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 |
|---|---|---|---|---|---|
| Intrua Financial, LLC | 19,349 | $6.25M | 1.15% | +3,257+20.2% | Added |
| Delta Investment Management, LLC | 22,092 | $6.23M | 1.96% | +685+3.2% | Added |
| Gyon Technologies Capital Management, LP | 22,053 | $6.22M | 1.67% | +17,941+436.3% | Added |
| Bank of Stockton | 22,047 | $6.21M | 1.90% | −582−2.6% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 22,000 | $6.20M | 2.96% | +650+3.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 21,993 | $6.20M | 1.13% | +16,746+319.2% | Added |
| Dudley & Shanley, Inc. | 21,959 | $6.19M | 1.09% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 21,886 | $6.17M | 4.58% | −330−1.5% | Reduced |
| Van Den Berg Management I, Inc | 21,877 | $6.17M | 1.21% | −79−0.4% | Reduced |
| Keudell/Morrison Wealth Management | 21,872 | $6.17M | 2.65% | −614−2.7% | Reduced |
| TRH Financial, LLC | 21,864 | $6.16M | 2.43% | +3,734+20.6% | Added |
| Brooktree Capital Management | 21,859 | $6.16M | 3.93% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 21,818 | $6.15M | 3.86% | +43+0.2% | Added |
| BFT Financial Group, LLC | 21,780 | $6.14M | 1.14% | −542−2.4% | Reduced |
| Mathes Company, Inc. | 21,765 | $6.14M | 2.28% | −1,560−6.7% | Reduced |
| Golden State Wealth Management, LLC | 21,765 | $6.14M | 1.33% | −176−0.8% | Reduced |
| HC Financial Advisors Inc | 21,735 | $6.13M | 3.68% | −356−1.6% | Reduced |
| Snider Financial Group | 18,462 | $6.12M | 2.67% | −911−4.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 21,713 | $6.12M | 1.82% | −930−4.1% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 21,655 | $6.11M | 4.59% | +167+0.8% | Added |
| Summit Financial Strategies, Inc. | 21,630 | $6.10M | 1.27% | +16+0.1% | Added |
| Eos Management, L.P. | 21,620 | $6.09M | 3.79% | 00.0% | Unchanged |
| Private Capital Group, LLC | 21,594 | $6.09M | 1.37% | +3,474+19.2% | Added |
| Harbor Financial Services, LLC | 21,550 | $6.08M | 2.65% | +2,772+14.8% | Added |
| Hudson Value Partners, LLC | 21,525 | $6.07M | 3.34% | −205−0.9% | Reduced |
| HM Capital Management, LLC | 21,513 | $6.07M | 2.63% | −543−2.5% | Reduced |
| Page Arthur B | 21,490 | $6.06M | 4.50% | −1,127−5.0% | Reduced |
| Compton Wealth Advisory Group, LLC | 21,454 | $6.05M | 2.84% | −675−3.1% | Reduced |
| WD Rutherford LLC | 21,436 | $6.04M | 3.28% | −2,012−8.6% | Reduced |
| Warther Private Wealth, LLC | 20,870 | $6.03M | 5.38% | +51+0.2% | Added |
| Blue Edge Capital, LLC | 21,377 | $6.03M | 1.26% | +23+0.1% | Added |
| Breiter Capital Management Inc | 21,365 | $6.02M | 3.44% | +179+0.8% | Added |
| Catalyst Capital Advisors LLC | 21,331 | $6.01M | 0.30% | −350−1.6% | Reduced |
| Financial Advisors, LLC | 21,317 | $6.01M | 2.03% | +366+1.7% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 21,303 | $6.00M | 3.50% | −8,023−27.4% | Reduced |
| MTM Investment Management, LLC | 21,249 | $5.99M | 3.25% | −796−3.6% | Reduced |
| Dohj, LLC | 18,058 | $5.99M | 2.84% | +426+2.4% | Added |
| Lee Financial Co | 21,233 | $5.99M | 1.24% | +144+0.7% | Added |
| Marino, Stram & Associates LLC | 21,092 | $5.95M | 2.06% | −43,183−67.2% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 21,084 | $5.94M | 1.63% | −18,357−46.5% | Reduced |
| Bell Bank | 21,064 | $5.94M | 0.74% | −14,368−40.6% | Reduced |
| Centerpoint Advisors, LLC | 21,032 | $5.93M | 2.83% | −173−0.8% | Reduced |
| Empowered Funds, LLC | 21,000 | $5.92M | 0.76% | +21,000 | New |
| Proem Advisors LLC | 21,000 | $5.92M | 5.10% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 20,992 | $5.92M | 3.14% | −202−1.0% | Reduced |
| Diversified Investment Strategies, LLC | 20,982 | $5.92M | 4.38% | −190−0.9% | Reduced |
| Prospector Partners LLC | 20,975 | $5.91M | 0.76% | −500−2.3% | Reduced |
| Capital Management Associates | 20,942 | $5.90M | 5.82% | −31−0.1% | Reduced |
| GYL Financial Synergies, LLC | 20,879 | $5.89M | 3.01% | +1,035+5.2% | Added |
