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 |
|---|---|---|---|---|---|
| Diversified, LLC | 7,444 | $2.10M | 1.12% | −210−2.7% | Reduced |
| Fernwood Investment Management, LLC | 7,446 | $2.10M | 0.72% | +39+0.5% | Added |
| Source Financial Advisors LLC | 7,416 | $2.09M | 0.54% | +41+0.6% | Added |
| Wolf Group Capital Advisors | 7,416 | $2.09M | 1.14% | +6,012+428.2% | Added |
| Crew Capital Management, Ltd. | 7,404 | $2.09M | 1.94% | +39+0.5% | Added |
| CMC Financial Group | 7,370 | $2.08M | 1.21% | +38+0.5% | Added |
| Westhampton Capital, LLC | 7,362 | $2.08M | 1.42% | +20+0.3% | Added |
| Genesee Capital Advisors, LLC | 7,353 | $2.07M | 1.02% | +7,353 | New |
| Truehand, Inc | 7,327 | $2.07M | 1.22% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 7,328 | $2.07M | 0.37% | +2,126+40.9% | Added |
| Financial Advisory Group | 7,326 | $2.06M | 0.46% | −57−0.8% | Reduced |
| NinePointTwo Capital | 7,314 | $2.06M | 0.80% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 7,308 | $2.06M | 1.05% | +10.0% | Added |
| Vanguard Capital Wealth Advisors | 7,261 | $2.05M | 1.56% | +599+9.0% | Added |
| Montis Financial, LLC | 7,217 | $2.04M | 1.74% | +45+0.6% | Added |
| Dimension Capital Management LLC | 7,196 | $2.03M | 0.42% | −16−0.2% | Reduced |
| Bramshill Investments, LLC | 7,202 | $2.03M | 0.17% | −6,193−46.2% | Reduced |
| Retirement Income Solutions, Inc | 7,175 | $2.02M | 0.68% | +10.0% | Added |
| Oder Investment Management, LLC | 7,173 | $2.02M | 2.96% | −332−4.4% | Reduced |
| Elevated Capital Advisors, LLC | 7,172 | $2.02M | 0.70% | +7,172 | New |
| Jacobsen Capital Management | 7,156 | $2.02M | 1.02% | +135+1.9% | Added |
| Ibex Investors LLC | 7,152 | $2.02M | 1.39% | −3,000−29.6% | Reduced |
| Xcel Wealth Management, LLC | 7,148 | $2.02M | 0.58% | +9+0.1% | Added |
| Interchange Capital Partners, LLC | 7,146 | $2.01M | 3.37% | −538−7.0% | Reduced |
| KB Financial Partners, LLC | 7,113 | $2.00M | 0.73% | +68+1.0% | Added |
| N.E.W. Advisory Services LLC | 7,114 | $2.00M | 0.33% | +127+1.8% | Added |
| Addison Advisors LLC | 7,105 | $2.00M | 1.61% | −267−3.6% | Reduced |
| Twin Focus Capital Partners, LLC | 7,097 | $2.00M | 0.47% | −45−0.6% | Reduced |
| RVW Wealth, LLC | 6,410 | $2.00M | 0.24% | +3,830+148.4% | Added |
| Vivid Financial Management, Inc. | 7,066 | $1.99M | 0.82% | −108−1.5% | Reduced |
| Sunburst Financial Group, LLC | 7,041 | $1.99M | 1.23% | +268+4.0% | Added |
| First National Corp | 7,030 | $1.98M | 0.44% | +1,484+26.8% | Added |
| D. Scott Neal, Inc. | 6,967 | $1.96M | 0.83% | +560+8.7% | Added |
| Midwest Wealth Management Inc. | 6,951 | $1.96M | 1.35% | +195+2.9% | Added |
| Cassia Capital Partners, LLC | 6,951 | $1.96M | 1.35% | +6,042+664.7% | Added |
| Callan Capital, LLC | 6,950 | $1.96M | 0.33% | −390−5.3% | Reduced |
| Arq Wealth Advisors, LLC | 6,947 | $1.96M | 1.26% | −271−3.8% | Reduced |
| Rinet Co LLC | 6,944 | $1.96M | 0.37% | +3,374+94.5% | Added |
| TD Capital Management LLC | 6,926 | $1.95M | 0.24% | +10.0% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 6,912 | $1.95M | 2.25% | −571−7.6% | Reduced |
| GenTrust, LLC | 6,908 | $1.95M | 0.16% | +1,100+18.9% | Added |
| Eldridge Investment Advisors, Inc. | 6,890 | $1.94M | 0.69% | −23−0.3% | Reduced |
| Monticello Wealth Management, LLC | 6,883 | $1.94M | 0.19% | +15+0.2% | Added |
| Atwood & Palmer Inc | 6,836 | $1.93M | 0.17% | −516−7.0% | Reduced |
| Levy Wealth Management Group, LLC | 6,834 | $1.93M | 1.06% | +292+4.5% | Added |
| MBA Advisors LLC | 6,831 | $1.93M | 1.42% | −178−2.5% | Reduced |
| Aldebaran Financial Inc. | 6,830 | $1.93M | 1.65% | +110+1.6% | Added |
| ERTS Wealth Advisors, LLC | 6,826 | $1.92M | 0.50% | −269−3.8% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 6,822 | $1.92M | 0.70% | +235+3.6% | Added |
| Traphagen Investment Advisors LLC | 6,811 | $1.92M | 0.35% | +164+2.5% | Added |
