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 |
|---|---|---|---|---|---|
| Retirement Income Solutions, Inc | 7,337 | $2.47M | 0.66% | +162+2.3% | Added |
| Triad Financial Advisors, Inc. | 7,337 | $2.47M | 1.46% | +7,337 | New |
| Cooper/Haims Advisors, LLC | 7,347 | $2.47M | 1.52% | −303−4.0% | Reduced |
| Compass Financial Advisors LLC | 7,350 | $2.47M | 2.72% | +7,350 | New |
| Salvus Wealth Management, LLC | 7,354 | $2.47M | 1.81% | −606−7.6% | Reduced |
| Westhampton Capital, LLC | 7,367 | $2.48M | 1.52% | +5+0.1% | Added |
| Alterity Financial Group, LLC | 7,370 | $2.48M | 2.68% | +7,370 | New |
| Relative Value Partners Group, LLC | 7,375 | $2.48M | 0.18% | −289−3.8% | Reduced |
| Blackston Financial Advisory Group, LLC | 7,380 | $2.48M | 1.44% | +7,380 | New |
| Twin Focus Capital Partners, LLC | 7,401 | $2.49M | 0.50% | +304+4.3% | Added |
| Grant/GrossMendelsohn, LLC | 7,916 | $2.49M | 1.98% | −87−1.1% | Reduced |
| SFE Investment Counsel | 7,418 | $2.50M | 0.64% | −255−3.3% | Reduced |
| Lipe & Dalton | 7,434 | $2.50M | 1.18% | −119−1.6% | Reduced |
| Xcel Wealth Management, LLC | 7,445 | $2.50M | 0.64% | +297+4.2% | Added |
| Diversified, LLC | 7,447 | $2.50M | 1.06% | +30.0% | Added |
| Wagner Wealth Management, LLC | 7,461 | $2.51M | 1.92% | +1,005+15.6% | Added |
| WFA of San Diego, LLC | 7,481 | $2.52M | 1.46% | +1,224+19.6% | Added |
| Sugarloaf Wealth Management, LLC | 7,495 | $2.52M | 0.60% | −1,214−13.9% | Reduced |
| Coho Partners, Ltd. | 7,498 | $2.52M | 0.04% | 00.0% | Unchanged |
| Aristides Capital LLC | 7,502 | $2.52M | 1.46% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 7,603 | $2.52M | 0.29% | +131+1.8% | Added |
| CMT Capital Markets Trading GmbH | 7,513 | $2.53M | 0.73% | −987−11.6% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,536 | $2.54M | 0.81% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 7,538 | $2.54M | 0.83% | +92+1.2% | Added |
| Tilia Fiduciary Partners, Inc. | 7,538 | $2.54M | 2.04% | +7,538 | New |
| Baldrige Asset Management LLC | 7,545 | $2.54M | 0.99% | −11−0.1% | Reduced |
| Landmark Financial Advisors, LLC | 7,568 | $2.54M | 1.13% | +139+1.9% | Added |
| Outlook Wealth Advisors, LLC | 7,580 | $2.55M | 0.75% | −12−0.2% | Reduced |
| Truepoint, Inc. | 7,580 | $2.55M | 0.12% | +1,042+15.9% | Added |
| Zimmermann Investment Management & Planning LLC | 7,583 | $2.55M | 1.43% | +7,583 | New |
| MinichMacGregor Wealth Management, LLC | 7,590 | $2.55M | 0.78% | +1,701+28.9% | Added |
| Stillwater Investment Management, LLC | 7,606 | $2.56M | 0.63% | −246−3.1% | Reduced |
| Orrstown Financial Services Inc | 8,063 | $2.57M | 3.92% | −874−9.8% | Reduced |
| Cabot Wealth Management Inc | 7,645 | $2.57M | 0.33% | +40+0.5% | Added |
| Sonen Capital LLC | 7,653 | $2.57M | 2.49% | +7,653 | New |
| Fortress Wealth Group, LLC | 8,281 | $2.58M | 1.92% | −21−0.3% | Reduced |
| Kaizen Financial Strategies | 7,676 | $2.58M | 1.93% | −4,617−37.6% | Reduced |
| Groesbeck Investment Management Corp | 7,688 | $2.59M | 3.28% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 7,689 | $2.59M | 1.31% | +648+9.2% | Added |
| Bridgeworth, LLC | 7,693 | $2.59M | 0.57% | +955+14.2% | Added |
| First National Bank Sioux Falls | 7,704 | $2.59M | 2.77% | +151+2.0% | Added |
| Aire Advisors, LLC | 7,716 | $2.59M | 1.12% | +7,716 | New |
| Alera Investment Advisors, LLC | 7,713 | $2.59M | 0.71% | −1,197−13.4% | Reduced |
| Creative Financial Designs Inc | 7,714 | $2.60M | 0.39% | −298−3.7% | Reduced |
| One Wealth Advisors, LLC | 7,728 | $2.60M | 0.66% | +136+1.8% | Added |
| WSFS Capital Management, LLC | 7,732 | $2.60M | 0.99% | +151+2.0% | Added |
| Vivid Financial Management, Inc. | 7,743 | $2.60M | 0.97% | +677+9.6% | Added |
| Midwest Wealth Management Inc. | 7,767 | $2.61M | 1.63% | +816+11.7% | Added |
| Intelligent Financial Strategies | 7,776 | $2.62M | 2.35% | +7,776 | New |
