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 |
|---|---|---|---|---|---|
| Wellington Shields & Co., LLC | 86,693 | $29.2M | 5.82% | +2,150+2.5% | Added |
| Anchor Investment Management, LLC | 86,681 | $29.2M | 3.62% | +114+0.1% | Added |
| Mark Asset Management LP | 86,514 | $29.1M | 4.21% | −743−0.9% | Reduced |
| Rollins Financial | 86,429 | $29.1M | 8.41% | +86,429 | New |
| Charter Trust Co | 86,239 | $29.0M | 2.46% | −2,778−3.1% | Reduced |
| Greenwood Gearhart Inc | 86,197 | $29.0M | 4.00% | +1,534+1.8% | Added |
| Bath Savings Trust Co | 86,181 | $29.0M | 3.01% | −818−0.9% | Reduced |
| J.W. Cole Advisors, Inc. | 86,113 | $29.0M | 1.89% | +1,485+1.8% | Added |
| Waldron Private Wealth LLC | 86,099 | $29.0M | 1.43% | −320−0.4% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 86,056 | $28.9M | 5.67% | −1,284−1.5% | Reduced |
| Ivy Lane Capital Management, LLC | 86,000 | $28.9M | 20.35% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 85,905 | $28.9M | 3.57% | +8,316+10.7% | Added |
| HBK Sorce Advisory LLC | 85,557 | $28.8M | 1.46% | +359+0.4% | Added |
| Cadinha & Co LLC | 85,306 | $28.7M | 3.86% | −6,857−7.4% | Reduced |
| Blue Fin Capital, Inc. | 85,293 | $28.7M | 7.94% | −2,219−2.5% | Reduced |
| Edge Capital Group, LLC | 85,051 | $28.6M | 2.03% | −3,906−4.4% | Reduced |
| BancorpSouth Bank | 84,791 | $28.5M | 3.56% | −846−1.0% | Reduced |
| Caldwell Trust Co | 84,700 | $28.5M | 3.28% | +95+0.1% | Added |
| Cypress Capital Group | 84,614 | $28.5M | 3.56% | +4,031+5.0% | Added |
| JLB & Associates Inc | 84,451 | $28.4M | 4.03% | −5,616−6.2% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 84,386 | $28.4M | 6.99% | −33,088−28.2% | Reduced |
| Cobblestone Capital Advisors LLC | 84,343 | $28.4M | 1.82% | −309−0.4% | Reduced |
| Westchester Capital Management, Inc. | 84,098 | $28.3M | 7.22% | −3,111−3.6% | Reduced |
| Integrated Advisors Network LLC | 83,714 | $28.2M | 1.66% | −2,953−3.4% | Reduced |
| Guardian Capital Advisors LP | 88,395 | $28.1M | 2.71% | −2,786−3.1% | Reduced |
| Covenant Asset Management, LLC | 83,530 | $28.1M | 7.57% | +290.0% | Added |
| RiverFront Investment Group, LLC | 83,427 | $28.1M | 0.87% | +3,635+4.6% | Added |
| LS Investment Advisors, LLC | 83,335 | $28.0M | 4.23% | −17,614−17.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 83,288 | $28.0M | 3.01% | +7,914+10.5% | Added |
| King Wealth | 83,203 | $28.0M | 5.19% | −117−0.1% | Reduced |
| Rings Capital Management LLC | 83,000 | $27.9M | 11.46% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 82,989 | $27.9M | 1.78% | −912−1.1% | Reduced |
| M. Kraus & Co | 82,901 | $27.9M | 8.88% | −846−1.0% | Reduced |
| Buffington Mohr McNeal | 82,896 | $27.9M | 4.77% | −1,094−1.3% | Reduced |
| First Nebraska Trust Co | 82,809 | $27.9M | 3.35% | −2,568−3.0% | Reduced |
| Tikehau Investment Management | 82,600 | $27.8M | 5.41% | −2,200−2.6% | Reduced |
| Change Path, LLC | 82,601 | $27.8M | 1.37% | +6,314+8.3% | Added |
| Chemung Canal Trust Co | 82,571 | $27.8M | 5.02% | −6,748−7.6% | Reduced |
| True North Advisors, LLC | 82,433 | $27.7M | 4.68% | +1,379+1.7% | Added |
| Northwest Investment Counselors, LLC | 82,425 | $27.7M | 6.82% | +3,103+3.9% | Added |
| Motley Fool Wealth Management, LLC | 82,412 | $27.7M | 1.21% | +459+0.6% | Added |
| Amussen Hunsaker Associates LLC | 84,391 | $27.7M | 6.57% | +4,612+5.8% | Added |
| Synergy Financial Management, LLC | 82,225 | $27.7M | 6.58% | −5,700−6.5% | Reduced |
| Vista Equity Partners Management, LLC | 82,182 | $27.6M | 0.21% | +21,807+36.1% | Added |
| Godsey & Gibb Associates | 82,175 | $27.6M | 8.86% | +82,175 | New |
| Mark Stevens | 82,138 | $27.6M | 2.90% | −4,844−5.6% | Reduced |
| Great Valley Advisor Group, Inc. | 85,290 | $27.6M | 1.70% | +6,291+8.0% | Added |
| Crescent Park Management, L.P. | 81,867 | $27.5M | 4.62% | +430+0.5% | Added |
| Foster Dykema Cabot & Co Inc | 81,813 | $27.5M | 3.10% | +19,380+31.0% | Added |
| Kempen Capital Management N.V. | 81,678 | $27.5M | 0.85% | −971−1.2% | Reduced |
