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 |
|---|---|---|---|---|---|
| Maripau Wealth Management LLC | 1,807 | $546.0K | 0.52% | +1,807 | New |
| Juncture Wealth Strategies, LLC | 1,657 | $557.0K | 0.27% | +553+50.1% | Added |
| Clear Investment Research, LLC | 1,657 | $558.0K | 0.86% | +22+1.3% | Added |
| Beacon Financial Strategies CORP | 1,661 | $558.5K | 0.48% | +267+19.2% | Added |
| Stephens Investment Management Group LLC | 1,665 | $560.0K | 0.01% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 1,665 | $560.0K | 0.15% | +90+5.7% | Added |
| Providence First Trust Co | 1,675 | $563.0K | 0.25% | −981−36.9% | Reduced |
| Manteio Capital LLC | 1,680 | $565.0K | 0.73% | +1,680 | New |
| Vance Wealth, Inc. | 1,681 | $565.0K | 0.55% | +1,681 | New |
| Insight 2811, Inc. | 1,690 | $568.0K | 0.32% | +1,690 | New |
| Intrepid Capital Management Inc | 1,698 | $571.0K | 0.29% | +312+22.5% | Added |
| Karpus Management, Inc. | 1,700 | $572.0K | 0.02% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,885 | $574.0K | 0.20% | −673−26.3% | Reduced |
| McNaughton Wealth Management, LLC | 1,835 | $576.0K | 0.37% | +83+4.7% | Added |
| PFS Partners, LLC | 1,714 | $576.4K | 0.43% | +1,714 | New |
| Wescott Financial Advisory Group, LLC | 1,716 | $577.0K | 0.30% | −1,015−37.2% | Reduced |
| BancFirst Trust & Investment Management | 1,716 | $577.0K | 0.45% | +1,716 | New |
| Cannon Financial Strategists, Inc. | 1,717 | $577.6K | 0.21% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 1,719 | $578.0K | 0.24% | −45−2.6% | Reduced |
| Leo H. Evart, Inc. | 1,729 | $581.0K | 0.57% | +1,729 | New |
| Warner Financial, Inc | 1,734 | $583.0K | 0.49% | +1,734 | New |
| Financial Synergies Wealth Advisors, Inc. | 1,738 | $584.6K | 0.08% | +678+64.0% | Added |
| Cassia Capital Partners, LLC | 1,742 | $586.0K | 0.39% | −5,209−74.9% | Reduced |
| Versor Investments LP | 1,746 | $587.0K | 0.02% | +419+31.6% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,750 | $589.0K | 0.00% | 00.0% | Unchanged |
| Etfidea, LLC | 1,759 | $591.6K | 0.24% | +1,759 | New |
| R.P. Boggs & Co. | 1,762 | $592.0K | 0.36% | −7,817−81.6% | Reduced |
| Shapiro Capital Management LLC | 1,765 | $594.0K | 0.01% | +1+0.1% | Added |
| Conservest Capital Advisors, Inc. | 1,768 | $595.0K | 0.06% | +10+0.6% | Added |
| Lloyd Advisory Services, LLC. | 1,770 | $595.0K | 0.27% | +110+6.6% | Added |
| Bivin & Associates, Inc. | 1,770 | $595.0K | 0.52% | +1,770 | New |
| LVZ Advisors, Inc. | 1,776 | $597.0K | 0.08% | +7+0.4% | Added |
| Morton Brown Family Wealth, LLC | 1,774 | $597.0K | 0.46% | +1,774 | New |
| Level Financial Advisors, Inc. | 1,777 | $598.0K | 0.46% | +1,777 | New |
| Cadent Capital Advisors, LLC | 1,781 | $599.0K | 0.26% | +3+0.2% | Added |
| Activest Wealth Management | 1,793 | $603.0K | 0.37% | −2,302−56.2% | Reduced |
| Hall Private Wealth Advisors | 1,792 | $603.0K | 0.37% | −93−4.9% | Reduced |
| Custos Family Office, LLC | 1,802 | $606.0K | 0.55% | +1,802 | New |
| Motive Wealth Advisors | 1,813 | $610.0K | 0.37% | +174+10.6% | Added |
| Banta Asset Management LP | 1,816 | $611.0K | 0.46% | 00.0% | Unchanged |
| Botty Investors LLC | 1,819 | $612.0K | 0.18% | −8,994−83.2% | Reduced |
| Acas, LLC | 1,820 | $612.0K | 0.90% | +21+1.2% | Added |
| McCarthy Asset Management, Inc. | 1,823 | $613.0K | 0.42% | −30−1.6% | Reduced |
| Resolute Partners Group | 1,827 | $614.0K | 0.02% | −1,872−50.6% | Reduced |
| Seascape Capital Management | 1,828 | $615.0K | 0.29% | +101+5.8% | Added |
| Blankinship & Foster, LLC | 1,831 | $616.0K | 0.23% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,831 | $616.0K | 0.29% | +59+3.3% | Added |
| Warren Street Wealth Advisors, LLC | 1,832 | $616.0K | 0.58% | +1,832 | New |
| J2 Capital Management Inc | 1,835 | $617.0K | 0.59% | +1,835 | New |
| Richard P Slaughter Associates Inc | 1,850 | $622.0K | 0.22% | −272−12.8% | Reduced |