| Midwest Professional Planners, LTD. | 7,788 | $2.62M | 1.27% | +98+1.3% | Added |
| Alpha DNA Investment Management LLC | 7,793 | $2.62M | 1.68% | +5,829+296.8% | Added |
| Foresight Capital Management Advisors, Inc. | 7,802 | $2.62M | 2.56% | +7,802 | New |
| Evolution Wealth Advisors, LLC | 7,814 | $2.63M | 0.46% | +42+0.5% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,666 | $2.63M | 0.78% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 7,827 | $2.63M | 0.07% | −1,030−11.6% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 7,827 | $2.63M | 1.53% | +5+0.1% | Added |
| Monticello Wealth Management, LLC | 7,838 | $2.64M | 0.24% | +955+13.9% | Added |
| Paradigm Capital Management, LLC | 7,839 | $2.64M | 2.62% | +7,839 | New |
| WealthBridge Capital Management, LLC | 7,851 | $2.64M | 0.99% | −288−3.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 7,870 | $2.65M | 1.90% | −307−3.8% | Reduced |
| Satovsky Asset Management LLC | 7,878 | $2.65M | 1.78% | +190+2.5% | Added |
| Peterson Wealth Management | 7,882 | $2.65M | 1.77% | +237+3.1% | Added |
| Barnes Pettey Financial Advisors, LLC | 7,892 | $2.65M | 3.05% | +7,892 | New |
| Legg Mason Asset Management (Japan) Co., Ltd. | 7,900 | $2.66M | 2.94% | +988+14.3% | Added |
| Aft, Forsyth & Sober, LLC | 7,925 | $2.67M | 0.94% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 7,925 | $2.67M | 0.67% | −1,100−12.2% | Reduced |
| Bernzott Capital Advisors | 7,969 | $2.68M | 0.23% | −388−4.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 7,986 | $2.69M | 1.19% | −3,932−33.0% | Reduced |
| KLCM Advisors, Inc. | 7,997 | $2.69M | 0.59% | +323+4.2% | Added |
| Paragon Advisors, LLC | 8,000 | $2.69M | 1.32% | +10.0% | Added |
| Knightsbridge Asset Management, LLC | 8,007 | $2.69M | 0.90% | −56−0.7% | Reduced |
| Strategic Wealth Management Inc | 8,009 | $2.69M | 1.33% | +147+1.9% | Added |
| Tealwood Asset Management Inc | 8,021 | $2.70M | 1.08% | −604−7.0% | Reduced |
| Firethorn Wealth Partners, LLC | 8,044 | $2.71M | 2.03% | +8,044 | New |
| Shepherd Kaplan Krochuk, LLC | 8,057 | $2.71M | 0.99% | +2,203+37.6% | Added |
| Rede Wealth, LLC | 8,068 | $2.71M | 1.36% | −1,000−11.0% | Reduced |
| Penobscot Wealth Management | 8,111 | $2.73M | 2.32% | −313−3.7% | Reduced |
| Pring Turner Capital Group Inc | 8,114 | $2.73M | 2.41% | +8,114 | New |
| Cornercap Investment Counsel Inc | 8,127 | $2.73M | 0.40% | −9−0.1% | Reduced |
| Campbell Wealth Management | 8,138 | $2.74M | 0.31% | +88+1.1% | Added |
| Walker Asset Management, LLC | 8,142 | $2.74M | 2.40% | +8,142 | New |
| Aspire Capital Advisors LLC | 8,182 | $2.75M | 9.19% | +8,182 | New |
| Keebeck Alpha, LP | 8,188 | $2.75M | 1.00% | +2,709+49.4% | Added |
| Mount Lucas Management LP | 8,190 | $2.75M | 0.79% | +8,190 | New |
| Grand Central Investment Group | 8,199 | $2.76M | 3.30% | −1,042−11.3% | Reduced |
| Centiva Capital, LP | 8,202 | $2.76M | 0.18% | −33,522−80.3% | Reduced |
| TMD Wealth Management, LLC | 8,204 | $2.76M | 1.03% | −1,440−14.9% | Reduced |
| PAX Financial Group, LLC | 8,208 | $2.76M | 0.62% | −73−0.9% | Reduced |
| Lavaca Capital LLC | 8,229 | $2.77M | 1.23% | −516−5.9% | Reduced |
| CMG Global Holdings, LLC | 8,246 | $2.77M | 1.79% | +129+1.6% | Added |
| Derbend Asset Management | 8,275 | $2.78M | 2.72% | +252+3.1% | Added |
| LSP Investment Advisors, LLC | 8,280 | $2.79M | 1.19% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 8,291 | $2.79M | 1.59% | +11+0.1% | Added |
| Goodwin Daniel L | 8,334 | $2.80M | 1.23% | −440−5.0% | Reduced |
| blooom, inc. | 8,355 | $2.81M | 2.12% | −957−10.3% | Reduced |
| CKW Financial Group | 8,351 | $2.81M | 0.43% | +3,781+82.7% | Added |
| Nottingham Advisors, Inc. | 8,362 | $2.81M | 0.31% | +257+3.2% | Added |
| Corundum Group, Inc. | 8,368 | $2.81M | 1.83% | +885+11.8% | Added |
| Carson Advisory Inc. | 8,370 | $2.81M | 2.85% | +8,370 | New |
| White Knight Strategic Wealth Advisors, LLC | 8,374 | $2.82M | 2.94% | +8,374 | New |