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
- 4,554
- +590 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
- 665
- 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Joseph Group Capital Management | 4,564 | $1.53M | 1.48% | +4,564 | New |
| Pacific Sun Financial Corp | 4,578 | $1.54M | 0.82% | +89+2.0% | Added |
| Bridge Advisory, LLC | 4,580 | $1.54M | 0.70% | +149+3.4% | Added |
| Draper Asset Management, LLC | 4,580 | $1.54M | 1.27% | +650+16.5% | Added |
| Karn, Couzens & Associates, Inc. | 4,594 | $1.54M | 1.06% | +77+1.7% | Added |
| Willis Johnson & Associates, Inc. | 4,596 | $1.55M | 0.20% | +142+3.2% | Added |
| Trinity Financial Advisors LLC | 4,596 | $1.55M | 0.91% | +183+4.1% | Added |
| Retirement Group, LLC | 4,611 | $1.55M | 0.68% | +860+22.9% | Added |
| Davidson Capital Management Inc. | 4,614 | $1.55M | 0.85% | +130+2.9% | Added |
| Helen Stephens Group, LLC | 4,637 | $1.56M | 1.25% | +4,637 | New |
| Stegent Equity Advisors, Inc. | 4,638 | $1.56M | 1.27% | +4,638 | New |
| Atlas Private Wealth Management | 4,655 | $1.56M | 0.87% | −125−2.6% | Reduced |
| Salomon & Ludwin, LLC | 4,660 | $1.57M | 0.22% | +504+12.1% | Added |
| Brown University | 4,678 | $1.57M | 0.38% | 00.0% | Unchanged |
| PSI Advisors, LLC | 4,687 | $1.58M | 0.64% | +333+7.6% | Added |
| One Charles Private Wealth Services, LLC | 4,712 | $1.58M | 0.92% | −203−4.1% | Reduced |
| Matrix Private Capital Group LLC | 4,714 | $1.58M | 0.75% | +204+4.5% | Added |
| Mainstay Capital Management LLC | 4,713 | $1.58M | 0.48% | +4,713 | New |
| Bayshore Asset Management, LLC | 4,716 | $1.59M | 1.15% | +4,716 | New |
| Pin Oak Investment Advisors Inc | 4,723 | $1.59M | 1.61% | +204+4.5% | Added |
| Wealthstream Advisors, Inc. | 4,724 | $1.59M | 1.35% | +4,724 | New |
| X-Square Capital, LLC | 4,728 | $1.59M | 0.80% | −10.0% | Reduced |
| High Pointe Capital Management LLC | 4,740 | $1.59M | 1.06% | −1,370−22.4% | Reduced |
| Greenspring Advisors, LLC | 4,744 | $1.60M | 0.41% | +4,744 | New |
| Reston Wealth Management LLC | 4,750 | $1.60M | 0.77% | +12+0.3% | Added |
| Axiom Financial Strategies, LLC | 4,765 | $1.60M | 0.73% | −35−0.7% | Reduced |
| Columbia Advisory Partners LLC | 4,768 | $1.60M | 1.60% | +4,768 | New |
| North Point Portfolio Managers Corp | 4,775 | $1.61M | 0.21% | −138−2.8% | Reduced |
| Ullmann Financial Group, Inc. | 4,774 | $1.61M | 0.43% | +119+2.6% | Added |
| EWG Elevate Inc. | 4,788 | $1.61M | 0.79% | +326+7.3% | Added |
| United Community Bank | 4,794 | $1.61M | 1.61% | +4,794 | New |
| Facet Wealth, Inc. | 4,796 | $1.61M | 0.15% | +3,524+277.0% | Added |
| Fingerlakes Wealth Management, Inc. | 4,790 | $1.61M | 1.82% | +4,790 | New |
| Marotta Asset Management | 4,802 | $1.62M | 0.37% | +533+12.5% | Added |
| ArrowMark Colorado Holdings LLC | 4,806 | $1.62M | 0.01% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 4,812 | $1.62M | 1.56% | +4,812 | New |
| Advance Capital Management, Inc. | 4,817 | $1.62M | 0.33% | +4,817 | New |
| VELA Investment Management, LLC | 4,821 | $1.62M | 1.09% | +4,821 | New |
| Blackcrane Capital, LLC | 4,826 | $1.62M | 2.38% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 4,826 | $1.62M | 0.59% | +3,437+247.4% | Added |
| Essex LLC | 4,834 | $1.63M | 0.44% | +468+10.7% | Added |
| Barber Financial Group, Inc. | 4,866 | $1.64M | 0.20% | +146+3.1% | Added |
| Curtis Advisory Group, LLC | 4,908 | $1.65M | 0.54% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 4,930 | $1.66M | 0.82% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 4,933 | $1.66M | 0.66% | +1,541+45.4% | Added |
| Pinnacle Family Advisors, LLC | 4,938 | $1.66M | 0.75% | −4,260−46.3% | Reduced |
| Retirement Planning Group | 4,948 | $1.66M | 0.16% | +197+4.1% | Added |
| Lloyd Park, LLC | 4,961 | $1.67M | 1.32% | +4,961 | New |
| Hirtle Callaghan & Co LLC | 4,966 | $1.67M | 0.08% | +3,730+301.8% | Added |
