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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Eastover Investment Advisors LLC | 29,231 | $9.83M | 5.68% | −203−0.7% | Reduced |
| Scott Investment Partners LLP | 29,200 | $9.82M | 6.13% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 29,757 | $9.82M | 3.08% | −50−0.2% | Reduced |
| SNS Financial Group, LLC | 29,146 | $9.80M | 1.12% | −874−2.9% | Reduced |
| Lantz Financial LLC | 29,113 | $9.79M | 4.51% | −20−0.1% | Reduced |
| Founders Financial Alliance, LLC | 28,986 | $9.75M | 3.92% | +1,321+4.8% | Added |
| Tudor Investment Corp Et Al | 28,980 | $9.75M | 0.19% | −38,658−57.2% | Reduced |
| Birch Capital Management, LLC | 28,921 | $9.73M | 5.83% | +274+1.0% | Added |
| North Growth Management Ltd. | 29,000 | $9.71M | 1.61% | −9,000−23.7% | Reduced |
| 55I, LLC | 28,839 | $9.70M | 0.25% | −5,277−15.5% | Reduced |
| Wimmer Associates 1, LLC | 28,774 | $9.68M | 5.19% | +702+2.5% | Added |
| MEMBERS Trust Co | 28,768 | $9.68M | 0.29% | −1,776−5.8% | Reduced |
| Krilogy Financial LLC | 28,750 | $9.67M | 0.97% | +690+2.5% | Added |
| Wealth Alliance | 28,709 | $9.66M | 1.94% | +1,721+6.4% | Added |
| VeraBank, N.A. | 28,664 | $9.64M | 4.87% | +1,130+4.1% | Added |
| Enterprise Financial Services Corp | 28,663 | $9.64M | 1.48% | −15,676−35.4% | Reduced |
| Diamant Asset Management, Inc. | 28,645 | $9.63M | 7.04% | −60−0.2% | Reduced |
| Madrona Financial Services, LLC | 28,633 | $9.63M | 4.07% | +615+2.2% | Added |
| Spirit of America Management Corp | 28,539 | $9.60M | 1.93% | −1,200−4.0% | Reduced |
| HBC Financial Services, PLLC | 28,534 | $9.60M | 6.20% | +90.0% | Added |
| HM Capital Management, LLC | 28,525 | $9.59M | 3.65% | +7,012+32.6% | Added |
| Waycross Partners, LLC | 28,505 | $9.59M | 5.49% | +629+2.3% | Added |
| LCNB Corp | 28,446 | $9.57M | 4.37% | −173−0.6% | Reduced |
| Platinum Investment Management Ltd | 28,431 | $9.56M | 0.27% | 00.0% | Unchanged |
| Socorro Asset Management LP | 28,417 | $9.56M | 2.72% | −8,812−23.7% | Reduced |
| M.D. Sass Investors Services, Inc. | 28,320 | $9.53M | 1.48% | +300+1.1% | Added |
| Ausdal Financial Partners, Inc. | 28,222 | $9.49M | 1.28% | −842−2.9% | Reduced |
| Blodgett Wealth Advisors, LLC | 28,183 | $9.48M | 7.42% | +28,183 | New |
| JT Stratford LLC | 28,177 | $9.48M | 2.59% | +922+3.4% | Added |
| American Research & Management Co. | 28,059 | $9.44M | 2.04% | −66−0.2% | Reduced |
| Sendero Wealth Management, LLC | 28,048 | $9.43M | 4.19% | +28,048 | New |
| Golden State Equity Partners | 27,988 | $9.41M | 4.75% | −1,367−4.7% | Reduced |
| Heron Bay Capital Management | 27,982 | $9.41M | 4.64% | +336+1.2% | Added |
| Lesa Sroufe & Co | 27,960 | $9.40M | 9.44% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 27,953 | $9.40M | 6.96% | +414+1.5% | Added |
| Clear Perspective Advisors, LLC | 27,870 | $9.37M | 2.85% | +3,630+15.0% | Added |
| Keeler Thomas Management LLC | 27,863 | $9.37M | 4.06% | +3,055+12.3% | Added |
| Markston International LLC | 27,840 | $9.36M | 9.45% | −3,581−11.4% | Reduced |
| Costello Asset Management, INC | 27,837 | $9.36M | 5.72% | −459−1.6% | Reduced |
| Evanson Asset Management, LLC | 27,815 | $9.36M | 0.83% | +146+0.5% | Added |
| Sunbelt Securities, Inc. | 30,592 | $9.32M | 1.51% | +394+1.3% | Added |
| Amplius Wealth Advisors, LLC | 27,644 | $9.30M | 1.28% | +27,644 | New |
| Eukles Asset Management | 27,609 | $9.29M | 4.49% | +798+3.0% | Added |
| Piscataqua Savings Bank | 27,575 | $9.27M | 7.31% | −424−1.5% | Reduced |
| Sheets Smith Wealth Management | 27,560 | $9.27M | 1.15% | +438+1.6% | Added |
| Jackson Hole Capital Partners, LLC | 27,548 | $9.27M | 2.90% | +686+2.6% | Added |
| Exane Derivatives | 27,545 | $9.26M | 2.25% | −9,338−25.3% | Reduced |
| Affinity Wealth Management LLC | 30,147 | $9.26M | 1.91% | −23−0.1% | Reduced |
| Braun-Bostich & Associates Inc. | 30,147 | $9.26M | 2.21% | +26,513+729.6% | Added |
| Greystone Financial Group, LLC | 27,507 | $9.25M | 2.22% | +4,727+20.8% | Added |
