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 |
|---|---|---|---|---|---|
| 17 Capital Partners, LLC | 12,028 | $4.04M | 3.69% | −190−1.6% | Reduced |
| Stiles Financial Services Inc | 11,981 | $4.05M | 1.95% | +11,981 | New |
| Israel Discount Bank of New York | 12,032 | $4.05M | 2.50% | −346−2.8% | Reduced |
| Altman Advisors, Inc. | 13,684 | $4.05M | 2.47% | +2,025+17.4% | Added |
| Lokken Investment Group LLC | 12,092 | $4.07M | 2.90% | −164−1.3% | Reduced |
| First Dallas Securities Inc. | 12,131 | $4.08M | 2.68% | +1,004+9.0% | Added |
| McAdam, LLC | 12,140 | $4.08M | 0.40% | +326+2.8% | Added |
| Acorn Financial Advisory Services Inc | 12,144 | $4.08M | 0.82% | −1,305−9.7% | Reduced |
| Everhart Financial Group, Inc. | 12,174 | $4.09M | 2.47% | +1,199+10.9% | Added |
| Dillon & Associates Inc | 12,193 | $4.10M | 0.71% | +315+2.7% | Added |
| Bender Robert & Associates | 14,551 | $4.10M | 1.18% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 12,212 | $4.11M | 0.87% | +130+1.1% | Added |
| Aveo Capital Partners, LLC | 12,213 | $4.11M | 0.74% | +4,683+62.2% | Added |
| Quad-Cities Investment Group, LLC | 12,227 | $4.11M | 2.57% | −356−2.8% | Reduced |
| Front Street Capital Management, Inc. | 12,226 | $4.11M | 0.76% | +532+4.5% | Added |
| ELCO Management Co., LLC | 12,230 | $4.11M | 2.94% | −41−0.3% | Reduced |
| Evernest Financial Advisors, LLC | 9,785 | $4.11M | 2.13% | +9,785 | New |
| Vantage Financial Partners Ltd., Inc. | 12,236 | $4.12M | 2.08% | −450−3.5% | Reduced |
| Integrity Financial Corp | 12,235 | $4.12M | 3.06% | +12,235 | New |
| First Heartland Consultants, Inc. | 12,311 | $4.14M | 0.55% | −427−3.4% | Reduced |
| SAM Advisors, LLC | 13,316 | $4.14M | 1.89% | −1,616−10.8% | Reduced |
| Vahanian & Associates Financial Planning Inc. | 12,353 | $4.16M | 3.35% | +12,353 | New |
| Mizuho Securities USA LLC | 12,362 | $4.16M | 0.37% | −4,353−26.0% | Reduced |
| Peddock Capital Advisors, LLC | 12,364 | $4.16M | 1.37% | −10.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 12,374 | $4.16M | 1.20% | −12−0.1% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 12,374 | $4.16M | 1.41% | +42+0.3% | Added |
| Palumbo Wealth Management LLC | 12,376 | $4.16M | 2.61% | +197+1.6% | Added |
| Strategic Capital Advisers, Inc. | 12,394 | $4.17M | 2.99% | −108−0.9% | Reduced |
| Lynch Asset Management, Inc. | 12,400 | $4.17M | 2.90% | +12,400 | New |
| Empowered Funds, LLC | 12,402 | $4.17M | 0.47% | −8,598−40.9% | Reduced |
| Proffitt & Goodson Inc | 12,424 | $4.18M | 0.73% | −258−2.0% | Reduced |
| Gemmer Asset Management LLC | 12,422 | $4.18M | 0.49% | −50.0% | Reduced |
| Granger Management LLC | 12,444 | $4.18M | 0.69% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 12,446 | $4.19M | 2.57% | +207+1.7% | Added |
| Requisite Capital Management, LLC | 12,459 | $4.19M | 1.31% | +4,370+54.0% | Added |
| Montz Harcus Wealth Management LLC | 12,461 | $4.19M | 3.67% | +12,461 | New |
| McLean Asset Management Corp | 13,180 | $4.20M | 1.62% | −1,038−7.3% | Reduced |
| NTB Financial Corp | 12,481 | $4.20M | 2.93% | +12,481 | New |
| Prospect Capital Advisors, LLC | 12,500 | $4.20M | 1.66% | 00.0% | Unchanged |
| Barr E S & Co | 12,516 | $4.21M | 0.28% | +84+0.7% | Added |
| Relyea Zuckerberg Hanson LLC | 14,237 | $4.21M | 1.53% | +1,046+7.9% | Added |
| Naviter Wealth, LLC | 12,542 | $4.22M | 1.26% | +12,542 | New |
| Connective Portfolio Management, LLC | 12,479 | $4.22M | 7.41% | +12,479 | New |
| Altus Wealth Group LLC | 12,560 | $4.22M | 3.49% | +50.0% | Added |
| Blue Square Asset Management, LLC | 12,563 | $4.22M | 2.62% | −119−0.9% | Reduced |
| Todd Asset Management LLC | 12,576 | $4.23M | 0.09% | −587−4.5% | Reduced |
| City State Bank | 12,590 | $4.23M | 2.61% | +12,590 | New |
| HHM Wealth Advisors, LLC | 12,595 | $4.24M | 1.02% | +125+1.0% | Added |
| Lenox Wealth Advisors, LLC | 12,610 | $4.24M | 0.51% | +150+1.2% | Added |
