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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
John G Ullman & Associates Inc39,620$9.34M1.25%––
Arkadios Wealth Advisors39,597$9.34M1.54%––
Tairen Capital Ltd39,516$9.32M1.06%––
Aries Wealth Management36,279$9.27M4.17%––
Orca Investment Management, LLC39,313$9.27M9.61%––
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD39,243$9.25M1.92%––
Stanley-Laman Group, Ltd.39,217$9.25M1.53%––
Optimum Investment Advisors39,189$9.24M2.70%––
Bessemer Securities LLC39,164$9.23M3.91%––
Moser Wealth Advisors, LLC39,109$9.22M6.48%––
Ritholtz Wealth Management39,102$9.22M0.77%––
Legacy Private Trust Co.39,100$9.22M0.83%––
BDO Wealth Advisors, LLC39,071$9.21M1.09%––
Citizens & Northern Corp39,001$9.20M3.64%––
FORA Capital, LLC38,908$9.17M3.01%––
Junson Asset Management (Hong Kong) Ltd37,000$9.17M3.83%––
Bank Ozk38,861$9.16M4.22%––
White Pine Capital LLC38,838$9.16M2.91%––
J. W. Coons Advisors, LLC38,784$9.15M3.28%––
Endurance Wealth Management, Inc.38,602$9.10M1.07%––
Oak Grove Capital LLC38,519$9.08M2.63%––
Northside Capital Management, LLC38,508$9.08M2.49%––
Pegasus Asset Management, Inc.38,495$9.08M4.61%––
First Personal Financial Services38,493$9.07M2.48%––
Sargent Investment Group, LLC38,478$9.07M2.40%––
Riverpark Capital Management LLC38,453$9.07M4.06%––
SOA Wealth Advisors, LLC.38,446$9.06M2.54%––
Bayesian Capital Management, LP38,300$9.03M2.08%––
One Capital Management, LLC38,295$9.03M1.00%––
Makena Capital Management LLC38,281$9.03M1.43%––
Boyer & Corporon Wealth Management, LLC38,187$9.00M2.66%––
Dumont & Blake Investment Advisors LLC38,148$8.99M2.77%––
Kesler, Norman & Wride, LLC38,102$8.98M2.23%––
Taikang Asset Management (Hong Kong) Co Ltd38,091$8.98M1.69%––
XXEC, Inc.38,038$8.97M6.31%––
Brookfield Asset Management Inc.38,000$8.96M0.04%––
Bright Rock Capital Management, LLC38,000$8.96M2.29%––
Contravisory Investment Management, Inc.37,961$8.95M2.80%––
Enterprise Bank & Trust Co37,932$8.94M3.77%––
Notis-McConarty Edward37,922$8.94M3.48%––
White Pine Investment CO37,852$8.92M3.31%––
North Growth Management Ltd.38,000$8.90M1.58%––
Jackson Square Capital, LLC37,729$8.89M3.40%––
CFO4Life Group, LLC37,709$8.89M2.21%––
Cramer Rosenthal McGlynn LLC37,694$8.89M0.30%––
Ascent Wealth Partners, LLC37,664$8.88M1.93%––
Aj Wealth Strategies, LLC37,605$8.87M0.63%––
Keel Point, LLC37,411$8.82M0.95%––
Pekin Hardy Strauss, Inc.37,394$8.82M1.39%––
Liberty One Investment Management, LLC37,393$8.82M1.57%––
20/20 Capital Management, Inc.37,374$8.81M2.55%––
Martin & Co Inc37,281$8.79M2.21%––
Little House Capital LLC37,243$8.78M3.10%––
Harrell Investment Partners, LLC37,243$8.78M3.10%––
Quantbot Technologies LP37,239$8.78M0.84%––
Oarsman Capital, Inc.37,229$8.78M3.80%––
Sage Capital Advisors,llc37,148$8.76M3.93%––
Northstar Asset Management LLC37,119$8.75M2.49%––
Duality Advisers, LP37,110$8.75M0.76%––
Foster Victor Wealth Advisors, LLC33,767$8.73M1.62%––
Chronos Wealth Management, LLC37,014$8.73M6.60%––
Clark Estates Inc37,000$8.72M1.11%––
Live Oak Private Wealth LLC36,934$8.71M2.14%––
Patton Albertson Miller Group, LLC36,923$8.71M2.10%––
Cim Investment Mangement Inc36,843$8.69M2.74%––
Financial Partners Group, Inc36,784$8.67M2.46%––
Citizens National Bank Trust Department36,732$8.66M2.63%––
Spreng Capital Management, Inc.36,710$8.65M6.03%––
AIMZ Investment Advisors, LLC36,691$8.65M4.23%––
Avestar Capital, LLC33,968$8.65M1.93%––
Clarity Financial LLC36,626$8.63M1.75%––
Whitener Capital Management, Inc.36,616$8.63M3.74%––
Sargent Bickham Lagudis LLC36,609$8.63M0.76%––
Concentric Wealth Management, LLC36,536$8.61M2.84%––
Vontobel Swiss Wealth Advisors AG36,532$8.61M4.80%––
Exane Derivatives36,436$8.59M2.59%––
Texas Capital Bank Wealth Management Services Inc36,428$8.59M1.23%––
Avidian Wealth Solutions, LLC36,414$8.59M0.73%––
Advanced Asset Management Advisors Inc36,385$8.58M1.91%––
Kapitalo Investimentos Ltda36,364$8.57M10.76%––
WBI Investments36,308$8.56M1.34%––
Cambridge Advisors Inc.36,236$8.54M2.18%––
Potrero Capital Research LLC36,194$8.53M2.04%––
Peoples Financial Services Corp.36,075$8.51M3.70%––
RSM US Wealth Management LLC36,024$8.49M0.54%––
Roman Butler Fullerton & Co32,716$8.49M4.25%––
Drexel Morgan & Co.35,900$8.46M2.15%––
Selway Asset Management35,890$8.46M4.93%––
Royal Fund Management, LLC35,894$8.46M1.55%––
Legacy Capital Partners, Inc.35,858$8.45M3.19%––
McMillion Capital Management Inc35,844$8.45M4.95%––
Connable Office Inc35,827$8.45M1.23%––
Csenge Advisory Group32,987$8.44M0.86%––
44 Wealth Management LLC35,778$8.44M3.53%––
Journey Advisory Group, LLC35,646$8.40M2.94%––
Golden State Equity Partners35,647$8.40M4.80%––
S&T Bank35,597$8.39M1.38%––
Encompass Wealth Advisors, LLC34,010$8.39M2.14%––
Droms Strauss Advisors Inc35,555$8.38M4.12%––
Beck Capital Management, LLC35,510$8.37M3.16%––