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 |
|---|---|---|---|---|---|
| Saber Capital Managment, LLC | 32,454 | $10.9M | 9.48% | +32,454 | New |
| CX Institutional | 32,437 | $10.9M | 0.87% | −191−0.6% | Reduced |
| Clarity Financial LLC | 32,423 | $10.9M | 1.73% | +5,964+22.5% | Added |
| Audent Global Asset Management, LLC | 32,418 | $10.9M | 4.56% | +32,418 | New |
| MRJ Capital Inc | 32,416 | $10.9M | 6.30% | −2,070−6.0% | Reduced |
| XXEC, Inc. | 37,728 | $10.9M | 9.29% | −100−0.3% | Reduced |
| RFG Advisory, LLC | 32,343 | $10.9M | 0.75% | +2,753+9.3% | Added |
| Quent Capital, LLC | 32,290 | $10.9M | 2.30% | +32,290 | New |
| Cim Investment Mangement Inc | 32,263 | $10.9M | 3.25% | −3,013−8.5% | Reduced |
| Boit C F David | 32,260 | $10.8M | 6.89% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 32,255 | $10.8M | 3.78% | −726−2.2% | Reduced |
| Westover Capital Advisors, LLC | 32,250 | $10.8M | 3.16% | +754+2.4% | Added |
| Arete Wealth Advisors, LLC | 32,346 | $10.8M | 0.92% | +5,151+18.9% | Added |
| Oxler Private Wealth LLC | 32,235 | $10.8M | 4.49% | −215−0.7% | Reduced |
| Little House Capital LLC | 32,218 | $10.8M | 5.73% | +1,515+4.9% | Added |
| Providence Capital Advisors, LLC | 32,149 | $10.8M | 2.98% | −1,406−4.2% | Reduced |
| Corbenic Partners LLC | 32,124 | $10.8M | 2.10% | +1,273+4.1% | Added |
| Davidson Trust Co | 32,111 | $10.8M | 7.42% | −548−1.7% | Reduced |
| Palmer Knight Co | 32,051 | $10.8M | 5.04% | −185−0.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 32,038 | $10.8M | 5.44% | −37−0.1% | Reduced |
| Totem Point Management, LLC | 32,019 | $10.8M | 7.12% | −14,017−30.4% | Reduced |
| Bogart Wealth, LLC | 31,979 | $10.8M | 0.97% | −1,388−4.2% | Reduced |
| Blume Capital Management, Inc. | 31,978 | $10.8M | 3.55% | −1,310−3.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 31,945 | $10.7M | 1.17% | −191−0.6% | Reduced |
| Roberts Capital Advisors, LLC | 31,919 | $10.7M | 10.01% | +31,919 | New |
| Sawyer & Company, Inc | 31,885 | $10.7M | 4.63% | −136−0.4% | Reduced |
| Loudon Investment Management, LLC | 31,837 | $10.7M | 6.83% | −298−0.9% | Reduced |
| Bridge Creek Capital Management LLC | 31,823 | $10.7M | 3.67% | −1,183−3.6% | Reduced |
| Brick & Kyle, Associates | 31,745 | $10.7M | 4.98% | +167+0.5% | Added |
| BBR Partners, LLC | 31,742 | $10.7M | 1.25% | −48,416−60.4% | Reduced |
| Carroll Investors, Inc | 31,847 | $10.6M | 6.03% | +31,847 | New |
| Connable Office Inc | 31,611 | $10.6M | 1.35% | −1,242−3.8% | Reduced |
| Nicolet Bankshares Inc | 31,593 | $10.6M | 2.34% | −735−2.3% | Reduced |
| M&R Capital Management Inc | 31,552 | $10.6M | 2.20% | +153+0.5% | Added |
| Herold Advisors, Inc. | 31,539 | $10.6M | 4.12% | −1,268−3.9% | Reduced |
| LVW Advisors, LLC | 31,536 | $10.6M | 1.81% | −3,823−10.8% | Reduced |
| Oarsman Capital, Inc. | 31,432 | $10.6M | 4.17% | −2,883−8.4% | Reduced |
| Hamel Associates, Inc. | 31,341 | $10.5M | 3.78% | +190+0.6% | Added |
| Founders Capital Management | 31,309 | $10.5M | 6.75% | −649−2.0% | Reduced |
| Hillman Capital Management, Inc. | 31,264 | $10.5M | 3.61% | −2,622−7.7% | Reduced |
| Aperture Investors, LLC | 31,226 | $10.5M | 1.35% | −3,480−10.0% | Reduced |
| IPG Investment Advisors LLC | 31,221 | $10.5M | 1.90% | +31,221 | New |
| Odey Asset Management Group Ltd | 31,150 | $10.5M | 3.10% | −4,336−12.2% | Reduced |
| Northstar Advisory Group, LLC | 31,147 | $10.5M | 6.20% | +27,171+683.4% | Added |
| Cardiff Park Advisors, LLC | 31,089 | $10.5M | 1.38% | +31,089 | New |
| Signet Financial Management, LLC | 31,087 | $10.5M | 1.58% | −1,330−4.1% | Reduced |
| Highlander Capital Management, LLC | 31,065 | $10.4M | 4.84% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 31,044 | $10.4M | 0.27% | −740−2.3% | Reduced |
| Center for Financial Planning, Inc. | 31,046 | $10.4M | 2.14% | −57−0.2% | Reduced |
