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 |
|---|---|---|---|---|---|
| Signature Wealth Management Group | 14,569 | $4.90M | 2.47% | +87+0.6% | Added |
| Oxford Financial Group Ltd | 14,584 | $4.91M | 0.55% | +3,939+37.0% | Added |
| JBJ Investment Partners, LLC | 14,597 | $4.91M | 1.01% | −1,173−7.4% | Reduced |
| Benchmark Investment Advisors LLC | 14,616 | $4.92M | 4.05% | +14,616 | New |
| Gilbert & Cook, Inc. | 14,627 | $4.92M | 0.79% | +1,393+10.5% | Added |
| Garrison Bradford & Associates Inc | 14,642 | $4.92M | 4.42% | −100−0.7% | Reduced |
| CTC LLC | 14,660 | $4.93M | 0.11% | −558,989−97.4% | Reduced |
| WT Wealth Management | 14,676 | $4.94M | 1.81% | −545−3.6% | Reduced |
| Fusion Capital, LLC | 14,680 | $4.94M | 2.51% | +700+5.0% | Added |
| Menard Financial Group LLC | 14,680 | $4.94M | 4.05% | +979+7.1% | Added |
| Ellsworth Advisors, LLC | 14,687 | $4.94M | 1.83% | +68+0.5% | Added |
| Stanley Capital Management, LLC | 14,695 | $4.94M | 1.56% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 14,706 | $4.95M | 2.21% | +14,706 | New |
| WNY Asset Management, LLC | 14,712 | $4.95M | 1.47% | −146−1.0% | Reduced |
| St. Clair Advisors, LLC | 14,709 | $4.95M | 2.84% | +1,037+7.6% | Added |
| Aberdeen Wealth Management LLC | 14,710 | $4.95M | 3.23% | +60+0.4% | Added |
| Acorn Wealth Advisors, LLC | 14,738 | $4.96M | 3.14% | −79−0.5% | Reduced |
| Alan B. Lancz & Associates, Inc. | 14,795 | $4.98M | 4.35% | +14,795 | New |
| Shilanski & Associates, Inc. | 14,824 | $4.99M | 2.13% | −233−1.5% | Reduced |
| Capital Market Strategies LLC | 14,851 | $5.00M | 4.11% | +14,851 | New |
| Apriem Advisors | 14,881 | $5.00M | 0.71% | +40.0% | Added |
| Acropolis Investment Management, LLC | 14,896 | $5.01M | 0.45% | −96−0.6% | Reduced |
| Stamos Capital Partners, L.P. | 14,900 | $5.01M | 2.32% | −1,800−10.8% | Reduced |
| Aull & Monroe Investment Management Corp | 14,926 | $5.02M | 2.24% | −315−2.1% | Reduced |
| Capital Advisors, Ltd. LLC | 14,968 | $5.03M | 0.81% | +2,075+16.1% | Added |
| Addison Capital Co | 14,976 | $5.04M | 2.26% | −370−2.4% | Reduced |
| Waddell & Associates, LLC | 14,977 | $5.04M | 0.80% | −31−0.2% | Reduced |
| Quattro Financial Advisors LLC | 15,000 | $5.04M | 1.78% | −5,609−27.2% | Reduced |
| Perpetual Investment Management Ltd | 15,013 | $5.05M | 0.58% | −331−2.2% | Reduced |
| Ignite Planners, LLC | 16,599 | $5.05M | 3.28% | +16,599 | New |
| Pinnacle Private Wealth, LLC | 15,041 | $5.06M | 1.59% | +15,041 | New |
| Bell & Brown Wealth Advisors, LLC | 16,398 | $5.06M | 2.44% | +373+2.3% | Added |
| Ridgecrest Wealth Partners, LLC | 15,060 | $5.07M | 2.47% | +1,600+11.9% | Added |
| Scissortail Wealth Management, LLC | 15,062 | $5.07M | 1.95% | +15,062 | New |
| First Community Trust NA | 15,088 | $5.07M | 4.19% | +15,088 | New |
| Roof Eidam & Maycock | 15,109 | $5.08M | 1.72% | −598−3.8% | Reduced |
| Winning Points Advisors, LLC | 37,933 | $5.09M | 3.71% | +10,158+36.6% | Added |
| Powers Advisory Group, LLC | 15,133 | $5.09M | 3.59% | +15,133 | New |
| Eagle Strategies LLC | 15,202 | $5.11M | 1.99% | +15,202 | New |
| Eudaimonia Advisors LLC | 15,227 | $5.12M | 3.01% | +15,227 | New |
| Foster Group, Inc. | 15,235 | $5.12M | 0.45% | +52+0.3% | Added |
| Total Clarity Wealth Management, Inc. | 15,237 | $5.13M | 2.33% | −78−0.5% | Reduced |
| Algert Global LLC | 15,242 | $5.13M | 0.64% | +888+6.2% | Added |
| Sage Rhino Capital LLC | 15,265 | $5.13M | 1.44% | −68−0.4% | Reduced |
| Domani Wealth, LLC | 15,275 | $5.14M | 1.01% | +55+0.4% | Added |
| Southeast Asset Advisors Inc. | 15,306 | $5.15M | 0.71% | −31−0.2% | Reduced |
| Clay Northam Wealth Management, LLC | 15,309 | $5.15M | 4.85% | +15,309 | New |
| Am Investment Strategies LLC | 15,337 | $5.16M | 1.24% | −246−1.6% | Reduced |
| Liberty Wealth Management LLC | 15,343 | $5.16M | 1.96% | −78−0.5% | Reduced |
| Baystate Wealth Management LLC | 15,357 | $5.17M | 0.47% | +614+4.2% | Added |
