Skip to main content

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
Strategic Financial Services, Inc,24,907$5.87M0.50%––
Lorne Steinberg Wealth Management Inc.24,941$5.88M3.11%––
Madrona Financial Services, LLC24,961$5.88M3.02%––
Monetta Financial Services Inc25,000$5.89M4.66%––
Platinum Investment Management Ltd24,998$5.89M0.13%––
Harbor Advisors LLC25,000$5.89M1.31%––
Taal Capital Management LP25,000$5.89M4.84%––
Red Door Wealth Management, LLC24,859$5.90M3.01%––
Eqis Capital Management, Inc.25,097$5.92M0.46%––
FWL Investment Management, LLC25,104$5.92M3.99%––
Unified Trust Company, N.A.25,141$5.93M1.93%––
Adirondack Trust Co25,146$5.93M3.16%––
Meristem Family Wealth, LLC25,171$5.93M1.20%––
Biltmore Family Office, LLC25,194$5.94M1.85%––
Applied Research Investments, LLC25,270$5.96M2.17%––
Halbert Hargrove Global Advisors, LLC25,296$5.96M0.43%––
Krilogy Financial LLC25,295$5.96M0.63%––
Pacitti Group Inc.25,320$5.97M3.94%––
Beta Wealth Group, Inc.25,343$5.97M4.34%––
Ami Investment Management Inc25,336$5.97M2.57%––
Mraz, Amerine & Associates, Inc.25,418$5.99M1.74%––
Heron Bay Capital Management25,418$5.99M3.56%––
Parkside Financial Bank & Trust25,499$6.01M1.81%––
Occidental Asset Management, LLC25,512$6.01M1.79%––
Legato Capital Management LLC25,564$6.03M1.13%––
Prospect Capital Advisors, LLC25,575$6.03M2.65%––
Bogart Wealth, LLC25,624$6.04M0.84%––
NovaPoint Capital, LLC25,654$6.05M2.83%––
Financial Engines Advisors L.L.C.25,675$6.05M0.02%––
ARGI Investment Services, LLC25,688$6.06M0.22%––
First City Capital Management, Inc.25,349$6.06M3.51%––
Congress Park Capital LLC25,717$6.06M3.39%––
Gibraltar Capital Management, Inc.25,025$6.07M3.12%––
Gryphon Financial Partners LLC25,771$6.08M1.43%––
Heartland Bank & Trust Co25,854$6.10M5.57%––
Crescent Capital Consulting, LLC25,904$6.11M1.34%––
Mission Creek Capital Partners, Inc.25,925$6.11M0.91%––
Investment Research & Advisory Group, Inc.26,063$6.14M4.57%––
Ayrshire Capital Management LLC26,163$6.17M3.78%––
Old Dominion Capital Management Inc26,169$6.17M1.43%––
Private Ocean, LLC26,268$6.19M1.10%––
Lakeview Capital Partners, LLC26,360$6.21M2.66%––
Aurora Investment Managers, LLC.26,370$6.22M6.82%––
Advisor OS, LLC26,388$6.22M1.41%––
VeraBank, N.A.26,392$6.22M4.04%––
Noesis Capital Mangement Corp26,416$6.23M1.40%––
Brooks, Moore & Associates, Inc.26,421$6.23M4.22%––
Investment Partners, Ltd.26,467$6.24M3.03%––
Perennial Investment Advisors, LLC26,470$6.24M2.46%––
Crewe Advisors LLC26,532$6.25M1.55%––
Morris Capital Advisors, LLC26,549$6.26M5.08%––
Kercheville Advisors, LLC26,458$6.26M3.14%––
Heritage Way Advisors, LLC26,584$6.27M2.75%––
Arete Wealth Advisors, LLC26,646$6.28M0.80%––
First Pacific Advisors, LP26,660$6.29M0.09%––
Central Asset Investments & Management Holdings (HK) Ltd26,674$6.29M3.85%––
Barton Investment Management26,680$6.29M0.59%––
M.D. Sass Investors Services, Inc.26,765$6.31M1.11%––
Jackson Hole Capital Partners, LLC26,783$6.32M2.61%––
Lester Murray Antman dba SimplyRich26,819$6.32M2.51%––
Cliftonlarsonallen Wealth Advisors, LLC26,836$6.33M0.30%––
Cary Street Partners Asset Management LLC202,161$6.33M1.56%––
Hurlow Wealth Management Group, Inc.26,866$6.33M4.57%––
HBW Advisory Services LLC26,890$6.34M1.69%––
Orleans Capital Management Corp26,909$6.34M4.31%––
Security Asset Management26,931$6.35M2.61%––
JT Stratford LLC26,949$6.35M2.24%––
Dudley & Shanley, Inc.26,959$6.36M1.10%––
Kentucky Farm Bureau Mutual Insurance Co27,000$6.37M1.95%––
CMT Capital Markets Trading GmbH27,000$6.37M4.18%––
Handelsinvest Investeringsforvaltning27,003$6.37M0.78%––
SRN Advisors, LLC27,019$6.37M2.28%––
Vista Capital Partners, Inc.27,037$6.38M0.99%––
Zeke Capital Advisors, LLC27,063$6.38M0.45%––
Intellectus Partners, LLC27,069$6.38M1.75%––
Poehling Capital Management, LLC27,080$6.38M2.23%––
Chatham Capital Group, Inc.27,106$6.39M1.34%––
Corbenic Partners LLC27,113$6.39M1.63%––
Probity Advisors, Inc.27,122$6.39M1.43%––
Herald Investment Management Ltd27,132$6.40M1.11%––
Regent Peak Wealth Advisors LLC27,134$6.40M2.10%––
Barrow Hanley Mewhinney & Strauss LLC27,139$6.40M0.02%––
Procyon Private Wealth Partners, LLC27,147$6.40M2.92%––
Beech Hill Advisors, Inc.27,193$6.41M2.66%––
Plante Moran Financial Advisors, LLC27,242$6.42M1.76%––
Horizon Investment Services, LLC27,268$6.43M3.45%––
RFG Advisory, LLC27,283$6.43M0.70%––
Aspen Investment Management Inc27,299$6.44M3.59%––
Aperture Investors, LLC27,339$6.45M1.03%––
Independent Solutions Wealth Management, LLC27,350$6.45M1.77%––
Bluefin Capital Management, LLC27,555$6.50M0.35%––
Geier Asset Management, Inc.25,829$6.50M4.76%––
Stewardship Financial Advisors, LLC27,623$6.51M2.26%––
Costello Asset Management, INC27,719$6.54M4.52%––
Signet Investment Advisory Group, Inc.27,809$6.56M5.08%––
Nadler Financial Group, Inc.27,865$6.57M1.17%––
Family Legacy, Inc.27,879$6.57M3.14%––
Van Leeuwen & Company, LLC27,903$6.58M4.32%––
Ascension Asset Management LLC27,938$6.59M4.61%––
Inscription Capital, LLC27,963$6.59M2.25%––