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; 6,248 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
- 4,553
- +589 vs. Q3 2021
- Shares held
- 5.28B
- +8.41M (+0.2%) vs. Q3 2021
- Total value
- $1.77T
- +$286.9B (+19.3%) vs. Q3 2021
- New holders
- 664
- 1,647 more added
- Sold out
- 75
- 1,950 more reduced
71 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 | 6,248 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Migdal Insurance & Financial Holdings Ltd. | 778,417 | $261.8M | 2.53% | +46,437+6.3% | Added |
| MUFG Americas Holdings Corp | 774,662 | $260.5M | 4.89% | −13,083−1.7% | Reduced |
| Riverbridge Partners LLC | 771,511 | $259.5M | 2.57% | −22,385−2.8% | Reduced |
| Bradley Foster & Sargent Inc | 766,511 | $257.8M | 5.35% | +20,683+2.8% | Added |
| Capital Wealth Planning, LLC | 765,708 | $257.5M | 5.71% | −11,359−1.5% | Reduced |
| Morningstar Investment Services LLC | 759,926 | $255.7M | 2.84% | +14,533+1.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 758,953 | $255.4M | 6.99% | +3,460+0.5% | Added |
| HM Payson & Co | 757,932 | $254.9M | 5.54% | +2,539+0.3% | Added |
| Mercer Global Advisors Inc | 756,878 | $254.6M | 1.57% | +36,103+5.0% | Added |
| E. Ohman J:or Asset Management AB | 756,756 | $254.5M | 7.35% | −41,400−5.2% | Reduced |
| Alberta Investment Management Corp | 752,013 | $252.9M | 1.55% | +37,000+5.2% | Added |
| Boston Private Wealth LLC | 751,073 | $252.6M | 4.14% | −28,493−3.7% | Reduced |
| Kornitzer Capital Management Inc | 747,874 | $251.5M | 3.75% | −26,696−3.4% | Reduced |
| MML Investors Services, LLC | 747,296 | $251.3M | 1.81% | +16,248+2.2% | Added |
| Marsico Capital Management LLC | 746,569 | $251.1M | 7.32% | +16,183+2.2% | Added |
| Segall Bryant & Hamill, LLC | 746,398 | $251.0M | 2.32% | −5,822−0.8% | Reduced |
| Focused Investors LLC | 746,000 | $250.9M | 7.67% | +3,000+0.4% | Added |
| Gabelli Funds LLC | 740,456 | $249.0M | 1.57% | −12,115−1.6% | Reduced |
| Advisors Asset Management, Inc. | 738,417 | $248.3M | 3.54% | −31,808−4.1% | Reduced |
| Trivest Advisors Ltd | 732,000 | $246.2M | 22.61% | +233,000+46.7% | Added |
| Brewin Dolphin Ltd | 722,368 | $242.9M | 10.68% | −70,040−8.8% | Reduced |
| Oppenheimer & Co Inc | 721,994 | $242.8M | 4.25% | −4,090−0.6% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 719,622 | $242.0M | 11.09% | 00.0% | Unchanged |
| MAI Capital Management | 717,327 | $241.3M | 3.93% | +1,412+0.2% | Added |
| Oppenheimer Asset Management Inc. | 717,041 | $241.2M | 3.20% | +3,421+0.5% | Added |
| Norinchukin Bank, The | 716,977 | $241.1M | 3.04% | −35,240−4.7% | Reduced |
| Louisiana State Employees Retirement System | 711,100 | $239.2M | 5.25% | −12,000−1.7% | Reduced |
| Private Advisor Group, LLC | 711,001 | $239.1M | 1.80% | −243,278−25.5% | Reduced |
| Gladstone Capital Management LLP | 708,631 | $238.3M | 10.66% | −12,558−1.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 706,151 | $237.5M | 5.33% | −6,103−0.9% | Reduced |
