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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 140,085 | $38.0M | 4.05% | +160+0.1% | Added |
| Telemus Capital, LLC | 140,228 | $38.0M | 2.74% | −2,701−1.9% | Reduced |
| Sumitomo Life Insurance Co | 140,006 | $37.9M | 1.21% | −21,378−13.2% | Reduced |
| Miura Global Management, LLC | 140,000 | $37.9M | 6.92% | +23,000+19.7% | Added |
| Ratan Capital Management LP | 139,873 | $37.9M | 3.28% | 00.0% | Unchanged |
| Washington Trust Bank | 139,776 | $37.9M | 4.49% | −1,895−1.3% | Reduced |
| Stewart & Patten Co LLC | 139,752 | $37.9M | 6.02% | −3,866−2.7% | Reduced |
| Northeast Financial Consultants Inc | 139,611 | $37.8M | 2.55% | +1,860+1.4% | Added |
| S&CO Inc | 139,135 | $37.7M | 2.94% | +1,131+0.8% | Added |
| Wellington Shields Capital Management, LLC | 137,375 | $37.2M | 4.50% | −234,124−63.0% | Reduced |
| Hemenway Trust Co LLC | 136,750 | $37.0M | 3.73% | −4,025−2.9% | Reduced |
| Horiko Capital Management LLC | 136,062 | $36.9M | 15.44% | +15,473+12.8% | Added |
| Renaissance Group LLC | 135,889 | $36.8M | 1.54% | −10,509−7.2% | Reduced |
| IndexIQ Advisors LLC | 135,107 | $36.6M | 1.24% | +8,222+6.5% | Added |
| Main Street Research LLC | 135,028 | $36.6M | 2.94% | +12,299+10.0% | Added |
| Gradient Investments LLC | 134,810 | $36.5M | 1.07% | +2,734+2.1% | Added |
| Brown Advisory Securities, LLC | 134,755 | $36.5M | 5.72% | −2,592−1.9% | Reduced |
| Ropes Wealth Advisors LLC | 134,744 | $36.5M | 5.77% | +229+0.2% | Added |
| Parus Finance (UK) Ltd | 134,674 | $36.5M | 8.84% | −3,497−2.5% | Reduced |
| Majedie Asset Management Ltd | 134,215 | $36.4M | 2.39% | +3,644+2.8% | Added |
| Lockheed Martin Investment Management Co | 133,806 | $36.2M | 1.90% | −34,120−20.3% | Reduced |
| Summit Global Investments | 133,753 | $36.2M | 2.17% | −1,672−1.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 133,642 | $36.2M | 3.37% | −110−0.1% | Reduced |
| Wedgewood Partners Inc | 133,336 | $36.1M | 5.23% | −7,435−5.3% | Reduced |
| Heritage Wealth Advisors | 133,220 | $36.1M | 2.22% | +2,256+1.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 133,027 | $36.0M | 1.41% | +4,932+3.9% | Added |
| Tufton Capital Management | 132,580 | $35.9M | 5.90% | −2,355−1.7% | Reduced |
| Geneos Wealth Management Inc. | 129,214 | $35.9M | 1.40% | −24,711−16.1% | Reduced |
| Sonora Investment Management, LLC | 132,318 | $35.8M | 4.69% | +1,841+1.4% | Added |
| Clarkston Capital Partners, LLC | 132,092 | $35.8M | 0.64% | +211+0.2% | Added |
| Linscomb & Williams, Inc. | 132,001 | $35.8M | 1.83% | +1,212+0.9% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 131,372 | $35.6M | 6.14% | +131,372 | New |
| Resources Management Corp | 131,313 | $35.6M | 5.00% | −2,016−1.5% | Reduced |
| Wintrust Investments LLC | 130,418 | $35.3M | 3.63% | −3,435−2.6% | Reduced |
| Chicago Capital, LLC | 130,356 | $35.3M | 1.38% | +21,407+19.6% | Added |
| James Investment Research Inc | 130,208 | $35.3M | 3.02% | +14,783+12.8% | Added |
| DDD Partners, LLC | 130,111 | $35.2M | 5.35% | −8,169−5.9% | Reduced |
| Sycomore Asset Management | 132,954 | $35.2M | 4.88% | +31,522+31.1% | Added |
| Valeo Financial Advisors, LLC | 160,287 | $35.1M | 2.17% | −34,173−17.6% | Reduced |
| Seizert Capital Partners, LLC | 129,660 | $35.1M | 1.67% | +2,732+2.2% | Added |
| First Citizens Bank & Trust Co | 129,328 | $35.0M | 1.66% | −13,141−9.2% | Reduced |
| Founders Capital Management, LLC | 129,242 | $35.0M | 8.44% | −5,960−4.4% | Reduced |
| Toroso Investments, LLC | 128,854 | $34.9M | 1.36% | +9,386+7.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 128,756 | $34.9M | 6.68% | −11,436−8.2% | Reduced |
| Penserra Capital Management LLC | 128,133 | $34.7M | 0.63% | +40,461+46.2% | Added |
| Lynch & Associates | 127,912 | $34.7M | 8.89% | −4,315−3.3% | Reduced |
| Foyston, Gordon, & Payne Inc | 127,837 | $34.6M | 8.24% | −15,358−10.7% | Reduced |
| Nexus Investment Management ULC | 127,110 | $34.4M | 3.56% | +1,450+1.2% | Added |
| Trust Co of Toledo NA | 127,087 | $34.4M | 5.81% | −1,369−1.1% | Reduced |
