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 |
|---|---|---|---|---|---|
| Tarsadia Capital, LLC | 34,678 | $9.39M | 6.92% | −19,105−35.5% | Reduced |
| Summit Financial Group Inc | 34,648 | $9.39M | 3.51% | +3,243+10.3% | Added |
| Selway Asset Management | 34,605 | $9.37M | 5.02% | −1,285−3.6% | Reduced |
| Uncommon Cents Investing LLC | 34,513 | $9.35M | 3.74% | −20−0.1% | Reduced |
| Triangle Securities Wealth Management | 34,502 | $9.35M | 3.16% | −684−1.9% | Reduced |
| Peoples Financial Services Corp. | 34,493 | $9.34M | 3.91% | −1,582−4.4% | Reduced |
| Patton Albertson Miller Group, LLC | 34,486 | $9.34M | 2.13% | −2,437−6.6% | Reduced |
| Berman Capital Advisors, LLC | 34,309 | $9.29M | 1.48% | +5,132+17.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 34,298 | $9.29M | 3.10% | +133+0.4% | Added |
| Searle & Co. | 34,290 | $9.29M | 3.80% | +47+0.1% | Added |
| F&V Capital Management, LLC | 34,224 | $9.27M | 3.41% | −17,425−33.7% | Reduced |
| Encompass Wealth Advisors, LLC | 34,184 | $9.26M | 2.28% | +174+0.5% | Added |
| Cascadia Advisory Services, LLC | 34,127 | $9.24M | 1.99% | +2,011+6.3% | Added |
| Kapitalo Investimentos Ltda | 34,123 | $9.24M | 4.30% | −2,241−6.2% | Reduced |
| Hollow Brook Wealth Management LLC | 33,975 | $9.20M | 5.72% | −176−0.5% | Reduced |
| Paradigm Financial Partners, LLC | 33,929 | $9.19M | 2.29% | +3,216+10.5% | Added |
| Good Life Advisors, LLC | 33,903 | $9.18M | 1.74% | +467+1.4% | Added |
| Marcum Wealth, LLC | 33,876 | $9.18M | 1.49% | −668−1.9% | Reduced |
| MidWestOne Financial Group, Inc. | 33,857 | $9.17M | 2.17% | +989+3.0% | Added |
| Bray Capital Advisors | 33,845 | $9.17M | 2.35% | +405+1.2% | Added |
| Avitas Wealth Management LLC | 33,808 | $9.16M | 1.63% | +1,024+3.1% | Added |
| Harbour Capital Advisors, LLC | 33,755 | $9.14M | 2.46% | −1,142−3.3% | Reduced |
| Lafayette Investments, Inc. | 33,686 | $9.13M | 2.49% | +4,251+14.4% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 33,685 | $9.13M | 2.82% | −901−2.6% | Reduced |
| Northstar Asset Management LLC | 33,669 | $9.12M | 2.40% | −3,450−9.3% | Reduced |
| First Trust Bank, Ltd. | 33,668 | $9.12M | 11.11% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 33,627 | $9.11M | 3.09% | −348−1.0% | Reduced |
| Jacobi Capital Management LLC | 33,534 | $9.08M | 1.20% | +872+2.7% | Added |
| Hendershot Investments Inc. | 33,493 | $9.07M | 1.97% | −84−0.3% | Reduced |
| Davidson Trust Co | 33,464 | $9.06M | 7.06% | +686+2.1% | Added |
| Sitrin Capital Management LLC | 33,453 | $9.06M | 4.08% | −655−1.9% | Reduced |
| Apella Capital, LLC | 33,410 | $9.05M | 1.49% | +22,622+209.7% | Added |
| Bedel Financial Consulting, Inc. | 33,343 | $9.03M | 3.14% | +760+2.3% | Added |
| Schwab Charitable Fund | 33,293 | $9.02M | 1.01% | 00.0% | Unchanged |
| Cramer Rosenthal McGlynn LLC | 33,220 | $9.00M | 0.29% | −4,474−11.9% | Reduced |
| Legato Capital Management LLC | 33,178 | $8.99M | 1.27% | +7,614+29.8% | Added |
| IFG Advisory, LLC | 33,147 | $8.98M | 1.00% | −204−0.6% | Reduced |
| Permanens Capital L.P. | 33,124 | $8.97M | 1.61% | +3,956+13.6% | Added |
| Cambridge Financial Group, Inc. | 33,095 | $8.97M | 3.83% | −742−2.2% | Reduced |
| Roanoke Asset Management Corp | 33,064 | $8.96M | 3.11% | +4,725+16.7% | Added |
| CX Institutional | 33,044 | $8.95M | 0.74% | +130.0% | Added |
| Graypoint LLC | 33,021 | $8.95M | 1.19% | +1,854+5.9% | Added |
| Resource Management, LLC | 33,000 | $8.94M | 1.02% | +1,846+5.9% | Added |
| Raab & Moskowitz Asset Management LLC | 32,999 | $8.94M | 3.27% | +196+0.6% | Added |
| Loudon Investment Management, LLC | 32,984 | $8.94M | 6.09% | −581−1.7% | Reduced |
| WealthTrust Axiom LLC | 32,928 | $8.92M | 2.86% | −53−0.2% | Reduced |
| Shepherd Financial Partners LLC | 32,902 | $8.91M | 1.70% | +337+1.0% | Added |
| Little House Capital LLC | 32,896 | $8.91M | 4.82% | −4,347−11.7% | Reduced |
| Excalibur Management Corp | 32,789 | $8.88M | 4.02% | −197−0.6% | Reduced |
| Hillman Capital Management, Inc. | 32,769 | $8.88M | 3.38% | +885+2.8% | Added |
