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 |
|---|---|---|---|---|---|
| Leelyn Smith, LLC | 18,278 | $6.15M | 1.64% | −553−2.9% | Reduced |
| SRN Advisors, LLC | 18,291 | $6.15M | 2.21% | −1,683−8.4% | Reduced |
| Abacus Planning Group, Inc. | 18,302 | $6.16M | 1.64% | +2,011+12.3% | Added |
| Rosenbaum Jay D. | 18,339 | $6.17M | 9.07% | −4,086−18.2% | Reduced |
| S. R. Schill & Associates | 18,354 | $6.17M | 2.46% | +71+0.4% | Added |
| Blackhawk Capital Partners LLC. | 18,356 | $6.17M | 3.73% | +98+0.5% | Added |
| Millennium Capital Advisors, LLC | 18,364 | $6.18M | 4.81% | +18,364 | New |
| Hudson Canyon Capital Management | 18,365 | $6.18M | 4.49% | −896−4.7% | Reduced |
| Windsor Creek Advisors, LLC | 18,177 | $6.18M | 2.74% | −23,663−56.6% | Reduced |
| Hurlow Wealth Management Group, Inc. | 26,630 | $6.18M | 4.85% | −141−0.5% | Reduced |
| River & Mercantile Asset Management LLP | 18,400 | $6.19M | 0.48% | −7,158−28.0% | Reduced |
| Cohen Investment Advisors LLC | 18,413 | $6.19M | 4.41% | −166−0.9% | Reduced |
| Bordeaux Wealth Advisors LLC | 18,410 | $6.19M | 2.85% | +1,445+8.5% | Added |
| Patriot Investment Management Inc. | 18,425 | $6.20M | 0.53% | +153+0.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 18,446 | $6.20M | 1.87% | +602+3.4% | Added |
| KWMG, LLC | 18,453 | $6.21M | 0.84% | −761−4.0% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 18,457 | $6.21M | 2.05% | +13,957+310.2% | Added |
| RDST Capital LLC | 18,475 | $6.21M | 4.23% | +18,475 | New |
| Leeward Financial Partners, LLC | 18,547 | $6.24M | 3.90% | +18,547 | New |
| Convergence Investment Partners, LLC | 18,560 | $6.24M | 3.18% | −742−3.8% | Reduced |
| Accuvest Global Advisors | 18,567 | $6.24M | 2.74% | +1,089+6.2% | Added |
| CCG Wealth Management, LLC | 18,595 | $6.25M | 3.26% | −14,970−44.6% | Reduced |
| Winthrop Advisory Group LLC | 18,614 | $6.26M | 1.26% | +191+1.0% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 18,639 | $6.27M | 5.98% | +18,639 | New |
| FORA Capital, LLC | 18,648 | $6.27M | 2.43% | +18,648 | New |
| Tower View Investment Management & Research LLC | 18,675 | $6.28M | 3.20% | −257−1.4% | Reduced |
| Old Mission Investment Co LLC | 18,695 | $6.29M | 2.28% | +83+0.4% | Added |
| Evermay Wealth Management LLC | 18,706 | $6.29M | 1.12% | +3,862+26.0% | Added |
| Snider Financial Group | 18,813 | $6.30M | 2.67% | +351+1.9% | Added |
| LCM Capital Management Inc | 18,736 | $6.30M | 4.88% | +521+2.9% | Added |
| Concord Wealth Partners | 18,768 | $6.31M | 1.54% | +6,897+58.1% | Added |
| Crescent Grove Advisors, LLC | 18,777 | $6.32M | 0.59% | −705−3.6% | Reduced |
| Reik & Co., LLC | 18,809 | $6.33M | 1.51% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 18,810 | $6.33M | 4.35% | −232−1.2% | Reduced |
| Buttonwood Financial Advisors Inc. | 18,812 | $6.33M | 6.19% | +18,812 | New |
| SignalPoint Asset Management, LLC | 18,847 | $6.34M | 1.93% | +10.0% | Added |
| IMS Capital Management | 18,847 | $6.34M | 3.26% | +996+5.6% | Added |
| Field & Main Bank | 18,849 | $6.34M | 3.65% | +1,850+10.9% | Added |
| Adams Asset Advisors, LLC | 18,854 | $6.34M | 1.15% | −1,693−8.2% | Reduced |
| StrongBox Wealth, LLC | 18,923 | $6.36M | 3.18% | +898+5.0% | Added |
| United Bank | 18,948 | $6.37M | 3.42% | −48−0.3% | Reduced |
| Fairhaven Wealth Management, LLC | 18,964 | $6.38M | 2.49% | +23+0.1% | Added |
| Beacon Financial Group | 19,059 | $6.38M | 0.83% | −247−1.3% | Reduced |
| CV Advisors LLC | 18,994 | $6.39M | 3.65% | +18,994 | New |
| BIT Capital GmbH | 19,007 | $6.39M | 0.50% | −13,678−41.8% | Reduced |
| EPG Wealth Management LLC | 19,010 | $6.39M | 2.25% | +1,797+10.4% | Added |
| Cable Hill Partners, LLC | 19,012 | $6.39M | 1.32% | +45+0.2% | Added |
| Lane Generational LLC | 19,011 | $6.39M | 5.50% | +19,011 | New |
| Marino, Stram & Associates LLC | 19,034 | $6.40M | 1.97% | −2,058−9.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 19,037 | $6.40M | 3.02% | +6,100+47.2% | Added |
