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 |
|---|---|---|---|---|---|
| Granite Point Capital Management, L.P. | 4,000 | $1.08M | 0.32% | 00.0% | Unchanged |
| Biltmore Capital Advisors LLC | 4,010 | $1.09M | 0.20% | +20+0.5% | Added |
| Opes Wealth Management LLC | 4,024 | $1.09M | 0.40% | −71−1.7% | Reduced |
| Camelot Portfolios, LLC | 4,036 | $1.09M | 0.44% | −2,896−41.8% | Reduced |
| New Vernon Investment Management LLC | 4,042 | $1.09M | 2.00% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 4,544 | $1.10M | 0.52% | −31,011−87.2% | Reduced |
| FSA Wealth Management LLC | 4,065 | $1.10M | 0.69% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 4,063 | $1.10M | 0.68% | +6+0.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 4,099 | $1.11M | 0.25% | +41+1.0% | Added |
| Concorde Asset Management, LLC | 4,113 | $1.11M | 0.63% | −1,454−26.1% | Reduced |
| Capital Square, LLC | 3,959 | $1.11M | 0.82% | +331+9.1% | Added |
| Gyon Technologies Capital Management, LP | 4,112 | $1.11M | 0.36% | +1,229+42.6% | Added |
| ACT Advisors, LLC. | 4,019 | $1.12M | 0.85% | −25−0.6% | Reduced |
| ShoreHaven Wealth Partners, LLC | 4,137 | $1.12M | 0.60% | −81−1.9% | Reduced |
| First National Corp | 5,546 | $1.13M | 0.39% | −432−7.2% | Reduced |
| Center For Asset Management LLC | 4,171 | $1.13M | 0.97% | +294+7.6% | Added |
| Harvest Investment Services, LLC | 4,186 | $1.13M | 0.48% | +206+5.2% | Added |
| Peterson Wealth Advisors, LLC | 4,195 | $1.14M | 0.40% | −207−4.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 4,193 | $1.14M | 0.01% | +373+9.8% | Added |
| Syquant Capital SAS | 4,200 | $1.14M | 1.36% | −200−4.5% | Reduced |
| Ullmann Financial Group, Inc. | 4,212 | $1.14M | 0.47% | +3+0.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 4,214 | $1.14M | 0.69% | +12+0.3% | Added |
| TLWM | 4,220 | $1.15M | 0.41% | +74+1.8% | Added |
| Smith & Howard Wealth Management, LLC | 4,230 | $1.15M | 0.54% | −368−8.0% | Reduced |
| New York Life Investments Alternatives | 4,243 | $1.15M | 0.77% | −66−1.5% | Reduced |
| Meridian Wealth Partners, LLC | 4,248 | $1.15M | 0.27% | +108+2.6% | Added |
| Legal Advantage Investments, Inc. | 4,250 | $1.15M | 0.79% | 00.0% | Unchanged |
| Marotta Asset Management | 4,238 | $1.15M | 0.28% | +439+11.6% | Added |
| Pettinga Financial Advisors, LLC | 4,270 | $1.16M | 0.31% | −228−5.1% | Reduced |
| Tacita Capital Inc | 4,296 | $1.16M | 0.70% | +235+5.8% | Added |
| Caz Investments LP | 4,300 | $1.17M | 1.25% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 4,300 | $1.17M | 0.56% | +4,300 | New |
| Cypress Capital Management LLC (WY) | 4,318 | $1.17M | 0.91% | −10−0.2% | Reduced |
| Alliance Wealth Management Group | 4,320 | $1.17M | 0.39% | +138+3.3% | Added |
| Heck Capital Advisors, LLC | 4,330 | $1.17M | 0.23% | +62+1.5% | Added |
| Avenue 1 Advisors, LLC | 4,340 | $1.18M | 0.68% | −53−1.2% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 4,351 | $1.18M | 0.42% | −7−0.2% | Reduced |
| Horan Securities, Inc. | 4,366 | $1.18M | 0.86% | +1,044+31.4% | Added |
| EWG Elevate Inc. | 4,364 | $1.19M | 0.46% | +85+2.0% | Added |
| Aua Capital Management, LLC | 4,393 | $1.19M | 0.74% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 4,148 | $1.19M | 0.82% | +867+26.4% | Added |
| Dougherty Wealth Advisers LLC | 4,412 | $1.20M | 1.76% | 00.0% | Unchanged |
| Accel Wealth Management | 4,412 | $1.20M | 0.79% | +101+2.3% | Added |
| Arcus Capital Partners, LLC | 4,413 | $1.20M | 0.56% | −74−1.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 4,260 | $1.20M | 0.52% | +847+24.8% | Added |
| Willis Johnson & Associates, Inc. | 4,438 | $1.20M | 0.17% | +64+1.5% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,300 | $1.21M | 0.52% | +127+3.0% | Added |
| Atlas Private Wealth Management | 4,455 | $1.21M | 0.74% | +908+25.6% | Added |
| Consolidated Planning Corp | 4,462 | $1.21M | 0.89% | −80−1.8% | Reduced |
| Opus Capital Group, LLC | 4,473 | $1.21M | 0.28% | +55+1.2% | Added |
