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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
Aries Wealth Management36,279$9.27M4.17%––
Tairen Capital Ltd39,516$9.32M1.06%––
Arkadios Wealth Advisors39,597$9.34M1.54%––
John G Ullman & Associates Inc39,620$9.34M1.25%––
Jupiter Wealth Management LLC37,000$9.34M4.72%––
Wealth Advisors, Inc.36,329$9.38M3.78%––
Financial Architects, Inc39,847$9.39M1.47%––
Global Endowment Management, LP39,861$9.40M0.59%––
Mayflower Financial Advisors, LLC39,859$9.40M1.41%––
Chelsea Counsel Co39,949$9.42M4.67%––
Chesapeake Wealth Management39,981$9.43M3.15%––
Corsair Capital Management, L.P.39,983$9.43M1.96%––
Pennant Investors, LP40,000$9.43M2.93%––
Bedell Frazier Investment Counseling, LLC40,068$9.45M2.67%––
Virtue Capital Management, LLC40,105$9.46M2.23%––
WealthStone, Inc.40,132$9.46M3.30%––
Carolinas Wealth Consulting LLC40,132$9.46M2.30%––
Smithbridge Asset Management Inc40,171$9.47M4.05%––
Coastal Investment Advisors, Inc.40,223$9.48M2.49%––
Mattern Capital Management, LLC40,271$9.49M2.05%––
Atlantic Trust, LLC40,294$9.50M7.03%––
Intact Investment Management Inc.40,350$9.51M0.29%––
Jaffetilchin Investment Partners, LLC40,524$9.55M1.13%––
Great Diamond Partners, LLC40,633$9.58M2.95%––
Old Port Advisors40,793$9.62M3.77%––
Lake Street Financial LLC40,867$9.63M2.66%––
Capula Management Ltd40,934$9.65M2.01%––
Vident Investment Advisory, LLC40,955$9.65M0.32%––
Timber Creek Capital Management LLC40,995$9.66M3.72%––
Chapman Investment Management, LLC41,130$9.70M6.11%––
Steamboat Capital Partners, LLC41,138$9.70M2.86%––
Strategic Blueprint, LLC41,136$9.70M2.07%––
Bar Harbor Trust Services41,177$9.71M3.56%––
Nkcfo LLC41,175$9.71M3.67%––
Legacy Wealth Management, LLC41,213$9.72M5.89%––
DT Investment Partners, LLC41,226$9.72M1.40%––
Torray LLC41,246$9.72M1.52%––
Zions Bancorporation, N.A.41,267$9.73M1.10%––
Sawtooth Solutions, LLC41,318$9.74M2.14%––
Castle Hook Partners LP41,619$9.81M0.92%––
Carderock Capital Management Inc41,656$9.82M2.93%––
Fuller & Thaler Asset Management, Inc.41,690$9.83M0.07%––
Modera Wealth Management, LLC41,802$9.86M0.64%––
Clear Harbor Asset Management, LLC41,864$9.87M1.29%––
Investment Management of Virginia LLC41,875$9.87M1.99%––
Zevin Asset Management LLC41,911$9.88M2.18%––
Grandview Asset Management LLC41,965$9.89M5.27%––
Trustmark National Bank Trust Department42,002$9.90M0.82%––
New England Investment & Retirement Group, Inc.42,012$9.90M2.39%––
Tiemann Investment Advisors, LLC42,183$9.95M4.96%––
Portland Global Advisors LLC42,264$9.96M2.12%––
Codex Capital, L.L.C.42,250$9.97M6.22%––
Jump Financial, LLC42,394$9.99M0.93%––
Avantax Planning Partners, Inc.42,491$10.0M0.52%––
Compton Capital Management Inc42,525$10.0M3.14%––
Penbrook Management LLC42,526$10.0M7.22%––
Graticule Asia Macro Advisors LLC42,675$10.1M1.69%––
Lawson Kroeker Investment Management Inc42,692$10.1M3.44%––
Rodgers Brothers Inc.42,780$10.1M2.09%––
Bellecapital International Ltd.42,868$10.1M3.16%––
Trust Co of Oklahoma42,872$10.1M3.63%––
Baldwin Investment Management, LLC42,947$10.1M1.85%––
Marietta Wealth Management, LLC42,964$10.1M2.52%––
Physicians Financial Services, Inc.42,996$10.1M4.34%––
Edgestream Partners, L.P.43,049$10.2M0.57%––
Aspiriant, LLC43,197$10.2M0.65%––
Windsor Creek Advisors, LLC43,201$10.2M3.94%––
Stonnington Group, LLC42,810$10.2M2.48%––
Cumberland Advisors Inc43,640$10.3M2.55%––
Archford Capital Strategies, LLC39,654$10.3M2.73%––
McKinley Carter Wealth Services, Inc.43,766$10.3M0.88%––
Armor Advisors, L.L.C.43,772$10.3M5.08%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC43,849$10.3M1.11%––
Employers Holdings, Inc.43,865$10.3M6.09%––
Keystone Financial Group43,871$10.3M2.01%––
Academy Capital Management Inc43,882$10.3M1.99%––
Hennion & Walsh Asset Management, Inc.43,899$10.3M0.62%––
West Branch Capital LLC43,932$10.4M6.06%––
WealthPLAN Partners, LLC41,901$10.4M0.81%––
AlphaCrest Capital Management LLC44,093$10.4M0.58%––
Tiedemann Advisors, LLC44,125$10.4M0.46%––
Rehmann Capital Advisory Group44,330$10.4M1.07%––
Ashton Thomas Private Wealth, LLC44,285$10.4M1.77%––
Waycross Partners, LLC44,356$10.5M5.83%––
Benson Investment Management Company, Inc.44,393$10.5M6.11%––
Town & Country Bank & Trust CO dba First Bankers Trust CO44,438$10.5M4.38%––
McGinn Investment Management, Inc.44,467$10.5M7.75%––
9258 Wealth Management, LLC44,488$10.5M3.15%––
Johanson Financial Advisors, Inc.41,064$10.5M3.83%––
AMJ Financial Wealth Management44,562$10.5M5.08%––
Community Bank & Trust, Waco, Texas44,569$10.5M3.56%––
Puzo Michael J44,573$10.5M3.35%––
Texas Yale Capital Corp.44,645$10.5M0.66%––
Weiss Asset Management LP44,655$10.5M0.31%––
First Washington CORP44,672$10.5M4.16%––
Ninety One SA (PTY) Ltd44,720$10.5M4.00%––
J.P. Marvel Investment Advisors, LLC44,689$10.5M2.49%––
F/M Investments LLC44,689$10.5M8.32%––
Keebeck Wealth Management, LLC44,723$10.5M1.64%––
Birinyi Associates Inc44,764$10.6M4.02%––