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, 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
- 4,555
- +590 vs. Q3 2021
- Shares held
- 5.28B
- +8.40M (+0.2%) vs. Q3 2021
- Total value
- $1.77T
- +$286.9B (+19.3%) vs. Q3 2021
- New holders
- 665
- 1,647 more added
- Sold out
- 75
- 1,951 more reduced
70 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,248 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $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 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $1.77T |
| Q3 2021 | 4,035 | $1.49T |
| Q2 2021 | 3,989 | $1.43T |
| Q1 2021 | 4,005 | $1.26T |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Accel Wealth Management | 5,404 | $1.82M | 0.89% | +818+17.8% | Added |
| Gabelli & Co Investment Advisers, Inc. | 5,410 | $1.82M | 0.24% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 5,417 | $1.82M | 1.41% | +5,417 | New |
| Donoghue Forlines LLC | 5,421 | $1.82M | 0.31% | +5,421 | New |
| Wiley Bros.-Aintree Capital, LLC | 5,428 | $1.83M | 1.10% | +381+7.5% | Added |
| 4J Wealth Management LLC | 5,432 | $1.83M | 1.54% | −57−1.0% | Reduced |
| Safeguard Investment Advisory Group, LLC | 5,434 | $1.83M | 1.07% | −20.0% | Reduced |
| Grace Capital | 5,438 | $1.83M | 1.09% | +136+2.6% | Added |
| Northern Capital Management, Inc. | 5,448 | $1.83M | 1.46% | +46+0.9% | Added |
| Column Capital Advisors, LLC | 5,453 | $1.83M | 0.35% | −222−3.9% | Reduced |
| Diversified Portfolios, Inc. | 5,466 | $1.84M | 0.44% | +208+4.0% | Added |
| Armbruster Capital Management, Inc. | 5,476 | $1.84M | 0.42% | +65+1.2% | Added |
| Triton Wealth Management, PLLC | 6,021 | $1.84M | 0.96% | +38+0.6% | Added |
| Kaydan Wealth Management, Inc. | 5,504 | $1.85M | 0.70% | +5,504 | New |
| TrueWealth Advisors, LLC | 5,543 | $1.86M | 0.84% | +1,580+39.9% | Added |
| White Lighthouse Investment Management Inc. | 5,576 | $1.88M | 0.47% | +52+0.9% | Added |
| Paragon Wealth Strategies, LLC | 5,585 | $1.88M | 0.45% | +167+3.1% | Added |
| Cordasco Financial Network | 5,623 | $1.89M | 1.18% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 5,635 | $1.90M | 1.50% | +5,635 | New |
| First Citizens Financial Corp | 5,682 | $1.91M | 1.40% | −89−1.5% | Reduced |
| Select Asset Management & Trust | 5,685 | $1.91M | 1.27% | 00.0% | Unchanged |
| Lionsbridge Wealth Management LLC | 5,692 | $1.91M | 2.06% | −172−2.9% | Reduced |
| Tillar-Wenstrup Advisors, LLC | 5,692 | $1.91M | 0.90% | +1,229+27.5% | Added |
| Goepper Burkhardt LLC | 5,694 | $1.92M | 1.14% | +57+1.0% | Added |
| LGL Partners, LLC | 5,703 | $1.92M | 0.23% | +2,413+73.3% | Added |
| S. Muoio & Co. LLC | 5,743 | $1.93M | 2.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 5,754 | $1.94M | 1.52% | +5,754 | New |
