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 |
|---|---|---|---|---|---|
| Black Diamond Financial, LLC | 2,553 | $859.0K | 0.29% | +249+10.8% | Added |
| FIDELIS iM, LLC | 2,567 | $864.0K | 0.49% | +2+0.1% | Added |
| NFP Retirement, Inc. | 2,572 | $865.1K | 0.31% | +126+5.2% | Added |
| Stuart Chaussee & Associates, Inc. | 2,575 | $866.0K | 0.37% | +149+6.1% | Added |
| January Capital Advisors LLC | 2,575 | $866.0K | 0.69% | +2,575 | New |
| Sara-Bay Financial | 2,586 | $870.0K | 0.26% | +560+27.6% | Added |
| Ruffer LLP | 2,594 | $871.0K | 0.02% | −124−4.6% | Reduced |
| Holland Advisory Services, Inc. | 2,590 | $871.0K | 1.01% | +2,590 | New |
| Gouws Capital LLC | 2,591 | $871.0K | 0.70% | +2,591 | New |
| Saybrook Capital | 2,601 | $875.0K | 0.22% | +1,370+111.3% | Added |
| MAS Advisors LLC | 2,578 | $875.0K | 0.64% | +2,578 | New |
| Sequent Asset Management, LLC | 2,607 | $877.0K | 0.48% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 2,612 | $878.0K | 0.89% | −464−15.1% | Reduced |
| Capitol Family Office, Inc. | 2,623 | $882.0K | 0.61% | +2,623 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 2,977 | $882.0K | 0.72% | +2,977 | New |
| ODonnell Financial Services, LLC | 2,874 | $886.0K | 0.41% | +4+0.1% | Added |
| Aprio Wealth Management, LLC | 2,651 | $892.0K | 0.37% | −55−2.0% | Reduced |
| Ferguson Shapiro LLC | 2,660 | $894.0K | 0.49% | +3+0.1% | Added |
| Annapolis Financial Services, LLC | 2,661 | $895.0K | 0.28% | +42+1.6% | Added |
| Precision Wealth Strategies, LLC | 2,661 | $895.0K | 0.65% | +271+11.3% | Added |
| Financial Planning & Information Services, Inc. | 2,667 | $897.0K | 0.22% | +15+0.6% | Added |
| Collaborative Wealth Managment Inc. | 2,666 | $897.0K | 0.49% | +2,666 | New |
| Myriad Asset Management Ltd. | 2,673 | $899.0K | 0.10% | +2,673 | New |
| Whelan Financial | 2,676 | $900.0K | 0.56% | −240−8.2% | Reduced |
| FSC Wealth Advisors, LLC | 2,680 | $902.0K | 0.61% | +2,680 | New |
| Sightline Wealth Advisors, LLC | 2,683 | $903.0K | 0.81% | +96+3.7% | Added |
| Ambassador Advisors, LLC | 2,691 | $905.0K | 0.17% | −424−13.6% | Reduced |
| Briggs Advisory Group, Inc. | 2,694 | $906.0K | 0.62% | +2,694 | New |
| Charter Research & Investment Group, Inc. | 2,700 | $908.0K | 0.71% | +76+2.9% | Added |
| Shaker Investments LLC | 2,703 | $909.0K | 0.39% | 00.0% | Unchanged |
| Eclectic Associates Inc | 2,722 | $916.0K | 0.59% | +30+1.1% | Added |
| Next Capital Management LLC | 2,747 | $924.0K | 0.64% | −500−15.4% | Reduced |
| Howard Capital Management Inc. | 2,819 | $925.0K | 0.11% | +637+29.2% | Added |
| Ameliora Wealth Management Ltd. | 3,021 | $925.0K | 0.85% | +3,021 | New |
| Truadvice, LLC | 3,040 | $926.0K | 0.87% | −453−13.0% | Reduced |
| Ford Financial Group, LLC | 2,757 | $927.0K | 0.32% | −151−5.2% | Reduced |
| Chiron Capital Management, LLC | 2,755 | $927.0K | 0.67% | −50−1.8% | Reduced |
| CPR Investments Inc. | 2,756 | $927.0K | 0.66% | +2,756 | New |
| Carl Stuart Investment Advisor, Inc | 2,760 | $928.0K | 0.67% | +2,760 | New |
| EMC Capital Management | 2,800 | $942.0K | 0.51% | 00.0% | Unchanged |
| Options Solutions, LLC | 2,802 | $942.0K | 0.86% | +2,802 | New |
| Lowe Wealth Advisors, LLC | 2,820 | $949.0K | 0.42% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 2,825 | $950.0K | 0.21% | 00.0% | Unchanged |
| HRT Financial LP | 2,825 | $950.0K | 0.01% | +2,825 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,831 | $952.0K | 0.17% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 2,834 | $953.0K | 0.75% | +2,834 | New |
| Willow Creek Wealth Management Inc. | 2,837 | $954.0K | 0.20% | −49−1.7% | Reduced |
| Aspire Wealth Management Corp | 2,855 | $960.0K | 0.78% | +2,855 | New |
| Jackson Creek Investment Advisors LLC | 2,857 | $961.0K | 0.34% | −298−9.4% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 2,858 | $961.0K | 0.86% | +594+26.2% | Added |
