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
Bouchey Financial Group Ltd	10,392	$2.45M	0.40%	–	–
CBIZ Investment Advisory Services, LLC	–	$2.45M	0.12%	–	–
Lenox Wealth Advisors, LLC	10,405	$2.45M	0.34%	–	–
Samalin Investment Counsel, LLC	10,418	$2.46M	1.65%	–	–
Karpus Management, Inc.	10,445	$2.46M	0.07%	–	–
Legacy Bridge, LLC	10,478	$2.47M	1.60%	–	–
St. Johns Investment Management Company, LLC	10,498	$2.48M	1.42%	–	–
Bernzott Capital Advisors	10,502	$2.48M	0.22%	–	–
Harfst & Associates, Inc.	10,507	$2.48M	0.75%	–	–
Old North State Trust, LLC	10,489	$2.48M	1.96%	–	–
Ballast Advisors LLC	10,515	$2.48M	1.14%	–	–
Game Creek Capital, LP	10,525	$2.48M	1.48%	–	–
Caliber Wealth Management, LLC	10,528	$2.48M	1.80%	–	–
Ballast, Inc.	10,540	$2.48M	1.19%	–	–
Cornercap Investment Counsel Inc	10,544	$2.49M	0.28%	–	–
LBMC Investment Advisors, LLC	10,577	$2.49M	0.26%	–	–
Summit Financial Wealth Advisors, LLC	11,229	$2.50M	0.64%	–	–
Arvest Bank Trust Division	10,606	$2.50M	0.15%	–	–
Great Point Wealth Advisors, LLC	10,602	$2.50M	0.96%	–	–
Ellevest, Inc.	10,610	$2.50M	0.30%	–	–
Verus Financial Partners, Inc.	10,013	$2.50M	0.40%	–	–
CVA Family Office, LLC	10,629	$2.51M	0.95%	–	–
1776 Wealth LLC	10,890	$2.51M	1.59%	–	–
Financial Avengers, Inc.	10,639	$2.51M	1.88%	–	–
Grand Central Investment Group	10,644	$2.51M	2.44%	–	–
Smith Shellnut Wilson LLC	10,651	$2.51M	1.53%	–	–
Lineweaver Wealth Advisors, LLC	10,686	$2.52M	0.89%	–	–
Palisades Hudson Asset Management, L.P.	10,699	$2.52M	1.20%	–	–
Leonard Rickey Investment Advisors P.L.L.C.	10,715	$2.53M	1.01%	–	–
Frank, Rimerman Advisors LLC	10,739	$2.53M	1.12%	–	–
Nikulski Financial, Inc.	10,767	$2.54M	1.30%	–	–
Investors Financial Group, LLC	10,788	$2.54M	1.49%	–	–
Apella Capital, LLC	10,788	$2.54M	0.80%	–	–
Paradigm Asset Management Co LLC	10,825	$2.55M	0.68%	–	–
G&S Capital LLC	10,860	$2.56M	1.49%	–	–
Fortem Financial Group, LLC	10,863	$2.56M	1.48%	–	–
Dillon & Associates Inc	10,855	$2.56M	0.55%	–	–
Howard Financial Services, Ltd.	10,870	$2.56M	1.15%	–	–
Eos Focused Equity Management, L.P.	10,874	$2.56M	2.34%	–	–
Hexagon Capital Partners LLC	10,876	$2.56M	0.70%	–	–
Indiana Trust & Investment Management CO	10,889	$2.57M	1.37%	–	–
Neumann Capital Management, LLC	10,894	$2.57M	1.22%	–	–
Y-Intercept (Hong Kong) Ltd	11,099	$2.57M	0.69%	–	–
Schwarz Dygos Wheeler Investment Advisors LLC	10,944	$2.58M	1.08%	–	–
Arbor Investment Advisors, LLC	10,954	$2.58M	0.58%	–	–
Altus Wealth Group LLC	10,442	$2.59M	2.57%	–	–
Well Done, LLC	10,975	$2.59M	0.59%	–	–
Alhambra Investment Partners LLC	10,983	$2.59M	2.09%	–	–
Atlas Private Wealth Advisors	10,984	$2.59M	1.45%	–	–
