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 |
|---|---|---|---|---|---|
| Nixon Peabody Trust Co | 56,458 | $15.3M | 5.89% | −3,732−6.2% | Reduced |
| BFSG, LLC | 56,329 | $15.3M | 2.74% | −1,126−2.0% | Reduced |
| Boyar Asset Management Inc. | 56,007 | $15.2M | 9.77% | −391−0.7% | Reduced |
| Beck Bode, LLC | 55,952 | $15.2M | 4.18% | +1,313+2.4% | Added |
| Barometer Capital Management Inc. | 55,936 | $15.2M | 2.90% | +8,494+17.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 55,806 | $15.1M | 0.77% | +6,674+13.6% | Added |
| Soditic Asset Management LLP | 55,790 | $15.1M | 7.62% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 55,538 | $15.0M | 4.68% | +587+1.1% | Added |
| BW Gestao de Investimentos Ltda. | 55,528 | $15.0M | 5.38% | +9,675+21.1% | Added |
| Family Management Corp | 55,527 | $15.0M | 3.98% | +7,849+16.5% | Added |
| Cypress Asset Management Inc | 55,368 | $15.0M | 3.84% | +1,413+2.6% | Added |
| Fundamentun, LLC | 55,331 | $15.0M | 4.13% | +3,267+6.3% | Added |
| Strategy Asset Managers LLC | 55,323 | $15.0M | 3.17% | −668−1.2% | Reduced |
| Lincoln Capital Corp | 55,226 | $15.0M | 8.53% | +1,362+2.5% | Added |
| First Interstate Bank | 55,196 | $15.0M | 1.57% | +55,196 | New |
| RBF Capital, LLC | 55,000 | $14.9M | 0.83% | 00.0% | Unchanged |
| Proequities, Inc. | 54,953 | $14.9M | 0.93% | +2,067+3.9% | Added |
| Nachman Norwood & Parrott, Inc | 54,904 | $14.9M | 1.51% | −229−0.4% | Reduced |
| Pensionfund Sabic | 54,890 | $14.9M | 3.17% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 54,878 | $14.9M | 2.61% | +439+0.8% | Added |
| NBW Capital LLC | 54,844 | $14.9M | 3.62% | −538−1.0% | Reduced |
| Stokes Family Office, LLC | 54,747 | $14.8M | 2.10% | +1,369+2.6% | Added |
| Apollon Wealth Management, LLC | 54,726 | $14.8M | 2.65% | −1,617−2.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 54,695 | $14.8M | 1.21% | +6,966+14.6% | Added |
| Hartford Financial Management Inc. | 54,611 | $14.8M | 3.67% | −107−0.2% | Reduced |
| RPG Investment Advisory, LLC | 54,420 | $14.7M | 2.40% | −943−1.7% | Reduced |
| West Coast Financial LLC | 54,379 | $14.7M | 2.40% | +416+0.8% | Added |
| Executive Wealth Management, LLC | 54,334 | $14.7M | 1.61% | +2,264+4.3% | Added |
| Andesa Financial Management Inc. | 54,257 | $14.7M | 4.43% | −715−1.3% | Reduced |
| Sigma Investment Counselors Inc | 54,201 | $14.7M | 1.10% | −1,342−2.4% | Reduced |
| Alpha Family Trust | 54,196 | $14.7M | 4.62% | 00.0% | Unchanged |
| Ergoteles LLC | 54,145 | $14.7M | 0.34% | +54,145 | New |
| Old Second National Bank of Aurora | 53,961 | $14.6M | 4.01% | −2,151−3.8% | Reduced |
| Meridian Wealth Advisors, LLC | 53,933 | $14.6M | 4.14% | +2,375+4.6% | Added |
| Acorn Financial Advisory Services Inc | 53,919 | $14.6M | 4.31% | +72+0.1% | Added |
| Key Square Capital Management LLC | 53,827 | $14.6M | 2.98% | −150,732−73.7% | Reduced |
| Aaron Wealth Advisors | 53,829 | $14.6M | 4.80% | +544+1.0% | Added |
| Scott & Selber, Inc. | 53,817 | $14.6M | 5.59% | −352−0.6% | Reduced |
| Mattern Wealth Management LLC | 51,876 | $14.6M | 4.64% | −1,519−2.8% | Reduced |
| Old Point Trust & Financial Services N A | 53,742 | $14.6M | 6.43% | −1,905−3.4% | Reduced |
| Somerset Trust Co | 53,611 | $14.5M | 5.93% | −772−1.4% | Reduced |
| WESPAC Advisors SoCal, LLC | 53,558 | $14.5M | 4.81% | +3,675+7.4% | Added |
| First National Bank & Trust Co of Newtown | 53,550 | $14.5M | 3.00% | −1,209−2.2% | Reduced |
| Strategic Blueprint, LLC | 53,458 | $14.5M | 2.30% | +12,322+30.0% | Added |
| Tamar Securities, LLC | 53,425 | $14.5M | 5.57% | +1,909+3.7% | Added |
| swisspartners Ltd. | 53,415 | $14.5M | 10.28% | −1,043−1.9% | Reduced |
| Condor Capital Management | 53,410 | $14.5M | 1.60% | −74−0.1% | Reduced |
| Benin Management CORP | 53,388 | $14.5M | 4.60% | −996−1.8% | Reduced |
| Laidlaw Wealth Management LLC | 53,389 | $14.5M | 3.73% | +53,389 | New |
| Arkadios Wealth Advisors | 53,277 | $14.4M | 1.76% | +13,680+34.5% | Added |
