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 |
|---|---|---|---|---|---|
| Castle Rock Wealth Management, LLC | 20,645 | $6.96M | 2.38% | −1,813−8.1% | Reduced |
| Beaumont Asset Management, L.L.C. | 24,642 | $6.95M | 5.17% | +696+2.9% | Added |
| Breakline Capital LLC | 24,642 | $6.95M | 5.70% | +10,980+80.4% | Added |
| Aft, Forsyth & Company, Inc. | 24,591 | $6.93M | 3.73% | +530+2.2% | Added |
| Beta Wealth Group, Inc. | 24,605 | $6.93M | 5.00% | −1,431−5.5% | Reduced |
| Strong Tower Advisory Services | 23,361 | $6.92M | 4.03% | +23,361 | New |
| Bradley & Co. Private Wealth Management, LLC | 24,548 | $6.92M | 5.97% | −409−1.6% | Reduced |
| Marathon Capital Management | 24,529 | $6.92M | 1.57% | +6,248+34.2% | Added |
| Ayalon Holdings Ltd. | 23,918 | $6.92M | 2.49% | −825−3.3% | Reduced |
| Fort Point Capital Partners LLC | 24,517 | $6.91M | 1.07% | +8,054+48.9% | Added |
| Stolper Co | 24,431 | $6.89M | 3.29% | −205−0.8% | Reduced |
| Wambolt & Associates, LLC | 23,772 | $6.87M | 2.76% | +957+4.2% | Added |
| Childress Capital Advisors, LLC | 24,325 | $6.86M | 2.79% | +2,542+11.7% | Added |
| Connolly Sarah T. | 24,318 | $6.86M | 5.64% | −615−2.5% | Reduced |
| Kingfisher Capital LLC | 24,318 | $6.86M | 1.78% | +492+2.1% | Added |
| Berger Financial Group, Inc | 24,310 | $6.85M | 1.24% | +1,309+5.7% | Added |
| Zevenbergen Capital Investments LLC | 24,278 | $6.84M | 0.13% | +636+2.7% | Added |
| Applied Research Investments, LLC | 24,272 | $6.84M | 2.28% | −998−3.9% | Reduced |
| Clear Perspective Advisors, LLC | 24,240 | $6.83M | 2.34% | −1,582−6.1% | Reduced |
| EagleClaw Capital Managment, LLC | 24,234 | $6.83M | 1.76% | +911+3.9% | Added |
| Bridgewater Advisors Inc. | 24,173 | $6.82M | 1.88% | +218+0.9% | Added |
| Sutton Wealth Advisors Inc. | 24,155 | $6.81M | 2.51% | +120.0% | Added |
| Quest Capital Management Inc | 24,147 | $6.81M | 1.34% | +369+1.6% | Added |
| Mraz, Amerine & Associates, Inc. | 24,143 | $6.81M | 1.86% | −519−2.1% | Reduced |
| Mather Group, LLC. | 24,116 | $6.80M | 0.16% | −587−2.4% | Reduced |
| Amica Retiree Medical Trust | 24,102 | $6.79M | 6.14% | −10,620−30.6% | Reduced |
| Providence Wealth Advisors, LLC | 23,704 | $6.79M | 4.72% | −945−3.8% | Reduced |
| Stenahm Asset Managment Ltd | 24,000 | $6.77M | 4.41% | 00.0% | Unchanged |
| Surevest, LLC | 23,965 | $6.76M | 1.71% | +764+3.3% | Added |
| Versant Capital Management, Inc | 23,941 | $6.75M | 2.39% | −104−0.4% | Reduced |
| RPg Family Wealth Advisory, LLC | 23,894 | $6.74M | 2.84% | +876+3.8% | Added |
| Parkside Financial Bank & Trust | 23,893 | $6.74M | 1.98% | −111−0.5% | Reduced |
| Peloton Wealth Strategists | 23,879 | $6.73M | 2.76% | −674−2.7% | Reduced |
| Financial Engines Advisors L.L.C. | 23,872 | $6.73M | 0.02% | −12−0.1% | Reduced |
| CNB Bank | 23,873 | $6.73M | 4.04% | +1,044+4.6% | Added |
| Pinnacle Bancorp, Inc. | 23,781 | $6.70M | 2.68% | +5,449+29.7% | Added |
| Valley Brook Capital Group | 23,741 | $6.69M | 6.63% | −515−2.1% | Reduced |
| Mount Vernon Associates Inc | 23,732 | $6.69M | 6.13% | −50.0% | Reduced |
| TBH Global Asset Management, LLC | 23,727 | $6.69M | 1.55% | −631−2.6% | Reduced |
| Heritage Way Advisors, LLC | 23,712 | $6.68M | 2.78% | −497−2.1% | Reduced |
| Monument Capital Management | 23,636 | $6.66M | 2.27% | +48+0.2% | Added |
| FinTrust Capital Advisors, LLC | 23,626 | $6.66M | 1.77% | +563+2.4% | Added |
| West Family Investments, Inc. | 23,608 | $6.66M | 1.77% | +2,152+10.0% | Added |
| Key Financial Inc | 23,607 | $6.66M | 3.77% | −87−0.4% | Reduced |
| Souders Financial Advisors | 23,572 | $6.65M | 2.14% | +819+3.6% | Added |
| JB Capital LLC | 23,572 | $6.64M | 0.86% | +23,572 | New |
| Alcosta Capital Management, Inc. | 23,568 | $6.64M | 4.05% | +167+0.7% | Added |
| QVR LLC | 23,505 | $6.63M | 13.55% | +23,505 | New |
| Security Asset Management | 23,462 | $6.61M | 2.68% | −73−0.3% | Reduced |