| O'Neil Global Advisors, Inc. | 4,476 | $1.21M | 0.38% | +2,476+123.8% | Added |
| Benjamin Edwards Inc | 4,487 | $1.22M | 0.84% | +259+6.1% | Added |
| P.A.W. Capital Corp | 4,500 | $1.22M | 1.04% | −500−10.0% | Reduced |
| Fca Corp | 4,550 | $1.23M | 0.35% | −1,433−24.0% | Reduced |
| Tillar-Wenstrup Advisors, LLC | 4,556 | $1.23M | 0.56% | −122−2.6% | Reduced |
| X-Square Capital, LLC | 4,563 | $1.24M | 0.59% | +362+8.6% | Added |
| Intelligence Driven Advisers, LLC | 4,571 | $1.24M | 0.24% | +2,533+124.3% | Added |
| Fermata Advisors, LLC | 4,573 | $1.24M | 0.72% | +2,033+80.0% | Added |
| CKW Financial Group | 4,570 | $1.24M | 0.20% | −25−0.5% | Reduced |
| Susquehanna International Group Ltd. | 4,587 | $1.24M | 0.42% | −9,927−68.4% | Reduced |
| Ironsides Asset Advisors, LLC | 4,587 | $1.24M | 0.37% | −130−2.8% | Reduced |
| CCG Wealth Management, LLC | 4,587 | $1.24M | 0.97% | +38+0.8% | Added |
| Pachira Investments Inc. | 4,594 | $1.25M | 0.87% | −387−7.8% | Reduced |
| Valtinson Bruner Financial Planning LLC | 4,347 | $1.25M | 0.71% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 4,607 | $1.25M | 0.99% | +2,663+137.0% | Added |
| Karani Asset Management LLC | 4,617 | $1.25M | 0.65% | +42+0.9% | Added |
| Pensionmark Financial Group, LLC | 4,637 | $1.26M | 0.29% | +20+0.4% | Added |
| Brand Asset Management Group, Inc. | 4,636 | $1.26M | 0.61% | +839+22.1% | Added |
| Resource Planning Group | 4,635 | $1.26M | 0.73% | +1,281+38.2% | Added |
| Hamilton Capital, LLC | 4,649 | $1.26M | 0.12% | −792−14.6% | Reduced |
| Mainstay Capital Management LLC | 4,659 | $1.26M | 0.30% | +12+0.3% | Added |
| Karn, Couzens & Associates, Inc. | 4,667 | $1.26M | 0.98% | −57−1.2% | Reduced |
| Barber Financial Group, Inc. | 4,666 | $1.26M | 0.17% | +80+1.7% | Added |
| Trustees of Columbia University in the City of New York | 4,678 | $1.27M | 1.87% | 00.0% | Unchanged |
| Brown University | 4,678 | $1.27M | 0.21% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 4,449 | $1.27M | 0.75% | +474+11.9% | Added |
| Reston Wealth Management LLC | 4,685 | $1.27M | 0.63% | −96−2.0% | Reduced |
| Brouwer & Janachowski, LLC | 4,715 | $1.28M | 0.22% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 4,726 | $1.28M | 0.74% | +1,346+39.8% | Added |
| Trinity Financial Advisors LLC | 4,753 | $1.29M | 0.90% | −272−5.4% | Reduced |
| Sovereign Financial Group, Inc. | 5,471 | $1.29M | 0.78% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 4,788 | $1.30M | 0.98% | −365−7.1% | Reduced |
| Axiom Financial Strategies, LLC | 4,800 | $1.30M | 0.60% | +46+1.0% | Added |
| USAdvisors Wealth Management, LLC | 4,821 | $1.31M | 0.71% | +146+3.1% | Added |
| One Charles Private Wealth Services, LLC | 4,822 | $1.31M | 0.88% | +3,609+297.5% | Added |
| Blackcrane Capital, LLC | 4,826 | $1.31M | 1.65% | 00.0% | Unchanged |
| IFG Advisors, LLC | 4,841 | $1.31M | 0.62% | +1,501+44.9% | Added |
| North Point Portfolio Managers Corp | 4,853 | $1.31M | 0.18% | −265−5.2% | Reduced |
| Green Square Capital Advisors LLC | 4,861 | $1.32M | 0.36% | +323+7.1% | Added |
| Diversified Portfolios, Inc. | 4,864 | $1.32M | 0.50% | +2,745+129.5% | Added |
| Financial & Tax Architects, LLC | 4,875 | $1.32M | 0.65% | +127+2.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 4,885 | $1.32M | 0.48% | +1,340+37.8% | Added |
| Sound Income Strategies, LLC | 4,893 | $1.32M | 0.19% | −1,511−23.6% | Reduced |
| Jeereddi Investments, LP | 4,896 | $1.33M | 1.12% | −2,104−30.1% | Reduced |
| Davidson Capital Management Inc. | 4,893 | $1.33M | 0.64% | −506−9.4% | Reduced |
| Safeguard Investment Advisory Group, LLC | 4,903 | $1.33M | 0.95% | +732+17.5% | Added |
| Pin Oak Investment Advisors Inc | 4,922 | $1.33M | 1.36% | −1,423−22.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,936 | $1.34M | 0.87% | +86+1.8% | Added |
| BEAM Asset Management, LLC | 4,941 | $1.34M | 1.15% | +740+17.6% | Added |
| Northern Capital Management, Inc. | 4,960 | $1.34M | 1.14% | +507+11.4% | Added |