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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,248 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Candlestick Capital Management LP | 261,190 | $73.6M | 1.95% | +261,190 | New |
| Obermeyer Wood Investment Counsel, LLLP | 260,517 | $73.4M | 4.07% | +1,024+0.4% | Added |
| Quadrature Capital Ltd | 260,115 | $73.3M | 2.66% | +133,643+105.7% | Added |
| Wade G W & Inc | 258,276 | $72.8M | 3.46% | +36,355+16.4% | Added |
| NZS Capital, LLC | 258,233 | $72.8M | 7.19% | −31,081−10.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 257,745 | $72.7M | 8.27% | −44,974−14.9% | Reduced |
| Northeast Investment Management | 257,485 | $72.6M | 3.88% | −1,102−0.4% | Reduced |
| Farmers & Merchants Investments Inc | 257,313 | $72.5M | 3.06% | +20,960+8.9% | Added |
| Stratos Wealth Partners, LTD. | 256,981 | $72.4M | 1.84% | −2,185−0.8% | Reduced |
| Laurion Capital Management LP | 256,702 | $72.4M | 1.04% | +256,702 | New |
| Nwam LLC | 252,239 | $71.1M | 6.45% | −11,093−4.2% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 251,953 | $71.0M | 4.98% | +6,494+2.6% | Added |
| Granite Investment Partners, LLC | 251,588 | $70.9M | 2.21% | +522+0.2% | Added |
| Tran Capital Management, L.P. | 251,166 | $70.8M | 5.93% | −2,500−1.0% | Reduced |
| Ironvine Capital Partners, LLC | 250,720 | $70.7M | 7.51% | +320+0.1% | Added |
| Triple Frond Partners LLC | 250,050 | $70.5M | 7.69% | 00.0% | Unchanged |
| Hitchwood Capital Management LP | 250,000 | $70.5M | 2.46% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 249,914 | $70.5M | 3.54% | −17,847−6.7% | Reduced |
| Fullerton Fund Management Co Ltd. | 249,365 | $70.3M | 4.27% | +15,057+6.4% | Added |
| Argent Trust Co | 249,285 | $70.3M | 4.52% | +4,175+1.7% | Added |
| Roosevelt Investment Group LLC | 248,521 | $70.1M | 4.34% | −5,752−2.3% | Reduced |
| Quest Investment Management LLC | 248,057 | $69.9M | 6.42% | −12,731−4.9% | Reduced |
| GFI Investment Counsel Ltd. | 247,827 | $69.9M | 9.00% | +5,166+2.1% | Added |
| Dana Investment Advisors, Inc. | 247,766 | $69.8M | 3.16% | −6,521−2.6% | Reduced |
| Greenleaf Trust | 246,950 | $69.6M | 0.85% | +9,930+4.2% | Added |
| Wedge Capital Management L L P | 246,763 | $69.6M | 0.90% | +2,333+1.0% | Added |
| Connectus Wealth, LLC | 246,500 | $69.5M | 7.77% | +343+0.1% | Added |
| Oak Ridge Investments LLC | 246,084 | $69.4M | 6.11% | −5,227−2.1% | Reduced |
| Qci Asset Management Inc | 246,049 | $69.4M | 4.03% | −21,928−8.2% | Reduced |
| Jag Capital Management, LLC | 245,714 | $69.3M | 5.40% | +1,696+0.7% | Added |
| Cooperman Leon G | 245,705 | $69.3M | 3.67% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 245,659 | $69.3M | 11.76% | −1,753−0.7% | Reduced |
| Suncoast Equity Management | 244,596 | $69.0M | 9.64% | −14,416−5.6% | Reduced |
| ZWJ Investment Counsel Inc | 244,131 | $68.8M | 3.90% | −493−0.2% | Reduced |
| Kingsview Wealth Management, LLC | 243,172 | $68.6M | 3.25% | +31,999+15.2% | Added |
| Sandy Spring Bank | 242,681 | $68.4M | 3.62% | −6,361−2.6% | Reduced |
| RMB Capital Management, LLC | 240,941 | $67.9M | 2.23% | +3,338+1.4% | Added |
| Ancora Advisors, LLC | 240,007 | $67.7M | 1.76% | +5,223+2.2% | Added |
| FineMark National Bank & Trust | 237,280 | $66.9M | 2.83% | −457−0.2% | Reduced |
| Smith, Salley & Associates | 236,882 | $66.8M | 5.26% | +2,720+1.2% | Added |
| Ycg, LLC | 236,601 | $66.7M | 6.29% | +12,885+5.8% | Added |
| First National Trust Co | 235,971 | $66.5M | 3.97% | +1,513+0.6% | Added |
| TownSquare Capital, LLC | 235,511 | $66.4M | 1.91% | −49,417−17.3% | Reduced |
| General American Investors Co Inc | 235,000 | $66.3M | 5.62% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 234,876 | $66.2M | 5.62% | −17,193−6.8% | Reduced |
| Campbell Newman Asset Management Inc | 234,715 | $66.2M | 6.77% | +191+0.1% | Added |
| Ulysses Management LLC | 234,200 | $66.0M | 11.68% | 00.0% | Unchanged |
| Bedrijfstakpensioenfonds Voor de Media Pno | 269,000 | $65.4M | 7.80% | −11,000−3.9% | Reduced |
| Alpha Cubed Investments, LLC | 232,055 | $65.4M | 4.92% | −991−0.4% | Reduced |
