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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 76,711 | $20.8M | 2.57% | +2,856+3.9% | Added |
| Huber Capital Management LLC | 76,701 | $20.8M | 5.30% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 76,562 | $20.7M | 4.76% | −13,231−14.7% | Reduced |
| Light Street Capital Management, LLC | 76,538 | $20.7M | 0.90% | +1,538+2.1% | Added |
| Paragon Capital Management Ltd | 76,382 | $20.7M | 9.65% | −113−0.1% | Reduced |
| Van Strum & Towne Inc. | 76,197 | $20.6M | 9.88% | −2,675−3.4% | Reduced |
| Renaissance Investment Group LLC | 76,002 | $20.6M | 5.27% | −410−0.5% | Reduced |
| Amussen Hunsaker Associates LLC | 75,816 | $20.5M | 5.87% | +11,891+18.6% | Added |
| Front Barnett Associates LLC | 75,797 | $20.5M | 2.09% | −805−1.1% | Reduced |
| J.W. Cole Advisors, Inc. | 75,626 | $20.5M | 1.61% | +6,766+9.8% | Added |
| Ibex Wealth Advisors | 75,481 | $20.4M | 4.09% | +219+0.3% | Added |
| Nelson Capital Management, LLC | 75,445 | $20.4M | 4.14% | −330−0.4% | Reduced |
| GHP Investment Advisors, Inc. | 75,369 | $20.4M | 1.64% | −59−0.1% | Reduced |
| Enterprise Trust & Investment Co | 75,176 | $20.4M | 8.33% | −50−0.1% | Reduced |
| Haverford Financial Services, Inc. | 74,997 | $20.3M | 4.96% | −75−0.1% | Reduced |
| Buckley Wealth Management, LLC | 74,883 | $20.3M | 6.96% | −5,670−7.0% | Reduced |
| Court Place Advisors, LLC | 74,824 | $20.3M | 5.90% | −260.0% | Reduced |
| Cheviot Value Management, LLC | 74,810 | $20.3M | 4.98% | −5,657−7.0% | Reduced |
| Hayek Kallen Investment Management | 74,701 | $20.2M | 8.50% | −954−1.3% | Reduced |
| Crescent Park Management, L.P. | 74,689 | $20.2M | 3.00% | +74,689 | New |
| Hutchinson Capital Management | 74,685 | $20.2M | 5.02% | −52−0.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 74,520 | $20.2M | 4.13% | +3,930+5.6% | Added |
| Canal Insurance CO | 74,500 | $20.2M | 7.12% | −2,500−3.2% | Reduced |
| Alpha Omega Wealth Management LLC | 74,387 | $20.2M | 3.31% | −134−0.2% | Reduced |
| Change Path, LLC | 74,110 | $20.1M | 1.24% | +279+0.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 73,869 | $20.0M | 1.03% | −1,805−2.4% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 73,816 | $20.0M | 4.50% | −133−0.2% | Reduced |
| Hall Laurie J Trustee | 73,385 | $19.9M | 7.50% | −1,810−2.4% | Reduced |
| Waldron Private Wealth LLC | 73,295 | $19.9M | 1.27% | −2,448−3.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 73,140 | $19.8M | 1.89% | +17,524+31.5% | Added |
| Laurel Wealth Advisors, Inc. | 73,042 | $19.8M | 2.56% | +1,700+2.4% | Added |
| Great Valley Advisor Group, Inc. | 75,672 | $19.8M | 1.46% | −1,121−1.5% | Reduced |
| Peak Asset Management, LLC | 72,994 | $19.8M | 4.91% | −4,322−5.6% | Reduced |
| Auxano Advisors, LLC | 72,710 | $19.7M | 9.00% | +2,803+4.0% | Added |
| Aravt Global LLC | 72,600 | $19.7M | 7.44% | +590+0.8% | Added |
| Prime Capital Investment Advisors, LLC | 72,583 | $19.7M | 1.14% | +4,326+6.3% | Added |
| Naples Global Advisors, LLC | 72,373 | $19.6M | 2.73% | +1,031+1.4% | Added |
| Camden National Bank | 72,363 | $19.6M | 3.70% | −4,038−5.3% | Reduced |
| TCI Wealth Advisors, Inc. | 72,331 | $19.6M | 3.40% | +38,638+114.7% | Added |
| Baker Tilly Wealth Management, LLC | 72,246 | $19.6M | 3.16% | +7,406+11.4% | Added |
| Perkins Coie Trust Co | 72,229 | $19.6M | 6.02% | +2,040+2.9% | Added |
| Toth Financial Advisory Corp | 72,217 | $19.6M | 2.99% | −2,127−2.9% | Reduced |
| Farmers Trust Co | 72,111 | $19.5M | 4.33% | −1,414−1.9% | Reduced |
| Dynamic Advisor Solutions LLC | 72,074 | $19.5M | 1.55% | +5,738+8.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 72,000 | $19.5M | 6.32% | −2,000−2.7% | Reduced |
| South Street Advisors LLC | 71,614 | $19.4M | 3.60% | +71,614 | New |
| Jaffetilchin Investment Partners, LLC | 77,595 | $19.4M | 1.34% | +37,071+91.5% | Added |
| Exchange Capital Management, Inc. | 71,053 | $19.2M | 3.69% | +213+0.3% | Added |
| Gratus Capital LLC | 70,988 | $19.2M | 2.13% | −8,186−10.3% | Reduced |
