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 |
|---|---|---|---|---|---|
| Front Barnett Associates LLC | 75,019 | $25.2M | 2.36% | −601−0.8% | Reduced |
| XML Financial, LLC | 74,948 | $25.2M | 3.04% | −1,676−2.2% | Reduced |
| Belpointe Asset Management LLC | 75,272 | $25.2M | 1.57% | +1,467+2.0% | Added |
| Claret Asset Management Corp | 74,837 | $25.2M | 4.65% | −2,000−2.6% | Reduced |
| American National Insurance Co | 74,829 | $25.2M | 5.57% | −454,039−85.9% | Reduced |
| Coronation Fund Managers Ltd. | 74,757 | $25.1M | 0.92% | −10,478−12.3% | Reduced |
| Canal Insurance CO | 74,500 | $25.1M | 7.39% | 00.0% | Unchanged |
| Arrow Financial Corp | 74,446 | $25.0M | 2.96% | −5,678−7.1% | Reduced |
| Greenwood Capital Associates LLC | 74,131 | $24.9M | 3.53% | −184−0.2% | Reduced |
| Nelson Capital Management, LLC | 73,965 | $24.9M | 4.60% | −700−0.9% | Reduced |
| Buckley Wealth Management, LLC | 73,895 | $24.9M | 7.26% | −1,545−2.0% | Reduced |
| Icon Wealth Partners, LLC | 73,569 | $24.7M | 2.48% | −12,807−14.8% | Reduced |
| Ferris Capital, LLC | 73,533 | $24.7M | 5.38% | −101−0.1% | Reduced |
| Bloom Tree Partners, LLC | 73,150 | $24.6M | 4.11% | −49,601−40.4% | Reduced |
| Foster & Motley Inc | 73,112 | $24.6M | 1.91% | −1,489−2.0% | Reduced |
| Nicola Wealth Management Ltd. | 72,655 | $24.4M | 2.30% | −1,600−2.2% | Reduced |
| K.J. Harrison & Partners Inc | 72,205 | $24.3M | 3.44% | −5,600−7.2% | Reduced |
| Trust Asset Management LLC | 72,195 | $24.3M | 3.00% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 72,167 | $24.3M | 0.99% | +1,906+2.7% | Added |
| Court Place Advisors, LLC | 72,123 | $24.3M | 6.68% | −2,571−3.4% | Reduced |
| Itau Unibanco Holding S.A. | 71,505 | $24.2M | 0.83% | −40,402−36.1% | Reduced |
| Exchange Capital Management, Inc. | 72,052 | $24.2M | 4.40% | +2,225+3.2% | Added |
| Columbus Hill Capital Management, L.P. | 72,012 | $24.2M | 3.73% | −19,576−21.4% | Reduced |
| Van Strum & Towne Inc. | 72,007 | $24.2M | 8.78% | −3,723−4.9% | Reduced |
| Weik Capital Management | 71,939 | $24.2M | 9.17% | −1,680−2.3% | Reduced |
| Perkins Coie Trust Co | 71,889 | $24.2M | 7.09% | −330−0.5% | Reduced |
| Trinity Street Asset Management LLP | 71,774 | $24.1M | 2.65% | −11,324−13.6% | Reduced |
| Naples Global Advisors, LLC | 71,634 | $24.1M | 2.79% | −412−0.6% | Reduced |
| Stony Point Capital LLC | 71,491 | $24.0M | 4.50% | +71,491 | New |
| Bluefin Capital Management, LLC | 71,413 | $24.0M | 1.91% | +71,413 | New |
| CMH Wealth Management LLC | 71,248 | $24.0M | 7.23% | +335+0.5% | Added |
| Rosenblum Silverman Sutton S F Inc | 71,245 | $24.0M | 5.39% | −2,031−2.8% | Reduced |
| Rothschild Investment Corp | 71,088 | $23.9M | 1.85% | −2,328−3.2% | Reduced |
| Adalta Capital Management LLC | 71,050 | $23.9M | 11.02% | +2,865+4.2% | Added |
| Vision Capital Management, Inc. | 70,986 | $23.9M | 3.56% | −337−0.5% | Reduced |
| SFMG, LLC | 70,974 | $23.9M | 2.32% | +249+0.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 70,900 | $23.8M | 7.29% | −1,100−1.5% | Reduced |
| Chescapmanager LLC | 70,892 | $23.8M | 3.62% | 00.0% | Unchanged |
| Blackhill Capital Inc | 70,850 | $23.8M | 2.04% | 00.0% | Unchanged |
| Hutchinson Capital Management | 70,795 | $23.8M | 5.30% | −3,923−5.3% | Reduced |
| MBB Public Markets I LLC | 70,758 | $23.8M | 0.48% | +70,758 | New |
| Stonebridge Capital Management Inc | 70,691 | $23.8M | 8.27% | −6,083−7.9% | Reduced |
| Hilltop Holdings Inc. | 70,602 | $23.7M | 2.47% | +1,383+2.0% | Added |
| Fundamentun, LLC | 70,387 | $23.7M | 3.73% | −3,031−4.1% | Reduced |
| AMG National Trust Bank | 70,334 | $23.7M | 0.71% | −670−0.9% | Reduced |
| Kovack Advisors, Inc. | 70,316 | $23.6M | 2.29% | +974+1.4% | Added |
| Cohen Capital Management, Inc. | 70,192 | $23.6M | 3.86% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 70,185 | $23.6M | 1.74% | +150.0% | Added |
| Hayek Kallen Investment Management | 70,155 | $23.6M | 8.41% | −1,734−2.4% | Reduced |
| BloombergSen Inc. | 70,093 | $23.6M | 1.38% | −193−0.3% | Reduced |
