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 |
|---|---|---|---|---|---|
| BW Gestao de Investimentos Ltda. | 64,102 | $18.1M | 5.64% | +8,574+15.4% | Added |
| Sandler Capital Management | 63,723 | $18.0M | 2.08% | −27,650−30.3% | Reduced |
| Headinvest, LLC | 63,506 | $17.9M | 3.39% | −708−1.1% | Reduced |
| NatWest Group plc | 63,491 | $17.9M | 9.62% | −2,859−4.3% | Reduced |
| TruWealth Advisors, LLC | 63,389 | $17.9M | 1.99% | +437+0.7% | Added |
| R.m.sincerbeaux Capital Management LLC | 63,350 | $17.9M | 11.70% | −700−1.1% | Reduced |
| Princeton Global Asset Management LLC | 63,338 | $17.9M | 5.44% | +451+0.7% | Added |
| Rice Partnership, LLC | 63,330 | $17.9M | 5.64% | −1,480−2.3% | Reduced |
| Hendley & Co Inc | 63,166 | $17.8M | 6.22% | +2,869+4.8% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 62,998 | $17.8M | 0.04% | −30,803−32.8% | Reduced |
| Pavion Blue Capital, LLC | 62,964 | $17.8M | 11.03% | −417−0.7% | Reduced |
| Harvey Capital Management Inc | 62,955 | $17.7M | 6.08% | −670−1.1% | Reduced |
| Trybe Capital Management LP | 62,952 | $17.7M | 10.11% | 00.0% | Unchanged |
| City Holding Co | 62,866 | $17.7M | 3.03% | −935−1.5% | Reduced |
| Sand Hill Global Advisors, LLC | 62,848 | $17.7M | 1.08% | −4,205−6.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 62,680 | $17.7M | 4.06% | −11,840−15.9% | Reduced |
| Augustine Asset Management Inc | 62,488 | $17.6M | 9.39% | −1,028−1.6% | Reduced |
| Foster Dykema Cabot & Co Inc | 62,433 | $17.6M | 2.19% | −358−0.6% | Reduced |
| Seeyond | 62,415 | $17.6M | 1.70% | −747−1.2% | Reduced |
| Sentry Investment Management LLC | 62,335 | $17.6M | 5.11% | −18,769−23.1% | Reduced |
| Regal Investment Advisors LLC | 62,310 | $17.6M | 1.70% | −838−1.3% | Reduced |
| Symmetry Investments LP | 62,300 | $17.6M | 4.12% | −30,889−33.1% | Reduced |
| TCI Wealth Advisors, Inc. | 62,213 | $17.5M | 2.76% | −10,118−14.0% | Reduced |
| McDonald Partners LLC | 62,084 | $17.5M | 4.11% | +111+0.2% | Added |
| Essex Investment Management Co LLC | 62,083 | $17.5M | 2.15% | +136+0.2% | Added |
| Falcon Edge Capital, LP | 62,048 | $17.5M | 1.34% | −134,628−68.5% | Reduced |
| TrinityPoint Wealth, LLC | 62,022 | $17.5M | 3.34% | +902+1.5% | Added |
| Arjuna Capital | 61,918 | $17.5M | 7.09% | +3,761+6.5% | Added |
| Valley National Advisers Inc | 61,736 | $17.4M | 3.15% | +1,452+2.4% | Added |
| New England Asset Management Inc | 61,531 | $17.3M | 0.30% | +1,050+1.7% | Added |
| Baker Ellis Asset Management LLC | 59,178 | $17.3M | 3.34% | +909+1.6% | Added |
| Venturi Wealth Management, LLC | 61,366 | $17.3M | 1.45% | +1,297+2.2% | Added |
| Brown Advisory Securities, LLC | 61,270 | $17.3M | 5.11% | −73,485−54.5% | Reduced |
| RKL Wealth Management LLC | 60,998 | $17.2M | 2.18% | −548−0.9% | Reduced |
| Punch & Associates Investment Management, Inc. | 61,000 | $17.2M | 0.98% | +342+0.6% | Added |
| Monarch Capital Management Inc | 60,953 | $17.2M | 4.78% | +1,357+2.3% | Added |
| Marietta Investment Partners LLC | 60,905 | $17.2M | 3.94% | −3,000−4.7% | Reduced |
| Spectrum Management Group, LLC | 60,776 | $17.1M | 2.70% | +9,251+18.0% | Added |
| Sturgeon Ventures LLP | 60,705 | $17.1M | 8.57% | −3,208−5.0% | Reduced |
| Parker Investment Management, LLC | 60,483 | $17.1M | 2.91% | −836−1.4% | Reduced |
| Hodges Capital Management Inc. | 60,427 | $17.0M | 1.25% | +10,090+20.0% | Added |
| Vista Equity Partners Management, LLC | 60,375 | $17.0M | 0.16% | +60,375 | New |
| Laurel Wealth Advisors LLC | 60,301 | $17.0M | 3.87% | −3,796−5.9% | Reduced |
| Ameritas Investment Company, LLC | 60,252 | $17.0M | 0.78% | +23,080+62.1% | Added |
| Thoroughbred Financial Services, LLC | 60,125 | $16.9M | 4.12% | +1,452+2.5% | Added |
| JGP Wealth Management, LLC | 60,118 | $16.9M | 3.66% | +805+1.4% | Added |
| Wealthcare Advisory Partners LLC | 60,013 | $16.9M | 1.11% | −597−1.0% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 60,000 | $16.9M | 6.81% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 59,945 | $16.9M | 1.35% | +5,250+9.6% | Added |
| Arcadia Investment Management Corp | 59,826 | $16.9M | 3.11% | −190.0% | Reduced |
