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 |
|---|---|---|---|---|---|
| Ferris Capital, LLC | 73,634 | $24.5M | 5.25% | +72,657+7,436.7% | Added |
| Noesis Capital Mangement Corp | 86,713 | $24.4M | 4.77% | +60,477+230.5% | Added |
| Integrated Advisors Network LLC | 86,667 | $24.4M | 1.62% | +6,266+7.8% | Added |
| Anchor Investment Management, LLC | 86,567 | $24.4M | 3.40% | −812−0.9% | Reduced |
| Peachtree Investment Partners, LLC | 86,517 | $24.4M | 11.93% | −677−0.8% | Reduced |
| Waldron Private Wealth LLC | 86,419 | $24.4M | 1.42% | +13,124+17.9% | Added |
| Icon Wealth Partners, LLC | 86,376 | $24.4M | 2.60% | −10,916−11.2% | Reduced |
| Hillman Co | 86,344 | $24.3M | 8.47% | 00.0% | Unchanged |
| Granite Investment Advisors, LLC | 86,142 | $24.3M | 3.93% | −3,607−4.0% | Reduced |
| CCM Investment Advisers LLC | 86,105 | $24.3M | 3.15% | −3,217−3.6% | Reduced |
| Pioneer Trust Bank N A | 86,090 | $24.3M | 6.94% | −2,529−2.9% | Reduced |
| IFP Advisors, Inc | 86,024 | $24.3M | 0.49% | +5,823+7.3% | Added |
| Ivy Lane Capital Management, LLC | 86,000 | $24.2M | 16.93% | 00.0% | Unchanged |
| Private Advisory Group LLC | 85,945 | $24.2M | 5.91% | −6,602−7.1% | Reduced |
| Symmetry Partners, LLC | 83,901 | $24.2M | 1.59% | −2,403−2.8% | Reduced |
| Fulcrum Capital LLC | 85,768 | $24.2M | 5.78% | +777+0.9% | Added |
| BancorpSouth Bank | 85,637 | $24.1M | 3.37% | +2,359+2.8% | Added |
| Moreno Evelyn V | 85,606 | $24.1M | 5.68% | −2,277−2.6% | Reduced |
| First Nebraska Trust Co | 85,377 | $24.1M | 3.15% | −220−0.3% | Reduced |
| Strategic Advisors LLC | 85,354 | $24.1M | 5.18% | +8,332+10.8% | Added |
| Coronation Fund Managers Ltd. | 85,235 | $24.0M | 0.91% | −7,803−8.4% | Reduced |
| HBK Sorce Advisory LLC | 85,198 | $24.0M | 1.32% | +1,245+1.5% | Added |
| Orion Portfolio Solutions, LLC | 84,943 | $23.9M | 0.88% | −6,202−6.8% | Reduced |
| Tikehau Investment Management | 84,800 | $23.9M | 4.89% | −12,106−12.5% | Reduced |
| Greenwood Gearhart Inc | 84,663 | $23.9M | 3.70% | +3,024+3.7% | Added |
| Cobblestone Capital Advisors LLC | 84,652 | $23.9M | 1.63% | −1,004−1.2% | Reduced |
| J.W. Cole Advisors, Inc. | 84,628 | $23.9M | 1.71% | +9,002+11.9% | Added |
| Caldwell Trust Co | 84,605 | $23.9M | 3.01% | +2,891+3.5% | Added |
| Wellington Shields & Co., LLC | 84,543 | $23.8M | 8.32% | −744−0.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 84,257 | $23.8M | 1.19% | −212−0.3% | Reduced |
| Buffington Mohr McNeal | 83,990 | $23.7M | 4.54% | −2,585−3.0% | Reduced |
| M. Kraus & Co | 83,747 | $23.6M | 8.41% | −222−0.3% | Reduced |
| AMS Capital Ltda | 83,680 | $23.6M | 5.34% | +3,370+4.2% | Added |
| Covenant Asset Management, LLC | 83,501 | $23.5M | 7.02% | −573−0.7% | Reduced |
| King Wealth | 83,320 | $23.5M | 4.81% | −484−0.6% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 83,106 | $23.4M | 5.84% | −687−0.8% | Reduced |
| Trinity Street Asset Management LLP | 83,098 | $23.4M | 2.87% | −206−0.2% | Reduced |
| Rings Capital Management LLC | 83,000 | $23.4M | 10.56% | 00.0% | Unchanged |
| Courier Capital LLC | 82,864 | $23.4M | 2.22% | −1,208−1.4% | Reduced |
| Kempen Capital Management N.V. | 82,649 | $23.3M | 0.84% | +2,730+3.4% | Added |
| Intrust Bank NA | 82,439 | $23.2M | 3.08% | +4,108+5.2% | Added |
| Webster Bank, N. A. | 82,076 | $23.1M | 2.58% | −2,344−2.8% | Reduced |
| Motley Fool Wealth Management, LLC | 81,953 | $23.1M | 1.00% | +356+0.4% | Added |
| Wright Investors Service Inc | 81,949 | $23.1M | 6.57% | +766+0.9% | Added |
| Crescent Park Management, L.P. | 81,437 | $23.0M | 3.37% | +6,748+9.0% | Added |
| Thompson Investment Management, Inc. | 81,290 | $22.9M | 3.42% | −1,875−2.3% | Reduced |
| Motco | 81,205 | $22.9M | 1.49% | −1,031−1.3% | Reduced |
| Mid Atlantic Financial Management Inc | 81,106 | $22.9M | 1.53% | +354+0.4% | Added |
| True North Advisors, LLC | 81,054 | $22.9M | 4.50% | +1,884+2.4% | Added |
| Altium Wealth Management LLC | 80,963 | $22.8M | 1.63% | +1,344+1.7% | Added |
