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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; 6,248 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.

Institutional holdersQ3 2021: 4,035 institutions
Q1 2021: 4,005 institutionsQ2 2021: 3,989 institutionsQ3 2021: 4,035 institutionsQ4 2021: 4,553 institutionsQ1 2022: 4,549 institutionsQ2 2022: 4,515 institutionsQ3 2022: 4,508 institutionsQ4 2022: 4,679 institutionsQ1 2023: 4,717 institutionsQ2 2023: 4,815 institutionsQ3 2023: 4,861 institutionsQ4 2023: 5,216 institutionsQ1 2024: 5,240 institutionsQ2 2024: 5,269 institutionsQ3 2024: 5,301 institutionsQ4 2024: 5,876 institutionsQ1 2025: 5,776 institutionsQ2 2025: 5,828 institutionsQ3 2025: 5,865 institutionsQ4 2025: 6,329 institutionsQ1 2026: 6,237 institutionsQ2 2026: 6,248 institutions
Value heldQ3 2021: $1.49T
Q1 2021: $1.26TQ2 2021: $1.43TQ3 2021: $1.49TQ4 2021: $1.77TQ1 2022: $1.61TQ2 2022: $1.34TQ3 2022: $1.23TQ4 2022: $1.27TQ1 2023: $1.52TQ2 2023: $1.79TQ3 2023: $1.66TQ4 2023: $1.99TQ1 2024: $2.23TQ2 2024: $2.37TQ3 2024: $2.27TQ4 2024: $2.26TQ1 2025: $2.01TQ2 2025: $2.67TQ3 2025: $2.76TQ4 2025: $2.66TQ1 2026: $1.99TQ2 2026: $2.05T
Institutions holding MSFT and their total value by quarter
QuarterHoldersValue
Q2 20266,248$2.05T
Q1 20266,237$1.99T
Q4 20256,329$2.66T
Q3 20255,865$2.76T
Q2 20255,828$2.67T
Q1 20255,776$2.01T
Q4 20245,876$2.26T
Q3 20245,301$2.27T
Q2 20245,269$2.37T
Q1 20245,240$2.23T
Q4 20235,216$1.99T
Q3 20234,861$1.66T
Q2 20234,815$1.79T
Q1 20234,717$1.52T
Q4 20224,679$1.27T
Q3 20224,508$1.23T
Q2 20224,515$1.34T
Q1 20224,549$1.61T
Q4 20214,553$1.77T
Q3 20214,035$1.49T
Q2 20213,989$1.43T
Q1 20214,005$1.26T

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q2 2021.

Institutions holding MSFT in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
New Mexico Educational Retirement Board492,847$138.9M4.84%−10,000−2.0%Reduced
Shelton Capital Management490,797$138.4M5.43%+12,046+2.5%Added
Liontrust Investment Partners LLP489,837$138.1M1.91%+489,837New
Immersion Capital LLP489,420$138.0M12.35%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S488,137$137.6M5.21%−12,655−2.5%Reduced
Tower Research Capital LLC (TRC)487,803$137.5M3.51%−34,126−6.5%Reduced
Bailard, Inc.484,953$136.7M4.67%−4,541−0.9%Reduced
HS Management Partners, LLC484,713$136.7M3.89%−230,435−32.2%Reduced
Associated Banc-Corp481,437$135.7M5.36%−11,785−2.4%Reduced
Nippon Life Global Investors Americas, Inc.481,037$135.6M7.08%−29,710−5.8%Reduced
Prio Wealth Limited Partnership480,365$135.4M4.56%−775−0.2%Reduced
Markel Group Inc.SuperinvestorMarkel Group479,980$135.3M1.71%00.0%Unchanged
Sands Capital Management, LLC476,852$134.4M0.22%+4,267+0.9%Added
Hound Partners, LLC473,404$133.5M7.31%+171,733+56.9%Added
