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 |
|---|---|---|---|---|---|
| Veriti Management LLC | 114,628 | $38.6M | 4.99% | +944+0.8% | Added |
| Bourne Lent Asset Management Inc | 114,545 | $38.5M | 10.31% | −380−0.3% | Reduced |
| Cypress Capital, LLC | 114,518 | $38.5M | 4.39% | +1,856+1.6% | Added |
| Junson Asset Management (Hong Kong) Ltd | 114,404 | $38.5M | 9.50% | +47,904+72.0% | Added |
| China Universal Asset Management Co., Ltd. | 114,226 | $38.4M | 9.14% | +114,226 | New |
| Ropes Wealth Advisors LLC | 114,137 | $38.4M | 6.75% | −13,074−10.3% | Reduced |
| Pallas Capital Advisors LLC | 129,331 | $38.3M | 4.66% | +1,708+1.3% | Added |
| BTC Capital Management, Inc. | 113,772 | $38.3M | 3.78% | +288+0.3% | Added |
| HB Wealth Management, LLC | 113,666 | $38.2M | 0.77% | +113,666 | New |
| Ossiam | 113,413 | $38.1M | 1.00% | +8,452+8.1% | Added |
| Reilly Financial Advisors, LLC | 113,135 | $38.0M | 2.83% | −11,766−9.4% | Reduced |
| Janney Capital Management LLC | 112,977 | $38.0M | 2.47% | −2,142−1.9% | Reduced |
| Transform Wealth, LLC | 112,693 | $37.9M | 3.96% | −1,618−1.4% | Reduced |
| Pennsylvania Capital Management Inc | 112,617 | $37.9M | 12.96% | +9,609+9.3% | Added |
| Goelzer Investment Management, Inc. | 111,490 | $37.5M | 3.06% | −6,178−5.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 111,371 | $37.5M | 5.86% | −2,224−2.0% | Reduced |
| Country Club Trust Company, n.a. | 110,335 | $37.4M | 2.95% | +8,055+7.9% | Added |
| HHR Asset Management, LLC | 111,146 | $37.4M | 4.46% | −25,954−18.9% | Reduced |
| Fagan Associates, Inc. | 110,945 | $37.3M | 7.08% | +270+0.2% | Added |
| Claar Advisors LLC | 110,617 | $37.2M | 10.66% | −600−0.5% | Reduced |
| Private Asset Management Inc | 110,568 | $37.2M | 4.57% | −240−0.2% | Reduced |
| Fiduciary Group LLC | 110,526 | $37.2M | 4.13% | −480−0.4% | Reduced |
| Hallmark Capital Management Inc | 110,261 | $37.1M | 2.97% | −5,319−4.6% | Reduced |
| Galvin, Gaustad & Stein, LLC | 109,947 | $37.0M | 3.19% | −5,606−4.9% | Reduced |
| Sycomore Asset Management | 108,039 | $36.9M | 5.69% | −14,675−12.0% | Reduced |
| Apeiron Capital Ltd | 109,600 | $36.9M | 10.87% | +3,700+3.5% | Added |
| Hunter Associates Investment Management LLC | 109,543 | $36.8M | 10.54% | −2,836−2.5% | Reduced |
| Equitable Holdings, Inc. | 108,962 | $36.6M | 0.58% | +5,803+5.6% | Added |
| Capstone Investment Advisors, LLC | 108,898 | $36.6M | 0.58% | −292,814−72.9% | Reduced |
| Howe & Rusling Inc | 108,800 | $36.6M | 4.29% | −1,293−1.2% | Reduced |
| Anderson Hoagland & Co | 123,416 | $36.6M | 4.79% | +6,750+5.8% | Added |
| Polaris Wealth Advisory Group, LLC | 108,724 | $36.6M | 2.10% | −1,272−1.2% | Reduced |
| Fairview Capital Investment Management, LLC | 108,714 | $36.6M | 2.34% | +1,611+1.5% | Added |
| Kiley Juergens Wealth Management, LLC | 108,550 | $36.5M | 13.85% | +1,292+1.2% | Added |
| DF Dent & Co Inc | 108,472 | $36.5M | 0.37% | −299−0.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 108,417 | $36.5M | 5.36% | −575−0.5% | Reduced |
| Parus Finance (UK) Ltd | 108,338 | $36.4M | 11.69% | −10,285−8.7% | Reduced |
| Girard Partners Ltd. | 107,496 | $36.2M | 3.93% | +2,413+2.3% | Added |
| WMS Partners, LLC | 107,166 | $36.0M | 7.74% | −3,693−3.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 106,999 | $36.0M | 2.80% | −6,677−5.9% | Reduced |
| Archon Partners LLC | 107,000 | $36.0M | 4.40% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 106,886 | $35.9M | 2.86% | +106,099+13,481.4% | Added |
| Wintrust Investments LLC | 106,511 | $35.8M | 3.40% | −11,250−9.6% | Reduced |
| LaFleur & Godfrey LLC | 106,446 | $35.8M | 4.59% | −1,982−1.8% | Reduced |
| Meridian Wealth Management, LLC | 106,401 | $35.8M | 3.82% | +1,569+1.5% | Added |
| German American Bancorp, Inc. | 106,327 | $35.8M | 5.01% | +1,691+1.6% | Added |
| KMG Fiduciary Partners, LLC | 106,244 | $35.7M | 5.53% | −430−0.4% | Reduced |
| Grosvenor Holdings, L.L.C. | 106,207 | $35.7M | 3.69% | −58,100−35.4% | Reduced |
| Canandaigua National Corp | 105,965 | $35.6M | 5.26% | −6,580−5.8% | Reduced |
