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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 38,816 | $10.9M | 0.59% | −1,938−4.8% | Reduced |
| Bellecapital International Ltd. | 38,722 | $10.9M | 3.33% | +458+1.2% | Added |
| Sage Capital Advisors,llc | 38,695 | $10.9M | 4.64% | +28+0.1% | Added |
| Exane Asset Management | 38,662 | $10.9M | 2.58% | +14,631+60.9% | Added |
| Journey Advisory Group, LLC | 38,636 | $10.9M | 3.53% | +984+2.6% | Added |
| Martin & Co Inc | 38,629 | $10.9M | 2.56% | +2,759+7.7% | Added |
| Intact Investment Management Inc. | 38,600 | $10.9M | 0.30% | −550−1.4% | Reduced |
| Liberty One Investment Management, LLC | 38,551 | $10.9M | 1.86% | +44+0.1% | Added |
| Foster Victor Wealth Advisors, LLC | 38,546 | $10.9M | 1.74% | +2,575+7.2% | Added |
| Northside Capital Management, LLC | 38,508 | $10.9M | 2.98% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 38,503 | $10.9M | 3.49% | +435+1.1% | Added |
| Pegasus Partners Ltd. | 38,464 | $10.8M | 1.97% | −1,316−3.3% | Reduced |
| Jackson Square Capital, LLC | 38,452 | $10.8M | 3.52% | +47+0.1% | Added |
| Core Alternative Capital | 38,439 | $10.8M | 2.30% | +2,486+6.9% | Added |
| First Personal Financial Services | 38,295 | $10.8M | 2.68% | −78−0.2% | Reduced |
| S&T Bank | 38,275 | $10.8M | 1.67% | +2,645+7.4% | Added |
| Keel Point, LLC | 38,235 | $10.8M | 1.50% | +638+1.7% | Added |
| Bank Ozk | 38,142 | $10.8M | 4.87% | −40−0.1% | Reduced |
| F/M Investments LLC | 38,086 | $10.7M | 7.68% | +8,742+29.8% | Added |
| John G Ullman & Associates Inc | 38,065 | $10.7M | 1.46% | −555−1.4% | Reduced |
| North Growth Management Ltd. | 38,000 | $10.7M | 1.89% | 00.0% | Unchanged |
| Cooper Financial Group | 38,028 | $10.7M | 2.22% | +716+1.9% | Added |
| Plancorp, LLC | 37,986 | $10.7M | 0.74% | +5,764+17.9% | Added |
| Spreng Capital Management, Inc. | 37,040 | $10.7M | 6.86% | +167+0.5% | Added |
| Kesler, Norman & Wride, LLC | 37,850 | $10.7M | 2.51% | −84−0.2% | Reduced |
| XXEC, Inc. | 37,828 | $10.7M | 8.11% | −1,250−3.2% | Reduced |
| Aevitas Wealth Management, Inc. | 37,825 | $10.7M | 6.80% | +459+1.2% | Added |
| Penbrook Management LLC | 37,786 | $10.7M | 6.70% | −40−0.1% | Reduced |
| Carolinas Wealth Consulting LLC | 37,778 | $10.7M | 2.48% | −377−1.0% | Reduced |
| Endurance Wealth Management, Inc. | 37,765 | $10.6M | 1.18% | −131−0.3% | Reduced |
| Avidian Wealth Solutions, LLC | 37,767 | $10.6M | 0.81% | +1,158+3.2% | Added |
| Traynor Capital Management, Inc. | 37,732 | $10.6M | 1.46% | +1,300+3.6% | Added |
| Force Hill Capital Management LP | 37,580 | $10.6M | 2.62% | +37,580 | New |
| Orca Investment Management, LLC | 37,568 | $10.6M | 9.27% | −1,394−3.6% | Reduced |
| Avestar Capital, LLC | 37,513 | $10.6M | 2.06% | −102−0.3% | Reduced |
| Oak Grove Capital LLC | 37,369 | $10.5M | 2.35% | −1,150−3.0% | Reduced |
| BerganKDV Wealth Management, LLC | 37,366 | $10.5M | 1.19% | +6,555+21.3% | Added |
| Graypoint LLC | 37,312 | $10.5M | 1.29% | +4,291+13.0% | Added |
| Marcum Wealth, LLC | 37,237 | $10.5M | 1.65% | +3,361+9.9% | Added |
| Socorro Asset Management LP | 37,229 | $10.5M | 2.96% | +453+1.2% | Added |
| Financial Partners Group, Inc | 37,232 | $10.5M | 2.47% | +470+1.3% | Added |
| BDO Wealth Advisors, LLC | 37,208 | $10.5M | 1.15% | +73+0.2% | Added |
| Stokes Capital Advisors, LLC | 37,162 | $10.5M | 3.38% | −1,380−3.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 37,154 | $10.5M | 3.00% | −1,120−2.9% | Reduced |
| Tiedemann Advisors, LLC | 37,124 | $10.5M | 0.56% | −3,794−9.3% | Reduced |
| J. W. Coons Advisors, LLC | 37,081 | $10.5M | 3.58% | −107−0.3% | Reduced |
| Roberts Wealth Advisors, LLC | 37,030 | $10.4M | 4.13% | +37,030 | New |
| Paradigm Financial Partners, LLC | 35,356 | $10.4M | 2.48% | +1,427+4.2% | Added |
| Vishria Bird Financial Group, LLC | 36,933 | $10.4M | 5.46% | +517+1.4% | Added |
| Tairen Capital Ltd | 36,920 | $10.4M | 2.61% | −8,212−18.2% | Reduced |
