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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
NVWM, LLC44,908$10.6M4.21%––
Valicenti Advisory Services Inc44,890$10.6M3.14%––
Budros, Ruhlin & Roe, Inc.44,813$10.6M1.27%––
Pegasus Partners Ltd.44,778$10.6M2.31%––
Birinyi Associates Inc44,764$10.6M4.02%––
Keebeck Wealth Management, LLC44,723$10.5M1.64%––
J.P. Marvel Investment Advisors, LLC44,689$10.5M2.49%––
F/M Investments LLC44,689$10.5M8.32%––
Ninety One SA (PTY) Ltd44,720$10.5M4.00%––
First Washington CORP44,672$10.5M4.16%––
Weiss Asset Management LP44,655$10.5M0.31%––
Texas Yale Capital Corp.44,645$10.5M0.66%––
Puzo Michael J44,573$10.5M3.35%––
Community Bank & Trust, Waco, Texas44,569$10.5M3.56%––
AMJ Financial Wealth Management44,562$10.5M5.08%––
Johanson Financial Advisors, Inc.41,064$10.5M3.83%––
9258 Wealth Management, LLC44,488$10.5M3.15%––
McGinn Investment Management, Inc.44,467$10.5M7.75%––
Town & Country Bank & Trust CO dba First Bankers Trust CO44,438$10.5M4.38%––
Benson Investment Management Company, Inc.44,393$10.5M6.11%––
Waycross Partners, LLC44,356$10.5M5.83%––
Ashton Thomas Private Wealth, LLC44,285$10.4M1.77%––
Rehmann Capital Advisory Group44,330$10.4M1.07%––
Tiedemann Advisors, LLC44,125$10.4M0.46%––
AlphaCrest Capital Management LLC44,093$10.4M0.58%––
WealthPLAN Partners, LLC41,901$10.4M0.81%––
West Branch Capital LLC43,932$10.4M6.06%––
Hennion & Walsh Asset Management, Inc.43,899$10.3M0.62%––
Academy Capital Management Inc43,882$10.3M1.99%––
Keystone Financial Group43,871$10.3M2.01%––
Employers Holdings, Inc.43,865$10.3M6.09%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC43,849$10.3M1.11%––
Armor Advisors, L.L.C.43,772$10.3M5.08%––
McKinley Carter Wealth Services, Inc.43,766$10.3M0.88%––
Archford Capital Strategies, LLC39,654$10.3M2.73%––
Cumberland Advisors Inc43,640$10.3M2.55%––
Stonnington Group, LLC42,810$10.2M2.48%––
Windsor Creek Advisors, LLC43,201$10.2M3.94%––
Aspiriant, LLC43,197$10.2M0.65%––
Edgestream Partners, L.P.43,049$10.2M0.57%––
Physicians Financial Services, Inc.42,996$10.1M4.34%––
Marietta Wealth Management, LLC42,964$10.1M2.52%––
Baldwin Investment Management, LLC42,947$10.1M1.85%––
Trust Co of Oklahoma42,872$10.1M3.63%––
Bellecapital International Ltd.42,868$10.1M3.16%––
Rodgers Brothers Inc.42,780$10.1M2.09%––
Lawson Kroeker Investment Management Inc42,692$10.1M3.44%––
Graticule Asia Macro Advisors LLC42,675$10.1M1.69%––
Compton Capital Management Inc42,525$10.0M3.14%––
Penbrook Management LLC42,526$10.0M7.22%––
Avantax Planning Partners, Inc.42,491$10.0M0.52%––
Jump Financial, LLC42,394$9.99M0.93%––
Codex Capital, L.L.C.42,250$9.97M6.22%––
Portland Global Advisors LLC42,264$9.96M2.12%––
Tiemann Investment Advisors, LLC42,183$9.95M4.96%––
New England Investment & Retirement Group, Inc.42,012$9.90M2.39%––
Trustmark National Bank Trust Department42,002$9.90M0.82%––
Grandview Asset Management LLC41,965$9.89M5.27%––
Zevin Asset Management LLC41,911$9.88M2.18%––
Investment Management of Virginia LLC41,875$9.87M1.99%––
Clear Harbor Asset Management, LLC41,864$9.87M1.29%––
Modera Wealth Management, LLC41,802$9.86M0.64%––
Fuller & Thaler Asset Management, Inc.41,690$9.83M0.07%––
Carderock Capital Management Inc41,656$9.82M2.93%––
Castle Hook Partners LP41,619$9.81M0.92%––
Sawtooth Solutions, LLC41,318$9.74M2.14%––
Zions Bancorporation, N.A.41,267$9.73M1.10%––
Torray LLC41,246$9.72M1.52%––
DT Investment Partners, LLC41,226$9.72M1.40%––
Legacy Wealth Management, LLC41,213$9.72M5.89%––
Bar Harbor Trust Services41,177$9.71M3.56%––
Nkcfo LLC41,175$9.71M3.67%––
Steamboat Capital Partners, LLC41,138$9.70M2.86%––
Strategic Blueprint, LLC41,136$9.70M2.07%––
Chapman Investment Management, LLC41,130$9.70M6.11%––
Timber Creek Capital Management LLC40,995$9.66M3.72%––
Vident Investment Advisory, LLC40,955$9.65M0.32%––
Capula Management Ltd40,934$9.65M2.01%––
Lake Street Financial LLC40,867$9.63M2.66%––
Old Port Advisors40,793$9.62M3.77%––
Great Diamond Partners, LLC40,633$9.58M2.95%––
Jaffetilchin Investment Partners, LLC40,524$9.55M1.13%––
Intact Investment Management Inc.40,350$9.51M0.29%––
Atlantic Trust, LLC40,294$9.50M7.03%––
Mattern Capital Management, LLC40,271$9.49M2.05%––
Coastal Investment Advisors, Inc.40,223$9.48M2.49%––
Smithbridge Asset Management Inc40,171$9.47M4.05%––
Carolinas Wealth Consulting LLC40,132$9.46M2.30%––
WealthStone, Inc.40,132$9.46M3.30%––
Virtue Capital Management, LLC40,105$9.46M2.23%––
Bedell Frazier Investment Counseling, LLC40,068$9.45M2.67%––
Pennant Investors, LP40,000$9.43M2.93%––
Corsair Capital Management, L.P.39,983$9.43M1.96%––
Chesapeake Wealth Management39,981$9.43M3.15%––
Chelsea Counsel Co39,949$9.42M4.67%––
Mayflower Financial Advisors, LLC39,859$9.40M1.41%––
Global Endowment Management, LP39,861$9.40M0.59%––
Financial Architects, Inc39,847$9.39M1.47%––
Wealth Advisors, Inc.36,329$9.38M3.78%––
Jupiter Wealth Management LLC37,000$9.34M4.72%––