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 |
|---|---|---|---|---|---|
| Page Arthur B | 20,171 | $6.78M | 4.65% | −1,319−6.1% | Reduced |
| Coastal Bridge Advisors, LLC | 23,498 | $6.79M | 1.41% | +9,801+71.6% | Added |
| McBroom & Associates, LLC | 20,212 | $6.80M | 5.12% | +20,212 | New |
| Optimum Investment Advisors | 20,276 | $6.82M | 2.66% | +11+0.1% | Added |
| Sage Mountain Advisors LLC | 20,326 | $6.84M | 0.83% | +6,558+47.6% | Added |
| Forte Capital LLC | 20,372 | $6.85M | 0.86% | +289+1.4% | Added |
| Kistler-Tiffany Companies, LLC | 20,387 | $6.86M | 1.34% | +11+0.1% | Added |
| First Commonwealth Financial Corp | 20,401 | $6.86M | 2.21% | +14+0.1% | Added |
| Pinkerton Retirement Specialists, LLC | 20,407 | $6.86M | 1.20% | +55+0.3% | Added |
| Resonant Capital Advisors, LLC | 20,411 | $6.87M | 1.03% | +1,358+7.1% | Added |
| George Kaiser Family Foundation | 20,438 | $6.87M | 0.99% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 20,455 | $6.88M | 1.94% | −1,258−5.8% | Reduced |
| Kensington Investment Counsel, LLC | 20,508 | $6.90M | 4.02% | +20,508 | New |
| Octavia Wealth Advisors, LLC | 20,522 | $6.90M | 1.49% | +751+3.8% | Added |
| Peterson Wealth Advisors, LLC | 20,534 | $6.91M | 1.99% | +16,339+389.5% | Added |
| AllGen Financial Advisors, Inc. | 20,563 | $6.92M | 5.13% | +1,608+8.5% | Added |
| Mathes Company, Inc. | 20,567 | $6.92M | 2.38% | −1,198−5.5% | Reduced |
| Peregrine Asset Advisers, Inc. | 20,569 | $6.92M | 2.81% | +456+2.3% | Added |
| Wealth Management Associates, Inc. | 20,582 | $6.92M | 3.72% | +217+1.1% | Added |
| Beta Wealth Group, Inc. | 24,605 | $6.93M | 5.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 20,635 | $6.94M | 1.88% | −2,235−9.8% | Reduced |
| Financial Advisory Service, Inc. | 20,675 | $6.95M | 0.64% | −1,843−8.2% | Reduced |
| Phraction Management LLC | 20,709 | $6.96M | 4.22% | +20,709 | New |
| Diversified Investment Strategies, LLC | 20,717 | $6.97M | 5.05% | −265−1.3% | Reduced |
| Prospector Partners LLC | 20,725 | $6.97M | 0.81% | −250−1.2% | Reduced |
| Wealth Management Partners, LLC | 21,000 | $6.99M | 4.80% | −886−4.0% | Reduced |
| IMA Wealth, Inc. | 20,827 | $7.00M | 1.55% | +170+0.8% | Added |
| WD Rutherford LLC | 20,856 | $7.01M | 3.55% | −580−2.7% | Reduced |
| Prelude Capital Management, LLC | 20,883 | $7.02M | 0.35% | −7,444−26.3% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 20,893 | $7.03M | 5.21% | −762−3.5% | Reduced |
| Keudell/Morrison Wealth Management | 20,908 | $7.03M | 2.78% | −964−4.4% | Reduced |
| S.A. Mason LLC | 20,930 | $7.04M | 4.24% | +126+0.6% | Added |
| Alaethes Wealth LLC | 20,938 | $7.04M | 4.44% | +475+2.3% | Added |
| Sculati Wealth Management, LLC | 20,951 | $7.05M | 3.41% | −41−0.2% | Reduced |
| Schrum Private Wealth Management LLC | 20,946 | $7.05M | 6.42% | +20,946 | New |
| Rational Advisors LLC | 20,958 | $7.05M | 0.43% | +5,831+38.5% | Added |
| Centerpoint Advisors, LLC | 20,997 | $7.06M | 3.10% | −35−0.2% | Reduced |
| EverSource Wealth Advisors, LLC | 21,020 | $7.07M | 1.98% | +21,020 | New |
| West Family Investments, Inc. | 21,068 | $7.09M | 1.99% | −2,540−10.8% | Reduced |
| Viridian Ria, LLC | 21,079 | $7.09M | 1.50% | +21,079 | New |
| Davis-Rea Ltd. | 21,082 | $7.09M | 3.29% | −2,111−9.1% | Reduced |
| Catalyst Capital Advisors LLC | 21,099 | $7.10M | 0.33% | −232−1.1% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 21,110 | $7.10M | 1.73% | +26+0.1% | Added |
| MTM Investment Management, LLC | 21,117 | $7.10M | 3.38% | −132−0.6% | Reduced |
| Mraz, Amerine & Associates, Inc. | 21,139 | $7.11M | 1.83% | −3,004−12.4% | Reduced |
| GYL Financial Synergies, LLC | 21,160 | $7.12M | 1.92% | +281+1.3% | Added |
| Strategic Financial Services, Inc, | 21,196 | $7.13M | 0.53% | −1,730−7.5% | Reduced |
| Capital Impact Advisors, LLC | 21,205 | $7.13M | 4.92% | +21,205 | New |
| Symmetry Investments LP | 21,233 | $7.14M | 3.70% | −41,067−65.9% | Reduced |
