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 |
|---|---|---|---|---|---|
| Brown Capital Management LLC | 31,056 | $8.41M | 0.06% | −124−0.4% | Reduced |
| Highlander Capital Management, LLC | 31,065 | $8.42M | 4.20% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 31,107 | $8.43M | 5.11% | +299+1.0% | Added |
| Odey Asset Management Group Ltd | 31,150 | $8.44M | 1.90% | +8,800+39.4% | Added |
| Golden State Equity Partners | 31,172 | $8.44M | 3.28% | −4,475−12.6% | Reduced |
| Sunbelt Securities, Inc. | 30,198 | $8.48M | 1.53% | −651−2.1% | Reduced |
| Affinity Wealth Management LLC | 30,136 | $8.48M | 1.68% | +316+1.1% | Added |
| Grove Bank & Trust | 31,364 | $8.50M | 1.84% | −590−1.8% | Reduced |
| Curbstone Financial Management Corp | 31,455 | $8.52M | 1.60% | −750−2.3% | Reduced |
| Brick & Kyle, Associates | 31,523 | $8.53M | 4.45% | +339+1.1% | Added |
| LeJeune Puetz Investment Counsel LLC | 31,502 | $8.53M | 3.15% | −40−0.1% | Reduced |
| SeaBridge Investment Advisors LLC | 31,630 | $8.57M | 2.76% | −327−1.0% | Reduced |
| TFG Advisers LLC | 31,649 | $8.57M | 4.14% | −493−1.5% | Reduced |
| Greystone Financial Group, LLC | 31,700 | $8.59M | 2.14% | +1,460+4.8% | Added |
| Menlo Advisors LLC | 31,738 | $8.60M | 4.64% | −1,219−3.7% | Reduced |
| United Capital Management of KS, Inc. | 31,750 | $8.60M | 3.51% | +597+1.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 31,862 | $8.63M | 2.84% | −1,220−3.7% | Reduced |
| Hamel Associates, Inc. | 32,018 | $8.67M | 3.31% | −1,981−5.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 32,061 | $8.69M | 4.91% | +138+0.4% | Added |
| Palmer Knight Co | 32,094 | $8.69M | 4.77% | −175−0.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 32,121 | $8.70M | 3.35% | −505−1.5% | Reduced |
| GVO Asset Management Ltd | 32,117 | $8.70M | 7.38% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 32,157 | $8.71M | 1.37% | +6,986+27.8% | Added |
| Optimum Investment Advisors | 32,164 | $8.71M | 2.72% | −7,025−17.9% | Reduced |
| Plancorp, LLC | 32,222 | $8.73M | 0.68% | −1,561−4.6% | Reduced |
| Radnor Capital Management, LLC | 32,237 | $8.73M | 2.95% | −380−1.2% | Reduced |
| Financial Perspectives, Inc | 32,244 | $8.73M | 4.25% | −7,577,903−99.6% | Reduced |
| Founders Capital Management | 32,245 | $8.73M | 5.69% | −685−2.1% | Reduced |
| Tranquility Partners, LLC | 32,406 | $8.78M | 4.93% | −1,336−4.0% | Reduced |
| Bridge Creek Capital Management LLC | 32,441 | $8.79M | 3.31% | −840−2.5% | Reduced |
| Oxler Private Wealth LLC | 32,459 | $8.79M | 3.83% | −10.0% | Reduced |
| Sawyer & Company, Inc | 32,511 | $8.81M | 4.11% | −1,765−5.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 32,518 | $8.81M | 2.85% | +12,236+60.3% | Added |
| Pacific Wealth Strategies Group, Inc. | 32,578 | $8.82M | 3.38% | +1,348+4.3% | Added |
| JNBA Financial Advisors | 32,603 | $8.83M | 1.20% | −100−0.3% | Reduced |
| Hanson & Doremus Investment Management | 42,003 | $8.83M | 2.64% | −4,675−10.0% | Reduced |
| Clear Creek Financial Management, LLC | 32,696 | $8.86M | 1.37% | +27,446+522.8% | Added |
| Drexel Morgan & Co. | 32,745 | $8.87M | 2.62% | −3,155−8.8% | Reduced |
| Hillman Capital Management, Inc. | 32,769 | $8.88M | 3.38% | +885+2.8% | Added |
| Excalibur Management Corp | 32,789 | $8.88M | 4.02% | −197−0.6% | Reduced |
| Little House Capital LLC | 32,896 | $8.91M | 4.82% | −4,347−11.7% | Reduced |
| Shepherd Financial Partners LLC | 32,902 | $8.91M | 1.70% | +337+1.0% | Added |
| WealthTrust Axiom LLC | 32,928 | $8.92M | 2.86% | −53−0.2% | Reduced |
| Loudon Investment Management, LLC | 32,984 | $8.94M | 6.09% | −581−1.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 32,999 | $8.94M | 3.27% | +196+0.6% | Added |
| Resource Management, LLC | 33,000 | $8.94M | 1.02% | +1,846+5.9% | Added |
| Graypoint LLC | 33,021 | $8.95M | 1.19% | +1,854+5.9% | Added |
| CX Institutional | 33,044 | $8.95M | 0.74% | +130.0% | Added |
| Roanoke Asset Management Corp | 33,064 | $8.96M | 3.11% | +4,725+16.7% | Added |
