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 |
|---|---|---|---|---|---|
| Aravt Global LLC | 50,864 | $14.3M | 4.02% | −21,736−29.9% | Reduced |
| McGuire Investment Group, LLC | 50,816 | $14.3M | 2.69% | +213+0.4% | Added |
| Good Life Advisors, LLC | 50,689 | $14.3M | 1.95% | +16,786+49.5% | Added |
| Flagship Harbor Advisors, LLC | 52,723 | $14.3M | 1.53% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 50,586 | $14.3M | 1.52% | +1,543+3.1% | Added |
| Cadence Bank NA | 50,476 | $14.2M | 4.23% | −706−1.4% | Reduced |
| Knuff & Co LLC | 50,449 | $14.2M | 5.32% | −148−0.3% | Reduced |
| Capital City Trust Co | 50,258 | $14.2M | 4.39% | −2,180−4.2% | Reduced |
| TRUE Private Wealth Advisors | 50,242 | $14.2M | 2.06% | −2,963−5.6% | Reduced |
| Ritholtz Wealth Management | 50,202 | $14.2M | 0.98% | +4,161+9.0% | Added |
| Family Management Corp | 50,137 | $14.1M | 3.90% | −5,390−9.7% | Reduced |
| Taylor Wealth Management Partners | 50,032 | $14.1M | 5.03% | +1,992+4.1% | Added |
| Telemark Asset Management, LLC | 50,000 | $14.1M | 1.02% | 00.0% | Unchanged |
| Bornite Capital Management LP | 50,000 | $14.1M | 7.54% | +20,000+66.7% | Added |
| American Money Management, LLC | 49,994 | $14.1M | 3.98% | +712+1.4% | Added |
| Mirova | 49,920 | $14.1M | 1.81% | +849+1.7% | Added |
| Financial Insights, Inc. | 49,673 | $14.0M | 12.88% | −41−0.1% | Reduced |
| Proficio Capital Partners LLC | 49,670 | $14.0M | 1.84% | −552−1.1% | Reduced |
| Bruderman Asset Management, LLC | 49,658 | $14.0M | 3.52% | +1,665+3.5% | Added |
| Univest Financial Corp | 49,570 | $14.0M | 3.90% | −1,096−2.2% | Reduced |
| Argyle Capital Management Inc. | 49,565 | $14.0M | 4.63% | −265−0.5% | Reduced |
| Hohimer Wealth Management, LLC | 49,493 | $14.0M | 2.93% | −2,088−4.0% | Reduced |
| Boyd Watterson Asset Management LLC | 49,352 | $13.9M | 5.13% | +301+0.6% | Added |
| Atlas Capital Advisors LLC | 49,341 | $13.9M | 2.23% | −16,988−25.6% | Reduced |
| Broderick Brian C | 49,191 | $13.9M | 3.70% | −705−1.4% | Reduced |
| Valmark Advisers, Inc. | 48,983 | $13.8M | 0.25% | +1,611+3.4% | Added |
| Ashton Thomas Private Wealth, LLC | 48,902 | $13.8M | 1.99% | +5,754+13.3% | Added |
| Oakworth Capital, Inc. | 48,889 | $13.8M | 1.33% | +258+0.5% | Added |
| Stonnington Group, LLC | 46,587 | $13.7M | 3.07% | +3,051+7.0% | Added |
| Trust Co of Kansas | 48,629 | $13.7M | 7.83% | −1,952−3.9% | Reduced |
| Alps Advisors Inc | 48,596 | $13.7M | 0.13% | −2,372−4.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 48,534 | $13.7M | 0.72% | +1,251+2.6% | Added |
| Circle Wealth Management, LLC | 48,510 | $13.7M | 1.97% | −1,397−2.8% | Reduced |
| Bessemer Securities LLC | 48,407 | $13.6M | 4.65% | +10,243+26.8% | Added |
| NBW Capital LLC | 48,403 | $13.6M | 3.29% | −6,441−11.7% | Reduced |
| Sequoia Financial Advisors, LLC | 48,396 | $13.6M | 1.39% | −129,906−72.9% | Reduced |
| Westbourne Investment Advisors, Inc. | 48,380 | $13.6M | 6.21% | −1,694−3.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 48,294 | $13.6M | 4.62% | −2,116−4.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 48,282 | $13.6M | 0.67% | −1,893−3.8% | Reduced |
| CFM Wealth Partners LLC | 48,209 | $13.6M | 3.42% | +857+1.8% | Added |
| First Sabrepoint Capital Management LP | 47,000 | $13.6M | 4.03% | 00.0% | Unchanged |
| TLW Wealth Management, LLC | 48,089 | $13.6M | 7.41% | −93−0.2% | Reduced |
| Capital Planning Advisors, LLC | 48,069 | $13.6M | 2.81% | +97+0.2% | Added |
| Consolidated Capital Management, LLC | 48,059 | $13.5M | 6.37% | −31−0.1% | Reduced |
| Bank of New Hampshire | 49,989 | $13.5M | 3.62% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 48,000 | $13.5M | 3.39% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 47,996 | $13.5M | 5.24% | +26+0.1% | Added |
| Boston Partners | 47,854 | $13.5M | 0.02% | −3,034−6.0% | Reduced |
| Moser Wealth Advisors, LLC | 47,850 | $13.5M | 8.63% | +6,820+16.6% | Added |
| Bulltick Wealth Management, LLC | 47,723 | $13.5M | 3.09% | −998−2.0% | Reduced |
