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 |
|---|---|---|---|---|---|
| Gyroscope Capital Management Group, LLC | 10,502 | $3.53M | 1.26% | −200−1.9% | Reduced |
| ASB Consultores, LLC | 10,519 | $3.54M | 1.75% | +10,519 | New |
| Tectonic Advisors LLC | 10,530 | $3.54M | 0.63% | +62+0.6% | Added |
| Argus Investors' Counsel, Inc. | 10,576 | $3.56M | 2.14% | −409−3.7% | Reduced |
| Atlas Private Wealth Advisors | 10,634 | $3.58M | 1.65% | −171−1.6% | Reduced |
| IAM Advisory, LLC | 11,413 | $3.59M | 1.42% | −26−0.2% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 10,665 | $3.59M | 1.08% | −461−4.1% | Reduced |
| Independent Wealth Network Inc. | 10,667 | $3.59M | 2.21% | +5,145+93.2% | Added |
| Fluent Financial, LLC | 10,672 | $3.59M | 1.46% | −391−3.5% | Reduced |
| Harbor Advisory Corp | 10,678 | $3.59M | 1.46% | +399+3.9% | Added |
| WealthBridge Investment Counsel Inc. | 10,709 | $3.60M | 1.53% | +152+1.4% | Added |
| Howard Financial Services, Ltd. | 10,747 | $3.61M | 1.10% | −415−3.7% | Reduced |
| O'Rourke & Company, Inc | 10,758 | $3.62M | 2.41% | +10,758 | New |
| Commons Capital, LLC | 10,775 | $3.62M | 3.59% | +10,775 | New |
| Arbor Investment Advisors, LLC | 10,785 | $3.63M | 0.68% | −98−0.9% | Reduced |
| Sentinel Trust Co Lba | 10,784 | $3.63M | 0.44% | +7,326+211.9% | Added |
| Bancreek Capital Management, LP | 10,800 | $3.63M | 3.40% | +10,800 | New |
| Oak Harbor Wealth Partners, LLC | 10,798 | $3.63M | 1.25% | +10,798 | New |
| KWB Wealth | 10,818 | $3.64M | 0.60% | +74+0.7% | Added |
| Capital Financial Planning, LLC | 10,821 | $3.64M | 1.26% | −853−7.3% | Reduced |
| Echo45 Advisors LLC | 10,860 | $3.65M | 2.92% | +10,860 | New |
| Virtu Financial LLC | 10,866 | $3.65M | 0.37% | +2,693+32.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,869 | $3.65M | 0.87% | −11,124−50.6% | Reduced |
| American Institute for Advanced Investment Management, LLP | 10,876 | $3.66M | 2.46% | +130+1.2% | Added |
| 626 Financial, LLC | 10,880 | $3.66M | 2.24% | +10,880 | New |
| Palisades Hudson Asset Management, L.P. | 10,889 | $3.66M | 1.56% | +74+0.7% | Added |
| Deuterium Capital Management, LLC | 10,887 | $3.66M | 5.42% | +10,887 | New |
| Cahill Financial Advisors Inc | 10,906 | $3.67M | 0.71% | −893−7.6% | Reduced |
| MJP Associates Inc | 10,973 | $3.67M | 1.11% | +1,132+11.5% | Added |
| Bell Rock Capital LLC | 11,190 | $3.68M | 2.71% | +11,190 | New |
| Sandhill Capital Partners LLC | 10,957 | $3.69M | 0.29% | +642+6.2% | Added |
| Vickerman Investment Advisors, Inc. | 10,977 | $3.69M | 1.49% | −2,112−16.1% | Reduced |
| Hamilton Capital, LLC | 10,988 | $3.70M | 0.29% | +3,482+46.4% | Added |
| RMR Wealth Builders | 10,995 | $3.70M | 1.06% | −29,143−72.6% | Reduced |
| Bouchey Financial Group Ltd | 11,003 | $3.70M | 0.50% | +39+0.4% | Added |
| Cim, LLC | 12,839 | $3.70M | 0.69% | −474−3.6% | Reduced |
| Eidelman Virant Capital | 10,980 | $3.71M | 1.37% | +441+4.2% | Added |
| AGF Investments LLC | 11,021 | $3.71M | 0.31% | −3,118−22.1% | Reduced |
| TKG Advisors, LLC | 11,038 | $3.71M | 2.93% | +11,038 | New |
| Private Capital Management LLC | 11,123 | $3.74M | 1.29% | +336+3.1% | Added |
| Renasant Bank | 11,155 | $3.75M | 2.55% | +459+4.3% | Added |
| Ahrens Investment Partners LLC | 11,170 | $3.76M | 1.66% | −93−0.8% | Reduced |
| Gradient Capital Advisors, LLC | 11,170 | $3.76M | 1.56% | +126+1.1% | Added |
| NWK Group, Inc. | 11,198 | $3.77M | 1.39% | +425+3.9% | Added |
| Monterey Private Wealth, Inc. | 11,207 | $3.77M | 1.87% | +66+0.6% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 11,216 | $3.77M | 0.89% | +402+3.7% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 11,130 | $3.78M | 2.72% | 00.0% | Unchanged |
| United Maritime Capital LLC | 11,250 | $3.78M | 4.36% | −5,700−33.6% | Reduced |
| Five Oceans Advisors | 11,265 | $3.79M | 3.35% | +949+9.2% | Added |
| Keene & Associates, Inc. | 11,287 | $3.80M | 3.28% | +11,287 | New |
