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; 6,248 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: 6,248 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 20266,248$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
AllSquare Wealth Management LLC6,164$1.45M0.90%––
GenTrust, LLC6,204$1.46M0.14%––
Cohen & Steers, Inc.6,208$1.46M0.00%––
MinichMacGregor Wealth Management, LLC6,225$1.47M0.55%––
RHS Financial, LLC6,228$1.47M1.22%––
Manchester Financial Inc6,234$1.47M0.68%––
Arlington Financial Advisors, LLC6,247$1.47M0.60%––
New World Advisors LLC6,253$1.47M0.81%––
PSI Advisors, LLC6,268$1.48M0.87%––
Parkside Advisors LLC6,271$1.48M0.51%––
Versor Investments LP6,267$1.48M0.09%––
Rocky Mountain Advisers, LLC6,274$1.48M2.10%––
Profit Investment Management, LLC6,278$1.48M0.84%––
WFA of San Diego, LLC6,286$1.48M1.23%––
Hardy Reed LLC6,306$1.49M0.29%––
FOCUS Wealth Advisors, LLC6,158$1.49M1.10%––
US Financial Advisors, LLC6,334$1.49M0.41%––
Red Cedar Capital, LLC6,333$1.49M1.00%––
Ironwood Investment Management LLC6,336$1.49M0.79%––
Driehaus Capital Management LLC6,342$1.50M0.02%––
Pin Oak Investment Advisors Inc6,345$1.50M1.27%––
Capital Directions Investment Advisors, LLC6,344$1.50M0.49%––
Koss-Olinger Consulting, LLC6,370$1.50M0.26%––
Newman & Schimel, LLC6,379$1.50M1.01%––
Mascoma Wealth Management LLC6,390$1.51M0.65%––
Sound Income Strategies, LLC6,404$1.51M0.26%––
D. Scott Neal, Inc.6,407$1.51M0.68%––
Reitz Capital Advisors LLC6,411$1.51M1.12%––
Elmwood Wealth Management, Inc.6,411$1.51M0.92%––
First Citizens Financial Corp6,428$1.52M1.24%––
Midwest Wealth Management Inc.6,445$1.52M1.23%––
Cedar Wealth Management, LLC6,458$1.52M0.76%––
TAP Consulting, LLC6,466$1.52M0.47%––
Ade, LLC6,497$1.53M1.52%––
Southland Equity Partners LLC6,524$1.54M0.87%––
V2 Financial group LLC6,525$1.54M1.39%––
Roble, Belko & Company, Inc6,529$1.54M0.37%––
Hummer Financial Advisory Services Inc6,530$1.54M1.50%––
Birchcreek Wealth Management, LLC6,532$1.54M1.63%––
Texas Capital Bancshares Inc6,537$1.54M1.24%––
Stelac Advisory Services LLC6,535$1.54M0.57%––
Gill Capital Partners, LLC6,542$1.54M0.79%––
Navalign, LLC6,541$1.54M0.68%––
Dean Investment Associates, LLC6,552$1.54M0.29%––
Traphagen Investment Advisors LLC6,570$1.55M0.29%––
KFA Private Wealth Group, LLC6,588$1.55M0.91%––
Engrave Wealth Partners LLC6,598$1.56M0.63%––
Mosaic Advisors LLC6,599$1.56M1.32%––
Clarity Wealth Advisors, LLC6,619$1.56M0.89%––
Kowal Investment Group, LLC6,621$1.56M0.63%––
Bickling Financial Services, Inc.6,627$1.56M0.79%––
Agur Provident & Training Funds Management Ltd136,200$1.57M10.28%––
JJJ Advisors Inc.6,670$1.57M0.63%––
Integer Wealth Advisors Group LLC6,149$1.57M0.86%––
Opal Wealth Advisors, LLC6,678$1.57M1.71%––
Asset Management Group, Inc.6,690$1.58M0.34%––
Nicholas Investment Partners, LP6,702$1.58M0.11%––
Rock Point Advisors, LLC6,731$1.59M0.49%––
Alken Asset Management Ltd.6,750$1.59M8.97%––
Latitude Advisors, LLC6,753$1.59M1.30%––
Round Table Services, LLC6,755$1.59M0.39%––
Clearwater Capital Advisors, LLC6,787$1.60M0.20%––
Wolff Financial Management LLC6,803$1.60M0.74%––
Fernwood Investment Management, LLC6,811$1.61M0.59%––
Walled Lake Planning & Wealth Management, LLC6,812$1.61M1.11%––
Firestone Capital Management6,884$1.62M0.58%––
Bridgeworth, LLC6,894$1.63M0.51%––
Paragon Advisors, LLC6,891$1.63M0.89%––
Satovsky Asset Management LLC6,919$1.63M1.44%––
TD Capital Management LLC6,925$1.63M0.22%––
Camelot Portfolios, LLC6,932$1.63M0.68%––
Eldridge Investment Advisors, Inc.6,932$1.63M0.63%––
Shepherd Kaplan Krochuk, LLC6,946$1.64M0.64%––
Callan Capital, LLC6,949$1.64M0.30%––
Glovista Investments LLC6,950$1.64M0.50%––
High Falls Advisors, Inc6,950$1.64M0.47%––
Vivid Financial Management, Inc.6,959$1.64M0.75%––
Sunburst Financial Group, LLC6,973$1.64M1.15%––
Vanderbilt University6,990$1.65M0.40%––
Jeereddi Investments, LP7,000$1.65M1.21%––
Aldebaran Financial Inc.7,015$1.65M1.56%––
Outlook Wealth Advisors, LLC7,025$1.66M0.58%––
Salvus Wealth Management, LLC6,542$1.66M1.55%––
MBA Advisors LLC7,041$1.66M1.38%––
TimesSquare Capital Management, LLC7,050$1.66M0.01%––
Cabot Wealth Management Inc7,118$1.68M0.24%––
KB Financial Partners, LLC7,120$1.68M0.71%––
Creative Financial Designs Inc7,130$1.68M0.33%––
Mizuho Securities Co. Ltd.7,138$1.68M0.35%––
Montis Financial, LLC6,968$1.69M1.57%––
Garrett Investment Advisors LLC7,168$1.69M0.61%––
Retirement Income Solutions, Inc7,174$1.69M0.58%––
Diversified, LLC7,172$1.69M1.30%––
Financial Advisory Group7,176$1.69M0.43%––
F3Logic, LLC7,150$1.70M0.24%––
Magnolia Capital Management Ltd7,200$1.70M1.68%––
Cortland Associates Inc7,213$1.70M0.19%––
ERTS Wealth Advisors, LLC7,215$1.70M0.50%––
N.E.W. Advisory Services LLC7,026$1.70M0.32%––
Maven Securities LTD13,303$1.71M0.16%––