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 |
|---|---|---|---|---|---|
| Family Management Corp | 50,854 | $17.1M | 4.44% | +717+1.4% | Added |
| First National Bank & Trust Co of Newtown | 50,831 | $17.1M | 3.29% | −1,163−2.2% | Reduced |
| Kerrisdale Advisers, LLC | 50,808 | $17.1M | 3.53% | −15,575−23.5% | Reduced |
| Winch Advisory Services, LLC | 50,697 | $17.1M | 5.64% | −319−0.6% | Reduced |
| Oakworth Capital, Inc. | 50,653 | $17.0M | 1.45% | +1,764+3.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 50,574 | $17.0M | 0.84% | +2,040+4.2% | Added |
| Sphera Funds Management Ltd. | 50,536 | $17.0M | 2.02% | −17,000−25.2% | Reduced |
| HCR Wealth Advisors | 50,459 | $17.0M | 2.63% | +3,067+6.5% | Added |
| Fragasso Group Inc. | 50,441 | $17.0M | 2.00% | −1,278−2.5% | Reduced |
| American Money Management, LLC | 50,349 | $16.9M | 4.39% | +355+0.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 50,296 | $16.9M | 1.46% | −2,098−4.0% | Reduced |
| Confluence Wealth Services, Inc. | 50,284 | $16.9M | 5.45% | +50,284 | New |
| Lake Street Financial LLC | 50,272 | $16.9M | 2.98% | +9,605+23.6% | Added |
| WESPAC Advisors SoCal, LLC | 54,706 | $16.9M | 5.16% | +536+1.0% | Added |
| Cadence Bank NA | 50,081 | $16.8M | 4.59% | −395−0.8% | Reduced |
| Grandview Asset Management LLC | 50,073 | $16.8M | 6.77% | +50,073 | New |
| Codex Capital, L.L.C. | 50,100 | $16.8M | 8.75% | −2,000−3.8% | Reduced |
| Ervin Investment Management, LLC | 50,041 | $16.8M | 13.46% | +50,041 | New |
| Telemark Asset Management, LLC | 50,000 | $16.8M | 1.20% | 00.0% | Unchanged |
| Osher Van de Voorde Investment Management | 49,943 | $16.8M | 3.71% | −7,776−13.5% | Reduced |
| Zions Bancorporation, N.A. | 49,881 | $16.8M | 1.48% | +2,664+5.6% | Added |
| David J Yvars Group | 49,823 | $16.8M | 10.35% | −2,901−5.5% | Reduced |
| Capital City Trust Co | 49,753 | $16.7M | 4.75% | −505−1.0% | Reduced |
| Valmark Advisers, Inc. | 49,726 | $16.7M | 0.29% | +743+1.5% | Added |
| Valicenti Advisory Services Inc | 49,699 | $16.7M | 4.16% | +2,116+4.4% | Added |
| McGuire Investment Group, LLC | 49,610 | $16.7M | 2.75% | −1,206−2.4% | Reduced |
| AMJ Financial Wealth Management | 49,604 | $16.7M | 6.02% | +3,549+7.7% | Added |
| Glassman Wealth Services | 49,602 | $16.7M | 3.07% | +4,543+10.1% | Added |
| CFM Wealth Partners LLC | 49,817 | $16.7M | 3.72% | +1,608+3.3% | Added |
| Financial Insights, Inc. | 49,566 | $16.7M | 14.38% | −107−0.2% | Reduced |
| Circle Wealth Management, LLC | 49,504 | $16.6M | 2.17% | +994+2.0% | Added |
| Benin Management CORP | 49,426 | $16.6M | 5.03% | −3,686−6.9% | Reduced |
| Rowland & Co Investment Counsel | 49,402 | $16.6M | 3.72% | −8,500−14.7% | Reduced |
| Stanley-Laman Group, Ltd. | 49,244 | $16.6M | 1.95% | +4,667+10.5% | Added |
| Capital Planning Advisors, LLC | 49,146 | $16.5M | 3.15% | +1,077+2.2% | Added |
| Boyd Watterson Asset Management LLC | 49,126 | $16.5M | 5.49% | −226−0.5% | Reduced |
| Taylor Wealth Management Partners | 49,054 | $16.5M | 5.81% | −978−2.0% | Reduced |
| Broderick Brian C | 49,029 | $16.5M | 3.97% | −162−0.3% | Reduced |
| Atlas Capital Advisors LLC | 48,998 | $16.5M | 2.46% | −343−0.7% | Reduced |
| Whalerock Point Partners, LLC | 48,981 | $16.5M | 5.64% | +985+2.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 48,438 | $16.4M | 4.80% | −28,594−37.1% | Reduced |
| Wayfinding Financial, LLC | 54,774 | $16.4M | 13.17% | +54,774 | New |
| Northwest Bancshares, Inc. | 48,802 | $16.4M | 3.23% | −3,577−6.8% | Reduced |
| Virtue Capital Management, LLC | 48,638 | $16.4M | 2.41% | +4,478+10.1% | Added |
| Signature Estate & Investment Advisors LLC | 48,633 | $16.4M | 0.73% | +351+0.7% | Added |
| Bank of New Hampshire | 48,583 | $16.3M | 3.97% | −1,406−2.8% | Reduced |
| Hohimer Wealth Management, LLC | 48,493 | $16.3M | 3.44% | −1,000−2.0% | Reduced |
| NatWest Group plc | 48,481 | $16.3M | 8.40% | −15,010−23.6% | Reduced |
| Jump Financial, LLC | 48,439 | $16.3M | 1.02% | +40,636+520.8% | Added |
