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 |
|---|---|---|---|---|---|
| Merriman Wealth Management, LLC | 166,631 | $56.0M | 4.09% | −54,370−24.6% | Reduced |
| Leonteq Securities AG | 166,549 | $56.0M | 2.53% | −47,043−22.0% | Reduced |
| Baader Bank INC | 166,448 | $56.0M | 4.42% | +166,448 | New |
| Kestra Private Wealth Services, LLC | 166,127 | $55.9M | 2.67% | +9,078+5.8% | Added |
| Select Equity Group, L.P. | 165,959 | $55.8M | 0.17% | +26,441+19.0% | Added |
| MIG Capital, LLC | 165,868 | $55.8M | 5.56% | −3,867−2.3% | Reduced |
| Burney Co | 164,492 | $55.3M | 2.39% | −9,632−5.5% | Reduced |
| Matthew Goff Investment Advisor, LLC | 164,253 | $55.2M | 12.65% | −5,560−3.3% | Reduced |
| Grassi Investment Management | 164,091 | $55.2M | 5.57% | −1,104−0.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 163,209 | $54.9M | 4.01% | +7,037+4.5% | Added |
| Albion Financial Group | 162,995 | $54.8M | 4.34% | +630.0% | Added |
| BLB&B Advisors, LLC | 162,649 | $54.7M | 3.56% | −14,982−8.4% | Reduced |
| Dowling & Yahnke LLC | 161,186 | $54.2M | 2.61% | +429+0.3% | Added |
| Jones Financial Companies LLLP | 160,893 | $54.1M | 0.08% | −2,737−1.7% | Reduced |
| Narwhal Capital Management | 160,826 | $54.1M | 6.16% | −3,062−1.9% | Reduced |
| Burns J W & Co Inc | 160,058 | $53.8M | 7.79% | −6,162−3.7% | Reduced |
| Colonial Trust Advisors | 160,020 | $53.8M | 6.02% | −2,588−1.6% | Reduced |
| Kemnay Advisory Services Inc. | 159,423 | $53.6M | 7.53% | −40,190−20.1% | Reduced |
| Insight Holdings Group, LLC | 159,400 | $53.6M | 0.50% | +100,900+172.5% | Added |
| Matrix Asset Advisors Inc | 158,833 | $53.4M | 6.95% | −1,805−1.1% | Reduced |
| Verde Servicos Internacionais S.A. | 158,626 | $53.3M | 6.71% | +29,313+22.7% | Added |
| TD Private Client Wealth LLC | 158,463 | $53.3M | 2.21% | −32,023−16.8% | Reduced |
| Vigilant Capital Management, LLC | 158,344 | $53.3M | 3.73% | +6,952+4.6% | Added |
| Penserra Capital Management LLC | 157,901 | $53.1M | 1.14% | +4,703+3.1% | Added |
| Mutual Advisors, LLC | 157,697 | $53.0M | 2.81% | +2,196+1.4% | Added |
| Boston Common Asset Management, LLC | 157,577 | $53.0M | 2.14% | −11,685−6.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 156,475 | $52.6M | 1.69% | +289+0.2% | Added |
| Levin Capital Strategies, L.P. | 156,278 | $52.6M | 4.92% | −32,501−17.2% | Reduced |
| Manitou Investment Management Ltd. | 156,030 | $52.5M | 8.41% | −655−0.4% | Reduced |
| Payden & Rygel | 156,030 | $52.5M | 2.43% | +57,200+57.9% | Added |
| Integrated Wealth Concepts LLC | 155,937 | $52.4M | 1.56% | +4,236+2.8% | Added |
| Eagle Ridge Investment Management | 155,737 | $52.4M | 5.48% | −5,395−3.3% | Reduced |
| Montag A & Associates Inc | 155,686 | $52.4M | 2.58% | +725+0.5% | Added |
| Palisade Asset Management, LLC | 155,368 | $52.3M | 5.85% | −4,167−2.6% | Reduced |
| Harbor Spring Capital, LLC | 155,000 | $52.1M | 7.32% | −14,500−8.6% | Reduced |
| Capital Investment Services of America, Inc. | 154,639 | $52.0M | 4.71% | −7,797−4.8% | Reduced |
| FRG Family Wealth Advisors LLC | 154,549 | $52.0M | 9.70% | −3,307−2.1% | Reduced |
| Waratah Capital Advisors Ltd. | 154,048 | $51.8M | 2.40% | −14,181−8.4% | Reduced |
| Aptus Capital Advisors, LLC | 153,974 | $51.8M | 1.76% | +19,621+14.6% | Added |
| MainStreet Investment Advisors LLC | 153,679 | $51.7M | 4.50% | +573+0.4% | Added |
| Forbes J M & Co LLP | 153,647 | $51.7M | 5.94% | −18,334−10.7% | Reduced |
| Lincoln National Corp | 153,518 | $51.6M | 1.04% | +6,539+4.4% | Added |
| Grimes & Company, Inc. | 153,458 | $51.6M | 2.36% | +1,905+1.3% | Added |
| Gamco Investors, Inc. Et Al | 153,195 | $51.5M | 0.44% | −2,895−1.9% | Reduced |
| Gradient Investments LLC | 152,987 | $51.5M | 1.30% | +13,039+9.3% | Added |
| Constitution Capital LLC | 152,468 | $51.3M | 27.33% | +19,945+15.1% | Added |
| Adell Harriman & Carpenter Inc | 152,324 | $51.2M | 4.75% | −748−0.5% | Reduced |
| TenCore Partners, LP | 152,290 | $51.2M | 8.17% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 151,782 | $51.0M | 1.52% | −424,285−73.7% | Reduced |
| Wilsey Asset Management Inc | 151,325 | $50.9M | 11.54% | 00.0% | Unchanged |
