Microsoft Corp

MSFT

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0000789019

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $1.26T

Institutions holding MSFT and their total value by quarter
Quarter	Holders	Value
Q2 2026	6,248	$2.05T
Q1 2026	6,238	$1.99T
Q4 2025	6,330	$2.66T
Q3 2025	5,866	$2.76T
Q2 2025	5,829	$2.67T
Q1 2025	5,777	$2.01T
Q4 2024	5,877	$2.26T
Q3 2024	5,302	$2.27T
Q2 2024	5,270	$2.37T
Q1 2024	5,241	$2.23T
Q4 2023	5,217	$1.99T
Q3 2023	4,862	$1.66T
Q2 2023	4,816	$1.79T
Q1 2023	4,718	$1.52T
Q4 2022	4,680	$1.27T
Q3 2022	4,509	$1.23T
Q2 2022	4,516	$1.34T
Q1 2022	4,550	$1.61T
Q4 2021	4,554	$1.77T
Q3 2021	4,035	$1.49T
Q2 2021	3,989	$1.43T
Q1 2021	4,005	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Wall Street Access Asset Management, LLC	56,945	$13.4M	8.62%	–	–
Barings LLC	56,809	$13.4M	0.33%	–	–
Azzad Asset Management Inc	56,783	$13.4M	2.22%	–	–
Alley Co LLC	56,722	$13.4M	2.64%	–	–
Perennial Advisors, LLC	56,698	$13.4M	4.21%	–	–
Boyar Asset Management Inc.	56,398	$13.3M	8.99%	–	–
Apollon Wealth Management, LLC	56,343	$13.3M	2.57%	–	–
Duff & Phelps Investment Management Co	56,205	$13.3M	0.18%	–	–
Mark Sheptoff Financial Planning, LLC	56,149	$13.2M	7.60%	–	–
Old Second National Bank of Aurora	56,112	$13.2M	3.69%	–	–
Northstar Asset Management Inc	56,105	$13.2M	4.17%	–	–
Wills Financial Group, Inc.	56,008	$13.2M	6.41%	–	–
Strategy Asset Managers LLC	55,991	$13.2M	3.03%	–	–
JCIC Asset Management Inc.	55,930	$13.2M	4.64%	–	–
Soditic Asset Management LLP	55,790	$13.2M	6.77%	–	–
BKD Wealth Advisors, LLC	55,734	$13.1M	0.65%	–	–
Old Point Trust & Financial Services N A	55,647	$13.1M	6.09%	–	–
Sheaff Brock Investment Advisors, LLC	55,616	$13.1M	1.40%	–	–
Muhlenkamp & Co Inc	44,701	$13.1M	4.85%	–	–
Sigma Investment Counselors Inc	55,543	$13.1M	1.06%	–	–
Sumitomo Mitsui Financial Group, Inc.	55,630	$13.1M	0.31%	–	–
Unio Capital LLC	55,460	$13.1M	6.19%	–	–
Roberts Glore & Co Inc	55,402	$13.1M	4.09%	–	–
NBW Capital LLC	55,382	$13.1M	3.60%	–	–
RPG Investment Advisory, LLC	55,363	$13.1M	2.34%	–	–
First Interstate Bank	55,277	$13.0M	1.55%	–	–
Capital Investment Counsel, Inc	55,279	$13.0M	3.48%	–	–
Nachman Norwood & Parrott, Inc	55,133	$13.0M	1.43%	–	–
Symphony Financial, Ltd. Co.	49,148	$13.0M	3.45%	–	–
RBF Capital, LLC	55,000	$13.0M	0.81%	–	–
Andra AP-fonden	55,000	$13.0M	0.29%	–	–
Point72 Hong Kong Ltd	54,999	$13.0M	1.04%	–	–
Andesa Financial Management Inc.	54,972	$13.0M	4.22%	–	–
Hedeker Wealth, LLC	54,951	$13.0M	4.55%	–	–
Pensionfund Sabic	54,890	$12.9M	2.99%	–	–
Wealthcare Advisory Partners LLC	54,764	$12.9M	0.94%	–	–
First National Bank & Trust Co of Newtown	54,759	$12.9M	2.81%	–	–
Optiver Holding B.V.	54,682	$12.9M	1.51%	–	–
Hartford Financial Management Inc.	54,718	$12.9M	3.20%	–	–
Beck Bode, LLC	54,639	$12.9M	3.96%	–	–
swisspartners Ltd.	54,458	$12.9M	10.44%	–	–
Institute for Wealth Management, LLC.	54,439	$12.8M	2.46%	–	–
