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 |
|---|---|---|---|---|---|
| Tiemann Investment Advisors, LLC | 40,092 | $13.5M | 5.70% | −769−1.9% | Reduced |
| Torray LLC | 40,006 | $13.5M | 1.98% | −40.0% | Reduced |
| Union Heritage Capital, LLC | 40,000 | $13.5M | 6.30% | −12,000−23.1% | Reduced |
| Harbor Capital Advisors, Inc. | 39,952 | $13.4M | 4.89% | +39,952 | New |
| Mayflower Financial Advisors, LLC | 39,865 | $13.4M | 1.78% | +108+0.3% | Added |
| Trustmark National Bank Trust Department | 39,866 | $13.4M | 1.02% | −768−1.9% | Reduced |
| LGT Fund Management Co Ltd. | 39,800 | $13.4M | 3.86% | +39,800 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39,712 | $13.4M | 1.10% | −895−2.2% | Reduced |
| Jackson Square Capital, LLC | 39,702 | $13.4M | 3.84% | +1,250+3.3% | Added |
| Biltmore Family Office, LLC | 39,668 | $13.3M | 2.54% | +8,326+26.6% | Added |
| Moser Wealth Advisors, LLC | 39,666 | $13.3M | 8.07% | −8,184−17.1% | Reduced |
| Clear Street Markets LLC | 39,550 | $13.3M | 1.19% | +20,104+103.4% | Added |
| Insight Wealth Strategies, LLC | 39,543 | $13.3M | 1.90% | −2,769−6.5% | Reduced |
| Graypoint LLC | 39,510 | $13.3M | 1.39% | +2,198+5.9% | Added |
| Leverage Partners Absolute Return Fund SPC | 39,480 | $13.3M | 7.64% | +85+0.2% | Added |
| Hanson & Doremus Investment Management | 39,425 | $13.3M | 2.84% | +252+0.6% | Added |
| Pegasus Asset Management, Inc. | 39,370 | $13.2M | 5.43% | −30.0% | Reduced |
| WealthPLAN Partners, LLC | 42,541 | $13.2M | 0.87% | −389−0.9% | Reduced |
| Archford Capital Strategies, LLC | 39,324 | $13.2M | 3.02% | −855−2.1% | Reduced |
| Bellecapital International Ltd. | 39,286 | $13.2M | 3.77% | +564+1.5% | Added |
| Ravenstone Capital Management Inc. | 39,264 | $13.2M | 8.27% | −508−1.3% | Reduced |
| Smithbridge Asset Management Inc | 39,258 | $13.2M | 4.02% | −649−1.6% | Reduced |
| Old Second National Bank of Aurora | 56,907 | $13.2M | 3.91% | +4,917+9.5% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 39,243 | $13.2M | 2.19% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 41,194 | $13.1M | 1.78% | +2,648+6.9% | Added |
| Harrell Investment Partners, LLC | 38,985 | $13.1M | 4.03% | +482+1.3% | Added |
| Traynor Capital Management, Inc. | 38,920 | $13.1M | 1.55% | +1,188+3.1% | Added |
| Vectors Research Management, LLC | 38,874 | $13.1M | 2.76% | +8,591+28.4% | Added |
| Liberty One Investment Management, LLC | 38,862 | $13.1M | 1.97% | +311+0.8% | Added |
| Avestar Capital, LLC | 38,860 | $13.1M | 2.39% | +1,347+3.6% | Added |
| Q Capital Solutions | 38,791 | $13.0M | 8.21% | −659−1.7% | Reduced |
| First Personal Financial Services | 38,727 | $13.0M | 2.92% | +432+1.1% | Added |
| RSM US Wealth Management LLC | 38,656 | $13.0M | 0.63% | −160−0.4% | Reduced |
| Corsair Capital Management, L.P. | 38,607 | $13.0M | 2.44% | −1,112−2.8% | Reduced |
| Trust Co of Oklahoma | 38,467 | $12.9M | 4.37% | −1,800−4.5% | Reduced |
| American Trust | 38,293 | $12.9M | 0.98% | +38,293 | New |
| Keel Point, LLC | 38,254 | $12.9M | 1.87% | +190.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 38,251 | $12.9M | 2.59% | +2,425+6.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 38,196 | $12.8M | 1.59% | +18,954+98.5% | Added |
| BerganKDV Wealth Management, LLC | 38,106 | $12.8M | 1.34% | +740+2.0% | Added |
| Wealth Advisors of Tampa Bay, LLC | 37,998 | $12.8M | 3.13% | +19,253+102.7% | Added |
| Kesler, Norman & Wride, LLC | 37,907 | $12.7M | 2.70% | +57+0.2% | Added |
| Sargent Bickham Lagudis LLC | 37,882 | $12.7M | 0.96% | +1,286+3.5% | Added |
| Sargent Investment Group, LLC | 37,843 | $12.7M | 2.90% | −1,139−2.9% | Reduced |
| Brown Advisory Securities, LLC | 37,819 | $12.7M | 5.42% | −23,451−38.3% | Reduced |
| Soundmark Wealth Management, LLC | 37,654 | $12.7M | 8.66% | −30,873−45.1% | Reduced |
| John G Ullman & Associates Inc | 37,597 | $12.6M | 1.74% | −468−1.2% | Reduced |
| Horan Capital Advisors, LLC. | 37,564 | $12.6M | 5.01% | +848+2.3% | Added |
