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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; 6,247 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, Q4 2021

Institutional positions in Microsoft Corp as of Dec 31, 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
4,553
+589 vs. Q3 2021
Shares held
5.28B
+8.41M (+0.2%) vs. Q3 2021
Total value
$1.77T
+$286.9B (+19.3%) vs. Q3 2021
New holders
664
1,647 more added
Sold out
75
1,950 more reduced

71 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 4,553 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: 6,247 institutions
Value heldQ4 2021: $1.77T
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 20266,247$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, Q4 2021

Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q3 2021.

Institutions holding MSFT in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Command Advisory Services, Inc.397$00.00%−66−14.3%Reduced
Tobam1$00.00%+1New
Gleason Group, Inc.2$1.00K0.00%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co6$2.00K0.00%−733−99.2%Reduced
Berkshire Capital Holdings Inc10$3.00K0.00%00.0%Unchanged
FNY Investment Advisers, LLC14$4.00K0.00%+14New
Syverson Strege & Co21$7.00K0.01%−235−91.8%Reduced
Econ Financial Services Corp21$7.00K0.01%+21New
McDonald Partners LLC23$7.74K0.01%−62,061−100.0%Reduced
Absolute Capital Management, LLC23$7.74K0.01%+23New
Navigation Wealth Management, Inc.36$12.0K0.01%00.0%Unchanged
Belmont Capital, LLC45$15.0K0.01%+23+104.5%Added
Longfellow Investment Management Co LLC47$16.0K0.00%00.0%Unchanged
Advocacy Wealth Management Services, LLC51$17.0K0.00%00.0%Unchanged
Raleigh Capital Management Inc.54$18.0K0.02%+54New
Kathleen S. Wright Associates Inc.57$19.0K0.01%+57New
Insight Financial Services65$21.0K0.01%+65New
Hanseatic Management Services Inc71$24.0K0.04%00.0%Unchanged
Kessler Investment Group, LLC100$34.0K0.02%−997−90.9%Reduced
Iron Horse Wealth Management, LLC110$37.0K0.02%00.0%Unchanged
Shore Point Advisors, LLC119$40.0K0.03%+119New
Danda Trouve Investment Management, Inc.131$44.0K0.05%00.0%Unchanged
Hussman Strategic Advisors, Inc.155$52.0K0.01%00.0%Unchanged
Wealthstreet Investment Advisors, LLC158$53.0K1.31%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.162$54.0K0.02%+10+6.6%Added
Wells Financial Advisors INC170$57.0K0.05%00.0%Unchanged
Macroview Investment Management LLC184$62.0K0.08%+184New
Tfo-TDC, LLC200$68.0K0.01%+197+6,566.7%Added
McCarthy Grittinger Financial Group, LLC210$70.6K0.03%00.0%Unchanged
Artemis Wealth Advisors, LLC342$79.0K0.01%+121+54.8%Added
Newfound Research LLC237$80.0K0.10%−118−33.2%Reduced
Castle Financial & Retirement Planning Associates, Inc.262$80.0K0.27%+262New
Evolution Advisers, Inc.250$84.0K0.06%+250New
Beutel, Goodman & Co Ltd.269$90.0K0.00%+8+3.1%Added
Estate Counselors, LLC274$92.0K0.01%00.0%Unchanged
Saban Cheryl274$92.0K14.86%+250+1,041.7%Added
Aquire Wealth Advisors, LLC276$93.0K0.05%+276New
Carolina Wealth Advisors, LLC291$98.0K0.06%00.0%Unchanged
John W. Brooker & Co., CPAs312$105.0K0.05%−17−5.2%Reduced
Family CFO Inc316$106.0K0.10%+316New
Geo Capital Gestora de Recursos Ltd343$115.0K0.05%−3,039−89.9%Reduced
