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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; 6,249 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
Founders Financial Alliance, LLC27,450$6.64M3.27%––
Trinity Legacy Partners, LLC25,373$6.62M2.64%––
Exeter Financial, LLC28,061$6.62M4.17%––
Wrapmanager Inc28,048$6.61M1.84%––
Inscription Capital, LLC27,963$6.59M2.25%––
Ascension Asset Management LLC27,938$6.59M4.61%––
Van Leeuwen & Company, LLC27,903$6.58M4.32%––
Family Legacy, Inc.27,879$6.57M3.14%––
Nadler Financial Group, Inc.27,865$6.57M1.17%––
Signet Investment Advisory Group, Inc.27,809$6.56M5.08%––
Costello Asset Management, INC27,719$6.54M4.52%––
Stewardship Financial Advisors, LLC27,623$6.51M2.26%––
Geier Asset Management, Inc.25,829$6.50M4.76%––
Bluefin Capital Management, LLC27,555$6.50M0.35%––
Independent Solutions Wealth Management, LLC27,350$6.45M1.77%––
Aperture Investors, LLC27,339$6.45M1.03%––
Aspen Investment Management Inc27,299$6.44M3.59%––
RFG Advisory, LLC27,283$6.43M0.70%––
Horizon Investment Services, LLC27,268$6.43M3.45%––
Plante Moran Financial Advisors, LLC27,242$6.42M1.76%––
Beech Hill Advisors, Inc.27,193$6.41M2.66%––
Procyon Private Wealth Partners, LLC27,147$6.40M2.92%––
Barrow Hanley Mewhinney & Strauss LLC27,139$6.40M0.02%––
Regent Peak Wealth Advisors LLC27,134$6.40M2.10%––
Herald Investment Management Ltd27,132$6.40M1.11%––
Probity Advisors, Inc.27,122$6.39M1.43%––
Corbenic Partners LLC27,113$6.39M1.63%––
Chatham Capital Group, Inc.27,106$6.39M1.34%––
Poehling Capital Management, LLC27,080$6.38M2.23%––
Intellectus Partners, LLC27,069$6.38M1.75%––
Zeke Capital Advisors, LLC27,063$6.38M0.45%––
Vista Capital Partners, Inc.27,037$6.38M0.99%––
SRN Advisors, LLC27,019$6.37M2.28%––
CMT Capital Markets Trading GmbH27,000$6.37M4.18%––
Handelsinvest Investeringsforvaltning27,003$6.37M0.78%––
Kentucky Farm Bureau Mutual Insurance Co27,000$6.37M1.95%––
Dudley & Shanley, Inc.26,959$6.36M1.10%––
JT Stratford LLC26,949$6.35M2.24%––
Security Asset Management26,931$6.35M2.61%––
Orleans Capital Management Corp26,909$6.34M4.31%––
HBW Advisory Services LLC26,890$6.34M1.69%––
Hurlow Wealth Management Group, Inc.26,866$6.33M4.57%––
Cary Street Partners Asset Management LLC202,161$6.33M1.56%––
Cliftonlarsonallen Wealth Advisors, LLC26,836$6.33M0.30%––
Lester Murray Antman dba SimplyRich26,819$6.32M2.51%––
Jackson Hole Capital Partners, LLC26,783$6.32M2.61%––
M.D. Sass Investors Services, Inc.26,765$6.31M1.11%––
Barton Investment Management26,680$6.29M0.59%––
Central Asset Investments & Management Holdings (HK) Ltd26,674$6.29M3.85%––
First Pacific Advisors, LP26,660$6.29M0.09%––
Arete Wealth Advisors, LLC26,646$6.28M0.80%––
Heritage Way Advisors, LLC26,584$6.27M2.75%––
Morris Capital Advisors, LLC26,549$6.26M5.08%––
Kercheville Advisors, LLC26,458$6.26M3.14%––
Crewe Advisors LLC26,532$6.25M1.55%––
Perennial Investment Advisors, LLC26,470$6.24M2.46%––
Investment Partners, Ltd.26,467$6.24M3.03%––
Brooks, Moore & Associates, Inc.26,421$6.23M4.22%––
Noesis Capital Mangement Corp26,416$6.23M1.40%––
VeraBank, N.A.26,392$6.22M4.04%––
Advisor OS, LLC26,388$6.22M1.41%––
Aurora Investment Managers, LLC.26,370$6.22M6.82%––
Lakeview Capital Partners, LLC26,360$6.21M2.66%––
Private Ocean, LLC26,268$6.19M1.10%––
Old Dominion Capital Management Inc26,169$6.17M1.43%––
Ayrshire Capital Management LLC26,163$6.17M3.78%––
Investment Research & Advisory Group, Inc.26,063$6.14M4.57%––
Mission Creek Capital Partners, Inc.25,925$6.11M0.91%––
Crescent Capital Consulting, LLC25,904$6.11M1.34%––
Heartland Bank & Trust Co25,854$6.10M5.57%––
Gryphon Financial Partners LLC25,771$6.08M1.43%––
Gibraltar Capital Management, Inc.25,025$6.07M3.12%––
Congress Park Capital LLC25,717$6.06M3.39%––
First City Capital Management, Inc.25,349$6.06M3.51%––
ARGI Investment Services, LLC25,688$6.06M0.22%––
Financial Engines Advisors L.L.C.25,675$6.05M0.02%––
NovaPoint Capital, LLC25,654$6.05M2.83%––
Bogart Wealth, LLC25,624$6.04M0.84%––
Prospect Capital Advisors, LLC25,575$6.03M2.65%––
Legato Capital Management LLC25,564$6.03M1.13%––
Occidental Asset Management, LLC25,512$6.01M1.79%––
Parkside Financial Bank & Trust25,499$6.01M1.81%––
Mraz, Amerine & Associates, Inc.25,418$5.99M1.74%––
Heron Bay Capital Management25,418$5.99M3.56%––
Ami Investment Management Inc25,336$5.97M2.57%––
Beta Wealth Group, Inc.25,343$5.97M4.34%––
Pacitti Group Inc.25,320$5.97M3.94%––
Halbert Hargrove Global Advisors, LLC25,296$5.96M0.43%––
Krilogy Financial LLC25,295$5.96M0.63%––
Applied Research Investments, LLC25,270$5.96M2.17%––
Biltmore Family Office, LLC25,194$5.94M1.85%––
Meristem Family Wealth, LLC25,171$5.93M1.20%––
Adirondack Trust Co25,146$5.93M3.16%––
Unified Trust Company, N.A.25,141$5.93M1.93%––
FWL Investment Management, LLC25,104$5.92M3.99%––
Eqis Capital Management, Inc.25,097$5.92M0.46%––
Red Door Wealth Management, LLC24,859$5.90M3.01%––
Monetta Financial Services Inc25,000$5.89M4.66%––
Platinum Investment Management Ltd24,998$5.89M0.13%––
Harbor Advisors LLC25,000$5.89M1.31%––