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 |
|---|---|---|---|---|---|
| United Fire Group Inc | 22,500 | $6.09M | 3.11% | +7,500+50.0% | Added |
| Insight Advisors, LLC | 21,414 | $6.10M | 1.91% | +391+1.9% | Added |
| IMA Wealth, Inc. | 22,538 | $6.11M | 1.43% | −796−3.4% | Reduced |
| Bangor Savings Bank | 22,605 | $6.12M | 0.69% | −579−2.5% | Reduced |
| Page Arthur B | 22,617 | $6.13M | 4.37% | −805−3.4% | Reduced |
| Bank of Stockton | 22,629 | $6.13M | 1.85% | −755−3.2% | Reduced |
| Gries Financial LLC | 21,402 | $6.13M | 1.97% | +23+0.1% | Added |
| Sterling Investment Advisors, Ltd. | 22,643 | $6.13M | 1.79% | +90.0% | Added |
| Rosenbaum Jay D. | 22,687 | $6.15M | 10.18% | −1,361−5.7% | Reduced |
| Cable Hill Partners, LLC | 22,687 | $6.15M | 1.46% | +2,045+9.9% | Added |
| Consolidated Investment Group LLC | 22,689 | $6.15M | 1.02% | +4,000+21.4% | Added |
| Telos Capital Management, Inc. | 22,724 | $6.16M | 0.81% | −282−1.2% | Reduced |
| Souders Financial Advisors | 22,753 | $6.16M | 2.08% | +868+4.0% | Added |
| Hengehold Capital Management LLC | 22,756 | $6.17M | 0.81% | +230+1.0% | Added |
| Parisi Gray Wealth Management | 22,780 | $6.17M | 2.26% | −258−1.1% | Reduced |
| Tempus Wealth Planning, LLC | 22,783 | $6.17M | 4.10% | +7,345+47.6% | Added |
| CNB Bank | 22,829 | $6.18M | 3.87% | −144−0.6% | Reduced |
| Townsend Asset Management Corp | 22,853 | $6.19M | 3.43% | +164+0.7% | Added |
| Affiance Financial, LLC | 22,857 | $6.19M | 2.63% | −478−2.0% | Reduced |
| Fruth Investment Management | 22,859 | $6.19M | 1.85% | −135−0.6% | Reduced |
| Davis-Rea Ltd. | 22,858 | $6.19M | 3.07% | +102+0.4% | Added |
| Wambolt & Associates, LLC | 22,815 | $6.20M | 2.63% | +4,300+23.2% | Added |
| Klingman & Associates, LLC | 22,886 | $6.20M | 0.59% | +196+0.9% | Added |
| Cherry Creek Investment Advisors, Inc. | 22,919 | $6.21M | 4.08% | +22,919 | New |
| Berger Financial Group, Inc | 23,001 | $6.23M | 1.13% | +70+0.3% | Added |
| First PREMIER Bank | 23,007 | $6.23M | 1.80% | +1,702+8.0% | Added |
| RPg Family Wealth Advisory, LLC | 23,018 | $6.24M | 2.53% | +23,018 | New |
| FinTrust Capital Advisors, LLC | 23,063 | $6.25M | 1.65% | −152−0.7% | Reduced |
| Lindbrook Capital, LLC | 23,095 | $6.26M | 1.40% | −1,706−6.9% | Reduced |
| Leisure Capital Management | 23,132 | $6.27M | 3.49% | +100+0.4% | Added |
| Essex Savings Bank | 25,157 | $6.28M | 2.43% | +500+2.0% | Added |
| Surevest, LLC | 23,201 | $6.29M | 1.64% | +80.0% | Added |
| Emerald Advisers, LLC | 23,215 | $6.29M | 0.23% | −375−1.6% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 23,250 | $6.30M | 5.53% | −1,215−5.0% | Reduced |
| Cunning Capital Partners, LP | 23,275 | $6.30M | 3.38% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 23,292 | $6.31M | 1.63% | −260−1.1% | Reduced |
| Financial Network Wealth Management LLC | 23,317 | $6.32M | 3.71% | −16−0.1% | Reduced |
| EagleClaw Capital Managment, LLC | 23,323 | $6.32M | 1.63% | −586−2.5% | Reduced |
| Mathes Company, Inc. | 23,325 | $6.32M | 2.27% | −203−0.9% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 23,353 | $6.33M | 4.70% | +23,353 | New |
| Cary Street Partners Asset Management LLC | 23,358 | $6.33M | 1.51% | −178,803−88.4% | Reduced |
| New Potomac Partners, LLC | 23,400 | $6.34M | 4.31% | +360+1.6% | Added |
| Alcosta Capital Management, Inc. | 23,401 | $6.34M | 3.90% | +1,663+7.7% | Added |
| Canal Capital Management, LLC | 23,405 | $6.34M | 1.83% | +884+3.9% | Added |
| Gateway Advisory, LLC | 23,413 | $6.34M | 1.35% | +249+1.1% | Added |
| Atlas Brown,Inc. | 23,433 | $6.35M | 2.74% | −251−1.1% | Reduced |
| WD Rutherford LLC | 23,448 | $6.35M | 3.53% | +50.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 23,506 | $6.37M | 1.16% | +2,264+10.7% | Added |
| Heartland Bank & Trust Co | 23,513 | $6.37M | 5.86% | −2,341−9.1% | Reduced |
| Security Asset Management | 23,535 | $6.38M | 2.51% | −3,396−12.6% | Reduced |