| Balyasny Asset Management LLC | 696,717 | $234.3M | 1.00% | +68,772+11.0% | Added |
| Johnson Investment Counsel Inc | 695,086 | $233.8M | 2.86% | −3,826−0.5% | Reduced |
| ClariVest Asset Management LLC | 691,099 | $232.4M | 7.15% | −18,730−2.6% | Reduced |
| Palestra Capital Management LLC | 690,931 | $232.4M | 6.77% | −235,945−25.5% | Reduced |
| Wafra Inc. | 688,823 | $231.7M | 7.33% | +4,596+0.7% | Added |
| D.A. Davidson & Co. | 685,769 | $230.7M | 2.46% | −2,776−0.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 675,581 | $227.2M | 4.74% | +17,292+2.6% | Added |
| Westwood Holdings Group Inc. | 674,105 | $226.7M | 2.03% | +31,948+5.0% | Added |
| Squarepoint Ops LLC | 672,487 | $226.2M | 1.10% | +330,433+96.6% | Added |
| Formuepleje A/S | 671,158 | $225.7M | 8.59% | −59,561−8.2% | Reduced |
| Border to Coast Pensions Partnership Ltd | 653,300 | $219.5M | 7.39% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 642,291 | $219.3M | 3.95% | −9,174−1.4% | Reduced |
| Dorsal Capital Management, LLC | 650,000 | $218.6M | 12.84% | +100,000+18.2% | Added |
| Umb Bank N A | 648,907 | $218.2M | 2.76% | +154,882+31.4% | Added |
| Tocqueville Asset Management L.P. | 648,548 | $218.1M | 3.00% | −14,891−2.2% | Reduced |
| Securian Asset Management, Inc | 647,853 | $217.9M | 4.02% | −3,653−0.6% | Reduced |
| Montrusco Bolton Investments Inc. | 654,828 | $217.5M | 5.13% | −292,258−30.9% | Reduced |
| Cannell Peter B & Co Inc | 644,370 | $216.7M | 6.14% | −30,597−4.5% | Reduced |
| Bokf, NA | 641,995 | $215.9M | 3.34% | +19,366+3.1% | Added |
| Brighton Jones LLC | 639,039 | $214.9M | 10.15% | −6,649−1.0% | Reduced |
| Hyperion Asset Management Ltd | 637,886 | $214.5M | 8.44% | +30,357+5.0% | Added |
| Meritage Group LP | 635,936 | $213.9M | 4.26% | −257,129−28.8% | Reduced |
| Pendal Group Limited | 631,559 | $212.4M | 1.70% | +49,169+8.4% | Added |
| Crestwood Advisors Group LLC | 629,554 | $211.7M | 5.50% | −12,759−2.0% | Reduced |
| Agf Investments Inc. | 628,671 | $211.4M | 1.52% | −9,237−1.4% | Reduced |
| Mondrian Investment Partners LTD | 624,570 | $210.1M | 4.15% | −25,977−4.0% | Reduced |
| Nicholas Company, Inc. | 622,960 | $209.5M | 3.41% | −12,350−1.9% | Reduced |
| Financial Counselors Inc | 620,945 | $208.8M | 4.29% | −55,802−8.2% | Reduced |
| Wealthfront Advisers LLC | 619,675 | $208.4M | 0.88% | +27,482+4.6% | Added |
| Adams Diversified Equity Fund, Inc. | 618,100 | $207.9M | 7.88% | −51,600−7.7% | Reduced |
| Joho Capital LLC | 618,000 | $207.8M | 28.76% | −99,500−13.9% | Reduced |
| Ninety One North America, Inc. | 616,295 | $207.3M | 7.25% | +81,534+15.2% | Added |
| Meitav Dash Investments Ltd | 615,143 | $207.2M | 3.38% | +65,776+12.0% | Added |
| Varma Mutual Pension Insurance Co | 612,643 | $206.0M | 3.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 601,202 | $202.2M | 2.05% | −99,455−14.2% | Reduced |
