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 |
|---|---|---|---|---|---|
| Jasper Ridge Partners, L.P. | 51,457 | $13.9M | 0.69% | +394+0.8% | Added |
| Harbor Island Capital LLC | 51,482 | $13.9M | 6.94% | 00.0% | Unchanged |
| Kingdon Capital Management, L.L.C. | 51,500 | $14.0M | 2.13% | −22,400−30.3% | Reduced |
| Andra AP-fonden | 51,500 | $14.0M | 0.28% | −3,500−6.4% | Reduced |
| Spectrum Management Group, LLC | 51,525 | $14.0M | 2.45% | +4,224+8.9% | Added |
| Hohimer Wealth Management, LLC | 51,581 | $14.0M | 2.86% | +5,101+11.0% | Added |
| Greenwich Wealth Management LLC | 51,623 | $14.0M | 1.19% | +2,339+4.7% | Added |
| Tudor Investment Corp Et Al | 51,839 | $14.0M | 0.29% | −23,733−31.4% | Reduced |
| BKD Wealth Advisors, LLC | 51,839 | $14.0M | 0.65% | −3,895−7.0% | Reduced |
| Unio Capital LLC | 51,860 | $14.0M | 6.27% | −3,600−6.5% | Reduced |
| Union Heritage Capital, LLC | 52,000 | $14.1M | 6.57% | −9,120−14.9% | Reduced |
| Glen Eagle Advisors, LLC | 52,137 | $14.1M | 4.39% | +899+1.8% | Added |
| NTV Asset Management LLC | 52,152 | $14.1M | 2.50% | −921−1.7% | Reduced |
| Security National Bank | 52,236 | $14.2M | 3.73% | +215+0.4% | Added |
| David J Yvars Group | 52,372 | $14.2M | 7.97% | −582−1.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 52,380 | $14.2M | 3.60% | +1,017+2.0% | Added |
| Segment Wealth Management, LLC | 52,423 | $14.2M | 1.69% | +797+1.5% | Added |
| Comerica Securities,inc. | 52,433 | $14.2M | 1.07% | −5,638−9.7% | Reduced |
| Capital City Trust Co | 52,438 | $14.2M | 4.31% | +258+0.5% | Added |
| Triasima Portfolio Management inc. | 52,459 | $14.2M | 0.69% | −472−0.9% | Reduced |
| Verdence Capital Advisors LLC | 52,619 | $14.3M | 1.98% | +17,205+48.6% | Added |
| Baker Chad R | 52,625 | $14.3M | 3.21% | 00.0% | Unchanged |
| Codex Capital, L.L.C. | 52,650 | $14.3M | 7.46% | +10,400+24.6% | Added |
| Flagship Harbor Advisors, LLC | 52,723 | $14.3M | 1.53% | +1,208+2.3% | Added |
| Grand Jean Capital Management Inc | 52,795 | $14.3M | 3.55% | −35,650−40.3% | Reduced |
| Essex Financial Services, Inc. | 60,738 | $14.3M | 2.07% | 00.0% | Unchanged |
| Barings LLC | 52,883 | $14.3M | 0.33% | −3,926−6.9% | Reduced |
| Quadrant Capital Group LLC | 52,906 | $14.3M | 2.08% | +1,216+2.4% | Added |
| WoodTrust Financial Corp | 52,958 | $14.3M | 3.79% | +3,445+7.0% | Added |
| Shikiar Asset Management Inc | 52,957 | $14.3M | 4.05% | +4,784+9.9% | Added |
| International Assets Investment Management, LLC | 92,794 | $14.4M | 2.67% | −106,517−53.4% | Reduced |
| Annex Advisory Services, LLC | 53,000 | $14.4M | 1.16% | +1,435+2.8% | Added |
| Wells Trecaso Financial Group, LLC | 53,041 | $14.4M | 6.91% | −30−0.1% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 53,075 | $14.4M | 10.25% | −1,275−2.3% | Reduced |
| Hotaling Investment Management, LLC | 53,095 | $14.4M | 5.85% | −4,963−8.5% | Reduced |
| Northwest Bancshares, Inc. | 53,093 | $14.4M | 3.26% | −1,301−2.4% | Reduced |
| Minot Wealth Management LLC | 51,213 | $14.4M | 3.14% | +4,084+8.7% | Added |
| TRUE Private Wealth Advisors | 53,205 | $14.4M | 2.14% | −170−0.3% | Reduced |
| Arkadios Wealth Advisors | 53,277 | $14.4M | 1.76% | +13,680+34.5% | Added |
| Benin Management CORP | 53,388 | $14.5M | 4.60% | −996−1.8% | Reduced |
| Laidlaw Wealth Management LLC | 53,389 | $14.5M | 3.73% | +53,389 | New |
| Condor Capital Management | 53,410 | $14.5M | 1.60% | −74−0.1% | Reduced |
| swisspartners Ltd. | 53,415 | $14.5M | 10.28% | −1,043−1.9% | Reduced |
| Tamar Securities, LLC | 53,425 | $14.5M | 5.57% | +1,909+3.7% | Added |
| Strategic Blueprint, LLC | 53,458 | $14.5M | 2.30% | +12,322+30.0% | Added |
| First National Bank & Trust Co of Newtown | 53,550 | $14.5M | 3.00% | −1,209−2.2% | Reduced |
| WESPAC Advisors SoCal, LLC | 53,558 | $14.5M | 4.81% | +3,675+7.4% | Added |
| Somerset Trust Co | 53,611 | $14.5M | 5.93% | −772−1.4% | Reduced |
| Old Point Trust & Financial Services N A | 53,742 | $14.6M | 6.43% | −1,905−3.4% | Reduced |
