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 |
|---|---|---|---|---|---|
| Baron Financial Group, LLC | 2,254 | $610.6K | 0.38% | −224−9.0% | Reduced |
| Richard P Slaughter Associates Inc | 2,264 | $613.0K | 0.24% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 2,263 | $613.0K | 0.28% | +441+24.2% | Added |
| Powell Investment Advisors, LLC | 2,268 | $614.0K | 0.38% | +50+2.3% | Added |
| Hershey Trust Co | 2,272 | $615.0K | 0.01% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 2,276 | $617.0K | 0.25% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 2,282 | $618.0K | 0.53% | 00.0% | Unchanged |
| Praetorian Wealth Management, Inc. | 2,292 | $620.0K | 0.21% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,292 | $621.0K | 0.16% | −12,621−84.6% | Reduced |
| Alethea Capital Management, LLC | 2,300 | $623.0K | 0.39% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 2,300 | $623.0K | 0.48% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 2,307 | $625.0K | 0.36% | −25−1.1% | Reduced |
| Petix & Botte Co | 2,314 | $627.0K | 0.44% | −42−1.8% | Reduced |
| FFT Wealth Management LLC | 2,330 | $631.0K | 0.14% | +2,330 | New |
| Birmingham Capital Management Co Inc | 2,355 | $638.0K | 0.23% | +185+8.5% | Added |
| UBP Investment Advisors SA | 2,379 | $640.0K | 0.24% | −1,000−29.6% | Reduced |
| Skylands Capital, LLC | 2,375 | $643.0K | 0.08% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 2,381 | $645.0K | 0.17% | 00.0% | Unchanged |
| Derby & Company, Inc | 2,384 | $646.0K | 0.13% | 00.0% | Unchanged |
| Avion Wealth | 2,399 | $650.0K | 0.20% | −159−6.2% | Reduced |
| Compass Advisory Group LLC | 2,401 | $650.0K | 0.40% | +5+0.2% | Added |
| Campbell & CO Investment Adviser LLC | 2,400 | $650.0K | 0.28% | +2,400 | New |
| Odey Holdings Ltd | 2,400 | $650.0K | 5.54% | +2,400 | New |
| Camarda Financial Advisors, LLC | 2,409 | $653.0K | 0.40% | +280+13.2% | Added |
| Black Diamond Financial, LLC | 2,415 | $654.0K | 0.26% | +11+0.5% | Added |
| Total Investment Management Inc | 2,415 | $654.0K | 0.11% | +396+19.6% | Added |
| TL Private Wealth | 2,421 | $656.0K | 0.38% | 00.0% | Unchanged |
| Epiq Partners, LLC | 2,427 | $657.0K | 0.33% | +74+3.1% | Added |
| Stuart Chaussee & Associates, Inc. | 2,426 | $657.0K | 0.29% | +414+20.6% | Added |
| Ascension Capital Advisors, Inc. | 2,439 | $661.0K | 0.42% | +573+30.7% | Added |
| Kelman-Lazarov, Inc. | 2,445 | $662.0K | 0.23% | −12−0.5% | Reduced |
| Sterling Manor Financial, LLC | 2,452 | $664.0K | 0.53% | −59−2.3% | Reduced |
| West Financial Advisors, LLC | 2,455 | $665.0K | 0.20% | −10−0.4% | Reduced |
| Cedar Mountain Advisors, LLC | 2,465 | $668.0K | 0.22% | +8+0.3% | Added |
| Personal Wealth Partners | 2,494 | $676.0K | 0.27% | −89−3.4% | Reduced |
| Covey Capital Advisors, LLC | – | $677.0K | 0.51% | – | – |
| DCF Advisers, LLC | 2,500 | $677.0K | 0.34% | 00.0% | Unchanged |
| Doliver Advisors, LP | 2,502 | $678.0K | 0.22% | +432+20.9% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,509 | $680.0K | 0.26% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 2,502 | $681.0K | 0.34% | 00.0% | Unchanged |
| Marshall Financial Group Inc | 2,519 | $682.0K | 0.29% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 2,525 | $684.0K | 0.27% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2,528 | $685.0K | 0.23% | −2−0.1% | Reduced |
| Keystone Wealth Partners | 2,534 | $686.0K | 0.41% | +549+27.7% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,531 | $687.0K | 0.20% | +5+0.2% | Added |
| Riversedge Advisors, LLC | 2,538 | $688.0K | 0.25% | +285+12.6% | Added |
| Samlyn Capital, LLC | 2,555 | $693.0K | 0.01% | −6,529−71.9% | Reduced |
| Capital CS Group, LLC | 2,561 | $694.0K | 0.57% | +2,561 | New |
| Orin Green Financial, LLC | 2,571 | $696.0K | 0.49% | −445−14.8% | Reduced |
| Sageworth Trust Co | 2,570 | $696.0K | 0.05% | −221−7.9% | Reduced |
