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 |
|---|---|---|---|---|---|
| Noked Capital LTD | 9,490 | $3.19M | 0.79% | +9,490 | New |
| Noked Israel Ltd | 9,490 | $3.19M | 0.79% | +9,490 | New |
| Apeiron RIA LLC | 9,500 | $3.19M | 1.31% | +9,500 | New |
| Accretive Wealth Partners, LLC | 9,512 | $3.20M | 2.04% | +17+0.2% | Added |
| Primoris Wealth Advisors, LLC | 9,529 | $3.21M | 2.58% | +9,529 | New |
| Members Capital Advisors Inc | 9,555 | $3.21M | 1.65% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 9,775 | $3.22M | 0.62% | −956−8.9% | Reduced |
| Signature Wealth Management Partners, LLC | 9,562 | $3.22M | 2.73% | −6−0.1% | Reduced |
| Ellenbecker Investment Group | 9,572 | $3.22M | 0.89% | +1,144+13.6% | Added |
| Cross Staff Investments Inc | 9,580 | $3.22M | 2.88% | +9,580 | New |
| 1776 Wealth LLC | 9,608 | $3.23M | 1.74% | +352+3.8% | Added |
| Alesco Advisors LLC | 9,642 | $3.24M | 0.11% | −1,402−12.7% | Reduced |
| Clearview Wealth Advisors LLC | 9,644 | $3.24M | 1.98% | −741−7.1% | Reduced |
| Titus Wealth Management | 9,661 | $3.25M | 1.46% | −46−0.5% | Reduced |
| Sterling Investment Counsel, LLC | 9,692 | $3.26M | 2.21% | +9,692 | New |
| Insight Inv LLC | 9,727 | $3.27M | 3.01% | +9,727 | New |
| Northstar Group, Inc. | 9,734 | $3.27M | 0.78% | +1,031+11.8% | Added |
| Western Pacific Wealth Management, LP | 9,739 | $3.27M | 2.11% | +9,739 | New |
| Provident Trust Co | 9,754 | $3.28M | 0.06% | +1,500+18.2% | Added |
| Paragon Financial Partners, Inc. | 9,767 | $3.29M | 2.70% | +9,767 | New |
| PBMares Wealth Management LLC | 9,775 | $3.29M | 1.40% | +1,807+22.7% | Added |
| Shorepoint Capital Partners LLC | 9,786 | $3.29M | 1.34% | −869−8.2% | Reduced |
| Callan Capital, LLC | 9,798 | $3.29M | 0.48% | +2,848+41.0% | Added |
| DMG Group, LLC | 10,990 | $3.29M | 2.84% | +10,990 | New |
| Pecaut & Co. | 9,805 | $3.30M | 1.67% | −478−4.6% | Reduced |
| Capstone Wealth Management Group, LLC | 9,813 | $3.30M | 2.68% | +9,813 | New |
| Kerntke Otto McGlone Wealth Management Group | 9,824 | $3.30M | 4.02% | −829−7.8% | Reduced |
| Eads & Heald Wealth Management | 9,824 | $3.30M | 1.44% | −774−7.3% | Reduced |
| Rbo & Co LLC | 9,835 | $3.31M | 0.52% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 9,989 | $3.31M | 1.25% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 9,890 | $3.33M | 1.54% | +14+0.1% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 9,894 | $3.33M | 1.08% | +9,894 | New |
| Spinnaker Investment Group, LLC | 10,975 | $3.33M | 1.17% | +10,975 | New |
| Element Pointe Advisors, LLC | 9,910 | $3.33M | 1.03% | +15+0.2% | Added |
| Prentiss Smith & Co Inc | 9,916 | $3.33M | 1.58% | −180−1.8% | Reduced |
| West Chester Capital Advisors, Inc | 9,916 | $3.33M | 2.29% | +650+7.0% | Added |
| Redmond Asset Management, LLC | 9,925 | $3.34M | 0.93% | +284+2.9% | Added |
| TSFG, LLC | 9,928 | $3.34M | 1.16% | +208+2.1% | Added |
| Evergreen Wealth Solutions, LLC | 9,936 | $3.34M | 3.03% | +9,936 | New |
| Benchmark Financial Wealth Advisors, LLC | 9,941 | $3.34M | 1.40% | +285+3.0% | Added |
| Strengthening Families & Communities, LLC | 9,954 | $3.35M | 2.56% | +9,954 | New |
| Great Point Wealth Advisors, LLC | 9,963 | $3.35M | 1.03% | −145−1.4% | Reduced |
| Peoples Bank | 9,971 | $3.35M | 1.65% | −689−6.5% | Reduced |
| Verus Financial Partners, Inc. | 9,987 | $3.36M | 0.44% | −13−0.1% | Reduced |
| Proem Advisors LLC | 10,000 | $3.36M | 4.84% | −11,000−52.4% | Reduced |
| Rock Creek Group, LP | 10,011 | $3.37M | 0.50% | −104−1.0% | Reduced |
| D. Scott Neal, Inc. | 10,020 | $3.37M | 1.27% | +3,053+43.8% | Added |
| Arvest Trust Co N A | 10,021 | $3.37M | 0.18% | +10,021 | New |
| Garrett Investment Advisors LLC | 10,030 | $3.37M | 0.88% | +584+6.2% | Added |
| One + One Wealth Management, LLC | 10,048 | $3.38M | 2.33% | −336−3.2% | Reduced |
