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 |
|---|---|---|---|---|---|
| Stokes Capital Advisors, LLC | 38,542 | $10.4M | 3.42% | +5,822+17.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 38,533 | $10.4M | 1.31% | +2,105+5.8% | Added |
| Oak Grove Capital LLC | 38,519 | $10.4M | 2.41% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 38,508 | $10.4M | 2.62% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 38,507 | $10.4M | 1.76% | +1,114+3.0% | Added |
| Chesapeake Wealth Management | 38,506 | $10.4M | 3.38% | −1,475−3.7% | Reduced |
| Riverpark Capital Management LLC | 38,453 | $10.4M | 4.14% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 38,405 | $10.4M | 3.34% | +676+1.8% | Added |
| First Personal Financial Services | 38,373 | $10.4M | 2.66% | −120−0.3% | Reduced |
| Sargent Investment Group, LLC | 38,289 | $10.4M | 2.47% | −189−0.5% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 38,281 | $10.4M | 1.60% | +190+0.5% | Added |
| Dumont & Blake Investment Advisors LLC | 38,274 | $10.4M | 2.95% | +126+0.3% | Added |
| Bellecapital International Ltd. | 38,264 | $10.4M | 3.15% | −4,604−10.7% | Reduced |
| Archford Capital Strategies, LLC | 38,218 | $10.4M | 2.59% | −1,436−3.6% | Reduced |
| Carolinas Wealth Consulting LLC | 38,155 | $10.3M | 2.27% | −1,977−4.9% | Reduced |
| Bank Ozk | 38,182 | $10.3M | 4.58% | −679−1.7% | Reduced |
| Bessemer Securities LLC | 38,164 | $10.3M | 4.05% | −1,000−2.6% | Reduced |
| Front Row Advisors LLC | 34,818 | $10.3M | 4.24% | −563−1.6% | Reduced |
| Harrell Investment Partners, LLC | 38,068 | $10.3M | 3.35% | +825+2.2% | Added |
| B&D White Capital Company, LLC | 38,058 | $10.3M | 4.59% | +29,825+362.3% | Added |
| NorthRock Partners, LLC | 38,015 | $10.3M | 0.86% | +5,105+15.5% | Added |
| North Growth Management Ltd. | 38,000 | $10.3M | 1.67% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 37,896 | $10.3M | 1.14% | −706−1.8% | Reduced |
| Wealth Advisors, Inc. | 35,830 | $10.3M | 3.78% | −499−1.4% | Reduced |
| Penbrook Management LLC | 37,826 | $10.2M | 6.46% | −4,700−11.1% | Reduced |
| CFO4Life Group, LLC | 37,698 | $10.2M | 2.36% | −110.0% | Reduced |
| Journey Advisory Group, LLC | 37,652 | $10.2M | 3.25% | +2,006+5.6% | Added |
| Avestar Capital, LLC | 37,615 | $10.2M | 1.96% | +3,647+10.7% | Added |
| Keel Point, LLC | 37,597 | $10.2M | 1.22% | +186+0.5% | Added |
| Aj Wealth Strategies, LLC | 37,572 | $10.2M | 0.61% | −33−0.1% | Reduced |
| Enterprise Bank & Trust Co | 37,552 | $10.2M | 4.02% | −380−1.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 37,494 | $10.2M | 0.07% | −4,196−10.1% | Reduced |
| GM Advisory Group, Inc. | 37,419 | $10.1M | 1.04% | +2,283+6.5% | Added |
| Live Oak Private Wealth LLC | 37,386 | $10.1M | 2.24% | +452+1.2% | Added |
| Aevitas Wealth Management, Inc. | 37,366 | $10.1M | 6.47% | +2,159+6.1% | Added |
| Traynor Capital Management, Inc. | 36,432 | $10.1M | 1.41% | +1,094+3.1% | Added |
| Cooper Financial Group | 37,312 | $10.1M | 2.06% | +3,213+9.4% | Added |
| White Pine Investment CO | 37,257 | $10.1M | 3.48% | −595−1.6% | Reduced |
| J. W. Coons Advisors, LLC | 37,188 | $10.1M | 3.57% | −1,596−4.1% | Reduced |
| BDO Wealth Advisors, LLC | 37,135 | $10.1M | 1.11% | −1,936−5.0% | Reduced |
| Roman Butler Fullerton & Co | 37,130 | $10.1M | 4.90% | +4,414+13.5% | Added |
| Chronos Wealth Management, LLC | 37,051 | $10.0M | 6.89% | +37+0.1% | Added |
| Oarsman Capital, Inc. | 37,024 | $10.0M | 3.98% | −205−0.6% | Reduced |
| Contravisory Investment Management, Inc. | 37,011 | $10.0M | 2.96% | −950−2.5% | Reduced |
| Brookfield Asset Management Inc. | 37,000 | $10.0M | 0.05% | −1,000−2.6% | Reduced |
| Northwest Capital Management Inc | 35,150 | $10.0M | 5.64% | +1,268+3.7% | Added |
| Spreng Capital Management, Inc. | 36,873 | $9.99M | 6.46% | +163+0.4% | Added |
| All Terrain Financial Advisors, LLC | 36,825 | $9.98M | 4.81% | +2,795+8.2% | Added |
| Citizens & Northern Corp | 36,794 | $9.97M | 3.74% | −2,207−5.7% | Reduced |