Dark Forest Capital Management LP361$121.0K0.04%+108+42.7%Added
Schubert & Co372$125.0K0.13%+372New
IronBridge Private Wealth, LLC394$133.0K0.07%−17,379−97.8%Reduced
Turim 21 Investimentos Ltda.437$147.0K0.06%+406+1,309.7%Added
AlphaCentric Advisors LLC468$157.0K0.05%+468New
Bay Harbor Wealth Management, LLC527$159.0K0.06%+22+4.4%Added
Roth Financial Partners LLC500$168.0K0.12%00.0%Unchanged
Rather & Kittrell, Inc.543$182.0K0.16%+543New
MayTech Global Investments, LLC547$184.0K0.04%00.0%Unchanged
Savior LLC550$187.0K0.16%−58−9.5%Reduced
FAI Wealth Management573$192.0K0.16%−153−21.1%Reduced
Lake Point Wealth Management590$198.0K0.09%−76−11.4%Reduced
Your Advocates Ltd., LLP592$199.0K0.11%−64−9.8%Reduced
Perritt Capital Management Inc595$200.0K0.10%+595New
BCM Advisors, LLC647$201.0K0.05%+647New
Gainplan LLC601$202.0K0.09%−300−33.3%Reduced
Cutler Capital Management, LLC600$202.0K0.07%00.0%Unchanged
Ardent Capital Management, Inc.610$205.0K0.14%+610New
Clear Perspectives Financial Planning, LLC614$207.0K0.08%00.0%Unchanged
SMI Advisory Services, LLC616$207.0K0.08%+616New
Adirondack Retirement Specialists, Inc.615$207.0K0.18%+615New
Hapanowicz & Associates Financial Services, Inc615$208.0K0.09%+615New
Whitcomb & Hess, Inc.687$208.0K0.08%+687New
Schoolcraft Capital LLC620$208.5K0.06%+620New
Cornerstone Management, Inc.620$208.5K0.06%+620New
Strategic Asset Management, LLC622$209.0K0.29%+52+9.1%Added
Sunesis Advisors, LLC621$209.0K0.15%+621New
Private Wealth Advisors625$210.0K0.07%−69−9.9%Reduced
Hudson Capital Management LLC636$214.0K0.08%+636New
Letko, Brosseau & Associates Inc638$215.0K0.00%+638New
Nia Impact Advisors, LLC715$216.0K0.11%−385−35.0%Reduced
Sterling Investment Advisors LLC643$216.0K0.12%+643New
swisspartners Advisors Ltd640$218.0K0.16%+640New
Barnett & Company, Inc.655$220.0K0.15%+165+33.7%Added
Rinkey Investments693$220.0K0.20%+693New
Corepath Wealth Partners LLC705$222.0K0.16%+705New
Advanced Research Investment Solutions, LLC664$223.0K0.08%+25+3.9%Added
WFA Asset Management Corp670$225.2K0.15%+670New
Karlinski Andrew C672$226.0K0.41%+672New
Stegner Investment Associates Inc.678$228.0K0.16%+678New
Hobart Private Capital, LLC694$233.4K0.09%−4,026−85.3%Reduced
Fure Financial Corp698$234.0K0.16%+2+0.3%Added
New Perspectives, Inc697$234.0K0.17%+697New
Wallace Capital Management Inc.700$235.0K0.03%+700New
Wipfli Financial Advisors LLC,699$235.1K0.03%+699New
GenWealth Group, Inc.707$237.0K0.06%−100−12.4%Reduced
Magnolia Wealth Management, LLC709$238.0K0.24%+709New
Endowment Wealth Management, Inc.714$240.0K0.24%+714New
Litman Gregory Asset Management LLC716$241.0K0.04%−1,428−66.6%Reduced
FC Advisory LLC717$241.0K0.10%+717New
Greylin Investment Mangement Inc725$244.0K0.05%−200−21.6%Reduced
Portland Hill Asset Management Ltd731$246.0K0.19%00.0%Unchanged
Centered Wealth LLC dba Miller Equity Capital Advisors738$248.0K0.23%+2+0.3%Added
Mach-1 Financial Group, Inc.739$248.0K0.17%+739New
O'Keefe Stevens Advisory, Inc.739$249.0K0.12%00.0%Unchanged
Gagnon Securities LLC743$250.0K0.04%+743New
Farley Capital L.P.743$250.0K0.22%+743New
Pinnacle Financial Group, LLC742$250.0K0.19%+742New
Maryland Capital Advisors Inc.750$252.0K0.21%+750New