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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; 6,247 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, Q1 2021

Institutional positions in Microsoft Corp as of Mar 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
4,005
No complete 13F data for Q4 2020
Shares held
5.33B
No complete 13F data for Q4 2020
Total value
$1.26T
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 4,005 institutions
Q1 2021: 4,005 institutionsQ2 2021: 3,989 institutionsQ3 2021: 4,035 institutionsQ4 2021: 4,553 institutionsQ1 2022: 4,549 institutionsQ2 2022: 4,515 institutionsQ3 2022: 4,508 institutionsQ4 2022: 4,679 institutionsQ1 2023: 4,717 institutionsQ2 2023: 4,815 institutionsQ3 2023: 4,861 institutionsQ4 2023: 5,216 institutionsQ1 2024: 5,240 institutionsQ2 2024: 5,269 institutionsQ3 2024: 5,301 institutionsQ4 2024: 5,876 institutionsQ1 2025: 5,776 institutionsQ2 2025: 5,828 institutionsQ3 2025: 5,865 institutionsQ4 2025: 6,329 institutionsQ1 2026: 6,237 institutionsQ2 2026: 6,247 institutions
Value heldQ1 2021: $1.26T
Q1 2021: $1.26TQ2 2021: $1.43TQ3 2021: $1.49TQ4 2021: $1.77TQ1 2022: $1.61TQ2 2022: $1.34TQ3 2022: $1.23TQ4 2022: $1.27TQ1 2023: $1.52TQ2 2023: $1.79TQ3 2023: $1.66TQ4 2023: $1.99TQ1 2024: $2.23TQ2 2024: $2.37TQ3 2024: $2.27TQ4 2024: $2.26TQ1 2025: $2.01TQ2 2025: $2.67TQ3 2025: $2.76TQ4 2025: $2.66TQ1 2026: $1.99TQ2 2026: $2.05T
Institutions holding MSFT and their total value by quarter
QuarterHoldersValue
Q2 20266,247$2.05T
Q1 20266,237$1.99T
Q4 20256,329$2.66T
Q3 20255,865$2.76T
Q2 20255,828$2.67T
Q1 20255,776$2.01T
Q4 20245,876$2.26T
Q3 20245,301$2.27T
Q2 20245,269$2.37T
Q1 20245,240$2.23T
Q4 20235,216$1.99T
Q3 20234,861$1.66T
Q2 20234,815$1.79T
Q1 20234,717$1.52T
Q4 20224,679$1.27T
Q3 20224,508$1.23T
Q2 20224,515$1.34T
Q1 20224,549$1.61T
Q4 20214,553$1.77T
Q3 20214,035$1.49T
Q2 20213,989$1.43T
Q1 20214,005$1.26T

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Microsoft Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MSFT in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Command Advisory Services, Inc.61$00.00%––
Gleason Group, Inc.2$00.00%––
Dorsey Wright & Associates2,416$5700.01%––
Berkshire Capital Holdings Inc10$2.00K0.00%––
Transamerica Financial Advisors, Inc.6$2.00K0.05%––
Kessler Investment Group, LLC19$4.00K0.01%––
USA Financial Portformulas Corp21$5.00K0.00%––
Saban Cheryl24$6.00K0.90%––
Advocacy Wealth Management Services, LLC31$8.00K0.00%––
Sofos Investments, Inc.9,552$9.97K0.20%––
Litman Gregory Asset Management LLC44$10.0K0.00%––
Syverson Strege & Co44$10.0K0.01%––
Longfellow Investment Management Co LLC47$12.0K0.00%––
Black Swift Group, LLC65$15.0K0.01%––
Advanced Research Investment Solutions, LLC63$15.0K0.02%––
Globeflex Capital L P76$18.0K0.00%––
Cardinal Capital Management, Inc.80$19.0K0.00%––
Danda Trouve Investment Management, Inc.80$19.0K0.02%––
Iron Horse Wealth Management, LLC110$26.0K0.02%––
Thomas J. Herzfeld Advisors, Inc.135$32.0K0.01%––
Financial Perspectives, Inc7,610,147$32.3K1.60%––
Wells Financial Advisors INC170$40.0K0.04%––
McCarthy Grittinger Financial Group, LLC192$45.3K0.02%––
Eisler Capital (UK) Ltd.21,771$51.0K0.02%––
Artemis Wealth Advisors, LLC221$52.0K0.01%––
Estate Counselors, LLC274$65.0K0.01%––
IAG Wealth Partners, LLC284$67.0K0.03%––
