Microsoft Corp

MSFT

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0000789019

SEC filings (opens in a new tab)

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, 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

Value heldQ1 2021: $1.26T

Institutions holding MSFT and their total value by quarter
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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Alliance Wealth Advisors, LLC	8,717	$2.06M	2.03%	–	–
CenterStar Asset Management, LLC	–	$2.06M	2.93%	–	–
Hoover Financial Advisors, Inc.	8,354	$2.06M	0.39%	–	–
Clark Financial Advisors	8,739	$2.06M	2.14%	–	–
Vista Wealth Management Group, LLC	8,752	$2.06M	0.92%	–	–
Nottingham Advisors, Inc.	8,760	$2.06M	0.23%	–	–
Abacus Wealth Partners, LLC	8,773	$2.07M	1.47%	–	–
Requisite Capital Management, LLC	8,779	$2.07M	0.48%	–	–
Ridgecrest Wealth Partners, LLC	8,790	$2.07M	1.98%	–	–
Smith Anglin Financial, LLC	8,803	$2.08M	0.45%	–	–
Mezzasalma Advisors, LLC	8,857	$2.09M	1.34%	–	–
Cowen Prime Services LLC	8,875	$2.09M	0.79%	–	–
Morris Retirement Advisors, LLC	8,883	$2.09M	1.97%	–	–
Advisory Alpha, LLC	8,944	$2.11M	0.21%	–	–
Pointe Capital Management LLC	8,947	$2.11M	1.49%	–	–
Landaas & Co	8,967	$2.11M	1.26%	–	–
Oliver Luxxe Assets LLC	8,978	$2.12M	0.63%	–	–
Ibex Investors LLC	9,005	$2.12M	0.81%	–	–
Ellis Investment Partners, LLC	9,012	$2.13M	0.59%	–	–
Alterity Financial Group, LLC	6,909	$2.13M	2.60%	–	–
Signature Wealth Management Partners, LLC	9,068	$2.14M	2.05%	–	–
Gilbert & Cook, Inc.	9,081	$2.14M	0.42%	–	–
Samlyn Capital, LLC	9,084	$2.14M	0.03%	–	–
Loveless Wealth Management LLC	9,099	$2.15M	1.42%	–	–
Red Wave Investments LLC	9,114	$2.15M	0.88%	–	–
Mason Investment Advisory Services, Inc.	9,120	$2.15M	0.22%	–	–
ETF Managers Group, LLC	9,299	$2.16M	0.04%	–	–
Grace & White Inc	9,150	$2.16M	0.41%	–	–
HT Partners LLC	9,157	$2.16M	0.71%	–	–
Elevated Capital Advisors, LLC	8,375	$2.16M	0.84%	–	–
True Link Financial Advisors, LLC	6,837	$2.17M	0.31%	–	–
Weld Capital Management LLC	9,213	$2.17M	0.92%	–	–
DSC Advisors, L.P.	9,218	$2.17M	1.79%	–	–
Redmond Asset Management, LLC	9,261	$2.18M	0.68%	–	–
Benchmark Financial Wealth Advisors, LLC	9,287	$2.19M	1.19%	–	–
Horizon Kinetics Asset Management LLC	9,293	$2.19M	0.05%	–	–
TSFG, LLC	9,292	$2.19M	1.11%	–	–
West Chester Capital Advisors, Inc	9,310	$2.19M	1.88%	–	–
Merrion Investment Management Co, LLC	9,316	$2.20M	1.83%	–	–
Abundance Wealth Counselors	9,324	$2.20M	0.55%	–	–
Mosaic Family Wealth, LLC	9,339	$2.20M	0.69%	–	–
Autus Asset Management, LLC	9,356	$2.21M	0.26%	–	–
MJP Associates Inc	9,414	$2.22M	0.90%	–	–
Flaharty Asset Management, LLC	9,430	$2.22M	0.51%	–	–
Sowa Financial Group, Inc.	9,427	$2.22M	1.57%	–	–
Omnia Family Wealth, LLC	9,433	$2.22M	1.65%	–	–
