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 |
|---|---|---|---|---|---|
| Detalus Advisors, LLC | 7,307 | $1.98M | 1.06% | −114−1.5% | Reduced |
| Firethorn Wealth Partners, LLC | 7,308 | $1.98M | 1.66% | −65−0.9% | Reduced |
| NinePointTwo Capital | 7,314 | $1.98M | 0.70% | 00.0% | Unchanged |
| Truehand, Inc | 7,327 | $1.99M | 1.17% | 00.0% | Unchanged |
| CMC Financial Group | 7,332 | $1.99M | 1.13% | −135−1.8% | Reduced |
| Cortland Associates Inc | 7,332 | $1.99M | 0.21% | +119+1.6% | Added |
| Callan Capital, LLC | 7,340 | $1.99M | 0.35% | +391+5.6% | Added |
| Westhampton Capital, LLC | 7,342 | $1.99M | 1.29% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 7,352 | $1.99M | 0.18% | −148−2.0% | Reduced |
| Crew Capital Management, Ltd. | 7,365 | $2.00M | 1.86% | −370−4.8% | Reduced |
| Rosenberg Matthew Hamilton | 7,372 | $2.00M | 1.04% | −45−0.6% | Reduced |
| Addison Advisors LLC | 7,372 | $2.00M | 1.61% | +7,372 | New |
| Source Financial Advisors LLC | 7,375 | $2.00M | 0.51% | −110−1.5% | Reduced |
| Financial Advisory Group | 7,383 | $2.00M | 0.48% | +207+2.9% | Added |
| Charter Oak Capital Management, LLC | 7,385 | $2.00M | 0.26% | +94+1.3% | Added |
| Asset Management Group, Inc. | 7,389 | $2.00M | 0.41% | +699+10.4% | Added |
| Fernwood Investment Management, LLC | 7,407 | $2.01M | 0.66% | +596+8.8% | Added |
| Opal Wealth Advisors, LLC | 7,429 | $2.01M | 1.87% | +751+11.2% | Added |
| Relative Value Partners Group, LLC | 7,435 | $2.01M | 0.16% | +56+0.8% | Added |
| Outlook Wealth Advisors, LLC | 7,442 | $2.02M | 0.64% | +417+5.9% | Added |
| JJJ Advisors Inc. | 7,448 | $2.02M | 0.73% | +778+11.7% | Added |
| WSFS Capital Management, LLC | 7,478 | $2.03M | 0.92% | −328−4.2% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 7,483 | $2.03M | 2.22% | −669−8.2% | Reduced |
| Evolution Wealth Advisors, LLC | 7,491 | $2.03M | 0.41% | −2,805−27.2% | Reduced |
| Aristides Capital LLC | 7,502 | $2.03M | 1.56% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 7,505 | $2.03M | 2.65% | −90−1.2% | Reduced |
| Knightsbridge Asset Management, LLC | 7,538 | $2.04M | 0.79% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 7,563 | $2.05M | 3.12% | −474−5.9% | Reduced |
| KLCM Advisors, Inc. | 7,570 | $2.05M | 0.45% | +21+0.3% | Added |
| Peterson Wealth Management | 7,578 | $2.05M | 1.63% | −392−4.9% | Reduced |
| Conway Capital Management, Inc. | 7,585 | $2.05M | 1.40% | 00.0% | Unchanged |
| Legacy Wealth Planning, LLC | 7,585 | $2.06M | 2.34% | −13−0.2% | Reduced |
| Winton Group Ltd | 7,590 | $2.06M | 0.11% | −10,675−58.4% | Reduced |
| Marshall Financial Group LLC | 7,600 | $2.06M | 1.11% | −923−10.8% | Reduced |
| Lipe & Dalton | 7,603 | $2.06M | 1.07% | −725−8.7% | Reduced |
| Professional Financial Advisors, LLC | 7,610 | $2.06M | 1.14% | +1,480+24.1% | Added |
| Diversified, LLC | 7,654 | $2.07M | 1.16% | +482+6.7% | Added |
| Oak Asset Management, LLC | 7,652 | $2.07M | 0.87% | +7,652 | New |
| AlphaCrest Capital Management LLC | 7,660 | $2.08M | 0.09% | −36,433−82.6% | Reduced |
| Satovsky Asset Management LLC | 7,674 | $2.08M | 1.59% | +755+10.9% | Added |
| D'Orazio & Associates, Inc. | 7,678 | $2.08M | 0.54% | +310+4.2% | Added |
| Interchange Capital Partners, LLC | 7,684 | $2.08M | 3.22% | −213−2.7% | Reduced |
| SFE Investment Counsel | 7,688 | $2.08M | 0.57% | −375−4.7% | Reduced |
| Midwest Professional Planners, LTD. | 7,701 | $2.09M | 1.09% | +7,701 | New |
| Cooper/Haims Advisors, LLC | 7,750 | $2.10M | 1.38% | −288−3.6% | Reduced |
| StrategIQ Financial Group, LLC | 7,754 | $2.10M | 0.41% | −99−1.3% | Reduced |
| Emerald Advisors, LLC | 7,776 | $2.11M | 0.66% | +126+1.6% | Added |
| Baldrige Asset Management LLC | 7,791 | $2.11M | 0.91% | −152−1.9% | Reduced |
| Groesbeck Investment Management Corp | 7,793 | $2.11M | 2.69% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7,796 | $2.11M | 0.37% | +666+9.3% | Added |
