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 |
|---|---|---|---|---|---|
| Ridgecrest Wealth Partners, LLC | 13,460 | $3.79M | 2.07% | +1,420+11.8% | Added |
| Rockbridge Investment Management, LCC | 13,454 | $3.79M | 0.63% | +1,619+13.7% | Added |
| MBL Wealth, LLC | 13,455 | $3.79M | 1.31% | +13,455 | New |
| Acorn Financial Advisory Services Inc | 13,449 | $3.79M | 1.17% | −40,470−75.1% | Reduced |
| Fortis Capital Management LLC | 13,446 | $3.79M | 2.20% | −2,700−16.7% | Reduced |
| Schulhoff & Co Inc | 13,417 | $3.78M | 1.70% | +133+1.0% | Added |
| Wealth Architects, LLC | 13,412 | $3.78M | 0.73% | −715−5.1% | Reduced |
| Austin Private Wealth, LLC | 13,396 | $3.78M | 0.82% | +274+2.1% | Added |
| Game Plan Financial Advisors, LLC | 13,388 | $3.77M | 2.25% | −175−1.3% | Reduced |
| Berkeley Capital Partners, LLC | 13,357 | $3.77M | 1.73% | −46−0.3% | Reduced |
| Latitude Advisors, LLC | 13,347 | $3.76M | 1.21% | +6,642+99.1% | Added |
| Disciplined Investments, LLC | 13,339 | $3.76M | 1.84% | +400+3.1% | Added |
| Orion Capital Management LLC | 13,278 | $3.74M | 2.27% | +43+0.3% | Added |
| HMS Capital Management, LLC | 13,267 | $3.74M | 1.76% | −633−4.6% | Reduced |
| Curated Wealth Partners LLC | 13,257 | $3.74M | 2.09% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 13,261 | $3.74M | 0.33% | +31+0.2% | Added |
| Northeast Financial Group, Inc. | 13,252 | $3.74M | 2.41% | −1,328−9.1% | Reduced |
| E&G Advisors, LP | 13,250 | $3.73M | 1.01% | +13,250 | Added |
| Jeppson Wealth Management, LLC | 13,235 | $3.73M | 1.94% | +201+1.5% | Added |
| Gilbert & Cook, Inc. | 13,234 | $3.73M | 0.67% | +2,219+20.1% | Added |
| tru Independence LLC | 13,193 | $3.72M | 1.04% | −3,300−20.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 13,191 | $3.72M | 1.44% | −1,466−10.0% | Reduced |
| Todd Asset Management LLC | 13,163 | $3.71M | 0.09% | −470−3.4% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 13,165 | $3.71M | 2.41% | −175−1.3% | Reduced |
| Shay Capital LLC | 13,152 | $3.71M | 1.18% | +3,240+32.7% | Added |
| Archer Investment Corp | 13,128 | $3.70M | 1.38% | −243−1.8% | Reduced |
| Prentice Wealth Management LLC | 13,102 | $3.69M | 1.79% | +126+1.0% | Added |
| Vickerman Investment Advisors, Inc. | 13,089 | $3.69M | 1.48% | +13,089 | New |
| First Pacific Financial | 13,044 | $3.68M | 1.95% | −86−0.7% | Reduced |
| Guild Investment Management, Inc. | 13,040 | $3.68M | 3.54% | +2,725+26.4% | Added |
| First National Bank | 13,007 | $3.67M | 3.48% | +13,007 | New |
| Morgens Waterfall Vintiadis & Co Inc | 13,000 | $3.67M | 1.89% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 12,996 | $3.66M | 1.80% | −44−0.3% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 12,984 | $3.66M | 2.22% | −87−0.7% | Reduced |
| LBMC Investment Advisors, LLC | 9,079 | $3.66M | 0.34% | −3,110−25.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 12,937 | $3.65M | 2.28% | −419−3.1% | Reduced |
| Royal Harbor Partners, LLC | 12,904 | $3.64M | 2.59% | −173−1.3% | Reduced |
| Capital Advisors, Ltd. LLC | 12,893 | $3.63M | 0.65% | +380+3.0% | Added |
| Investors Research Corp | 12,868 | $3.63M | 1.22% | +100+0.8% | Added |
| Phocas Financial Corp. | 12,834 | $3.62M | 0.46% | +909+7.6% | Added |
| Peak Planning Group, LLC | 12,815 | $3.61M | 3.11% | +12,815 | New |
| Ironwood Financial, llc | 12,807 | $3.61M | 1.06% | +1,111+9.5% | Added |
| Cloverfields Capital Group, LP | 12,809 | $3.61M | 1.16% | +2,305+21.9% | Added |
| Alpine Woods Capital Investors, LLC | 12,804 | $3.61M | 0.39% | −56−0.4% | Reduced |
| Walleye Capital LLC | 12,782 | $3.60M | 0.11% | −1,412−9.9% | Reduced |
| Wealthquest Corp | 12,755 | $3.60M | 0.61% | +45+0.4% | Added |
| Arbor Wealth Management, LLC | 12,746 | $3.59M | 0.85% | −227−1.7% | Reduced |
| Granger Management LLC | 12,444 | $3.59M | 0.63% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 12,738 | $3.59M | 0.55% | −722−5.4% | Reduced |
| Paradigm Financial Advisors, LLC | 12,711 | $3.58M | 0.83% | −285−2.2% | Reduced |
