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; 6,247 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
- 4,553
- +589 vs. Q3 2021
- Shares held
- 5.28B
- +8.41M (+0.2%) vs. Q3 2021
- Total value
- $1.77T
- +$286.9B (+19.3%) vs. Q3 2021
- New holders
- 664
- 1,647 more added
- Sold out
- 75
- 1,950 more reduced
71 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Sanctuary Wealth Management, L.L.C. | 758 | $255.0K | 0.27% | +758 | New |
| Eq LLC | 761 | $256.0K | 0.18% | +761 | New |
| Doliver Advisors, LP | 846 | $259.0K | 0.08% | +846 | New |
| Wexford Capital LP | 775 | $261.0K | 0.03% | +775 | New |
| Sippican Capital Advisors | 786 | $264.0K | 0.22% | −685−46.6% | Reduced |
| Atwater Malick LLC | 786 | $264.0K | 0.12% | −42−5.1% | Reduced |
| Prism Advisors, Inc. | 791 | $266.0K | 0.09% | −555−41.2% | Reduced |
| Keywise Capital Management (HK) Ltd | 800 | $269.0K | 0.14% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 800 | $269.0K | 0.11% | +800 | New |
| Delta Accumulation, LLC | 804 | $270.0K | 6.24% | +804 | New |
| ETF Portfolio Partners, Inc. | 817 | $275.0K | 0.10% | −400−32.9% | Reduced |
| Compass Financial Group, Inc. | 817 | $275.0K | 0.14% | −158−16.2% | Reduced |
| Crown Wealth Group, LLC | 825 | $277.0K | 0.26% | +825 | New |
| OLIO Financial Planning | 825 | $277.0K | 0.16% | +825 | New |
| Wakefield Asset Management LLLP | 835 | $281.0K | 0.10% | −30−3.5% | Reduced |
| Rye Brook Capital LLC | 835 | $281.0K | 0.17% | +835 | New |
| Triune Financial Partners, LLC | 840 | $282.6K | 0.14% | +840 | New |
| Skylands Capital, LLC | 840 | $283.0K | 0.03% | −120−12.5% | Reduced |
| TAGStone Capital, Inc. | 840 | $283.0K | 0.24% | +840 | New |
| New Harbor Financial Group, LLC | 850 | $285.0K | 0.19% | 00.0% | Unchanged |
| Hillcrest Wealth Advisors - NY, LLC | 858 | $289.0K | 0.16% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 866 | $291.0K | 0.22% | −116−11.8% | Reduced |
| HFR Wealth Management, LLC | 870 | $293.0K | 0.07% | −119−12.0% | Reduced |
| LPWM LLC | 878 | $295.0K | 0.16% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 884 | $297.0K | 0.13% | +5+0.6% | Added |
| Harbor Group, Inc. | 886 | $298.0K | 0.18% | −246−21.7% | Reduced |
| Kendall Capital Management | 887 | $298.0K | 0.14% | +18+2.1% | Added |
| Goodwin Investment Advisory | 884 | $298.0K | 0.22% | +65+7.9% | Added |
| TimesSquare Capital Management, LLC | 890 | $299.0K | 0.00% | −30−3.3% | Reduced |
| Asset Planning Services, Ltd. | 888 | $299.0K | 0.14% | +1+0.1% | Added |
| Hartford Funds Management Co LLC | 891 | $299.0K | 0.03% | +891 | New |
| Briaud Financial Planning, Inc | 893 | $300.0K | 0.16% | −20−2.2% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 893 | $300.0K | 0.07% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $301.0K | 0.15% | – | – |
| Omega Financial Group, LLC | 895 | $301.0K | 0.13% | +895 | New |
| Integrated Capital Management, Inc. | 900 | $302.0K | 0.24% | 00.0% | Unchanged |
| Telemetry Investments, L.L.C. | 901 | $303.0K | 0.40% | −154−14.6% | Reduced |
| Union Investments & Development Ltd. | 900 | $303.0K | 0.10% | +900 | New |
| Tucker Asset Management LLC | 893 | $303.0K | 0.10% | +71+8.6% | Added |
| J Arnold Wealth Management Co | 924 | $311.0K | 0.14% | +126+15.8% | Added |
| Wade Financial Advisory, Inc | 926 | $312.0K | 0.16% | 00.0% | Unchanged |
| Provence Wealth Management Group | 928 | $312.0K | 0.35% | +928 | New |
| Sanchez Wealth Management Group | 942 | $317.0K | 0.13% | 00.0% | Unchanged |
| Josh Arnold Investment Consultant, LLC | 942 | $317.0K | 0.29% | +942 | New |
| Wooster Corthell Wealth Management, Inc. | 948 | $319.0K | 0.08% | −312−24.8% | Reduced |
| Terril Brothers, Inc. | 950 | $320.0K | 0.07% | 00.0% | Unchanged |
| Avant Capital LLC | 950 | $320.0K | 0.35% | +950 | New |
| Schwab Charitable Fund | 972 | $327.0K | 0.03% | −30,576−96.9% | Reduced |
| Oak Thistle LLC | 974 | $328.0K | 0.25% | +974 | New |