| Drexel Morgan & Co. | 32,745 | $8.87M | 2.62% | −3,155−8.8% | Reduced |
| Clear Creek Financial Management, LLC | 32,696 | $8.86M | 1.37% | +27,446+522.8% | Added |
| Hanson & Doremus Investment Management | 42,003 | $8.83M | 2.64% | −4,675−10.0% | Reduced |
| JNBA Financial Advisors | 32,603 | $8.83M | 1.20% | −100−0.3% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 32,578 | $8.82M | 3.38% | +1,348+4.3% | Added |
| Cary Street Partner Investment Advisory LLC | 32,518 | $8.81M | 2.85% | +12,236+60.3% | Added |
| Sawyer & Company, Inc | 32,511 | $8.81M | 4.11% | −1,765−5.1% | Reduced |
| Oxler Private Wealth LLC | 32,459 | $8.79M | 3.83% | −10.0% | Reduced |
| Bridge Creek Capital Management LLC | 32,441 | $8.79M | 3.31% | −840−2.5% | Reduced |
| Tranquility Partners, LLC | 32,406 | $8.78M | 4.93% | −1,336−4.0% | Reduced |
| Founders Capital Management | 32,245 | $8.73M | 5.69% | −685−2.1% | Reduced |
| Financial Perspectives, Inc | 32,244 | $8.73M | 4.25% | −7,577,903−99.6% | Reduced |
| Radnor Capital Management, LLC | 32,237 | $8.73M | 2.95% | −380−1.2% | Reduced |
| Plancorp, LLC | 32,222 | $8.73M | 0.68% | −1,561−4.6% | Reduced |
| Optimum Investment Advisors | 32,164 | $8.71M | 2.72% | −7,025−17.9% | Reduced |
| Meristem Family Wealth, LLC | 32,157 | $8.71M | 1.37% | +6,986+27.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 32,121 | $8.70M | 3.35% | −505−1.5% | Reduced |
| GVO Asset Management Ltd | 32,117 | $8.70M | 7.38% | 00.0% | Unchanged |
| Palmer Knight Co | 32,094 | $8.69M | 4.77% | −175−0.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 32,061 | $8.69M | 4.91% | +138+0.4% | Added |
| Hamel Associates, Inc. | 32,018 | $8.67M | 3.31% | −1,981−5.8% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 31,862 | $8.63M | 2.84% | −1,220−3.7% | Reduced |
| United Capital Management of KS, Inc. | 31,750 | $8.60M | 3.51% | +597+1.9% | Added |
| Menlo Advisors LLC | 31,738 | $8.60M | 4.64% | −1,219−3.7% | Reduced |
| Greystone Financial Group, LLC | 31,700 | $8.59M | 2.14% | +1,460+4.8% | Added |
| TFG Advisers LLC | 31,649 | $8.57M | 4.14% | −493−1.5% | Reduced |
| SeaBridge Investment Advisors LLC | 31,630 | $8.57M | 2.76% | −327−1.0% | Reduced |
| Brick & Kyle, Associates | 31,523 | $8.53M | 4.45% | +339+1.1% | Added |
| LeJeune Puetz Investment Counsel LLC | 31,502 | $8.53M | 3.15% | −40−0.1% | Reduced |
| Curbstone Financial Management Corp | 31,455 | $8.52M | 1.60% | −750−2.3% | Reduced |
| Grove Bank & Trust | 31,364 | $8.50M | 1.84% | −590−1.8% | Reduced |
| Affinity Wealth Management LLC | 30,136 | $8.48M | 1.68% | +316+1.1% | Added |
| Sunbelt Securities, Inc. | 30,198 | $8.48M | 1.53% | −651−2.1% | Reduced |
| Golden State Equity Partners | 31,172 | $8.44M | 3.28% | −4,475−12.6% | Reduced |
| Odey Asset Management Group Ltd | 31,150 | $8.44M | 1.90% | +8,800+39.4% | Added |
| BNC Wealth Management, LLC | 31,107 | $8.43M | 5.11% | +299+1.0% | Added |
| Highlander Capital Management, LLC | 31,065 | $8.42M | 4.20% | 00.0% | Unchanged |
| Brown Capital Management LLC | 31,056 | $8.41M | 0.06% | −124−0.4% | Reduced |
| Center for Financial Planning, Inc. | 31,052 | $8.41M | 2.07% | −271−0.9% | Reduced |
| Delta Financial Advisors LLC | 31,034 | $8.41M | 3.70% | +63+0.2% | Added |
| Regent Peak Wealth Advisors LLC | 29,504 | $8.41M | 2.35% | +2,370+8.7% | Added |
| M&R Capital Management Inc | 30,998 | $8.40M | 1.92% | +127+0.4% | Added |
| Procyon Private Wealth Partners, LLC | 30,995 | $8.40M | 2.29% | +3,848+14.2% | Added |
| Guinness Atkinson Asset Management Inc | 30,927 | $8.38M | 3.71% | +166+0.5% | Added |
| Burke & Herbert Bank & Trust Co | 30,885 | $8.37M | 5.38% | −25−0.1% | Reduced |
| Geneva Partners, LLC | 30,872 | $8.36M | 3.83% | −125−0.4% | Reduced |
| Greenline Partners, LLC | 30,861 | $8.36M | 1.71% | +163+0.5% | Added |
| MEMBERS Trust Co | 30,858 | $8.36M | 0.26% | −1,215−3.8% | Reduced |
| Columbia Trust Co 01012016 | 30,823 | $8.35M | 4.76% | +921+3.1% | Added |
| BerganKDV Wealth Management, LLC | 30,811 | $8.35M | 0.99% | −225−0.7% | Reduced |