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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 346,234 | $116.4M | 1.12% | +39,292+12.8% | Added |
| Eastern Bank | 345,891 | $116.3M | 5.07% | +40,413+13.2% | Added |
| Cypress Funds LLC | 344,655 | $115.9M | 9.73% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 344,109 | $115.7M | 4.05% | −7,195−2.0% | Reduced |
| Palladium Partners LLC | 342,660 | $115.2M | 4.71% | −2,132−0.6% | Reduced |
| Ami Asset Management Corp | 342,261 | $115.1M | 5.56% | −7,735−2.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 342,239 | $115.1M | 8.24% | +13,585+4.1% | Added |
| Bristlecone Advisors, LLC | 341,084 | $114.7M | 13.77% | −3,502−1.0% | Reduced |
| Voyager Global Management LP | 340,000 | $114.3M | 8.30% | +340,000 | New |
| Massmutual Trust Co FSB | 338,343 | $113.8M | 4.23% | −2,439−0.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 338,294 | $113.8M | 1.10% | +43,557+14.8% | Added |
| Ieq Capital, LLC | 338,154 | $113.7M | 2.63% | +29,334+9.5% | Added |
| Vaughan David Investments LLC | 337,214 | $113.4M | 3.31% | −13,244−3.8% | Reduced |
| Highland Capital Management, LLC | 337,168 | $113.4M | 6.42% | −3,442−1.0% | Reduced |
| Advisors Capital Management, LLC | 335,917 | $113.0M | 3.06% | +45,527+15.7% | Added |
| Donaldson Capital Management, LLC | 335,527 | $112.8M | 4.96% | +4,777+1.4% | Added |
| Evergreen Capital Management LLC | 333,785 | $112.3M | 4.49% | +1,404+0.4% | Added |
| Fort Pitt Capital Group, LLC | 333,173 | $112.1M | 4.05% | −9,912−2.9% | Reduced |
| Northwest & Ethical Investments L.P. | 332,610 | $111.9M | 3.30% | −21,908−6.2% | Reduced |
| Cullen Capital Management LLC | 332,181 | $111.7M | 1.05% | −37,676−10.2% | Reduced |
| Stephens Inc | 331,977 | $111.7M | 1.69% | −9,894−2.9% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 331,133 | $111.4M | 5.27% | −6,125−1.8% | Reduced |
| First National Bank of Omaha | 330,385 | $111.1M | 5.32% | −10,661−3.1% | Reduced |
| Ashfield Capital Partners, LLC | 329,998 | $111.0M | 7.13% | −2,975−0.9% | Reduced |
| Bryn Mawr Trust Co | 329,782 | $110.9M | 3.99% | −12,290−3.6% | Reduced |
| Bristol Gate Capital Partners Inc. | 329,473 | $110.8M | 4.98% | +1,786+0.5% | Added |
| Gilder Gagnon Howe & Co LLC | 325,862 | $109.6M | 0.62% | +21,279+7.0% | Added |
| BSN Capital Partners Ltd | 325,162 | $109.4M | 6.94% | +325,162 | New |
| TRB Advisors LP | 325,000 | $109.3M | 35.16% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 324,747 | $109.2M | 4.24% | −5,284−1.6% | Reduced |
| Highland Private Wealth Management | 322,155 | $108.3M | 13.77% | −2,373−0.7% | Reduced |
| Vantage Investment Partners, LLC | 322,083 | $108.3M | 5.54% | +4,319+1.4% | Added |
| ACR Alpine Capital Research, LLC | 322,014 | $108.3M | 5.82% | −4,370−1.3% | Reduced |
| Schwartz Investment Counsel Inc | 320,658 | $107.8M | 4.19% | −31,635−9.0% | Reduced |
| Independent Advisor Alliance | 318,716 | $107.2M | 5.29% | +23,730+8.0% | Added |
| Chartwell Investment Partners, LLC | 317,606 | $106.8M | 3.11% | −18,557−5.5% | Reduced |
| Hound Partners, LLC | 317,545 | $106.8M | 6.28% | −155,859−32.9% | Reduced |
| TCW Group Inc | 317,353 | $106.7M | 0.88% | +3,028+1.0% | Added |
| Citizens Financial Group Inc | 320,726 | $106.1M | 3.56% | −5,232−1.6% | Reduced |
| Veritable, L.P. | 315,013 | $105.9M | 1.57% | −1,976−0.6% | Reduced |
| Spire Wealth Management | 312,456 | $105.2M | 2.33% | +40,372+14.8% | Added |
| GW&K Investment Management, LLC | 311,861 | $104.9M | 0.88% | −1,974−0.6% | Reduced |
| McDaniel Terry & Co | 310,423 | $104.4M | 10.46% | +2,575+0.8% | Added |
| DuPont Capital Management Corp | 308,834 | $103.9M | 3.70% | −105,080−25.4% | Reduced |
| Unigestion Holding SA | 308,399 | $103.7M | 4.22% | −5,614−1.8% | Reduced |
| Pathstone Family Office, LLC | 292,204 | $103.7M | 2.58% | +60,279+26.0% | Added |
| Cornerstone Advisors, LLC | 308,000 | $103.6M | 5.63% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 306,600 | $103.1M | 4.08% | −1,874−0.6% | Reduced |
| Avalon Investment & Advisory | 299,313 | $100.7M | 2.48% | −48,535−14.0% | Reduced |
