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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; 6,248 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
Q1 2021: 4,005 institutionsQ2 2021: 3,989 institutionsQ3 2021: 4,035 institutionsQ4 2021: 4,554 institutionsQ1 2022: 4,550 institutionsQ2 2022: 4,516 institutionsQ3 2022: 4,509 institutionsQ4 2022: 4,680 institutionsQ1 2023: 4,718 institutionsQ2 2023: 4,816 institutionsQ3 2023: 4,862 institutionsQ4 2023: 5,217 institutionsQ1 2024: 5,241 institutionsQ2 2024: 5,270 institutionsQ3 2024: 5,302 institutionsQ4 2024: 5,877 institutionsQ1 2025: 5,777 institutionsQ2 2025: 5,829 institutionsQ3 2025: 5,866 institutionsQ4 2025: 6,330 institutionsQ1 2026: 6,238 institutionsQ2 2026: 6,248 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 20266,248$2.05T
Q1 20266,238$1.99T
Q4 20256,330$2.66T
Q3 20255,866$2.76T
Q2 20255,829$2.67T
Q1 20255,777$2.01T
Q4 20245,877$2.26T
Q3 20245,302$2.27T
Q2 20245,270$2.37T
Q1 20245,241$2.23T
Q4 20235,217$1.99T
Q3 20234,862$1.66T
Q2 20234,816$1.79T
Q1 20234,718$1.52T
Q4 20224,680$1.27T
Q3 20224,509$1.23T
Q2 20224,516$1.34T
Q1 20224,550$1.61T
Q4 20214,554$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
Global Trust Asset Management, LLC15,506$3.66M2.02%––
Westshore Wealth, LLC15,510$3.66M2.09%––
Wealth Alliance Advisory Group, LLC15,516$3.66M1.88%––
Vigilare Wealth Management15,537$3.66M2.60%––
Northstar Advisory Group, LLC15,565$3.67M2.80%––
Aull & Monroe Investment Management Corp15,606$3.68M1.79%––
Gables Capital Management Inc.15,614$3.68M2.04%––
Capital Advantage, Inc.15,619$3.68M1.00%––
Accuvest Global Advisors15,660$3.69M1.98%––
EPG Wealth Management LLC15,729$3.71M1.80%––
GoalVest Advisory LLC15,731$3.71M2.77%––
First National Bank of South Miami15,736$3.71M2.83%––
Ar Asset Management Inc15,750$3.71M1.11%––
Butensky & Cohen Financial Security, Inc15,748$3.71M1.54%––
Spotlight Asset Group, Inc.15,787$3.72M1.40%––
Alta Wealth Advisors LLC15,787$3.72M3.11%––
Fort Point Capital Partners LLC15,800$3.73M0.85%––
Mitchell Sinkler & Starr15,818$3.73M3.61%––
MU Investments Co., Ltd.16,090$3.73M4.27%––
Harvey Investment Co LLC15,843$3.73M0.53%––
Orser Capital Management, LLC15,864$3.74M2.48%––
Wolff Wiese Magana LLC15,896$3.75M2.93%––
Morgens Waterfall Vintiadis & Co Inc15,900$3.75M2.08%––
Crescent Grove Advisors, LLC15,920$3.75M0.44%––
Murphy, Middleton, Hinkle & Parker, Inc.15,920$3.75M2.19%––
Redhawk Wealth Advisors, Inc.15,940$3.76M0.93%––
Financial Management Network Inc14,947$3.77M1.95%––
Community Capital Management, Inc.16,000$3.77M4.17%––
Claudia M.P. Batlle, CRP (R) LLC16,012$3.77M2.76%––
Freedom Day Solutions, LLC16,022$3.78M2.01%––
Relyea Zuckerberg Hanson LLC14,441$3.78M1.67%––
Bank Pictet & Cie (Asia) Ltd16,057$3.79M1.17%––
TrimTabs Asset Management, LLC16,043$3.79M1.93%––
Fortis Capital Management LLC16,105$3.80M2.19%––
Investors Asset Management of Georgia Inc16,130$3.80M2.21%––
Evermay Wealth Management LLC16,132$3.80M0.76%––
