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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Bizma Investimentos Ltda | 65,000 | $17.6M | 9.17% | 00.0% | Unchanged |
| Chicago Trust Co NA | 64,876 | $17.6M | 4.16% | +18,037+38.5% | Added |
| Rice Partnership, LLC | 64,810 | $17.6M | 5.53% | +873+1.4% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 64,427 | $17.5M | 5.64% | −650−1.0% | Reduced |
| Schwerin Boyle Capital Management Inc | 64,395 | $17.4M | 1.44% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 64,387 | $17.4M | 6.06% | −12,499−16.3% | Reduced |
| TT International Asset Management LTD | 64,288 | $17.4M | 0.80% | −5,654−8.1% | Reduced |
| YorkBridge Wealth Partners, LLC | 64,275 | $17.4M | 4.55% | +518+0.8% | Added |
| Marino, Stram & Associates LLC | 64,275 | $17.4M | 4.55% | +44,042+217.7% | Added |
| Headinvest, LLC | 64,214 | $17.4M | 3.31% | −317−0.5% | Reduced |
| Laurel Wealth Advisors LLC | 64,097 | $17.4M | 3.86% | −38−0.1% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 64,050 | $17.4M | 10.97% | −1,000−1.5% | Reduced |
| Sturgeon Ventures LLP | 63,913 | $17.3M | 8.59% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 63,905 | $17.3M | 3.95% | −131−0.2% | Reduced |
| City Holding Co | 63,801 | $17.3M | 3.04% | −1,709−2.6% | Reduced |
| Morse Asset Management, Inc | 63,633 | $17.2M | 4.17% | +1,445+2.3% | Added |
| Harvey Capital Management Inc | 63,625 | $17.2M | 5.69% | −6,980−9.9% | Reduced |
| Augustine Asset Management Inc | 63,516 | $17.2M | 8.88% | −4,486−6.6% | Reduced |
| River Wealth Advisors LLC | 63,462 | $17.2M | 3.01% | +206+0.3% | Added |
| Pavion Blue Capital, LLC | 63,381 | $17.2M | 10.52% | −654−1.0% | Reduced |
| Northstar Asset Management Inc | 63,252 | $17.1M | 4.58% | +7,147+12.7% | Added |
| Seeyond | 63,162 | $17.1M | 1.59% | −1,875−2.9% | Reduced |
| Regal Investment Advisors LLC | 63,148 | $17.1M | 1.72% | +63,148 | New |
| Canvas Wealth Advisors, LLC | 63,138 | $17.1M | 7.67% | +13,023+26.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 63,130 | $17.1M | 4.65% | +531+0.8% | Added |
| M Holdings Securities, Inc. | 63,123 | $17.1M | 1.67% | −3,643−5.5% | Reduced |
| TruWealth Advisors, LLC | 62,952 | $17.1M | 2.00% | +1,863+3.0% | Added |
| Trybe Capital Management LP | 62,952 | $17.1M | 10.40% | +14,409+29.7% | Added |
| Princeton Global Asset Management LLC | 62,887 | $17.0M | 5.19% | −3,579−5.4% | Reduced |
| Foster Dykema Cabot & Co Inc | 62,791 | $17.0M | 2.12% | −83−0.1% | Reduced |
| Kore Private Wealth LLC | 62,726 | $17.0M | 1.91% | +8,309+15.3% | Added |
| Balasa Dinverno & Foltz LLC | 62,472 | $16.9M | 1.22% | +2,349+3.9% | Added |
| Wealthspire Advisors, LLC | 62,413 | $16.9M | 0.44% | −111,655−64.1% | Reduced |
| McDonald Partners LLC | 61,973 | $16.8M | 3.97% | +1,547+2.6% | Added |
| Essex Investment Management Co LLC | 61,947 | $16.8M | 1.95% | −4,852−7.3% | Reduced |
| Kdi Capital Partners LLC | 61,924 | $16.8M | 5.53% | +3,322+5.7% | Added |
| Woodmont Investment Counsel LLC | 61,675 | $16.7M | 2.62% | +223+0.4% | Added |
| Allred Capital Management, LLC | 61,584 | $16.7M | 8.25% | −1,570−2.5% | Reduced |
| RKL Wealth Management LLC | 61,546 | $16.7M | 2.10% | −1,259−2.0% | Reduced |
| Parker Investment Management, LLC | 61,319 | $16.6M | 2.87% | −1,861−2.9% | Reduced |
| TrinityPoint Wealth, LLC | 61,120 | $16.6M | 3.38% | +3,751+6.5% | Added |
| Ameritas Investment Company, LLC | 37,172 | $16.5M | 0.80% | −16,907−31.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 60,658 | $16.4M | 0.93% | −299−0.5% | Reduced |
| Wealthcare Advisory Partners LLC | 60,610 | $16.4M | 1.10% | +5,846+10.7% | Added |
| New England Asset Management Inc | 60,481 | $16.4M | 0.30% | −1,640−2.6% | Reduced |
| Hendley & Co Inc | 60,297 | $16.3M | 5.46% | −1,000−1.6% | Reduced |
| Valley National Advisers Inc | 60,284 | $16.3M | 2.98% | +761+1.3% | Added |
| Independent Investors Inc | 60,254 | $16.3M | 4.01% | +383+0.6% | Added |
| Moloney Securities Asset Management, LLC | 60,143 | $16.3M | 2.97% | +2,035+3.5% | Added |
| Arden Trust Co | 60,120 | $16.3M | 2.67% | −4,721−7.3% | Reduced |
