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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 44,085 | $12.0M | 1.07% | −2,243−4.8% | Reduced |
| Platform Technology Partners | 35,568 | $12.0M | 5.26% | −304−0.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 35,540 | $12.0M | 2.55% | +2,699+8.2% | Added |
| Sage Capital Advisors,llc | 39,342 | $11.9M | 4.53% | +647+1.7% | Added |
| IFG Advisory, LLC | 35,482 | $11.9M | 1.16% | +428+1.2% | Added |
| Martin & Co Inc | 35,478 | $11.9M | 2.73% | −3,151−8.2% | Reduced |
| Cooper Financial Group | 35,462 | $11.9M | 4.50% | −2,566−6.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,446 | $11.9M | 3.41% | +649+1.9% | Added |
| Taika Capital, LP | 35,575 | $11.9M | 9.41% | +35,575 | New |
| Horizon Wealth Management, LLC | 35,376 | $11.9M | 3.47% | +35,376 | New |
| Radnor Capital Management, LLC | 35,366 | $11.9M | 2.94% | +35,366 | New |
| Castleview Partners, LLC | 3,992,816 | $11.9M | 0.10% | +3,992,816 | New |
| White Pine Investment CO | 35,212 | $11.8M | 3.94% | −952−2.6% | Reduced |
| Cramer Rosenthal McGlynn LLC | 35,205 | $11.8M | 0.38% | +1,483+4.4% | Added |
| Cornerstone Advisory, LLC | 35,175 | $11.8M | 1.70% | −723−2.0% | Reduced |
| Advanced Asset Management Advisors Inc | 35,161 | $11.8M | 2.45% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 35,121 | $11.8M | 6.97% | −314−0.9% | Reduced |
| 44 Wealth Management LLC | 34,947 | $11.8M | 4.08% | −301−0.9% | Reduced |
| Greenline Partners, LLC | 34,932 | $11.7M | 2.21% | +756+2.2% | Added |
| Humankind Investments LLC | 34,897 | $11.7M | 4.73% | −102−0.3% | Reduced |
| Permanens Capital L.P. | 34,884 | $11.7M | 1.85% | +2,339+7.2% | Added |
| Front Row Advisors LLC | 34,756 | $11.7M | 4.36% | +135+0.4% | Added |
| Wealth Advisors, Inc. | 34,604 | $11.6M | 4.04% | −57−0.2% | Reduced |
| Pegasus Partners Ltd. | 34,565 | $11.6M | 2.03% | −3,899−10.1% | Reduced |
| Core Alternative Capital | 38,456 | $11.6M | 2.34% | +170.0% | Added |
| Financial Partners Group, Inc | 37,362 | $11.6M | 2.54% | +130+0.3% | Added |
| Unionview, LLC | 34,540 | $11.6M | 10.86% | +34,540 | New |
| My Personal CFO, LLC | 34,533 | $11.6M | 10.12% | +34,533 | New |
| Hollow Brook Wealth Management LLC | 34,507 | $11.6M | 5.95% | +1,055+3.2% | Added |
| Harbour Capital Advisors, LLC | 34,475 | $11.6M | 2.85% | +90+0.3% | Added |
| Northstar Asset Management LLC | 34,470 | $11.6M | 2.72% | +1,069+3.2% | Added |
| Concorde Financial Corp | 35,092 | $11.6M | 7.29% | +35,092 | New |
| Legacy Capital Partners, Inc. | 34,441 | $11.6M | 3.75% | −630−1.8% | Reduced |
| Contravisory Investment Management, Inc. | 34,444 | $11.6M | 3.13% | −1,047−3.0% | Reduced |
| Chronos Wealth Management, LLC | 34,403 | $11.6M | 7.01% | −752−2.1% | Reduced |
| Avitas Wealth Management LLC | 34,393 | $11.6M | 1.94% | +879+2.6% | Added |
| Uncommon Cents Investing LLC | 34,265 | $11.5M | 4.32% | −243−0.7% | Reduced |
| Foundations Investment Advisors, LLC | 36,091 | $11.5M | 0.43% | +3,037+9.2% | Added |
| Searle & Co. | 34,149 | $11.5M | 4.18% | −141−0.4% | Reduced |
| Bray Capital Advisors | 34,129 | $11.5M | 2.81% | +344+1.0% | Added |
| Sandbox Financial Partners, LLC | 34,057 | $11.5M | 7.19% | +1,696+5.2% | Added |
| Patton Albertson Miller Group, LLC | 34,041 | $11.4M | 1.85% | −249−0.7% | Reduced |
| TCI Wealth Advisors, Inc. | 34,029 | $11.4M | 1.69% | −28,184−45.3% | Reduced |
| Lederer & Associates Investment Counsel | 34,006 | $11.4M | 6.63% | −235−0.7% | Reduced |
| Concentric Wealth Management, LLC | 33,971 | $11.4M | 3.22% | −1,468−4.1% | Reduced |
| Oak Grove Capital LLC | 33,935 | $11.4M | 2.24% | −3,434−9.2% | Reduced |
| Citizens & Northern Corp | 33,892 | $11.4M | 4.09% | −1,809−5.1% | Reduced |
| McMillion Capital Management Inc | 33,838 | $11.4M | 6.15% | −209−0.6% | Reduced |
| Plancorp, LLC | 33,792 | $11.4M | 0.72% | −4,194−11.0% | Reduced |
| Teamwork Financial Advisors, LLC | 33,788 | $11.4M | 2.09% | +7,679+29.4% | Added |
