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
- 4,555
- +590 vs. Q3 2021
- Shares held
- 5.28B
- +8.40M (+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
- 1,951 more reduced
70 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 |
|---|---|---|---|---|---|
| Laidlaw Wealth Management LLC | 56,974 | $19.2M | 3.06% | −291−0.5% | Reduced |
| Executive Wealth Management, LLC | 56,858 | $19.1M | 1.90% | +3,325+6.2% | Added |
| Capital Investment Counsel, Inc | 56,841 | $19.1M | 3.58% | +284+0.5% | Added |
| Verdence Capital Advisors LLC | 56,836 | $19.1M | 2.25% | +125+0.2% | Added |
| Zevin Asset Management LLC | 56,834 | $19.1M | 3.44% | +1,910+3.5% | Added |
| New England Asset Management Inc | 56,816 | $19.1M | 0.29% | −4,715−7.7% | Reduced |
| Roberts Glore & Co Inc | 56,712 | $19.1M | 5.02% | −323−0.6% | Reduced |
| TrinityPoint Wealth, LLC | 56,703 | $19.1M | 3.39% | −5,319−8.6% | Reduced |
| Rench Wealth Management, Inc. | 56,633 | $19.0M | 8.59% | −1,685−2.9% | Reduced |
| Beck Bode, LLC | 56,599 | $19.0M | 4.76% | +778+1.4% | Added |
| Harber Asset Management LLC | 56,497 | $19.0M | 4.18% | +2,148+4.0% | Added |
| Aspiriant, LLC | 56,477 | $19.0M | 1.02% | +13,488+31.4% | Added |
| Comerica Securities,inc. | 56,419 | $19.0M | 1.22% | +1,479+2.7% | Added |
| WoodTrust Financial Corp | 56,342 | $18.9M | 3.92% | +1,092+2.0% | Added |
| Investment Advisory Services Inc | 56,305 | $18.9M | 10.34% | −1,869−3.2% | Reduced |
| Altavista Wealth Management, Inc. | 56,300 | $18.9M | 3.82% | +177+0.3% | Added |
| JCIC Asset Management Inc. | 56,276 | $18.9M | 5.67% | −69−0.1% | Reduced |
| Hoertkorn Richard Charles | 56,275 | $18.9M | 7.66% | −1,925−3.3% | Reduced |
| Montecito Bank & Trust | 56,230 | $18.9M | 3.35% | −82−0.1% | Reduced |
| Act Two Investors LLC | 56,128 | $18.9M | 14.88% | −126,617−69.3% | Reduced |
| McCollum Christoferson Group LLC | 55,861 | $18.8M | 4.23% | −769−1.4% | Reduced |
| Nations Financial Group Inc, | 55,743 | $18.7M | 2.47% | −3,149−5.3% | Reduced |
| Bremer Bank National Association | 55,677 | $18.7M | 3.10% | −3,349−5.7% | Reduced |
| Segment Wealth Management, LLC | 55,668 | $18.7M | 1.96% | +3,574+6.9% | Added |
| Lincoln Capital Corp | 55,653 | $18.7M | 9.00% | +369+0.7% | Added |
| Wealthcare Advisory Partners LLC | 55,588 | $18.7M | 1.12% | −4,425−7.4% | Reduced |
| Asset Planning Services Inc | 55,542 | $18.7M | 10.06% | −65−0.1% | Reduced |
| Allred Capital Management, LLC | 55,512 | $18.7M | 9.03% | −3,287−5.6% | Reduced |
| Cardinal Capital Management | 55,489 | $18.7M | 3.70% | −1,445−2.5% | Reduced |
| Mitchell Sinkler & Starr | 55,376 | $18.6M | 5.53% | +39,099+240.2% | Added |
| Cypress Asset Management Inc | 55,180 | $18.6M | 4.42% | −63−0.1% | Reduced |
| First Interstate Bank | 55,127 | $18.5M | 1.80% | −630−1.1% | Reduced |
| Stockman Wealth Management, Inc. | 55,092 | $18.5M | 3.78% | −2,412−4.2% | Reduced |
| Boyar Asset Management Inc. | 55,076 | $18.5M | 11.16% | −374−0.7% | Reduced |
| RBF Capital, LLC | 55,000 | $18.5M | 1.16% | 00.0% | Unchanged |
| Pensionfund Sabic | 54,890 | $18.5M | 3.46% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 54,877 | $18.5M | 4.70% | +960+1.8% | Added |
| GPS Wealth Strategies Group, LLC | 54,635 | $18.4M | 4.05% | +650+1.2% | Added |
| Community Financial Services Group, LLC | 54,629 | $18.4M | 4.61% | −327−0.6% | Reduced |
| YorkBridge Wealth Partners, LLC | 54,626 | $18.4M | 4.12% | −218−0.4% | Reduced |
| West Coast Financial LLC | 54,614 | $18.4M | 2.63% | −476−0.9% | Reduced |
| Grand Jean Capital Management Inc | 54,604 | $18.4M | 4.57% | +1,352+2.5% | Added |
| Edgestream Partners, L.P. | 54,580 | $18.4M | 1.14% | +1,357+2.5% | Added |
| BFSG, LLC | 54,480 | $18.3M | 2.55% | −272−0.5% | Reduced |
| Bishop Rock Capital, L.P. | 54,428 | $18.3M | 5.47% | −1,951−3.5% | Reduced |
| Zuckerman Investment Group, LLC | 54,205 | $18.2M | 2.83% | +296+0.5% | Added |
| swisspartners Ltd. | 53,409 | $18.2M | 12.90% | +215+0.4% | Added |
| Meridian Wealth Advisors, LLC | 54,080 | $18.2M | 4.42% | +321+0.6% | Added |
