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 |
|---|---|---|---|---|---|
| Stonnington Group, LLC | 43,536 | $12.1M | 2.69% | +726+1.7% | Added |
| Baugh & Associates, LLC | 44,553 | $12.1M | 7.49% | −488−1.1% | Reduced |
| Altfest L J & Co Inc | 44,465 | $12.0M | 2.60% | −986−2.2% | Reduced |
| WealthPLAN Partners, LLC | 41,976 | $12.0M | 0.85% | +75+0.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 44,300 | $12.0M | 1.09% | −1,105−2.4% | Reduced |
| Csenge Advisory Group | 44,085 | $12.0M | 1.06% | +11,098+33.6% | Added |
| Capital Investment Advisory Services, LLC | 44,168 | $12.0M | 1.50% | −739−1.6% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 44,150 | $12.0M | 1.32% | −663−1.5% | Reduced |
| Avantax Planning Partners, Inc. | 44,137 | $12.0M | 0.56% | +1,646+3.9% | Added |
| Grandview Asset Management LLC | 44,125 | $12.0M | 6.56% | +2,160+5.1% | Added |
| West Branch Capital LLC | 44,092 | $11.9M | 5.87% | +160+0.4% | Added |
| B. Riley Wealth Management, Inc. | 44,070 | $11.9M | 1.32% | −3,719−7.8% | Reduced |
| Birinyi Associates Inc | 44,039 | $11.9M | 4.14% | −725−1.6% | Reduced |
| Valicenti Advisory Services Inc | 44,017 | $11.9M | 3.30% | −873−1.9% | Reduced |
| Zions Bancorporation, N.A. | 43,997 | $11.9M | 1.19% | +2,730+6.6% | Added |
| Waycross Partners, LLC | 43,956 | $11.9M | 6.33% | −400−0.9% | Reduced |
| Aspiriant, LLC | 43,936 | $11.9M | 0.67% | +739+1.7% | Added |
| McKinley Carter Wealth Services, Inc. | 43,750 | $11.9M | 0.98% | −160.0% | Reduced |
| Koshinski Asset Management, Inc. | 43,742 | $11.8M | 1.49% | −7,768−15.1% | Reduced |
| McGinn Investment Management, Inc. | 43,687 | $11.8M | 8.47% | −780−1.8% | Reduced |
| Keystone Financial Group | 43,596 | $11.8M | 2.14% | −275−0.6% | Reduced |
| Marietta Wealth Management, LLC | 43,566 | $11.8M | 2.66% | +602+1.4% | Added |
| Rodgers Brothers Inc. | 43,537 | $11.8M | 2.26% | +757+1.8% | Added |
| New England Investment & Retirement Group, Inc. | 43,527 | $11.8M | 2.56% | +1,515+3.6% | Added |
| Stevens Capital Management LP | 43,410 | $11.8M | 3.44% | +43,410 | New |
| Windsor Creek Advisors, LLC | 43,309 | $11.7M | 4.41% | +108+0.2% | Added |
| Ashton Thomas Private Wealth, LLC | 43,148 | $11.7M | 1.78% | −1,137−2.6% | Reduced |
| Vident Investment Advisory, LLC | 43,062 | $11.7M | 0.35% | +2,107+5.1% | Added |
| Carderock Capital Management Inc | 42,974 | $11.6M | 3.19% | +1,318+3.2% | Added |
| Portland Global Advisors LLC | 42,945 | $11.6M | 2.26% | +681+1.6% | Added |
| Physicians Financial Services, Inc. | 42,823 | $11.6M | 4.76% | −173−0.4% | Reduced |
| NVWM, LLC | 42,811 | $11.6M | 4.17% | −2,097−4.7% | Reduced |
| Angeles Investment Advisors, LLC | 42,654 | $11.6M | 0.72% | +10,814+34.0% | Added |
| Lawson Kroeker Investment Management Inc | 42,437 | $11.5M | 3.64% | −255−0.6% | Reduced |
| Johanson Financial Advisors, Inc. | 40,857 | $11.5M | 3.88% | −207−0.5% | Reduced |
| Insight Wealth Strategies, LLC | 42,369 | $11.5M | 1.63% | −9,619−18.5% | Reduced |
| Trust Co of Oklahoma | 42,367 | $11.5M | 3.89% | −505−1.2% | Reduced |
| Stanley-Laman Group, Ltd. | 42,325 | $11.5M | 1.63% | +3,108+7.9% | Added |
| River & Mercantile Asset Management LLP | 42,323 | $11.5M | 0.74% | −5,042−10.6% | Reduced |
| One Capital Management, LLC | 42,216 | $11.4M | 1.02% | +3,921+10.2% | Added |
| Compton Capital Management Inc | 42,170 | $11.4M | 3.36% | −355−0.8% | Reduced |
| Benson Investment Management Company, Inc. | 42,108 | $11.4M | 5.81% | −2,285−5.1% | Reduced |
| Baldwin Investment Management, LLC | 42,065 | $11.4M | 1.94% | −882−2.1% | Reduced |
| Virtue Capital Management, LLC | 41,761 | $11.3M | 2.26% | +1,656+4.1% | Added |
| Makena Capital Management LLC | 41,754 | $11.3M | 1.67% | +3,473+9.1% | Added |
| Chapman Investment Management, LLC | 41,596 | $11.3M | 6.25% | +466+1.1% | Added |
| DT Investment Partners, LLC | 41,428 | $11.2M | 1.55% | +202+0.5% | Added |
| Puzo Michael J | 41,407 | $11.2M | 3.49% | −3,166−7.1% | Reduced |
| Trustmark National Bank Trust Department | 41,393 | $11.2M | 0.89% | −609−1.4% | Reduced |
