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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management Advisory Group, LLC | 27,847 | $7.54M | 1.77% | +3,034+12.2% | Added |
| AAFMAA Wealth Management & Trust LLC | 27,944 | $7.57M | 3.47% | −5,999−17.7% | Reduced |
| M.D. Sass Investors Services, Inc. | 28,020 | $7.59M | 1.25% | +1,255+4.7% | Added |
| Capula Management Ltd | 28,033 | $7.59M | 1.38% | −12,901−31.5% | Reduced |
| Liberty Capital Management, Inc. | 28,079 | $7.61M | 2.31% | −316−1.1% | Reduced |
| Zeke Capital Advisors, LLC | 28,110 | $7.62M | 0.48% | +1,047+3.9% | Added |
| Advisor OS, LLC | 28,121 | $7.62M | 1.58% | +1,733+6.6% | Added |
| Winning Points Advisors, LLC | 28,110 | $7.62M | 5.71% | −2,000−6.6% | Reduced |
| Lesa Sroufe & Co | 28,129 | $7.62M | 7.59% | −159−0.6% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 28,163 | $7.63M | 1.79% | −1,131−3.9% | Reduced |
| HBW Advisory Services LLC | 28,214 | $7.64M | 2.01% | +1,324+4.9% | Added |
| Van Leeuwen & Company, LLC | 28,218 | $7.66M | 4.54% | +315+1.1% | Added |
| Piscataqua Savings Bank | 28,307 | $7.67M | 6.56% | +23+0.1% | Added |
| American Research & Management Co. | 28,330 | $7.67M | 1.75% | +70+0.2% | Added |
| FWL Investment Management, LLC | 28,385 | $7.69M | 4.67% | +3,281+13.1% | Added |
| Founders Financial Alliance, LLC | 28,390 | $7.69M | 3.50% | +940+3.4% | Added |
| Sheets Smith Wealth Management | 28,408 | $7.70M | 1.04% | −271−0.9% | Reduced |
| Meridian Investment Counsel Inc. | 28,548 | $7.73M | 2.73% | −100−0.3% | Reduced |
| Walleye Trading LLC | 28,570 | $7.74M | 0.20% | −2,448−7.9% | Reduced |
| Beck Capital Management, LLC | 28,604 | $7.75M | 2.61% | −6,906−19.4% | Reduced |
| Next Century Growth Investors LLC | 28,619 | $7.75M | 0.60% | −1,137−3.8% | Reduced |
| Wrapmanager Inc | 28,640 | $7.76M | 2.00% | +592+2.1% | Added |
| Perennial Investment Advisors, LLC | 28,641 | $7.76M | 2.83% | +2,171+8.2% | Added |
| Birch Capital Management, LLC | 28,646 | $7.76M | 5.27% | 00.0% | Unchanged |
| Windsor Group LTD | 28,685 | $7.77M | 1.68% | −93−0.3% | Reduced |
| Voya Financial Advisors, Inc. | 28,635 | $7.77M | 1.01% | −199,991−87.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 28,707 | $7.78M | 1.89% | +1,357+5.0% | Added |
| Murphy Pohlad Asset Management LLC | 28,709 | $7.78M | 3.15% | −2,080−6.8% | Reduced |
| First Mercantile Trust Co | 28,713 | $7.78M | 0.92% | −2,805−8.9% | Reduced |
| RFG Advisory, LLC | 28,794 | $7.80M | 0.69% | +1,511+5.5% | Added |
| Kavar Capital Partners Group, LLC | 28,817 | $7.81M | 1.88% | +625+2.2% | Added |
| Corbenic Partners LLC | 28,832 | $7.81M | 2.05% | +1,719+6.3% | Added |
| Wimmer Associates 1, LLC | 28,885 | $7.83M | 4.59% | −1,854−6.0% | Reduced |
| Annandale Capital, LLC | 28,936 | $7.84M | 4.72% | 00.0% | Unchanged |
| Boit C F David | 29,010 | $7.86M | 5.98% | +29,010 | New |
| Summit X, LLC | 29,022 | $7.86M | 1.99% | +549+1.9% | Added |
| Trust Investment Advisors | 29,041 | $7.87M | 6.96% | −1,918−6.2% | Reduced |
| Mandatum Life Insurance Co Ltd | 29,182 | $7.91M | 1.43% | +140+0.5% | Added |
| Foundations Investment Advisors, LLC | 28,449 | $7.91M | 0.38% | +7,030+32.8% | Added |
| Scott Investment Partners LLP | 29,200 | $7.91M | 5.56% | 00.0% | Unchanged |
| Jefferies Group LLC | 29,291 | $7.93M | 0.14% | +25,644+703.2% | Added |
| Stelac Advisory Services LLC | 29,320 | $7.94M | 1.81% | +22,785+348.7% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 29,326 | $7.94M | 3.23% | +2,652+9.9% | Added |
| F/M Investments LLC | 29,344 | $7.95M | 6.28% | −15,345−34.3% | Reduced |
| Claro Advisors LLC | 29,362 | $7.95M | 3.58% | +879+3.1% | Added |
| Personal Cfo Solutions, LLC | 29,369 | $7.96M | 1.63% | −771−2.6% | Reduced |
| Harrington Investments, INC | 29,394 | $7.96M | 4.71% | +522+1.8% | Added |
| Aperture Investors, LLC | 29,409 | $7.97M | 0.92% | +2,070+7.6% | Added |
| Bogart Wealth, LLC | 29,412 | $7.97M | 0.87% | +3,788+14.8% | Added |
