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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: 4,554 institutionsQ1 2022: 4,550 institutionsQ2 2022: 4,516 institutionsQ3 2022: 4,509 institutionsQ4 2022: 4,680 institutionsQ1 2023: 4,718 institutionsQ2 2023: 4,816 institutionsQ3 2023: 4,862 institutionsQ4 2023: 5,217 institutionsQ1 2024: 5,241 institutionsQ2 2024: 5,270 institutionsQ3 2024: 5,302 institutionsQ4 2024: 5,877 institutionsQ1 2025: 5,777 institutionsQ2 2025: 5,829 institutionsQ3 2025: 5,866 institutionsQ4 2025: 6,330 institutionsQ1 2026: 6,238 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 20266,238$1.99T
Q4 20256,330$2.66T
Q3 20255,866$2.76T
Q2 20255,829$2.67T
Q1 20255,777$2.01T
Q4 20245,877$2.26T
Q3 20245,302$2.27T
Q2 20245,270$2.37T
Q1 20245,241$2.23T
Q4 20235,217$1.99T
Q3 20234,862$1.66T
Q2 20234,816$1.79T
Q1 20234,718$1.52T
Q4 20224,680$1.27T
Q3 20224,509$1.23T
Q2 20224,516$1.34T
Q1 20224,550$1.61T
Q4 20214,554$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
L & S Advisors Inc66,061$15.6M1.77%––
NEXT Financial Group, Inc66,026$15.6M1.38%––
Spearhead Capital Advisors, LLC65,940$15.5M2.30%––
Lowell Blake & Associates Inc.65,872$15.5M7.94%––
Cubic Asset Management, LLC65,842$15.5M4.10%––
City Holding Co65,510$15.4M2.94%––
JGP Wealth Management, LLC65,487$15.4M3.46%––
Pineno Levin & Ford Asset Management, Inc.65,077$15.3M5.21%––
R.m.sincerbeaux Capital Management LLC65,050$15.3M10.46%––
Seeyond65,037$15.3M1.54%––
Bizma Investimentos Ltda65,000$15.3M8.43%––
Arden Trust Co64,841$15.3M2.57%––
Baker Tilly Wealth Management, LLC64,840$15.3M3.13%––
Johnson Financial Group, Inc.64,774$15.3M1.03%––
Empirical Finance, LLC68,507$15.2M2.68%––
Alexandria Capital, LLC64,624$15.2M1.54%––
Dash Acquisitions Inc.64,578$15.2M10.00%––
Headinvest, LLC64,531$15.2M3.10%––
American National Bank64,516$15.2M3.59%––
Schwerin Boyle Capital Management Inc64,395$15.2M1.35%––
Eudaimonia Partners, LLC64,377$15.2M3.15%––
Sand Hill Global Advisors, LLC64,305$15.2M0.99%––
Laurel Wealth Advisors LLC64,135$15.1M3.67%––
Transform Wealth, LLC64,093$15.1M3.03%––
CMH Wealth Management LLC64,075$15.1M5.69%––
Marietta Investment Partners LLC64,036$15.1M3.73%––
Pavion Blue Capital, LLC64,035$15.1M9.94%––
Rice Partnership, LLC63,937$15.1M5.35%––
Amussen Hunsaker Associates LLC63,925$15.1M4.85%––
Sturgeon Ventures LLP63,913$15.1M8.71%––
YorkBridge Wealth Partners, LLC63,757$15.0M4.45%––
Boothbay Fund Management, LLC63,736$15.0M0.80%––
Global Retirement Partners, LLC63,545$15.0M1.75%––
Soundmark Wealth Management, LLC63,295$14.9M8.18%––
River Wealth Advisors LLC63,256$14.9M2.80%––
Parker Investment Management, LLC63,180$14.9M2.80%––
Allred Capital Management, LLC63,154$14.9M6.74%––
Foster Dykema Cabot & Co Inc62,874$14.8M2.00%––
Transcend Wealth Collective, LLC62,847$14.8M1.78%––
RKL Wealth Management LLC62,805$14.8M1.98%––
Kovack Advisors, Inc.62,686$14.8M1.92%––