Red Spruce Capital, LLC16,152$3.81M2.42%––
TRH Financial, LLC16,162$3.81M1.94%––
Sax Wealth Advisors, LLC16,162$3.81M1.39%––
Centiva Capital, LP16,177$3.81M0.53%––
Roof Eidam & Maycock16,183$3.81M1.47%––
Delphi Financial Group, Inc.16,200$3.82M1.15%––
United Maritime Capital LLC16,200$3.82M3.15%––
Ssi Investment Management LLC16,232$3.83M0.28%––
Southeast Asset Advisors Inc.16,249$3.83M0.69%––
Taylor Hoffman Wealth Management16,259$3.83M1.75%––
JBJ Investment Partners, LLC16,270$3.84M0.84%––
Arlington Partners LLC16,276$3.84M1.40%––
Watchman Group, Inc.16,281$3.84M2.37%––
Sustainable Insight Capital Management, LLC16,319$3.85M2.56%––
GSB Wealth Management, LLC16,334$3.85M1.28%––
RWM Asset Management, LLC16,365$3.86M0.80%––
Advisory Research Inc16,392$3.86M0.27%––
Blackhawk Capital Partners LLC.17,406$3.87M2.91%––
Flippin Bruce & Porter Inc16,426$3.87M0.70%––
Mitchell & Pahl Private Wealth, LLC16,437$3.88M3.01%––
Dempze Nancy E16,461$3.88M3.43%––
Quattro Financial Advisors LLC15,000$3.88M0.88%––
Wedgewood Investors Inc16,533$3.90M4.87%––
Shayne & Co., LLC16,553$3.90M2.34%––
Graves-Light Private Wealth Management, Inc.16,556$3.90M0.67%––
CoreFirst Bank & Trust16,566$3.90M2.68%––
Legacy Advisors, LLC16,576$3.91M1.73%––
Cushing Asset Management, LP16,578$3.91M0.44%––
Mountain Capital Investment Advisors, Inc15,142$3.91M1.96%––
Golden State Wealth Management, LLC16,610$3.92M1.29%––
Capital Insight Partners, LLC16,614$3.92M0.95%––
Collective Family Office LLC16,616$3.92M1.91%––
American Trust Investment Advisors, LLC16,643$3.92M2.29%––
Concord Wealth Partners16,666$3.93M1.32%––
Forte Capital LLC16,670$3.93M0.61%––
Resonant Capital Advisors, LLC16,732$3.94M0.81%––
RB Capital Management, LLC16,746$3.95M1.74%––
Retirement Solution Inc.16,760$3.95M2.38%––
Wealth Dimensions Group, Ltd.16,798$3.96M3.08%––
BCJ Capital Management, LLC16,803$3.96M0.47%––
Legacy Financial Advisors, Inc.16,817$3.96M1.09%––
Robbins Farley LLC16,039$3.96M3.49%––
Citadel Investment Advisory, Inc.16,839$3.97M2.60%––
Integrated Investment Consultants, LLC16,895$3.98M1.37%––
Newport Wealth Strategies, Inc.16,900$3.98M2.47%––
Advisors Management Group Inc16,904$3.98M1.25%––
Successful Portfolios LLC16,926$3.99M2.63%––
Field & Main Bank16,935$3.99M2.86%––
WealthShield Partners, LLC16,932$3.99M0.73%––
D.B. Root & Company, LLC17,045$4.02M1.58%––
Werlinich Asset Management, LLC17,046$4.02M3.53%––
Beaton Management Co. Inc.17,076$4.03M2.78%––
Optimal Asset Management, Inc.17,100$4.03M0.52%––
Martin Capital Partners, LLC17,103$4.03M2.14%––
Perpetual Investment Management Ltd17,150$4.03M0.67%––
Reik & Co., LLC17,179$4.05M1.03%––
Spouting Rock Asset Management, LLC17,223$4.06M1.26%––
Centerpoint Advisors, LLC17,332$4.09M2.40%––
Intrua Financial, LLC15,596$4.09M1.04%––
Terra Nova Asset Management LLC17,345$4.09M3.61%––
Cozad Asset Management Inc17,355$4.09M0.67%––
Brookmont Capital Management17,360$4.09M2.64%––
Pantheon Investment Group, LLC17,365$4.09M3.93%––
AllGen Financial Advisors, Inc.17,385$4.10M3.35%––