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; 6,247 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Hilltop Wealth Advisors, LLC | 1,514 | $410.0K | 0.29% | 00.0% | Unchanged |
| TPG Financial Advisors, LLC | 1,524 | $413.0K | 0.29% | −97−6.0% | Reduced |
| Beddow Capital Management Inc | 1,525 | $413.0K | 0.24% | 00.0% | Unchanged |
| Benchmark Wealth Management, LLC | 1,524 | $413.0K | 0.28% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 1,482 | $417.0K | 0.29% | −1,520−50.6% | Reduced |
| One Day In July LLC | 1,544 | $418.0K | 0.11% | −4−0.3% | Reduced |
| JFG Wealth Management, LLC | 1,548 | $419.0K | 0.18% | +1,548 | New |
| Howard Capital Management Inc. | 3,130 | $423.0K | 0.08% | −1,007−24.3% | Reduced |
| Lagoda Investment Management, L.P. | 1,560 | $423.0K | 0.20% | 00.0% | Unchanged |
| Oakwell Private Wealth Management, LLC | 1,577 | $427.0K | 0.27% | +1,577 | New |
| Affinia Financial Group, LLC | 1,493 | $428.0K | 0.26% | −4−0.3% | Reduced |
| NewSquare Capital LLC | 1,590 | $431.0K | 0.05% | +548+52.6% | Added |
| jvl associates llc | 1,619 | $439.0K | 0.30% | +317+24.3% | Added |
| Ridgewood Investments LLC | 1,625 | $440.0K | 0.28% | −1,642−50.3% | Reduced |
| Johnson Financial Group, LLC | 1,623 | $440.0K | 0.09% | +1,623 | New |
| Sterling Financial Planning, Inc. | 1,633 | $442.0K | 0.29% | −35−2.1% | Reduced |
| Clear Investment Research, LLC | 1,633 | $442.0K | 0.74% | +1,001+158.4% | Added |
| Thomas Story & Son LLC | 1,640 | $444.0K | 0.17% | −50−3.0% | Reduced |
| Townsend & Associates, Inc | 1,602 | $444.0K | 0.26% | +306+23.6% | Added |
| Stephens Investment Management Group LLC | 1,665 | $451.0K | 0.01% | −238−12.5% | Reduced |
| Bellwether Advisors, LLC | 1,669 | $452.0K | 0.16% | +274+19.6% | Added |
| Insight 2811, Inc. | 1,694 | $459.0K | 0.26% | −6−0.4% | Reduced |
| Karpus Management, Inc. | 1,700 | $461.0K | 0.01% | −8,745−83.7% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 1,706 | $462.0K | 0.00% | −144−7.8% | Reduced |
| Precision Wealth Strategies, LLC | 1,710 | $463.0K | 0.40% | +282+19.7% | Added |
| Beacon Wealthcare LLC | 1,721 | $466.0K | 0.23% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,750 | $474.0K | 0.00% | 00.0% | Unchanged |
| Strid Group, LLC | 1,689 | $474.0K | 0.11% | +222+15.1% | Added |
| Seascape Capital Management | 1,753 | $475.0K | 0.25% | −1−0.1% | Reduced |
| Shapiro Capital Management LLC | 1,763 | $478.0K | 0.01% | −56−3.1% | Reduced |
| Compton Financial Group, LLC | 1,764 | $478.0K | 0.20% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 1,768 | $479.0K | 0.07% | +2+0.1% | Added |
| McNaughton Wealth Management, LLC | 1,767 | $479.0K | 0.34% | +217+14.0% | Added |
| PFG Private Wealth Management, LLC | 1,770 | $479.0K | 0.31% | +323+22.3% | Added |
| Coco Enterprises, LLC | 1,778 | $481.0K | 0.40% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 1,778 | $481.0K | 0.07% | +63+3.7% | Added |
| DHJJ Financial Advisors, Ltd. | 1,783 | $482.0K | 0.25% | −14−0.8% | Reduced |
| Castellan Group, LLC | 1,800 | $488.0K | 0.20% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 1,815 | $492.0K | 0.05% | −49−2.6% | Reduced |
| Banta Asset Management LP | 1,816 | $492.0K | 0.38% | 00.0% | Unchanged |
| Jentner Corp | 1,817 | $492.0K | 0.34% | +1+0.1% | Added |
| Blankinship & Foster, LLC | 1,831 | $496.0K | 0.20% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 1,839 | $498.0K | 0.20% | +209+12.8% | Added |
| Acas, LLC | 1,849 | $501.0K | 0.71% | −50−2.6% | Reduced |
| Conservest Capital Advisors, Inc. | 1,848 | $501.0K | 0.06% | +1+0.1% | Added |
| Financial Enhancement Group LLC | 1,854 | $502.0K | 0.10% | −689−27.1% | Reduced |
| Ambassador Advisors, LLC | 1,867 | $506.0K | 0.10% | 00.0% | Unchanged |
| Adirondack Research & Management Inc. | 1,876 | $508.0K | 0.59% | −29−1.5% | Reduced |
| Welch Capital Partners LLC | 1,890 | $512.0K | 0.12% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 1,895 | $513.0K | 0.32% | +565+42.5% | Added |
