Microsoft Corp

MSFT

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0000789019

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $1.26T

Institutions holding MSFT and their total value by quarter
Quarter	Holders	Value
Q2 2026	6,250	$2.05T
Q1 2026	6,238	$1.99T
Q4 2025	6,329	$2.66T
Q3 2025	5,866	$2.76T
Q2 2025	5,829	$2.67T
Q1 2025	5,777	$2.01T
Q4 2024	5,877	$2.26T
Q3 2024	5,302	$2.27T
Q2 2024	5,270	$2.37T
Q1 2024	5,241	$2.23T
Q4 2023	5,217	$1.99T
Q3 2023	4,862	$1.66T
Q2 2023	4,816	$1.79T
Q1 2023	4,717	$1.52T
Q4 2022	4,679	$1.27T
Q3 2022	4,508	$1.23T
Q2 2022	4,515	$1.34T
Q1 2022	4,550	$1.61T
Q4 2021	4,555	$1.77T
Q3 2021	4,035	$1.49T
Q2 2021	3,989	$1.43T
Q1 2021	4,005	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Samalin Investment Counsel, LLC	10,418	$2.46M	1.65%	–	–
Lenox Wealth Advisors, LLC	10,405	$2.45M	0.34%	–	–
CBIZ Investment Advisory Services, LLC	–	$2.45M	0.12%	–	–
Bouchey Financial Group Ltd	10,392	$2.45M	0.40%	–	–
Nellore Capital Management LLC	10,350	$2.44M	1.19%	–	–
East Coast Asset Management, LLC.	10,344	$2.44M	0.65%	–	–
Iron Financial, LLC	10,341	$2.44M	1.29%	–	–
KWB Wealth	10,313	$2.43M	0.46%	–	–
Evolution Wealth Advisors, LLC	10,296	$2.43M	0.54%	–	–
Delta Capital Management LLC	10,290	$2.43M	1.55%	–	–
Guild Investment Management, Inc.	10,273	$2.42M	2.59%	–	–
Clearview Wealth Advisors LLC	10,215	$2.41M	1.56%	–	–
Kaizen Financial Strategies	10,179	$2.40M	2.29%	–	–
Diker Management LLC	10,139	$2.39M	1.12%	–	–
Measured Wealth Private Client Group, LLC	10,135	$2.39M	0.85%	–	–
Atom Investors LP	10,118	$2.39M	0.44%	–	–
Sterneck Capital Management, LLC	10,112	$2.38M	1.66%	–	–
HITE Hedge Asset Management LLC	10,112	$2.38M	0.36%	–	–
Lumbard & Kellner, LLC	9,993	$2.38M	0.84%	–	–
Ahrens Investment Partners LLC	10,102	$2.38M	1.20%	–	–
Sage Mountain Advisors LLC	10,085	$2.38M	0.51%	–	–
Strategic Wealth Designers	10,049	$2.37M	1.14%	–	–
Sloy Dahl & Holst, LLC	10,038	$2.37M	0.34%	–	–
Access Financial Services, Inc.	10,039	$2.37M	1.11%	–	–
Americana Partners, LLC	10,025	$2.36M	1.46%	–	–
American Institute for Advanced Investment Management, LLP	10,013	$2.36M	1.80%	–	–
Charles-Lim Capital Ltd	10,000	$2.36M	0.27%	–	–
NWK Group, Inc.	9,972	$2.35M	1.03%	–	–
Adams Wealth Management	9,974	$2.35M	1.08%	–	–
BigSur Wealth Management LLC	9,946	$2.35M	1.20%	–	–
Regal Wealth Group, Inc.	9,941	$2.34M	1.38%	–	–
Atlanta Financial Associates LLC	10,457	$2.33M	1.09%	–	–
Garner Asset Management Corp	9,861	$2.33M	1.23%	–	–
Rbo & Co LLC	9,835	$2.32M	0.42%	–	–
blooom, inc.	9,921	$2.32M	1.82%	–	–
Heron Financial Group, LLC	9,545	$2.31M	1.40%	–	–
Shorepoint Capital Partners LLC	9,773	$2.30M	1.23%	–	–
Baron Silver Stevens Financial Advisors, LLC	9,767	$2.30M	1.25%	–	–
OneAscent Wealth Management LLC	9,761	$2.30M	0.98%	–	–
Pictet Bank & Trust Ltd	9,740	$2.30M	1.35%	–	–
Private Capital Management LLC	9,711	$2.29M	1.21%	–	–
Gould Asset Management LLC	9,704	$2.29M	0.70%	–	–
