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 |
|---|---|---|---|---|---|
| Eastover Investment Advisors LLC | 30,745 | $8.33M | 5.41% | −1,843−5.7% | Reduced |
| Darwin Advisors, LLC | 30,727 | $8.32M | 1.35% | −2,186−6.6% | Reduced |
| SageGuard Financial Group, LLC | 30,725 | $8.32M | 3.78% | +2,143+7.5% | Added |
| Brio Consultants, LLC | 30,706 | $8.32M | 2.13% | +490+1.6% | Added |
| M. Kulyk & Associates, LLC | 30,688 | $8.31M | 3.00% | +1,644+5.7% | Added |
| Sandbox Financial Partners, LLC | 30,596 | $8.29M | 6.18% | +506+1.7% | Added |
| SPC Financial, Inc. | 30,576 | $8.28M | 1.00% | −1,732−5.4% | Reduced |
| First Bank & Trust | 30,571 | $8.28M | 4.00% | −63−0.2% | Reduced |
| Capital Asset Advisory Services LLC | 30,462 | $8.25M | 0.91% | −982−3.1% | Reduced |
| Nicolet Bankshares Inc | 30,433 | $8.24M | 2.17% | +632+2.1% | Added |
| Vectors Research Management, LLC | 30,370 | $8.23M | 2.10% | +896+3.0% | Added |
| HNP Capital LLC | 30,370 | $8.23M | 2.17% | +976+3.3% | Added |
| Michael B. Yongue | 30,247 | $8.19M | 6.00% | −185−0.6% | Reduced |
| Tandem Capital Management Corp | 30,241 | $8.19M | 5.16% | +125+0.4% | Added |
| Mizuho Markets Cayman LP | 30,197 | $8.18M | 1.51% | −56,523−65.2% | Reduced |
| Westover Capital Advisors, LLC | 30,171 | $8.17M | 2.62% | +6,799+29.1% | Added |
| SNS Financial Group, LLC | 30,124 | $8.16M | 1.07% | −397−1.3% | Reduced |
| Hixon Zuercher, LLC | 30,098 | $8.15M | 4.91% | −818−2.6% | Reduced |
| Eagle Capital Management, LLC | 30,075 | $8.15M | 2.30% | −2,943−8.9% | Reduced |
| Keystone Financial Planning, Inc. | 30,067 | $8.14M | 2.95% | −491−1.6% | Reduced |
| Spirit of America Management Corp | 30,039 | $8.14M | 1.74% | −2,675−8.2% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 30,003 | $8.13M | 2.40% | −8,184−21.4% | Reduced |
| Point72 Hong Kong Ltd | 30,000 | $8.13M | 0.56% | −24,999−45.5% | Reduced |
| 3G Capital Partners LP | 30,000 | $8.13M | 2.10% | 00.0% | Unchanged |
| Bornite Capital Management LP | 30,000 | $8.13M | 3.63% | +30,000 | New |
| Executive Wealth Group LLC | 29,997 | $8.13M | 4.81% | +28+0.1% | Added |
| Lantz Financial LLC | 29,921 | $8.11M | 4.17% | −73−0.2% | Reduced |
| Windward Capital Management Co | 29,886 | $8.10M | 0.75% | +206+0.7% | Added |
| Hourglass Capital, LLC | 29,882 | $8.10M | 1.89% | −325−1.1% | Reduced |
| Mendel Money Management | 29,745 | $8.06M | 5.07% | −2,279−7.1% | Reduced |
| Red Door Wealth Management, LLC | 29,724 | $8.05M | 3.13% | +4,865+19.6% | Added |
| Frisch Financial Group, Inc. | 29,647 | $8.03M | 2.53% | +33+0.1% | Added |
| HBC Financial Services, PLLC | 28,945 | $8.02M | 5.42% | +151+0.5% | Added |
| Brandywine Oak Private Wealth LLC | 29,587 | $8.02M | 0.94% | +9,287+45.7% | Added |
| LCNB Corp | 29,517 | $8.00M | 4.02% | −105−0.4% | Reduced |
| Carlson Capital Management | 29,500 | $7.99M | 1.13% | −226−0.8% | Reduced |
| Signet Investment Advisory Group, Inc. | 29,489 | $7.99M | 5.15% | +1,680+6.0% | Added |
| McMahon Financial Advisors, LLC | 29,432 | $7.97M | 3.60% | −1,446−4.7% | Reduced |
| Exeter Financial, LLC | 28,715 | $7.97M | 4.62% | +654+2.3% | Added |
| Bogart Wealth, LLC | 29,412 | $7.97M | 0.87% | +3,788+14.8% | Added |
| Aperture Investors, LLC | 29,409 | $7.97M | 0.92% | +2,070+7.6% | Added |
| Harrington Investments, INC | 29,394 | $7.96M | 4.71% | +522+1.8% | Added |
| Personal Cfo Solutions, LLC | 29,369 | $7.96M | 1.63% | −771−2.6% | Reduced |
| Claro Advisors LLC | 29,362 | $7.95M | 3.58% | +879+3.1% | Added |
| F/M Investments LLC | 29,344 | $7.95M | 6.28% | −15,345−34.3% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 29,326 | $7.94M | 3.23% | +2,652+9.9% | Added |
| Stelac Advisory Services LLC | 29,320 | $7.94M | 1.81% | +22,785+348.7% | Added |
| Jefferies Group LLC | 29,291 | $7.93M | 0.14% | +25,644+703.2% | Added |
| Scott Investment Partners LLP | 29,200 | $7.91M | 5.56% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 28,449 | $7.91M | 0.38% | +7,030+32.8% | Added |
