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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 19,446 | $5.48M | 1.21% | +6,561+50.9% | Added |
| Bluesphere Advisors, LLC | 19,426 | $5.48M | 5.26% | −60−0.3% | Reduced |
| RB Capital Management, LLC | 19,404 | $5.47M | 2.06% | +952+5.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 19,384 | $5.46M | 2.37% | +228+1.2% | Added |
| RDA Financial Network | 19,364 | $5.46M | 2.40% | +108+0.6% | Added |
| Convergence Investment Partners, LLC | 19,302 | $5.44M | 2.92% | −1,565−7.5% | Reduced |
| Founders Financial Securities LLC | 19,273 | $5.43M | 1.09% | +55+0.3% | Added |
| Creegan & Nassoura Financial Group, LLC | 19,269 | $5.43M | 4.63% | −115−0.6% | Reduced |
| Montgomery Investment Management Inc | 19,265 | $5.43M | 2.03% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 19,261 | $5.43M | 4.18% | −714−3.6% | Reduced |
| US Asset Management LLC | 19,245 | $5.43M | 5.26% | +19,245 | New |
| Sterling Investment Management, Inc. | 19,228 | $5.42M | 3.46% | −2,923−13.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 19,242 | $5.42M | 0.73% | −2,645−12.1% | Reduced |
| StoneX Group Inc. | 19,219 | $5.42M | 0.78% | +406+2.2% | Added |
| KWMG, LLC | 19,214 | $5.42M | 0.79% | −43−0.2% | Reduced |
| WC Walker & Associates, Inc. | 19,203 | $5.41M | 2.90% | −26−0.1% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 19,177 | $5.41M | 2.17% | −5,093−21.0% | Reduced |
| Security National Bank of So Dak | 19,156 | $5.40M | 4.13% | −2,011−9.5% | Reduced |
| Madden Securities Corp | 19,151 | $5.40M | 2.92% | −4,780−20.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 19,116 | $5.39M | 2.23% | −752−3.8% | Reduced |
| Nicholas Investment Partners, LP | 19,090 | $5.38M | 0.39% | +5,331+38.7% | Added |
| Lakeview Capital Partners, LLC | 19,052 | $5.37M | 2.48% | −1,931−9.2% | Reduced |
| Resonant Capital Advisors, LLC | 19,053 | $5.37M | 0.93% | +1,773+10.3% | Added |
| Security National Bank of Sioux City Iowa | 19,042 | $5.37M | 4.13% | +196+1.0% | Added |
| Olstein Capital Management, L.P. | 19,000 | $5.36M | 0.66% | −2,000−9.5% | Reduced |
| United Bank | 18,996 | $5.36M | 3.40% | +295+1.6% | Added |
| Cable Hill Partners, LLC | 18,967 | $5.35M | 1.29% | −3,720−16.4% | Reduced |
| AllGen Financial Advisors, Inc. | 18,955 | $5.34M | 4.36% | −800−4.0% | Reduced |
| Fairhaven Wealth Management, LLC | 18,941 | $5.34M | 2.20% | +956+5.3% | Added |
| Tower View Investment Management & Research LLC | 18,932 | $5.34M | 2.96% | +569+3.1% | Added |
| GFG Capital, LLC | 18,913 | $5.33M | 1.68% | −3,536−15.8% | Reduced |
| Pacifica Partners Inc. | 17,800 | $5.32M | 3.88% | −232−1.3% | Reduced |
| SignalPoint Asset Management, LLC | 18,846 | $5.31M | 1.70% | −1,750−8.5% | Reduced |
| Cardan Capital Partners, LLC | 18,843 | $5.31M | 0.59% | −20−0.1% | Reduced |
| Leelyn Smith, LLC | 18,831 | $5.31M | 1.54% | +313+1.7% | Added |
| First Command Bank | 18,825 | $5.31M | 0.91% | −130−0.7% | Reduced |
| First Command Financial Services, Inc. | 18,825 | $5.31M | 0.91% | −130−0.7% | Reduced |
| Reik & Co., LLC | 18,809 | $5.30M | 1.37% | +295+1.6% | Added |
| Wealth Advisors of Tampa Bay, LLC | 18,745 | $5.29M | 2.92% | −652−3.4% | Reduced |
| Russell Clark Investment Management Ltd | 18,700 | $5.27M | 5.25% | 00.0% | Unchanged |
| Matisse Capital | 18,670 | $5.26M | 1.94% | −134−0.7% | Reduced |
| Chickasaw Capital Management LLC | 18,671 | $5.26M | 0.26% | +1,120+6.4% | Added |
| Clarus Group, Inc. | 18,645 | $5.26M | 3.63% | −166−0.9% | Reduced |
| Accredited Investors Inc. | 18,629 | $5.25M | 0.57% | −262−1.4% | Reduced |
| Old Mission Investment Co LLC | 18,612 | $5.25M | 2.12% | +335+1.8% | Added |
| Geneva Capital Management LLC | 18,613 | $5.25M | 0.09% | −542−2.8% | Reduced |
| Cohen Investment Advisors LLC | 18,579 | $5.24M | 4.02% | −47−0.3% | Reduced |
| Axiom Investment Management LLC | 18,562 | $5.23M | 5.26% | −3,604−16.3% | Reduced |
| Winthrop Advisory Group LLC | 18,423 | $5.19M | 1.16% | −576−3.0% | Reduced |
