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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
Mather Group, LLC.22,485$5.30M0.15%––
Insight Advisors, LLC21,023$5.30M1.68%––
Asset Management Corp22,508$5.31M3.67%––
Fundsmith Long/Short Master Fund22,517$5.31M4.39%––
Canal Capital Management, LLC22,521$5.31M1.81%––
Hengehold Capital Management LLC22,526$5.31M0.74%––
High Pines Wealth Management, LLC22,564$5.32M4.70%––
Sterling Investment Advisors, Ltd.22,634$5.34M1.72%––
Townsend Asset Management Corp22,689$5.35M3.31%––
Colrain Capital LLC23,399$5.35M5.51%––
Klingman & Associates, LLC22,690$5.35M0.55%––
Foundations Investment Advisors, LLC21,419$5.35M0.31%––
Quest Capital Management Inc22,708$5.35M1.15%––
Davis-Rea Ltd.22,756$5.37M2.87%––
Peloton Wealth Strategists22,782$5.37M2.52%––
Stamos Capital Partners, L.P.22,800$5.38M2.71%––
Beaumont Asset Management, L.L.C.22,878$5.39M4.53%––
HC Financial Advisors Inc22,893$5.40M3.29%––
Clear Perspective Advisors, LLC22,923$5.41M2.11%––
Berger Financial Group, Inc22,931$5.41M1.18%––
Sterling Investment Management, Inc.22,969$5.42M3.70%––
CNB Bank22,973$5.42M3.75%––
Fruth Investment Management22,994$5.42M1.70%––
Olstein Capital Management, L.P.23,000$5.42M0.76%––
Telos Capital Management, Inc.23,006$5.42M0.78%––
Catalyst Capital Advisors LLC23,019$5.43M0.30%––
Leisure Capital Management23,032$5.43M3.29%––
Parisi Gray Wealth Management23,038$5.43M2.27%––
New Potomac Partners, LLC23,040$5.43M3.99%––
Exane Asset Management23,088$5.44M2.09%––
Principal Street Partners, LLC23,159$5.46M0.70%––
Gateway Advisory, LLC23,164$5.46M1.38%––
Bangor Savings Bank23,184$5.47M0.66%––
Surevest, LLC23,193$5.47M1.65%––
FinTrust Capital Advisors, LLC23,215$5.47M1.58%––
Key Financial Inc23,262$5.48M3.61%––
Cunning Capital Partners, LP23,275$5.49M3.53%––
Bouvel Investment Partners, LLC23,292$5.49M3.52%––
IMA Wealth, Inc.23,334$5.50M1.35%––
Financial Network Wealth Management LLC23,333$5.50M3.59%––
Affiance Financial, LLC23,335$5.50M2.45%––
South Shore Capital Advisors23,354$5.51M5.48%––
Westover Capital Advisors, LLC23,372$5.51M1.90%––
Teza Capital Management LLC23,378$5.51M1.10%––
Bank of Stockton23,384$5.51M1.83%––
CWS Financial Advisors, LLC23,386$5.51M2.38%––
Zevenbergen Capital Investments LLC23,393$5.51M0.10%––
Page Arthur B23,422$5.52M4.13%––
WD Rutherford LLC23,443$5.53M3.44%––
Kingfisher Capital LLC23,448$5.53M1.55%––
Mathes Company, Inc.23,528$5.55M2.14%––
Wealth Management Partners, LLC22,205$5.55M4.14%––
Schneider Downs Wealth Management Advisors, LP23,552$5.55M1.36%––
Monument Capital Management23,569$5.56M2.23%––
Keeler Thomas Management LLC23,550$5.56M2.93%––
Emerald Advisers, LLC23,590$5.56M0.20%––
TBH Global Asset Management, LLC23,590$5.56M1.45%––
Somerset Group LLC23,605$5.57M4.20%––
Atlas Brown,Inc.23,684$5.58M2.65%––
Valley Brook Capital Group23,704$5.59M5.06%––
Eukles Asset Management23,768$5.60M3.62%––
Freed Investment Group23,775$5.61M4.89%––
Aft, Forsyth & Company, Inc.23,781$5.61M3.37%––
Summit Trail Advisors, LLC23,780$5.61M0.60%––
Liberty Wealth Management LLC23,405$5.61M2.74%––
Kistler-Tiffany Companies, LLC23,855$5.62M1.45%––
Stableford Capital II LLC23,890$5.63M2.85%––
EagleClaw Capital Managment, LLC23,909$5.64M1.62%––
ICICI Prudential Asset Management Co Ltd24,340$5.64M2.90%––
Axiom Investment Management LLC23,958$5.65M4.60%––
Stenahm Asset Managment Ltd24,000$5.66M3.99%––
Rosenbaum Jay D.24,048$5.67M9.72%––
HM Capital Management, LLC24,061$5.67M2.64%––
Sutton Wealth Advisors Inc.24,064$5.67M2.23%––
BTG Pactual Global Asset Management Ltd24,075$5.68M2.98%––
Guardian Investment Management24,115$5.68M4.56%––
Bingham Osborn & Scarborough LLC24,141$5.69M0.43%––
Mount Vernon Associates Inc24,180$5.70M5.60%––
Ten Capital Wealth Advisors, LLC24,266$5.72M1.40%––
Essex Savings Bank24,657$5.73M2.51%––
Mizuho Securities USA LLC24,369$5.75M0.55%––
Mirador Capital Partners LP24,373$5.75M1.47%––
Asio Capital, LLC24,379$5.75M2.38%––
Enterprise Financial Services Corp24,429$5.76M1.03%––
Livingston Group Asset Management CO (operating as Southport Capital Management)24,431$5.76M1.51%––
Versant Capital Management, Inc24,435$5.76M2.10%––
Private Harbour Investment Management & Counsel, LLC24,465$5.77M5.23%––
Investment Counsel Inc.24,523$5.78M4.07%––
Stolper Co24,576$5.79M2.98%––
Slow Capital, Inc.24,190$5.81M1.26%––
Cito Capital Group, LLC24,701$5.82M2.84%––
Allegiant Private Advisors, LLC24,719$5.83M1.06%––
Providence Wealth Advisors, LLC24,734$5.83M4.28%––
Connolly Sarah T.24,778$5.84M5.20%––
Optas, LLC24,779$5.84M1.83%––
Calton & Associates, Inc.24,787$5.84M1.14%––
Bradley & Co. Private Wealth Management, LLC24,795$5.85M5.40%––
Lindbrook Capital, LLC24,801$5.85M1.34%––
Pinnacle Wealth Management Advisory Group, LLC24,813$5.85M1.64%––
ArrowMark Colorado Holdings LLC24,890$5.87M0.04%––