| Alamar Capital Management, LLC | 1,905 | $516.0K | 0.45% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,915 | $519.0K | 0.38% | +86+4.7% | Added |
| Financial Advisory Corp | 1,926 | $522.0K | 0.39% | +41+2.2% | Added |
| Penn Davis McFarland Inc | 1,932 | $523.0K | 0.09% | +103+5.6% | Added |
| Element Wealth, LLC | 1,934 | $524.0K | 0.41% | +104+5.7% | Added |
| Alpha DNA Investment Management LLC | 1,964 | $532.0K | 0.37% | −247−11.2% | Reduced |
| Blossom Wealth Management | 1,981 | $537.0K | 4.04% | +169+9.3% | Added |
| Reliant Investment Management, LLC | 1,982 | $537.0K | 0.25% | +640+47.7% | Added |
| Private Wealth Strategies, L.L.C. | 1,993 | $540.0K | 0.14% | −497−20.0% | Reduced |
| McClarren Financial Advisors, Inc. | 1,997 | $540.0K | 0.44% | −30−1.5% | Reduced |
| Sage Private Wealth Group, LLC | 1,997 | $541.0K | 0.73% | +183+10.1% | Added |
| Oasis Management Co Ltd. | 2,000 | $542.0K | 0.10% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 2,021 | $547.0K | 0.49% | +123+6.5% | Added |
| Weybosset Research & Management LLC | 2,025 | $549.0K | 0.22% | 00.0% | Unchanged |
| Resolute Partners Group | 2,028 | $549.0K | 0.08% | +116+6.1% | Added |
| Curran Financial Partners, LLC | 2,038 | $552.0K | 0.30% | −266−11.5% | Reduced |
| Sara-Bay Financial | 2,039 | $552.0K | 0.21% | +160+8.5% | Added |
| Defender Capital, LLC. | 2,050 | $555.0K | 0.18% | +507+32.9% | Added |
| Poplar Forest Capital LLC | 2,054 | $556.0K | 0.05% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 2,057 | $557.0K | 0.57% | +2,057 | New |
| Round Rock Advisors, LLC | 2,060 | $558.0K | 0.41% | −790−27.7% | Reduced |
| Garrison Asset Management, LLC | 2,059 | $558.0K | 0.34% | −209−9.2% | Reduced |
| Youngs Advisory Group, Inc. | 2,064 | $559.0K | 0.60% | +219+11.9% | Added |
| Vista Private Wealth Partners. LLC | 2,084 | $564.0K | 0.24% | −288−12.1% | Reduced |
| Planning Directions Inc | 2,086 | $565.0K | 0.41% | +300+16.8% | Added |
| Bernardo Wealth Planning LLC | 2,087 | $565.0K | 0.34% | +317+17.9% | Added |
| Graybill Bartz & Assoc Ltd | 2,094 | $567.0K | 0.28% | −55−2.6% | Reduced |
| Hall Private Wealth Advisors | 2,098 | $568.0K | 0.37% | +2,098 | New |
| Holloway Wealth Management, LLC | – | $570.0K | 0.17% | – | – |
| MBE Wealth Management, LLC | 2,103 | $570.0K | 0.30% | 00.0% | Unchanged |
| NFC Investments, LLC | 2,112 | $572.0K | 0.15% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 2,116 | $573.0K | 0.17% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 2,115 | $573.0K | 0.37% | 00.0% | Unchanged |
| Ocean Endowment Partners, LLC | 2,228 | $574.0K | 2.75% | −1,103−33.1% | Reduced |
| Cahaba Wealth Management, Inc. | 2,020 | $575.0K | 0.09% | −1,969−49.4% | Reduced |
| Krane Funds Advisors LLC | 2,133 | $578.0K | 0.02% | +2,133 | New |
| PYA Waltman Capital, LLC | 2,156 | $584.0K | 0.30% | +100+4.9% | Added |
| Boston Standard Wealth Management, LLC | 2,166 | $587.0K | 0.18% | +4+0.2% | Added |
| HC Advisors, LLC | 2,182 | $591.0K | 0.36% | +10.0% | Added |
| Ratio Wealth Group | 2,185 | $591.9K | 0.21% | +165+8.2% | Added |
| IronBridge Private Wealth, LLC | 2,186 | $592.0K | 0.37% | +10.0% | Added |
| Falcon Wealth Planning | 2,189 | $593.0K | 0.25% | +703+47.3% | Added |
| McCarthy Asset Management, Inc. | 2,207 | $598.0K | 0.43% | +248+12.7% | Added |
| Corbett Road Capital Management, LLC | 2,212 | $599.0K | 1.06% | −295−11.8% | Reduced |
| Plotkin Financial Advisors, LLC | 2,221 | $601.7K | 0.33% | +43+2.0% | Added |
| Marathon Trading Investment Management LLC | 2,225 | $603.0K | 0.33% | −1,300−36.9% | Reduced |
| Hoese & Co LLP | 2,231 | $604.0K | 0.68% | +52+2.4% | Added |
| Horrell Capital Management, Inc. | 2,235 | $605.0K | 0.22% | −175−7.3% | Reduced |
| IVC Wealth Advisors LLC | 2,234 | $605.0K | 0.43% | −95−4.1% | Reduced |
| New England Professional Planning Group Inc. | 2,124 | $610.0K | 0.37% | −847−28.5% | Reduced |