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; 6,248 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, Q2 2021
Institutional positions in Microsoft Corp as of Jun 30, 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
- 3,989
- +39 vs. Q1 2021
- Shares held
- 5.29B
- −8.76M (−0.2%) vs. Q1 2021
- Total value
- $1.43T
- +$185.8B (+14.9%) vs. Q1 2021
- New holders
- 133
- 1,807 more added
- Sold out
- 94
- 1,718 more reduced
55 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,248 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $1.77T |
| Q3 2021 | 4,035 | $1.49T |
| Q2 2021 | 3,989 | $1.43T |
| Q1 2021 | 4,005 | $1.26T |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| University of Notre Dame du Lac | 8,723 | $2.36M | 6.87% | −100,751−92.0% | Reduced |
| Criteria Caixa, S.A.U. | 8,750 | $2.37M | 0.35% | +4,750+118.8% | Added |
| Tortoise Investment Management, LLC | 8,753 | $2.37M | 0.49% | +164+1.9% | Added |
| Clark Financial Advisors | 8,760 | $2.37M | 2.31% | +21+0.2% | Added |
| Towercrest Capital Management | 8,808 | $2.39M | 0.46% | +138+1.6% | Added |
| Lavaca Capital LLC | 8,838 | $2.39M | 1.23% | +498+6.0% | Added |
| Ellis Investment Partners, LLC | 8,842 | $2.40M | 0.61% | −170−1.9% | Reduced |
| Gilman Hill Asset Management, LLC | 8,868 | $2.40M | 0.62% | +579+7.0% | Added |
| Cowen Prime Services LLC | 8,875 | $2.40M | 0.87% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 8,875 | $2.40M | 0.87% | +8,875 | New |
| Mezzasalma Advisors, LLC | 8,891 | $2.41M | 1.33% | +34+0.4% | Added |
| Horizon Kinetics Asset Management LLC | 8,893 | $2.41M | 0.05% | −400−4.3% | Reduced |
| Alliance Wealth Advisors, LLC | 8,892 | $2.41M | 2.17% | +175+2.0% | Added |
| O'Brien Greene & Co. Inc | 8,917 | $2.42M | 0.86% | +1,122+14.4% | Added |
| Oliver Luxxe Assets LLC | 8,933 | $2.42M | 0.66% | −45−0.5% | Reduced |
| Advisory Alpha, LLC | 8,943 | $2.42M | 0.20% | −10.0% | Reduced |
| Landaas & Co | 8,967 | $2.43M | 1.36% | 00.0% | Unchanged |
| KWB Wealth | 10,313 | $2.43M | 0.47% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 8,993 | $2.44M | 0.47% | +190+2.2% | Added |
| Vista Wealth Management Group, LLC | 9,034 | $2.45M | 0.57% | +282+3.2% | Added |
| Regal Wealth Group, Inc. | 9,036 | $2.45M | 1.45% | −905−9.1% | Reduced |
| Signature Wealth Management Partners, LLC | 9,068 | $2.46M | 2.23% | 00.0% | Unchanged |
| HT Partners LLC | 9,097 | $2.46M | 0.76% | −60−0.7% | Reduced |
| Mosaic Family Wealth, LLC | 9,102 | $2.47M | 0.71% | −237−2.5% | Reduced |
| Bernzott Capital Advisors | 9,112 | $2.47M | 0.21% | −1,390−13.2% | Reduced |
| Heron Financial Group, LLC | 9,141 | $2.48M | 1.41% | −404−4.2% | Reduced |
| Grace & White Inc | 9,150 | $2.48M | 0.45% | 00.0% | Unchanged |
| Autus Asset Management, LLC | 9,162 | $2.48M | 0.27% | −194−2.1% | Reduced |
| Sloy Dahl & Holst, LLC | 9,172 | $2.48M | 0.33% | −866−8.6% | Reduced |
| Indiana Trust & Investment Management CO | 11,204 | $2.49M | 1.37% | +315+2.9% | Added |
| Red Wave Investments LLC | 9,203 | $2.49M | 0.93% | +89+1.0% | Added |
| Provident Trust Co | 9,205 | $2.49M | 0.05% | −2,500−21.4% | Reduced |
| Sowa Financial Group, Inc. | 9,227 | $2.50M | 1.85% | −200−2.1% | Reduced |
| West Chester Capital Advisors, Inc | 9,239 | $2.50M | 1.95% | −71−0.8% | Reduced |
| Sterneck Capital Management, LLC | 8,792 | $2.52M | 1.56% | −1,320−13.1% | Reduced |
| Loveless Wealth Management LLC | 9,309 | $2.52M | 1.53% | +210+2.3% | Added |
| Merrion Investment Management Co, LLC | 9,316 | $2.52M | 1.91% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 9,360 | $2.54M | 1.16% | −88−0.9% | Reduced |
| ETF Managers Group, LLC | 9,368 | $2.54M | 0.04% | +69+0.7% | Added |
| Accretive Wealth Partners, LLC | 9,393 | $2.54M | 1.83% | +1,771+23.2% | Added |
| TSFG, LLC | 9,413 | $2.55M | 1.03% | +121+1.3% | Added |
| Flaharty Asset Management, LLC | 9,420 | $2.55M | 0.55% | −10−0.1% | Reduced |
| Omnia Family Wealth, LLC | 9,430 | $2.55M | 1.63% | −30.0% | Reduced |
| BT Wealth Management LLC | 9,473 | $2.57M | 0.78% | −4,186−30.6% | Reduced |
| VERITY Wealth Advisors | 9,476 | $2.57M | 2.33% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 9,555 | $2.59M | 1.60% | 00.0% | Unchanged |
