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 |
|---|---|---|---|---|---|
| EPG Wealth Management LLC | 17,213 | $4.85M | 1.95% | +492+2.9% | Added |
| Garrison Point Advisors, LLC | 17,209 | $4.85M | 3.53% | −763−4.2% | Reduced |
| Advisors Management Group Inc | 17,185 | $4.84M | 1.50% | −71−0.4% | Reduced |
| Gsa Capital Partners LLP | 17,152 | $4.83M | 0.49% | +5,737+50.3% | Added |
| Optimal Asset Management, Inc. | 17,100 | $4.82M | 0.60% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 17,091 | $4.82M | 0.02% | −19,909−53.8% | Reduced |
| Crystal Rock Capital Management | 17,070 | $4.81M | 2.56% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 17,065 | $4.81M | 2.12% | +189+1.1% | Added |
| Werlinich Asset Management, LLC | 17,046 | $4.81M | 3.89% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 17,038 | $4.80M | 2.24% | −520−3.0% | Reduced |
| Field & Main Bank | 16,999 | $4.79M | 3.15% | −656−3.7% | Reduced |
| Bordeaux Wealth Advisors LLC | 16,965 | $4.78M | 2.72% | −3,558−17.3% | Reduced |
| Pantheon Investment Group, LLC | 16,971 | $4.78M | 4.11% | −356−2.1% | Reduced |
| United Maritime Capital LLC | 16,950 | $4.78M | 5.32% | −50−0.3% | Reduced |
| Atticus Wealth Management, LLC | 16,949 | $4.78M | 2.10% | −680−3.9% | Reduced |
| Secure Asset Management, LLC | 16,901 | $4.76M | 2.35% | +786+4.9% | Added |
| Successful Portfolios LLC | 16,891 | $4.76M | 2.84% | −85−0.5% | Reduced |
| Kozak & Associates, Inc. | 14,114 | $4.74M | 2.80% | +14,114 | New |
| WealthShield Partners, LLC | 16,807 | $4.74M | 1.27% | −3,078−15.5% | Reduced |
| CAMG Solamere Management, LLC | 16,805 | $4.74M | 3.89% | +643+4.0% | Added |
| Terra Nova Asset Management LLC | 16,781 | $4.73M | 3.80% | +505+3.1% | Added |
| Mizuho Securities USA LLC | 16,715 | $4.71M | 0.48% | −8,731−34.3% | Reduced |
| Stamos Capital Partners, L.P. | 16,700 | $4.71M | 2.63% | −3,300−16.5% | Reduced |
| Steadfast Capital Management (UK) Ltd. | 16,363 | $4.70M | 5.53% | +16,363 | New |
| B&D White Capital Company, LLC | 16,654 | $4.70M | 1.81% | −21,404−56.2% | Reduced |
| Amitell Capital Pte Ltd | 16,620 | $4.69M | 3.05% | −2,592−13.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 16,597 | $4.68M | 0.74% | −134−0.8% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 15,810 | $4.66M | 2.80% | −501−3.1% | Reduced |
| Citadel Investment Advisory, Inc. | 16,484 | $4.65M | 2.88% | 00.0% | Unchanged |
| Trust Co | 16,472 | $4.64M | 1.19% | −1,148−6.5% | Reduced |
| SkyOak Wealth, LLC | 16,451 | $4.64M | 1.25% | +27+0.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 16,439 | $4.63M | 3.34% | −26−0.2% | Reduced |
| Legacy Advisors, LLC | 16,429 | $4.63M | 1.85% | +194+1.2% | Added |
| Main Street Financial Solutions, LLC | 16,418 | $4.63M | 0.71% | +1,577+10.6% | Added |
| Shayne & Co., LLC | 16,398 | $4.62M | 2.67% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 16,339 | $4.61M | 1.00% | −51−0.3% | Reduced |
| Abacus Planning Group, Inc. | 16,291 | $4.59M | 1.46% | −1,908−10.5% | Reduced |
| Amarillo National Bank | 16,281 | $4.59M | 0.95% | −2,720−14.3% | Reduced |
| Mitchell Sinkler & Starr | 16,277 | $4.59M | 4.15% | +59+0.4% | Added |
| Wolff Wiese Magana LLC | 16,254 | $4.58M | 3.23% | −113−0.7% | Reduced |
| Robbins Farley LLC | 16,248 | $4.58M | 3.38% | −1,447−8.2% | Reduced |
| Bienville Capital Management, LLC | 16,245 | $4.58M | 2.62% | 00.0% | Unchanged |
| MU Investments Co., Ltd. | 16,090 | $4.57M | 4.90% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 16,211 | $4.57M | 3.36% | +168+1.0% | Added |
| Newport Wealth Strategies, Inc. | 16,208 | $4.57M | 2.76% | −494−3.0% | Reduced |
| Delphi Financial Group, Inc. | 16,200 | $4.57M | 1.34% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 16,180 | $4.57M | 0.28% | +12+0.1% | Added |
| Global Trust Asset Management, LLC | 16,187 | $4.56M | 2.04% | −727−4.3% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 16,186 | $4.56M | 2.17% | −11,758−42.1% | Reduced |
