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 |
|---|---|---|---|---|---|
| Lindenwold Advisors | 22,642 | $7.62M | 4.44% | +22,642 | New |
| Optas, LLC | 22,646 | $7.62M | 2.16% | −760−3.2% | Reduced |
| Delta Investment Management, LLC | 22,649 | $7.62M | 2.19% | +557+2.5% | Added |
| Private Harbour Investment Management & Counsel, LLC | 22,667 | $7.62M | 6.09% | −156−0.7% | Reduced |
| Surevest, LLC | 22,690 | $7.63M | 1.81% | −1,275−5.3% | Reduced |
| Consolidated Investment Group LLC | 22,689 | $7.63M | 1.21% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 24,980 | $7.64M | 4.30% | −282−1.1% | Reduced |
| Security Asset Management | 22,728 | $7.64M | 2.97% | −734−3.1% | Reduced |
| Amica Retiree Medical Trust | 22,757 | $7.65M | 6.50% | −1,345−5.6% | Reduced |
| Parisi Gray Wealth Management | 22,757 | $7.65M | 2.86% | +68+0.3% | Added |
| Intellectus Partners, LLC | 22,787 | $7.66M | 1.95% | −111−0.5% | Reduced |
| Metatron Capital SICAV plc | 22,800 | $7.67M | 7.30% | +22,800 | New |
| Fruth Investment Management | 22,804 | $7.67M | 2.10% | −50−0.2% | Reduced |
| Emerald Advisers, LLC | 22,817 | $7.67M | 0.28% | −399−1.7% | Reduced |
| JB Capital LLC | 22,821 | $7.68M | 0.76% | −751−3.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 22,858 | $7.69M | 4.87% | +288+1.3% | Added |
| Leisure Capital Management | 22,871 | $7.69M | 3.54% | −41−0.2% | Reduced |
| Heirloom Wealth Management | 25,959 | $7.69M | 6.60% | +25,959 | New |
| Cary Street Partners Asset Management LLC | 22,899 | $7.70M | 1.65% | −331−1.4% | Reduced |
| Boxwood Ventures, Inc. | 22,898 | $7.70M | 15.76% | 00.0% | Unchanged |
| Bangor Savings Bank | 22,951 | $7.72M | 0.74% | −24−0.1% | Reduced |
| Monetta Financial Services Inc | 23,000 | $7.74M | 5.98% | −2,000−8.0% | Reduced |
| New Potomac Partners, LLC | 23,006 | $7.74M | 5.01% | +241+1.1% | Added |
| Canal Capital Management, LLC | 23,014 | $7.74M | 1.87% | +67+0.3% | Added |
| Klingman & Associates, LLC | 23,026 | $7.74M | 0.67% | +754+3.4% | Added |
| Ami Investment Management Inc | 23,051 | $7.75M | 3.20% | −2,143−8.5% | Reduced |
| Oak Harvest Investment Services | 23,099 | $7.77M | 1.93% | +75+0.3% | Added |
| Somerset Group LLC | 23,120 | $7.78M | 5.24% | −129−0.6% | Reduced |
| Souders Financial Advisors | 23,156 | $7.79M | 2.24% | −416−1.8% | Reduced |
| Tempus Wealth Planning, LLC | 23,175 | $7.79M | 4.20% | +45+0.2% | Added |
| Pinnacle Bancorp, Inc. | 23,184 | $7.80M | 2.76% | −597−2.5% | Reduced |
| Once Capital Management, LLC | 23,200 | $7.80M | 7.31% | +23,200 | New |
| Gateway Advisory, LLC | 23,215 | $7.81M | 1.66% | −2,488−9.7% | Reduced |
| Family Legacy, Inc. | 24,829 | $7.82M | 3.20% | −272−1.1% | Reduced |
| Two Sigma Securities, LLC | 23,256 | $7.82M | 1.52% | +22,089+1,892.8% | Added |
| Cunning Capital Partners, LP | 23,275 | $7.83M | 4.26% | 00.0% | Unchanged |
| Stolper Co | 23,314 | $7.84M | 3.49% | −1,117−4.6% | Reduced |
| FinTrust Capital Advisors, LLC | 23,318 | $7.84M | 1.89% | −308−1.3% | Reduced |
| Townsend Asset Management Corp | 23,358 | $7.86M | 3.75% | +93+0.4% | Added |
| McDonough Capital Management, Inc | 23,364 | $7.86M | 6.39% | +23,364 | New |
| Trail Ridge Investment Advisors, LLC | 23,379 | $7.86M | 4.72% | +23,379 | New |
| Darwin Advisors, LLC | 26,114 | $7.88M | 1.24% | −2,545−8.9% | Reduced |
| Financial Network Wealth Management LLC | 23,423 | $7.88M | 3.99% | +77+0.3% | Added |
| Guardian Wealth Advisors, LLC | 23,423 | $7.88M | 3.39% | +23,423 | New |
| Tru Independence Asset Management 2, LLC | 23,433 | $7.88M | 4.18% | +2,846+13.8% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 23,443 | $7.88M | 5.45% | +2,140+10.0% | Added |
| Tairen Capital Ltd | 23,494 | $7.90M | 1.22% | −13,426−36.4% | Reduced |
| Winton Group Ltd | 23,510 | $7.91M | 0.48% | +11,916+102.8% | Added |
| Charles Carroll Financial Partners, LLC | 23,513 | $7.91M | 7.85% | +23,513 | New |
| Affiance Financial, LLC | 23,519 | $7.91M | 3.30% | +635+2.8% | Added |
