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 |
|---|---|---|---|---|---|
| Azimuth Capital Management LLC | 207,101 | $69.7M | 2.81% | −7,217−3.4% | Reduced |
| HighTower Trust Services, LTA | 207,092 | $69.6M | 6.79% | +5,082+2.5% | Added |
| Ardevora Asset Management LLP | 207,049 | $69.6M | 0.74% | −19,700−8.7% | Reduced |
| Community Trust & Investment Co | 205,702 | $69.2M | 5.34% | −1,933−0.9% | Reduced |
| Philadelphia Trust Co | 205,434 | $69.1M | 5.00% | −12,009−5.5% | Reduced |
| Investment House LLC | 204,509 | $68.8M | 4.42% | −3,528−1.7% | Reduced |
| Berkshire Asset Management LLC | 204,088 | $68.6M | 4.18% | −970−0.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 204,057 | $68.6M | 6.38% | +8,760+4.5% | Added |
| Moody Lynn & Lieberson, LLC | 203,410 | $68.4M | 4.59% | +467+0.2% | Added |
| First American Bank | 203,038 | $68.3M | 3.61% | +1,794+0.9% | Added |
| Cetera Advisors LLC | 202,667 | $68.2M | 1.38% | −24,688−10.9% | Reduced |
| Empire Life Investments Inc. | 202,549 | $68.1M | 4.15% | −4,165−2.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 202,074 | $68.0M | 1.21% | +19,786+10.9% | Added |
| Baldwin Brothers Inc | 201,803 | $67.9M | 6.79% | +4,465+2.3% | Added |
| Avantax Advisory Services, Inc. | 201,471 | $67.8M | 1.02% | +14,216+7.6% | Added |
| Smith Chas P & Associates Pa Cpas | 201,409 | $67.7M | 4.62% | −2,854−1.4% | Reduced |
| Baskin Financial Services Inc. | 200,514 | $67.4M | 5.38% | +634+0.3% | Added |
| JBF Capital, Inc. | 200,000 | $67.3M | 12.72% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 198,595 | $66.8M | 8.46% | +3,512+1.8% | Added |
| Aureus Asset Management, LLC | 197,911 | $66.6M | 4.11% | −1,006−0.5% | Reduced |
| Vestcor Inc | 197,425 | $66.4M | 2.34% | +21,676+12.3% | Added |
| Bard Financial Services, Inc. | 197,373 | $66.4M | 5.35% | −1,675−0.8% | Reduced |
| Fernbridge Capital Management LP | 197,291 | $66.4M | 6.62% | −202,913−50.7% | Reduced |
| Prudential PLC | 197,284 | $66.3M | 0.91% | +68,972+53.8% | Added |
| Pictet North America Advisors SA | 196,119 | $66.0M | 6.49% | −669−0.3% | Reduced |
| Richard Bernstein Advisors LLC | 195,884 | $65.9M | 1.27% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 195,443 | $65.7M | 4.62% | +4,345+2.3% | Added |
| Gotham Asset Management, LLC | 195,414 | $65.7M | 2.12% | −5,012−2.5% | Reduced |
| Rockland Trust Co | 194,614 | $65.5M | 4.17% | +2,519+1.3% | Added |
| Corient Capital Partners, LLC | 194,419 | $65.4M | 4.33% | +515+0.3% | Added |
| Motley Fool Asset Management LLC | 193,922 | $65.2M | 4.17% | +2,099+1.1% | Added |
| Howard Capital Management Group, LLC | 193,578 | $65.1M | 5.37% | −380−0.2% | Reduced |
| Provident Investment Management, Inc. | 193,445 | $65.1M | 5.87% | −1,434−0.7% | Reduced |
| Amica Mutual Insurance Co | 193,348 | $65.0M | 5.50% | −12,863−6.2% | Reduced |
| O'Shares Investment Advisers, LLC | 193,098 | $64.9M | 4.64% | −21,956−10.2% | Reduced |
| Violich Capital Management, Inc. | 193,049 | $64.9M | 9.33% | −2,015−1.0% | Reduced |
| Tiger Management L.L.C. | 192,900 | $64.9M | 12.85% | −7,600−3.8% | Reduced |
| Logan Capital Management Inc | 192,221 | $64.6M | 2.80% | −18,274−8.7% | Reduced |
| Partners Capital Investment Group, LLP | 190,842 | $64.2M | 2.97% | −15,499−7.5% | Reduced |
| Kadensa Capital Ltd | 190,297 | $64.0M | 19.59% | +174,160+1,079.3% | Added |
| Reynders McVeigh Capital Management, LLC | 189,751 | $63.8M | 3.62% | +4,152+2.2% | Added |
| Night Owl Capital Management, LLC | 189,619 | $63.8M | 12.96% | +1,238+0.7% | Added |
| Henshaw Capital LLC | 189,290 | $63.7M | 3.56% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 188,707 | $63.5M | 2.47% | −448−0.2% | Reduced |
| Montag & Caldwell, LLC | 188,168 | $63.3M | 6.10% | −22,480−10.7% | Reduced |
| Doyle Wealth Management | 188,152 | $63.3M | 4.54% | −4,660−2.4% | Reduced |
| Woodstock Corp | 188,046 | $63.2M | 6.62% | −2,936−1.5% | Reduced |
| CSM Advisors, LLC | 186,542 | $62.7M | 4.20% | −5,100−2.7% | Reduced |
| YHB Investment Advisors, Inc. | 186,246 | $62.6M | 4.96% | −1,263−0.7% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 185,900 | $62.5M | 0.50% | +40,000+27.4% | Added |
