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 |
|---|---|---|---|---|---|
| South Shore Capital Advisors | 13,724 | $3.72M | 6.69% | −9,630−41.2% | Reduced |
| Aurora Private Wealth, Inc. | 13,748 | $3.72M | 1.49% | +1,389+11.2% | Added |
| Nicholas Investment Partners, LP | 13,759 | $3.73M | 0.23% | +7,057+105.3% | Added |
| Cox Capital Mgt LLC | 13,786 | $3.73M | 2.50% | +571+4.3% | Added |
| Brendel Financial Advisors LLC | 13,790 | $3.74M | 2.06% | −71−0.5% | Reduced |
| Silver Lake Advisory, LLC | 13,040 | $3.74M | 1.79% | −30−0.2% | Reduced |
| Veracity Capital LLC | 13,823 | $3.75M | 0.88% | −1,130−7.6% | Reduced |
| Perpetual Investment Management Ltd | 13,885 | $3.76M | 0.53% | −3,265−19.0% | Reduced |
| HMS Capital Management, LLC | 13,900 | $3.77M | 1.70% | +2,496+21.9% | Added |
| Wealth Advisory Solutions, LLC | 13,909 | $3.77M | 0.89% | −29,872−68.2% | Reduced |
| Norway Savings Bank | 13,927 | $3.77M | 1.84% | +390+2.9% | Added |
| Hemington Wealth Management | 13,934 | $3.77M | 1.61% | −434−3.0% | Reduced |
| Cornerstone Investment Partners, LLC | 14,008 | $3.79M | 0.20% | 00.0% | Unchanged |
| United Services Automobile Association | 14,011 | $3.80M | 0.07% | −7,382−34.5% | Reduced |
| Algert Global LLC | 14,047 | $3.81M | 1.28% | +83+0.6% | Added |
| New England Research & Management, Inc. | 14,050 | $3.81M | 1.97% | 00.0% | Unchanged |
| Retirement Capital Strategies | 14,060 | $3.81M | 1.45% | −80−0.6% | Reduced |
| American State Bank (Iowa) | 14,082 | $3.81M | 2.98% | −183−1.3% | Reduced |
| Modus Advisors, LLC | 14,092 | $3.82M | 1.61% | +397+2.9% | Added |
| Signature Wealth Management Group | 14,105 | $3.82M | 2.13% | +651+4.8% | Added |
| Wealth Architects, LLC | 14,127 | $3.83M | 0.75% | +511+3.8% | Added |
| Bigelow Investment Advisors, LLC | 14,134 | $3.83M | 1.86% | +35+0.2% | Added |
| McLean Asset Management Corp | 13,657 | $3.83M | 1.71% | +110+0.8% | Added |
| Arbor Trust Wealth Advisors, LLC | 14,173 | $3.84M | 2.41% | −165−1.2% | Reduced |
| Copeland Capital Management, LLC | 14,177 | $3.84M | 0.12% | −215−1.5% | Reduced |
| Walleye Capital LLC | 14,194 | $3.85M | 0.14% | +14,194 | New |
| Capstone Financial Advisors, Inc. | 14,199 | $3.85M | 0.30% | +251+1.8% | Added |
| Cim, LLC | 13,319 | $3.85M | 0.63% | +578+4.5% | Added |
| Corsicana & Co. | 14,258 | $3.86M | 2.44% | +14,258 | New |
| Wunderlich Capital Managemnt | 4,416 | $3.86M | 1.96% | −13,264−75.0% | Reduced |
| Magnus Financial Group LLC | 14,314 | $3.88M | 0.85% | +435+3.1% | Added |
| Mountain Pacific Investment Advisers Inc | 14,319 | $3.88M | 0.24% | −614−4.1% | Reduced |
| JSF Financial, LLC | 14,335 | $3.88M | 2.29% | +744+5.5% | Added |
| Deseret Mutual Benefit Administrators | 14,334 | $3.88M | 0.94% | +14,334 | New |
| Element Pointe Advisors, LLC | 13,827 | $3.89M | 1.18% | +2,605+23.2% | Added |
| Coastal Bridge Advisors, LLC | 14,377 | $3.90M | 0.80% | +2,241+18.5% | Added |
| Pflug Koory, LLC | 14,419 | $3.91M | 2.05% | +215+1.5% | Added |
| BSW Wealth Partners | 14,417 | $3.91M | 1.07% | +1,516+11.8% | Added |
| Monte Financial Group, LLC | 14,423 | $3.91M | 2.23% | −394−2.7% | Reduced |
| Ellsworth Advisors, LLC | 14,438 | $3.91M | 1.91% | +11,974+486.0% | Added |
| Bond & Devick Financial Network, Inc. | 14,440 | $3.91M | 3.23% | −50−0.3% | Reduced |
| UMA Financial Services, Inc. | 13,676 | $3.91M | 1.12% | +26+0.2% | Added |
| Sanders Morris Harris LLC | 14,243 | $3.92M | 0.76% | +100+0.7% | Added |
| Prudent Man Advisors, LLC | 14,480 | $3.92M | 1.51% | +127+0.9% | Added |
| Heritage Wealth Management, LLC | 14,497 | $3.93M | 1.49% | +489+3.5% | Added |
| Ardsley Advisory Partners LP | 14,500 | $3.93M | 0.66% | −60,500−80.7% | Reduced |
| Acropolis Investment Management, LLC | 14,504 | $3.93M | 0.38% | +332+2.3% | Added |
| Northeast Financial Group, Inc. | 14,580 | $3.95M | 2.58% | −760−5.0% | Reduced |
| Bender Robert & Associates | 14,581 | $3.95M | 1.12% | +1,811+14.2% | Added |
