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 |
|---|---|---|---|---|---|
| D. Scott Neal, Inc. | 6,967 | $1.96M | 0.83% | +560+8.7% | Added |
| First National Corp | 7,030 | $1.98M | 0.44% | +1,484+26.8% | Added |
| Sunburst Financial Group, LLC | 7,041 | $1.99M | 1.23% | +268+4.0% | Added |
| Vivid Financial Management, Inc. | 7,066 | $1.99M | 0.82% | −108−1.5% | Reduced |
| RVW Wealth, LLC | 6,410 | $2.00M | 0.24% | +3,830+148.4% | Added |
| Twin Focus Capital Partners, LLC | 7,097 | $2.00M | 0.47% | −45−0.6% | Reduced |
| Addison Advisors LLC | 7,105 | $2.00M | 1.61% | −267−3.6% | Reduced |
| KB Financial Partners, LLC | 7,113 | $2.00M | 0.73% | +68+1.0% | Added |
| N.E.W. Advisory Services LLC | 7,114 | $2.00M | 0.33% | +127+1.8% | Added |
| Interchange Capital Partners, LLC | 7,146 | $2.01M | 3.37% | −538−7.0% | Reduced |
| Xcel Wealth Management, LLC | 7,148 | $2.02M | 0.58% | +9+0.1% | Added |
| Ibex Investors LLC | 7,152 | $2.02M | 1.39% | −3,000−29.6% | Reduced |
| Jacobsen Capital Management | 7,156 | $2.02M | 1.02% | +135+1.9% | Added |
| Oder Investment Management, LLC | 7,173 | $2.02M | 2.96% | −332−4.4% | Reduced |
| Elevated Capital Advisors, LLC | 7,172 | $2.02M | 0.70% | +7,172 | New |
| Retirement Income Solutions, Inc | 7,175 | $2.02M | 0.68% | +10.0% | Added |
| Bramshill Investments, LLC | 7,202 | $2.03M | 0.17% | −6,193−46.2% | Reduced |
| Dimension Capital Management LLC | 7,196 | $2.03M | 0.42% | −16−0.2% | Reduced |
| Montis Financial, LLC | 7,217 | $2.04M | 1.74% | +45+0.6% | Added |
| Vanguard Capital Wealth Advisors | 7,261 | $2.05M | 1.56% | +599+9.0% | Added |
| Detalus Advisors, LLC | 7,308 | $2.06M | 1.05% | +10.0% | Added |
| NinePointTwo Capital | 7,314 | $2.06M | 0.80% | 00.0% | Unchanged |
| Financial Advisory Group | 7,326 | $2.06M | 0.46% | −57−0.8% | Reduced |
| Truehand, Inc | 7,327 | $2.07M | 1.22% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 7,328 | $2.07M | 0.37% | +2,126+40.9% | Added |
| Genesee Capital Advisors, LLC | 7,353 | $2.07M | 1.02% | +7,353 | New |
| Westhampton Capital, LLC | 7,362 | $2.08M | 1.42% | +20+0.3% | Added |
| CMC Financial Group | 7,370 | $2.08M | 1.21% | +38+0.5% | Added |
| Crew Capital Management, Ltd. | 7,404 | $2.09M | 1.94% | +39+0.5% | Added |
| Source Financial Advisors LLC | 7,416 | $2.09M | 0.54% | +41+0.6% | Added |
| Wolf Group Capital Advisors | 7,416 | $2.09M | 1.14% | +6,012+428.2% | Added |
| Diversified, LLC | 7,444 | $2.10M | 1.12% | −210−2.7% | Reduced |
| Fernwood Investment Management, LLC | 7,446 | $2.10M | 0.72% | +39+0.5% | Added |
| Charter Oak Capital Management, LLC | 7,472 | $2.11M | 0.26% | +87+1.2% | Added |
| Round Table Services, LLC | 7,470 | $2.11M | 0.45% | +770+11.5% | Added |
| Corundum Group, Inc. | 7,483 | $2.11M | 1.56% | −705−8.6% | Reduced |
| Coho Partners, Ltd. | 7,498 | $2.11M | 0.03% | −300−3.8% | Reduced |
| Aristides Capital LLC | 7,502 | $2.12M | 1.57% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 7,506 | $2.12M | 0.18% | +2,857+61.5% | Added |
| Aveo Capital Partners, LLC | 7,530 | $2.12M | 0.44% | +1,185+18.7% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 7,536 | $2.13M | 0.73% | +1,500+24.9% | Added |
| Professional Financial Advisors, LLC | 7,543 | $2.13M | 1.22% | −67−0.9% | Reduced |
| Lipe & Dalton | 7,553 | $2.13M | 1.09% | −50−0.7% | Reduced |
| Baldrige Asset Management LLC | 7,556 | $2.13M | 0.89% | −235−3.0% | Reduced |
| First National Bank Sioux Falls | 7,553 | $2.13M | 3.57% | −10−0.1% | Reduced |
| WSFS Capital Management, LLC | 7,581 | $2.14M | 0.97% | +103+1.4% | Added |
| Magnetar Financial LLC | 7,582 | $2.14M | 0.02% | +7,582 | New |
| Conway Capital Management, Inc. | 7,585 | $2.14M | 1.45% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 7,592 | $2.14M | 0.70% | +150+2.0% | Added |
| One Wealth Advisors, LLC | 7,592 | $2.14M | 0.63% | +1,920+33.9% | Added |