| Orser Capital Management, LLC | 16,146 | $4.55M | 2.57% | +350+2.2% | Added |
| Kadensa Capital Ltd | 16,137 | $4.55M | 2.65% | +16,137 | New |
| Thomas White International Ltd | 16,132 | $4.55M | 0.66% | −80.0% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 16,117 | $4.54M | 1.26% | −1,022−6.0% | Reduced |
| Lindbrook Capital, LLC | 16,112 | $4.54M | 1.19% | −6,983−30.2% | Reduced |
| Bennett Selby Investments LP | 16,089 | $4.54M | 2.96% | +1,355+9.2% | Added |
| Red Spruce Capital, LLC | 16,081 | $4.53M | 2.65% | −29−0.2% | Reduced |
| Trustco Bank Corp N Y | 16,083 | $4.53M | 4.23% | +315+2.0% | Added |
| Investors Asset Management of Georgia Inc | 16,046 | $4.52M | 2.35% | +66+0.4% | Added |
| Capstone Financial Advisors, Inc. | 16,024 | $4.52M | 0.35% | +1,825+12.9% | Added |
| Bell & Brown Wealth Advisors, LLC | 16,025 | $4.52M | 2.44% | +16,025 | New |
| Strategic Wealth Designers | 15,938 | $4.51M | 1.35% | +2,324+17.1% | Added |
| David Loasby | 15,981 | $4.51M | 0.57% | +1,171+7.9% | Added |
| Vigilare Wealth Management | 15,942 | $4.49M | 2.78% | −369−2.3% | Reduced |
| CoreFirst Bank & Trust | 15,923 | $4.49M | 3.11% | −553−3.4% | Reduced |
| Sax Wealth Advisors, LLC | 15,911 | $4.49M | 1.06% | +333+2.1% | Added |
| Wedgewood Investors Inc | 15,890 | $4.48M | 5.82% | −343−2.1% | Reduced |
| Gries Financial LLC | 15,873 | $4.47M | 1.40% | −5,529−25.8% | Reduced |
| Cim, LLC | 13,313 | $4.47M | 0.70% | −60.0% | Reduced |
| Courage Capital Management LLC | 15,861 | $4.47M | 2.41% | 00.0% | Unchanged |
| KCS Wealth Advisory | 15,848 | $4.47M | 2.11% | +374+2.4% | Added |
| Magnolia Capital Advisors LLC | 15,833 | $4.46M | 1.56% | +3,176+25.1% | Added |
| Watchman Group, Inc. | 15,830 | $4.46M | 2.88% | −761−4.6% | Reduced |
| Capital Advisors Wealth Management, LLC | 15,809 | $4.46M | 1.58% | −91−0.6% | Reduced |
| Mountain Capital Investment Advisors, Inc | 15,085 | $4.45M | 2.35% | +261+1.8% | Added |
| JBJ Investment Partners, LLC | 15,770 | $4.45M | 0.92% | 00.0% | Unchanged |
| Financial Consulate, Inc | 15,766 | $4.45M | 1.61% | +405+2.6% | Added |
| Phoenix Wealth Advisors | 15,748 | $4.44M | 3.32% | −5,235−24.9% | Reduced |
| Ar Asset Management Inc | 15,750 | $4.44M | 1.24% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 15,743 | $4.44M | 0.58% | −100−0.6% | Reduced |
| Wealth Advisory Solutions, LLC | 15,735 | $4.44M | 0.99% | +1,826+13.1% | Added |
| Roof Eidam & Maycock | 15,707 | $4.43M | 1.63% | −391−2.4% | Reduced |
| McLean Asset Management Corp | 14,218 | $4.41M | 1.69% | +561+4.1% | Added |
| Carl P. Sherr & Co., LLC | 15,584 | $4.39M | 3.51% | −20.0% | Reduced |
| Alta Wealth Advisors LLC | 15,582 | $4.39M | 3.19% | −39−0.2% | Reduced |
| Am Investment Strategies LLC | 15,583 | $4.39M | 1.15% | +18+0.1% | Added |
| Full Sail Capital, LLC | 15,576 | $4.39M | 0.38% | −1,525−8.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,564 | $4.39M | 2.54% | −25−0.2% | Reduced |
| Heritage Wealth Management, LLC | 15,541 | $4.38M | 1.56% | +1,044+7.2% | Added |
| Liberty Wealth Management LLC | 15,421 | $4.38M | 1.56% | −5,683−26.9% | Reduced |
| Capital Advantage, Inc. | 15,510 | $4.37M | 1.18% | −75−0.5% | Reduced |
| RWM Asset Management, LLC | 15,506 | $4.37M | 0.88% | −5,096−24.7% | Reduced |
| Perkins Capital Management Inc | 15,493 | $4.37M | 2.70% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 15,483 | $4.37M | 1.31% | −718−4.4% | Reduced |
| Cozad Asset Management Inc | 15,480 | $4.36M | 0.68% | −55−0.4% | Reduced |
| Blue Zone Wealth Advisors, LLC | 15,367 | $4.33M | 1.50% | +25+0.2% | Added |
| Addison Capital Co | 15,346 | $4.33M | 2.00% | −17−0.1% | Reduced |
| Perpetual Investment Management Ltd | 15,344 | $4.33M | 0.55% | +1,459+10.5% | Added |
| Southeast Asset Advisors Inc. | 15,337 | $4.32M | 0.71% | −141−0.9% | Reduced |
| Sittner & Nelson, LLC | 15,336 | $4.32M | 2.79% | −9−0.1% | Reduced |
| Sage Rhino Capital LLC | 15,333 | $4.32M | 1.31% | +235+1.6% | Added |