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 |
|---|---|---|---|---|---|
| Delphi Financial Group, Inc. | 16,200 | $5.45M | 1.66% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 16,225 | $5.46M | 3.15% | +136+0.8% | Added |
| Bienville Capital Management, LLC | 16,244 | $5.46M | 3.95% | −10.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 16,304 | $5.48M | 3.51% | −135−0.8% | Reduced |
| SkyOak Wealth, LLC | 16,322 | $5.49M | 1.40% | −129−0.8% | Reduced |
| New Capital Management LP | 16,334 | $5.49M | 2.85% | −701−4.1% | Reduced |
| MONECO Advisors, LLC | 18,251 | $5.50M | 2.07% | +491+2.8% | Added |
| Taylor Hoffman Wealth Management | 16,361 | $5.50M | 2.09% | −624−3.7% | Reduced |
| Capital Insight Partners, LLC | 16,362 | $5.50M | 1.12% | +23+0.1% | Added |
| KCS Wealth Advisory | 16,362 | $5.50M | 2.21% | +514+3.2% | Added |
| Shayne & Co., LLC | 16,398 | $5.51M | 2.97% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 16,403 | $5.52M | 0.03% | +4,469+37.4% | Added |
| Cedar Brook Financial Partners, LLC | 16,414 | $5.52M | 1.41% | +931+6.0% | Added |
| Wealth Alliance Advisory Group, LLC | 16,414 | $5.52M | 2.40% | +1,179+7.7% | Added |
| GDS Wealth Management | 16,434 | $5.53M | 1.24% | +16,434 | New |
| Brown, Lisle/Cummings, Inc. | 16,448 | $5.53M | 2.76% | +16,448 | New |
| Amarillo National Bank | 16,458 | $5.54M | 1.08% | +177+1.1% | Added |
| Phoenix Wealth Advisors | 16,471 | $5.54M | 4.18% | +723+4.6% | Added |
| Citadel Investment Advisory, Inc. | 16,479 | $5.54M | 3.24% | −50.0% | Reduced |
| Carl P. Sherr & Co., LLC | 16,553 | $5.57M | 3.37% | +969+6.2% | Added |
| Andrew Hill Investment Advisors, Inc. | 16,580 | $5.58M | 5.21% | +16,580 | New |
| Lattice Capital Management, LLC | 16,594 | $5.58M | 5.76% | +16,594 | New |
| Brookmont Capital Management | 16,634 | $5.59M | 2.96% | −729−4.2% | Reduced |
| Connecticut Wealth Management, LLC | 16,665 | $5.61M | 0.44% | −1,364−7.6% | Reduced |
| Kolinsky Wealth Management, LLC | 16,721 | $5.62M | 5.20% | +16,721 | New |
| Marathon Capital Management | 16,758 | $5.64M | 1.32% | −7,771−31.7% | Reduced |
| Main Street Financial Solutions, LLC | 16,760 | $5.64M | 0.80% | +342+2.1% | Added |
| Wharton Business Group, LLC | 16,762 | $5.64M | 0.35% | +16,762 | New |
| Pantheon Investment Group, LLC | 16,767 | $5.64M | 4.43% | −204−1.2% | Reduced |
| Teza Capital Management LLC | 16,775 | $5.64M | 1.51% | +2,848+20.4% | Added |
| Garrison Point Advisors, LLC | 16,789 | $5.65M | 3.75% | −420−2.4% | Reduced |
| RWM Asset Management, LLC | 16,791 | $5.65M | 1.09% | +1,285+8.3% | Added |
| Martin Capital Partners, LLC | 16,807 | $5.65M | 2.67% | −419−2.4% | Reduced |
| Pacifica Partners Inc. | 18,014 | $5.66M | 3.70% | +214+1.2% | Added |
| Successful Portfolios LLC | 16,827 | $5.66M | 3.08% | −64−0.4% | Reduced |
| L2 Asset Management, LLC | 16,874 | $5.67M | 3.96% | +13,845+457.1% | Added |
| Wunderlich Capital Managemnt | 16,906 | $5.69M | 2.53% | −390−2.3% | Reduced |
| Secure Asset Management, LLC | 16,916 | $5.69M | 2.31% | +15+0.1% | Added |
| Global Trust Asset Management, LLC | 16,926 | $5.69M | 2.24% | +739+4.6% | Added |
| Summit Place Financial Advisors, LLC | 16,930 | $5.69M | 3.94% | −575−3.3% | Reduced |
| Terra Nova Asset Management LLC | 16,956 | $5.70M | 4.27% | +175+1.0% | Added |
| Financial Sense Advisors, Inc. | 16,991 | $5.71M | 1.97% | −702−4.0% | Reduced |
| RBA Wealth Management, LLC | 16,995 | $5.72M | 2.70% | +16,995 | New |
| Werlinich Asset Management, LLC | 17,046 | $5.73M | 4.17% | 00.0% | Unchanged |
| Bruderman Asset Management, LLC | 17,061 | $5.74M | 4.39% | −32,597−65.6% | Reduced |
| Bradley Mark J. | 17,076 | $5.74M | 3.75% | −708−4.0% | Reduced |
| Sax Wealth Advisors, LLC | 17,094 | $5.75M | 1.20% | +1,183+7.4% | Added |
| Allegheny Financial Group LTD | 17,095 | $5.75M | 2.29% | +2,359+16.0% | Added |
| Advisors Management Group Inc | 17,132 | $5.76M | 1.73% | −53−0.3% | Reduced |
| Pettee Investors, Inc. | 17,187 | $5.78M | 2.42% | +149+0.9% | Added |
