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 |
|---|---|---|---|---|---|
| Keeler & Nadler Financial Planning & Wealth Management | 2,062 | $693.4K | 0.64% | +2,062 | New |
| Defender Capital, LLC. | 2,065 | $695.0K | 0.22% | −254−11.0% | Reduced |
| AlphaCore Capital LLC | 2,078 | $699.0K | 0.30% | −202−8.9% | Reduced |
| Holloway Wealth Management, LLC | – | $703.0K | 0.20% | – | – |
| Heartwood Wealth Advisors LLC | 2,090 | $703.0K | 0.11% | +531+34.1% | Added |
| Element Wealth, LLC | 2,094 | $704.0K | 0.53% | +61+3.0% | Added |
| Planning Center, Inc. | 2,265 | $710.0K | 0.57% | +2,265 | New |
| DB Wealth Management Group, LLC | 2,113 | $711.0K | 0.42% | −2−0.1% | Reduced |
| Youngs Advisory Group, Inc. | 2,118 | $712.0K | 0.45% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 2,121 | $713.0K | 0.57% | +2,121 | New |
| Morris Financial Concepts, Inc. | 2,130 | $716.0K | 0.60% | +2,130 | New |
| Planning Directions Inc | 2,132 | $717.0K | 0.48% | +3+0.1% | Added |
| Vise Technologies, Inc. | 2,134 | $718.0K | 0.19% | +2,134 | New |
| Carmel Capital Management L.L.C. | 2,144 | $721.0K | 0.35% | +2,144 | New |
| Vantage Consulting Group Inc | 2,147 | $722.0K | 0.19% | −180−7.7% | Reduced |
| Boston Standard Wealth Management, LLC | 2,148 | $722.0K | 0.20% | −9−0.4% | Reduced |
| MBE Wealth Management, LLC | 2,146 | $722.0K | 0.37% | +10.0% | Added |
| Syntax Advisors, LLC | 2,147 | $722.0K | 0.53% | +2,147 | New |
| PCG Wealth Advisors, LLC | 2,164 | $724.0K | 0.50% | +2,164 | New |
| Concorde Asset Management, LLC | 2,166 | $726.0K | 0.44% | −2,127−49.5% | Reduced |
| Corbett Road Capital Management, LLC | 2,165 | $728.0K | 1.25% | −226−9.5% | Reduced |
| Sterling Financial Planning, Inc. | 2,169 | $730.0K | 0.46% | −15−0.7% | Reduced |
| Sageworth Trust Co | 2,170 | $730.0K | 0.06% | 00.0% | Unchanged |
| Ascension Capital Advisors, Inc. | 2,182 | $734.0K | 0.48% | −257−10.5% | Reduced |
| Private Wealth Strategies, L.L.C. | 2,184 | $735.0K | 0.17% | −19−0.9% | Reduced |
| Prairiewood Capital, LLC | 2,191 | $737.0K | 0.58% | −91−4.0% | Reduced |
| Coyle Financial Counsel LLC | 2,195 | $738.0K | 0.43% | +95+4.5% | Added |
| Hoese & Co LLP | 2,202 | $740.0K | 0.74% | −29−1.3% | Reduced |
| Redmont Wealth Advisors LLC | 2,200 | $740.0K | 0.82% | +2,200 | New |
| Morling Financial Advisors, LLC | 2,204 | $741.0K | 0.71% | +2,204 | New |
| Baron Financial Group, LLC | 2,205 | $741.6K | 0.42% | 00.0% | Unchanged |
| Oakwell Private Wealth Management, LLC | 2,208 | $743.0K | 0.37% | +631+40.0% | Added |
| Reliant Investment Management, LLC | 2,212 | $744.0K | 0.31% | −82−3.6% | Reduced |
| Powell Investment Advisors, LLC | 2,219 | $746.0K | 0.42% | −50−2.2% | Reduced |
| Sutton Place Investors LLC | 2,219 | $746.0K | 0.86% | +2,219 | New |
| Poplar Forest Capital LLC | 2,222 | $747.0K | 0.08% | +168+8.2% | Added |
| Horrell Capital Management, Inc. | 2,235 | $752.0K | 0.24% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 2,237 | $752.0K | 0.59% | +366+19.6% | Added |
| Personal Wealth Partners | 2,244 | $755.0K | 0.31% | −250−10.0% | Reduced |
| Continental Investors Services, Inc. | 2,466 | $760.0K | 2.02% | +2,466 | New |
| IVC Wealth Advisors LLC | 2,270 | $763.0K | 0.49% | −5−0.2% | Reduced |
| Hershey Trust Co | 2,272 | $764.0K | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 2,279 | $766.0K | 0.04% | +2,279 | New |
| Bernardo Wealth Planning LLC | 2,281 | $767.0K | 0.37% | +140+6.5% | Added |
| Cook Wealth Management Group LLC | 2,507 | $767.0K | 0.79% | +2,507 | New |
| RiverGlades Family Offices LLC | 2,300 | $774.0K | 0.56% | 00.0% | Unchanged |
| Ratio Wealth Group | 2,304 | $774.9K | 0.23% | +5+0.2% | Added |
| V2 Financial group LLC | 2,319 | $779.9K | 0.61% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 2,318 | $780.0K | 0.56% | +2,318 | New |
