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 |
|---|---|---|---|---|---|
| LVW Advisors, LLC | 35,281 | $9.56M | 1.70% | +275+0.8% | Added |
| Temasek Holdings (Private) Ltd | 35,289 | $9.56M | 0.03% | −274,107−88.6% | Reduced |
| Vontobel Swiss Wealth Advisors AG | 36,067 | $9.59M | 4.93% | −465−1.3% | Reduced |
| Bell Bank | 35,432 | $9.60M | 1.27% | +15,317+76.1% | Added |
| Cim Investment Mangement Inc | 35,505 | $9.62M | 2.98% | −1,338−3.6% | Reduced |
| Cambridge Advisors Inc. | 35,513 | $9.62M | 2.33% | −723−2.0% | Reduced |
| MRJ Capital Inc | 35,567 | $9.63M | 5.61% | +185+0.5% | Added |
| S&T Bank | 35,630 | $9.65M | 1.50% | +33+0.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 35,707 | $9.67M | 4.71% | −8,731−19.6% | Reduced |
| Advanced Asset Management Advisors Inc | 35,760 | $9.69M | 2.05% | −625−1.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 33,914 | $9.70M | 6.13% | −525−1.5% | Reduced |
| Martin & Co Inc | 35,870 | $9.72M | 2.42% | −1,411−3.8% | Reduced |
| Legacy Capital Partners, Inc. | 35,933 | $9.73M | 3.48% | +75+0.2% | Added |
| Hamilton Wealth, LLC | 35,933 | $9.73M | 4.54% | +1,681+4.9% | Added |
| Pekin Hardy Strauss, Inc. | 35,934 | $9.73M | 1.36% | −1,460−3.9% | Reduced |
| Core Alternative Capital | 35,953 | $9.74M | 2.26% | +5,508+18.1% | Added |
| 44 Wealth Management LLC | 35,965 | $9.74M | 3.75% | +187+0.5% | Added |
| Foster Victor Wealth Advisors, LLC | 35,971 | $9.74M | 1.63% | +2,204+6.5% | Added |
| Notis-McConarty Edward | 36,007 | $9.76M | 3.61% | −1,915−5.0% | Reduced |
| Gardner Lewis Asset Management L P | 36,082 | $9.78M | 1.61% | +2,226+6.6% | Added |
| Miramar Capital, LLC | 33,786 | $9.78M | 3.95% | −448−1.3% | Reduced |
| Marshall & Sullivan Inc | 36,148 | $9.79M | 5.43% | +2,090+6.1% | Added |
| Whitener Capital Management, Inc. | 36,182 | $9.80M | 3.90% | −434−1.2% | Reduced |
| Potrero Capital Research LLC | 36,194 | $9.80M | 2.42% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 36,222 | $9.81M | 2.81% | −510−1.4% | Reduced |
| Aries Wealth Management | 36,299 | $9.83M | 4.21% | +20+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 36,299 | $9.83M | 1.19% | +2,057+6.0% | Added |
| Vishria Bird Financial Group, LLC | 36,416 | $9.87M | 4.86% | +1,092+3.1% | Added |
| Cornerstone Advisory, LLC | 36,469 | $9.88M | 1.66% | +4,549+14.3% | Added |
| Horan Capital Advisors, LLC. | 36,532 | $9.90M | 4.47% | +1,465+4.2% | Added |
| Concentric Wealth Management, LLC | 36,541 | $9.90M | 3.03% | +50.0% | Added |
| Brave Asset Management Inc | 36,564 | $9.90M | 2.92% | +2,641+7.8% | Added |
| AIMZ Investment Advisors, LLC | 36,568 | $9.91M | 4.44% | −123−0.3% | Reduced |
| Ascent Wealth Partners, LLC | 36,576 | $9.91M | 1.89% | −1,088−2.9% | Reduced |
| Avidian Wealth Solutions, LLC | 36,609 | $9.92M | 0.76% | +195+0.5% | Added |
| Sargent Bickham Lagudis LLC | 36,617 | $9.92M | 0.81% | +80.0% | Added |
| Legacy Private Trust Co. | 36,630 | $9.92M | 0.84% | −2,470−6.3% | Reduced |
| Financial Partners Group, Inc | 36,762 | $9.96M | 2.56% | −22−0.1% | Reduced |
| Socorro Asset Management LP | 36,776 | $9.96M | 3.25% | +8,529+30.2% | Added |
| Citizens & Northern Corp | 36,794 | $9.97M | 3.74% | −2,207−5.7% | Reduced |
| All Terrain Financial Advisors, LLC | 36,825 | $9.98M | 4.81% | +2,795+8.2% | Added |
| Spreng Capital Management, Inc. | 36,873 | $9.99M | 6.46% | +163+0.4% | Added |
| Northwest Capital Management Inc | 35,150 | $10.0M | 5.64% | +1,268+3.7% | Added |
| Brookfield Asset Management Inc. | 37,000 | $10.0M | 0.05% | −1,000−2.6% | Reduced |
| Contravisory Investment Management, Inc. | 37,011 | $10.0M | 2.96% | −950−2.5% | Reduced |
| Oarsman Capital, Inc. | 37,024 | $10.0M | 3.98% | −205−0.6% | Reduced |
| Chronos Wealth Management, LLC | 37,051 | $10.0M | 6.89% | +37+0.1% | Added |
| Roman Butler Fullerton & Co | 37,130 | $10.1M | 4.90% | +4,414+13.5% | Added |
| BDO Wealth Advisors, LLC | 37,135 | $10.1M | 1.11% | −1,936−5.0% | Reduced |
| J. W. Coons Advisors, LLC | 37,188 | $10.1M | 3.57% | −1,596−4.1% | Reduced |
