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; 6,247 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Interactive Financial Advisors | 1,000 | $271.0K | 0.11% | 00.0% | Unchanged |
| swisspartners Advisors Ltd | 1,000 | $271.0K | 0.21% | +1,000 | New |
| Hyperion Capital Advisors LP | 1,007 | $273.0K | 0.08% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 1,010 | $274.0K | 0.14% | +105+11.6% | Added |
| Ensemble Capital Management, LLC | 1,015 | $275.0K | 0.02% | +140+16.0% | Added |
| Silversage Advisors | 1,015 | $275.0K | 11.41% | +1,015 | New |
| Websterrogers Financial Advisors, LLC | 1,012 | $280.0K | 0.07% | −110−9.8% | Reduced |
| Family Capital Trust Co | 1,050 | $284.0K | 0.08% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,050 | $284.0K | 0.32% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 1,051 | $284.0K | 0.17% | 00.0% | Unchanged |
| Managed Account Services Inc | 1,047 | $284.0K | 0.07% | +146+16.2% | Added |
| Motive Wealth Advisors | 1,053 | $285.0K | 0.20% | +1,053 | New |
| LPWM LLC | 1,034 | $287.0K | 0.17% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 1,071 | $290.0K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 1,070 | $290.0K | 0.23% | 00.0% | Unchanged |
| Strategic Equity Management | 1,076 | $291.0K | 0.10% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 1,083 | $293.0K | 0.20% | −45−4.0% | Reduced |
| Cooke & Bieler LP | 1,098 | $297.0K | 0.00% | 00.0% | Unchanged |
| Sage Financial Management Group, Inc. | 1,098 | $297.0K | 0.27% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 1,098 | $297.0K | 0.27% | +1,098 | New |
| Nia Impact Advisors, LLC | 1,099 | $298.0K | 0.15% | +2+0.2% | Added |
| ForthRight Wealth Management, LLC | 1,100 | $298.0K | 0.19% | +1+0.1% | Added |
| Disciplined Growth Investors Inc | 1,120 | $303.0K | 0.01% | +1,120 | New |
| Weil Company, Inc. | 1,127 | $305.0K | 0.15% | +61+5.7% | Added |
| Insight Folios Inc | 1,128 | $306.0K | 0.18% | +1,128 | New |
| Harbor Group, Inc. | 1,132 | $307.0K | 0.20% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 1,137 | $308.0K | 0.23% | +62+5.8% | Added |
| New England Guild Wealth Advisors, Inc. | 1,136 | $308.0K | 0.17% | +135+13.5% | Added |
| Tobias Financial Advisors, Inc. | 1,145 | $310.0K | 0.12% | +76+7.1% | Added |
| Market Street Wealth Management Advisors LLC | 1,148 | $311.0K | 0.14% | −457−28.5% | Reduced |
| Tri-Star Advisors Inc. | 1,155 | $313.0K | 0.14% | −102−8.1% | Reduced |
| Truefg, LLC | 1,154 | $313.0K | 0.16% | +5+0.4% | Added |
| Cushing Asset Management, LP | 1,158 | $314.0K | 0.03% | −15,420−93.0% | Reduced |
| Chartist Inc | 1,167 | $316.3K | 0.15% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 1,171 | $317.0K | 0.17% | +428+57.6% | Added |
| HFR Wealth Management, LLC | 1,169 | $317.0K | 0.10% | +1,169 | New |
| Ameraudi Asset Management, Inc. | 1,185 | $321.0K | 0.14% | +295+33.1% | Added |
| Core Wealth Advisors, Inc. | 1,189 | $322.0K | 0.21% | −1,686−58.6% | Reduced |
| Biltmore Wealth Management, LLC | 1,193 | $323.0K | 0.13% | +2+0.2% | Added |
| NexWave Capital Partners LLC | 1,191 | $323.0K | 0.62% | 00.0% | Unchanged |
| Meridian Management Co | 1,192 | $323.0K | 0.10% | +101+9.3% | Added |
| Ogorek Anthony Joseph | 1,193 | $323.0K | 0.14% | +167+16.3% | Added |
| AlphaCore Capital LLC | 1,195 | $324.0K | 0.17% | +127+11.9% | Added |
| Stevard, LLC | 1,199 | $325.0K | 0.25% | 00.0% | Unchanged |
| Hochman Cole Investment Advisors, Inc. | 1,198 | $325.0K | 0.13% | +17+1.4% | Added |
| Altus Wealth Management, LLC | 1,216 | $329.0K | 0.21% | +81+7.1% | Added |
| ETF Portfolio Partners, Inc. | 1,217 | $330.0K | 0.13% | −10−0.8% | Reduced |
| Saybrook Capital | 1,231 | $333.0K | 0.09% | +209+20.5% | Added |
| APCM Wealth Management for Individuals | 1,233 | $334.0K | 0.07% | −1,643−57.1% | Reduced |
| Mma Asset Management LLC | 1,232 | $334.0K | 0.25% | 00.0% | Unchanged |
