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 |
|---|---|---|---|---|---|
| DRW Securities, LLC | 19,874 | $5.38M | 0.72% | −25,303−56.0% | Reduced |
| WealthShield Partners, LLC | 19,885 | $5.39M | 0.84% | +2,953+17.4% | Added |
| Viridian Ria, LLC | 0 | $5.40M | 1.24% | 0 | Unchanged |
| 55I, LLC | 19,940 | $5.40M | 0.19% | +10,252+105.8% | Added |
| First United Bank Trust | 19,964 | $5.41M | 2.26% | −542−2.6% | Reduced |
| Hudson Canyon Capital Management | 19,975 | $5.41M | 4.05% | −1,519−7.1% | Reduced |
| Graham Capital Management, L.P. | 20,000 | $5.42M | 0.29% | −100,000−83.3% | Reduced |
| Stamos Capital Partners, L.P. | 20,000 | $5.42M | 2.86% | −2,800−12.3% | Reduced |
| Barbara Oil Co. | 20,000 | $5.42M | 2.50% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 20,022 | $5.42M | 3.42% | +453+2.3% | Added |
| Baker Boyer National Bank | 21,127 | $5.43M | 2.75% | +21,127 | New |
| Snider Financial Group | 19,373 | $5.44M | 2.56% | +19,373 | New |
| Caas Capital Management LP | 20,200 | $5.47M | 0.29% | −47,678−70.2% | Reduced |
| R.P. Boggs & Co. | 20,213 | $5.48M | 3.44% | +1,564+8.4% | Added |
| Port Capital LLC | 20,216 | $5.48M | 0.29% | +24+0.1% | Added |
| Kerntke Otto McGlone Wealth Management Group | 20,226 | $5.48M | 2.19% | −631−3.0% | Reduced |
| Oak Harvest Investment Services | 20,250 | $5.49M | 1.81% | +1,792+9.7% | Added |
| Pinkerton Retirement Specialists, LLC | 20,258 | $5.49M | 1.06% | +516+2.6% | Added |
| Aviance Capital Partners, LLC | 20,269 | $5.49M | 0.96% | −76−0.4% | Reduced |
| Wittenberg Investment Management, Inc. | 20,373 | $5.52M | 2.22% | +1,900+10.3% | Added |
| Bull Street Advisors, LLC | 20,375 | $5.52M | 2.95% | −1,626−7.4% | Reduced |
| George Kaiser Family Foundation | 20,438 | $5.54M | 0.90% | −1,225−5.7% | Reduced |
| Jump Financial, LLC | 20,511 | $5.56M | 0.54% | −21,883−51.6% | Reduced |
| Bordeaux Wealth Advisors LLC | 20,523 | $5.56M | 3.19% | +552+2.8% | Added |
| Adams Asset Advisors, LLC | 20,547 | $5.57M | 1.09% | −954−4.4% | Reduced |
| S. R. Schill & Associates | 20,548 | $5.57M | 2.20% | −34−0.2% | Reduced |
| SignalPoint Asset Management, LLC | 20,596 | $5.58M | 1.82% | +437+2.2% | Added |
| RWM Asset Management, LLC | 20,602 | $5.58M | 1.07% | +4,237+25.9% | Added |
| Wealth Management Associates, Inc. | 20,622 | $5.59M | 3.17% | +1,601+8.4% | Added |
| S.A. Mason LLC | 20,668 | $5.60M | 3.85% | −495−2.3% | Reduced |
| Elgethun Capital Management | 20,702 | $5.61M | 1.93% | +33+0.2% | Added |
| Quattro Financial Advisors LLC | 20,046 | $5.62M | 1.50% | +5,046+33.6% | Added |
| MCF Advisors LLC | 20,859 | $5.65M | 0.58% | +289+1.4% | Added |
| Convergence Investment Partners, LLC | 20,867 | $5.65M | 2.43% | −937−4.3% | Reduced |
| Warther Private Wealth, LLC | 20,819 | $5.66M | 5.49% | +20,819 | New |
| Financial Advisors, LLC | 20,951 | $5.68M | 1.99% | −76−0.4% | Reduced |
| Capital Management Associates | 20,973 | $5.68M | 5.46% | −30−0.1% | Reduced |
| Lakeview Capital Partners, LLC | 20,983 | $5.68M | 2.49% | −5,377−20.4% | Reduced |
| Alaethes Wealth LLC | 20,992 | $5.69M | 4.39% | +516+2.5% | Added |
| Olstein Capital Management, L.P. | 21,000 | $5.69M | 0.72% | −2,000−8.7% | Reduced |
| Proem Advisors LLC | 21,000 | $5.69M | 4.46% | 00.0% | Unchanged |
| Brightworth | 21,008 | $5.69M | 0.49% | +2,537+13.7% | Added |
| Lee Financial Co | 21,089 | $5.71M | 1.21% | −740−3.4% | Reduced |
| Liberty Wealth Management LLC | 21,104 | $5.72M | 2.22% | −2,301−9.8% | Reduced |
| Kensington Investment Counsel, LLC | 21,141 | $5.73M | 3.93% | +549+2.7% | Added |
| Merit Financial Group, LLC | 21,165 | $5.73M | 0.54% | +1,834+9.5% | Added |
| Security National Bank of So Dak | 21,167 | $5.73M | 4.39% | +2,890+15.8% | Added |
| Diversified Investment Strategies, LLC | 21,172 | $5.74M | 4.25% | −254−1.2% | Reduced |
| Breiter Capital Management Inc | 21,186 | $5.74M | 3.08% | +2,141+11.2% | Added |
| Sculati Wealth Management, LLC | 21,194 | $5.74M | 3.04% | −76−0.4% | Reduced |