| Pathstone Family Office, LLC | 231,925 | $65.4M | 1.91% | +61,784+36.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 231,799 | $65.3M | 4.64% | −214,407−48.1% | Reduced |
| Cullinan Associates Inc | 231,780 | $65.3M | 3.61% | +3,066+1.3% | Added |
| Elite Wealth Management, Inc. | 230,499 | $65.0M | 29.05% | +538+0.2% | Added |
| Wesleyan Assurance Society | 230,400 | $64.9M | 8.29% | +9,300+4.2% | Added |
| Cigna Investments Inc | 230,203 | $64.9M | 4.86% | −5,151−2.2% | Reduced |
| Waters Parkerson & Co., LLC | 229,944 | $64.8M | 3.73% | −3,966−1.7% | Reduced |
| Sather Financial Group Inc | 229,809 | $64.8M | 6.60% | +4,413+2.0% | Added |
| Harvest Volatility Management LLC | 227,939 | $64.3M | 3.00% | +85,696+60.2% | Added |
| Cetera Advisors LLC | 227,355 | $64.1M | 1.25% | +38,418+20.3% | Added |
| Credit Agricole S A | 226,847 | $64.0M | 2.30% | −98,259−30.2% | Reduced |
| Davidson Investment Advisors | 226,797 | $63.9M | 4.98% | +3,111+1.4% | Added |
| Ardevora Asset Management LLP | 226,749 | $63.9M | 0.81% | −17,100−7.0% | Reduced |
| Asset Advisors Investment Management, LLC | 226,731 | $63.9M | 7.13% | −1,606−0.7% | Reduced |
| Stock Yards Bank & Trust Co | 226,715 | $63.9M | 4.04% | +152+0.1% | Added |
| Kanawha Capital Management LLC | 226,333 | $63.8M | 5.91% | −1,280−0.6% | Reduced |
| Locust Wood Capital Advisers, LLC | 225,703 | $63.6M | 4.03% | +3,353+1.5% | Added |
| Estabrook Capital Management | 224,765 | $63.4M | 9.98% | −11,920−5.0% | Reduced |
| Moors & Cabot, Inc. | 224,872 | $63.3M | 3.98% | +5,967+2.7% | Added |
| Nichols & Pratt Advisers LLP | 219,592 | $63.3M | 4.78% | −5,565−2.5% | Reduced |
| Calamos Wealth Management LLC | 224,173 | $63.2M | 5.11% | −2,653−1.2% | Reduced |
| First Horizon Advisors, Inc. | 223,935 | $63.1M | 2.06% | +106,298+90.4% | Added |
| AIA Group Ltd | 222,434 | $62.7M | 3.54% | +44,291+24.9% | Added |
| Cookson Peirce & Co Inc | 221,320 | $62.4M | 3.80% | +3,228+1.5% | Added |
| Siemens Fonds Invest GmbH | 221,030 | $62.3M | 4.16% | +8,955+4.2% | Added |
| Merriman Wealth Management, LLC | 221,001 | $62.3M | 5.18% | +2,077+0.9% | Added |
| Sigma Planning Corp | 218,995 | $61.7M | 1.88% | +1,533+0.7% | Added |
| Compass Capital Management, Inc | 218,963 | $61.7M | 4.76% | −8,859−3.9% | Reduced |
| NewEdge Wealth, LLC | 217,453 | $61.3M | 3.65% | +10,180+4.9% | Added |
| Philadelphia Trust Co | 217,443 | $61.3M | 4.52% | −8,757−3.9% | Reduced |
| Wetherby Asset Management Inc | 217,240 | $61.2M | 3.81% | +548+0.3% | Added |
| Maple Capital Management, Inc. | 216,146 | $60.9M | 7.73% | +4,361+2.1% | Added |
| Illinois Municipal Retirement Fund | 215,253 | $60.7M | 2.23% | −1,018−0.5% | Reduced |
| O'Shares Investment Advisers, LLC | 215,054 | $60.6M | 4.46% | −19,772−8.4% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 214,787 | $60.6M | 5.01% | −17,923−7.7% | Reduced |
| First Long Island Investors, LLC | 214,773 | $60.5M | 5.18% | +3,667+1.7% | Added |
| Azimuth Capital Management LLC | 214,318 | $60.4M | 2.59% | −1,998−0.9% | Reduced |
| Leonteq Securities AG | 213,592 | $60.2M | 3.23% | +88,576+70.9% | Added |
| Sander Capital Advisors Inc | 213,543 | $60.2M | 26.45% | +698+0.3% | Added |
| Petrus Trust Company, LTA | 213,153 | $60.1M | 6.65% | +241+0.1% | Added |
| IBM Retirement Fund | 212,849 | $60.0M | 4.69% | +440+0.2% | Added |
| Welch Group, LLC | 212,643 | $59.9M | 4.06% | −2,846−1.3% | Reduced |
| Taurus Asset Management, LLC | 212,573 | $59.9M | 6.24% | +3,126+1.5% | Added |
| South State Corp. | 212,455 | $59.9M | 5.04% | −3,780−1.7% | Reduced |
| Oribel Capital Management, LP | 211,800 | $59.7M | 7.36% | +98,600+87.1% | Added |
| Norris Perne & French LLP | 211,381 | $59.6M | 5.12% | −30,738−12.7% | Reduced |
| Bowie Capital Management, LLC | 210,860 | $59.4M | 7.81% | +6,360+3.1% | Added |
| Montag & Caldwell, LLC | 210,648 | $59.4M | 5.47% | +181+0.1% | Added |
| Logan Capital Management Inc | 210,495 | $59.3M | 2.76% | +2,969+1.4% | Added |
| NorthCoast Asset Management LLC | 209,702 | $59.2M | 2.16% | +1,066+0.5% | Added |
| Sawgrass Asset Management LLC | 208,980 | $58.9M | 5.97% | −43,384−17.2% | Reduced |