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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; 6,247 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: 4,553 institutionsQ1 2022: 4,549 institutionsQ2 2022: 4,515 institutionsQ3 2022: 4,508 institutionsQ4 2022: 4,679 institutionsQ1 2023: 4,717 institutionsQ2 2023: 4,815 institutionsQ3 2023: 4,861 institutionsQ4 2023: 5,216 institutionsQ1 2024: 5,240 institutionsQ2 2024: 5,269 institutionsQ3 2024: 5,301 institutionsQ4 2024: 5,876 institutionsQ1 2025: 5,776 institutionsQ2 2025: 5,828 institutionsQ3 2025: 5,865 institutionsQ4 2025: 6,329 institutionsQ1 2026: 6,237 institutionsQ2 2026: 6,247 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 20266,247$2.05T
Q1 20266,237$1.99T
Q4 20256,329$2.66T
Q3 20255,865$2.76T
Q2 20255,828$2.67T
Q1 20255,776$2.01T
Q4 20245,876$2.26T
Q3 20245,301$2.27T
Q2 20245,269$2.37T
Q1 20245,240$2.23T
Q4 20235,216$1.99T
Q3 20234,861$1.66T
Q2 20234,815$1.79T
Q1 20234,717$1.52T
Q4 20224,679$1.27T
Q3 20224,508$1.23T
Q2 20224,515$1.34T
Q1 20224,549$1.61T
Q4 20214,553$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
Titan Capital Management, LLC1,054$249.0K0.26%––
Three Peaks Capital Management, LLC1,059$250.0K0.08%––
Alpha Omega Group, Inc.1,061$250.0K0.27%––
Weil Company, Inc.1,066$251.0K0.14%––
LPWM LLC1,034$251.0K0.17%––
Yorktown Management & Research Co Inc1,070$252.0K0.21%––
RGT Wealth Advisors, LLC1,067$252.0K0.05%––
AlphaCore Capital LLC1,068$252.0K0.17%––
Tobias Financial Advisors, Inc.1,069$252.0K0.11%––
Rice Hall James & Associates, LLC1,071$253.0K0.01%––
Tranquilli Financial Advisor LLC1,075$253.0K0.20%––
Strategic Equity Management1,076$254.0K0.11%––
Meridian Management Co1,091$257.0K0.08%––
American Investment Services, Inc.1,090$257.0K0.07%––
Cooke & Bieler LP1,098$259.0K0.00%––
Sage Financial Management Group, Inc.1,098$259.0K0.20%––
Nia Impact Advisors, LLC1,097$259.0K0.14%––
ForthRight Wealth Management, LLC1,099$259.0K0.18%––
Cannon Financial Strategists, Inc.1,102$259.8K0.11%––
Barnett & Company, Inc.1,105$261.0K0.14%––
Websterrogers Financial Advisors, LLC1,122$265.0K0.07%––
Briaud Financial Planning, Inc1,128$266.0K0.20%––
Altus Wealth Management, LLC1,135$268.0K0.19%––
Arabesque Asset Management Ltd1,144$270.0K0.12%––
Joseph P. Lucia & Associates, LLC1,146$270.0K0.12%––
Truefg, LLC1,149$271.0K0.15%––
Trilogy Capital Inc.1,163$274.0K0.02%––
Chartist Inc1,167$275.0K0.15%––
Hochman Cole Investment Advisors, Inc.1,181$279.0K0.12%––
Biltmore Wealth Management, LLC1,191$281.0K0.12%––
NexWave Capital Partners LLC1,191$281.0K0.35%––
Stevard, LLC1,199$283.0K0.23%––
One Charles Private Wealth Services, LLC1,213$286.0K1.37%––
ETF Portfolio Partners, Inc.1,227$289.0K0.13%––
Lloyd Advisory Services, LLC.1,226$289.0K0.16%––
Mma Asset Management LLC1,232$290.0K0.25%––
Harbor Group, Inc.1,132$291.0K0.20%––
Milestone Advisory Partners1,253$295.0K0.16%––