| Colonial River Wealth Management, LLC | 12,632 | $4.25M | 2.29% | +2,460+24.2% | Added |
| MU Investments Co., Ltd. | 12,430 | $4.25M | 4.29% | −3,660−22.7% | Reduced |
| Virginia Wealth Management Group, Inc. | 12,639 | $4.25M | 3.83% | +12,639 | New |
| Independence Bank of Kentucky | 12,661 | $4.26M | 1.74% | −1,385−9.9% | Reduced |
| Bay Rivers Group | 12,659 | $4.26M | 2.60% | +128+1.0% | Added |
| Ifrah Financial Services, Inc. | 12,675 | $4.26M | 1.14% | +243+2.0% | Added |
| WealthTrust Asset Management, LLC | 12,690 | $4.27M | 2.84% | +127+1.0% | Added |
| Miller Investment Management, LP | 12,694 | $4.27M | 0.61% | 00.0% | Unchanged |
| Paradigm Financial Advisors, LLC | 12,696 | $4.27M | 0.94% | −15−0.1% | Reduced |
| Arbor Wealth Management, LLC | 12,699 | $4.27M | 0.94% | −47−0.4% | Reduced |
| West Paces Advisors Inc. | 12,706 | $4.27M | 1.33% | +315+2.5% | Added |
| Phocas Financial Corp. | 12,724 | $4.28M | 0.54% | −110−0.9% | Reduced |
| Demars Financial Group, LLC | 12,729 | $4.28M | 2.27% | +23+0.2% | Added |
| WMG Financial Advisors, LLC | 12,715 | $4.28M | 3.34% | +12,715 | New |
| TFC Financial Management | 12,750 | $4.29M | 1.30% | +92+0.7% | Added |
| Wealthspan Partners, LLC | 12,753 | $4.29M | 3.79% | +12,753 | New |
| Wealth Architects, LLC | 12,759 | $4.29M | 0.75% | −653−4.9% | Reduced |
| Kozak & Associates, Inc. | 15,039 | $4.29M | 2.75% | +925+6.6% | Added |
| Modus Advisors, LLC | 12,775 | $4.30M | 1.83% | −1,034−7.5% | Reduced |
| Ironwood Financial, llc | 12,786 | $4.30M | 1.18% | −21−0.2% | Reduced |
| Jeppson Wealth Management, LLC | 12,788 | $4.30M | 2.07% | −447−3.4% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 12,803 | $4.31M | 2.38% | −181−1.4% | Reduced |
| Well Done, LLC | 12,809 | $4.31M | 0.87% | +251+2.0% | Added |
| Investors Research Corp | 12,823 | $4.31M | 1.31% | −45−0.3% | Reduced |
| Settian Capital LP | 12,850 | $4.32M | 3.74% | +12,850 | New |
| First Pacific Financial | 12,870 | $4.33M | 2.09% | −174−1.3% | Reduced |
| Meridian Financial Partners LLC | 14,283 | $4.33M | 2.93% | −431−2.9% | Reduced |
| Brendel Financial Advisors LLC | 12,882 | $4.33M | 2.24% | +12,882 | New |
| Invst, LLC | 15,467 | $4.33M | 0.68% | +264+1.7% | Added |
| Helios Capital Management Pte. Ltd | 12,925 | $4.35M | 3.94% | +12,925 | New |
| Beacon Financial Advisory LLC | 12,945 | $4.35M | 2.01% | +641+5.2% | Added |
| Game Creek Capital, LP | 12,950 | $4.36M | 2.18% | −1,050−7.5% | Reduced |
| Engineers Gate Manager LP | 12,975 | $4.36M | 0.20% | +4,669+56.2% | Added |
| Archer Investment Corp | 12,979 | $4.36M | 1.48% | −149−1.1% | Reduced |
| Silver Lake Advisory, LLC | 12,997 | $4.37M | 2.02% | +10.0% | Added |
| Prentice Wealth Management LLC | 13,017 | $4.37M | 2.05% | −85−0.6% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 13,000 | $4.37M | 2.35% | 00.0% | Unchanged |
| Ti-Trust, Inc | 13,005 | $4.37M | 3.90% | +13,005 | New |
| First Farmers & Merchants Bank / Trust | 13,005 | $4.37M | 4.35% | +13,005 | New |
| Jmac Enterprises LLC | 14,362 | $4.38M | 1.03% | +14,362 | New |
| Castellan Group, LLC | 13,033 | $4.38M | 3.04% | +8,083+163.3% | Added |
| First National Bank | 13,038 | $4.38M | 3.82% | +31+0.2% | Added |
| DAGCO, Inc. | 13,061 | $4.39M | 1.73% | −479−3.5% | Reduced |
| E&G Advisors, LP | 13,062 | $4.39M | 1.10% | −188−1.4% | Reduced |
| tru Independence LLC | 13,063 | $4.39M | 1.20% | −130−1.0% | Reduced |
| LBMC Investment Advisors, LLC | 13,066 | $4.39M | 0.38% | +3,987+43.9% | Added |
| Global Financial Private Client, LLC | 13,066 | $4.39M | 2.12% | −1,304−9.1% | Reduced |
| HMS Capital Management, LLC | 13,082 | $4.40M | 1.92% | −185−1.4% | Reduced |
| First International Bank & Trust | 13,089 | $4.40M | 1.54% | +13,089 | New |
| UMA Financial Services, Inc. | 14,027 | $4.41M | 1.16% | +39+0.3% | Added |
| First Capital Advisors Group, LLC. | 13,126 | $4.41M | 2.43% | +13,126 | New |