| Capital Management Associates | 19,052 | $6.41M | 6.27% | −1,890−9.0% | Reduced |
| First Command Financial Services, Inc. | 19,078 | $6.42M | 0.94% | +253+1.3% | Added |
| Mechanics Financial Corp | 19,111 | $6.43M | 3.04% | +19,111 | New |
| Quadrant Private Wealth Management, LLC | 19,162 | $6.44M | 2.39% | +46+0.2% | Added |
| Calton & Associates, Inc. | 19,171 | $6.45M | 1.72% | −1,510−7.3% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 19,174 | $6.45M | 4.88% | −95−0.5% | Reduced |
| Security National Bank of So Dak | 19,182 | $6.45M | 4.34% | +26+0.1% | Added |
| Insight Advisors, LLC | 19,197 | $6.46M | 1.90% | −1,957−9.3% | Reduced |
| Montgomery Investment Management Inc | 19,205 | $6.46M | 2.17% | −60−0.3% | Reduced |
| Intrua Financial, LLC | 19,210 | $6.46M | 1.14% | −139−0.7% | Reduced |
| US Asset Management LLC | 19,231 | $6.47M | 6.19% | −14−0.1% | Reduced |
| Founders Financial Securities LLC | 19,244 | $6.47M | 1.16% | −29−0.2% | Reduced |
| Highview Capital Management LLC | 19,258 | $6.48M | 4.20% | +19,258 | New |
| Benjamin Edwards Inc | 19,291 | $6.49M | 2.10% | +13,419+228.5% | Added |
| Peninsula Asset Management Inc | 19,425 | $6.53M | 3.10% | −509−2.6% | Reduced |
| StrategIQ Financial Group, LLC | 19,426 | $6.53M | 0.65% | +11,802+154.8% | Added |
| Bluesphere Advisors, LLC | 19,438 | $6.54M | 5.43% | +12+0.1% | Added |
| Gs Investments, Inc. | 19,439 | $6.54M | 3.16% | −82−0.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 19,462 | $6.54M | 3.33% | −26−0.1% | Reduced |
| Madden Securities Corp | 19,478 | $6.55M | 3.07% | +327+1.7% | Added |
| Brandes Investment Partners, LP | 19,524 | $6.57M | 0.14% | −1,049−5.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 19,565 | $6.58M | 2.56% | +181+0.9% | Added |
| Cottage Street Advisors LLC | 19,587 | $6.59M | 3.73% | +53+0.3% | Added |
| RB Capital Management, LLC | 19,612 | $6.60M | 2.06% | +208+1.1% | Added |
| Aviance Capital Partners, LLC | 19,622 | $6.60M | 1.10% | −336−1.7% | Reduced |
| GFG Capital, LLC | 19,648 | $6.61M | 1.99% | +735+3.9% | Added |
| Kenfarb & Co. | 19,647 | $6.61M | 4.83% | +19,647 | New |
| Bank Pictet & Cie (Asia) Ltd | 19,679 | $6.62M | 1.56% | +3,562+22.1% | Added |
| Institutional & Family Asset Management, LLC | 19,704 | $6.63M | 1.04% | −3,268−14.2% | Reduced |
| Private Portfolio Partners LLC | 19,721 | $6.63M | 1.70% | +6,219+46.1% | Added |
| Regency Capital Management Inc. | 19,721 | $6.63M | 4.22% | −2,662−11.9% | Reduced |
| Resurgent Financial Advisors LLC | 19,731 | $6.64M | 5.47% | +19,731 | New |
| DFPG Investments, LLC | 22,008 | $6.64M | 2.77% | −2,071−8.6% | Reduced |
| Regatta Capital Group, LLC | 19,749 | $6.64M | 2.32% | +19,749 | New |
| Palouse Capital Management, Inc. | 19,758 | $6.64M | 2.84% | −1,076−5.2% | Reduced |
| RDA Financial Network | 19,779 | $6.65M | 2.71% | +415+2.1% | Added |
| Cape Ann Savings Bank | 19,805 | $6.66M | 4.00% | −120−0.6% | Reduced |
| Sheets Smith Investment Management | 19,849 | $6.68M | 4.74% | +19,849 | New |
| S.E.E.D. Planning Group LLC | 19,882 | $6.69M | 2.90% | −302−1.5% | Reduced |
| Legacy Financial Advisors, Inc. | 19,891 | $6.69M | 1.53% | +1,615+8.8% | Added |
| Agate Pass Investment Management, LLC | 19,896 | $6.69M | 4.16% | +19,896 | New |
| Wittenberg Investment Management, Inc. | 19,966 | $6.71M | 2.44% | −268−1.3% | Reduced |
| Pure Financial Advisors, Inc. | 19,976 | $6.72M | 0.33% | −389−1.9% | Reduced |
| Elgethun Capital Management | 20,291 | $6.72M | 2.35% | −553−2.7% | Reduced |
| Barbara Oil Co. | 20,000 | $6.73M | 2.91% | 00.0% | Unchanged |
| Alight Capital Management LP | 20,000 | $6.73M | 2.19% | +20,000 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 20,009 | $6.73M | 4.39% | −236−1.2% | Reduced |
| Bull Street Advisors, LLC | 20,043 | $6.74M | 3.21% | −359−1.8% | Reduced |
| Wealth Effects LLC | 20,144 | $6.78M | 2.81% | +20,144 | New |
| Stableford Capital II LLC | 22,875 | $6.78M | 2.86% | +1,591+7.5% | Added |