| Oldfather Financial Services, LLC | 2,429 | $696.0K | 0.38% | −19−0.8% | Reduced |
| Sightline Wealth Advisors, LLC | 2,586 | $701.0K | 0.58% | +10.0% | Added |
| Financial Planning & Information Services, Inc. | 2,593 | $702.0K | 0.21% | −5−0.2% | Reduced |
| Arnhold LLC | 2,600 | $704.0K | 0.08% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 2,620 | $710.0K | 0.06% | +472+22.0% | Added |
| Charter Research & Investment Group, Inc. | 2,624 | $711.0K | 0.59% | +62+2.4% | Added |
| Vantage Consulting Group Inc | 2,642 | $716.0K | 0.12% | +655+33.0% | Added |
| Ferguson Shapiro LLC | 2,655 | $719.0K | 0.42% | +3+0.1% | Added |
| WJ Wealth Management, LLC | 2,659 | $720.0K | 2.23% | +32+1.2% | Added |
| Lion Street Advisors, LLC | 2,661 | $720.9K | 26.16% | +2,661 | New |
| Juncture Wealth Strategies, LLC | 2,524 | $723.0K | 0.42% | +2,524 | New |
| Aprio Wealth Management, LLC | 2,698 | $731.0K | 0.35% | +2,698 | New |
| Shaker Investments LLC | 2,703 | $732.0K | 0.34% | 00.0% | Unchanged |
| Elm Advisors, LLC | 2,708 | $734.0K | 0.43% | −100−3.6% | Reduced |
| Coe Capital Management, LLC | 2,713 | $735.0K | 0.69% | −60−2.2% | Reduced |
| Cranbrook Wealth Management, LLC | 2,723 | $738.0K | 0.17% | −50−1.8% | Reduced |
| Blue Water Life Science Advisors, LLC | 2,726 | $738.0K | 0.28% | 00.0% | Unchanged |
| Brickley Wealth Management | 2,724 | $738.0K | 0.19% | +279+11.4% | Added |
| Ruffer LLP | 2,739 | $742.0K | 0.02% | −62−2.2% | Reduced |
| ESL Trust Services, LLC | 2,742 | $743.0K | 0.22% | −131−4.6% | Reduced |
| Providence First Trust Co | 2,746 | $744.0K | 0.35% | −20−0.7% | Reduced |
| Chiron Capital Management, LLC | 2,755 | $746.0K | 0.62% | −900−24.6% | Reduced |
| Eclectic Associates Inc | 2,763 | $748.0K | 0.56% | −181−6.1% | Reduced |
| Salomon & Ludwin, LLC | 2,762 | $748.0K | 0.12% | +317+13.0% | Added |
| Activest Wealth Management | 2,771 | $751.0K | 0.56% | −2,045−42.5% | Reduced |
| Ninepoint Partners LP | 2,810 | $761.0K | 0.34% | +236+9.2% | Added |
| Centiva Capital, LP | 2,813 | $762.0K | 0.06% | −13,364−82.6% | Reduced |
| Lowe Wealth Advisors, LLC | 2,820 | $764.0K | 0.37% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 2,825 | $765.0K | 0.19% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 2,830 | $767.0K | 0.17% | −50−1.7% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,831 | $767.0K | 0.15% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,833 | $767.0K | 0.20% | +130+4.8% | Added |
| Comprehensive Wealth Management, LLC | 2,837 | $768.5K | 0.77% | −444−13.5% | Reduced |
| Long Road Investment Counsel, LLC | 2,862 | $775.0K | 0.34% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 2,867 | $777.0K | 0.55% | +329+13.0% | Added |
| Defined Wealth Management, LLC | 2,877 | $779.0K | 0.69% | +26+0.9% | Added |
| Willow Creek Wealth Management Inc. | 2,886 | $782.0K | 0.19% | +96+3.4% | Added |
| Marquette Asset Management, LLC | 2,914 | $789.0K | 0.17% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 2,955 | $801.0K | 0.22% | +85+3.0% | Added |
| Inspirion Wealth Advisors, LLC | 2,974 | $806.0K | 0.20% | −475−13.8% | Reduced |
| Engineers Gate Manager LP | 2,983 | $808.0K | 0.05% | −48,099−94.2% | Reduced |
| Financial Advisors Network, Inc. | 2,982 | $808.0K | 0.24% | +81+2.8% | Added |
| EMC Capital Management | 2,800 | $811.0K | 0.46% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,000 | $812.7K | 0.96% | +426+16.6% | Added |
| Draper Asset Management, LLC | 3,005 | $814.0K | 0.81% | +496+19.8% | Added |
| Essex Private Wealth Management, LLC | 3,014 | $816.0K | 0.75% | +400+15.3% | Added |
| Tower Wealth Partners, Inc. | 3,031 | $821.0K | 0.90% | +6+0.2% | Added |
| Williams Financial, LLC | 3,041 | $823.0K | 0.67% | +22+0.7% | Added |
| Lee Financial Group Hawaii, Inc. | 3,049 | $826.0K | 0.60% | −515−14.5% | Reduced |
| Boothe Investment Group, Inc. | 3,043 | $826.0K | 0.43% | +210+7.4% | Added |