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 |
|---|---|---|---|---|---|
| Columbia Trust Co 01012016 | 30,900 | $8.71M | 4.60% | +77+0.2% | Added |
| Geneva Partners, LLC | 30,891 | $8.71M | 4.30% | +19+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 30,888 | $8.71M | 2.85% | −1,630−5.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 30,879 | $8.71M | 5.62% | −60.0% | Reduced |
| Corbenic Partners LLC | 30,851 | $8.70M | 2.11% | +2,019+7.0% | Added |
| MEMBERS Trust Co | 30,544 | $8.68M | 0.27% | −314−1.0% | Reduced |
| Little House Capital LLC | 30,703 | $8.66M | 5.08% | −2,193−6.7% | Reduced |
| Delta Financial Advisors LLC | 30,702 | $8.65M | 3.85% | −332−1.1% | Reduced |
| Symphony Financial, Ltd. Co. | 30,444 | $8.65M | 3.03% | −9,306−23.4% | Reduced |
| Tandem Capital Management Corp | 30,631 | $8.63M | 5.44% | +390+1.3% | Added |
| Summit Trail Advisors, LLC | 30,615 | $8.63M | 0.65% | +5,785+23.3% | Added |
| Hixon Zuercher, LLC | 30,608 | $8.63M | 5.04% | +510+1.7% | Added |
| First Bank & Trust | 30,572 | $8.62M | 3.94% | +10.0% | Added |
| Capital Asset Advisory Services LLC | 30,566 | $8.62M | 0.96% | +104+0.3% | Added |
| Curbstone Financial Management Corp | 30,453 | $8.59M | 1.62% | −1,002−3.2% | Reduced |
| Vectors Research Management, LLC | 30,283 | $8.54M | 2.01% | −87−0.3% | Reduced |
| Voya Financial Advisors, Inc. | 30,038 | $8.53M | 1.04% | +1,403+4.9% | Added |
| Michael B. Yongue | 30,256 | $8.53M | 6.24% | +90.0% | Added |
| Affinity Wealth Management LLC | 30,170 | $8.52M | 1.74% | +34+0.1% | Added |
| Carlson Capital Management | 30,183 | $8.51M | 0.90% | +683+2.3% | Added |
| HNP Capital LLC | 30,152 | $8.50M | 2.13% | −218−0.7% | Reduced |
| Sunbelt Securities, Inc. | 30,198 | $8.48M | 1.53% | 00.0% | Unchanged |
| Keystone Financial Planning, Inc. | 30,067 | $8.48M | 3.08% | 00.0% | Unchanged |
| Excalibur Management Corp | 30,061 | $8.47M | 3.71% | −2,728−8.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 30,051 | $8.47M | 2.79% | −1,811−5.7% | Reduced |
| Executive Wealth Group LLC | 30,020 | $8.46M | 5.17% | +23+0.1% | Added |
| SNS Financial Group, LLC | 30,020 | $8.46M | 1.05% | −104−0.3% | Reduced |
| Windward Capital Management Co | 30,005 | $8.46M | 0.78% | +119+0.4% | Added |
| Maytus Capital Management, LLC | 30,000 | $8.46M | 2.89% | −5,000−14.3% | Reduced |
| Handelsinvest Investeringsforvaltning | 30,003 | $8.46M | 0.92% | +3,000+11.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 30,000 | $8.46M | 3.57% | +5,000+20.0% | Added |
| Andesa Financial Management Inc. | 29,996 | $8.45M | 4.59% | −24,261−44.7% | Reduced |
| Prestige Wealth Management Group LLC | 29,836 | $8.41M | 2.15% | +2,963+11.0% | Added |
| HBC Financial Services, PLLC | 28,525 | $8.41M | 5.62% | −420−1.5% | Reduced |
| Frisch Financial Group, Inc. | 29,807 | $8.40M | 2.80% | +160+0.5% | Added |
| Spirit of America Management Corp | 29,739 | $8.38M | 1.81% | −300−1.0% | Reduced |
| Mendel Money Management | 29,680 | $8.37M | 5.24% | −65−0.2% | Reduced |
| Trexquant Investment LP | 29,669 | $8.36M | 0.66% | +29,669 | New |
| Drexel Morgan & Co. | 29,643 | $8.36M | 2.68% | −3,102−9.5% | Reduced |
| RFG Advisory, LLC | 29,590 | $8.34M | 0.69% | +796+2.8% | Added |
| Regent Peak Wealth Advisors LLC | 29,579 | $8.34M | 2.39% | +75+0.3% | Added |
| Plante Moran Financial Advisors, LLC | 29,556 | $8.33M | 1.85% | +2,083+7.6% | Added |
| Harrington Investments, INC | 29,487 | $8.31M | 4.80% | +93+0.3% | Added |
| Eastover Investment Advisors LLC | 29,434 | $8.30M | 5.41% | −1,311−4.3% | Reduced |
| Mandatum Life Insurance Co Ltd | 29,432 | $8.30M | 1.54% | +250+0.9% | Added |
| Windsor Group LTD | 28,682 | $8.29M | 1.74% | −30.0% | Reduced |
| Adirondack Trust Co | 24,992 | $8.29M | 3.94% | −88−0.4% | Reduced |
| Studio Investment Management LLC | 29,385 | $8.28M | 3.56% | +29,385 | New |
| Summit X, LLC | 29,364 | $8.28M | 2.08% | +342+1.2% | Added |
| Golden State Equity Partners | 29,355 | $8.28M | 3.43% | −1,817−5.8% | Reduced |
