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 |
|---|---|---|---|---|---|
| Ackerman Capital Advisors, LLC | 3,826 | $1.29M | 0.30% | −87−2.2% | Reduced |
| CenterBook Partners LP | 3,829 | $1.29M | 0.76% | +3,829 | New |
| Capital Square, LLC | 4,074 | $1.29M | 0.89% | +33+0.8% | Added |
| Investment Management Associates Inc | 3,861 | $1.30M | 0.65% | +100+2.7% | Added |
| Santori & Peters | 3,866 | $1.30M | 0.69% | −9−0.2% | Reduced |
| Conestoga Capital Advisors, LLC | 3,869 | $1.30M | 0.02% | +35+0.9% | Added |
| Financial Advisory Corp | 3,870 | $1.30M | 0.63% | +1,719+79.9% | Added |
| Monograph Wealth Advisors, LLC | 3,871 | $1.30M | 0.33% | +3,871 | New |
| Spectrum Planning & Advisory Services Inc. | 3,884 | $1.31M | 1.19% | −92−2.3% | Reduced |
| Cairn Investment Group, Inc. | 3,889 | $1.31M | 0.90% | +476+13.9% | Added |
| Conrad Siegel Investment Advisors, Inc. | 4,648 | $1.31M | 1.14% | +4,648 | New |
| Concentrum Wealth Management | 3,899 | $1.31M | 0.70% | +678+21.0% | Added |
| Newport Capital Group, LLC | 3,902 | $1.31M | 0.97% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 3,907 | $1.31M | 1.17% | +6+0.2% | Added |
| Range Financial Group LLC | 3,914 | $1.32M | 0.87% | −1,075−21.5% | Reduced |
| Systematic Financial Management LP | 3,920 | $1.32M | 0.04% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 3,926 | $1.32M | 0.43% | +540+15.9% | Added |
| OneAscent Financial Services LLC | 3,935 | $1.32M | 2.52% | +3,935 | New |
| Brand Asset Management Group, Inc. | 3,941 | $1.32M | 0.60% | −200−4.8% | Reduced |
| Independent Family Office, LLC | 3,940 | $1.32M | 0.50% | +1,400+55.1% | Added |
| Trilogy Capital Inc. | 3,942 | $1.33M | 0.10% | +100+2.6% | Added |
| Georgetown University | 3,948 | $1.33M | 0.47% | +3,948 | New |
| Benedetti & Gucer, Inc. | 3,966 | $1.33M | 0.90% | +138+3.6% | Added |
| Heck Capital Advisors, LLC | 3,972 | $1.34M | 0.24% | −286−6.7% | Reduced |
| Ampfield Management, L.P. | 3,978 | $1.34M | 1.30% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 3,977 | $1.34M | 1.53% | +3,977 | New |
| Avenue 1 Advisors, LLC | 4,000 | $1.34M | 0.71% | −91−2.2% | Reduced |
| Windsor Capital Management, LLC | 4,003 | $1.35M | 0.41% | +8+0.2% | Added |
| FirstPurpose Wealth LLC | 4,005 | $1.35M | 0.85% | +4,005 | New |
| ShoreHaven Wealth Partners, LLC | 4,019 | $1.35M | 0.67% | −8−0.2% | Reduced |
| Thompson Davis & Co., Inc. | 4,017 | $1.35M | 1.12% | +4,017 | New |
| G2 Capital Management, LLC | 4,037 | $1.36M | 0.51% | +4,037 | New |
| BetterWealth, LLC | 4,036 | $1.36M | 0.95% | +4,036 | New |
| New Vernon Investment Management LLC | 4,042 | $1.36M | 2.18% | 00.0% | Unchanged |
| Private Management Group Inc | 4,063 | $1.37M | 0.05% | +385+10.5% | Added |
| CJM Wealth Advisers, Ltd. | 4,087 | $1.37M | 0.98% | +4,087 | New |
| Act Wealth Management, LLC | 4,097 | $1.38M | 0.79% | +34+0.8% | Added |
| Ritter Daniher Financial Advisory, LLC | 4,102 | $1.38M | 0.92% | +397+10.7% | Added |
| Palladiem, LLC | 4,107 | $1.38M | 1.11% | −450−9.9% | Reduced |
| Pachira Investments Inc. | 4,109 | $1.38M | 0.89% | +11+0.3% | Added |
| FSA Wealth Management LLC | 4,115 | $1.38M | 0.81% | +50+1.2% | Added |
| Foundry Partners, LLC | 4,119 | $1.39M | 0.05% | −227−5.2% | Reduced |
| Pensionmark Financial Group, LLC | 4,590 | $1.39M | 0.29% | +96+2.1% | Added |
| Meridian Wealth Partners, LLC | 4,131 | $1.39M | 0.28% | +432+11.7% | Added |
| Smith & Howard Wealth Management, LLC | 4,143 | $1.39M | 0.63% | +50+1.2% | Added |
| TLWM | 4,152 | $1.40M | 0.47% | −577−12.2% | Reduced |
| Sweet Financial Partners, LLC | 4,151 | $1.40M | 0.58% | +4,151 | New |
| Security Financial Services, INC. | 4,157 | $1.40M | 0.47% | +4,157 | New |
| Cherrydale Wealth Management, LLC | 4,160 | $1.40M | 1.05% | +4,160 | New |
