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 |
|---|---|---|---|---|---|
| Nixon Peabody Trust Co | 65,204 | $21.9M | 6.64% | +7,004+12.0% | Added |
| Buckhead Capital Management LLC | 64,981 | $21.9M | 4.63% | −1,284−1.9% | Reduced |
| Morse Asset Management, Inc | 64,960 | $21.8M | 4.88% | −176−0.3% | Reduced |
| Chicago Trust Co NA | 64,943 | $21.8M | 4.35% | −448−0.7% | Reduced |
| American National Bank | 64,896 | $21.8M | 4.26% | −836−1.3% | Reduced |
| Capital Planning LLC | 64,865 | $21.8M | 8.08% | +5,378+9.0% | Added |
| TruWealth Advisors, LLC | 64,709 | $21.8M | 2.20% | +1,320+2.1% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 64,662 | $21.7M | 6.40% | +308+0.5% | Added |
| Cubic Asset Management, LLC | 64,423 | $21.7M | 4.91% | −334−0.5% | Reduced |
| Light Street Capital Management, LLC | 64,305 | $21.6M | 1.29% | +23,810+58.8% | Added |
| Northstar Asset Management Inc | 64,205 | $21.6M | 5.43% | −204−0.3% | Reduced |
| Barometer Capital Management Inc. | 64,118 | $21.6M | 3.62% | +5,710+9.8% | Added |
| Rice Partnership, LLC | 64,080 | $21.6M | 6.13% | +750+1.2% | Added |
| Schwerin Boyle Capital Management Inc | 64,010 | $21.5M | 1.75% | −385−0.6% | Reduced |
| Brasada Capital Management, LP | 69,069 | $21.5M | 4.10% | +1,155+1.7% | Added |
| Ritholtz Wealth Management | 63,869 | $21.5M | 1.34% | +13,667+27.2% | Added |
| EFG Asset Management (Americas) Corp. | 63,667 | $21.5M | 3.61% | +12,430+24.3% | Added |
| Johnson Financial Group, Inc. | 63,746 | $21.4M | 1.36% | −899−1.4% | Reduced |
| Seeyond | 63,494 | $21.4M | 1.98% | +1,079+1.7% | Added |
| R.m.sincerbeaux Capital Management LLC | 63,051 | $21.2M | 12.70% | −299−0.5% | Reduced |
| Huber Capital Management LLC | 63,046 | $21.2M | 5.57% | −13,655−17.8% | Reduced |
| Trybe Capital Management LP | 62,952 | $21.2M | 11.17% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 62,746 | $21.1M | 5.91% | −592−0.9% | Reduced |
| Augustine Asset Management Inc | 62,536 | $21.0M | 10.30% | +48+0.1% | Added |
| Harvey Capital Management Inc | 62,500 | $21.0M | 6.52% | −455−0.7% | Reduced |
| Makena Capital Management LLC | 62,282 | $20.9M | 2.37% | +6,348+11.3% | Added |
| Headinvest, LLC | 62,136 | $20.9M | 3.71% | −1,370−2.2% | Reduced |
| Perennial Advisors, LLC | 62,017 | $20.9M | 5.62% | +3,861+6.6% | Added |
| Arjuna Capital | 61,997 | $20.9M | 7.63% | +79+0.1% | Added |
| Valley National Advisers Inc | 61,931 | $20.8M | 3.84% | +195+0.3% | Added |
| Essex Investment Management Co LLC | 61,858 | $20.8M | 2.38% | −225−0.4% | Reduced |
| Alpha Omega Wealth Management LLC | 68,240 | $20.8M | 3.20% | −4,090−5.7% | Reduced |
| Western Wealth Management, LLC | 61,749 | $20.8M | 2.05% | +61,749 | New |
| Hendley & Co Inc | 61,523 | $20.7M | 6.75% | −1,643−2.6% | Reduced |
| Verity & Verity, LLC | 61,439 | $20.7M | 2.95% | −18,641−23.3% | Reduced |
| Thoroughbred Financial Services, LLC | 61,416 | $20.7M | 4.33% | +1,291+2.1% | Added |
| Regal Investment Advisors LLC | 61,387 | $20.6M | 1.83% | −923−1.5% | Reduced |
| Sand Hill Global Advisors, LLC | 61,208 | $20.6M | 1.15% | −1,640−2.6% | Reduced |
| Proequities, Inc. | 61,112 | $20.6M | 1.17% | +4,199+7.4% | Added |
| Spectrum Management Group, LLC | 60,936 | $20.5M | 2.95% | +160+0.3% | Added |
| Allen Capital Group, LLC | 60,893 | $20.5M | 2.88% | +49,233+422.2% | Added |
| Marietta Investment Partners LLC | 60,852 | $20.5M | 4.32% | −53−0.1% | Reduced |
| Pavion Blue Capital, LLC | 60,789 | $20.4M | 11.87% | −2,175−3.5% | Reduced |
| Venturi Wealth Management, LLC | 60,685 | $20.4M | 1.55% | −681−1.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 60,471 | $20.3M | 1.76% | +994+1.7% | Added |
| C Partners Holding GmbH | 60,466 | $20.3M | 3.73% | −111,029−64.7% | Reduced |
| Sentry Investment Management LLC | 60,238 | $20.3M | 5.33% | −2,097−3.4% | Reduced |
| Curi Capital | 60,196 | $20.2M | 3.49% | +54,289+919.1% | Added |
| Hodges Capital Management Inc. | 60,147 | $20.2M | 1.47% | −280−0.5% | Reduced |
