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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 21,331 | $7.17M | 0.02% | −2,541−10.6% | Reduced |
| Atlas Brown,Inc. | 21,331 | $7.17M | 2.78% | −1,972−8.5% | Reduced |
| Merit Financial Group, LLC | 21,249 | $7.15M | 0.70% | −1,036−4.6% | Reduced |
| Hampton Road Capital Management LP | 21,252 | $7.15M | 2.50% | +21,252 | New |
| Symmetry Investments LP | 21,233 | $7.14M | 3.70% | −41,067−65.9% | Reduced |
| Capital Impact Advisors, LLC | 21,205 | $7.13M | 4.92% | +21,205 | New |
| Strategic Financial Services, Inc, | 21,196 | $7.13M | 0.53% | −1,730−7.5% | Reduced |
| GYL Financial Synergies, LLC | 21,160 | $7.12M | 1.92% | +281+1.3% | Added |
| Mraz, Amerine & Associates, Inc. | 21,139 | $7.11M | 1.83% | −3,004−12.4% | Reduced |
| MTM Investment Management, LLC | 21,117 | $7.10M | 3.38% | −132−0.6% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 21,110 | $7.10M | 1.73% | +26+0.1% | Added |
| Catalyst Capital Advisors LLC | 21,099 | $7.10M | 0.33% | −232−1.1% | Reduced |
| Davis-Rea Ltd. | 21,082 | $7.09M | 3.29% | −2,111−9.1% | Reduced |
| Viridian Ria, LLC | 21,079 | $7.09M | 1.50% | +21,079 | New |
| West Family Investments, Inc. | 21,068 | $7.09M | 1.99% | −2,540−10.8% | Reduced |
| EverSource Wealth Advisors, LLC | 21,020 | $7.07M | 1.98% | +21,020 | New |
| Centerpoint Advisors, LLC | 20,997 | $7.06M | 3.10% | −35−0.2% | Reduced |
| Rational Advisors LLC | 20,958 | $7.05M | 0.43% | +5,831+38.5% | Added |
| Sculati Wealth Management, LLC | 20,951 | $7.05M | 3.41% | −41−0.2% | Reduced |
| Schrum Private Wealth Management LLC | 20,946 | $7.05M | 6.42% | +20,946 | New |
| Alaethes Wealth LLC | 20,938 | $7.04M | 4.44% | +475+2.3% | Added |
| S.A. Mason LLC | 20,930 | $7.04M | 4.24% | +126+0.6% | Added |
| Keudell/Morrison Wealth Management | 20,908 | $7.03M | 2.78% | −964−4.4% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 20,893 | $7.03M | 5.21% | −762−3.5% | Reduced |
| Prelude Capital Management, LLC | 20,883 | $7.02M | 0.35% | −7,444−26.3% | Reduced |
| WD Rutherford LLC | 20,856 | $7.01M | 3.55% | −580−2.7% | Reduced |
| IMA Wealth, Inc. | 20,827 | $7.00M | 1.55% | +170+0.8% | Added |
| Wealth Management Partners, LLC | 21,000 | $6.99M | 4.80% | −886−4.0% | Reduced |
| Prospector Partners LLC | 20,725 | $6.97M | 0.81% | −250−1.2% | Reduced |
| Diversified Investment Strategies, LLC | 20,717 | $6.97M | 5.05% | −265−1.3% | Reduced |
| Phraction Management LLC | 20,709 | $6.96M | 4.22% | +20,709 | New |
| Financial Advisory Service, Inc. | 20,675 | $6.95M | 0.64% | −1,843−8.2% | Reduced |
| Canton Hathaway, LLC | 20,635 | $6.94M | 1.88% | −2,235−9.8% | Reduced |
| Beta Wealth Group, Inc. | 24,605 | $6.93M | 5.00% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 20,582 | $6.92M | 3.72% | +217+1.1% | Added |
| Peregrine Asset Advisers, Inc. | 20,569 | $6.92M | 2.81% | +456+2.3% | Added |
| Mathes Company, Inc. | 20,567 | $6.92M | 2.38% | −1,198−5.5% | Reduced |
| AllGen Financial Advisors, Inc. | 20,563 | $6.92M | 5.13% | +1,608+8.5% | Added |
| Peterson Wealth Advisors, LLC | 20,534 | $6.91M | 1.99% | +16,339+389.5% | Added |
| Octavia Wealth Advisors, LLC | 20,522 | $6.90M | 1.49% | +751+3.8% | Added |
| Kensington Investment Counsel, LLC | 20,508 | $6.90M | 4.02% | +20,508 | New |
| Sterling Investment Advisors, Ltd. | 20,455 | $6.88M | 1.94% | −1,258−5.8% | Reduced |
| George Kaiser Family Foundation | 20,438 | $6.87M | 0.99% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 20,411 | $6.87M | 1.03% | +1,358+7.1% | Added |
| Pinkerton Retirement Specialists, LLC | 20,407 | $6.86M | 1.20% | +55+0.3% | Added |
| First Commonwealth Financial Corp | 20,401 | $6.86M | 2.21% | +14+0.1% | Added |
| Kistler-Tiffany Companies, LLC | 20,387 | $6.86M | 1.34% | +11+0.1% | Added |
| Forte Capital LLC | 20,372 | $6.85M | 0.86% | +289+1.4% | Added |
| Sage Mountain Advisors LLC | 20,326 | $6.84M | 0.83% | +6,558+47.6% | Added |
| Optimum Investment Advisors | 20,276 | $6.82M | 2.66% | +11+0.1% | Added |