Leith Wheeler Investment Counsel Ltd.1,258$297.0K0.05%––
Outfitter Financial LLC1,260$297.0K0.24%––
Laurus Investment Counsel Inc.1,262$298.0K0.11%––
Daniels&Tansey,LLP1,277$301.0K0.12%––
Fairpointe Capital LLC1,285$303.0K0.46%––
Archetype Wealth Partners1,291$304.0K0.12%––
Townsend & Associates, Inc1,296$306.0K0.20%––
AAFCPAs Wealth Management, LLC1,301$306.8K0.26%––
U S Global Investors Inc1,300$307.0K0.01%––
jvl associates llc1,302$307.0K0.23%––
Treybourne Wealth Planners, Inc.1,308$308.0K0.21%––
Seneca Financial Advisors LLC1,311$309.0K0.22%––
Keeley-Teton Advisors, LLC1,315$310.0K0.03%––
Corrado Advisors, LLC1,330$314.0K0.23%––
Piershale Financial Group, Inc.1,338$315.0K0.14%––
Novak Financial Planning, LLC1,337$315.0K0.17%––
Reliant Investment Management, LLC1,342$316.0K0.15%––
Sicart Associates LLC1,342$316.0K0.08%––
Total Investment Management Inc2,019$318.0K0.09%––
Shakespeare Wealth Management, Inc.1,354$319.0K0.13%––
Filbrandt Wealth Management, LLC1,355$320.0K0.19%––
Arkansas Financial Group, Inc.1,389$327.0K0.08%––
Bellwether Advisors, LLC1,395$328.0K0.13%––
Tri-Star Advisors Inc.1,257$328.0K0.16%––
Quantitative Value Technologies, LLC1,390$328.0K0.71%––
Knott David M1,400$330.0K0.14%––
Machina Capital S.A.S.1,400$330.0K3.76%––
Guardian Wealth Advisors, LLC1,403$331.0K0.31%––
Client 1st Advisory Group, LLC1,410$332.0K0.19%––
Stephenson National Bank & Trust1,414$333.0K0.23%––
Heartwood Wealth Advisors LLC1,418$334.0K0.05%––
Coyle Financial Counsel LLC1,425$336.0K0.23%––
Precision Wealth Strategies, LLC1,428$337.0K0.32%––
Stonebridge Financial Planning Group, LLC1,326$339.0K0.20%––
JMG Financial Group, Ltd.1,440$340.0K0.02%––
PFG Private Wealth Management, LLC1,447$341.0K0.23%––
Reinhart Partners, Inc.1,455$343.0K0.02%––
Strid Group, LLC1,467$346.0K0.09%––
Sippican Capital Advisors1,471$347.0K0.32%––
Prism Advisors, Inc.1,482$349.0K0.13%––
Resolute Partners Group1,912$350.0K0.05%––
Falcon Wealth Planning1,486$350.0K0.17%––
AlphaMark Advisors, LLC1,503$354.0K0.14%––
SG3 Management, LLC1,500$354.0K0.12%––
Truvvo Partners LLC1,502$354.0K0.28%––
FormulaFolio Investments, LLC1,443$355.0K0.12%––
Asset Planning Corporation1,512$357.0K0.37%––
Hilltop Wealth Advisors, LLC1,514$357.0K0.27%––
Benchmark Wealth Management, LLC1,524$359.0K0.27%––
Beddow Capital Management Inc1,525$360.0K0.23%––
Hanlon Investment Management, Inc.1,528$360.0K0.08%––
BHK Investment Advisors, LLC1,630$363.0K0.17%––
Defender Capital, LLC.1,543$364.0K0.13%––
Tatro Capital, LLC1,544$364.0K0.28%––
McNaughton Wealth Management, LLC1,550$365.0K0.28%––
One Day In July LLC1,548$365.0K0.11%––
Lagoda Investment Management, L.P.1,560$368.0K0.18%––
Chicago Wealth Management, Inc.1,568$370.0K0.29%––
Affinia Financial Group, LLC1,497$374.0K0.23%––
BCK Partners, Inc.1,436$374.0K0.27%––
Market Street Wealth Management Advisors LLC1,605$378.0K0.22%––
TPG Financial Advisors, LLC1,621$382.0K0.27%––