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; 6,248 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 | 6,248 | $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 |
|---|---|---|---|---|---|
| Wealth Advisors of Iowa, LLC | 3,058 | $829.0K | 0.43% | 00.0% | Unchanged |
| Caxton Corp | 3,059 | $829.0K | 0.57% | +1,308+74.7% | Added |
| Guidance Point Advisors, LLC | 3,065 | $830.0K | 0.32% | +2+0.1% | Added |
| Sentinel Pension Advisors Inc | 3,065 | $830.0K | 0.29% | +279+10.0% | Added |
| Rappaport Reiches Capital Management, LLC | 3,069 | $831.4K | 0.87% | +3,069 | New |
| 360 Financial, Inc. | 3,083 | $835.0K | 0.43% | +315+11.4% | Added |
| Donald L. Hagan, LLC | 3,115 | $844.0K | 0.50% | 00.0% | Unchanged |
| LGL Partners, LLC | 3,125 | $847.0K | 0.51% | +13+0.4% | Added |
| PrairieView Partners, LLC | 3,128 | $847.0K | 0.13% | +52+1.7% | Added |
| Catalyst Private Wealth, LLC | 3,130 | $848.0K | 0.47% | +426+15.8% | Added |
| Spectrum Wealth Advisory Group, LLC | 3,145 | $852.0K | 0.83% | +813+34.9% | Added |
| Family Firm, Inc. | 3,153 | $854.0K | 0.23% | +38+1.2% | Added |
| Portfolio Strategies, Inc. | 3,158 | $856.0K | 0.17% | +45+1.4% | Added |
| Sanford Advisory Services, LLC | 3,162 | $857.0K | 0.22% | +100+3.3% | Added |
| Concentrum Wealth Management | 3,171 | $859.0K | 0.55% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 3,202 | $867.0K | 0.13% | +3,202 | New |
| Ford Financial Group, LLC | 3,208 | $869.0K | 0.32% | −114−3.4% | Reduced |
| Lebenthal Global Advisors, LLC | 3,230 | $875.0K | 0.47% | +180+5.9% | Added |
| Wescott Financial Advisory Group, LLC | 3,064 | $877.0K | 0.52% | −392−11.3% | Reduced |
| Fenimore Asset Management Inc | 3,236 | $877.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital, LLC | 3,241 | $878.0K | 0.86% | +225+7.5% | Added |
| Next Capital Management LLC | 3,247 | $880.0K | 0.56% | −16−0.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,257 | $882.0K | 0.33% | −14−0.4% | Reduced |
| Strategic Financial Partners, Ltd. | 3,256 | $882.0K | 0.49% | 00.0% | Unchanged |
| Sym Financial Corp | 3,273 | $887.0K | 0.51% | −102−3.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 3,276 | $887.0K | 0.25% | +230+7.6% | Added |
| Savior LLC | 3,285 | $890.0K | 0.74% | −307−8.5% | Reduced |
| Pacific Center for Financial Services | 3,295 | $893.0K | 0.39% | +716+27.8% | Added |
| Mayfair Advisory Group, LLC | 3,320 | $899.0K | 1.42% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 3,320 | $899.0K | 0.43% | −12−0.4% | Reduced |
| Malaga Cove Capital, LLC | 3,323 | $900.0K | 0.39% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 3,324 | $901.0K | 0.38% | +636+23.7% | Added |
| Aufman Associates Inc | 3,329 | $902.0K | 0.70% | −1,390−29.5% | Reduced |
| Peak Financial Management, Inc. | 3,338 | $904.0K | 0.31% | +336+11.2% | Added |
| Wealthstar Advisors, LLC | 3,336 | $905.0K | 0.35% | +3,336 | New |
| Benedetti & Gucer, Inc. | 3,345 | $906.0K | 0.81% | +690+26.0% | Added |
| Raffa Wealth Management, LLC | 3,354 | $908.6K | 0.31% | −1,922−36.4% | Reduced |
| NFP Retirement, Inc. | 3,362 | $911.0K | 0.35% | +974+40.8% | Added |
| Ategra Capital Management, LLC | 3,369 | $912.8K | 0.47% | −69−2.0% | Reduced |
| Waterfront Wealth Inc. | 3,369 | $913.0K | 0.43% | +126+3.9% | Added |
| Cairn Investment Group, Inc. | 3,375 | $914.0K | 0.67% | +1,031+44.0% | Added |
| Corrigan Financial, Inc. | 3,395 | $919.6K | 0.28% | +177+5.5% | Added |
| David R. Rahn & Associates Inc. | 3,401 | $921.0K | 0.78% | −100−2.9% | Reduced |
| Future Financial Wealth Managment LLC | 3,411 | $924.0K | 0.95% | +187+5.8% | Added |
| Litman Gregory Asset Management LLC | 924 | $924.0K | 0.18% | +880+2,000.0% | Added |
| Fountainhead AM, LLC | 3,988 | $940.0K | 0.50% | −347−8.0% | Reduced |
| Earnest Partners LLC | 3,482 | $943.0K | 0.01% | 00.0% | Unchanged |
| Community Bank of Raymore | 3,495 | $946.0K | 0.30% | −285−7.5% | Reduced |
| Planned Solutions, Inc. | 3,512 | $951.0K | 0.68% | 00.0% | Unchanged |