| Intrust Bank NA | 81,463 | $27.4M | 3.30% | −976−1.2% | Reduced |
| Davy Global Fund Management Ltd | 81,323 | $27.4M | 4.19% | −19,122−19.0% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 81,272 | $27.3M | 6.21% | −1,834−2.2% | Reduced |
| Marco Investment Management LLC | 81,073 | $27.3M | 2.68% | −11,652−12.6% | Reduced |
| Pioneer Trust Bank N A | 81,035 | $27.3M | 7.08% | −5,055−5.9% | Reduced |
| Courier Capital LLC | 80,848 | $27.2M | 2.53% | −2,016−2.4% | Reduced |
| Auxano Advisors, LLC | 80,738 | $27.2M | 12.14% | +2,269+2.9% | Added |
| Prime Capital Investment Advisors, LLC | 80,415 | $27.0M | 1.44% | +26,457+49.0% | Added |
| Hills Bank & Trust Co | 80,349 | $27.0M | 3.71% | −224−0.3% | Reduced |
| Cutler Investment Counsel LLC | 80,253 | $27.0M | 4.06% | −8,841−9.9% | Reduced |
| Princeton Capital Management LLC | 80,119 | $26.9M | 7.73% | +230.0% | Added |
| Webster Bank, N. A. | 80,094 | $26.9M | 2.79% | −1,982−2.4% | Reduced |
| Private Advisory Group LLC | 80,028 | $26.9M | 5.51% | −5,917−6.9% | Reduced |
| Cincinnati Casualty Co | 80,000 | $26.9M | 14.43% | 00.0% | Unchanged |
| Coastline Trust Co | 79,457 | $26.7M | 3.05% | +724+0.9% | Added |
| Thompson Investment Management, Inc. | 79,433 | $26.7M | 3.79% | −1,857−2.3% | Reduced |
| Campbell Capital Management Inc | 79,128 | $26.6M | 10.98% | −1,086−1.4% | Reduced |
| Wright Investors Service Inc | 79,119 | $26.6M | 6.73% | −2,830−3.5% | Reduced |
| SP Asset Management | 86,123 | $26.6M | 2.66% | −217−0.3% | Reduced |
| Beach Investment Counsel Inc | 78,904 | $26.5M | 3.51% | −961−1.2% | Reduced |
| DCM Advisors, LLC | 78,562 | $26.4M | 7.79% | +24,239+44.6% | Added |
| Parker Investment Management, LLC | 78,343 | $26.3M | 4.11% | +17,860+29.5% | Added |
| Dynamic Advisor Solutions LLC | 78,304 | $26.3M | 1.88% | +1,190+1.5% | Added |
| Crestline Management, LP | 78,000 | $26.2M | 1.97% | +78,000 | New |
| Motco | 77,804 | $26.2M | 1.62% | −3,401−4.2% | Reduced |
| ProVise Management Group, LLC | 77,793 | $26.2M | 2.37% | +797+1.0% | Added |
| Gladstone Institutional Advisory LLC | 77,662 | $26.1M | 2.02% | +5,561+7.7% | Added |
| CCM Investment Advisers LLC | 77,635 | $26.1M | 3.17% | −8,470−9.8% | Reduced |
| Ashburton (Jersey) Ltd | 77,513 | $26.1M | 10.92% | −9,658−11.1% | Reduced |
| Axxcess Wealth Management, LLC | 77,296 | $26.0M | 1.97% | +77,296 | New |
| Financial Partners Capital Management LLC | 77,274 | $26.0M | 4.61% | −1,027−1.3% | Reduced |
| McRae Capital Management Inc | 77,123 | $25.9M | 5.41% | −483−0.6% | Reduced |
| Lyell Wealth Management, LP | 77,111 | $25.9M | 2.96% | +644+0.8% | Added |
| Falcon Edge Capital, LP | 76,997 | $25.9M | 2.91% | +14,949+24.1% | Added |
| Noesis Capital Mangement Corp | 76,996 | $25.9M | 5.22% | −9,717−11.2% | Reduced |
| Paragon Capital Management Ltd | 76,979 | $25.9M | 4.15% | +638+0.8% | Added |
| Spearhead Capital Advisors, LLC | 76,959 | $25.9M | 3.12% | +1,114+1.5% | Added |
| Arthur M. Cohen & Associates, LLC | 76,777 | $25.8M | 4.80% | −978−1.3% | Reduced |
| AdvisorNet Financial, Inc | 76,594 | $25.8M | 1.59% | +599+0.8% | Added |
| Verition Fund Management LLC | 76,573 | $25.8M | 0.32% | +39,711+107.7% | Added |
| Ipswich Investment Management Co., Inc. | 76,497 | $25.7M | 6.00% | −1,413−1.8% | Reduced |
| Ibex Wealth Advisors | 76,493 | $25.7M | 4.55% | +469+0.6% | Added |
| RNC Capital Management LLC | 76,388 | $25.7M | 1.27% | +1,710+2.3% | Added |
| Gratus Capital LLC | 76,360 | $25.7M | 2.38% | +2,543+3.4% | Added |
| Ashton Thomas Private Wealth, LLC | 76,242 | $25.6M | 2.49% | +27,340+55.9% | Added |
| L & S Advisors Inc | 76,163 | $25.6M | 2.76% | −159−0.2% | Reduced |
| Spence Asset Management | 75,858 | $25.5M | 6.32% | +2,225+3.0% | Added |
| Dash Acquisitions Inc. | 75,512 | $25.4M | 11.01% | +3,299+4.6% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 75,349 | $25.4M | 0.74% | +10,446+16.1% | Added |
| Checchi Capital Advisers, LLC | 75,367 | $25.3M | 2.80% | +929+1.2% | Added |