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 |
|---|---|---|---|---|---|
| Shepherd Kaplan Krochuk, LLC | 6,156 | $1.67M | 0.60% | −790−11.4% | Reduced |
| Hillsdale Investment Management Inc. | 6,195 | $1.68M | 0.13% | +330+5.6% | Added |
| AllSquare Wealth Management LLC | 6,214 | $1.68M | 0.98% | +50+0.8% | Added |
| FOCUS Wealth Advisors, LLC | 6,235 | $1.69M | 1.18% | +77+1.3% | Added |
| Rock Point Advisors, LLC | 6,246 | $1.69M | 0.49% | −485−7.2% | Reduced |
| Manchester Financial Inc | 6,247 | $1.69M | 0.67% | +13+0.2% | Added |
| Profit Investment Management, LLC | 6,278 | $1.70M | 0.90% | 00.0% | Unchanged |
| Quantitative Systematic Strategies LLC | 6,284 | $1.70M | 0.59% | −13,357−68.0% | Reduced |
| WFA of San Diego, LLC | 6,283 | $1.70M | 1.32% | −30.0% | Reduced |
| Paragon Advisors, LLC | 6,291 | $1.70M | 0.80% | −600−8.7% | Reduced |
| Mascoma Wealth Management LLC | 6,288 | $1.70M | 0.73% | −102−1.6% | Reduced |
| Hardy Reed LLC | 6,291 | $1.70M | 0.30% | −15−0.2% | Reduced |
| Cohen & Steers, Inc. | 6,293 | $1.71M | 0.00% | +85+1.4% | Added |
| KFA Private Wealth Group, LLC | 6,306 | $1.71M | 0.93% | −282−4.3% | Reduced |
| C M Bidwell & Associates Ltd | 6,324 | $1.71M | 1.12% | +441+7.5% | Added |
| Elmwood Wealth Management, Inc. | 6,328 | $1.71M | 0.90% | −83−1.3% | Reduced |
| TAP Consulting, LLC | 6,334 | $1.72M | 0.48% | −132−2.0% | Reduced |
| Red Cedar Capital, LLC | 6,333 | $1.72M | 1.08% | 00.0% | Unchanged |
| Virtu Financial LLC | 6,341 | $1.72M | 0.17% | −2,240−26.1% | Reduced |
| Capital Directions Investment Advisors, LLC | 6,344 | $1.72M | 0.52% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 6,345 | $1.72M | 0.38% | +493+8.4% | Added |
| Newman & Schimel, LLC | 6,383 | $1.73M | 1.09% | +4+0.1% | Added |
| PSI Advisors, LLC | 6,385 | $1.73M | 0.91% | +117+1.9% | Added |
| OPSEU Pension Plan Trust Fund | 6,283 | $1.74M | 0.45% | +3,827+155.8% | Added |
| D. Scott Neal, Inc. | 6,407 | $1.74M | 0.79% | 00.0% | Unchanged |
| WP Advisors, LLC | 6,424 | $1.74M | 0.73% | +334+5.5% | Added |
| First Citizens Financial Corp | 6,428 | $1.74M | 1.32% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 6,428 | $1.74M | 0.56% | +1,109+20.8% | Added |
| Cutler Group LP | 6,453 | $1.75M | 0.13% | −25,560−79.8% | Reduced |
| Lionsbridge Wealth Management LLC | 6,458 | $1.75M | 1.87% | +1,073+19.9% | Added |
| Triumph Capital Management | 6,189 | $1.75M | 1.02% | +6,189 | New |
| Dean Investment Associates, LLC | 6,460 | $1.75M | 0.32% | −92−1.4% | Reduced |
| Ironwood Investment Management LLC | 6,460 | $1.75M | 0.88% | +124+2.0% | Added |
| Gill Capital Partners, LLC | 6,465 | $1.75M | 0.82% | −77−1.2% | Reduced |
| Triton Wealth Management, PLLC | 6,010 | $1.75M | 1.00% | +1,224+25.6% | Added |
| Roble, Belko & Company, Inc | 6,512 | $1.76M | 0.40% | −17−0.3% | Reduced |
| Hummer Financial Advisory Services Inc | 6,530 | $1.77M | 1.63% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 6,534 | $1.77M | 2.21% | +260+4.1% | Added |
| Running Point Capital Advisors, LLC | 6,539 | $1.77M | 0.81% | +2,857+77.6% | Added |
| Texas Capital Bancshares Inc | 6,545 | $1.77M | 1.29% | +8+0.1% | Added |
| Levy Wealth Management Group, LLC | 6,542 | $1.77M | 1.02% | +1,393+27.1% | Added |
| Engrave Wealth Partners LLC | 6,558 | $1.78M | 0.54% | −40−0.6% | Reduced |
| Reitz Capital Advisors LLC | 6,561 | $1.78M | 1.25% | +150+2.3% | Added |
| Summit Wealth & Retirement Planning, Inc. | 6,587 | $1.78M | 0.66% | −1,031−13.5% | Reduced |
| Wagner Wealth Management, LLC | 6,595 | $1.79M | 1.28% | +616+10.3% | Added |
| Birchcreek Wealth Management, LLC | 6,599 | $1.79M | 1.72% | +67+1.0% | Added |
| Caption Management, LLC | 6,600 | $1.79M | 0.16% | +1,790+37.2% | Added |
| Clarity Wealth Advisors, LLC | 6,609 | $1.79M | 0.93% | −10−0.2% | Reduced |
| Cedar Wealth Management, LLC | 6,639 | $1.80M | 0.81% | +181+2.8% | Added |
