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 |
|---|---|---|---|---|---|
| Total Clarity Wealth Management, Inc. | 15,487 | $4.20M | 2.34% | +1,660+12.0% | Added |
| Perkins Capital Management Inc | 15,493 | $4.20M | 2.38% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 15,505 | $4.20M | 0.78% | −627−3.9% | Reduced |
| Cozad Asset Management Inc | 15,535 | $4.21M | 0.66% | −1,820−10.5% | Reduced |
| Am Investment Strategies LLC | 15,565 | $4.22M | 1.08% | +2,523+19.3% | Added |
| Sax Wealth Advisors, LLC | 15,578 | $4.22M | 1.45% | −584−3.6% | Reduced |
| Capital Advantage, Inc. | 15,585 | $4.22M | 1.11% | −34−0.2% | Reduced |
| Carl P. Sherr & Co., LLC | 15,586 | $4.22M | 2.90% | +161+1.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,589 | $4.22M | 2.36% | −331−2.1% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 15,600 | $4.23M | 4.41% | +7,300+88.0% | Added |
| Aull & Monroe Investment Management Corp | 15,606 | $4.23M | 2.01% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 15,610 | $4.23M | 1.68% | −138−0.9% | Reduced |
| Alta Wealth Advisors LLC | 15,621 | $4.23M | 3.10% | −166−1.1% | Reduced |
| Demars Financial Group, LLC | 15,634 | $4.24M | 2.55% | +534+3.5% | Added |
| Armor Advisors, L.L.C. | 15,679 | $4.25M | 1.84% | −28,093−64.2% | Reduced |
| Spotlight Asset Group, Inc. | 15,705 | $4.25M | 1.64% | −82−0.5% | Reduced |
| Blackhawk Capital Partners LLC. | 18,062 | $4.26M | 2.88% | +656+3.8% | Added |
| Warren Averett Asset Management, LLC | 14,561 | $4.26M | 0.39% | +931+6.8% | Added |
| Ar Asset Management Inc | 15,750 | $4.27M | 1.19% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 15,768 | $4.27M | 3.84% | −3,167−16.7% | Reduced |
| JBJ Investment Partners, LLC | 15,770 | $4.27M | 0.88% | −500−3.1% | Reduced |
| Orser Capital Management, LLC | 15,796 | $4.28M | 2.25% | −68−0.4% | Reduced |
| Harvey Investment Co LLC | 15,843 | $4.29M | 0.57% | 00.0% | Unchanged |
| Courage Capital Management LLC | 15,861 | $4.30M | 2.58% | +8,361+111.5% | Added |
| Westshore Wealth, LLC | 15,877 | $4.30M | 2.21% | +367+2.4% | Added |
| Capital Advisors Wealth Management, LLC | 15,900 | $4.31M | 1.60% | +509+3.3% | Added |
| Investors Asset Management of Georgia Inc | 15,980 | $4.33M | 2.33% | −150−0.9% | Reduced |
| CVA Family Office, LLC | 15,993 | $4.33M | 1.23% | +5,364+50.5% | Added |
| Collective Family Office LLC | 16,018 | $4.34M | 1.85% | −598−3.6% | Reduced |
| Patron Partners Advisors, LLC | 16,043 | $4.35M | 3.27% | −1,638−9.3% | Reduced |
| MV Capital Management, Inc. | 16,065 | $4.35M | 0.74% | +2,194+15.8% | Added |
| Redhawk Wealth Advisors, Inc. | 16,086 | $4.36M | 0.97% | +146+0.9% | Added |
| MU Investments Co., Ltd. | 16,090 | $4.36M | 4.67% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 16,098 | $4.36M | 1.63% | −85−0.5% | Reduced |
| Red Spruce Capital, LLC | 16,110 | $4.36M | 2.58% | −42−0.3% | Reduced |
| Secure Asset Management, LLC | 16,115 | $4.37M | 2.21% | +1,081+7.2% | Added |
| Thomas White International Ltd | 16,140 | $4.37M | 0.60% | +861+5.6% | Added |
| Fortis Capital Management LLC | 16,146 | $4.37M | 2.26% | +41+0.3% | Added |
| CAMG Solamere Management, LLC | 16,162 | $4.38M | 3.78% | −3,403−17.4% | Reduced |
| Ssi Investment Management LLC | 16,168 | $4.38M | 0.28% | −64−0.4% | Reduced |
| Delphi Financial Group, Inc. | 16,200 | $4.39M | 1.20% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 16,201 | $4.39M | 1.27% | +1,216+8.1% | Added |
| Mitchell Sinkler & Starr | 16,218 | $4.39M | 4.00% | +400+2.5% | Added |
| Legacy Advisors, LLC | 16,235 | $4.40M | 1.79% | −341−2.1% | Reduced |
| Wedgewood Investors Inc | 16,233 | $4.40M | 5.54% | −300−1.8% | Reduced |
| Bienville Capital Management, LLC | 16,245 | $4.40M | 1.41% | +3,300+25.5% | Added |
| Terra Nova Asset Management LLC | 16,276 | $4.41M | 3.79% | −1,069−6.2% | Reduced |
| Vigilare Wealth Management | 16,311 | $4.42M | 2.68% | +774+5.0% | Added |
| Wolff Wiese Magana LLC | 16,367 | $4.43M | 3.16% | +471+3.0% | Added |
