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; 6,248 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 | 6,248 | $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 |
|---|---|---|---|---|---|
| Outfitter Financial LLC | 1,195 | $402.0K | 0.29% | 00.0% | Unchanged |
| CSS LLC | 1,200 | $404.0K | 0.02% | −10,780−90.0% | Reduced |
| Stonebridge Financial Planning Group, LLC | 1,317 | $406.0K | 0.21% | 00.0% | Unchanged |
| Sanford Advisory Services, LLC | 1,207 | $406.0K | 0.09% | +45+3.9% | Added |
| DB Fitzpatrick & Co, Inc | 1,206 | $406.0K | 0.38% | +1,206 | New |
| MKD Wealth Coaches, LLC | 1,210 | $407.0K | 0.56% | +910+303.3% | Added |
| Meridian Management Co | 1,212 | $408.0K | 0.12% | +20+1.7% | Added |
| ForthRight Wealth Management, LLC | 1,223 | $411.0K | 0.22% | −89−6.8% | Reduced |
| Truefg, LLC | 1,224 | $412.0K | 0.18% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 1,225 | $412.0K | 0.20% | +268+28.0% | Added |
| Prudent Investors Network | 1,227 | $413.0K | 0.19% | +322+35.6% | Added |
| Atlas Financial Advisors, Inc. | 1,227 | $413.0K | 0.39% | +1,227 | New |
| Johnson Financial Group, LLC | 1,244 | $418.0K | 0.07% | −247−16.6% | Reduced |
| Market Street Wealth Management Advisors LLC | 1,243 | $418.0K | 0.14% | −99−7.4% | Reduced |
| Mma Asset Management LLC | 1,243 | $418.0K | 0.30% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 1,243 | $418.0K | 0.16% | +1,243 | New |
| Stone Asset Management Inc. | 1,250 | $420.0K | 0.25% | +1,250 | New |
| Gladius Capital Management LP | 1,249 | $421.0K | 0.14% | +1,249 | New |
| Leith Wheeler Investment Counsel Ltd. | 1,256 | $422.0K | 0.06% | +356+39.6% | Added |
| Fortress Wealth Management, Inc. | 1,254 | $422.0K | 0.32% | +1,254 | New |
| Goodman Financial Corp | 1,266 | $426.0K | 0.11% | +466+58.3% | Added |
| Plotkin Financial Advisors, LLC | 1,270 | $427.1K | 0.27% | −951−42.8% | Reduced |
| Guardian Wealth Management, Inc. | 1,281 | $431.0K | 0.41% | +1,281 | New |
| American Planning Services, Inc. | 1,285 | $432.0K | 0.38% | +1,285 | New |
| Stephenson National Bank & Trust | 1,287 | $433.0K | 0.25% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 1,286 | $433.0K | 0.30% | +58+4.7% | Added |
| Denver Wealth Management, Inc. | 1,300 | $437.0K | 0.42% | +1,300 | New |
| Gibson Capital, LLC | 1,317 | $440.0K | 0.10% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 1,309 | $440.0K | 0.19% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 1,316 | $442.0K | 0.05% | +1+0.1% | Added |
| Piershale Financial Group, Inc. | 1,318 | $443.0K | 0.17% | −92−6.5% | Reduced |
| Arkansas Financial Group, Inc. | 1,329 | $447.0K | 0.09% | −104−7.3% | Reduced |
| Altus Wealth Management, LLC | 1,328 | $447.0K | 0.27% | +72+5.7% | Added |
| Alphasimplex Group, LLC | 1,337 | $450.0K | 0.77% | −1,424−51.6% | Reduced |
| TL Private Wealth | 1,572 | $454.0K | 0.26% | 00.0% | Unchanged |
| Sicart Associates LLC | 1,342 | $455.0K | 0.12% | 00.0% | Unchanged |
| Reinhart Partners, Inc. | 1,355 | $456.0K | 0.02% | −100−6.9% | Reduced |
| Hall Kathryn A. | 1,381 | $464.0K | 0.11% | +1,381 | New |
| RE Dickinson Investment Advisors, LLC | 1,381 | $465.0K | 0.35% | +1,381 | New |
| Beacon Wealthcare LLC | 1,385 | $466.0K | 0.21% | 00.0% | Unchanged |
| Tatro Capital, LLC | 1,389 | $467.0K | 0.34% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,395 | $469.0K | 0.05% | +25+1.8% | Added |
| UBP Investment Advisors SA | 1,400 | $470.0K | 0.17% | 00.0% | Unchanged |
| Knott David M Jr | 1,400 | $471.0K | 0.18% | +1,400 | New |
| Teramo Advisors, LLC | 1,400 | $471.0K | 0.29% | +1,400 | New |
| Wealthgate Family Office, LLC | 1,407 | $473.0K | 0.74% | +211+17.6% | Added |
| Guardian Wealth Advisors, LLC | 1,409 | $474.0K | 0.38% | +5+0.4% | Added |
| Geometric Wealth Advisors | 1,413 | $475.0K | 0.23% | +1,413 | New |
