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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Analyst IMS Investment Management Services Ltd. | 44,932 | $15.2M | 1.45% | −1,931−4.1% | Reduced |
| Hall Capital Management Co Inc | 45,306 | $15.2M | 8.62% | −2,124−4.5% | Reduced |
| Bourgeon Capital Management LLC | 45,285 | $15.2M | 3.14% | −562−1.2% | Reduced |
| WBH Advisory Inc | 45,241 | $15.2M | 1.74% | −1,331−2.9% | Reduced |
| Investment Management of Virginia LLC | 45,183 | $15.2M | 2.45% | +5,566+14.0% | Added |
| Soditic Asset Management LLP | 45,090 | $15.2M | 7.81% | −10,700−19.2% | Reduced |
| Gabalex Capital Management LLC | 45,000 | $15.1M | 6.43% | 00.0% | Unchanged |
| Bizma Investimentos Ltda | 45,000 | $15.1M | 8.86% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 44,987 | $15.1M | 2.96% | +45+0.1% | Added |
| New Millennium Group LLC | 44,923 | $15.1M | 11.48% | +44,923 | New |
| Andra AP-fonden | 44,900 | $15.1M | 0.31% | −6,000−11.8% | Reduced |
| AlphaStar Capital Management, LLC | 48,634 | $15.1M | 1.20% | +2,165+4.7% | Added |
| Inlet Private Wealth, LLC | 44,762 | $15.1M | 3.65% | −199−0.4% | Reduced |
| Muhlenkamp & Co Inc | 44,675 | $15.0M | 5.24% | −26−0.1% | Reduced |
| Wisconsin Capital Management LLC | 44,636 | $15.0M | 6.17% | −280−0.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 44,625 | $15.0M | 4.88% | −3,669−7.6% | Reduced |
| Soltis Investment Advisors LLC | 44,600 | $15.0M | 2.12% | +3,195+7.7% | Added |
| Ascent Group, LLC | 50,668 | $15.0M | 1.91% | +50,668 | New |
| Salem Capital Management Inc | 44,573 | $15.0M | 7.78% | −1,125−2.5% | Reduced |
| NVWM, LLC | 44,575 | $15.0M | 4.67% | +3,685+9.0% | Added |
| Wealthsource Partners, LLC | 44,420 | $14.9M | 1.20% | −2,965−6.3% | Reduced |
| Quantum Private Wealth, LLC | 44,363 | $14.9M | 5.65% | +44,363 | New |
| First Washington CORP | 44,359 | $14.9M | 5.77% | −171−0.4% | Reduced |
| Fieldpoint Private Securities, LLC | 44,338 | $14.9M | 2.92% | −224−0.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 44,325 | $14.9M | 4.39% | −274−0.6% | Reduced |
| NEIRG Wealth Management, LLC | 44,320 | $14.9M | 2.86% | +44,320 | New |
| Baugh & Associates, LLC | 44,308 | $14.9M | 8.23% | −209−0.5% | Reduced |
| Bensler, LLC | 44,286 | $14.9M | 4.15% | +44,286 | New |
| Schaper Benz & Wise Investment Counsel Inc | 44,276 | $14.9M | 1.20% | +81+0.2% | Added |
| Nicholas Investment Partners, LP | 44,251 | $14.9M | 0.94% | +25,161+131.8% | Added |
| Capital Investment Advisory Services, LLC | 44,148 | $14.8M | 1.76% | −298−0.7% | Reduced |
| Duff & Phelps Investment Management Co | 44,144 | $14.8M | 0.17% | −2,943−6.3% | Reduced |
| Resonate Capital, LLC | 44,142 | $14.8M | 12.92% | +44,142 | New |
| Isthmus Partners, LLC | 44,079 | $14.8M | 2.49% | −1,282−2.8% | Reduced |
| Arkadios Wealth Advisors | 44,060 | $14.8M | 1.99% | +2,108+5.0% | Added |
| Compton Capital Management Inc | 44,035 | $14.8M | 3.85% | +1,754+4.1% | Added |
| Stoneridge Investment Partners LLC | 43,989 | $14.8M | 6.82% | −2,541−5.5% | Reduced |
| Barrier Capital Management, LLC | 43,859 | $14.8M | 12.51% | +43,859 | New |
| Hamilton Wealth, LLC | 43,853 | $14.7M | 6.59% | +781+1.8% | Added |
| Birinyi Associates Inc | 43,724 | $14.7M | 4.61% | −740−1.7% | Reduced |
| Boston Partners | 44,158 | $14.7M | 0.02% | −3,696−7.7% | Reduced |
| Abbot Financial Management, Inc. | 43,614 | $14.7M | 6.55% | −1,277−2.8% | Reduced |
| Sofos Investments, Inc. | 18,741 | $14.7M | 1.15% | +14,081+302.2% | Added |
| GFS Advisors, LLC | 43,465 | $14.6M | 2.41% | +16,605+61.8% | Added |
| Rehmann Capital Advisory Group | 43,296 | $14.6M | 1.35% | −1,107−2.5% | Reduced |
| Keystone Financial Group | 43,174 | $14.5M | 2.38% | −327−0.8% | Reduced |
| Kayak Investment Partners LLC | 43,157 | $14.5M | 5.86% | −76,671−64.0% | Reduced |
| Summit Financial, LLC | 43,151 | $14.5M | 1.11% | +9,113+26.8% | Added |
| McGinn Investment Management, Inc. | 43,143 | $14.5M | 9.59% | +373+0.9% | Added |
