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 |
|---|---|---|---|---|---|
| Cortland Associates Inc | 6,546 | $2.20M | 0.23% | −266−3.9% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 6,553 | $2.20M | 2.00% | +6,553 | New |
| Heritage Financial Services, LLC | 6,557 | $2.21M | 1.73% | +6,557 | New |
| Clarity Wealth Advisors, LLC | 6,587 | $2.21M | 1.03% | −106−1.6% | Reduced |
| Claris Advisors, LLC | 6,593 | $2.22M | 2.35% | +6,593 | New |
| Sound Income Strategies, LLC | 6,597 | $2.22M | 0.26% | +278+4.4% | Added |
| Summit Wealth & Retirement Planning, Inc. | 6,605 | $2.22M | 0.76% | −217−3.2% | Reduced |
| Orgel Wealth Management, LLC | 6,603 | $2.22M | 0.21% | +590+9.8% | Added |
| Burns Matteson Capital Management, LLC | 6,608 | $2.22M | 1.51% | +232+3.6% | Added |
| F3Logic, LLC | 6,605 | $2.22M | 0.26% | +272+4.3% | Added |
| Arq Wealth Advisors, LLC | 6,638 | $2.23M | 1.59% | −309−4.4% | Reduced |
| Parkside Advisors LLC | 6,641 | $2.23M | 0.68% | −87−1.3% | Reduced |
| Burton Enright Welch | 6,647 | $2.24M | 1.50% | +6,647 | New |
| Nova R Wealth, Inc. | 6,647 | $2.24M | 1.82% | +6,647 | New |
| Selective Wealth Management, Inc. | 6,652 | $2.24M | 0.91% | +35+0.5% | Added |
| Navellier & Associates Inc | 6,665 | $2.24M | 0.33% | −146−2.1% | Reduced |
| Cedar Wealth Management, LLC | 6,669 | $2.24M | 0.91% | +654+10.9% | Added |
| Clearwater Capital Advisors, LLC | 6,674 | $2.25M | 0.25% | −123−1.8% | Reduced |
| Meridian Financial, LLC | 6,676 | $2.25M | 2.10% | +6,676 | New |
| Eagle Bluffs Wealth Management LLC | 6,677 | $2.25M | 2.35% | +6,677 | New |
| Source Financial Advisors LLC | 6,690 | $2.25M | 0.61% | −726−9.8% | Reduced |
| LFA - Lugano Financial Advisors SA | 6,700 | $2.25M | 1.30% | +440+7.0% | Added |
| Roble, Belko & Company, Inc | 6,706 | $2.25M | 0.42% | +194+3.0% | Added |
| Arcus Capital Partners, LLC | 6,729 | $2.26M | 0.77% | +2,037+43.4% | Added |
| Aspire Private Capital, LLC | 6,739 | $2.27M | 0.71% | +204+3.1% | Added |
| Triumph Capital Management | 6,740 | $2.27M | 0.98% | +1,033+18.1% | Added |
| MPS Loria Financial Planners, LLC | 6,744 | $2.27M | 0.92% | +5+0.1% | Added |
| Green Square Capital Advisors LLC | 6,743 | $2.27M | 0.45% | +128+1.9% | Added |
| Lewis Capital Management, LLC | 6,753 | $2.27M | 2.38% | +6,753 | New |
| Crew Capital Management, Ltd. | 6,765 | $2.27M | 1.92% | −639−8.6% | Reduced |
| Birchcreek Wealth Management, LLC | 6,765 | $2.27M | 1.98% | +200+3.0% | Added |
| Pathway Financial Advisors LLC | 7,316 | $2.27M | 0.81% | +7,316 | New |
| Financial & Tax Architects, LLC | 6,766 | $2.28M | 0.93% | +34+0.5% | Added |
| Southland Equity Partners LLC | 6,773 | $2.28M | 0.93% | +9+0.1% | Added |
| Detalus Advisors, LLC | 6,779 | $2.28M | 1.10% | −529−7.2% | Reduced |
| Legacy Wealth Planning, LLC | 6,787 | $2.28M | 2.60% | −845−11.1% | Reduced |
| WestHill Financial Advisors, Inc. | 6,791 | $2.28M | 0.65% | +1,179+21.0% | Added |
| Tyler-Stone Wealth Management | 6,803 | $2.29M | 1.21% | +6,803 | New |
| Traphagen Investment Advisors LLC | 6,806 | $2.29M | 0.38% | −5−0.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 6,808 | $2.29M | 2.63% | +6,808 | New |
| Marks Group Wealth Management, Inc | 6,822 | $2.29M | 0.28% | +791+13.1% | Added |
| Barden Capital Management, Inc. | 6,837 | $2.30M | 2.19% | +6,837 | New |
| Ade, LLC | 6,841 | $2.30M | 1.96% | +34+0.5% | Added |
| IMPACTfolio, LLC | 6,843 | $2.30M | 2.02% | +6,843 | New |
| Seven Springs Wealth Group, LLC | 6,845 | $2.30M | 1.05% | +5,418+379.7% | Added |
| WP Advisors, LLC | 6,851 | $2.30M | 0.96% | +618+9.9% | Added |
| Chemistry Wealth Management LLC | 6,855 | $2.31M | 1.93% | +6,855 | New |
| Next Level Private LLC | 6,855 | $2.31M | 1.93% | +6,855 | New |
| Wolff Financial Management LLC | 6,858 | $2.31M | 0.87% | +6,858 | New |
| Levy Wealth Management Group, LLC | 6,867 | $2.31M | 1.05% | +33+0.5% | Added |
