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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
Thrive Capital Management, LLC4,021$948.0K0.89%––
Twin Focus Capital Partners, LLC4,034$951.0K0.27%––
New Vernon Investment Management LLC4,042$953.0K1.58%––
Kohmann Bosshard Financial Services, LLC4,058$957.0K0.26%––
Act Wealth Management, LLC4,057$957.0K0.62%––
Tacita Capital Inc4,061$957.0K0.62%––
FSA Wealth Management LLC4,065$958.0K0.64%––
Opes Wealth Management LLC4,095$966.0K0.38%––
Shay Capital LLC4,110$969.0K0.27%––
Windsor Capital Management, LLC4,143$976.0K0.34%––
TLWM4,146$976.0K0.37%––
Meridian Wealth Partners, LLC4,140$977.0K0.29%––
Crestone Asset Management LLC4,163$982.0K0.25%––
Safeguard Investment Advisory Group, LLC4,171$983.0K0.88%––
Alliance Wealth Management Group4,182$986.0K0.37%––
X-Square Capital, LLC4,201$991.0K0.46%––
Mine & Arao Wealth Creation & Management, LLC.4,202$991.0K0.66%––
BEAM Asset Management, LLC4,201$991.0K0.88%––
Ullmann Financial Group, Inc.4,209$992.0K0.44%––
Bridgewater Associates, LP4,214$994.0K0.01%––
ShoreHaven Wealth Partners, LLC4,218$994.0K0.54%––
Benjamin Edwards Inc4,228$997.0K0.76%––
Private Capital Advisors, Inc.4,243$1.00M0.19%––
RVW Wealth, LLC2,807$1.00M0.13%––
Legal Advantage Investments, Inc.4,250$1.00M0.75%––
Heck Capital Advisors, LLC4,268$1.01M0.22%––
EWG Elevate Inc.4,279$1.01M0.45%––
Ackerman Capital Advisors, LLC4,294$1.01M0.25%––
Caz Investments LP4,300$1.01M1.79%––
New York Life Investments Alternatives4,309$1.02M0.71%––
Accel Wealth Management4,311$1.02M0.82%––
Cypress Capital Management LLC (WY)4,328$1.02M0.90%––
Fountainhead AM, LLC4,335$1.02M0.54%––
TrueWealth Advisors, LLC3,970$1.02M0.67%––
Beacon Harbor Wealth Advisors, Inc.4,358$1.03M0.41%––
BCGM Wealth Management, LLC3,975$1.03M0.70%––
ACT Advisors, LLC.4,044$1.03M0.81%––
Willis Johnson & Associates, Inc.4,374$1.03M0.16%––
Provenire Capital, LLC4,383$1.03M4.30%––
Aua Capital Management, LLC4,393$1.04M0.68%––
Avenue 1 Advisors, LLC4,393$1.04M0.66%––
Syquant Capital SAS4,400$1.04M0.27%––
Peterson Wealth Advisors, LLC4,402$1.04M0.42%––
Dougherty Wealth Advisers LLC4,412$1.04M1.57%––
Matrix Private Capital Group LLC4,411$1.04M0.63%––
Opus Capital Group, LLC4,418$1.04M0.25%––
Northern Capital Management, Inc.4,453$1.05M0.95%––
Tuttle Tactical Management4,462$1.05M0.42%––
Shulman DeMeo Asset Management LLC4,467$1.05M0.29%––
WestHill Financial Advisors, Inc.4,477$1.06M0.38%––
Arcus Capital Partners, LLC4,487$1.06M0.08%––
McAdam, LLC4,492$1.06M0.15%––
Pettinga Financial Advisors, LLC4,498$1.06M0.31%––
Sun Life Financial INC4,515$1.06M0.09%––
Green Square Capital Advisors LLC4,538$1.07M0.35%––
Consolidated Planning Corp4,542$1.07M0.68%––
OneAscent Financial Services LLC4,544$1.07M1.05%––
CCG Wealth Management, LLC4,549$1.07M1.06%––
Crumly & Associates Inc.4,568$1.08M0.63%––
Karani Asset Management LLC4,575$1.08M0.64%––
Grace Capital4,580$1.08M0.69%––
Barber Financial Group, Inc.4,586$1.08M0.16%––
Pacific Edge Advisors, LLC4,583$1.08M0.52%––
Howard Capital Management Inc.4,137$1.08M0.19%––
CKW Financial Group4,595$1.08M0.19%––
Smith & Howard Wealth Management, LLC4,598$1.08M0.54%––
Carlton Hofferkamp & Jenks Wealth Management, LLC4,173$1.09M0.49%––
Mainstay Capital Management LLC4,647$1.10M0.34%––
Wellspring Financial Advisors, LLC6,953$1.10M0.53%––
Monumental Financial Group Inc.4,666$1.10M1.05%––
USAdvisors Wealth Management, LLC4,675$1.10M0.54%––
Trustees of Columbia University in the City of New York4,678$1.10M1.34%––
Tillar-Wenstrup Advisors, LLC4,678$1.10M0.54%––
Brown University4,678$1.10M0.76%––
Brouwer & Janachowski, LLC4,715$1.11M0.20%––
Ironsides Asset Advisors, LLC4,717$1.11M0.35%––
Aufman Associates Inc4,719$1.11M0.93%––
Karn, Couzens & Associates, Inc.4,724$1.11M1.00%––
Larson Financial Group LLC4,729$1.11M0.33%––
Bridgefront Capital, LLC4,732$1.12M0.35%––
LFA - Lugano Financial Advisors SA4,741$1.12M0.78%––
Financial & Tax Architects, LLC4,748$1.12M0.63%––
GeoWealth Management, LLC4,762$1.12M0.17%––
Axiom Financial Strategies, LLC4,754$1.12M0.55%––
Pensionmark Financial Group, LLC4,617$1.12M0.27%––
Johnson Bixby & Associates, LLC4,769$1.12M0.36%––
Range Financial Group LLC4,770$1.13M1.02%––
Reston Wealth Management LLC4,781$1.13M0.59%––
Valtinson Bruner Financial Planning LLC4,347$1.13M0.66%––
CSat Investment Advisory, L.P.4,807$1.13M0.95%––
Caption Management, LLC4,810$1.13M0.15%––
Activest Wealth Management4,816$1.14M0.93%––
Western Financial Corporation4,828$1.14M0.70%––
Blackcrane Capital, LLC4,826$1.14M1.84%––
Kathmere Capital Management, LLC4,834$1.14M0.23%––
Wiley Bros.-Aintree Capital, LLC4,850$1.14M0.83%––
Foundry Partners, LLC4,868$1.15M0.04%––
Retirement Planning Group4,875$1.15M0.16%––
Lighthouse Financial Advisors, Inc.4,888$1.15M0.35%––
Compass Ion Advisors, LLC4,896$1.15M0.47%––