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 |
|---|---|---|---|---|---|
| Mechanics Financial Corp | 19,111 | $6.43M | 3.04% | +19,111 | New |
| First Command Financial Services, Inc. | 19,078 | $6.42M | 0.94% | +253+1.3% | Added |
| Capital Management Associates | 19,052 | $6.41M | 6.27% | −1,890−9.0% | Reduced |
| Marino, Stram & Associates LLC | 19,034 | $6.40M | 1.97% | −2,058−9.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 19,037 | $6.40M | 3.02% | +6,100+47.2% | Added |
| Cable Hill Partners, LLC | 19,012 | $6.39M | 1.32% | +45+0.2% | Added |
| Lane Generational LLC | 19,011 | $6.39M | 5.50% | +19,011 | New |
| EPG Wealth Management LLC | 19,010 | $6.39M | 2.25% | +1,797+10.4% | Added |
| BIT Capital GmbH | 19,007 | $6.39M | 0.50% | −13,678−41.8% | Reduced |
| CV Advisors LLC | 18,994 | $6.39M | 3.65% | +18,994 | New |
| Beacon Financial Group | 19,059 | $6.38M | 0.83% | −247−1.3% | Reduced |
| Fairhaven Wealth Management, LLC | 18,964 | $6.38M | 2.49% | +23+0.1% | Added |
| United Bank | 18,948 | $6.37M | 3.42% | −48−0.3% | Reduced |
| StrongBox Wealth, LLC | 18,923 | $6.36M | 3.18% | +898+5.0% | Added |
| Adams Asset Advisors, LLC | 18,854 | $6.34M | 1.15% | −1,693−8.2% | Reduced |
| IMS Capital Management | 18,847 | $6.34M | 3.26% | +996+5.6% | Added |
| Field & Main Bank | 18,849 | $6.34M | 3.65% | +1,850+10.9% | Added |
| SignalPoint Asset Management, LLC | 18,847 | $6.34M | 1.93% | +10.0% | Added |
| Security National Bank of Sioux City Iowa | 18,810 | $6.33M | 4.35% | −232−1.2% | Reduced |
| Buttonwood Financial Advisors Inc. | 18,812 | $6.33M | 6.19% | +18,812 | New |
| Reik & Co., LLC | 18,809 | $6.33M | 1.51% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 18,777 | $6.32M | 0.59% | −705−3.6% | Reduced |
| Concord Wealth Partners | 18,768 | $6.31M | 1.54% | +6,897+58.1% | Added |
| LCM Capital Management Inc | 18,736 | $6.30M | 4.88% | +521+2.9% | Added |
| Snider Financial Group | 18,813 | $6.30M | 2.67% | +351+1.9% | Added |
| Evermay Wealth Management LLC | 18,706 | $6.29M | 1.12% | +3,862+26.0% | Added |
| Old Mission Investment Co LLC | 18,695 | $6.29M | 2.28% | +83+0.4% | Added |
| Tower View Investment Management & Research LLC | 18,675 | $6.28M | 3.20% | −257−1.4% | Reduced |
| FORA Capital, LLC | 18,648 | $6.27M | 2.43% | +18,648 | New |
| Generali Powszechne Towarzystwo Emerytalne | 18,639 | $6.27M | 5.98% | +18,639 | New |
| Winthrop Advisory Group LLC | 18,614 | $6.26M | 1.26% | +191+1.0% | Added |
| CCG Wealth Management, LLC | 18,595 | $6.25M | 3.26% | −14,970−44.6% | Reduced |
| Accuvest Global Advisors | 18,567 | $6.24M | 2.74% | +1,089+6.2% | Added |
| Convergence Investment Partners, LLC | 18,560 | $6.24M | 3.18% | −742−3.8% | Reduced |
| Leeward Financial Partners, LLC | 18,547 | $6.24M | 3.90% | +18,547 | New |
| RDST Capital LLC | 18,475 | $6.21M | 4.23% | +18,475 | New |
| Beacon Harbor Wealth Advisors, Inc. | 18,457 | $6.21M | 2.05% | +13,957+310.2% | Added |
| KWMG, LLC | 18,453 | $6.21M | 0.84% | −761−4.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 18,446 | $6.20M | 1.87% | +602+3.4% | Added |
| Patriot Investment Management Inc. | 18,425 | $6.20M | 0.53% | +153+0.8% | Added |
| Cohen Investment Advisors LLC | 18,413 | $6.19M | 4.41% | −166−0.9% | Reduced |
| Bordeaux Wealth Advisors LLC | 18,410 | $6.19M | 2.85% | +1,445+8.5% | Added |
| River & Mercantile Asset Management LLP | 18,400 | $6.19M | 0.48% | −7,158−28.0% | Reduced |
| Windsor Creek Advisors, LLC | 18,177 | $6.18M | 2.74% | −23,663−56.6% | Reduced |
| Hurlow Wealth Management Group, Inc. | 26,630 | $6.18M | 4.85% | −141−0.5% | Reduced |
| Hudson Canyon Capital Management | 18,365 | $6.18M | 4.49% | −896−4.7% | Reduced |
| Millennium Capital Advisors, LLC | 18,364 | $6.18M | 4.81% | +18,364 | New |
| S. R. Schill & Associates | 18,354 | $6.17M | 2.46% | +71+0.4% | Added |
| Blackhawk Capital Partners LLC. | 18,356 | $6.17M | 3.73% | +98+0.5% | Added |
| Rosenbaum Jay D. | 18,339 | $6.17M | 9.07% | −4,086−18.2% | Reduced |
