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 |
|---|---|---|---|---|---|
| Vista Capital Partners, Inc. | 27,366 | $7.41M | 1.07% | +329+1.2% | Added |
| Costello Asset Management, INC | 27,356 | $7.41M | 4.86% | −363−1.3% | Reduced |
| Chatham Capital Group, Inc. | 27,281 | $7.39M | 1.43% | +175+0.6% | Added |
| Horizon Investment Services, LLC | 27,238 | $7.38M | 3.62% | −30−0.1% | Reduced |
| DCM Advisors, LLC | 27,216 | $7.37M | 4.18% | −5,712−17.3% | Reduced |
| Noesis Capital Mangement Corp | 26,236 | $7.37M | 1.51% | −180−0.7% | Reduced |
| State of Wyoming | 27,137 | $7.35M | 4.63% | +14,532+115.3% | Added |
| Herald Investment Management Ltd | 27,132 | $7.35M | 1.20% | 00.0% | Unchanged |
| JT Stratford LLC | 27,091 | $7.34M | 2.35% | +142+0.5% | Added |
| Intellectus Partners, LLC | 27,060 | $7.33M | 1.65% | −90.0% | Reduced |
| Continuum Advisory, LLC | 27,060 | $7.33M | 2.28% | +7,179+36.1% | Added |
| VeraBank, N.A. | 27,029 | $7.32M | 4.36% | +637+2.4% | Added |
| Handelsinvest Investeringsforvaltning | 27,003 | $7.32M | 0.81% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 27,000 | $7.31M | 2.04% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 25,224 | $7.31M | 4.02% | −125−0.5% | Reduced |
| Heron Bay Capital Management | 26,971 | $7.31M | 4.04% | +1,553+6.1% | Added |
| Aurora Investment Managers, LLC. | 26,960 | $7.30M | 7.29% | +590+2.2% | Added |
| Sonata Capital Group Inc | 26,960 | $7.30M | 3.32% | −4,079−13.1% | Reduced |
| Poehling Capital Management, LLC | 26,960 | $7.30M | 2.33% | −120−0.4% | Reduced |
| Fundsmith Investment Services Ltd. | 26,959 | $7.30M | 4.54% | +26,959 | New |
| Wolverine Trading, LLC | 26,872 | $7.29M | 0.20% | −157,197−85.4% | Reduced |
| Kercheville Advisors, LLC | 26,894 | $7.29M | 3.37% | +436+1.6% | Added |
| Slow Capital, Inc. | 26,876 | $7.28M | 1.38% | +2,686+11.1% | Added |
| Prestige Wealth Management Group LLC | 26,873 | $7.28M | 1.93% | −1,439−5.1% | Reduced |
| Gibraltar Capital Management, Inc. | 26,226 | $7.28M | 3.63% | +1,201+4.8% | Added |
| GFS Advisors, LLC | 26,850 | $7.27M | 1.64% | −4,932−15.5% | Reduced |
| Unified Trust Company, N.A. | 26,844 | $7.27M | 2.16% | +1,703+6.8% | Added |
| Probity Advisors, Inc. | 26,819 | $7.26M | 1.53% | −303−1.1% | Reduced |
| VisionPoint Advisory Group, LLC | 26,813 | $7.26M | 3.24% | +4,941+22.6% | Added |
| Lester Murray Antman dba SimplyRich | 26,782 | $7.25M | 3.33% | −37−0.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 26,771 | $7.25M | 4.77% | −95−0.4% | Reduced |
| Affinity Investment Advisors, LLC | 26,766 | $7.25M | 3.27% | −8,330−23.7% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 26,738 | $7.24M | 0.30% | −98−0.4% | Reduced |
| Platte River Wealth Advisors, LLC | 26,718 | $7.24M | 2.75% | −56−0.2% | Reduced |
| Barton Investment Management | 26,680 | $7.23M | 0.59% | 00.0% | Unchanged |
| Crewe Advisors LLC | 26,586 | $7.20M | 1.79% | +54+0.2% | Added |
| Ayrshire Capital Management LLC | 26,578 | $7.20M | 4.05% | +415+1.6% | Added |
| ARGI Investment Services, LLC | 26,574 | $7.20M | 0.24% | +886+3.4% | Added |
| Old Dominion Capital Management Inc | 26,551 | $7.19M | 1.54% | +382+1.5% | Added |
| Trinity Legacy Partners, LLC | 25,527 | $7.17M | 2.64% | +154+0.6% | Added |
| Mission Creek Capital Partners, Inc. | 26,386 | $7.15M | 1.15% | +461+1.8% | Added |
| Eqis Capital Management, Inc. | 26,326 | $7.13M | 0.53% | +1,229+4.9% | Added |
| Orleans Capital Management Corp | 26,319 | $7.13M | 4.57% | −590−2.2% | Reduced |
| SRN Advisors, LLC | 26,211 | $7.10M | 2.42% | −808−3.0% | Reduced |
| Eukles Asset Management | 26,183 | $7.09M | 3.93% | +2,415+10.2% | Added |
| Allegiant Private Advisors, LLC | 26,166 | $7.09M | 1.15% | +1,447+5.9% | Added |
| Beech Hill Advisors, Inc. | 26,147 | $7.08M | 2.88% | −1,046−3.8% | Reduced |
| Investment Partners, Ltd. | 26,111 | $7.07M | 3.23% | −356−1.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 26,096 | $7.07M | 4.73% | +33+0.1% | Added |