| Wagner Wealth Management, LLC | 6,456 | $2.14M | 1.71% | −139−2.1% | Reduced |
| Cabot Wealth Management Inc | 7,605 | $2.14M | 0.29% | +655+9.4% | Added |
| StrategIQ Financial Group, LLC | 7,624 | $2.15M | 0.43% | −130−1.7% | Reduced |
| Ativo Capital Management LLC | 7,632 | $2.15M | 1.01% | −2,687−26.0% | Reduced |
| Legacy Wealth Planning, LLC | 7,632 | $2.15M | 2.41% | +47+0.6% | Added |
| Peterson Wealth Management | 7,645 | $2.15M | 1.67% | +67+0.9% | Added |
| Cooper/Haims Advisors, LLC | 7,650 | $2.16M | 1.30% | −100−1.3% | Reduced |
| Relative Value Partners Group, LLC | 7,664 | $2.16M | 0.16% | +229+3.1% | Added |
| SFE Investment Counsel | 7,673 | $2.16M | 0.61% | −15−0.2% | Reduced |
| KLCM Advisors, Inc. | 7,674 | $2.16M | 0.46% | +104+1.4% | Added |
| Groesbeck Investment Management Corp | 7,688 | $2.17M | 2.50% | −105−1.3% | Reduced |
| Satovsky Asset Management LLC | 7,688 | $2.17M | 1.62% | +14+0.2% | Added |
| Midwest Professional Planners, LTD. | 7,690 | $2.17M | 1.15% | −11−0.1% | Reduced |
| Emerald Advisors, LLC | 7,716 | $2.17M | 0.62% | −60−0.8% | Reduced |
| New World Advisors LLC | 7,052 | $2.18M | 1.01% | −5,527−43.9% | Reduced |
| Evolution Wealth Advisors, LLC | 7,772 | $2.19M | 0.47% | +281+3.8% | Added |
| Opes Wealth Management LLC | 7,780 | $2.19M | 0.78% | +3,756+93.3% | Added |
| Pictet Bank & Trust Ltd | 7,790 | $2.20M | 1.36% | −5,690−42.2% | Reduced |
| Jump Financial, LLC | 7,803 | $2.20M | 0.16% | −12,708−62.0% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 7,822 | $2.21M | 1.36% | +1,004+14.7% | Added |
| Stillwater Investment Management, LLC | 7,852 | $2.21M | 0.59% | −234−2.9% | Reduced |
| Strategic Wealth Management Inc | 7,862 | $2.22M | 1.15% | +1,738+28.4% | Added |
| Oak Asset Management, LLC | 7,250 | $2.23M | 0.93% | −402−5.3% | Reduced |
| Aft, Forsyth & Sober, LLC | 7,925 | $2.23M | 0.84% | +75+1.0% | Added |
| Human Investing LLC | 7,930 | $2.24M | 0.53% | −21−0.3% | Reduced |
| Salvus Wealth Management, LLC | 7,960 | $2.24M | 1.83% | −52−0.6% | Reduced |
| PBMares Wealth Management LLC | 7,968 | $2.25M | 1.07% | +14+0.2% | Added |
| Stewart Asset Management, LLC | 7,993 | $2.25M | 1.18% | −316−3.8% | Reduced |
| Sovarnum Capital L.P. | 8,000 | $2.25M | 2.13% | −3,500−30.4% | Reduced |
| Paragon Advisors, LLC | 7,999 | $2.25M | 1.09% | +1,708+27.1% | Added |
| Marshall Financial Group LLC | 8,004 | $2.26M | 1.17% | +404+5.3% | Added |
| Creative Financial Designs Inc | 8,012 | $2.26M | 0.37% | +216+2.8% | Added |
| Derbend Asset Management | 8,023 | $2.26M | 2.13% | −14−0.2% | Reduced |
| Biltmore Capital Advisors LLC | 8,042 | $2.27M | 0.42% | +4,032+100.5% | Added |
| Campbell Wealth Management | 8,050 | $2.27M | 0.30% | −524−6.1% | Reduced |
| Knightsbridge Asset Management, LLC | 8,063 | $2.27M | 0.80% | +525+7.0% | Added |
| Requisite Capital Management, LLC | 8,089 | $2.28M | 0.48% | −20−0.2% | Reduced |
| Nottingham Advisors, Inc. | 8,105 | $2.29M | 0.23% | −1,999−19.8% | Reduced |
| CMG Global Holdings, LLC | 8,117 | $2.29M | 1.71% | −19−0.2% | Reduced |
| Foresight Wealth Management, LLC | 8,125 | $2.29M | 1.01% | −60−0.7% | Reduced |
| Cornercap Investment Counsel Inc | 8,136 | $2.29M | 0.26% | −352−4.1% | Reduced |
| WealthBridge Capital Management, LLC | 8,139 | $2.29M | 0.86% | −208−2.5% | Reduced |
| Adams Chetwood Wealth Management LLC | 8,147 | $2.30M | 1.66% | −6−0.1% | Reduced |
| Virtu Financial LLC | 8,173 | $2.30M | 0.20% | +1,832+28.9% | Added |
| Paces Ferry Wealth Advisors, LLC | 8,177 | $2.31M | 1.84% | −330−3.9% | Reduced |
| Washburn Capital Management, Inc. | 8,204 | $2.31M | 1.51% | +358+4.6% | Added |
| Wealth Quarterback LLC | 8,207 | $2.31M | 1.54% | −110−1.3% | Reduced |
| Provident Trust Co | 8,254 | $2.33M | 0.05% | −951−10.3% | Reduced |
| Oxinas Partners Wealth Management LLC | 8,280 | $2.33M | 1.36% | −387−4.5% | Reduced |
| LSP Investment Advisors, LLC | 8,280 | $2.33M | 0.94% | +8,280 | New |