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 |
|---|---|---|---|---|---|
| HM Capital Management, LLC | 22,056 | $5.97M | 2.62% | −2,005−8.3% | Reduced |
| MTM Investment Management, LLC | 22,045 | $5.97M | 3.12% | −198−0.9% | Reduced |
| DFPG Investments, LLC | 21,237 | $5.97M | 2.26% | +6,950+48.6% | Added |
| DeDora Capital, Inc. | 21,994 | $5.96M | 2.60% | −53−0.2% | Reduced |
| Manchester Capital Management LLC | 21,984 | $5.96M | 0.82% | −454−2.0% | Reduced |
| Financial Advisory Service, Inc. | 21,964 | $5.95M | 0.56% | +1,598+7.8% | Added |
| Dudley & Shanley, Inc. | 21,959 | $5.95M | 0.98% | −5,000−18.5% | Reduced |
| Van Den Berg Management I, Inc | 21,956 | $5.95M | 1.17% | −287−1.3% | Reduced |
| Golden State Wealth Management, LLC | 21,941 | $5.94M | 1.31% | +5,331+32.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 21,887 | $5.93M | 0.87% | +21,887 | New |
| Canton Hathaway, LLC | 21,870 | $5.92M | 1.73% | −107−0.5% | Reduced |
| Sunflower Bank, N.A. | 21,868 | $5.92M | 0.91% | +20+0.1% | Added |
| Brooktree Capital Management | 21,859 | $5.92M | 3.80% | +500+2.3% | Added |
| S.E.E.D. Planning Group LLC | 21,836 | $5.92M | 2.91% | +916+4.4% | Added |
| First Commonwealth Financial Corp | 21,781 | $5.90M | 2.07% | −410−1.8% | Reduced |
| Childress Capital Advisors, LLC | 21,783 | $5.90M | 2.68% | +1,338+6.5% | Added |
| Regency Capital Management Inc. | 21,779 | $5.90M | 4.46% | +6,840+45.8% | Added |
| Woodward Diversified Capital, LLC | 21,775 | $5.90M | 3.37% | −237−1.1% | Reduced |
| Hudson Value Partners, LLC | 21,730 | $5.89M | 3.25% | +153+0.7% | Added |
| Moseley Investment Management Inc | 21,713 | $5.88M | 2.90% | +1,420+7.0% | Added |
| Catalyst Capital Advisors LLC | 21,681 | $5.87M | 0.29% | −1,338−5.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 21,627 | $5.86M | 4.06% | +434+2.0% | Added |
| Eos Management, L.P. | 21,620 | $5.86M | 3.12% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 21,614 | $5.86M | 1.24% | +13,117+154.4% | Added |
| Phoenix Wealth Advisors | 20,983 | $5.83M | 4.20% | +233+1.1% | Added |
| Agur Provident & Training Funds Management Ltd | 136,200 | $5.82M | 18.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 21,488 | $5.82M | 4.25% | +21,488 | New |
| High Pines Wealth Management, LLC | 21,478 | $5.82M | 4.39% | −1,086−4.8% | Reduced |
| Prospector Partners LLC | 21,475 | $5.82M | 0.73% | +250+1.2% | Added |
| West Family Investments, Inc. | 21,456 | $5.81M | 1.62% | +21,456 | New |
| Palouse Capital Management, Inc. | 21,432 | $5.81M | 2.54% | −132−0.6% | Reduced |
| Banco de Sabadell, S.A | 21,415 | $5.80M | 3.86% | −212,146−90.8% | Reduced |
| Delta Investment Management, LLC | 21,407 | $5.80M | 1.72% | +31+0.1% | Added |
| Blue Edge Capital, LLC | 21,354 | $5.78M | 1.20% | −47−0.2% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 21,350 | $5.78M | 2.95% | +5,338+33.3% | Added |
| PNC Managed Account Solutions, Inc. | 21,319 | $5.78M | 1.15% | +21,319 | New |
| Charles Schwab Trust Co | 21,265 | $5.76M | 1.13% | +357+1.7% | Added |
| Centerpoint Advisors, LLC | 21,205 | $5.75M | 2.70% | +3,873+22.3% | Added |
| Sculati Wealth Management, LLC | 21,194 | $5.74M | 3.04% | −76−0.4% | Reduced |
| Breiter Capital Management Inc | 21,186 | $5.74M | 3.08% | +2,141+11.2% | Added |
| Diversified Investment Strategies, LLC | 21,172 | $5.74M | 4.25% | −254−1.2% | Reduced |
| Merit Financial Group, LLC | 21,165 | $5.73M | 0.54% | +1,834+9.5% | Added |