Paradigm, Strategies in Wealth Management, LLC283$67.0K0.06%––
MKD Wealth Coaches, LLC300$71.0K0.12%––
Seven Springs Wealth Group, LLC305$72.0K0.03%––
Strategic Wealth Management Inc308$73.0K0.04%––
QVR LLC317$75.0K1.56%––
Newfound Research LLC336$79.0K0.18%––
Carolina Wealth Advisors, LLC373$88.0K0.06%––
Flagship Private Wealth, LLC385$95.9K0.08%––
John W. Brooker & Co., CPAs452$107.0K0.07%––
Roth Financial Partners LLC500$118.0K0.10%––
Bay Harbor Wealth Management, LLC503$119.0K0.05%––
Halpern Financial, Inc.510$120.2K0.06%––
Avondale Wealth Management516$122.0K0.12%––
MayTech Global Investments, LLC525$124.0K0.03%––
Hussman Strategic Advisors, Inc.550$130.0K0.03%––
Clear Perspectives Financial Planning, LLC614$145.0K0.08%––
Clear Investment Research, LLC632$149.0K0.27%––
Tucker Asset Management LLC659$155.4K0.08%––
Laurel Wealth Planning LLC687$162.0K0.15%––
Mach-1 Financial Group, Inc.689$162.0K0.15%––
Fure Financial Corp694$163.0K0.13%––
FAI Wealth Management726$171.0K0.15%––
Portland Hill Asset Management Ltd731$172.0K0.12%––
Valley Forge Investment Consultants Inc Adv743$175.0K0.12%––
PEAK6 Investments LLC802$189.0K0.00%––
Terril Brothers, Inc.850$200.0K0.05%––
New Harbor Financial Group, LLC850$200.0K0.12%––
High Probability Advisors, LLC861$203.0K0.11%––
Prudent Investors Network871$205.0K0.12%––
Ensemble Capital Management, LLC875$206.0K0.02%––
Echo Wealth Management, LLC872$206.0K0.26%––
SWS Partners878$207.0K0.14%––
Asset Planning Services, Ltd.883$208.0K0.10%––
Maltin Wealth Management, Inc.884$208.0K0.13%––
Goodwin Investment Advisory881$208.0K0.24%––
Lunia Capital LP886$209.0K61.29%––
Ameraudi Asset Management, Inc.890$210.0K0.10%––
Sanchez Wealth Management Group897$211.0K0.11%––
Telemetry Investments, L.L.C.900$212.0K0.24%––
Reilly Herbert Faulkner III899$212.0K0.07%––
Integrated Capital Management, Inc.900$212.0K0.19%––
Managed Account Services Inc901$212.0K0.06%––
Total Wealth Planning, LLC900$212.0K0.09%––
1492 Capital Management LLC905$213.0K0.12%––
BlueSky Wealth Advisors, LLC831$213.0K0.05%––
Johnson Midwest Financial, LLC903$213.0K0.22%––
Barry Investment Advisors, LLC908$214.0K0.06%––
Financial Synergies Wealth Advisors, Inc.908$214.1K0.03%––
Peak Financial Advisors LLC920$217.0K0.18%––
Waller Financial Planning Group, Inc923$218.0K0.06%––
Greylin Investment Mangement Inc935$220.0K0.05%––
Gainplan LLC941$221.0K0.10%––
BCM Advisors, LLC851$222.0K0.07%––
Tanglewood Wealth Management, Inc.950$224.0K0.04%––
Spectrum Financial Alliance Ltd LLC955$225.0K0.11%––
Compass Financial Group, Inc.956$225.0K0.13%––
Intrepid Capital Management Inc960$226.0K0.12%––
MorganRosel Wealth Management, LLC979$231.0K0.15%––
Gibson Capital, LLC992$233.0K0.07%––
Garrett Wealth Advisory Group, LLC992$234.0K0.17%––
Kendall Capital Management995$235.0K0.15%––
New England Guild Wealth Advisors, Inc.1,001$236.0K0.13%––
Interactive Financial Advisors1,000$236.0K0.10%––
Armor Investment Advisors, LLC1,003$236.0K0.15%––
Hyperion Capital Advisors LP1,007$237.0K0.08%––
Navis Wealth Advisors, LLC1,004$237.0K0.22%––
Ogorek Anthony Joseph1,026$241.0K0.12%––
Saybrook Capital1,022$241.0K0.07%––
Wolf Group Capital Advisors1,025$242.0K0.14%––
NewSquare Capital LLC1,042$246.0K0.03%––
Lountzis Asset Management, LLC1,051$247.8K0.16%––
Family Capital Trust Co1,050$248.0K0.08%––
Quantinno Capital Management LP1,050$248.0K0.27%––