| PKO Investment Management Joint-Stock Co | 60,000 | $20.2M | 2.28% | −64,362−51.8% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 60,000 | $20.2M | 7.03% | 00.0% | Unchanged |
| Bornite Capital Management LP | 60,000 | $20.2M | 6.98% | +10,000+20.0% | Added |
| Maytus Capital Management, LLC | 60,000 | $20.2M | 4.67% | +30,000+100.0% | Added |
| Vident Investment Advisory, LLC | 59,960 | $20.2M | 0.52% | +12,681+26.8% | Added |
| Monarch Capital Management Inc | 59,927 | $20.2M | 5.17% | −1,026−1.7% | Reduced |
| RKL Wealth Management LLC | 59,926 | $20.2M | 2.39% | −1,072−1.8% | Reduced |
| Seizert Capital Partners, LLC | 59,632 | $20.1M | 0.90% | −47,949−44.6% | Reduced |
| American National Registered Investment Advisor, Inc. | 59,622 | $20.1M | 6.62% | −80.0% | Reduced |
| Azzad Asset Management Inc | 59,593 | $20.0M | 2.69% | +725+1.2% | Added |
| Alley Co LLC | 59,420 | $20.0M | 3.17% | +822+1.4% | Added |
| Laurel Wealth Advisors LLC | 59,394 | $20.0M | 4.18% | −907−1.5% | Reduced |
| Sirios Capital Management L P | 59,371 | $20.0M | 2.29% | −4,887−7.6% | Reduced |
| Quadrant Capital Group LLC | 59,277 | $19.9M | 2.38% | +2,828+5.0% | Added |
| Berkshire Bank | 59,271 | $19.9M | 4.42% | +451+0.8% | Added |
| Bessemer Securities LLC | 59,256 | $19.9M | 5.39% | +10,849+22.4% | Added |
| Sound View Wealth Advisors Group, LLC | 59,090 | $19.9M | 3.76% | −362−0.6% | Reduced |
| SevenBridge Financial Group, LLC | 59,081 | $19.9M | 6.01% | +345+0.6% | Added |
| Winfield Associates, Inc. | 59,068 | $19.9M | 6.62% | −457−0.8% | Reduced |
| Nishkama Capital, LLC | 58,892 | $19.8M | 5.75% | −62,530−51.5% | Reduced |
| Punch & Associates Investment Management, Inc. | 58,798 | $19.8M | 1.04% | −2,202−3.6% | Reduced |
| Middleton & Co Inc | 58,631 | $19.7M | 1.92% | −65−0.1% | Reduced |
| Diligent Investors, LLC | 58,609 | $19.7M | 5.51% | +98+0.2% | Added |
| JGP Wealth Management, LLC | 62,128 | $19.7M | 3.66% | +2,010+3.3% | Added |
| Arcadia Investment Management Corp | 58,381 | $19.6M | 3.28% | −1,445−2.4% | Reduced |
| Chicago Partners Investment Group LLC | 66,517 | $19.6M | 1.39% | +838+1.3% | Added |
| Americana Partners, LLC | 58,338 | $19.6M | 3.57% | +13,102+29.0% | Added |
| Avidian Wealth Solutions, LLC | 58,307 | $19.6M | 1.24% | +20,540+54.4% | Added |
| Regent Investment Management LLC | 58,267 | $19.6M | 4.27% | +1,885+3.3% | Added |
| Sompo Asset Management Co., Ltd. | 58,210 | $19.6M | 3.90% | −4,470−7.1% | Reduced |
| Bright Rock Capital Management, LLC | 58,000 | $19.5M | 4.43% | +10,000+20.8% | Added |
| Aaron Wealth Advisors | 57,952 | $19.5M | 5.45% | +3,088+5.6% | Added |
| Moloney Securities Asset Management, LLC | 57,856 | $19.5M | 3.31% | −1,257−2.1% | Reduced |
| Baker Ellis Asset Management LLC | 57,822 | $19.4M | 3.43% | −1,356−2.3% | Reduced |
| Sturgeon Ventures LLP | 57,790 | $19.4M | 8.96% | −2,915−4.8% | Reduced |
| Koshinski Asset Management, Inc. | 57,782 | $19.4M | 1.57% | +3,358+6.2% | Added |
| Plimoth Trust Co LLC | 57,771 | $19.4M | 4.93% | −524−0.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 57,722 | $19.4M | 9.27% | +218+0.4% | Added |
| Mirova | 57,683 | $19.4M | 2.32% | +7,763+15.6% | Added |
| Crossvault Capital Management LLC | 57,668 | $19.4M | 5.82% | +30+0.1% | Added |
| Holderness Investments Co | 57,664 | $19.4M | 5.73% | −639−1.1% | Reduced |
| Pinnbrook Capital Management LP | 57,586 | $19.4M | 15.55% | +57,586 | New |
| Independent Investors Inc | 57,504 | $19.3M | 4.13% | −250−0.4% | Reduced |
| Duncker Streett & Co Inc | 57,443 | $19.3M | 3.33% | −126−0.2% | Reduced |
| Stokes Family Office, LLC | 57,362 | $19.3M | 2.40% | +1,078+1.9% | Added |
| Allied Investment Advisors, LLC | 57,288 | $19.3M | 6.59% | −676−1.2% | Reduced |
| Inherent Group, LP | 57,069 | $19.2M | 5.07% | −42,600−42.7% | Reduced |
| Centaurus Financial, Inc. | 57,047 | $19.2M | 1.45% | +3,965+7.5% | Added |
| Glen Eagle Advisors, LLC | 57,038 | $19.2M | 4.99% | +4,066+7.7% | Added |
| Angeles Investment Advisors, LLC | 56,984 | $19.2M | 0.95% | +1,998+3.6% | Added |
| Joel Isaacson & Co., LLC | 56,983 | $19.2M | 1.32% | +765+1.4% | Added |