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 |
|---|---|---|---|---|---|
| Monetta Financial Services Inc | 25,000 | $6.77M | 5.22% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 24,998 | $6.77M | 0.16% | 00.0% | Unchanged |
| Kingstown Capital Management L.P. | 25,000 | $6.77M | 4.05% | −5,000−16.7% | Reduced |
| Harbor Advisors LLC | 25,000 | $6.77M | 1.34% | 00.0% | Unchanged |
| Taal Capital Management LP | 25,000 | $6.77M | 5.96% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $6.77M | 2.93% | +5,000+25.0% | Added |
| Adirondack Trust Co | 25,080 | $6.79M | 3.43% | −66−0.3% | Reduced |
| Optas, LLC | 25,084 | $6.79M | 1.94% | +305+1.2% | Added |
| Crescent Capital Consulting, LLC | 25,111 | $6.80M | 1.27% | −793−3.1% | Reduced |
| Ami Investment Management Inc | 25,191 | $6.82M | 2.77% | −145−0.6% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 25,209 | $6.83M | 3.36% | +268+1.1% | Added |
| Pacitti Group Inc. | – | $6.83M | 4.11% | – | – |
| Applied Research Investments, LLC | 25,270 | $6.85M | 2.44% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 24,649 | $6.86M | 4.68% | −85−0.3% | Reduced |
| Biltmore Family Office, LLC | 25,345 | $6.87M | 1.95% | +151+0.6% | Added |
| Senvest Management, LLC | 25,406 | $6.88M | 0.21% | −25,000−49.6% | Reduced |
| Enterprise Financial Services Corp | 25,419 | $6.89M | 1.10% | +990+4.1% | Added |
| Congress Park Capital LLC | 25,429 | $6.89M | 3.45% | −288−1.1% | Reduced |
| Mizuho Securities USA LLC | 25,446 | $6.89M | 0.56% | +1,077+4.4% | Added |
| Private Ocean, LLC | 25,462 | $6.90M | 0.90% | −806−3.1% | Reduced |
| Thornburg Investment Management Inc | 25,546 | $6.92M | 0.08% | −3,076−10.7% | Reduced |
| Occidental Asset Management, LLC | 25,666 | $6.95M | 1.85% | +154+0.6% | Added |
| Mirador Capital Partners LP | 25,748 | $6.97M | 1.58% | +1,375+5.6% | Added |
| Halbert Hargrove Global Advisors, LLC | 25,757 | $6.98M | 0.46% | +461+1.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 25,774 | $6.98M | 0.02% | −1,365−5.0% | Reduced |
| Clear Perspective Advisors, LLC | 25,822 | $7.00M | 2.43% | +2,899+12.6% | Added |
| Jackson Hole Capital Partners, LLC | 25,889 | $7.01M | 2.43% | −894−3.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 25,898 | $7.02M | 2.29% | +10,613+69.4% | Added |
| Tradition Wealth Management, LLC | 25,922 | $7.02M | 1.05% | +5,019+24.0% | Added |
| First Pacific Advisors, LP | 25,937 | $7.03M | 0.09% | −723−2.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 25,946 | $7.03M | 4.48% | −475−1.8% | Reduced |
| Madrona Financial Services, LLC | 25,967 | $7.03M | 3.61% | +1,006+4.0% | Added |
| Asset Management Corp | 25,964 | $7.03M | 4.56% | +3,456+15.4% | Added |
| Hollencrest Capital Management | 25,978 | $7.04M | 0.64% | −4,363−14.4% | Reduced |
| Aspen Investment Management Inc | 25,998 | $7.04M | 3.68% | −1,301−4.8% | Reduced |
| Beta Wealth Group, Inc. | 26,036 | $7.05M | 4.91% | +693+2.7% | Added |
| Geier Asset Management, Inc. | 26,052 | $7.06M | 4.93% | +223+0.9% | Added |
| Morris Capital Advisors, LLC | 26,068 | $7.06M | 5.34% | −481−1.8% | Reduced |
| NovaPoint Capital, LLC | 26,071 | $7.06M | 2.92% | +417+1.6% | Added |
| Investment Research & Advisory Group, Inc. | 26,096 | $7.07M | 4.73% | +33+0.1% | Added |
| Investment Partners, Ltd. | 26,111 | $7.07M | 3.23% | −356−1.3% | Reduced |
| Beech Hill Advisors, Inc. | 26,147 | $7.08M | 2.88% | −1,046−3.8% | Reduced |
| Allegiant Private Advisors, LLC | 26,166 | $7.09M | 1.15% | +1,447+5.9% | Added |
| Eukles Asset Management | 26,183 | $7.09M | 3.93% | +2,415+10.2% | Added |
| SRN Advisors, LLC | 26,211 | $7.10M | 2.42% | −808−3.0% | Reduced |
| Orleans Capital Management Corp | 26,319 | $7.13M | 4.57% | −590−2.2% | Reduced |
| Eqis Capital Management, Inc. | 26,326 | $7.13M | 0.53% | +1,229+4.9% | Added |
| Mission Creek Capital Partners, Inc. | 26,386 | $7.15M | 1.15% | +461+1.8% | Added |
| Trinity Legacy Partners, LLC | 25,527 | $7.17M | 2.64% | +154+0.6% | Added |
