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 |
|---|---|---|---|---|---|
| Northwest Wealth Management, LLC | 4,973 | $1.35M | 0.71% | +1,146+29.9% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 4,988 | $1.35M | 0.99% | +369+8.0% | Added |
| Palladiem, LLC | 4,987 | $1.35M | 1.09% | 00.0% | Unchanged |
| Retirement Planning Group | 4,987 | $1.35M | 0.16% | +112+2.3% | Added |
| Pacific Capital Wealth Advisors, Inc | 4,997 | $1.35M | 0.68% | −550−9.9% | Reduced |
| Opus Investment Management Inc | 5,000 | $1.35M | 0.20% | 00.0% | Unchanged |
| Foundry Partners, LLC | 5,018 | $1.36M | 0.05% | +150+3.1% | Added |
| Apexium Financial, LP | 5,029 | $1.36M | 0.85% | −51−1.0% | Reduced |
| Aspireon Wealth Advisors | 5,050 | $1.37M | 0.88% | +5,050 | New |
| Rodgers & Associates, LTD | 5,055 | $1.37M | 0.22% | −534−9.6% | Reduced |
| Noked Capital LTD | 5,070 | $1.37M | 0.34% | 00.0% | Unchanged |
| Noked Israel Ltd | 5,070 | $1.37M | 0.34% | 00.0% | Unchanged |
| Single Point Partners, LLC | 5,085 | $1.38M | 0.47% | +175+3.6% | Added |
| Epstein & White Financial LLC | 5,087 | $1.38M | 0.36% | +138+2.8% | Added |
| GeoWealth Management, LLC | 5,100 | $1.38M | 0.17% | +338+7.1% | Added |
| Western Financial Corporation | 5,111 | $1.38M | 0.75% | +283+5.9% | Added |
| Thrive Capital Management, LLC | 5,115 | $1.39M | 1.08% | +1,094+27.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 5,138 | $1.39M | 0.10% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 5,146 | $1.39M | 0.60% | −100−1.9% | Reduced |
| Hobart Private Capital, LLC | 5,157 | $1.40M | 0.57% | −566−9.9% | Reduced |
| Range Financial Group LLC | 5,164 | $1.40M | 1.03% | +394+8.3% | Added |
| Keebeck Alpha, LP | 5,184 | $1.40M | 0.49% | −80−1.5% | Reduced |
| TriaGen Wealth Management LLC | 4,940 | $1.41M | 0.73% | −166−3.3% | Reduced |
| Kathmere Capital Management, LLC | 5,202 | $1.41M | 0.27% | +368+7.6% | Added |
| LifePro Asset Management | 5,209 | $1.41M | 0.42% | −136−2.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,247 | $1.42M | 0.36% | −5,852−52.7% | Reduced |
| ArrowMark Colorado Holdings LLC | 5,248 | $1.42M | 0.01% | −19,642−78.9% | Reduced |
| Grace Capital | 5,255 | $1.42M | 0.95% | +675+14.7% | Added |
| Parametrica Management Ltd | 5,258 | $1.43M | 1.05% | −517−9.0% | Reduced |
| Sadoff Investment Management LLC | 5,268 | $1.43M | 0.10% | +25+0.5% | Added |
| Vista Investment Management | 5,284 | $1.43M | 0.84% | −44−0.8% | Reduced |
| Truepoint, Inc. | 5,312 | $1.44M | 0.08% | +338+6.8% | Added |
| Dorchester Wealth Management Co | 5,331 | $1.44M | 0.33% | +91+1.7% | Added |
| US Financial Advisors, LLC | 5,390 | $1.46M | 0.71% | −944−14.9% | Reduced |
| Paragon Wealth Strategies, LLC | 5,388 | $1.46M | 0.40% | +10.0% | Added |
| Berkeley, Inc | 5,390 | $1.46M | 1.05% | +143+2.7% | Added |
| Planning Alternatives Ltd | 5,406 | $1.46M | 0.24% | +64+1.2% | Added |
| Golden Green, Inc. | 5,408 | $1.47M | 1.12% | +12+0.2% | Added |
| Koss-Olinger Consulting, LLC | 5,413 | $1.47M | 0.22% | −957−15.0% | Reduced |
| Driehaus Capital Management LLC | 5,413 | $1.47M | 0.02% | −929−14.6% | Reduced |
| Armbruster Capital Management, Inc. | 5,411 | $1.47M | 0.41% | −194−3.5% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 5,410 | $1.47M | 0.17% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 5,445 | $1.48M | 1.29% | −14−0.3% | Reduced |
| Burns Matteson Capital Management, LLC | 5,446 | $1.48M | 1.17% | +452+9.1% | Added |
| Campion Asset Management LLC | 5,465 | $1.48M | 1.23% | −1,955−26.3% | Reduced |
| Cordasco Financial Network | 5,472 | $1.48M | 1.03% | +10+0.2% | Added |
| Colton Groome Financial Advisors, LLC | 5,490 | $1.49M | 0.68% | +5,490 | New |
| Geo Capital Gestora de Recursos Ltd | 5,512 | $1.49M | 0.71% | −185−3.2% | Reduced |
| Bridge Advisory, LLC | 5,528 | $1.50M | 0.76% | +2,023+57.7% | Added |