| Cortland Associates Inc | 6,812 | $1.92M | 0.21% | −520−7.1% | Reduced |
| Navellier & Associates Inc | 6,811 | $1.92M | 0.29% | +161+2.4% | Added |
| Ade, LLC | 6,807 | $1.92M | 1.76% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 6,797 | $1.92M | 0.22% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 6,770 | $1.91M | 0.97% | −344−4.8% | Reduced |
| Southland Equity Partners LLC | 6,764 | $1.91M | 0.88% | +106+1.6% | Added |
| DSC Advisors, L.P. | 6,761 | $1.91M | 2.52% | −345−4.9% | Reduced |
| Bridgeworth, LLC | 6,738 | $1.90M | 0.53% | −75−1.1% | Reduced |
| MPS Loria Financial Planners, LLC | 6,739 | $1.90M | 0.87% | +64+1.0% | Added |
| Financial & Tax Architects, LLC | 6,732 | $1.90M | 0.86% | +1,857+38.1% | Added |
| Parkside Advisors LLC | 6,728 | $1.90M | 0.59% | +629+10.3% | Added |
| High Falls Advisors, Inc | 6,723 | $1.90M | 0.51% | −283−4.0% | Reduced |
| Clarity Wealth Advisors, LLC | 6,693 | $1.89M | 0.93% | +84+1.3% | Added |
| GSB Wealth Management, LLC | 6,647 | $1.87M | 0.96% | −9,883−59.8% | Reduced |
| Navalign, LLC | 6,620 | $1.87M | 0.79% | −109−1.6% | Reduced |
| Green Square Capital Advisors LLC | 6,615 | $1.86M | 0.42% | +1,754+36.1% | Added |
| Selective Wealth Management, Inc. | 6,617 | $1.86M | 0.99% | +2,010+43.6% | Added |
| Birchcreek Wealth Management, LLC | 6,565 | $1.85M | 1.73% | −34−0.5% | Reduced |
| Texas Capital Bancshares Inc | 6,542 | $1.84M | 1.29% | −30.0% | Reduced |
| Independent Wealth Network Inc. | 5,522 | $1.84M | 1.21% | +5,522 | New |
| Truepoint, Inc. | 6,538 | $1.84M | 0.09% | +1,226+23.1% | Added |
| Aspire Private Capital, LLC | 6,535 | $1.84M | 0.62% | +107+1.7% | Added |
| Hummer Financial Advisory Services Inc | 6,530 | $1.84M | 1.70% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 5,983 | $1.84M | 0.88% | −27−0.4% | Reduced |
| Roble, Belko & Company, Inc | 6,512 | $1.84M | 0.38% | 00.0% | Unchanged |
| Reitz Capital Advisors LLC | 6,476 | $1.82M | 1.37% | −85−1.3% | Reduced |
| Ironwood Investment Management LLC | 6,464 | $1.82M | 0.94% | +4+0.1% | Added |
| Firestone Capital Management | 6,698 | $1.81M | 0.60% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 6,434 | $1.81M | 0.70% | +146+2.3% | Added |
| Tennessee Valley Asset Management Partners | 6,403 | $1.80M | 0.69% | +6,403 | New |
| Newman & Schimel, LLC | 6,393 | $1.80M | 1.13% | +10+0.2% | Added |
| Burns Matteson Capital Management, LLC | 6,376 | $1.80M | 1.36% | +930+17.1% | Added |
| FOCUS Wealth Advisors, LLC | 6,353 | $1.79M | 1.21% | +118+1.9% | Added |
| C M Bidwell & Associates Ltd | 6,341 | $1.79M | 1.19% | +17+0.3% | Added |
| Red Cedar Capital, LLC | 6,333 | $1.79M | 1.10% | 00.0% | Unchanged |
| F3Logic, LLC | 6,333 | $1.78M | 0.23% | −700−10.0% | Reduced |
| TAP Consulting, LLC | 6,322 | $1.78M | 0.48% | −12−0.2% | Reduced |
| Sound Income Strategies, LLC | 6,319 | $1.78M | 0.23% | +1,426+29.1% | Added |
| Johnson Bixby & Associates, LLC | 6,315 | $1.78M | 0.52% | −4−0.1% | Reduced |
| Capital Directions Investment Advisors, LLC | 6,275 | $1.77M | 0.54% | −69−1.1% | Reduced |
| Profit Investment Management, LLC | 6,278 | $1.77M | 1.23% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 6,270 | $1.77M | 0.42% | +327+5.5% | Added |
| Gill Capital Partners, LLC | 6,266 | $1.77M | 0.80% | −199−3.1% | Reduced |
| OPSEU Pension Plan Trust Fund | 6,233 | $1.77M | 0.45% | −50−0.8% | Reduced |
| LFA - Lugano Financial Advisors SA | 6,260 | $1.76M | 1.16% | +429+7.4% | Added |
| WFA of San Diego, LLC | 6,257 | $1.76M | 1.23% | −26−0.4% | Reduced |
| Verdad Advisers, LP | 6,250 | $1.76M | 1.27% | +6,250 | New |
| Opal Wealth Advisors, LLC | 6,231 | $1.76M | 1.69% | −1,198−16.1% | Reduced |
| WP Advisors, LLC | 6,233 | $1.76M | 0.72% | −191−3.0% | Reduced |
| Landmark Financial Advisors, LLC | 7,429 | $1.75M | 0.94% | −459−5.8% | Reduced |