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 |
|---|---|---|---|---|---|
| Black Swift Group, LLC | 3,817 | $1.08M | 0.49% | −1,748−31.4% | Reduced |
| Benedetti & Gucer, Inc. | 3,828 | $1.08M | 0.82% | +483+14.4% | Added |
| Conestoga Capital Advisors, LLC | 3,834 | $1.08M | 0.01% | 00.0% | Unchanged |
| Pacific Edge Advisors, LLC | 3,838 | $1.08M | 0.53% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 3,842 | $1.08M | 0.08% | +7+0.2% | Added |
| Capital Wealth Alliance, LLC | 3,567 | $1.08M | 0.66% | −65−1.8% | Reduced |
| Financial Advisors Network, Inc. | 3,227 | $1.09M | 0.25% | +245+8.2% | Added |
| SRS Capital Advisors, Inc. | 3,864 | $1.09M | 0.15% | −64−1.6% | Reduced |
| Hayden Royal, LLC | 3,870 | $1.09M | 1.78% | −10,820−73.7% | Reduced |
| Santori & Peters | 3,875 | $1.09M | 0.62% | +10.0% | Added |
| Colorado Capital Management, Inc. | 3,880 | $1.09M | 0.77% | +233+6.4% | Added |
| University of Notre Dame du Lac | 3,900 | $1.10M | 3.48% | −4,823−55.3% | Reduced |
| Syquant Capital SAS | 3,900 | $1.10M | 0.67% | −300−7.1% | Reduced |
| Greenhouse Wealth Management, LLC | 3,901 | $1.10M | 1.04% | −28−0.7% | Reduced |
| Newport Capital Group, LLC | 3,902 | $1.10M | 0.85% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 4,063 | $1.10M | 0.68% | 00.0% | Unchanged |
| HYA Advisors, Inc | 3,748 | $1.10M | 0.45% | +10.0% | Added |
| Ackerman Capital Advisors, LLC | 3,913 | $1.10M | 0.25% | +248+6.8% | Added |
| Systematic Financial Management LP | 3,920 | $1.10M | 0.03% | 00.0% | Unchanged |
| Draper Asset Management, LLC | 3,930 | $1.11M | 1.05% | +925+30.8% | Added |
| TrueWealth Advisors, LLC | 3,963 | $1.12M | 0.63% | −31−0.8% | Reduced |
| Northstar Advisory Group, LLC | 3,976 | $1.12M | 1.10% | −14,764−78.8% | Reduced |
| Ampfield Management, L.P. | 3,978 | $1.12M | 0.98% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 3,976 | $1.12M | 1.10% | +10.0% | Added |
| Windsor Capital Management, LLC | 3,995 | $1.13M | 0.36% | +201+5.3% | Added |
| P.A.W. Capital Corp | 4,000 | $1.13M | 1.00% | −500−11.1% | Reduced |
| Windham Capital Management, LLC | 4,000 | $1.13M | 0.24% | 00.0% | Unchanged |
| Granite Point Capital Management, L.P. | 4,000 | $1.13M | 0.44% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 4,001 | $1.13M | 0.87% | +342+9.3% | Added |
| ACT Advisors, LLC. | 4,004 | $1.13M | 0.87% | −15−0.4% | Reduced |
| CFS Investment Advisory Services, LLC | 4,013 | $1.13M | 0.15% | +2,915+265.5% | Added |
| Holistic Financial Partners | 4,017 | $1.13M | 0.70% | +26+0.7% | Added |
| ShoreHaven Wealth Partners, LLC | 4,027 | $1.13M | 0.59% | −110−2.7% | Reduced |
| New Vernon Investment Management LLC | 4,042 | $1.14M | 1.93% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 4,065 | $1.15M | 0.71% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 4,091 | $1.15M | 0.65% | −249−5.7% | Reduced |
| Smith & Howard Wealth Management, LLC | 4,093 | $1.15M | 0.54% | −137−3.2% | Reduced |
| Activest Wealth Management | 4,095 | $1.15M | 0.77% | +1,324+47.8% | Added |
| Pachira Investments Inc. | 4,098 | $1.16M | 0.82% | −496−10.8% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 4,103 | $1.16M | 0.77% | −45−1.1% | Reduced |
| Brand Asset Management Group, Inc. | 4,141 | $1.17M | 0.56% | −495−10.7% | Reduced |
| Capital Square, LLC | 4,041 | $1.17M | 0.83% | +82+2.1% | Added |
| Salomon & Ludwin, LLC | 4,156 | $1.17M | 0.18% | +1,394+50.5% | Added |
| Pettinga Financial Advisors, LLC | 4,170 | $1.18M | 0.30% | −100−2.3% | Reduced |
| Truadvice, LLC | 3,493 | $1.18M | 1.08% | −10,464−75.0% | Reduced |
| Peterson Wealth Advisors, LLC | 4,195 | $1.18M | 0.39% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 3,848 | $1.19M | 0.70% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 4,226 | $1.19M | 0.49% | +40+1.0% | Added |
| Odey Holdings Ltd | 4,236 | $1.19M | 6.35% | +1,836+76.5% | Added |