| Cambridge Financial Group, Inc. | 33,095 | $8.97M | 3.83% | −742−2.2% | Reduced |
| Permanens Capital L.P. | 33,124 | $8.97M | 1.61% | +3,956+13.6% | Added |
| IFG Advisory, LLC | 33,147 | $8.98M | 1.00% | −204−0.6% | Reduced |
| Legato Capital Management LLC | 33,178 | $8.99M | 1.27% | +7,614+29.8% | Added |
| Cramer Rosenthal McGlynn LLC | 33,220 | $9.00M | 0.29% | −4,474−11.9% | Reduced |
| Schwab Charitable Fund | 33,293 | $9.02M | 1.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 33,343 | $9.03M | 3.14% | +760+2.3% | Added |
| Apella Capital, LLC | 33,410 | $9.05M | 1.49% | +22,622+209.7% | Added |
| Sitrin Capital Management LLC | 33,453 | $9.06M | 4.08% | −655−1.9% | Reduced |
| Davidson Trust Co | 33,464 | $9.06M | 7.06% | +686+2.1% | Added |
| Hendershot Investments Inc. | 33,493 | $9.07M | 1.97% | −84−0.3% | Reduced |
| Jacobi Capital Management LLC | 33,534 | $9.08M | 1.20% | +872+2.7% | Added |
| Newman Dignan & Sheerar, Inc. | 33,627 | $9.11M | 3.09% | −348−1.0% | Reduced |
| Northstar Asset Management LLC | 33,669 | $9.12M | 2.40% | −3,450−9.3% | Reduced |
| First Trust Bank, Ltd. | 33,668 | $9.12M | 11.11% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 33,685 | $9.13M | 2.82% | −901−2.6% | Reduced |
| Lafayette Investments, Inc. | 33,686 | $9.13M | 2.49% | +4,251+14.4% | Added |
| Harbour Capital Advisors, LLC | 33,755 | $9.14M | 2.46% | −1,142−3.3% | Reduced |
| Avitas Wealth Management LLC | 33,808 | $9.16M | 1.63% | +1,024+3.1% | Added |
| Bray Capital Advisors | 33,845 | $9.17M | 2.35% | +405+1.2% | Added |
| MidWestOne Financial Group, Inc. | 33,857 | $9.17M | 2.17% | +989+3.0% | Added |
| Marcum Wealth, LLC | 33,876 | $9.18M | 1.49% | −668−1.9% | Reduced |
| Good Life Advisors, LLC | 33,903 | $9.18M | 1.74% | +467+1.4% | Added |
| Paradigm Financial Partners, LLC | 33,929 | $9.19M | 2.29% | +3,216+10.5% | Added |
| Hollow Brook Wealth Management LLC | 33,975 | $9.20M | 5.72% | −176−0.5% | Reduced |
| Kapitalo Investimentos Ltda | 34,123 | $9.24M | 4.30% | −2,241−6.2% | Reduced |
| Cascadia Advisory Services, LLC | 34,127 | $9.24M | 1.99% | +2,011+6.3% | Added |
| Encompass Wealth Advisors, LLC | 34,184 | $9.26M | 2.28% | +174+0.5% | Added |
| F&V Capital Management, LLC | 34,224 | $9.27M | 3.41% | −17,425−33.7% | Reduced |
| Searle & Co. | 34,290 | $9.29M | 3.80% | +47+0.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 34,298 | $9.29M | 3.10% | +133+0.4% | Added |
| Berman Capital Advisors, LLC | 34,309 | $9.29M | 1.48% | +5,132+17.6% | Added |
| Patton Albertson Miller Group, LLC | 34,486 | $9.34M | 2.13% | −2,437−6.6% | Reduced |
| Peoples Financial Services Corp. | 34,493 | $9.34M | 3.91% | −1,582−4.4% | Reduced |
| Triangle Securities Wealth Management | 34,502 | $9.35M | 3.16% | −684−1.9% | Reduced |
| Uncommon Cents Investing LLC | 34,513 | $9.35M | 3.74% | −20−0.1% | Reduced |
| Selway Asset Management | 34,605 | $9.37M | 5.02% | −1,285−3.6% | Reduced |
| Summit Financial Group Inc | 34,648 | $9.39M | 3.51% | +3,243+10.3% | Added |
| Tarsadia Capital, LLC | 34,678 | $9.39M | 6.92% | −19,105−35.5% | Reduced |
| Amica Retiree Medical Trust | 34,722 | $9.41M | 5.95% | 00.0% | Unchanged |
| Karp Capital Management Corp | 34,749 | $9.41M | 1.39% | +1,721+5.2% | Added |
| Connable Office Inc | 34,816 | $9.43M | 1.31% | −1,011−2.8% | Reduced |
| McMillion Capital Management Inc | 34,828 | $9.44M | 5.14% | −1,016−2.8% | Reduced |
| Blume Capital Management, Inc. | 34,838 | $9.44M | 3.45% | −420−1.2% | Reduced |
| Ravenstone Capital Management Inc. | 34,870 | $9.45M | 8.48% | +34,870 | New |
| Brown Miller Wealth Management, LLC | 34,965 | $9.47M | 6.05% | +245+0.7% | Added |
| Maytus Capital Management, LLC | 35,000 | $9.48M | 3.02% | −40,000−53.3% | Reduced |
| Lederer & Associates Investment Counsel | 35,066 | $9.50M | 6.32% | +472+1.4% | Added |
| Advisor Resource Council | 35,150 | $9.52M | 1.00% | +35,150 | New |
| Pinnacle Wealth Planning Services, Inc. | 35,199 | $9.54M | 2.33% | 00.0% | Unchanged |
| Premier Asset Management LLC | 35,276 | $9.56M | 1.41% | +26,758+314.1% | Added |