| Weybosset Research & Management LLC | 1,850 | $622.0K | 0.23% | −250−11.9% | Reduced |
| Brookfield Asset Management Inc. | 1,863 | $627.0K | 0.00% | −15,228−89.1% | Reduced |
| PFG Private Wealth Management, LLC | 1,869 | $629.0K | 0.32% | −18−1.0% | Reduced |
| High Probability Advisors, LLC | 1,873 | $629.9K | 0.23% | +143+8.3% | Added |
| jvl associates llc | 1,881 | $633.0K | 0.40% | +215+12.9% | Added |
| Wealthcare Capital Management LLC | 1,887 | $635.0K | 0.06% | +5+0.3% | Added |
| Keystone Wealth Partners | 1,912 | $643.0K | 0.28% | −1,296−40.4% | Reduced |
| Biechele Royce Advisors | 1,917 | $645.0K | 0.26% | −7−0.4% | Reduced |
| Financial Enhancement Group LLC | 1,922 | $646.0K | 0.11% | −32−1.6% | Reduced |
| HighMark Wealth Management LLC | 1,924 | $647.0K | 0.41% | +8+0.4% | Added |
| Jentner Corp | 1,929 | $649.0K | 0.43% | +112+6.2% | Added |
| BHK Investment Advisors, LLC | 1,934 | $650.0K | 0.26% | +115+6.3% | Added |
| Waypoint Wealth Partners Inc. | 1,934 | $650.0K | 0.22% | +1,934 | New |
| AAFCPAs Wealth Management, LLC | 1,935 | $650.6K | 0.47% | +656+51.3% | Added |
| Seven Post Investment Office LP | 1,937 | $652.0K | 0.18% | +1,200+162.8% | Added |
| Archvest Wealth Advisors, Inc. | 1,952 | $656.0K | 0.57% | +1,952 | New |
| Awm Capital, LLC | 1,958 | $659.0K | 0.50% | −74−3.6% | Reduced |
| Penn Davis McFarland Inc | 1,962 | $660.0K | 0.11% | −9−0.5% | Reduced |
| One Day In July LLC | 1,971 | $663.0K | 0.14% | +378+23.7% | Added |
| Kraematon Investment Advisors, Inc | 1,973 | $663.0K | 0.59% | +1,973 | New |
| Alamar Capital Management, LLC | 1,974 | $664.0K | 0.48% | −663−25.1% | Reduced |
| Essex Private Wealth Management, LLC | 1,983 | $667.0K | 0.56% | −1,000−33.5% | Reduced |
| Treynor Bancshares, Inc. | 1,982 | $667.0K | 0.43% | +1,982 | New |
| Carmel Capital Partners, LLC | 1,982 | $667.0K | 0.50% | +1,982 | New |
| Garrison Asset Management, LLC | 1,985 | $668.0K | 0.36% | −3−0.2% | Reduced |
| Corrado Advisors, LLC | 1,985 | $668.0K | 0.40% | +5+0.3% | Added |
| Epic Trust Investment Advisors, LLC | 1,985 | $668.0K | 0.97% | +1,985 | New |
| Mint Tower Capital Management B.V. | 1,990 | $669.0K | 0.12% | +1,990 | New |
| ETF Store, Inc. | 2,227 | $669.0K | 0.50% | +2,227 | New |
| Alethea Capital Management, LLC | 2,000 | $673.0K | 0.59% | 00.0% | Unchanged |
| St. Louis Trust Co | 2,000 | $673.0K | 0.14% | 00.0% | Unchanged |
| Springs Capital (Hong Kong) Ltd | 2,000 | $673.0K | 1.87% | +2,000 | New |
| Resource Planning Group | 2,003 | $674.0K | 0.45% | −2,562−56.1% | Reduced |
| HC Advisors, LLC | 2,004 | $674.0K | 0.41% | −187−8.5% | Reduced |
| Insight Folios Inc | 2,003 | $674.0K | 0.32% | +229+12.9% | Added |
| Forbes Financial Planning, Inc. | 2,004 | $674.0K | 0.66% | +2,004 | New |
| Orin Green Financial, LLC | 2,235 | $676.0K | 0.49% | −343−13.3% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2,010 | $676.0K | 0.33% | −40−2.0% | Reduced |
| Better Money Decisions, LLC | 2,016 | $678.0K | 0.57% | −603−23.0% | Reduced |
| Tiger Eye Capital LLC | 2,017 | $678.0K | 0.19% | 00.0% | Unchanged |
| NFC Investments, LLC | 2,022 | $680.0K | 0.14% | −90−4.3% | Reduced |
| Fortune 45 LLC | 2,022 | $680.0K | 0.60% | +2,022 | New |
| APCM Wealth Management for Individuals | 2,034 | $684.0K | 0.12% | +478+30.7% | Added |
| Hoya Capital Real Estate, LLC | 2,044 | $687.0K | 14.27% | +2,044 | New |
| Smart Money Group LLC | 2,048 | $689.0K | 0.44% | +213+11.6% | Added |
| Family Capital Trust Co | 2,048 | $689.0K | 0.19% | +998+95.0% | Added |
| Merlin Capital LLC | 2,050 | $689.0K | 0.80% | +2,050 | New |
| Investmark Advisory Group LLC | 2,049 | $689.0K | 0.64% | +2,049 | New |
| America First Investment Advisors, LLC | 2,053 | $690.0K | 0.19% | −63−3.0% | Reduced |
| National Wealth Management Group, LLC | 2,056 | $691.5K | 0.65% | +2,056 | New |