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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; 6,250 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: 4,555 institutionsQ1 2022: 4,550 institutionsQ2 2022: 4,515 institutionsQ3 2022: 4,508 institutionsQ4 2022: 4,679 institutionsQ1 2023: 4,717 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: 6,329 institutionsQ1 2026: 6,238 institutionsQ2 2026: 6,250 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 20266,250$2.05T
Q1 20266,238$1.99T
Q4 20256,329$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 20234,717$1.52T
Q4 20224,679$1.27T
Q3 20224,508$1.23T
Q2 20224,515$1.34T
Q1 20224,550$1.61T
Q4 20214,555$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
HBC Financial Services, PLLC28,794$7.47M5.15%––
GFS Advisors, LLC31,782$7.49M1.75%––
AXS Investments LLC31,802$7.50M2.66%––
Angeles Investment Advisors, LLC31,840$7.51M0.58%––
Hillman Capital Management, Inc.31,884$7.52M3.30%––
Cornerstone Advisory, LLC31,920$7.53M1.42%––
Carmichael Hill & Associates, Inc.31,923$7.53M4.54%––
Brick & Kyle, Associates31,184$7.53M4.16%––
Breakline Capital LLC31,940$7.53M4.57%––
Grove Bank & Trust31,954$7.53M1.77%––
SeaBridge Investment Advisors LLC31,957$7.54M2.49%––
Cutler Group LP32,013$7.55M0.63%––
Mendel Money Management32,024$7.55M4.93%––
MEMBERS Trust Co32,073$7.56M0.26%––
GVO Asset Management Ltd32,117$7.57M7.62%––
Cascadia Advisory Services, LLC32,116$7.57M1.68%––
TFG Advisers LLC32,142$7.58M3.91%––
Curbstone Financial Management Corp32,205$7.59M1.51%––
Palmer Knight Co32,269$7.61M4.37%––
SPC Financial, Inc.32,308$7.62M1.00%––
Oxler Private Wealth LLC32,460$7.65M3.88%––
Shepherd Financial Partners LLC32,565$7.68M1.70%––
Bedel Financial Consulting, Inc.32,583$7.68M2.97%––
Eastover Investment Advisors LLC32,588$7.68M5.43%––
Radnor Capital Management, LLC32,617$7.69M2.47%––
Mitchell McLeod Pugh & Williams Inc32,626$7.69M3.22%––
Jacobi Capital Management LLC32,662$7.70M1.14%––
Affinity Wealth Management LLC29,820$7.70M1.57%––
JNBA Financial Advisors32,703$7.71M1.12%––
Spirit of America Management Corp32,714$7.71M1.82%––
Stokes Capital Advisors, LLC32,720$7.71M3.16%––
Davidson Trust Co32,778$7.73M6.49%––
Avitas Wealth Management LLC32,784$7.73M1.51%––
Raab & Moskowitz Asset Management LLC32,803$7.73M3.02%––
MidWestOne Financial Group, Inc.32,868$7.75M1.88%––
NorthRock Partners, LLC32,910$7.76M0.71%––
Darwin Advisors, LLC32,913$7.76M1.35%––
DCM Advisors, LLC32,928$7.76M4.52%––
Founders Capital Management32,930$7.76M5.53%––
Menlo Advisors LLC32,957$7.77M4.62%––
WealthTrust Axiom LLC32,981$7.78M2.63%––
Excalibur Management Corp32,986$7.78M3.84%––
Eagle Capital Management, LLC33,018$7.79M2.38%––
Karp Capital Management Corp33,028$7.79M1.41%––
CX Institutional33,031$7.79M0.70%––
First National Bank of Mount Dora, Trust Investment Services33,082$7.80M2.72%––
Bridge Creek Capital Management LLC33,281$7.85M3.02%––
Schwab Charitable Fund33,293$7.85M0.81%––
Stratos Wealth Advisors, LLC33,312$7.85M0.83%––
IFG Advisory, LLC33,351$7.86M0.98%––
Bray Capital Advisors33,440$7.88M2.17%––
Good Life Advisors, LLC33,436$7.89M1.60%––
Asset Dedication, LLC33,507$7.89M1.78%––
Loudon Investment Management, LLC33,565$7.91M5.68%––
Hendershot Investments Inc.33,577$7.92M1.83%––
IPG Investment Advisors LLC33,639$7.93M1.55%––
First Trust Bank, Ltd.33,668$7.94M10.99%––
TCI Wealth Advisors, Inc.33,693$7.94M3.59%––
Tranquility Partners, LLC33,742$7.96M4.95%––
Plancorp, LLC33,783$7.96M1.75%––
Q Capital Solutions33,830$7.98M6.34%––
Cambridge Financial Group, Inc.33,837$7.98M3.52%––
Gardner Lewis Asset Management L P33,856$7.98M1.43%––
Northwest Capital Management Inc33,882$7.99M5.80%––
Brave Asset Management Inc33,923$8.00M2.71%––
AAFMAA Wealth Management & Trust LLC33,943$8.00M3.85%––
Newman Dignan & Sheerar, Inc.33,975$8.01M3.02%––
Hamel Associates, Inc.33,999$8.02M3.09%––
All Terrain Financial Advisors, LLC34,030$8.02M3.83%––
Marshall & Sullivan Inc34,058$8.03M4.84%––
Cooper Financial Group34,099$8.04M1.82%––
Sitrin Capital Management LLC34,108$8.04M3.82%––
Hollow Brook Wealth Management LLC34,151$8.05M5.29%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors34,165$8.05M3.08%––
Miramar Capital, LLC34,234$8.07M3.60%––
Searle & Co.34,243$8.07M3.60%––
Mount Yale Investment Advisors, LLC34,242$8.07M1.06%––
Hamilton Wealth, LLC34,252$8.08M3.92%––
Sawyer & Company, Inc34,276$8.08M4.02%––
Simplex Trading, LLC34,341$8.10M0.45%––
Godshalk Welsh Capital Management, Inc.34,439$8.12M5.66%––
Humankind Investments LLC34,469$8.13M4.70%––
Uncommon Cents Investing LLC34,533$8.14M3.49%––
Marcum Wealth, LLC34,544$8.14M1.34%––
Franklin, Parlapiano, Turner & Welch, LLC34,586$8.15M2.74%––
Lederer & Associates Investment Counsel34,594$8.16M5.75%––
Amica Retiree Medical Trust34,722$8.19M5.54%––
Brown Miller Wealth Management, LLC34,720$8.19M5.79%––
Cornerstone Wealth Group, LLC31,476$8.20M1.67%––
Harbour Capital Advisors, LLC34,897$8.23M2.42%––
LVW Advisors, LLC35,006$8.25M1.59%––
Soltis Investment Advisors LLC35,049$8.26M1.51%––
Horan Capital Advisors, LLC.35,067$8.27M3.96%––
Affinity Investment Advisors, LLC35,096$8.28M3.03%––
GM Advisory Group, Inc.35,136$8.28M0.99%––
Triangle Securities Wealth Management35,186$8.30M3.00%––
Pinnacle Wealth Planning Services, Inc.35,199$8.30M2.15%––
Aevitas Wealth Management, Inc.35,207$8.30M5.79%––
Blume Capital Management, Inc.35,258$8.31M3.27%––
Vishria Bird Financial Group, LLC35,324$8.33M4.60%––