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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; 6,248 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
Twin Lakes Capital Management, LLC7,258$1.71M1.05%––
Charter Oak Capital Management, LLC7,291$1.72M0.24%––
NinePointTwo Capital7,314$1.72M0.65%––
Truehand, Inc7,327$1.73M1.06%––
Westhampton Capital, LLC7,342$1.73M1.20%––
D'Orazio & Associates, Inc.7,368$1.74M0.49%––
Firethorn Wealth Partners, LLC7,373$1.74M1.62%––
Relative Value Partners Group, LLC7,379$1.74M0.15%––
Rosenberg Matthew Hamilton7,417$1.75M1.00%––
Campion Asset Management LLC7,420$1.75M1.32%––
Detalus Advisors, LLC7,421$1.75M1.03%––
Vanguard Capital Wealth Advisors7,006$1.75M1.49%––
Landmark Financial Advisors, LLC7,429$1.75M0.94%––
Genesee Capital Advisors, LLC7,434$1.75M1.04%––
Human Investing LLC7,459$1.76M0.45%––
CMC Financial Group7,467$1.76M1.06%––
Source Financial Advisors LLC7,485$1.76M0.47%––
Atwood & Palmer Inc7,500$1.77M0.17%––
Courage Capital Management LLC7,500$1.77M1.29%––
Aristides Capital LLC7,502$1.77M1.68%––
Knightsbridge Asset Management, LLC7,538$1.78M0.75%––
KLCM Advisors, Inc.7,549$1.78M0.40%––
Conway Capital Management, Inc.7,585$1.79M1.34%––
Dimension Capital Management LLC7,588$1.79M0.42%––
Legacy Wealth Planning, LLC7,598$1.79M2.28%––
Oder Investment Management, LLC7,595$1.79M2.45%––
Summit Wealth & Retirement Planning, Inc.7,618$1.80M0.67%––
Accretive Wealth Partners, LLC7,622$1.80M1.62%––
Emerald Advisors, LLC7,650$1.80M0.65%––
Jordan Park Group LLC7,695$1.81M0.12%––
Crew Capital Management, Ltd.7,735$1.82M1.82%––
Fort, L.P.7,757$1.83M0.51%––
Groesbeck Investment Management Corp7,793$1.84M2.65%––
O'Brien Greene & Co. Inc7,795$1.84M0.73%––
WSFS Capital Management, LLC7,806$1.84M0.90%––
Aft, Forsyth & Sober, LLC7,850$1.85M0.76%––
Allen Capital Group, LLC7,857$1.85M0.42%––
StrategIQ Financial Group, LLC7,853$1.85M0.39%––
Stewart Asset Management, LLC7,874$1.86M1.19%––
Pathway Financial Advisors LLC7,543$1.86M0.73%––
PBMares Wealth Management LLC7,901$1.86M1.52%––
Goodwin Daniel L7,927$1.87M0.97%––
Baldrige Asset Management LLC7,943$1.87M1.02%––
WealthBridge Investment Counsel Inc.7,950$1.87M0.92%––
Peterson Wealth Management7,970$1.88M1.60%––
Washburn Capital Management, Inc.7,976$1.88M1.28%––
Vantage Financial Partners Ltd., Inc.7,980$1.88M1.06%––
Corundum Group, Inc.8,001$1.89M1.47%––
Adams Chetwood Wealth Management LLC8,027$1.89M1.44%––
Purus Wealth Management, LLC8,030$1.89M1.59%––
First National Bank Sioux Falls8,037$1.90M3.36%––
Cooper/Haims Advisors, LLC8,038$1.90M1.34%––
Lumature Wealth Partners, LLC8,059$1.90M1.00%––
SFE Investment Counsel8,063$1.90M0.55%––
Stillwater Investment Management, LLC8,069$1.90M0.55%––
B&D White Capital Company, LLC8,233$1.91M1.02%––
Empowered Funds, LLC8,616$1.92M0.37%––
Foresight Wealth Management, LLC8,125$1.92M0.95%––
CMG Global Holdings, LLC8,137$1.92M1.66%––
Legg Mason Asset Management (Japan) Co., Ltd.8,152$1.92M2.09%––
Cutter & CO Brokerage, Inc.8,162$1.92M0.47%––
White Square Capital LLP8,210$1.94M13.15%––
Blueprint Investment Partners LLC8,251$1.95M1.51%––
MPS Loria Financial Planners, LLC8,260$1.95M0.91%––
First Dallas Securities Inc.8,271$1.95M1.66%––
Gilman Hill Asset Management, LLC8,289$1.95M0.54%––
Cloverfields Capital Group, LP8,295$1.96M0.63%––
Dymon Asia Capital (Singapore) Pte. Ltd.8,300$1.96M1.67%––
Paces Ferry Wealth Advisors, LLC8,306$1.96M1.70%––
Oxinas Partners Wealth Management LLC8,321$1.96M1.25%––
Lipe & Dalton8,328$1.96M1.09%––
Lavaca Capital LLC8,340$1.97M1.13%––
Prostatis Group LLC8,390$1.98M1.55%––
Affinity Capital Advisors, LLC8,441$1.99M0.73%––
PAX Financial Group, LLC8,485$2.00M0.56%––
Summit Financial Strategies, Inc.8,497$2.00M0.72%––
Round Hill Asset Management8,494$2.00M1.06%––
Tealwood Asset Management Inc8,516$2.01M0.80%––
Premier Asset Management LLC8,518$2.01M0.36%––
High Note Wealth, LLC8,518$2.01M0.78%––
Marshall Financial Group LLC8,523$2.01M1.20%––
Rede Wealth, LLC8,524$2.01M1.22%––
Solstein Capital, LLC8,536$2.01M2.74%––
Sharkey, Howes & Javer8,542$2.01M0.63%––
Kelly Lawrence W & Associates Inc8,553$2.02M0.48%––
Northstar Group, Inc.8,563$2.02M0.57%––
Virtu Financial LLC8,581$2.02M0.14%––
Campbell Wealth Management8,579$2.02M0.28%––
Tortoise Investment Management, LLC8,589$2.02M0.44%––
Strategic Wealth Management Group, LLC8,633$2.04M0.78%––
Exchange Traded Concepts, LLC8,637$2.04M0.08%––
Edmonds Duncan Registered Investment Advisors, LLC8,666$2.04M0.68%––
Towercrest Capital Management8,670$2.04M0.44%––
WealthBridge Capital Management, LLC8,677$2.05M0.83%––
Traverso Chambers Private Wealth Management, LLC8,676$2.05M0.69%––
AlphaStar Capital Management, LLC8,687$2.05M0.32%––
Grant/GrossMendelsohn, LLC8,125$2.05M1.63%––
Interchange Capital Partners, LLC7,897$2.05M1.11%––
Ellenbecker Investment Group8,697$2.05M0.72%––
Focused Wealth Management, Inc8,708$2.05M0.37%––