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 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 75,374 | $21.3M | 2.81% | +3,128+4.3% | Added |
| Hutchinson Capital Management | 74,718 | $21.1M | 5.09% | +330.0% | Added |
| Court Place Advisors, LLC | 74,694 | $21.1M | 6.23% | −130−0.2% | Reduced |
| RNC Capital Management LLC | 74,678 | $21.1M | 1.12% | −2,073−2.7% | Reduced |
| Nelson Capital Management, LLC | 74,665 | $21.1M | 4.19% | −780−1.0% | Reduced |
| Foster & Motley Inc | 74,601 | $21.0M | 1.75% | −4,146−5.3% | Reduced |
| Canal Insurance CO | 74,500 | $21.0M | 7.15% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 74,438 | $21.0M | 2.60% | −2,433−3.2% | Reduced |
| Greenwood Capital Associates LLC | 74,315 | $21.0M | 3.22% | −2,690−3.5% | Reduced |
| Nicola Wealth Management Ltd. | 74,255 | $20.9M | 2.15% | −3,000−3.9% | Reduced |
| Haverford Financial Services, Inc. | 73,983 | $20.9M | 5.07% | −1,014−1.4% | Reduced |
| Gratus Capital LLC | 73,817 | $20.8M | 2.23% | +2,829+4.0% | Added |
| Belpointe Asset Management LLC | 73,805 | $20.8M | 1.42% | −12,129−14.1% | Reduced |
| Wall Street Access Asset Management, LLC | 73,800 | $20.8M | 9.17% | +25,575+53.0% | Added |
| Spence Asset Management | 73,633 | $20.8M | 5.52% | −18,238−19.9% | Reduced |
| Weik Capital Management | 73,619 | $20.8M | 8.57% | −4,700−6.0% | Reduced |
| Enterprise Trust & Investment Co | 73,550 | $20.7M | 8.39% | −1,626−2.2% | Reduced |
| GHP Investment Advisors, Inc. | 73,498 | $20.7M | 1.64% | −1,871−2.5% | Reduced |
| Fundamentun, LLC | 73,418 | $20.7M | 3.60% | +18,087+32.7% | Added |
| Rothschild Investment Corp | 73,416 | $20.7M | 1.74% | −6,642−8.3% | Reduced |
| Farmers Trust Co | 71,523 | $20.7M | 4.60% | −588−0.8% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 73,276 | $20.7M | 4.73% | −540−0.7% | Reduced |
| Renaissance Investment Group LLC | 72,941 | $20.6M | 5.24% | −3,061−4.0% | Reduced |
| Alpha Omega Wealth Management LLC | 72,330 | $20.4M | 3.33% | −2,057−2.8% | Reduced |
| Perkins Coie Trust Co | 72,219 | $20.4M | 6.37% | −100.0% | Reduced |
| Dash Acquisitions Inc. | 72,213 | $20.4M | 10.61% | +4,603+6.8% | Added |
| Emerson Point Capital LP | 72,202 | $20.4M | 3.06% | −13,415−15.7% | Reduced |
| Trust Asset Management LLC | 72,195 | $20.4M | 2.80% | +3,682+5.4% | Added |
| Gladstone Institutional Advisory LLC | 72,101 | $20.3M | 1.99% | +23,979+49.8% | Added |
| Naples Global Advisors, LLC | 72,046 | $20.3M | 2.67% | −327−0.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 72,000 | $20.3M | 6.67% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 71,889 | $20.3M | 9.24% | −2,812−3.8% | Reduced |
| Peak Asset Management, LLC | 71,702 | $20.2M | 4.98% | −1,292−1.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 71,628 | $20.2M | 1.16% | −2,241−3.0% | Reduced |
| Jane Street Group, LLC | 71,489 | $20.2M | 0.05% | −381,037−84.2% | Reduced |
| Vision Capital Management, Inc. | 71,323 | $20.1M | 3.28% | +827+1.2% | Added |
| Hall Laurie J Trustee | 71,205 | $20.1M | 7.75% | −2,180−3.0% | Reduced |
| AMG National Trust Bank | 71,004 | $20.0M | 0.65% | +801+1.1% | Added |
| CMH Wealth Management LLC | 70,913 | $20.0M | 6.56% | +2,584+3.8% | Added |
| Chescapmanager LLC | 70,892 | $20.0M | 3.09% | 00.0% | Unchanged |
| Blackhill Capital Inc | 70,850 | $20.0M | 1.73% | 00.0% | Unchanged |
| SFMG, LLC | 70,725 | $19.9M | 2.21% | +1,720+2.5% | Added |
| Cheviot Value Management, LLC | 70,614 | $19.9M | 5.11% | −4,196−5.6% | Reduced |
| Level Four Advisory Services, LLC | 70,420 | $19.9M | 2.06% | −30,213−30.0% | Reduced |
| IMC-Chicago, LLC | 70,261 | $19.8M | 1.62% | +70,261 | New |
| Pettyjohn, Wood & White, Inc | 70,239 | $19.8M | 4.40% | −664−0.9% | Reduced |
| BloombergSen Inc. | 70,286 | $19.8M | 1.27% | +942+1.4% | Added |
| Cohen Capital Management, Inc. | 70,192 | $19.8M | 3.44% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 70,170 | $19.8M | 1.61% | −14,269−16.9% | Reduced |
| Camden National Bank | 70,026 | $19.7M | 3.80% | −2,337−3.2% | Reduced |