| Exane Derivatives | 36,883 | $10.4M | 2.59% | −2,335−6.0% | Reduced |
| Verition Fund Management LLC | 36,862 | $10.4M | 0.16% | −1,010,930−96.5% | Reduced |
| Horan Capital Advisors, LLC. | 36,716 | $10.4M | 4.58% | +184+0.5% | Added |
| Summit Financial Group Inc | 36,695 | $10.3M | 3.74% | +2,047+5.9% | Added |
| Enterprise Bank & Trust Co | 36,634 | $10.3M | 4.08% | −918−2.4% | Reduced |
| White Pine Capital LLC | 36,633 | $10.3M | 3.17% | −730−2.0% | Reduced |
| Sargent Bickham Lagudis LLC | 36,596 | $10.3M | 0.84% | −21−0.1% | Reduced |
| Ascent Wealth Partners, LLC | 36,567 | $10.3M | 1.97% | −90.0% | Reduced |
| Crewe Advisors LLC | 36,496 | $10.3M | 2.43% | +9,910+37.3% | Added |
| Marshall & Sullivan Inc | 36,454 | $10.3M | 5.36% | +306+0.8% | Added |
| Pekin Hardy Strauss, Inc. | 36,440 | $10.3M | 1.47% | +506+1.4% | Added |
| GM Advisory Group, Inc. | 36,245 | $10.2M | 1.03% | −1,174−3.1% | Reduced |
| Brave Asset Management Inc | 36,244 | $10.2M | 2.95% | −320−0.9% | Reduced |
| Potrero Capital Research LLC | 36,194 | $10.2M | 2.69% | 00.0% | Unchanged |
| Aries Wealth Management | 36,190 | $10.2M | 4.32% | −109−0.3% | Reduced |
| Citizens National Bank Trust Department | 36,187 | $10.2M | 2.90% | −35−0.1% | Reduced |
| White Pine Investment CO | 36,164 | $10.2M | 3.56% | −1,093−2.9% | Reduced |
| Kingdon Capital Management, L.L.C. | 36,109 | $10.2M | 1.78% | −15,391−29.9% | Reduced |
| Gardner Lewis Asset Management L P | 36,082 | $10.2M | 1.57% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 35,995 | $10.1M | 4.58% | −573−1.6% | Reduced |
| Resource Management, LLC | 35,909 | $10.1M | 1.16% | +2,909+8.8% | Added |
| Cornerstone Advisory, LLC | 35,898 | $10.1M | 1.68% | −571−1.6% | Reduced |
| Platform Technology Partners | 35,872 | $10.1M | 4.59% | −4,870−12.0% | Reduced |
| Tranquility Partners, LLC | 35,842 | $10.1M | 5.13% | +3,436+10.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 35,826 | $10.1M | 2.24% | +627+1.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 35,774 | $10.1M | 3.74% | +3,653+11.4% | Added |
| Citizens & Northern Corp | 35,701 | $10.1M | 3.86% | −1,093−3.0% | Reduced |
| Contravisory Investment Management, Inc. | 35,491 | $10.0M | 3.04% | −1,520−4.1% | Reduced |
| Odey Asset Management Group Ltd | 35,486 | $10.0M | 2.67% | +4,336+13.9% | Added |
| Concentric Wealth Management, LLC | 35,439 | $9.99M | 3.06% | −1,102−3.0% | Reduced |
| Atlantic Trust, LLC | 35,435 | $9.99M | 6.33% | +1,575+4.7% | Added |
| Jacobi Capital Management LLC | 35,425 | $9.99M | 1.27% | +1,891+5.6% | Added |
| LVW Advisors, LLC | 35,359 | $9.97M | 1.74% | +78+0.2% | Added |
| Karp Capital Management Corp | 35,348 | $9.96M | 1.40% | +599+1.7% | Added |
| Cim Investment Mangement Inc | 35,276 | $9.95M | 3.13% | −229−0.6% | Reduced |
| 44 Wealth Management LLC | 35,248 | $9.94M | 3.80% | −717−2.0% | Reduced |
| Advanced Asset Management Advisors Inc | 35,161 | $9.91M | 2.13% | −599−1.7% | Reduced |
| Chronos Wealth Management, LLC | 35,155 | $9.91M | 6.74% | −1,896−5.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 35,094 | $9.89M | 0.06% | −2,400−6.4% | Reduced |
| Brown Miller Wealth Management, LLC | 35,079 | $9.89M | 6.21% | +114+0.3% | Added |
| Legacy Capital Partners, Inc. | 35,071 | $9.89M | 3.58% | −862−2.4% | Reduced |
| IFG Advisory, LLC | 35,054 | $9.88M | 1.07% | +1,907+5.8% | Added |
| Humankind Investments LLC | 34,999 | $9.87M | 4.49% | −4,598−11.6% | Reduced |
| Seven Eight Capital, LP | 35,000 | $9.87M | 0.95% | +35,000 | New |
| Chesapeake Wealth Management | 34,840 | $9.82M | 3.51% | −3,666−9.5% | Reduced |
| Wealth Advisors, Inc. | 34,661 | $9.81M | 3.87% | −1,169−3.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 34,797 | $9.81M | 3.21% | +499+1.5% | Added |
| Aperture Investors, LLC | 34,706 | $9.78M | 1.31% | +5,297+18.0% | Added |
| Cambridge Advisors Inc. | 34,649 | $9.77M | 2.38% | −864−2.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 34,646 | $9.77M | 4.91% | −1,061−3.0% | Reduced |