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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
Sanford Advisory Services, LLC3,062$722.0K0.20%––
PrairieView Partners, LLC3,076$725.0K0.12%––
Ballew Advisors, Inc3,002$728.0K0.27%––
Family Firm, Inc.3,115$734.0K0.21%––
Donald L. Hagan, LLC3,115$734.0K0.48%––
LGL Partners, LLC3,112$734.0K0.42%––
Portfolio Strategies, Inc.3,113$734.0K0.15%––
New England Professional Planning Group Inc.2,971$741.0K0.45%––
Concentrum Wealth Management3,171$748.0K0.56%––
Stadion Money Management, LLC3,202$755.0K0.03%––
Corrigan Financial, Inc.3,218$758.7K0.25%––
Future Financial Wealth Managment LLC3,224$760.0K0.87%––
Sentinel Trust Co Lba3,231$762.0K0.14%––
Fenimore Asset Management Inc3,236$763.0K0.02%––
Strategic Financial Partners, Ltd.3,256$768.0K0.46%––
Next Capital Management LLC3,263$769.0K0.50%––
Ridgewood Investments LLC3,267$770.0K0.47%––
Jackson Creek Investment Advisors LLC3,271$771.0K0.27%––
Fi3 FINANCIAL ADVISORS, LLC3,281$773.0K0.66%––
Comprehensive Wealth Management, LLC3,281$773.5K0.94%––
Tiger Eye Capital LLC3,321$783.0K0.16%––
Horan Securities, Inc.3,322$783.0K0.67%––
Ford Financial Group, LLC3,322$783.0K0.34%––
Legacy Financial Strategies, LLC3,332$785.0K0.42%––
Waterfront Wealth Inc.3,243$786.0K0.40%––
IFG Advisors, LLC3,340$788.0K0.43%––
Resource Planning Group3,354$791.0K0.52%––
Gruss & Co., LLC3,360$792.0K3.29%––
Malaga Cove Capital, LLC3,323$792.0K0.34%––
Sym Financial Corp3,375$796.0K0.46%––
Fortis Advisors, LLC3,380$797.0K0.57%––
UBP Investment Advisors SA3,379$800.0K0.33%––
Ritter Daniher Financial Advisory, LLC3,402$802.0K0.64%––
Rinet Co LLC3,406$803.0K0.16%––
Mayfair Advisory Group, LLC3,320$805.0K1.44%––
HYA Advisors, Inc3,416$805.0K0.38%––
Onyx Bridge Wealth Group LLC3,413$805.0K0.40%––
Ategra Capital Management, LLC3,438$810.6K0.47%––
Inspirion Wealth Advisors, LLC3,449$813.0K0.22%––
Wescott Financial Advisory Group, LLC3,456$815.0K0.53%––
Capital Wealth Alliance, LLC3,472$818.0K0.55%––
Earnest Partners LLC3,482$821.0K0.00%––
Innova Wealth Partners3,488$822.0K0.70%––
Silicon Hills Wealth Management, LLC3,489$823.0K0.74%––
First Wilshire Securities Management Inc3,500$825.0K0.31%––
David R. Rahn & Associates Inc.3,501$825.0K0.77%––
Bridge Advisory, LLC3,505$826.0K0.51%––
Trinity Wealth Management, LLC3,509$827.0K0.72%––
Planned Solutions, Inc.3,512$828.0K0.65%––
Marathon Trading Investment Management LLC3,525$831.0K0.52%––
Colorado Capital Management, Inc.3,533$832.0K0.59%––
Moisand Fitzgerald Tamayo, LLC3,545$836.0K0.36%––
Atlas Private Wealth Management3,547$836.0K0.53%––
Lee Financial Group Hawaii, Inc.3,564$840.0K0.69%––
Proquility Private Wealth Partners, LLC3,572$842.0K0.34%––
Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn3,577$843.0K0.01%––
Giverny Capital Inc.SuperinvestorGiverny Capital3,578$844.0K0.06%––
Hunter Perkins Capital Management, LLC3,590$846.0K0.17%––
Savior LLC3,592$847.0K0.85%––
Clark Financial Services Group Inc3,597$848.0K0.72%––
FSB Premier Wealth Management, Inc.3,603$849.0K0.46%––
TD Ameritrade Investment Management, LLC3,820$850.0K0.01%––
Towerpoint Wealth, LLC3,610$851.0K0.41%––
Private Management Group Inc3,639$858.0K0.04%––
Jefferies Group LLC3,647$859.8K0.02%––
Collaborative Wealth Managment Inc.2,791$860.0K0.50%––
Chiron Capital Management, LLC3,655$862.0K0.73%––
MBM Wealth Consultants, LLC3,636$864.0K0.44%––
Running Point Capital Advisors, LLC3,682$868.0K0.48%––
Braun-Bostich & Associates Inc.3,711$875.0K1.68%––
Probabilities Fund Management, LLC3,720$877.0K1.92%––
Independent Family Office, LLC3,740$882.0K0.35%––
Winslow Asset Management Inc3,775$890.0K0.18%––
Community Bank of Raymore3,780$891.0K0.29%––
Brand Asset Management Group, Inc.3,797$895.0K0.46%––
Cowa, LLC3,516$899.0K0.54%––
Northwest Wealth Management, LLC3,827$902.0K0.57%––
Everhart Financial Group, Inc.3,837$904.0K0.79%––
Clarus Wealth Advisors3,542$906.0K0.57%––
R. W. Roge & Company, Inc.3,848$907.0K0.61%––
Conestoga Capital Advisors, LLC3,859$910.0K0.01%––
Santori & Peters3,873$913.0K0.54%––
Center For Asset Management LLC3,877$914.0K0.88%––
Paulson Wealth Management Inc.3,525$915.0K0.45%––
Newport Capital Group, LLC3,902$920.0K0.77%––
Marotta Asset Management3,799$920.7K0.24%––
Systematic Financial Management LP3,920$924.0K0.03%––
Greenhouse Wealth Management, LLC3,922$925.0K0.92%––
Capital Square, LLC3,628$928.0K0.69%––
Spectrum Planning & Advisory Services Inc.3,975$937.0K0.96%––
Harvest Investment Services, LLC3,980$938.0K0.42%––
Ampfield Management, L.P.3,978$938.0K0.79%––
Cahaba Wealth Management, Inc.3,989$940.0K0.15%––
Biltmore Capital Advisors LLC3,990$941.0K0.20%––
Holistic Financial Partners3,990$941.0K0.62%––
Windham Capital Management, LLC4,000$943.0K0.20%––
Granite Point Capital Management, L.P.4,000$943.0K0.28%––
Howard Wealth Management, LLC4,001$943.0K0.55%––
Southport Management, L.L.C.4,000$943.1K3.49%––
Criteria Caixa, S.A.U.4,000$943.1K0.15%––