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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| ICONIQ Capital, LLC | 11,934 | $3.36M | 0.02% | −1,218−9.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 11,918 | $3.36M | 1.22% | +108+0.9% | Added |
| Dillon & Associates Inc | 11,878 | $3.35M | 0.64% | +750+6.7% | Added |
| Concord Wealth Partners | 11,871 | $3.35M | 1.37% | −4,807−28.8% | Reduced |
| Adams Wealth Management | 11,868 | $3.35M | 1.31% | +2,118+21.7% | Added |
| Islay Capital Management, LLC | 11,855 | $3.34M | 2.57% | +136+1.2% | Added |
| McAdam, LLC | 11,814 | $3.33M | 0.37% | +73+0.6% | Added |
| Covenant Partners, LLC | 11,802 | $3.33M | 1.31% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 11,799 | $3.33M | 0.68% | +39+0.3% | Added |
| Gables Capital Management Inc. | 11,757 | $3.31M | 2.16% | +445+3.9% | Added |
| Cacti Asset Management LLC | 11,755 | $3.31M | 0.28% | 00.0% | Unchanged |
| Day & Ennis, LLC | 11,736 | $3.31M | 1.14% | +117+1.0% | Added |
| Cascade Investment Advisors, Inc. | 11,718 | $3.30M | 2.15% | −1,565−11.8% | Reduced |
| Gitterman Wealth Management, LLC | 11,707 | $3.30M | 2.65% | −300−2.5% | Reduced |
| Front Street Capital Management, Inc. | 11,694 | $3.30M | 0.63% | −452−3.7% | Reduced |
| Capital Financial Planning, LLC | 11,674 | $3.29M | 1.23% | −204−1.7% | Reduced |
| Allen Capital Group, LLC | 11,660 | $3.29M | 0.67% | +223+1.9% | Added |
| JFS Wealth Advisors, LLC | 11,647 | $3.28M | 0.34% | +6,042+107.8% | Added |
| Deseret Mutual Benefit Administrators | 11,609 | $3.27M | 0.60% | −2,725−19.0% | Reduced |
| Winton Group Ltd | 11,594 | $3.27M | 0.18% | +4,004+52.8% | Added |
| Certified Advisory Corp | 11,585 | $3.27M | 0.79% | +212+1.9% | Added |
| McElhenny Sheffield Capital Management, LLC | 11,578 | $3.26M | 1.48% | +11,578 | New |
| Claraphi Advisory Network, LLC | 11,565 | $3.26M | 1.15% | −1,332−10.3% | Reduced |
| Fortem Financial Group, LLC | 11,487 | $3.24M | 1.64% | −256−2.2% | Reduced |
| Zeit Capital LLC | 11,470 | $3.23M | 2.75% | −600−5.0% | Reduced |
| Ellevest, Inc. | 11,472 | $3.23M | 0.31% | +37+0.3% | Added |
| Smith Shellnut Wilson LLC | 11,451 | $3.23M | 1.87% | +800+7.5% | Added |
| Seelaus Asset Management LLC | 11,422 | $3.22M | 1.88% | +500+4.6% | Added |
| Monterey Private Wealth, Inc. | 11,141 | $3.22M | 1.81% | −34−0.3% | Reduced |
| Riverview Trust Co | 11,354 | $3.20M | 3.39% | +100+0.9% | Added |
| Sierra Capital LLC | 11,346 | $3.20M | 0.54% | +10.0% | Added |
| DRW Securities, LLC | 11,333 | $3.19M | 0.94% | −8,541−43.0% | Reduced |
| Syntal Capital Partners, LLC | 11,319 | $3.19M | 1.10% | −530−4.5% | Reduced |
| Ballast Advisors LLC | 11,310 | $3.19M | 1.33% | +657+6.2% | Added |
| Redwood Investment Management, LLC | 11,300 | $3.19M | 0.45% | −501−4.2% | Reduced |
| Mason Investment Advisory Services, Inc. | 11,274 | $3.18M | 0.33% | −234−2.0% | Reduced |
| Cypress Wealth Services, LLC | 11,264 | $3.17M | 0.95% | −3,486−23.6% | Reduced |
| Old North State Trust, LLC | 11,261 | $3.17M | 2.83% | +144+1.3% | Added |
| Ahrens Investment Partners LLC | 11,263 | $3.17M | 1.52% | +644+6.1% | Added |
| Semmax Financial Advisors Inc. | 11,227 | $3.17M | 1.09% | −1,071−8.7% | Reduced |
| Ocean Capital Management, LLC | 11,135 | $3.16M | 1.38% | +86+0.8% | Added |
| Howard Financial Services, Ltd. | 11,162 | $3.15M | 1.18% | +125+1.1% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 11,130 | $3.14M | 2.47% | +11,130 | New |
| Lehman & Derafelo Financial Resources LLC | 11,126 | $3.14M | 1.02% | −721−6.1% | Reduced |
| First Dallas Securities Inc. | 11,127 | $3.14M | 2.17% | +757+7.3% | Added |
| Centric Wealth Management | 11,095 | $3.13M | 1.15% | +8+0.1% | Added |
| Colonial River Wealth Management, LLC | 10,172 | $3.13M | 2.20% | −1,186−10.4% | Reduced |
| Caliber Wealth Management, LLC | 10,172 | $3.13M | 2.20% | +50+0.5% | Added |
| Truvestments Capital LLC | 11,079 | $3.12M | 1.72% | +107+1.0% | Added |
| Fluent Financial, LLC | 11,063 | $3.12M | 1.33% | −502−4.3% | Reduced |