| Cozad Asset Management Inc | 15,372 | $5.17M | 0.73% | −108−0.7% | Reduced |
| PDS Planning, Inc | 15,379 | $5.17M | 0.99% | +608+4.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,387 | $5.17M | 2.76% | −177−1.1% | Reduced |
| Alpine Woods Capital Investors, LLC | 15,445 | $5.19M | 0.51% | +2,641+20.6% | Added |
| Perkins Capital Management Inc | 15,493 | $5.21M | 3.52% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 15,520 | $5.22M | 0.52% | +460+3.1% | Added |
| Lifeworks Advisors, LLC | 15,522 | $5.22M | 4.16% | +15,522 | New |
| Gries Financial LLC | 15,533 | $5.22M | 2.13% | −340−2.1% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 15,542 | $5.23M | 1.96% | +3,964+34.2% | Added |
| Crystal Rock Capital Management | 15,570 | $5.24M | 2.82% | −1,500−8.8% | Reduced |
| Castle Rock Wealth Management, LLC | 17,691 | $5.24M | 2.14% | −2,954−14.3% | Reduced |
| Herbst Group, LLC | 15,592 | $5.24M | 3.23% | +15,592 | New |
| Capstone Financial Advisors, Inc. | 15,667 | $5.27M | 0.38% | −357−2.2% | Reduced |
| BSW Wealth Partners | 15,696 | $5.28M | 1.33% | +880+5.9% | Added |
| GSB Wealth Management, LLC | 15,705 | $5.28M | 1.52% | +9,058+136.3% | Added |
| Amitell Capital Pte Ltd | 15,716 | $5.29M | 3.67% | −904−5.4% | Reduced |
| Capital Advisors Wealth Management, LLC | 15,720 | $5.29M | 1.61% | −89−0.6% | Reduced |
| Harvey Investment Co LLC | 15,743 | $5.29M | 0.61% | 00.0% | Unchanged |
| Ar Asset Management Inc | 15,750 | $5.30M | 1.34% | 00.0% | Unchanged |
| Ellevest, Inc. | 15,758 | $5.30M | 0.47% | +4,286+37.4% | Added |
| Orser Capital Management, LLC | 15,761 | $5.30M | 2.74% | −385−2.4% | Reduced |
| Red Spruce Capital, LLC | 15,769 | $5.30M | 2.90% | −312−1.9% | Reduced |
| Trustco Bank Corp N Y | 15,771 | $5.30M | 4.64% | −312−1.9% | Reduced |
| First Command Bank | 18,825 | $5.31M | 0.91% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 15,819 | $5.32M | 1.76% | −1,753−10.0% | Reduced |
| Sittner & Nelson, LLC | 15,833 | $5.33M | 3.10% | +497+3.2% | Added |
| Wedgewood Investors Inc | 15,835 | $5.33M | 6.28% | −55−0.3% | Reduced |
| Wolff Wiese Magana LLC | 15,852 | $5.33M | 3.44% | −402−2.5% | Reduced |
| Lakeview Capital Partners, LLC | 15,870 | $5.34M | 3.12% | −3,182−16.7% | Reduced |
| Robbins Farley LLC | 15,906 | $5.35M | 3.95% | −342−2.1% | Reduced |
| Financial Advisory Partners, LLC | 15,925 | $5.36M | 1.96% | +15,925 | New |
| Cadian Capital Management, LP | 15,928 | $5.36M | 0.29% | −1,770−10.0% | Reduced |
| Vigilare Wealth Management | 15,938 | $5.36M | 3.17% | −40.0% | Reduced |
| Investors Asset Management of Georgia Inc | 16,006 | $5.38M | 2.56% | −40−0.2% | Reduced |
| Northcape Wealth Management, LLC | 16,029 | $5.39M | 1.82% | +16,029 | New |
| CORDA Investment Management, LLC. | 16,057 | $5.40M | 0.42% | +2,796+21.1% | Added |
| CVA Family Office, LLC | 16,058 | $5.40M | 1.34% | +10,989+216.8% | Added |
| Tobias Financial Advisors, Inc. | 16,057 | $5.40M | 0.42% | +14,952+1,353.1% | Added |
| Alta Wealth Advisors LLC | 16,059 | $5.40M | 3.33% | +477+3.1% | Added |
| Retirement Solution Inc. | 16,098 | $5.41M | 2.32% | −1,875−10.4% | Reduced |
| Ssi Investment Management LLC | 16,128 | $5.42M | 0.32% | −52−0.3% | Reduced |
| Thomas White International Ltd | 16,132 | $5.43M | 0.86% | 00.0% | Unchanged |
| Steadfast Capital Management (UK) Ltd. | 16,136 | $5.43M | 6.53% | −227−1.4% | Reduced |
| Trust Co | 16,148 | $5.43M | 1.27% | −324−2.0% | Reduced |
| Financial Consulate, Inc | 16,160 | $5.43M | 1.88% | +394+2.5% | Added |
| InTrack Investment Management Inc | 16,173 | $5.44M | 3.76% | −981−5.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 16,172 | $5.44M | 1.80% | +805+5.2% | Added |
| Magnolia Capital Advisors LLC | 16,178 | $5.44M | 1.59% | +345+2.2% | Added |
| Legacy Advisors, LLC | 16,185 | $5.44M | 2.00% | −244−1.5% | Reduced |
| Patron Partners Advisors, LLC | 16,196 | $5.45M | 3.57% | −15−0.1% | Reduced |