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 |
|---|---|---|---|---|---|
| Legacy Bridge, LLC | 10,393 | $2.81M | 1.59% | −85−0.8% | Reduced |
| Ballast, Inc. | 10,502 | $2.84M | 1.20% | −38−0.4% | Reduced |
| Affinity Capital Advisors, LLC | 10,503 | $2.85M | 0.96% | +2,062+24.4% | Added |
| Cloverfields Capital Group, LP | 10,504 | $2.85M | 0.83% | +2,209+26.6% | Added |
| Fiduciary Planning LLC | 10,518 | $2.85M | 2.46% | −4,410−29.5% | Reduced |
| One + One Wealth Management, LLC | 10,516 | $2.85M | 1.97% | −1,457−12.2% | Reduced |
| Hexagon Capital Partners LLC | 10,555 | $2.86M | 0.80% | −321−3.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 10,574 | $2.86M | 0.91% | +439+4.3% | Added |
| QP Wealth Management, LLC | 10,580 | $2.87M | 2.93% | −512−4.6% | Reduced |
| East Coast Asset Management, LLC. | 10,579 | $2.87M | 0.67% | +235+2.3% | Added |
| Samalin Investment Counsel, LLC | 10,594 | $2.87M | 1.86% | +176+1.7% | Added |
| Grand Central Investment Group | 10,607 | $2.87M | 2.56% | −37−0.3% | Reduced |
| KC Investment Advisors, LLC | 10,607 | $2.87M | 2.31% | +993+10.3% | Added |
| Neumann Capital Management, LLC | 10,617 | $2.88M | 1.29% | −277−2.5% | Reduced |
| Ahrens Investment Partners LLC | 10,619 | $2.88M | 1.33% | +517+5.1% | Added |
| Tarbox Family Office, Inc. | 10,628 | $2.88M | 0.51% | +1,059+11.1% | Added |
| Smith Shellnut Wilson LLC | 10,651 | $2.88M | 1.68% | 00.0% | Unchanged |
| Ballast Advisors LLC | 10,653 | $2.89M | 1.22% | +138+1.3% | Added |
| BigSur Wealth Management LLC | 10,701 | $2.90M | 1.31% | +755+7.6% | Added |
| Verity Asset Management, Inc. | 10,706 | $2.90M | 1.59% | +1,158+12.1% | Added |
| Palisades Hudson Asset Management, L.P. | 10,735 | $2.91M | 1.30% | +36+0.3% | Added |
| Eidelman Virant Capital | 10,748 | $2.91M | 1.13% | −3,000−21.8% | Reduced |
| Frank, Rimerman Advisors LLC | 10,739 | $2.91M | 1.14% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 10,769 | $2.92M | 2.06% | +756+7.6% | Added |
| Alhambra Investment Partners LLC | 10,808 | $2.93M | 2.20% | −175−1.6% | Reduced |
| Investors Financial Group, LLC | 10,820 | $2.93M | 1.57% | +32+0.3% | Added |
| Sustainable Insight Capital Management, LLC | 10,837 | $2.94M | 1.74% | −5,482−33.6% | Reduced |
| G&S Capital LLC | 10,858 | $2.94M | 1.54% | −20.0% | Reduced |
| Atlas Private Wealth Advisors | 10,867 | $2.94M | 1.59% | −117−1.1% | Reduced |
| Altus Wealth Group LLC | 10,866 | $2.94M | 2.88% | +424+4.1% | Added |
| Eagle Bay Advisors LLC | 10,847 | $2.94M | 2.37% | +10,847 | New |
| Eos Focused Equity Management, L.P. | 10,874 | $2.95M | 2.52% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 10,886 | $2.95M | 1.29% | +7,858+259.5% | Added |
| 1776 Wealth LLC | 10,908 | $2.96M | 1.68% | +18+0.2% | Added |
| Seelaus Asset Management LLC | 10,922 | $2.96M | 1.73% | −1,109−9.2% | Reduced |
| Americana Partners, LLC | 11,158 | $2.97M | 1.51% | +1,133+11.3% | Added |
| Truvestments Capital LLC | 10,972 | $2.97M | 1.63% | −2,700−19.7% | Reduced |
| Arbor Investment Advisors, LLC | 10,980 | $2.97M | 0.63% | +26+0.2% | Added |
| Legacy Financial Group LLC | 11,012 | $2.98M | 0.90% | −1,837−14.3% | Reduced |
| Well Done, LLC | 11,014 | $2.98M | 0.66% | +39+0.4% | Added |
| Gilbert & Cook, Inc. | 11,015 | $2.98M | 0.54% | +1,934+21.3% | Added |
| Howard Financial Services, Ltd. | 11,037 | $2.99M | 1.17% | +167+1.5% | Added |
| Ocean Capital Management, LLC | 11,049 | $2.99M | 1.28% | +515+4.9% | Added |
| Centric Wealth Management | 11,087 | $3.00M | 1.04% | −2,453−18.1% | Reduced |
| Alesco Advisors LLC | 11,109 | $3.01M | 0.11% | −218−1.9% | Reduced |
| Old North State Trust, LLC | 11,117 | $3.01M | 2.28% | +628+6.0% | Added |
| Peoples Bank | 11,122 | $3.01M | 1.58% | −539−4.6% | Reduced |
| Dillon & Associates Inc | 11,128 | $3.02M | 0.59% | +273+2.5% | Added |
| Abundance Wealth Counselors | 11,152 | $3.02M | 0.78% | +1,828+19.6% | Added |
| Bluefin Capital Management, LLC | 11,159 | $3.02M | 0.21% | −16,396−59.5% | Reduced |
