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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Heartland Bank & Trust Co | 27,539 | $7.76M | 6.69% | +4,026+17.1% | Added |
| VeraBank, N.A. | 27,534 | $7.76M | 4.40% | +505+1.9% | Added |
| Ascension Asset Management LLC | 27,438 | $7.74M | 5.05% | −100−0.4% | Reduced |
| SOL Capital Management CO | 27,423 | $7.73M | 1.54% | −286−1.0% | Reduced |
| Redwood Investments, LLC | 27,417 | $7.73M | 0.65% | −413−1.5% | Reduced |
| JT Stratford LLC | 27,255 | $7.68M | 2.36% | +164+0.6% | Added |
| First Mercantile Trust Co | 27,255 | $7.68M | 1.02% | −1,458−5.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 27,230 | $7.68M | 1.43% | +844+3.2% | Added |
| Arete Wealth Advisors, LLC | 27,195 | $7.67M | 0.85% | +220+0.8% | Added |
| Sheets Smith Wealth Management | 27,122 | $7.65M | 1.04% | −1,286−4.5% | Reduced |
| Signet Investment Advisory Group, Inc. | 27,071 | $7.63M | 4.81% | −2,418−8.2% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 27,072 | $7.63M | 0.30% | +334+1.2% | Added |
| Brown Capital Management LLC | 27,056 | $7.63M | 0.06% | −4,000−12.9% | Reduced |
| Unified Trust Company, N.A. | 27,035 | $7.62M | 2.25% | +191+0.7% | Added |
| Interval Partners, LP | 27,000 | $7.61M | 0.45% | +27,000 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 27,000 | $7.61M | 2.08% | 00.0% | Unchanged |
| Fundsmith Investment Services Ltd. | 26,994 | $7.61M | 4.62% | +35+0.1% | Added |
| Wealth Alliance | 26,988 | $7.61M | 1.71% | −597−2.2% | Reduced |
| Old Dominion Capital Management Inc | 26,937 | $7.59M | 1.62% | +386+1.5% | Added |
| Jackson Hole Capital Partners, LLC | 26,862 | $7.57M | 2.47% | +973+3.8% | Added |
| GFS Advisors, LLC | 26,860 | $7.57M | 1.65% | +100.0% | Added |
| Eukles Asset Management | 26,811 | $7.56M | 4.14% | +628+2.4% | Added |
| Trust Investment Advisors | 26,785 | $7.55M | 6.75% | −2,256−7.8% | Reduced |
| Horizon Investment Services, LLC | 26,774 | $7.55M | 3.72% | −464−1.7% | Reduced |
| Hurlow Wealth Management Group, Inc. | 26,771 | $7.55M | 4.49% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 26,758 | $7.54M | 2.74% | −24−0.1% | Reduced |
| Essex Savings Bank | 24,988 | $7.54M | 2.74% | −169−0.7% | Reduced |
| Kercheville Advisors, LLC | 26,752 | $7.54M | 3.57% | −142−0.5% | Reduced |
| Eagle Capital Management, LLC | 26,748 | $7.54M | 2.05% | −3,327−11.1% | Reduced |
| Barton Investment Management | 26,680 | $7.52M | 0.63% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 26,674 | $7.52M | 2.78% | −44−0.2% | Reduced |
| Evanson Asset Management, LLC | 27,669 | $7.51M | 0.77% | +34+0.1% | Added |
| Gibraltar Capital Management, Inc. | 26,626 | $7.51M | 3.81% | +400+1.5% | Added |
| Herald Investment Management Ltd | 26,632 | $7.50M | 1.23% | −500−1.8% | Reduced |
| Sonata Capital Group Inc | 26,581 | $7.49M | 3.36% | −379−1.4% | Reduced |
| Ayrshire Capital Management LLC | 26,581 | $7.49M | 4.25% | +30.0% | Added |
| Zeke Capital Advisors, LLC | 26,514 | $7.47M | 0.43% | −1,596−5.7% | Reduced |
| Clarity Financial LLC | 26,459 | $7.46M | 1.39% | +9,829+59.1% | Added |
| Probity Advisors, Inc. | 26,427 | $7.45M | 1.54% | −392−1.5% | Reduced |
| Investment Research & Advisory Group, Inc. | 26,279 | $7.45M | 4.96% | +183+0.7% | Added |
| Mirador Capital Partners LP | 26,376 | $7.44M | 1.69% | +628+2.4% | Added |
| Gryphon Financial Partners LLC | 26,323 | $7.42M | 1.73% | −706−2.6% | Reduced |
| Orleans Capital Management Corp | 26,309 | $7.42M | 4.73% | −100.0% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 26,273 | $7.41M | 1.76% | −1,890−6.7% | Reduced |
| NovaPoint Capital, LLC | 26,260 | $7.40M | 2.97% | +189+0.7% | Added |
| Family Legacy, Inc. | 25,101 | $7.40M | 3.33% | −1,231−4.7% | Reduced |
| Solstein Capital, LLC | 26,201 | $7.39M | 4.29% | +14,713+128.1% | Added |
| Principal Street Partners, LLC | 26,174 | $7.38M | 2.01% | +3,793+16.9% | Added |
| Occidental Asset Management, LLC | 26,169 | $7.38M | 1.91% | +503+2.0% | Added |
