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 |
|---|---|---|---|---|---|
| Knuff & Co LLC | 50,597 | $13.7M | 5.10% | +237+0.5% | Added |
| Trust Co of Kansas | 50,581 | $13.7M | 7.76% | +1,244+2.5% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 50,475 | $13.7M | 1.94% | −449−0.9% | Reduced |
| Hamilton Point Investment Advisors, LLC | 50,444 | $13.7M | 3.70% | +376+0.8% | Added |
| Walter & Keenan Financial Consulting Co | 50,410 | $13.7M | 4.71% | −1,537−3.0% | Reduced |
| Hodges Capital Management Inc. | 50,337 | $13.6M | 1.53% | +1,757+3.6% | Added |
| Rowland & Co Investment Counsel | 50,281 | $13.6M | 3.35% | −379−0.7% | Reduced |
| Proficio Capital Partners LLC | 50,222 | $13.6M | 1.66% | +344+0.7% | Added |
| WBH Advisory Inc | 47,048 | $13.6M | 1.99% | −130.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 50,175 | $13.6M | 0.61% | +1,827+3.8% | Added |
| Centaurus Financial, Inc. | 50,161 | $13.6M | 1.14% | +4,006+8.7% | Added |
| Westbourne Investment Advisors, Inc. | 50,074 | $13.6M | 6.15% | +881+1.8% | Added |
| Telemark Asset Management, LLC | 50,000 | $13.5M | 1.08% | −20,000−28.6% | Reduced |
| Bank of New Hampshire | 49,989 | $13.5M | 3.62% | +49,989 | New |
| Circle Wealth Management, LLC | 49,907 | $13.5M | 1.94% | +629+1.3% | Added |
| Broderick Brian C | 49,896 | $13.5M | 3.59% | +264+0.5% | Added |
| Argyle Capital Management Inc. | 49,830 | $13.5M | 4.36% | −262−0.5% | Reduced |
| Lee Capital Holdings LLC | 49,759 | $13.5M | 6.79% | −9,055−15.4% | Reduced |
| Elk River Wealth Management, LLC | 49,759 | $13.5M | 3.49% | +1,013+2.1% | Added |
| Financial Insights, Inc. | 49,714 | $13.5M | 11.15% | −89−0.2% | Reduced |
| Sawtooth Solutions, LLC | 49,658 | $13.5M | 2.66% | +8,340+20.2% | Added |
| Qtron Investments LLC | 49,643 | $13.4M | 3.41% | 00.0% | Unchanged |
| Swarthmore Group Inc | 49,447 | $13.4M | 3.46% | −1,387−2.7% | Reduced |
| Wisconsin Capital Management LLC | 49,317 | $13.4M | 5.23% | −2,440−4.7% | Reduced |
| Origin Asset Management LLP | 49,300 | $13.4M | 1.49% | +3,400+7.4% | Added |
| American Money Management, LLC | 49,282 | $13.4M | 4.52% | +811+1.7% | Added |
| Chase Investment Counsel Corp | 49,278 | $13.3M | 5.51% | −252−0.5% | Reduced |
| Fieldpoint Private Securities, LLC | 46,468 | $13.3M | 2.91% | +856+1.9% | Added |
| Mirova | 49,071 | $13.3M | 1.59% | −1,619−3.2% | Reduced |
| Boyd Watterson Asset Management LLC | 49,051 | $13.3M | 5.36% | +31+0.1% | Added |
| Cornerstone Wealth Management, LLC | 49,043 | $13.3M | 1.40% | −165−0.3% | Reduced |
| Duff & Phelps Investment Management Co | 48,880 | $13.2M | 0.17% | −7,325−13.0% | Reduced |
| Bulltick Wealth Management, LLC | 48,721 | $13.2M | 3.10% | −4,263−8.0% | Reduced |
| Centre Asset Management, LLC | 48,646 | $13.2M | 6.84% | −11,520−19.1% | Reduced |
| Oakworth Capital, Inc. | 48,631 | $13.2M | 1.31% | −28−0.1% | Reduced |
| Stoneridge Investment Partners LLC | 48,627 | $13.2M | 6.41% | −385−0.8% | Reduced |
| Fragasso Group Inc. | 48,605 | $13.2M | 1.76% | +2,855+6.2% | Added |
| Optiver Holding B.V. | 55,586 | $13.2M | 1.80% | +904+1.7% | Added |
| Montecito Bank & Trust | 48,518 | $13.1M | 2.52% | −38−0.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 48,233 | $13.1M | 2.43% | +1,092+2.3% | Added |
| Wall Street Access Asset Management, LLC | 48,225 | $13.1M | 7.35% | −8,720−15.3% | Reduced |
| TLW Wealth Management, LLC | 48,182 | $13.1M | 7.25% | +205+0.4% | Added |
| Gladstone Institutional Advisory LLC | 48,122 | $13.0M | 1.56% | +19,074+65.7% | Added |
| Consolidated Capital Management, LLC | 48,090 | $13.0M | 6.01% | +984+2.1% | Added |
| Salem Capital Management Inc | 48,040 | $13.0M | 7.13% | −1,142−2.3% | Reduced |
| Taylor Wealth Management Partners | 48,040 | $13.0M | 4.59% | +73+0.2% | Added |
| Bright Rock Capital Management, LLC | 48,000 | $13.0M | 3.13% | +10,000+26.3% | Added |
| Bruderman Asset Management, LLC | 47,993 | $13.0M | 4.03% | +774+1.6% | Added |
| Capital Planning Advisors, LLC | 47,972 | $13.0M | 2.67% | −875−1.8% | Reduced |