| AAFCPAs Wealth Management, LLC | 1,247 | $337.9K | 0.26% | −54−4.2% | Reduced |
| Outfitter Financial LLC | 1,250 | $339.0K | 0.26% | −10−0.8% | Reduced |
| Milestone Advisory Partners | 1,253 | $339.0K | 0.18% | 00.0% | Unchanged |
| Wooster Corthell Wealth Management, Inc. | 1,253 | $339.0K | 0.09% | +1,253 | New |
| Seneca Financial Advisors LLC | 1,257 | $340.5K | 0.22% | −54−4.1% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,280 | $347.0K | 2.58% | +1,280 | New |
| Stephenson National Bank & Trust | 1,287 | $349.0K | 0.23% | −127−9.0% | Reduced |
| Partners in Financial Planning | 1,295 | $350.8K | 0.11% | +1,295 | New |
| Coyle Financial Counsel LLC | 1,300 | $352.0K | 0.21% | −125−8.8% | Reduced |
| Intrepid Capital Management Inc | 1,314 | $356.0K | 0.19% | +354+36.9% | Added |
| All Season Financial Advisors, Inc. | 1,323 | $358.0K | 0.26% | +1,323 | New |
| Smart Money Group LLC | 1,772 | $361.0K | 0.41% | −26−1.4% | Reduced |
| Treybourne Wealth Planners, Inc. | 1,336 | $362.0K | 0.22% | +28+2.1% | Added |
| Sicart Associates LLC | 1,342 | $364.0K | 0.09% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 1,348 | $365.0K | 0.13% | −134−9.0% | Reduced |
| Stonebridge Financial Planning Group, LLC | 1,317 | $365.0K | 0.19% | −9−0.7% | Reduced |
| Joseph P. Lucia & Associates, LLC | 1,346 | $365.0K | 0.22% | +200+17.5% | Added |
| Filbrandt Wealth Management, LLC | 1,354 | $367.0K | 0.21% | −1−0.1% | Reduced |
| Daniels&Tansey,LLP | 1,277 | $369.0K | 0.13% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 1,363 | $369.0K | 0.19% | +137+11.2% | Added |
| Cannon Financial Strategists, Inc. | 1,363 | $369.2K | 0.15% | +261+23.7% | Added |
| High Probability Advisors, LLC | 1,363 | $369.2K | 0.16% | +502+58.3% | Added |
| Guardian Wealth Advisors, LLC | 1,388 | $376.0K | 0.33% | −15−1.1% | Reduced |
| Arkansas Financial Group, Inc. | 1,389 | $376.0K | 0.09% | 00.0% | Unchanged |
| BCK Partners, Inc. | 1,393 | $377.0K | 0.25% | −43−3.0% | Reduced |
| Beacon Financial Strategies CORP | 1,394 | $377.6K | 0.32% | +1,394 | New |
| AlphaMark Advisors, LLC | 1,396 | $378.0K | 0.14% | −107−7.1% | Reduced |
| Your Advocates Ltd., LLP | 1,395 | $378.0K | 0.25% | +1,395 | New |
| Knott David M | 1,400 | $379.0K | 0.15% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 1,404 | $380.0K | 0.20% | +379+37.0% | Added |
| Client 1st Advisory Group, LLC | 1,410 | $382.0K | 0.20% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 1,410 | $382.0K | 0.15% | +72+5.4% | Added |
| Hanlon Investment Management, Inc. | 1,413 | $383.0K | 0.08% | −115−7.5% | Reduced |
| Heartwood Wealth Advisors LLC | 1,418 | $384.0K | 0.06% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $386.0K | 0.42% | – | – |
| Seven Springs Wealth Group, LLC | 1,427 | $387.0K | 0.17% | +1,122+367.9% | Added |
| JMG Financial Group, Ltd. | 1,440 | $390.0K | 0.02% | 00.0% | Unchanged |
| Archetype Wealth Partners | 1,441 | $390.0K | 0.14% | +150+11.6% | Added |
| Fulcrum Asset Management LLP | – | $391.0K | 0.16% | – | – |
| FormulaFolio Investments, LLC | 1,444 | $391.0K | 0.13% | +1+0.1% | Added |
| Reinhart Partners, Inc. | 1,455 | $394.0K | 0.02% | 00.0% | Unchanged |
| Lunia Capital LP | 1,461 | $396.0K | 12.18% | +575+64.9% | Added |
| Chicago Wealth Management, Inc. | 1,468 | $398.0K | 0.29% | −100−6.4% | Reduced |
| Sippican Capital Advisors | 1,471 | $398.0K | 0.35% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 1,436 | $399.0K | 0.08% | +605+72.8% | Added |
| Silverleafe Capital Partners, LLC | 1,482 | $402.0K | 0.16% | −500−25.2% | Reduced |
| CSS LLC | 1,500 | $406.0K | 0.02% | +1,500 | New |
| Tatro Capital, LLC | 1,506 | $408.0K | 0.28% | −38−2.5% | Reduced |
| Truvvo Partners LLC | 1,506 | $408.0K | 0.28% | +4+0.3% | Added |
| Asset Planning Corporation | 1,512 | $410.0K | 0.40% | 00.0% | Unchanged |