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 |
|---|---|---|---|---|---|
| Novare Capital Management LLC | 136,715 | $38.5M | 4.28% | −10,423−7.1% | Reduced |
| Cypress Capital Management LLC | 141,617 | $38.4M | 5.07% | 00.0% | Unchanged |
| Bell Asset Management Ltd | 135,303 | $38.1M | 6.51% | +12,990+10.6% | Added |
| Choate Investment Advisors | 135,008 | $38.1M | 2.43% | −8,036−5.6% | Reduced |
| Atika Capital Management LLC | 135,000 | $38.1M | 2.71% | +13,000+10.7% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 134,875 | $38.0M | 3.35% | +1,233+0.9% | Added |
| Sumitomo Life Insurance Co | 134,429 | $37.9M | 1.01% | −5,577−4.0% | Reduced |
| Aptus Capital Advisors, LLC | 134,353 | $37.9M | 1.50% | +16,582+14.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 133,686 | $37.7M | 1.48% | +659+0.5% | Added |
| Sonora Investment Management, LLC | 133,414 | $37.6M | 4.71% | +1,096+0.8% | Added |
| Stewart & Patten Co LLC | 133,300 | $37.6M | 6.14% | −6,452−4.6% | Reduced |
| Renaissance Group LLC | 132,895 | $37.5M | 1.62% | −2,994−2.2% | Reduced |
| Constitution Capital LLC | 132,523 | $37.4M | 22.43% | −28,178−17.5% | Reduced |
| DDD Partners, LLC | 132,345 | $37.3M | 5.58% | +2,234+1.7% | Added |
| Heritage Wealth Advisors | 132,173 | $37.3M | 2.28% | −1,047−0.8% | Reduced |
| Wedgewood Partners Inc | 132,048 | $37.2M | 5.25% | −1,288−1.0% | Reduced |
| Summit Global Investments | 131,930 | $37.2M | 2.79% | −1,823−1.4% | Reduced |
| Geneos Wealth Management Inc. | 128,657 | $37.2M | 1.42% | −557−0.4% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 131,800 | $37.2M | 2.65% | −110,000−45.5% | Reduced |
| Linscomb & Williams, Inc. | 131,421 | $37.0M | 1.91% | −580−0.4% | Reduced |
| Park Avenue Securities LLC | 131,339 | $37.0M | 0.74% | +8,210+6.7% | Added |
| James Investment Research Inc | 130,784 | $36.9M | 3.42% | +576+0.4% | Added |
| Fukoku Mutual Life Insurance Co | 130,780 | $36.9M | 2.88% | +10,390+8.6% | Added |
| Horiko Capital Management LLC | 130,669 | $36.8M | 15.90% | −5,393−4.0% | Reduced |
| Lockheed Martin Investment Management Co | 130,156 | $36.7M | 1.99% | −3,650−2.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 118,144 | $36.6M | 0.54% | +3,402+3.0% | Added |
| Resources Management Corp | 129,970 | $36.6M | 5.27% | −1,343−1.0% | Reduced |
| Northeast Financial Consultants Inc | 129,578 | $36.6M | 2.44% | −10,033−7.2% | Reduced |
| Hemenway Trust Co LLC | 129,727 | $36.6M | 3.69% | −7,023−5.1% | Reduced |
| Verde Servicos Internacionais S.A. | 129,313 | $36.5M | 4.01% | +20,313+18.6% | Added |
| Untitled Investments LP | 128,880 | $36.3M | 7.29% | +4,295+3.4% | Added |
| Telemus Capital, LLC | 128,568 | $36.2M | 3.07% | −11,660−8.3% | Reduced |
| Founders Capital Management, LLC | 128,363 | $36.2M | 9.14% | −879−0.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 128,315 | $36.2M | 2.06% | +8,107+6.7% | Added |
| Prudential PLC | 128,312 | $36.2M | 0.50% | −499,100−79.5% | Reduced |
| Veritas Investment Management (UK) Ltd | 128,208 | $36.1M | 5.93% | −19,828−13.4% | Reduced |
| AO Asset Management, LP | 128,100 | $36.1M | 2.66% | −20,700−13.9% | Reduced |
| Trust Co of Toledo NA | 127,811 | $36.0M | 5.89% | +724+0.6% | Added |
| E Fund Management Co., Ltd. | 127,351 | $35.9M | 1.50% | +127,351 | New |
| Ropes Wealth Advisors LLC | 127,211 | $35.9M | 5.75% | −7,533−5.6% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 126,992 | $35.8M | 6.17% | −4,380−3.3% | Reduced |
| Freemont Management S.A. | 126,900 | $35.8M | 4.81% | +700+0.6% | Added |
| Clarkston Capital Partners, LLC | 126,864 | $35.8M | 0.64% | −5,228−4.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 126,506 | $35.7M | 6.20% | −215,692−63.0% | Reduced |
| Tufton Capital Management | 125,964 | $35.5M | 6.01% | −6,616−5.0% | Reduced |
| Atlantic Union Bankshares Corp | 125,879 | $35.5M | 3.34% | +1,017+0.8% | Added |
| Lynch & Associates | 125,596 | $35.4M | 9.17% | −2,316−1.8% | Reduced |
| Palisade Capital Management LLC | 125,504 | $35.4M | 0.77% | −389−0.3% | Reduced |