| Optas, LLC | 23,406 | $6.60M | 1.92% | −1,678−6.7% | Reduced |
| Trinity Legacy Partners, LLC | 23,370 | $6.59M | 2.37% | −2,157−8.4% | Reduced |
| Financial Network Wealth Management LLC | 23,346 | $6.58M | 3.76% | +29+0.1% | Added |
| Atlas Brown,Inc. | 23,303 | $6.57M | 2.86% | −130−0.6% | Reduced |
| Cunning Capital Partners, LP | 23,275 | $6.56M | 3.46% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 23,265 | $6.56M | 3.48% | +412+1.8% | Added |
| Parisi Gray Wealth Management | 22,689 | $6.56M | 2.71% | −91−0.4% | Reduced |
| Somerset Group LLC | 23,249 | $6.55M | 4.74% | −512−2.2% | Reduced |
| Cary Street Partners Asset Management LLC | 23,230 | $6.55M | 2.31% | −128−0.5% | Reduced |
| Emerald Advisers, LLC | 23,216 | $6.54M | 0.24% | +10.0% | Added |
| Davis-Rea Ltd. | 23,193 | $6.54M | 3.20% | +335+1.5% | Added |
| Charles Schwab Trust Co | 23,168 | $6.53M | 1.28% | +1,903+8.9% | Added |
| Tempus Wealth Planning, LLC | 23,130 | $6.52M | 3.69% | +347+1.5% | Added |
| Hengehold Capital Management LLC | 23,069 | $6.50M | 0.86% | +313+1.4% | Added |
| Oak Harvest Investment Services | 23,024 | $6.49M | 1.89% | +2,774+13.7% | Added |
| Laffer Tengler Investments | 23,005 | $6.49M | 1.88% | +7,687+50.2% | Added |
| San Luis Wealth Advisors LLC | 22,980 | $6.48M | 3.61% | +22,980 | New |
| Bangor Savings Bank | 22,975 | $6.48M | 0.67% | +370+1.6% | Added |
| Institutional & Family Asset Management, LLC | 22,972 | $6.48M | 1.04% | −899−3.8% | Reduced |
| Moseley Investment Management Inc | 22,402 | $6.48M | 3.24% | +689+3.2% | Added |
| Canal Capital Management, LLC | 22,947 | $6.47M | 1.84% | −458−2.0% | Reduced |
| Strategic Financial Services, Inc, | 22,926 | $6.46M | 0.51% | −1,292−5.3% | Reduced |
| Leisure Capital Management | 22,912 | $6.46M | 3.48% | −220−1.0% | Reduced |
| Intellectus Partners, LLC | 22,898 | $6.46M | 1.56% | −4,162−15.4% | Reduced |
| Boxwood Ventures, Inc. | 22,898 | $6.46M | 15.04% | +22,898 | New |
| Affiance Financial, LLC | 22,884 | $6.45M | 2.81% | +27+0.1% | Added |
| Canton Hathaway, LLC | 22,870 | $6.45M | 1.85% | +1,000+4.6% | Added |
| MCF Advisors LLC | 22,867 | $6.45M | 0.65% | +2,008+9.6% | Added |
| Stableford Capital II LLC | 21,284 | $6.44M | 3.27% | −2,629−11.0% | Reduced |
| Fruth Investment Management | 22,854 | $6.44M | 1.98% | −50.0% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 22,823 | $6.43M | 5.66% | −427−1.8% | Reduced |
| Greystone Financial Group, LLC | 22,780 | $6.42M | 1.91% | −8,920−28.1% | Reduced |
| New Potomac Partners, LLC | 22,765 | $6.42M | 4.43% | −635−2.7% | Reduced |
| State of Wyoming | 22,748 | $6.41M | 4.12% | −4,389−16.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 22,691 | $6.40M | 1.13% | −815−3.5% | Reduced |
| Consolidated Investment Group LLC | 22,689 | $6.40M | 1.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 22,636 | $6.38M | 0.36% | +22,636 | New |
| Quattro Financial Advisors LLC | 20,609 | $6.37M | 1.70% | +563+2.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 22,570 | $6.36M | 4.58% | −783−3.4% | Reduced |
| Eisler Capital (UK) Ltd. | 22,544 | $6.36M | 0.75% | +22,544 | New |
| Financial Advisory Service, Inc. | 22,518 | $6.35M | 0.59% | +554+2.5% | Added |
| United Fire Group Inc | 22,500 | $6.34M | 3.17% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 22,424 | $6.32M | 0.87% | −300−1.3% | Reduced |
| Rosenbaum Jay D. | 22,425 | $6.32M | 10.51% | −262−1.2% | Reduced |
| High Pines Wealth Management, LLC | 22,399 | $6.32M | 4.34% | +921+4.3% | Added |
| Regency Capital Management Inc. | 22,383 | $6.31M | 4.44% | +604+2.8% | Added |
| Merit Financial Group, LLC | 22,285 | $6.28M | 0.66% | +1,120+5.3% | Added |
| Brightworth | 22,279 | $6.28M | 0.57% | +1,271+6.1% | Added |
| Klingman & Associates, LLC | 22,272 | $6.28M | 0.59% | −614−2.7% | Reduced |
| WBI Investments | 23,068 | $6.28M | 1.05% | +23,068 | New |
| Balentine LLC | 22,236 | $6.27M | 0.25% | +7,248+48.4% | Added |