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 |
|---|---|---|---|---|---|
| Cambridge Trust Co | 487,085 | $163.8M | 5.28% | +23,159+5.0% | Added |
| Pinnacle Associates Ltd | 486,519 | $163.6M | 2.82% | +27,344+6.0% | Added |
| GWM Advisors LLC | 485,282 | $163.2M | 2.46% | +147,770+43.8% | Added |
| Busey Wealth Management | 481,484 | $161.9M | 6.12% | −21,677−4.3% | Reduced |
| Bailard, Inc. | 480,541 | $161.6M | 5.15% | −4,412−0.9% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 479,980 | $161.4M | 1.85% | 00.0% | Unchanged |
| Martin Currie Ltd | 475,588 | $159.9M | 4.43% | −22,573−4.5% | Reduced |
| Prio Wealth Limited Partnership | 474,504 | $159.6M | 4.90% | −5,861−1.2% | Reduced |
| Mar Vista Investment Partners LLC | 474,370 | $159.5M | 4.31% | −126,706−21.1% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 473,597 | $159.3M | 7.53% | −7,440−1.5% | Reduced |
| Shelton Capital Management | 473,210 | $159.2M | 5.66% | −17,587−3.6% | Reduced |
| Crossmark Global Holdings, Inc. | 470,391 | $158.2M | 3.44% | +25,348+5.7% | Added |
| Associated Banc-Corp | 466,963 | $157.0M | 5.76% | −14,474−3.0% | Reduced |
| TPG GP A, LLC | 466,470 | $156.9M | 1.57% | +466,470 | New |
| Bain Capital Public Equity Management II, LLC | 466,347 | $156.8M | 5.74% | +47,917+11.5% | Added |
| Kentucky Retirement Systems | 465,992 | $156.7M | 6.37% | +29,048+6.6% | Added |
| Nan Shan Life Insurance Co., Ltd. | 465,183 | $156.4M | 2.37% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 464,925 | $156.4M | 9.08% | −1,547−0.3% | Reduced |
| Lido Advisors, LLC | 464,179 | $156.1M | 3.00% | +56,023+13.7% | Added |
| CWM, LLC | 463,570 | $155.9M | 1.10% | +463,570 | New |
| Boston Financial Mangement LLC | 462,374 | $155.5M | 5.66% | −8,851−1.9% | Reduced |
| Barrett Asset Management, LLC | 460,236 | $154.8M | 5.84% | +44,811+10.8% | Added |
| Bridges Investment Management Inc | 460,014 | $154.7M | 4.53% | −9,074−1.9% | Reduced |
| New Mexico Educational Retirement Board | 459,047 | $154.4M | 5.18% | −33,800−6.9% | Reduced |
| Stonegate Investment Group, LLC | 455,266 | $153.1M | 6.43% | +455,266 | New |
| Connectus Wealth, LLC | 455,094 | $153.1M | 5.93% | +208,594+84.6% | Added |
| GAM Holding AG | 455,100 | $153.1M | 6.82% | +33,250+7.9% | Added |
| Corvex Management LP | 454,652 | $152.9M | 7.30% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 451,982 | $152.0M | 5.60% | −36,155−7.4% | Reduced |
| Peapack Gladstone Financial Corp | 451,753 | $151.9M | 2.87% | −2,473−0.5% | Reduced |
| Freestone Capital Holdings, LLC | 450,961 | $151.7M | 6.41% | +160,417+55.2% | Added |
| Davis Selected Advisers | 444,003 | $149.3M | 0.69% | −5,637−1.3% | Reduced |
| RWC Asset Management LLP | 440,243 | $148.1M | 4.10% | +2,611+0.6% | Added |
| Argent Capital Management LLC | 439,585 | $147.8M | 4.28% | −736−0.2% | Reduced |
| Perfromance Wealth Partners, LLC | 436,321 | $146.7M | 5.92% | +436,321 | New |
| EP Wealth Advisors, LLC | 435,310 | $146.4M | 3.46% | +32,995+8.2% | Added |
| People's United Financial, Inc. | 432,498 | $145.5M | 3.49% | −63,094−12.7% | Reduced |
| Sands Capital Management, LLC | 430,849 | $144.9M | 0.27% | −46,003−9.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 429,331 | $144.4M | 3.12% | +23,158+5.7% | Added |
| Park National Corp | 427,675 | $143.8M | 5.61% | −13,491−3.1% | Reduced |
| Oakmont Corp | 427,559 | $143.8M | 11.66% | 00.0% | Unchanged |
| Braun Stacey Associates Inc | 427,331 | $143.7M | 5.24% | −8,734−2.0% | Reduced |
| Rovida Advisors Inc. | 425,458 | $143.0M | 6.42% | 00.0% | Unchanged |
| Blue Whale Capital LLP | 422,180 | $142.0M | 11.56% | +31,950+8.2% | Added |
| Castleark Management LLC | 421,320 | $141.7M | 5.21% | −970−0.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 421,209 | $141.7M | 4.60% | +7,484+1.8% | Added |
| Immersion Capital LLP | 420,020 | $141.3M | 13.06% | −69,400−14.2% | Reduced |
| La Financiere de L'Echiquier | 419,059 | $140.9M | 4.75% | −86,680−17.1% | Reduced |
| Saratoga Research & Investment Management | 415,168 | $139.6M | 5.95% | −6,240−1.5% | Reduced |
| Bluestein R H & Co | 411,941 | $138.5M | 4.95% | −6,855−1.6% | Reduced |