| Toth Financial Advisory Corp | 69,944 | $19.7M | 3.00% | −2,273−3.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 69,888 | $19.7M | 3.58% | +69,888 | New |
| Exchange Capital Management, Inc. | 69,827 | $19.7M | 3.81% | −1,226−1.7% | Reduced |
| V Wealth Advisors LLC | 69,618 | $19.6M | 3.07% | −1,355−1.9% | Reduced |
| South Street Advisors LLC | 69,461 | $19.6M | 3.74% | −2,153−3.0% | Reduced |
| Kovack Advisors, Inc. | 69,342 | $19.5M | 2.13% | +3,967+6.1% | Added |
| Hilltop Holdings Inc. | 69,219 | $19.5M | 2.14% | +240+0.3% | Added |
| Leuthold Group, LLC | 69,201 | $19.5M | 2.39% | +374+0.5% | Added |
| Laurel Wealth Advisors, Inc. | 68,852 | $19.4M | 3.57% | −4,190−5.7% | Reduced |
| Buckingham Capital Management, Inc. | 68,610 | $19.3M | 3.17% | −1,006−1.4% | Reduced |
| Soundmark Wealth Management, LLC | 68,527 | $19.3M | 6.97% | +2,839+4.3% | Added |
| Nicollet Investment Management, Inc. | 68,350 | $19.3M | 8.11% | −489−0.7% | Reduced |
| Harbour Investment Management LLC | 68,223 | $19.2M | 9.75% | −325−0.5% | Reduced |
| Adalta Capital Management LLC | 68,185 | $19.2M | 10.64% | −1,295−1.9% | Reduced |
| EULAV Asset Management | 68,087 | $19.2M | 0.51% | −1,033−1.5% | Reduced |
| Brasada Capital Management, LP | 67,914 | $19.1M | 3.75% | +1,110+1.7% | Added |
| Tudor Investment Corp Et Al | 67,638 | $19.1M | 0.39% | +15,799+30.5% | Added |
| NEXT Financial Group, Inc | 67,568 | $19.0M | 1.49% | +601+0.9% | Added |
| Sphera Funds Management Ltd. | 67,536 | $19.0M | 1.89% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 67,486 | $19.0M | 2.04% | +14,360+27.0% | Added |
| Kore Private Wealth LLC | 67,265 | $19.0M | 1.99% | +4,539+7.2% | Added |
| Eudaimonia Partners, LLC | 66,990 | $18.9M | 3.41% | +263+0.4% | Added |
| Broadleaf Partners, LLC | 66,922 | $18.9M | 6.24% | +2,535+3.9% | Added |
| Global Retirement Partners, LLC | 66,845 | $18.8M | 1.86% | +1,796+2.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 66,585 | $18.8M | 4.93% | +3,455+5.5% | Added |
| Junson Asset Management (Hong Kong) Ltd | 66,500 | $18.7M | 6.46% | +54,500+454.2% | Added |
| Kerrisdale Advisers, LLC | 66,383 | $18.7M | 2.03% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 66,265 | $18.7M | 4.18% | −979−1.5% | Reduced |
| Focus Financial Network, Inc. | 66,092 | $18.6M | 2.49% | −729−1.1% | Reduced |
| Hoffman, Alan N Investment Management | 66,012 | $18.6M | 10.91% | −558−0.8% | Reduced |
| Balasa Dinverno & Foltz LLC | 65,839 | $18.6M | 1.29% | +3,367+5.4% | Added |
| American National Bank | 65,732 | $18.5M | 4.11% | −2,446−3.6% | Reduced |
| Walleye Trading LLC | 65,474 | $18.5M | 0.44% | +36,904+129.2% | Added |
| Robertson Stephens Wealth Management, LLC | 65,442 | $18.4M | 2.15% | −2,480−3.7% | Reduced |
| Chicago Trust Co NA | 65,391 | $18.4M | 4.05% | +515+0.8% | Added |
| Alexandria Capital, LLC | 65,236 | $18.4M | 1.70% | −30.0% | Reduced |
| Woodmont Investment Counsel LLC | 65,220 | $18.4M | 2.68% | +3,545+5.7% | Added |
| Morse Asset Management, Inc | 65,136 | $18.4M | 4.37% | +1,503+2.4% | Added |
| Canvas Wealth Advisors, LLC | 65,014 | $18.3M | 7.49% | +1,876+3.0% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 64,903 | $18.3M | 0.42% | +7,927+13.9% | Added |
| Cubic Asset Management, LLC | 64,757 | $18.3M | 4.52% | −330−0.5% | Reduced |
| River Wealth Advisors LLC | 64,665 | $18.2M | 3.12% | +1,203+1.9% | Added |
| Johnson Financial Group, Inc. | 64,645 | $18.2M | 1.24% | −4,926−7.1% | Reduced |
| Mercer Capital Advisers, Inc. | 64,550 | $18.2M | 9.74% | −2,789−4.1% | Reduced |
| DSAM Partners (London) Ltd | 64,500 | $18.2M | 10.30% | −76,621−54.3% | Reduced |
| Lowell Blake & Associates Inc. | 64,493 | $18.2M | 8.44% | −851−1.3% | Reduced |
| Northstar Asset Management Inc | 64,409 | $18.2M | 4.80% | +1,157+1.8% | Added |
| Schwerin Boyle Capital Management Inc | 64,395 | $18.2M | 1.53% | 00.0% | Unchanged |
| Pineno Levin & Ford Asset Management, Inc. | 64,354 | $18.1M | 5.87% | −73−0.1% | Reduced |
| Sirios Capital Management L P | 64,258 | $18.1M | 1.89% | −4,402−6.4% | Reduced |