| Ahl Investment Management, Inc. | 17,273 | $5.81M | 5.30% | +17,273 | New |
| Widmann Financial Services, Inc. | 17,290 | $5.82M | 4.79% | +17,290 | New |
| Trellis Advisors, LLC | 17,330 | $5.83M | 2.76% | −923−5.1% | Reduced |
| Chickasaw Capital Management LLC | 17,366 | $5.84M | 0.30% | −1,305−7.0% | Reduced |
| WC Walker & Associates, Inc. | 18,863 | $5.85M | 2.89% | −340−1.8% | Reduced |
| Lincluden Management Ltd | 17,410 | $5.86M | 0.54% | −252−1.4% | Reduced |
| Guardian Investment Management | 17,440 | $5.87M | 4.08% | +50+0.3% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 17,483 | $5.88M | 0.36% | −742−4.1% | Reduced |
| Ardsley Advisory Partners LP | 17,500 | $5.89M | 1.39% | −3,000−14.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 17,518 | $5.89M | 0.84% | +921+5.5% | Added |
| Red Cedar Investment Management, LLC | 17,555 | $5.90M | 0.71% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 17,556 | $5.90M | 2.30% | +607+3.6% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 17,561 | $5.91M | 1.67% | −364−2.0% | Reduced |
| Journey Strategic Wealth LLC | 17,595 | $5.92M | 0.62% | +17,595 | New |
| Axiom Investment Management LLC | 17,624 | $5.93M | 5.75% | −938−5.1% | Reduced |
| Beaton Management Co. Inc. | 17,661 | $5.94M | 3.54% | +85+0.5% | Added |
| First Financial Corp | 17,703 | $5.95M | 3.64% | −647−3.5% | Reduced |
| Strategic Wealth Designers | 17,749 | $5.97M | 1.55% | +1,811+11.4% | Added |
| Wedmont Private Capital | 19,582 | $5.97M | 1.84% | +19,582 | New |
| Karpas Strategies, LLC | 17,779 | $5.98M | 1.92% | +807+4.8% | Added |
| Trexquant Investment LP | 17,808 | $5.99M | 0.37% | −11,861−40.0% | Reduced |
| Twinbeech Capital LP | 17,820 | $5.99M | 0.34% | +16,594+1,353.5% | Added |
| MV Capital Management, Inc. | 17,828 | $6.00M | 0.87% | +600+3.5% | Added |
| Wealth Dimensions Group, Ltd. | 17,877 | $6.01M | 2.94% | −348−1.9% | Reduced |
| Capital One Financial Corp | 17,910 | $6.02M | 0.73% | −1,588−8.1% | Reduced |
| First National Bank of South Miami | 17,944 | $6.04M | 3.65% | +450+2.6% | Added |
| Matisse Capital | 17,971 | $6.04M | 4.18% | −699−3.7% | Reduced |
| Sterling Investment Management, Inc. | 17,995 | $6.05M | 3.77% | −1,233−6.4% | Reduced |
| SkyView Investment Advisors, LLC | 41,473 | $6.05M | 1.36% | +23,878+135.7% | Added |
| Precept Management LLC | 18,000 | $6.05M | 6.30% | 00.0% | Unchanged |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 18,021 | $6.06M | 0.24% | +521+3.0% | Added |
| Royal Capital Wealth Management, LLC | 18,026 | $6.06M | 5.88% | +18,026 | New |
| Watchman Group, Inc. | 18,035 | $6.07M | 3.18% | +2,205+13.9% | Added |
| David R. Rahn & Associates Inc. | 18,036 | $6.07M | 2.67% | +9,077+101.3% | Added |
| Revolve Wealth Partners, LLC | 18,060 | $6.07M | 1.75% | +18,060 | New |
| Boltwood Capital Management | 18,069 | $6.08M | 2.24% | −198−1.1% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 18,073 | $6.08M | 8.76% | −191−1.0% | Reduced |
| Graticule Asia Macro Advisors LLC | 18,075 | $6.08M | 2.83% | +18,075 | New |
| KG&L Capital Management,LLC | 18,115 | $6.09M | 2.46% | +1,050+6.2% | Added |
| Accredited Investors Inc. | 18,117 | $6.09M | 0.54% | −512−2.7% | Reduced |
| Dohj, LLC | 18,132 | $6.10M | 2.73% | +74+0.4% | Added |
| Geneva Capital Management LLC | 18,170 | $6.11M | 0.10% | −443−2.4% | Reduced |
| Clarus Group, Inc. | 18,497 | $6.12M | 4.11% | −148−0.8% | Reduced |
| FLC Capital Advisors | 18,183 | $6.12M | 1.70% | +130+0.7% | Added |
| BCJ Capital Management, LLC | 18,190 | $6.12M | 0.57% | +130+0.7% | Added |
| Almanack Investment Partners, LLC. | 18,217 | $6.13M | 0.50% | +91+0.5% | Added |
| Abeille Asset Management SA | 18,237 | $6.13M | 1.42% | +18,237 | New |
| American Trust Investment Advisors, LLC | 18,243 | $6.13M | 3.05% | −177−1.0% | Reduced |
| Keystone Wealth Services, LLC | 18,249 | $6.14M | 2.49% | +18,249 | New |
| TCG Advisory Services, LLC | 18,277 | $6.15M | 1.44% | −1,795−8.9% | Reduced |