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 |
|---|---|---|---|---|---|
| Robeco Schweiz AG | 119,730 | $32.4M | 0.45% | −2,168−1.8% | Reduced |
| Roundview Capital LLC | 119,719 | $32.4M | 3.62% | +2,476+2.1% | Added |
| McIlrath & Eck, LLC | 119,641 | $32.4M | 9.85% | +19,769+19.8% | Added |
| Fiduciary Group LLC | 112,917 | $32.4M | 3.74% | +596+0.5% | Added |
| Canandaigua National Corp | 119,418 | $32.4M | 5.25% | −3,431−2.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 114,742 | $32.2M | 0.52% | +6,910+6.4% | Added |
| Hallmark Capital Management Inc | 118,917 | $32.2M | 2.72% | −1,844−1.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 118,869 | $32.2M | 3.07% | +5,612+5.0% | Added |
| Aptus Capital Advisors, LLC | 117,771 | $31.9M | 1.45% | +10,825+10.1% | Added |
| First Horizon Advisors, Inc. | 117,637 | $31.9M | 1.72% | −1,709−1.4% | Reduced |
| BTC Capital Management, Inc. | 117,455 | $31.9M | 3.63% | −11,966−9.2% | Reduced |
| Callahan Advisors, LLC | 117,468 | $31.8M | 4.04% | 00.0% | Unchanged |
| Conning Inc. | 117,459 | $31.8M | 0.92% | −10,282−8.0% | Reduced |
| Gillespie Robinson & Grimm Inc | 117,026 | $31.7M | 2.68% | −4,134−3.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 116,388 | $31.5M | 5.48% | −10,998−8.6% | Reduced |
| Usca Ria LLC | 116,269 | $31.5M | 1.91% | −943−0.8% | Reduced |
| Anderson Hoagland & Co | 116,231 | $31.5M | 4.00% | +1,639+1.4% | Added |
| HAP Trading, LLC | 115,851 | $31.4M | 1.95% | +56,977+96.8% | Added |
| Bourne Lent Asset Management Inc | 115,775 | $31.4M | 8.81% | −1,585−1.4% | Reduced |
| Hunter Associates Investment Management LLC | 115,277 | $31.2M | 9.72% | −1,702−1.5% | Reduced |
| Decatur Capital Management, Inc. | 115,267 | $31.2M | 9.76% | +2,775+2.5% | Added |
| Bloom Tree Partners, LLC | 114,462 | $31.0M | 3.40% | −56,163−32.9% | Reduced |
| Schmidt P J Investment Management Inc | 106,494 | $30.8M | 6.16% | −483−0.5% | Reduced |
| Transform Wealth, LLC | 113,848 | $30.8M | 3.77% | +49,755+77.6% | Added |
| Polaris Wealth Advisory Group, LLC | 113,426 | $30.8M | 1.83% | +4,814+4.4% | Added |
| Dorsey & Whitney Trust CO LLC | 113,319 | $30.7M | 2.92% | −3,250−2.8% | Reduced |
| Oribel Capital Management, LP | 113,200 | $30.7M | 3.78% | +700+0.6% | Added |
| WMS Partners, LLC | 112,606 | $30.5M | 4.52% | −1,815−1.6% | Reduced |
| Veriti Management LLC | 112,464 | $30.5M | 4.55% | +37,711+50.4% | Added |
| Adviser Investments LLC | 112,390 | $30.4M | 2.27% | +350+0.3% | Added |
| Anomaly Capital Management, LP | 112,097 | $30.4M | 1.92% | −19,427−14.8% | Reduced |
| Bridgeway Capital Management, LLC | 111,975 | $30.3M | 0.54% | −9,070−7.5% | Reduced |
| Fagan Associates, Inc. | 111,367 | $30.2M | 6.44% | −1,841−1.6% | Reduced |
| Claar Advisors LLC | 111,217 | $30.1M | 8.98% | −7,940−6.7% | Reduced |
| DF Dent & Co Inc | 111,172 | $30.1M | 0.32% | −1,623−1.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 111,170 | $30.1M | 0.56% | −2,516−2.2% | Reduced |
| Professional Advisory Services Inc | 110,979 | $30.1M | 4.37% | +234+0.2% | Added |
| Rempart Asset Management Inc. | 110,049 | $29.8M | 6.16% | −2,644−2.3% | Reduced |
| Private Asset Management Inc | 109,477 | $29.7M | 3.95% | −1,454−1.3% | Reduced |
| Mengis Capital Management, Inc. | 109,019 | $29.5M | 6.12% | +726+0.7% | Added |
| Verde Servicos Internacionais S.A. | 109,000 | $29.5M | 3.14% | −28,870−20.9% | Reduced |
| Parcion Private Wealth LLC | 108,754 | $29.5M | 2.95% | −1,434−1.3% | Reduced |
| Howe & Rusling Inc | 108,653 | $29.4M | 3.72% | −8,000−6.9% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 108,539 | $29.4M | 4.70% | +976+0.9% | Added |
| Simmons Bank | 107,987 | $29.3M | 2.11% | +427+0.4% | Added |
| First Financial Bank - Trust Division | 107,604 | $29.2M | 3.18% | −3,574−3.2% | Reduced |
| Jacobs & Co | 107,050 | $29.0M | 3.35% | −3,810−3.4% | Reduced |
| Archon Partners LLC | 107,000 | $29.0M | 3.63% | 00.0% | Unchanged |
| Investidor Profissional Gestao de Recursos Ltda. | 106,969 | $29.0M | 7.35% | +14,821+16.1% | Added |
