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 |
|---|---|---|---|---|---|
| RPg Family Wealth Advisory, LLC | 23,563 | $7.92M | 3.13% | −331−1.4% | Reduced |
| Childress Capital Advisors, LLC | 23,536 | $7.92M | 3.27% | −789−3.2% | Reduced |
| Brightworth | 23,532 | $7.91M | 0.72% | +1,253+5.6% | Added |
| Affiance Financial, LLC | 23,519 | $7.91M | 3.30% | +635+2.8% | Added |
| Charles Carroll Financial Partners, LLC | 23,513 | $7.91M | 7.85% | +23,513 | New |
| Winton Group Ltd | 23,510 | $7.91M | 0.48% | +11,916+102.8% | Added |
| Tairen Capital Ltd | 23,494 | $7.90M | 1.22% | −13,426−36.4% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 23,443 | $7.88M | 5.45% | +2,140+10.0% | Added |
| Tru Independence Asset Management 2, LLC | 23,433 | $7.88M | 4.18% | +2,846+13.8% | Added |
| Financial Network Wealth Management LLC | 23,423 | $7.88M | 3.99% | +77+0.3% | Added |
| Guardian Wealth Advisors, LLC | 23,423 | $7.88M | 3.39% | +23,423 | New |
| Darwin Advisors, LLC | 26,114 | $7.88M | 1.24% | −2,545−8.9% | Reduced |
| Trail Ridge Investment Advisors, LLC | 23,379 | $7.86M | 4.72% | +23,379 | New |
| McDonough Capital Management, Inc | 23,364 | $7.86M | 6.39% | +23,364 | New |
| Townsend Asset Management Corp | 23,358 | $7.86M | 3.75% | +93+0.4% | Added |
| FinTrust Capital Advisors, LLC | 23,318 | $7.84M | 1.89% | −308−1.3% | Reduced |
| Stolper Co | 23,314 | $7.84M | 3.49% | −1,117−4.6% | Reduced |
| Cunning Capital Partners, LP | 23,275 | $7.83M | 4.26% | 00.0% | Unchanged |
| Family Legacy, Inc. | 24,829 | $7.82M | 3.20% | −272−1.1% | Reduced |
| Two Sigma Securities, LLC | 23,256 | $7.82M | 1.52% | +22,089+1,892.8% | Added |
| Gateway Advisory, LLC | 23,215 | $7.81M | 1.66% | −2,488−9.7% | Reduced |
| Once Capital Management, LLC | 23,200 | $7.80M | 7.31% | +23,200 | New |
| Pinnacle Bancorp, Inc. | 23,184 | $7.80M | 2.76% | −597−2.5% | Reduced |
| Tempus Wealth Planning, LLC | 23,175 | $7.79M | 4.20% | +45+0.2% | Added |
| Souders Financial Advisors | 23,156 | $7.79M | 2.24% | −416−1.8% | Reduced |
| Somerset Group LLC | 23,120 | $7.78M | 5.24% | −129−0.6% | Reduced |
| Oak Harvest Investment Services | 23,099 | $7.77M | 1.93% | +75+0.3% | Added |
| Ami Investment Management Inc | 23,051 | $7.75M | 3.20% | −2,143−8.5% | Reduced |
| Klingman & Associates, LLC | 23,026 | $7.74M | 0.67% | +754+3.4% | Added |
| Canal Capital Management, LLC | 23,014 | $7.74M | 1.87% | +67+0.3% | Added |
| New Potomac Partners, LLC | 23,006 | $7.74M | 5.01% | +241+1.1% | Added |
| Monetta Financial Services Inc | 23,000 | $7.74M | 5.98% | −2,000−8.0% | Reduced |
| Bangor Savings Bank | 22,951 | $7.72M | 0.74% | −24−0.1% | Reduced |
| Cary Street Partners Asset Management LLC | 22,899 | $7.70M | 1.65% | −331−1.4% | Reduced |
| Boxwood Ventures, Inc. | 22,898 | $7.70M | 15.76% | 00.0% | Unchanged |
| Heirloom Wealth Management | 25,959 | $7.69M | 6.60% | +25,959 | New |
| Leisure Capital Management | 22,871 | $7.69M | 3.54% | −41−0.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 22,858 | $7.69M | 4.87% | +288+1.3% | Added |
| JB Capital LLC | 22,821 | $7.68M | 0.76% | −751−3.2% | Reduced |
| Emerald Advisers, LLC | 22,817 | $7.67M | 0.28% | −399−1.7% | Reduced |
| Fruth Investment Management | 22,804 | $7.67M | 2.10% | −50−0.2% | Reduced |
| Metatron Capital SICAV plc | 22,800 | $7.67M | 7.30% | +22,800 | New |
| Intellectus Partners, LLC | 22,787 | $7.66M | 1.95% | −111−0.5% | Reduced |
| Amica Retiree Medical Trust | 22,757 | $7.65M | 6.50% | −1,345−5.6% | Reduced |
| Parisi Gray Wealth Management | 22,757 | $7.65M | 2.86% | +68+0.3% | Added |
| Security Asset Management | 22,728 | $7.64M | 2.97% | −734−3.1% | Reduced |
| First City Capital Management, Inc. | 24,980 | $7.64M | 4.30% | −282−1.1% | Reduced |
| Surevest, LLC | 22,690 | $7.63M | 1.81% | −1,275−5.3% | Reduced |
| Consolidated Investment Group LLC | 22,689 | $7.63M | 1.21% | 00.0% | Unchanged |
