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 |
|---|---|---|---|---|---|
| Total Clarity Wealth Management, Inc. | 15,315 | $4.32M | 2.05% | −172−1.1% | Reduced |
| JSF Financial, LLC | 15,296 | $4.31M | 2.14% | +961+6.7% | Added |
| Swaine & Leidel Wealth Services, LLC | 15,290 | $4.31M | 3.80% | +15,290 | New |
| Meridian Financial Partners LLC | 14,714 | $4.31M | 2.89% | +292+2.0% | Added |
| Aull & Monroe Investment Management Corp | 15,241 | $4.30M | 2.12% | −365−2.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 15,235 | $4.29M | 2.09% | −34−0.2% | Reduced |
| Domani Wealth, LLC | 15,220 | $4.29M | 0.90% | −30−0.2% | Reduced |
| WT Wealth Management | 15,221 | $4.29M | 1.65% | +441+3.0% | Added |
| Invst, LLC | 15,203 | $4.29M | 0.68% | +1,041+7.4% | Added |
| Foster Group, Inc. | 15,183 | $4.28M | 0.42% | +10.0% | Added |
| Rational Advisors LLC | 15,127 | $4.26M | 0.33% | +1,940+14.7% | Added |
| UMA Financial Services, Inc. | 13,988 | $4.25M | 1.17% | +312+2.3% | Added |
| Ashford Capital Management Inc | 15,060 | $4.25M | 0.39% | −357−2.3% | Reduced |
| Shilanski & Associates, Inc. | 15,057 | $4.25M | 1.98% | −3,542−19.0% | Reduced |
| Spouting Rock Asset Management, LLC | 15,048 | $4.24M | 2.11% | −2,630−14.9% | Reduced |
| Running Point Capital Advisors, LLC | 15,037 | $4.24M | 1.88% | +8,498+130.0% | Added |
| D.B. Root & Company, LLC | 15,028 | $4.24M | 1.65% | −1,709−10.2% | Reduced |
| Waddell & Associates, LLC | 15,008 | $4.23M | 0.72% | +5,151+52.3% | Added |
| LexAurum Advisors, LLC | 14,998 | $4.23M | 1.25% | +319+2.2% | Added |
| Shoker Investment Counsel, Inc. | 14,936 | $4.21M | 2.10% | −516−3.3% | Reduced |
| SAM Advisors, LLC | 14,932 | $4.21M | 2.04% | +14,932 | New |
| LifeSteps Financial, Inc. | 14,924 | $4.21M | 3.22% | −27−0.2% | Reduced |
| Apriem Advisors | 14,877 | $4.19M | 0.60% | +170+1.2% | Added |
| Evermay Wealth Management LLC | 14,844 | $4.18M | 0.81% | −661−4.3% | Reduced |
| WNY Asset Management, LLC | 14,858 | $4.18M | 1.45% | +1,217+8.9% | Added |
| Acorn Wealth Advisors, LLC | 14,817 | $4.18M | 2.92% | −140−0.9% | Reduced |
| BSW Wealth Partners | 14,816 | $4.18M | 1.17% | +399+2.8% | Added |
| West Oak Capital, LLC | 14,781 | $4.17M | 1.62% | −565−3.7% | Reduced |
| PDS Planning, Inc | 14,771 | $4.16M | 0.96% | +1,143+8.4% | Added |
| Baystate Wealth Management LLC | 14,743 | $4.16M | 0.41% | −3,986−21.3% | Reduced |
| Garrison Bradford & Associates Inc | 14,742 | $4.16M | 4.23% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 14,370 | $4.15M | 2.14% | −193−1.3% | Reduced |
| Allegheny Financial Group LTD | 14,736 | $4.15M | 1.90% | −484−3.2% | Reduced |
| Agur Provident & Training Funds Management Ltd | 14,728 | $4.15M | 36.74% | −121,472−89.2% | Reduced |
| Zhang Financial LLC | 14,719 | $4.15M | 0.96% | +2,523+20.7% | Added |
| Stanley Capital Management, LLC | 14,695 | $4.14M | 1.53% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 14,672 | $4.14M | 1.93% | −564−3.7% | Reduced |
| Aberdeen Wealth Management LLC | 14,650 | $4.13M | 4.00% | −399−2.7% | Reduced |
| ICW Investment Advisors LLC | 14,644 | $4.13M | 2.67% | −9−0.1% | Reduced |
| Dempze Nancy E | 14,622 | $4.12M | 3.23% | −523−3.5% | Reduced |
| Collective Family Office LLC | 14,620 | $4.12M | 1.77% | −1,398−8.7% | Reduced |
| Ellsworth Advisors, LLC | 14,619 | $4.12M | 1.88% | +181+1.3% | Added |
| Bender Robert & Associates | 14,551 | $4.10M | 1.17% | −30−0.2% | Reduced |
| Sanders Morris Harris LLC | 14,147 | $4.10M | 0.75% | −96−0.7% | Reduced |
| Bond & Devick Financial Network, Inc. | 14,550 | $4.10M | 3.41% | +110+0.8% | Added |
| Norway Savings Bank | 14,510 | $4.09M | 1.93% | +583+4.2% | Added |
| Signature Wealth Management Group | 14,482 | $4.08M | 2.27% | +377+2.7% | Added |
| Acropolis Investment Management, LLC | 14,992 | $4.06M | 0.48% | +488+3.4% | Added |
| Community Capital Management, Inc. | 14,400 | $4.06M | 4.21% | −500−3.4% | Reduced |
