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 |
|---|---|---|---|---|---|
| Deltec Asset Management LLC | 135,485 | $45.6M | 7.42% | −5,865−4.1% | Reduced |
| Atika Capital Management LLC | 135,000 | $45.4M | 3.71% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 134,559 | $45.3M | 2.49% | +2,386+1.8% | Added |
| Novare Capital Management LLC | 134,059 | $45.1M | 4.57% | −2,656−1.9% | Reduced |
| Wellington Shields Capital Management, LLC | 133,440 | $44.9M | 5.75% | +16,589+14.2% | Added |
| Oak Associates, Ltd | 133,409 | $44.9M | 2.39% | −10,140−7.1% | Reduced |
| Bragg Financial Advisors, Inc | 158,669 | $44.7M | 2.87% | 00.0% | Unchanged |
| Hoey Investments, Inc | 132,699 | $44.6M | 11.71% | +11,437+9.4% | Added |
| Choate Investment Advisors | 132,494 | $44.6M | 2.60% | −2,514−1.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 130,167 | $44.3M | 3.15% | +3,661+2.9% | Added |
| DDD Partners, LLC | 131,316 | $44.2M | 6.05% | −1,029−0.8% | Reduced |
| AO Asset Management, LP | 131,300 | $44.2M | 4.30% | +3,200+2.5% | Added |
| Sonora Investment Management Group, LLC | 131,100 | $44.1M | 5.12% | +131,100 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 131,054 | $44.1M | 1.54% | −2,632−2.0% | Reduced |
| CAPROCK Group, Inc. | 130,943 | $44.0M | 3.63% | −23,662−15.3% | Reduced |
| Baker Avenue Asset Management, LP | 130,723 | $44.0M | 2.25% | +5,305+4.2% | Added |
| Linscomb & Williams, Inc. | 130,583 | $43.9M | 2.10% | −838−0.6% | Reduced |
| Sumitomo Life Insurance Co | 130,505 | $43.9M | 1.04% | −3,924−2.9% | Reduced |
| Financial Advocates Investment Management | 130,483 | $43.9M | 3.14% | −11,165−7.9% | Reduced |
| Hemenway Trust Co LLC | 130,220 | $43.8M | 3.99% | +493+0.4% | Added |
| Wedgewood Partners Inc | 130,029 | $43.7M | 5.81% | −2,019−1.5% | Reduced |
| Summit Global Investments | 129,568 | $43.6M | 2.81% | −2,362−1.8% | Reduced |
| Bank of Nova Scotia Trust Co | 129,308 | $43.5M | 3.77% | −9,926−7.1% | Reduced |
| Atmos Capital Gestao de Recursos Ltda. | 129,052 | $43.4M | 5.06% | −14,948−10.4% | Reduced |
| Fishman Jay A Ltd | 129,036 | $43.4M | 4.64% | +6,456+5.3% | Added |
| Geneos Wealth Management Inc. | 129,010 | $43.4M | 1.65% | +353+0.3% | Added |
| Atlantic Union Bankshares Corp | 128,735 | $43.3M | 3.67% | +2,856+2.3% | Added |
| GW Henssler & Associates Ltd | 128,408 | $43.2M | 2.75% | +3,979+3.2% | Added |
| Dakota Wealth Management | 128,181 | $43.1M | 4.55% | +3,247+2.6% | Added |
| First Citizens Bank & Trust Co | 127,908 | $43.0M | 1.68% | +3,730+3.0% | Added |
| Trust Co of Toledo NA | 127,572 | $42.9M | 6.41% | −239−0.2% | Reduced |
| Freemont Management S.A. | 127,461 | $42.9M | 11.27% | +561+0.4% | Added |
| Horiko Capital Management LLC | 127,161 | $42.8M | 16.86% | −3,508−2.7% | Reduced |
| Stewart & Patten Co LLC | 126,897 | $42.7M | 6.37% | −6,403−4.8% | Reduced |
| Junto Capital Management LP | 126,779 | $42.6M | 1.10% | −220,499−63.5% | Reduced |
| AMS Capital Ltda | 126,710 | $42.6M | 9.53% | +43,030+51.4% | Added |
| Horizon Investments, LLC | 126,707 | $42.6M | 1.27% | +7,195+6.0% | Added |
| Te Ahumairangi Investment Management Ltd | 126,551 | $42.6M | 5.50% | +4,570+3.7% | Added |
| Academy Capital Management Inc | 126,107 | $42.4M | 6.59% | +1,815+1.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 126,089 | $42.4M | 0.98% | +5,736+4.8% | Added |
| Equitable Trust Co | 125,919 | $42.3M | 2.62% | −16,649−11.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 125,794 | $42.3M | 1.68% | +1,841+1.5% | Added |
| Resources Management Corp | 125,745 | $42.3M | 5.50% | −4,225−3.3% | Reduced |
| Founders Capital Management, LLC | 125,674 | $42.3M | 9.14% | −2,689−2.1% | Reduced |
| IBM Retirement Fund | 125,487 | $42.2M | 5.24% | −87,362−41.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 125,451 | $42.2M | 3.12% | −5,329−4.1% | Reduced |
| Ratan Capital Management LP | 125,331 | $42.2M | 6.43% | +15,000+13.6% | Added |
| Pittenger & Anderson Inc | 125,128 | $42.1M | 1.94% | +1,498+1.2% | Added |
| Renaissance Group LLC | 124,994 | $42.0M | 1.71% | −7,901−5.9% | Reduced |
