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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
Taal Capital Management LP25,000$5.89M4.84%––
Madrona Financial Services, LLC24,961$5.88M3.02%––
Lorne Steinberg Wealth Management Inc.24,941$5.88M3.11%––
Strategic Financial Services, Inc,24,907$5.87M0.50%––
ArrowMark Colorado Holdings LLC24,890$5.87M0.04%––
Pinnacle Wealth Management Advisory Group, LLC24,813$5.85M1.64%––
Lindbrook Capital, LLC24,801$5.85M1.34%––
Bradley & Co. Private Wealth Management, LLC24,795$5.85M5.40%––
Calton & Associates, Inc.24,787$5.84M1.14%––
Optas, LLC24,779$5.84M1.83%––
Connolly Sarah T.24,778$5.84M5.20%––
Providence Wealth Advisors, LLC24,734$5.83M4.28%––
Allegiant Private Advisors, LLC24,719$5.83M1.06%––
Cito Capital Group, LLC24,701$5.82M2.84%––
Slow Capital, Inc.24,190$5.81M1.26%––
Stolper Co24,576$5.79M2.98%––
Investment Counsel Inc.24,523$5.78M4.07%––
Private Harbour Investment Management & Counsel, LLC24,465$5.77M5.23%––
Versant Capital Management, Inc24,435$5.76M2.10%––
Livingston Group Asset Management CO (operating as Southport Capital Management)24,431$5.76M1.51%––
Enterprise Financial Services Corp24,429$5.76M1.03%––
Asio Capital, LLC24,379$5.75M2.38%––
Mirador Capital Partners LP24,373$5.75M1.47%––
Mizuho Securities USA LLC24,369$5.75M0.55%––
Essex Savings Bank24,657$5.73M2.51%––
Ten Capital Wealth Advisors, LLC24,266$5.72M1.40%––
Mount Vernon Associates Inc24,180$5.70M5.60%––
Bingham Osborn & Scarborough LLC24,141$5.69M0.43%––
Guardian Investment Management24,115$5.68M4.56%––
BTG Pactual Global Asset Management Ltd24,075$5.68M2.98%––
Sutton Wealth Advisors Inc.24,064$5.67M2.23%––
HM Capital Management, LLC24,061$5.67M2.64%––
Rosenbaum Jay D.24,048$5.67M9.72%––
Stenahm Asset Managment Ltd24,000$5.66M3.99%––
Axiom Investment Management LLC23,958$5.65M4.60%––
ICICI Prudential Asset Management Co Ltd24,340$5.64M2.90%––
EagleClaw Capital Managment, LLC23,909$5.64M1.62%––
Stableford Capital II LLC23,890$5.63M2.85%––
Kistler-Tiffany Companies, LLC23,855$5.62M1.45%––
Liberty Wealth Management LLC23,405$5.61M2.74%––
Aft, Forsyth & Company, Inc.23,781$5.61M3.37%––
Summit Trail Advisors, LLC23,780$5.61M0.60%––
Freed Investment Group23,775$5.61M4.89%––
Eukles Asset Management23,768$5.60M3.62%––
Valley Brook Capital Group23,704$5.59M5.06%––
Atlas Brown,Inc.23,684$5.58M2.65%––
Somerset Group LLC23,605$5.57M4.20%––
Emerald Advisers, LLC23,590$5.56M0.20%––
TBH Global Asset Management, LLC23,590$5.56M1.45%––
Keeler Thomas Management LLC23,550$5.56M2.93%––
Monument Capital Management23,569$5.56M2.23%––
Schneider Downs Wealth Management Advisors, LP23,552$5.55M1.36%––
Wealth Management Partners, LLC22,205$5.55M4.14%––
Mathes Company, Inc.23,528$5.55M2.14%––
Kingfisher Capital LLC23,448$5.53M1.55%––
WD Rutherford LLC23,443$5.53M3.44%––
Page Arthur B23,422$5.52M4.13%––
Zevenbergen Capital Investments LLC23,393$5.51M0.10%––
CWS Financial Advisors, LLC23,386$5.51M2.38%––
Bank of Stockton23,384$5.51M1.83%––
Teza Capital Management LLC23,378$5.51M1.10%––
Westover Capital Advisors, LLC23,372$5.51M1.90%––
South Shore Capital Advisors23,354$5.51M5.48%––
Affiance Financial, LLC23,335$5.50M2.45%––
IMA Wealth, Inc.23,334$5.50M1.35%––
Financial Network Wealth Management LLC23,333$5.50M3.59%––
Bouvel Investment Partners, LLC23,292$5.49M3.52%––
Cunning Capital Partners, LP23,275$5.49M3.53%––
Key Financial Inc23,262$5.48M3.61%––
FinTrust Capital Advisors, LLC23,215$5.47M1.58%––
Surevest, LLC23,193$5.47M1.65%––
Bangor Savings Bank23,184$5.47M0.66%––
Gateway Advisory, LLC23,164$5.46M1.38%––
Principal Street Partners, LLC23,159$5.46M0.70%––
Exane Asset Management23,088$5.44M2.09%––
Parisi Gray Wealth Management23,038$5.43M2.27%––
New Potomac Partners, LLC23,040$5.43M3.99%––
Leisure Capital Management23,032$5.43M3.29%––
Catalyst Capital Advisors LLC23,019$5.43M0.30%––
Telos Capital Management, Inc.23,006$5.42M0.78%––
Olstein Capital Management, L.P.23,000$5.42M0.76%––
Fruth Investment Management22,994$5.42M1.70%––
CNB Bank22,973$5.42M3.75%––
Sterling Investment Management, Inc.22,969$5.42M3.70%––
Berger Financial Group, Inc22,931$5.41M1.18%––
Clear Perspective Advisors, LLC22,923$5.41M2.11%––
HC Financial Advisors Inc22,893$5.40M3.29%––
Beaumont Asset Management, L.L.C.22,878$5.39M4.53%––
Stamos Capital Partners, L.P.22,800$5.38M2.71%––
Peloton Wealth Strategists22,782$5.37M2.52%––
Davis-Rea Ltd.22,756$5.37M2.87%––
Quest Capital Management Inc22,708$5.35M1.15%––
Foundations Investment Advisors, LLC21,419$5.35M0.31%––
Klingman & Associates, LLC22,690$5.35M0.55%––
Townsend Asset Management Corp22,689$5.35M3.31%––
Colrain Capital LLC23,399$5.35M5.51%––
Sterling Investment Advisors, Ltd.22,634$5.34M1.72%––
High Pines Wealth Management, LLC22,564$5.32M4.70%––
Hengehold Capital Management LLC22,526$5.31M0.74%––
Canal Capital Management, LLC22,521$5.31M1.81%––