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 |
|---|---|---|---|---|---|
| Allstate Corp | 168,878 | $47.6M | 1.97% | −14,363−7.8% | Reduced |
| Hilton Capital Management, LLC | 168,648 | $47.5M | 4.65% | +4,298+2.6% | Added |
| Marble Harbor Investment Counsel, LLC | 168,434 | $47.5M | 6.39% | −5,193−3.0% | Reduced |
| Waratah Capital Advisors Ltd. | 168,229 | $47.4M | 2.43% | −9,050−5.1% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 168,000 | $47.4M | 1.91% | −258,011−60.6% | Reduced |
| Holocene Advisors, LP | 166,799 | $47.0M | 0.27% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 166,612 | $47.0M | 1.90% | +8,785+5.6% | Added |
| Burns J W & Co Inc | 166,220 | $46.9M | 7.34% | −2,334−1.4% | Reduced |
| Grassi Investment Management | 165,195 | $46.6M | 5.24% | −382−0.2% | Reduced |
| Gluskin Sheff & Assoc Inc | 164,991 | $46.5M | 1.95% | +658+0.4% | Added |
| Grosvenor Holdings, L.L.C. | 164,307 | $46.3M | 5.68% | −116,760−41.5% | Reduced |
| Narwhal Capital Management | 163,888 | $46.2M | 5.84% | +2,149+1.3% | Added |
| Jones Financial Companies LLLP | 163,630 | $46.1M | 0.07% | +1,014+0.6% | Added |
| Albion Financial Group | 162,932 | $45.9M | 4.02% | −3,277−2.0% | Reduced |
| Colonial Trust Advisors | 162,608 | $45.8M | 5.65% | −3,183−1.9% | Reduced |
| Capital Investment Services of America, Inc. | 162,436 | $45.8M | 4.36% | −1,928−1.2% | Reduced |
| BBVA USA | 161,910 | $45.6M | 2.68% | −8,569−5.0% | Reduced |
| Eagle Ridge Investment Management | 161,132 | $45.4M | 5.06% | −6,277−3.7% | Reduced |
| Dowling & Yahnke LLC | 160,757 | $45.3M | 2.51% | +2,649+1.7% | Added |
| Matrix Asset Advisors Inc | 160,638 | $45.3M | 6.38% | +346+0.2% | Added |
| Toroso Investments, LLC | 160,581 | $45.3M | 1.69% | +31,727+24.6% | Added |
| HighPoint Advisor Group LLC | 160,100 | $45.1M | 4.42% | −6,275−3.8% | Reduced |
| Palisade Asset Management, LLC | 159,535 | $45.0M | 5.48% | −1,298−0.8% | Reduced |
| Bragg Financial Advisors, Inc | 158,669 | $44.7M | 2.87% | +2,131+1.4% | Added |
| Bank of Hawaii | 158,649 | $44.7M | 2.50% | −2,151−1.3% | Reduced |
| Woodline Partners LP | 158,547 | $44.7M | 0.74% | +158,547 | New |
| FRG Family Wealth Advisors LLC | 157,856 | $44.5M | 8.74% | −1,452−0.9% | Reduced |
| Strategic Wealth Advisors Group, LLC | 157,891 | $44.5M | 2.17% | −6,135−3.7% | Reduced |
| Alerus Financial NA | 157,618 | $44.4M | 4.05% | +1,865+1.2% | Added |
| Kestra Private Wealth Services, LLC | 157,049 | $44.3M | 2.47% | +6,698+4.5% | Added |
| Manitou Investment Management Ltd. | 156,685 | $44.2M | 8.08% | −4,500−2.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 156,186 | $44.0M | 7.72% | −1,189−0.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 156,172 | $44.0M | 3.43% | −6,519−4.0% | Reduced |
| Gamco Investors, Inc. Et Al | 156,090 | $44.0M | 0.39% | +1,720+1.1% | Added |
| Mutual Advisors, LLC | 155,501 | $43.8M | 2.60% | +4,042+2.7% | Added |
| Montag A & Associates Inc | 154,961 | $43.7M | 2.35% | −4,977−3.1% | Reduced |
| CapWealth Advisors, LLC | 154,797 | $43.6M | 4.78% | −5,398−3.4% | Reduced |
| CAPROCK Group, Inc. | 154,605 | $43.6M | 3.89% | +7,267+4.9% | Added |
| Penserra Capital Management LLC | 153,198 | $43.2M | 0.90% | +25,065+19.6% | Added |
| MainStreet Investment Advisors LLC | 153,106 | $43.2M | 4.15% | −8,128−5.0% | Reduced |
| Quinn Opportunity Partners LLC | 153,100 | $43.2M | 2.76% | +10,600+7.4% | Added |
| Adell Harriman & Carpenter Inc | 153,072 | $43.2M | 4.49% | −2,362−1.5% | Reduced |
| Ledyard National Bank | 152,724 | $43.1M | 4.45% | −3,020−1.9% | Reduced |
| TenCore Partners, LP | 152,290 | $42.9M | 6.59% | −6,200−3.9% | Reduced |
| North Star Asset Management Inc | 152,163 | $42.9M | 2.36% | −307−0.2% | Reduced |
| Snowden Capital Advisors LLC | 151,919 | $42.8M | 2.14% | +5,501+3.8% | Added |
| Integrated Wealth Concepts LLC | 151,701 | $42.8M | 1.39% | +25,325+20.0% | Added |
| Grimes & Company, Inc. | 151,553 | $42.7M | 1.86% | +365+0.2% | Added |
| Vigilant Capital Management, LLC | 151,392 | $42.7M | 3.42% | −1,157−0.8% | Reduced |