| Demars Financial Group, LLC | 12,706 | $3.58M | 2.11% | −2,928−18.7% | Reduced |
| Miller Investment Management, LP | 12,694 | $3.58M | 0.61% | −7,000−35.5% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 12,686 | $3.58M | 1.91% | +3,081+32.1% | Added |
| Proffitt & Goodson Inc | 12,682 | $3.58M | 0.65% | −289−2.2% | Reduced |
| Blue Square Asset Management, LLC | 12,682 | $3.58M | 2.24% | +179+1.4% | Added |
| TFC Financial Management | 12,658 | $3.57M | 1.18% | −311−2.4% | Reduced |
| Gray Wealth Management Inc. | 12,661 | $3.57M | 2.00% | +619+5.1% | Added |
| Quad-Cities Investment Group, LLC | 12,583 | $3.55M | 2.48% | −324−2.5% | Reduced |
| WealthTrust Asset Management, LLC | 12,563 | $3.54M | 3.15% | +62+0.5% | Added |
| Well Done, LLC | 12,558 | $3.54M | 0.79% | +1,544+14.0% | Added |
| Altus Wealth Group LLC | 12,555 | $3.54M | 3.52% | +1,689+15.5% | Added |
| Bay Rivers Group | 12,531 | $3.53M | 2.40% | +390+3.2% | Added |
| Strategic Capital Advisers, Inc. | 12,502 | $3.52M | 2.74% | +872+7.5% | Added |
| Prospect Capital Advisors, LLC | 12,500 | $3.52M | 1.16% | −2,500−16.7% | Reduced |
| HHM Wealth Advisors, LLC | 12,470 | $3.52M | 0.96% | −222−1.7% | Reduced |
| Lenox Wealth Advisors, LLC | 12,460 | $3.51M | 0.45% | +812+7.0% | Added |
| Barr E S & Co | 12,432 | $3.50M | 0.25% | −62−0.5% | Reduced |
| Ifrah Financial Services, Inc. | 12,432 | $3.50M | 1.01% | −56−0.4% | Reduced |
| Gemmer Asset Management LLC | 12,427 | $3.50M | 0.48% | −98−0.8% | Reduced |
| Walkner Condon Financial Advisors LLC | 12,426 | $3.50M | 1.72% | +208+1.7% | Added |
| Claybrook Capital, LLC | 12,413 | $3.50M | 1.77% | −47,619−79.3% | Reduced |
| Nikulski Financial, Inc. | 12,412 | $3.50M | 1.62% | +1,217+10.9% | Added |
| West Paces Advisors Inc. | 12,391 | $3.49M | 1.23% | +1,036+9.1% | Added |
| Lineweaver Wealth Advisors, LLC | 12,386 | $3.49M | 1.07% | +826+7.1% | Added |
| Tributary Capital Management, LLC | 12,375 | $3.49M | 0.27% | −300−2.4% | Reduced |
| Israel Discount Bank of New York | 12,378 | $3.49M | 2.36% | +12,378 | New |
| Peddock Capital Advisors, LLC | 12,365 | $3.49M | 1.24% | +8+0.1% | Added |
| Cardinal Strategic Wealth Guidance | 12,339 | $3.48M | 1.82% | −106−0.9% | Reduced |
| GeoWealth Management, LLC | 12,340 | $3.48M | 0.29% | +7,240+142.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,332 | $3.48M | 1.27% | +777+6.7% | Added |
| Kowal Investment Group, LLC | 12,335 | $3.48M | 1.10% | +930+8.2% | Added |
| Beacon Financial Advisory LLC | 12,304 | $3.47M | 1.80% | +767+6.6% | Added |
| Kaizen Financial Strategies | 12,293 | $3.47M | 2.80% | +12,293 | New |
| ELCO Management Co., LLC | 12,271 | $3.46M | 2.66% | −84−0.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 12,271 | $3.46M | 2.22% | +1,434+13.2% | Added |
| Lokken Investment Group LLC | 12,256 | $3.46M | 2.74% | −182−1.5% | Reduced |
| Financial Avengers, Inc. | 12,239 | $3.45M | 2.31% | +632+5.4% | Added |
| 17 Capital Partners, LLC | 12,218 | $3.44M | 3.25% | +50+0.4% | Added |
| Beirne Wealth Consulting Services, LLC | 12,214 | $3.44M | 1.96% | −200−1.6% | Reduced |
| Palumbo Wealth Management LLC | 12,179 | $3.43M | 2.26% | −400−3.2% | Reduced |
| Hudock, Inc. | 12,156 | $3.43M | 1.03% | +33+0.3% | Added |
| First National Bank of Hutchinson | 12,092 | $3.41M | 1.91% | +65+0.5% | Added |
| Intercontinental Wealth Advisors, LLC | 12,082 | $3.41M | 0.79% | −774−6.0% | Reduced |
| Accurate Wealth Management, LLC | 10,108 | $3.40M | 2.99% | −83−0.8% | Reduced |
| Stony Point Wealth Management Inc. | 12,063 | $3.40M | 2.04% | −529−4.2% | Reduced |
| Vivaldi Capital Management, LLC | 12,045 | $3.40M | 0.74% | 00.0% | Unchanged |
| Burt Wealth Advisors | 12,015 | $3.39M | 1.08% | 00.0% | Unchanged |
| CSS LLC | 11,980 | $3.38M | 0.18% | +10,480+698.7% | Added |
| KLK Capital Management LLC | 11,940 | $3.37M | 3.09% | −1,410−10.6% | Reduced |
| IAM Advisory, LLC | 11,439 | $3.37M | 1.43% | +11,439 | New |