| NovaPoint Capital, LLC | 26,071 | $7.06M | 2.92% | +417+1.6% | Added |
| Morris Capital Advisors, LLC | 26,068 | $7.06M | 5.34% | −481−1.8% | Reduced |
| Geier Asset Management, Inc. | 26,052 | $7.06M | 4.93% | +223+0.9% | Added |
| Beta Wealth Group, Inc. | 26,036 | $7.05M | 4.91% | +693+2.7% | Added |
| Aspen Investment Management Inc | 25,998 | $7.04M | 3.68% | −1,301−4.8% | Reduced |
| Hollencrest Capital Management | 25,978 | $7.04M | 0.64% | −4,363−14.4% | Reduced |
| Madrona Financial Services, LLC | 25,967 | $7.03M | 3.61% | +1,006+4.0% | Added |
| Asset Management Corp | 25,964 | $7.03M | 4.56% | +3,456+15.4% | Added |
| Brooks, Moore & Associates, Inc. | 25,946 | $7.03M | 4.48% | −475−1.8% | Reduced |
| First Pacific Advisors, LP | 25,937 | $7.03M | 0.09% | −723−2.7% | Reduced |
| Tradition Wealth Management, LLC | 25,922 | $7.02M | 1.05% | +5,019+24.0% | Added |
| Strategic Wealth Partners, Ltd. | 25,898 | $7.02M | 2.29% | +10,613+69.4% | Added |
| Jackson Hole Capital Partners, LLC | 25,889 | $7.01M | 2.43% | −894−3.3% | Reduced |
| Clear Perspective Advisors, LLC | 25,822 | $7.00M | 2.43% | +2,899+12.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 25,774 | $6.98M | 0.02% | −1,365−5.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 25,757 | $6.98M | 0.46% | +461+1.8% | Added |
| Mirador Capital Partners LP | 25,748 | $6.97M | 1.58% | +1,375+5.6% | Added |
| Occidental Asset Management, LLC | 25,666 | $6.95M | 1.85% | +154+0.6% | Added |
| Thornburg Investment Management Inc | 25,546 | $6.92M | 0.08% | −3,076−10.7% | Reduced |
| Private Ocean, LLC | 25,462 | $6.90M | 0.90% | −806−3.1% | Reduced |
| Mizuho Securities USA LLC | 25,446 | $6.89M | 0.56% | +1,077+4.4% | Added |
| Congress Park Capital LLC | 25,429 | $6.89M | 3.45% | −288−1.1% | Reduced |
| Enterprise Financial Services Corp | 25,419 | $6.89M | 1.10% | +990+4.1% | Added |
| Senvest Management, LLC | 25,406 | $6.88M | 0.21% | −25,000−49.6% | Reduced |
| Biltmore Family Office, LLC | 25,345 | $6.87M | 1.95% | +151+0.6% | Added |
| Providence Wealth Advisors, LLC | 24,649 | $6.86M | 4.68% | −85−0.3% | Reduced |
| Applied Research Investments, LLC | 25,270 | $6.85M | 2.44% | 00.0% | Unchanged |
| Pacitti Group Inc. | – | $6.83M | 4.11% | – | – |
| Lorne Steinberg Wealth Management Inc. | 25,209 | $6.83M | 3.36% | +268+1.1% | Added |
| Ami Investment Management Inc | 25,191 | $6.82M | 2.77% | −145−0.6% | Reduced |
| Crescent Capital Consulting, LLC | 25,111 | $6.80M | 1.27% | −793−3.1% | Reduced |
| Optas, LLC | 25,084 | $6.79M | 1.94% | +305+1.2% | Added |
| Adirondack Trust Co | 25,080 | $6.79M | 3.43% | −66−0.3% | Reduced |
| Kingstown Capital Management L.P. | 25,000 | $6.77M | 4.05% | −5,000−16.7% | Reduced |
| Harbor Advisors LLC | 25,000 | $6.77M | 1.34% | 00.0% | Unchanged |
| Taal Capital Management LP | 25,000 | $6.77M | 5.96% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,000 | $6.77M | 2.93% | +5,000+25.0% | Added |
| Monetta Financial Services Inc | 25,000 | $6.77M | 5.22% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 24,998 | $6.77M | 0.16% | 00.0% | Unchanged |
| Bingham Osborn & Scarborough LLC | 24,960 | $6.76M | 0.48% | +819+3.4% | Added |
| Connolly Sarah T. | 24,933 | $6.75M | 5.52% | +155+0.6% | Added |
| Key Financial Inc | 23,694 | $6.75M | 3.77% | +432+1.9% | Added |
| Asio Capital, LLC | 24,914 | $6.75M | 2.38% | +535+2.2% | Added |
| Summit Trail Advisors, LLC | 24,830 | $6.73M | 0.59% | +1,050+4.4% | Added |
| Ayalon Holdings Ltd. | 24,743 | $6.72M | 2.24% | +7,620+44.5% | Added |
| Freed Investment Group | 24,760 | $6.71M | 5.21% | +985+4.1% | Added |
| Strategic Investment Advisors | 24,738 | $6.70M | 1.53% | +2,893+13.2% | Added |
| Cito Capital Group, LLC | 24,701 | $6.69M | 3.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 24,703 | $6.69M | 0.17% | +2,218+9.9% | Added |
| Bradley & Co. Private Wealth Management, LLC | 24,957 | $6.69M | 5.84% | +162+0.7% | Added |
| Mraz, Amerine & Associates, Inc. | 24,662 | $6.68M | 1.81% | −756−3.0% | Reduced |