| Shulman DeMeo Asset Management LLC | 4,973 | $1.67M | 0.44% | +117+2.4% | Added |
| Planning Alternatives Ltd | 4,996 | $1.68M | 0.26% | −427−7.9% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 4,995 | $1.68M | 1.13% | +34+0.7% | Added |
| IFG Advisors, LLC | 4,999 | $1.68M | 0.71% | −152−3.0% | Reduced |
| Operose Advisors LLC | 4,998 | $1.68M | 1.37% | +4,998 | New |
| Opus Investment Management Inc | 5,000 | $1.68M | 0.24% | 00.0% | Unchanged |
| Anson Funds Management LP | 5,000 | $1.68M | 0.23% | 00.0% | Unchanged |
| PCJ Investment Counsel Ltd. | 5,000 | $1.68M | 0.59% | +5,000 | New |
| BigSur Wealth Management LLC | 5,010 | $1.69M | 0.66% | −4,596−47.8% | Reduced |
| Manchester Financial Inc | 5,009 | $1.69M | 0.59% | −1,106−18.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 5,012 | $1.69M | 0.01% | +1,233+32.6% | Added |
| Freedman Financial Associates, Inc. | 5,012 | $1.69M | 1.15% | 00.0% | Unchanged |
| Stewart Asset Management, LLC | 5,047 | $1.70M | 0.91% | −2,946−36.9% | Reduced |
| ETF Managers Group, LLC | 5,023 | $1.70M | 0.03% | −41,926−89.3% | Reduced |
| PRW Wealth Management LLC | 5,069 | $1.71M | 0.79% | +90+1.8% | Added |
| Aurora Private Wealth, Inc. | 5,083 | $1.71M | 0.74% | −4,304−45.9% | Reduced |
| Resolute Financial, LLC | 5,101 | $1.72M | 1.28% | +5,101 | New |
| Pacific Capital Wealth Advisors, Inc | 5,122 | $1.72M | 0.50% | +46+0.9% | Added |
| Seldon Capital LP | 5,126 | $1.72M | 1.11% | +5,126 | New |
| Vista Investment Management | 5,128 | $1.73M | 0.94% | −127−2.4% | Reduced |
| Lyon Street Capital, LLC | 5,133 | $1.73M | 1.72% | +5,133 | New |
| FSB Premier Wealth Management, Inc. | 5,143 | $1.73M | 0.72% | +1,449+39.2% | Added |
| Aua Capital Management, LLC | 5,146 | $1.73M | 1.02% | +753+17.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 5,164 | $1.74M | 0.13% | +76+1.5% | Added |
| Dixon Fnancial Services, Inc. | 5,181 | $1.74M | 1.27% | +5,181 | New |
| Aspireon Wealth Advisors | 5,185 | $1.74M | 0.85% | +114+2.2% | Added |
| USAdvisors Wealth Management, LLC | 5,206 | $1.75M | 0.71% | +212+4.2% | Added |
| Tolleson Wealth Management, Inc. | 5,218 | $1.75M | 0.47% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $1.76M | 1.34% | – | – |
| Kathmere Capital Management, LLC | 5,224 | $1.76M | 0.31% | −2,104−28.7% | Reduced |
| First Affirmative Financial Network | 5,223 | $1.76M | 1.60% | +90+1.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 5,228 | $1.76M | 1.55% | +5,228 | New |
| Arlington Financial Advisors, LLC | 5,249 | $1.76M | 0.60% | −532−9.2% | Reduced |
| Driehaus Capital Management LLC | 5,255 | $1.77M | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 5,270 | $1.77M | 1.07% | +5,270 | New |
| Reitz Capital Advisors LLC | 6,561 | $1.78M | 1.25% | +85+1.3% | Added |
| Hardy Reed LLC | 5,288 | $1.78M | 0.29% | −763−12.6% | Reduced |
| Parametrica Management Ltd | 5,291 | $1.78M | 1.77% | −185−3.4% | Reduced |
| SJS Investment Consulting Inc. | 5,296 | $1.78M | 0.53% | +5,296 | New |
| O'Dell Group, LLC | 5,309 | $1.79M | 0.52% | +88+1.7% | Added |
| Western Financial Corporation | 5,315 | $1.79M | 0.94% | +303+6.0% | Added |
| Crumly & Associates Inc. | 5,950 | $1.79M | 0.71% | −158−2.6% | Reduced |
| GenTrust, LLC | 5,819 | $1.80M | 0.14% | −1,089−15.8% | Reduced |
| Berkeley, Inc | 5,353 | $1.80M | 1.20% | −37−0.7% | Reduced |
| Fort, L.P. | 5,386 | $1.81M | 0.59% | −740−12.1% | Reduced |
| BCGM Wealth Management, LLC | 5,388 | $1.81M | 0.97% | +245+4.8% | Added |
| Engrave Wealth Partners LLC | 5,389 | $1.81M | 0.52% | −130−2.4% | Reduced |
| Golden Green, Inc. | 5,393 | $1.81M | 1.46% | +958+21.6% | Added |
| Blue Bell Private Wealth Management, LLC | 5,396 | $1.81M | 0.48% | +5,396 | New |
| Drive Wealth Management, LLC | 5,396 | $1.81M | 1.60% | +5,396 | New |
| Accel Wealth Management | 5,404 | $1.82M | 0.89% | +818+17.8% | Added |