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 |
|---|---|---|---|---|---|
| JCIC Asset Management Inc. | 56,345 | $15.9M | 5.22% | +45+0.1% | Added |
| Paragon Capital Management LLC | 56,333 | $15.9M | 8.35% | −2,672−4.5% | Reduced |
| Montecito Bank & Trust | 56,312 | $15.9M | 3.08% | +7,794+16.1% | Added |
| Stokes Family Office, LLC | 56,284 | $15.9M | 2.20% | +1,537+2.8% | Added |
| Diligent Investors, LLC | 58,511 | $15.9M | 5.39% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 56,218 | $15.8M | 1.20% | +4,940+9.6% | Added |
| Strategy Asset Managers LLC | 56,196 | $15.8M | 3.52% | +873+1.6% | Added |
| Altavista Wealth Management, Inc. | 56,123 | $15.8M | 3.52% | −3,892−6.5% | Reduced |
| Arden Trust Co | 55,948 | $15.8M | 2.70% | −4,172−6.9% | Reduced |
| Makena Capital Management LLC | 55,934 | $15.8M | 2.66% | +14,180+34.0% | Added |
| Beck Bode, LLC | 55,821 | $15.7M | 4.39% | −131−0.2% | Reduced |
| Soditic Asset Management LLP | 55,790 | $15.7M | 7.44% | 00.0% | Unchanged |
| First Interstate Bank | 55,757 | $15.7M | 1.61% | +561+1.0% | Added |
| Asset Planning Services Inc | 55,607 | $15.7M | 9.26% | −1,200−2.1% | Reduced |
| WESPAC Advisors SoCal, LLC | 54,170 | $15.6M | 5.11% | +612+1.1% | Added |
| Boyar Asset Management Inc. | 55,450 | $15.6M | 10.30% | −557−1.0% | Reduced |
| Caxton Associates LP | 55,315 | $15.6M | 2.20% | −106,172−65.7% | Reduced |
| Lincoln Capital Corp | 55,284 | $15.6M | 8.37% | +58+0.1% | Added |
| WoodTrust Financial Corp | 55,250 | $15.6M | 3.66% | +2,292+4.3% | Added |
| Cypress Asset Management Inc | 55,243 | $15.6M | 4.04% | −125−0.2% | Reduced |
| West Coast Financial LLC | 55,090 | $15.5M | 2.50% | +711+1.3% | Added |
| Hedeker Wealth, LLC | 55,025 | $15.5M | 4.79% | −513−0.9% | Reduced |
| RBF Capital, LLC | 55,000 | $15.5M | 0.88% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 54,986 | $15.5M | 0.90% | +12,332+28.9% | Added |
| Community Financial Services Group, LLC | 54,956 | $15.5M | 4.22% | −1,570−2.8% | Reduced |
| Comerica Securities,inc. | 54,940 | $15.5M | 1.10% | +2,507+4.8% | Added |
| Zevin Asset Management LLC | 54,924 | $15.5M | 2.95% | +9,084+19.8% | Added |
| Pensionfund Sabic | 54,890 | $15.5M | 3.27% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 54,864 | $15.5M | 4.36% | +1,035+1.9% | Added |
| YorkBridge Wealth Partners, LLC | 54,844 | $15.5M | 3.89% | −9,431−14.7% | Reduced |
| BFSG, LLC | 54,752 | $15.4M | 2.36% | −1,577−2.8% | Reduced |
| Koshinski Asset Management, Inc. | 54,424 | $15.3M | 1.33% | +10,682+24.4% | Added |
| Harber Asset Management LLC | 54,349 | $15.3M | 3.68% | −4,620−7.8% | Reduced |
| DCM Advisors, LLC | 54,323 | $15.3M | 5.90% | +27,107+99.6% | Added |
| Alpha Family Trust | 54,196 | $15.3M | 4.95% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 54,137 | $15.3M | 3.88% | −474−0.9% | Reduced |
| David J Yvars Group | 52,724 | $15.2M | 8.90% | +352+0.7% | Added |
| GPS Wealth Strategies Group, LLC | 53,985 | $15.2M | 3.77% | +1,605+3.1% | Added |
| Prime Capital Investment Advisors, LLC | 53,958 | $15.2M | 0.95% | −18,625−25.7% | Reduced |
| Shikiar Asset Management Inc | 53,917 | $15.2M | 4.28% | +960+1.8% | Added |
| Zuckerman Investment Group, LLC | 53,909 | $15.2M | 2.52% | −3,964−6.8% | Reduced |
| Meridian Wealth Advisors, LLC | 53,759 | $15.2M | 4.22% | −174−0.3% | Reduced |
| Condor Capital Management | 53,636 | $15.1M | 1.61% | +226+0.4% | Added |
| Sigma Investment Counselors Inc | 53,569 | $15.1M | 1.12% | −632−1.2% | Reduced |
| Executive Wealth Management, LLC | 53,533 | $15.1M | 1.67% | −801−1.5% | Reduced |
| Gemsstock Limited | 53,500 | $15.1M | 6.84% | −36,800−40.8% | Reduced |
| RPG Investment Advisory, LLC | 53,358 | $15.0M | 2.48% | −1,062−2.0% | Reduced |
| Security National Bank | 53,301 | $15.0M | 3.77% | +1,065+2.0% | Added |
| Grand Jean Capital Management Inc | 53,252 | $15.0M | 3.79% | +457+0.9% | Added |
| Edgestream Partners, L.P. | 53,223 | $15.0M | 0.93% | −106,429−66.7% | Reduced |