| Wilsey Asset Management Inc | 151,325 | $42.7M | 10.42% | −220.0% | Reduced |
| Boston Family Office LLC | 151,299 | $42.7M | 3.09% | +2,531+1.7% | Added |
| Pallas Capital Advisors LLC | 127,623 | $42.6M | 4.68% | +45,200+54.8% | Added |
| Abner Herrman & Brock LLC | 151,080 | $42.6M | 6.00% | −6,590−4.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 150,808 | $42.5M | 0.87% | +10,089+7.2% | Added |
| World Asset Management Inc | 150,790 | $42.5M | 4.22% | −13,878−8.4% | Reduced |
| Blue Pool Management Ltd. | 150,291 | $42.4M | 3.05% | 00.0% | Unchanged |
| Kings Point Capital Management | 149,680 | $42.2M | 3.77% | +2,324+1.6% | Added |
| Coerente Capital Management | 149,674 | $42.2M | 8.74% | −7,295−4.6% | Reduced |
| Anchor Capital Advisors LLC | 149,527 | $42.2M | 0.88% | −5,172−3.3% | Reduced |
| Majedie Asset Management Ltd | 147,435 | $41.6M | 3.15% | +13,220+9.8% | Added |
| Prospera Financial Services Inc | 147,330 | $41.5M | 2.07% | −1,129−0.8% | Reduced |
| Governors Lane LP | 147,226 | $41.5M | 3.38% | −41,868−22.1% | Reduced |
| Lincoln National Corp | 146,979 | $41.4M | 0.91% | +477+0.3% | Added |
| Truxt Investmentos Ltda. | 146,700 | $41.4M | 5.84% | −118,200−44.6% | Reduced |
| Carroll Financial Associates, Inc. | 146,559 | $41.3M | 2.31% | −650−0.4% | Reduced |
| First Quadrant L P | 146,373 | $41.3M | 4.82% | +447+0.3% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 145,900 | $41.1M | 0.36% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 144,269 | $41.0M | 25.10% | −7,583−5.0% | Reduced |
| Beaumont Financial Partners, LLC | 144,692 | $40.8M | 3.15% | −2,426−1.6% | Reduced |
| Atmos Capital Gestao de Recursos Ltda. | 144,000 | $40.6M | 5.05% | −72,300−33.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 143,900 | $40.6M | 5.51% | −1,700−1.2% | Reduced |
| Carret Asset Management, LLC | 143,737 | $40.5M | 4.84% | −3,639−2.5% | Reduced |
| Oak Associates, Ltd | 143,549 | $40.5M | 2.30% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 143,473 | $40.4M | 4.55% | +222+0.2% | Added |
| Parsons Capital Management Inc | 142,812 | $40.3M | 3.15% | −896−0.6% | Reduced |
| Clearstead Advisors, LLC | 142,714 | $40.2M | 3.01% | −8,302−5.5% | Reduced |
| Stillwater Capital Advisors, LLC | 142,676 | $40.2M | 6.63% | −1,634−1.1% | Reduced |
| BTR Capital Management Inc | 142,638 | $40.2M | 4.99% | −2,190−1.5% | Reduced |
| Washington Trust Bank | 142,626 | $40.2M | 4.70% | +2,850+2.0% | Added |
| SCS Capital Management LLC | 142,617 | $40.2M | 0.86% | 00.0% | Unchanged |
| Equitable Trust Co | 142,568 | $40.2M | 2.57% | −3,820−2.6% | Reduced |
| Papp L Roy & Associates | 142,319 | $40.1M | 5.10% | −2,382−1.6% | Reduced |
| Trust Co of Virginia | 141,997 | $40.0M | 4.44% | −1,641−1.1% | Reduced |
| Anomaly Capital Management, LP | 141,817 | $40.0M | 2.57% | +29,720+26.5% | Added |
| Financial Advocates Investment Management | 141,648 | $39.9M | 2.79% | −3,765−2.6% | Reduced |
| Deltec Asset Management LLC | 141,350 | $39.8M | 6.01% | −350−0.2% | Reduced |
| Managed Asset Portfolios, LLC | 141,244 | $39.8M | 6.06% | −2,451−1.7% | Reduced |
| Main Street Research LLC | 141,079 | $39.8M | 3.48% | +6,051+4.5% | Added |
| IndexIQ Advisors LLC | 141,034 | $39.8M | 1.33% | +5,927+4.4% | Added |
| Wendell David Associates Inc | 140,696 | $39.7M | 4.42% | −195−0.1% | Reduced |
| Van Cleef Asset Management,Inc | 140,331 | $39.6M | 5.95% | −465−0.3% | Reduced |
| Gradient Investments LLC | 139,948 | $39.5M | 1.11% | +5,138+3.8% | Added |
| Select Equity Group, L.P. | 139,518 | $39.3M | 0.13% | −47,583−25.4% | Reduced |
| 11 Capital Partners LP | 139,275 | $39.3M | 9.87% | −1,900−1.3% | Reduced |
| Bank of Nova Scotia Trust Co | 139,234 | $39.3M | 3.54% | −5,162−3.6% | Reduced |
| S&CO Inc | 139,225 | $39.3M | 3.06% | +90+0.1% | Added |
| Valeo Financial Advisors, LLC | 169,680 | $39.2M | 2.30% | +9,393+5.9% | Added |
| Harvest Fund Management Co., Ltd | 139,038 | $39.2M | 8.85% | −1,047−0.7% | Reduced |
| Dearborn Partners LLC | 137,878 | $38.9M | 1.58% | −23,813−14.7% | Reduced |
| HHR Asset Management, LLC | 137,100 | $38.7M | 4.06% | −50,780−27.0% | Reduced |