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 |
|---|---|---|---|---|---|
| Inherent Group, LP | 99,669 | $28.1M | 7.27% | +5,000+5.3% | Added |
| Brookstone Capital Management | 94,769 | $28.1M | 0.51% | +2,867+3.1% | Added |
| Miracle Mile Advisors, LLC | 99,527 | $28.0M | 1.35% | +11,821+13.5% | Added |
| Professional Advisory Services Inc | 99,205 | $28.0M | 4.11% | −11,774−10.6% | Reduced |
| Monetary Management Group Inc | 99,042 | $27.9M | 7.68% | +2,250+2.3% | Added |
| Diversified Trust Co | 98,995 | $27.9M | 1.00% | −1,462−1.5% | Reduced |
| SP Asset Management | 86,340 | $27.9M | 2.92% | +1,459+1.7% | Added |
| MD Financial Management Inc. | 98,906 | $27.9M | 0.71% | −5,315−5.1% | Reduced |
| Payden & Rygel | 98,830 | $27.9M | 1.45% | −1,200−1.2% | Reduced |
| Connors Investor Services Inc | 98,648 | $27.8M | 2.94% | −4,935−4.8% | Reduced |
| United Asset Strategies, Inc. | 98,579 | $27.8M | 3.58% | +623+0.6% | Added |
| Burleson & Company, LLC | 98,477 | $27.8M | 4.19% | +1,046+1.1% | Added |
| Lee Danner & Bass Inc | 98,430 | $27.7M | 2.56% | −4,832−4.7% | Reduced |
| Ironwood Investment Counsel, LLC | 98,394 | $27.7M | 7.11% | +1,191+1.2% | Added |
| Dividend Assets Capital, LLC | 98,132 | $27.7M | 5.57% | −1,077−1.1% | Reduced |
| Harbor Investment Advisory, LLC | 97,965 | $27.6M | 3.75% | +680+0.7% | Added |
| Griffin Asset Management, Inc. | 97,854 | $27.6M | 3.53% | −2,601−2.6% | Reduced |
| FourThought Financial, LLC | 97,831 | $27.6M | 3.68% | −2,784−2.8% | Reduced |
| Evoke Wealth, LLC | 97,808 | $27.6M | 1.04% | −1,848−1.9% | Reduced |
| Absher Wealth Management, LLC | 97,239 | $27.4M | 5.07% | −5,487−5.3% | Reduced |
| Smithfield Trust Co | 97,135 | $27.4M | 1.81% | −510−0.5% | Reduced |
| D L Carlson Investment Group Inc | 96,490 | $27.2M | 4.73% | −385−0.4% | Reduced |
| Intersect Capital LLC | 96,292 | $27.1M | 4.65% | +303+0.3% | Added |
| First Midwest Bank Trust Division | 96,230 | $27.1M | 3.86% | −1,948−2.0% | Reduced |
| Pacific Global Investment Management CO | 96,129 | $27.1M | 5.47% | −2,706−2.7% | Reduced |
| Athanor Capital, LP | 96,057 | $27.1M | 4.27% | −216,485−69.3% | Reduced |
| Wealthspire Advisors, LLC | 95,793 | $27.0M | 0.56% | +33,380+53.5% | Added |
| Sky Investment Group LLC | 95,235 | $26.8M | 5.97% | −813−0.8% | Reduced |
| Visionary Wealth Advisors | 95,120 | $26.8M | 2.76% | −2,536−2.6% | Reduced |
| Transcend Wealth Collective, LLC | 86,368 | $26.8M | 2.40% | −437−0.5% | Reduced |
| Moneta Group Investment Advisors LLC | 94,974 | $26.8M | 1.23% | −5,698−5.7% | Reduced |
| Verity & Verity, LLC | 80,080 | $26.7M | 4.00% | −941−1.2% | Reduced |
| Harbour Investments, Inc. | 94,279 | $26.6M | 0.85% | −2,427−2.5% | Reduced |
| Independent Financial Group, LLC | 94,155 | $26.5M | 2.71% | +3,919+4.3% | Added |
| Greatmark Investment Partners, Inc. | 94,014 | $26.5M | 4.96% | −4,100−4.2% | Reduced |
| We Are One Seven, LLC | 79,873 | $26.5M | 3.36% | −612−0.8% | Reduced |
| Rossmore Private Capital | 93,887 | $26.5M | 4.53% | −435−0.5% | Reduced |
| Schnieders Capital Management LLC | 93,446 | $26.3M | 7.09% | +911+1.0% | Added |
| Bank Hapoalim BM | 93,088 | $26.2M | 2.74% | +2,641+2.9% | Added |
| Osborne Partners Capital Management, LLC | 93,048 | $26.2M | 2.11% | +2,321+2.6% | Added |
| Madison Asset Management, LLC | 93,030 | $26.2M | 0.36% | −9,262−9.1% | Reduced |
| Thames Capital Management LLC | 92,951 | $26.2M | 5.71% | −58−0.1% | Reduced |
| Savant Capital, LLC | 92,945 | $26.2M | 0.96% | +1,874+2.1% | Added |
| Fort Sheridan Advisors LLC | 92,923 | $26.2M | 8.57% | +2,811+3.1% | Added |
| Marco Investment Management LLC | 92,725 | $26.1M | 2.88% | −1,067−1.1% | Reduced |
| Columbus Point LLP | 92,567 | $26.1M | 12.43% | −13,835−13.0% | Reduced |
| Dock Street Asset Management Inc | 92,424 | $26.1M | 4.87% | −5,637−5.7% | Reduced |
| Bowling Portfolio Management LLC | 92,192 | $26.0M | 5.84% | −544−0.6% | Reduced |
| Cadinha & Co LLC | 92,163 | $26.0M | 3.71% | +3,566+4.0% | Added |
| Armistice Capital, LLC | 92,000 | $25.9M | 0.64% | −4,000−4.2% | Reduced |
