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 |
|---|---|---|---|---|---|
| Morris Retirement Advisors, LLC | 8,738 | $2.46M | 2.09% | +38+0.4% | Added |
| Magnolia Capital Management Ltd | 8,718 | $2.46M | 2.12% | +1,568+21.9% | Added |
| Mosaic Family Wealth, LLC | 8,716 | $2.46M | 0.68% | −386−4.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 8,709 | $2.46M | 0.65% | +77+0.9% | Added |
| Northstar Group, Inc. | 8,703 | $2.45M | 0.64% | 00.0% | Unchanged |
| Clark Financial Advisors | 8,673 | $2.44M | 2.23% | −87−1.0% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,666 | $2.44M | 0.74% | 00.0% | Unchanged |
| Iron Financial, LLC | 8,659 | $2.44M | 1.17% | −1,626−15.8% | Reduced |
| Advisory Services & Investments, LLC | 8,632 | $2.43M | 1.60% | +8,632 | New |
| Tealwood Asset Management Inc | 8,625 | $2.43M | 0.98% | +8,625 | New |
| D'Orazio & Associates, Inc. | 8,617 | $2.43M | 0.59% | +939+12.2% | Added |
| Traverso Chambers Private Wealth Management, LLC | 8,583 | $2.42M | 0.75% | +9+0.1% | Added |
| CMT Capital Markets Trading GmbH | 8,500 | $2.41M | 0.91% | +8,500 | New |
| Kelly Lawrence W & Associates Inc | 8,553 | $2.41M | 0.51% | +60+0.7% | Added |
| High Note Wealth, LLC | 8,543 | $2.41M | 0.87% | −10.0% | Reduced |
| Purus Wealth Management, LLC | 8,527 | $2.40M | 1.66% | +188+2.3% | Added |
| Wellspring Financial Advisors, LLC | 8,526 | $2.40M | 0.72% | +409+5.0% | Added |
| Global Strategic Investment Solutions, LLC | 8,508 | $2.40M | 0.40% | +72+0.9% | Added |
| Round Hill Asset Management | 8,494 | $2.40M | 1.20% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 8,494 | $2.40M | 1.41% | +1,287+17.9% | Added |
| Cowen Prime Advisors LLC | 8,475 | $2.39M | 0.89% | −400−4.5% | Reduced |
| Landaas & Co | 8,468 | $2.39M | 1.37% | −499−5.6% | Reduced |
| Asset Management Group, Inc. | 8,445 | $2.38M | 0.49% | +1,056+14.3% | Added |
| Ellenbecker Investment Group | 8,428 | $2.38M | 0.74% | +22+0.3% | Added |
| Penobscot Wealth Management | 8,424 | $2.38M | 2.20% | −242−2.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 8,425 | $2.38M | 0.57% | +105+1.3% | Added |
| JJJ Advisors Inc. | 8,409 | $2.37M | 0.84% | +961+12.9% | Added |
| Gould Asset Management LLC | 8,360 | $2.36M | 0.73% | −1,524−15.4% | Reduced |
| Bernzott Capital Advisors | 8,357 | $2.36M | 0.21% | −755−8.3% | Reduced |
| Engineers Gate Manager LP | 8,306 | $2.34M | 0.13% | +5,323+178.4% | Added |
| Fortress Wealth Group, LLC | 8,302 | $2.34M | 2.02% | +76+0.9% | Added |
| Madison Wealth Partners, Inc | 8,288 | $2.34M | 1.32% | +160+2.0% | Added |
| PAX Financial Group, LLC | 8,281 | $2.33M | 0.57% | −141−1.7% | Reduced |
| Oxinas Partners Wealth Management LLC | 8,280 | $2.33M | 1.36% | −387−4.5% | Reduced |
| LSP Investment Advisors, LLC | 8,280 | $2.33M | 0.94% | +8,280 | New |
| Provident Trust Co | 8,254 | $2.33M | 0.05% | −951−10.3% | Reduced |
| Wealth Quarterback LLC | 8,207 | $2.31M | 1.54% | −110−1.3% | Reduced |
| Washburn Capital Management, Inc. | 8,204 | $2.31M | 1.51% | +358+4.6% | Added |
| Paces Ferry Wealth Advisors, LLC | 8,177 | $2.31M | 1.84% | −330−3.9% | Reduced |
| Virtu Financial LLC | 8,173 | $2.30M | 0.20% | +1,832+28.9% | Added |
| Adams Chetwood Wealth Management LLC | 8,147 | $2.30M | 1.66% | −6−0.1% | Reduced |
| WealthBridge Capital Management, LLC | 8,139 | $2.29M | 0.86% | −208−2.5% | Reduced |
| Cornercap Investment Counsel Inc | 8,136 | $2.29M | 0.26% | −352−4.1% | Reduced |
| Foresight Wealth Management, LLC | 8,125 | $2.29M | 1.01% | −60−0.7% | Reduced |
| CMG Global Holdings, LLC | 8,117 | $2.29M | 1.71% | −19−0.2% | Reduced |
| Nottingham Advisors, Inc. | 8,105 | $2.29M | 0.23% | −1,999−19.8% | Reduced |
| Requisite Capital Management, LLC | 8,089 | $2.28M | 0.48% | −20−0.2% | Reduced |
| Knightsbridge Asset Management, LLC | 8,063 | $2.27M | 0.80% | +525+7.0% | Added |
| Campbell Wealth Management | 8,050 | $2.27M | 0.30% | −524−6.1% | Reduced |