| Global Financial Private Client, LLC | 14,563 | $3.96M | 2.21% | +1,201+9.0% | Added |
| ICW Investment Advisors LLC | 14,653 | $3.97M | 2.59% | −221−1.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 14,657 | $3.97M | 1.63% | +216+1.5% | Added |
| Invst, LLC | 14,162 | $3.98M | 0.65% | −110−0.8% | Reduced |
| LexAurum Advisors, LLC | 14,679 | $3.98M | 1.18% | +2,444+20.0% | Added |
| Hayden Royal, LLC | 14,690 | $3.98M | 2.19% | +387+2.7% | Added |
| Stanley Capital Management, LLC | 14,695 | $3.98M | 1.51% | −800−5.2% | Reduced |
| Apriem Advisors | 14,707 | $3.98M | 0.59% | +540+3.8% | Added |
| Bennett Selby Investments LP | 14,734 | $3.99M | 2.70% | +864+6.2% | Added |
| Garrison Bradford & Associates Inc | 14,742 | $3.99M | 4.15% | +442+3.1% | Added |
| Cypress Wealth Services, LLC | 14,750 | $4.00M | 1.09% | −13,878−48.5% | Reduced |
| Truadvice, LLC | 13,957 | $4.00M | 0.87% | +3,163+29.3% | Added |
| WT Wealth Management | 14,780 | $4.00M | 1.62% | +997+7.2% | Added |
| Argent Advisors, Inc. | 14,800 | $4.01M | 2.44% | +275+1.9% | Added |
| David Loasby | 14,810 | $4.01M | 0.52% | +975+7.0% | Added |
| Connecticut Wealth Management, LLC | 14,842 | $4.02M | 0.35% | −5,654−27.6% | Reduced |
| Main Street Financial Solutions, LLC | 14,841 | $4.02M | 0.65% | +933+6.7% | Added |
| Teza Capital Management LLC | 14,865 | $4.03M | 0.65% | −8,513−36.4% | Reduced |
| Meridian Financial Partners LLC | 14,422 | $4.03M | 2.75% | +404+2.9% | Added |
| Community Capital Management, Inc. | 14,900 | $4.04M | 4.09% | −1,100−6.9% | Reduced |
| LifeSteps Financial, Inc. | 14,951 | $4.05M | 3.11% | +879+6.2% | Added |
| Acorn Wealth Advisors, LLC | 14,957 | $4.05M | 2.80% | −70.0% | Reduced |
| Balentine LLC | 14,988 | $4.06M | 0.16% | −4,413−22.7% | Reduced |
| Prospect Capital Advisors, LLC | 15,000 | $4.06M | 1.51% | −10,575−41.3% | Reduced |
| Aberdeen Wealth Management LLC | 15,049 | $4.08M | 3.76% | −39−0.3% | Reduced |
| Financial Management Network Inc | 14,696 | $4.08M | 2.08% | −251−1.7% | Reduced |
| AGF Investments LLC | 15,092 | $4.09M | 0.42% | −299−1.9% | Reduced |
| Sage Rhino Capital LLC | 15,098 | $4.09M | 1.21% | +1,163+8.3% | Added |
| Independence Bank of Kentucky | 15,122 | $4.10M | 1.82% | +805+5.6% | Added |
| Game Creek Capital, LP | 15,125 | $4.10M | 2.21% | +4,600+43.7% | Added |
| Dempze Nancy E | 15,145 | $4.10M | 3.46% | −1,316−8.0% | Reduced |
| Mountain Capital Investment Advisors, Inc | 14,824 | $4.11M | 1.90% | −318−2.1% | Reduced |
| Foster Group, Inc. | 15,182 | $4.11M | 0.47% | +59+0.4% | Added |
| Summit Financial, LLC | 15,213 | $4.12M | 0.41% | +13,322+704.5% | Added |
| Allegheny Financial Group LTD | 15,220 | $4.12M | 1.87% | +952+6.7% | Added |
| Freedom Day Solutions, LLC | 15,236 | $4.13M | 1.97% | −786−4.9% | Reduced |
| Domani Wealth, LLC | 15,250 | $4.13M | 0.83% | −3,491−18.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 15,269 | $4.14M | 2.01% | −247−1.6% | Reduced |
| Laffer Tengler Investments | 15,318 | $4.15M | 1.56% | −5,086−24.9% | Reduced |
| Blue Zone Wealth Advisors, LLC | 15,342 | $4.16M | 1.56% | +198+1.3% | Added |
| West Oak Capital, LLC | 15,346 | $4.16M | 1.64% | −93−0.6% | Reduced |
| Sittner & Nelson, LLC | 15,345 | $4.16M | 2.93% | −50−0.3% | Reduced |
| Financial Consulate, Inc | 15,361 | $4.16M | 1.50% | −60.0% | Reduced |
| Financial Consulate Inc. | 15,361 | $4.16M | 1.50% | +15,361 | New |
| Addison Capital Co | 15,363 | $4.16M | 2.03% | +3,036+24.6% | Added |
| Red Cedar Investment Management, LLC | 15,371 | $4.16M | 0.55% | 00.0% | Unchanged |
| Rock Creek Group, LP | 15,390 | $4.17M | 0.62% | +4,159+37.0% | Added |
| Ashford Capital Management Inc | 15,417 | $4.18M | 0.38% | −8−0.1% | Reduced |
| Shoker Investment Counsel, Inc. | 15,452 | $4.19M | 2.09% | −14−0.1% | Reduced |
| KCS Wealth Advisory | 15,474 | $4.19M | 1.97% | +1,776+13.0% | Added |
| Southeast Asset Advisors Inc. | 15,478 | $4.19M | 0.69% | −771−4.7% | Reduced |