| Merit Financial Group, LLC | 21,249 | $7.15M | 0.70% | −1,036−4.6% | Reduced |
| Hampton Road Capital Management LP | 21,252 | $7.15M | 2.50% | +21,252 | New |
| Financial Engines Advisors L.L.C. | 21,331 | $7.17M | 0.02% | −2,541−10.6% | Reduced |
| Atlas Brown,Inc. | 21,331 | $7.17M | 2.78% | −1,972−8.5% | Reduced |
| Heritage Way Advisors, LLC | 21,333 | $7.17M | 2.69% | −2,379−10.0% | Reduced |
| Integrated Investment Consultants, LLC | 21,341 | $7.18M | 1.92% | +923+4.5% | Added |
| First United Bank Trust | 21,351 | $7.18M | 2.65% | +1,545+7.8% | Added |
| Synergy Financial Group, LTD | 21,353 | $7.18M | 6.44% | +21,353 | New |
| Blue Edge Capital, LLC | 21,377 | $7.19M | 1.39% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 21,400 | $7.20M | 4.00% | −335−1.5% | Reduced |
| Hourglass Capital, LLC | 21,402 | $7.20M | 2.41% | −6,220−22.5% | Reduced |
| Financial Advisors, LLC | 21,458 | $7.22M | 2.20% | +141+0.7% | Added |
| Hickory Lane Capital Management LP | 21,500 | $7.23M | 4.84% | +21,500 | New |
| Providence Wealth Advisors, LLC | 23,473 | $7.23M | 4.54% | −231−1.0% | Reduced |
| Moseley Investment Management Inc | 21,510 | $7.23M | 3.30% | −892−4.0% | Reduced |
| Brooktree Capital Management | 21,509 | $7.23M | 4.42% | −350−1.6% | Reduced |
| Forefront Wealth Management Inc. | 21,521 | $7.24M | 6.91% | +21,521 | New |
| Breiter Capital Management Inc | 21,542 | $7.25M | 3.55% | +177+0.8% | Added |
| Van Den Berg Management I, Inc | 21,581 | $7.26M | 1.32% | −296−1.4% | Reduced |
| Eos Management, L.P. | 21,620 | $7.27M | 4.28% | 00.0% | Unchanged |
| Bank of Stockton | 21,652 | $7.28M | 2.14% | −395−1.8% | Reduced |
| Private Capital Group, LLC | 21,695 | $7.30M | 1.55% | +101+0.5% | Added |
| Bell Bank | 21,736 | $7.31M | 0.83% | +672+3.2% | Added |
| Scarborough Advisors, LLC | 21,744 | $7.31M | 2.51% | +21,744 | New |
| Fortis Capital Management LLC | 21,748 | $7.31M | 3.84% | +8,302+61.7% | Added |
| Summit Financial Strategies, Inc. | 21,750 | $7.32M | 1.41% | +120+0.6% | Added |
| Hudson Value Partners, LLC | 21,770 | $7.32M | 3.55% | +245+1.1% | Added |
| Woodward Diversified Capital, LLC | 21,780 | $7.33M | 4.31% | −38−0.2% | Reduced |
| Okabena Investment Services Inc | 21,780 | $7.33M | 2.79% | +3,717+20.6% | Added |
| Wolf Group Capital Advisors | 21,819 | $7.34M | 1.20% | +14,403+194.2% | Added |
| Byrne Asset Management LLC | 21,831 | $7.34M | 4.76% | +21,831 | New |
| High Pines Wealth Management, LLC | 21,909 | $7.37M | 5.13% | −490−2.2% | Reduced |
| Camden Capital, LLC | 21,930 | $7.38M | 1.58% | −2,757−11.2% | Reduced |
| Dudley & Shanley, Inc. | 21,959 | $7.38M | 1.28% | 00.0% | Unchanged |
| Lee Financial Co | 21,985 | $7.39M | 1.39% | +752+3.5% | Added |
| Quantbot Technologies LP | 21,995 | $7.40M | 0.60% | +21,995 | New |
| StoneX Group Inc. | 22,017 | $7.40M | 0.85% | +2,798+14.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 22,080 | $7.43M | 1.23% | −611−2.7% | Reduced |
| Strong Tower Advisory Services | 22,257 | $7.49M | 3.99% | −1,104−4.7% | Reduced |
| Breakline Capital LLC | 22,289 | $7.50M | 10.11% | −2,353−9.5% | Reduced |
| Telos Capital Management, Inc. | 22,354 | $7.52M | 0.94% | −70−0.3% | Reduced |
| Compton Wealth Advisory Group, LLC | 22,476 | $7.56M | 3.24% | +1,022+4.8% | Added |
| TrimTabs Asset Management, LLC | 22,482 | $7.56M | 3.72% | +3,531+18.6% | Added |
| United Fire Group Inc | 22,500 | $7.57M | 3.56% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 22,523 | $7.58M | 0.93% | −546−2.4% | Reduced |
| Sandler Capital Management | 22,528 | $7.58M | 0.96% | −41,195−64.6% | Reduced |
| Scott Capital Advisors, LLC | 22,559 | $7.59M | 4.62% | +22,559 | New |
| Laffer Tengler Investments | 22,577 | $7.59M | 2.19% | −428−1.9% | Reduced |
| Manchester Capital Management LLC | 22,607 | $7.60M | 0.99% | −2,635−10.4% | Reduced |
| Baker Boyer National Bank | 22,614 | $7.61M | 3.50% | +22,614 | New |
| Peloton Wealth Strategists | 22,624 | $7.61M | 3.05% | −1,255−5.3% | Reduced |