| Harfst & Associates, Inc. | 10,061 | $3.38M | 0.86% | +106+1.1% | Added |
| Neumann Capital Management, LLC | 10,067 | $3.39M | 1.38% | −100−1.0% | Reduced |
| MA Private Wealth | 10,073 | $3.39M | 0.61% | −326−3.1% | Reduced |
| MBA Advisors LLC | 10,085 | $3.39M | 2.10% | +3,254+47.6% | Added |
| Colrain Capital LLC | 10,095 | $3.40M | 5.47% | −250−2.4% | Reduced |
| D'Orazio & Associates, Inc. | 10,097 | $3.40M | 0.78% | +1,480+17.2% | Added |
| HITE Hedge Asset Management LLC | 10,112 | $3.40M | 0.39% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 10,124 | $3.40M | 7.56% | −3,340−24.8% | Reduced |
| Intrinsic Value Partners, LLC | 10,128 | $3.41M | 3.63% | +10,128 | New |
| Caliber Wealth Management, LLC | 10,987 | $3.41M | 2.35% | +815+8.0% | Added |
| Diker Management LLC | 10,139 | $3.41M | 2.33% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 10,141 | $3.41M | 0.35% | +4,594+82.8% | Added |
| Ballast, Inc. | 10,151 | $3.41M | 1.33% | −372−3.5% | Reduced |
| Zeit Capital LLC | 10,150 | $3.41M | 2.74% | −1,320−11.5% | Reduced |
| Smith Anglin Financial, LLC | 10,166 | $3.42M | 0.58% | +691+7.3% | Added |
| Arbor Capital Management Inc | 10,166 | $3.42M | 2.42% | +10,166 | New |
| Tarbox Family Office, Inc. | 10,181 | $3.42M | 0.59% | +26+0.3% | Added |
| Samalin Investment Counsel, LLC | 10,189 | $3.43M | 2.06% | −179−1.7% | Reduced |
| Hexagon Capital Partners LLC | 10,195 | $3.43M | 0.90% | −321−3.1% | Reduced |
| Garner Asset Management Corp | 10,205 | $3.43M | 1.44% | +298+3.0% | Added |
| Copperleaf Capital, LLC | 10,222 | $3.44M | 2.97% | −758−6.9% | Reduced |
| Delta Capital Management LLC | 10,230 | $3.44M | 1.92% | +20+0.2% | Added |
| Woodard & Co Asset Management Group Inc | 10,235 | $3.44M | 1.63% | +139+1.4% | Added |
| Alhambra Investment Partners LLC | 10,243 | $3.44M | 2.41% | −348−3.3% | Reduced |
| Watershed Asset Management, L.L.C. | 10,250 | $3.45M | 3.10% | +10,250 | New |
| Gilman Hill Asset Management, LLC | 10,257 | $3.45M | 0.77% | +737+7.7% | Added |
| Guild Investment Management, Inc. | 10,270 | $3.45M | 3.49% | −2,770−21.2% | Reduced |
| Wulff, Hansen & Co. | 10,283 | $3.45M | 2.98% | +10,283 | New |
| Pluribus Labs, LLC | 10,290 | $3.46M | 3.65% | +10,290 | New |
| Finivi Inc. | 10,297 | $3.46M | 3.66% | +10,297 | New |
| Prostatis Group LLC | 10,300 | $3.46M | 2.12% | −406−3.8% | Reduced |
| Lee Johnson Capital Management, LLC | 10,308 | $3.47M | 2.85% | +10,308 | New |
| Key Client Fiduciary Advisors, LLC | 10,335 | $3.48M | 2.90% | +10,335 | New |
| QP Wealth Management, LLC | 10,337 | $3.48M | 3.69% | −90−0.9% | Reduced |
| Threadgill Financial, LLC | 10,246 | $3.48M | 2.07% | +1,353+15.2% | Added |
| Adams Wealth Management | 10,351 | $3.48M | 1.12% | −1,517−12.8% | Reduced |
| St. Johns Investment Management Company, LLC | 10,357 | $3.48M | 1.77% | +275+2.7% | Added |
| Syntal Capital Partners, LLC | 10,361 | $3.48M | 1.49% | −958−8.5% | Reduced |
| Affinity Capital Advisors, LLC | 10,375 | $3.49M | 1.05% | +30+0.3% | Added |
| St. James Investment Advisors, LLC | 10,381 | $3.49M | 2.58% | +10,381 | New |
| Mendel Capital Management LLC | 10,399 | $3.50M | 3.21% | +10,399 | New |
| Autus Asset Management, LLC | 10,407 | $3.50M | 0.35% | +97+0.9% | Added |
| Investors Financial Group, LLC | 10,410 | $3.50M | 1.63% | −130−1.2% | Reduced |
| Spouting Rock Asset Management, LLC | 10,419 | $3.50M | 2.75% | −4,629−30.8% | Reduced |
| GeoWealth Management, LLC | 10,427 | $3.51M | 0.29% | −1,913−15.5% | Reduced |
| East Coast Asset Management, LLC. | 10,446 | $3.51M | 0.78% | −133−1.3% | Reduced |
| Omnia Family Wealth, LLC | 10,471 | $3.52M | 2.14% | +605+6.1% | Added |
| Retirement Planning Co of New England, Inc. | 10,486 | $3.53M | 1.72% | +10,486 | New |
| Flynn Zito Capital Management, LLC | 10,494 | $3.53M | 2.99% | +10,494 | New |
| Verdad Advisers, LP | 10,500 | $3.53M | 2.39% | +4,250+68.0% | Added |