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 |
|---|---|---|---|---|---|
| ShoreHaven Wealth Partners, LLC | 4,027 | $1.13M | 0.59% | −110−2.7% | Reduced |
| Holistic Financial Partners | 4,017 | $1.13M | 0.70% | +26+0.7% | Added |
| CFS Investment Advisory Services, LLC | 4,013 | $1.13M | 0.15% | +2,915+265.5% | Added |
| ACT Advisors, LLC. | 4,004 | $1.13M | 0.87% | −15−0.4% | Reduced |
| P.A.W. Capital Corp | 4,000 | $1.13M | 1.00% | −500−11.1% | Reduced |
| Windham Capital Management, LLC | 4,000 | $1.13M | 0.24% | 00.0% | Unchanged |
| Granite Point Capital Management, L.P. | 4,000 | $1.13M | 0.44% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 4,001 | $1.13M | 0.87% | +342+9.3% | Added |
| Windsor Capital Management, LLC | 3,995 | $1.13M | 0.36% | +201+5.3% | Added |
| Northstar Advisory Group, LLC | 3,976 | $1.12M | 1.10% | −14,764−78.8% | Reduced |
| Ampfield Management, L.P. | 3,978 | $1.12M | 0.98% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 3,976 | $1.12M | 1.10% | +10.0% | Added |
| TrueWealth Advisors, LLC | 3,963 | $1.12M | 0.63% | −31−0.8% | Reduced |
| Draper Asset Management, LLC | 3,930 | $1.11M | 1.05% | +925+30.8% | Added |
| Systematic Financial Management LP | 3,920 | $1.10M | 0.03% | 00.0% | Unchanged |
| HYA Advisors, Inc | 3,748 | $1.10M | 0.45% | +10.0% | Added |
| Ackerman Capital Advisors, LLC | 3,913 | $1.10M | 0.25% | +248+6.8% | Added |
| Act Wealth Management, LLC | 4,063 | $1.10M | 0.68% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 3,901 | $1.10M | 1.04% | −28−0.7% | Reduced |
| Newport Capital Group, LLC | 3,902 | $1.10M | 0.85% | 00.0% | Unchanged |
| University of Notre Dame du Lac | 3,900 | $1.10M | 3.48% | −4,823−55.3% | Reduced |
| Syquant Capital SAS | 3,900 | $1.10M | 0.67% | −300−7.1% | Reduced |
| Colorado Capital Management, Inc. | 3,880 | $1.09M | 0.77% | +233+6.4% | Added |
| Santori & Peters | 3,875 | $1.09M | 0.62% | +10.0% | Added |
| Hayden Royal, LLC | 3,870 | $1.09M | 1.78% | −10,820−73.7% | Reduced |
| SRS Capital Advisors, Inc. | 3,864 | $1.09M | 0.15% | −64−1.6% | Reduced |
| Financial Advisors Network, Inc. | 3,227 | $1.09M | 0.25% | +245+8.2% | Added |
| Capital Wealth Alliance, LLC | 3,567 | $1.08M | 0.66% | −65−1.8% | Reduced |
| Trilogy Capital Inc. | 3,842 | $1.08M | 0.08% | +7+0.2% | Added |
| Pacific Edge Advisors, LLC | 3,838 | $1.08M | 0.53% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 3,834 | $1.08M | 0.01% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 3,828 | $1.08M | 0.82% | +483+14.4% | Added |
| Black Swift Group, LLC | 3,817 | $1.08M | 0.49% | −1,748−31.4% | Reduced |
| CVA Family Office, LLC | 5,069 | $1.07M | 0.77% | −10,924−68.3% | Reduced |
| Paulson Wealth Management Inc. | 3,779 | $1.06M | 0.51% | +81+2.2% | Added |
| Winslow Asset Management Inc | 3,775 | $1.06M | 0.21% | 00.0% | Unchanged |
| Investment Management Associates Inc | 3,761 | $1.06M | 0.56% | 00.0% | Unchanged |
| Retirement Group, LLC | 3,751 | $1.06M | 0.49% | +18+0.5% | Added |
| First Wilshire Securities Management Inc | 3,750 | $1.06M | 0.35% | 00.0% | Unchanged |
| Probabilities Fund Management, LLC | 3,720 | $1.05M | 3.78% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 3,711 | $1.05M | 0.57% | +1,555+72.1% | Added |
| Ritter Daniher Financial Advisory, LLC | 3,705 | $1.04M | 0.76% | +10+0.3% | Added |
| Meridian Wealth Partners, LLC | 3,699 | $1.04M | 0.22% | −549−12.9% | Reduced |
| Resolute Partners Group | 3,699 | $1.04M | 0.14% | +1,671+82.4% | Added |
| Alken Asset Management Ltd. | 3,700 | $1.04M | 6.69% | +3,700 | New |
| Towerpoint Wealth, LLC | 3,695 | $1.04M | 0.52% | −152−4.0% | Reduced |
| FSB Premier Wealth Management, Inc. | 3,694 | $1.04M | 0.52% | −238−6.1% | Reduced |
| Proquility Private Wealth Partners, LLC | 3,693 | $1.04M | 0.39% | +70+1.9% | Added |
| Gruss & Co., LLC | 3,680 | $1.04M | 2.90% | −2,070−36.0% | Reduced |