| Centerpoint Advisors, LLC | 21,205 | $5.75M | 2.70% | +3,873+22.3% | Added |
| Charles Schwab Trust Co | 21,265 | $5.76M | 1.13% | +357+1.7% | Added |
| PNC Managed Account Solutions, Inc. | 21,319 | $5.78M | 1.15% | +21,319 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 21,350 | $5.78M | 2.95% | +5,338+33.3% | Added |
| Blue Edge Capital, LLC | 21,354 | $5.78M | 1.20% | −47−0.2% | Reduced |
| Delta Investment Management, LLC | 21,407 | $5.80M | 1.72% | +31+0.1% | Added |
| Banco de Sabadell, S.A | 21,415 | $5.80M | 3.86% | −212,146−90.8% | Reduced |
| Palouse Capital Management, Inc. | 21,432 | $5.81M | 2.54% | −132−0.6% | Reduced |
| West Family Investments, Inc. | 21,456 | $5.81M | 1.62% | +21,456 | New |
| High Pines Wealth Management, LLC | 21,478 | $5.82M | 4.39% | −1,086−4.8% | Reduced |
| Prospector Partners LLC | 21,475 | $5.82M | 0.73% | +250+1.2% | Added |
| Pinnacle Wealth Management Group, Inc. | 21,488 | $5.82M | 4.25% | +21,488 | New |
| Agur Provident & Training Funds Management Ltd | 136,200 | $5.82M | 18.03% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 20,983 | $5.83M | 4.20% | +233+1.1% | Added |
| Summit Financial Strategies, Inc. | 21,614 | $5.86M | 1.24% | +13,117+154.4% | Added |
| Eos Management, L.P. | 21,620 | $5.86M | 3.12% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 21,627 | $5.86M | 4.06% | +434+2.0% | Added |
| Catalyst Capital Advisors LLC | 21,681 | $5.87M | 0.29% | −1,338−5.8% | Reduced |
| Moseley Investment Management Inc | 21,713 | $5.88M | 2.90% | +1,420+7.0% | Added |
| Hudson Value Partners, LLC | 21,730 | $5.89M | 3.25% | +153+0.7% | Added |
| Woodward Diversified Capital, LLC | 21,775 | $5.90M | 3.37% | −237−1.1% | Reduced |
| Regency Capital Management Inc. | 21,779 | $5.90M | 4.46% | +6,840+45.8% | Added |
| First Commonwealth Financial Corp | 21,781 | $5.90M | 2.07% | −410−1.8% | Reduced |
| Childress Capital Advisors, LLC | 21,783 | $5.90M | 2.68% | +1,338+6.5% | Added |
| S.E.E.D. Planning Group LLC | 21,836 | $5.92M | 2.91% | +916+4.4% | Added |
| Brooktree Capital Management | 21,859 | $5.92M | 3.80% | +500+2.3% | Added |
| Sunflower Bank, N.A. | 21,868 | $5.92M | 0.91% | +20+0.1% | Added |
| Canton Hathaway, LLC | 21,870 | $5.92M | 1.73% | −107−0.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 21,887 | $5.93M | 0.87% | +21,887 | New |
| Golden State Wealth Management, LLC | 21,941 | $5.94M | 1.31% | +5,331+32.1% | Added |
| Van Den Berg Management I, Inc | 21,956 | $5.95M | 1.17% | −287−1.3% | Reduced |
| Dudley & Shanley, Inc. | 21,959 | $5.95M | 0.98% | −5,000−18.5% | Reduced |
| Financial Advisory Service, Inc. | 21,964 | $5.95M | 0.56% | +1,598+7.8% | Added |
| Manchester Capital Management LLC | 21,984 | $5.96M | 0.82% | −454−2.0% | Reduced |
| DeDora Capital, Inc. | 21,994 | $5.96M | 2.60% | −53−0.2% | Reduced |
| DFPG Investments, LLC | 21,237 | $5.97M | 2.26% | +6,950+48.6% | Added |
| MTM Investment Management, LLC | 22,045 | $5.97M | 3.12% | −198−0.9% | Reduced |
| HM Capital Management, LLC | 22,056 | $5.97M | 2.62% | −2,005−8.3% | Reduced |
| Parkside Investments, LLC | 22,086 | $5.98M | 1.15% | +1,675+8.2% | Added |
| HC Financial Advisors Inc | 22,091 | $5.98M | 3.49% | −802−3.5% | Reduced |
| Compton Wealth Advisory Group, LLC | 22,129 | $6.00M | 2.80% | +59+0.3% | Added |
| Axiom Investment Management LLC | 22,166 | $6.00M | 4.65% | −1,792−7.5% | Reduced |
| Sterling Investment Management, Inc. | 22,151 | $6.00M | 3.93% | −818−3.6% | Reduced |
| Wealth Management Partners, LLC | 22,216 | $6.02M | 4.19% | +110.0% | Added |
| BFT Financial Group, LLC | 22,322 | $6.05M | 1.21% | +2,851+14.6% | Added |
| Principal Street Partners, LLC | 22,381 | $6.06M | 1.60% | −778−3.4% | Reduced |
| Calton & Associates, Inc. | 22,381 | $6.07M | 1.15% | −2,406−9.7% | Reduced |
| Wharton Business Group, LLC | 22,422 | $6.07M | 0.47% | +1,514+7.2% | Added |
| GFG Capital, LLC | 22,449 | $6.08M | 1.83% | −22−0.1% | Reduced |
| Keudell/Morrison Wealth Management | 22,486 | $6.09M | 3.33% | +1,069+5.0% | Added |