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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $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 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Burt Wealth Advisors | 12,015 | $3.25M | 1.18% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 12,027 | $3.26M | 1.69% | −1,386−10.3% | Reduced |
| Gray Wealth Management Inc. | 12,042 | $3.26M | 1.88% | +461+4.0% | Added |
| Ridgecrest Wealth Partners, LLC | 12,040 | $3.26M | 2.04% | +3,250+37.0% | Added |
| Zeit Capital LLC | 12,070 | $3.27M | 2.79% | −413−3.3% | Reduced |
| Hudock, Inc. | 12,123 | $3.28M | 0.98% | +38+0.3% | Added |
| Bay Rivers Group | 12,141 | $3.29M | 2.33% | +40.0% | Added |
| Front Street Capital Management, Inc. | 12,146 | $3.29M | 0.60% | −1,659−12.0% | Reduced |
| 17 Capital Partners, LLC | 12,168 | $3.30M | 3.06% | +12,168 | New |
| LBMC Investment Advisors, LLC | 12,189 | $3.30M | 0.31% | +1,612+15.2% | Added |
| Zhang Financial LLC | 12,196 | $3.30M | 0.81% | +1,129+10.2% | Added |
| SkyView Investment Advisors, LLC | 14,041 | $3.31M | 1.54% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 12,218 | $3.31M | 1.21% | −8−0.1% | Reduced |
| Semmax Financial Advisors Inc. | 12,298 | $3.33M | 1.06% | +252+2.1% | Added |
| ELCO Management Co., LLC | 12,355 | $3.35M | 2.48% | +1,024+9.0% | Added |
| Beirne Wealth Consulting Services, LLC | 12,414 | $3.36M | 1.85% | +493+4.1% | Added |
| McAdam, LLC | 11,741 | $3.36M | 0.38% | +7,249+161.4% | Added |
| Lokken Investment Group LLC | 12,438 | $3.37M | 2.74% | +543+4.6% | Added |
| Granger Management LLC | 12,444 | $3.37M | 0.68% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 12,445 | $3.37M | 1.77% | −224−1.8% | Reduced |
| Ifrah Financial Services, Inc. | 12,488 | $3.38M | 0.97% | −390−3.0% | Reduced |
| Barr E S & Co | 12,494 | $3.38M | 0.24% | +973+8.4% | Added |
| WealthTrust Asset Management, LLC | 12,501 | $3.39M | 2.94% | +12,501 | New |
| Blue Square Asset Management, LLC | 12,503 | $3.39M | 2.08% | +626+5.3% | Added |
| Capital Advisors, Ltd. LLC | 12,513 | $3.39M | 0.61% | −60−0.5% | Reduced |
| Gemmer Asset Management LLC | 12,525 | $3.39M | 0.47% | +184+1.5% | Added |
| Palumbo Wealth Management LLC | 12,579 | $3.41M | 2.29% | −16−0.1% | Reduced |
| New World Advisors LLC | 12,579 | $3.41M | 2.29% | +6,326+101.2% | Added |
| Stony Point Wealth Management Inc. | 12,592 | $3.41M | 2.21% | +80+0.6% | Added |
| Magnolia Capital Advisors LLC | 12,657 | $3.43M | 1.52% | +12,657 | New |
| Tributary Capital Management, LLC | 12,675 | $3.43M | 0.26% | −370−2.8% | Reduced |
| HHM Wealth Advisors, LLC | 12,692 | $3.44M | 0.93% | +395+3.2% | Added |
| Wealthquest Corp | 12,710 | $3.44M | 0.59% | +218+1.7% | Added |
| Altman Advisors, Inc. | 11,948 | $3.44M | 1.95% | +553+4.9% | Added |
| Fma Advisory Inc | 12,744 | $3.45M | 1.28% | −420−3.2% | Reduced |
| Investors Research Corp | 12,768 | $3.46M | 1.20% | +50+0.4% | Added |
| BIT Capital GmbH | 12,780 | $3.46M | 0.20% | −5,026−28.2% | Reduced |
| Intercontinental Wealth Advisors, LLC | 12,856 | $3.48M | 0.69% | +1,703+15.3% | Added |
| Alpine Woods Capital Investors, LLC | 12,860 | $3.48M | 0.36% | +138+1.1% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 12,862 | $3.48M | 0.95% | +3,095+31.7% | Added |
| Clear Street Markets LLC | 12,885 | $3.49M | 0.74% | −7,015−35.3% | Reduced |
| Claraphi Advisory Network, LLC | 12,897 | $3.49M | 1.05% | −1,274−9.0% | Reduced |
| Quad-Cities Investment Group, LLC | 12,907 | $3.50M | 2.38% | −270−2.0% | Reduced |
| Tectonic Advisors LLC | 12,920 | $3.50M | 0.72% | −1,026−7.4% | Reduced |
| Disciplined Investments, LLC | 12,939 | $3.50M | 1.80% | −20.0% | Reduced |
| Menard Financial Group LLC | 12,949 | $3.51M | 3.32% | −410−3.1% | Reduced |
| St. Clair Advisors, LLC | 12,963 | $3.51M | 2.63% | +603+4.9% | Added |
| TFC Financial Management | 12,969 | $3.51M | 1.20% | −217−1.6% | Reduced |
| Proffitt & Goodson Inc | 12,971 | $3.51M | 0.64% | −199−1.5% | Reduced |