| New York Life Investments Alternatives | 4,255 | $1.20M | 0.78% | +12+0.3% | Added |
| Heck Capital Advisors, LLC | 4,258 | $1.20M | 0.24% | −72−1.7% | Reduced |
| Soundwatch Capital LLC | 4,260 | $1.20M | 0.33% | +4,260 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 4,264 | $1.20M | 0.72% | +50+1.2% | Added |
| Marotta Asset Management | 4,269 | $1.20M | 0.29% | +31+0.7% | Added |
| Concorde Asset Management, LLC | 4,293 | $1.21M | 0.70% | +180+4.4% | Added |
| Tacita Capital Inc | 4,296 | $1.21M | 0.74% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 4,298 | $1.21M | 0.07% | −9,710−69.3% | Reduced |
| Quantedge Capital Pte Ltd | 4,300 | $1.21M | 0.59% | 00.0% | Unchanged |
| Alliance Wealth Management Group | 4,317 | $1.22M | 0.40% | −3−0.1% | Reduced |
| Center For Asset Management LLC | 4,323 | $1.22M | 1.03% | +152+3.6% | Added |
| Foundry Partners, LLC | 4,346 | $1.23M | 0.04% | −672−13.4% | Reduced |
| PSI Advisors, LLC | 4,354 | $1.23M | 0.56% | −2,031−31.8% | Reduced |
| Essex LLC | 4,366 | $1.23M | 0.34% | +4,366 | New |
| Aua Capital Management, LLC | 4,393 | $1.24M | 0.78% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 4,384 | $1.24M | 0.59% | −160−3.5% | Reduced |
| Cypress Capital Management LLC (WY) | 4,403 | $1.24M | 1.03% | +85+2.0% | Added |
| Trinity Financial Advisors LLC | 4,413 | $1.24M | 0.83% | −340−7.2% | Reduced |
| Dougherty Wealth Advisers LLC | 4,412 | $1.24M | 1.85% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 4,431 | $1.25M | 0.62% | −1,097−19.8% | Reduced |
| Golden Green, Inc. | 4,435 | $1.25M | 0.98% | −973−18.0% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 4,433 | $1.25M | 0.27% | +334+8.1% | Added |
| Willis Johnson & Associates, Inc. | 4,454 | $1.26M | 0.17% | +16+0.4% | Added |
| Tillar-Wenstrup Advisors, LLC | 4,463 | $1.26M | 0.58% | −93−2.0% | Reduced |
| EWG Elevate Inc. | 4,462 | $1.26M | 0.52% | +98+2.2% | Added |
| Consolidated Planning Corp | 4,477 | $1.26M | 0.82% | +15+0.3% | Added |
| Fountainhead AM, LLC | 4,475 | $1.26M | 0.61% | +487+12.2% | Added |
| Davidson Capital Management Inc. | 4,484 | $1.26M | 0.64% | −409−8.4% | Reduced |
| Pacific Sun Financial Corp | 4,489 | $1.27M | 0.73% | +4,489 | New |
| Pensionmark Financial Group, LLC | 4,494 | $1.27M | 0.29% | −143−3.1% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 4,500 | $1.27M | 0.45% | +149+3.4% | Added |
| Legal Advantage Investments, Inc. | 4,500 | $1.27M | 0.85% | +250+5.9% | Added |
| Matrix Private Capital Group LLC | 4,510 | $1.27M | 0.67% | +746+19.8% | Added |
| Karn, Couzens & Associates, Inc. | 4,517 | $1.27M | 0.97% | −150−3.2% | Reduced |
| Pin Oak Investment Advisors Inc | 4,519 | $1.27M | 1.41% | −403−8.2% | Reduced |
| Palladiem, LLC | 4,557 | $1.28M | 1.04% | −430−8.6% | Reduced |
| Resource Planning Group | 4,565 | $1.29M | 0.81% | −70−1.5% | Reduced |
| Accel Wealth Management | 4,586 | $1.29M | 0.84% | +174+3.9% | Added |
| Northwest Wealth Management, LLC | 4,596 | $1.30M | 0.68% | −377−7.6% | Reduced |
| Ironsides Asset Advisors, LLC | 4,612 | $1.30M | 0.41% | +25+0.5% | Added |
| Petix & Botte Co | 4,628 | $1.30M | 0.44% | +2,314+100.0% | Added |
| Ullmann Financial Group, Inc. | 4,655 | $1.31M | 0.52% | +443+10.5% | Added |
| Valtinson Bruner Financial Planning LLC | 4,282 | $1.32M | 0.72% | −65−1.5% | Reduced |
| Brown University | 4,678 | $1.32M | 0.18% | 00.0% | Unchanged |
| CKW Financial Group | 4,570 | $1.32M | 0.20% | 00.0% | Unchanged |
| AXS Investments LLC | 4,692 | $1.32M | 0.50% | −46,184−90.8% | Reduced |
| Arcus Capital Partners, LLC | 4,692 | $1.32M | 0.50% | +279+6.3% | Added |
| Hobart Private Capital, LLC | 4,720 | $1.33M | 0.52% | −437−8.5% | Reduced |
| Barber Financial Group, Inc. | 4,720 | $1.33M | 0.17% | +54+1.2% | Added |
| TLWM | 4,729 | $1.33M | 0.51% | +509+12.1% | Added |
| X-Square Capital, LLC | 4,729 | $1.33M | 0.69% | +166+3.6% | Added |