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 |
|---|---|---|---|---|---|
| Burns J W & Co Inc | 168,554 | $45.7M | 7.18% | −2,884−1.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 168,068 | $45.5M | 4.20% | −5,140−3.0% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 167,438 | $45.4M | 5.51% | +15,724+10.4% | Added |
| Eagle Ridge Investment Management | 167,409 | $45.4M | 5.26% | −5,771−3.3% | Reduced |
| Holocene Advisors, LP | 166,799 | $45.2M | 0.28% | −1,021,451−86.0% | Reduced |
| HighPoint Advisor Group LLC | 166,375 | $45.1M | 4.54% | +21,147+14.6% | Added |
| Albion Financial Group | 166,209 | $45.0M | 3.90% | +166,209 | New |
| Colonial Trust Advisors | 165,791 | $44.9M | 5.48% | −716−0.4% | Reduced |
| Grassi Investment Management | 165,577 | $44.9M | 4.87% | +551+0.3% | Added |
| CWA Asset Management Group, LLC | 164,309 | $44.6M | 3.62% | −2,834−1.7% | Reduced |
| World Asset Management Inc | 164,668 | $44.6M | 4.07% | −5,977−3.5% | Reduced |
| Capital Investment Services of America, Inc. | 164,364 | $44.5M | 4.25% | −2,145−1.3% | Reduced |
| Hilton Capital Management, LLC | 164,350 | $44.5M | 4.71% | +113+0.1% | Added |
| Gluskin Sheff & Assoc Inc | 164,333 | $44.5M | 2.05% | +599+0.4% | Added |
| Strategic Wealth Advisors Group, LLC | 164,026 | $44.4M | 2.01% | +3,026+1.9% | Added |
| Lowe Brockenbrough & Co Inc | 162,691 | $44.1M | 3.97% | +556+0.3% | Added |
| Jones Financial Companies LLLP | 162,616 | $44.1M | 0.07% | −5,834−3.5% | Reduced |
| Narwhal Capital Management | 161,739 | $43.8M | 5.54% | −422−0.3% | Reduced |
| Dearborn Partners LLC | 161,691 | $43.8M | 1.76% | −7,652−4.5% | Reduced |
| Caxton Associates LP | 161,487 | $43.7M | 5.69% | −206,744−56.1% | Reduced |
| MainStreet Investment Advisors LLC | 161,234 | $43.7M | 3.72% | −7,469−4.4% | Reduced |
| Manitou Investment Management Ltd. | 161,185 | $43.7M | 7.65% | −310−0.2% | Reduced |
| Palisade Asset Management, LLC | 160,833 | $43.6M | 5.12% | −1,469−0.9% | Reduced |
| Bank of Hawaii | 160,800 | $43.6M | 2.44% | +923+0.6% | Added |
| Constitution Capital LLC | 160,701 | $43.5M | 26.66% | +16,313+11.3% | Added |
| Matrix Asset Advisors Inc | 160,292 | $43.4M | 6.24% | −2,977−1.8% | Reduced |
| CapWealth Advisors, LLC | 160,195 | $43.4M | 4.71% | −3,793−2.3% | Reduced |
| Montag A & Associates Inc | 159,938 | $43.3M | 2.30% | −1,312−0.8% | Reduced |
| Edgestream Partners, L.P. | 159,652 | $43.3M | 2.55% | +116,603+270.9% | Added |
| FRG Family Wealth Advisors LLC | 159,308 | $43.2M | 8.19% | +901+0.6% | Added |
| Jackson Wealth Management, LLC | 159,107 | $43.1M | 5.45% | +4,687+3.0% | Added |
| TenCore Partners, LP | 158,490 | $42.9M | 6.99% | −93,000−37.0% | Reduced |
| Dowling & Yahnke LLC | 158,108 | $42.8M | 2.46% | +2,210+1.4% | Added |
| Parallel Advisors, LLC | 157,827 | $42.8M | 1.82% | +5,787+3.8% | Added |
| Abner Herrman & Brock LLC | 157,670 | $42.7M | 5.96% | −10,117−6.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 157,375 | $42.6M | 7.69% | +3,617+2.4% | Added |
| Coerente Capital Management | 156,969 | $42.5M | 8.81% | −923−0.6% | Reduced |
| Junto Capital Management LP | 156,791 | $42.5M | 1.35% | −236,832−60.2% | Reduced |
| Bragg Financial Advisors, Inc | 156,538 | $42.4M | 2.71% | +1,984+1.3% | Added |
| Venture Visionary Partners LLC | 155,912 | $42.3M | 3.39% | −18,856−10.8% | Reduced |
| Alerus Financial NA | 155,753 | $42.2M | 4.26% | −7,646−4.7% | Reduced |
| Ledyard National Bank | 155,744 | $42.2M | 4.32% | −1,466−0.9% | Reduced |
| Adell Harriman & Carpenter Inc | 155,434 | $42.1M | 4.43% | −1,676−1.1% | Reduced |
| Anchor Capital Advisors LLC | 154,699 | $41.9M | 0.84% | −4,064−2.6% | Reduced |
| Capco Asset Management, LLC | 154,426 | $41.8M | 12.26% | −5,963−3.7% | Reduced |
| Gamco Investors, Inc. Et Al | 154,370 | $41.8M | 0.35% | +9,170+6.3% | Added |
| Northstar Investment Advisors LLC | 145,884 | $41.6M | 5.50% | −1,589−1.1% | Reduced |
| Vigilant Capital Management, LLC | 152,549 | $41.3M | 3.34% | +1,683+1.1% | Added |
| North Star Asset Management Inc | 152,470 | $41.3M | 2.29% | +407+0.3% | Added |