| V Wealth Advisors LLC | 70,973 | $19.2M | 3.06% | +2,314+3.4% | Added |
| Pettyjohn, Wood & White, Inc | 70,903 | $19.2M | 4.30% | −3,992−5.3% | Reduced |
| Chescapmanager LLC | 70,892 | $19.2M | 2.92% | 00.0% | Unchanged |
| Blackhill Capital Inc | 70,850 | $19.2M | 1.75% | 00.0% | Unchanged |
| Global Endowment Management, LP | 70,616 | $19.1M | 1.08% | +30,755+77.2% | Added |
| Vision Capital Management, Inc. | 70,496 | $19.1M | 3.15% | +297+0.4% | Added |
| AMG National Trust Bank | 70,203 | $19.0M | 0.61% | +601+0.9% | Added |
| Cohen Capital Management, Inc. | 70,192 | $19.0M | 3.24% | −300.0% | Reduced |
| Parkwood LLC | 69,895 | $18.9M | 3.31% | +15,570+28.7% | Added |
| JCIC Asset Management Inc. | 56,300 | $18.9M | 4.87% | +370+0.7% | Added |
| Buckingham Capital Management, Inc. | 69,616 | $18.9M | 3.05% | −2,004−2.8% | Reduced |
| Johnson Financial Group, Inc. | 69,571 | $18.8M | 1.23% | +4,797+7.4% | Added |
| Adalta Capital Management LLC | 69,480 | $18.8M | 10.25% | −215−0.3% | Reduced |
| ARS Wealth Advisors, LLC | 69,394 | $18.8M | 3.38% | +224+0.3% | Added |
| BloombergSen Inc. | 69,344 | $18.8M | 1.28% | 00.0% | Unchanged |
| EULAV Asset Management | 69,120 | $18.7M | 0.49% | −1,977−2.8% | Reduced |
| SFMG, LLC | 69,005 | $18.7M | 2.08% | −3,335−4.6% | Reduced |
| Hilltop Holdings Inc. | 68,979 | $18.7M | 2.11% | +751+1.1% | Added |
| Villere St Denis J & Co LLC | 68,923 | $18.7M | 1.00% | +2,080+3.1% | Added |
| Nicollet Investment Management, Inc. | 68,839 | $18.6M | 7.59% | −1,083−1.5% | Reduced |
| Leuthold Group, LLC | 68,827 | $18.6M | 2.29% | −1,261−1.8% | Reduced |
| Sirios Capital Management L P | 68,660 | $18.6M | 1.62% | −44,170−39.1% | Reduced |
| Harbour Investment Management LLC | 68,548 | $18.6M | 9.30% | −1,866−2.7% | Reduced |
| Trust Asset Management LLC | 68,513 | $18.6M | 2.52% | +7,532+12.4% | Added |
| Boothbay Fund Management, LLC | 68,332 | $18.5M | 0.76% | +4,596+7.2% | Added |
| CMH Wealth Management LLC | 68,329 | $18.5M | 6.18% | +4,254+6.6% | Added |
| American National Bank | 68,178 | $18.5M | 3.96% | +3,662+5.7% | Added |
| Robertson Stephens Wealth Management, LLC | 67,922 | $18.4M | 2.21% | −391−0.6% | Reduced |
| Dash Acquisitions Inc. | 67,610 | $18.3M | 10.43% | +3,032+4.7% | Added |
| Chicago Partners Investment Group LLC | 63,322 | $18.3M | 1.36% | +600+1.0% | Added |
| Sphera Funds Management Ltd. | 67,536 | $18.3M | 1.74% | 00.0% | Unchanged |
| Mercer Capital Advisers, Inc. | 67,339 | $18.2M | 9.11% | +36+0.1% | Added |
| Buckhead Capital Management LLC | 67,244 | $18.2M | 4.04% | −1,412−2.1% | Reduced |
| Sand Hill Global Advisors, LLC | 67,053 | $18.2M | 1.11% | +2,748+4.3% | Added |
| NEXT Financial Group, Inc | 66,967 | $18.1M | 1.45% | +941+1.4% | Added |
| Focus Financial Network, Inc. | 66,821 | $18.1M | 2.41% | +411+0.6% | Added |
| Brasada Capital Management, LP | 66,804 | $18.1M | 3.55% | −849−1.3% | Reduced |
| Eudaimonia Partners, LLC | 66,727 | $18.1M | 3.39% | +2,350+3.7% | Added |
| Crossvault Capital Management LLC | 63,310 | $18.0M | 5.50% | +2,112+3.5% | Added |
| Hoffman, Alan N Investment Management | 66,570 | $18.0M | 10.67% | +261+0.4% | Added |
| Kerrisdale Advisers, LLC | 66,383 | $18.0M | 1.61% | −78,292−54.1% | Reduced |
| NatWest Group plc | 66,350 | $18.0M | 9.29% | −8,958−11.9% | Reduced |
| Atlas Capital Advisors LLC | 66,329 | $18.0M | 3.01% | +52,904+394.1% | Added |
| Western Wealth Management, LLC | 66,106 | $17.9M | 1.84% | +12,486+23.3% | Added |
| Soundmark Wealth Management, LLC | 65,688 | $17.8M | 7.34% | +2,393+3.8% | Added |
| Kovack Advisors, Inc. | 65,375 | $17.7M | 2.02% | +2,689+4.3% | Added |
| Lowell Blake & Associates Inc. | 65,344 | $17.7M | 8.14% | −528−0.8% | Reduced |
| Alexandria Capital, LLC | 65,239 | $17.7M | 1.64% | +615+1.0% | Added |
| Cubic Asset Management, LLC | 65,087 | $17.6M | 4.35% | −755−1.1% | Reduced |
| Global Retirement Partners, LLC | 65,049 | $17.6M | 1.81% | +1,504+2.4% | Added |
| Spearhead Capital Advisors, LLC | 65,017 | $17.6M | 2.40% | −923−1.4% | Reduced |