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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Nikulski Financial, Inc. | 13,151 | $4.42M | 1.85% | +739+6.0% | Added |
| Financial Management Network Inc | 13,450 | $4.42M | 2.03% | −292−2.1% | Reduced |
| Old North State Trust, LLC | 13,169 | $4.43M | 3.18% | +1,908+16.9% | Added |
| Peak Planning Group, LLC | 13,174 | $4.43M | 3.27% | +359+2.8% | Added |
| LifeSteps Financial, Inc. | 13,174 | $4.43M | 3.14% | −1,750−11.7% | Reduced |
| High Net Worth Advisory Group LLC | 13,180 | $4.43M | 1.55% | +13,180 | New |
| Enlightenment Research, LLC | 13,200 | $4.44M | 6.31% | +13,200 | New |
| Curated Wealth Partners LLC | 13,212 | $4.44M | 1.44% | −45−0.3% | Reduced |
| CoreFirst Bank & Trust | 13,235 | $4.45M | 2.88% | −2,688−16.9% | Reduced |
| REDW Wealth LLC | 13,269 | $4.46M | 1.30% | −211−1.6% | Reduced |
| Royal Harbor Partners, LLC | 13,269 | $4.46M | 2.83% | +365+2.8% | Added |
| Bigelow Investment Advisors, LLC | 13,273 | $4.46M | 2.03% | −455−3.3% | Reduced |
| Full Sail Capital, LLC | 15,487 | $4.47M | 0.39% | −89−0.6% | Reduced |
| Sierra Capital LLC | 13,302 | $4.47M | 0.67% | +1,956+17.2% | Added |
| Schulhoff & Co Inc | 13,327 | $4.48M | 1.84% | −90−0.7% | Reduced |
| Capricorn Fund Managers Ltd | 13,327 | $4.48M | 1.26% | +13,327 | New |
| Berkeley Capital Partners, LLC | 13,349 | $4.49M | 1.84% | −8−0.1% | Reduced |
| First National Corp | 13,364 | $4.50M | 1.01% | +6,334+90.1% | Added |
| Orion Capital Management LLC | 13,378 | $4.50M | 2.56% | +100+0.8% | Added |
| Viewpoint Capital Management LLC | 13,429 | $4.52M | 3.27% | +13,429 | New |
| Richmond Brothers, Inc. | 13,453 | $4.52M | 3.25% | +13,453 | New |
| Paragon Private Wealth Management, LLC | 13,436 | $4.52M | 4.01% | +13,436 | New |
| JFS Wealth Advisors, LLC | 13,444 | $4.52M | 0.43% | +1,797+15.4% | Added |
| Maven Securities LTD | 13,458 | $4.53M | 0.56% | −6,157−31.4% | Reduced |
| Unison Asset Management LLC | 13,499 | $4.54M | 3.74% | 00.0% | Unchanged |
| BTG Pactual Global Asset Management Ltd | 13,517 | $4.55M | 4.74% | +8,583+174.0% | Added |
| Glynn Capital Management LLC | 13,536 | $4.55M | 0.48% | 00.0% | Unchanged |
| Port Capital LLC | 13,542 | $4.55M | 0.28% | −6,652−32.9% | Reduced |
| Pinnacle Holdings, LLC | 13,555 | $4.56M | 1.92% | +29+0.2% | Added |
| Wealthquest Corp | 13,563 | $4.56M | 0.70% | +808+6.3% | Added |
| Game Plan Financial Advisors, LLC | 13,588 | $4.57M | 2.44% | +200+1.5% | Added |
| Disciplined Investments, LLC | 13,592 | $4.57M | 2.03% | +253+1.9% | Added |
| Gray Wealth Management Inc. | 13,590 | $4.57M | 2.28% | +929+7.3% | Added |
| Latitude Advisors, LLC | 13,594 | $4.57M | 1.28% | +247+1.9% | Added |
| Cox Capital Mgt LLC | 13,607 | $4.58M | 2.71% | −35−0.3% | Reduced |
| Prudent Man Advisors, LLC | 13,638 | $4.59M | 1.75% | −727−5.1% | Reduced |
| First National Bank of Hutchinson | 13,663 | $4.59M | 2.62% | +1,571+13.0% | Added |
| Clean Yield Group | 13,668 | $4.60M | 1.53% | −62−0.5% | Reduced |
| Ten Capital Wealth Advisors, LLC | 13,671 | $4.60M | 1.88% | +130+1.0% | Added |
| Vivaldi Capital Management, LLC | 13,672 | $4.60M | 1.07% | +1,627+13.5% | Added |
| New England Research & Management, Inc. | 13,688 | $4.60M | 2.23% | −87−0.6% | Reduced |
| Pflug Koory, LLC | 13,689 | $4.60M | 2.32% | −55−0.4% | Reduced |
| Monte Financial Group, LLC | 13,701 | $4.61M | 2.42% | −198−1.4% | Reduced |
| Channing Global Advisors, LLC | 13,704 | $4.61M | 4.37% | +13,704 | New |
| BT Wealth Management LLC | 13,741 | $4.62M | 1.25% | +185+1.4% | Added |
| American State Bank (Iowa) | 13,746 | $4.62M | 3.20% | −336−2.4% | Reduced |
| LWM Advisory Services, LLC | 13,753 | $4.63M | 5.74% | +13,753 | New |
| Advisory Alpha, LLC | 13,764 | $4.63M | 0.27% | +4,244+44.6% | Added |
| Magnus Financial Group LLC | 13,767 | $4.63M | 0.88% | +83+0.6% | Added |
| Geller Advisors LLC | 13,769 | $4.63M | 0.90% | −4,479−24.5% | Reduced |
