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 |
|---|---|---|---|---|---|
| Humankind Investments LLC | 39,597 | $10.7M | 5.07% | +5,128+14.9% | Added |
| Mayflower Financial Advisors, LLC | 39,601 | $10.7M | 1.50% | −258−0.6% | Reduced |
| Jupiter Wealth Management LLC | 37,090 | $10.7M | 5.14% | +90+0.2% | Added |
| Symphony Financial, Ltd. Co. | 39,750 | $10.7M | 3.66% | −9,398−19.1% | Reduced |
| Coastal Investment Advisors, Inc. | 39,720 | $10.8M | 2.55% | −503−1.3% | Reduced |
| Pegasus Partners Ltd. | 39,780 | $10.8M | 2.10% | −4,998−11.2% | Reduced |
| Corsair Capital Management, L.P. | 39,798 | $10.8M | 1.87% | −185−0.5% | Reduced |
| Q Capital Solutions | 39,880 | $10.8M | 8.12% | +6,050+17.9% | Added |
| Kesler, Norman & Wride, LLC | 37,934 | $10.8M | 2.49% | −168−0.4% | Reduced |
| Cubist Systematic Strategies, LLC | 39,979 | $10.8M | 0.12% | −100,888−71.6% | Reduced |
| Ally Financial Inc. | 40,000 | $10.8M | 1.08% | −40,000−50.0% | Reduced |
| Chelsea Counsel Co | 40,066 | $10.9M | 5.00% | +117+0.3% | Added |
| Lake Street Financial LLC | 40,034 | $10.9M | 2.77% | −833−2.0% | Reduced |
| Sage Capital Advisors,llc | 38,667 | $10.9M | 4.44% | +1,519+4.1% | Added |
| Smithbridge Asset Management Inc | 40,253 | $10.9M | 3.55% | +82+0.2% | Added |
| Royal Fund Management, LLC | 40,271 | $10.9M | 1.81% | +4,377+12.2% | Added |
| Old Port Advisors | 38,645 | $10.9M | 3.93% | −2,148−5.3% | Reduced |
| Great Diamond Partners, LLC | 40,310 | $10.9M | 3.09% | −323−0.8% | Reduced |
| Atlantic Trust, LLC | 33,860 | $10.9M | 7.14% | −6,434−16.0% | Reduced |
| Investment Management of Virginia LLC | 40,575 | $11.0M | 2.12% | −1,300−3.1% | Reduced |
| Steamboat Capital Partners, LLC | 40,597 | $11.0M | 2.83% | −541−1.3% | Reduced |
| Exane Derivatives | 39,218 | $11.0M | 2.58% | +2,782+7.6% | Added |
| Financial Architects, Inc | 40,687 | $11.0M | 1.59% | +840+2.1% | Added |
| Prelude Capital Management, LLC | 40,710 | $11.0M | 0.61% | −10,105−19.9% | Reduced |
| Platform Technology Partners | 40,742 | $11.0M | 4.55% | +40,742 | New |
| RSM US Wealth Management LLC | 40,754 | $11.0M | 0.60% | +4,730+13.1% | Added |
| Bar Harbor Trust Services | 40,772 | $11.0M | 3.55% | −405−1.0% | Reduced |
| Asset Dedication, LLC | 40,862 | $11.1M | 1.65% | +7,355+22.0% | Added |
| Torray LLC | 40,890 | $11.1M | 1.63% | −356−0.9% | Reduced |
| Tiedemann Advisors, LLC | 40,918 | $11.1M | 0.44% | −3,207−7.3% | Reduced |
| Modera Wealth Management, LLC | 40,948 | $11.1M | 0.60% | −854−2.0% | Reduced |
| Clear Harbor Asset Management, LLC | 41,011 | $11.1M | 1.36% | −853−2.0% | Reduced |
| Moser Wealth Advisors, LLC | 41,030 | $11.1M | 7.16% | +1,921+4.9% | Added |
| Mattern Capital Management, LLC | 41,037 | $11.1M | 2.20% | +766+1.9% | Added |
| Cornerstone Wealth Group, LLC | 40,156 | $11.1M | 2.27% | +8,680+27.6% | Added |
| Nkcfo LLC | 41,175 | $11.2M | 3.75% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41,225 | $11.2M | 1.12% | −2,624−6.0% | Reduced |
| Tiemann Investment Advisors, LLC | 41,270 | $11.2M | 5.23% | −913−2.2% | Reduced |
| Legacy Wealth Management, LLC | 41,373 | $11.2M | 6.21% | +160+0.4% | Added |
| Trustmark National Bank Trust Department | 41,393 | $11.2M | 0.89% | −609−1.4% | Reduced |
| Puzo Michael J | 41,407 | $11.2M | 3.49% | −3,166−7.1% | Reduced |
| DT Investment Partners, LLC | 41,428 | $11.2M | 1.55% | +202+0.5% | Added |
| Chapman Investment Management, LLC | 41,596 | $11.3M | 6.25% | +466+1.1% | Added |
| Makena Capital Management LLC | 41,754 | $11.3M | 1.67% | +3,473+9.1% | Added |
| Virtue Capital Management, LLC | 41,761 | $11.3M | 2.26% | +1,656+4.1% | Added |
| Baldwin Investment Management, LLC | 42,065 | $11.4M | 1.94% | −882−2.1% | Reduced |
| Benson Investment Management Company, Inc. | 42,108 | $11.4M | 5.81% | −2,285−5.1% | Reduced |
| Compton Capital Management Inc | 42,170 | $11.4M | 3.36% | −355−0.8% | Reduced |
| One Capital Management, LLC | 42,216 | $11.4M | 1.02% | +3,921+10.2% | Added |
