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 |
|---|---|---|---|---|---|
| Investidor Profissional Gestao de Recursos Ltda. | 117,474 | $33.1M | 7.79% | +10,505+9.8% | Added |
| Parcion Private Wealth LLC | 108,810 | $33.1M | 2.94% | +56+0.1% | Added |
| Wellington Shields Capital Management, LLC | 116,851 | $32.9M | 4.49% | −20,524−14.9% | Reduced |
| Anderson Hoagland & Co | 116,666 | $32.9M | 4.19% | +435+0.4% | Added |
| Capital International Sarl | 116,444 | $32.8M | 2.90% | −5,413−4.4% | Reduced |
| ExodusPoint Capital Management, LP | 116,316 | $32.8M | 0.49% | −1,660,276−93.5% | Reduced |
| Callahan Advisors, LLC | 115,760 | $32.6M | 4.11% | −1,708−1.5% | Reduced |
| Hallmark Capital Management Inc | 115,580 | $32.6M | 2.84% | −3,337−2.8% | Reduced |
| Galvin, Gaustad & Stein, LLC | 115,553 | $32.6M | 3.15% | −3,316−2.8% | Reduced |
| Schmidt P J Investment Management Inc | 104,752 | $32.5M | 6.39% | −1,742−1.6% | Reduced |
| Janney Capital Management LLC | 115,119 | $32.5M | 2.18% | −11,286−8.9% | Reduced |
| Polaris Wealth Advisory Group, LLC | 109,996 | $32.4M | 1.94% | −3,430−3.0% | Reduced |
| Bourne Lent Asset Management Inc | 114,925 | $32.4M | 9.30% | −850−0.7% | Reduced |
| Transform Wealth, LLC | 114,311 | $32.2M | 3.69% | +463+0.4% | Added |
| Foyston, Gordon, & Payne Inc | 114,164 | $32.2M | 8.04% | −13,673−10.7% | Reduced |
| Veriti Management LLC | 113,684 | $32.0M | 4.56% | +1,220+1.1% | Added |
| Gillespie Robinson & Grimm Inc | 113,676 | $32.0M | 2.70% | −3,350−2.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 113,595 | $32.0M | 5.49% | −2,793−2.4% | Reduced |
| BTC Capital Management, Inc. | 113,484 | $32.0M | 3.59% | −3,971−3.4% | Reduced |
| Signaturefd, LLC | 113,295 | $31.9M | 1.10% | +6,367+6.0% | Added |
| Adviser Investments LLC | 113,239 | $31.9M | 2.38% | +849+0.8% | Added |
| Bridgeway Capital Management, LLC | 113,175 | $31.9M | 0.61% | +1,200+1.1% | Added |
| 3G Sahana Capital Management LP | 113,085 | $31.9M | 3.77% | −104,922−48.1% | Reduced |
| Pennsylvania Capital Management Inc | 103,008 | $31.8M | 14.21% | +364+0.4% | Added |
| Cypress Capital, LLC | 112,662 | $31.8M | 4.03% | +109,421+3,376.1% | Added |
| Canandaigua National Corp | 112,545 | $31.7M | 5.17% | −6,873−5.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 112,546 | $31.7M | 2.94% | −773−0.7% | Reduced |
| Hunter Associates Investment Management LLC | 112,379 | $31.7M | 10.18% | −2,898−2.5% | Reduced |
| Sepio Capital, LP | 112,235 | $31.6M | 2.65% | −7,813−6.5% | Reduced |
| Itau Unibanco Holding S.A. | 111,907 | $31.5M | 1.69% | +27,575+32.7% | Added |
| Engine No. 1 LLC | 111,708 | $31.5M | 8.10% | +16,458+17.3% | Added |
| Claar Advisors LLC | 111,217 | $31.4M | 9.30% | 00.0% | Unchanged |
| WMS Partners, LLC | 110,859 | $31.3M | 4.58% | −1,747−1.6% | Reduced |
| Private Asset Management Inc | 110,808 | $31.2M | 4.26% | +1,331+1.2% | Added |
| Fagan Associates, Inc. | 110,675 | $31.2M | 6.78% | −692−0.6% | Reduced |
| B. Riley Wealth Management, Inc. | 110,416 | $31.1M | 2.39% | +66,346+150.5% | Added |
| Ratan Capital Management LP | 110,331 | $31.1M | 4.02% | −29,542−21.1% | Reduced |
| Howe & Rusling Inc | 110,093 | $31.0M | 3.90% | +1,440+1.3% | Added |
| Meiji Yasuda Life Insurance Co | 110,051 | $31.0M | 0.54% | −1,119−1.0% | Reduced |
| Homrich & Berg | 109,084 | $30.8M | 0.69% | +5,680+5.5% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 108,992 | $30.7M | 4.91% | +453+0.4% | Added |
| DF Dent & Co Inc | 108,771 | $30.7M | 0.31% | −2,401−2.2% | Reduced |
| PFS Investments Inc. | 90,779 | $30.6M | 0.63% | +7,517+9.0% | Added |
| LaFleur & Godfrey LLC | 108,428 | $30.6M | 4.22% | +9,639+9.8% | Added |
| Seizert Capital Partners, LLC | 107,581 | $30.3M | 1.39% | −22,079−17.0% | Reduced |
| Simmons Bank | 107,288 | $30.2M | 2.20% | −699−0.6% | Reduced |
| Kiley Juergens Wealth Management, LLC | 107,258 | $30.2M | 13.26% | +6,225+6.2% | Added |
| Fairview Capital Investment Management, LLC | 107,103 | $30.2M | 2.06% | +3,136+3.0% | Added |
| Mengis Capital Management, Inc. | 107,070 | $30.2M | 6.34% | −1,949−1.8% | Reduced |
