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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 5,047 | $1.42M | 0.90% | +111+2.2% | Added |
| Brouwer & Janachowski, LLC | 5,017 | $1.42M | 0.25% | +302+6.4% | Added |
| Western Financial Corporation | 5,012 | $1.41M | 0.84% | −99−1.9% | Reduced |
| Freedman Financial Associates, Inc. | 5,012 | $1.41M | 1.03% | +224+4.7% | Added |
| Ascendant Capital Management, LLC | 5,000 | $1.41M | 1.07% | −2,200−30.6% | Reduced |
| Opus Investment Management Inc | 5,000 | $1.41M | 0.22% | 00.0% | Unchanged |
| Anson Funds Management LP | 5,000 | $1.41M | 0.18% | +5,000 | New |
| Cohen & Steers, Inc. | 4,999 | $1.41M | 0.00% | −1,294−20.6% | Reduced |
| USAdvisors Wealth Management, LLC | 4,994 | $1.41M | 0.61% | +173+3.6% | Added |
| Intelligence Driven Advisers, LLC | 4,872 | $1.41M | 0.32% | +301+6.6% | Added |
| Range Financial Group LLC | 4,989 | $1.41M | 1.01% | −175−3.4% | Reduced |
| PRW Wealth Management LLC | 4,979 | $1.40M | 0.70% | −41,799−89.4% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 4,961 | $1.40M | 1.08% | −27−0.5% | Reduced |
| Green Harvest Asset Management LLC | 7,120 | $1.40M | 0.22% | +1,083+17.9% | Added |
| Castellan Group, LLC | 4,950 | $1.40M | 0.72% | +3,150+175.0% | Added |
| Compass Ion Advisors, LLC | 4,946 | $1.39M | 0.50% | −818−14.2% | Reduced |
| BTG Pactual Global Asset Management Ltd | 4,934 | $1.39M | 1.28% | −18,733−79.2% | Reduced |
| TriaGen Wealth Management LLC | 4,930 | $1.39M | 0.76% | −10−0.2% | Reduced |
| One Charles Private Wealth Services, LLC | 4,915 | $1.39M | 0.80% | +93+1.9% | Added |
| Larson Financial Group LLC | 4,913 | $1.39M | 0.27% | −1,890−27.8% | Reduced |
| North Point Portfolio Managers Corp | 4,913 | $1.39M | 0.19% | +60+1.2% | Added |
| Curtis Advisory Group, LLC | 4,908 | $1.38M | 0.50% | −238−4.6% | Reduced |
| Jeereddi Investments, LP | 4,896 | $1.38M | 1.26% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 4,856 | $1.37M | 1.19% | +4,856 | New |
| Blackcrane Capital, LLC | 4,826 | $1.36M | 1.81% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 4,806 | $1.35M | 0.01% | −442−8.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 4,805 | $1.35M | 0.46% | −80−1.6% | Reduced |
| Axiom Financial Strategies, LLC | 4,800 | $1.35M | 0.64% | 00.0% | Unchanged |
| LifePro Asset Management | 4,794 | $1.35M | 0.41% | −415−8.0% | Reduced |
| Atlas Private Wealth Management | 4,780 | $1.35M | 0.82% | +325+7.3% | Added |
| Riverpoint Wealth Management Holdings, LLC | 4,756 | $1.34M | 0.47% | −1,338−22.0% | Reduced |
| Retirement Planning Group | 4,751 | $1.34M | 0.15% | −236−4.7% | Reduced |
| Reston Wealth Management LLC | 4,738 | $1.34M | 0.70% | +53+1.1% | Added |
| X-Square Capital, LLC | 4,729 | $1.33M | 0.69% | +166+3.6% | Added |
| Barber Financial Group, Inc. | 4,720 | $1.33M | 0.17% | +54+1.2% | Added |
| TLWM | 4,729 | $1.33M | 0.51% | +509+12.1% | Added |
| Hobart Private Capital, LLC | 4,720 | $1.33M | 0.52% | −437−8.5% | Reduced |
| AXS Investments LLC | 4,692 | $1.32M | 0.50% | −46,184−90.8% | Reduced |
| Arcus Capital Partners, LLC | 4,692 | $1.32M | 0.50% | +279+6.3% | Added |
| CKW Financial Group | 4,570 | $1.32M | 0.20% | 00.0% | Unchanged |
| Brown University | 4,678 | $1.32M | 0.18% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 4,282 | $1.32M | 0.72% | −65−1.5% | Reduced |
| Ullmann Financial Group, Inc. | 4,655 | $1.31M | 0.52% | +443+10.5% | Added |
| Petix & Botte Co | 4,628 | $1.30M | 0.44% | +2,314+100.0% | Added |
| Ironsides Asset Advisors, LLC | 4,612 | $1.30M | 0.41% | +25+0.5% | Added |
| Northwest Wealth Management, LLC | 4,596 | $1.30M | 0.68% | −377−7.6% | Reduced |
| Accel Wealth Management | 4,586 | $1.29M | 0.84% | +174+3.9% | Added |
| Resource Planning Group | 4,565 | $1.29M | 0.81% | −70−1.5% | Reduced |
| Palladiem, LLC | 4,557 | $1.28M | 1.04% | −430−8.6% | Reduced |