| Hudock, Inc. | 13,785 | $4.64M | 1.31% | +1,629+13.4% | Added |
| Butensky & Cohen Financial Security, Inc | 13,802 | $4.64M | 1.66% | −397−2.8% | Reduced |
| Cloverfields Capital Group, LP | 13,830 | $4.65M | 1.45% | +1,021+8.0% | Added |
| Legacy CG, LLC | 13,855 | $4.66M | 2.80% | +13,855 | New |
| Argent Advisors, Inc. | 13,862 | $4.66M | 2.51% | −376−2.6% | Reduced |
| South Shore Capital Advisors | 13,861 | $4.66M | 7.61% | +363+2.7% | Added |
| Warren Averett Asset Management, LLC | 15,838 | $4.67M | 0.40% | +488+3.2% | Added |
| Austin Private Wealth, LLC | 13,943 | $4.69M | 0.95% | +547+4.1% | Added |
| Rockbridge Investment Management, LCC | 13,948 | $4.69M | 0.69% | +494+3.7% | Added |
| A. D. Beadell Investment Counsel, Inc. | 13,962 | $4.70M | 2.94% | +797+6.1% | Added |
| Corsicana & Co. | 13,982 | $4.70M | 2.84% | −346−2.4% | Reduced |
| Kowal Investment Group, LLC | 13,989 | $4.71M | 1.40% | +1,654+13.4% | Added |
| Retirement Capital Strategies | 14,013 | $4.71M | 1.73% | −47−0.3% | Reduced |
| Capital Advantage, Inc. | 15,594 | $4.72M | 1.13% | +84+0.5% | Added |
| Bond & Devick Financial Network, Inc. | 14,036 | $4.72M | 3.54% | −514−3.5% | Reduced |
| Sanders Morris Harris LLC | 14,141 | $4.73M | 0.82% | −60.0% | Reduced |
| SC&H Financial Advisors, Inc. | 14,092 | $4.74M | 2.62% | +14,092 | New |
| Weaver Consulting Group | 14,096 | $4.74M | 2.28% | +115+0.8% | Added |
| Summit Asset Management, LLC | 14,108 | $4.75M | 1.35% | +510+3.8% | Added |
| First Business Financial Services, Inc. | 14,114 | $4.75M | 0.50% | +551+4.1% | Added |
| Mountain Pacific Investment Advisers Inc | 14,126 | $4.75M | 0.28% | −123−0.9% | Reduced |
| Cinctive Capital Management LP | 14,134 | $4.75M | 0.22% | −19,725−58.3% | Reduced |
| Addison Advisors LLC | 14,136 | $4.75M | 2.94% | +7,031+99.0% | Added |
| Norway Savings Bank | 14,142 | $4.76M | 2.09% | −368−2.5% | Reduced |
| ICW Investment Advisors LLC | 14,162 | $4.76M | 2.66% | −482−3.3% | Reduced |
| David Loasby | 14,184 | $4.77M | 0.59% | −1,797−11.2% | Reduced |
| Cribstone Capital Management, LLC | 14,186 | $4.77M | 2.65% | +498+3.6% | Added |
| Eagle Rock Investment Company, LLC | 14,193 | $4.77M | 0.91% | +14,193 | New |
| Duality Advisers, LP | 14,204 | $4.78M | 0.52% | +4,773+50.6% | Added |
| LexAurum Advisors, LLC | 14,230 | $4.79M | 1.56% | −768−5.1% | Reduced |
| Running Point Capital Advisors, LLC | 14,315 | $4.81M | 2.89% | −722−4.8% | Reduced |
| Bridgecreek Investment Management, LLC | 14,313 | $4.81M | 0.66% | +750+5.5% | Added |
| Arabesque Asset Management Ltd | 14,319 | $4.82M | 1.39% | +8,532+147.4% | Added |
| Shoker Investment Counsel, Inc. | 14,335 | $4.82M | 2.21% | −601−4.0% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 15,837 | $4.83M | 2.91% | +27+0.2% | Added |
| D.B. Root & Company, LLC | 14,355 | $4.83M | 1.74% | −673−4.5% | Reduced |
| Collective Family Office LLC | 14,356 | $4.83M | 1.90% | −264−1.8% | Reduced |
| NCM Capital Management, LLC | 14,384 | $4.84M | 4.29% | +14,384 | New |
| Bennicas & Associates, Inc. | 14,400 | $4.84M | 2.52% | −5,146−26.3% | Reduced |
| Community Capital Management, Inc. | 14,400 | $4.84M | 5.18% | 00.0% | Unchanged |
| JSF Financial, LLC | 14,430 | $4.85M | 2.36% | −866−5.7% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 14,441 | $4.86M | 2.80% | +344+2.4% | Added |
| Freedom Day Solutions, LLC | 14,456 | $4.86M | 1.96% | −216−1.5% | Reduced |
| West Oak Capital, LLC | 14,466 | $4.87M | 1.79% | −315−2.1% | Reduced |
| W Advisors, LLC | 14,487 | $4.87M | 3.63% | +14,487 | New |
| Meadow Creek Wealth Advisors LLC | 14,492 | $4.87M | 4.60% | +14,492 | New |
| Veracity Capital LLC | 14,500 | $4.88M | 1.96% | +449+3.2% | Added |
| Long Run Wealth Advisors, LLC | 14,546 | $4.88M | 1.70% | +14,546 | New |
| Claraphi Advisory Network, LLC | 14,528 | $4.89M | 1.70% | +2,963+25.6% | Added |
| Dempze Nancy E | 14,540 | $4.89M | 3.30% | −82−0.6% | Reduced |