| Mattern Wealth Management LLC | 51,876 | $14.6M | 4.64% | −1,519−2.8% | Reduced |
| Scott & Selber, Inc. | 53,817 | $14.6M | 5.59% | −352−0.6% | Reduced |
| Key Square Capital Management LLC | 53,827 | $14.6M | 2.98% | −150,732−73.7% | Reduced |
| Aaron Wealth Advisors | 53,829 | $14.6M | 4.80% | +544+1.0% | Added |
| Acorn Financial Advisory Services Inc | 53,919 | $14.6M | 4.31% | +72+0.1% | Added |
| Meridian Wealth Advisors, LLC | 53,933 | $14.6M | 4.14% | +2,375+4.6% | Added |
| Old Second National Bank of Aurora | 53,961 | $14.6M | 4.01% | −2,151−3.8% | Reduced |
| Ergoteles LLC | 54,145 | $14.7M | 0.34% | +54,145 | New |
| Alpha Family Trust | 54,196 | $14.7M | 4.62% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 54,201 | $14.7M | 1.10% | −1,342−2.4% | Reduced |
| Andesa Financial Management Inc. | 54,257 | $14.7M | 4.43% | −715−1.3% | Reduced |
| Executive Wealth Management, LLC | 54,334 | $14.7M | 1.61% | +2,264+4.3% | Added |
| West Coast Financial LLC | 54,379 | $14.7M | 2.40% | +416+0.8% | Added |
| RPG Investment Advisory, LLC | 54,420 | $14.7M | 2.40% | −943−1.7% | Reduced |
| Hartford Financial Management Inc. | 54,611 | $14.8M | 3.67% | −107−0.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 54,695 | $14.8M | 1.21% | +6,966+14.6% | Added |
| Apollon Wealth Management, LLC | 54,726 | $14.8M | 2.65% | −1,617−2.9% | Reduced |
| Stokes Family Office, LLC | 54,747 | $14.8M | 2.10% | +1,369+2.6% | Added |
| NBW Capital LLC | 54,844 | $14.9M | 3.62% | −538−1.0% | Reduced |
| Institute for Wealth Management, LLC. | 54,878 | $14.9M | 2.61% | +439+0.8% | Added |
| Pensionfund Sabic | 54,890 | $14.9M | 3.17% | 00.0% | Unchanged |
| Nachman Norwood & Parrott, Inc | 54,904 | $14.9M | 1.51% | −229−0.4% | Reduced |
| Proequities, Inc. | 54,953 | $14.9M | 0.93% | +2,067+3.9% | Added |
| RBF Capital, LLC | 55,000 | $14.9M | 0.83% | 00.0% | Unchanged |
| First Interstate Bank | 55,196 | $15.0M | 1.57% | +55,196 | New |
| Lincoln Capital Corp | 55,226 | $15.0M | 8.53% | +1,362+2.5% | Added |
| Strategy Asset Managers LLC | 55,323 | $15.0M | 3.17% | −668−1.2% | Reduced |
| Fundamentun, LLC | 55,331 | $15.0M | 4.13% | +3,267+6.3% | Added |
| Cypress Asset Management Inc | 55,368 | $15.0M | 3.84% | +1,413+2.6% | Added |
| Family Management Corp | 55,527 | $15.0M | 3.98% | +7,849+16.5% | Added |
| BW Gestao de Investimentos Ltda. | 55,528 | $15.0M | 5.38% | +9,675+21.1% | Added |
| Hedeker Wealth, LLC | 55,538 | $15.0M | 4.68% | +587+1.1% | Added |
| Soditic Asset Management LLP | 55,790 | $15.1M | 7.62% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 55,806 | $15.1M | 0.77% | +6,674+13.6% | Added |
| Barometer Capital Management Inc. | 55,936 | $15.2M | 2.90% | +8,494+17.9% | Added |
| Beck Bode, LLC | 55,952 | $15.2M | 4.18% | +1,313+2.4% | Added |
| Boyar Asset Management Inc. | 56,007 | $15.2M | 9.77% | −391−0.7% | Reduced |
| BFSG, LLC | 56,329 | $15.3M | 2.74% | −1,126−2.0% | Reduced |
| Nixon Peabody Trust Co | 56,458 | $15.3M | 5.89% | −3,732−6.2% | Reduced |
| Capital Investment Counsel, Inc | 56,507 | $15.3M | 3.41% | +1,228+2.2% | Added |
| Community Financial Services Group, LLC | 56,526 | $15.3M | 4.27% | −1,454−2.5% | Reduced |
| Wills Financial Group, Inc. | 56,623 | $15.3M | 6.65% | +615+1.1% | Added |
| Boston Research & Management Inc | 56,694 | $15.4M | 4.66% | −683−1.2% | Reduced |
| Asset Planning Services Inc | 56,807 | $15.4M | 8.90% | −675−1.2% | Reduced |
| Lake Street Advisors Group, LLC | 53,126 | $15.4M | 1.14% | +578+1.1% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 56,976 | $15.4M | 0.34% | +1,346+2.4% | Added |
| Regent Investment Management LLC | 56,997 | $15.4M | 3.62% | −695−1.2% | Reduced |
| Perennial Advisors, LLC | 57,330 | $15.5M | 4.51% | +632+1.1% | Added |
| Nations Financial Group Inc, | 57,415 | $15.6M | 2.61% | +12,426+27.6% | Added |
| Osher Van de Voorde Investment Management | 57,482 | $15.6M | 3.81% | +425+0.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 57,502 | $15.6M | 8.35% | +1,353+2.4% | Added |