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 |
|---|---|---|---|---|---|
| Reston Wealth Management LLC | 4,738 | $1.34M | 0.70% | +53+1.1% | Added |
| Retirement Planning Group | 4,751 | $1.34M | 0.15% | −236−4.7% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 4,756 | $1.34M | 0.47% | −1,338−22.0% | Reduced |
| Atlas Private Wealth Management | 4,780 | $1.35M | 0.82% | +325+7.3% | Added |
| LifePro Asset Management | 4,794 | $1.35M | 0.41% | −415−8.0% | Reduced |
| Axiom Financial Strategies, LLC | 4,800 | $1.35M | 0.64% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 4,806 | $1.35M | 0.01% | −442−8.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 4,805 | $1.35M | 0.46% | −80−1.6% | Reduced |
| Blackcrane Capital, LLC | 4,826 | $1.36M | 1.81% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 4,856 | $1.37M | 1.19% | +4,856 | New |
| Jeereddi Investments, LP | 4,896 | $1.38M | 1.26% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 4,908 | $1.38M | 0.50% | −238−4.6% | Reduced |
| Larson Financial Group LLC | 4,913 | $1.39M | 0.27% | −1,890−27.8% | Reduced |
| North Point Portfolio Managers Corp | 4,913 | $1.39M | 0.19% | +60+1.2% | Added |
| One Charles Private Wealth Services, LLC | 4,915 | $1.39M | 0.80% | +93+1.9% | Added |
| TriaGen Wealth Management LLC | 4,930 | $1.39M | 0.76% | −10−0.2% | Reduced |
| BTG Pactual Global Asset Management Ltd | 4,934 | $1.39M | 1.28% | −18,733−79.2% | Reduced |
| Compass Ion Advisors, LLC | 4,946 | $1.39M | 0.50% | −818−14.2% | Reduced |
| Castellan Group, LLC | 4,950 | $1.40M | 0.72% | +3,150+175.0% | Added |
| Green Harvest Asset Management LLC | 7,120 | $1.40M | 0.22% | +1,083+17.9% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 4,961 | $1.40M | 1.08% | −27−0.5% | Reduced |
| PRW Wealth Management LLC | 4,979 | $1.40M | 0.70% | −41,799−89.4% | Reduced |
| Range Financial Group LLC | 4,989 | $1.41M | 1.01% | −175−3.4% | Reduced |
| Intelligence Driven Advisers, LLC | 4,872 | $1.41M | 0.32% | +301+6.6% | Added |
| USAdvisors Wealth Management, LLC | 4,994 | $1.41M | 0.61% | +173+3.6% | Added |
| Cohen & Steers, Inc. | 4,999 | $1.41M | 0.00% | −1,294−20.6% | Reduced |
| Ascendant Capital Management, LLC | 5,000 | $1.41M | 1.07% | −2,200−30.6% | Reduced |
| Opus Investment Management Inc | 5,000 | $1.41M | 0.22% | 00.0% | Unchanged |
| Anson Funds Management LP | 5,000 | $1.41M | 0.18% | +5,000 | New |
| Western Financial Corporation | 5,012 | $1.41M | 0.84% | −99−1.9% | Reduced |
| Freedman Financial Associates, Inc. | 5,012 | $1.41M | 1.03% | +224+4.7% | Added |
| Brouwer & Janachowski, LLC | 5,017 | $1.42M | 0.25% | +302+6.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,047 | $1.42M | 0.90% | +111+2.2% | Added |
| Rodgers & Associates, LTD | 5,050 | $1.42M | 0.23% | −5−0.1% | Reduced |
| Aspireon Wealth Advisors | 5,071 | $1.43M | 1.04% | +21+0.4% | Added |
| Pacific Capital Wealth Advisors, Inc | 5,076 | $1.43M | 0.45% | +79+1.6% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 5,088 | $1.43M | 0.11% | −50−1.0% | Reduced |
| First Affirmative Financial Network | 5,133 | $1.45M | 1.49% | +5,133 | New |
| IFG Advisors, LLC | 5,151 | $1.45M | 0.67% | +310+6.4% | Added |
| Capital CS Group, LLC | 5,042 | $1.46M | 1.36% | +2,481+96.9% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,360 | $1.47M | 0.59% | +60+1.4% | Added |
| Tolleson Wealth Management, Inc. | 5,218 | $1.47M | 0.42% | −579−10.0% | Reduced |
| O'Dell Group, LLC | 5,221 | $1.47M | 0.47% | −912−14.9% | Reduced |
| Thrive Capital Management, LLC | 5,229 | $1.47M | 1.09% | +114+2.2% | Added |
| Driehaus Capital Management LLC | 5,255 | $1.48M | 0.02% | −158−2.9% | Reduced |
| Vista Investment Management | 5,255 | $1.48M | 0.87% | −29−0.5% | Reduced |
| Diversified Portfolios, Inc. | 5,258 | $1.48M | 0.41% | +394+8.1% | Added |
| Koss-Olinger Consulting, LLC | 5,302 | $1.50M | 0.24% | −111−2.1% | Reduced |
| Advisory Resource Group | 5,315 | $1.50M | 0.55% | −804−13.1% | Reduced |