| Bellevue Asset Management, LLC | 151,852 | $41.1M | 25.10% | −14,285−8.6% | Reduced |
| Pensioenfonds Rail & Ov | 151,700 | $41.1M | 0.90% | +151,700 | New |
| Mutual Advisors, LLC | 151,459 | $41.0M | 2.44% | +203+0.1% | Added |
| Wilsey Asset Management Inc | 151,347 | $41.0M | 10.93% | −270.0% | Reduced |
| Grimes & Company, Inc. | 151,188 | $41.0M | 1.78% | −2,202−1.4% | Reduced |
| Clearstead Advisors, LLC | 151,016 | $40.9M | 3.15% | +1,855+1.2% | Added |
| Ethic Inc. | 150,663 | $40.8M | 4.95% | +38,995+34.9% | Added |
| Mission Wealth Management, LP | 150,615 | $40.8M | 2.17% | −143,934−48.9% | Reduced |
| Kestra Private Wealth Services, LLC | 150,351 | $40.7M | 2.48% | +2,825+1.9% | Added |
| Blue Pool Management Ltd. | 150,291 | $40.7M | 3.39% | +19,200+14.6% | Added |
| AO Asset Management, LP | 148,800 | $40.3M | 2.81% | −10,800−6.8% | Reduced |
| Boston Family Office LLC | 148,768 | $40.3M | 2.88% | −182−0.1% | Reduced |
| Prospera Financial Services Inc | 148,459 | $40.2M | 2.02% | +7,762+5.5% | Added |
| Veritas Investment Management (UK) Ltd | 148,036 | $40.1M | 6.61% | −145−0.1% | Reduced |
| Carret Asset Management, LLC | 147,376 | $39.9M | 4.67% | −3,909−2.6% | Reduced |
| Kings Point Capital Management | 147,356 | $39.9M | 3.65% | −371−0.3% | Reduced |
| CAPROCK Group, Inc. | 147,338 | $39.9M | 3.63% | +4,730+3.3% | Added |
| Carroll Financial Associates, Inc. | 147,209 | $39.9M | 2.26% | −2,001−1.3% | Reduced |
| Novare Capital Management LLC | 147,138 | $39.9M | 4.45% | +2,910+2.0% | Added |
| Beaumont Financial Partners, LLC | 147,118 | $39.9M | 3.04% | +3,445+2.4% | Added |
| Lincoln National Corp | 146,502 | $39.7M | 0.85% | −185−0.1% | Reduced |
| Snowden Capital Advisors LLC | 146,418 | $39.7M | 1.99% | +6,459+4.6% | Added |
| Equitable Trust Co | 146,388 | $39.7M | 2.54% | +3,402+2.4% | Added |
| First Quadrant L P | 145,926 | $39.5M | 4.54% | −14,206−8.9% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 145,900 | $39.5M | 0.34% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 145,600 | $39.4M | 5.24% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 145,413 | $39.4M | 2.79% | +5,784+4.1% | Added |
| O'Shaughnessy Asset Management, LLC | 145,137 | $39.3M | 0.78% | +13,229+10.0% | Added |
| JS Capital Management LLC | 145,000 | $39.3M | 1.90% | −20,000−12.1% | Reduced |
| JustInvest LLC | 144,846 | $39.2M | 4.11% | +26,756+22.7% | Added |
| BTR Capital Management Inc | 144,828 | $39.2M | 4.90% | −709−0.5% | Reduced |
| Papp L Roy & Associates | 144,701 | $39.2M | 4.95% | +12,871+9.8% | Added |
| Bank of Nova Scotia Trust Co | 144,396 | $39.1M | 3.45% | −1,700−1.2% | Reduced |
| Sowell Financial Services LLC | 144,385 | $39.1M | 2.59% | −61,785−30.0% | Reduced |
| Stillwater Capital Advisors, LLC | 144,310 | $39.1M | 6.47% | −2,830−1.9% | Reduced |
| Trust Co of Virginia | 143,638 | $39.0M | 4.26% | −2,244−1.5% | Reduced |
| Parsons Capital Management Inc | 143,708 | $38.9M | 2.98% | −417−0.3% | Reduced |
| Managed Asset Portfolios, LLC | 143,695 | $38.9M | 5.80% | +2,584+1.8% | Added |
| Oak Associates, Ltd | 143,549 | $38.9M | 2.20% | −29,430−17.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 143,251 | $38.8M | 4.39% | −169−0.1% | Reduced |
| Choate Investment Advisors | 143,044 | $38.8M | 2.35% | −5,148−3.5% | Reduced |
| SCS Capital Management LLC | 142,617 | $38.6M | 0.73% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 142,500 | $38.6M | 2.41% | +32,500+29.5% | Added |
| Harvest Volatility Management LLC | 142,243 | $38.5M | 3.11% | +34,570+32.1% | Added |
| Deltec Asset Management LLC | 141,700 | $38.4M | 5.28% | −5,000−3.4% | Reduced |
| Cypress Capital Management LLC | 141,617 | $38.4M | 5.06% | −21,087−13.0% | Reduced |
| 11 Capital Partners LP | 141,175 | $38.2M | 8.79% | +28,305+25.1% | Added |
| DSAM Partners (London) Ltd | 141,121 | $38.2M | 6.42% | +20,294+16.8% | Added |
| Wendell David Associates Inc | 140,891 | $38.2M | 4.27% | +2,860+2.1% | Added |
| Van Cleef Asset Management,Inc | 140,796 | $38.1M | 5.64% | −3,411−2.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 140,719 | $38.1M | 0.92% | −5,468−3.7% | Reduced |