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 |
|---|---|---|---|---|---|
| Boothe Investment Group, Inc. | 3,088 | $1.04M | 0.56% | +10.0% | Added |
| Family Firm, Inc. | 3,093 | $1.04M | 0.27% | +4+0.1% | Added |
| Financial Management Professionals, Inc. | 3,094 | $1.04M | 0.22% | −214−6.5% | Reduced |
| Wealthstar Advisors, LLC | 3,105 | $1.04M | 0.36% | −147−4.5% | Reduced |
| Thrive Capital Management, LLC | 3,114 | $1.05M | 0.68% | −2,115−40.4% | Reduced |
| Manhattan West Asset Management, LLC | 3,113 | $1.05M | 0.63% | +3,113 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,116 | $1.05M | 0.33% | +257+9.0% | Added |
| Lion Street Advisors, LLC | 3,123 | $1.05M | 0.51% | −45−1.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 3,126 | $1.05M | 0.28% | −50−1.6% | Reduced |
| Harrison & Co Wealth Management, LLC | 3,125 | $1.05M | 0.89% | +3,125 | New |
| Sage Private Wealth Group, LLC | 3,133 | $1.05M | 1.31% | +1,120+55.6% | Added |
| Austin Asset Management Co Inc | 3,137 | $1.05M | 0.33% | +3,137 | New |
| Brickley Wealth Management | 3,140 | $1.06M | 0.23% | +341+12.2% | Added |
| Lee Financial Group Hawaii, Inc. | 3,146 | $1.06M | 0.77% | +94+3.1% | Added |
| RVW Wealth, LLC | 3,176 | $1.07M | 0.12% | −3,234−50.5% | Reduced |
| Mosaic Advisors LLC | 3,181 | $1.07M | 0.79% | +716+29.0% | Added |
| Clarus Wealth Advisors | 3,366 | $1.07M | 0.62% | −163−4.6% | Reduced |
| Heritage Investment Group, Inc. | 3,187 | $1.07M | 0.84% | +3,187 | New |
| Yarger Wealth Strategies, LLC | 3,199 | $1.08M | 1.16% | +3,199 | New |
| NSI Retail Advisors, LLC | 3,202 | $1.08M | 0.18% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 3,209 | $1.08M | 0.97% | +3,209 | New |
| Vista Private Wealth Partners. LLC | 3,242 | $1.08M | 0.41% | +1,240+61.9% | Added |
| Capital CS Group, LLC | 3,244 | $1.09M | 0.86% | −1,798−35.7% | Reduced |
| BEAM Asset Management, LLC | 3,251 | $1.09M | 1.25% | −2,338−41.8% | Reduced |
| Fenimore Asset Management Inc | 3,261 | $1.10M | 0.02% | 00.0% | Unchanged |
| Sym Financial Corp | 3,264 | $1.10M | 0.43% | −15−0.5% | Reduced |
| RTD Financial Advisors, Inc. | 3,264 | $1.10M | 0.14% | +3,264 | New |
| Kelly Financial Services LLC | 3,269 | $1.10M | 0.50% | +302+10.2% | Added |
| Caxton Corp | 3,299 | $1.11M | 0.91% | +242+7.9% | Added |
| Ategra Capital Management, LLC | 3,317 | $1.12M | 0.51% | −52−1.5% | Reduced |
| Portfolio Strategies, Inc. | 3,322 | $1.12M | 0.21% | +99+3.1% | Added |
| Malaga Cove Capital, LLC | 3,323 | $1.12M | 0.44% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 3,343 | $1.12M | 0.32% | +2+0.1% | Added |
| Banco BTG Pactual S.A. | 3,357 | $1.13M | 3.30% | +82+2.5% | Added |
| Financial Advisors Network, Inc. | 3,363 | $1.13M | 0.25% | +136+4.2% | Added |
| Riversedge Advisors, LLC | 3,363 | $1.13M | 0.36% | +826+32.6% | Added |
| Round Rock Advisors, LLC | 3,376 | $1.14M | 0.50% | +1,366+68.0% | Added |
| Weil Company, Inc. | 3,378 | $1.14M | 0.53% | +2,251+199.7% | Added |
| Strategic Financial Partners, Ltd. | 3,381 | $1.14M | 0.56% | −9−0.3% | Reduced |
| Welch Capital Partners LLC | 3,380 | $1.14M | 0.25% | +1,490+78.8% | Added |
| R. W. Roge & Company, Inc. | 3,848 | $1.14M | 0.88% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 3,390 | $1.14M | 0.73% | +3,390 | New |
| Catalyst Private Wealth, LLC | 3,429 | $1.15M | 0.50% | +149+4.5% | Added |
| Karani Asset Management LLC | 3,447 | $1.16M | 0.57% | −2,532−42.3% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,449 | $1.16M | 0.01% | −207−5.7% | Reduced |
| Pacific Center for Financial Services | 3,450 | $1.16M | 0.47% | +155+4.7% | Added |
| Gould Capital, LLC | 3,460 | $1.16M | 0.81% | +3,460 | New |
| CBIZ Investment Advisory Services, LLC | 3,469 | $1.17M | 0.09% | – | – |
| Howard Wealth Management, LLC | 3,477 | $1.17M | 0.62% | −70−2.0% | Reduced |
