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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 98,112 | $33.0M | 8.16% | −930−0.9% | Reduced |
| Independent Financial Group, LLC | 98,093 | $33.0M | 2.73% | +3,938+4.2% | Added |
| Armistice Capital, LLC | 98,000 | $33.0M | 0.80% | +6,000+6.5% | Added |
| Smithfield Trust Co | 97,747 | $32.9M | 2.04% | +612+0.6% | Added |
| Evoke Wealth, LLC | 97,699 | $32.9M | 1.04% | −109−0.1% | Reduced |
| Mitchell Capital Management Co | 97,628 | $32.8M | 6.65% | +19,721+25.3% | Added |
| Untitled Investments LP | 97,512 | $32.8M | 7.02% | −31,368−24.3% | Reduced |
| Savant Capital, LLC | 97,498 | $32.8M | 1.06% | +4,553+4.9% | Added |
| Ironwood Investment Counsel, LLC | 97,350 | $32.7M | 7.48% | −1,044−1.1% | Reduced |
| Veritas Investment Management (UK) Ltd | 97,309 | $32.7M | 5.05% | −30,899−24.1% | Reduced |
| FourThought Financial, LLC | 97,291 | $32.7M | 4.12% | −540−0.6% | Reduced |
| Harbor Investment Advisory, LLC | 97,235 | $32.7M | 4.14% | −730−0.7% | Reduced |
| PFS Investments Inc. | 96,997 | $32.6M | 0.63% | +6,218+6.8% | Added |
| Miracle Mile Advisors, LLC | 96,965 | $32.6M | 1.27% | −2,562−2.6% | Reduced |
| Transcend Wealth Collective, LLC | 96,745 | $32.5M | 2.87% | +10,377+12.0% | Added |
| Tokio Marine Asset Management Co Ltd | 96,212 | $32.4M | 2.56% | +7,732+8.7% | Added |
| Cape Cod Five Cents Savings Bank | 96,004 | $32.3M | 3.09% | −3,769−3.8% | Reduced |
| Alyeska Investment Group, L.P. | 95,807 | $32.2M | 0.37% | −277,709−74.3% | Reduced |
| D L Carlson Investment Group Inc | 95,799 | $32.2M | 5.14% | −691−0.7% | Reduced |
| Absher Wealth Management, LLC | 95,676 | $32.2M | 5.40% | −1,563−1.6% | Reduced |
| Parcion Private Wealth LLC | 103,635 | $32.2M | 2.91% | −5,175−4.8% | Reduced |
| Connors Investor Services Inc | 95,825 | $32.2M | 3.16% | −2,823−2.9% | Reduced |
| Lee Danner & Bass Inc | 95,605 | $32.2M | 2.75% | −2,825−2.9% | Reduced |
| Moneta Group Investment Advisors LLC | 95,567 | $32.1M | 1.31% | +593+0.6% | Added |
| Premier Fund Managers Ltd | 94,661 | $32.1M | 1.03% | −6,054−6.0% | Reduced |
| Schnieders Capital Management LLC | 95,242 | $32.0M | 7.50% | +1,796+1.9% | Added |
| Alerus Financial NA | 95,209 | $32.0M | 2.61% | −62,409−39.6% | Reduced |
| Global Endowment Management, LP | 95,202 | $32.0M | 2.33% | +17,058+21.8% | Added |
| Sky Investment Group LLC | 95,109 | $32.0M | 6.45% | −126−0.1% | Reduced |
| Pacific Global Investment Management CO | 94,974 | $31.9M | 5.90% | −1,155−1.2% | Reduced |
| Ballentine Partners, LLC | 94,428 | $31.8M | 0.95% | +16,553+21.3% | Added |
| Silicon Valley Capital Partners | 94,154 | $31.7M | 4.97% | +3,376+3.7% | Added |
| Stonebridge Capital Advisors LLC | 94,095 | $31.6M | 3.50% | +2,888+3.2% | Added |
| Alpha Family Trust | 94,041 | $31.6M | 10.39% | +39,845+73.5% | Added |
| Castle Hook Partners LP | 94,022 | $31.6M | 3.63% | −356,218−79.1% | Reduced |
| Moreno Evelyn V | 94,016 | $31.6M | 6.32% | +8,410+9.8% | Added |
| Schmidt P J Investment Management Inc | 101,625 | $31.6M | 6.31% | −3,127−3.0% | Reduced |
| Osborne Partners Capital Management, LLC | 93,929 | $31.6M | 2.30% | +881+0.9% | Added |
| Rossmore Private Capital | 93,825 | $31.6M | 4.93% | −62−0.1% | Reduced |
| Foyston, Gordon, & Payne Inc | 93,755 | $31.5M | 7.36% | −20,409−17.9% | Reduced |
| Visionary Wealth Advisors | 93,738 | $31.5M | 2.59% | −1,382−1.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 93,710 | $31.5M | 1.40% | +9,453+11.2% | Added |
| Dock Street Asset Management Inc | 93,436 | $31.4M | 5.18% | +1,012+1.1% | Added |
| Level Four Advisory Services, LLC | 93,402 | $31.4M | 2.40% | +22,982+32.6% | Added |
| Brookstone Capital Management | 100,012 | $31.4M | 0.55% | +5,243+5.5% | Added |
| Fort Sheridan Advisors LLC | 93,353 | $31.4M | 9.06% | +430+0.5% | Added |
| Greatmark Investment Partners, Inc. | 93,241 | $31.4M | 5.27% | −773−0.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 93,169 | $31.3M | 2.67% | +27,727+42.4% | Added |
| St Germain D J Co Inc | 93,064 | $31.3M | 1.72% | +1,797+2.0% | Added |