| McMahon Financial Advisors, LLC | 29,432 | $7.97M | 3.60% | −1,446−4.7% | Reduced |
| Exeter Financial, LLC | 28,715 | $7.97M | 4.62% | +654+2.3% | Added |
| Signet Investment Advisory Group, Inc. | 29,489 | $7.99M | 5.15% | +1,680+6.0% | Added |
| Carlson Capital Management | 29,500 | $7.99M | 1.13% | −226−0.8% | Reduced |
| LCNB Corp | 29,517 | $8.00M | 4.02% | −105−0.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 29,587 | $8.02M | 0.94% | +9,287+45.7% | Added |
| HBC Financial Services, PLLC | 28,945 | $8.02M | 5.42% | +151+0.5% | Added |
| Frisch Financial Group, Inc. | 29,647 | $8.03M | 2.53% | +33+0.1% | Added |
| Red Door Wealth Management, LLC | 29,724 | $8.05M | 3.13% | +4,865+19.6% | Added |
| Mendel Money Management | 29,745 | $8.06M | 5.07% | −2,279−7.1% | Reduced |
| Hourglass Capital, LLC | 29,882 | $8.10M | 1.89% | −325−1.1% | Reduced |
| Windward Capital Management Co | 29,886 | $8.10M | 0.75% | +206+0.7% | Added |
| Lantz Financial LLC | 29,921 | $8.11M | 4.17% | −73−0.2% | Reduced |
| Executive Wealth Group LLC | 29,997 | $8.13M | 4.81% | +28+0.1% | Added |
| Point72 Hong Kong Ltd | 30,000 | $8.13M | 0.56% | −24,999−45.5% | Reduced |
| 3G Capital Partners LP | 30,000 | $8.13M | 2.10% | 00.0% | Unchanged |
| Bornite Capital Management LP | 30,000 | $8.13M | 3.63% | +30,000 | New |
| Boyer & Corporon Wealth Management, LLC | 30,003 | $8.13M | 2.40% | −8,184−21.4% | Reduced |
| Spirit of America Management Corp | 30,039 | $8.14M | 1.74% | −2,675−8.2% | Reduced |
| Keystone Financial Planning, Inc. | 30,067 | $8.14M | 2.95% | −491−1.6% | Reduced |
| Eagle Capital Management, LLC | 30,075 | $8.15M | 2.30% | −2,943−8.9% | Reduced |
| Hixon Zuercher, LLC | 30,098 | $8.15M | 4.91% | −818−2.6% | Reduced |
| SNS Financial Group, LLC | 30,124 | $8.16M | 1.07% | −397−1.3% | Reduced |
| Westover Capital Advisors, LLC | 30,171 | $8.17M | 2.62% | +6,799+29.1% | Added |
| Mizuho Markets Cayman LP | 30,197 | $8.18M | 1.51% | −56,523−65.2% | Reduced |
| Tandem Capital Management Corp | 30,241 | $8.19M | 5.16% | +125+0.4% | Added |
| Michael B. Yongue | 30,247 | $8.19M | 6.00% | −185−0.6% | Reduced |
| Vectors Research Management, LLC | 30,370 | $8.23M | 2.10% | +896+3.0% | Added |
| HNP Capital LLC | 30,370 | $8.23M | 2.17% | +976+3.3% | Added |
| Nicolet Bankshares Inc | 30,433 | $8.24M | 2.17% | +632+2.1% | Added |
| Capital Asset Advisory Services LLC | 30,462 | $8.25M | 0.91% | −982−3.1% | Reduced |
| First Bank & Trust | 30,571 | $8.28M | 4.00% | −63−0.2% | Reduced |
| SPC Financial, Inc. | 30,576 | $8.28M | 1.00% | −1,732−5.4% | Reduced |
| Sandbox Financial Partners, LLC | 30,596 | $8.29M | 6.18% | +506+1.7% | Added |
| M. Kulyk & Associates, LLC | 30,688 | $8.31M | 3.00% | +1,644+5.7% | Added |
| Brio Consultants, LLC | 30,706 | $8.32M | 2.13% | +490+1.6% | Added |
| SageGuard Financial Group, LLC | 30,725 | $8.32M | 3.78% | +2,143+7.5% | Added |
| Darwin Advisors, LLC | 30,727 | $8.32M | 1.35% | −2,186−6.6% | Reduced |
| Eastover Investment Advisors LLC | 30,745 | $8.33M | 5.41% | −1,843−5.7% | Reduced |
| BerganKDV Wealth Management, LLC | 30,811 | $8.35M | 0.99% | −225−0.7% | Reduced |
| Columbia Trust Co 01012016 | 30,823 | $8.35M | 4.76% | +921+3.1% | Added |
| MEMBERS Trust Co | 30,858 | $8.36M | 0.26% | −1,215−3.8% | Reduced |
| Greenline Partners, LLC | 30,861 | $8.36M | 1.71% | +163+0.5% | Added |
| Geneva Partners, LLC | 30,872 | $8.36M | 3.83% | −125−0.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 30,885 | $8.37M | 5.38% | −25−0.1% | Reduced |
| Guinness Atkinson Asset Management Inc | 30,927 | $8.38M | 3.71% | +166+0.5% | Added |
| M&R Capital Management Inc | 30,998 | $8.40M | 1.92% | +127+0.4% | Added |
| Procyon Private Wealth Partners, LLC | 30,995 | $8.40M | 2.29% | +3,848+14.2% | Added |
| Regent Peak Wealth Advisors LLC | 29,504 | $8.41M | 2.35% | +2,370+8.7% | Added |
| Delta Financial Advisors LLC | 31,034 | $8.41M | 3.70% | +63+0.2% | Added |
| Center for Financial Planning, Inc. | 31,052 | $8.41M | 2.07% | −271−0.9% | Reduced |