| Innova Wealth Partners | 3,513 | $952.0K | 0.75% | +25+0.7% | Added |
| Cowa, LLC | 3,516 | $955.0K | 0.59% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 3,540 | $958.0K | 0.53% | −461−11.5% | Reduced |
| Private Management Group Inc | 3,565 | $966.0K | 0.04% | −74−2.0% | Reduced |
| Rinet Co LLC | 3,570 | $967.0K | 0.18% | +164+4.8% | Added |
| MBM Wealth Consultants, LLC | 3,578 | $969.0K | 0.45% | −58−1.6% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 3,578 | $969.0K | 0.06% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,517 | $971.0K | 0.14% | −5,320−77.8% | Reduced |
| Hunter Perkins Capital Management, LLC | 3,590 | $973.0K | 0.18% | 00.0% | Unchanged |
| Silicon Hills Wealth Management, LLC | 3,591 | $973.0K | 0.76% | +102+2.9% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,602 | $976.0K | 0.01% | +25+0.7% | Added |
| Clarus Wealth Advisors | 3,532 | $979.0K | 0.61% | −10−0.3% | Reduced |
| Proquility Private Wealth Partners, LLC | 3,623 | $982.0K | 0.37% | +51+1.4% | Added |
| Braun-Bostich & Associates Inc. | 3,634 | $984.0K | 1.79% | −77−2.1% | Reduced |
| Trinity Wealth Management, LLC | 3,633 | $984.0K | 0.77% | +124+3.5% | Added |
| Colorado Capital Management, Inc. | 3,647 | $987.0K | 0.66% | +114+3.2% | Added |
| Emfo, LLC | 3,643 | $987.0K | 0.86% | +3,643 | New |
| Tiger Eye Capital LLC | 3,646 | $988.0K | 0.25% | +325+9.8% | Added |
| Clark Financial Services Group Inc | 3,659 | $991.0K | 0.78% | +62+1.7% | Added |
| Ackerman Capital Advisors, LLC | 3,665 | $993.0K | 0.23% | −629−14.6% | Reduced |
| RVW Wealth, LLC | 2,580 | $1.00M | 0.13% | −227−8.1% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 3,695 | $1.00M | 0.74% | +293+8.6% | Added |
| Paulson Wealth Management Inc. | 3,698 | $1.00M | 0.48% | +173+4.9% | Added |
| Capital Wealth Alliance, LLC | 3,632 | $1.01M | 0.64% | +160+4.6% | Added |
| Probabilities Fund Management, LLC | 3,720 | $1.01M | 2.57% | 00.0% | Unchanged |
| Retirement Group, LLC | 3,733 | $1.01M | 0.49% | −8,014−68.2% | Reduced |
| Independent Family Office, LLC | 3,740 | $1.01M | 0.40% | 00.0% | Unchanged |
| HYA Advisors, Inc | 3,747 | $1.01M | 0.43% | +331+9.7% | Added |
| First Wilshire Securities Management Inc | 3,750 | $1.02M | 0.36% | +250+7.1% | Added |
| Investment Management Associates Inc | 3,761 | $1.02M | 0.54% | −2,134−36.2% | Reduced |
| Matrix Private Capital Group LLC | 3,764 | $1.02M | 0.56% | −647−14.7% | Reduced |
| Winslow Asset Management Inc | 3,775 | $1.02M | 0.19% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 3,794 | $1.03M | 0.34% | −349−8.4% | Reduced |
| Conestoga Capital Advisors, LLC | 3,834 | $1.04M | 0.02% | −25−0.6% | Reduced |
| Pacific Edge Advisors, LLC | 3,838 | $1.04M | 0.54% | −745−16.3% | Reduced |
| Towerpoint Wealth, LLC | 3,847 | $1.04M | 0.52% | +237+6.6% | Added |
| Mizuho Securities Co. Ltd. | 3,869 | $1.05M | 0.20% | −3,269−45.8% | Reduced |
| Santori & Peters | 3,874 | $1.05M | 0.59% | +10.0% | Added |
| Crestone Asset Management LLC | 3,896 | $1.05M | 0.23% | −267−6.4% | Reduced |
| Newport Capital Group, LLC | 3,902 | $1.06M | 0.84% | 00.0% | Unchanged |
| Systematic Financial Management LP | 3,920 | $1.06M | 0.03% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 3,929 | $1.06M | 0.99% | +7+0.2% | Added |
| Trilogy Capital Inc. | 3,835 | $1.06M | 0.08% | +2,672+229.8% | Added |
| SRS Capital Advisors, Inc. | 3,928 | $1.06M | 0.15% | +3,928 | New |
| FSB Premier Wealth Management, Inc. | 3,932 | $1.06M | 0.55% | +329+9.1% | Added |
| R. W. Roge & Company, Inc. | 3,848 | $1.07M | 0.67% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 3,975 | $1.08M | 1.04% | 00.0% | Unchanged |
| Ampfield Management, L.P. | 3,978 | $1.08M | 0.88% | 00.0% | Unchanged |
| Holistic Financial Partners | 3,991 | $1.08M | 0.65% | +10.0% | Added |
| TrueWealth Advisors, LLC | 3,994 | $1.08M | 0.63% | +24+0.6% | Added |
| Windham Capital Management, LLC | 4,000 | $1.08M | 0.22% | 00.0% | Unchanged |