Kore Private Wealth LLC	54,417	$12.8M	1.73%	–	–
Canvas Wealth Advisors, LLC	50,115	$12.8M	7.48%	–	–
Northwest Bancshares, Inc.	54,394	$12.8M	3.03%	–	–
Benin Management CORP	54,384	$12.8M	4.55%	–	–
Somerset Trust Co	54,383	$12.8M	5.52%	–	–
R.H. Dinel Investment Counsel, Inc.	54,350	$12.8M	9.79%	–	–
Parkwood LLC	54,325	$12.8M	2.26%	–	–
Alpha Family Trust	54,196	$12.8M	5.92%	–	–
Scott & Selber, Inc.	54,169	$12.8M	5.22%	–	–
Acorn Financial Advisory Services Inc	53,847	$12.8M	4.66%	–	–
Ameritas Investment Company, LLC	54,079	$12.8M	1.10%	–	–
West Coast Financial LLC	53,963	$12.7M	2.21%	–	–
Cypress Asset Management Inc	53,955	$12.7M	3.52%	–	–
Lincoln Capital Corp	53,864	$12.7M	7.92%	–	–
Money Concepts Capital Corp	53,847	$12.7M	1.02%	–	–
Tarsadia Capital, LLC	53,783	$12.7M	4.76%	–	–
Western Wealth Management, LLC	53,620	$12.6M	1.70%	–	–
Brookstone Capital Management	53,603	$12.6M	0.48%	–	–
Condor Capital Management	53,484	$12.6M	1.50%	–	–
Stokes Family Office, LLC	53,378	$12.6M	1.96%	–	–
Mattern Wealth Management LLC	53,395	$12.6M	4.44%	–	–
TRUE Private Wealth Advisors	53,375	$12.6M	2.03%	–	–
Aaron Wealth Advisors	53,285	$12.6M	4.61%	–	–
Symmetry Investments LP	53,100	$12.5M	4.05%	–	–
NTV Asset Management LLC	53,073	$12.5M	2.32%	–	–
Wells Trecaso Financial Group, LLC	53,071	$12.5M	6.60%	–	–
Bulltick Wealth Management, LLC	52,984	$12.5M	3.54%	–	–
Triasima Portfolio Management inc.	52,931	$12.5M	0.63%	–	–
David J Yvars Group	52,954	$12.5M	7.95%	–	–
Proequities, Inc.	52,886	$12.5M	0.88%	–	–
Baker Chad R	52,625	$12.4M	2.97%	–	–
Lake Street Advisors Group, LLC	52,548	$12.4M	1.01%	–	–
Cohen Lawrence B	52,457	$12.4M	6.70%	–	–
Capital City Trust Co	52,180	$12.3M	3.91%	–	–
Executive Wealth Management, LLC	52,070	$12.3M	1.44%	–	–
Fundamentun, LLC	52,064	$12.3M	3.88%	–	–
Alps Advisors Inc	52,023	$12.3M	0.12%	–	–
Security National Bank	52,021	$12.3M	3.61%	–	–
Bourgeon Capital Management LLC	52,013	$12.3M	2.72%	–	–
Harber Asset Management LLC	52,007	$12.3M	3.51%	–	–
Cadence Bank NA	51,988	$12.3M	3.86%	–	–
Insight Wealth Strategies, LLC	51,988	$12.3M	1.64%	–	–
Walter & Keenan Financial Consulting Co	51,947	$12.2M	4.34%	–	–
Stockman Wealth Management, Inc.	51,882	$12.2M	3.41%	–	–
Rikoon Group, LLC	51,825	$12.2M	3.25%	–	–
Wisconsin Capital Management LLC	51,757	$12.2M	5.04%	–	–
Quadrant Capital Group LLC	51,690	$12.2M	1.98%	–	–
F&V Capital Management, LLC	51,649	$12.2M	4.55%	–	–
Segment Wealth Management, LLC	51,626	$12.2M	1.62%	–	–
AMS Capital Ltda	51,585	$12.2M	2.08%	–	–
Annex Advisory Services, LLC	51,565	$12.2M	1.17%	–	–
Meridian Wealth Advisors, LLC	51,558	$12.2M	4.04%	–	–
Flagship Harbor Advisors, LLC	51,515	$12.1M	1.38%	–	–
Tamar Securities, LLC	51,516	$12.1M	4.70%	–	–
Koshinski Asset Management, Inc.	51,510	$12.1M	1.29%	–	–
Harbor Island Capital LLC	51,482	$12.1M	6.30%	–	–
GPS Wealth Strategies Group, LLC	51,363	$12.1M	3.57%	–	–
Farmers National Bank	51,315	$12.1M	4.60%	–	–