| Westwood Management Corp | 411,650 | $138.4M | 10.58% | −5,400−1.3% | Reduced |
| Voloridge Investment Management, LLC | 409,439 | $137.7M | 0.75% | −173,155−29.7% | Reduced |
| J. L. Bainbridge & Co., Inc. | 408,856 | $137.5M | 15.87% | −4,976−1.2% | Reduced |
| PointState Capital LP | 401,799 | $135.1M | 4.17% | −283,075−41.3% | Reduced |
| FDx Advisors, Inc. | 398,943 | $134.2M | 3.71% | +23,738+6.3% | Added |
| Becker Capital Management Inc | 395,398 | $133.0M | 5.26% | −8,146−2.0% | Reduced |
| Clark Capital Management Group, Inc. | 394,176 | $132.6M | 1.63% | −392−0.1% | Reduced |
| Wilkinson Global Asset Management LLC | 393,989 | $132.5M | 7.34% | −31,929−7.5% | Reduced |
| Spears Abacus Advisors LLC | 393,440 | $132.3M | 8.93% | −3,939−1.0% | Reduced |
| Colony Group LLC | 391,923 | $131.8M | 2.32% | −39,083−9.1% | Reduced |
| Howland Capital Management LLC | 390,965 | $131.5M | 6.68% | −3,684−0.9% | Reduced |
| TCTC Holdings, LLC | 390,714 | $131.4M | 5.61% | −4,212−1.1% | Reduced |
| Inverness Counsel LLC | 389,883 | $131.1M | 4.83% | −79,326−16.9% | Reduced |
| Flputnam Investment Management Co | 389,818 | $131.1M | 4.02% | +9,086+2.4% | Added |
| HS Management Partners, LLC | 389,458 | $131.0M | 3.47% | −95,255−19.7% | Reduced |
| Capital Advisors Inc | 387,943 | $130.5M | 3.49% | +15,355+4.1% | Added |
| Regentatlantic Capital LLC | 385,241 | $129.6M | 3.62% | +2,923+0.8% | Added |
| Salem Investment Counselors Inc | 385,137 | $129.5M | 4.51% | −724−0.2% | Reduced |
| Great Lakes Advisors, LLC | 384,050 | $129.2M | 1.97% | −55,346−12.6% | Reduced |
| Rothschild & Co Asset Management US Inc. | 383,784 | $129.1M | 1.51% | −10,616−2.7% | Reduced |
| Smith Group Asset Management, LLC | 382,399 | $128.5M | 5.91% | −22,300−5.5% | Reduced |
| Phoenix Holdings Ltd. | 380,591 | $128.1M | 2.17% | +4,523+1.2% | Added |
| Banco Santander, S.A. | 380,673 | $128.0M | 0.69% | −86,054−18.4% | Reduced |
| Hancock Whitney Corp | 380,152 | $127.9M | 4.02% | −452−0.1% | Reduced |
| Pinnacle Financial Partners Inc | 376,381 | $126.6M | 3.95% | +24,482+7.0% | Added |
| Pensioenfonds Rail & Ov | 372,795 | $125.4M | 2.97% | +11,095+3.1% | Added |
| SeaTown Holdings Pte. Ltd. | 372,700 | $125.3M | 6.78% | −35,000−8.6% | Reduced |
| KCM Investment Advisors LLC | 372,356 | $125.2M | 4.36% | +1,420+0.4% | Added |
| Capital International Ltd | 371,955 | $125.1M | 6.35% | +334+0.1% | Added |
| James Hambro & Partners | 371,767 | $125.0M | 8.48% | −33,220−8.2% | Reduced |
| Sit Investment Associates Inc | 371,226 | $124.9M | 2.93% | −3,931−1.0% | Reduced |
| Rheos Capital Works Inc. | 370,400 | $124.6M | 5.44% | −58,600−13.7% | Reduced |
| Raymond James Trust N.A. | 369,986 | $124.4M | 3.70% | −11,645−3.1% | Reduced |
| Investment Management Corp of Ontario | 367,821 | $123.7M | 5.74% | 00.0% | Unchanged |
| Clarius Group, LLC | 366,051 | $123.1M | 9.74% | −13,345−3.5% | Reduced |
| Fullerton Fund Management Co Ltd. | 362,330 | $121.9M | 6.11% | +112,965+45.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 361,869 | $121.7M | 2.34% | −5,607−1.5% | Reduced |
| Atria Investments LLC | 361,362 | $121.5M | 2.17% | −3,267−0.9% | Reduced |
| Cetera Investment Advisers | 360,779 | $121.3M | 1.74% | +20,591+6.1% | Added |
| Birch Hill Investment Advisors LLC | 358,456 | $120.6M | 5.97% | −15,480−4.1% | Reduced |
| Martingale Asset Management L P | 358,303 | $120.5M | 1.54% | −63,374−15.0% | Reduced |
| Davidson Kempner Capital Management LP | 355,117 | $119.4M | 1.79% | +62,193+21.2% | Added |
| Davis R M Inc | 353,821 | $119.0M | 2.65% | −1,304−0.4% | Reduced |
| Point72 Asset Management, L.P. | 353,306 | $118.8M | 0.53% | −369,722−51.1% | Reduced |
| Glenview Trust Co | 350,871 | $118.0M | 3.91% | +12,403+3.7% | Added |
| Brinker Capital Investments, LLC | 350,287 | $117.8M | 1.71% | +35,910+11.4% | Added |
| London & Capital Asset Management Ltd | 350,119 | $117.8M | 7.23% | +21,190+6.4% | Added |
| Center Lake Capital Management, LLC | 350,000 | $117.7M | 20.67% | +30,000+9.4% | Added |
| Parsec Financial Management, Inc. | 348,456 | $117.2M | 4.85% | −13,998−3.9% | Reduced |
| Guinness Asset Management LTD | 348,203 | $117.1M | 4.58% | +43,363+14.2% | Added |