Acima Private Wealth, LLC	9,448	$2.23M	1.09%	–	–
VERITY Wealth Advisors	9,476	$2.23M	1.98%	–	–
Global Strategic Investment Solutions, LLC	9,493	$2.24M	0.41%	–	–
Oak Family Advisors, LLC	9,525	$2.25M	1.54%	–	–
Verity Asset Management, Inc.	9,548	$2.25M	1.34%	–	–
Sandhill Capital Partners LLC	9,552	$2.25M	0.19%	–	–
Members Capital Advisors Inc	9,555	$2.25M	1.73%	–	–
Phocas Financial Corp.	9,570	$2.26M	0.30%	–	–
Tarbox Family Office, Inc.	9,569	$2.26M	0.44%	–	–
Titus Wealth Management	9,573	$2.26M	1.32%	–	–
Harbor Advisory Corp	9,579	$2.26M	0.90%	–	–
Alera Investment Advisors, LLC	9,597	$2.26M	0.75%	–	–
Sugarloaf Wealth Management, LLC	9,612	$2.27M	0.68%	–	–
Doheny Asset Management	9,614	$2.27M	1.54%	–	–
KC Investment Advisors, LLC	9,614	$2.27M	2.10%	–	–
55I, LLC	9,688	$2.28M	0.11%	–	–
Gould Asset Management LLC	9,704	$2.29M	0.70%	–	–
Private Capital Management LLC	9,711	$2.29M	1.21%	–	–
Pictet Bank & Trust Ltd	9,740	$2.30M	1.35%	–	–
OneAscent Wealth Management LLC	9,761	$2.30M	0.98%	–	–
Baron Silver Stevens Financial Advisors, LLC	9,767	$2.30M	1.25%	–	–
Shorepoint Capital Partners LLC	9,773	$2.30M	1.23%	–	–
Heron Financial Group, LLC	9,545	$2.31M	1.40%	–	–
Rbo & Co LLC	9,835	$2.32M	0.42%	–	–
blooom, inc.	9,921	$2.32M	1.82%	–	–
Garner Asset Management Corp	9,861	$2.33M	1.23%	–	–
Atlanta Financial Associates LLC	10,457	$2.33M	1.09%	–	–
Regal Wealth Group, Inc.	9,941	$2.34M	1.38%	–	–
BigSur Wealth Management LLC	9,946	$2.35M	1.20%	–	–
NWK Group, Inc.	9,972	$2.35M	1.03%	–	–
Adams Wealth Management	9,974	$2.35M	1.08%	–	–
Charles-Lim Capital Ltd	10,000	$2.36M	0.27%	–	–
American Institute for Advanced Investment Management, LLP	10,013	$2.36M	1.80%	–	–
Americana Partners, LLC	10,025	$2.36M	1.46%	–	–
Sloy Dahl & Holst, LLC	10,038	$2.37M	0.34%	–	–
Access Financial Services, Inc.	10,039	$2.37M	1.11%	–	–
Strategic Wealth Designers	10,049	$2.37M	1.14%	–	–
Sage Mountain Advisors LLC	10,085	$2.38M	0.51%	–	–
Ahrens Investment Partners LLC	10,102	$2.38M	1.20%	–	–
Sterneck Capital Management, LLC	10,112	$2.38M	1.66%	–	–
HITE Hedge Asset Management LLC	10,112	$2.38M	0.36%	–	–
Lumbard & Kellner, LLC	9,993	$2.38M	0.84%	–	–
Atom Investors LP	10,118	$2.39M	0.44%	–	–
Measured Wealth Private Client Group, LLC	10,135	$2.39M	0.85%	–	–
Diker Management LLC	10,139	$2.39M	1.12%	–	–
Kaizen Financial Strategies	10,179	$2.40M	2.29%	–	–
Clearview Wealth Advisors LLC	10,215	$2.41M	1.56%	–	–
Guild Investment Management, Inc.	10,273	$2.42M	2.59%	–	–
Delta Capital Management LLC	10,290	$2.43M	1.55%	–	–
Evolution Wealth Advisors, LLC	10,296	$2.43M	0.54%	–	–
KWB Wealth	10,313	$2.43M	0.46%	–	–
Iron Financial, LLC	10,341	$2.44M	1.29%	–	–
East Coast Asset Management, LLC.	10,344	$2.44M	0.65%	–	–
Nellore Capital Management LLC	10,350	$2.44M	1.19%	–	–