| Long Road Investment Counsel, LLC | 2,862 | $963.0K | 0.38% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 2,868 | $965.0K | 0.19% | +35+1.2% | Added |
| Total Investment Management Inc | 2,874 | $966.0K | 0.16% | +139+5.1% | Added |
| Camarda Financial Advisors, LLC | 2,879 | $968.0K | 0.55% | +524+22.3% | Added |
| Lauterbach Financial Advisors, LLC | 2,890 | $972.0K | 0.86% | +2,890 | New |
| Defined Wealth Management, LLC | 2,894 | $973.0K | 0.80% | 00.0% | Unchanged |
| Covestor Ltd | 2,896 | $974.0K | 1.36% | +2,896 | New |
| WJ Wealth Management, LLC | 2,913 | $979.0K | 0.59% | +4+0.1% | Added |
| Proquility Private Wealth Partners, LLC | 3,241 | $980.0K | 0.35% | −452−12.2% | Reduced |
| Marquette Asset Management, LLC | 2,914 | $980.0K | 0.21% | −19−0.6% | Reduced |
| Richwood Investment Advisors, LLC | 2,921 | $982.0K | 0.86% | +2,921 | New |
| Simplify Asset Management Inc. | 2,926 | $984.0K | 0.12% | +1,492+104.0% | Added |
| Avaii Wealth Management, LLC | 2,927 | $984.0K | 0.99% | +2,927 | New |
| Fulcrum Equity Management | 2,936 | $987.0K | 0.37% | +94+3.3% | Added |
| ESL Trust Services, LLC | 2,942 | $989.0K | 0.28% | +200+7.3% | Added |
| Aufman Associates Inc | 2,958 | $995.0K | 0.74% | −347−10.5% | Reduced |
| Stordahl Capital Management, Inc. | 2,959 | $995.0K | 0.37% | −67−2.2% | Reduced |
| Von Berge Wealth Management Group, LLC | 3,200 | $995.0K | 0.92% | +3,200 | New |
| Lockerman Financial Group, Inc. | 2,963 | $996.0K | 2.61% | +2,963 | New |
| Mizuho Securities Co. Ltd. | 2,968 | $998.0K | 0.36% | −2,920−49.6% | Reduced |
| Life Planning Partners, Inc | 2,967 | $998.0K | 1.00% | +2,967 | New |
| True Link Financial Advisors, LLC | 1,348 | $999.0K | 0.13% | −169−11.1% | Reduced |
| Sage Investment Advisers LLC | 2,970 | $999.0K | 1.29% | +2,970 | New |
| Horst & Graben Wealth Management LLC | 2,973 | $1.00M | 0.25% | −65−2.1% | Reduced |
| Donald L. Hagan, LLC | 2,976 | $1.00M | 0.52% | −27−0.9% | Reduced |
| Dentgroup LLC | 2,977 | $1.00M | 0.94% | +2,977 | New |
| Financial Planners of Cleveland, Inc. | 3,297 | $1.00M | 0.41% | +3,297 | New |
| P.A.W. Capital Corp | 3,000 | $1.01M | 0.93% | −1,000−25.0% | Reduced |
| Taconic Capital Advisors LP | 3,000 | $1.01M | 0.04% | +3,000 | New |
| SWS Partners | 3,012 | $1.01M | 0.58% | +2,255+297.9% | Added |
| Cranbrook Wealth Management, LLC | 3,015 | $1.01M | 0.22% | −38−1.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,016 | $1.01M | 0.21% | +20+0.7% | Added |
| Graham Capital Wealth Management, LLC | 3,014 | $1.01M | 0.83% | +3,014 | New |
| Cowa, LLC | 3,026 | $1.02M | 0.51% | −20−0.7% | Reduced |
| McMorgan & Co LLC | 3,028 | $1.02M | 0.18% | +745+32.6% | Added |
| Bellwether Advisors, LLC | 3,033 | $1.02M | 0.32% | +835+38.0% | Added |
| Alterna Wealth Management, Inc | 3,039 | $1.02M | 0.85% | +3,039 | New |
| Saiph Capital, LLC | 3,041 | $1.02M | 0.67% | +3,041 | New |
| Fiducient Advisors LLC | 3,044 | $1.02M | 0.31% | −10,798−78.0% | Reduced |
| Comprehensive Wealth Management, LLC | 3,049 | $1.03M | 0.75% | +242+8.6% | Added |
| Oberweis Asset Management Inc | 3,055 | $1.03M | 0.19% | 00.0% | Unchanged |
| 360 Financial, Inc. | 3,054 | $1.03M | 0.47% | +271+9.7% | Added |
| Morgan Jess S & Co Inc | 3,062 | $1.03M | 0.63% | +3,062 | New |
| Guidance Point Advisors, LLC | 3,068 | $1.03M | 0.37% | +2+0.1% | Added |
| Tanager Wealth Management LLP | 3,068 | $1.03M | 0.78% | +3,068 | New |
| Rainsberger Wealth Advisors, Inc. | 3,069 | $1.03M | 0.61% | +3,069 | New |
| Fortis Advisors, LLC | 3,075 | $1.03M | 0.60% | +10+0.3% | Added |
| West Wealth Group, LLC | 3,074 | $1.03M | 0.39% | +3,074 | New |
| Mayfair Advisory Group, LLC | 3,278 | $1.04M | 1.37% | −42−1.3% | Reduced |
| Seneca Financial Advisors LLC | 3,086 | $1.04M | 0.61% | +1,824+144.5% | Added |