| TRUE Private Wealth Advisors | 53,205 | $14.4M | 2.14% | −170−0.3% | Reduced |
| Minot Wealth Management LLC | 51,213 | $14.4M | 3.14% | +4,084+8.7% | Added |
| Hotaling Investment Management, LLC | 53,095 | $14.4M | 5.85% | −4,963−8.5% | Reduced |
| Northwest Bancshares, Inc. | 53,093 | $14.4M | 3.26% | −1,301−2.4% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 53,075 | $14.4M | 10.25% | −1,275−2.3% | Reduced |
| Wells Trecaso Financial Group, LLC | 53,041 | $14.4M | 6.91% | −30−0.1% | Reduced |
| Annex Advisory Services, LLC | 53,000 | $14.4M | 1.16% | +1,435+2.8% | Added |
| International Assets Investment Management, LLC | 92,794 | $14.4M | 2.67% | −106,517−53.4% | Reduced |
| WoodTrust Financial Corp | 52,958 | $14.3M | 3.79% | +3,445+7.0% | Added |
| Shikiar Asset Management Inc | 52,957 | $14.3M | 4.05% | +4,784+9.9% | Added |
| Quadrant Capital Group LLC | 52,906 | $14.3M | 2.08% | +1,216+2.4% | Added |
| Barings LLC | 52,883 | $14.3M | 0.33% | −3,926−6.9% | Reduced |
| Essex Financial Services, Inc. | 60,738 | $14.3M | 2.07% | 00.0% | Unchanged |
| Grand Jean Capital Management Inc | 52,795 | $14.3M | 3.55% | −35,650−40.3% | Reduced |
| Flagship Harbor Advisors, LLC | 52,723 | $14.3M | 1.53% | +1,208+2.3% | Added |
| Codex Capital, L.L.C. | 52,650 | $14.3M | 7.46% | +10,400+24.6% | Added |
| Baker Chad R | 52,625 | $14.3M | 3.21% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 52,619 | $14.3M | 1.98% | +17,205+48.6% | Added |
| Triasima Portfolio Management inc. | 52,459 | $14.2M | 0.69% | −472−0.9% | Reduced |
| Capital City Trust Co | 52,438 | $14.2M | 4.31% | +258+0.5% | Added |
| Comerica Securities,inc. | 52,433 | $14.2M | 1.07% | −5,638−9.7% | Reduced |
| Segment Wealth Management, LLC | 52,423 | $14.2M | 1.69% | +797+1.5% | Added |
| GPS Wealth Strategies Group, LLC | 52,380 | $14.2M | 3.60% | +1,017+2.0% | Added |
| David J Yvars Group | 52,372 | $14.2M | 7.97% | −582−1.1% | Reduced |
| Security National Bank | 52,236 | $14.2M | 3.73% | +215+0.4% | Added |
| NTV Asset Management LLC | 52,152 | $14.1M | 2.50% | −921−1.7% | Reduced |
| Glen Eagle Advisors, LLC | 52,137 | $14.1M | 4.39% | +899+1.8% | Added |
| Union Heritage Capital, LLC | 52,000 | $14.1M | 6.57% | −9,120−14.9% | Reduced |
| Unio Capital LLC | 51,860 | $14.0M | 6.27% | −3,600−6.5% | Reduced |
| Tudor Investment Corp Et Al | 51,839 | $14.0M | 0.29% | −23,733−31.4% | Reduced |
| BKD Wealth Advisors, LLC | 51,839 | $14.0M | 0.65% | −3,895−7.0% | Reduced |
| Greenwich Wealth Management LLC | 51,623 | $14.0M | 1.19% | +2,339+4.7% | Added |
| Hohimer Wealth Management, LLC | 51,581 | $14.0M | 2.86% | +5,101+11.0% | Added |
| Spectrum Management Group, LLC | 51,525 | $14.0M | 2.45% | +4,224+8.9% | Added |
| Kingdon Capital Management, L.L.C. | 51,500 | $14.0M | 2.13% | −22,400−30.3% | Reduced |
| Andra AP-fonden | 51,500 | $14.0M | 0.28% | −3,500−6.4% | Reduced |
| Harbor Island Capital LLC | 51,482 | $13.9M | 6.94% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 51,457 | $13.9M | 0.69% | +394+0.8% | Added |
| Joel Isaacson & Co., LLC | 51,278 | $13.9M | 1.08% | +1,060+2.1% | Added |
| Cadence Bank NA | 51,182 | $13.9M | 4.15% | −806−1.6% | Reduced |
| Bluegrass Capital Partners LP | 51,000 | $13.8M | 7.85% | 00.0% | Unchanged |
| Alps Advisors Inc | 50,968 | $13.8M | 0.12% | −1,055−2.0% | Reduced |
| Cohen Lawrence B | 50,906 | $13.8M | 7.03% | −1,551−3.0% | Reduced |
| Boston Partners | 50,888 | $13.8M | 0.02% | −33,097−39.4% | Reduced |
| AXS Investments LLC | 50,876 | $13.8M | 4.20% | +19,074+60.0% | Added |
| Trustcore Financial Services, LLC | 50,846 | $13.8M | 1.45% | +1,322+2.7% | Added |
| Winch Advisory Services, LLC | 50,825 | $13.8M | 4.95% | +667+1.3% | Added |
| CRA Financial Services, LLC | 50,809 | $13.8M | 4.79% | +631+1.3% | Added |
| Univest Financial Corp | 50,666 | $13.7M | 3.77% | +170+0.3% | Added |
| McGuire Investment Group, LLC | 50,603 | $13.7M | 2.60% | −129−0.3% | Reduced |