| Abbrea Capital, LLC | 105,502 | $35.5M | 4.78% | +843+0.8% | Added |
| Mengis Capital Management, Inc. | 105,367 | $35.4M | 6.65% | −1,703−1.6% | Reduced |
| JS Capital Management LLC | 105,000 | $35.3M | 1.61% | +5,000+5.0% | Added |
| Kovitz Investment Group Partners, LLC | 158,689 | $35.3M | 0.83% | −47,779−23.1% | Reduced |
| Blue Chip Partners, Inc. | 104,859 | $35.3M | 4.43% | +674+0.6% | Added |
| First American Trust, FSB | 104,742 | $35.2M | 4.81% | +3,920+3.9% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 115,462 | $35.2M | 5.63% | −11,530−9.1% | Reduced |
| Bridgeway Capital Management, LLC | 104,625 | $35.2M | 0.65% | −8,550−7.6% | Reduced |
| Pensionfund DSM Netherlands | 104,425 | $35.1M | 4.05% | 00.0% | Unchanged |
| Sepio Capital, LP | 104,284 | $35.1M | 2.63% | −7,951−7.1% | Reduced |
| Allworth Financial LP | 104,196 | $35.0M | 0.50% | +1,105+1.1% | Added |
| Means Investment Co., Inc. | 104,193 | $35.0M | 6.24% | −945−0.9% | Reduced |
| Murphy Capital Management Inc | 104,050 | $35.0M | 3.76% | −380−0.4% | Reduced |
| Sowell Financial Services LLC | 103,904 | $34.9M | 2.00% | −21,360−17.1% | Reduced |
| Columbia Asset Management | 103,783 | $34.9M | 7.13% | −871−0.8% | Reduced |
| Jacobs & Co | 103,525 | $34.8M | 3.61% | −2,656−2.5% | Reduced |
| Fosun International Ltd | 102,888 | $34.8M | 1.99% | +821+0.8% | Added |
| MD Financial Management Inc. | 103,268 | $34.7M | 0.84% | +4,362+4.4% | Added |
| Tompkins Financial Corp | 103,259 | $34.7M | 6.16% | −3,464−3.2% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 103,209 | $34.7M | 2.28% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 103,015 | $34.6M | 3.64% | −784−0.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 102,961 | $34.6M | 4.67% | −413−0.4% | Reduced |
| We Are One Seven, LLC | 102,940 | $34.6M | 3.59% | +23,067+28.9% | Added |
| Private Trust Co NA | 102,552 | $34.5M | 4.76% | −4,255−4.0% | Reduced |
| First Financial Bank - Trust Division | 102,425 | $34.4M | 3.48% | −3,457−3.3% | Reduced |
| Emerson Point Capital LP | 102,419 | $34.4M | 5.37% | +30,217+41.9% | Added |
| RiverPark Advisors, LLC | 102,365 | $34.4M | 4.14% | −4,399−4.1% | Reduced |
| Diversified Trust Co | 101,623 | $34.2M | 1.13% | +2,628+2.7% | Added |
| Hartline Investment Corp | 101,579 | $34.2M | 4.68% | −2,384−2.3% | Reduced |
| NBT Bank N A | 101,560 | $34.2M | 4.39% | −2,819−2.7% | Reduced |
| Simmons Bank | 101,436 | $34.1M | 2.39% | −5,852−5.5% | Reduced |
| 180 Wealth Advisors, LLC | 115,215 | $34.1M | 7.66% | −217−0.2% | Reduced |
| Cubist Systematic Strategies, LLC | 101,353 | $34.1M | 0.32% | +22,587+28.7% | Added |
| North Star Investment Management Corp. | 101,136 | $34.0M | 2.38% | +1,110+1.1% | Added |
| Oxbow Advisors, LLC | 101,134 | $34.0M | 3.26% | +171+0.2% | Added |
| Burleson & Company, LLC | 100,996 | $34.0M | 4.95% | +2,519+2.6% | Added |
| Terry L. Blaker | 100,621 | $33.8M | 2.61% | −427−0.4% | Reduced |
| Clare Market Investments LLC | 100,558 | $33.8M | 9.47% | +350.0% | Added |
| Culbertson A N & Co Inc | 100,416 | $33.8M | 6.36% | −2,596−2.5% | Reduced |
| Greenbrier Partners Capital Management, LLC | 100,000 | $33.6M | 2.89% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 99,857 | $33.6M | 0.60% | −10,194−9.3% | Reduced |
| Rempart Asset Management Inc. | 99,325 | $33.4M | 6.33% | −4,740−4.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 99,306 | $33.4M | 0.08% | −729−0.7% | Reduced |
| 1st Source Bank | 99,299 | $33.4M | 1.95% | −1,138−1.1% | Reduced |
| Capital Analysts, LLC | 99,294 | $33.4M | 2.03% | −3,559−3.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 98,668 | $33.2M | 0.46% | +18,486+23.1% | Added |
| Scholtz & Company, LLC | 98,595 | $33.2M | 10.71% | −2,038−2.0% | Reduced |
| Madison Wealth Management | 98,525 | $33.1M | 6.64% | −1,739−1.7% | Reduced |
| Strategic Advisors LLC | 98,358 | $33.1M | 4.71% | +13,004+15.2% | Added |
| ACG Wealth | 98,141 | $33.0M | 4.69% | −25,610−20.7% | Reduced |
| First Hawaiian Bank | 98,137 | $33.0M | 0.97% | +7,108+7.8% | Added |