| Compass Ion Advisors, LLC | 5,762 | $1.94M | 0.62% | +816+16.5% | Added |
| Twelve Points Wealth Management LLC | 5,770 | $1.94M | 1.57% | +5,770 | New |
| Indie Asset Partners, LLC | 5,790 | $1.95M | 1.41% | −3,259−36.0% | Reduced |
| Old North State Wealth Management, LLC | 5,781 | $1.95M | 1.96% | +5,781 | New |
| McGowan Group Asset Management, Inc. | 5,796 | $1.95M | 0.34% | +185+3.3% | Added |
| Walleye Capital LLC | 5,797 | $1.95M | 0.06% | −6,985−54.6% | Reduced |
| Crestone Asset Management LLC | 5,810 | $1.95M | 0.39% | +188+3.3% | Added |
| TTP Investments, Inc. | 5,816 | $1.96M | 1.46% | +5,816 | New |
| Single Point Partners, LLC | 5,815 | $1.96M | 0.52% | +5,815 | New |
| AtlasMark Financial, Inc | 5,848 | $1.97M | 2.38% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 5,876 | $1.98M | 0.90% | +336+6.1% | Added |
| LifePro Asset Management | 5,884 | $1.98M | 0.59% | +1,090+22.7% | Added |
| Cohen & Steers, Inc. | 5,886 | $1.98M | 0.00% | +887+17.7% | Added |
| AllSquare Wealth Management LLC | 5,900 | $1.98M | 1.16% | −64−1.1% | Reduced |
| American Financial Advisors, LLC | 5,899 | $1.98M | 0.25% | −21−0.4% | Reduced |
| Capital Financial Services, LLC | 5,903 | $1.99M | 2.17% | −40−0.7% | Reduced |
| Rocky Mountain Advisers, LLC | 5,904 | $1.99M | 2.26% | −298−4.8% | Reduced |
| DSC Advisors, L.P. | 5,915 | $1.99M | 2.30% | −846−12.5% | Reduced |
| Sadoff Investment Management LLC | 5,927 | $1.99M | 0.12% | +434+7.9% | Added |
| Colton Groome Financial Advisors, LLC | 5,925 | $1.99M | 0.81% | +435+7.9% | Added |
| Willner & Heller, LLC | 7,075 | $2.00M | 2.65% | +7,075 | New |
| Cornerstone National Bank & Trust Co | 5,937 | $2.00M | 0.88% | −55−0.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 6,000 | $2.02M | 0.46% | 00.0% | Unchanged |
| Viking Fund Management LLC | 6,000 | $2.02M | 0.53% | 00.0% | Unchanged |
| Latash Investments, LLC | 6,000 | $2.02M | 1.25% | 00.0% | Unchanged |
| ERn Financial, LLC | 6,015 | $2.02M | 0.45% | +5+0.1% | Added |
| Check Capital Management Inc | 6,016 | $2.02M | 0.16% | +214+3.7% | Added |
| Dean Investment Associates, LLC | 6,025 | $2.03M | 0.36% | −131−2.1% | Reduced |
| Apexium Financial, LP | 6,025 | $2.03M | 1.05% | +86+1.4% | Added |
| Westshore Wealth, LLC | 6,040 | $2.03M | 1.39% | +55+0.9% | Added |
| Antonetti Capital Management LLC | 6,048 | $2.03M | 1.59% | −117−1.9% | Reduced |
| Rodgers & Associates, LTD | 6,065 | $2.04M | 0.31% | +1,015+20.1% | Added |
| Beaird Harris Wealth Management, LLC | 6,074 | $2.04M | 0.75% | +6,074 | New |
| KFA Private Wealth Group, LLC | 6,082 | $2.04M | 1.02% | +44+0.7% | Added |
| SRS Capital Advisors, Inc. | 6,087 | $2.05M | 0.26% | +2,223+57.5% | Added |
| Hillsdale Investment Management Inc. | 6,095 | $2.05M | 0.14% | −100−1.6% | Reduced |
