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 |
|---|---|---|---|---|---|
| Notis-McConarty Edward | 34,638 | $9.77M | 3.58% | −1,369−3.8% | Reduced |
| Front Row Advisors LLC | 34,621 | $9.76M | 4.12% | −197−0.6% | Reduced |
| Selway Asset Management | 34,605 | $9.76M | 5.33% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 34,508 | $9.73M | 3.93% | −50.0% | Reduced |
| MRJ Capital Inc | 34,486 | $9.72M | 5.69% | −1,081−3.0% | Reduced |
| Harbour Capital Advisors, LLC | 34,385 | $9.69M | 2.55% | +630+1.9% | Added |
| Oarsman Capital, Inc. | 34,315 | $9.67M | 3.92% | −2,709−7.3% | Reduced |
| Patton Albertson Miller Group, LLC | 34,290 | $9.67M | 1.85% | −196−0.6% | Reduced |
| Searle & Co. | 34,290 | $9.67M | 3.96% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 34,241 | $9.65M | 6.23% | −825−2.4% | Reduced |
| Greenline Partners, LLC | 34,176 | $9.63M | 2.01% | +3,315+10.7% | Added |
| Peoples Financial Services Corp. | 34,133 | $9.62M | 4.06% | −360−1.0% | Reduced |
| 55I, LLC | 34,116 | $9.62M | 0.29% | +14,176+71.1% | Added |
| McMillion Capital Management Inc | 34,047 | $9.60M | 5.65% | −781−2.2% | Reduced |
| Summit Financial, LLC | 34,038 | $9.60M | 0.82% | +18,825+123.7% | Added |
| Triangle Securities Wealth Management | 34,018 | $9.59M | 3.26% | −484−1.4% | Reduced |
| Miramar Capital, LLC | 33,973 | $9.58M | 3.82% | +187+0.6% | Added |
| Hillman Capital Management, Inc. | 33,886 | $9.55M | 3.35% | +1,117+3.4% | Added |
| Cinctive Capital Management LP | 33,859 | $9.55M | 0.52% | −10,833−24.2% | Reduced |
| Foundations Investment Advisors, LLC | 33,054 | $9.54M | 0.42% | +4,605+16.2% | Added |
| Twin Tree Management, LP | 33,817 | $9.53M | 0.28% | +33,817 | New |
| Bray Capital Advisors | 33,785 | $9.53M | 2.44% | −60−0.2% | Reduced |
| Cramer Rosenthal McGlynn LLC | 33,722 | $9.51M | 0.32% | +502+1.5% | Added |
| First Trust Bank, Ltd. | 33,668 | $9.49M | 12.01% | 00.0% | Unchanged |
| Apella Capital, LLC | 33,632 | $9.48M | 1.36% | +222+0.7% | Added |
| Lafayette Investments, Inc. | 33,616 | $9.48M | 2.57% | −70−0.2% | Reduced |
| CCG Wealth Management, LLC | 33,565 | $9.46M | 5.52% | +28,978+631.7% | Added |
| Providence Capital Advisors, LLC | 33,555 | $9.46M | 2.95% | −12,871−27.7% | Reduced |
| Avitas Wealth Management LLC | 33,514 | $9.45M | 1.72% | −294−0.9% | Reduced |
| Hollow Brook Wealth Management LLC | 33,452 | $9.43M | 5.84% | −523−1.5% | Reduced |
| Sitrin Capital Management LLC | 33,445 | $9.43M | 4.51% | −80.0% | Reduced |
| F&V Capital Management, LLC | 33,439 | $9.43M | 3.78% | −785−2.3% | Reduced |
| Northstar Asset Management LLC | 33,401 | $9.42M | 2.47% | −268−0.8% | Reduced |
| Bogart Wealth, LLC | 33,367 | $9.41M | 0.96% | +3,955+13.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 33,304 | $9.39M | 5.85% | −610−1.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 33,301 | $9.39M | 3.14% | −326−1.0% | Reduced |
| Blume Capital Management, Inc. | 33,288 | $9.38M | 3.43% | −1,550−4.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 33,220 | $9.37M | 3.38% | +221+0.7% | Added |
| Claro Advisors LLC | 33,195 | $9.36M | 3.94% | +3,833+13.1% | Added |
| LeJeune Puetz Investment Counsel LLC | 33,187 | $9.36M | 3.40% | +1,685+5.3% | Added |
| Hendershot Investments Inc. | 33,153 | $9.35M | 1.77% | −340−1.0% | Reduced |
| Boit C F David | 32,260 | $9.33M | 6.40% | +3,250+11.2% | Added |
| Roanoke Asset Management Corp | 33,029 | $9.31M | 3.31% | −35−0.1% | Reduced |
| Bridge Creek Capital Management LLC | 33,006 | $9.30M | 3.46% | +565+1.7% | Added |
| Pacific Wealth Strategies Group, Inc. | 32,981 | $9.30M | 3.44% | +403+1.2% | Added |
| Bedel Financial Consulting, Inc. | 32,950 | $9.29M | 3.19% | −393−1.2% | Reduced |
| Shepherd Financial Partners LLC | 32,942 | $9.29M | 1.79% | +40+0.1% | Added |
| Clear Creek Financial Management, LLC | 32,893 | $9.27M | 1.49% | +197+0.6% | Added |
| Villere St Denis J & Co LLC | 32,880 | $9.27M | 0.54% | −36,043−52.3% | Reduced |