| Whitener Capital Management, Inc. | 37,507 | $12.6M | 4.51% | +889+2.4% | Added |
| Endurance Wealth Management, Inc. | 37,485 | $12.6M | 1.36% | −280−0.7% | Reduced |
| Washington Trust Advisors, Inc. | 37,407 | $12.6M | 0.85% | +37,407 | New |
| Vishria Bird Financial Group, LLC | 37,367 | $12.6M | 5.85% | +434+1.2% | Added |
| S&T Bank | 37,346 | $12.6M | 1.83% | −929−2.4% | Reduced |
| Bank Ozk | 37,342 | $12.6M | 5.12% | −800−2.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 37,243 | $12.5M | 3.28% | +89+0.2% | Added |
| BDO Wealth Advisors, LLC | 37,233 | $12.5M | 1.33% | +25+0.1% | Added |
| Berger Financial Group, Inc | 37,070 | $12.5M | 1.65% | +12,760+52.5% | Added |
| Brave Asset Management Inc | 37,032 | $12.5M | 3.41% | +788+2.2% | Added |
| Marcum Wealth, LLC | 37,017 | $12.4M | 1.73% | −220−0.6% | Reduced |
| Aevitas Wealth Management, Inc. | 37,016 | $12.4M | 7.42% | −809−2.1% | Reduced |
| Crewe Advisors LLC | 36,990 | $12.4M | 2.53% | +494+1.4% | Added |
| Bill Few Associates, Inc. | 36,977 | $12.4M | 6.44% | +36,977 | New |
| Penbrook Management LLC | 36,946 | $12.4M | 7.49% | −840−2.2% | Reduced |
| Roman Butler Fullerton & Co | 36,941 | $12.4M | 5.49% | +89+0.2% | Added |
| Spreng Capital Management, Inc. | 36,939 | $12.4M | 7.16% | −101−0.3% | Reduced |
| Trust Co of Kansas | 36,908 | $12.4M | 6.58% | −11,721−24.1% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 36,860 | $12.4M | 0.45% | +9,788+36.2% | Added |
| Selway Asset Management | 36,725 | $12.4M | 5.85% | +2,120+6.1% | Added |
| F&V Capital Management, LLC | 36,699 | $12.3M | 4.14% | +3,260+9.7% | Added |
| Orca Investment Management, LLC | 36,635 | $12.3M | 10.12% | −933−2.5% | Reduced |
| Marshall & Sullivan Inc | 36,602 | $12.3M | 5.94% | +148+0.4% | Added |
| Roberts Wealth Advisors, LLC | 36,761 | $12.3M | 4.43% | −269−0.7% | Reduced |
| Karp Capital Management Corp | 36,548 | $12.3M | 1.54% | +1,200+3.4% | Added |
| Aries Wealth Management | 36,545 | $12.3M | 4.68% | +355+1.0% | Added |
| Resource Management, LLC | 36,544 | $12.3M | 1.27% | +635+1.8% | Added |
| J. W. Coons Advisors, LLC | 36,480 | $12.3M | 3.71% | −601−1.6% | Reduced |
| Tiedemann Advisors, LLC | 36,472 | $12.3M | 0.60% | −652−1.8% | Reduced |
| Westwood Wealth Management | 36,455 | $12.3M | 7.62% | +36,455 | New |
| AIMZ Investment Advisors, LLC | 36,266 | $12.2M | 4.75% | +271+0.8% | Added |
| Pekin Hardy Strauss, Inc. | 36,250 | $12.2M | 1.66% | −190−0.5% | Reduced |
| GM Advisory Group, Inc. | 36,208 | $12.2M | 1.08% | −37−0.1% | Reduced |
| Potrero Capital Research LLC | 36,194 | $12.2M | 3.63% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 36,175 | $12.2M | 6.31% | −1,250−3.3% | Reduced |
| Jacobi Capital Management LLC | 36,132 | $12.2M | 1.45% | +707+2.0% | Added |
| Summit Trail Advisors, LLC | 36,122 | $12.1M | 0.78% | +5,507+18.0% | Added |
| Stokes Capital Advisors, LLC | 36,097 | $12.1M | 3.61% | −1,065−2.9% | Reduced |
| White Pine Capital LLC | 35,996 | $12.1M | 3.58% | −637−1.7% | Reduced |
| Mattern Capital Management, LLC | 35,957 | $12.1M | 2.12% | −4,015−10.0% | Reduced |
| Banco de Sabadell, S.A | 35,833 | $12.1M | 6.78% | +15,517+76.4% | Added |
| Symphony Financial, Ltd. Co. | 36,088 | $12.1M | 3.38% | +5,644+18.5% | Added |
| GraniteShares Advisors LLC | 35,874 | $12.1M | 5.58% | +35,874 | New |
| M. Kulyk & Associates, LLC | 35,871 | $12.1M | 3.12% | +4,047+12.7% | Added |
| Paradigm Financial Partners, LLC | 35,806 | $12.0M | 2.53% | +450+1.3% | Added |
| Intact Investment Management Inc. | 35,800 | $12.0M | 0.31% | −2,800−7.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 35,767 | $12.0M | 3.97% | −70.0% | Reduced |
| Tranquility Partners, LLC | 35,758 | $12.0M | 5.57% | −84−0.2% | Reduced |
| Enterprise Bank & Trust Co | 35,729 | $12.0M | 4.20% | −905−2.5% | Reduced |
| F/M Investments LLC | 35,675 | $12.0M | 8.78% | −2,411−6.3% | Reduced |
| Apella Capital, LLC | 35,646 | $12.0M | 1.53% | +2,014+6.0% | Added |
| Summit Financial Group Inc | 35,643 | $12.0M | 3.90% | −1,052−2.9% | Reduced |