| Wedbush Securities Inc | 185,528 | $62.4M | 2.69% | +4,469+2.5% | Added |
| Neville Rodie & Shaw Inc | 184,928 | $62.2M | 4.41% | −2,903−1.5% | Reduced |
| Thomasville National Bank | 183,799 | $61.8M | 5.91% | −296−0.2% | Reduced |
| Eagle Global Advisors LLC | 183,649 | $61.8M | 3.89% | −3,270−1.7% | Reduced |
| Polaris Capital Management, LLC | 183,426 | $61.7M | 1.99% | −2,500−1.3% | Reduced |
| Randolph Co Inc | 183,079 | $61.6M | 7.42% | −2,066−1.1% | Reduced |
| McKinley Capital Management LLC /Delaware | 182,859 | $61.5M | 5.50% | +1,505+0.8% | Added |
| Knights of Columbus Asset Advisors LLC | 182,789 | $61.5M | 4.97% | +11,703+6.8% | Added |
| Twin Capital Management Inc | 182,723 | $61.5M | 6.15% | −10,587−5.5% | Reduced |
| Vancity Investment Management Ltd | 182,583 | $61.4M | 7.05% | +2,418+1.3% | Added |
| Mission Wealth Management, LP | 182,267 | $61.3M | 2.81% | +7,368+4.2% | Added |
| Venture Visionary Partners LLC | 181,622 | $61.2M | 3.97% | +2,281+1.3% | Added |
| Patten & Patten Inc | 181,824 | $61.2M | 4.23% | −1,091−0.6% | Reduced |
| Picton Mahoney Asset Management | 181,335 | $61.0M | 2.19% | −9,642−5.0% | Reduced |
| Silvant Capital Management LLC | 180,422 | $60.7M | 10.37% | −8,698−4.6% | Reduced |
| TPI Fund Managers Ltd | 179,348 | $60.3M | 7.43% | −15,191−7.8% | Reduced |
| Jackson Wealth Management, LLC | 178,892 | $60.2M | 7.61% | +6,641+3.9% | Added |
| Cornerstone Capital, Inc. | 178,516 | $60.0M | 6.40% | −3,242−1.8% | Reduced |
| Fulton Breakefield Broenniman LLC | 178,453 | $60.0M | 4.44% | +5,658+3.3% | Added |
| Hosking Partners LLP | 178,395 | $60.0M | 1.45% | −3,441−1.9% | Reduced |
| Mastrapasqua Asset Management Inc | 178,392 | $60.0M | 5.88% | −635−0.4% | Reduced |
| Walleye Trading LLC | 178,050 | $59.9M | 0.97% | +112,576+171.9% | Added |
| American Portfolios Advisors | 178,004 | $59.9M | 2.02% | +4,475+2.6% | Added |
| LVM Capital Management Ltd | 177,747 | $59.8M | 7.97% | −736−0.4% | Reduced |
| Alta Capital Management LLC | 177,251 | $59.6M | 3.09% | −4,086−2.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 176,970 | $59.5M | 3.27% | +176,970 | New |
| Ithaka Group LLC | 176,309 | $59.3M | 7.23% | −3,308−1.8% | Reduced |
| CWA Asset Management Group, LLC | 175,843 | $59.1M | 4.39% | +1,971+1.1% | Added |
| Sequoia Financial Advisors, LLC | 175,710 | $59.1M | 1.61% | +127,314+263.1% | Added |
| Destination Wealth Management | 174,770 | $58.8M | 2.08% | +2,168+1.3% | Added |
| Trust Co of Vermont | 174,738 | $58.8M | 3.71% | +3,178+1.9% | Added |
| Redpoint Investment Management Pty Ltd | 174,655 | $58.7M | 4.66% | −4,238−2.4% | Reduced |
| Bank of the West | 174,586 | $58.7M | 5.56% | +2,135+1.2% | Added |
| Sabal Trust CO | 174,457 | $58.7M | 3.73% | −6,373−3.5% | Reduced |
| Hoylecohen, LLC | 173,787 | $58.4M | 4.86% | −751−0.4% | Reduced |
| Everence Capital Management Inc | 173,238 | $58.3M | 4.33% | 00.0% | Unchanged |
| Willis Investment Counsel | 172,816 | $58.1M | 3.06% | −4,610−2.6% | Reduced |
| Diamond Hill Capital Management Inc | 172,477 | $58.0M | 0.21% | −269−0.2% | Reduced |
| Gluskin Sheff & Assoc Inc | 171,655 | $57.7M | 2.38% | +6,664+4.0% | Added |
| Baxter Bros Inc | 171,539 | $57.7M | 8.36% | −2,889−1.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 171,038 | $57.5M | 6.70% | +2,604+1.5% | Added |
| Capital Investment Advisors, LLC | 170,655 | $57.4M | 1.75% | −2,200−1.3% | Reduced |
| Congress Wealth Management LLC | 170,338 | $57.3M | 1.14% | +170,338 | New |
| Cigna Investments Inc | 170,002 | $57.2M | 4.49% | −60,201−26.2% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 168,769 | $56.8M | 6.12% | −2,592−1.5% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 168,000 | $56.5M | 2.10% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 167,892 | $56.5M | 2.10% | +1,280+0.8% | Added |
| Guardian Capital LP | 167,421 | $56.3M | 1.09% | −4,306−2.5% | Reduced |
| Cidel Asset Management Inc | 167,341 | $56.3M | 2.09% | −3,255−1.9% | Reduced |
| Majedie Asset Management Ltd | 167,096 | $56.3M | 4.28% | +19,661+13.3% | Added |