| Pin Oak Investment Advisors Inc | 4,519 | $1.27M | 1.41% | −403−8.2% | Reduced |
| Karn, Couzens & Associates, Inc. | 4,517 | $1.27M | 0.97% | −150−3.2% | Reduced |
| Matrix Private Capital Group LLC | 4,510 | $1.27M | 0.67% | +746+19.8% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 4,500 | $1.27M | 0.45% | +149+3.4% | Added |
| Legal Advantage Investments, Inc. | 4,500 | $1.27M | 0.85% | +250+5.9% | Added |
| Pensionmark Financial Group, LLC | 4,494 | $1.27M | 0.29% | −143−3.1% | Reduced |
| Pacific Sun Financial Corp | 4,489 | $1.27M | 0.73% | +4,489 | New |
| Davidson Capital Management Inc. | 4,484 | $1.26M | 0.64% | −409−8.4% | Reduced |
| Consolidated Planning Corp | 4,477 | $1.26M | 0.82% | +15+0.3% | Added |
| Fountainhead AM, LLC | 4,475 | $1.26M | 0.61% | +487+12.2% | Added |
| Tillar-Wenstrup Advisors, LLC | 4,463 | $1.26M | 0.58% | −93−2.0% | Reduced |
| EWG Elevate Inc. | 4,462 | $1.26M | 0.52% | +98+2.2% | Added |
| Willis Johnson & Associates, Inc. | 4,454 | $1.26M | 0.17% | +16+0.4% | Added |
| Golden Green, Inc. | 4,435 | $1.25M | 0.98% | −973−18.0% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 4,433 | $1.25M | 0.27% | +334+8.1% | Added |
| Bridge Advisory, LLC | 4,431 | $1.25M | 0.62% | −1,097−19.8% | Reduced |
| Trinity Financial Advisors LLC | 4,413 | $1.24M | 0.83% | −340−7.2% | Reduced |
| Dougherty Wealth Advisers LLC | 4,412 | $1.24M | 1.85% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 4,403 | $1.24M | 1.03% | +85+2.0% | Added |
| Aua Capital Management, LLC | 4,393 | $1.24M | 0.78% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 4,384 | $1.24M | 0.59% | −160−3.5% | Reduced |
| Essex LLC | 4,366 | $1.23M | 0.34% | +4,366 | New |
| PSI Advisors, LLC | 4,354 | $1.23M | 0.56% | −2,031−31.8% | Reduced |
| Foundry Partners, LLC | 4,346 | $1.23M | 0.04% | −672−13.4% | Reduced |
| Center For Asset Management LLC | 4,323 | $1.22M | 1.03% | +152+3.6% | Added |
| Alliance Wealth Management Group | 4,317 | $1.22M | 0.40% | −3−0.1% | Reduced |
| Cornerstone Investment Partners, LLC | 4,298 | $1.21M | 0.07% | −9,710−69.3% | Reduced |
| Quantedge Capital Pte Ltd | 4,300 | $1.21M | 0.59% | 00.0% | Unchanged |
| Tacita Capital Inc | 4,296 | $1.21M | 0.74% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 4,293 | $1.21M | 0.70% | +180+4.4% | Added |
| Marotta Asset Management | 4,269 | $1.20M | 0.29% | +31+0.7% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 4,264 | $1.20M | 0.72% | +50+1.2% | Added |
| Soundwatch Capital LLC | 4,260 | $1.20M | 0.33% | +4,260 | New |
| Heck Capital Advisors, LLC | 4,258 | $1.20M | 0.24% | −72−1.7% | Reduced |
| New York Life Investments Alternatives | 4,255 | $1.20M | 0.78% | +12+0.3% | Added |
| Odey Holdings Ltd | 4,236 | $1.19M | 6.35% | +1,836+76.5% | Added |
| Harvest Investment Services, LLC | 4,226 | $1.19M | 0.49% | +40+1.0% | Added |
| R. W. Roge & Company, Inc. | 3,848 | $1.19M | 0.70% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 4,195 | $1.18M | 0.39% | 00.0% | Unchanged |
| Truadvice, LLC | 3,493 | $1.18M | 1.08% | −10,464−75.0% | Reduced |
| Pettinga Financial Advisors, LLC | 4,170 | $1.18M | 0.30% | −100−2.3% | Reduced |
| Salomon & Ludwin, LLC | 4,156 | $1.17M | 0.18% | +1,394+50.5% | Added |
| Capital Square, LLC | 4,041 | $1.17M | 0.83% | +82+2.1% | Added |
| Brand Asset Management Group, Inc. | 4,141 | $1.17M | 0.56% | −495−10.7% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 4,103 | $1.16M | 0.77% | −45−1.1% | Reduced |
| Pachira Investments Inc. | 4,098 | $1.16M | 0.82% | −496−10.8% | Reduced |
| Smith & Howard Wealth Management, LLC | 4,093 | $1.15M | 0.54% | −137−3.2% | Reduced |
| Activest Wealth Management | 4,095 | $1.15M | 0.77% | +1,324+47.8% | Added |
| Avenue 1 Advisors, LLC | 4,091 | $1.15M | 0.65% | −249−5.7% | Reduced |
| FSA Wealth Management LLC | 4,065 | $1.15M | 0.71% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 4,042 | $1.14M | 1.93% | 00.0% | Unchanged |