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 |
|---|---|---|---|---|---|
| Rocky Mountain Advisers, LLC | 6,202 | $1.75M | 2.13% | −332−5.1% | Reduced |
| Hillsdale Investment Management Inc. | 6,195 | $1.75M | 0.13% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 6,165 | $1.74M | 1.42% | +6,165 | New |
| Dean Investment Associates, LLC | 6,156 | $1.74M | 0.33% | −304−4.7% | Reduced |
| Rock Point Advisors, LLC | 6,151 | $1.73M | 0.51% | −95−1.5% | Reduced |
| Dorchester Wealth Management Co | 6,146 | $1.73M | 0.43% | +815+15.3% | Added |
| Fort, L.P. | 6,126 | $1.73M | 0.57% | −946−13.4% | Reduced |
| Manchester Financial Inc | 6,115 | $1.72M | 0.66% | −132−2.1% | Reduced |
| High Pointe Capital Management LLC | 6,110 | $1.72M | 1.36% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | – | $1.72M | 0.14% | – | – |
| Crumly & Associates Inc. | 6,108 | $1.72M | 0.80% | +324+5.6% | Added |
| RHS Financial, LLC | 6,096 | $1.72M | 1.25% | −49−0.8% | Reduced |
| Premier Asset Management LLC | 6,073 | $1.71M | 0.24% | −29,203−82.8% | Reduced |
| Coastal Capital Group, Inc. | 6,065 | $1.71M | 0.41% | −38−0.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 6,065 | $1.71M | 0.06% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 6,064 | $1.71M | 1.14% | +6,064 | New |
| Hardy Reed LLC | 6,051 | $1.71M | 0.30% | −240−3.8% | Reduced |
| BCGM Wealth Management, LLC | 5,143 | $1.71M | 0.95% | +694+15.6% | Added |
| KFA Private Wealth Group, LLC | 6,038 | $1.70M | 0.93% | −268−4.2% | Reduced |
| Marks Group Wealth Management, Inc | 6,031 | $1.70M | 0.23% | +4,253+239.2% | Added |
| Cavalier Investments, LLC | 6,022 | $1.70M | 0.54% | +399+7.1% | Added |
| BCS Wealth Management | 6,021 | $1.70M | 0.72% | +121+2.1% | Added |
| Cedar Wealth Management, LLC | 6,015 | $1.70M | 0.75% | −624−9.4% | Reduced |
| Orgel Wealth Management, LLC | 6,013 | $1.70M | 0.19% | +277+4.8% | Added |
| ERn Financial, LLC | 6,010 | $1.69M | 0.43% | +257+4.5% | Added |
| Prescott Group Capital Management, L.L.C. | 6,000 | $1.69M | 0.46% | 00.0% | Unchanged |
| Viking Fund Management LLC | 6,000 | $1.69M | 0.49% | 00.0% | Unchanged |
| Latash Investments, LLC | 6,000 | $1.69M | 1.06% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 5,992 | $1.69M | 0.75% | +111+1.9% | Added |
| Westshore Wealth, LLC | 5,985 | $1.69M | 1.36% | −9,892−62.3% | Reduced |
| Karani Asset Management LLC | 5,979 | $1.69M | 0.82% | +1,362+29.5% | Added |
| AllSquare Wealth Management LLC | 5,964 | $1.68M | 1.00% | −250−4.0% | Reduced |
| Capital Financial Services, LLC | 5,943 | $1.68M | 2.05% | +106+1.8% | Added |
| Apexium Financial, LP | 5,939 | $1.67M | 0.97% | +910+18.1% | Added |
| American Financial Advisors, LLC | 5,920 | $1.67M | 0.22% | −20−0.3% | Reduced |
| Curi Capital | 5,907 | $1.67M | 0.77% | +134+2.3% | Added |
| MinichMacGregor Wealth Management, LLC | 5,889 | $1.66M | 0.56% | −5−0.1% | Reduced |
| Mizuho Securities Co. Ltd. | 5,888 | $1.66M | 0.48% | +2,019+52.2% | Added |
| Benjamin Edwards Inc | 5,872 | $1.66M | 1.01% | +1,385+30.9% | Added |
| Lionsbridge Wealth Management LLC | 5,864 | $1.65M | 1.78% | −594−9.2% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 5,854 | $1.65M | 0.61% | −302−4.9% | Reduced |
| Pasadena Private Wealth, LLC | 5,848 | $1.65M | 0.58% | +230+4.1% | Added |
| AtlasMark Financial, Inc | 5,848 | $1.65M | 2.20% | 00.0% | Unchanged |
| Check Capital Management Inc | 5,802 | $1.64M | 0.14% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5,798 | $1.63M | 1.80% | −1,069−15.6% | Reduced |
| Sovereign Financial Group, Inc. | 5,787 | $1.63M | 0.94% | +316+5.8% | Added |
| Arabesque Asset Management Ltd | 5,787 | $1.63M | 0.55% | −6,010−50.9% | Reduced |
| Arlington Financial Advisors, LLC | 5,781 | $1.63M | 0.64% | −41−0.7% | Reduced |
| Polar Asset Management Partners Inc. | 5,773 | $1.63M | 0.02% | +5,773 | New |
