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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
Sterling Financial Planning, Inc.1,668$393.0K0.28%––
Thomas Story & Son LLC1,690$398.0K0.15%––
Denver Wealth Management, Inc.1,293$399.0K0.42%––
Insight 2811, Inc.1,700$401.0K0.23%––
Marks Group Wealth Management, Inc1,715$405.0K0.06%––
Beacon Wealthcare LLC1,721$406.0K0.22%––
Coco Enterprises, LLC1,778$412.0K0.39%––
Harris Associates L PSuperinvestorHarris Associates (Oakmark)1,750$413.0K0.00%––
Caxton Corp1,751$413.0K0.27%––
Seascape Capital Management1,754$414.0K0.23%––
LVZ Advisors, Inc.1,766$416.0K0.06%––
Compton Financial Group, LLC1,764$416.0K0.19%––
Bernardo Wealth Planning LLC1,770$417.0K0.27%––
Planning Directions Inc1,786$421.0K0.33%––
Smart Money Group LLC1,798$424.0K0.35%––
Castellan Group, LLC1,800$424.0K0.23%––
DHJJ Financial Advisors, Ltd.1,797$424.0K0.25%––
Blossom Wealth Management1,812$427.0K4.96%––
Banta Asset Management LP1,816$428.0K0.31%––
Jentner Corp1,816$428.0K0.33%––
Alpha Paradigm Partners, LLC1,815$428.0K0.17%––
Sage Private Wealth Group, LLC1,814$428.0K0.74%––
Shapiro Capital Management LLC1,819$429.0K0.01%––
Financial Strategies Group, Inc.1,822$430.0K0.22%––
Penn Davis McFarland Inc1,829$431.0K0.08%––
HighMark Wealth Management LLC1,829$431.0K0.34%––
Blankinship & Foster, LLC1,831$432.0K0.18%––
Element Wealth, LLC1,830$432.0K0.36%––
Youngs Advisory Group, Inc.1,845$435.0K0.54%––
Conservest Capital Advisors, Inc.1,847$435.0K0.05%––
Charles Schwab Investment Advisory, Inc.1,850$436.0K0.00%––
Wealthcare Capital Management LLC1,864$439.0K0.04%––
Ascension Capital Advisors, Inc.1,866$440.0K0.30%––
Ambassador Advisors, LLC1,867$440.0K0.10%––
NuWave Investment Management, LLC1,878$443.0K0.56%––
Sara-Bay Financial1,879$443.0K0.18%––
Financial Advisory Corp1,885$444.0K0.38%––
Cantor Fitzgerald Investment Adviser L.P.2,000$445.0K0.06%––
Summit Financial, LLC1,891$445.8K0.06%––
Welch Capital Partners LLC1,890$446.0K0.12%––
Better Money Decisions, LLC1,898$447.0K0.46%––
Odey Holdings AG1,900$448.0K4.03%––
Acas, LLC1,899$448.0K0.70%––
Stephens Investment Management Group LLC1,903$449.0K0.01%––
Adirondack Research & Management Inc.1,905$449.0K0.53%––
Alamar Capital Management, LLC1,905$449.0K0.43%––
Selective Wealth Management, Inc.1,944$458.0K0.42%––
McCarthy Asset Management, Inc.1,959$462.0K0.36%––
Silverleafe Capital Partners, LLC1,982$467.0K0.19%––
Anfield Capital Management, LLC1,981$467.0K0.19%––
Vantage Consulting Group Inc1,987$468.0K0.09%––
Keystone Wealth Partners1,985$468.0K0.31%––
Oasis Management Co Ltd.2,000$472.0K0.08%––
Botty Investors LLC2,000$472.0K0.13%––
O'Neil Global Advisors, Inc.2,000$472.0K0.46%––
Stuart Chaussee & Associates, Inc.2,012$474.0K0.18%––
Ratio Wealth Group2,020$476.3K0.20%––
Weybosset Research & Management LLC2,025$477.0K0.20%––
McClarren Financial Advisors, Inc.2,027$478.0K0.43%––
Intelligence Driven Advisers, LLC2,038$480.0K0.11%––
Ellington Management Group LLC2,048$483.0K0.18%––
Poplar Forest Capital LLC2,054$484.0K0.05%––
PYA Waltman Capital, LLC2,056$485.0K0.28%––
Doliver Advisors, LP2,070$488.0K0.18%––
MBE Wealth Management, LLC2,103$496.0K0.27%––
NFC Investments, LLC2,112$498.0K0.13%––
America First Investment Advisors, LLC2,116$499.0K0.15%––
Vista Private Wealth Partners. LLC2,372$499.0K0.29%––
DB Wealth Management Group, LLC2,115$499.0K0.34%––
Diversified Portfolios, Inc.2,119$500.0K0.16%––
Boston Standard Wealth Management, LLC2,162$501.0K0.16%––
Quaker Wealth Management, LLC2,123$501.0K0.23%––
Camarda Financial Advisors, LLC2,129$502.0K0.36%––
Cadent Capital Advisors, LLC2,137$504.0K0.22%––
Holloway Wealth Management, LLC–$506.0K0.17%––
Value Partners Investments Inc.2,148$506.0K0.04%––
Graybill Bartz & Assoc Ltd2,149$507.0K0.27%––
Birmingham Capital Management Co Inc2,170$512.0K0.19%––
Plotkin Financial Advisors, LLC2,178$513.5K0.31%––
HC Advisors, LLC2,181$514.0K0.33%––
Hoese & Co LLP2,179$514.0K0.63%––
IronBridge Private Wealth, LLC2,185$515.0K0.33%––
Alpha DNA Investment Management LLC2,211$521.0K0.60%––
Powell Investment Advisors, LLC2,218$523.0K0.34%––
Grant Street Asset Management, Inc.2,222$524.0K0.29%––
Ocean Endowment Partners, LLC3,331$525.0K2.13%––
Fulcrum Asset Management LLP–$528.0K0.34%––
Riversedge Advisors, LLC2,253$531.0K0.23%––
Richard P Slaughter Associates Inc2,264$534.0K0.22%––
Garrison Asset Management, LLC2,268$535.0K0.34%––
Hershey Trust Co2,272$536.0K0.01%––
Stordahl Capital Management, Inc.2,276$537.0K0.23%––
Prairiewood Capital, LLC2,282$538.0K0.49%––
Praetorian Wealth Management, Inc.2,292$540.0K0.19%––
Alethea Capital Management, LLC2,300$542.0K0.33%––
RiverGlades Family Offices LLC2,300$542.0K0.44%––
Curran Financial Partners, LLC2,304$543.0K0.39%––
IVC Wealth Advisors LLC2,329$549.0K0.43%––
Sequent Asset Management, LLC2,332$550.0K0.34%––
Spectrum Wealth Advisory Group, LLC2,332$550.0K0.53%––