Anson Funds Management LP	11,000	$2.59M	0.37%	–	–
Day & Ennis, LLC	11,038	$2.60M	0.98%	–	–
Fluent Financial, LLC	11,705	$2.60M	1.37%	–	–
Kalos Management, Inc.	10,616	$2.61M	0.81%	–	–
Magnetar Financial LLC	11,079	$2.61M	0.03%	–	–
QP Wealth Management, LLC	11,092	$2.62M	2.84%	–	–
Intercontinental Wealth Advisors, LLC	11,153	$2.63M	0.57%	–	–
Monterey Private Wealth, Inc.	10,055	$2.63M	1.45%	–	–
First National Bank	11,193	$2.64M	2.60%	–	–
Element Pointe Advisors, LLC	11,222	$2.65M	0.89%	–	–
Zhang Financial LLC	11,067	$2.65M	0.71%	–	–
Rock Creek Group, LP	11,231	$2.65M	0.46%	–	–
Riverview Trust Co	11,254	$2.65M	2.96%	–	–
Prentiss Smith & Co Inc	11,276	$2.66M	1.37%	–	–
Alesco Advisors LLC	11,327	$2.67M	0.10%	–	–
ELCO Management Co., LLC	11,331	$2.67M	2.42%	–	–
Colonial River Wealth Management, LLC	11,340	$2.67M	2.16%	–	–
Arbor Wealth Management, LLC	11,369	$2.68M	0.79%	–	–
Altman Advisors, Inc.	11,395	$2.68M	1.73%	–	–
Certified Advisory Corp	11,389	$2.69M	0.70%	–	–
E Fund Management (Hong Kong) Co., Ltd.	11,400	$2.69M	0.87%	–	–
HMS Capital Management, LLC	11,404	$2.69M	1.41%	–	–
Beacon Financial Advisory LLC	11,464	$2.70M	1.55%	–	–
PDS Planning, Inc	11,472	$2.71M	0.79%	–	–
TMD Wealth Management, LLC	11,497	$2.71M	1.29%	–	–
Copperleaf Capital, LLC	11,509	$2.71M	2.90%	–	–
Barr E S & Co	11,521	$2.72M	0.21%	–	–
Pecaut & Co.	11,525	$2.72M	1.96%	–	–
Simon Quick Advisors, LLC	11,524	$2.72M	0.80%	–	–
Brandes Investment Partners, LP	11,738	$2.72M	0.06%	–	–
Gyroscope Capital Management Group, LLC	11,541	$2.72M	1.09%	–	–
Gradient Capital Advisors, LLC	11,562	$2.73M	1.44%	–	–
Truadvice, LLC	10,794	$2.73M	0.81%	–	–
Gray Wealth Management Inc.	11,581	$2.73M	1.73%	–	–
Woodard & Co Asset Management Group Inc	11,588	$2.73M	1.74%	–	–
West Paces Advisors Inc.	11,642	$2.74M	1.10%	–	–
Private Portfolio Partners LLC	11,644	$2.75M	0.89%	–	–
Ironwood Financial, llc	11,654	$2.75M	0.90%	–	–
Peoples Bank	11,661	$2.75M	1.49%	–	–
Provident Trust Co	11,705	$2.76M	0.06%	–	–
Gitterman Wealth Management, LLC	11,707	$2.76M	1.78%	–	–
Ativo Capital Management LLC	11,715	$2.76M	1.17%	–	–
Eads & Heald Wealth Management	11,728	$2.77M	1.42%	–	–
Retirement Group, LLC	11,747	$2.77M	1.26%	–	–
Cacti Asset Management LLC	11,755	$2.77M	0.24%	–	–
Capital Financial Planning, LLC	11,785	$2.78M	1.19%	–	–
Vantis Investment Advisers L.P.	11,800	$2.78M	2.87%	–	–
Lehman & Derafelo Financial Resources LLC	11,800	$2.78M	0.78%	–	–
Covenant Partners, LLC	11,802	$2.78M	1.11%	–	–
Rockbridge Investment Management, LCC	11,873	$2.80M	0.53%	–	–
Blue Square Asset Management, LLC	11,877	$2.80M	1.79%	–	–