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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Washburn Capital Management, Inc. | 8,406 | $2.83M | 1.68% | +202+2.5% | Added |
| Acima Private Wealth, LLC | 8,411 | $2.83M | 1.22% | −949−10.1% | Reduced |
| Madison Wealth Partners, Inc | 8,418 | $2.83M | 1.42% | +130+1.6% | Added |
| Foresight Wealth Management, LLC | 8,427 | $2.83M | 1.08% | +302+3.7% | Added |
| William Allan, LLC | 8,428 | $2.83M | 2.02% | +8,428 | New |
| Guerra Pan Advisors, LLC | 8,450 | $2.84M | 2.82% | +8,450 | New |
| Round Hill Asset Management | 8,459 | $2.85M | 1.43% | −35−0.4% | Reduced |
| Loveless Wealth Management LLC | 8,470 | $2.85M | 1.56% | −279−3.2% | Reduced |
| Asset Management Group, Inc. | 8,471 | $2.85M | 0.56% | +26+0.3% | Added |
| Southern Capital Advisors, LLC | 8,478 | $2.85M | 1.76% | +8,478 | New |
| Twin Lakes Capital Management, LLC | 8,497 | $2.86M | 1.52% | +30.0% | Added |
| Hemington Wealth Management | 12,856 | $2.86M | 1.32% | −953−6.9% | Reduced |
| Wellspring Financial Advisors, LLC | 8,494 | $2.86M | 0.80% | −32−0.4% | Reduced |
| MKT Advisors LLC | 9,651 | $2.86M | 2.24% | +9,651 | New |
| Magnolia Capital Management Ltd | 8,518 | $2.87M | 2.26% | −200−2.3% | Reduced |
| Heron Financial Group, LLC | 9,282 | $2.87M | 1.54% | +126+1.4% | Added |
| Advisory Services & Investments, LLC | 8,528 | $2.87M | 1.83% | −104−1.2% | Reduced |
| High Note Wealth, LLC | 8,531 | $2.87M | 0.97% | −12−0.1% | Reduced |
| Bullseye Investment Management, LLC | 8,571 | $2.88M | 2.10% | +8,571 | New |
| Clark Financial Advisors | 8,588 | $2.89M | 2.41% | −85−1.0% | Reduced |
| Purus Wealth Management, LLC | 8,591 | $2.89M | 1.81% | +64+0.8% | Added |
| Iron Financial, LLC | 8,592 | $2.89M | 1.29% | −67−0.8% | Reduced |
| Adams Chetwood Wealth Management LLC | 8,603 | $2.89M | 1.97% | +456+5.6% | Added |
| Cladis Investment Advisory, LLC | 8,608 | $2.90M | 2.32% | +8,608 | New |
| Round Table Services, LLC | 8,620 | $2.90M | 0.55% | +1,150+15.4% | Added |
| Landaas & Co | 8,628 | $2.90M | 1.54% | +160+1.9% | Added |
| Ativo Capital Management LLC | 8,632 | $2.90M | 1.28% | +1,000+13.1% | Added |
| Rosenberg Matthew Hamilton | 8,641 | $2.91M | 1.03% | −627−6.8% | Reduced |
| apricus wealth, LLC | 8,646 | $2.91M | 2.59% | +8,646 | New |
| Traverso Chambers Private Wealth Management, LLC | 8,677 | $2.92M | 0.87% | +94+1.1% | Added |
| Wilson & Boucher Capital Management, LLC | 8,677 | $2.92M | 2.63% | +8,677 | New |
| Tortoise Investment Management, LLC | 8,686 | $2.92M | 0.55% | −51−0.6% | Reduced |
| Thrive Wealth Management, LLC | 8,701 | $2.93M | 1.00% | +8,701 | New |
| Eos Focused Equity Management, L.P. | 8,708 | $2.93M | 2.28% | −2,166−19.9% | Reduced |
| Criteria Caixa, S.A.U. | 875 | $2.94M | 0.37% | −7,875−90.0% | Reduced |
| Focused Wealth Management, Inc | 8,753 | $2.94M | 0.46% | −80−0.9% | Reduced |
| Mayport, LLC | 8,772 | $2.95M | 2.20% | +8,772 | New |
| Cutter & CO Brokerage, Inc. | 8,787 | $2.96M | 0.81% | +362+4.3% | Added |
| Abacus Wealth Partners, LLC | 8,796 | $2.96M | 1.05% | −1,027−10.5% | Reduced |
| O'Brien Greene & Co. Inc | 8,801 | $2.96M | 0.97% | −134−1.5% | Reduced |
| Pointe Capital Management LLC | 8,803 | $2.96M | 1.87% | +56+0.6% | Added |
| Waypoint Capital Advisors, LLC | 8,817 | $2.96M | 2.04% | +8,817 | New |
| Oliver Luxxe Assets LLC | 8,835 | $2.97M | 0.75% | −290−3.2% | Reduced |
| Conway Capital Management, Inc. | 8,835 | $2.97M | 1.75% | +1,250+16.5% | Added |
| Mosaic Family Wealth, LLC | 8,840 | $2.97M | 0.77% | +124+1.4% | Added |
| Sterneck Capital Management, LLC | 8,857 | $2.98M | 1.76% | +65+0.7% | Added |
| Morris Retirement Advisors, LLC | 8,859 | $2.98M | 2.30% | +121+1.4% | Added |
| Bowman & Co S.C. | 8,870 | $2.98M | 2.30% | +8,870 | New |
| Opal Wealth Advisors, LLC | 8,887 | $2.99M | 1.89% | +2,656+42.6% | Added |