| Old Dominion Capital Management Inc | 26,551 | $7.19M | 1.54% | +382+1.5% | Added |
| ARGI Investment Services, LLC | 26,574 | $7.20M | 0.24% | +886+3.4% | Added |
| Ayrshire Capital Management LLC | 26,578 | $7.20M | 4.05% | +415+1.6% | Added |
| Crewe Advisors LLC | 26,586 | $7.20M | 1.79% | +54+0.2% | Added |
| Barton Investment Management | 26,680 | $7.23M | 0.59% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 26,718 | $7.24M | 2.75% | −56−0.2% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 26,738 | $7.24M | 0.30% | −98−0.4% | Reduced |
| Affinity Investment Advisors, LLC | 26,766 | $7.25M | 3.27% | −8,330−23.7% | Reduced |
| Hurlow Wealth Management Group, Inc. | 26,771 | $7.25M | 4.77% | −95−0.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 26,782 | $7.25M | 3.33% | −37−0.1% | Reduced |
| VisionPoint Advisory Group, LLC | 26,813 | $7.26M | 3.24% | +4,941+22.6% | Added |
| Probity Advisors, Inc. | 26,819 | $7.26M | 1.53% | −303−1.1% | Reduced |
| Unified Trust Company, N.A. | 26,844 | $7.27M | 2.16% | +1,703+6.8% | Added |
| GFS Advisors, LLC | 26,850 | $7.27M | 1.64% | −4,932−15.5% | Reduced |
| Gibraltar Capital Management, Inc. | 26,226 | $7.28M | 3.63% | +1,201+4.8% | Added |
| Prestige Wealth Management Group LLC | 26,873 | $7.28M | 1.93% | −1,439−5.1% | Reduced |
| Slow Capital, Inc. | 26,876 | $7.28M | 1.38% | +2,686+11.1% | Added |
| Kercheville Advisors, LLC | 26,894 | $7.29M | 3.37% | +436+1.6% | Added |
| Wolverine Trading, LLC | 26,872 | $7.29M | 0.20% | −157,197−85.4% | Reduced |
| Sonata Capital Group Inc | 26,960 | $7.30M | 3.32% | −4,079−13.1% | Reduced |
| Poehling Capital Management, LLC | 26,960 | $7.30M | 2.33% | −120−0.4% | Reduced |
| Fundsmith Investment Services Ltd. | 26,959 | $7.30M | 4.54% | +26,959 | New |
| Aurora Investment Managers, LLC. | 26,960 | $7.30M | 7.29% | +590+2.2% | Added |
| Heron Bay Capital Management | 26,971 | $7.31M | 4.04% | +1,553+6.1% | Added |
| First City Capital Management, Inc. | 25,224 | $7.31M | 4.02% | −125−0.5% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 27,000 | $7.31M | 2.04% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 27,003 | $7.32M | 0.81% | 00.0% | Unchanged |
| VeraBank, N.A. | 27,029 | $7.32M | 4.36% | +637+2.4% | Added |
| Intellectus Partners, LLC | 27,060 | $7.33M | 1.65% | −90.0% | Reduced |
| Continuum Advisory, LLC | 27,060 | $7.33M | 2.28% | +7,179+36.1% | Added |
| JT Stratford LLC | 27,091 | $7.34M | 2.35% | +142+0.5% | Added |
| Herald Investment Management Ltd | 27,132 | $7.35M | 1.20% | 00.0% | Unchanged |
| State of Wyoming | 27,137 | $7.35M | 4.63% | +14,532+115.3% | Added |
| Noesis Capital Mangement Corp | 26,236 | $7.37M | 1.51% | −180−0.7% | Reduced |
| DCM Advisors, LLC | 27,216 | $7.37M | 4.18% | −5,712−17.3% | Reduced |
| Horizon Investment Services, LLC | 27,238 | $7.38M | 3.62% | −30−0.1% | Reduced |
| Chatham Capital Group, Inc. | 27,281 | $7.39M | 1.43% | +175+0.6% | Added |
| Costello Asset Management, INC | 27,356 | $7.41M | 4.86% | −363−1.3% | Reduced |
| Vista Capital Partners, Inc. | 27,366 | $7.41M | 1.07% | +329+1.2% | Added |
| Plante Moran Financial Advisors, LLC | 27,473 | $7.44M | 1.81% | +231+0.8% | Added |
| Ascension Asset Management LLC | 27,538 | $7.46M | 4.88% | −400−1.4% | Reduced |
| FORA Capital, LLC | 27,580 | $7.47M | 1.39% | −11,328−29.1% | Reduced |
| Wealth Alliance | 27,585 | $7.47M | 1.76% | −843−3.0% | Reduced |
| Evanson Asset Management, LLC | 27,635 | $7.49M | 0.78% | −1,048−3.7% | Reduced |
| SOL Capital Management CO | 27,709 | $7.51M | 1.49% | −1,000−3.5% | Reduced |
| Nadler Financial Group, Inc. | 27,723 | $7.51M | 1.23% | −142−0.5% | Reduced |
| Peregrine Asset Advisers, Inc. | 27,762 | $7.52M | 3.43% | +8,032+40.7% | Added |
| Ausdal Financial Partners, Inc. | 27,763 | $7.52M | 1.14% | −743−2.6% | Reduced |
| Krilogy Financial LLC | 27,812 | $7.53M | 0.75% | +2,517+10.0% | Added |
| Family Legacy, Inc. | 26,332 | $7.54M | 3.36% | −1,547−5.5% | Reduced |
| Redwood Investments, LLC | 27,830 | $7.54M | 0.61% | −973−3.4% | Reduced |