| Edge Wealth Management LLC | 91,773 | $25.9M | 5.05% | +3,662+4.2% | Added |
| Columbus Hill Capital Management, L.P. | 91,588 | $25.8M | 3.38% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 91,578 | $25.8M | 3.11% | −346−0.4% | Reduced |
| Guardian Capital Advisors LP | 91,181 | $25.8M | 2.68% | −963−1.0% | Reduced |
| Somerville Kurt F | 91,545 | $25.8M | 3.92% | −2,872−3.0% | Reduced |
| St Germain D J Co Inc | 91,267 | $25.7M | 1.58% | −1,602−1.7% | Reduced |
| Stonebridge Capital Advisors LLC | 91,207 | $25.7M | 3.13% | −146−0.2% | Reduced |
| First Hawaiian Bank | 91,029 | $25.7M | 1.05% | +321+0.4% | Added |
| Covington Investment Advisors Inc. | 90,949 | $25.6M | 5.52% | +515+0.6% | Added |
| Silicon Valley Capital Partners | 90,778 | $25.6M | 4.88% | +6,040+7.1% | Added |
| Boenning & Scattergood, Inc. | 90,659 | $25.6M | 4.49% | −1,994−2.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 90,386 | $25.5M | 4.17% | −2,548−2.7% | Reduced |
| Leavell Investment Management, Inc. | 90,304 | $25.5M | 1.90% | −271−0.3% | Reduced |
| LSV Asset Management | 90,245 | $25.4M | 0.05% | −100−0.1% | Reduced |
| JLB & Associates Inc | 90,067 | $25.4M | 4.03% | −2,270−2.5% | Reduced |
| Central Securities Corp | 90,000 | $25.4M | 2.69% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 89,951 | $25.4M | 4.10% | −3,150−3.4% | Reduced |
| Wallington Asset Management, LLC | 89,898 | $25.3M | 4.22% | −613−0.7% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 89,816 | $25.3M | 5.37% | −8,115−8.3% | Reduced |
| Northern Oak Wealth Management Inc | 89,693 | $25.3M | 3.08% | −2,166−2.4% | Reduced |
| Pitcairn Co | 89,670 | $25.3M | 1.75% | −2,893−3.1% | Reduced |
| American Assets Investment Management, LLC | 89,650 | $25.3M | 3.13% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 89,431 | $25.2M | 1.95% | +4,061+4.8% | Added |
| Chemung Canal Trust Co | 89,319 | $25.2M | 4.84% | −924−1.0% | Reduced |
| Resources Investment Advisors, LLC. | 89,132 | $25.1M | 1.00% | −300.0% | Reduced |
| Cutler Investment Counsel LLC | 89,094 | $25.1M | 3.96% | +6,552+7.9% | Added |
| Charter Trust Co | 89,017 | $25.1M | 2.35% | −2,117−2.3% | Reduced |
| Titan Global Capital Management USA LLC | 89,015 | $25.1M | 3.91% | +8,582+10.7% | Added |
| Edge Capital Group, LLC | 88,957 | $25.1M | 1.99% | +1,546+1.8% | Added |
| Overbrook Management Corp | 88,881 | $25.1M | 5.44% | +131+0.1% | Added |
| Lathrop Investment Management Corp | 88,703 | $25.0M | 5.34% | −2,575−2.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 88,480 | $24.9M | 2.22% | +6,692+8.2% | Added |
| Allen Operations LLC | 88,383 | $24.9M | 3.86% | 00.0% | Unchanged |
| Citizens Business Bank | 88,240 | $24.9M | 3.31% | −1,148−1.3% | Reduced |
| Gifford Fong Associates | 88,168 | $24.9M | 4.83% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 88,074 | $24.8M | 3.40% | +33,348+60.9% | Added |
| Synergy Financial Management, LLC | 87,925 | $24.8M | 5.76% | −6,006−6.4% | Reduced |
| Stansberry Asset Management, LLC | 87,721 | $24.7M | 4.97% | +2,071+2.4% | Added |
| Orbis Allan Gray Ltd | 87,693 | $24.7M | 0.17% | −4,385−4.8% | Reduced |
| Blue Fin Capital, Inc. | 87,512 | $24.7M | 7.53% | −90.0% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 87,340 | $24.6M | 5.12% | −4,174−4.6% | Reduced |
| Empirical Finance, LLC | 87,290 | $24.6M | 3.71% | +6,068+7.5% | Added |
| Mark Asset Management LP | 87,257 | $24.6M | 3.69% | −1,195−1.4% | Reduced |
| Westchester Capital Management, Inc. | 87,209 | $24.6M | 6.85% | +240.0% | Added |
| Cavalry Management Group, LLC | 87,205 | $24.6M | 2.60% | −135,167−60.8% | Reduced |
| Progressive Investment Management Corp | 87,188 | $24.6M | 7.29% | +1,699+2.0% | Added |
| Ashburton (Jersey) Ltd | 87,171 | $24.6M | 10.85% | −772−0.9% | Reduced |
| Bath Savings Trust Co | 86,999 | $24.5M | 2.84% | −69−0.1% | Reduced |
| Mark Stevens | 86,982 | $24.5M | 2.74% | −3,387−3.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 86,846 | $24.5M | 1.66% | +380+0.4% | Added |