| Cypress Capital Group | 80,583 | $22.7M | 3.09% | −351−0.4% | Reduced |
| Hills Bank & Trust Co | 80,573 | $22.7M | 3.43% | +1,312+1.7% | Added |
| Essex Financial Services, Inc. | 80,540 | $22.7M | 2.60% | +19,802+32.6% | Added |
| Campbell Capital Management Inc | 80,214 | $22.6M | 9.91% | −701−0.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 80,182 | $22.6M | 0.33% | −162−0.2% | Reduced |
| BBR Partners, LLC | 80,158 | $22.6M | 1.87% | −540−0.7% | Reduced |
| Arrow Financial Corp | 80,124 | $22.6M | 2.91% | −2,416−2.9% | Reduced |
| Princeton Capital Management LLC | 80,096 | $22.6M | 7.20% | −484−0.6% | Reduced |
| Cincinnati Casualty Co | 80,000 | $22.6M | 13.39% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 79,865 | $22.5M | 2.13% | −5,215−6.1% | Reduced |
| Amussen Hunsaker Associates LLC | 79,779 | $22.5M | 6.20% | +3,963+5.2% | Added |
| RiverFront Investment Group, LLC | 79,792 | $22.5M | 0.75% | −43,139−35.1% | Reduced |
| Northwest Investment Counselors, LLC | 79,322 | $22.4M | 6.25% | +123+0.2% | Added |
| Great Valley Advisor Group, Inc. | 78,999 | $22.3M | 1.53% | +3,327+4.4% | Added |
| Cubist Systematic Strategies, LLC | 78,766 | $22.2M | 0.28% | +38,787+97.0% | Added |
| Coastline Trust Co | 78,733 | $22.2M | 2.76% | −1,126−1.4% | Reduced |
| Auxano Advisors, LLC | 78,469 | $22.1M | 9.94% | +5,759+7.9% | Added |
| Perigon Wealth Management, LLC | 78,344 | $22.1M | 1.92% | +230+0.3% | Added |
| Financial Partners Capital Management LLC | 78,301 | $22.1M | 4.03% | −1,540−1.9% | Reduced |
| K.J. Harrison & Partners Inc | 77,805 | $22.1M | 3.21% | +1,020+1.3% | Added |
| Global Endowment Management, LP | 78,144 | $22.0M | 1.45% | +7,528+10.7% | Added |
| Boothbay Fund Management, LLC | 78,001 | $22.0M | 0.88% | +9,669+14.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 77,589 | $22.0M | 3.72% | +30,000+63.0% | Added |
| Ipswich Investment Management Co., Inc. | 77,910 | $22.0M | 5.62% | −1,730−2.2% | Reduced |
| Mitchell Capital Management Co | 77,907 | $22.0M | 4.92% | −677−0.9% | Reduced |
| Ballentine Partners, LLC | 77,875 | $22.0M | 0.74% | +437+0.6% | Added |
| Arthur M. Cohen & Associates, LLC | 77,755 | $21.9M | 4.45% | +530+0.7% | Added |
| McRae Capital Management Inc | 77,606 | $21.9M | 4.82% | −1,809−2.3% | Reduced |
| Chicago Partners Investment Group LLC | 65,679 | $21.8M | 1.53% | +2,357+3.7% | Added |
| Security National Trust Co | 80,410 | $21.8M | 5.05% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 77,114 | $21.7M | 1.64% | +5,040+7.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 77,032 | $21.7M | 5.37% | +470+0.6% | Added |
| ProVise Management Group, LLC | 76,996 | $21.7M | 2.15% | −49,900−39.3% | Reduced |
| Claret Asset Management Corp | 76,837 | $21.7M | 3.71% | −480−0.6% | Reduced |
| Capital Markets Trading UK LLP | 76,241 | $21.7M | 16.89% | +76,241 | New |
| Stonebridge Capital Management Inc | 76,774 | $21.6M | 7.94% | −850−1.1% | Reduced |
| Huber Capital Management LLC | 76,701 | $21.6M | 5.59% | 00.0% | Unchanged |
| XML Financial, LLC | 76,624 | $21.6M | 2.89% | +63,002+462.5% | Added |
| Lyell Wealth Management, LP | 76,467 | $21.6M | 2.62% | −244−0.3% | Reduced |
| Paragon Capital Management Ltd | 76,341 | $21.5M | 3.70% | −41−0.1% | Reduced |
| L & S Advisors Inc | 76,322 | $21.5M | 2.32% | −13,072−14.6% | Reduced |
| Change Path, LLC | 76,287 | $21.5M | 1.27% | +2,177+2.9% | Added |
| Ibex Wealth Advisors | 76,024 | $21.4M | 4.13% | +543+0.7% | Added |
| AdvisorNet Financial, Inc | 75,995 | $21.4M | 1.49% | −20,290−21.1% | Reduced |
| Fairfield, Bush & Co. | 75,923 | $21.4M | 6.95% | −5,278−6.5% | Reduced |
| Spearhead Capital Advisors, LLC | 75,845 | $21.4M | 2.85% | +10,828+16.7% | Added |
| Community Bank, N.A. | 75,790 | $21.4M | 2.60% | −949−1.2% | Reduced |
| Van Strum & Towne Inc. | 75,730 | $21.4M | 8.41% | −467−0.6% | Reduced |
| Front Barnett Associates LLC | 75,620 | $21.3M | 2.19% | −177−0.2% | Reduced |
| Buckley Wealth Management, LLC | 75,440 | $21.3M | 6.88% | +557+0.7% | Added |