| Signaturefd, LLC | 106,928 | $29.0M | 1.16% | +8,687+8.8% | Added |
| RiverPark Advisors, LLC | 106,904 | $29.0M | 3.69% | −600−0.6% | Reduced |
| NBT Bank N A | 106,568 | $28.9M | 3.97% | −3,489−3.2% | Reduced |
| Columbus Point LLP | 106,402 | $28.8M | 12.85% | +11,342+11.9% | Added |
| Equitable Holdings, Inc. | 106,382 | $28.8M | 0.50% | −3,668−3.3% | Reduced |
| Means Investment Co., Inc. | 106,286 | $28.8M | 5.76% | +2,321+2.2% | Added |
| Principle Wealth Partners LLC | 106,005 | $28.7M | 3.26% | −5,924−5.3% | Reduced |
| Inscription Capital, LLC | 106,005 | $28.7M | 3.26% | +78,042+279.1% | Added |
| Coastal Investment Management, L.P. | 105,943 | $28.7M | 46.18% | +21,600+25.6% | Added |
| Pennsylvania Capital Management Inc | 102,644 | $28.5M | 14.01% | +921+0.9% | Added |
| Kimelman & Baird, LLC | 104,772 | $28.4M | 2.53% | +104,772 | New |
| Davy Global Fund Management Ltd | 104,260 | $28.2M | 4.32% | −2,995−2.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 104,257 | $28.2M | 4.19% | −1,228−1.2% | Reduced |
| Murphy Capital Management Inc | 104,255 | $28.2M | 3.23% | +2,098+2.1% | Added |
| MD Financial Management Inc. | 104,221 | $28.2M | 0.81% | −59,228−36.2% | Reduced |
| Blue Chip Partners, Inc. | 104,095 | $28.2M | 4.03% | −82−0.1% | Reduced |
| Terry L. Blaker | 104,017 | $28.2M | 1.83% | −743−0.7% | Reduced |
| Fairview Capital Investment Management, LLC | 103,967 | $28.2M | 1.94% | +9,511+10.1% | Added |
| 1st Source Bank | 103,860 | $28.1M | 1.77% | −1,971−1.9% | Reduced |
| Girard Partners Ltd. | 103,634 | $28.1M | 3.61% | +5,283+5.4% | Added |
| Connors Investor Services Inc | 103,583 | $28.1M | 2.92% | −8,152−7.3% | Reduced |
| Abbrea Capital, LLC | 103,455 | $28.0M | 4.21% | −131−0.1% | Reduced |
| Homrich & Berg | 103,404 | $28.0M | 0.65% | +1,300+1.3% | Added |
| Lee Danner & Bass Inc | 103,262 | $28.0M | 2.53% | −111−0.1% | Reduced |
| Hartline Investment Corp | 103,206 | $28.0M | 3.53% | +3,205+3.2% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 103,209 | $28.0M | 2.05% | +3,601+3.6% | Added |
| Culbertson A N & Co Inc | 103,154 | $27.9M | 5.82% | −496−0.5% | Reduced |
| Allworth Financial LP | 103,079 | $27.9M | 0.52% | −9,341−8.3% | Reduced |
| Bridgewater Associates, LP | 103,005 | $27.9M | 0.18% | +98,791+2,344.4% | Added |
| Meridian Wealth Management, LLC | 102,748 | $27.8M | 3.55% | +3,430+3.5% | Added |
| Absher Wealth Management, LLC | 102,726 | $27.8M | 4.94% | −448−0.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 102,637 | $27.8M | 2.87% | −2,818−2.7% | Reduced |
| Madison Asset Management, LLC | 102,292 | $27.7M | 0.37% | −1,983−1.9% | Reduced |
| KMG Fiduciary Partners, LLC | 102,291 | $27.7M | 4.89% | +877+0.9% | Added |
| Scholtz & Company, LLC | 102,251 | $27.7M | 9.47% | +2,338+2.3% | Added |
| Country Club Trust Company, n.a. | 102,048 | $27.7M | 2.42% | +3,676+3.7% | Added |
| German American Bancorp, Inc. | 101,748 | $27.6M | 4.34% | +4,775+4.9% | Added |
| Private Trust Co NA | 101,329 | $27.4M | 4.16% | −462−0.5% | Reduced |
| Kiley Juergens Wealth Management, LLC | 101,033 | $27.4M | 12.54% | +7,855+8.4% | Added |
| Moneta Group Investment Advisors LLC | 100,672 | $27.3M | 1.26% | +16,675+19.9% | Added |
| Level Four Advisory Services, LLC | 100,633 | $27.3M | 1.89% | +784+0.8% | Added |
| FourThought Financial, LLC | 100,615 | $27.3M | 3.65% | −966−1.0% | Reduced |
| First Horizon Corp | 100,479 | $27.2M | 2.44% | −8,277−7.6% | Reduced |
| Diversified Trust Co | 100,457 | $27.2M | 0.98% | −658−0.7% | Reduced |
| Griffin Asset Management, Inc. | 100,455 | $27.2M | 3.28% | −310−0.3% | Reduced |
| Capital Analysts, LLC | 100,311 | $27.2M | 1.82% | −143−0.1% | Reduced |
| Alyeska Investment Group, L.P. | 100,298 | $27.2M | 0.31% | +14,472+16.9% | Added |
| Payden & Rygel | 100,030 | $27.1M | 1.29% | −1,130−1.1% | Reduced |
| Greenbrier Partners Capital Management, LLC | 100,000 | $27.1M | 2.47% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 99,901 | $27.1M | 2.15% | +421+0.4% | Added |
| Evoke Wealth, LLC | 99,656 | $27.0M | 1.02% | +1,455+1.5% | Added |