| Traphagen Investment Advisors LLC | 6,647 | $1.80M | 0.31% | +77+1.2% | Added |
| Navellier & Associates Inc | 6,650 | $1.80M | 0.27% | −15,737−70.3% | Reduced |
| Southland Equity Partners LLC | 6,658 | $1.80M | 0.85% | +134+2.1% | Added |
| Vanguard Capital Wealth Advisors | 6,662 | $1.80M | 1.37% | −344−4.9% | Reduced |
| MPS Loria Financial Planners, LLC | 6,675 | $1.81M | 0.83% | −1,585−19.2% | Reduced |
| Mosaic Advisors LLC | 6,674 | $1.81M | 1.18% | +75+1.1% | Added |
| Firestone Capital Management | 6,698 | $1.81M | 0.66% | −186−2.7% | Reduced |
| Round Table Services, LLC | 6,700 | $1.81M | 0.40% | −55−0.8% | Reduced |
| Latitude Advisors, LLC | 6,705 | $1.82M | 1.35% | −48−0.7% | Reduced |
| Aldebaran Financial Inc. | 6,720 | $1.82M | 1.60% | −295−4.2% | Reduced |
| Navalign, LLC | 6,729 | $1.82M | 0.77% | +188+2.9% | Added |
| Midwest Wealth Management Inc. | 6,756 | $1.83M | 1.31% | +311+4.8% | Added |
| Sunburst Financial Group, LLC | 6,773 | $1.83M | 1.17% | −200−2.9% | Reduced |
| Johnson Bixby & Associates, LLC | 6,319 | $1.84M | 0.53% | +1,550+32.5% | Added |
| Clearwater Capital Advisors, LLC | 6,797 | $1.84M | 0.21% | +10+0.1% | Added |
| Larson Financial Group LLC | 6,803 | $1.84M | 0.43% | +2,074+43.9% | Added |
| Ade, LLC | 6,807 | $1.84M | 1.68% | +310+4.8% | Added |
| Bridgeworth, LLC | 6,813 | $1.85M | 0.53% | −81−1.2% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 6,818 | $1.85M | 1.20% | +6+0.1% | Added |
| Delos Wealth Advisors, LLC | 6,867 | $1.86M | 2.33% | +6,867 | New |
| Monticello Wealth Management, LLC | 6,868 | $1.86M | 0.18% | +742+12.1% | Added |
| Eldridge Investment Advisors, Inc. | 6,913 | $1.87M | 0.68% | −19−0.3% | Reduced |
| TD Capital Management LLC | 6,925 | $1.88M | 0.23% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 6,950 | $1.88M | 0.25% | −168−2.4% | Reduced |
| Vanderbilt University | 6,990 | $1.89M | 0.40% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 6,987 | $1.90M | 0.32% | −39−0.6% | Reduced |
| High Falls Advisors, Inc | 7,006 | $1.90M | 0.51% | +56+0.8% | Added |
| MBA Advisors LLC | 7,009 | $1.90M | 1.42% | −32−0.5% | Reduced |
| Jacobsen Capital Management | 7,021 | $1.90M | 0.97% | +1,894+36.9% | Added |
| F3Logic, LLC | 7,033 | $1.91M | 0.23% | −117−1.6% | Reduced |
| TimesSquare Capital Management, LLC | 7,040 | $1.91M | 0.02% | −10−0.1% | Reduced |
| KB Financial Partners, LLC | 7,045 | $1.91M | 0.72% | −75−1.1% | Reduced |
| Glovista Investments LLC | 7,050 | $1.91M | 0.45% | +100+1.4% | Added |
| Blueprint Investment Partners LLC | 7,053 | $1.91M | 1.53% | −1,198−14.5% | Reduced |
| Fort, L.P. | 7,072 | $1.92M | 0.55% | −685−8.8% | Reduced |
| ERTS Wealth Advisors, LLC | 7,095 | $1.92M | 0.52% | −120−1.7% | Reduced |
| DSC Advisors, L.P. | 7,106 | $1.93M | 1.86% | −2,112−22.9% | Reduced |
| Bickling Financial Services, Inc. | 7,114 | $1.93M | 0.87% | +487+7.3% | Added |
| V2 Financial group LLC | 7,119 | $1.93M | 1.64% | +594+9.1% | Added |
| Xcel Wealth Management, LLC | 7,139 | $1.93M | 0.58% | +1,367+23.7% | Added |
| Twin Focus Capital Partners, LLC | 7,142 | $1.94M | 0.45% | +3,108+77.0% | Added |
| Magnolia Capital Management Ltd | 7,150 | $1.94M | 1.86% | −50−0.7% | Reduced |
| Montis Financial, LLC | 7,172 | $1.94M | 1.61% | +204+2.9% | Added |
| Vivid Financial Management, Inc. | 7,174 | $1.94M | 0.80% | +215+3.1% | Added |
| Retirement Income Solutions, Inc | 7,174 | $1.94M | 0.66% | 00.0% | Unchanged |
| Strategic Wealth Management Group, LLC | 7,199 | $1.95M | 0.71% | −1,434−16.6% | Reduced |
| Ascendant Capital Management, LLC | 7,200 | $1.95M | 1.39% | +2,200+44.0% | Added |
| Quantitative Value Technologies, LLC | 7,199 | $1.95M | 3.21% | +5,809+417.9% | Added |
| Dimension Capital Management LLC | 7,212 | $1.95M | 0.42% | −376−5.0% | Reduced |
| Twin Lakes Capital Management, LLC | 7,207 | $1.95M | 1.09% | −51−0.7% | Reduced |
| Arq Wealth Advisors, LLC | 7,218 | $1.96M | 1.25% | +4,614+177.2% | Added |