| Capital Insight Partners, LLC | 16,390 | $4.44M | 1.00% | −224−1.3% | Reduced |
| Shayne & Co., LLC | 16,398 | $4.44M | 2.49% | −155−0.9% | Reduced |
| SkyOak Wealth, LLC | 16,424 | $4.45M | 1.19% | +234+1.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 16,465 | $4.46M | 3.19% | +28+0.2% | Added |
| Fort Point Capital Partners LLC | 16,463 | $4.46M | 0.87% | +663+4.2% | Added |
| CoreFirst Bank & Trust | 16,476 | $4.46M | 3.04% | −90−0.5% | Reduced |
| Citadel Investment Advisory, Inc. | 16,484 | $4.47M | 2.76% | −355−2.1% | Reduced |
| tru Independence LLC | 16,493 | $4.47M | 1.32% | −12,711−43.5% | Reduced |
| MONECO Advisors, LLC | 16,501 | $4.47M | 2.06% | −2,770−14.4% | Reduced |
| Castleview Partners, LLC | 16,506 | $4.47M | 1.96% | +16,506 | New |
| Fiducient Advisors LLC | 16,511 | $4.47M | 1.39% | −1,100−6.2% | Reduced |
| GSB Wealth Management, LLC | 16,530 | $4.48M | 1.39% | +196+1.2% | Added |
| First National Bank of South Miami | 16,583 | $4.49M | 3.07% | +847+5.4% | Added |
| Watchman Group, Inc. | 16,591 | $4.50M | 2.62% | +310+1.9% | Added |
| Legacy Financial Advisors, Inc. | 16,622 | $4.50M | 1.14% | −195−1.2% | Reduced |
| Clarity Financial LLC | 16,630 | $4.50M | 0.87% | −19,996−54.6% | Reduced |
| Almanack Investment Partners, LLC. | 16,628 | $4.50M | 0.43% | −831−4.8% | Reduced |
| Concord Wealth Partners | 16,678 | $4.52M | 1.30% | +12+0.1% | Added |
| Newport Wealth Strategies, Inc. | 16,702 | $4.53M | 2.62% | −198−1.2% | Reduced |
| EPG Wealth Management LLC | 16,721 | $4.53M | 1.92% | +992+6.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 16,731 | $4.53M | 0.73% | +175+1.1% | Added |
| D.B. Root & Company, LLC | 16,737 | $4.53M | 1.69% | −308−1.8% | Reduced |
| KG&L Capital Management,LLC | 16,876 | $4.57M | 2.09% | +2,421+16.7% | Added |
| Global Trust Asset Management, LLC | 16,914 | $4.58M | 2.18% | +1,408+9.1% | Added |
| Advisory Research Inc | 16,953 | $4.59M | 0.30% | +561+3.4% | Added |
| Successful Portfolios LLC | 16,976 | $4.60M | 2.79% | +50+0.3% | Added |
| United Maritime Capital LLC | 17,000 | $4.61M | 3.49% | +800+4.9% | Added |
| Taylor Hoffman Wealth Management | 17,007 | $4.61M | 1.99% | +748+4.6% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 16,311 | $4.61M | 2.80% | −153−0.9% | Reduced |
| American Trust Investment Advisors, LLC | 17,044 | $4.62M | 2.48% | +401+2.4% | Added |
| Werlinich Asset Management, LLC | 17,046 | $4.62M | 3.73% | 00.0% | Unchanged |
| Intrua Financial, LLC | 16,092 | $4.62M | 1.10% | +496+3.2% | Added |
| Crystal Rock Capital Management | 17,070 | $4.62M | 2.41% | −1,725−9.2% | Reduced |
| Optimal Asset Management, Inc. | 17,100 | $4.63M | 0.55% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 17,101 | $4.63M | 0.42% | −1,878−9.9% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 17,139 | $4.64M | 1.30% | +1,082+6.7% | Added |
| Beaton Management Co. Inc. | 17,176 | $4.65M | 2.96% | +100+0.6% | Added |
| Martin Capital Partners, LLC | 17,223 | $4.67M | 2.37% | +120+0.7% | Added |
| Advisors Management Group Inc | 17,256 | $4.67M | 1.39% | +352+2.1% | Added |
| Arlington Partners LLC | 17,268 | $4.68M | 1.62% | +992+6.1% | Added |
| Resonant Capital Advisors, LLC | 17,280 | $4.68M | 0.90% | +548+3.3% | Added |
| TrimTabs Asset Management, LLC | 17,678 | $4.68M | 2.39% | +1,635+10.2% | Added |
| Wealth Dimensions Group, Ltd. | 17,312 | $4.69M | 3.18% | +514+3.1% | Added |
| Pantheon Investment Group, LLC | 17,327 | $4.69M | 3.93% | −38−0.2% | Reduced |
| Retirement Solution Inc. | 17,372 | $4.71M | 2.25% | +612+3.7% | Added |
| Brookmont Capital Management | 17,388 | $4.71M | 2.85% | +28+0.2% | Added |
| Accuvest Global Advisors | 17,411 | $4.72M | 2.37% | +1,751+11.2% | Added |
| Trellis Advisors, LLC | 17,475 | $4.73M | 2.46% | −181−1.0% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 17,500 | $4.74M | 0.20% | 00.0% | Unchanged |
| HWG Holdings LP | 17,507 | $4.74M | 2.42% | −4,758−21.4% | Reduced |
| Pratt Collard Advisory Partners LLC | 17,537 | $4.75M | 3.17% | −276−1.5% | Reduced |