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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
Truvestments Capital LLC13,672$3.22M1.82%––
BT Wealth Management LLC13,659$3.22M1.07%––
Wealth Architects, LLC13,616$3.21M0.69%––
JSF Financial, LLC13,591$3.20M2.01%––
Unison Asset Management LLC13,542$3.19M2.95%––
Norway Savings Bank13,537$3.19M1.68%––
Centric Wealth Management13,540$3.19M0.91%––
Glynn Capital Management LLC13,536$3.19M0.31%––
Summit Asset Management, LLC13,509$3.19M1.08%––
Clean Yield Group13,503$3.18M1.32%––
Berkeley Capital Partners, LLC13,493$3.18M1.53%––
Swaine & Leidel Wealth Services, LLC13,484$3.18M2.05%––
New Jersey Better Educational Savings Trust13,464$3.17M6.98%––
Signature Wealth Management Group13,454$3.17M1.87%––
WNY Asset Management, LLC13,409$3.17M1.26%––
Atlas Capital Advisors LLC13,425$3.17M0.62%––
Bramshill Investments, LLC13,416$3.16M0.20%––
First National Bank of Hutchinson13,413$3.16M1.57%––
Kadensa Capital Ltd13,412$3.16M1.63%––
Curated Wealth Partners LLC13,412$3.16M1.94%––
XML Financial, LLC13,395$3.16M0.77%––
Pinnacle Holdings, LLC13,387$3.16M1.46%––
Weaver Consulting Group13,372$3.15M1.94%––
Menard Financial Group LLC13,359$3.15M3.38%––
Cim, LLC12,741$3.15M0.56%––
A. D. Beadell Investment Counsel, Inc.13,340$3.15M2.12%––
Rational Advisors LLC13,329$3.14M0.58%––
Bridgecreek Investment Management, LLC13,325$3.14M0.49%––
Cox Capital Mgt LLC13,215$3.12M2.16%––
Orion Capital Management LLC13,195$3.11M2.18%––
TFC Financial Management13,186$3.11M1.23%––
Quad-Cities Investment Group, LLC13,177$3.11M2.36%––
Proffitt & Goodson Inc13,170$3.10M0.59%––
Fma Advisory Inc13,164$3.10M0.96%––
ICONIQ Capital, LLC13,152$3.10M0.03%––
Hubbell Strickland Wealth Management, LLC13,145$3.10M1.99%––
Enlightenment Research, LLC13,121$3.09M3.71%––
First Heartland Consultants, Inc.13,090$3.09M0.49%––
MBL Wealth, LLC13,084$3.08M1.08%––
Silver Lake Advisory, LLC13,070$3.08M1.57%––
Tributary Capital Management, LLC13,045$3.08M0.24%––
Cribstone Capital Management, LLC13,044$3.08M2.02%––
Am Investment Strategies LLC13,042$3.08M0.86%––
Jeppson Wealth Management, LLC13,029$3.07M1.83%––
Paradigm Financial Advisors, LLC13,023$3.07M0.75%––
Sovarnum Capital L.P.13,000$3.06M2.31%––
Bienville Capital Management, LLC12,945$3.05M0.92%––
Disciplined Investments, LLC12,941$3.05M1.80%––
E&G Advisors, LP12,933$3.05M0.89%––
BSW Wealth Partners12,901$3.04M0.88%––
CORDA Investment Management, LLC.12,891$3.04M0.28%––
Ifrah Financial Services, Inc.12,878$3.04M0.91%––
Legacy Financial Group LLC12,849$3.03M1.05%––
Tennessee Valley Asset Management Partners12,831$3.02M0.77%––
Ocean Capital Management, LLC10,534$3.02M1.45%––
Israel Discount Bank of New York12,794$3.02M2.33%––
Bender Robert & Associates12,770$3.01M0.97%––
Prentice Wealth Management LLC12,730$3.00M1.67%––
Alpine Woods Capital Investors, LLC12,722$3.00M0.33%––
Investors Research Corp12,718$3.00M1.13%––
MA Private Wealth12,687$2.99M0.62%––
Cardinal Strategic Wealth Guidance12,669$2.98M1.74%––
Royal Harbor Partners, LLC12,608$2.97M2.27%––
State of Wyoming12,605$2.97M4.88%––
Palumbo Wealth Management LLC12,595$2.97M2.24%––
First Pacific Financial12,595$2.97M1.85%––
Capital Advisors, Ltd. LLC12,573$2.96M0.54%––
Austin Private Wealth, LLC12,527$2.95M0.78%––
Islay Capital Management, LLC12,527$2.95M2.44%––
Stony Point Wealth Management Inc.12,512$2.95M2.08%––
Game Plan Financial Advisors, LLC12,384$2.95M1.90%––
Claybrook Capital, LLC12,510$2.95M1.71%––
Cahill Financial Advisors Inc12,493$2.95M0.72%––
Wealthquest Corp12,492$2.94M0.55%––
Zeit Capital LLC12,483$2.94M2.69%––
Peak Planning Group, LLC12,452$2.94M2.86%––
Granger Management LLC12,444$2.93M0.45%––
St. Clair Advisors, LLC12,360$2.91M2.33%––
Aurora Private Wealth, Inc.12,359$2.91M1.21%––
Gemmer Asset Management LLC12,341$2.91M0.46%––
Newbridge Financial Services Group, Inc.12,339$2.91M2.14%––
Addison Capital Co12,327$2.91M1.62%––
Fusion Capital, LLC12,311$2.90M1.89%––
HHM Wealth Advisors, LLC12,297$2.90M0.90%––
LexAurum Advisors, LLC12,235$2.88M0.99%––
Walkner Condon Financial Advisors LLC12,226$2.88M1.12%––
Renasant Bank12,203$2.88M2.31%––
Capital Advisory Group Advisory Services, LLC12,189$2.87M1.12%––
Strategic Capital Advisers, Inc.12,187$2.87M2.50%––
Peddock Capital Advisors, LLC12,168$2.87M1.10%––
Bay Rivers Group12,137$2.86M2.22%––
Coastal Bridge Advisors, LLC12,136$2.86M0.52%––
Hudock, Inc.12,085$2.85M0.89%––
IAM Advisory, LLC11,283$2.84M1.24%––
Semmax Financial Advisors Inc.12,046$2.84M1.01%––
Seelaus Asset Management LLC12,031$2.84M1.82%––
Burt Wealth Advisors12,015$2.83M1.04%––
Oxford Financial Group Ltd11,991$2.83M0.39%––
One + One Wealth Management, LLC11,973$2.82M2.21%––
Orrstown Financial Services Inc11,623$2.82M3.98%––