| Baker Avenue Asset Management, LP | 125,418 | $35.4M | 2.06% | +1,475+1.2% | Added |
| Sowell Financial Services LLC | 125,264 | $35.3M | 2.38% | −19,121−13.2% | Reduced |
| De Burlo Group Inc | 125,210 | $35.3M | 5.72% | +82+0.1% | Added |
| Chicago Capital, LLC | 125,165 | $35.3M | 1.34% | −5,191−4.0% | Reduced |
| Nexus Investment Management ULC | 125,142 | $35.3M | 3.81% | −1,968−1.5% | Reduced |
| Dakota Wealth Management | 124,934 | $35.2M | 4.07% | +3,299+2.7% | Added |
| Reilly Financial Advisors, LLC | 124,901 | $35.2M | 3.02% | +662+0.5% | Added |
| 180 Wealth Advisors, LLC | 115,432 | $35.1M | 7.74% | −282−0.2% | Reduced |
| GW Henssler & Associates Ltd | 124,429 | $35.1M | 2.43% | +30,029+31.8% | Added |
| PKO Investment Management Joint-Stock Co | 124,362 | $35.1M | 4.21% | −594−0.5% | Reduced |
| Shufro Rose & Co LLC | 124,320 | $35.0M | 2.74% | +91+0.1% | Added |
| Academy Capital Management Inc | 124,292 | $35.0M | 5.64% | +124,292 | New |
| First Citizens Bank & Trust Co | 124,178 | $35.0M | 1.67% | −5,150−4.0% | Reduced |
| Addenda Capital Inc. | 124,158 | $35.0M | 1.65% | +749+0.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 123,953 | $34.9M | 1.52% | +123,953 | New |
| ACG Wealth | 123,751 | $34.9M | 4.59% | −962−0.8% | Reduced |
| Pittenger & Anderson Inc | 123,630 | $34.9M | 1.75% | −2,649−2.1% | Reduced |
| Dundas Partners LLP | 123,509 | $34.8M | 4.91% | 00.0% | Unchanged |
| United Bank | 123,483 | $34.8M | 4.66% | −418−0.3% | Reduced |
| Sycomore Asset Management | 122,714 | $34.8M | 5.10% | −10,240−7.7% | Reduced |
| Heritage Trust Co | 123,333 | $34.8M | 4.89% | +202+0.2% | Added |
| Capula Management Ltd | 123,253 | $34.7M | 2.68% | +95,220+339.7% | Added |
| Robeco Schweiz AG | 123,204 | $34.7M | 0.50% | +3,474+2.9% | Added |
| Auxier Asset Management | 123,020 | $34.7M | 5.87% | −470.0% | Reduced |
| Bloom Tree Partners, LLC | 122,751 | $34.6M | 4.60% | +8,289+7.2% | Added |
| Appleton Partners Inc | 122,642 | $34.6M | 2.88% | +2,283+1.9% | Added |
| Capco Asset Management, LLC | 122,621 | $34.6M | 10.13% | −31,805−20.6% | Reduced |
| Fishman Jay A Ltd | 122,580 | $34.6M | 4.28% | −1,175−0.9% | Reduced |
| Fulton Bank, N.A. | 122,527 | $34.5M | 1.61% | +102+0.1% | Added |
| Fiduciary Group LLC | 111,006 | $34.4M | 3.91% | −1,911−1.7% | Reduced |
| Te Ahumairangi Investment Management Ltd | 121,981 | $34.4M | 4.74% | −204−0.2% | Reduced |
| Zweig-DiMenna Associates LLC | 121,622 | $34.3M | 2.40% | −2,320−1.9% | Reduced |
| Roundview Capital LLC | 121,596 | $34.3M | 3.78% | +1,877+1.6% | Added |
| First Fiduciary Investment Counsel, Inc. | 121,525 | $34.3M | 6.68% | −7,231−5.6% | Reduced |
| Nishkama Capital, LLC | 121,422 | $34.2M | 11.18% | +121,422 | New |
| Hoey Investments, Inc | 121,262 | $34.2M | 10.60% | +1,275+1.1% | Added |
| RWWM, Inc. | 121,206 | $34.2M | 4.40% | −839−0.7% | Reduced |
| Garde Capital, Inc. | 120,919 | $34.1M | 3.52% | +21,283+21.4% | Added |
| Tandem Investment Advisors, Inc. | 120,802 | $34.1M | 2.79% | +985+0.8% | Added |
| Weatherly Asset Management L. P. | 120,536 | $34.0M | 4.13% | +802+0.7% | Added |
| Spinnaker Trust | 120,405 | $33.9M | 2.36% | −2,889−2.3% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 120,353 | $33.9M | 0.74% | +25,917+27.4% | Added |
| Frontier Wealth Management LLC | 119,829 | $33.8M | 2.33% | −3,108−2.5% | Reduced |
| Kayak Investment Partners LLC | 119,828 | $33.8M | 4.78% | −2,680−2.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 119,825 | $33.8M | 4.06% | −208−0.2% | Reduced |
| Horizon Investments, LLC | 119,512 | $33.7M | 1.04% | −2,134−1.8% | Reduced |
| McIlrath & Eck, LLC | 119,358 | $33.6M | 10.02% | −283−0.2% | Reduced |
| Parus Finance (UK) Ltd | 118,623 | $33.4M | 9.64% | −16,051−11.9% | Reduced |
| Churchill Management Corp | 118,434 | $33.4M | 0.50% | −2,457−2.0% | Reduced |
| Wintrust Investments LLC | 117,761 | $33.2M | 4.48% | −12,657−9.7% | Reduced |
| PFG Advisors | 117,706 | $33.2M | 3.76% | −2,233−1.9% | Reduced |
| Goelzer Investment Management, Inc. | 117,668 | $33.2M | 2.91% | −2,937−2.4% | Reduced |