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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| AMJ Financial Wealth Management | 45,173 | $12.2M | 5.33% | +611+1.4% | Added |
| Portolan Capital Management, LLC | 45,194 | $12.2M | 0.88% | −219−0.5% | Reduced |
| Armstrong Shaw Associates Inc | 45,267 | $12.3M | 10.66% | −2,702−5.6% | Reduced |
| Lincoln Capital LLC | 45,298 | $12.3M | 3.44% | +97+0.2% | Added |
| Glassman Wealth Services | 45,361 | $12.3M | 2.57% | −1,476−3.2% | Reduced |
| Soltis Investment Advisors LLC | 45,611 | $12.4M | 1.96% | +10,562+30.1% | Added |
| Zevin Asset Management LLC | 45,840 | $12.4M | 2.47% | +3,929+9.4% | Added |
| Abbot Financial Management, Inc. | 45,974 | $12.5M | 5.44% | −128−0.3% | Reduced |
| Central Bank & Trust Co | 46,038 | $12.5M | 2.01% | +140.0% | Added |
| Ritholtz Wealth Management | 46,041 | $12.5M | 0.90% | +6,939+17.7% | Added |
| Biondo Investment Advisors, LLC | 45,958 | $12.5M | 2.14% | +533+1.2% | Added |
| Timber Creek Capital Management LLC | 46,073 | $12.5M | 4.05% | +5,078+12.4% | Added |
| Bourgeon Capital Management LLC | 46,218 | $12.5M | 2.69% | −5,795−11.1% | Reduced |
| Isthmus Partners, LLC | 46,219 | $12.5M | 2.20% | −1,087−2.3% | Reduced |
| Ninety One SA (PTY) Ltd | 46,352 | $12.6M | 4.60% | +1,632+3.6% | Added |
| Bonness Enterprises Inc | 46,400 | $12.6M | 6.33% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 46,426 | $12.6M | 4.11% | +16,831+56.9% | Added |
| Kidder Stephen W | 46,522 | $12.6M | 3.89% | −679−1.4% | Reduced |
| GPM Growth Investors, Inc. | 46,614 | $12.6M | 6.64% | +455+1.0% | Added |
| Analyst IMS Investment Management Services Ltd. | 46,648 | $12.6M | 1.51% | +1,576+3.5% | Added |
| Patten Group, Inc. | 46,778 | $12.7M | 3.72% | +180+0.4% | Added |
| PRW Wealth Management LLC | 46,778 | $12.7M | 3.72% | +41,747+829.8% | Added |
| Wealthsource Partners, LLC | 46,789 | $12.7M | 1.13% | +1,852+4.1% | Added |
| Pennant Investors, LP | 46,787 | $12.7M | 3.20% | +6,787+17.0% | Added |
| Rothschild Capital Partners, LLC | 46,865 | $12.7M | 4.06% | −1,385−2.9% | Reduced |
| First Sabrepoint Capital Management LP | 47,000 | $12.7M | 4.10% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 47,204 | $12.8M | 3.44% | +2,716+6.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 47,283 | $12.8M | 0.68% | +3,384+7.7% | Added |
| CFM Wealth Partners LLC | 47,352 | $12.8M | 3.41% | +626+1.3% | Added |
| Valmark Advisers, Inc. | 47,372 | $12.8M | 0.24% | +424+0.9% | Added |
| Iowa State Bank | 47,403 | $12.8M | 3.60% | +271+0.6% | Added |
| Keebeck Wealth Management, LLC | 47,408 | $12.8M | 1.85% | +2,685+6.0% | Added |
| Markston International LLC | 47,538 | $12.9M | 7.82% | −239,258−83.4% | Reduced |
| Van Hulzen Asset Management, LLC | 47,558 | $12.9M | 1.93% | +352+0.7% | Added |
| Hall Capital Management Co Inc | 47,621 | $12.9M | 8.33% | +47,621 | New |
| ICICI Prudential Asset Management Co Ltd | 47,589 | $12.9M | 4.86% | +23,249+95.5% | Added |
| Professional Planning | 47,649 | $12.9M | 5.93% | −146−0.3% | Reduced |
| HCR Wealth Advisors | 47,651 | $12.9M | 2.24% | +74+0.2% | Added |
| Whalerock Point Partners, LLC | 47,970 | $13.0M | 5.00% | +1,147+2.4% | Added |
| Capital Planning Advisors, LLC | 47,972 | $13.0M | 2.67% | −875−1.8% | Reduced |
| Bruderman Asset Management, LLC | 47,993 | $13.0M | 4.03% | +774+1.6% | Added |
| Bright Rock Capital Management, LLC | 48,000 | $13.0M | 3.13% | +10,000+26.3% | Added |
| Salem Capital Management Inc | 48,040 | $13.0M | 7.13% | −1,142−2.3% | Reduced |
| Taylor Wealth Management Partners | 48,040 | $13.0M | 4.59% | +73+0.2% | Added |
| Consolidated Capital Management, LLC | 48,090 | $13.0M | 6.01% | +984+2.1% | Added |
| Gladstone Institutional Advisory LLC | 48,122 | $13.0M | 1.56% | +19,074+65.7% | Added |
| TLW Wealth Management, LLC | 48,182 | $13.1M | 7.25% | +205+0.4% | Added |
| Wall Street Access Asset Management, LLC | 48,225 | $13.1M | 7.35% | −8,720−15.3% | Reduced |
| EFG Asset Management (Americas) Corp. | 48,233 | $13.1M | 2.43% | +1,092+2.3% | Added |