| Hedeker Wealth, LLC | 54,069 | $18.2M | 5.28% | −956−1.7% | Reduced |
| Flagship Harbor Advisors, LLC | 54,023 | $18.2M | 1.72% | +1,300+2.5% | Added |
| Hotaling Investment Management, LLC | 53,868 | $18.1M | 6.29% | +657+1.2% | Added |
| Cornerstone Wealth Management, LLC | 53,783 | $18.1M | 1.72% | +3,197+6.3% | Added |
| Arden Trust Co | 53,649 | $18.0M | 3.06% | −2,299−4.1% | Reduced |
| Benedict Financial Advisors Inc | 53,636 | $18.0M | 4.70% | −3,483−6.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 53,535 | $18.0M | 7.07% | +5,155+10.7% | Added |
| Hartford Financial Management Inc. | 53,533 | $18.0M | 4.19% | −604−1.1% | Reduced |
| City Holding Co | 60,185 | $18.0M | 3.00% | −2,681−4.3% | Reduced |
| Silicon Valley Community Foundation | 53,447 | $18.0M | 1.19% | +53,447 | New |
| RPG Investment Advisory, LLC | 53,369 | $17.9M | 2.79% | +110.0% | Added |
| Boston Research & Management Inc | 53,345 | $17.9M | 4.90% | −3,023−5.4% | Reduced |
| Boothbay Fund Management, LLC | 53,299 | $17.9M | 0.59% | −24,702−31.7% | Reduced |
| Tenere Capital LLC | 53,134 | $17.9M | 7.10% | +53,134 | New |
| Paragon Capital Management LLC | 53,073 | $17.9M | 8.98% | −3,260−5.8% | Reduced |
| Icapital Wealth LLC | 53,006 | $17.8M | 6.90% | +53,006 | New |
| Institute for Wealth Management, LLC. | 52,793 | $17.8M | 2.89% | −267−0.5% | Reduced |
| Elk River Wealth Management, LLC | 52,659 | $17.7M | 4.01% | +1,437+2.8% | Added |
| Money Concepts Capital Corp | 52,654 | $17.7M | 1.50% | +52,654 | New |
| Qtron Investments LLC | 52,638 | $17.7M | 4.00% | +947+1.8% | Added |
| Baker Chad R | 52,625 | $17.7M | 3.66% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 52,529 | $17.7M | 1.24% | −1,040−1.9% | Reduced |
| Strategy Asset Managers LLC | 52,325 | $17.6M | 4.57% | −3,871−6.9% | Reduced |
| Decatur Capital Management, Inc. | 52,293 | $17.6M | 10.42% | −635−1.2% | Reduced |
| Security National Bank | 52,244 | $17.6M | 3.98% | −1,057−2.0% | Reduced |
| Greenwich Wealth Management LLC | 52,212 | $17.6M | 1.43% | +180.0% | Added |
| Mattern Wealth Management LLC | 52,156 | $17.5M | 5.15% | +497+1.0% | Added |
| BKD Wealth Advisors, LLC | 52,151 | $17.5M | 0.74% | +200+0.4% | Added |
| Meristem Family Wealth, LLC | 52,121 | $17.5M | 1.50% | −1,001−1.9% | Reduced |
| CRA Financial Services, LLC | 52,117 | $17.5M | 5.21% | +323+0.6% | Added |
| Hamilton Point Investment Advisors, LLC | 52,078 | $17.5M | 4.17% | +1,188+2.3% | Added |
| Strategic Blueprint, LLC | 52,072 | $17.5M | 2.21% | +4,781+10.1% | Added |
| Minot Wealth Management LLC | 51,918 | $17.5M | 3.36% | −828−1.6% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 51,875 | $17.4M | 12.00% | −900−1.7% | Reduced |
| Scott & Selber, Inc. | 51,818 | $17.4M | 6.18% | −441−0.8% | Reduced |
| NorthRock Partners, LLC | 51,773 | $17.4M | 1.30% | +6,244+13.7% | Added |
| Schechter Investment Advisors, LLC | 51,741 | $17.4M | 1.58% | +51,741 | New |
| NTV Asset Management LLC | 51,675 | $17.4M | 2.88% | −447−0.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 51,555 | $17.3M | 1.11% | −10,623−17.1% | Reduced |
| Wills Financial Group, Inc. | 51,543 | $17.3M | 6.86% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 51,509 | $17.3M | 0.05% | −11,489−18.2% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 51,498 | $17.3M | 3.04% | +32,321+168.5% | Added |
| Good Life Advisors, LLC | 51,486 | $17.3M | 2.10% | +797+1.6% | Added |
| Jasper Ridge Partners, L.P. | 51,458 | $17.3M | 0.65% | 00.0% | Unchanged |
| Iowa State Bank | 51,339 | $17.3M | 4.06% | +3,659+7.7% | Added |
| Harbor Island Capital LLC | 51,182 | $17.2M | 7.63% | −300−0.6% | Reduced |
| Old Point Trust & Financial Services N A | 51,107 | $17.2M | 6.91% | −685−1.3% | Reduced |
| Condor Capital Management | 51,076 | $17.2M | 1.84% | −2,560−4.8% | Reduced |
| TRUE Private Wealth Advisors | 51,065 | $17.2M | 2.44% | +823+1.6% | Added |
| Bluegrass Capital Partners LP | 51,000 | $17.2M | 12.65% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 50,948 | $17.1M | 0.83% | −1,322−2.5% | Reduced |
| Farmers National Bank | 50,870 | $17.1M | 5.67% | −2,013−3.8% | Reduced |