| Ledyard National Bank | 151,247 | $50.9M | 4.87% | −1,477−1.0% | Reduced |
| WT Asset Management Ltd | 151,003 | $50.8M | 10.02% | +151,003 | New |
| North Star Asset Management Inc | 150,089 | $50.5M | 2.54% | −2,074−1.4% | Reduced |
| Honeycomb Asset Management LP | 150,000 | $50.4M | 3.97% | −200,000−57.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 149,761 | $50.4M | 0.97% | −1,047−0.7% | Reduced |
| Abner Herrman & Brock LLC | 149,141 | $50.2M | 6.53% | −1,939−1.3% | Reduced |
| Apollon Wealth Management, LLC | 149,232 | $50.1M | 4.03% | +61,158+69.4% | Added |
| Carroll Financial Associates, Inc. | 146,227 | $50.1M | 2.67% | −332−0.2% | Reduced |
| Quadrature Capital Ltd | 148,500 | $49.9M | 2.63% | −111,615−42.9% | Reduced |
| Boston Family Office LLC | 148,403 | $49.9M | 3.24% | −2,896−1.9% | Reduced |
| Prospera Financial Services Inc | 147,857 | $49.7M | 2.15% | +527+0.4% | Added |
| Oribel Capital Management, LP | 147,900 | $49.7M | 4.12% | −63,900−30.2% | Reduced |
| Main Street Research LLC | 146,395 | $49.2M | 3.80% | +5,316+3.8% | Added |
| Snowden Capital Advisors LLC | 146,287 | $49.2M | 2.51% | −5,632−3.7% | Reduced |
| First Quadrant L P | 145,931 | $49.1M | 5.28% | −442−0.3% | Reduced |
| Robeco Schweiz AG | 145,857 | $49.1M | 0.64% | +22,653+18.4% | Added |
| Hilton Capital Management, LLC | 145,623 | $49.0M | 4.50% | −23,025−13.7% | Reduced |
| Harvest Fund Management Co., Ltd | 144,315 | $49.0M | 8.28% | +5,277+3.8% | Added |
| Coerente Capital Management | 145,411 | $48.9M | 9.24% | −4,263−2.8% | Reduced |
| Clearstead Advisors, LLC | 145,362 | $48.9M | 3.33% | +2,648+1.9% | Added |
| WestEnd Advisors, LLC | 144,080 | $48.5M | 1.32% | – | – |
| Anchor Capital Advisors LLC | 143,992 | $48.4M | 0.96% | −5,535−3.7% | Reduced |
| Kings Point Capital Management | 143,600 | $48.3M | 3.97% | −6,080−4.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 142,906 | $48.1M | 5.00% | −567−0.4% | Reduced |
| Beaumont Financial Partners, LLC | 142,584 | $48.0M | 3.48% | −2,108−1.5% | Reduced |
| Park Avenue Securities LLC | 142,035 | $47.8M | 0.84% | +10,696+8.1% | Added |
| Cypress Capital Management LLC | 141,921 | $47.7M | 5.40% | +304+0.2% | Added |
| Parsons Capital Management Inc | 141,592 | $47.6M | 3.41% | −1,220−0.9% | Reduced |
| Dearborn Partners LLC | 141,474 | $47.6M | 1.73% | +3,596+2.6% | Added |
| Carret Asset Management, LLC | 141,417 | $47.6M | 5.27% | −2,320−1.6% | Reduced |
| BTR Capital Management Inc | 141,094 | $47.5M | 5.35% | −1,544−1.1% | Reduced |
| Valeo Financial Advisors, LLC | 170,823 | $47.2M | 2.58% | +1,143+0.7% | Added |
| SCS Capital Management LLC | 140,129 | $47.1M | 1.03% | −2,488−1.7% | Reduced |
| Washington Trust Bank | 140,068 | $47.1M | 4.56% | −2,558−1.8% | Reduced |
| Strategic Wealth Advisors Group, LLC | 140,491 | $47.1M | 2.21% | −17,400−11.0% | Reduced |
| Trust Co of Virginia | 139,940 | $47.1M | 4.69% | −2,057−1.4% | Reduced |
| Papp L Roy & Associates | 139,528 | $46.9M | 5.37% | −2,791−2.0% | Reduced |
| S&CO Inc | 139,444 | $46.9M | 3.31% | +219+0.2% | Added |
| Northeast Financial Consultants Inc | 139,440 | $46.9M | 2.84% | +9,862+7.6% | Added |
| 11 Capital Partners LP | 138,975 | $46.7M | 11.22% | −300−0.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 138,900 | $46.7M | 5.88% | −5,000−3.5% | Reduced |
| Stillwater Capital Advisors, LLC | 138,625 | $46.6M | 7.10% | −4,051−2.8% | Reduced |
| Wendell David Associates Inc | 138,524 | $46.6M | 4.71% | −2,172−1.5% | Reduced |
| Bank of Hawaii | 137,966 | $46.4M | 2.41% | −20,683−13.0% | Reduced |
| Van Cleef Asset Management,Inc | 137,757 | $46.3M | 6.51% | −2,574−1.8% | Reduced |
| Managed Asset Portfolios, LLC | 137,190 | $46.1M | 6.52% | −4,054−2.9% | Reduced |
| IndexIQ Advisors LLC | 137,149 | $46.1M | 1.54% | −3,885−2.8% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 136,980 | $46.1M | 3.72% | +2,105+1.6% | Added |
| Cavalry Management Group, LLC | 136,149 | $45.8M | 5.31% | +48,944+56.1% | Added |
| Tandem Investment Advisors, Inc. | 136,124 | $45.8M | 2.98% | +15,322+12.7% | Added |