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 |
|---|---|---|---|---|---|
| Zullo Investment Group, Inc. | 26,285 | $8.84M | 4.55% | +26,285 | New |
| Cherry Creek Investment Advisors, Inc. | 26,126 | $8.79M | 5.46% | +1,035+4.1% | Added |
| Redwood Investments, LLC | 26,102 | $8.78M | 0.69% | −1,315−4.8% | Reduced |
| Trust Investment Advisors | 26,090 | $8.78M | 6.92% | −695−2.6% | Reduced |
| Sunflower Bank, N.A. | 26,092 | $8.78M | 1.18% | +1,025+4.1% | Added |
| Personal Cfo Solutions, LLC | 26,047 | $8.76M | 1.64% | +1,369+5.5% | Added |
| Finer Wealth Management, Inc. | 26,041 | $8.76M | 7.27% | +26,041 | New |
| Probity Advisors, Inc. | 25,972 | $8.73M | 1.73% | −455−1.7% | Reduced |
| Crescent Capital Consulting, LLC | 25,136 | $8.73M | 1.44% | +25+0.1% | Added |
| Columbia Trust Co 01012016 | 30,900 | $8.71M | 4.61% | 00.0% | Unchanged |
| Enhancing Capital LLC | 25,890 | $8.71M | 9.45% | +25,890 | New |
| Zevenbergen Capital Investments LLC | 25,819 | $8.68M | 0.18% | +1,541+6.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 25,802 | $8.68M | 1.92% | −471−1.8% | Reduced |
| First Pacific Advisors, LP | 25,787 | $8.67M | 0.11% | −150−0.6% | Reduced |
| Beecher Investors Inc | 25,782 | $8.67M | 10.51% | +25,782 | New |
| Tradition Wealth Management, LLC | 25,774 | $8.67M | 1.09% | −97−0.4% | Reduced |
| Redwood Investment Management, LLC | 25,742 | $8.66M | 1.13% | +14,442+127.8% | Added |
| First PREMIER Bank | 25,661 | $8.63M | 2.23% | +188+0.7% | Added |
| Beech Hill Advisors, Inc. | 25,659 | $8.63M | 3.28% | −500−1.9% | Reduced |
| Blueprint Investment Partners LLC | 25,623 | $8.62M | 2.12% | +7,517+41.5% | Added |
| Herald Investment Management Ltd | 25,632 | $8.62M | 1.40% | −1,000−3.8% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 25,613 | $8.61M | 3.03% | +3,613+16.4% | Added |
| Investment Partners, Ltd. | 25,597 | $8.61M | 3.52% | −430−1.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 25,590 | $8.61M | 5.30% | −689−2.6% | Reduced |
| TCWP LLC | 25,571 | $8.60M | 1.71% | +25,571 | New |
| Legato Capital Management LLC | 25,564 | $8.60M | 1.59% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 25,457 | $8.56M | 2.76% | −475−1.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 25,445 | $8.56M | 1.70% | −1,785−6.6% | Reduced |
| Stelac Advisory Services LLC | 25,431 | $8.55M | 2.32% | −184−0.7% | Reduced |
| Affinity Investment Advisors, LLC | 25,345 | $8.52M | 3.42% | −644−2.5% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 25,317 | $8.52M | 2.51% | +69+0.3% | Added |
| Aurora Investment Managers, LLC. | 25,290 | $8.51M | 8.14% | −397−1.5% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 25,287 | $8.51M | 2.03% | −44−0.2% | Reduced |
| Coulter & Justus Financial Services, LLC | 25,278 | $8.50M | 6.68% | +25,278 | New |
| Solstein Capital, LLC | 25,277 | $8.50M | 5.12% | −924−3.5% | Reduced |
| Paloma Partners Management Co | 25,249 | $8.49M | 0.27% | +25,249 | New |
| Udine Wealth Management, Inc. | 25,210 | $8.48M | 8.75% | +25,210 | New |
| Lorne Steinberg Wealth Management Inc. | 25,185 | $8.47M | 3.64% | −21−0.1% | Reduced |
| Kapitalo Investimentos Ltda | 25,172 | $8.47M | 9.85% | −5,891−19.0% | Reduced |
| Polar Asset Management Partners Inc. | 25,169 | $8.46M | 0.10% | +19,396+336.0% | Added |
| Alps Advisors Inc | 25,155 | $8.46M | 0.10% | −23,441−48.2% | Reduced |
| Zeke Capital Advisors, LLC | 25,092 | $8.44M | 0.49% | −1,422−5.4% | Reduced |
| Private Ocean, LLC | 25,093 | $8.44M | 0.99% | −1,047−4.0% | Reduced |
| Slow Capital, Inc. | 25,061 | $8.43M | 1.44% | +342+1.4% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 25,049 | $8.42M | 0.03% | 00.0% | Unchanged |
| Kingdon Capital Management, L.L.C. | 25,000 | $8.41M | 1.26% | −11,109−30.8% | Reduced |
| Harbor Advisors LLC | 25,000 | $8.41M | 1.56% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 24,993 | $8.40M | 3.31% | −2,665−9.6% | Reduced |
| Goodman Advisory Group, LLC | 24,989 | $8.40M | 2.84% | +24,989 | New |