| Hotaling Investment Management, LLC | 53,211 | $15.0M | 6.23% | +116+0.2% | Added |
| swisspartners Ltd. | 53,194 | $15.0M | 11.63% | −221−0.4% | Reduced |
| Meristem Family Wealth, LLC | 53,122 | $15.0M | 1.44% | +20,965+65.2% | Added |
| Benin Management CORP | 53,112 | $15.0M | 4.77% | −276−0.5% | Reduced |
| Centaurus Financial, Inc. | 53,082 | $15.0M | 1.25% | +2,921+5.8% | Added |
| Institute for Wealth Management, LLC. | 53,060 | $15.0M | 2.64% | −1,818−3.3% | Reduced |
| Glen Eagle Advisors, LLC | 52,972 | $14.9M | 4.32% | +835+1.6% | Added |
| Decatur Capital Management, Inc. | 52,928 | $14.9M | 9.84% | −62,339−54.1% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 52,775 | $14.9M | 11.16% | −300−0.6% | Reduced |
| Minot Wealth Management LLC | 52,746 | $14.9M | 3.21% | +1,533+3.0% | Added |
| Annex Advisory Services, LLC | 52,685 | $14.9M | 1.21% | −315−0.6% | Reduced |
| Baker Chad R | 52,625 | $14.8M | 3.33% | 00.0% | Unchanged |
| Tamar Securities, LLC | 52,550 | $14.8M | 5.35% | −875−1.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 52,394 | $14.8M | 1.51% | +13,861+36.0% | Added |
| Northwest Bancshares, Inc. | 52,379 | $14.8M | 3.36% | −714−1.3% | Reduced |
| LMR Partners LLP | 52,354 | $14.8M | 0.20% | +52,354 | New |
| Triasima Portfolio Management inc. | 52,270 | $14.7M | 0.79% | −189−0.4% | Reduced |
| Scott & Selber, Inc. | 52,259 | $14.7M | 5.97% | −1,558−2.9% | Reduced |
| Greenwich Wealth Management LLC | 52,194 | $14.7M | 1.22% | +571+1.1% | Added |
| NTV Asset Management LLC | 52,122 | $14.7M | 2.55% | −30−0.1% | Reduced |
| Codex Capital, L.L.C. | 52,100 | $14.7M | 7.89% | −550−1.0% | Reduced |
| Segment Wealth Management, LLC | 52,094 | $14.7M | 1.74% | −329−0.6% | Reduced |
| Centre Asset Management, LLC | 48,876 | $14.7M | 7.60% | +230+0.5% | Added |
| Union Heritage Capital, LLC | 52,000 | $14.7M | 6.87% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 51,990 | $14.7M | 3.95% | −1,971−3.7% | Reduced |
| First National Bank & Trust Co of Newtown | 51,994 | $14.7M | 3.05% | −1,556−2.9% | Reduced |
| BKD Wealth Advisors, LLC | 51,951 | $14.6M | 0.67% | +112+0.2% | Added |
| Trustcore Financial Services, LLC | 51,853 | $14.6M | 1.44% | +1,007+2.0% | Added |
| DT Investment Partners, LLC | 51,808 | $14.6M | 1.96% | +10,380+25.1% | Added |
| Old Point Trust & Financial Services N A | 51,792 | $14.6M | 6.51% | −1,950−3.6% | Reduced |
| CRA Financial Services, LLC | 51,794 | $14.6M | 4.94% | +985+1.9% | Added |
| Wells Trecaso Financial Group, LLC | 51,730 | $14.6M | 6.96% | −1,311−2.5% | Reduced |
| Fragasso Group Inc. | 51,719 | $14.6M | 1.93% | +3,114+6.4% | Added |
| Qtron Investments LLC | 51,691 | $14.6M | 3.92% | +2,048+4.1% | Added |
| Mattern Wealth Management LLC | 51,659 | $14.6M | 4.90% | −217−0.4% | Reduced |
| Wills Financial Group, Inc. | 51,543 | $14.5M | 6.52% | −5,080−9.0% | Reduced |
| Harbor Island Capital LLC | 51,482 | $14.5M | 7.64% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 51,458 | $14.5M | 0.65% | +10.0% | Added |
| EFG Asset Management (Americas) Corp. | 51,237 | $14.5M | 2.58% | +3,004+6.2% | Added |
| Barings LLC | 51,310 | $14.5M | 0.33% | −1,573−3.0% | Reduced |
| Elk River Wealth Management, LLC | 51,222 | $14.4M | 3.65% | +1,463+2.9% | Added |
| AlphaStar Capital Management, LLC | 46,469 | $14.4M | 0.98% | +36,648+373.2% | Added |
| Unio Capital LLC | 51,086 | $14.4M | 6.41% | −774−1.5% | Reduced |
| Somerset Trust Co | 51,028 | $14.4M | 5.88% | −2,583−4.8% | Reduced |
| Winch Advisory Services, LLC | 51,016 | $14.4M | 5.01% | +191+0.4% | Added |
| Bluegrass Capital Partners LP | 51,000 | $14.4M | 9.18% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 42,930 | $14.4M | 0.96% | +954+2.3% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 50,926 | $14.4M | 2.04% | +451+0.9% | Added |
| Andra AP-fonden | 50,900 | $14.3M | 0.30% | −600−1.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 50,890 | $14.3M | 3.81% | +446+0.9% | Added |