| Monument Capital Management | 23,588 | $6.39M | 2.21% | +19+0.1% | Added |
| Gryphon Financial Partners LLC | 27,029 | $6.40M | 1.51% | +1,258+4.9% | Added |
| Zevenbergen Capital Investments LLC | 23,642 | $6.41M | 0.11% | +249+1.1% | Added |
| BTG Pactual Global Asset Management Ltd | 23,667 | $6.41M | 2.86% | −408−1.7% | Reduced |
| CWS Financial Advisors, LLC | 23,684 | $6.42M | 2.56% | +298+1.3% | Added |
| Mount Vernon Associates Inc | 23,737 | $6.43M | 5.89% | −443−1.8% | Reduced |
| Castle Rock Wealth Management, LLC | 22,458 | $6.43M | 2.36% | +3,454+18.2% | Added |
| Somerset Group LLC | 23,761 | $6.44M | 4.60% | +156+0.7% | Added |
| Quest Capital Management Inc | 23,778 | $6.44M | 1.28% | +1,070+4.7% | Added |
| Kingfisher Capital LLC | 23,826 | $6.46M | 1.64% | +378+1.6% | Added |
| Institutional & Family Asset Management, LLC | 23,871 | $6.47M | 1.07% | +2,335+10.8% | Added |
| Banco BTG Pactual S.A. | 23,874 | $6.47M | 5.11% | +2,763+13.1% | Added |
| Financial Engines Advisors L.L.C. | 23,884 | $6.47M | 0.02% | −1,791−7.0% | Reduced |
| Stableford Capital II LLC | 23,913 | $6.48M | 3.09% | +23+0.1% | Added |
| Madden Securities Corp | 23,931 | $6.48M | 3.39% | +1,519+6.8% | Added |
| Beaumont Asset Management, L.L.C. | 23,946 | $6.49M | 5.00% | +1,068+4.7% | Added |
| Bridgewater Advisors Inc. | 23,955 | $6.49M | 2.06% | +4,829+25.2% | Added |
| Stenahm Asset Managment Ltd | 24,000 | $6.50M | 3.99% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 24,004 | $6.50M | 1.88% | −1,495−5.9% | Reduced |
| Exane Asset Management | 24,031 | $6.51M | 1.48% | +943+4.1% | Added |
| Versant Capital Management, Inc | 24,045 | $6.51M | 2.41% | −390−1.6% | Reduced |
| Aft, Forsyth & Company, Inc. | 24,061 | $6.52M | 3.49% | +280+1.2% | Added |
| Camden Capital, LLC | 24,073 | $6.52M | 1.51% | +3,458+16.8% | Added |
| Paloma Partners Management Co | 24,077 | $6.52M | 0.17% | −56,314−70.1% | Reduced |
| Guardian Investment Management | 24,115 | $6.53M | 4.47% | 00.0% | Unchanged |
| Bouvel Investment Partners, LLC | 24,119 | $6.53M | 3.69% | +827+3.6% | Added |
| Kistler-Tiffany Companies, LLC | 24,129 | $6.54M | 1.51% | +274+1.1% | Added |
| Sutton Wealth Advisors Inc. | 24,143 | $6.54M | 2.39% | +79+0.3% | Added |
| Keeler Thomas Management LLC | 24,200 | $6.55M | 3.20% | +650+2.8% | Added |
| Heritage Way Advisors, LLC | 24,209 | $6.56M | 2.70% | −2,375−8.9% | Reduced |
| Strategic Financial Services, Inc, | 24,218 | $6.56M | 0.52% | −689−2.8% | Reduced |
| Okabena Investment Services Inc | 24,221 | $6.56M | 3.09% | +5,416+28.8% | Added |
| Valley Brook Capital Group | 24,256 | $6.57M | 6.26% | +552+2.3% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 24,270 | $6.58M | 1.63% | −161−0.7% | Reduced |
| TBH Global Asset Management, LLC | 24,358 | $6.60M | 1.52% | +768+3.3% | Added |
| Ten Capital Wealth Advisors, LLC | 24,373 | $6.60M | 1.50% | +107+0.4% | Added |
| Peloton Wealth Strategists | 24,553 | $6.65M | 2.74% | +1,771+7.8% | Added |
| Stolper Co | 24,636 | $6.67M | 3.15% | +60+0.2% | Added |
| Mraz, Amerine & Associates, Inc. | 24,662 | $6.68M | 1.81% | −756−3.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 24,957 | $6.69M | 5.84% | +162+0.7% | Added |
| Cito Capital Group, LLC | 24,701 | $6.69M | 3.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 24,703 | $6.69M | 0.17% | +2,218+9.9% | Added |
| Strategic Investment Advisors | 24,738 | $6.70M | 1.53% | +2,893+13.2% | Added |
| Freed Investment Group | 24,760 | $6.71M | 5.21% | +985+4.1% | Added |
| Ayalon Holdings Ltd. | 24,743 | $6.72M | 2.24% | +7,620+44.5% | Added |
| Summit Trail Advisors, LLC | 24,830 | $6.73M | 0.59% | +1,050+4.4% | Added |
| Asio Capital, LLC | 24,914 | $6.75M | 2.38% | +535+2.2% | Added |
| Key Financial Inc | 23,694 | $6.75M | 3.77% | +432+1.9% | Added |
| Connolly Sarah T. | 24,933 | $6.75M | 5.52% | +155+0.6% | Added |
| Bingham Osborn & Scarborough LLC | 24,960 | $6.76M | 0.48% | +819+3.4% | Added |