| River & Mercantile Asset Management LLP | 42,323 | $11.5M | 0.74% | −5,042−10.6% | Reduced |
| Stanley-Laman Group, Ltd. | 42,325 | $11.5M | 1.63% | +3,108+7.9% | Added |
| Trust Co of Oklahoma | 42,367 | $11.5M | 3.89% | −505−1.2% | Reduced |
| Insight Wealth Strategies, LLC | 42,369 | $11.5M | 1.63% | −9,619−18.5% | Reduced |
| Johanson Financial Advisors, Inc. | 40,857 | $11.5M | 3.88% | −207−0.5% | Reduced |
| Lawson Kroeker Investment Management Inc | 42,437 | $11.5M | 3.64% | −255−0.6% | Reduced |
| Angeles Investment Advisors, LLC | 42,654 | $11.6M | 0.72% | +10,814+34.0% | Added |
| NVWM, LLC | 42,811 | $11.6M | 4.17% | −2,097−4.7% | Reduced |
| Physicians Financial Services, Inc. | 42,823 | $11.6M | 4.76% | −173−0.4% | Reduced |
| Portland Global Advisors LLC | 42,945 | $11.6M | 2.26% | +681+1.6% | Added |
| Carderock Capital Management Inc | 42,974 | $11.6M | 3.19% | +1,318+3.2% | Added |
| Vident Investment Advisory, LLC | 43,062 | $11.7M | 0.35% | +2,107+5.1% | Added |
| Ashton Thomas Private Wealth, LLC | 43,148 | $11.7M | 1.78% | −1,137−2.6% | Reduced |
| Windsor Creek Advisors, LLC | 43,309 | $11.7M | 4.41% | +108+0.2% | Added |
| Stevens Capital Management LP | 43,410 | $11.8M | 3.44% | +43,410 | New |
| New England Investment & Retirement Group, Inc. | 43,527 | $11.8M | 2.56% | +1,515+3.6% | Added |
| Rodgers Brothers Inc. | 43,537 | $11.8M | 2.26% | +757+1.8% | Added |
| Marietta Wealth Management, LLC | 43,566 | $11.8M | 2.66% | +602+1.4% | Added |
| Keystone Financial Group | 43,596 | $11.8M | 2.14% | −275−0.6% | Reduced |
| McGinn Investment Management, Inc. | 43,687 | $11.8M | 8.47% | −780−1.8% | Reduced |
| Koshinski Asset Management, Inc. | 43,742 | $11.8M | 1.49% | −7,768−15.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 43,750 | $11.9M | 0.98% | −160.0% | Reduced |
| Aspiriant, LLC | 43,936 | $11.9M | 0.67% | +739+1.7% | Added |
| Waycross Partners, LLC | 43,956 | $11.9M | 6.33% | −400−0.9% | Reduced |
| Zions Bancorporation, N.A. | 43,997 | $11.9M | 1.19% | +2,730+6.6% | Added |
| Valicenti Advisory Services Inc | 44,017 | $11.9M | 3.30% | −873−1.9% | Reduced |
| Birinyi Associates Inc | 44,039 | $11.9M | 4.14% | −725−1.6% | Reduced |
| B. Riley Wealth Management, Inc. | 44,070 | $11.9M | 1.32% | −3,719−7.8% | Reduced |
| West Branch Capital LLC | 44,092 | $11.9M | 5.87% | +160+0.4% | Added |
| Grandview Asset Management LLC | 44,125 | $12.0M | 6.56% | +2,160+5.1% | Added |
| Avantax Planning Partners, Inc. | 44,137 | $12.0M | 0.56% | +1,646+3.9% | Added |
| Budros, Ruhlin & Roe, Inc. | 44,150 | $12.0M | 1.32% | −663−1.5% | Reduced |
| Capital Investment Advisory Services, LLC | 44,168 | $12.0M | 1.50% | −739−1.6% | Reduced |
| Csenge Advisory Group | 44,085 | $12.0M | 1.06% | +11,098+33.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 44,300 | $12.0M | 1.09% | −1,105−2.4% | Reduced |
| WealthPLAN Partners, LLC | 41,976 | $12.0M | 0.85% | +75+0.2% | Added |
| Altfest L J & Co Inc | 44,465 | $12.0M | 2.60% | −986−2.2% | Reduced |
| Baugh & Associates, LLC | 44,553 | $12.1M | 7.49% | −488−1.1% | Reduced |
| Stonnington Group, LLC | 43,536 | $12.1M | 2.69% | +726+1.7% | Added |
| Private Capital Advisors, Inc. | 44,642 | $12.1M | 2.05% | +40,399+952.1% | Added |
| First Washington CORP | 44,672 | $12.1M | 4.51% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 44,689 | $12.1M | 2.57% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 44,688 | $12.1M | 2.84% | +1,048+2.4% | Added |
| Cinctive Capital Management LP | 44,692 | $12.1M | 0.66% | +16,068+56.1% | Added |
| Texas Yale Capital Corp. | 44,715 | $12.1M | 0.69% | +70+0.2% | Added |
| Muhlenkamp & Co Inc | 44,776 | $12.1M | 4.45% | +75+0.2% | Added |
| Rehmann Capital Advisory Group | 44,606 | $12.2M | 1.18% | +276+0.6% | Added |
| Gabalex Capital Management LLC | 45,000 | $12.2M | 5.73% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 45,013 | $12.2M | 3.98% | +444+1.0% | Added |
| Inlet Private Wealth, LLC | 45,061 | $12.2M | 3.20% | −449−1.0% | Reduced |
| Tairen Capital Ltd | 45,132 | $12.2M | 2.14% | +5,616+14.2% | Added |