| Arbor Wealth Management, LLC | 12,973 | $3.51M | 0.87% | +1,604+14.1% | Added |
| Prentice Wealth Management LLC | 12,976 | $3.52M | 1.80% | +246+1.9% | Added |
| Sage Mountain Advisors LLC | 12,989 | $3.52M | 0.58% | +2,904+28.8% | Added |
| Paradigm Financial Advisors, LLC | 12,996 | $3.52M | 0.78% | −27−0.2% | Reduced |
| Peddock Capital Advisors, LLC | 12,357 | $3.52M | 1.23% | +189+1.6% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 13,000 | $3.52M | 1.80% | −2,900−18.2% | Reduced |
| Vivaldi Capital Management, LLC | 12,045 | $3.53M | 0.71% | −1,238−9.3% | Reduced |
| Jeppson Wealth Management, LLC | 13,034 | $3.53M | 1.93% | +50.0% | Added |
| Hubbell Strickland Wealth Management, LLC | 13,071 | $3.54M | 2.13% | −74−0.6% | Reduced |
| Royal Harbor Partners, LLC | 13,077 | $3.54M | 2.36% | +469+3.7% | Added |
| Private Portfolio Partners LLC | 13,095 | $3.55M | 1.03% | +1,451+12.5% | Added |
| E&G Advisors, LP | 0 | $3.56M | 0.96% | −12,933−100.0% | Reduced |
| Austin Private Wealth, LLC | 13,122 | $3.56M | 0.82% | +595+4.7% | Added |
| First Business Financial Services, Inc. | 13,124 | $3.56M | 0.42% | +1,224+10.3% | Added |
| First Pacific Financial | 13,130 | $3.56M | 1.96% | +535+4.2% | Added |
| ICONIQ Capital, LLC | 13,152 | $3.56M | 0.02% | 00.0% | Unchanged |
| Fusion Capital, LLC | 13,156 | $3.56M | 2.14% | +845+6.9% | Added |
| Rational Advisors LLC | 13,187 | $3.57M | 0.42% | −142−1.1% | Reduced |
| CORDA Investment Management, LLC. | 13,230 | $3.58M | 0.31% | +339+2.6% | Added |
| Orion Capital Management LLC | 13,235 | $3.58M | 2.23% | +40+0.3% | Added |
| Curated Wealth Partners LLC | 13,257 | $3.59M | 1.95% | −155−1.2% | Reduced |
| Cribstone Capital Management, LLC | 13,256 | $3.59M | 2.18% | +212+1.6% | Added |
| Schulhoff & Co Inc | 13,284 | $3.60M | 1.59% | −490−3.6% | Reduced |
| Cascade Investment Advisors, Inc. | 13,283 | $3.60M | 2.27% | −726−5.2% | Reduced |
| Pinnacle Holdings, LLC | 13,318 | $3.61M | 1.66% | −69−0.5% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 13,340 | $3.61M | 2.28% | 00.0% | Unchanged |
| KLK Capital Management LLC | 13,350 | $3.62M | 3.11% | +13,350 | New |
| Newbridge Financial Services Group, Inc. | 13,356 | $3.62M | 2.22% | +1,017+8.2% | Added |
| Archer Investment Corp | 13,371 | $3.62M | 1.43% | −407−3.0% | Reduced |
| Bramshill Investments, LLC | 13,395 | $3.63M | 0.28% | −21−0.2% | Reduced |
| Berkeley Capital Partners, LLC | 13,403 | $3.63M | 1.62% | −90−0.7% | Reduced |
| Bridgecreek Investment Management, LLC | 13,433 | $3.64M | 0.53% | +108+0.8% | Added |
| Weaver Consulting Group | 13,448 | $3.64M | 2.05% | +76+0.6% | Added |
| First Heartland Consultants, Inc. | 13,460 | $3.65M | 0.55% | +370+2.8% | Added |
| REDW Wealth LLC | 13,462 | $3.65M | 1.15% | −406−2.9% | Reduced |
| New Jersey Better Educational Savings Trust | 13,464 | $3.65M | 7.29% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 13,480 | $3.65M | 2.05% | +3,740+38.4% | Added |
| Glynn Capital Management LLC | 13,536 | $3.67M | 0.34% | 00.0% | Unchanged |
| Unison Asset Management LLC | 13,541 | $3.67M | 3.20% | −10.0% | Reduced |
| Game Plan Financial Advisors, LLC | 13,563 | $3.67M | 2.19% | +1,179+9.5% | Added |
| DAGCO, Inc. | 13,594 | $3.68M | 1.64% | −184−1.3% | Reduced |
| Strategic Wealth Designers | 13,614 | $3.69M | 1.31% | +3,565+35.5% | Added |
| Summit Asset Management, LLC | 13,616 | $3.69M | 1.16% | +107+0.8% | Added |
| XML Financial, LLC | 13,622 | $3.69M | 0.81% | +227+1.7% | Added |
| PDS Planning, Inc | 13,628 | $3.69M | 0.90% | +2,156+18.8% | Added |
| Todd Asset Management LLC | 13,633 | $3.69M | 0.08% | −190−1.4% | Reduced |
| WNY Asset Management, LLC | 13,641 | $3.70M | 1.32% | +232+1.7% | Added |
| Norris Financial Group, LLC | 13,659 | $3.70M | 2.49% | −43−0.3% | Reduced |
| Breakline Capital LLC | 13,662 | $3.70M | 7.49% | −18,278−57.2% | Reduced |
| Clean Yield Group | 13,666 | $3.70M | 1.37% | +163+1.2% | Added |
| Jordan Park Group LLC | 13,664 | $3.70M | 0.21% | +5,969+77.6% | Added |