| Edge Wealth Management LLC | 92,948 | $31.3M | 5.72% | +1,175+1.3% | Added |
| Dividend Assets Capital, LLC | 92,629 | $31.2M | 5.78% | −5,503−5.6% | Reduced |
| Thames Capital Management LLC | 92,570 | $31.1M | 5.96% | −381−0.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 91,703 | $30.8M | 2.38% | +22,851+33.2% | Added |
| First Midwest Bank Trust Division | 91,664 | $30.8M | 3.97% | −4,566−4.7% | Reduced |
| Griffin Asset Management, Inc. | 91,607 | $30.8M | 3.83% | −6,247−6.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 91,544 | $30.8M | 1.74% | +4,698+5.4% | Added |
| United Asset Strategies, Inc. | 91,507 | $30.8M | 3.66% | −7,072−7.2% | Reduced |
| Governors Lane LP | 91,008 | $30.6M | 2.21% | −56,218−38.2% | Reduced |
| Wealthspire Advisors, LLC | 90,690 | $30.5M | 0.67% | −5,103−5.3% | Reduced |
| SeaCrest Wealth Management, LLC | 90,596 | $30.5M | 3.34% | −982−1.1% | Reduced |
| Professional Advisory Services Inc | 90,580 | $30.5M | 4.14% | −8,625−8.7% | Reduced |
| Boenning & Scattergood, Inc. | 90,551 | $30.5M | 4.87% | −108−0.1% | Reduced |
| Credential Qtrade Securities Inc. | 90,533 | $30.4M | 2.06% | +1,102+1.2% | Added |
| Resources Investment Advisors, LLC. | 90,507 | $30.4M | 1.13% | +1,375+1.5% | Added |
| Orion Portfolio Solutions, LLC | 90,391 | $30.4M | 1.02% | +5,448+6.4% | Added |
| LSV Asset Management | 90,245 | $30.4M | 0.05% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 90,148 | $30.3M | 2.02% | −156−0.2% | Reduced |
| Bowling Portfolio Management LLC | 90,076 | $30.3M | 6.29% | −2,116−2.3% | Reduced |
| Bank Hapoalim BM | 90,032 | $30.3M | 3.04% | −3,056−3.3% | Reduced |
| Central Securities Corp | 90,000 | $30.3M | 3.01% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 89,906 | $30.2M | 0.40% | −3,124−3.4% | Reduced |
| American Assets Investment Management, LLC | 89,650 | $30.2M | 3.25% | 00.0% | Unchanged |
| Covington Investment Advisors Inc. | 89,619 | $30.1M | 6.14% | −1,330−1.5% | Reduced |
| Conning Inc. | 89,579 | $30.1M | 0.80% | −12,266−12.0% | Reduced |
| Lockheed Martin Investment Management Co | 89,450 | $30.1M | 1.61% | −40,706−31.3% | Reduced |
| Citizens Business Bank | 89,328 | $30.0M | 3.68% | +1,088+1.2% | Added |
| Mechanics Bank Trust Department | 89,203 | $30.0M | 4.43% | −748−0.8% | Reduced |
| Overbrook Management Corp | 89,205 | $30.0M | 6.05% | +324+0.4% | Added |
| Wallington Asset Management, LLC | 88,814 | $29.9M | 4.56% | −1,084−1.2% | Reduced |
| Jefferies Group LLC | 88,492 | $29.8M | 0.55% | +45,470+105.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 88,419 | $29.7M | 4.47% | −1,967−2.2% | Reduced |
| ADAMCAPITAL Gestao de Recursos Ltda. | 88,387 | $29.7M | 6.54% | −208,753−70.3% | Reduced |
| Allen Operations LLC | 88,383 | $29.7M | 4.13% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 88,357 | $29.7M | 5.68% | −12,821−12.7% | Reduced |
| Northern Oak Wealth Management Inc | 88,279 | $29.7M | 3.35% | −1,414−1.6% | Reduced |
| Gifford Fong Associates | 88,168 | $29.7M | 5.19% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 87,971 | $29.6M | 3.23% | +40,811+86.5% | Added |
| Essex Financial Services, Inc. | 87,936 | $29.6M | 2.92% | +7,396+9.2% | Added |
| Perigon Wealth Management, LLC | 87,878 | $29.6M | 2.12% | +9,534+12.2% | Added |
| Peachtree Investment Partners, LLC | 87,812 | $29.5M | 12.39% | +1,295+1.5% | Added |
| Somerville Kurt F | 87,756 | $29.5M | 4.09% | −3,789−4.1% | Reduced |
| Orbis Allan Gray Ltd | 87,693 | $29.5M | 0.22% | 00.0% | Unchanged |
| Vicus Capital | 93,981 | $29.3M | 2.99% | +93,981 | New |
| Altium Wealth Management LLC | 87,032 | $29.3M | 1.89% | +6,069+7.5% | Added |
| Progressive Investment Management Corp | 86,972 | $29.3M | 8.12% | −216−0.2% | Reduced |
| Hillman Co | 86,945 | $29.2M | 10.80% | +601+0.7% | Added |
| Pitcairn Co | 86,935 | $29.2M | 1.88% | −2,735−3.1% | Reduced |
| IFP Advisors, Inc | 86,870 | $29.2M | 0.57% | +846+1.0% | Added |
| Lathrop Investment Management Corp | 86,798 | $29.2M | 5.74% | −1,905−2.1% | Reduced |
| Fulcrum Capital LLC | 86,736 | $29.2M | 6.33% | +968+1.1% | Added |