55I, LLC	9,688	$2.28M	0.11%	–	–
Doheny Asset Management	9,614	$2.27M	1.54%	–	–
KC Investment Advisors, LLC	9,614	$2.27M	2.10%	–	–
Sugarloaf Wealth Management, LLC	9,612	$2.27M	0.68%	–	–
Alera Investment Advisors, LLC	9,597	$2.26M	0.75%	–	–
Harbor Advisory Corp	9,579	$2.26M	0.90%	–	–
Titus Wealth Management	9,573	$2.26M	1.32%	–	–
Phocas Financial Corp.	9,570	$2.26M	0.30%	–	–
Tarbox Family Office, Inc.	9,569	$2.26M	0.44%	–	–
Members Capital Advisors Inc	9,555	$2.25M	1.73%	–	–
Sandhill Capital Partners LLC	9,552	$2.25M	0.19%	–	–
Verity Asset Management, Inc.	9,548	$2.25M	1.34%	–	–
Oak Family Advisors, LLC	9,525	$2.25M	1.54%	–	–
Global Strategic Investment Solutions, LLC	9,493	$2.24M	0.41%	–	–
VERITY Wealth Advisors	9,476	$2.23M	1.98%	–	–
Acima Private Wealth, LLC	9,448	$2.23M	1.09%	–	–
Omnia Family Wealth, LLC	9,433	$2.22M	1.65%	–	–
Flaharty Asset Management, LLC	9,430	$2.22M	0.51%	–	–
Sowa Financial Group, Inc.	9,427	$2.22M	1.57%	–	–
MJP Associates Inc	9,414	$2.22M	0.90%	–	–
Autus Asset Management, LLC	9,356	$2.21M	0.26%	–	–
Mosaic Family Wealth, LLC	9,339	$2.20M	0.69%	–	–
Abundance Wealth Counselors	9,324	$2.20M	0.55%	–	–
Merrion Investment Management Co, LLC	9,316	$2.20M	1.83%	–	–
West Chester Capital Advisors, Inc	9,310	$2.19M	1.88%	–	–
Horizon Kinetics Asset Management LLC	9,293	$2.19M	0.05%	–	–
TSFG, LLC	9,292	$2.19M	1.11%	–	–
Benchmark Financial Wealth Advisors, LLC	9,287	$2.19M	1.19%	–	–
Redmond Asset Management, LLC	9,261	$2.18M	0.68%	–	–
DSC Advisors, L.P.	9,218	$2.17M	1.79%	–	–
Weld Capital Management LLC	9,213	$2.17M	0.92%	–	–
True Link Financial Advisors, LLC	6,837	$2.17M	0.31%	–	–
Elevated Capital Advisors, LLC	8,375	$2.16M	0.84%	–	–
HT Partners LLC	9,157	$2.16M	0.71%	–	–
Grace & White Inc	9,150	$2.16M	0.41%	–	–
ETF Managers Group, LLC	9,299	$2.16M	0.04%	–	–
Mason Investment Advisory Services, Inc.	9,120	$2.15M	0.22%	–	–
Red Wave Investments LLC	9,114	$2.15M	0.88%	–	–
Loveless Wealth Management LLC	9,099	$2.15M	1.42%	–	–
Samlyn Capital, LLC	9,084	$2.14M	0.03%	–	–
Gilbert & Cook, Inc.	9,081	$2.14M	0.42%	–	–
Signature Wealth Management Partners, LLC	9,068	$2.14M	2.05%	–	–
Alterity Financial Group, LLC	6,909	$2.13M	2.60%	–	–
Ellis Investment Partners, LLC	9,012	$2.13M	0.59%	–	–
Ibex Investors LLC	9,005	$2.12M	0.81%	–	–
Oliver Luxxe Assets LLC	8,978	$2.12M	0.63%	–	–
Landaas & Co	8,967	$2.11M	1.26%	–	–
Advisory Alpha, LLC	8,944	$2.11M	0.21%	–	–
Pointe Capital Management LLC	8,947	$2.11M	1.49%	–	–
Morris Retirement Advisors, LLC	8,883	$2.09M	1.97%	–	–
Cowen Prime Services LLC	8,875	$2.09M	0.79%	–	–
Mezzasalma Advisors, LLC	8,857	$2.09M	1.34%	–	–
Smith Anglin Financial, LLC	8,803	$2.08M	0.45%	–	–
Ridgecrest Wealth Partners, LLC	8,790	$2.07M	1.98%	–	–
Requisite Capital Management, LLC	8,779	$2.07M	0.48%	–	–
Abacus Wealth Partners, LLC	8,773	$2.07M	1.47%	–	–
Nottingham Advisors, Inc.	8,760	$2.06M	0.23%	–	–
Vista Wealth Management Group, LLC	8,752	$2.06M	0.92%	–	–