| Private Harbour Investment Management & Counsel, LLC | 22,667 | $7.62M | 6.09% | −156−0.7% | Reduced |
| Optas, LLC | 22,646 | $7.62M | 2.16% | −760−3.2% | Reduced |
| Delta Investment Management, LLC | 22,649 | $7.62M | 2.19% | +557+2.5% | Added |
| Lindenwold Advisors | 22,642 | $7.62M | 4.44% | +22,642 | New |
| Peloton Wealth Strategists | 22,624 | $7.61M | 3.05% | −1,255−5.3% | Reduced |
| Baker Boyer National Bank | 22,614 | $7.61M | 3.50% | +22,614 | New |
| Manchester Capital Management LLC | 22,607 | $7.60M | 0.99% | −2,635−10.4% | Reduced |
| Laffer Tengler Investments | 22,577 | $7.59M | 2.19% | −428−1.9% | Reduced |
| Scott Capital Advisors, LLC | 22,559 | $7.59M | 4.62% | +22,559 | New |
| Sandler Capital Management | 22,528 | $7.58M | 0.96% | −41,195−64.6% | Reduced |
| Hengehold Capital Management LLC | 22,523 | $7.58M | 0.93% | −546−2.4% | Reduced |
| United Fire Group Inc | 22,500 | $7.57M | 3.56% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 22,482 | $7.56M | 3.72% | +3,531+18.6% | Added |
| Compton Wealth Advisory Group, LLC | 22,476 | $7.56M | 3.24% | +1,022+4.8% | Added |
| Telos Capital Management, Inc. | 22,354 | $7.52M | 0.94% | −70−0.3% | Reduced |
| Breakline Capital LLC | 22,289 | $7.50M | 10.11% | −2,353−9.5% | Reduced |
| Strong Tower Advisory Services | 22,257 | $7.49M | 3.99% | −1,104−4.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 22,080 | $7.43M | 1.23% | −611−2.7% | Reduced |
| StoneX Group Inc. | 22,017 | $7.40M | 0.85% | +2,798+14.6% | Added |
| Quantbot Technologies LP | 21,995 | $7.40M | 0.60% | +21,995 | New |
| Lee Financial Co | 21,985 | $7.39M | 1.39% | +752+3.5% | Added |
| Dudley & Shanley, Inc. | 21,959 | $7.38M | 1.28% | 00.0% | Unchanged |
| Camden Capital, LLC | 21,930 | $7.38M | 1.58% | −2,757−11.2% | Reduced |
| High Pines Wealth Management, LLC | 21,909 | $7.37M | 5.13% | −490−2.2% | Reduced |
| Byrne Asset Management LLC | 21,831 | $7.34M | 4.76% | +21,831 | New |
| Wolf Group Capital Advisors | 21,819 | $7.34M | 1.20% | +14,403+194.2% | Added |
| Woodward Diversified Capital, LLC | 21,780 | $7.33M | 4.31% | −38−0.2% | Reduced |
| Okabena Investment Services Inc | 21,780 | $7.33M | 2.79% | +3,717+20.6% | Added |
| Hudson Value Partners, LLC | 21,770 | $7.32M | 3.55% | +245+1.1% | Added |
| Summit Financial Strategies, Inc. | 21,750 | $7.32M | 1.41% | +120+0.6% | Added |
| Fortis Capital Management LLC | 21,748 | $7.31M | 3.84% | +8,302+61.7% | Added |
| Scarborough Advisors, LLC | 21,744 | $7.31M | 2.51% | +21,744 | New |
| Bell Bank | 21,736 | $7.31M | 0.83% | +672+3.2% | Added |
| Private Capital Group, LLC | 21,695 | $7.30M | 1.55% | +101+0.5% | Added |
| Bank of Stockton | 21,652 | $7.28M | 2.14% | −395−1.8% | Reduced |
| Eos Management, L.P. | 21,620 | $7.27M | 4.28% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 21,581 | $7.26M | 1.32% | −296−1.4% | Reduced |
| Breiter Capital Management Inc | 21,542 | $7.25M | 3.55% | +177+0.8% | Added |
| Forefront Wealth Management Inc. | 21,521 | $7.24M | 6.91% | +21,521 | New |
| Moseley Investment Management Inc | 21,510 | $7.23M | 3.30% | −892−4.0% | Reduced |
| Brooktree Capital Management | 21,509 | $7.23M | 4.42% | −350−1.6% | Reduced |
| Providence Wealth Advisors, LLC | 23,473 | $7.23M | 4.54% | −231−1.0% | Reduced |
| Hickory Lane Capital Management LP | 21,500 | $7.23M | 4.84% | +21,500 | New |
| Financial Advisors, LLC | 21,458 | $7.22M | 2.20% | +141+0.7% | Added |
| Hourglass Capital, LLC | 21,402 | $7.20M | 2.41% | −6,220−22.5% | Reduced |
| HC Financial Advisors Inc | 21,400 | $7.20M | 4.00% | −335−1.5% | Reduced |
| Blue Edge Capital, LLC | 21,377 | $7.19M | 1.39% | 00.0% | Unchanged |
| First United Bank Trust | 21,351 | $7.18M | 2.65% | +1,545+7.8% | Added |
| Synergy Financial Group, LTD | 21,353 | $7.18M | 6.44% | +21,353 | New |
| Integrated Investment Consultants, LLC | 21,341 | $7.18M | 1.92% | +923+4.5% | Added |
| Heritage Way Advisors, LLC | 21,333 | $7.17M | 2.69% | −2,379−10.0% | Reduced |