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
Lokken Investment Group LLC	11,895	$2.80M	2.48%	–	–
First Business Financial Services, Inc.	11,900	$2.81M	0.37%	–	–
Beirne Wealth Consulting Services, LLC	11,921	$2.81M	1.65%	–	–
Sierra Capital LLC	11,945	$2.82M	0.53%	–	–
Orrstown Financial Services Inc	11,623	$2.82M	3.98%	–	–
One + One Wealth Management, LLC	11,973	$2.82M	2.21%	–	–
Oxford Financial Group Ltd	11,991	$2.83M	0.39%	–	–
Burt Wealth Advisors	12,015	$2.83M	1.04%	–	–
Seelaus Asset Management LLC	12,031	$2.84M	1.82%	–	–
Semmax Financial Advisors Inc.	12,046	$2.84M	1.01%	–	–
IAM Advisory, LLC	11,283	$2.84M	1.24%	–	–
Hudock, Inc.	12,085	$2.85M	0.89%	–	–
Coastal Bridge Advisors, LLC	12,136	$2.86M	0.52%	–	–
Bay Rivers Group	12,137	$2.86M	2.22%	–	–
Peddock Capital Advisors, LLC	12,168	$2.87M	1.10%	–	–
Strategic Capital Advisers, Inc.	12,187	$2.87M	2.50%	–	–
Capital Advisory Group Advisory Services, LLC	12,189	$2.87M	1.12%	–	–
Renasant Bank	12,203	$2.88M	2.31%	–	–
Walkner Condon Financial Advisors LLC	12,226	$2.88M	1.12%	–	–
LexAurum Advisors, LLC	12,235	$2.88M	0.99%	–	–
HHM Wealth Advisors, LLC	12,297	$2.90M	0.90%	–	–
Fusion Capital, LLC	12,311	$2.90M	1.89%	–	–
Addison Capital Co	12,327	$2.91M	1.62%	–	–
Newbridge Financial Services Group, Inc.	12,339	$2.91M	2.14%	–	–
Gemmer Asset Management LLC	12,341	$2.91M	0.46%	–	–
Aurora Private Wealth, Inc.	12,359	$2.91M	1.21%	–	–
St. Clair Advisors, LLC	12,360	$2.91M	2.33%	–	–
Granger Management LLC	12,444	$2.93M	0.45%	–	–
Peak Planning Group, LLC	12,452	$2.94M	2.86%	–	–
Zeit Capital LLC	12,483	$2.94M	2.69%	–	–
Wealthquest Corp	12,492	$2.94M	0.55%	–	–
Cahill Financial Advisors Inc	12,493	$2.95M	0.72%	–	–
Claybrook Capital, LLC	12,510	$2.95M	1.71%	–	–
Stony Point Wealth Management Inc.	12,512	$2.95M	2.08%	–	–
Game Plan Financial Advisors, LLC	12,384	$2.95M	1.90%	–	–
Islay Capital Management, LLC	12,527	$2.95M	2.44%	–	–
Austin Private Wealth, LLC	12,527	$2.95M	0.78%	–	–
Capital Advisors, Ltd. LLC	12,573	$2.96M	0.54%	–	–
First Pacific Financial	12,595	$2.97M	1.85%	–	–
Palumbo Wealth Management LLC	12,595	$2.97M	2.24%	–	–
State of Wyoming	12,605	$2.97M	4.88%	–	–
Royal Harbor Partners, LLC	12,608	$2.97M	2.27%	–	–
Cardinal Strategic Wealth Guidance	12,669	$2.98M	1.74%	–	–
MA Private Wealth	12,687	$2.99M	0.62%	–	–
Alpine Woods Capital Investors, LLC	12,722	$3.00M	0.33%	–	–
Investors Research Corp	12,718	$3.00M	1.13%	–	–
Prentice Wealth Management LLC	12,730	$3.00M	1.67%	–	–
Bender Robert & Associates	12,770	$3.01M	0.97%	–	–
Israel Discount Bank of New York	12,794	$3.02M	2.33%	–	–
Ocean Capital Management, LLC	10,534	$3.02M	1.45%	–	–