| Quadrature Capital Ltd | 126,472 | $34.3M | 1.30% | +46,055+57.3% | Added |
| Janney Capital Management LLC | 126,405 | $34.2M | 2.19% | −1,428−1.1% | Reduced |
| Integrated Wealth Concepts LLC | 126,376 | $34.2M | 1.21% | +5,185+4.3% | Added |
| Pittenger & Anderson Inc | 126,279 | $34.2M | 1.75% | −1,203−0.9% | Reduced |
| Freemont Management S.A. | 126,200 | $34.2M | 4.90% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 125,893 | $34.1M | 0.77% | +1,646+1.3% | Added |
| Ossiam | 119,213 | $34.0M | 0.92% | −415,476−77.7% | Reduced |
| De Burlo Group Inc | 125,128 | $33.9M | 5.39% | −80−0.1% | Reduced |
| Leonteq Securities AG | 125,016 | $33.9M | 2.57% | −37,017−22.8% | Reduced |
| PKO Investment Management Joint-Stock Co | 124,956 | $33.9M | 4.24% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 124,862 | $33.8M | 3.27% | +2,128+1.7% | Added |
| ACG Wealth | 124,713 | $33.8M | 4.29% | −3,058−2.4% | Reduced |
| Untitled Investments LP | 124,585 | $33.8M | 8.27% | −56,900−31.4% | Reduced |
| Reilly Financial Advisors, LLC | 124,239 | $33.7M | 2.72% | −5,631−4.3% | Reduced |
| Shufro Rose & Co LLC | 124,229 | $33.7M | 2.54% | −1,306−1.0% | Reduced |
| Zweig-DiMenna Associates LLC | 123,942 | $33.6M | 2.08% | −12,874−9.4% | Reduced |
| Baker Avenue Asset Management, LP | 123,943 | $33.6M | 1.96% | +5,891+5.0% | Added |
| United Bank | 123,901 | $33.6M | 4.51% | −4,864−3.8% | Reduced |
| Fishman Jay A Ltd | 123,755 | $33.5M | 4.10% | +1,433+1.2% | Added |
| Quantitative Investment Management, LLC | 123,635 | $33.5M | 3.02% | −28,299−18.6% | Reduced |
| Dundas Partners LLP | 123,509 | $33.5M | 4.85% | 00.0% | Unchanged |
| Addenda Capital Inc. | 123,409 | $33.4M | 1.57% | +6,122+5.2% | Added |
| Spinnaker Trust | 123,294 | $33.4M | 2.33% | −540.0% | Reduced |
| Heritage Trust Co | 123,131 | $33.4M | 4.77% | −498−0.4% | Reduced |
| Park Avenue Securities LLC | 123,129 | $33.4M | 0.71% | +8,923+7.8% | Added |
| Auxier Asset Management | 123,067 | $33.3M | 5.53% | −543−0.4% | Reduced |
| Frontier Wealth Management LLC | 122,937 | $33.3M | 2.34% | +4,573+3.9% | Added |
| RiverFront Investment Group, LLC | 122,931 | $33.3M | 0.67% | +11,115+9.9% | Added |
| Kayak Investment Partners LLC | 122,508 | $33.2M | 4.00% | −4,132−3.3% | Reduced |
| Fulton Bank, N.A. | 122,425 | $33.2M | 1.55% | +1,316+1.1% | Added |
| Schonfeld Strategic Advisors LLC | 122,354 | $33.1M | 0.37% | −162,888−57.1% | Reduced |
| 180 Wealth Advisors, LLC | 115,714 | $33.1M | 7.58% | −1,243−1.1% | Reduced |
| Bell Asset Management Ltd | 122,313 | $33.1M | 6.48% | +16,853+16.0% | Added |
| Te Ahumairangi Investment Management Ltd | 122,185 | $33.1M | 4.33% | −12,500−9.3% | Reduced |
| RWWM, Inc. | 122,045 | $33.1M | 4.23% | −212−0.2% | Reduced |
| Atika Capital Management LLC | 122,000 | $33.0M | 2.74% | +7,000+6.1% | Added |
| Capital International Sarl | 121,857 | $33.0M | 2.85% | +11,084+10.0% | Added |
| Horizon Investments, LLC | 121,646 | $33.0M | 0.99% | +29,245+31.7% | Added |
| Dakota Wealth Management | 121,635 | $33.0M | 3.95% | +708+0.6% | Added |
| Ceredex Value Advisors LLC | 120,963 | $32.8M | 0.37% | −64,429−34.8% | Reduced |
| Churchill Management Corp | 120,891 | $32.7M | 0.48% | +3,786+3.2% | Added |
| Goelzer Investment Management, Inc. | 120,605 | $32.7M | 2.71% | +65+0.1% | Added |
| Fukoku Mutual Life Insurance Co | 120,390 | $32.6M | 2.61% | +3,250+2.8% | Added |
| Appleton Partners Inc | 120,359 | $32.6M | 2.78% | −1,183−1.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 120,208 | $32.6M | 1.97% | +7,681+6.8% | Added |
| Sepio Capital, LP | 120,048 | $32.5M | 2.72% | −2,423−2.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 120,033 | $32.5M | 3.77% | −820−0.7% | Reduced |
| Hoey Investments, Inc | 119,987 | $32.5M | 9.95% | −30,263−20.1% | Reduced |
| PFG Advisors | 119,939 | $32.5M | 3.73% | +1,754+1.5% | Added |
| Tandem Investment Advisors, Inc. | 119,817 | $32.5M | 2.78% | +18,436+18.2% | Added |
| Weatherly Asset Management L. P. | 119,734 | $32.4M | 4.09% | +928+0.8% | Added |