| Private Management Group Inc | 3,678 | $1.04M | 0.04% | +113+3.2% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,656 | $1.03M | 0.01% | +54+1.5% | Added |
| Trinity Wealth Management, LLC | 3,650 | $1.03M | 0.78% | +17+0.5% | Added |
| Financial Council Asset Management Inc | 3,651 | $1.03M | 1.45% | +3,651 | New |
| Emfo, LLC | 3,645 | $1.03M | 0.91% | +2+0.1% | Added |
| Braun-Bostich & Associates Inc. | 3,634 | $1.02M | 1.93% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 3,529 | $1.02M | 0.63% | −3−0.1% | Reduced |
| Hunter Perkins Capital Management, LLC | 3,590 | $1.01M | 0.21% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 3,578 | $1.01M | 0.06% | 00.0% | Unchanged |
| Silicon Hills Wealth Management, LLC | 3,568 | $1.01M | 0.69% | −23−0.6% | Reduced |
| MBM Wealth Consultants, LLC | 3,563 | $1.00M | 0.46% | −15−0.4% | Reduced |
| Red Tortoise LLC | 4,313 | $1.00M | 0.80% | +4,313 | New |
| Howard Wealth Management, LLC | 3,547 | $999.0K | 0.56% | +7+0.2% | Added |
| Innova Wealth Partners | 3,513 | $990.0K | 0.78% | 00.0% | Unchanged |
| Falcon Wealth Planning | 3,511 | $990.0K | 0.38% | +1,322+60.4% | Added |
| Blue Barn Wealth, LLC | 3,506 | $988.0K | 0.87% | +1,449+70.4% | Added |
| Opus Capital Group, LLC | 3,486 | $983.0K | 0.22% | −987−22.1% | Reduced |
| True Link Financial Advisors, LLC | 1,517 | $983.0K | 0.13% | 00.0% | Unchanged |
| Earnest Partners LLC | 3,482 | $982.0K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 3,476 | $980.0K | 0.46% | +156+4.7% | Added |
| Community Bank of Raymore | 3,462 | $976.0K | 0.29% | −33−0.9% | Reduced |
| Sentinel Trust Co Lba | 3,458 | $975.0K | 0.15% | −2,173−38.6% | Reduced |
| Fca Corp | 4,550 | $974.0K | 0.29% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3,413 | $962.2K | 0.33% | +59+1.8% | Added |
| Cairn Investment Group, Inc. | 3,413 | $962.0K | 0.71% | +38+1.1% | Added |
| Caas Capital Management LP | 3,400 | $959.0K | 0.07% | −16,800−83.2% | Reduced |
| Waterfront Wealth Inc. | 3,392 | $956.0K | 0.46% | +23+0.7% | Added |
| Strategic Financial Partners, Ltd. | 3,390 | $956.0K | 0.51% | +134+4.1% | Added |
| Peak Financial Management, Inc. | 3,386 | $955.0K | 0.32% | +48+1.4% | Added |
| Geo Capital Gestora de Recursos Ltd | 3,382 | $953.0K | 0.44% | −2,130−38.6% | Reduced |
| PrairieView Partners, LLC | 3,380 | $953.0K | 0.14% | +252+8.1% | Added |
| Family Firm, Inc. | 3,089 | $950.0K | 0.25% | −64−2.0% | Reduced |
| Ategra Capital Management, LLC | 3,369 | $950.0K | 0.48% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 3,341 | $942.0K | 0.29% | −54−1.6% | Reduced |
| Mayfair Advisory Group, LLC | 3,320 | $940.0K | 1.44% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 3,323 | $937.0K | 0.39% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3,308 | $933.0K | 0.22% | +475+16.8% | Added |
| Aufman Associates Inc | 3,305 | $932.0K | 0.77% | −24−0.7% | Reduced |
| Pinz Capital Management, LP | 3,300 | $930.0K | 0.42% | +3,300 | New |
| Pacific Center for Financial Services | 3,295 | $929.0K | 0.41% | 00.0% | Unchanged |
| EMC Capital Management | 2,800 | $929.0K | 0.52% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 3,292 | $928.0K | 0.58% | +62+1.9% | Added |
| LGL Partners, LLC | 3,290 | $928.0K | 0.56% | +165+5.3% | Added |
| Catalyst Private Wealth, LLC | 3,280 | $925.0K | 0.40% | +150+4.8% | Added |
| Future Financial Wealth Managment LLC | 3,411 | $924.0K | 0.95% | 00.0% | Unchanged |
| Sym Financial Corp | 3,279 | $924.0K | 0.54% | +6+0.2% | Added |
| Banco BTG Pactual S.A. | 3,275 | $923.0K | 0.40% | −20,599−86.3% | Reduced |
| Fenimore Asset Management Inc | 3,261 | $919.0K | 0.02% | +25+0.8% | Added |
| Wealthstar Advisors, LLC | 3,252 | $918.0K | 0.34% | −84−2.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,253 | $917.1K | 1.09% | +253+8.4% | Added |
| Next Capital Management LLC | 3,247 | $915.0K | 0.66% | 00.0% | Unchanged |