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 |
|---|---|---|---|---|---|
| Gabalex Capital Management LLC | 45,000 | $12.7M | 5.86% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 44,961 | $12.7M | 3.40% | −100−0.2% | Reduced |
| Lee Capital Holdings LLC | 44,949 | $12.7M | 6.65% | −4,810−9.7% | Reduced |
| Ninety One SA (PTY) Ltd | 44,423 | $12.7M | 4.93% | −1,929−4.2% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 44,942 | $12.7M | 3.81% | +253+0.6% | Added |
| Cumberland Advisors Inc | 44,938 | $12.7M | 2.93% | +250+0.6% | Added |
| Wisconsin Capital Management LLC | 44,916 | $12.7M | 5.19% | −4,401−8.9% | Reduced |
| Abbot Financial Management, Inc. | 44,891 | $12.7M | 5.76% | −1,083−2.4% | Reduced |
| Muhlenkamp & Co Inc | 44,701 | $12.6M | 4.84% | −75−0.2% | Reduced |
| Keebeck Wealth Management, LLC | 44,675 | $12.6M | 2.48% | −2,733−5.8% | Reduced |
| Private Capital Advisors, Inc. | 44,667 | $12.6M | 2.10% | +25+0.1% | Added |
| Community Bank & Trust, Waco, Texas | 44,599 | $12.6M | 4.09% | −414−0.9% | Reduced |
| Stanley-Laman Group, Ltd. | 44,577 | $12.6M | 1.63% | +2,252+5.3% | Added |
| Fieldpoint Private Securities, LLC | 44,562 | $12.6M | 2.78% | −1,906−4.1% | Reduced |
| First Washington CORP | 44,530 | $12.6M | 4.58% | −142−0.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 44,521 | $12.6M | 1.03% | +771+1.8% | Added |
| Baugh & Associates, LLC | 44,517 | $12.6M | 7.68% | −36−0.1% | Reduced |
| Birinyi Associates Inc | 44,464 | $12.5M | 4.21% | +425+1.0% | Added |
| Capital Investment Advisory Services, LLC | 44,446 | $12.5M | 1.58% | +278+0.6% | Added |
| Chapman Investment Management, LLC | 44,446 | $12.5M | 6.50% | +2,850+6.9% | Added |
| Rehmann Capital Advisory Group | 44,403 | $12.5M | 1.19% | −203−0.5% | Reduced |
| Enterprise Financial Services Corp | 44,339 | $12.5M | 1.62% | +18,920+74.4% | Added |
| Riverpark Capital Management LLC | 44,259 | $12.5M | 4.41% | +5,806+15.1% | Added |
| West Branch Capital LLC | 44,203 | $12.5M | 6.00% | +111+0.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 44,195 | $12.5M | 1.12% | −105−0.2% | Reduced |
| Virtue Capital Management, LLC | 44,160 | $12.4M | 2.20% | +2,399+5.7% | Added |
| Budros, Ruhlin & Roe, Inc. | 44,123 | $12.4M | 1.42% | −27−0.1% | Reduced |
| Jupiter Wealth Management LLC | 37,425 | $12.4M | 5.84% | +335+0.9% | Added |
| Carderock Capital Management Inc | 43,698 | $12.3M | 3.47% | +724+1.7% | Added |
| Great Diamond Partners, LLC | 43,540 | $12.3M | 3.36% | +3,230+8.0% | Added |
| Berman Capital Advisors, LLC | 43,528 | $12.3M | 1.93% | +9,219+26.9% | Added |
| Marietta Wealth Management, LLC | 43,508 | $12.3M | 2.68% | −58−0.1% | Reduced |
| Keystone Financial Group | 43,501 | $12.3M | 2.22% | −95−0.2% | Reduced |
| Mayflower Financial Advisors, LLC | 39,757 | $12.3M | 1.65% | +156+0.4% | Added |
| PEAK6 Investments LLC | 43,243 | $12.2M | 0.25% | +42,709+7,997.9% | Added |
| Hamilton Wealth, LLC | 43,072 | $12.1M | 5.58% | +7,139+19.9% | Added |
| Rodgers Brothers Inc. | 43,048 | $12.1M | 2.42% | −489−1.1% | Reduced |
| Jefferies Group LLC | 43,022 | $12.1M | 0.29% | +13,731+46.9% | Added |
| Aspiriant, LLC | 42,989 | $12.1M | 0.71% | −947−2.2% | Reduced |
| Portland Global Advisors LLC | 42,925 | $12.1M | 2.24% | −200.0% | Reduced |
| McGinn Investment Management, Inc. | 42,770 | $12.1M | 8.68% | −917−2.1% | Reduced |
| Clear Harbor Asset Management, LLC | 42,741 | $12.1M | 1.43% | +1,730+4.2% | Added |
| One Capital Management, LLC | 42,471 | $12.0M | 0.99% | +255+0.6% | Added |
| Physicians Financial Services, Inc. | 42,323 | $11.9M | 4.83% | −500−1.2% | Reduced |
| Insight Wealth Strategies, LLC | 42,312 | $11.9M | 1.68% | −57−0.1% | Reduced |
| Compton Capital Management Inc | 42,281 | $11.9M | 3.50% | +111+0.3% | Added |
| Altfest L J & Co Inc | 42,224 | $11.9M | 2.49% | −2,241−5.0% | Reduced |
| Baldwin Investment Management, LLC | 42,137 | $11.9M | 2.07% | +72+0.2% | Added |
| Benson Investment Management Company, Inc. | 42,113 | $11.9M | 6.12% | +50.0% | Added |