| Doheny Asset Management | 9,564 | $2.59M | 1.67% | −50−0.5% | Reduced |
| Redmond Asset Management, LLC | 9,573 | $2.59M | 0.76% | +312+3.4% | Added |
| Harbor Advisory Corp | 9,579 | $2.60M | 1.17% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 9,583 | $2.60M | 1.24% | +296+3.2% | Added |
| Alera Investment Advisors, LLC | 9,679 | $2.60M | 0.78% | +82+0.9% | Added |
| Vantage Financial Partners Ltd., Inc. | 9,605 | $2.60M | 1.45% | +1,625+20.4% | Added |
| TMD Wealth Management, LLC | 9,626 | $2.61M | 1.14% | −1,871−16.3% | Reduced |
| Titus Wealth Management | 9,625 | $2.61M | 1.41% | +52+0.5% | Added |
| MJP Associates Inc | 9,660 | $2.62M | 0.89% | +246+2.6% | Added |
| Oak Family Advisors, LLC | 9,679 | $2.62M | 1.57% | +154+1.6% | Added |
| Access Financial Services, Inc. | 9,711 | $2.63M | 1.22% | −328−3.3% | Reduced |
| Adams Wealth Management | 9,750 | $2.64M | 1.13% | −224−2.2% | Reduced |
| NWK Group, Inc. | 9,772 | $2.65M | 1.06% | −200−2.0% | Reduced |
| Everhart Financial Group, Inc. | 9,787 | $2.65M | 1.82% | +5,950+155.1% | Added |
| blooom, inc. | 9,790 | $2.65M | 1.99% | −131−1.3% | Reduced |
| AlphaStar Capital Management, LLC | 9,821 | $2.66M | 0.34% | +1,134+13.1% | Added |
| Rbo & Co LLC | 9,835 | $2.66M | 0.47% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 9,849 | $2.67M | 0.77% | −658−6.3% | Reduced |
| Waddell & Associates, LLC | 9,857 | $2.67M | 0.46% | +9,857 | New |
| Abacus Wealth Partners, LLC | 9,867 | $2.67M | 1.05% | +1,094+12.5% | Added |
| Garner Asset Management Corp | 9,875 | $2.67M | 1.29% | +14+0.1% | Added |
| Orrstown Financial Services Inc | 9,854 | $2.68M | 3.87% | −1,769−15.2% | Reduced |
| Bouchey Financial Group Ltd | 9,882 | $2.68M | 0.43% | −510−4.9% | Reduced |
| Gould Asset Management LLC | 9,884 | $2.68M | 0.76% | +180+1.9% | Added |
| WealthBridge Investment Counsel Inc. | 9,907 | $2.68M | 1.19% | +1,957+24.6% | Added |
| Shay Capital LLC | 9,912 | $2.69M | 0.64% | +5,802+141.2% | Added |
| Private Capital Management LLC | 9,974 | $2.70M | 1.24% | +263+2.7% | Added |
| Lumbard & Kellner, LLC | 9,989 | $2.71M | 1.05% | −40.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 10,021 | $2.71M | 0.61% | −1,208−10.8% | Reduced |
| Clearview Wealth Advisors LLC | 10,033 | $2.72M | 1.68% | −182−1.8% | Reduced |
| Sandhill Capital Partners LLC | 10,095 | $2.73M | 0.21% | +543+5.7% | Added |
| Nottingham Advisors, Inc. | 10,104 | $2.74M | 0.31% | +1,344+15.3% | Added |
| HITE Hedge Asset Management LLC | 10,112 | $2.74M | 0.39% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 10,122 | $2.74M | 1.94% | −406−3.9% | Reduced |
| Paradigm Asset Management Co LLC | 10,125 | $2.74M | 0.70% | −700−6.5% | Reduced |
| Diker Management LLC | 10,139 | $2.75M | 1.21% | 00.0% | Unchanged |
| Ibex Investors LLC | 10,152 | $2.75M | 1.67% | +1,147+12.7% | Added |
| Prostatis Group LLC | 10,153 | $2.75M | 1.88% | +1,763+21.0% | Added |
| Arvest Bank Trust Division | 10,182 | $2.76M | 0.15% | −424−4.0% | Reduced |
| Accurate Wealth Management, LLC | 10,191 | $2.76M | 2.43% | +10,191 | New |
| Delta Capital Management LLC | 10,220 | $2.77M | 1.71% | −70−0.7% | Reduced |
| Verus Financial Partners, Inc. | 9,928 | $2.77M | 0.42% | −85−0.8% | Reduced |
| St. Johns Investment Management Company, LLC | 10,249 | $2.78M | 1.51% | −249−2.4% | Reduced |
| Renasant Bank | 10,270 | $2.78M | 2.11% | −1,933−15.8% | Reduced |
| Prentiss Smith & Co Inc | 10,276 | $2.78M | 1.34% | −1,000−8.9% | Reduced |
| Iron Financial, LLC | 10,285 | $2.79M | 1.30% | −56−0.5% | Reduced |
| Great Point Wealth Advisors, LLC | 10,311 | $2.79M | 0.97% | −291−2.7% | Reduced |
| Guild Investment Management, Inc. | 10,315 | $2.79M | 2.71% | +42+0.4% | Added |
| Ativo Capital Management LLC | 10,319 | $2.79M | 1.19% | −1,396−11.9% | Reduced |
| Oxford Financial Group Ltd | 10,339 | $2.80M | 0.38% | −1,652−13.8% | Reduced |
| Colrain Capital LLC | 10,345 | $2.80M | 5.31% | −13,054−55.8% | Reduced |
| Nellore Capital Management LLC | 10,350 | $2.80M | 0.89% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 10,370 | $2.81M | 1.84% | +2,099+25.4% | Added |
| MA Private Wealth | 10,384 | $2.81M | 0.56% | −2,303−18.2% | Reduced |