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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
Traynor Capital Management, Inc.35,338$8.33M1.37%––
MRJ Capital Inc35,382$8.34M5.21%––
Front Row Advisors LLC35,381$8.34M4.04%––
Verdence Capital Advisors LLC35,414$8.35M1.41%––
Beck Capital Management, LLC35,510$8.37M3.16%––
Droms Strauss Advisors Inc35,555$8.38M4.12%––
Encompass Wealth Advisors, LLC34,010$8.39M2.14%––
S&T Bank35,597$8.39M1.38%––
Journey Advisory Group, LLC35,646$8.40M2.94%––
Golden State Equity Partners35,647$8.40M4.80%––
44 Wealth Management LLC35,778$8.44M3.53%––
Csenge Advisory Group32,987$8.44M0.86%––
Connable Office Inc35,827$8.45M1.23%––
McMillion Capital Management Inc35,844$8.45M4.95%––
Legacy Capital Partners, Inc.35,858$8.45M3.19%––
Selway Asset Management35,890$8.46M4.93%––
Royal Fund Management, LLC35,894$8.46M1.55%––
Drexel Morgan & Co.35,900$8.46M2.15%––
Roman Butler Fullerton & Co32,716$8.49M4.25%––
RSM US Wealth Management LLC36,024$8.49M0.54%––
Peoples Financial Services Corp.36,075$8.51M3.70%––
Potrero Capital Research LLC36,194$8.53M2.04%––
Cambridge Advisors Inc.36,236$8.54M2.18%––
WBI Investments36,308$8.56M1.34%––
Kapitalo Investimentos Ltda36,364$8.57M10.76%––
Advanced Asset Management Advisors Inc36,385$8.58M1.91%––
Avidian Wealth Solutions, LLC36,414$8.59M0.73%––
Texas Capital Bank Wealth Management Services Inc36,428$8.59M1.23%––
Exane Derivatives36,436$8.59M2.59%––
Vontobel Swiss Wealth Advisors AG36,532$8.61M4.80%––
Concentric Wealth Management, LLC36,536$8.61M2.84%––
Whitener Capital Management, Inc.36,616$8.63M3.74%––
Sargent Bickham Lagudis LLC36,609$8.63M0.76%––
Clarity Financial LLC36,626$8.63M1.75%––
Avestar Capital, LLC33,968$8.65M1.93%––
AIMZ Investment Advisors, LLC36,691$8.65M4.23%––
Spreng Capital Management, Inc.36,710$8.65M6.03%––
Citizens National Bank Trust Department36,732$8.66M2.63%––
Financial Partners Group, Inc36,784$8.67M2.46%––
Cim Investment Mangement Inc36,843$8.69M2.74%––
Patton Albertson Miller Group, LLC36,923$8.71M2.10%––
Live Oak Private Wealth LLC36,934$8.71M2.14%––
Clark Estates Inc37,000$8.72M1.11%––
Chronos Wealth Management, LLC37,014$8.73M6.60%––
Foster Victor Wealth Advisors, LLC33,767$8.73M1.62%––
Duality Advisers, LP37,110$8.75M0.76%––
Northstar Asset Management LLC37,119$8.75M2.49%––
Sage Capital Advisors,llc37,148$8.76M3.93%––
Oarsman Capital, Inc.37,229$8.78M3.80%––
Quantbot Technologies LP37,239$8.78M0.84%––
Little House Capital LLC37,243$8.78M3.10%––
Harrell Investment Partners, LLC37,243$8.78M3.10%––
Martin & Co Inc37,281$8.79M2.21%––
20/20 Capital Management, Inc.37,374$8.81M2.55%––
Pekin Hardy Strauss, Inc.37,394$8.82M1.39%––
Liberty One Investment Management, LLC37,393$8.82M1.57%––
Keel Point, LLC37,411$8.82M0.95%––
Aj Wealth Strategies, LLC37,605$8.87M0.63%––
Ascent Wealth Partners, LLC37,664$8.88M1.93%––
Cramer Rosenthal McGlynn LLC37,694$8.89M0.30%––
CFO4Life Group, LLC37,709$8.89M2.21%––
Jackson Square Capital, LLC37,729$8.89M3.40%––
North Growth Management Ltd.38,000$8.90M1.58%––
White Pine Investment CO37,852$8.92M3.31%––
Notis-McConarty Edward37,922$8.94M3.48%––
Enterprise Bank & Trust Co37,932$8.94M3.77%––
Contravisory Investment Management, Inc.37,961$8.95M2.80%––
Brookfield Asset Management Inc.38,000$8.96M0.04%––
Bright Rock Capital Management, LLC38,000$8.96M2.29%––
XXEC, Inc.38,038$8.97M6.31%––
Taikang Asset Management (Hong Kong) Co Ltd38,091$8.98M1.69%––
Kesler, Norman & Wride, LLC38,102$8.98M2.23%––
Dumont & Blake Investment Advisors LLC38,148$8.99M2.77%––
Boyer & Corporon Wealth Management, LLC38,187$9.00M2.66%––
Makena Capital Management LLC38,281$9.03M1.43%––
One Capital Management, LLC38,295$9.03M1.00%––
Bayesian Capital Management, LP38,300$9.03M2.08%––
SOA Wealth Advisors, LLC.38,446$9.06M2.54%––
Riverpark Capital Management LLC38,453$9.07M4.06%––
Sargent Investment Group, LLC38,478$9.07M2.40%––
First Personal Financial Services38,493$9.07M2.48%––
Pegasus Asset Management, Inc.38,495$9.08M4.61%––
Northside Capital Management, LLC38,508$9.08M2.49%––
Oak Grove Capital LLC38,519$9.08M2.63%––
Endurance Wealth Management, Inc.38,602$9.10M1.07%––
J. W. Coons Advisors, LLC38,784$9.15M3.28%––
White Pine Capital LLC38,838$9.16M2.91%––
Bank Ozk38,861$9.16M4.22%––
Junson Asset Management (Hong Kong) Ltd37,000$9.17M3.83%––
FORA Capital, LLC38,908$9.17M3.01%––
Citizens & Northern Corp39,001$9.20M3.64%––
BDO Wealth Advisors, LLC39,071$9.21M1.09%––
Legacy Private Trust Co.39,100$9.22M0.83%––
Ritholtz Wealth Management39,102$9.22M0.77%––
Moser Wealth Advisors, LLC39,109$9.22M6.48%––
Bessemer Securities LLC39,164$9.23M3.91%––
Optimum Investment Advisors39,189$9.24M2.70%––
Stanley-Laman Group, Ltd.39,217$9.25M1.53%––
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD39,243$9.25M1.92%––
Orca Investment Management, LLC39,313$9.27M9.61%––