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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Capital Financial Services, LLC | 5,943 | $1.68M | 2.05% | +106+1.8% | Added |
| AllSquare Wealth Management LLC | 5,964 | $1.68M | 1.00% | −250−4.0% | Reduced |
| Karani Asset Management LLC | 5,979 | $1.69M | 0.82% | +1,362+29.5% | Added |
| Westshore Wealth, LLC | 5,985 | $1.69M | 1.36% | −9,892−62.3% | Reduced |
| Cornerstone National Bank & Trust Co | 5,992 | $1.69M | 0.75% | +111+1.9% | Added |
| Prescott Group Capital Management, L.L.C. | 6,000 | $1.69M | 0.46% | 00.0% | Unchanged |
| Viking Fund Management LLC | 6,000 | $1.69M | 0.49% | 00.0% | Unchanged |
| Latash Investments, LLC | 6,000 | $1.69M | 1.06% | 00.0% | Unchanged |
| ERn Financial, LLC | 6,010 | $1.69M | 0.43% | +257+4.5% | Added |
| Orgel Wealth Management, LLC | 6,013 | $1.70M | 0.19% | +277+4.8% | Added |
| Cedar Wealth Management, LLC | 6,015 | $1.70M | 0.75% | −624−9.4% | Reduced |
| BCS Wealth Management | 6,021 | $1.70M | 0.72% | +121+2.1% | Added |
| Cavalier Investments, LLC | 6,022 | $1.70M | 0.54% | +399+7.1% | Added |
| KFA Private Wealth Group, LLC | 6,038 | $1.70M | 0.93% | −268−4.2% | Reduced |
| Marks Group Wealth Management, Inc | 6,031 | $1.70M | 0.23% | +4,253+239.2% | Added |
| Hardy Reed LLC | 6,051 | $1.71M | 0.30% | −240−3.8% | Reduced |
| BCGM Wealth Management, LLC | 5,143 | $1.71M | 0.95% | +694+15.6% | Added |
| Coastal Capital Group, Inc. | 6,065 | $1.71M | 0.41% | −38−0.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 6,065 | $1.71M | 0.06% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 6,064 | $1.71M | 1.14% | +6,064 | New |
| Premier Asset Management LLC | 6,073 | $1.71M | 0.24% | −29,203−82.8% | Reduced |
| RHS Financial, LLC | 6,096 | $1.72M | 1.25% | −49−0.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | – | $1.72M | 0.14% | – | – |
| Crumly & Associates Inc. | 6,108 | $1.72M | 0.80% | +324+5.6% | Added |
| High Pointe Capital Management LLC | 6,110 | $1.72M | 1.36% | 00.0% | Unchanged |
| Manchester Financial Inc | 6,115 | $1.72M | 0.66% | −132−2.1% | Reduced |
| Fort, L.P. | 6,126 | $1.73M | 0.57% | −946−13.4% | Reduced |
| Dorchester Wealth Management Co | 6,146 | $1.73M | 0.43% | +815+15.3% | Added |
| Rock Point Advisors, LLC | 6,151 | $1.73M | 0.51% | −95−1.5% | Reduced |
| Dean Investment Associates, LLC | 6,156 | $1.74M | 0.33% | −304−4.7% | Reduced |
| Antonetti Capital Management LLC | 6,165 | $1.74M | 1.42% | +6,165 | New |
| Hillsdale Investment Management Inc. | 6,195 | $1.75M | 0.13% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 6,202 | $1.75M | 2.13% | −332−5.1% | Reduced |
| Landmark Financial Advisors, LLC | 7,429 | $1.75M | 0.94% | −459−5.8% | Reduced |
| Opal Wealth Advisors, LLC | 6,231 | $1.76M | 1.69% | −1,198−16.1% | Reduced |
| WP Advisors, LLC | 6,233 | $1.76M | 0.72% | −191−3.0% | Reduced |
| Verdad Advisers, LP | 6,250 | $1.76M | 1.27% | +6,250 | New |
| WFA of San Diego, LLC | 6,257 | $1.76M | 1.23% | −26−0.4% | Reduced |
| LFA - Lugano Financial Advisors SA | 6,260 | $1.76M | 1.16% | +429+7.4% | Added |
| OPSEU Pension Plan Trust Fund | 6,233 | $1.77M | 0.45% | −50−0.8% | Reduced |
| Gill Capital Partners, LLC | 6,266 | $1.77M | 0.80% | −199−3.1% | Reduced |
| Summit Wealth Partners, LLC | 6,270 | $1.77M | 0.42% | +327+5.5% | Added |
| Capital Directions Investment Advisors, LLC | 6,275 | $1.77M | 0.54% | −69−1.1% | Reduced |
| Profit Investment Management, LLC | 6,278 | $1.77M | 1.23% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 6,315 | $1.78M | 0.52% | −4−0.1% | Reduced |
| TAP Consulting, LLC | 6,322 | $1.78M | 0.48% | −12−0.2% | Reduced |
| Sound Income Strategies, LLC | 6,319 | $1.78M | 0.23% | +1,426+29.1% | Added |
| F3Logic, LLC | 6,333 | $1.78M | 0.23% | −700−10.0% | Reduced |
| Red Cedar Capital, LLC | 6,333 | $1.79M | 1.10% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 6,341 | $1.79M | 1.19% | +17+0.3% | Added |