| Coho Partners, Ltd. | 7,798 | $2.11M | 0.03% | +1,891+32.0% | Added |
| Washburn Capital Management, Inc. | 7,846 | $2.13M | 1.42% | −130−1.6% | Reduced |
| Aft, Forsyth & Sober, LLC | 7,850 | $2.13M | 0.80% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 7,888 | $2.14M | 1.02% | +459+6.2% | Added |
| Goodwin Daniel L | 7,927 | $2.15M | 1.02% | 00.0% | Unchanged |
| Human Investing LLC | 7,951 | $2.15M | 0.52% | +492+6.6% | Added |
| PBMares Wealth Management LLC | 7,954 | $2.15M | 1.17% | +53+0.7% | Added |
| Lombard Odier Asset Management (USA) Corp | 8,000 | $2.17M | 0.41% | +8,000 | New |
| Salvus Wealth Management, LLC | 8,012 | $2.18M | 1.83% | +1,470+22.5% | Added |
| Derbend Asset Management | 8,037 | $2.18M | 2.03% | +8,037 | New |
| Stillwater Investment Management, LLC | 8,086 | $2.19M | 0.58% | +17+0.2% | Added |
| Requisite Capital Management, LLC | 8,109 | $2.20M | 0.38% | −670−7.6% | Reduced |
| Wellspring Financial Advisors, LLC | 8,117 | $2.20M | 0.69% | +1,164+16.7% | Added |
| Madison Wealth Partners, Inc | 8,128 | $2.20M | 1.26% | +1,667+25.8% | Added |
| CMG Global Holdings, LLC | 8,136 | $2.20M | 1.66% | −10.0% | Reduced |
| Adams Chetwood Wealth Management LLC | 8,153 | $2.21M | 1.56% | +126+1.6% | Added |
| Foresight Wealth Management, LLC | 8,185 | $2.22M | 0.94% | +60+0.7% | Added |
| Corundum Group, Inc. | 8,188 | $2.22M | 1.45% | +187+2.3% | Added |
| Fortress Wealth Group, LLC | 8,226 | $2.23M | 1.99% | +8,226 | New |
| Stewart Asset Management, LLC | 8,309 | $2.25M | 1.16% | +435+5.5% | Added |
| Cutter & CO Brokerage, Inc. | 8,320 | $2.25M | 0.52% | +158+1.9% | Added |
| Wealth Quarterback LLC | 8,317 | $2.25M | 1.37% | +8,317 | New |
| Purus Wealth Management, LLC | 8,339 | $2.26M | 1.63% | +309+3.8% | Added |
| Grant/GrossMendelsohn, LLC | 8,054 | $2.26M | 1.92% | −71−0.9% | Reduced |
| WealthBridge Capital Management, LLC | 8,347 | $2.26M | 0.82% | −330−3.8% | Reduced |
| Garrett Investment Advisors LLC | 8,353 | $2.26M | 0.71% | +1,185+16.5% | Added |
| Ellenbecker Investment Group | 8,406 | $2.28M | 0.75% | −291−3.3% | Reduced |
| PAX Financial Group, LLC | 8,422 | $2.28M | 0.58% | −63−0.7% | Reduced |
| Global Strategic Investment Solutions, LLC | 8,436 | $2.29M | 0.38% | −1,057−11.1% | Reduced |
| Kalos Management, Inc. | 7,948 | $2.29M | 0.93% | −2,668−25.1% | Reduced |
| Sharkey, Howes & Javer | 8,468 | $2.29M | 0.61% | −74−0.9% | Reduced |
| Cornercap Investment Counsel Inc | 8,488 | $2.30M | 0.25% | −2,056−19.5% | Reduced |
| Kelly Lawrence W & Associates Inc | 8,493 | $2.30M | 0.49% | −60−0.7% | Reduced |
| Round Hill Asset Management | 8,494 | $2.30M | 1.13% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 8,507 | $2.31M | 1.76% | +201+2.4% | Added |
| Rede Wealth, LLC | 8,516 | $2.31M | 1.23% | −8−0.1% | Reduced |
| Pointe Capital Management LLC | 8,535 | $2.31M | 1.63% | −412−4.6% | Reduced |
| High Note Wealth, LLC | 8,544 | $2.31M | 0.84% | +26+0.3% | Added |
| Hoover Financial Advisors, Inc. | 8,556 | $2.32M | 0.41% | +202+2.4% | Added |
| Exchange Traded Concepts, LLC | 8,560 | $2.32M | 0.07% | −77−0.9% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 8,574 | $2.32M | 0.73% | −102−1.2% | Reduced |
| Campbell Wealth Management | 8,574 | $2.32M | 0.31% | −5−0.1% | Reduced |
| Lumature Wealth Partners, LLC | 8,588 | $2.33M | 0.96% | +529+6.6% | Added |
| Sugarloaf Wealth Management, LLC | 8,632 | $2.34M | 0.64% | −980−10.2% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,666 | $2.35M | 0.73% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 8,667 | $2.35M | 1.34% | +346+4.2% | Added |
| Penobscot Wealth Management | 8,666 | $2.35M | 2.26% | +8,666 | New |
| Morris Retirement Advisors, LLC | 8,700 | $2.36M | 2.02% | −183−2.1% | Reduced |
| Northstar Group, Inc. | 8,703 | $2.36M | 0.62% | +140+1.6% | Added |
| Focused Wealth Management, Inc | 8,720 | $2.36M | 0.39% | +12+0.1% | Added |