| Socorro Asset Management LP | 36,776 | $9.96M | 3.25% | +8,529+30.2% | Added |
| Financial Partners Group, Inc | 36,762 | $9.96M | 2.56% | −22−0.1% | Reduced |
| Legacy Private Trust Co. | 36,630 | $9.92M | 0.84% | −2,470−6.3% | Reduced |
| Sargent Bickham Lagudis LLC | 36,617 | $9.92M | 0.81% | +80.0% | Added |
| Avidian Wealth Solutions, LLC | 36,609 | $9.92M | 0.76% | +195+0.5% | Added |
| Ascent Wealth Partners, LLC | 36,576 | $9.91M | 1.89% | −1,088−2.9% | Reduced |
| AIMZ Investment Advisors, LLC | 36,568 | $9.91M | 4.44% | −123−0.3% | Reduced |
| Brave Asset Management Inc | 36,564 | $9.90M | 2.92% | +2,641+7.8% | Added |
| Concentric Wealth Management, LLC | 36,541 | $9.90M | 3.03% | +50.0% | Added |
| Horan Capital Advisors, LLC. | 36,532 | $9.90M | 4.47% | +1,465+4.2% | Added |
| Cornerstone Advisory, LLC | 36,469 | $9.88M | 1.66% | +4,549+14.3% | Added |
| Vishria Bird Financial Group, LLC | 36,416 | $9.87M | 4.86% | +1,092+3.1% | Added |
| Aries Wealth Management | 36,299 | $9.83M | 4.21% | +20+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 36,299 | $9.83M | 1.19% | +2,057+6.0% | Added |
| Citizens National Bank Trust Department | 36,222 | $9.81M | 2.81% | −510−1.4% | Reduced |
| Potrero Capital Research LLC | 36,194 | $9.80M | 2.42% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 36,182 | $9.80M | 3.90% | −434−1.2% | Reduced |
| Marshall & Sullivan Inc | 36,148 | $9.79M | 5.43% | +2,090+6.1% | Added |
| Miramar Capital, LLC | 33,786 | $9.78M | 3.95% | −448−1.3% | Reduced |
| Gardner Lewis Asset Management L P | 36,082 | $9.78M | 1.61% | +2,226+6.6% | Added |
| Notis-McConarty Edward | 36,007 | $9.76M | 3.61% | −1,915−5.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 35,971 | $9.74M | 1.63% | +2,204+6.5% | Added |
| 44 Wealth Management LLC | 35,965 | $9.74M | 3.75% | +187+0.5% | Added |
| Core Alternative Capital | 35,953 | $9.74M | 2.26% | +5,508+18.1% | Added |
| Pekin Hardy Strauss, Inc. | 35,934 | $9.73M | 1.36% | −1,460−3.9% | Reduced |
| Legacy Capital Partners, Inc. | 35,933 | $9.73M | 3.48% | +75+0.2% | Added |
| Hamilton Wealth, LLC | 35,933 | $9.73M | 4.54% | +1,681+4.9% | Added |
| Martin & Co Inc | 35,870 | $9.72M | 2.42% | −1,411−3.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 33,914 | $9.70M | 6.13% | −525−1.5% | Reduced |
| Advanced Asset Management Advisors Inc | 35,760 | $9.69M | 2.05% | −625−1.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 35,707 | $9.67M | 4.71% | −8,731−19.6% | Reduced |
| S&T Bank | 35,630 | $9.65M | 1.50% | +33+0.1% | Added |
| MRJ Capital Inc | 35,567 | $9.63M | 5.61% | +185+0.5% | Added |
| Cambridge Advisors Inc. | 35,513 | $9.62M | 2.33% | −723−2.0% | Reduced |
| Cim Investment Mangement Inc | 35,505 | $9.62M | 2.98% | −1,338−3.6% | Reduced |
| Bell Bank | 35,432 | $9.60M | 1.27% | +15,317+76.1% | Added |
| Vontobel Swiss Wealth Advisors AG | 36,067 | $9.59M | 4.93% | −465−1.3% | Reduced |
| Temasek Holdings (Private) Ltd | 35,289 | $9.56M | 0.03% | −274,107−88.6% | Reduced |
| LVW Advisors, LLC | 35,281 | $9.56M | 1.70% | +275+0.8% | Added |
| Premier Asset Management LLC | 35,276 | $9.56M | 1.41% | +26,758+314.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 35,199 | $9.54M | 2.33% | 00.0% | Unchanged |
| Advisor Resource Council | 35,150 | $9.52M | 1.00% | +35,150 | New |
| Lederer & Associates Investment Counsel | 35,066 | $9.50M | 6.32% | +472+1.4% | Added |
| Maytus Capital Management, LLC | 35,000 | $9.48M | 3.02% | −40,000−53.3% | Reduced |
| Brown Miller Wealth Management, LLC | 34,965 | $9.47M | 6.05% | +245+0.7% | Added |
| Ravenstone Capital Management Inc. | 34,870 | $9.45M | 8.48% | +34,870 | New |
| Blume Capital Management, Inc. | 34,838 | $9.44M | 3.45% | −420−1.2% | Reduced |
| McMillion Capital Management Inc | 34,828 | $9.44M | 5.14% | −1,016−2.8% | Reduced |
| Connable Office Inc | 34,816 | $9.43M | 1.31% | −1,011−2.8% | Reduced |
| Karp Capital Management Corp | 34,749 | $9.41M | 1.39% | +1,721+5.2% | Added |
| Amica Retiree Medical Trust | 34,722 | $9.41M | 5.95% | 00.0% | Unchanged |