| Kalos Management, Inc. | 9,298 | $3.12M | 0.88% | +1,350+17.0% | Added |
| Gradient Capital Advisors, LLC | 11,044 | $3.11M | 1.43% | −628−5.4% | Reduced |
| Alesco Advisors LLC | 11,044 | $3.11M | 0.11% | −65−0.6% | Reduced |
| Sloy Dahl & Holst, LLC | 11,003 | $3.10M | 0.66% | +1,831+20.0% | Added |
| Kingstown Capital Management L.P. | 11,000 | $3.10M | 3.10% | −14,000−56.0% | Reduced |
| Argus Investors' Counsel, Inc. | 10,985 | $3.10M | 2.03% | −8,807−44.5% | Reduced |
| Copperleaf Capital, LLC | 10,980 | $3.10M | 2.98% | −404−3.5% | Reduced |
| Everhart Financial Group, Inc. | 10,975 | $3.09M | 2.12% | +1,188+12.1% | Added |
| Bouchey Financial Group Ltd | 10,964 | $3.09M | 0.43% | +1,082+10.9% | Added |
| Verus Financial Partners, Inc. | 10,000 | $3.07M | 0.46% | +72+0.7% | Added |
| Arbor Investment Advisors, LLC | 10,883 | $3.07M | 0.62% | −97−0.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 10,815 | $3.05M | 1.39% | +80+0.7% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 10,814 | $3.05M | 0.81% | −2,048−15.9% | Reduced |
| Botty Investors LLC | 10,813 | $3.05M | 0.91% | +10,813 | New |
| Atlas Private Wealth Advisors | 10,805 | $3.05M | 1.59% | −62−0.6% | Reduced |
| Private Capital Management LLC | 10,787 | $3.04M | 1.24% | +813+8.2% | Added |
| KC Investment Advisors, LLC | 10,784 | $3.04M | 2.45% | +177+1.7% | Added |
| NWK Group, Inc. | 10,773 | $3.04M | 1.21% | +1,001+10.2% | Added |
| American Institute for Advanced Investment Management, LLP | 10,746 | $3.03M | 2.15% | −23−0.2% | Reduced |
| KWB Wealth | 10,744 | $3.03M | 0.54% | +431+4.2% | Added |
| Summit Financial Wealth Advisors, LLC | 10,731 | $3.02M | 0.69% | +710+7.1% | Added |
| Prostatis Group LLC | 10,706 | $3.02M | 1.80% | +553+5.4% | Added |
| Gyroscope Capital Management Group, LLC | 10,702 | $3.02M | 1.14% | −751−6.6% | Reduced |
| Renasant Bank | 10,696 | $3.02M | 2.39% | +426+4.1% | Added |
| USA Financial Portformulas Corp | 10,670 | $3.01M | 2.69% | +10,619+20,821.6% | Added |
| Peoples Bank | 10,660 | $3.00M | 1.60% | −462−4.2% | Reduced |
| Shorepoint Capital Partners LLC | 10,655 | $3.00M | 1.35% | +10,655 | New |
| Kerntke Otto McGlone Wealth Management Group | 10,653 | $3.00M | 8.95% | −9,573−47.3% | Reduced |
| Oxford Financial Group Ltd | 10,645 | $3.00M | 0.38% | +306+3.0% | Added |
| Eidelman Virant Capital | 10,539 | $3.00M | 1.16% | −209−1.9% | Reduced |
| Susquehanna International Group Ltd. | 10,615 | $2.99M | 0.72% | +6,028+131.4% | Added |
| Oak Family Advisors, LLC | 10,614 | $2.99M | 1.58% | +935+9.7% | Added |
| XTX Topco Ltd | 10,609 | $2.99M | 1.00% | +10,609 | New |
| Eads & Heald Wealth Management | 10,598 | $2.99M | 1.44% | −578−5.2% | Reduced |
| Alhambra Investment Partners LLC | 10,591 | $2.99M | 2.28% | −217−2.0% | Reduced |
| East Coast Asset Management, LLC. | 10,579 | $2.98M | 0.70% | 00.0% | Unchanged |
| WealthBridge Investment Counsel Inc. | 10,557 | $2.98M | 1.34% | +650+6.6% | Added |
| Investors Financial Group, LLC | 10,540 | $2.97M | 1.57% | −280−2.6% | Reduced |
| United Services Automobile Association | 10,519 | $2.97M | 0.05% | −3,492−24.9% | Reduced |
| Ballast, Inc. | 10,523 | $2.97M | 1.25% | +21+0.2% | Added |
| Hexagon Capital Partners LLC | 10,516 | $2.96M | 0.86% | −39−0.4% | Reduced |
| Tectonic Advisors LLC | 10,468 | $2.95M | 0.58% | −2,452−19.0% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 10,470 | $2.95M | 1.24% | −126−1.2% | Reduced |
| QP Wealth Management, LLC | 10,427 | $2.94M | 3.15% | −153−1.4% | Reduced |
| MA Private Wealth | 10,399 | $2.93M | 0.58% | +15+0.1% | Added |
| Clearview Wealth Advisors LLC | 10,385 | $2.93M | 1.85% | +352+3.5% | Added |
| One + One Wealth Management, LLC | 10,384 | $2.93M | 2.11% | −132−1.3% | Reduced |
| Samalin Investment Counsel, LLC | 10,368 | $2.92M | 1.90% | −226−2.1% | Reduced |
| Nellore Capital Management LLC | 10,350 | $2.92M | 0.71% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 10,345 | $2.92M | 0.98% | −158−1.5% | Reduced |