| Arkadios Wealth Advisors | 41,952 | $11.8M | 1.71% | −11,325−21.3% | Reduced |
| New England Investment & Retirement Group, Inc. | 41,916 | $11.8M | 2.72% | −1,611−3.7% | Reduced |
| Live Oak Private Wealth LLC | 41,867 | $11.8M | 2.41% | +4,481+12.0% | Added |
| Windsor Creek Advisors, LLC | 41,840 | $11.8M | 5.30% | −1,469−3.4% | Reduced |
| Rowland & Co Investment Counsel | 57,902 | $11.8M | 3.99% | +7,621+15.2% | Added |
| Farmers National Bank | 52,883 | $11.8M | 4.69% | +966+1.9% | Added |
| Centiva Capital, LP | 41,724 | $11.8M | 0.95% | +38,911+1,383.3% | Added |
| Royal Fund Management, LLC | 41,585 | $11.7M | 1.88% | +1,314+3.3% | Added |
| Lawson Kroeker Investment Management Inc | 41,422 | $11.7M | 3.87% | −1,015−2.4% | Reduced |
| Soltis Investment Advisors LLC | 41,405 | $11.7M | 1.81% | −4,206−9.2% | Reduced |
| Legacy Wealth Management, LLC | 41,373 | $11.7M | 6.24% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 41,248 | $11.6M | 2.98% | +1,948+5.0% | Added |
| Cornerstone Wealth Group, LLC | 41,202 | $11.6M | 2.05% | +1,046+2.6% | Added |
| Nkcfo LLC | 41,175 | $11.6M | 3.89% | 00.0% | Unchanged |
| Advisory Research Inc | 41,114 | $11.6M | 0.74% | +24,161+142.5% | Added |
| Bar Harbor Trust Services | 41,060 | $11.6M | 3.62% | +288+0.7% | Added |
| NVWM, LLC | 40,890 | $11.5M | 4.15% | −1,921−4.5% | Reduced |
| Tiemann Investment Advisors, LLC | 40,861 | $11.5M | 5.48% | −409−1.0% | Reduced |
| Johanson Financial Advisors, Inc. | 40,840 | $11.5M | 3.97% | −170.0% | Reduced |
| Financial Architects, Inc | 40,798 | $11.5M | 1.67% | +111+0.3% | Added |
| Chelsea Counsel Co | 40,796 | $11.5M | 5.23% | +730+1.8% | Added |
| Lake Street Financial LLC | 40,667 | $11.5M | 2.81% | +633+1.6% | Added |
| Trustmark National Bank Trust Department | 40,634 | $11.5M | 0.92% | −759−1.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 40,607 | $11.4M | 0.94% | −618−1.5% | Reduced |
| Light Street Capital Management, LLC | 40,495 | $11.4M | 0.57% | −36,043−47.1% | Reduced |
| Legacy Private Trust Co. | 40,423 | $11.4M | 0.92% | +3,793+10.4% | Added |
| Steamboat Capital Partners, LLC | 40,369 | $11.4M | 2.64% | −228−0.6% | Reduced |
| Trust Co of Oklahoma | 40,267 | $11.4M | 4.06% | −2,100−5.0% | Reduced |
| Archford Capital Strategies, LLC | 40,179 | $11.3M | 2.67% | +1,961+5.1% | Added |
| Roman Butler Fullerton & Co | 36,852 | $11.3M | 5.28% | −278−0.7% | Reduced |
| RMR Wealth Builders | 40,138 | $11.3M | 3.32% | +569+1.4% | Added |
| Torray LLC | 40,010 | $11.3M | 1.73% | −880−2.2% | Reduced |
| Mattern Capital Management, LLC | 39,972 | $11.3M | 2.22% | −1,065−2.6% | Reduced |
| CFO4Life Group, LLC | 39,944 | $11.3M | 2.62% | +2,246+6.0% | Added |
| Smithbridge Asset Management Inc | 39,907 | $11.3M | 3.73% | −346−0.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 39,795 | $11.2M | 1.29% | +3,496+9.6% | Added |
| Ravenstone Capital Management Inc. | 39,772 | $11.2M | 8.28% | +4,902+14.1% | Added |
| Corsair Capital Management, L.P. | 39,719 | $11.2M | 2.13% | −79−0.2% | Reduced |
| Northwest Capital Management Inc | 36,169 | $11.2M | 5.82% | +1,019+2.9% | Added |
| Coastal Investment Advisors, Inc. | 39,636 | $11.2M | 2.63% | −84−0.2% | Reduced |
| Investment Management of Virginia LLC | 39,617 | $11.2M | 2.15% | −958−2.4% | Reduced |
| Puzo Michael J | 39,527 | $11.1M | 3.53% | −1,880−4.5% | Reduced |
| Aj Wealth Strategies, LLC | 39,524 | $11.1M | 0.60% | +1,952+5.2% | Added |
| Q Capital Solutions | 39,450 | $11.1M | 8.16% | −430−1.1% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 39,431 | $11.1M | 2.26% | +1,150+3.0% | Added |
| Leverage Partners Absolute Return Fund SPC | 39,395 | $11.1M | 10.66% | +20,435+107.8% | Added |
| Pegasus Asset Management, Inc. | 39,373 | $11.1M | 5.10% | +40.0% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 39,243 | $11.1M | 2.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 39,173 | $11.0M | 2.55% | −2,830−6.7% | Reduced |
| Old Port Advisors | 37,560 | $11.0M | 3.99% | −1,085−2.8% | Reduced |
| Sargent Investment Group, LLC | 38,982 | $11.0M | 2.67% | +693+1.8% | Added |