Boston Financial Mangement LLC471,225$132.8M5.41%−5,279−1.1%Reduced
Inverness Counsel LLC469,209$132.3M4.86%−6,639−1.4%Reduced
Bridges Investment Management Inc469,088$132.2M4.16%−51,051−9.8%Reduced
Banco Santander, S.A.466,727$131.6M0.71%−95,450−17.0%Reduced
Aristotle Atlantic Partners, LLC466,472$131.5M8.70%−11,972−2.5%Reduced
TPG Group Holdings (SBS) Advisors, Inc.465,660$131.3M1.30%−128,967−21.7%Reduced
Nan Shan Life Insurance Co., Ltd.465,183$131.1M2.18%00.0%Unchanged
Cambridge Trust Co463,926$130.8M4.93%+613+0.1%Added
Pinnacle Associates Ltd459,175$129.5M2.39%+6,745+1.5%Added
Corvex Management LP454,652$128.2M5.62%+2,085+0.5%Added
Peapack Gladstone Financial Corp454,226$128.1M2.65%+87,238+23.8%Added
Castle Hook Partners LP450,240$126.9M9.02%+251,047+126.0%Added
Davis Selected Advisers449,640$126.8M0.59%−7,142−1.6%Reduced
Cerity Partners LLC448,224$126.4M2.78%−3,382−0.7%Reduced
Crossmark Global Holdings, Inc.445,043$125.5M2.94%−2,533−0.6%Reduced
Park National Corp441,166$124.4M5.24%−9,499−2.1%Reduced
Argent Capital Management LLC440,321$124.1M3.93%+102,648+30.4%Added
Great Lakes Advisors, LLC439,396$123.9M1.93%−11,173−2.5%Reduced
RWC Asset Management LLP437,632$123.4M3.76%00.0%Unchanged
Kentucky Retirement Systems436,944$123.2M5.79%−1,630−0.4%Reduced
Braun Stacey Associates Inc436,065$122.9M4.92%−13,786−3.1%Reduced
Parsec Financial Management, Inc.362,454$121.8M5.18%+18,640+5.4%Added
Colony Group LLC431,006$121.5M2.33%+7,119+1.7%Added
Rheos Capital Works Inc.429,000$120.9M6.23%−50,000−10.4%Reduced
Oakmont Corp427,559$120.5M9.47%00.0%Unchanged
Wilkinson Global Asset Management LLC425,918$120.1M7.31%−9,363−2.2%Reduced
Rovida Advisors Inc.425,458$119.8M5.07%00.0%Unchanged
Castleark Management LLC422,290$119.1M4.55%−59,365−12.3%Reduced
CastleArk Alternatives, LLC422,290$119.1M4.55%+422,290New
GAM Holding AG421,850$118.9M5.53%+65,517+18.4%Added
Martingale Asset Management L P421,677$118.9M1.55%−115,908−21.6%Reduced
Saratoga Research & Investment Management421,408$118.8M5.49%+25,153+6.3%Added
Bluestein R H & Co418,796$118.1M4.68%−4,324−1.0%Reduced
Bain Capital Public Equity Management II, LLC418,430$118.0M4.80%+3,247+0.8%Added
Westwood Management Corp417,050$117.6M9.64%00.0%Unchanged
Barrett Asset Management, LLC415,425$117.1M5.38%−955−0.2%Reduced
Beacon Pointe Advisors, LLC413,927$116.7M2.88%+237,686+134.9%Added
DuPont Capital Management Corp413,914$116.7M3.67%−140,494−25.3%Reduced
J. L. Bainbridge & Co., Inc.413,832$116.7M14.45%−4,275−1.0%Reduced
Badgley Phelps Wealth Managers, LLC413,725$116.6M4.24%+413,725New
Clifford Swan Investment Counsel LLC351,304$115.7M4.24%−1,600−0.5%Reduced
Lido Advisors, LLC408,156$115.1M2.57%+54,893+15.5%Added
SeaTown Holdings Pte. Ltd.407,700$114.9M5.11%+55,000+15.6%Added
Edmond de Rothschild Holding S.A.406,173$114.5M2.65%+5,139+1.3%Added