| Archon Partners LLC | 107,000 | $30.2M | 3.94% | 00.0% | Unchanged |
| Private Trust Co NA | 106,807 | $30.1M | 4.38% | +5,478+5.4% | Added |
| RiverPark Advisors, LLC | 106,764 | $30.1M | 3.68% | −140−0.1% | Reduced |
| Tompkins Financial Corp | 106,723 | $30.1M | 5.50% | +106,723 | New |
| KMG Fiduciary Partners, LLC | 106,674 | $30.1M | 5.12% | +4,383+4.3% | Added |
| Jacobs & Co | 106,181 | $29.9M | 3.44% | −869−0.8% | Reduced |
| Strategic Global Advisors, LLC | 106,075 | $29.9M | 4.38% | +24,840+30.6% | Added |
| Coastal Investment Management, L.P. | 105,943 | $29.9M | 41.60% | 00.0% | Unchanged |
| Apeiron Capital Ltd | 105,900 | $29.9M | 7.84% | +7,500+7.6% | Added |
| First Financial Bank - Trust Division | 105,882 | $29.9M | 3.27% | −1,722−1.6% | Reduced |
| Means Investment Co., Inc. | 105,138 | $29.6M | 5.85% | −1,148−1.1% | Reduced |
| Girard Partners Ltd. | 105,083 | $29.6M | 3.74% | +1,449+1.4% | Added |
| Ossiam | 104,961 | $29.6M | 0.84% | −14,252−12.0% | Reduced |
| Steel Peak Wealth Management LLC | 104,940 | $29.6M | 2.02% | +12,245+13.2% | Added |
| Meridian Wealth Management, LLC | 104,832 | $29.6M | 3.65% | +2,084+2.0% | Added |
| Abbrea Capital, LLC | 104,659 | $29.5M | 4.40% | +1,204+1.2% | Added |
| Columbia Asset Management | 104,654 | $29.5M | 6.48% | +5,910+6.0% | Added |
| German American Bancorp, Inc. | 104,636 | $29.5M | 4.54% | +2,888+2.8% | Added |
| Murphy Capital Management Inc | 104,430 | $29.4M | 3.44% | +175+0.2% | Added |
| Pensionfund DSM Netherlands | 104,425 | $29.4M | 3.74% | +23,500+29.0% | Added |
| NBT Bank N A | 104,379 | $29.4M | 4.09% | −2,189−2.1% | Reduced |
| Blue Chip Partners, Inc. | 104,185 | $29.4M | 4.13% | +90+0.1% | Added |
| Rempart Asset Management Inc. | 104,065 | $29.3M | 6.18% | −5,984−5.4% | Reduced |
| Hartline Investment Corp | 103,963 | $29.3M | 4.08% | +757+0.7% | Added |
| Penobscot Investment Management Company, Inc. | 103,374 | $29.1M | 4.33% | −883−0.8% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 103,209 | $29.1M | 2.08% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 103,159 | $29.1M | 0.50% | −3,223−3.0% | Reduced |
| Allworth Financial LP | 103,091 | $29.1M | 0.48% | +120.0% | Added |
| Country Club Trust Company, n.a. | 102,280 | $29.0M | 2.49% | +232+0.2% | Added |
| Culbertson A N & Co Inc | 103,012 | $29.0M | 5.94% | −142−0.1% | Reduced |
| Capital Analysts, LLC | 102,853 | $29.0M | 1.90% | +2,542+2.5% | Added |
| Fosun International Ltd | 102,067 | $28.8M | 1.48% | +22,302+28.0% | Added |
| Conning Inc. | 101,845 | $28.7M | 0.83% | −15,614−13.3% | Reduced |
| Premier Fund Managers Ltd | 100,715 | $28.6M | 0.93% | +4,982+5.2% | Added |
| Psagot Investment House Ltd. | 101,178 | $28.5M | 4.92% | −195,238−65.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 101,178 | $28.5M | 4.92% | +101,178 | New |
| Terry L. Blaker | 101,048 | $28.5M | 1.81% | −2,969−2.9% | Reduced |
| Oxbow Advisors, LLC | 100,963 | $28.5M | 2.89% | +1,504+1.5% | Added |
| LS Investment Advisors, LLC | 100,949 | $28.5M | 3.66% | +3,310+3.4% | Added |
| First American Trust, FSB | 100,822 | $28.4M | 4.29% | +5,646+5.9% | Added |
| Scholtz & Company, LLC | 100,633 | $28.4M | 10.04% | −1,618−1.6% | Reduced |
| Clare Market Investments LLC | 100,523 | $28.3M | 8.49% | +6,279+6.7% | Added |
| Davy Global Fund Management Ltd | 100,445 | $28.3M | 4.32% | −3,815−3.7% | Reduced |
| 1st Source Bank | 100,437 | $28.3M | 1.78% | −3,423−3.3% | Reduced |
| Madison Wealth Management | 100,264 | $28.3M | 6.18% | +761+0.8% | Added |
| Principle Wealth Partners LLC | 103,799 | $28.3M | 3.26% | −2,206−2.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 100,035 | $28.2M | 0.07% | +2,058+2.1% | Added |
| North Star Investment Management Corp. | 100,026 | $28.2M | 2.29% | +125+0.1% | Added |
| JS Capital Management LLC | 100,000 | $28.2M | 1.68% | −45,000−31.0% | Reduced |
| Greenbrier Partners Capital Management, LLC | 100,000 | $28.2M | 2.58% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 99,773 | $28.1M | 2.89% | −2,864−2.8% | Reduced |