| Telemus Capital, LLC | 124,624 | $41.9M | 3.39% | −3,944−3.1% | Reduced |
| Roundview Capital LLC | 124,525 | $41.9M | 4.18% | +2,929+2.4% | Added |
| Appleton Partners Inc | 124,339 | $41.8M | 3.15% | +1,697+1.4% | Added |
| Palisade Capital Management LLC | 124,122 | $41.7M | 0.85% | −1,382−1.1% | Reduced |
| PFG Advisors | 124,023 | $41.7M | 4.20% | +6,317+5.4% | Added |
| Signaturefd, LLC | 123,842 | $41.7M | 1.28% | +10,547+9.3% | Added |
| Lynch & Associates | 122,769 | $41.3M | 9.75% | −2,827−2.3% | Reduced |
| Engine No. 1 LLC | 122,603 | $41.2M | 8.52% | +10,895+9.8% | Added |
| Bellevue Asset Management, LLC | 122,408 | $41.2M | 24.25% | −21,861−15.2% | Reduced |
| Heritage Trust Co | 122,343 | $41.1M | 5.28% | −990−0.8% | Reduced |
| James Investment Research Inc | 122,269 | $41.1M | 3.77% | −8,515−6.5% | Reduced |
| Empirical Finance, LLC | 122,118 | $41.1M | 4.85% | +34,828+39.9% | Added |
| Auxier Asset Management | 122,106 | $41.1M | 6.38% | −914−0.7% | Reduced |
| Capco Asset Management, LLC | 122,090 | $41.1M | 11.33% | −531−0.4% | Reduced |
| Nexus Investment Management ULC | 121,767 | $41.0M | 4.17% | −3,375−2.7% | Reduced |
| Bell Asset Management Ltd | 121,513 | $40.9M | 6.59% | −13,790−10.2% | Reduced |
| Titan Global Capital Management USA LLC | 121,448 | $40.8M | 6.76% | +32,433+36.4% | Added |
| United Bank | 121,413 | $40.8M | 5.02% | −2,070−1.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 121,230 | $40.8M | 2.04% | −7,085−5.5% | Reduced |
| Spinnaker Trust | 120,760 | $40.6M | 2.60% | +355+0.3% | Added |
| Modera Wealth Management, LLC | 120,736 | $40.6M | 1.55% | +73,036+153.1% | Added |
| RWWM, Inc. | 120,725 | $40.6M | 5.00% | −481−0.4% | Reduced |
| Frontier Wealth Management LLC | 120,652 | $40.6M | 2.68% | +823+0.7% | Added |
| Shufro Rose & Co LLC | 120,570 | $40.5M | 2.93% | −3,750−3.0% | Reduced |
| De Burlo Group Inc | 120,400 | $40.5M | 5.88% | −4,810−3.8% | Reduced |
| Adviser Investments LLC | 120,184 | $40.4M | 2.71% | +6,945+6.1% | Added |
| Tufton Capital Management | 119,695 | $40.3M | 6.18% | −6,269−5.0% | Reduced |
| Chicago Capital, LLC | 119,635 | $40.2M | 1.50% | −5,530−4.4% | Reduced |
| Zweig-DiMenna Associates LLC | 119,543 | $40.2M | 3.25% | −2,079−1.7% | Reduced |
| Fulton Bank, N.A. | 119,359 | $40.1M | 1.76% | −3,168−2.6% | Reduced |
| Garde Capital, Inc. | 118,733 | $39.9M | 3.91% | −2,186−1.8% | Reduced |
| Weatherly Asset Management L. P. | 118,711 | $39.9M | 4.43% | −1,825−1.5% | Reduced |
| Steel Peak Wealth Management LLC | 118,427 | $39.8M | 2.40% | +13,487+12.9% | Added |
| CapWealth Advisors, LLC | 118,135 | $39.7M | 4.04% | −36,662−23.7% | Reduced |
| Lakeside Advisors, INC. | 118,038 | $39.7M | 29.27% | +118,038 | New |
| McIlrath & Eck, LLC | 117,701 | $39.6M | 10.70% | −1,657−1.4% | Reduced |
| Churchill Management Corp | 117,385 | $39.5M | 0.55% | −1,049−0.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 116,944 | $39.3M | 4.28% | −2,881−2.4% | Reduced |
| Clarkston Capital Partners, LLC | 116,363 | $39.1M | 0.67% | −10,501−8.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 115,896 | $39.0M | 3.27% | +3,350+3.0% | Added |
| B. Riley Wealth Management, Inc. | 115,876 | $39.0M | 2.70% | +5,460+4.9% | Added |
| E Fund Management Co., Ltd. | 115,759 | $38.9M | 1.38% | −11,592−9.1% | Reduced |
| Strategic Global Advisors, LLC | 115,519 | $38.9M | 5.05% | +9,444+8.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 115,476 | $38.8M | 6.89% | −6,049−5.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 126,905 | $38.8M | 0.56% | +8,761+7.4% | Added |
| Callahan Advisors, LLC | 115,126 | $38.7M | 4.34% | −634−0.5% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 115,017 | $38.7M | 3.72% | +25,201+28.1% | Added |
| Yarbrough Capital, LLC | 115,019 | $38.7M | 2.07% | +115,019 | New |
| Addenda Capital Inc. | 115,011 | $38.7M | 1.66% | −9,147−7.4% | Reduced |
| Dundas Partners LLP | 128,933 | $38.7M | 4.81% | +5,424+4.4% | Added |
| Sawtooth Solutions, LLC | 114,776 | $38.6M | 4.31% | +55,829+94.7% | Added |