| Jackson Hill Advisors, LLC | 33,750 | $11.4M | 6.65% | +33,750 | New |
| Chesapeake Wealth Management | 33,746 | $11.3M | 3.82% | −1,094−3.1% | Reduced |
| Northside Capital Management, LLC | 33,729 | $11.3M | 3.00% | −4,779−12.4% | Reduced |
| Old Port Advisors | 36,133 | $11.3M | 3.84% | −1,427−3.8% | Reduced |
| Northwest Capital Management Inc | 37,058 | $11.3M | 5.37% | +889+2.5% | Added |
| BNC Wealth Management, LLC | 33,705 | $11.3M | 5.36% | +1,950+6.1% | Added |
| First Trust Bank, Ltd. | 33,668 | $11.3M | 14.18% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 33,640 | $11.3M | 5.84% | +33,640 | New |
| Cambridge Advisors Inc. | 33,627 | $11.3M | 2.55% | −1,022−2.9% | Reduced |
| Miramar Capital, LLC | 33,606 | $11.3M | 3.83% | −367−1.1% | Reduced |
| Riverpark Capital Management LLC | 33,586 | $11.3M | 4.07% | −10,673−24.1% | Reduced |
| Claro Advisors LLC | 33,586 | $11.3M | 4.07% | +391+1.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 33,582 | $11.3M | 4.97% | −1,064−3.1% | Reduced |
| Connolly Sarah T. | 33,552 | $11.3M | 6.30% | +9,234+38.0% | Added |
| Lafayette Investments, Inc. | 33,546 | $11.3M | 2.82% | −70−0.2% | Reduced |
| Shepherd Financial Partners LLC | 33,528 | $11.3M | 1.96% | +586+1.8% | Added |
| Red Door Wealth Management, LLC | 33,528 | $11.3M | 3.70% | +1,645+5.2% | Added |
| Sitrin Capital Management LLC | 33,526 | $11.3M | 5.30% | +81+0.2% | Added |
| Brown Miller Wealth Management, LLC | 33,510 | $11.3M | 6.45% | −1,569−4.5% | Reduced |
| Hendershot Investments Inc. | 33,423 | $11.2M | 1.71% | +270+0.8% | Added |
| Cambridge Financial Group, Inc. | 33,385 | $11.2M | 4.41% | +920+2.8% | Added |
| Inscription Capital, LLC | 33,339 | $11.2M | 3.06% | +2,358+7.6% | Added |
| ARGI Investment Services, LLC | 33,334 | $11.2M | 0.33% | +4,575+15.9% | Added |
| Raab & Moskowitz Asset Management LLC | 33,265 | $11.2M | 3.67% | +45+0.1% | Added |
| Peoples Financial Services Corp. | 33,213 | $11.2M | 4.34% | −920−2.7% | Reduced |
| Mather Group, LLC. | 33,187 | $11.2M | 0.22% | +9,071+37.6% | Added |
| Sora Investors LLC | 33,165 | $11.2M | 5.45% | +33,165 | New |
| AlphaCrest Capital Management LLC | 33,144 | $11.1M | 0.41% | +277+0.8% | Added |
| Notis-McConarty Edward | 33,069 | $11.1M | 3.71% | −1,569−4.5% | Reduced |
| Bedel Financial Consulting, Inc. | 33,032 | $11.1M | 3.45% | +82+0.2% | Added |
| Next Century Growth Investors LLC | 33,002 | $11.1M | 1.00% | +4,383+15.3% | Added |
| Triangle Securities Wealth Management | 32,979 | $11.1M | 3.47% | −1,039−3.1% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 32,897 | $11.1M | 3.73% | −290−0.9% | Reduced |
| Ascent Wealth Partners, LLC | 32,852 | $11.0M | 1.97% | −3,715−10.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 32,806 | $11.0M | 3.06% | +1,918+6.2% | Added |
| JNBA Financial Advisors | 32,797 | $11.0M | 1.35% | +302+0.9% | Added |
| Roanoke Asset Management Corp | 32,789 | $11.0M | 3.65% | −240−0.7% | Reduced |
| Thornburg Investment Management Inc | 32,733 | $11.0M | 0.13% | −24,426−42.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 32,727 | $11.0M | 0.06% | −2,367−6.7% | Reduced |
| SeaBridge Investment Advisors LLC | 32,706 | $11.0M | 3.52% | −135−0.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 32,704 | $11.0M | 6.27% | −600−1.8% | Reduced |
| Hollencrest Capital Management | 32,701 | $11.0M | 0.86% | +240+0.7% | Added |
| C2C Wealth Management, LLC | 32,666 | $11.0M | 1.58% | +32,666 | New |
| Balentine LLC | 32,653 | $11.0M | 0.39% | +10,417+46.8% | Added |
| Grove Bank & Trust | 32,646 | $11.0M | 2.10% | +764+2.4% | Added |
| United Capital Management of KS, Inc. | 32,578 | $11.0M | 4.09% | +596+1.9% | Added |
| Financial Perspectives, Inc | 32,546 | $10.9M | 5.18% | +10.0% | Added |
| Newman Dignan & Sheerar, Inc. | 32,507 | $10.9M | 3.31% | −794−2.4% | Reduced |
| Villere St Denis J & Co LLC | 32,505 | $10.9M | 0.63% | −375−1.1% | Reduced |
| MidWestOne Financial Group, Inc. | 32,488 | $10.9M | 2.29% | +112+0.3% | Added |