| Black Swift Group, LLC | 5,565 | $1.51M | 0.73% | +5,500+8,461.5% | Added |
| White Lighthouse Investment Management Inc. | 5,569 | $1.51M | 0.41% | −112−2.0% | Reduced |
| JFS Wealth Advisors, LLC | 5,605 | $1.52M | 0.23% | +421+8.1% | Added |
| Pasadena Private Wealth, LLC | 5,618 | $1.52M | 0.52% | −8−0.1% | Reduced |
| Cavalier Investments, LLC | 5,623 | $1.52M | 0.55% | −164−2.8% | Reduced |
| Sentinel Trust Co Lba | 5,631 | $1.52M | 0.23% | +2,400+74.3% | Added |
| Goepper Burkhardt LLC | 5,637 | $1.53M | 0.96% | +238+4.4% | Added |
| One Wealth Advisors, LLC | 5,672 | $1.54M | 0.49% | +747+15.2% | Added |
| Select Asset Management & Trust | 5,685 | $1.54M | 0.87% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 5,722 | $1.55M | 0.33% | +125+2.2% | Added |
| Orgel Wealth Management, LLC | 5,736 | $1.55M | 0.19% | −200−3.4% | Reduced |
| S. Muoio & Co. LLC | 5,743 | $1.56M | 1.32% | 00.0% | Unchanged |
| ERn Financial, LLC | 5,753 | $1.56M | 0.55% | +168+3.0% | Added |
| Gruss & Co., LLC | 5,750 | $1.56M | 5.65% | +2,390+71.1% | Added |
| Compass Ion Advisors, LLC | 5,764 | $1.56M | 0.61% | +868+17.7% | Added |
| Curi Capital | 5,773 | $1.56M | 0.78% | −212−3.5% | Reduced |
| Crumly & Associates Inc. | 5,784 | $1.57M | 0.76% | +1,216+26.6% | Added |
| Tolleson Wealth Management, Inc. | 5,797 | $1.57M | 0.42% | 00.0% | Unchanged |
| Check Capital Management Inc | 5,802 | $1.57M | 0.13% | +100+1.8% | Added |
| GenTrust, LLC | 5,808 | $1.57M | 0.13% | −396−6.4% | Reduced |
| Legacy Wealth Partners, Inc. | 5,812 | $1.57M | 0.88% | +339+6.2% | Added |
| Arlington Financial Advisors, LLC | 5,822 | $1.58M | 0.60% | −425−6.8% | Reduced |
| LFA - Lugano Financial Advisors SA | 5,831 | $1.58M | 0.99% | +1,090+23.0% | Added |
| Capital Financial Services, LLC | 5,837 | $1.58M | 2.01% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 5,848 | $1.58M | 2.08% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 5,865 | $1.59M | 1.29% | −137−2.3% | Reduced |
| Cornerstone National Bank & Trust Co | 5,881 | $1.59M | 0.70% | +147+2.6% | Added |
| MinichMacGregor Wealth Management, LLC | 5,894 | $1.60M | 0.56% | −331−5.3% | Reduced |
| BCS Wealth Management | 5,900 | $1.60M | 0.85% | +200+3.5% | Added |
| Cadent Capital Advisors, LLC | 5,897 | $1.60M | 0.66% | +3,760+175.9% | Added |
| American Financial Advisors, LLC | 5,940 | $1.61M | 0.22% | −7−0.1% | Reduced |
| Summit Wealth Partners, LLC | 5,943 | $1.61M | 0.38% | +23+0.4% | Added |
| McGowan Group Asset Management, Inc. | 5,950 | $1.61M | 0.25% | −63−1.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 6,000 | $1.63M | 0.46% | 00.0% | Unchanged |
| Viking Fund Management LLC | 6,000 | $1.63M | 0.46% | 00.0% | Unchanged |
| Latash Investments, LLC | 6,000 | $1.63M | 1.03% | +6,000 | New |
| Wexford Capital LP | 6,023 | $1.63M | 0.25% | +6,023 | New |
| Strategic Family Wealth Counselors, L.L.C. | 6,036 | $1.64M | 0.53% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 6,037 | $1.64M | 0.30% | +232+4.0% | Added |
| O'Brien Wealth Partners LLC | 5,904 | $1.64M | 0.54% | +1,183+25.1% | Added |
| Emerald Mutual Fund Advisers Trust | 6,065 | $1.64M | 0.05% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 6,094 | $1.65M | 0.46% | +8+0.1% | Added |
| Parkside Advisors LLC | 6,099 | $1.65M | 0.53% | −172−2.7% | Reduced |
| Coastal Capital Group, Inc. | 6,103 | $1.65M | 0.39% | +151+2.5% | Added |
| CBIZ Investment Advisory Services, LLC | – | $1.65M | 0.14% | – | – |
| High Pointe Capital Management LLC | 6,110 | $1.66M | 1.30% | 00.0% | Unchanged |
| Advisory Resource Group | 6,119 | $1.66M | 0.66% | +1,118+22.4% | Added |
| Strategic Wealth Management Inc | 6,124 | $1.66M | 0.90% | +5,816+1,888.3% | Added |
| O'Dell Group, LLC | 6,133 | $1.66M | 0.53% | +1,216+24.7% | Added |
| RHS Financial, LLC | 6,145 | $1.67M | 1.24% | −83−1.3% | Reduced |
| Capstone Investment Advisors, LLC | 6,152 | $1.67M | 0.04% | −79,359−92.8% | Reduced |