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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Stolper Co | 24,636 | $6.67M | 3.15% | +60+0.2% | Added |
| Peloton Wealth Strategists | 24,553 | $6.65M | 2.74% | +1,771+7.8% | Added |
| Ten Capital Wealth Advisors, LLC | 24,373 | $6.60M | 1.50% | +107+0.4% | Added |
| TBH Global Asset Management, LLC | 24,358 | $6.60M | 1.52% | +768+3.3% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 24,270 | $6.58M | 1.63% | −161−0.7% | Reduced |
| Valley Brook Capital Group | 24,256 | $6.57M | 6.26% | +552+2.3% | Added |
| Strategic Financial Services, Inc, | 24,218 | $6.56M | 0.52% | −689−2.8% | Reduced |
| Okabena Investment Services Inc | 24,221 | $6.56M | 3.09% | +5,416+28.8% | Added |
| Heritage Way Advisors, LLC | 24,209 | $6.56M | 2.70% | −2,375−8.9% | Reduced |
| Keeler Thomas Management LLC | 24,200 | $6.55M | 3.20% | +650+2.8% | Added |
| Sutton Wealth Advisors Inc. | 24,143 | $6.54M | 2.39% | +79+0.3% | Added |
| Kistler-Tiffany Companies, LLC | 24,129 | $6.54M | 1.51% | +274+1.1% | Added |
| Bouvel Investment Partners, LLC | 24,119 | $6.53M | 3.69% | +827+3.6% | Added |
| Guardian Investment Management | 24,115 | $6.53M | 4.47% | 00.0% | Unchanged |
| Paloma Partners Management Co | 24,077 | $6.52M | 0.17% | −56,314−70.1% | Reduced |
| Camden Capital, LLC | 24,073 | $6.52M | 1.51% | +3,458+16.8% | Added |
| Aft, Forsyth & Company, Inc. | 24,061 | $6.52M | 3.49% | +280+1.2% | Added |
| Versant Capital Management, Inc | 24,045 | $6.51M | 2.41% | −390−1.6% | Reduced |
| Exane Asset Management | 24,031 | $6.51M | 1.48% | +943+4.1% | Added |
| Parkside Financial Bank & Trust | 24,004 | $6.50M | 1.88% | −1,495−5.9% | Reduced |
| Stenahm Asset Managment Ltd | 24,000 | $6.50M | 3.99% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 23,955 | $6.49M | 2.06% | +4,829+25.2% | Added |
| Beaumont Asset Management, L.L.C. | 23,946 | $6.49M | 5.00% | +1,068+4.7% | Added |
| Madden Securities Corp | 23,931 | $6.48M | 3.39% | +1,519+6.8% | Added |
| Stableford Capital II LLC | 23,913 | $6.48M | 3.09% | +23+0.1% | Added |
| Financial Engines Advisors L.L.C. | 23,884 | $6.47M | 0.02% | −1,791−7.0% | Reduced |
| Institutional & Family Asset Management, LLC | 23,871 | $6.47M | 1.07% | +2,335+10.8% | Added |
| Banco BTG Pactual S.A. | 23,874 | $6.47M | 5.11% | +2,763+13.1% | Added |
| Kingfisher Capital LLC | 23,826 | $6.46M | 1.64% | +378+1.6% | Added |
| Quest Capital Management Inc | 23,778 | $6.44M | 1.28% | +1,070+4.7% | Added |
| Somerset Group LLC | 23,761 | $6.44M | 4.60% | +156+0.7% | Added |
| Castle Rock Wealth Management, LLC | 22,458 | $6.43M | 2.36% | +3,454+18.2% | Added |
| Mount Vernon Associates Inc | 23,737 | $6.43M | 5.89% | −443−1.8% | Reduced |
| CWS Financial Advisors, LLC | 23,684 | $6.42M | 2.56% | +298+1.3% | Added |
| BTG Pactual Global Asset Management Ltd | 23,667 | $6.41M | 2.86% | −408−1.7% | Reduced |
| Zevenbergen Capital Investments LLC | 23,642 | $6.41M | 0.11% | +249+1.1% | Added |
| Gryphon Financial Partners LLC | 27,029 | $6.40M | 1.51% | +1,258+4.9% | Added |
| Monument Capital Management | 23,588 | $6.39M | 2.21% | +19+0.1% | Added |
| Security Asset Management | 23,535 | $6.38M | 2.51% | −3,396−12.6% | Reduced |
| Heartland Bank & Trust Co | 23,513 | $6.37M | 5.86% | −2,341−9.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 23,506 | $6.37M | 1.16% | +2,264+10.7% | Added |
| WD Rutherford LLC | 23,448 | $6.35M | 3.53% | +50.0% | Added |
| Atlas Brown,Inc. | 23,433 | $6.35M | 2.74% | −251−1.1% | Reduced |
| Gateway Advisory, LLC | 23,413 | $6.34M | 1.35% | +249+1.1% | Added |
| Canal Capital Management, LLC | 23,405 | $6.34M | 1.83% | +884+3.9% | Added |
| New Potomac Partners, LLC | 23,400 | $6.34M | 4.31% | +360+1.6% | Added |
| Alcosta Capital Management, Inc. | 23,401 | $6.34M | 3.90% | +1,663+7.7% | Added |
| Cary Street Partners Asset Management LLC | 23,358 | $6.33M | 1.51% | −178,803−88.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 23,353 | $6.33M | 4.70% | +23,353 | New |