| AIA Group Ltd | 298,875 | $100.5M | 4.75% | +76,441+34.4% | Added |
| CPWM, LLC | 355,357 | $100.2M | 7.90% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 297,706 | $100.1M | 8.57% | +297,706 | New |
| Grandfield & Dodd, LLC | 297,593 | $100.1M | 6.44% | −9,243−3.0% | Reduced |
| Bollard Group LLC | 297,581 | $100.1M | 3.20% | +715+0.2% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 297,500 | $100.1M | 2.57% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 296,461 | $99.7M | 5.16% | −4,751−1.6% | Reduced |
| Guyasuta Investment Advisors Inc | 295,192 | $99.3M | 6.50% | −3,187−1.1% | Reduced |
| Central Trust Co | 294,501 | $99.0M | 2.79% | +2,292+0.8% | Added |
| Private Wealth Partners, LLC | 294,157 | $98.9M | 8.36% | −7,430−2.5% | Reduced |
| Maryland Capital Management | 293,462 | $98.7M | 5.34% | +4,171+1.4% | Added |
| Tdam USA Inc. | 293,438 | $98.7M | 6.13% | −36,982−11.2% | Reduced |
| Stack Financial Management, Inc | 292,606 | $98.4M | 8.49% | +650.0% | Added |
| Osterweis Capital Management Inc | 289,985 | $97.5M | 4.88% | −1,821−0.6% | Reduced |
| Kinneret Advisory, LLC | 289,720 | $97.4M | 10.10% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 288,392 | $97.0M | 3.79% | −24,949−8.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 287,589 | $96.7M | 3.19% | +599+0.2% | Added |
| Parthenon LLC | 287,465 | $96.7M | 13.56% | −10,915−3.7% | Reduced |
| Altshuler Shaham Ltd | 287,203 | $96.6M | 2.04% | −907,903−76.0% | Reduced |
| National Asset Management, Inc. | 285,578 | $95.7M | 2.76% | +5,351+1.9% | Added |
| Hantz Financial Services, Inc. | 283,474 | $95.3M | 2.75% | +11,375+4.2% | Added |
| Bowen Hanes & Co Inc | 282,515 | $95.0M | 2.68% | −10,362−3.5% | Reduced |
| Wesbanco Bank Inc | 282,377 | $95.0M | 3.42% | −2,435−0.9% | Reduced |
| Harvest Volatility Management LLC | 279,570 | $94.0M | 4.70% | +51,631+22.7% | Added |
| Beacon Pointe Advisors, LLC | 279,025 | $93.8M | 2.45% | −134,902−32.6% | Reduced |
| Covington Capital Management | 278,867 | $93.8M | 3.24% | −10,175−3.5% | Reduced |
| Tower Bridge Advisors | 277,058 | $93.2M | 5.72% | −2,180−0.8% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 276,930 | $93.1M | 20.64% | +1,886+0.7% | Added |
| Gamble Jones Investment Counsel | 276,679 | $93.1M | 5.50% | +221+0.1% | Added |
| Chilton Capital Management LLC | 275,806 | $92.8M | 4.74% | +2,250+0.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 275,882 | $92.8M | 5.89% | −27,830−9.2% | Reduced |
| Hardman Johnston Global Advisors LLC | 274,437 | $92.3M | 2.49% | −42,855−13.5% | Reduced |
| Meritage Portfolio Management | 273,419 | $92.0M | 5.21% | −938−0.3% | Reduced |
| Advisor Partners LLC | 271,869 | $91.4M | 5.51% | +502+0.2% | Added |
| Capital International Sarl | 270,360 | $90.9M | 4.34% | +153,916+132.2% | Added |
| Roffman Miller Associates Inc | 270,118 | $90.8M | 6.15% | −6,536−2.4% | Reduced |
| Hyman Charles D | 267,839 | $90.1M | 5.71% | +1,606+0.6% | Added |
| Crake Asset Management LLP | 267,700 | $90.0M | 5.09% | +64,000+31.4% | Added |
| Caledonia Investments PLC | 266,767 | $89.7M | 13.72% | −16,000−5.7% | Reduced |
| Candlestick Capital Management LP | 266,373 | $89.6M | 2.01% | +5,183+2.0% | Added |
| Nwam LLC | 265,367 | $89.2M | 7.06% | +13,128+5.2% | Added |
| NFJ Investment Group, LLC | 264,910 | $89.1M | 1.63% | −58,856−18.2% | Reduced |
| NZS Capital, LLC | 263,962 | $88.8M | 7.79% | +5,729+2.2% | Added |
| Lannebo Fonder AB | 263,000 | $88.5M | 10.62% | −15,000−5.4% | Reduced |
| Summitry LLC | 262,941 | $88.4M | 5.17% | −3,191−1.2% | Reduced |
| Stratos Wealth Partners, LTD. | 262,554 | $88.3M | 1.95% | +5,573+2.2% | Added |
| Qube Research & Technologies Ltd | 262,375 | $88.2M | 0.68% | −128,056−32.8% | Reduced |
| Ameritas Investment Partners, Inc. | 262,154 | $88.2M | 2.97% | −10,778−3.9% | Reduced |
| Omers Administration Corp | 261,802 | $88.0M | 1.14% | −21,030−7.4% | Reduced |
| Farmers & Merchants Investments Inc | 260,947 | $87.8M | 3.27% | +3,634+1.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 260,878 | $87.7M | 4.70% | +361+0.1% | Added |