| Semmax Financial Advisors Inc. | 8,900 | $2.99M | 1.11% | −2,327−20.7% | Reduced |
| JJJ Advisors Inc. | 8,900 | $2.99M | 0.90% | +491+5.8% | Added |
| Infini Master Fund | 8,900 | $2.99M | 7.62% | +6,800+323.8% | Added |
| Infini Capital Management Ltd | 8,900 | $2.99M | 7.62% | +6,800+323.8% | Added |
| Alliance Wealth Advisors, LLC | 8,903 | $2.99M | 2.44% | +109+1.2% | Added |
| Cavalier Investments, LLC | 8,903 | $3.00M | 0.78% | +2,881+47.8% | Added |
| Titleist Asset Management, Ltd. | 8,905 | $3.00M | 0.59% | +8,905 | New |
| Sharkey, Howes & Javer | 8,925 | $3.00M | 0.68% | +11+0.1% | Added |
| Ellis Investment Partners, LLC | 8,940 | $3.01M | 0.69% | −34−0.4% | Reduced |
| Red Wave Investments LLC | 8,952 | $3.01M | 1.03% | −169−1.9% | Reduced |
| H. L. Ormond & Company, LLC | 9,932 | $3.02M | 3.55% | +9,932 | New |
| Lumature Wealth Partners, LLC | 8,994 | $3.02M | 1.18% | +131+1.5% | Added |
| Difesa Capital Management, LP | 9,000 | $3.03M | 2.19% | +9,000 | New |
| Concord Asset Management, LLC | 9,014 | $3.03M | 2.02% | +9,014 | New |
| Marshall Financial Group LLC | 9,046 | $3.04M | 1.12% | +1,042+13.0% | Added |
| Index Fund Advisors, Inc. | 9,056 | $3.05M | 0.22% | +9,056 | New |
| Norris Financial Group, LLC | 9,070 | $3.05M | 1.84% | −4,533−33.3% | Reduced |
| Access Financial Services, Inc. | 9,098 | $3.06M | 1.38% | −551−5.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 9,110 | $3.06M | 0.61% | +557+6.5% | Added |
| Regal Wealth Group, Inc. | 9,119 | $3.07M | 1.73% | +100+1.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 10,334 | $3.07M | 1.97% | +10,334 | New |
| Capital Performance Advisors LLP | 10,252 | $3.07M | 1.86% | +10,252 | New |
| Sandy Cove Advisors, LLC | 9,143 | $3.08M | 2.59% | +9,143 | New |
| Grace & White Inc | 9,150 | $3.08M | 0.57% | 00.0% | Unchanged |
| Doheny Asset Management | 9,214 | $3.10M | 2.17% | −250−2.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 9,214 | $3.10M | 0.07% | +478+5.5% | Added |
| Sloy Dahl & Holst, LLC | 11,003 | $3.10M | 0.66% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 9,238 | $3.11M | 2.67% | −1,432−13.4% | Reduced |
| Gould Asset Management LLC | 9,245 | $3.11M | 0.87% | +885+10.6% | Added |
| Marion Wealth Management | 9,269 | $3.12M | 1.48% | +9,269 | New |
| Sowa Financial Group, Inc. | 9,290 | $3.13M | 1.83% | +87+0.9% | Added |
| Towercrest Capital Management | 9,304 | $3.13M | 0.57% | +69+0.7% | Added |
| Merrion Investment Management Co, LLC | 9,316 | $3.13M | 2.30% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 9,345 | $3.14M | 1.86% | −276−2.9% | Reduced |
| HT Partners LLC | 9,347 | $3.14M | 0.92% | +255+2.8% | Added |
| Peninsula Wealth, LLC | 9,354 | $3.15M | 0.85% | +9,354 | New |
| Kalos Management, Inc. | 9,390 | $3.15M | 0.85% | +92+1.0% | Added |
| XTX Topco Ltd | 9,365 | $3.15M | 1.78% | −1,244−11.7% | Reduced |
| Global Strategic Investment Solutions, LLC | 9,393 | $3.16M | 0.50% | +885+10.4% | Added |
| Mezzasalma Advisors, LLC | 9,396 | $3.16M | 1.70% | +6+0.1% | Added |
| Mission Financial Group, LLC | 6,535 | $3.16M | 2.98% | +6,535 | New |
| Del-Sette Capital Management, LLC | 9,399 | $3.16M | 3.04% | +9,399 | New |
| Flaharty Asset Management, LLC | 9,410 | $3.17M | 0.58% | −631−6.3% | Reduced |
| Frank, Rimerman Advisors LLC | 9,417 | $3.17M | 1.06% | −81−0.9% | Reduced |
| Prosperity Consulting Group, LLC | 10,118 | $3.17M | 2.38% | +10,118 | New |
| Cahaba Wealth Management, Inc. | 9,437 | $3.17M | 0.42% | −562−5.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 9,442 | $3.17M | 1.12% | −84−0.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 9,455 | $3.18M | 0.81% | +43+0.5% | Added |
| Legacy Bridge, LLC | 9,477 | $3.19M | 1.66% | −153−1.6% | Reduced |
| VERITY Wealth Advisors | 9,476 | $3.19M | 2.65% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 9,479 | $3.19M | 0.99% | +1,699+21.8% | Added |