| Gardner Lewis Asset Management L P | 43,096 | $14.5M | 2.80% | +7,014+19.4% | Added |
| Rodgers Brothers Inc. | 42,898 | $14.4M | 2.57% | −150−0.3% | Reduced |
| Formidable Asset Management, LLC | 43,632 | $14.4M | 2.77% | −1,451−3.2% | Reduced |
| Clear Harbor Asset Management, LLC | 42,872 | $14.4M | 1.58% | +131+0.3% | Added |
| Great Diamond Partners, LLC | 42,864 | $14.4M | 3.71% | −676−1.6% | Reduced |
| HWG Holdings LP | 42,802 | $14.4M | 6.76% | +42,802 | New |
| McKinley Carter Wealth Services, Inc. | 42,690 | $14.4M | 1.07% | −1,831−4.1% | Reduced |
| Private Capital Advisors, Inc. | 42,672 | $14.4M | 2.29% | −1,995−4.5% | Reduced |
| Fairfield, Bush & Co. | 42,535 | $14.3M | 6.88% | −33,388−44.0% | Reduced |
| Exane Asset Management | 42,455 | $14.3M | 3.73% | +3,793+9.8% | Added |
| Marietta Wealth Management, LLC | 42,439 | $14.3M | 2.87% | −1,069−2.5% | Reduced |
| Portland Global Advisors LLC | 42,401 | $14.3M | 2.38% | −524−1.2% | Reduced |
| Stonnington Group, LLC | 45,254 | $14.3M | 3.07% | −1,333−2.9% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 42,248 | $14.2M | 2.83% | +2,817+7.1% | Added |
| Budros, Ruhlin & Roe, Inc. | 42,203 | $14.2M | 1.54% | −1,920−4.4% | Reduced |
| SOA Wealth Advisors, LLC. | 41,829 | $14.2M | 3.44% | +581+1.4% | Added |
| Force Hill Capital Management LP | 42,200 | $14.2M | 4.22% | +4,620+12.3% | Added |
| Coastal Investment Advisors, Inc. | 42,054 | $14.1M | 3.11% | +2,418+6.1% | Added |
| Benson Investment Management Company, Inc. | 41,973 | $14.1M | 6.85% | −140−0.3% | Reduced |
| Aj Wealth Strategies, LLC | 41,967 | $14.1M | 0.67% | +2,443+6.2% | Added |
| Silverlake Wealth Management LLC | 41,931 | $14.1M | 7.58% | +41,931 | New |
| DT Investment Partners, LLC | 41,910 | $14.1M | 1.83% | −9,898−19.1% | Reduced |
| Royal Fund Management, LLC | 41,890 | $14.1M | 2.02% | +305+0.7% | Added |
| Cornerstone Wealth Group, LLC | 41,796 | $14.1M | 2.41% | +594+1.4% | Added |
| Gryphon Financial Partners LLC | 41,726 | $14.0M | 2.78% | +15,403+58.5% | Added |
| Physicians Financial Services, Inc. | 41,663 | $14.0M | 5.18% | −660−1.6% | Reduced |
| Gordian Capital Singapore Pte Ltd | 41,606 | $14.0M | 11.16% | +41,606 | New |
| Cohen Lawrence B | 41,587 | $14.0M | 5.46% | −5,818−12.3% | Reduced |
| Baldwin Investment Management, LLC | 41,555 | $14.0M | 3.66% | −582−1.4% | Reduced |
| Cordatus Wealth Management LLC | 41,513 | $14.0M | 4.09% | +41,513 | New |
| Financial Architects, Inc | 41,414 | $13.9M | 1.88% | +616+1.5% | Added |
| Legacy Wealth Management, LLC | 41,398 | $13.9M | 7.13% | +25+0.1% | Added |
| Cutler Group LP | 41,385 | $13.9M | 0.96% | +8,941+27.6% | Added |
| Live Oak Private Wealth LLC | 41,313 | $13.9M | 2.61% | −554−1.3% | Reduced |
| Lawson Kroeker Investment Management Inc | 41,307 | $13.9M | 4.31% | −115−0.3% | Reduced |
| Nkcfo LLC | 41,175 | $13.8M | 4.45% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 41,122 | $13.8M | 2.64% | −1,102−2.6% | Reduced |
| Morton Capital Management LLC | 40,901 | $13.8M | 5.62% | +40,901 | New |
| CFO4Life Group, LLC | 40,791 | $13.7M | 2.84% | +847+2.1% | Added |
| In-Depth Partners, LLC | 40,752 | $13.7M | 8.32% | +40,752 | New |
| Interval Partners, LP | 40,750 | $13.7M | 0.93% | +13,750+50.9% | Added |
| Johanson Financial Advisors, Inc. | 40,708 | $13.7M | 4.19% | −132−0.3% | Reduced |
| Bar Harbor Trust Services | 40,588 | $13.7M | 3.65% | −472−1.1% | Reduced |
| Morningstar Investment Management LLC | 40,586 | $13.7M | 2.07% | +40,586 | New |
| Lee Capital Holdings LLC | 40,539 | $13.6M | 7.17% | −4,410−9.8% | Reduced |
| Parkwood LLC | 40,428 | $13.6M | 2.40% | −5,973−12.9% | Reduced |
| Kidder Stephen W | 40,384 | $13.6M | 4.12% | −4,745−10.5% | Reduced |
| Puzo Michael J | 40,379 | $13.6M | 3.84% | +852+2.2% | Added |
| Chelsea Counsel Co | 40,304 | $13.6M | 5.87% | −492−1.2% | Reduced |
| Advisory Research Inc | 40,162 | $13.5M | 1.06% | −952−2.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 40,159 | $13.5M | 1.41% | +364+0.9% | Added |