| Vista Wealth Management Group, LLC | 11,349 | $3.82M | 0.63% | +1,999+21.4% | Added |
| Abundance Wealth Counselors | 11,350 | $3.82M | 0.98% | +11,350 | New |
| Riverview Trust Co | 11,354 | $3.82M | 2.24% | 00.0% | Unchanged |
| Certified Advisory Corp | 11,362 | $3.82M | 0.84% | −223−1.9% | Reduced |
| Cypress Wealth Services, LLC | 11,388 | $3.83M | 1.05% | +124+1.1% | Added |
| Consilium Wealth Advisory, LLC | 11,448 | $3.85M | 2.49% | +11,448 | New |
| Seelaus Asset Management LLC | 11,452 | $3.85M | 2.09% | +30+0.3% | Added |
| Riverview Capital Advisers, LLC | 11,456 | $3.85M | 1.71% | +11,456 | New |
| Claybrook Capital, LLC | 11,505 | $3.87M | 1.82% | −908−7.3% | Reduced |
| Truvestments Capital LLC | 11,508 | $3.87M | 1.94% | +429+3.9% | Added |
| Walkner Condon Financial Advisors LLC | 11,533 | $3.88M | 2.52% | −893−7.2% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 11,537 | $3.88M | 1.42% | +1,067+10.2% | Added |
| West Michigan Advisors, LLC | 11,543 | $3.88M | 2.89% | +11,543 | New |
| Cascade Investment Advisors, Inc. | 11,548 | $3.88M | 2.28% | −170−1.5% | Reduced |
| Emerald Advisors, LLC | 11,559 | $3.89M | 0.94% | +3,843+49.8% | Added |
| Ocean Capital Management, LLC | 11,566 | $3.89M | 1.47% | +431+3.9% | Added |
| Mountain Capital Investment Advisors, Inc | 12,355 | $3.89M | 1.76% | −2,730−18.1% | Reduced |
| Accurate Wealth Management, LLC | 10,714 | $3.90M | 3.21% | +606+6.0% | Added |
| KC Investment Advisors, LLC | 11,586 | $3.90M | 2.63% | +802+7.4% | Added |
| Masso Torrence Wealth Management Inc. | 11,600 | $3.90M | 2.73% | +11,600 | New |
| Oak Family Advisors, LLC | 11,610 | $3.90M | 1.87% | +996+9.4% | Added |
| Fortem Financial Group, LLC | 11,628 | $3.91M | 1.78% | +141+1.2% | Added |
| KLK Capital Management LLC | 11,649 | $3.92M | 3.73% | −291−2.4% | Reduced |
| Stony Point Wealth Management Inc. | 11,653 | $3.92M | 2.08% | −410−3.4% | Reduced |
| Mason Investment Advisory Services, Inc. | 11,682 | $3.93M | 0.32% | +408+3.6% | Added |
| Gitterman Wealth Management, LLC | 11,707 | $3.94M | 2.92% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 11,727 | $3.94M | 2.35% | −30−0.3% | Reduced |
| G&S Capital LLC | 11,743 | $3.95M | 1.97% | +1,535+15.0% | Added |
| Saxon Interests, Inc. | 12,539 | $3.95M | 2.24% | +12,539 | New |
| Deseret Mutual Benefit Administrators | 11,744 | $3.95M | 0.66% | +135+1.2% | Added |
| Smith Shellnut Wilson LLC | 11,751 | $3.95M | 1.96% | +300+2.6% | Added |
| Cacti Asset Management LLC | 11,755 | $3.95M | 0.31% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 11,773 | $3.96M | 2.32% | −1,479−11.2% | Reduced |
| Islay Capital Management, LLC | 11,794 | $3.97M | 3.00% | −61−0.5% | Reduced |
| Simon Quick Advisors, LLC | 11,797 | $3.97M | 1.06% | −5,622−32.3% | Reduced |
| Centric Wealth Management | 11,801 | $3.97M | 1.32% | +706+6.4% | Added |
| Covenant Partners, LLC | 11,806 | $3.97M | 1.47% | +40.0% | Added |
| Laraway Financial Inc | 11,810 | $3.97M | 3.54% | +11,810 | New |
| Missouri Trust & Investment Co | 11,860 | $3.99M | 2.31% | +11,860 | New |
| Beirne Wealth Consulting Services, LLC | 11,882 | $4.00M | 2.19% | −332−2.7% | Reduced |
| Eagle Bay Advisors LLC | 11,895 | $4.00M | 2.61% | +3,041+34.3% | Added |
| Day & Ennis, LLC | 11,918 | $4.01M | 1.32% | +182+1.6% | Added |
| Cardinal Strategic Wealth Guidance | 11,939 | $4.02M | 1.88% | −400−3.2% | Reduced |
| DGS Capital Management, LLC | 11,959 | $4.02M | 2.51% | +11,959 | New |
| Ballast Advisors LLC | 11,962 | $4.02M | 1.54% | +652+5.8% | Added |
| Tributary Capital Management, LLC | 11,975 | $4.03M | 0.30% | −400−3.2% | Reduced |
| Burt Wealth Advisors | 11,976 | $4.03M | 1.32% | −39−0.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 11,987 | $4.03M | 2.16% | −284−2.3% | Reduced |
| Olstein Capital Management, L.P. | 12,000 | $4.04M | 0.48% | −7,000−36.8% | Reduced |
| XR Securities LLC | 12,015 | $4.04M | 0.47% | +12,015 | New |