.52% | −152−4.0% | Reduced |
| Meridian Wealth Partners, LLC | 3,699 | $1.04M | 0.22% | −549−12.9% | Reduced |
| Resolute Partners Group | 3,699 | $1.04M | 0.14% | +1,671+82.4% | Added |
| Alken Asset Management Ltd. | 3,700 | $1.04M | 6.69% | +3,700 | New |
| Ritter Daniher Financial Advisory, LLC | 3,705 | $1.04M | 0.76% | +10+0.3% | Added |
| PYA Waltman Capital, LLC | 3,711 | $1.05M | 0.57% | +1,555+72.1% | Added |
| Probabilities Fund Management, LLC | 3,720 | $1.05M | 3.78% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 3,750 | $1.06M | 0.35% | 00.0% | Unchanged |
| Retirement Group, LLC | 3,751 | $1.06M | 0.49% | +18+0.5% | Added |
| Investment Management Associates Inc | 3,761 | $1.06M | 0.56% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 3,775 | $1.06M | 0.21% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 3,779 | $1.06M | 0.51% | +81+2.2% | Added |
| CVA Family Office, LLC | 5,069 | $1.07M | 0.77% | −10,924−68.3% | Reduced |