| Abacus Planning Group, Inc. | 18,302 | $6.16M | 1.64% | +2,011+12.3% | Added |
| SRN Advisors, LLC | 18,291 | $6.15M | 2.21% | −1,683−8.4% | Reduced |
| TCG Advisory Services, LLC | 18,277 | $6.15M | 1.44% | −1,795−8.9% | Reduced |
| Leelyn Smith, LLC | 18,278 | $6.15M | 1.64% | −553−2.9% | Reduced |
| Keystone Wealth Services, LLC | 18,249 | $6.14M | 2.49% | +18,249 | New |
| American Trust Investment Advisors, LLC | 18,243 | $6.13M | 3.05% | −177−1.0% | Reduced |
| Abeille Asset Management SA | 18,237 | $6.13M | 1.42% | +18,237 | New |
| Almanack Investment Partners, LLC. | 18,217 | $6.13M | 0.50% | +91+0.5% | Added |
| BCJ Capital Management, LLC | 18,190 | $6.12M | 0.57% | +130+0.7% | Added |
| Clarus Group, Inc. | 18,497 | $6.12M | 4.11% | −148−0.8% | Reduced |
| FLC Capital Advisors | 18,183 | $6.12M | 1.70% | +130+0.7% | Added |
| Geneva Capital Management LLC | 18,170 | $6.11M | 0.10% | −443−2.4% | Reduced |
| Dohj, LLC | 18,132 | $6.10M | 2.73% | +74+0.4% | Added |
| Accredited Investors Inc. | 18,117 | $6.09M | 0.54% | −512−2.7% | Reduced |
| KG&L Capital Management,LLC | 18,115 | $6.09M | 2.46% | +1,050+6.2% | Added |
| Graticule Asia Macro Advisors LLC | 18,075 | $6.08M | 2.83% | +18,075 | New |
| Bassett Hargrove Investment Counsel, LLC | 18,073 | $6.08M | 8.76% | −191−1.0% | Reduced |
| Boltwood Capital Management | 18,069 | $6.08M | 2.24% | −198−1.1% | Reduced |
| Revolve Wealth Partners, LLC | 18,060 | $6.07M | 1.75% | +18,060 | New |
| David R. Rahn & Associates Inc. | 18,036 | $6.07M | 2.67% | +9,077+101.3% | Added |
| Watchman Group, Inc. | 18,035 | $6.07M | 3.18% | +2,205+13.9% | Added |
| Royal Capital Wealth Management, LLC | 18,026 | $6.06M | 5.88% | +18,026 | New |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 18,021 | $6.06M | 0.24% | +521+3.0% | Added |
| Precept Management LLC | 18,000 | $6.05M | 6.30% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 17,995 | $6.05M | 3.77% | −1,233−6.4% | Reduced |
| SkyView Investment Advisors, LLC | 41,473 | $6.05M | 1.36% | +23,878+135.7% | Added |
| Matisse Capital | 17,971 | $6.04M | 4.18% | −699−3.7% | Reduced |
| First National Bank of South Miami | 17,944 | $6.04M | 3.65% | +450+2.6% | Added |
| Capital One Financial Corp | 17,910 | $6.02M | 0.73% | −1,588−8.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 17,877 | $6.01M | 2.94% | −348−1.9% | Reduced |
| MV Capital Management, Inc. | 17,828 | $6.00M | 0.87% | +600+3.5% | Added |
| Twinbeech Capital LP | 17,820 | $5.99M | 0.34% | +16,594+1,353.5% | Added |
| Trexquant Investment LP | 17,808 | $5.99M | 0.37% | −11,861−40.0% | Reduced |
| Karpas Strategies, LLC | 17,779 | $5.98M | 1.92% | +807+4.8% | Added |
| Strategic Wealth Designers | 17,749 | $5.97M | 1.55% | +1,811+11.4% | Added |
| Wedmont Private Capital | 19,582 | $5.97M | 1.84% | +19,582 | New |
| First Financial Corp | 17,703 | $5.95M | 3.64% | −647−3.5% | Reduced |
| Beaton Management Co. Inc. | 17,661 | $5.94M | 3.54% | +85+0.5% | Added |
| Axiom Investment Management LLC | 17,624 | $5.93M | 5.75% | −938−5.1% | Reduced |
| Journey Strategic Wealth LLC | 17,595 | $5.92M | 0.62% | +17,595 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 17,561 | $5.91M | 1.67% | −364−2.0% | Reduced |
| Red Cedar Investment Management, LLC | 17,555 | $5.90M | 0.71% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 17,556 | $5.90M | 2.30% | +607+3.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 17,518 | $5.89M | 0.84% | +921+5.5% | Added |
| Ardsley Advisory Partners LP | 17,500 | $5.89M | 1.39% | −3,000−14.6% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 17,483 | $5.88M | 0.36% | −742−4.1% | Reduced |
| Guardian Investment Management | 17,440 | $5.87M | 4.08% | +50+0.3% | Added |
| Lincluden Management Ltd | 17,410 | $5.86M | 0.54% | −252−1.4% | Reduced |
| WC Walker & Associates, Inc. | 18,863 | $5.85M | 2.89% | −340−1.8% | Reduced |
| Chickasaw Capital Management LLC | 17,366 | $5.84M | 0.30% | −1,305−7.0% | Reduced |