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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; 6,250 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: 6,250 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 20266,250$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
Vigilare Wealth Management15,537$3.66M2.60%––
Wealth Alliance Advisory Group, LLC15,516$3.66M1.88%––
Westshore Wealth, LLC15,510$3.66M2.09%––
Global Trust Asset Management, LLC15,506$3.66M2.02%––
Perkins Capital Management Inc15,493$3.65M2.11%––
Stanley Capital Management, LLC15,495$3.65M1.45%––
Shoker Investment Counsel, Inc.15,466$3.65M1.91%––
West Oak Capital, LLC15,439$3.64M1.56%––
Tempus Wealth Planning, LLC15,438$3.64M3.85%––
Ashford Capital Management Inc15,425$3.64M0.34%––
Carl P. Sherr & Co., LLC15,425$3.64M2.74%––
Sittner & Nelson, LLC15,395$3.63M2.71%––
AGF Investments LLC15,391$3.63M0.43%––
Capital Advisors Wealth Management, LLC15,391$3.63M1.57%––
Red Cedar Investment Management, LLC15,371$3.62M0.47%––
Financial Consulate, Inc15,367$3.62M1.47%––
Meridian Financial Partners LLC14,018$3.62M2.72%––
Mirabella Financial Services LLP15,345$3.62M1.13%––
Northeast Financial Group, Inc.15,340$3.62M2.40%––
Tru Independence Asset Management 2, LLC15,313$3.61M2.86%––
Strategic Wealth Partners, Ltd.15,285$3.60M1.44%––
Thomas White International Ltd15,279$3.60M0.54%––
Invst, LLC14,272$3.60M0.62%––
Blue Zone Wealth Advisors, LLC15,144$3.57M1.52%––
Foster Group, Inc.15,123$3.56M0.55%––
RBA Wealth Management, LLC15,101$3.56M3.02%––
Demars Financial Group, LLC15,100$3.56M2.40%––
DFPG Investments, LLC14,287$3.56M1.52%––
Aberdeen Wealth Management LLC15,088$3.56M2.83%––
McLean Asset Management Corp13,547$3.55M2.80%––
Secure Asset Management, LLC15,034$3.54M1.97%––
United Fire Group Inc15,000$3.54M1.84%––
Cedar Brook Financial Partners, LLC14,985$3.53M1.22%––
Acorn Wealth Advisors, LLC14,964$3.53M2.53%––
Veracity Capital LLC14,953$3.52M1.65%––
Regency Capital Management Inc.14,939$3.52M3.71%––
Mountain Pacific Investment Advisers Inc14,933$3.52M0.23%––
Fiduciary Planning LLC14,928$3.52M5.32%––
Two Sigma Securities, LLC14,913$3.52M0.81%––
ICW Investment Advisors LLC14,874$3.51M2.41%––
Monte Financial Group, LLC14,817$3.49M2.14%––
Trust Co14,791$3.49M2.51%––
Sanders Morris Harris LLC14,143$3.46M0.73%––
Argent Advisors, Inc.14,525$3.42M2.20%––
Susquehanna International Group Ltd.14,514$3.42M1.39%––
Bond & Devick Financial Network, Inc.14,490$3.42M3.16%––
KG&L Capital Management,LLC14,455$3.41M1.72%––
UMA Financial Services, Inc.13,650$3.40M1.11%––
New Capital Management LP14,399$3.40M3.03%––
Copeland Capital Management, LLC14,392$3.39M0.11%––
626 Financial, LLC10,993$3.39M2.17%––
Hemington Wealth Management14,368$3.39M1.44%––
Arbor Trust Wealth Advisors, LLC14,338$3.38M2.26%––
Prudent Man Advisors, LLC14,353$3.38M1.42%––
Independence Bank of Kentucky14,317$3.38M1.64%––
Garrison Bradford & Associates Inc14,300$3.37M3.76%––
Hayden Royal, LLC14,303$3.37M1.93%––
Redwood Investment Management, LLC14,279$3.37M0.64%––
Allegheny Financial Group LTD14,268$3.36M2.46%––
American State Bank (Iowa)14,265$3.36M2.87%––
Warren Averett Asset Management, LLC13,630$3.36M0.33%––
Seven Eight Capital, LP15,100$3.36M0.77%––
Pflug Koory, LLC14,204$3.35M1.85%––
Acropolis Investment Management, LLC14,172$3.34M0.34%––
Claraphi Advisory Network, LLC14,171$3.34M0.92%––
Apriem Advisors14,167$3.34M0.52%––
Amitell Capital Pte Ltd14,160$3.34M2.10%––
Retirement Capital Strategies14,140$3.33M1.31%––
Bigelow Investment Advisors, LLC14,099$3.32M1.68%––
Eidelman Virant Capital13,748$3.32M1.35%––
LifeSteps Financial, Inc.14,072$3.32M2.77%––
New England Research & Management, Inc.14,050$3.31M1.82%––
SkyView Investment Advisors, LLC14,041$3.31M1.47%––
Cornerstone Investment Partners, LLC14,008$3.30M0.18%––
Heritage Wealth Management, LLC14,008$3.30M1.86%––
Cascade Investment Advisors, Inc.14,009$3.30M2.15%––
Vivaldi Capital Management, LLC13,283$3.30M0.65%––
Algert Global LLC13,964$3.29M1.05%––
Capstone Financial Advisors, Inc.13,948$3.29M0.29%––
Tectonic Advisors LLC13,946$3.29M0.82%––
Sage Rhino Capital LLC13,935$3.29M1.08%––
Covenant Multifamily Offices, LLC13,928$3.28M0.67%––
Main Street Financial Solutions, LLC13,908$3.28M0.58%––
Magnus Financial Group LLC13,879$3.27M0.79%––
MV Capital Management, Inc.13,871$3.27M0.60%––
REDW Wealth LLC13,868$3.27M1.10%––
Bennett Selby Investments LP13,870$3.27M2.54%––
Brendel Financial Advisors LLC13,861$3.27M2.19%––
David Loasby13,835$3.26M0.46%––
Total Clarity Wealth Management, Inc.13,827$3.26M1.87%––
Todd Asset Management LLC13,823$3.26M0.08%––
Front Street Capital Management, Inc.13,805$3.25M0.62%––
WT Wealth Management13,783$3.25M1.50%––
Archer Investment Corp13,778$3.25M1.34%––
DAGCO, Inc.13,778$3.25M1.61%––
Schulhoff & Co Inc13,774$3.25M1.49%––
Global Financial Private Client, LLC13,362$3.24M2.32%––
Norris Financial Group, LLC13,702$3.23M2.37%––
KCS Wealth Advisory13,698$3.23M1.67%––
Modus Advisors, LLC13,695$3.23M1.50%––