| Advisory Resource Group | 6,591 | $2.05M | 0.68% | +1,276+24.0% | Added |
| Coastal Capital Group, Inc. | 6,104 | $2.05M | 0.46% | +39+0.6% | Added |
| Seaport Global Advisors, LLC | 6,120 | $2.06M | 2.82% | +6,120 | New |
| Cassady Schiller Wealth Management, LLC | 6,124 | $2.06M | 1.24% | +6,124 | New |
| Kellett Schaffner Wealth Advisors LLC | 6,130 | $2.06M | 1.58% | +6,130 | New |
| Gill Capital Partners, LLC | 6,139 | $2.06M | 0.91% | −127−2.0% | Reduced |
| C M Bidwell & Associates Ltd | 6,143 | $2.07M | 1.27% | −198−3.1% | Reduced |
| Fermata Advisors, LLC | 6,134 | $2.07M | 0.76% | +379+6.6% | Added |
| Newman & Schimel, LLC | 6,148 | $2.07M | 1.17% | −245−3.8% | Reduced |
| Pasadena Private Wealth, LLC | 6,220 | $2.09M | 0.68% | +372+6.4% | Added |
| Copperwynd Financial, LLC | 6,225 | $2.09M | 0.79% | +458+7.9% | Added |
| Onyx Bridge Wealth Group LLC | 6,270 | $2.10M | 0.71% | +1,175+23.1% | Added |
| Consilio Wealth Advisors, LLC | 6,245 | $2.10M | 1.63% | +6,245 | New |
| Johnson Bixby & Associates, LLC | 6,278 | $2.11M | 0.56% | −37−0.6% | Reduced |
| Summit Wealth Partners, LLC | 6,292 | $2.12M | 0.45% | +22+0.4% | Added |
| Profit Investment Management, LLC | 6,302 | $2.12M | 1.33% | +24+0.4% | Added |
| RHS Financial, LLC | 6,307 | $2.12M | 1.47% | +211+3.5% | Added |
| TAP Consulting, LLC | 6,325 | $2.13M | 0.49% | +30.0% | Added |
| Red Cedar Capital, LLC | 6,333 | $2.13M | 1.21% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 6,332 | $2.13M | 0.82% | +6,332 | New |
| Rock Point Advisors, LLC | 6,341 | $2.13M | 0.60% | +190+3.1% | Added |
| Hummer Financial Advisory Services Inc | 6,350 | $2.14M | 1.80% | −180−2.8% | Reduced |
| Cedrus LLC | 6,362 | $2.14M | 2.06% | +6,362 | New |
| Delos Wealth Advisors, LLC | 6,396 | $2.15M | 2.05% | +598+10.3% | Added |
| Norwood Financial Corp | 6,403 | $2.15M | 2.99% | +6,403 | New |
| MUFG Securities EMEA plc | 6,429 | $2.16M | 0.05% | −988,906−99.4% | Reduced |
| Tennessee Valley Asset Management Partners | 6,433 | $2.16M | 0.72% | +30+0.5% | Added |
| McAlister, Sweet & Associates, Inc. | 6,443 | $2.17M | 1.89% | +6,443 | New |
| Center For Asset Management LLC | 6,445 | $2.17M | 1.60% | +2,122+49.1% | Added |
| WealthCare Investment Partners, LLC | 6,447 | $2.17M | 2.10% | +6,447 | New |
| Campion Asset Management LLC | 6,449 | $2.17M | 1.80% | +984+18.0% | Added |
| Emerald Mutual Fund Advisers Trust | 6,465 | $2.17M | 0.08% | +400+6.6% | Added |
| Navalign, LLC | 6,478 | $2.18M | 0.87% | −142−2.1% | Reduced |
| Dorchester Wealth Management Co | 6,480 | $2.18M | 0.43% | +334+5.4% | Added |
| Ironwood Investment Management LLC | 6,489 | $2.18M | 1.08% | +25+0.4% | Added |
| FOCUS Wealth Advisors, LLC | 6,528 | $2.20M | 1.31% | +175+2.8% | Added |
| Texas Capital Bancshares Inc | 6,533 | $2.20M | 1.31% | −9−0.1% | Reduced |