| White Pine Investment CO | 37,257 | $10.1M | 3.48% | −595−1.6% | Reduced |
| Cooper Financial Group | 37,312 | $10.1M | 2.06% | +3,213+9.4% | Added |
| Traynor Capital Management, Inc. | 36,432 | $10.1M | 1.41% | +1,094+3.1% | Added |
| Aevitas Wealth Management, Inc. | 37,366 | $10.1M | 6.47% | +2,159+6.1% | Added |
| Live Oak Private Wealth LLC | 37,386 | $10.1M | 2.24% | +452+1.2% | Added |
| GM Advisory Group, Inc. | 37,419 | $10.1M | 1.04% | +2,283+6.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 37,494 | $10.2M | 0.07% | −4,196−10.1% | Reduced |
| Enterprise Bank & Trust Co | 37,552 | $10.2M | 4.02% | −380−1.0% | Reduced |
| Aj Wealth Strategies, LLC | 37,572 | $10.2M | 0.61% | −33−0.1% | Reduced |
| Keel Point, LLC | 37,597 | $10.2M | 1.22% | +186+0.5% | Added |
| Avestar Capital, LLC | 37,615 | $10.2M | 1.96% | +3,647+10.7% | Added |
| Journey Advisory Group, LLC | 37,652 | $10.2M | 3.25% | +2,006+5.6% | Added |
| CFO4Life Group, LLC | 37,698 | $10.2M | 2.36% | −110.0% | Reduced |
| Penbrook Management LLC | 37,826 | $10.2M | 6.46% | −4,700−11.1% | Reduced |
| Wealth Advisors, Inc. | 35,830 | $10.3M | 3.78% | −499−1.4% | Reduced |
| Endurance Wealth Management, Inc. | 37,896 | $10.3M | 1.14% | −706−1.8% | Reduced |
| North Growth Management Ltd. | 38,000 | $10.3M | 1.67% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 38,015 | $10.3M | 0.86% | +5,105+15.5% | Added |
| B&D White Capital Company, LLC | 38,058 | $10.3M | 4.59% | +29,825+362.3% | Added |
| Harrell Investment Partners, LLC | 38,068 | $10.3M | 3.35% | +825+2.2% | Added |
| Front Row Advisors LLC | 34,818 | $10.3M | 4.24% | −563−1.6% | Reduced |
| Bessemer Securities LLC | 38,164 | $10.3M | 4.05% | −1,000−2.6% | Reduced |
| Bank Ozk | 38,182 | $10.3M | 4.58% | −679−1.7% | Reduced |
| Carolinas Wealth Consulting LLC | 38,155 | $10.3M | 2.27% | −1,977−4.9% | Reduced |
| Archford Capital Strategies, LLC | 38,218 | $10.4M | 2.59% | −1,436−3.6% | Reduced |
| Bellecapital International Ltd. | 38,264 | $10.4M | 3.15% | −4,604−10.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 38,274 | $10.4M | 2.95% | +126+0.3% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 38,281 | $10.4M | 1.60% | +190+0.5% | Added |
| Sargent Investment Group, LLC | 38,289 | $10.4M | 2.47% | −189−0.5% | Reduced |
| First Personal Financial Services | 38,373 | $10.4M | 2.66% | −120−0.3% | Reduced |
| Jackson Square Capital, LLC | 38,405 | $10.4M | 3.34% | +676+1.8% | Added |
| Riverpark Capital Management LLC | 38,453 | $10.4M | 4.14% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 38,506 | $10.4M | 3.38% | −1,475−3.7% | Reduced |
| Northside Capital Management, LLC | 38,508 | $10.4M | 2.62% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 38,507 | $10.4M | 1.76% | +1,114+3.0% | Added |
| Oak Grove Capital LLC | 38,519 | $10.4M | 2.41% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 38,533 | $10.4M | 1.31% | +2,105+5.8% | Added |
| Stokes Capital Advisors, LLC | 38,542 | $10.4M | 3.42% | +5,822+17.8% | Added |
| John G Ullman & Associates Inc | 38,620 | $10.5M | 1.36% | −1,000−2.5% | Reduced |
| 20/20 Capital Management, Inc. | 38,813 | $10.5M | 2.72% | +1,439+3.9% | Added |
| Orca Investment Management, LLC | 38,962 | $10.6M | 9.51% | −351−0.9% | Reduced |
| XXEC, Inc. | 39,078 | $10.6M | 7.00% | +1,040+2.7% | Added |
| Intact Investment Management Inc. | 39,150 | $10.6M | 0.30% | −1,200−3.0% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 39,243 | $10.6M | 1.88% | 00.0% | Unchanged |
| White Pine Capital LLC | 37,363 | $10.6M | 3.17% | −1,475−3.8% | Reduced |
| SOA Wealth Advisors, LLC. | 39,300 | $10.6M | 2.74% | +854+2.2% | Added |
| Pegasus Asset Management, Inc. | 39,369 | $10.7M | 4.97% | +874+2.3% | Added |
| Stratos Wealth Advisors, LLC | 39,418 | $10.7M | 0.94% | +6,106+18.3% | Added |
| Bedell Frazier Investment Counseling, LLC | 39,441 | $10.7M | 2.71% | −627−1.6% | Reduced |
| RMR Wealth Builders | 39,569 | $10.7M | 3.51% | −5,829−12.8% | Reduced |