| V Wealth Advisors LLC | 70,087 | $23.6M | 3.46% | +469+0.7% | Added |
| 3G Capital Partners LP | 70,000 | $23.5M | 5.00% | +45,000+180.0% | Added |
| KCL Capital, L.P. | 70,000 | $23.5M | 3.23% | +70,000 | New |
| Aigen Investment Management, LP | 71,082 | $23.5M | 1.45% | +71,082 | New |
| Intersect Capital LLC | 69,799 | $23.5M | 4.33% | −26,493−27.5% | Reduced |
| GHP Investment Advisors, Inc. | 69,744 | $23.5M | 1.67% | −3,754−5.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 69,728 | $23.5M | 1.62% | +9,783+16.3% | Added |
| Peak Asset Management, LLC | 69,633 | $23.4M | 5.40% | −2,069−2.9% | Reduced |
| Haverford Financial Services, Inc. | 69,518 | $23.4M | 5.29% | −4,465−6.0% | Reduced |
| South Street Advisors LLC | 69,410 | $23.3M | 4.09% | −51−0.1% | Reduced |
| Caxton Associates LP | 69,106 | $23.2M | 2.95% | +13,791+24.9% | Added |
| Enterprise Trust & Investment Co | 69,025 | $23.2M | 8.11% | −4,525−6.2% | Reduced |
| North Fourth Asset Management, LP | 69,000 | $23.2M | 8.11% | +10,200+17.3% | Added |
| Lowell Blake & Associates Inc. | 68,921 | $23.2M | 9.10% | +4,428+6.9% | Added |
| ARS Wealth Advisors Group, LLC | 68,889 | $23.2M | 3.89% | −999−1.4% | Reduced |
| Toth Financial Advisory Corp | 68,826 | $23.1M | 3.16% | −1,118−1.6% | Reduced |
| Focus Financial Network, Inc. | 68,758 | $23.1M | 3.39% | +2,666+4.0% | Added |
| Renaissance Investment Group LLC | 68,583 | $23.1M | 5.47% | −4,358−6.0% | Reduced |
| NEXT Financial Group, Inc | 68,499 | $23.0M | 1.51% | +931+1.4% | Added |
| Hall Laurie J Trustee | 68,482 | $23.0M | 8.16% | −2,723−3.8% | Reduced |
| Lake Street Advisors Group, LLC | 68,335 | $23.0M | 1.45% | +849+1.3% | Added |
| Farmers Trust Co | 68,312 | $23.0M | 4.73% | −3,211−4.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 68,270 | $23.0M | 4.73% | −1,969−2.8% | Reduced |
| International Assets Investment Management, LLC | 101,688 | $22.8M | 3.98% | −3,465−3.3% | Reduced |
| Camden National Bank | 67,819 | $22.8M | 4.01% | −2,207−3.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 67,680 | $22.8M | 5.55% | +1,095+1.6% | Added |
| BW Gestao de Investimentos Ltda. | 67,602 | $22.7M | 6.75% | +3,500+5.5% | Added |
| Community Bank, N.A. | 67,565 | $22.7M | 2.62% | −8,225−10.9% | Reduced |
| Leuthold Group, LLC | 67,549 | $22.7M | 2.66% | −1,652−2.4% | Reduced |
| Cheviot Value Management, LLC | 67,450 | $22.7M | 5.32% | −3,164−4.5% | Reduced |
| Ninety One SA (PTY) Ltd | 67,293 | $22.7M | 6.62% | +22,870+51.5% | Added |
| Quantinno Capital Management LP | 67,178 | $22.6M | 4.09% | +65,847+4,947.2% | Added |
| Woodmont Investment Counsel LLC | 67,171 | $22.6M | 2.89% | +1,951+3.0% | Added |
| Hoffman, Alan N Investment Management | 67,035 | $22.6M | 11.40% | +1,023+1.5% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 66,879 | $22.5M | 1.01% | −4,749−6.6% | Reduced |
| Nicollet Investment Management, Inc. | 66,834 | $22.5M | 9.04% | −1,516−2.2% | Reduced |
| Metis Global Partners, LLC | 66,815 | $22.5M | 6.25% | +66,815 | New |
| Canvas Wealth Advisors, LLC | 66,761 | $22.5M | 8.08% | +1,747+2.7% | Added |
| Buckingham Capital Management, Inc. | 66,742 | $22.4M | 3.48% | −1,868−2.7% | Reduced |
| Balasa Dinverno & Foltz LLC | 66,741 | $22.4M | 1.45% | +902+1.4% | Added |
| Soros Capital Management LLC | 66,700 | $22.4M | 6.11% | +66,700 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 66,698 | $22.4M | 3.67% | +39,108+141.7% | Added |
| Broadleaf Partners, LLC | 66,312 | $22.3M | 6.85% | −610−0.9% | Reduced |
| Knuff & Co LLC | 66,253 | $22.3M | 6.91% | +15,804+31.3% | Added |
| One Capital Management, LLC | 66,204 | $22.3M | 1.69% | +23,733+55.9% | Added |
| River Wealth Advisors LLC | 66,162 | $22.3M | 3.45% | +1,497+2.3% | Added |
| Harbour Investment Management LLC | 65,913 | $22.2M | 10.10% | −2,310−3.4% | Reduced |
| Stansberry Asset Management, LLC | 65,749 | $22.1M | 4.13% | −21,972−25.0% | Reduced |
| EULAV Asset Management | 66,033 | $22.1M | 0.56% | −2,054−3.0% | Reduced |
| Ameritas Advisory Services, LLC | 65,626 | $22.1M | 0.81% | +65,626 | New |