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 |
|---|---|---|---|---|---|
| Colrain Capital LLC | 10,345 | $2.92M | 5.46% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 10,325 | $2.91M | 1.55% | −193−1.8% | Reduced |
| Sandhill Capital Partners LLC | 10,315 | $2.91M | 0.23% | +220+2.2% | Added |
| Five Oceans Advisors | 10,316 | $2.91M | 3.36% | +10,316 | New |
| Autus Asset Management, LLC | 10,310 | $2.91M | 0.32% | +1,148+12.5% | Added |
| Pecaut & Co. | 10,283 | $2.90M | 1.73% | −1,372−11.8% | Reduced |
| Harbor Advisory Corp | 10,279 | $2.90M | 1.26% | +700+7.3% | Added |
| G&S Capital LLC | 10,208 | $2.88M | 1.58% | −650−6.0% | Reduced |
| Delta Capital Management LLC | 10,210 | $2.88M | 1.79% | −10−0.1% | Reduced |
| Neumann Capital Management, LLC | 10,167 | $2.87M | 1.29% | −450−4.2% | Reduced |
| Tarbox Family Office, Inc. | 10,155 | $2.86M | 0.52% | −473−4.5% | Reduced |
| Diker Management LLC | 10,139 | $2.86M | 1.47% | 00.0% | Unchanged |
| Rock Creek Group, LP | 10,115 | $2.85M | 0.48% | −5,275−34.3% | Reduced |
| HITE Hedge Asset Management LLC | 10,112 | $2.85M | 0.36% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 10,108 | $2.85M | 0.98% | −203−2.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 10,096 | $2.85M | 1.76% | −1,631−13.9% | Reduced |
| Prentiss Smith & Co Inc | 10,096 | $2.85M | 1.44% | −180−1.8% | Reduced |
| Legacy Financial Group LLC | 10,089 | $2.84M | 0.85% | −923−8.4% | Reduced |
| St. Johns Investment Management Company, LLC | 10,082 | $2.84M | 1.56% | −167−1.6% | Reduced |
| Flaharty Asset Management, LLC | 10,041 | $2.83M | 0.58% | +621+6.6% | Added |
| Cahaba Wealth Management, Inc. | 9,999 | $2.82M | 0.41% | +7,979+395.0% | Added |
| Lumbard & Kellner, LLC | 9,989 | $2.82M | 1.10% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 9,955 | $2.81M | 0.78% | +106+1.1% | Added |
| Garner Asset Management Corp | 9,907 | $2.79M | 1.31% | +32+0.3% | Added |
| Element Pointe Advisors, LLC | 9,895 | $2.79M | 0.94% | −3,932−28.4% | Reduced |
| Indiana Trust & Investment Management CO | 9,876 | $2.78M | 1.40% | −1,328−11.9% | Reduced |
| Omnia Family Wealth, LLC | 9,866 | $2.78M | 1.91% | +436+4.6% | Added |
| MJP Associates Inc | 9,841 | $2.77M | 0.94% | +181+1.9% | Added |
| Rbo & Co LLC | 9,835 | $2.77M | 0.49% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 9,823 | $2.77M | 1.02% | −44−0.4% | Reduced |
| TSFG, LLC | 9,720 | $2.74M | 1.07% | +307+3.3% | Added |
| Titus Wealth Management | 9,707 | $2.73M | 1.44% | +82+0.9% | Added |
| Benchmark Financial Wealth Advisors, LLC | 9,656 | $2.72M | 1.29% | +73+0.8% | Added |
| Access Financial Services, Inc. | 9,649 | $2.72M | 1.23% | −62−0.6% | Reduced |
| TMD Wealth Management, LLC | 9,644 | $2.72M | 1.14% | +18+0.2% | Added |
| Redmond Asset Management, LLC | 9,641 | $2.72M | 0.85% | +68+0.7% | Added |
| Legacy Bridge, LLC | 9,630 | $2.71M | 1.57% | −763−7.3% | Reduced |
| Verity Asset Management, Inc. | 9,621 | $2.71M | 1.76% | −1,085−10.1% | Reduced |
| BigSur Wealth Management LLC | 9,606 | $2.71M | 1.22% | −1,095−10.2% | Reduced |
| R.P. Boggs & Co. | 9,579 | $2.70M | 1.70% | −10,634−52.6% | Reduced |
| Signature Wealth Management Partners, LLC | 9,568 | $2.70M | 2.44% | +500+5.5% | Added |
| Members Capital Advisors Inc | 9,555 | $2.69M | 1.46% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 9,526 | $2.69M | 1.03% | −1,048−9.9% | Reduced |
| Advisory Alpha, LLC | 9,520 | $2.68M | 0.19% | +577+6.5% | Added |
| Gilman Hill Asset Management, LLC | 9,520 | $2.68M | 0.69% | +652+7.4% | Added |
| Frank, Rimerman Advisors LLC | 9,498 | $2.68M | 1.03% | −1,241−11.6% | Reduced |
| Accretive Wealth Partners, LLC | 9,495 | $2.68M | 1.89% | +102+1.1% | Added |
| VERITY Wealth Advisors | 9,476 | $2.67M | 2.39% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 9,475 | $2.67M | 0.52% | +482+5.4% | Added |