| Pacitti Group Inc. | 24,944 | $8.39M | 5.45% | −367−1.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 24,936 | $8.39M | 4.92% | −760−3.0% | Reduced |
| Beaumont Asset Management, L.L.C. | 24,896 | $8.37M | 5.58% | +254+1.0% | Added |
| CNB Bank | 24,885 | $8.37M | 4.59% | +1,012+4.2% | Added |
| Adirondack Trust Co | 24,885 | $8.37M | 3.99% | −107−0.4% | Reduced |
| Sutton Wealth Advisors Inc. | 24,823 | $8.35M | 2.78% | +668+2.8% | Added |
| Van Leeuwen & Company, LLC | 24,791 | $8.34M | 4.68% | −3,849−13.4% | Reduced |
| Kingfisher Capital LLC | 24,773 | $8.33M | 1.93% | +455+1.9% | Added |
| Bradley & Co. Private Wealth Management, LLC | 24,702 | $8.31M | 6.66% | +154+0.6% | Added |
| Cito Capital Group, LLC | 24,701 | $8.31M | 3.47% | 00.0% | Unchanged |
| Morris Capital Advisors, LLC | 24,668 | $8.30M | 6.10% | −525−2.1% | Reduced |
| Bouvel Investment Partners, LLC | 24,661 | $8.29M | 4.65% | −97−0.4% | Reduced |
| Aspen Investment Management Inc | 24,619 | $8.28M | 4.08% | −633−2.5% | Reduced |
| Gyon Technologies Capital Management, LP | 24,547 | $8.26M | 1.52% | +2,494+11.3% | Added |
| Essex Savings Bank | 24,504 | $8.24M | 2.79% | −484−1.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 24,483 | $8.23M | 4.20% | +24,483 | New |
| Congress Park Capital LLC | 24,474 | $8.23M | 4.05% | −460−1.8% | Reduced |
| Carolinas Wealth Consulting LLC | 24,453 | $8.22M | 1.79% | −13,325−35.3% | Reduced |
| Valley Brook Capital Group | 24,445 | $8.22M | 7.09% | +704+3.0% | Added |
| Asset Management Corp | 24,420 | $8.21M | 4.76% | −987−3.9% | Reduced |
| VisionPoint Advisory Group, LLC | 26,838 | $8.21M | 3.59% | −523−1.9% | Reduced |
| SlateStone Wealth, LLC | 24,394 | $8.20M | 1.75% | +4,231+21.0% | Added |
| Charles Schwab Trust Co | 24,379 | $8.20M | 1.33% | +1,211+5.2% | Added |
| Capula Management Ltd | 24,283 | $8.17M | 0.58% | −98,970−80.3% | Reduced |
| Vienna Asset Management LLC | 24,255 | $8.16M | 7.40% | +24,255 | New |
| Studio Investment Management LLC | 24,229 | $8.15M | 2.93% | −5,156−17.5% | Reduced |
| Wrapmanager Inc | 24,200 | $8.14M | 2.03% | −887−3.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 24,175 | $8.13M | 4.18% | −416−1.7% | Reduced |
| All Terrain Financial Advisors, LLC | 24,170 | $8.13M | 3.45% | −1,841−7.1% | Reduced |
| Quest Capital Management Inc | 24,116 | $8.11M | 1.39% | −31−0.1% | Reduced |
| Applied Research Investments, LLC | 24,102 | $8.11M | 2.67% | −170−0.7% | Reduced |
| TRH Financial, LLC | 24,020 | $8.08M | 2.53% | +2,156+9.9% | Added |
| Flight Deck Capital, LP | 24,000 | $8.07M | 3.79% | +24,000 | New |
| Ayalon Holdings Ltd. | 23,971 | $8.06M | 2.76% | +53+0.2% | Added |
| Warther Private Wealth, LLC | 24,067 | $8.06M | 5.98% | +3,197+15.3% | Added |
| Trinity Legacy Partners, LLC | 23,947 | $8.05M | 2.73% | +577+2.5% | Added |
| Platte River Wealth Advisors, LLC | 25,524 | $8.04M | 2.75% | −1,150−4.3% | Reduced |
| Broad Peak Investment Holdings Ltd. | 23,900 | $8.04M | 1.58% | +23,900 | New |
| Bridgewater Advisors Inc. | 23,862 | $8.03M | 1.77% | −311−1.3% | Reduced |
| Eqis Capital Management, Inc. | 23,828 | $8.01M | 0.59% | −2,128−8.2% | Reduced |
| Citizens National Bank Trust Department | 23,792 | $8.00M | 3.04% | −12,395−34.3% | Reduced |
| Mount Vernon Associates Inc | 23,762 | $7.99M | 6.92% | +30+0.1% | Added |
| Strategic Investment Advisors | 23,753 | $7.99M | 1.54% | −1,632−6.4% | Reduced |
| Versant Capital Management, Inc | 23,747 | $7.99M | 2.60% | −194−0.8% | Reduced |
| TBH Global Asset Management, LLC | 23,722 | $7.98M | 1.65% | −50.0% | Reduced |
| Alcosta Capital Management, Inc. | 23,668 | $7.96M | 4.78% | +100+0.4% | Added |
| Key Financial Inc | 23,653 | $7.96M | 3.98% | +46+0.2% | Added |
| Halbert Hargrove Global Advisors, LLC | 23,647 | $7.95M | 0.51% | −1,350−5.4% | Reduced |
| Monument Capital Management | 23,624 | $7.95M | 2.47% | −12−0.1% | Reduced |
| WealthShield Partners, LLC | 23,623 | $7.95M | 1.32% | +6,816+40.6% | Added |
| Wambolt & Associates, LLC | 23,572 | $7.93M | 2.86% | −200−0.8% | Reduced |