| Legacy Wealth Management, LLC | 41,373 | $11.2M | 6.21% | +160+0.4% | Added |
| Tiemann Investment Advisors, LLC | 41,270 | $11.2M | 5.23% | −913−2.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41,225 | $11.2M | 1.12% | −2,624−6.0% | Reduced |
| Nkcfo LLC | 41,175 | $11.2M | 3.75% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 40,156 | $11.1M | 2.27% | +8,680+27.6% | Added |
| Mattern Capital Management, LLC | 41,037 | $11.1M | 2.20% | +766+1.9% | Added |
| Moser Wealth Advisors, LLC | 41,030 | $11.1M | 7.16% | +1,921+4.9% | Added |
| Clear Harbor Asset Management, LLC | 41,011 | $11.1M | 1.36% | −853−2.0% | Reduced |
| Modera Wealth Management, LLC | 40,948 | $11.1M | 0.60% | −854−2.0% | Reduced |
| Tiedemann Advisors, LLC | 40,918 | $11.1M | 0.44% | −3,207−7.3% | Reduced |
| Torray LLC | 40,890 | $11.1M | 1.63% | −356−0.9% | Reduced |
| Asset Dedication, LLC | 40,862 | $11.1M | 1.65% | +7,355+22.0% | Added |
| Bar Harbor Trust Services | 40,772 | $11.0M | 3.55% | −405−1.0% | Reduced |
| RSM US Wealth Management LLC | 40,754 | $11.0M | 0.60% | +4,730+13.1% | Added |
| Platform Technology Partners | 40,742 | $11.0M | 4.55% | +40,742 | New |
| Prelude Capital Management, LLC | 40,710 | $11.0M | 0.61% | −10,105−19.9% | Reduced |
| Financial Architects, Inc | 40,687 | $11.0M | 1.59% | +840+2.1% | Added |
| Exane Derivatives | 39,218 | $11.0M | 2.58% | +2,782+7.6% | Added |
| Steamboat Capital Partners, LLC | 40,597 | $11.0M | 2.83% | −541−1.3% | Reduced |
| Investment Management of Virginia LLC | 40,575 | $11.0M | 2.12% | −1,300−3.1% | Reduced |
| Atlantic Trust, LLC | 33,860 | $10.9M | 7.14% | −6,434−16.0% | Reduced |
| Great Diamond Partners, LLC | 40,310 | $10.9M | 3.09% | −323−0.8% | Reduced |
| Old Port Advisors | 38,645 | $10.9M | 3.93% | −2,148−5.3% | Reduced |
| Royal Fund Management, LLC | 40,271 | $10.9M | 1.81% | +4,377+12.2% | Added |
| Smithbridge Asset Management Inc | 40,253 | $10.9M | 3.55% | +82+0.2% | Added |
| Sage Capital Advisors,llc | 38,667 | $10.9M | 4.44% | +1,519+4.1% | Added |
| Lake Street Financial LLC | 40,034 | $10.9M | 2.77% | −833−2.0% | Reduced |
| Chelsea Counsel Co | 40,066 | $10.9M | 5.00% | +117+0.3% | Added |
| Ally Financial Inc. | 40,000 | $10.8M | 1.08% | −40,000−50.0% | Reduced |
| Cubist Systematic Strategies, LLC | 39,979 | $10.8M | 0.12% | −100,888−71.6% | Reduced |
| Kesler, Norman & Wride, LLC | 37,934 | $10.8M | 2.49% | −168−0.4% | Reduced |
| Q Capital Solutions | 39,880 | $10.8M | 8.12% | +6,050+17.9% | Added |
| Corsair Capital Management, L.P. | 39,798 | $10.8M | 1.87% | −185−0.5% | Reduced |
| Pegasus Partners Ltd. | 39,780 | $10.8M | 2.10% | −4,998−11.2% | Reduced |
| Coastal Investment Advisors, Inc. | 39,720 | $10.8M | 2.55% | −503−1.3% | Reduced |
| Symphony Financial, Ltd. Co. | 39,750 | $10.7M | 3.66% | −9,398−19.1% | Reduced |
| Jupiter Wealth Management LLC | 37,090 | $10.7M | 5.14% | +90+0.2% | Added |
| Mayflower Financial Advisors, LLC | 39,601 | $10.7M | 1.50% | −258−0.6% | Reduced |
| Humankind Investments LLC | 39,597 | $10.7M | 5.07% | +5,128+14.9% | Added |
| RMR Wealth Builders | 39,569 | $10.7M | 3.51% | −5,829−12.8% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 39,441 | $10.7M | 2.71% | −627−1.6% | Reduced |
| Stratos Wealth Advisors, LLC | 39,418 | $10.7M | 0.94% | +6,106+18.3% | Added |
| Pegasus Asset Management, Inc. | 39,369 | $10.7M | 4.97% | +874+2.3% | Added |
| SOA Wealth Advisors, LLC. | 39,300 | $10.6M | 2.74% | +854+2.2% | Added |
| White Pine Capital LLC | 37,363 | $10.6M | 3.17% | −1,475−3.8% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 39,243 | $10.6M | 1.88% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 39,150 | $10.6M | 0.30% | −1,200−3.0% | Reduced |
| XXEC, Inc. | 39,078 | $10.6M | 7.00% | +1,040+2.7% | Added |
| Orca Investment Management, LLC | 38,962 | $10.6M | 9.51% | −351−0.9% | Reduced |
| 20/20 Capital Management, Inc. | 38,813 | $10.5M | 2.72% | +1,439+3.9% | Added |
| John G Ullman & Associates Inc | 38,620 | $10.5M | 1.36% | −1,000−2.5% | Reduced |