Skip to main content

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
Verdence Capital Advisors LLC35,414$8.35M1.41%––
MRJ Capital Inc35,382$8.34M5.21%––
Front Row Advisors LLC35,381$8.34M4.04%––
Traynor Capital Management, Inc.35,338$8.33M1.37%––
Vishria Bird Financial Group, LLC35,324$8.33M4.60%––
Blume Capital Management, Inc.35,258$8.31M3.27%––
Aevitas Wealth Management, Inc.35,207$8.30M5.79%––
Pinnacle Wealth Planning Services, Inc.35,199$8.30M2.15%––
Triangle Securities Wealth Management35,186$8.30M3.00%––
GM Advisory Group, Inc.35,136$8.28M0.99%––
Affinity Investment Advisors, LLC35,096$8.28M3.03%––
Horan Capital Advisors, LLC.35,067$8.27M3.96%––
Soltis Investment Advisors LLC35,049$8.26M1.51%––
LVW Advisors, LLC35,006$8.25M1.59%––
Harbour Capital Advisors, LLC34,897$8.23M2.42%––
Cornerstone Wealth Group, LLC31,476$8.20M1.67%––
Amica Retiree Medical Trust34,722$8.19M5.54%––
Brown Miller Wealth Management, LLC34,720$8.19M5.79%––
Lederer & Associates Investment Counsel34,594$8.16M5.75%––
Franklin, Parlapiano, Turner & Welch, LLC34,586$8.15M2.74%––
Marcum Wealth, LLC34,544$8.14M1.34%––
Uncommon Cents Investing LLC34,533$8.14M3.49%––
Humankind Investments LLC34,469$8.13M4.70%––
Godshalk Welsh Capital Management, Inc.34,439$8.12M5.66%––
Simplex Trading, LLC34,341$8.10M0.45%––
Sawyer & Company, Inc34,276$8.08M4.02%––
Hamilton Wealth, LLC34,252$8.08M3.92%––
Searle & Co.34,243$8.07M3.60%––
Mount Yale Investment Advisors, LLC34,242$8.07M1.06%––
Miramar Capital, LLC34,234$8.07M3.60%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors34,165$8.05M3.08%––
Hollow Brook Wealth Management LLC34,151$8.05M5.29%––
Sitrin Capital Management LLC34,108$8.04M3.82%––
Cooper Financial Group34,099$8.04M1.82%––
Marshall & Sullivan Inc34,058$8.03M4.84%––
All Terrain Financial Advisors, LLC34,030$8.02M3.83%––
Hamel Associates, Inc.33,999$8.02M3.09%––
Newman Dignan & Sheerar, Inc.33,975$8.01M3.02%––
AAFMAA Wealth Management & Trust LLC33,943$8.00M3.85%––
Brave Asset Management Inc33,923$8.00M2.71%––
Northwest Capital Management Inc33,882$7.99M5.80%––
Gardner Lewis Asset Management L P33,856$7.98M1.43%––
Cambridge Financial Group, Inc.33,837$7.98M3.52%––
Q Capital Solutions33,830$7.98M6.34%––
Plancorp, LLC33,783$7.96M1.75%––
Tranquility Partners, LLC33,742$7.96M4.95%––
TCI Wealth Advisors, Inc.33,693$7.94M3.59%––
First Trust Bank, Ltd.33,668$7.94M10.99%––
IPG Investment Advisors LLC33,639$7.93M1.55%––
Hendershot Investments Inc.33,577$7.92M1.83%––
Loudon Investment Management, LLC33,565$7.91M5.68%––
Asset Dedication, LLC33,507$7.89M1.78%––
Good Life Advisors, LLC33,436$7.89M1.60%––
Bray Capital Advisors33,440$7.88M2.17%––
IFG Advisory, LLC33,351$7.86M0.98%––
Stratos Wealth Advisors, LLC33,312$7.85M0.83%––
Schwab Charitable Fund33,293$7.85M0.81%––
Bridge Creek Capital Management LLC33,281$7.85M3.02%––
First National Bank of Mount Dora, Trust Investment Services33,082$7.80M2.72%––
CX Institutional33,031$7.79M0.70%––
Karp Capital Management Corp33,028$7.79M1.41%––
Eagle Capital Management, LLC33,018$7.79M2.38%––
Excalibur Management Corp32,986$7.78M3.84%––
WealthTrust Axiom LLC32,981$7.78M2.63%––
Menlo Advisors LLC32,957$7.77M4.62%––
Founders Capital Management32,930$7.76M5.53%––
DCM Advisors, LLC32,928$7.76M4.52%––
Darwin Advisors, LLC32,913$7.76M1.35%––
NorthRock Partners, LLC32,910$7.76M0.71%––
MidWestOne Financial Group, Inc.32,868$7.75M1.88%––
Raab & Moskowitz Asset Management LLC32,803$7.73M3.02%––
Avitas Wealth Management LLC32,784$7.73M1.51%––
Davidson Trust Co32,778$7.73M6.49%––
Stokes Capital Advisors, LLC32,720$7.71M3.16%––
Spirit of America Management Corp32,714$7.71M1.82%––
JNBA Financial Advisors32,703$7.71M1.12%––
Affinity Wealth Management LLC29,820$7.70M1.57%––
Jacobi Capital Management LLC32,662$7.70M1.14%––
Mitchell McLeod Pugh & Williams Inc32,626$7.69M3.22%––
Radnor Capital Management, LLC32,617$7.69M2.47%––
Eastover Investment Advisors LLC32,588$7.68M5.43%––
Bedel Financial Consulting, Inc.32,583$7.68M2.97%––
Shepherd Financial Partners LLC32,565$7.68M1.70%––
Oxler Private Wealth LLC32,460$7.65M3.88%––
SPC Financial, Inc.32,308$7.62M1.00%––
Palmer Knight Co32,269$7.61M4.37%––
Curbstone Financial Management Corp32,205$7.59M1.51%––
TFG Advisers LLC32,142$7.58M3.91%––
GVO Asset Management Ltd32,117$7.57M7.62%––
Cascadia Advisory Services, LLC32,116$7.57M1.68%––
MEMBERS Trust Co32,073$7.56M0.26%––
Mendel Money Management32,024$7.55M4.93%––
Cutler Group LP32,013$7.55M0.63%––
SeaBridge Investment Advisors LLC31,957$7.54M2.49%––
Grove Bank & Trust31,954$7.53M1.77%––
Breakline Capital LLC31,940$7.53M4.57%––
Brick & Kyle, Associates31,184$7.53M4.16%––
Cornerstone Advisory, LLC31,920$7.53M1.42%––
Carmichael Hill & Associates, Inc.31,923$7.53M4.54%––
Hillman Capital Management, Inc.31,884$7.52M3.30%––