| Covenant Multifamily Offices, LLC | 20,381 | $5.88M | 1.06% | +1,140+5.9% | Added |
| Elgethun Capital Management | 20,844 | $5.88M | 2.03% | +142+0.7% | Added |
| Palouse Capital Management, Inc. | 20,834 | $5.87M | 2.61% | −598−2.8% | Reduced |
| S.A. Mason LLC | 20,804 | $5.87M | 3.86% | +136+0.7% | Added |
| Calton & Associates, Inc. | 20,681 | $5.83M | 1.28% | −1,700−7.6% | Reduced |
| IMA Wealth, Inc. | 20,657 | $5.82M | 1.38% | −1,881−8.3% | Reduced |
| Tru Independence Asset Management 2, LLC | 20,587 | $5.80M | 4.12% | +1,658+8.8% | Added |
| Brandes Investment Partners, LP | 20,573 | $5.80M | 0.13% | +2,014+10.9% | Added |
| Adams Asset Advisors, LLC | 20,547 | $5.79M | 1.17% | 00.0% | Unchanged |
| Ardsley Advisory Partners LP | 20,500 | $5.78M | 1.21% | +6,000+41.4% | Added |
| Alaethes Wealth LLC | 20,463 | $5.77M | 4.20% | −529−2.5% | Reduced |
| George Kaiser Family Foundation | 20,438 | $5.76M | 0.96% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 20,418 | $5.76M | 1.69% | +1,306+6.8% | Added |
| Bull Street Advisors, LLC | 20,402 | $5.75M | 2.97% | +27+0.1% | Added |
| First Commonwealth Financial Corp | 20,387 | $5.75M | 2.07% | −1,394−6.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 20,376 | $5.74M | 1.30% | −3,753−15.6% | Reduced |
| Wealth Management Associates, Inc. | 20,365 | $5.74M | 3.36% | −257−1.2% | Reduced |
| Pure Financial Advisors, Inc. | 20,365 | $5.74M | 0.44% | +1,089+5.6% | Added |
| Pinkerton Retirement Specialists, LLC | 20,352 | $5.74M | 1.11% | +94+0.5% | Added |
| Banco de Sabadell, S.A | 20,316 | $5.73M | 3.85% | −1,099−5.1% | Reduced |
| Optimum Investment Advisors | 20,265 | $5.71M | 2.41% | −11,899−37.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 20,245 | $5.71M | 4.15% | −1,382−6.4% | Reduced |
| Wittenberg Investment Management, Inc. | 20,234 | $5.70M | 2.19% | −139−0.7% | Reduced |
| Port Capital LLC | 20,194 | $5.69M | 0.29% | −22−0.1% | Reduced |
| S.E.E.D. Planning Group LLC | 20,184 | $5.69M | 2.68% | −1,652−7.6% | Reduced |
| SlateStone Wealth, LLC | 20,163 | $5.68M | 1.30% | +635+3.3% | Added |
| TrimTabs Asset Management, LLC | 18,951 | $5.67M | 2.75% | +1,273+7.2% | Added |
| Peregrine Asset Advisers, Inc. | 20,113 | $5.67M | 2.90% | −7,649−27.6% | Reduced |
| Forte Capital LLC | 20,083 | $5.66M | 0.77% | +1,873+10.3% | Added |
| TCG Advisory Services, LLC | 20,072 | $5.66M | 1.49% | +229+1.2% | Added |
| Karpas Strategies, LLC | 16,972 | $5.65M | 1.87% | −651−3.7% | Reduced |
| InTrack Investment Management Inc | 17,154 | $5.65M | 4.12% | −878−4.9% | Reduced |
| DeDora Capital, Inc. | 20,027 | $5.65M | 2.45% | −1,967−8.9% | Reduced |
| Barbara Oil Co. | 20,000 | $5.64M | 2.64% | 00.0% | Unchanged |
| SRN Advisors, LLC | 19,974 | $5.63M | 2.61% | −6,237−23.8% | Reduced |
| Aviance Capital Partners, LLC | 19,958 | $5.63M | 0.99% | −311−1.5% | Reduced |
| Peninsula Asset Management Inc | 19,934 | $5.62M | 2.89% | +636+3.3% | Added |
| Cape Ann Savings Bank | 19,925 | $5.62M | 3.63% | −97−0.5% | Reduced |
| Anabranch Capital Management, LP | 19,871 | $5.60M | 3.22% | +19,871 | New |
| Capstone Triton Financial Group, LLC | 18,162 | $5.60M | 3.37% | +43+0.2% | Added |
| First United Bank Trust | 19,806 | $5.58M | 2.28% | −158−0.8% | Reduced |
| Octavia Wealth Advisors, LLC | 19,771 | $5.57M | 1.42% | +52+0.3% | Added |
| Maven Securities LTD | 19,615 | $5.53M | 0.63% | +19,615 | New |
| Bennicas & Associates, Inc. | 19,546 | $5.51M | 3.10% | −100−0.5% | Reduced |
| Cottage Street Advisors LLC | 19,534 | $5.51M | 3.70% | −181−0.9% | Reduced |
| Progeny 3, Inc. | 19,520 | $5.50M | 1.37% | +36+0.2% | Added |
| Gs Investments, Inc. | 19,521 | $5.50M | 2.88% | +19,521 | New |
| Capital One Financial Corp | 19,498 | $5.50M | 0.68% | −288−1.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 19,488 | $5.49M | 2.45% | −66−0.3% | Reduced |
| Crescent Grove Advisors, LLC | 19,482 | $5.49M | 0.58% | +665+3.5% | Added |
| Beacon Financial Group | 19,306 | $5.48M | 0.76% | +172+0.9% | Added |