| First Citizens Financial Corp | 5,771 | $1.63M | 1.30% | −657−10.2% | Reduced |
| Copperwynd Financial, LLC | 5,767 | $1.63M | 0.67% | +2,443+73.5% | Added |
| Fermata Advisors, LLC | 5,755 | $1.62M | 0.72% | +1,182+25.8% | Added |
| Sciencast Management LP | 5,489 | $1.62M | 0.46% | +5,489 | New |
| S. Muoio & Co. LLC | 5,743 | $1.62M | 1.37% | 00.0% | Unchanged |
| Triumph Capital Management | 5,707 | $1.61M | 0.75% | −482−7.8% | Reduced |
| Select Asset Management & Trust | 5,685 | $1.60M | 1.16% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 5,675 | $1.60M | 0.34% | −47−0.8% | Reduced |
| Goepper Burkhardt LLC | 5,637 | $1.59M | 1.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 5,623 | $1.58M | 1.08% | +151+2.8% | Added |
| Crestone Asset Management LLC | 5,622 | $1.58M | 0.35% | +1,726+44.3% | Added |
| Sofos Investments, Inc. | 4,660 | $1.58M | 1.15% | −5,747−55.2% | Reduced |
| McGowan Group Asset Management, Inc. | 5,611 | $1.58M | 0.27% | −339−5.7% | Reduced |
| WestHill Financial Advisors, Inc. | 5,612 | $1.58M | 0.49% | +5,612 | New |
| BEAM Asset Management, LLC | 5,589 | $1.58M | 1.35% | +648+13.1% | Added |
| Onyx Bridge Wealth Group LLC | 5,095 | $1.57M | 0.59% | +835+19.6% | Added |
| Mirabella Financial Services LLP | 5,547 | $1.56M | 0.21% | +4,654+521.2% | Added |
| US Financial Advisors, LLC | 5,540 | $1.56M | 0.77% | +150+2.8% | Added |
| White Lighthouse Investment Management Inc. | 5,524 | $1.56M | 0.42% | −45−0.8% | Reduced |
| Engrave Wealth Partners LLC | 5,519 | $1.56M | 0.46% | −1,039−15.8% | Reduced |
| Sadoff Investment Management LLC | 5,493 | $1.55M | 0.10% | +225+4.3% | Added |
| Colton Groome Financial Advisors, LLC | 5,490 | $1.55M | 0.67% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 5,489 | $1.55M | 1.34% | +44+0.8% | Added |
| Keebeck Alpha, LP | 5,479 | $1.54M | 0.48% | +295+5.7% | Added |
| Parametrica Management Ltd | 5,476 | $1.54M | 1.15% | +218+4.1% | Added |
| Campion Asset Management LLC | 5,465 | $1.54M | 1.37% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 5,436 | $1.53M | 0.99% | +533+10.9% | Added |
| Planning Alternatives Ltd | 5,423 | $1.53M | 0.25% | +17+0.3% | Added |
| Paragon Wealth Strategies, LLC | 5,418 | $1.53M | 0.41% | +30+0.6% | Added |
| Gabelli & Co Investment Advisers, Inc. | 5,410 | $1.52M | 0.18% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 5,411 | $1.52M | 0.44% | 00.0% | Unchanged |
| Northern Capital Management, Inc. | 5,402 | $1.52M | 1.30% | +442+8.9% | Added |
| Berkeley, Inc | 5,390 | $1.52M | 1.12% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 5,364 | $1.51M | 0.01% | −97,641−94.8% | Reduced |
| Grace Capital | 5,302 | $1.51M | 0.93% | +47+0.9% | Added |
| Advisory Resource Group | 5,315 | $1.50M | 0.55% | −804−13.1% | Reduced |
| Koss-Olinger Consulting, LLC | 5,302 | $1.50M | 0.24% | −111−2.1% | Reduced |
| Vista Investment Management | 5,255 | $1.48M | 0.87% | −29−0.5% | Reduced |
| Diversified Portfolios, Inc. | 5,258 | $1.48M | 0.41% | +394+8.1% | Added |
| Driehaus Capital Management LLC | 5,255 | $1.48M | 0.02% | −158−2.9% | Reduced |
| Thrive Capital Management, LLC | 5,229 | $1.47M | 1.09% | +114+2.2% | Added |
| O'Dell Group, LLC | 5,221 | $1.47M | 0.47% | −912−14.9% | Reduced |
| Tolleson Wealth Management, Inc. | 5,218 | $1.47M | 0.42% | −579−10.0% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,360 | $1.47M | 0.59% | +60+1.4% | Added |
| Capital CS Group, LLC | 5,042 | $1.46M | 1.36% | +2,481+96.9% | Added |
| IFG Advisors, LLC | 5,151 | $1.45M | 0.67% | +310+6.4% | Added |
| First Affirmative Financial Network | 5,133 | $1.45M | 1.49% | +5,133 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 5,088 | $1.43M | 0.11% | −50−1.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 5,076 | $1.43M | 0.45% | +79+1.6% | Added |
| Aspireon Wealth Advisors | 5,071 | $1.43M | 1.04% | +21+0.4% | Added |
| Rodgers & Associates, LTD | 5,050 | $1.42M | 0.23% | −5−0.1% | Reduced |