| Monterey Private Wealth, Inc. | 11,175 | $3.03M | 1.74% | +1,120+11.1% | Added |
| Eads & Heald Wealth Management | 11,176 | $3.03M | 1.48% | −552−4.7% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 10,596 | $3.03M | 1.31% | −119−1.1% | Reduced |
| Riverview Trust Co | 11,254 | $3.05M | 3.22% | 00.0% | Unchanged |
| Atom Investors LP | 11,265 | $3.05M | 0.64% | +1,147+11.3% | Added |
| Gables Capital Management Inc. | 11,312 | $3.06M | 2.10% | −4,302−27.6% | Reduced |
| Sierra Capital LLC | 11,345 | $3.07M | 0.57% | −600−5.0% | Reduced |
| West Paces Advisors Inc. | 11,355 | $3.08M | 1.13% | −287−2.5% | Reduced |
| Colonial River Wealth Management, LLC | 11,358 | $3.08M | 2.20% | +18+0.2% | Added |
| Sofos Investments, Inc. | 10,407 | $3.08M | 1.42% | +855+9.0% | Added |
| Certified Advisory Corp | 11,373 | $3.08M | 0.77% | −16−0.1% | Reduced |
| Copperleaf Capital, LLC | 11,384 | $3.08M | 3.02% | −125−1.1% | Reduced |
| Kowal Investment Group, LLC | 11,405 | $3.09M | 1.11% | +4,784+72.3% | Added |
| Gsa Capital Partners LLP | 11,415 | $3.09M | 0.35% | +6,443+129.6% | Added |
| Simon Quick Advisors, LLC | 11,424 | $3.09M | 0.82% | −100−0.9% | Reduced |
| Ellevest, Inc. | 11,435 | $3.10M | 0.31% | +825+7.8% | Added |
| Allen Capital Group, LLC | 11,437 | $3.10M | 0.63% | +3,580+45.6% | Added |
| Gyroscope Capital Management Group, LLC | 11,453 | $3.10M | 1.09% | −88−0.8% | Reduced |
| Solstein Capital, LLC | 11,488 | $3.11M | 3.83% | +2,952+34.6% | Added |
| Sovarnum Capital L.P. | 11,500 | $3.12M | 1.96% | −1,500−11.5% | Reduced |
| Cacti Asset Management LLC | 11,755 | $3.12M | 0.26% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 11,508 | $3.12M | 0.32% | +2,388+26.2% | Added |
| Beacon Financial Advisory LLC | 11,537 | $3.13M | 1.68% | +73+0.6% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 11,555 | $3.13M | 1.15% | +611+5.6% | Added |
| Lineweaver Wealth Advisors, LLC | 11,560 | $3.13M | 1.03% | +874+8.2% | Added |
| Fluent Financial, LLC | 11,565 | $3.13M | 1.34% | −140−1.2% | Reduced |
| Financial Avengers, Inc. | 11,607 | $3.14M | 2.13% | +968+9.1% | Added |
| Day & Ennis, LLC | 11,619 | $3.15M | 1.09% | +581+5.3% | Added |
| Strategic Capital Advisers, Inc. | 11,630 | $3.15M | 2.60% | −557−4.6% | Reduced |
| Nikulski Financial, Inc. | 11,195 | $3.15M | 1.47% | +428+4.0% | Added |
| Lenox Wealth Advisors, LLC | 11,648 | $3.15M | 0.40% | +1,243+11.9% | Added |
| Pecaut & Co. | 11,655 | $3.16M | 2.06% | +130+1.1% | Added |
| Gradient Capital Advisors, LLC | 11,672 | $3.16M | 1.48% | +110+1.0% | Added |
| Ironwood Financial, llc | 11,696 | $3.17M | 0.95% | +42+0.4% | Added |
| Islay Capital Management, LLC | 11,719 | $3.17M | 2.57% | −808−6.5% | Reduced |
| Woodard & Co Asset Management Group Inc | 11,727 | $3.18M | 1.90% | +139+1.2% | Added |
| Fortem Financial Group, LLC | 11,743 | $3.18M | 1.61% | +880+8.1% | Added |
| Cahill Financial Advisors Inc | 11,760 | $3.19M | 0.72% | −733−5.9% | Reduced |
| Arabesque Asset Management Ltd | 11,797 | $3.20M | 1.36% | +10,653+931.2% | Added |
| Redwood Investment Management, LLC | 11,801 | $3.20M | 0.52% | −2,478−17.4% | Reduced |
| Covenant Partners, LLC | 11,802 | $3.20M | 1.21% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 11,810 | $3.20M | 1.16% | −379−3.1% | Reduced |
| BCJ Capital Management, LLC | 11,828 | $3.20M | 0.34% | −4,975−29.6% | Reduced |
| Rockbridge Investment Management, LCC | 11,835 | $3.21M | 0.54% | −38−0.3% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 11,847 | $3.21M | 0.88% | +47+0.4% | Added |
| Syntal Capital Partners, LLC | 11,849 | $3.21M | 1.13% | +6,146+107.8% | Added |
| Capital Financial Planning, LLC | 11,878 | $3.22M | 1.26% | +93+0.8% | Added |
| Phocas Financial Corp. | 11,925 | $3.23M | 0.41% | +2,355+24.6% | Added |
| Junson Asset Management (Hong Kong) Ltd | 12,000 | $3.25M | 1.30% | −25,000−67.6% | Reduced |
| Gitterman Wealth Management, LLC | 12,007 | $3.25M | 2.63% | +300+2.6% | Added |