| CenterStar Asset Management, LLC | – | $2.67M | 2.08% | – | – |
| Doheny Asset Management | 9,464 | $2.67M | 1.91% | −100−1.0% | Reduced |
| Arvest Bank Trust Division | 9,448 | $2.66M | 0.15% | −734−7.2% | Reduced |
| Garrett Investment Advisors LLC | 9,446 | $2.66M | 0.87% | +1,093+13.1% | Added |
| Duality Advisers, LP | 9,431 | $2.66M | 0.20% | +9,431 | New |
| Redhawk Wealth Advisors, Inc. | 9,412 | $2.65M | 0.73% | −6,674−41.5% | Reduced |
| Mezzasalma Advisors, LLC | 9,390 | $2.65M | 1.49% | +499+5.6% | Added |
| Aurora Private Wealth, Inc. | 9,387 | $2.65M | 1.07% | −4,361−31.7% | Reduced |
| Acima Private Wealth, LLC | 9,360 | $2.64M | 1.21% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 9,350 | $2.64M | 0.48% | +316+3.5% | Added |
| Advus Financial Partners, LLC | 7,814 | $2.63M | 1.45% | +7,814 | New |
| Merrion Investment Management Co, LLC | 9,316 | $2.63M | 2.00% | 00.0% | Unchanged |
| blooom, inc. | 9,312 | $2.63M | 2.18% | −478−4.9% | Reduced |
| Rosenberg Matthew Hamilton | 9,268 | $2.61M | 1.03% | +1,896+25.7% | Added |
| West Chester Capital Advisors, Inc | 9,266 | $2.61M | 2.01% | +27+0.3% | Added |
| 1776 Wealth LLC | 9,256 | $2.61M | 1.49% | −1,652−15.1% | Reduced |
| Threadgill Financial, LLC | 8,893 | $2.61M | 2.17% | +8,893 | New |
| Grand Central Investment Group | 9,241 | $2.60M | 3.45% | −1,366−12.9% | Reduced |
| Towercrest Capital Management | 9,235 | $2.60M | 0.49% | +427+4.8% | Added |
| Sowa Financial Group, Inc. | 9,203 | $2.60M | 1.68% | −24−0.3% | Reduced |
| Pinnacle Family Advisors, LLC | 9,198 | $2.59M | 1.16% | −1,688−15.5% | Reduced |
| Heron Financial Group, LLC | 9,156 | $2.58M | 1.44% | +15+0.2% | Added |
| Grace & White Inc | 9,150 | $2.58M | 0.49% | 00.0% | Unchanged |
| Plaisance Capital LLC | 9,128 | $2.57M | 2.63% | +9,128 | New |
| Oliver Luxxe Assets LLC | 9,125 | $2.57M | 0.71% | +192+2.1% | Added |
| Red Wave Investments LLC | 9,121 | $2.57M | 0.93% | −82−0.9% | Reduced |
| HT Partners LLC | 9,092 | $2.56M | 0.78% | −5−0.1% | Reduced |
| Rede Wealth, LLC | 9,068 | $2.56M | 1.36% | +552+6.5% | Added |
| Indie Asset Partners, LLC | 9,049 | $2.55M | 2.07% | +3,184+54.3% | Added |
| Paradigm Asset Management Co LLC | 9,025 | $2.54M | 0.70% | −1,100−10.9% | Reduced |
| Regal Wealth Group, Inc. | 9,019 | $2.54M | 1.53% | −17−0.2% | Reduced |
| Ellis Investment Partners, LLC | 8,974 | $2.53M | 0.64% | +132+1.5% | Added |
| David R. Rahn & Associates Inc. | 8,959 | $2.53M | 1.42% | +5,558+163.4% | Added |
| Orrstown Financial Services Inc | 8,937 | $2.52M | 3.99% | −917−9.3% | Reduced |
| O'Brien Greene & Co. Inc | 8,935 | $2.52M | 0.92% | +18+0.2% | Added |
| Sharkey, Howes & Javer | 8,914 | $2.51M | 0.65% | +446+5.3% | Added |
| Alera Investment Advisors, LLC | 8,910 | $2.50M | 0.74% | −769−7.9% | Reduced |
| Lumature Wealth Partners, LLC | 8,863 | $2.50M | 1.02% | +275+3.2% | Added |
| Eagle Bay Advisors LLC | 8,854 | $2.50M | 1.46% | −1,993−18.4% | Reduced |
| Krane Funds Advisors LLC | 8,857 | $2.50M | 0.05% | +6,724+315.2% | Added |
| Focused Wealth Management, Inc | 8,833 | $2.49M | 0.41% | +113+1.3% | Added |
| Sterneck Capital Management, LLC | 8,792 | $2.48M | 1.58% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 8,794 | $2.48M | 2.20% | −98−1.1% | Reduced |
| Goodwin Daniel L | 8,774 | $2.47M | 1.15% | +847+10.7% | Added |
| Loveless Wealth Management LLC | 8,749 | $2.47M | 1.50% | −560−6.0% | Reduced |
| Criteria Caixa, S.A.U. | 8,750 | $2.47M | 0.35% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 8,747 | $2.47M | 1.71% | +212+2.5% | Added |
| Grant/GrossMendelsohn, LLC | 8,003 | $2.47M | 1.96% | −51−0.6% | Reduced |
| Lavaca Capital LLC | 8,745 | $2.46M | 1.24% | −93−1.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 8,736 | $2.46M | 0.06% | −157−1.8% | Reduced |
| Tortoise Investment Management, LLC | 8,737 | $2.46M | 0.50% | −16−0.2% | Reduced |