| AlphaCrest Capital Management LLC | 32,867 | $9.27M | 0.48% | +25,207+329.1% | Added |
| Connable Office Inc | 32,853 | $9.26M | 1.34% | −1,963−5.6% | Reduced |
| SeaBridge Investment Advisors LLC | 32,841 | $9.26M | 3.04% | +1,211+3.8% | Added |
| Procyon Private Wealth Partners, LLC | 32,841 | $9.26M | 2.39% | +1,846+6.0% | Added |
| Herold Advisors, Inc. | 32,807 | $9.25M | 3.60% | +32,807 | New |
| Cascadia Advisory Services, LLC | 32,780 | $9.24M | 1.87% | −1,347−3.9% | Reduced |
| BIT Capital GmbH | 32,685 | $9.21M | 0.54% | +19,905+155.8% | Added |
| Davidson Trust Co | 32,659 | $9.21M | 7.03% | −805−2.4% | Reduced |
| CX Institutional | 32,628 | $9.20M | 0.75% | −416−1.3% | Reduced |
| VisionPoint Advisory Group, LLC | 27,361 | $9.20M | 4.10% | +548+2.0% | Added |
| Financial Perspectives, Inc | 32,545 | $9.18M | 4.62% | +301+0.9% | Added |
| Permanens Capital L.P. | 32,545 | $9.18M | 1.66% | −579−1.7% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 32,529 | $9.17M | 2.88% | −1,156−3.4% | Reduced |
| JNBA Financial Advisors | 32,495 | $9.16M | 1.23% | −108−0.3% | Reduced |
| Eos Focused Equity Management, L.P. | 10,874 | $9.16M | 6.98% | 00.0% | Unchanged |
| Cambridge Financial Group, Inc. | 32,465 | $9.15M | 4.03% | −630−1.9% | Reduced |
| Hollencrest Capital Management | 32,461 | $9.15M | 0.82% | +6,483+25.0% | Added |
| Oxler Private Wealth LLC | 32,450 | $9.15M | 4.03% | −90.0% | Reduced |
| Cutler Group LP | 32,444 | $9.15M | 0.69% | +25,991+402.8% | Added |
| Signet Financial Management, LLC | 32,417 | $9.14M | 1.58% | +32,417 | New |
| MidWestOne Financial Group, Inc. | 32,376 | $9.13M | 2.14% | −1,481−4.4% | Reduced |
| Sandbox Financial Partners, LLC | 32,361 | $9.12M | 6.51% | +1,765+5.8% | Added |
| Nicolet Bankshares Inc | 32,328 | $9.11M | 2.35% | +1,895+6.2% | Added |
| Palmer Knight Co | 32,236 | $9.09M | 4.74% | +142+0.4% | Added |
| Wolverine Asset Management LLC | 32,209 | $9.08M | 0.10% | +32,209 | New |
| Brandywine Oak Private Wealth LLC | 32,136 | $9.06M | 1.06% | +2,549+8.6% | Added |
| Loudon Investment Management, LLC | 32,135 | $9.06M | 6.44% | −849−2.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 32,075 | $9.04M | 5.11% | +140.0% | Added |
| Sawyer & Company, Inc | 32,021 | $9.03M | 4.26% | −490−1.5% | Reduced |
| United Capital Management of KS, Inc. | 31,982 | $9.02M | 3.69% | +232+0.7% | Added |
| Founders Capital Management | 31,958 | $9.01M | 6.18% | −287−0.9% | Reduced |
| Grove Bank & Trust | 31,882 | $8.99M | 1.89% | +518+1.7% | Added |
| Red Door Wealth Management, LLC | 31,883 | $8.99M | 3.44% | +2,159+7.3% | Added |
| Brick & Kyle, Associates | 31,578 | $8.98M | 4.55% | +55+0.2% | Added |
| M. Kulyk & Associates, LLC | 31,824 | $8.97M | 2.87% | +1,136+3.7% | Added |
| Copeland Capital Management, LLC | 31,784 | $8.96M | 0.26% | +17,607+124.2% | Added |
| BNC Wealth Management, LLC | 31,755 | $8.95M | 5.31% | +648+2.1% | Added |
| Menlo Advisors LLC | 31,738 | $8.95M | 4.73% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 31,647 | $8.92M | 3.02% | −1,281−3.9% | Reduced |
| Schwab Charitable Fund | 31,548 | $8.89M | 1.59% | −1,745−5.2% | Reduced |
| Marvin & Palmer Associates Inc | 31,527 | $8.89M | 3.60% | +31,527 | New |
| TFG Advisers LLC | 31,516 | $8.88M | 4.30% | −133−0.4% | Reduced |
| Westover Capital Advisors, LLC | 31,496 | $8.88M | 2.78% | +1,325+4.4% | Added |
| Markston International LLC | 31,421 | $8.86M | 8.29% | −16,117−33.9% | Reduced |
| M&R Capital Management Inc | 31,399 | $8.85M | 2.00% | +401+1.3% | Added |
| Biltmore Family Office, LLC | 31,342 | $8.84M | 2.13% | +5,997+23.7% | Added |
| Hamel Associates, Inc. | 31,151 | $8.78M | 3.43% | −867−2.7% | Reduced |
| Center for Financial Planning, Inc. | 31,103 | $8.77M | 2.13% | +51+0.2% | Added |
| Highlander Capital Management, LLC | 31,065 | $8.76M | 4.44% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 31,063 | $8.76M | 4.76% | −3,060−9.0% | Reduced |
| Inscription Capital, LLC | 30,981 | $8.73M | 2.74% | −75,024−70.8% | Reduced |