| McBroom & Associates, LLC | 20,212 | $6.80M | 5.12% | +20,212 | New |
| Coastal Bridge Advisors, LLC | 23,498 | $6.79M | 1.41% | +9,801+71.6% | Added |
| Page Arthur B | 20,171 | $6.78M | 4.65% | −1,319−6.1% | Reduced |
| Stableford Capital II LLC | 22,875 | $6.78M | 2.86% | +1,591+7.5% | Added |
| Wealth Effects LLC | 20,144 | $6.78M | 2.81% | +20,144 | New |
| Bull Street Advisors, LLC | 20,043 | $6.74M | 3.21% | −359−1.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 20,009 | $6.73M | 4.39% | −236−1.2% | Reduced |
| Barbara Oil Co. | 20,000 | $6.73M | 2.91% | 00.0% | Unchanged |
| Alight Capital Management LP | 20,000 | $6.73M | 2.19% | +20,000 | New |
| Elgethun Capital Management | 20,291 | $6.72M | 2.35% | −553−2.7% | Reduced |
| Pure Financial Advisors, Inc. | 19,976 | $6.72M | 0.33% | −389−1.9% | Reduced |
| Wittenberg Investment Management, Inc. | 19,966 | $6.71M | 2.44% | −268−1.3% | Reduced |
| Agate Pass Investment Management, LLC | 19,896 | $6.69M | 4.16% | +19,896 | New |
| Legacy Financial Advisors, Inc. | 19,891 | $6.69M | 1.53% | +1,615+8.8% | Added |
| S.E.E.D. Planning Group LLC | 19,882 | $6.69M | 2.90% | −302−1.5% | Reduced |
| Sheets Smith Investment Management | 19,849 | $6.68M | 4.74% | +19,849 | New |
| Cape Ann Savings Bank | 19,805 | $6.66M | 4.00% | −120−0.6% | Reduced |
| RDA Financial Network | 19,779 | $6.65M | 2.71% | +415+2.1% | Added |
| Palouse Capital Management, Inc. | 19,758 | $6.64M | 2.84% | −1,076−5.2% | Reduced |
| Regatta Capital Group, LLC | 19,749 | $6.64M | 2.32% | +19,749 | New |
| DFPG Investments, LLC | 22,008 | $6.64M | 2.77% | −2,071−8.6% | Reduced |
| Resurgent Financial Advisors LLC | 19,731 | $6.64M | 5.47% | +19,731 | New |
| Regency Capital Management Inc. | 19,721 | $6.63M | 4.22% | −2,662−11.9% | Reduced |
| Private Portfolio Partners LLC | 19,721 | $6.63M | 1.70% | +6,219+46.1% | Added |
| Institutional & Family Asset Management, LLC | 19,704 | $6.63M | 1.04% | −3,268−14.2% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 19,679 | $6.62M | 1.56% | +3,562+22.1% | Added |
| GFG Capital, LLC | 19,648 | $6.61M | 1.99% | +735+3.9% | Added |
| Kenfarb & Co. | 19,647 | $6.61M | 4.83% | +19,647 | New |
| Aviance Capital Partners, LLC | 19,622 | $6.60M | 1.10% | −336−1.7% | Reduced |
| RB Capital Management, LLC | 19,612 | $6.60M | 2.06% | +208+1.1% | Added |
| Cottage Street Advisors LLC | 19,587 | $6.59M | 3.73% | +53+0.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 19,565 | $6.58M | 2.56% | +181+0.9% | Added |
| Brandes Investment Partners, LP | 19,524 | $6.57M | 0.14% | −1,049−5.1% | Reduced |
| Madden Securities Corp | 19,478 | $6.55M | 3.07% | +327+1.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 19,462 | $6.54M | 3.33% | −26−0.1% | Reduced |
| Gs Investments, Inc. | 19,439 | $6.54M | 3.16% | −82−0.4% | Reduced |
| Bluesphere Advisors, LLC | 19,438 | $6.54M | 5.43% | +12+0.1% | Added |
| Peninsula Asset Management Inc | 19,425 | $6.53M | 3.10% | −509−2.6% | Reduced |
| StrategIQ Financial Group, LLC | 19,426 | $6.53M | 0.65% | +11,802+154.8% | Added |
| Benjamin Edwards Inc | 19,291 | $6.49M | 2.10% | +13,419+228.5% | Added |
| Highview Capital Management LLC | 19,258 | $6.48M | 4.20% | +19,258 | New |
| Founders Financial Securities LLC | 19,244 | $6.47M | 1.16% | −29−0.2% | Reduced |
| US Asset Management LLC | 19,231 | $6.47M | 6.19% | −14−0.1% | Reduced |
| Intrua Financial, LLC | 19,210 | $6.46M | 1.14% | −139−0.7% | Reduced |
| Montgomery Investment Management Inc | 19,205 | $6.46M | 2.17% | −60−0.3% | Reduced |
| Insight Advisors, LLC | 19,197 | $6.46M | 1.90% | −1,957−9.3% | Reduced |
| Security National Bank of So Dak | 19,182 | $6.45M | 4.34% | +26+0.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 19,174 | $6.45M | 4.88% | −95−0.5% | Reduced |
| Calton & Associates, Inc. | 19,171 | $6.45M | 1.72% | −1,510−7.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 19,162 | $6.44M | 2.39% | +46+0.2% | Added |