| FOCUS Wealth Advisors, LLC | 6,353 | $1.79M | 1.21% | +118+1.9% | Added |
| Burns Matteson Capital Management, LLC | 6,376 | $1.80M | 1.36% | +930+17.1% | Added |
| Newman & Schimel, LLC | 6,393 | $1.80M | 1.13% | +10+0.2% | Added |
| Tennessee Valley Asset Management Partners | 6,403 | $1.80M | 0.69% | +6,403 | New |
| Mascoma Wealth Management LLC | 6,434 | $1.81M | 0.70% | +146+2.3% | Added |
| Firestone Capital Management | 6,698 | $1.81M | 0.60% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 6,464 | $1.82M | 0.94% | +4+0.1% | Added |
| Reitz Capital Advisors LLC | 6,476 | $1.82M | 1.37% | −85−1.3% | Reduced |
| Roble, Belko & Company, Inc | 6,512 | $1.84M | 0.38% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 5,983 | $1.84M | 0.88% | −27−0.4% | Reduced |
| Hummer Financial Advisory Services Inc | 6,530 | $1.84M | 1.70% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 6,535 | $1.84M | 0.62% | +107+1.7% | Added |
| Truepoint, Inc. | 6,538 | $1.84M | 0.09% | +1,226+23.1% | Added |
| Texas Capital Bancshares Inc | 6,542 | $1.84M | 1.29% | −30.0% | Reduced |
| Independent Wealth Network Inc. | 5,522 | $1.84M | 1.21% | +5,522 | New |
| Birchcreek Wealth Management, LLC | 6,565 | $1.85M | 1.73% | −34−0.5% | Reduced |
| Green Square Capital Advisors LLC | 6,615 | $1.86M | 0.42% | +1,754+36.1% | Added |
| Selective Wealth Management, Inc. | 6,617 | $1.86M | 0.99% | +2,010+43.6% | Added |
| Navalign, LLC | 6,620 | $1.87M | 0.79% | −109−1.6% | Reduced |
| GSB Wealth Management, LLC | 6,647 | $1.87M | 0.96% | −9,883−59.8% | Reduced |
| Clarity Wealth Advisors, LLC | 6,693 | $1.89M | 0.93% | +84+1.3% | Added |
| High Falls Advisors, Inc | 6,723 | $1.90M | 0.51% | −283−4.0% | Reduced |
| Parkside Advisors LLC | 6,728 | $1.90M | 0.59% | +629+10.3% | Added |
| Financial & Tax Architects, LLC | 6,732 | $1.90M | 0.86% | +1,857+38.1% | Added |
| MPS Loria Financial Planners, LLC | 6,739 | $1.90M | 0.87% | +64+1.0% | Added |
| Bridgeworth, LLC | 6,738 | $1.90M | 0.53% | −75−1.1% | Reduced |
| DSC Advisors, L.P. | 6,761 | $1.91M | 2.52% | −345−4.9% | Reduced |
| Southland Equity Partners LLC | 6,764 | $1.91M | 0.88% | +106+1.6% | Added |
| Bickling Financial Services, Inc. | 6,770 | $1.91M | 0.97% | −344−4.8% | Reduced |
| Clearwater Capital Advisors, LLC | 6,797 | $1.92M | 0.22% | 00.0% | Unchanged |
| Ade, LLC | 6,807 | $1.92M | 1.76% | 00.0% | Unchanged |
| Cortland Associates Inc | 6,812 | $1.92M | 0.21% | −520−7.1% | Reduced |
| Navellier & Associates Inc | 6,811 | $1.92M | 0.29% | +161+2.4% | Added |
| Traphagen Investment Advisors LLC | 6,811 | $1.92M | 0.35% | +164+2.5% | Added |
| Summit Wealth & Retirement Planning, Inc. | 6,822 | $1.92M | 0.70% | +235+3.6% | Added |
| ERTS Wealth Advisors, LLC | 6,826 | $1.92M | 0.50% | −269−3.8% | Reduced |
| MBA Advisors LLC | 6,831 | $1.93M | 1.42% | −178−2.5% | Reduced |
| Aldebaran Financial Inc. | 6,830 | $1.93M | 1.65% | +110+1.6% | Added |
| Atwood & Palmer Inc | 6,836 | $1.93M | 0.17% | −516−7.0% | Reduced |
| Levy Wealth Management Group, LLC | 6,834 | $1.93M | 1.06% | +292+4.5% | Added |
| Monticello Wealth Management, LLC | 6,883 | $1.94M | 0.19% | +15+0.2% | Added |
| Eldridge Investment Advisors, Inc. | 6,890 | $1.94M | 0.69% | −23−0.3% | Reduced |
| GenTrust, LLC | 6,908 | $1.95M | 0.16% | +1,100+18.9% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 6,912 | $1.95M | 2.25% | −571−7.6% | Reduced |
| TD Capital Management LLC | 6,926 | $1.95M | 0.24% | +10.0% | Added |
| Arq Wealth Advisors, LLC | 6,947 | $1.96M | 1.26% | −271−3.8% | Reduced |
| Rinet Co LLC | 6,944 | $1.96M | 0.37% | +3,374+94.5% | Added |
| Callan Capital, LLC | 6,950 | $1.96M | 0.33% | −390−5.3% | Reduced |
| Midwest Wealth Management Inc. | 6,951 | $1.96M | 1.35% | +195+2.9% | Added |
| Cassia Capital Partners, LLC | 6,951 | $1.96M | 1.35% | +6,042+664.7% | Added |