| Venturi Wealth Management, LLC | 60,069 | $16.3M | 1.45% | −394−0.7% | Reduced |
| SevenBridge Financial Group, LLC | 60,032 | $16.3M | 5.30% | +1,072+1.8% | Added |
| Claybrook Capital, LLC | 60,032 | $16.3M | 5.30% | +47,522+379.9% | Added |
| Altavista Wealth Management, Inc. | 60,015 | $16.3M | 3.55% | +772+1.3% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 60,000 | $16.3M | 6.62% | 00.0% | Unchanged |
| Landsberg, Bennett, & Dubbaneh LLC | 59,851 | $16.2M | 2.11% | −208−0.3% | Reduced |
| Bishop Rock Capital, L.P. | 59,879 | $16.2M | 4.99% | +59,879 | New |
| Arcadia Investment Management Corp | 59,845 | $16.2M | 3.05% | −701−1.2% | Reduced |
| American National Registered Investment Advisor, Inc. | 59,812 | $16.2M | 5.80% | −749−1.2% | Reduced |
| Middleton & Co Inc | 59,721 | $16.2M | 1.75% | +924+1.6% | Added |
| Benedict Financial Advisors Inc | 59,672 | $16.2M | 4.49% | −2,136−3.5% | Reduced |
| Monarch Capital Management Inc | 59,596 | $16.1M | 4.61% | −687−1.1% | Reduced |
| Winfield Associates, Inc. | 59,435 | $16.1M | 5.93% | −682−1.1% | Reduced |
| Plimoth Trust Co LLC | 59,372 | $16.1M | 4.51% | −413−0.7% | Reduced |
| JGP Wealth Management, LLC | 59,313 | $16.1M | 3.46% | −6,174−9.4% | Reduced |
| Bremer Bank National Association | 59,166 | $16.0M | 3.43% | +110+0.2% | Added |
| Berkshire Bank | 59,107 | $16.0M | 3.87% | −1,828−3.0% | Reduced |
| Rench Wealth Management, Inc. | 59,014 | $16.0M | 7.98% | −650−1.1% | Reduced |
| Paragon Capital Management LLC | 59,005 | $16.0M | 7.97% | −1,679−2.8% | Reduced |
| Harber Asset Management LLC | 58,969 | $16.0M | 3.78% | +6,962+13.4% | Added |
| Duncker Streett & Co Inc | 58,814 | $15.9M | 2.94% | −1,740−2.9% | Reduced |
| Capital Planning LLC | 58,811 | $15.9M | 6.77% | −7,363−11.1% | Reduced |
| Thoroughbred Financial Services, LLC | 58,673 | $15.9M | 3.98% | +1,358+2.4% | Added |
| Diligent Investors, LLC | 58,511 | $15.9M | 5.38% | −1,516−2.5% | Reduced |
| Holderness Investments Co | 58,433 | $15.8M | 5.23% | +431+0.7% | Added |
| Allied Investment Advisors, LLC | 58,424 | $15.8M | 5.96% | +592+1.0% | Added |
| Cardinal Capital Management | 58,366 | $15.8M | 3.34% | −1,341−2.2% | Reduced |
| Hoertkorn Richard Charles | 58,285 | $15.8M | 7.07% | −644−1.1% | Reduced |
| Baker Ellis Asset Management LLC | 58,269 | $15.8M | 3.09% | +124+0.2% | Added |
| Sound View Wealth Advisors Group, LLC | 58,264 | $15.8M | 3.32% | +59+0.1% | Added |
| Arjuna Capital | 58,157 | $15.8M | 6.81% | +1,139+2.0% | Added |
| Investment Advisory Services Inc | 58,105 | $15.7M | 9.72% | +58,105 | New |
| Roberts Glore & Co Inc | 58,030 | $15.7M | 4.70% | +2,628+4.7% | Added |
| Alley Co LLC | 58,019 | $15.7M | 2.86% | +1,297+2.3% | Added |
| Zuckerman Investment Group, LLC | 57,873 | $15.7M | 2.47% | −2,267−3.8% | Reduced |
| McCollum Christoferson Group LLC | 57,843 | $15.7M | 3.72% | −880−1.5% | Reduced |
| Azzad Asset Management Inc | 57,696 | $15.6M | 2.33% | +913+1.6% | Added |
| Stockman Wealth Management, Inc. | 57,635 | $15.6M | 3.73% | +5,753+11.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 57,502 | $15.6M | 8.35% | +1,353+2.4% | Added |
| Osher Van de Voorde Investment Management | 57,482 | $15.6M | 3.81% | +425+0.7% | Added |
| Nations Financial Group Inc, | 57,415 | $15.6M | 2.61% | +12,426+27.6% | Added |
| Perennial Advisors, LLC | 57,330 | $15.5M | 4.51% | +632+1.1% | Added |
| Regent Investment Management LLC | 56,997 | $15.4M | 3.62% | −695−1.2% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 56,976 | $15.4M | 0.34% | +1,346+2.4% | Added |
| Lake Street Advisors Group, LLC | 53,126 | $15.4M | 1.14% | +578+1.1% | Added |
| Asset Planning Services Inc | 56,807 | $15.4M | 8.90% | −675−1.2% | Reduced |
| Boston Research & Management Inc | 56,694 | $15.4M | 4.66% | −683−1.2% | Reduced |
| Wills Financial Group, Inc. | 56,623 | $15.3M | 6.65% | +615+1.1% | Added |
| Community Financial Services Group, LLC | 56,526 | $15.3M | 4.27% | −1,454−2.5% | Reduced |
| Capital Investment Counsel, Inc | 56,507 | $15.3M | 3.41% | +1,228+2.2% | Added |