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 |
|---|---|---|---|---|---|
| Edge Capital Group, LLC | 87,411 | $23.7M | 1.89% | −1,469−1.7% | Reduced |
| Anchor Investment Management, LLC | 87,379 | $23.7M | 3.27% | +546+0.6% | Added |
| Peachtree Investment Partners, LLC | 87,194 | $23.6M | 11.53% | +5,477+6.7% | Added |
| Westchester Capital Management, Inc. | 87,185 | $23.6M | 6.63% | −1,551−1.7% | Reduced |
| Pallas Capital Advisors LLC | 82,423 | $23.6M | 3.31% | +13,993+20.4% | Added |
| Bath Savings Trust Co | 87,068 | $23.6M | 2.78% | +572+0.7% | Added |
| Glenview State Bank Trust Dept. | 86,916 | $23.5M | 7.19% | −2,352−2.6% | Reduced |
| Transcend Wealth Collective, LLC | 86,805 | $23.5M | 3.38% | +23,958+38.1% | Added |
| Buffington Mohr McNeal | 86,575 | $23.5M | 4.60% | −1,166−1.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 86,466 | $23.4M | 1.67% | +3,063+3.7% | Added |
| Hillman Co | 86,344 | $23.4M | 5.98% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 86,304 | $23.4M | 1.55% | −7,536−8.0% | Reduced |
| Rollins Financial | 86,063 | $23.3M | 8.50% | +6,574+8.3% | Added |
| Ivy Lane Capital Management, LLC | 86,000 | $23.3M | 16.48% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 85,656 | $23.2M | 1.57% | −2,807−3.2% | Reduced |
| Stansberry Asset Management, LLC | 85,650 | $23.2M | 5.61% | +2,251+2.7% | Added |
| Emerson Point Capital LP | 85,617 | $23.2M | 3.41% | +66,270+342.5% | Added |
| First Nebraska Trust Co | 85,597 | $23.2M | 3.02% | +335+0.4% | Added |
| Progressive Investment Management Corp | 85,489 | $23.2M | 7.22% | −609−0.7% | Reduced |
| PFS Investments Inc. | 83,262 | $23.1M | 0.53% | +6,499+8.5% | Added |
| Credential Qtrade Securities Inc. | 85,370 | $23.1M | 1.82% | +5,336+6.7% | Added |
| Wellington Shields & Co., LLC | 85,287 | $23.1M | 7.63% | +493+0.6% | Added |
| Beach Investment Counsel Inc | 85,080 | $23.0M | 2.06% | +26,780+45.9% | Added |
| Fulcrum Capital LLC | 84,991 | $23.0M | 5.78% | +2,407+2.9% | Added |
| Silicon Valley Capital Partners | 84,738 | $23.0M | 4.57% | −9,808−10.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 84,469 | $22.9M | 1.17% | −4,640−5.2% | Reduced |
| IHT Wealth Management, LLC | 84,439 | $22.9M | 1.45% | +7,901+10.3% | Added |
| Webster Bank, N. A. | 84,420 | $22.9M | 2.50% | −6,693−7.3% | Reduced |
| Itau Unibanco Holding S.A. | 84,332 | $22.8M | 1.13% | +12,633+17.6% | Added |
| Belpointe Asset Management LLC | 85,934 | $22.8M | 1.64% | +11,498+15.4% | Added |
| Covenant Asset Management, LLC | 84,074 | $22.8M | 6.80% | +12,384+17.3% | Added |
| Courier Capital LLC | 84,072 | $22.8M | 2.17% | −2,171−2.5% | Reduced |
| M. Kraus & Co | 83,969 | $22.7M | 8.18% | +353+0.4% | Added |
| HBK Sorce Advisory LLC | 83,953 | $22.7M | 1.25% | +3,931+4.9% | Added |
| King Wealth | 83,804 | $22.7M | 4.64% | +2,036+2.5% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 83,793 | $22.7M | 5.61% | −895−1.1% | Reduced |
| Princeton Portfolio Strategies Group LLC | 83,686 | $22.7M | 4.39% | −3,187−3.7% | Reduced |
| Trinity Street Asset Management LLP | 83,304 | $22.6M | 3.12% | −15,676−15.8% | Reduced |
| BancorpSouth Bank | 83,278 | $22.6M | 3.28% | +165+0.2% | Added |
| Thompson Investment Management, Inc. | 83,165 | $22.5M | 3.26% | −810−1.0% | Reduced |
| Rings Capital Management LLC | 83,000 | $22.5M | 10.09% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 82,542 | $22.4M | 3.50% | −158−0.2% | Reduced |
| Arrow Financial Corp | 82,540 | $22.4M | 2.84% | −2,936−3.4% | Reduced |
| Motco | 82,236 | $22.3M | 1.46% | +2,391+3.0% | Added |
| Fir Tree Capital Management LP | 82,219 | $22.3M | 0.84% | −17,393−17.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 81,788 | $22.2M | 2.03% | +4,399+5.7% | Added |
| Caldwell Trust Co | 81,714 | $22.1M | 2.90% | −2,090−2.5% | Reduced |
| Greenwood Gearhart Inc | 81,639 | $22.1M | 3.57% | +2,551+3.2% | Added |
| Motley Fool Wealth Management, LLC | 81,597 | $22.1M | 0.93% | −7,093−8.0% | Reduced |
| Strategic Global Advisors, LLC | 81,235 | $22.0M | 4.00% | −10,637−11.6% | Reduced |