| Biltmore Capital Advisors LLC | 8,042 | $2.27M | 0.42% | +4,032+100.5% | Added |
| Derbend Asset Management | 8,023 | $2.26M | 2.13% | −14−0.2% | Reduced |
| Creative Financial Designs Inc | 8,012 | $2.26M | 0.37% | +216+2.8% | Added |
| Marshall Financial Group LLC | 8,004 | $2.26M | 1.17% | +404+5.3% | Added |
| Sovarnum Capital L.P. | 8,000 | $2.25M | 2.13% | −3,500−30.4% | Reduced |
| Paragon Advisors, LLC | 7,999 | $2.25M | 1.09% | +1,708+27.1% | Added |
| Stewart Asset Management, LLC | 7,993 | $2.25M | 1.18% | −316−3.8% | Reduced |
| PBMares Wealth Management LLC | 7,968 | $2.25M | 1.07% | +14+0.2% | Added |
| Salvus Wealth Management, LLC | 7,960 | $2.24M | 1.83% | −52−0.6% | Reduced |
| Human Investing LLC | 7,930 | $2.24M | 0.53% | −21−0.3% | Reduced |
| Aft, Forsyth & Sober, LLC | 7,925 | $2.23M | 0.84% | +75+1.0% | Added |
| Oak Asset Management, LLC | 7,250 | $2.23M | 0.93% | −402−5.3% | Reduced |
| Strategic Wealth Management Inc | 7,862 | $2.22M | 1.15% | +1,738+28.4% | Added |
| Stillwater Investment Management, LLC | 7,852 | $2.21M | 0.59% | −234−2.9% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 7,822 | $2.21M | 1.36% | +1,004+14.7% | Added |
| Jump Financial, LLC | 7,803 | $2.20M | 0.16% | −12,708−62.0% | Reduced |
| Pictet Bank & Trust Ltd | 7,790 | $2.20M | 1.36% | −5,690−42.2% | Reduced |
| Opes Wealth Management LLC | 7,780 | $2.19M | 0.78% | +3,756+93.3% | Added |
| Evolution Wealth Advisors, LLC | 7,772 | $2.19M | 0.47% | +281+3.8% | Added |
| New World Advisors LLC | 7,052 | $2.18M | 1.01% | −5,527−43.9% | Reduced |
| Emerald Advisors, LLC | 7,716 | $2.17M | 0.62% | −60−0.8% | Reduced |
| Midwest Professional Planners, LTD. | 7,690 | $2.17M | 1.15% | −11−0.1% | Reduced |
| Groesbeck Investment Management Corp | 7,688 | $2.17M | 2.50% | −105−1.3% | Reduced |
| Satovsky Asset Management LLC | 7,688 | $2.17M | 1.62% | +14+0.2% | Added |
| KLCM Advisors, Inc. | 7,674 | $2.16M | 0.46% | +104+1.4% | Added |
| SFE Investment Counsel | 7,673 | $2.16M | 0.61% | −15−0.2% | Reduced |
| Relative Value Partners Group, LLC | 7,664 | $2.16M | 0.16% | +229+3.1% | Added |
| Cooper/Haims Advisors, LLC | 7,650 | $2.16M | 1.30% | −100−1.3% | Reduced |
| Peterson Wealth Management | 7,645 | $2.15M | 1.67% | +67+0.9% | Added |
| Ativo Capital Management LLC | 7,632 | $2.15M | 1.01% | −2,687−26.0% | Reduced |
| Legacy Wealth Planning, LLC | 7,632 | $2.15M | 2.41% | +47+0.6% | Added |
| StrategIQ Financial Group, LLC | 7,624 | $2.15M | 0.43% | −130−1.7% | Reduced |
| Cabot Wealth Management Inc | 7,605 | $2.14M | 0.29% | +655+9.4% | Added |
| Wagner Wealth Management, LLC | 6,456 | $2.14M | 1.71% | −139−2.1% | Reduced |
| Outlook Wealth Advisors, LLC | 7,592 | $2.14M | 0.70% | +150+2.0% | Added |
| One Wealth Advisors, LLC | 7,592 | $2.14M | 0.63% | +1,920+33.9% | Added |
| Conway Capital Management, Inc. | 7,585 | $2.14M | 1.45% | 00.0% | Unchanged |
| Magnetar Financial LLC | 7,582 | $2.14M | 0.02% | +7,582 | New |
| WSFS Capital Management, LLC | 7,581 | $2.14M | 0.97% | +103+1.4% | Added |
| Baldrige Asset Management LLC | 7,556 | $2.13M | 0.89% | −235−3.0% | Reduced |
| First National Bank Sioux Falls | 7,553 | $2.13M | 3.57% | −10−0.1% | Reduced |
| Lipe & Dalton | 7,553 | $2.13M | 1.09% | −50−0.7% | Reduced |
| Professional Financial Advisors, LLC | 7,543 | $2.13M | 1.22% | −67−0.9% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,536 | $2.13M | 0.73% | +1,500+24.9% | Added |
| Aveo Capital Partners, LLC | 7,530 | $2.12M | 0.44% | +1,185+18.7% | Added |
| Hamilton Capital, LLC | 7,506 | $2.12M | 0.18% | +2,857+61.5% | Added |
| Aristides Capital LLC | 7,502 | $2.12M | 1.57% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 7,498 | $2.11M | 0.03% | −300−3.8% | Reduced |
| Corundum Group, Inc. | 7,483 | $2.11M | 1.56% | −705−8.6% | Reduced |
| Charter Oak Capital Management, LLC | 7,472 | $2.11M | 0.26% | +87+1.2% | Added |
| Round Table Services, LLC | 7,470 | $2.11M | 0.45% | +770+11.5% | Added |