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; 6,249 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: 4,555 institutionsQ1 2022: 4,550 institutionsQ2 2022: 4,515 institutionsQ3 2022: 4,508 institutionsQ4 2022: 4,679 institutionsQ1 2023: 4,717 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: 6,329 institutionsQ1 2026: 6,238 institutionsQ2 2026: 6,249 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 20266,249$2.05T
Q1 20266,238$1.99T
Q4 20256,329$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 20234,717$1.52T
Q4 20224,679$1.27T
Q3 20224,508$1.23T
Q2 20224,515$1.34T
Q1 20224,550$1.61T
Q4 20214,555$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
Angeles Investment Advisors, LLC31,840$7.51M0.58%––
AXS Investments LLC31,802$7.50M2.66%––
GFS Advisors, LLC31,782$7.49M1.75%––
HBC Financial Services, PLLC28,794$7.47M5.15%––
Sandbox Financial Partners, LLC30,090$7.46M6.14%––
Greystone Financial Group, LLC30,240$7.45M1.89%––
LeJeune Puetz Investment Counsel LLC31,542$7.44M2.92%––
First Mercantile Trust Co31,518$7.43M0.85%––
Capital Asset Advisory Services LLC31,444$7.41M1.11%––
Summit Financial Group Inc31,405$7.40M3.07%––
Unigestion Holding SA31,334$7.39M0.26%––
Center for Financial Planning, Inc.31,323$7.38M1.93%––
Signet Financial Management, LLC31,314$7.38M1.38%––
Pacific Wealth Strategies Group, Inc.31,230$7.36M3.09%––
Brown Capital Management LLC31,180$7.35M0.05%––
Graypoint LLC31,167$7.35M1.12%––
Resource Management, LLC31,154$7.34M0.88%––
United Capital Management of KS, Inc.31,153$7.34M3.37%––
Highlander Capital Management, LLC31,065$7.32M3.83%––
Sonata Capital Group Inc31,039$7.32M3.51%––
BerganKDV Wealth Management, LLC31,036$7.32M0.94%––
Walleye Trading LLC31,018$7.31M0.25%––
Geneva Partners, LLC30,997$7.31M3.78%––
Delta Financial Advisors LLC30,971$7.30M3.41%––
Trust Investment Advisors30,959$7.30M7.16%––
Hixon Zuercher, LLC30,916$7.29M4.82%––
Burke & Herbert Bank & Trust Co30,910$7.29M4.99%––
M&R Capital Management Inc30,871$7.28M1.81%––
Sunbelt Securities, Inc.30,849$7.27M1.43%––
McMahon Financial Advisors, LLC30,878$7.27M3.52%––
BNC Wealth Management, LLC30,808$7.26M5.16%––
Murphy Pohlad Asset Management LLC30,789$7.26M3.17%––
Guinness Atkinson Asset Management Inc30,761$7.25M3.59%––
Wimmer Associates 1, LLC30,739$7.25M3.94%––
Paradigm Financial Partners, LLC30,713$7.24M1.96%––
Greenline Partners, LLC30,698$7.24M1.59%––
First Bank & Trust30,634$7.22M3.64%––
Keystone Financial Planning, Inc.30,558$7.21M2.69%––
SNS Financial Group, LLC30,521$7.20M1.02%––
Core Alternative Capital30,445$7.18M2.04%––
Michael B. Yongue30,432$7.17M5.68%––
Hollencrest Capital Management30,341$7.15M0.68%––
Wealth Advisory Solutions, LLC43,781$7.13M5.33%––
Brio Consultants, LLC30,216$7.12M2.10%––
Winning Points Advisors, LLC30,110$7.12M5.35%––
Hourglass Capital, LLC30,207$7.12M1.80%––
Personal Cfo Solutions, LLC30,140$7.11M1.54%––
Tandem Capital Management Corp30,116$7.10M4.91%––
3G Capital Partners LP30,000$7.07M2.63%––
Kingstown Capital Management L.P.30,000$7.07M2.43%––
Lantz Financial LLC29,994$7.07M4.02%––
Executive Wealth Group LLC29,969$7.07M4.35%––
Columbia Trust Co 0101201629,902$7.05M4.37%––
Nicolet Bankshares Inc29,801$7.03M1.94%––
Next Century Growth Investors LLC29,756$7.01M0.53%––
Carlson Capital Management29,726$7.01M1.20%––
Windward Capital Management Co29,680$7.00M0.70%––
LCNB Corp29,622$6.98M3.81%––
Frisch Financial Group, Inc.29,614$6.98M2.35%––
Providence Capital Advisors, LLC29,595$6.98M2.55%––
Vectors Research Management, LLC29,474$6.95M1.91%––
Lafayette Investments, Inc.29,435$6.94M2.22%––
HNP Capital LLC29,394$6.93M2.05%––
B & T Capital Management DBA Alpha Capital Management29,294$6.91M1.76%––
tru Independence LLC29,204$6.88M1.30%––
Scott Investment Partners LLP29,200$6.88M5.06%––
Permanens Capital L.P.29,168$6.88M1.41%––
Berman Capital Advisors, LLC29,177$6.88M1.44%––
Diamant Asset Management, Inc.29,105$6.86M6.03%––
Gladstone Institutional Advisory LLC29,048$6.85M1.06%––
M. Kulyk & Associates, LLC29,044$6.85M2.56%––
Mandatum Life Insurance Co Ltd29,042$6.85M1.36%––
Annandale Capital, LLC28,936$6.82M4.84%––
Harrington Investments, INC28,872$6.81M4.26%––
Redwood Investments, LLC28,803$6.79M0.60%––
Windsor Group LTD28,778$6.79M1.62%––
San Francisco Sentry Investment Group (Ca)28,777$6.78M2.89%––
Platte River Wealth Advisors, LLC26,774$6.78M2.79%––
SOL Capital Management CO28,709$6.77M1.43%––
Gunderson Capital Management Inc.28,708$6.77M4.97%––
Sheets Smith Wealth Management28,679$6.76M0.99%––
Evanson Asset Management, LLC28,683$6.76M1.00%––
Meridian Investment Counsel Inc.28,648$6.75M2.61%––
Birch Capital Management, LLC28,646$6.75M4.97%––
Cypress Wealth Services, LLC28,628$6.75M1.41%––
Cinctive Capital Management LP28,624$6.75M0.43%––
Thornburg Investment Management Inc28,622$6.75M0.08%––
SageGuard Financial Group, LLC28,582$6.73M3.13%––
Ausdal Financial Partners, Inc.28,506$6.72M1.13%––
Claro Advisors LLC28,483$6.71M3.40%––
Summit X, LLC28,473$6.71M1.84%––
Wealth Alliance28,428$6.70M1.88%––
Liberty Capital Management, Inc.28,395$6.70M2.31%––
Roanoke Asset Management Corp28,339$6.68M2.90%––
Prestige Wealth Management Group LLC28,312$6.67M1.83%––
Lesa Sroufe & Co28,288$6.67M7.41%––
Piscataqua Savings Bank28,284$6.67M5.95%––
American Research & Management Co.28,260$6.66M1.61%––
Socorro Asset Management LP28,247$6.66M2.95%––
Kavar Capital Partners Group, LLC28,192$6.65M1.79%––