| Beech Hill Advisors, Inc. | 26,159 | $7.38M | 3.06% | +120.0% | Added |
| Private Ocean, LLC | 26,140 | $7.37M | 0.90% | +678+2.7% | Added |
| Teamwork Financial Advisors, LLC | 26,109 | $7.36M | 1.46% | +7,576+40.9% | Added |
| Asio Capital, LLC | 26,062 | $7.35M | 2.53% | +1,148+4.6% | Added |
| Investment Partners, Ltd. | 26,027 | $7.34M | 3.34% | −84−0.3% | Reduced |
| All Terrain Financial Advisors, LLC | 26,011 | $7.33M | 3.37% | −10,814−29.4% | Reduced |
| HBW Advisory Services LLC | 26,011 | $7.33M | 1.90% | −2,203−7.8% | Reduced |
| Affinity Investment Advisors, LLC | 25,989 | $7.33M | 3.29% | −777−2.9% | Reduced |
| Eqis Capital Management, Inc. | 25,956 | $7.32M | 0.56% | −370−1.4% | Reduced |
| First Pacific Advisors, LP | 25,937 | $7.31M | 0.09% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 25,933 | $7.31M | 1.91% | −8,251−24.1% | Reduced |
| Poehling Capital Management, LLC | 25,932 | $7.31M | 2.47% | −1,028−3.8% | Reduced |
| Tradition Wealth Management, LLC | 25,871 | $7.29M | 1.04% | −51−0.2% | Reduced |
| DFPG Investments, LLC | 24,079 | $7.29M | 2.76% | +2,842+13.4% | Added |
| Gateway Advisory, LLC | 25,703 | $7.25M | 1.51% | +2,290+9.8% | Added |
| Brooks, Moore & Associates, Inc. | 25,696 | $7.24M | 4.74% | −250−1.0% | Reduced |
| Aurora Investment Managers, LLC. | 25,687 | $7.24M | 7.36% | −1,273−4.7% | Reduced |
| Stelac Advisory Services LLC | 25,615 | $7.22M | 1.94% | −3,705−12.6% | Reduced |
| Legato Capital Management LLC | 25,564 | $7.21M | 1.37% | −7,614−22.9% | Reduced |
| River & Mercantile Asset Management LLP | 25,558 | $7.20M | 0.56% | −16,765−39.6% | Reduced |
| First PREMIER Bank | 25,473 | $7.18M | 2.04% | +2,466+10.7% | Added |
| Asset Management Corp | 25,407 | $7.16M | 4.48% | −557−2.1% | Reduced |
| Strategic Investment Advisors | 25,385 | $7.16M | 1.57% | +647+2.6% | Added |
| Schneider Downs Wealth Management Advisors, LP | 25,331 | $7.14M | 1.84% | +2,039+8.8% | Added |
| Pacitti Group Inc. | 25,311 | $7.14M | 4.46% | – | – |
| First City Capital Management, Inc. | 25,262 | $7.12M | 4.01% | +38+0.2% | Added |
| Aspen Investment Management Inc | 25,252 | $7.12M | 3.77% | −746−2.9% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 25,248 | $7.12M | 2.12% | −4,755−15.8% | Reduced |
| Insight Advisors, LLC | 21,154 | $7.12M | 2.13% | −260−1.2% | Reduced |
| Manchester Capital Management LLC | 25,242 | $7.12M | 0.97% | +3,258+14.8% | Added |
| Lorne Steinberg Wealth Management Inc. | 25,206 | $7.11M | 3.44% | −30.0% | Reduced |
| Ami Investment Management Inc | 25,194 | $7.10M | 3.04% | +30.0% | Added |
| Morris Capital Advisors, LLC | 25,193 | $7.10M | 5.60% | −875−3.4% | Reduced |
| Crescent Capital Consulting, LLC | 25,111 | $7.08M | 1.30% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 25,091 | $7.07M | 4.71% | +2,172+9.5% | Added |
| Wrapmanager Inc | 25,087 | $7.07M | 1.85% | −3,553−12.4% | Reduced |
| Sunflower Bank, N.A. | 25,067 | $7.07M | 1.00% | +3,199+14.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 25,049 | $7.06M | 0.02% | −725−2.8% | Reduced |
| 3G Capital Partners LP | 25,000 | $7.05M | 1.53% | −5,000−16.7% | Reduced |
| Harbor Advisors LLC | 25,000 | $7.05M | 1.41% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 25,000 | $7.05M | 5.71% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 24,997 | $7.05M | 0.49% | −760−3.0% | Reduced |
| Freed Investment Group | 24,979 | $7.04M | 5.37% | +219+0.9% | Added |
| Congress Park Capital LLC | 24,934 | $7.03M | 3.60% | −495−1.9% | Reduced |
| Keeler Thomas Management LLC | 24,808 | $7.00M | 3.33% | +608+2.5% | Added |
| Bingham Osborn & Scarborough LLC | 24,798 | $6.99M | 0.49% | −162−0.6% | Reduced |
| Bouvel Investment Partners, LLC | 24,758 | $6.98M | 3.95% | +639+2.6% | Added |
| Slow Capital, Inc. | 24,719 | $6.97M | 1.28% | −2,157−8.0% | Reduced |
| Cito Capital Group, LLC | 24,701 | $6.96M | 3.26% | 00.0% | Unchanged |
| Camden Capital, LLC | 24,687 | $6.96M | 1.40% | +614+2.6% | Added |
| Personal Cfo Solutions, LLC | 24,678 | $6.96M | 1.43% | −4,691−16.0% | Reduced |