| Grace Capital | 5,302 | $1.51M | 0.93% | +47+0.9% | Added |
| Bridgewater Associates, LP | 5,364 | $1.51M | 0.01% | −97,641−94.8% | Reduced |
| Berkeley, Inc | 5,390 | $1.52M | 1.12% | 00.0% | Unchanged |
| Northern Capital Management, Inc. | 5,402 | $1.52M | 1.30% | +442+8.9% | Added |
| Gabelli & Co Investment Advisers, Inc. | 5,410 | $1.52M | 0.18% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 5,411 | $1.52M | 0.44% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 5,418 | $1.53M | 0.41% | +30+0.6% | Added |
| Planning Alternatives Ltd | 5,423 | $1.53M | 0.25% | +17+0.3% | Added |
| Safeguard Investment Advisory Group, LLC | 5,436 | $1.53M | 0.99% | +533+10.9% | Added |
| Campion Asset Management LLC | 5,465 | $1.54M | 1.37% | 00.0% | Unchanged |
| Parametrica Management Ltd | 5,476 | $1.54M | 1.15% | +218+4.1% | Added |
| Keebeck Alpha, LP | 5,479 | $1.54M | 0.48% | +295+5.7% | Added |
| 4J Wealth Management LLC | 5,489 | $1.55M | 1.34% | +44+0.8% | Added |
| Colton Groome Financial Advisors, LLC | 5,490 | $1.55M | 0.67% | 00.0% | Unchanged |
| Sadoff Investment Management LLC | 5,493 | $1.55M | 0.10% | +225+4.3% | Added |
| Engrave Wealth Partners LLC | 5,519 | $1.56M | 0.46% | −1,039−15.8% | Reduced |
| White Lighthouse Investment Management Inc. | 5,524 | $1.56M | 0.42% | −45−0.8% | Reduced |
| US Financial Advisors, LLC | 5,540 | $1.56M | 0.77% | +150+2.8% | Added |
| Mirabella Financial Services LLP | 5,547 | $1.56M | 0.21% | +4,654+521.2% | Added |
| Onyx Bridge Wealth Group LLC | 5,095 | $1.57M | 0.59% | +835+19.6% | Added |
| BEAM Asset Management, LLC | 5,589 | $1.58M | 1.35% | +648+13.1% | Added |
| McGowan Group Asset Management, Inc. | 5,611 | $1.58M | 0.27% | −339−5.7% | Reduced |
| WestHill Financial Advisors, Inc. | 5,612 | $1.58M | 0.49% | +5,612 | New |
| Sofos Investments, Inc. | 4,660 | $1.58M | 1.15% | −5,747−55.2% | Reduced |
| Cordasco Financial Network | 5,623 | $1.58M | 1.08% | +151+2.8% | Added |
| Crestone Asset Management LLC | 5,622 | $1.58M | 0.35% | +1,726+44.3% | Added |
| Goepper Burkhardt LLC | 5,637 | $1.59M | 1.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 5,675 | $1.60M | 0.34% | −47−0.8% | Reduced |
| Select Asset Management & Trust | 5,685 | $1.60M | 1.16% | 00.0% | Unchanged |
| Triumph Capital Management | 5,707 | $1.61M | 0.75% | −482−7.8% | Reduced |
| S. Muoio & Co. LLC | 5,743 | $1.62M | 1.37% | 00.0% | Unchanged |
| Sciencast Management LP | 5,489 | $1.62M | 0.46% | +5,489 | New |
| Fermata Advisors, LLC | 5,755 | $1.62M | 0.72% | +1,182+25.8% | Added |
| Copperwynd Financial, LLC | 5,767 | $1.63M | 0.67% | +2,443+73.5% | Added |
| First Citizens Financial Corp | 5,771 | $1.63M | 1.30% | −657−10.2% | Reduced |
| Polar Asset Management Partners Inc. | 5,773 | $1.63M | 0.02% | +5,773 | New |
| Arlington Financial Advisors, LLC | 5,781 | $1.63M | 0.64% | −41−0.7% | Reduced |
| Arabesque Asset Management Ltd | 5,787 | $1.63M | 0.55% | −6,010−50.9% | Reduced |
| Sovereign Financial Group, Inc. | 5,787 | $1.63M | 0.94% | +316+5.8% | Added |
| Delos Wealth Advisors, LLC | 5,798 | $1.63M | 1.80% | −1,069−15.6% | Reduced |
| Check Capital Management Inc | 5,802 | $1.64M | 0.14% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 5,848 | $1.65M | 2.20% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 5,848 | $1.65M | 0.58% | +230+4.1% | Added |
| Shepherd Kaplan Krochuk, LLC | 5,854 | $1.65M | 0.61% | −302−4.9% | Reduced |
| Lionsbridge Wealth Management LLC | 5,864 | $1.65M | 1.78% | −594−9.2% | Reduced |
| Benjamin Edwards Inc | 5,872 | $1.66M | 1.01% | +1,385+30.9% | Added |
| MinichMacGregor Wealth Management, LLC | 5,889 | $1.66M | 0.56% | −5−0.1% | Reduced |
| Mizuho Securities Co. Ltd. | 5,888 | $1.66M | 0.48% | +2,019+52.2% | Added |
| Curi Capital | 5,907 | $1.67M | 0.77% | +134+2.3% | Added |
| American Financial Advisors, LLC | 5,920 | $1.67M | 0.22% | −20−0.3% | Reduced |
| Apexium Financial, LP | 5,939 | $1.67M | 0.97% | +910+18.1% | Added |