| American Trust Investment Advisors, LLC | 18,420 | $5.19M | 2.92% | +1,376+8.1% | Added |
| First Financial Corp | 18,350 | $5.17M | 3.44% | −427−2.3% | Reduced |
| S. R. Schill & Associates | 18,283 | $5.15M | 2.20% | −2,265−11.0% | Reduced |
| Legacy Financial Advisors, Inc. | 18,276 | $5.15M | 1.26% | +1,654+10.0% | Added |
| Patriot Investment Management Inc. | 18,272 | $5.15M | 0.47% | +49+0.3% | Added |
| Boltwood Capital Management | 18,267 | $5.15M | 2.08% | −200−1.1% | Reduced |
| Blackhawk Capital Partners LLC. | 18,258 | $5.15M | 3.25% | +196+1.1% | Added |
| Trellis Advisors, LLC | 18,253 | $5.14M | 2.64% | +778+4.5% | Added |
| Geller Advisors LLC | 18,248 | $5.14M | 1.12% | +126+0.7% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 18,225 | $5.14M | 0.38% | +79+0.4% | Added |
| Wealth Dimensions Group, Ltd. | 18,225 | $5.14M | 3.29% | +913+5.3% | Added |
| LCM Capital Management Inc | 18,215 | $5.13M | 4.34% | −533−2.8% | Reduced |
| Almanack Investment Partners, LLC. | 18,126 | $5.11M | 0.45% | +1,498+9.0% | Added |
| Blueprint Investment Partners LLC | 18,106 | $5.10M | 2.55% | +11,053+156.7% | Added |
| Warren Averett Asset Management, LLC | 15,350 | $5.10M | 0.44% | +789+5.4% | Added |
| Okabena Investment Services Inc | 18,063 | $5.09M | 2.68% | −6,158−25.4% | Reduced |
| BCJ Capital Management, LLC | 18,060 | $5.09M | 0.53% | +6,232+52.7% | Added |
| FLC Capital Advisors | 18,053 | $5.09M | 1.50% | +200+1.1% | Added |
| Connecticut Wealth Management, LLC | 18,029 | $5.08M | 0.44% | +3,187+21.5% | Added |
| StrongBox Wealth, LLC | 18,025 | $5.08M | 2.85% | −747−4.0% | Reduced |
| Precept Management LLC | 18,000 | $5.08M | 4.83% | 00.0% | Unchanged |
| Advisor Resource Council | 17,984 | $5.07M | 1.55% | −17,166−48.8% | Reduced |
| Retirement Solution Inc. | 17,973 | $5.07M | 2.33% | +601+3.5% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 17,925 | $5.05M | 1.55% | −1,943−9.8% | Reduced |
| IMS Capital Management | 17,851 | $5.03M | 2.91% | −125−0.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 17,844 | $5.03M | 1.59% | −604−3.3% | Reduced |
| Bradley Mark J. | 17,784 | $5.01M | 3.43% | −475−2.6% | Reduced |
| IronBridge Private Wealth, LLC | 17,773 | $5.01M | 3.00% | +15,587+713.0% | Added |
| MONECO Advisors, LLC | 17,760 | $5.01M | 1.98% | +1,259+7.6% | Added |
| Stevens Capital Management LP | 17,741 | $5.00M | 2.10% | −25,669−59.1% | Reduced |
| New Capital Management LP | 17,035 | $4.99M | 2.75% | +17,035 | New |
| Cadian Capital Management, LP | 17,698 | $4.99M | 0.19% | +17,698 | New |
| Financial Sense Advisors, Inc. | 17,693 | $4.99M | 1.67% | −989−5.3% | Reduced |
| Lincluden Management Ltd | 17,662 | $4.98M | 0.50% | −960−5.2% | Reduced |
| SkyView Investment Advisors, LLC | 17,595 | $4.96M | 1.39% | +3,554+25.3% | Added |
| Beaton Management Co. Inc. | 17,576 | $4.96M | 3.28% | +400+2.3% | Added |
| Home Federal Bank of Tennessee | 17,572 | $4.95M | 1.79% | −398−2.2% | Reduced |
| Pearl River Capital, LLC | 17,564 | $4.95M | 1.35% | +17,564 | New |
| Red Cedar Investment Management, LLC | 17,555 | $4.95M | 0.65% | +2,184+14.2% | Added |
| Bassett Hargrove Investment Counsel, LLC | 18,264 | $4.95M | 7.37% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 17,505 | $4.93M | 3.60% | −861−4.7% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 17,500 | $4.93M | 0.21% | 00.0% | Unchanged |
| First National Bank of South Miami | 17,494 | $4.93M | 3.31% | +911+5.5% | Added |
| Accuvest Global Advisors | 17,478 | $4.93M | 2.33% | +67+0.4% | Added |
| Taylor Hoffman Wealth Management | 16,985 | $4.91M | 2.11% | −22−0.1% | Reduced |
| Simon Quick Advisors, LLC | 17,419 | $4.91M | 1.26% | +5,995+52.5% | Added |
| Guardian Investment Management | 17,390 | $4.90M | 3.62% | −6,725−27.9% | Reduced |
| Brookmont Capital Management | 17,363 | $4.89M | 2.89% | −25−0.1% | Reduced |
| Wunderlich Capital Managemnt | 17,296 | $4.88M | 2.35% | +12,880+291.7% | Added |
| MV Capital Management, Inc. | 17,228 | $4.86M | 0.80% | +1,163+7.2% | Added |
| Martin Capital Partners, LLC | 17,226 | $4.86M | 2.45% | +30.0% | Added |