| Community Bank of Raymore | 3,462 | $477.0K | 0.21% | 00.0% | Unchanged |
| TPG Financial Advisors, LLC | 1,422 | $478.0K | 0.29% | −100−6.6% | Reduced |
| AlphaMark Advisors, LLC | 1,421 | $478.0K | 0.17% | +56+4.1% | Added |
| Flower City Capital | 1,421 | $478.0K | 0.46% | +1,421 | New |
| Brio Consultants, LLC | 1,430 | $481.0K | 0.11% | −27,693−95.1% | Reduced |
| Stone Point Wealth LLC | 1,431 | $481.0K | 0.39% | +1,431 | New |
| WorthPointe, LLC | 1,774 | $481.0K | 0.43% | +1,774 | New |
| Inspire Advisors, LLC | 1,437 | $483.0K | 0.14% | +264+22.5% | Added |
| Chicago Wealth Management, Inc. | 1,438 | $484.0K | 0.32% | −30−2.0% | Reduced |
| Daniels&Tansey,LLP | 1,445 | $485.0K | 0.15% | +52+3.7% | Added |
| Archetype Wealth Partners | 1,450 | $488.0K | 0.15% | +1+0.1% | Added |
| Affinia Financial Group, LLC | 1,620 | $490.0K | 0.32% | +148+10.1% | Added |
| Interchange Capital Partners, LLC | 1,462 | $491.0K | 0.49% | −5,684−79.5% | Reduced |
| Ballew Advisors, Inc | 1,584 | $491.0K | 0.34% | +10+0.6% | Added |
| New England Professional Planning Group Inc. | 1,618 | $493.0K | 0.30% | −180−10.0% | Reduced |
| Ground Swell Capital, LLC | 1,468 | $494.0K | 2.87% | +1,468 | New |
| Mid-American Wealth Advisory Group, Inc. | 1,471 | $495.0K | 0.40% | +1,471 | New |
| Townsend & Associates, Inc | 1,607 | $498.0K | 0.27% | +3+0.2% | Added |
| Silphium Asset Management Ltd | 1,483 | $498.8K | 0.48% | −1,300−46.7% | Reduced |
| Benchmark Wealth Management, LLC | 1,491 | $501.0K | 0.32% | −33−2.2% | Reduced |
| JFG Wealth Management, LLC | 1,500 | $504.0K | 0.19% | −48−3.1% | Reduced |
| Asset Allocation & Management Company, LLC | 1,500 | $504.0K | 0.17% | +1,500 | New |
| Lumina Fund Management LLC | 1,500 | $504.0K | 0.20% | +1,500 | New |
| Triad Investment Management | 1,500 | $504.0K | 0.46% | +1,500 | New |
| All Season Financial Advisors, Inc. | 1,500 | $505.0K | 0.35% | +157+11.7% | Added |
| Basepoint Wealth LLC | 1,505 | $506.0K | 0.50% | +1,505 | New |
| BlueSky Wealth Advisors, LLC | 1,511 | $508.0K | 0.09% | 00.0% | Unchanged |
| Truvvo Partners LLC | 1,511 | $508.0K | 5.42% | +3+0.2% | Added |
| Hilltop Wealth Advisors, LLC | 1,514 | $509.0K | 0.35% | 00.0% | Unchanged |
| JMG Financial Group, Ltd. | 1,520 | $511.0K | 0.03% | +80+5.6% | Added |
| Lagoda Investment Management, L.P. | 1,525 | $513.0K | 0.24% | −35−2.2% | Reduced |
| Stevard, LLC | 1,525 | $513.0K | 0.36% | 00.0% | Unchanged |
| Strid Group, LLC | 1,527 | $514.0K | 0.11% | −151−9.0% | Reduced |
| Black Swift Group, LLC | 1,538 | $517.0K | 0.21% | −2,279−59.7% | Reduced |
| Glovista Investments LLC | 1,537 | $517.0K | 0.14% | +1,537 | New |
| Avondale Wealth Management | 1,556 | $523.0K | 0.53% | −52−3.2% | Reduced |
| Theory Financial LLC | 1,559 | $524.0K | 0.34% | +1,559 | New |
| ML & R Wealth Management LLC | 1,557 | $524.0K | 0.19% | +1,557 | New |
| Titan Capital Management, LLC | 1,562 | $525.0K | 0.47% | +1,562 | New |
| Lowery Thomas, LLC | 1,567 | $527.0K | 0.36% | +1,567 | New |
| Strategic Equity Management | 1,571 | $528.0K | 0.17% | +272+20.9% | Added |
| O'Neil Global Advisors, Inc. | 1,577 | $530.0K | 0.87% | −1,130−41.7% | Reduced |
| Client 1st Advisory Group, LLC | 1,592 | $536.0K | 0.26% | −207−11.5% | Reduced |
| Epiq Partners, LLC | 1,596 | $537.0K | 0.29% | −831−34.2% | Reduced |
| Asset Planning Corporation | 1,597 | $537.0K | 0.46% | +85+5.6% | Added |
| Maxele Advisors, LLC | 1,598 | $537.4K | 0.62% | +1,598 | New |
| Shay Capital LLC | 1,600 | $538.0K | 0.20% | −11,552−87.8% | Reduced |
| Alpha Square Group S, LLC | 1,600 | $538.0K | 0.11% | +1,600 | New |
| KilterHowling LLC | 1,607 | $540.5K | 0.49% | +1,607 | New |
| Presidio Capital Management, LLC | 1,609 | $541.0K | 0.46% | +1,609 | New |
| Thomas Story & Son LLC | 1,615 | $543.0K | 0.21% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,625 | $546.0K | 0.35% | 00.0% | Unchanged |