| Mathes Company, Inc. | 23,325 | $6.32M | 2.27% | −203−0.9% | Reduced |
| EagleClaw Capital Managment, LLC | 23,323 | $6.32M | 1.63% | −586−2.5% | Reduced |
| Financial Network Wealth Management LLC | 23,317 | $6.32M | 3.71% | −16−0.1% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 23,292 | $6.31M | 1.63% | −260−1.1% | Reduced |
| Cunning Capital Partners, LP | 23,275 | $6.30M | 3.38% | 00.0% | Unchanged |
| Private Harbour Investment Management & Counsel, LLC | 23,250 | $6.30M | 5.53% | −1,215−5.0% | Reduced |
| Emerald Advisers, LLC | 23,215 | $6.29M | 0.23% | −375−1.6% | Reduced |
| Surevest, LLC | 23,201 | $6.29M | 1.64% | +80.0% | Added |
| Essex Savings Bank | 25,157 | $6.28M | 2.43% | +500+2.0% | Added |
| Leisure Capital Management | 23,132 | $6.27M | 3.49% | +100+0.4% | Added |
| Lindbrook Capital, LLC | 23,095 | $6.26M | 1.40% | −1,706−6.9% | Reduced |
| FinTrust Capital Advisors, LLC | 23,063 | $6.25M | 1.65% | −152−0.7% | Reduced |
| RPg Family Wealth Advisory, LLC | 23,018 | $6.24M | 2.53% | +23,018 | New |
| First PREMIER Bank | 23,007 | $6.23M | 1.80% | +1,702+8.0% | Added |
| Berger Financial Group, Inc | 23,001 | $6.23M | 1.13% | +70+0.3% | Added |
| Cherry Creek Investment Advisors, Inc. | 22,919 | $6.21M | 4.08% | +22,919 | New |
| Klingman & Associates, LLC | 22,886 | $6.20M | 0.59% | +196+0.9% | Added |
| Wambolt & Associates, LLC | 22,815 | $6.20M | 2.63% | +4,300+23.2% | Added |
| Affiance Financial, LLC | 22,857 | $6.19M | 2.63% | −478−2.0% | Reduced |
| Fruth Investment Management | 22,859 | $6.19M | 1.85% | −135−0.6% | Reduced |
| Davis-Rea Ltd. | 22,858 | $6.19M | 3.07% | +102+0.4% | Added |
| Townsend Asset Management Corp | 22,853 | $6.19M | 3.43% | +164+0.7% | Added |
| CNB Bank | 22,829 | $6.18M | 3.87% | −144−0.6% | Reduced |
| Tempus Wealth Planning, LLC | 22,783 | $6.17M | 4.10% | +7,345+47.6% | Added |
| Parisi Gray Wealth Management | 22,780 | $6.17M | 2.26% | −258−1.1% | Reduced |
| Hengehold Capital Management LLC | 22,756 | $6.17M | 0.81% | +230+1.0% | Added |
| Souders Financial Advisors | 22,753 | $6.16M | 2.08% | +868+4.0% | Added |
| Telos Capital Management, Inc. | 22,724 | $6.16M | 0.81% | −282−1.2% | Reduced |
| Consolidated Investment Group LLC | 22,689 | $6.15M | 1.02% | +4,000+21.4% | Added |
| Rosenbaum Jay D. | 22,687 | $6.15M | 10.18% | −1,361−5.7% | Reduced |
| Cable Hill Partners, LLC | 22,687 | $6.15M | 1.46% | +2,045+9.9% | Added |
| Sterling Investment Advisors, Ltd. | 22,643 | $6.13M | 1.79% | +90.0% | Added |
| Gries Financial LLC | 21,402 | $6.13M | 1.97% | +23+0.1% | Added |
| Bank of Stockton | 22,629 | $6.13M | 1.85% | −755−3.2% | Reduced |
| Page Arthur B | 22,617 | $6.13M | 4.37% | −805−3.4% | Reduced |
| Bangor Savings Bank | 22,605 | $6.12M | 0.69% | −579−2.5% | Reduced |
| IMA Wealth, Inc. | 22,538 | $6.11M | 1.43% | −796−3.4% | Reduced |
| Insight Advisors, LLC | 21,414 | $6.10M | 1.91% | +391+1.9% | Added |
| United Fire Group Inc | 22,500 | $6.09M | 3.11% | +7,500+50.0% | Added |
| Keudell/Morrison Wealth Management | 22,486 | $6.09M | 3.33% | +1,069+5.0% | Added |
| GFG Capital, LLC | 22,449 | $6.08M | 1.83% | −22−0.1% | Reduced |
| Wharton Business Group, LLC | 22,422 | $6.07M | 0.47% | +1,514+7.2% | Added |
| Calton & Associates, Inc. | 22,381 | $6.07M | 1.15% | −2,406−9.7% | Reduced |
| Principal Street Partners, LLC | 22,381 | $6.06M | 1.60% | −778−3.4% | Reduced |
| BFT Financial Group, LLC | 22,322 | $6.05M | 1.21% | +2,851+14.6% | Added |
| Wealth Management Partners, LLC | 22,216 | $6.02M | 4.19% | +110.0% | Added |
| Sterling Investment Management, Inc. | 22,151 | $6.00M | 3.93% | −818−3.6% | Reduced |
| Axiom Investment Management LLC | 22,166 | $6.00M | 4.65% | −1,792−7.5% | Reduced |
| Compton Wealth Advisory Group, LLC | 22,129 | $6.00M | 2.80% | +59+0.3% | Added |
| HC Financial Advisors Inc | 22,091 | $5.98M | 3.49% | −802−3.5% | Reduced |
| Parkside Investments, LLC | 22,086 | $5.98M | 1.15% | +1,675+8.2% | Added |