| Brightworth | 23,532 | $7.91M | 0.72% | +1,253+5.6% | Added |
| Childress Capital Advisors, LLC | 23,536 | $7.92M | 3.27% | −789−3.2% | Reduced |
| RPg Family Wealth Advisory, LLC | 23,563 | $7.92M | 3.13% | −331−1.4% | Reduced |
| Wambolt & Associates, LLC | 23,572 | $7.93M | 2.86% | −200−0.8% | Reduced |
| Monument Capital Management | 23,624 | $7.95M | 2.47% | −12−0.1% | Reduced |
| WealthShield Partners, LLC | 23,623 | $7.95M | 1.32% | +6,816+40.6% | Added |
| Halbert Hargrove Global Advisors, LLC | 23,647 | $7.95M | 0.51% | −1,350−5.4% | Reduced |
| Key Financial Inc | 23,653 | $7.96M | 3.98% | +46+0.2% | Added |
| Alcosta Capital Management, Inc. | 23,668 | $7.96M | 4.78% | +100+0.4% | Added |
| TBH Global Asset Management, LLC | 23,722 | $7.98M | 1.65% | −50.0% | Reduced |
| Versant Capital Management, Inc | 23,747 | $7.99M | 2.60% | −194−0.8% | Reduced |
| Strategic Investment Advisors | 23,753 | $7.99M | 1.54% | −1,632−6.4% | Reduced |
| Mount Vernon Associates Inc | 23,762 | $7.99M | 6.92% | +30+0.1% | Added |
| Citizens National Bank Trust Department | 23,792 | $8.00M | 3.04% | −12,395−34.3% | Reduced |
| Eqis Capital Management, Inc. | 23,828 | $8.01M | 0.59% | −2,128−8.2% | Reduced |
| Bridgewater Advisors Inc. | 23,862 | $8.03M | 1.77% | −311−1.3% | Reduced |
| Broad Peak Investment Holdings Ltd. | 23,900 | $8.04M | 1.58% | +23,900 | New |
| Platte River Wealth Advisors, LLC | 25,524 | $8.04M | 2.75% | −1,150−4.3% | Reduced |
| Trinity Legacy Partners, LLC | 23,947 | $8.05M | 2.73% | +577+2.5% | Added |
| Warther Private Wealth, LLC | 24,067 | $8.06M | 5.98% | +3,197+15.3% | Added |
| Ayalon Holdings Ltd. | 23,971 | $8.06M | 2.76% | +53+0.2% | Added |
| Flight Deck Capital, LP | 24,000 | $8.07M | 3.79% | +24,000 | New |
| TRH Financial, LLC | 24,020 | $8.08M | 2.53% | +2,156+9.9% | Added |
| Applied Research Investments, LLC | 24,102 | $8.11M | 2.67% | −170−0.7% | Reduced |
| Quest Capital Management Inc | 24,116 | $8.11M | 1.39% | −31−0.1% | Reduced |
| All Terrain Financial Advisors, LLC | 24,170 | $8.13M | 3.45% | −1,841−7.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 24,175 | $8.13M | 4.18% | −416−1.7% | Reduced |
| Wrapmanager Inc | 24,200 | $8.14M | 2.03% | −887−3.5% | Reduced |
| Studio Investment Management LLC | 24,229 | $8.15M | 2.93% | −5,156−17.5% | Reduced |
| Vienna Asset Management LLC | 24,255 | $8.16M | 7.40% | +24,255 | New |
| Capula Management Ltd | 24,283 | $8.17M | 0.58% | −98,970−80.3% | Reduced |
| Charles Schwab Trust Co | 24,379 | $8.20M | 1.33% | +1,211+5.2% | Added |
| SlateStone Wealth, LLC | 24,394 | $8.20M | 1.75% | +4,231+21.0% | Added |
| VisionPoint Advisory Group, LLC | 26,838 | $8.21M | 3.59% | −523−1.9% | Reduced |
| Asset Management Corp | 24,420 | $8.21M | 4.76% | −987−3.9% | Reduced |
| Valley Brook Capital Group | 24,445 | $8.22M | 7.09% | +704+3.0% | Added |
| Carolinas Wealth Consulting LLC | 24,453 | $8.22M | 1.79% | −13,325−35.3% | Reduced |
| Congress Park Capital LLC | 24,474 | $8.23M | 4.05% | −460−1.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 24,483 | $8.23M | 4.20% | +24,483 | New |
| Essex Savings Bank | 24,504 | $8.24M | 2.79% | −484−1.9% | Reduced |
| Gyon Technologies Capital Management, LP | 24,547 | $8.26M | 1.52% | +2,494+11.3% | Added |
| Aspen Investment Management Inc | 24,619 | $8.28M | 4.08% | −633−2.5% | Reduced |
| Bouvel Investment Partners, LLC | 24,661 | $8.29M | 4.65% | −97−0.4% | Reduced |
| Morris Capital Advisors, LLC | 24,668 | $8.30M | 6.10% | −525−2.1% | Reduced |
| Cito Capital Group, LLC | 24,701 | $8.31M | 3.47% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 24,702 | $8.31M | 6.66% | +154+0.6% | Added |
| Kingfisher Capital LLC | 24,773 | $8.33M | 1.93% | +455+1.9% | Added |
| Van Leeuwen & Company, LLC | 24,791 | $8.34M | 4.68% | −3,849−13.4% | Reduced |
| Sutton Wealth Advisors Inc. | 24,823 | $8.35M | 2.78% | +668+2.8% | Added |
| Adirondack Trust Co | 24,885 | $8.37M | 3.99% | −107−0.4% | Reduced |