| Zhang Financial LLC | 48,413 | $16.3M | 2.89% | +33,694+228.9% | Added |
| Avantax Planning Partners, Inc. | 48,188 | $16.2M | 0.67% | +1,333+2.8% | Added |
| Wells Trecaso Financial Group, LLC | 48,179 | $16.2M | 7.05% | −3,551−6.9% | Reduced |
| Proficio Capital Partners LLC | 48,181 | $16.2M | 2.25% | −1,489−3.0% | Reduced |
| Kore Private Wealth LLC | 48,163 | $16.2M | 1.97% | −19,102−28.4% | Reduced |
| TLW Wealth Management, LLC | 48,094 | $16.2M | 8.62% | +50.0% | Added |
| Barings LLC | 47,931 | $16.1M | 0.42% | −3,379−6.6% | Reduced |
| Wall Street Access Asset Management, LLC | 47,870 | $16.1M | 8.56% | −25,930−35.1% | Reduced |
| Univest Financial Corp | 47,827 | $16.1M | 4.10% | −1,743−3.5% | Reduced |
| Bulltick Wealth Management, LLC | 47,821 | $16.1M | 3.28% | +98+0.2% | Added |
| Swarthmore Group Inc | 47,822 | $16.1M | 3.82% | −1,625−3.3% | Reduced |
| AXS Investments LLC | 47,821 | $16.1M | 3.81% | +43,129+919.2% | Added |
| Argyle Capital Management Inc. | 47,675 | $16.0M | 5.00% | −1,890−3.8% | Reduced |
| Chapman Investment Management, LLC | 47,537 | $16.0M | 7.31% | +3,091+7.0% | Added |
| Rothschild Capital Partners, LLC | 47,470 | $16.0M | 4.76% | +454+1.0% | Added |
| 9258 Wealth Management, LLC | 47,357 | $15.9M | 3.65% | −123−0.3% | Reduced |
| Carderock Capital Management Inc | 47,156 | $15.9M | 3.81% | +3,458+7.9% | Added |
| Forum Financial Management, LP | 47,106 | $15.8M | 0.81% | +47,106 | New |
| Altrafin AG | 47,002 | $15.8M | 5.71% | +47,002 | New |
| First Sabrepoint Capital Management LP | 47,000 | $15.8M | 4.58% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 46,992 | $15.8M | 1.14% | +1,656+3.7% | Added |
| Chase Investment Counsel Corp | 46,963 | $15.8M | 6.33% | −44−0.1% | Reduced |
| Central Bank & Trust Co | 46,944 | $15.8M | 2.44% | −196−0.4% | Reduced |
| Tamar Securities, LLC | 46,899 | $15.8M | 4.65% | −5,651−10.8% | Reduced |
| NBW Capital LLC | 46,866 | $15.8M | 3.51% | −1,537−3.2% | Reduced |
| Somerset Trust Co | 46,842 | $15.8M | 5.74% | −4,186−8.2% | Reduced |
| Pennant Investors, LP | 46,787 | $15.7M | 5.53% | −12,000−20.4% | Reduced |
| Steamboat Capital Partners, LLC | 46,597 | $15.7M | 4.79% | +6,228+15.4% | Added |
| Journey Advisory Group, LLC | 46,567 | $15.7M | 4.33% | +7,931+20.5% | Added |
| Iyo Bank, Ltd. | 46,455 | $15.6M | 4.77% | +46,455 | New |
| Timber Creek Capital Management LLC | 46,451 | $15.6M | 4.65% | +420+0.9% | Added |
| Consolidated Capital Management, LLC | 46,237 | $15.6M | 6.89% | −1,822−3.8% | Reduced |
| Bonness Enterprises Inc | 46,200 | $15.5M | 7.18% | −200−0.4% | Reduced |
| Legacy Private Trust Co. | 46,196 | $15.5M | 1.17% | +5,773+14.3% | Added |
| Texas Yale Capital Corp. | 46,145 | $15.5M | 0.79% | +990+2.2% | Added |
| Cumberland Advisors Inc | 46,128 | $15.5M | 3.25% | +1,190+2.6% | Added |
| Miller Wealth Advisors, LLC | 46,128 | $15.5M | 10.44% | +46,128 | New |
| Jaffetilchin Investment Partners, LLC | 46,102 | $15.5M | 1.47% | +989+2.2% | Added |
| GPM Growth Investors, Inc. | 45,983 | $15.5M | 7.70% | −399−0.9% | Reduced |
| Patten Group, Inc. | 45,977 | $15.5M | 4.09% | −560−1.2% | Reduced |
| Asset Dedication, LLC | 45,948 | $15.4M | 1.86% | −847−1.8% | Reduced |
| Harbour Investments, Inc. | 45,874 | $15.4M | 0.92% | −48,405−51.3% | Reduced |
| Annex Advisory Services, LLC | 45,810 | $15.4M | 1.06% | −6,875−13.0% | Reduced |
| Advisor Resource Council | 45,799 | $15.4M | 1.20% | +27,815+154.7% | Added |
| Lincoln Capital LLC | 45,765 | $15.4M | 3.81% | −198−0.4% | Reduced |
| Biondo Investment Advisors, LLC | 45,648 | $15.4M | 2.56% | −510−1.1% | Reduced |
| Keebeck Wealth Management, LLC | 45,685 | $15.4M | 2.74% | +1,010+2.3% | Added |
| West Branch Capital LLC | 45,543 | $15.3M | 6.52% | +1,340+3.0% | Added |
| Centre Asset Management, LLC | 45,510 | $15.3M | 7.75% | −3,366−6.9% | Reduced |
| Armstrong Shaw Associates Inc | 45,491 | $15.3M | 12.45% | −152−0.3% | Reduced |
| Trustcore Financial Services, LLC | 45,422 | $15.3M | 1.73% | −6,431−12.4% | Reduced |