| Whalerock Point Partners, LLC | 47,970 | $13.0M | 5.00% | +1,147+2.4% | Added |
| HCR Wealth Advisors | 47,651 | $12.9M | 2.24% | +74+0.2% | Added |
| Professional Planning | 47,649 | $12.9M | 5.93% | −146−0.3% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 47,589 | $12.9M | 4.86% | +23,249+95.5% | Added |
| Hall Capital Management Co Inc | 47,621 | $12.9M | 8.33% | +47,621 | New |
| Van Hulzen Asset Management, LLC | 47,558 | $12.9M | 1.93% | +352+0.7% | Added |
| Markston International LLC | 47,538 | $12.9M | 7.82% | −239,258−83.4% | Reduced |
| Keebeck Wealth Management, LLC | 47,408 | $12.8M | 1.85% | +2,685+6.0% | Added |
| Iowa State Bank | 47,403 | $12.8M | 3.60% | +271+0.6% | Added |
| Valmark Advisers, Inc. | 47,372 | $12.8M | 0.24% | +424+0.9% | Added |
| CFM Wealth Partners LLC | 47,352 | $12.8M | 3.41% | +626+1.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 47,283 | $12.8M | 0.68% | +3,384+7.7% | Added |
| 9258 Wealth Management, LLC | 47,204 | $12.8M | 3.44% | +2,716+6.1% | Added |
| First Sabrepoint Capital Management LP | 47,000 | $12.7M | 4.10% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 46,865 | $12.7M | 4.06% | −1,385−2.9% | Reduced |
| Wealthsource Partners, LLC | 46,789 | $12.7M | 1.13% | +1,852+4.1% | Added |
| Pennant Investors, LP | 46,787 | $12.7M | 3.20% | +6,787+17.0% | Added |
| Patten Group, Inc. | 46,778 | $12.7M | 3.72% | +180+0.4% | Added |
| PRW Wealth Management LLC | 46,778 | $12.7M | 3.72% | +41,747+829.8% | Added |
| Analyst IMS Investment Management Services Ltd. | 46,648 | $12.6M | 1.51% | +1,576+3.5% | Added |
| GPM Growth Investors, Inc. | 46,614 | $12.6M | 6.64% | +455+1.0% | Added |
| Kidder Stephen W | 46,522 | $12.6M | 3.89% | −679−1.4% | Reduced |
| Providence Capital Advisors, LLC | 46,426 | $12.6M | 4.11% | +16,831+56.9% | Added |
| Bonness Enterprises Inc | 46,400 | $12.6M | 6.33% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 46,352 | $12.6M | 4.60% | +1,632+3.6% | Added |
| Isthmus Partners, LLC | 46,219 | $12.5M | 2.20% | −1,087−2.3% | Reduced |
| Bourgeon Capital Management LLC | 46,218 | $12.5M | 2.69% | −5,795−11.1% | Reduced |
| Timber Creek Capital Management LLC | 46,073 | $12.5M | 4.05% | +5,078+12.4% | Added |
| Biondo Investment Advisors, LLC | 45,958 | $12.5M | 2.14% | +533+1.2% | Added |
| Ritholtz Wealth Management | 46,041 | $12.5M | 0.90% | +6,939+17.7% | Added |
| Central Bank & Trust Co | 46,038 | $12.5M | 2.01% | +140.0% | Added |
| Abbot Financial Management, Inc. | 45,974 | $12.5M | 5.44% | −128−0.3% | Reduced |
| Zevin Asset Management LLC | 45,840 | $12.4M | 2.47% | +3,929+9.4% | Added |
| Soltis Investment Advisors LLC | 45,611 | $12.4M | 1.96% | +10,562+30.1% | Added |
| Glassman Wealth Services | 45,361 | $12.3M | 2.57% | −1,476−3.2% | Reduced |
| Lincoln Capital LLC | 45,298 | $12.3M | 3.44% | +97+0.2% | Added |
| Armstrong Shaw Associates Inc | 45,267 | $12.3M | 10.66% | −2,702−5.6% | Reduced |
| Portolan Capital Management, LLC | 45,194 | $12.2M | 0.88% | −219−0.5% | Reduced |
| AMJ Financial Wealth Management | 45,173 | $12.2M | 5.33% | +611+1.4% | Added |
| Tairen Capital Ltd | 45,132 | $12.2M | 2.14% | +5,616+14.2% | Added |
| Inlet Private Wealth, LLC | 45,061 | $12.2M | 3.20% | −449−1.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 45,013 | $12.2M | 3.98% | +444+1.0% | Added |
| Gabalex Capital Management LLC | 45,000 | $12.2M | 5.73% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 44,606 | $12.2M | 1.18% | +276+0.6% | Added |
| Muhlenkamp & Co Inc | 44,776 | $12.1M | 4.45% | +75+0.2% | Added |
| Texas Yale Capital Corp. | 44,715 | $12.1M | 0.69% | +70+0.2% | Added |
| Cinctive Capital Management LP | 44,692 | $12.1M | 0.66% | +16,068+56.1% | Added |
| J.P. Marvel Investment Advisors, LLC | 44,689 | $12.1M | 2.57% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 44,688 | $12.1M | 2.84% | +1,048+2.4% | Added |
| First Washington CORP | 44,672 | $12.1M | 4.51% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 44,642 | $12.1M | 2.05% | +40,399+952.1% | Added |