| TFG Advisers LLC | 30,996 | $10.4M | 4.54% | −520−1.6% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,964 | $10.4M | 2.99% | −1,565−4.8% | Reduced |
| Hixon Zuercher, LLC | 30,940 | $10.4M | 5.23% | +332+1.1% | Added |
| Pine Haven Investment Counsel, Inc | 30,941 | $10.4M | 9.70% | +30,941 | New |
| Advisor OS, LLC | 30,887 | $10.4M | 2.12% | +2,851+10.2% | Added |
| Carlson Capital Management | 30,874 | $10.4M | 0.90% | +691+2.3% | Added |
| Burke & Herbert Bank & Trust Co | 30,834 | $10.4M | 6.08% | −45−0.1% | Reduced |
| WealthTrust Axiom LLC | 30,731 | $10.3M | 3.30% | −916−2.9% | Reduced |
| Mass Ave Global Inc. | 30,666 | $10.3M | 5.40% | +30,666 | New |
| First Bank & Trust | 30,633 | $10.3M | 4.33% | +61+0.2% | Added |
| Geneva Partners, LLC | 30,624 | $10.3M | 5.13% | −267−0.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 30,526 | $10.3M | 2.79% | +947+3.2% | Added |
| HNP Capital LLC | 30,505 | $10.3M | 2.32% | +353+1.2% | Added |
| Drystone LLC | 30,433 | $10.2M | 10.64% | +30,433 | New |
| Clear Creek Financial Management, LLC | 30,423 | $10.2M | 1.54% | −2,470−7.5% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 30,419 | $10.2M | 4.46% | +14,233+87.9% | Added |
| Delta Financial Advisors LLC | 30,402 | $10.2M | 4.17% | −300−1.0% | Reduced |
| Windward Capital Management Co | 30,384 | $10.2M | 0.85% | +379+1.3% | Added |
| Nadler Financial Group, Inc. | 30,290 | $10.2M | 1.51% | +2,084+7.4% | Added |
| Meridian Investment Counsel Inc. | 30,247 | $10.2M | 3.38% | +1,774+6.2% | Added |
| Menlo Advisors LLC | 30,241 | $10.2M | 5.06% | −1,497−4.7% | Reduced |
| Voya Financial Advisors, Inc. | 29,960 | $10.2M | 1.15% | −78−0.3% | Reduced |
| Capital Asset Advisory Services LLC | 30,180 | $10.2M | 1.08% | −386−1.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 30,126 | $10.1M | 2.99% | +75+0.2% | Added |
| Andesa Financial Management Inc. | 30,125 | $10.1M | 4.98% | +129+0.4% | Added |
| Prestige Wealth Management Group LLC | 30,107 | $10.1M | 2.42% | +271+0.9% | Added |
| Brown Capital Management LLC | 30,088 | $10.1M | 0.08% | +3,032+11.2% | Added |
| Summit X, LLC | 30,105 | $10.1M | 2.35% | +741+2.5% | Added |
| Mystic Asset Management, Inc. | 30,037 | $10.1M | 4.77% | +30,037 | New |
| Curbstone Financial Management Corp | 30,024 | $10.1M | 1.79% | −429−1.4% | Reduced |
| Handelsinvest Investeringsforvaltning | 30,003 | $10.1M | 1.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 30,000 | $10.1M | 4.30% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 30,000 | $10.1M | 2.48% | +30,000 | New |
| Parkside Financial Bank & Trust | 29,995 | $10.1M | 2.49% | +6,102+25.5% | Added |
| Kavar Capital Partners Group, LLC | 29,886 | $10.1M | 2.09% | +692+2.4% | Added |
| Excalibur Management Corp | 29,765 | $10.0M | 4.04% | −296−1.0% | Reduced |
| Hancock Whitney Investment Services Inc. | 29,791 | $10.0M | 1.74% | +29,791 | New |
| Arlington Partners LLC | 29,748 | $10.0M | 2.69% | +1,603+5.7% | Added |
| Tandem Capital Management Corp | 29,746 | $10.0M | 5.77% | −885−2.9% | Reduced |
| Mandatum Life Insurance Co Ltd | 29,732 | $10.0M | 2.64% | +300+1.0% | Added |
| Keystone Financial Planning, Inc. | 29,653 | $9.97M | 3.40% | −414−1.4% | Reduced |
| Drexel Morgan & Co. | 29,643 | $9.97M | 2.88% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 29,602 | $9.96M | 1.63% | +46+0.2% | Added |
| Perennial Investment Advisors, LLC | 29,539 | $9.93M | 3.10% | +696+2.4% | Added |
| McMahon Financial Advisors, LLC | 29,387 | $9.88M | 4.18% | +274+0.9% | Added |
| Strategic Wealth Partners, Ltd. | 29,337 | $9.87M | 1.87% | +840+2.9% | Added |
| Beck Capital Management, LLC | 29,312 | $9.86M | 3.05% | +332+1.1% | Added |
| Siena Capital LLC | 29,280 | $9.85M | 5.64% | +29,280 | New |
| Harrington Investments, INC | 29,276 | $9.85M | 5.30% | −211−0.7% | Reduced |
| Michael B. Yongue | 29,271 | $9.84M | 6.56% | −985−3.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 29,254 | $9.84M | 2.32% | +743+2.6% | Added |