| Modera Wealth Management, LLC | 47,700 | $13.4M | 0.69% | +6,752+16.5% | Added |
| Iowa State Bank | 47,680 | $13.4M | 3.76% | +277+0.6% | Added |
| Valicenti Advisory Services Inc | 47,583 | $13.4M | 3.64% | +3,566+8.1% | Added |
| Swarthmore Group Inc | 49,447 | $13.4M | 3.46% | 00.0% | Unchanged |
| Csenge Advisory Group | 46,328 | $13.4M | 1.13% | +2,243+5.1% | Added |
| 9258 Wealth Management, LLC | 47,480 | $13.4M | 3.57% | +276+0.6% | Added |
| Hall Capital Management Co Inc | 47,430 | $13.4M | 8.54% | −191−0.4% | Reduced |
| Cohen Lawrence B | 47,405 | $13.4M | 7.05% | −3,501−6.9% | Reduced |
| HCR Wealth Advisors | 47,392 | $13.4M | 2.23% | −259−0.5% | Reduced |
| Wealthsource Partners, LLC | 47,385 | $13.4M | 1.17% | +596+1.3% | Added |
| ETF Managers Group, LLC | 46,949 | $13.3M | 0.25% | +37,581+401.2% | Added |
| Strategic Blueprint, LLC | 47,291 | $13.3M | 2.09% | −6,167−11.5% | Reduced |
| Vident Investment Advisory, LLC | 47,279 | $13.3M | 0.40% | +4,217+9.8% | Added |
| Zions Bancorporation, N.A. | 47,217 | $13.3M | 1.36% | +3,220+7.3% | Added |
| Van Hulzen Asset Management, LLC | 47,160 | $13.3M | 1.98% | −398−0.8% | Reduced |
| Central Bank & Trust Co | 47,140 | $13.3M | 2.18% | +1,102+2.4% | Added |
| Duff & Phelps Investment Management Co | 47,087 | $13.3M | 0.17% | −1,793−3.7% | Reduced |
| Rothschild Capital Partners, LLC | 47,016 | $13.3M | 4.23% | +151+0.3% | Added |
| Chase Investment Counsel Corp | 47,007 | $13.3M | 5.71% | −2,271−4.6% | Reduced |
| TT International Asset Management LTD | 46,937 | $13.2M | 0.74% | −17,351−27.0% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 46,863 | $13.2M | 1.63% | +215+0.5% | Added |
| Asset Dedication, LLC | 46,795 | $13.2M | 1.74% | +5,933+14.5% | Added |
| Avantax Planning Partners, Inc. | 46,855 | $13.2M | 0.61% | +2,718+6.2% | Added |
| WBH Advisory Inc | 46,572 | $13.1M | 1.77% | −476−1.0% | Reduced |
| Patten Group, Inc. | 46,537 | $13.1M | 3.86% | −241−0.5% | Reduced |
| Stoneridge Investment Partners LLC | 46,530 | $13.1M | 6.55% | −2,097−4.3% | Reduced |
| Parkwood LLC | 46,401 | $13.1M | 2.23% | −23,494−33.6% | Reduced |
| Bonness Enterprises Inc | 46,400 | $13.1M | 6.67% | 00.0% | Unchanged |
| GPM Growth Investors, Inc. | 46,382 | $13.1M | 6.90% | −232−0.5% | Reduced |
| Biondo Investment Advisors, LLC | 46,158 | $13.0M | 2.24% | +200+0.4% | Added |
| Mizuho Markets Cayman LP | 46,134 | $13.0M | 1.18% | +15,937+52.8% | Added |
| AMJ Financial Wealth Management | 46,055 | $13.0M | 5.32% | +882+2.0% | Added |
| Totem Point Management, LLC | 46,036 | $13.0M | 8.45% | +46,036 | New |
| Timber Creek Capital Management LLC | 46,031 | $13.0M | 4.12% | −42−0.1% | Reduced |
| Lincoln Capital LLC | 45,963 | $13.0M | 3.52% | +665+1.5% | Added |
| Bourgeon Capital Management LLC | 45,847 | $12.9M | 2.76% | −371−0.8% | Reduced |
| NorthRock Partners, LLC | 45,529 | $12.9M | 1.05% | +7,514+19.8% | Added |
| Salem Capital Management Inc | 45,698 | $12.9M | 7.06% | −2,342−4.9% | Reduced |
| Armstrong Shaw Associates Inc | 45,643 | $12.9M | 11.25% | +376+0.8% | Added |
| Isthmus Partners, LLC | 45,361 | $12.8M | 2.32% | −858−1.9% | Reduced |
| Stratos Wealth Advisors, LLC | 45,336 | $12.8M | 1.09% | +5,918+15.0% | Added |
| Americana Partners, LLC | 45,236 | $12.8M | 3.08% | +34,078+305.4% | Added |
| Texas Yale Capital Corp. | 45,155 | $12.7M | 0.72% | +440+1.0% | Added |
| Kidder Stephen W | 45,129 | $12.7M | 3.99% | −1,393−3.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 45,113 | $12.7M | 1.35% | −32,482−41.9% | Reduced |
| Portolan Capital Management, LLC | 45,102 | $12.7M | 0.93% | −92−0.2% | Reduced |
| Formidable Asset Management, LLC | 45,083 | $12.7M | 2.39% | +26,647+144.5% | Added |
| Glassman Wealth Services | 45,059 | $12.7M | 2.67% | −302−0.7% | Reduced |
| Professional Planning | 45,047 | $12.7M | 6.06% | −2,602−5.5% | Reduced |
| Bizma Investimentos Ltda | 45,000 | $12.7M | 7.82% | −20,000−30.8% | Reduced |