Farmers & Merchants Trust Co of Long Beach62,599$14.8M4.96%––
Morse Asset Management, Inc62,188$14.7M3.76%––
New England Asset Management Inc62,121$14.6M0.29%––
Benedict Financial Advisors Inc61,808$14.6M4.21%––
Landsberg, Bennett, & Dubbaneh LLC60,059$14.6M2.09%––
Woodmont Investment Counsel LLC61,452$14.5M2.47%––
Hendley & Co Inc61,297$14.5M5.03%––
Crossvault Capital Management LLC61,198$14.4M5.14%––
Union Heritage Capital, LLC61,120$14.4M7.17%––
TruWealth Advisors, LLC61,089$14.4M1.96%––
Trust Asset Management LLC60,981$14.4M1.91%––
Punch & Associates Investment Management, Inc.60,957$14.4M0.86%––
Berkshire Bank60,935$14.4M3.61%––
Essex Financial Services, Inc.60,738$14.3M2.57%––
American National Registered Investment Advisor, Inc.60,561$14.3M5.52%––
Duncker Streett & Co Inc60,554$14.3M2.72%––
Arcadia Investment Management Corp60,546$14.3M2.86%––
Venturi Wealth Management, LLC60,463$14.3M1.36%––
McDonald Partners LLC60,426$14.2M3.66%––
Monarch Capital Management Inc60,283$14.2M4.21%––
Nixon Peabody Trust Co60,190$14.2M5.75%––
Centre Asset Management, LLC60,166$14.2M6.53%––
Zuckerman Investment Group, LLC60,140$14.2M2.33%––
Balasa Dinverno & Foltz LLC60,123$14.2M1.14%––
Winfield Associates, Inc.60,117$14.2M5.80%––
Diligent Investors, LLC60,027$14.2M5.16%––
Cincinnati Specialty Underwriters Insurance CO60,000$14.1M6.12%––
Independent Investors Inc59,871$14.1M3.74%––
Plimoth Trust Co LLC59,785$14.1M4.16%––
Cardinal Capital Management59,707$14.1M3.10%––
Rench Wealth Management, Inc.59,664$14.1M7.32%––
Valley National Advisers Inc59,523$14.0M2.74%––
Altavista Wealth Management, Inc.59,243$14.0M3.41%––
Bremer Bank National Association59,056$13.9M3.18%––
SevenBridge Financial Group, LLC58,960$13.9M5.06%––
Hoertkorn Richard Charles58,929$13.9M6.86%––
HAP Trading, LLC58,874$13.9M1.59%––
Lee Capital Holdings LLC58,814$13.9M6.34%––
Middleton & Co Inc58,797$13.9M1.56%––
McCollum Christoferson Group LLC58,723$13.8M3.52%––
Kdi Capital Partners LLC58,602$13.8M5.37%––
Beach Investment Counsel Inc58,300$13.7M1.22%––
Prime Capital Investment Advisors, LLC68,257$13.7M0.99%––
Sound View Wealth Advisors Group, LLC58,205$13.7M3.20%––
Baker Ellis Asset Management LLC58,145$13.7M2.96%––
Moloney Securities Asset Management, LLC58,108$13.7M2.70%––
Comerica Securities,inc.58,071$13.7M1.04%––
Hotaling Investment Management, LLC58,058$13.7M6.15%––
Holderness Investments Co58,002$13.7M4.91%––
Community Financial Services Group, LLC57,980$13.7M4.05%––
Allied Investment Advisors, LLC57,832$13.6M5.84%––
Regent Investment Management LLC57,692$13.6M3.42%––
Asset Planning Services Inc57,482$13.6M8.19%––
BFSG, LLC57,455$13.5M2.20%––
Boston Research & Management Inc57,377$13.5M4.35%––
TrinityPoint Wealth, LLC57,369$13.5M3.15%––
Thoroughbred Financial Services, LLC57,315$13.5M3.76%––
Osher Van de Voorde Investment Management57,057$13.5M3.44%––
Arjuna Capital57,018$13.4M6.61%––