Smith Group Asset Management, LLC404,699$114.2M5.85%+404,699New
James Hambro & Partners404,987$114.1M8.51%+7,682+1.9%Added
Becker Capital Management Inc403,544$113.8M4.79%−5,959−1.5%Reduced
EP Wealth Advisors, LLC402,315$113.4M3.11%−4,102−1.0%Reduced
Capstone Investment Advisors, LLC401,712$113.3M2.00%+395,560+6,429.8%Added
Fernbridge Capital Management LP400,204$112.8M13.74%+54,918+15.9%Added
Spears Abacus Advisors LLC397,379$112.0M8.10%−3,197−0.8%Reduced
TCTC Holdings, LLC394,926$111.3M5.14%−990−0.3%Reduced
Howland Capital Management LLC394,649$111.3M5.86%−2,090−0.5%Reduced
Clark Capital Management Group, Inc.394,568$111.2M1.52%+13,942+3.7%Added
Rothschild & Co Asset Management US Inc.394,400$111.2M1.38%−8,838−2.2%Reduced
Qube Research & Technologies Ltd390,431$110.1M1.38%+196,618+101.4%Added
Blue Whale Capital LLP390,230$110.0M10.44%+18,100+4.9%Added
Salem Investment Counselors Inc385,861$108.8M5.95%+1,961+0.5%Added
Regentatlantic Capital LLC382,318$107.8M3.26%+16,034+4.4%Added
Raymond James Trust N.A.381,631$107.6M3.59%−10,846−2.8%Reduced
Cat Rock Capital Management LP381,000$107.4M9.42%−148,000−28.0%Reduced
Flputnam Investment Management Co380,732$107.3M3.64%+6,043+1.6%Added
Hancock Whitney Corp380,604$107.3M3.75%+1,528+0.4%Added
Clarius Group, LLC379,396$107.0M9.58%+1,130+0.3%Added
Phoenix Holdings Ltd.376,068$106.0M1.89%−2,690−0.7%Reduced
FDx Advisors, Inc.375,205$105.8M3.37%−130,741−25.8%Reduced
Sit Investment Associates Inc375,157$105.8M2.74%−10,580−2.7%Reduced
Birch Hill Investment Advisors LLC373,936$105.4M5.67%−7,614−2.0%Reduced
Alyeska Investment Group, L.P.373,516$105.3M1.30%+273,218+272.4%Added
Capital Advisors Inc372,588$105.0M3.12%+15,136+4.2%Added
Capital International Ltd371,621$104.8M5.70%+1560.0%Added
KCM Investment Advisors LLC370,936$104.6M4.16%−1,399−0.4%Reduced
Cullen Capital Management LLC369,857$104.3M1.02%−5,769−1.5%Reduced
Investment Management Corp of Ontario367,821$103.7M6.67%+100,000+37.3%Added
Northwestern Mutual Investment Management Company, LLC367,476$103.6M2.07%+25,452+7.4%Added
Atria Investments LLC364,629$102.8M1.86%+18,683+5.4%Added
Pensioenfonds Rail & Ov361,700$102.0M2.58%+210,000+138.4%Added
CPWM, LLC355,357$100.2M9.21%+5,602+1.6%Added
Davis R M Inc355,125$100.1M2.48%−4,964−1.4%Reduced
Northwest & Ethical Investments L.P.354,518$99.9M3.25%+72,856+25.9%Added
Schwartz Investment Counsel Inc352,293$99.3M4.08%−300−0.1%Reduced
Pinnacle Financial Partners Inc351,899$99.2M3.50%+91,174+35.0%Added
Vaughan David Investments LLC350,458$98.8M3.16%−14,996−4.1%Reduced
Honeycomb Asset Management LP350,000$98.7M6.59%+150,000+75.0%Added
Ami Asset Management Corp349,996$98.7M4.94%−14,405−4.0%Reduced
Avalon Investment & Advisory347,848$98.1M2.27%−1,528−0.4%Reduced