| American National Registered Investment Advisor, Inc. | 59,630 | $16.8M | 6.08% | −182−0.3% | Reduced |
| Winfield Associates, Inc. | 59,525 | $16.8M | 6.20% | +90+0.2% | Added |
| Capital Planning LLC | 59,487 | $16.8M | 6.85% | +676+1.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 59,477 | $16.8M | 1.63% | −13,663−18.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 59,452 | $16.8M | 3.50% | +1,188+2.0% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 57,754 | $16.7M | 2.13% | −2,097−3.5% | Reduced |
| Moloney Securities Asset Management, LLC | 59,113 | $16.7M | 3.03% | −1,030−1.7% | Reduced |
| Bremer Bank National Association | 59,026 | $16.6M | 3.29% | −140−0.2% | Reduced |
| Sawtooth Solutions, LLC | 58,947 | $16.6M | 2.56% | +9,289+18.7% | Added |
| Nations Financial Group Inc, | 58,892 | $16.6M | 2.52% | +1,477+2.6% | Added |
| Azzad Asset Management Inc | 58,868 | $16.6M | 2.45% | +1,172+2.0% | Added |
| Berkshire Bank | 58,820 | $16.6M | 4.05% | −287−0.5% | Reduced |
| Allred Capital Management, LLC | 58,799 | $16.6M | 8.68% | −2,785−4.5% | Reduced |
| North Fourth Asset Management, LP | 58,800 | $16.6M | 6.14% | +58,800 | New |
| Pennant Investors, LP | 58,787 | $16.6M | 5.04% | +12,000+25.6% | Added |
| SevenBridge Financial Group, LLC | 58,736 | $16.6M | 5.52% | −1,296−2.2% | Reduced |
| Middleton & Co Inc | 58,696 | $16.5M | 1.77% | −1,025−1.7% | Reduced |
| Alley Co LLC | 58,598 | $16.5M | 2.96% | +579+1.0% | Added |
| Insight Holdings Group, LLC | 58,500 | $16.5M | 0.15% | +58,500 | New |
| Barometer Capital Management Inc. | 58,408 | $16.5M | 3.18% | +2,472+4.4% | Added |
| Rench Wealth Management, Inc. | 58,318 | $16.4M | 8.16% | −696−1.2% | Reduced |
| Holderness Investments Co | 58,303 | $16.4M | 5.43% | −130−0.2% | Reduced |
| Plimoth Trust Co LLC | 58,295 | $16.4M | 4.65% | −1,077−1.8% | Reduced |
| Hoertkorn Richard Charles | 58,200 | $16.4M | 7.37% | −85−0.1% | Reduced |
| Nixon Peabody Trust Co | 58,200 | $16.4M | 5.93% | +1,742+3.1% | Added |
| Investment Advisory Services Inc | 58,174 | $16.4M | 10.04% | +69+0.1% | Added |
| Perennial Advisors, LLC | 58,156 | $16.4M | 4.83% | +826+1.4% | Added |
| Allied Investment Advisors, LLC | 57,964 | $16.3M | 6.18% | −460−0.8% | Reduced |
| Independent Investors Inc | 57,754 | $16.3M | 4.05% | −2,500−4.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 62,178 | $16.3M | 1.01% | +6,372+11.4% | Added |
| Osher Van de Voorde Investment Management | 57,719 | $16.3M | 4.17% | +237+0.4% | Added |
| Crossvault Capital Management LLC | 57,638 | $16.2M | 5.11% | −5,672−9.0% | Reduced |
| Duncker Streett & Co Inc | 57,569 | $16.2M | 3.07% | −1,245−2.1% | Reduced |
| Stockman Wealth Management, Inc. | 57,504 | $16.2M | 3.61% | −131−0.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 57,504 | $16.2M | 8.92% | +20.0% | Added |
| Laidlaw Wealth Management LLC | 57,265 | $16.1M | 4.14% | +3,876+7.3% | Added |
| Thornburg Investment Management Inc | 57,159 | $16.1M | 0.20% | +31,613+123.7% | Added |
| Benedict Financial Advisors Inc | 57,119 | $16.1M | 4.50% | −2,553−4.3% | Reduced |
| Roberts Glore & Co Inc | 57,035 | $16.1M | 4.89% | −995−1.7% | Reduced |
| Cardinal Capital Management | 56,934 | $16.1M | 3.48% | −1,432−2.5% | Reduced |
| Proequities, Inc. | 56,913 | $16.0M | 0.98% | +1,960+3.6% | Added |
| Verdence Capital Advisors LLC | 56,711 | $16.0M | 2.10% | +4,092+7.8% | Added |
| McCollum Christoferson Group LLC | 56,630 | $16.0M | 3.80% | −1,213−2.1% | Reduced |
| Capital Investment Counsel, Inc | 56,557 | $15.9M | 3.50% | +50+0.1% | Added |
| Kdi Capital Partners LLC | 56,543 | $15.9M | 5.50% | −5,381−8.7% | Reduced |
| Quadrant Capital Group LLC | 56,449 | $15.9M | 2.22% | +3,543+6.7% | Added |
| Regent Investment Management LLC | 56,382 | $15.9M | 3.81% | −615−1.1% | Reduced |
| Bishop Rock Capital, L.P. | 56,379 | $15.9M | 5.14% | −3,500−5.8% | Reduced |
| International Assets Investment Management, LLC | 105,153 | $15.9M | 2.85% | +12,359+13.3% | Added |
| Boston Research & Management Inc | 56,368 | $15.9M | 4.73% | −326−0.6% | Reduced |