| FFT Wealth Management LLC | 2,329 | $783.0K | 0.07% | +355+18.0% | Added |
| Birmingham Capital Management Co Inc | 2,330 | $784.0K | 0.28% | −25−1.1% | Reduced |
| Surience Private Wealth LLC | 2,335 | $785.0K | 0.64% | +2,335 | New |
| Oldfather Financial Services, LLC | 2,639 | $790.0K | 0.41% | +138+5.5% | Added |
| NuWave Investment Management, LLC | 2,348 | $790.0K | 0.90% | +417+21.6% | Added |
| Petix & Botte Co | 2,354 | $792.0K | 0.50% | −2,274−49.1% | Reduced |
| Insight Wealth Partners, LLC | 2,359 | $793.0K | 0.44% | +2,359 | New |
| Lake Hills Wealth Management, LLC | 2,364 | $795.0K | 0.56% | +2,364 | New |
| Bell Investment Advisors, Inc | 2,368 | $796.0K | 0.22% | +22+0.9% | Added |
| Resource Consulting Group Inc | 2,369 | $797.0K | 0.28% | +2,369 | New |
| Asset Management Resources, LLC | 2,373 | $798.0K | 0.70% | +2,373 | New |
| Ulland Investment Advisors, LLC | 2,379 | $800.0K | 0.51% | +2,379 | New |
| Martin Investment Management, LLC | 2,381 | $801.0K | 0.20% | 00.0% | Unchanged |
| Avion Wealth | 2,399 | $807.0K | 0.23% | 00.0% | Unchanged |
| Ninepoint Partners LP | 2,421 | $814.0K | 0.30% | −389−13.8% | Reduced |
| Nauset Wealth Management. LLC | 2,432 | $818.0K | 0.78% | +2,432 | New |
| Charles Schwab Investment Advisory, Inc. | 2,439 | $820.0K | 0.00% | +420+20.8% | Added |
| Quaker Wealth Management, LLC | 2,441 | $821.0K | 0.35% | +2,441 | New |
| Horizon Family Wealth, Inc. | 2,440 | $821.0K | 0.84% | +2,440 | New |
| Hofer & Associates. Inc | 2,441 | $821.0K | 0.74% | +2,441 | New |
| Grand Wealth Management, LLC | 2,443 | $822.0K | 0.37% | +2,443 | New |
| OmniStar Financial Group, Inc. | 2,451 | $824.0K | 0.84% | +19+0.8% | Added |
| Atom Investors LP | 2,449 | $824.0K | 0.23% | +2,449 | New |
| Camelot Portfolios, LLC | 2,452 | $825.0K | 0.33% | +146+6.3% | Added |
| Flow Traders U.S. LLC | 2,461 | $828.0K | 0.04% | +2,461 | New |
| Blossom Wealth Management | 2,465 | $829.0K | 4.08% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 2,464 | $829.0K | 0.65% | 00.0% | Unchanged |
| Periscope Capital Inc. | 2,465 | $829.0K | 0.02% | +2,465 | New |
| McClarren Financial Advisors, Inc. | 2,472 | $831.0K | 0.57% | +334+15.6% | Added |
| Elm Advisors, LLC | 2,473 | $832.0K | 0.46% | −17−0.7% | Reduced |
| WESPAC Advisors, LLC | 2,478 | $833.0K | 0.56% | −749−23.2% | Reduced |
| TNF LLC | 2,686 | $833.0K | 0.35% | +85+3.3% | Added |
| James Reed Financial Services, Inc. | 2,487 | $836.0K | 0.79% | +2,487 | New |
| Cedar Mountain Advisors, LLC | 2,499 | $840.0K | 0.26% | +10.0% | Added |
| Covey Capital Advisors, LLC | 2,500 | $841.0K | 0.68% | 00.0% | Unchanged |
| Arnhold LLC | 2,500 | $841.0K | 0.10% | 00.0% | Unchanged |
| DCF Advisers, LLC | 2,500 | $841.0K | 0.42% | 00.0% | Unchanged |
| Parkside Investments, LLC | 2,502 | $841.0K | 0.16% | +2,502 | New |
| Grant Street Asset Management, Inc. | 2,508 | $843.0K | 0.45% | +549+28.0% | Added |
| Kelman-Lazarov, Inc. | 2,510 | $844.0K | 0.27% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 2,509 | $844.0K | 0.37% | +7+0.3% | Added |
| Harvest Investment Services, LLC | 2,515 | $846.0K | 0.36% | −1,711−40.5% | Reduced |
| Lebenthal Global Advisors, LLC | 2,519 | $846.0K | 0.34% | −773−23.5% | Reduced |
| Marshall Financial Group Inc | 2,519 | $847.0K | 0.33% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 2,525 | $849.0K | 0.31% | 00.0% | Unchanged |
| Windham Capital Management, LLC | 2,528 | $850.0K | 0.17% | −1,472−36.8% | Reduced |
| Rappaport Reiches Capital Management, LLC | 2,540 | $854.3K | 0.73% | +279+12.3% | Added |
| Financial Strategies Group, Inc. | 2,541 | $855.0K | 0.35% | +57+2.3% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,544 | $856.0K | 0.23% | +3+0.1% | Added |
| Anfield Capital Management, LLC | 2,548 | $857.0K | 0.30% | +305+13.6% | Added |
| West Financial Advisors, LLC | 2,555 | $859.0K | 0.23% | 00.0% | Unchanged |