| CoreCap Advisors, LLC | 27,483 | $9.24M | 0.62% | +27,483 | New |
| Fort Point Capital Partners LLC | 27,476 | $9.24M | 1.29% | +2,959+12.1% | Added |
| FWL Investment Management, LLC | 27,471 | $9.24M | 5.64% | −200−0.7% | Reduced |
| NovaPoint Capital, LLC | 27,431 | $9.23M | 3.31% | +1,171+4.5% | Added |
| Continuum Advisory, LLC | 27,399 | $9.21M | 2.07% | −673−2.4% | Reduced |
| Stevens Capital Management LP | 27,394 | $9.21M | 2.12% | +9,653+54.4% | Added |
| Chatham Capital Group, Inc. | 27,384 | $9.21M | 1.66% | −162−0.6% | Reduced |
| SOL Capital Management CO | 27,383 | $9.21M | 1.67% | −40−0.1% | Reduced |
| Portolan Capital Management, LLC | 27,340 | $9.20M | 0.62% | −17,762−39.4% | Reduced |
| Liberty Capital Management, Inc. | 27,269 | $9.17M | 2.47% | −741−2.6% | Reduced |
| Mirador Capital Partners LP | 27,263 | $9.17M | 1.93% | +887+3.4% | Added |
| State of Wyoming | 27,256 | $9.17M | 4.26% | +4,508+19.8% | Added |
| Annandale Capital, LLC | 27,245 | $9.16M | 4.04% | −1,709−5.9% | Reduced |
| Golden State Wealth Management, LLC | 27,223 | $9.15M | 1.58% | +5,458+25.1% | Added |
| Vista Capital Partners, Inc. | 27,205 | $9.15M | 1.16% | −657−2.4% | Reduced |
| Horizon Investment Services, LLC | 27,191 | $9.14M | 4.19% | +417+1.6% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 30,006 | $9.12M | 5.77% | +30,006 | New |
| Windsor Group LTD | 27,693 | $9.11M | 1.67% | −989−3.4% | Reduced |
| Peterson Financial Group, Inc. | 27,066 | $9.10M | 7.43% | +27,066 | New |
| Ascension Asset Management LLC | 27,063 | $9.10M | 5.41% | −375−1.4% | Reduced |
| Mendel Money Management | 27,047 | $9.10M | 5.24% | −2,633−8.9% | Reduced |
| Fundsmith Investment Services Ltd. | 27,028 | $9.09M | 4.94% | +34+0.1% | Added |
| Principal Street Partners, LLC | 27,004 | $9.08M | 2.19% | +830+3.2% | Added |
| Stenahm Asset Managment Ltd | 27,000 | $9.08M | 5.93% | +3,000+12.5% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 27,000 | $9.08M | 2.33% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 26,908 | $9.05M | 3.78% | +26,908 | New |
| Guinness Atkinson Asset Management Inc | 26,905 | $9.05M | 3.95% | −938−3.4% | Reduced |
| CWS Financial Advisors, LLC | 26,831 | $9.02M | 3.18% | +26,831 | New |
| Anabranch Capital Management, LP | 26,767 | $9.00M | 5.10% | +6,896+34.7% | Added |
| Kercheville Advisors, LLC | 26,734 | $8.99M | 3.92% | −18−0.1% | Reduced |
| Marvin & Palmer Associates Inc | 26,712 | $8.98M | 3.84% | −4,815−15.3% | Reduced |
| EagleClaw Capital Managment, LLC | 26,683 | $8.97M | 1.97% | +2,449+10.1% | Added |
| Barton Investment Management | 26,680 | $8.97M | 0.78% | 00.0% | Unchanged |
| Ayrshire Capital Management LLC | 26,643 | $8.96M | 4.55% | +62+0.2% | Added |
| Occidental Asset Management, LLC | 26,608 | $8.95M | 2.13% | +439+1.7% | Added |
| Lester Murray Antman dba SimplyRich | 26,606 | $8.95M | 2.97% | −152−0.6% | Reduced |
| Asio Capital, LLC | 26,570 | $8.94M | 2.78% | +508+1.9% | Added |
| SPC Financial, Inc. | 26,556 | $8.93M | 1.00% | −1,486−5.3% | Reduced |
| Executive Wealth Group LLC | 26,540 | $8.93M | 5.52% | −3,480−11.6% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 26,496 | $8.91M | 2.74% | +26,496 | New |
| Gibraltar Capital Management, Inc. | 26,454 | $8.90M | 4.03% | −172−0.6% | Reduced |
| SBK Financial, Inc. | 26,424 | $8.89M | 7.09% | +26,424 | New |
| HBW Advisory Services LLC | 26,421 | $8.89M | 2.08% | +410+1.6% | Added |
| Lindbrook Capital, LLC | 26,407 | $8.88M | 1.35% | +10,295+63.9% | Added |
| Orleans Capital Management Corp | 26,364 | $8.87M | 5.04% | +55+0.2% | Added |
| Signet Investment Advisory Group, Inc. | 26,352 | $8.86M | 5.04% | −719−2.7% | Reduced |
| Encompass Wealth Advisors, LLC | 26,354 | $8.86M | 2.16% | +421+1.6% | Added |
| Exeter Financial, LLC | 28,163 | $8.85M | 4.85% | −229−0.8% | Reduced |
| Eagle Capital Management, LLC | 26,289 | $8.84M | 2.32% | −459−1.7% | Reduced |
| Sonata Capital Group Inc | 26,285 | $8.84M | 3.70% | −296−1.1% | Reduced |