| Prudent Man Advisors, LLC | 14,365 | $4.05M | 1.53% | −115−0.8% | Reduced |
| Armor Advisors, L.L.C. | 14,354 | $4.05M | 2.03% | −1,325−8.5% | Reduced |
| Algert Global LLC | 14,354 | $4.05M | 0.54% | +307+2.2% | Added |
| Corsicana & Co. | 14,328 | $4.04M | 2.57% | +70+0.5% | Added |
| Mountain Pacific Investment Advisers Inc | 14,249 | $4.02M | 0.25% | −70−0.5% | Reduced |
| Argent Advisors, Inc. | 14,238 | $4.01M | 2.30% | −562−3.8% | Reduced |
| Butensky & Cohen Financial Security, Inc | 14,199 | $4.00M | 1.59% | −1,411−9.0% | Reduced |
| AGF Investments LLC | 14,139 | $3.99M | 0.39% | −953−6.3% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 14,097 | $3.97M | 2.48% | −76−0.5% | Reduced |
| American State Bank (Iowa) | 14,082 | $3.97M | 3.08% | 00.0% | Unchanged |
| Retirement Capital Strategies | 14,060 | $3.96M | 1.52% | 00.0% | Unchanged |
| Veracity Capital LLC | 14,051 | $3.96M | 1.72% | +228+1.6% | Added |
| Independence Bank of Kentucky | 14,046 | $3.96M | 1.71% | −1,076−7.1% | Reduced |
| Game Creek Capital, LP | 14,000 | $3.95M | 2.09% | −1,125−7.4% | Reduced |
| Weaver Consulting Group | 13,981 | $3.94M | 2.14% | +533+4.0% | Added |
| Fusion Capital, LLC | 13,980 | $3.94M | 2.34% | +824+6.3% | Added |
| Teza Capital Management LLC | 13,927 | $3.93M | 1.89% | −938−6.3% | Reduced |
| Monte Financial Group, LLC | 13,899 | $3.92M | 2.25% | −524−3.6% | Reduced |
| Fiducient Advisors LLC | 13,842 | $3.90M | 1.18% | −2,669−16.2% | Reduced |
| Spotlight Asset Group, Inc. | 13,815 | $3.90M | 1.94% | −1,890−12.0% | Reduced |
| Modus Advisors, LLC | 13,809 | $3.89M | 1.68% | −283−2.0% | Reduced |
| Hemington Wealth Management | 13,809 | $3.89M | 1.43% | −125−0.9% | Reduced |
| Financial Management Network Inc | 13,742 | $3.89M | 1.97% | −954−6.5% | Reduced |
| New England Research & Management, Inc. | 13,775 | $3.88M | 2.03% | −275−2.0% | Reduced |
| Fma Advisory Inc | 13,771 | $3.88M | 1.45% | +1,027+8.1% | Added |
| Sage Mountain Advisors LLC | 13,768 | $3.88M | 0.56% | +779+6.0% | Added |
| Occudo Quantitative Strategies LP | 13,766 | $3.88M | 0.46% | +13,766 | New |
| Pflug Koory, LLC | 13,744 | $3.88M | 2.12% | −675−4.7% | Reduced |
| Clean Yield Group | 13,730 | $3.87M | 1.37% | +64+0.5% | Added |
| Bigelow Investment Advisors, LLC | 13,728 | $3.87M | 1.91% | −406−2.9% | Reduced |
| Altman Advisors, Inc. | 11,659 | $3.87M | 2.14% | −289−2.4% | Reduced |
| Menard Financial Group LLC | 13,701 | $3.86M | 3.39% | +752+5.8% | Added |
| Coastal Bridge Advisors, LLC | 13,697 | $3.86M | 0.89% | −680−4.7% | Reduced |
| Cribstone Capital Management, LLC | 13,688 | $3.86M | 2.30% | +432+3.3% | Added |
| Magnus Financial Group LLC | 13,684 | $3.86M | 0.82% | −630−4.4% | Reduced |
| St. Clair Advisors, LLC | 13,672 | $3.85M | 2.67% | +709+5.5% | Added |
| Cox Capital Mgt LLC | 13,642 | $3.85M | 2.59% | −144−1.0% | Reduced |
| Norris Financial Group, LLC | 13,603 | $3.83M | 2.54% | −56−0.4% | Reduced |
| Summit Asset Management, LLC | 13,598 | $3.83M | 1.20% | −18−0.1% | Reduced |
| Bridgecreek Investment Management, LLC | 13,563 | $3.82M | 0.55% | +130+1.0% | Added |
| First Business Financial Services, Inc. | 13,563 | $3.82M | 0.44% | +439+3.3% | Added |
| BT Wealth Management LLC | 13,556 | $3.82M | 1.19% | +4,083+43.1% | Added |
| Ten Capital Wealth Advisors, LLC | 13,541 | $3.82M | 1.78% | −10,832−44.4% | Reduced |
| DAGCO, Inc. | 13,540 | $3.82M | 1.64% | −54−0.4% | Reduced |
| Glynn Capital Management LLC | 13,536 | $3.82M | 0.33% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 13,526 | $3.81M | 1.67% | +208+1.6% | Added |
| Private Portfolio Partners LLC | 13,502 | $3.81M | 1.09% | +407+3.1% | Added |
| Unison Asset Management LLC | 13,499 | $3.81M | 3.39% | −42−0.3% | Reduced |
| South Shore Capital Advisors | 13,498 | $3.81M | 7.00% | −226−1.6% | Reduced |
| REDW Wealth LLC | 13,480 | $3.80M | 1.21% | +18+0.1% | Added |
| New Jersey Better Educational Savings Trust | 13,464 | $3.80M | 7.53% | 00.0% | Unchanged |