| Earnest Partners LLC | 3,482 | $1.17M | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 3,504 | $1.17M | 0.94% | +93+2.7% | Added |
| Hunter Perkins Capital Management, LLC | 3,490 | $1.17M | 0.22% | −100−2.8% | Reduced |
| Curran Financial Partners, LLC | 3,495 | $1.18M | 0.50% | +1,268+56.9% | Added |
| Legacy Financial Strategies, LLC | 3,500 | $1.18M | 0.51% | +24+0.7% | Added |
| Towerpoint Wealth, LLC | 3,502 | $1.18M | 0.56% | −193−5.2% | Reduced |
| Innova Wealth Partners | 3,518 | $1.18M | 0.84% | +5+0.1% | Added |
| MBM Wealth Consultants, LLC | 3,525 | $1.19M | 0.49% | −38−1.1% | Reduced |
| Planned Solutions, Inc. | 3,526 | $1.19M | 0.82% | +3,526 | New |
| Raffa Wealth Management, LLC | 3,535 | $1.19M | 0.39% | +122+3.6% | Added |
| Silicon Hills Wealth Management, LLC | 3,537 | $1.19M | 0.74% | −31−0.9% | Reduced |
| Opus Capital Group, LLC | 3,548 | $1.19M | 0.25% | +62+1.8% | Added |
| Eagle Harbor Asset Management Inc | 3,548 | $1.19M | 1.57% | +3,548 | New |
| Moisand Fitzgerald Tamayo, LLC | 3,550 | $1.19M | 0.34% | −1,255−26.1% | Reduced |
| Abound Wealth Management | 3,550 | $1.19M | 0.94% | +3,550 | New |
| qPULA Trading Management LP | 3,555 | $1.20M | 2.13% | +755+27.0% | Added |
| Wealth Advisors of Iowa, LLC | 3,558 | $1.20M | 0.65% | +500+16.4% | Added |
| Capital Wealth Alliance, LLC | 3,563 | $1.20M | 0.70% | −4−0.1% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 3,578 | $1.20M | 0.06% | 00.0% | Unchanged |
| Biltmore Capital Advisors LLC | 3,581 | $1.20M | 0.20% | −4,461−55.5% | Reduced |
| Quantamental Technologies LLC | 3,593 | $1.21M | 0.61% | −2,471−40.7% | Reduced |
| Financial Connections Group, Inc. | 3,593 | $1.21M | 1.19% | +3,593 | New |
| Equitec Proprietary Markets, LLC | 3,600 | $1.21M | 0.64% | +3,600 | New |
| Smallwood Wealth Investment Management, LLC | 3,608 | $1.21M | 1.13% | +3,608 | New |
| Lombard Odier Asset Management (USA) Corp | 3,619 | $1.22M | 0.18% | +2,274+169.1% | Added |
| Colorado Capital Management, Inc. | 3,611 | $1.22M | 0.82% | −269−6.9% | Reduced |
| PrairieView Partners, LLC | 3,626 | $1.22M | 0.17% | +246+7.3% | Added |
| Hayden Royal, LLC | 3,641 | $1.23M | 2.87% | −229−5.9% | Reduced |
| Emfo, LLC | 3,647 | $1.23M | 1.08% | +2+0.1% | Added |
| Pettinga Financial Advisors, LLC | 3,660 | $1.23M | 0.30% | −510−12.2% | Reduced |
| Trinity Wealth Management, LLC | 3,670 | $1.23M | 0.85% | +20+0.5% | Added |
| Hill Island Financial LLC | 3,669 | $1.23M | 0.44% | +3,669 | New |
| Rise Advisors, LLC | 3,669 | $1.23M | 1.18% | +3,669 | New |
| Gruss & Co., LLC | 3,680 | $1.24M | 3.32% | 00.0% | Unchanged |
| SBB Research Group LLC | 3,694 | $1.24M | 0.19% | +3,694 | New |
| Syquant Capital SAS | 3,700 | $1.24M | 0.48% | −200−5.1% | Reduced |
| Value Partners Investments Inc. | 3,714 | $1.25M | 0.10% | +665+21.8% | Added |
| Probabilities Fund Management, LLC | 3,720 | $1.25M | 4.45% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 3,726 | $1.25M | 0.65% | +15+0.4% | Added |
| Blue Barn Wealth, LLC | 3,728 | $1.25M | 0.85% | +222+6.3% | Added |
| Paulson Wealth Management Inc. | 3,735 | $1.26M | 0.56% | −44−1.2% | Reduced |
| Intelligence Driven Advisers, LLC | 4,362 | $1.26M | 0.23% | −510−10.5% | Reduced |
| First Wilshire Securities Management Inc | 3,750 | $1.26M | 0.39% | 00.0% | Unchanged |
| RGT Wealth Advisors, LLC | 3,751 | $1.26M | 0.19% | +2,846+314.5% | Added |
| Financial Council Asset Management Inc | 3,760 | $1.26M | 1.51% | +109+3.0% | Added |
| Premier Asset Management LLC | 3,764 | $1.27M | 0.22% | −2,309−38.0% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,390 | $1.27M | 0.53% | +30+0.7% | Added |
| BMS Financial Advisors, LLC | 3,767 | $1.27M | 0.81% | +3,767 | New |
| Winslow Asset Management Inc | 3,775 | $1.27M | 0.22% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 4,077 | $1.27M | 0.17% | +64+1.6% | Added |
| Wolverine Asset Management LLC | 3,809 | $1.28M | 0.02% | −28,400−88.2% | Reduced |