| Empirical Finance, LLC | 81,222 | $22.0M | 3.59% | +12,715+18.6% | Added |
| Fairfield, Bush & Co. | 81,201 | $22.0M | 5.98% | −6,877−7.8% | Reduced |
| Wright Investors Service Inc | 81,183 | $22.0M | 5.97% | +1,694+2.1% | Added |
| Sentry Investment Management LLC | 81,104 | $22.0M | 5.60% | +8,210+11.3% | Added |
| Verity & Verity, LLC | 81,021 | $21.9M | 3.47% | −90−0.1% | Reduced |
| Cypress Capital Group | 80,934 | $21.9M | 2.97% | −826−1.0% | Reduced |
| Pensionfund DSM Netherlands | 80,925 | $21.9M | 2.82% | −3,000−3.6% | Reduced |
| Campbell Capital Management Inc | 80,915 | $21.9M | 9.91% | +2,420+3.1% | Added |
| Mid Atlantic Financial Management Inc | 80,752 | $21.9M | 1.47% | +4,955+6.5% | Added |
| BBR Partners, LLC | 80,698 | $21.9M | 1.73% | −1,902−2.3% | Reduced |
| Princeton Capital Management LLC | 80,580 | $21.8M | 6.75% | +2,565+3.3% | Added |
| We Are One Seven, LLC | 80,485 | $21.8M | 3.05% | +11,659+16.9% | Added |
| Titan Global Capital Management USA LLC | 80,433 | $21.8M | 3.70% | +7,375+10.1% | Added |
| Security National Trust Co | 80,410 | $21.8M | 4.84% | −999−1.2% | Reduced |
| Integrated Advisors Network LLC | 80,401 | $21.8M | 1.60% | +2,586+3.3% | Added |
| Thompson Siegel & Walmsley LLC | 80,344 | $21.8M | 0.30% | −492−0.6% | Reduced |
| AMS Capital Ltda | 80,310 | $21.8M | 3.31% | +28,725+55.7% | Added |
| IFP Advisors, Inc | 80,201 | $21.7M | 0.45% | +3,018+3.9% | Added |
| Rothschild Investment Corp | 80,058 | $21.7M | 1.73% | −1,030−1.3% | Reduced |
| Cincinnati Casualty Co | 80,000 | $21.7M | 12.88% | 00.0% | Unchanged |
| Coastline Trust Co | 79,859 | $21.6M | 2.68% | +3,840+5.1% | Added |
| Fosun International Ltd | 79,765 | $21.6M | 1.28% | +31,422+65.0% | Added |
| Financial Partners Capital Management LLC | 79,841 | $21.6M | 3.97% | −3,272−3.9% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 91,514 | $21.6M | 1.89% | −91,514−50.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 79,640 | $21.6M | 5.52% | −914−1.1% | Reduced |
| Altium Wealth Management LLC | 79,619 | $21.6M | 1.58% | +1,961+2.5% | Added |
| Soros Capital Management LLC | 79,500 | $21.5M | 2.77% | +79,500 | New |
| McRae Capital Management Inc | 79,415 | $21.5M | 4.92% | −2,353−2.9% | Reduced |
| Hills Bank & Trust Co | 79,261 | $21.5M | 3.26% | +216+0.3% | Added |
| Northwest Investment Counselors, LLC | 79,199 | $21.5M | 5.93% | −1,277−1.6% | Reduced |
| True North Advisors, LLC | 79,170 | $21.4M | 4.47% | +284+0.4% | Added |
| Leavell Investment Management, Inc. | 90,575 | $21.4M | 1.74% | 00.0% | Unchanged |
| Foster & Motley Inc | 78,747 | $21.3M | 1.79% | −293−0.4% | Reduced |
| Mitchell Capital Management Co | 78,584 | $21.3M | 4.67% | −435−0.6% | Reduced |
| Kempen Capital Management N.V. | 79,919 | $21.3M | 0.76% | +13,652+20.6% | Added |
| Intrust Bank NA | 78,331 | $21.2M | 2.86% | −1,018−1.3% | Reduced |
| Weik Capital Management | 78,319 | $21.2M | 8.26% | −59−0.1% | Reduced |
| Perigon Wealth Management, LLC | 78,114 | $21.2M | 1.88% | +4,635+6.3% | Added |
| ProVise Management Group, LLC | 126,896 | $21.2M | 2.16% | +481+0.4% | Added |
| Stonebridge Capital Management Inc | 77,624 | $21.0M | 7.64% | −1,160−1.5% | Reduced |
| Ballentine Partners, LLC | 77,438 | $21.0M | 0.72% | −968−1.2% | Reduced |
| Claret Asset Management Corp | 77,317 | $20.9M | 3.43% | −1,276−1.6% | Reduced |
| Nicola Wealth Management Ltd. | 77,255 | $20.9M | 2.15% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 77,225 | $20.9M | 4.29% | −137−0.2% | Reduced |
| Strategic Advisors LLC | 77,022 | $20.9M | 5.43% | +2,892+3.9% | Added |
| Greenwood Capital Associates LLC | 77,005 | $20.9M | 3.15% | −850−1.1% | Reduced |
| Checchi Capital Advisers, LLC | 76,871 | $20.8M | 2.57% | −752−1.0% | Reduced |
| K.J. Harrison & Partners Inc | 76,785 | $20.8M | 2.98% | −1,150−1.5% | Reduced |
| RNC Capital Management LLC | 76,751 | $20.8M | 1.10% | +153+0.2% | Added |
| Community Bank, N.A. | 76,739 | $20.8M | 2.45% | −1,190−1.5% | Reduced |