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; 6,250 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
Pegasus Partners Ltd.44,778$10.6M2.31%––
Budros, Ruhlin & Roe, Inc.44,813$10.6M1.27%––
Valicenti Advisory Services Inc44,890$10.6M3.14%––
Capital Investment Advisory Services, LLC44,907$10.6M1.50%––
NVWM, LLC44,908$10.6M4.21%––
Wealthsource Partners, LLC44,937$10.6M1.06%––
Nations Financial Group Inc,44,989$10.6M2.41%––
Gabalex Capital Management LLC45,000$10.6M5.35%––
Baugh & Associates, LLC45,041$10.6M7.01%––
Analyst IMS Investment Management Services Ltd.45,072$10.6M1.42%––
DRW Securities, LLC45,177$10.7M3.74%––
Lincoln Capital LLC45,201$10.7M3.33%––
RMR Wealth Builders45,398$10.7M2.78%––
Schaper Benz & Wise Investment Counsel Inc45,405$10.7M1.05%––
Portolan Capital Management, LLC45,413$10.7M0.84%––
Altfest L J & Co Inc45,451$10.7M2.53%––
Inlet Private Wealth, LLC45,510$10.7M3.07%––
Biondo Investment Advisors, LLC45,425$10.7M2.14%––
Fieldpoint Private Securities, LLC45,612$10.8M2.51%––
Fragasso Group Inc.45,750$10.8M1.52%––
BW Gestao de Investimentos Ltda.45,853$10.8M3.18%––
Origin Asset Management LLP45,900$10.8M1.11%––
LMR Partners LLP46,015$10.8M0.27%––
Central Bank & Trust Co46,024$10.9M1.85%––
Abbot Financial Management, Inc.46,102$10.9M4.93%––
Centaurus Financial, Inc.46,155$10.9M1.07%––
GPM Growth Investors, Inc.46,159$10.9M6.22%––
Bonness Enterprises Inc46,400$10.9M5.85%––
Hohimer Wealth Management, LLC46,480$11.0M2.67%––
Patten Group, Inc.46,598$11.0M3.52%––
Hanson & Doremus Investment Management46,678$11.0M2.55%––
CFM Wealth Partners LLC46,726$11.0M3.32%––
Whalerock Point Partners, LLC46,823$11.0M4.85%––
Chicago Trust Co NA46,839$11.0M3.79%––
Glassman Wealth Services46,837$11.0M2.36%––
Valmark Advisers, Inc.46,948$11.1M0.21%––
First Sabrepoint Capital Management LP47,000$11.1M3.70%––
WBH Advisory Inc47,061$11.1M1.80%––
Consolidated Capital Management, LLC47,106$11.1M5.54%––
Minot Wealth Management LLC47,129$11.1M2.84%––
Iowa State Bank47,132$11.1M3.34%––
Cordatus Wealth Management LLC47,152$11.1M4.26%––
Kidder Stephen W47,201$11.1M3.59%––
Van Hulzen Asset Management, LLC47,206$11.1M1.78%––
Bruderman Asset Management, LLC47,219$11.1M3.09%––
EFG Asset Management (Americas) Corp.47,141$11.1M2.28%––
Spectrum Management Group, LLC47,301$11.2M2.22%––
Isthmus Partners, LLC47,306$11.2M2.05%––
River & Mercantile Asset Management LLP47,365$11.2M0.67%––
Barometer Capital Management Inc.47,442$11.2M1.88%––
HCR Wealth Advisors47,577$11.2M2.22%––
Family Management Corp47,678$11.2M3.53%––
BOK Financial Private Wealth, Inc.47,729$11.3M1.02%––
Fosun International Ltd48,343$11.3M0.89%––
B. Riley Wealth Management, Inc.47,789$11.3M1.32%––
Professional Planning47,795$11.3M5.50%––
Taylor Wealth Management Partners47,967$11.3M4.13%––
Armstrong Shaw Associates Inc47,969$11.3M10.34%––
TLW Wealth Management, LLC47,977$11.3M6.87%––
Shikiar Asset Management Inc48,173$11.4M3.83%––
Rothschild Capital Partners, LLC48,250$11.4M3.85%––
Signature Estate & Investment Advisors LLC48,348$11.4M0.55%––
American Money Management, LLC48,471$11.4M4.26%––
Trybe Capital Management LP48,543$11.4M8.84%––
Montecito Bank & Trust48,556$11.4M2.37%––
Hodges Capital Management Inc.48,580$11.5M1.58%––
Oakworth Capital, Inc.48,659$11.5M1.30%––
Elk River Wealth Management, LLC48,746$11.5M3.27%––
Capital Planning Advisors, LLC48,847$11.5M2.58%––
Stoneridge Investment Partners LLC49,012$11.6M6.06%––
Boyd Watterson Asset Management LLC49,020$11.6M5.05%––
Formidable Asset Management, LLC48,140$11.6M2.51%––
Lombard Odier Asset Management (Switzerland) SA49,132$11.6M0.77%––
Salem Capital Management Inc49,182$11.6M6.90%––
Westbourne Investment Advisors, Inc.49,193$11.6M5.77%––
Cornerstone Wealth Management, LLC49,208$11.6M1.37%––
Circle Wealth Management, LLC49,278$11.6M1.85%––
Greenwich Wealth Management LLC49,284$11.6M0.93%––
Trust Co of Kansas49,337$11.6M7.61%––
WoodTrust Financial Corp49,513$11.7M3.44%––
Trustcore Financial Services, LLC49,524$11.7M1.35%––
Chase Investment Counsel Corp49,530$11.7M5.35%––
Broderick Brian C49,632$11.7M3.37%––
Qtron Investments LLC49,643$11.7M3.27%––
Financial Insights, Inc.49,803$11.7M8.67%––
Proficio Capital Partners LLC49,878$11.8M1.52%––
WESPAC Advisors SoCal, LLC49,883$11.8M4.61%––
Hamilton Point Investment Advisors, LLC50,068$11.8M3.41%––
Argyle Capital Management Inc.50,092$11.8M3.98%––
Winch Advisory Services, LLC50,158$11.8M4.74%––
CRA Financial Services, LLC50,178$11.8M4.58%––
Joel Isaacson & Co., LLC50,218$11.8M1.04%––
Senvest Management, LLC50,406$11.9M0.37%––
Univest Financial Corp50,496$11.9M3.36%––
Rowland & Co Investment Counsel50,660$11.9M3.12%––
Mirova50,690$12.0M1.43%––
McGuire Investment Group, LLC50,732$12.0M2.52%––
Prelude Capital Management, LLC50,815$12.0M0.83%––
Swarthmore Group Inc50,834$12.0M3.28%––
Taylor, Cottrill, Erickson & Associates, Inc.50,924$12.0M1.83%––