| Crawford Investment Counsel Inc | 599,338 | $201.6M | 3.83% | −16,049−2.6% | Reduced |
| Trillium Asset Management, LLC | 593,683 | $199.7M | 4.68% | +6,340+1.1% | Added |
| RE Advisers Corp | 592,087 | $199.1M | 4.58% | −83,100−12.3% | Reduced |
| Antipodes Partners Ltd | 592,087 | $199.1M | 7.15% | −210,093−26.2% | Reduced |
| Douglas Lane & Associates, LLC | 591,078 | $198.8M | 2.64% | −22,593−3.7% | Reduced |
| Congress Asset Management Co | 587,956 | $197.7M | 1.51% | −98,270−14.3% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 582,570 | $195.9M | 5.91% | −123,748−17.5% | Reduced |
| AE Wealth Management LLC | 580,773 | $195.3M | 1.36% | +31,421+5.7% | Added |
| Maryland State Retirement & Pension System | 577,712 | $194.3M | 5.08% | +2,800+0.5% | Added |
| Whittier Trust Co of Nevada Inc | 570,171 | $191.8M | 7.00% | +2,184+0.4% | Added |
| Pictet & Cie (Europe) SA | 561,942 | $189.0M | 6.45% | −284−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 561,347 | $188.8M | 2.87% | +29,646+5.6% | Added |
| Milestone Resources Group Ltd | 561,058 | $188.7M | 7.73% | 00.0% | Unchanged |
| Country Trust Bank | 560,056 | $188.4M | 5.11% | −44,377−7.3% | Reduced |
| NS Partners Ltd | 559,311 | $188.1M | 8.82% | +7,281+1.3% | Added |
| Meyer Handelman Co | 554,625 | $186.5M | 6.95% | +529+0.1% | Added |
| Pacer Advisors, Inc. | 547,764 | $184.2M | 1.89% | −9,532−1.7% | Reduced |
| Allstate Corp | 540,750 | $181.9M | 3.47% | +371,872+220.2% | Added |
| Saturna Capital CORP | 564,787 | $181.1M | 3.25% | +956+0.2% | Added |
| Bamco Inc | 538,163 | $181.0M | 0.38% | +1,362+0.3% | Added |
| Parallax Volatility Advisers, L.P. | 537,490 | $180.8M | 2.22% | −1,757,577−76.6% | Reduced |
| Elo Mutual Pension Insurance Co | 536,706 | $180.5M | 4.98% | +37,623+7.5% | Added |
| Cetera Advisor Networks LLC | 534,923 | $179.9M | 2.20% | +1,164+0.2% | Added |
| Profund Advisors LLC | 533,665 | $179.5M | 5.87% | −42,513−7.4% | Reduced |
| Synovus Financial Corp | 530,449 | $178.4M | 1.77% | −4,038−0.8% | Reduced |
| Capital Counsel LLC | 530,028 | $178.3M | 7.55% | −525−0.1% | Reduced |
| Cerity Partners LLC | 553,062 | $178.1M | 2.71% | +104,838+23.4% | Added |
| Delta Asset Management LLC | 528,327 | $177.7M | 15.69% | −4,629−0.9% | Reduced |
| Confluence Investment Management LLC | 527,388 | $177.4M | 2.36% | −25,989−4.7% | Reduced |
| Worldquant Millennium Advisors LLC | 525,469 | $176.7M | 3.51% | −58,372−10.0% | Reduced |
| Alleghany Corp | 508,169 | $170.9M | 4.97% | 00.0% | Unchanged |
| Avenir Corp | 506,897 | $170.5M | 13.14% | −4,562−0.9% | Reduced |
| Staley Capital Advisers Inc | 504,973 | $169.8M | 8.11% | −9,942−1.9% | Reduced |
| Brown Brothers Harriman & Co | 496,783 | $167.1M | 0.94% | −1,788−0.4% | Reduced |
| Liontrust Investment Partners LLP | 495,200 | $166.5M | 1.98% | +5,363+1.1% | Added |