| Shakespeare Wealth Management, Inc. | 980 | $330.0K | 0.12% | −109−10.0% | Reduced |
| Capital Bank & Trust Co | 982 | $330.0K | 10.49% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 980 | $330.0K | 0.16% | 00.0% | Unchanged |
| Steward Financial Group LLC | 982 | $330.0K | 0.30% | +982 | New |
| Simplicity Wealth,LLC | 980 | $330.0K | 0.18% | +980 | New |
| Provident Wealth Management, LLC | 983 | $331.0K | 0.22% | +983 | New |
| Armor Investment Advisors, LLC | 992 | $334.0K | 0.19% | −6−0.6% | Reduced |
| Interactive Financial Advisors | 1,000 | $336.0K | 0.13% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 1,007 | $339.0K | 0.08% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 1,013 | $341.0K | 0.20% | +19+1.9% | Added |
| Tanglewood Wealth Management, Inc. | 1,016 | $342.0K | 0.06% | +66+6.9% | Added |
| Chiron Investment Management, LLC | 1,019 | $343.0K | 0.04% | +1,019 | New |
| Warwick Investment Management, Inc. | 1,020 | $343.0K | 0.17% | +1,020 | New |
| Milestone Advisory Partners | 1,023 | $344.0K | 0.17% | 00.0% | Unchanged |
| Sage Financial Management Group, Inc. | 1,026 | $345.0K | 0.23% | +1,026 | New |
| Treasure Coast Financial Planning | 1,026 | $345.0K | 0.27% | +1,026 | New |
| Halpern Financial, Inc. | 1,026 | $345.1K | 0.15% | +223+27.8% | Added |
| Leverty Financial Group, LLC | 1,032 | $347.0K | 0.27% | +1,032 | New |
| Biltmore Wealth Management, LLC | 1,039 | $349.0K | 0.13% | −149−12.5% | Reduced |
| Lountzis Asset Management, LLC | 1,051 | $353.5K | 0.20% | 00.0% | Unchanged |
| BCK Partners, Inc. | 1,055 | $355.0K | 0.21% | −300−22.1% | Reduced |
| Core Wealth Advisors, Inc. | 1,056 | $355.0K | 0.21% | −86−7.5% | Reduced |
| Gsa Capital Partners LLP | 1,064 | $358.0K | 0.04% | −16,088−93.8% | Reduced |
| Alpha Paradigm Partners, LLC | 1,068 | $359.0K | 0.14% | +746+231.7% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,070 | $360.0K | 0.11% | −49,856−97.9% | Reduced |
| Mizuho Markets Cayman LP | 1,070 | $360.0K | 0.04% | −45,064−97.7% | Reduced |
| Rice Hall James & Associates, LLC | 1,071 | $360.0K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 1,070 | $360.0K | 0.24% | 00.0% | Unchanged |
| Linker Capital Management Inc. | 1,070 | $360.0K | 0.35% | +1,070 | New |
| Garrett Wealth Advisory Group, LLC | 1,080 | $363.0K | 0.18% | +144+15.4% | Added |
| American Investment Services, Inc. | 1,082 | $364.0K | 0.08% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 1,171 | $364.0K | 0.01% | +1,171 | New |
| Dorsey Wright & Associates | 1,085 | $365.0K | 0.08% | −2−0.2% | Reduced |
| Waller Financial Planning Group, Inc | 1,087 | $366.0K | 0.09% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,099 | $370.0K | 0.12% | +800+267.6% | Added |
| Johnson Midwest Financial, LLC | 1,109 | $373.0K | 0.28% | +168+17.9% | Added |
| Peak Financial Advisors LLC | 1,115 | $375.0K | 0.29% | +330+42.0% | Added |
| Dopkins Wealth Management, LLC | 1,115 | $375.0K | 0.37% | +1,115 | New |
| Monolith Advisors | 1,118 | $376.0K | 0.30% | +1,118 | New |
| New England Guild Wealth Advisors, Inc. | 1,137 | $382.0K | 0.19% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 1,145 | $385.0K | 0.24% | −192−14.4% | Reduced |
| Afg Fiduciary Services Limited Partnership | 1,144 | $385.0K | 0.27% | +1,144 | New |
| Partners in Financial Planning | 1,316 | $388.3K | 0.12% | 00.0% | Unchanged |
| Chartist Inc | 1,169 | $393.2K | 0.18% | +1+0.1% | Added |
| Bryant Woods Investment Advisors, LLC | 1,176 | $396.0K | 0.31% | +1,176 | New |
| Ameraudi Asset Management, Inc. | 1,180 | $397.0K | 0.15% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 1,180 | $397.0K | 0.17% | +1,180 | New |
| Tri-Star Advisors Inc. | 1,266 | $399.0K | 0.17% | 00.0% | Unchanged |
| Doman Group, LLC | 1,185 | $399.0K | 0.35% | +1,185 | New |
| NexWave Capital Partners LLC | 1,191 | $401.0K | 0.93% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 1,191 | $401.0K | 0.45% | +1,191 | New |