Tennessee Valley Asset Management Partners	12,831	$3.02M	0.77%	–	–
Legacy Financial Group LLC	12,849	$3.03M	1.05%	–	–
Ifrah Financial Services, Inc.	12,878	$3.04M	0.91%	–	–
CORDA Investment Management, LLC.	12,891	$3.04M	0.28%	–	–
BSW Wealth Partners	12,901	$3.04M	0.88%	–	–
E&G Advisors, LP	12,933	$3.05M	0.89%	–	–
Disciplined Investments, LLC	12,941	$3.05M	1.80%	–	–
Bienville Capital Management, LLC	12,945	$3.05M	0.92%	–	–
Sovarnum Capital L.P.	13,000	$3.06M	2.31%	–	–
Paradigm Financial Advisors, LLC	13,023	$3.07M	0.75%	–	–
Jeppson Wealth Management, LLC	13,029	$3.07M	1.83%	–	–
Cribstone Capital Management, LLC	13,044	$3.08M	2.02%	–	–
Am Investment Strategies LLC	13,042	$3.08M	0.86%	–	–
Tributary Capital Management, LLC	13,045	$3.08M	0.24%	–	–
Silver Lake Advisory, LLC	13,070	$3.08M	1.57%	–	–
MBL Wealth, LLC	13,084	$3.08M	1.08%	–	–
First Heartland Consultants, Inc.	13,090	$3.09M	0.49%	–	–
Enlightenment Research, LLC	13,121	$3.09M	3.71%	–	–
Hubbell Strickland Wealth Management, LLC	13,145	$3.10M	1.99%	–	–
ICONIQ Capital, LLC	13,152	$3.10M	0.03%	–	–
Fma Advisory Inc	13,164	$3.10M	0.96%	–	–
Proffitt & Goodson Inc	13,170	$3.10M	0.59%	–	–
Quad-Cities Investment Group, LLC	13,177	$3.11M	2.36%	–	–
TFC Financial Management	13,186	$3.11M	1.23%	–	–
Orion Capital Management LLC	13,195	$3.11M	2.18%	–	–
Cox Capital Mgt LLC	13,215	$3.12M	2.16%	–	–
Rational Advisors LLC	13,329	$3.14M	0.58%	–	–
Bridgecreek Investment Management, LLC	13,325	$3.14M	0.49%	–	–
A. D. Beadell Investment Counsel, Inc.	13,340	$3.15M	2.12%	–	–
Cim, LLC	12,741	$3.15M	0.56%	–	–
Menard Financial Group LLC	13,359	$3.15M	3.38%	–	–
Weaver Consulting Group	13,372	$3.15M	1.94%	–	–
Pinnacle Holdings, LLC	13,387	$3.16M	1.46%	–	–
XML Financial, LLC	13,395	$3.16M	0.77%	–	–
First National Bank of Hutchinson	13,413	$3.16M	1.57%	–	–
Kadensa Capital Ltd	13,412	$3.16M	1.63%	–	–
Curated Wealth Partners LLC	13,412	$3.16M	1.94%	–	–
Bramshill Investments, LLC	13,416	$3.16M	0.20%	–	–
Atlas Capital Advisors LLC	13,425	$3.17M	0.62%	–	–
WNY Asset Management, LLC	13,409	$3.17M	1.26%	–	–
Signature Wealth Management Group	13,454	$3.17M	1.87%	–	–
New Jersey Better Educational Savings Trust	13,464	$3.17M	6.98%	–	–
Swaine & Leidel Wealth Services, LLC	13,484	$3.18M	2.05%	–	–
Berkeley Capital Partners, LLC	13,493	$3.18M	1.53%	–	–
Clean Yield Group	13,503	$3.18M	1.32%	–	–
Summit Asset Management, LLC	13,509	$3.19M	1.08%	–	–
Glynn Capital Management LLC	13,536	$3.19M	0.31%	–	–
Norway Savings Bank	13,537	$3.19M	1.68%	–	–
Centric Wealth Management	13,540	$3.19M	0.91%	–	–
Unison Asset Management LLC	13,542	$3.19M	2.95%	–	–