| Red Tortoise LLC | 4,176 | $1.40M | 1.04% | −137−3.2% | Reduced |
| Disciplined Growth Investors Inc | 4,176 | $1.40M | 0.03% | +3,066+276.2% | Added |
| Aletheian Wealth Advisors LLC | 4,190 | $1.41M | 1.38% | +4,190 | New |
| Valtinson Bruner Financial Planning LLC | 4,201 | $1.41M | 0.77% | −81−1.9% | Reduced |
| RS Crum Inc. | 4,202 | $1.41M | 0.78% | +4,202 | New |
| Bridgewater Associates, LP | 4,205 | $1.41M | 0.01% | −1,159−21.6% | Reduced |
| Pitti Group Wealth Management, LLC | 4,213 | $1.42M | 1.58% | +4,213 | New |
| Odey Holdings Ltd | 4,236 | $1.43M | 7.92% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 4,243 | $1.43M | 0.79% | −21−0.5% | Reduced |
| Sentinel Pension Advisors Inc | 4,257 | $1.43M | 0.45% | +1,140+36.6% | Added |
| Koss-Olinger Consulting, LLC | 4,261 | $1.43M | 0.22% | −1,041−19.6% | Reduced |
| Soundwatch Capital LLC | 4,260 | $1.43M | 0.31% | 00.0% | Unchanged |
| Falcon Wealth Planning | 4,267 | $1.44M | 0.47% | +756+21.5% | Added |
| HYA Advisors, Inc | 4,275 | $1.44M | 0.52% | +527+14.1% | Added |
| Mason & Associates Inc | 4,280 | $1.44M | 0.44% | +4,280 | New |
| Guardian Financial Partners, LLC | 4,280 | $1.44M | 1.37% | +4,280 | New |
| Fiduciary Planning LLC | 4,289 | $1.44M | 0.81% | −6,036−58.5% | Reduced |
| Tacita Capital Inc | 4,296 | $1.45M | 0.82% | 00.0% | Unchanged |
| Holistic Financial Partners | 4,299 | $1.45M | 0.84% | +282+7.0% | Added |
| Silver Oak Advisory Group, Inc. | 4,300 | $1.45M | 0.92% | +4,300 | New |
| Cottonwood Capital Advisors, LLC | 4,302 | $1.45M | 1.12% | +4,302 | New |
| Capasso Planning Partners LLC | 4,327 | $1.46M | 1.06% | +4,327 | New |
| Coury Firm Asset Management LLC | 4,377 | $1.46M | 1.11% | +4,377 | New |
| Clark Financial Services Group Inc | 4,347 | $1.46M | 0.98% | +346+8.6% | Added |
| ACT Advisors, LLC. | 4,369 | $1.47M | 1.08% | +365+9.1% | Added |
| Alliance Wealth Management Group | 4,369 | $1.47M | 0.46% | +52+1.2% | Added |
| Riverwater Partners LLC | 4,375 | $1.47M | 1.31% | +4,375 | New |
| Droms Strauss Advisors Inc | 4,384 | $1.47M | 0.65% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 4,412 | $1.48M | 0.41% | −200−4.3% | Reduced |
| Dougherty Wealth Advisers LLC | 4,412 | $1.48M | 2.07% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 4,420 | $1.49M | 1.25% | +17+0.4% | Added |
| Cowen and Company, LLC | 4,447 | $1.50M | 0.14% | +4,447 | New |
| Tevis Investment Management | 4,454 | $1.50M | 1.30% | +4,454 | New |
| Legal Advantage Investments, Inc. | 4,450 | $1.50M | 1.02% | −50−1.1% | Reduced |
| Vista Finance, LLC | 4,455 | $1.50M | 1.55% | +4,455 | New |
| New York Life Investments Alternatives | 4,473 | $1.50M | 1.01% | +218+5.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 4,482 | $1.51M | 0.30% | +49+1.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,485 | $1.51M | 0.99% | +382+9.3% | Added |
| Pearl River Capital, LLC | 4,490 | $1.51M | 0.41% | −13,074−74.4% | Reduced |
| Northwest Wealth Management, LLC | 4,499 | $1.51M | 0.70% | −97−2.1% | Reduced |
| Quantedge Capital Pte Ltd | 4,500 | $1.51M | 0.64% | +200+4.7% | Added |
| Vericrest Private Wealth | 4,502 | $1.51M | 1.40% | +4,502 | New |
| Riverpoint Wealth Management Holdings, LLC | 4,514 | $1.52M | 0.52% | −242−5.1% | Reduced |
| Wealth Management Solutions, LLC | 4,515 | $1.52M | 0.78% | +4,515 | New |
| Consolidated Planning Corp | 4,522 | $1.52M | 0.98% | +45+1.0% | Added |
| Jeereddi Investments, LP | 4,528 | $1.52M | 1.51% | −368−7.5% | Reduced |
| Fountainhead AM, LLC | 4,532 | $1.52M | 0.66% | +57+1.3% | Added |
| Fca Corp | 4,550 | $1.53M | 0.52% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 4,562 | $1.53M | 1.36% | +4,562 | New |
| KRS Capital Management, LLC | 4,563 | $1.53M | 1.32% | +4,563 | New |
| Joseph Group Capital Management | 4,564 | $1.53M | 1.48% | +4,564 | New |