| BCS Wealth Management | 6,870 | $2.31M | 0.83% | +849+14.1% | Added |
| Oder Investment Management, LLC | 6,881 | $2.31M | 3.26% | −292−4.1% | Reduced |
| Eldridge Investment Advisors, Inc. | 6,891 | $2.32M | 0.77% | +10.0% | Added |
| ERTS Wealth Advisors, LLC | 6,897 | $2.32M | 0.55% | +71+1.0% | Added |
| Granite Bay Wealth Management, LLC | 6,906 | $2.32M | 2.29% | +6,906 | New |
| Stephens Consulting, LLC | 6,910 | $2.32M | 1.96% | +6,910 | New |
| TD Capital Management LLC | 6,926 | $2.33M | 0.26% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 6,925 | $2.33M | 0.81% | +491+7.6% | Added |
| New World Advisors LLC | 6,942 | $2.33M | 1.07% | −110−1.6% | Reduced |
| 1620 Investment Advisors, Inc. | 6,949 | $2.34M | 2.62% | +6,949 | New |
| S.C. Financial Services, Inc. | 7,692 | $2.35M | 2.69% | +7,692 | New |
| Ascendant Capital Management, LLC | 7,000 | $2.35M | 1.86% | +2,000+40.0% | Added |
| Granite Point Capital Management, L.P. | 7,000 | $2.35M | 0.92% | +3,000+75.0% | Added |
| Courage Capital Management LLC | 7,011 | $2.36M | 1.58% | −8,850−55.8% | Reduced |
| Aldebaran Financial Inc. | 7,020 | $2.36M | 1.84% | +190+2.8% | Added |
| Elmwood Wealth Management, Inc. | 7,020 | $2.36M | 1.13% | +7,020 | New |
| Peterson Wealth Services | 7,027 | $2.36M | 1.57% | +7,027 | New |
| Firestone Capital Management | 7,053 | $2.37M | 0.75% | +355+5.3% | Added |
| Trevian Wealth Management LLC | 7,061 | $2.37M | 2.28% | +7,061 | New |
| Cowen Prime Advisors LLC | 7,075 | $2.38M | 0.81% | −1,400−16.5% | Reduced |
| Capital Directions Investment Advisors, LLC | 7,078 | $2.38M | 0.69% | +803+12.8% | Added |
| Investment Advisory Group, LLC | 7,884 | $2.38M | 1.53% | +7,884 | New |
| Atwood & Palmer Inc | 7,101 | $2.39M | 0.20% | +265+3.9% | Added |
| Larson Financial Group LLC | 7,102 | $2.39M | 0.38% | +2,189+44.6% | Added |
| Objective Capital Management, LLC | 7,121 | $2.40M | 1.69% | +7,121 | New |
| Delphia (USA) Inc. | 7,123 | $2.40M | 2.55% | +7,123 | New |
| Pictet Bank & Trust Ltd | 7,130 | $2.40M | 1.24% | −660−8.5% | Reduced |
| Jacobsen Capital Management | 7,142 | $2.40M | 1.14% | −14−0.2% | Reduced |
| KB Financial Partners, LLC | 7,148 | $2.40M | 0.69% | +35+0.5% | Added |
| CMC Financial Group | 7,153 | $2.41M | 1.30% | −217−2.9% | Reduced |
| Oak Asset Management, LLC | 7,171 | $2.41M | 0.92% | −79−1.1% | Reduced |
| Montis Financial, LLC | 7,172 | $2.41M | 1.75% | −45−0.6% | Reduced |
| Dimension Capital Management LLC | 7,196 | $2.42M | 0.45% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 7,202 | $2.42M | 0.24% | 00.0% | Unchanged |
| Pinnacle Wealth Management, LLC | 7,200 | $2.42M | 2.07% | +7,200 | New |
| Vanguard Capital Wealth Advisors | 7,216 | $2.43M | 1.74% | −45−0.6% | Reduced |
| OPSEU Pension Plan Trust Fund | 7,280 | $2.43M | 0.55% | +1,047+16.8% | Added |
| Bickling Financial Services, Inc. | 7,225 | $2.43M | 1.18% | +455+6.7% | Added |
| High Falls Advisors, Inc | 7,231 | $2.43M | 0.62% | +508+7.6% | Added |
| Sovereign Financial Group, Inc. | 7,248 | $2.44M | 1.00% | +1,461+25.2% | Added |
| Taylor & Morgan Wealth Management, LLC | 7,253 | $2.44M | 1.97% | +7,253 | New |
| Greenup Street Wealth Management LLC | 7,257 | $2.44M | 1.47% | +7,257 | New |
| Genesee Capital Advisors, LLC | 7,282 | $2.45M | 1.17% | −71−1.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 7,284 | $2.45M | 0.91% | +7,284 | New |
| Financial Advisory Group | 7,301 | $2.46M | 0.48% | −25−0.3% | Reduced |
| N.E.W. Advisory Services LLC | 7,309 | $2.46M | 0.37% | +195+2.7% | Added |
| NinePointTwo Capital | 7,314 | $2.46M | 0.79% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 7,324 | $2.46M | 1.06% | −219−2.9% | Reduced |
| Truehand, Inc | 7,327 | $2.46M | 1.44% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 7,329 | $2.46M | 1.09% | +7,329 | New |