| Montecito Bank & Trust | 48,518 | $13.1M | 2.52% | −38−0.1% | Reduced |
| Optiver Holding B.V. | 55,586 | $13.2M | 1.80% | +904+1.7% | Added |
| Fragasso Group Inc. | 48,605 | $13.2M | 1.76% | +2,855+6.2% | Added |
| Stoneridge Investment Partners LLC | 48,627 | $13.2M | 6.41% | −385−0.8% | Reduced |
| Oakworth Capital, Inc. | 48,631 | $13.2M | 1.31% | −28−0.1% | Reduced |
| Centre Asset Management, LLC | 48,646 | $13.2M | 6.84% | −11,520−19.1% | Reduced |
| Bulltick Wealth Management, LLC | 48,721 | $13.2M | 3.10% | −4,263−8.0% | Reduced |
| Duff & Phelps Investment Management Co | 48,880 | $13.2M | 0.17% | −7,325−13.0% | Reduced |
| Cornerstone Wealth Management, LLC | 49,043 | $13.3M | 1.40% | −165−0.3% | Reduced |
| Boyd Watterson Asset Management LLC | 49,051 | $13.3M | 5.36% | +31+0.1% | Added |
| Mirova | 49,071 | $13.3M | 1.59% | −1,619−3.2% | Reduced |
| Fieldpoint Private Securities, LLC | 46,468 | $13.3M | 2.91% | +856+1.9% | Added |
| Chase Investment Counsel Corp | 49,278 | $13.3M | 5.51% | −252−0.5% | Reduced |
| American Money Management, LLC | 49,282 | $13.4M | 4.52% | +811+1.7% | Added |
| Origin Asset Management LLP | 49,300 | $13.4M | 1.49% | +3,400+7.4% | Added |
| Wisconsin Capital Management LLC | 49,317 | $13.4M | 5.23% | −2,440−4.7% | Reduced |
| Swarthmore Group Inc | 49,447 | $13.4M | 3.46% | −1,387−2.7% | Reduced |
| Qtron Investments LLC | 49,643 | $13.4M | 3.41% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 49,658 | $13.5M | 2.66% | +8,340+20.2% | Added |
| Financial Insights, Inc. | 49,714 | $13.5M | 11.15% | −89−0.2% | Reduced |
| Lee Capital Holdings LLC | 49,759 | $13.5M | 6.79% | −9,055−15.4% | Reduced |
| Elk River Wealth Management, LLC | 49,759 | $13.5M | 3.49% | +1,013+2.1% | Added |
| Argyle Capital Management Inc. | 49,830 | $13.5M | 4.36% | −262−0.5% | Reduced |
| Broderick Brian C | 49,896 | $13.5M | 3.59% | +264+0.5% | Added |
| Circle Wealth Management, LLC | 49,907 | $13.5M | 1.94% | +629+1.3% | Added |
| Bank of New Hampshire | 49,989 | $13.5M | 3.62% | +49,989 | New |
| Telemark Asset Management, LLC | 50,000 | $13.5M | 1.08% | −20,000−28.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 50,074 | $13.6M | 6.15% | +881+1.8% | Added |
| Centaurus Financial, Inc. | 50,161 | $13.6M | 1.14% | +4,006+8.7% | Added |
| Signature Estate & Investment Advisors LLC | 50,175 | $13.6M | 0.61% | +1,827+3.8% | Added |
| WBH Advisory Inc | 47,048 | $13.6M | 1.99% | −130.0% | Reduced |
| Proficio Capital Partners LLC | 50,222 | $13.6M | 1.66% | +344+0.7% | Added |
| Rowland & Co Investment Counsel | 50,281 | $13.6M | 3.35% | −379−0.7% | Reduced |
| Hodges Capital Management Inc. | 50,337 | $13.6M | 1.53% | +1,757+3.6% | Added |
| Walter & Keenan Financial Consulting Co | 50,410 | $13.7M | 4.71% | −1,537−3.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 50,444 | $13.7M | 3.70% | +376+0.8% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 50,475 | $13.7M | 1.94% | −449−0.9% | Reduced |
| Trust Co of Kansas | 50,581 | $13.7M | 7.76% | +1,244+2.5% | Added |
| Knuff & Co LLC | 50,597 | $13.7M | 5.10% | +237+0.5% | Added |
| McGuire Investment Group, LLC | 50,603 | $13.7M | 2.60% | −129−0.3% | Reduced |
| Univest Financial Corp | 50,666 | $13.7M | 3.77% | +170+0.3% | Added |
| CRA Financial Services, LLC | 50,809 | $13.8M | 4.79% | +631+1.3% | Added |
| Winch Advisory Services, LLC | 50,825 | $13.8M | 4.95% | +667+1.3% | Added |
| Trustcore Financial Services, LLC | 50,846 | $13.8M | 1.45% | +1,322+2.7% | Added |
| AXS Investments LLC | 50,876 | $13.8M | 4.20% | +19,074+60.0% | Added |
| Boston Partners | 50,888 | $13.8M | 0.02% | −33,097−39.4% | Reduced |
| Cohen Lawrence B | 50,906 | $13.8M | 7.03% | −1,551−3.0% | Reduced |
| Alps Advisors Inc | 50,968 | $13.8M | 0.12% | −1,055−2.0% | Reduced |
| Bluegrass Capital Partners LP | 51,000 | $13.8M | 7.85% | 00.0% | Unchanged |
| Cadence Bank NA | 51,182 | $13.9M | 4.15% | −806−1.6% | Reduced |
| Joel Isaacson & Co., LLC | 51,278 | $13.9M | 1.08% | +1,060+2.1% | Added |