| Mandatum Life Insurance Co Ltd | 29,182 | $7.91M | 1.43% | +140+0.5% | Added |
| Trust Investment Advisors | 29,041 | $7.87M | 6.96% | −1,918−6.2% | Reduced |
| Summit X, LLC | 29,022 | $7.86M | 1.99% | +549+1.9% | Added |
| Boit C F David | 29,010 | $7.86M | 5.98% | +29,010 | New |
| Annandale Capital, LLC | 28,936 | $7.84M | 4.72% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 28,885 | $7.83M | 4.59% | −1,854−6.0% | Reduced |
| Corbenic Partners LLC | 28,832 | $7.81M | 2.05% | +1,719+6.3% | Added |
| Kavar Capital Partners Group, LLC | 28,817 | $7.81M | 1.88% | +625+2.2% | Added |
| RFG Advisory, LLC | 28,794 | $7.80M | 0.69% | +1,511+5.5% | Added |
| First Mercantile Trust Co | 28,713 | $7.78M | 0.92% | −2,805−8.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 28,709 | $7.78M | 3.15% | −2,080−6.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 28,707 | $7.78M | 1.89% | +1,357+5.0% | Added |
| Voya Financial Advisors, Inc. | 28,635 | $7.77M | 1.01% | −199,991−87.5% | Reduced |
| Windsor Group LTD | 28,685 | $7.77M | 1.68% | −93−0.3% | Reduced |
| Birch Capital Management, LLC | 28,646 | $7.76M | 5.27% | 00.0% | Unchanged |
| Wrapmanager Inc | 28,640 | $7.76M | 2.00% | +592+2.1% | Added |
| Perennial Investment Advisors, LLC | 28,641 | $7.76M | 2.83% | +2,171+8.2% | Added |
| Next Century Growth Investors LLC | 28,619 | $7.75M | 0.60% | −1,137−3.8% | Reduced |
| Beck Capital Management, LLC | 28,604 | $7.75M | 2.61% | −6,906−19.4% | Reduced |
| Walleye Trading LLC | 28,570 | $7.74M | 0.20% | −2,448−7.9% | Reduced |
| Meridian Investment Counsel Inc. | 28,548 | $7.73M | 2.73% | −100−0.3% | Reduced |
| Sheets Smith Wealth Management | 28,408 | $7.70M | 1.04% | −271−0.9% | Reduced |
| Founders Financial Alliance, LLC | 28,390 | $7.69M | 3.50% | +940+3.4% | Added |
| FWL Investment Management, LLC | 28,385 | $7.69M | 4.67% | +3,281+13.1% | Added |
| American Research & Management Co. | 28,330 | $7.67M | 1.75% | +70+0.2% | Added |
| Piscataqua Savings Bank | 28,307 | $7.67M | 6.56% | +23+0.1% | Added |
| Van Leeuwen & Company, LLC | 28,218 | $7.66M | 4.54% | +315+1.1% | Added |
| HBW Advisory Services LLC | 28,214 | $7.64M | 2.01% | +1,324+4.9% | Added |
| B & T Capital Management DBA Alpha Capital Management | 28,163 | $7.63M | 1.79% | −1,131−3.9% | Reduced |
| Lesa Sroufe & Co | 28,129 | $7.62M | 7.59% | −159−0.6% | Reduced |
| Winning Points Advisors, LLC | 28,110 | $7.62M | 5.71% | −2,000−6.6% | Reduced |
| Advisor OS, LLC | 28,121 | $7.62M | 1.58% | +1,733+6.6% | Added |
| Zeke Capital Advisors, LLC | 28,110 | $7.62M | 0.48% | +1,047+3.9% | Added |
| Liberty Capital Management, Inc. | 28,079 | $7.61M | 2.31% | −316−1.1% | Reduced |
| Capula Management Ltd | 28,033 | $7.59M | 1.38% | −12,901−31.5% | Reduced |
| M.D. Sass Investors Services, Inc. | 28,020 | $7.59M | 1.25% | +1,255+4.7% | Added |
| AAFMAA Wealth Management & Trust LLC | 27,944 | $7.57M | 3.47% | −5,999−17.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 27,847 | $7.54M | 1.77% | +3,034+12.2% | Added |
| Redwood Investments, LLC | 27,830 | $7.54M | 0.61% | −973−3.4% | Reduced |
| Family Legacy, Inc. | 26,332 | $7.54M | 3.36% | −1,547−5.5% | Reduced |
| Krilogy Financial LLC | 27,812 | $7.53M | 0.75% | +2,517+10.0% | Added |
| Ausdal Financial Partners, Inc. | 27,763 | $7.52M | 1.14% | −743−2.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 27,762 | $7.52M | 3.43% | +8,032+40.7% | Added |
| Nadler Financial Group, Inc. | 27,723 | $7.51M | 1.23% | −142−0.5% | Reduced |
| SOL Capital Management CO | 27,709 | $7.51M | 1.49% | −1,000−3.5% | Reduced |
| Evanson Asset Management, LLC | 27,635 | $7.49M | 0.78% | −1,048−3.7% | Reduced |
| Wealth Alliance | 27,585 | $7.47M | 1.76% | −843−3.0% | Reduced |
| FORA Capital, LLC | 27,580 | $7.47M | 1.39% | −11,328−29.1% | Reduced |
| Ascension Asset Management LLC | 27,538 | $7.46M | 4.88% | −400−1.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 27,473 | $7.44M | 1.81% | +231+0.8% | Added |