| HAP Trading, LLC | 29,198 | $8.23M | 0.61% | −86,653−74.8% | Reduced |
| Scott Investment Partners LLP | 29,200 | $8.23M | 5.65% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 29,194 | $8.23M | 1.88% | +377+1.3% | Added |
| Point72 Hong Kong Ltd | 29,148 | $8.22M | 0.63% | −852−2.8% | Reduced |
| Lantz Financial LLC | 29,133 | $8.21M | 4.21% | −788−2.6% | Reduced |
| McMahon Financial Advisors, LLC | 29,113 | $8.21M | 3.77% | −319−1.1% | Reduced |
| Brio Consultants, LLC | 29,123 | $8.21M | 1.99% | −1,583−5.2% | Reduced |
| Ausdal Financial Partners, Inc. | 29,064 | $8.19M | 1.22% | +1,301+4.7% | Added |
| Beck Capital Management, LLC | 28,980 | $8.17M | 2.74% | +376+1.3% | Added |
| Annandale Capital, LLC | 28,954 | $8.16M | 4.91% | +18+0.1% | Added |
| Whitener Capital Management, Inc. | 36,618 | $8.14M | 3.75% | +436+1.2% | Added |
| Perennial Investment Advisors, LLC | 28,843 | $8.13M | 2.88% | +202+0.7% | Added |
| ARGI Investment Services, LLC | 28,759 | $8.11M | 0.26% | +2,185+8.2% | Added |
| Diamant Asset Management, Inc. | 28,705 | $8.09M | 6.69% | +28,705 | New |
| Darwin Advisors, LLC | 28,659 | $8.08M | 1.29% | −2,068−6.7% | Reduced |
| Birch Capital Management, LLC | 28,647 | $8.08M | 5.48% | +10.0% | Added |
| Van Leeuwen & Company, LLC | 28,640 | $8.07M | 4.95% | +422+1.5% | Added |
| LCNB Corp | 28,619 | $8.07M | 4.07% | −898−3.0% | Reduced |
| Next Century Growth Investors LLC | 28,619 | $8.07M | 0.70% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 28,511 | $8.04M | 1.99% | −196−0.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 28,497 | $8.03M | 2.36% | +2,599+10.0% | Added |
| Meridian Investment Counsel Inc. | 28,473 | $8.03M | 2.91% | −75−0.3% | Reduced |
| Platinum Investment Management Ltd | 28,431 | $8.02M | 0.23% | +3,433+13.7% | Added |
| Exeter Financial, LLC | 28,392 | $8.00M | 4.78% | −323−1.1% | Reduced |
| Prelude Capital Management, LLC | 28,327 | $7.99M | 0.44% | −12,383−30.4% | Reduced |
| Costello Asset Management, INC | 28,296 | $7.98M | 5.10% | +940+3.4% | Added |
| Nadler Financial Group, Inc. | 28,206 | $7.95M | 1.30% | +483+1.7% | Added |
| Arlington Partners LLC | 28,145 | $7.93M | 2.28% | +10,877+63.0% | Added |
| American Research & Management Co. | 28,125 | $7.93M | 1.83% | −205−0.7% | Reduced |
| Wimmer Associates 1, LLC | 28,072 | $7.91M | 4.69% | −813−2.8% | Reduced |
| Continuum Advisory, LLC | 28,072 | $7.91M | 2.12% | +1,012+3.7% | Added |
| Krilogy Financial LLC | 28,060 | $7.91M | 0.79% | +248+0.9% | Added |
| SPC Financial, Inc. | 28,042 | $7.91M | 0.98% | −2,534−8.3% | Reduced |
| Advisor OS, LLC | 28,036 | $7.91M | 1.72% | −85−0.3% | Reduced |
| M.D. Sass Investors Services, Inc. | 28,020 | $7.90M | 1.34% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 28,018 | $7.90M | 3.75% | +2,051+7.9% | Added |
| Liberty Capital Management, Inc. | 28,010 | $7.90M | 2.33% | −69−0.2% | Reduced |
| Piscataqua Savings Bank | 27,999 | $7.89M | 6.82% | −308−1.1% | Reduced |
| Lesa Sroufe & Co | 27,960 | $7.88M | 8.39% | −169−0.6% | Reduced |
| Waycross Partners, LLC | 27,876 | $7.86M | 4.95% | −16,080−36.6% | Reduced |
| Vista Capital Partners, Inc. | 27,862 | $7.86M | 1.13% | +496+1.8% | Added |
| Guinness Atkinson Asset Management Inc | 27,843 | $7.85M | 3.65% | −3,084−10.0% | Reduced |
| Winning Points Advisors, LLC | 27,775 | $7.83M | 5.91% | −335−1.2% | Reduced |
| FWL Investment Management, LLC | 27,671 | $7.80M | 4.91% | −714−2.5% | Reduced |
| Founders Financial Alliance, LLC | 27,665 | $7.80M | 3.65% | −725−2.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 27,658 | $7.80M | 3.19% | −1,051−3.7% | Reduced |
| Heron Bay Capital Management | 27,646 | $7.79M | 4.02% | +675+2.5% | Added |
| Hourglass Capital, LLC | 27,622 | $7.79M | 2.12% | −2,260−7.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 27,590 | $7.78M | 1.82% | −257−0.9% | Reduced |
| Chatham Capital Group, Inc. | 27,546 | $7.77M | 1.49% | +265+1.0% | Added |