| Security National Bank of So Dak | 21,167 | $5.73M | 4.39% | +2,890+15.8% | Added |
| Kensington Investment Counsel, LLC | 21,141 | $5.73M | 3.93% | +549+2.7% | Added |
| Liberty Wealth Management LLC | 21,104 | $5.72M | 2.22% | −2,301−9.8% | Reduced |
| Lee Financial Co | 21,089 | $5.71M | 1.21% | −740−3.4% | Reduced |
| Brightworth | 21,008 | $5.69M | 0.49% | +2,537+13.7% | Added |
| Olstein Capital Management, L.P. | 21,000 | $5.69M | 0.72% | −2,000−8.7% | Reduced |
| Proem Advisors LLC | 21,000 | $5.69M | 4.46% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 20,992 | $5.69M | 4.39% | +516+2.5% | Added |
| Lakeview Capital Partners, LLC | 20,983 | $5.68M | 2.49% | −5,377−20.4% | Reduced |
| Capital Management Associates | 20,973 | $5.68M | 5.46% | −30−0.1% | Reduced |
| Financial Advisors, LLC | 20,951 | $5.68M | 1.99% | −76−0.4% | Reduced |
| Warther Private Wealth, LLC | 20,819 | $5.66M | 5.49% | +20,819 | New |
| Convergence Investment Partners, LLC | 20,867 | $5.65M | 2.43% | −937−4.3% | Reduced |
| MCF Advisors LLC | 20,859 | $5.65M | 0.58% | +289+1.4% | Added |
| Quattro Financial Advisors LLC | 20,046 | $5.62M | 1.50% | +5,046+33.6% | Added |
| Elgethun Capital Management | 20,702 | $5.61M | 1.93% | +33+0.2% | Added |
| S.A. Mason LLC | 20,668 | $5.60M | 3.85% | −495−2.3% | Reduced |
| Wealth Management Associates, Inc. | 20,622 | $5.59M | 3.17% | +1,601+8.4% | Added |
| RWM Asset Management, LLC | 20,602 | $5.58M | 1.07% | +4,237+25.9% | Added |
| SignalPoint Asset Management, LLC | 20,596 | $5.58M | 1.82% | +437+2.2% | Added |
| Adams Asset Advisors, LLC | 20,547 | $5.57M | 1.09% | −954−4.4% | Reduced |
| S. R. Schill & Associates | 20,548 | $5.57M | 2.20% | −34−0.2% | Reduced |
| Bordeaux Wealth Advisors LLC | 20,523 | $5.56M | 3.19% | +552+2.8% | Added |
| Jump Financial, LLC | 20,511 | $5.56M | 0.54% | −21,883−51.6% | Reduced |
| George Kaiser Family Foundation | 20,438 | $5.54M | 0.90% | −1,225−5.7% | Reduced |
| Bull Street Advisors, LLC | 20,375 | $5.52M | 2.95% | −1,626−7.4% | Reduced |
| Wittenberg Investment Management, Inc. | 20,373 | $5.52M | 2.22% | +1,900+10.3% | Added |
| Aviance Capital Partners, LLC | 20,269 | $5.49M | 0.96% | −76−0.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 20,258 | $5.49M | 1.06% | +516+2.6% | Added |
| Oak Harvest Investment Services | 20,250 | $5.49M | 1.81% | +1,792+9.7% | Added |
| Kerntke Otto McGlone Wealth Management Group | 20,226 | $5.48M | 2.19% | −631−3.0% | Reduced |
| Port Capital LLC | 20,216 | $5.48M | 0.29% | +24+0.1% | Added |
| R.P. Boggs & Co. | 20,213 | $5.48M | 3.44% | +1,564+8.4% | Added |
| Caas Capital Management LP | 20,200 | $5.47M | 0.29% | −47,678−70.2% | Reduced |
| Snider Financial Group | 19,373 | $5.44M | 2.56% | +19,373 | New |
| Baker Boyer National Bank | 21,127 | $5.43M | 2.75% | +21,127 | New |
| Cape Ann Savings Bank | 20,022 | $5.42M | 3.42% | +453+2.3% | Added |
| Graham Capital Management, L.P. | 20,000 | $5.42M | 0.29% | −100,000−83.3% | Reduced |
| Stamos Capital Partners, L.P. | 20,000 | $5.42M | 2.86% | −2,800−12.3% | Reduced |
| Barbara Oil Co. | 20,000 | $5.42M | 2.50% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 19,975 | $5.41M | 4.05% | −1,519−7.1% | Reduced |
| First United Bank Trust | 19,964 | $5.41M | 2.26% | −542−2.6% | Reduced |
| 55I, LLC | 19,940 | $5.40M | 0.19% | +10,252+105.8% | Added |
| Viridian Ria, LLC | 0 | $5.40M | 1.24% | 0 | Unchanged |
| WealthShield Partners, LLC | 19,885 | $5.39M | 0.84% | +2,953+17.4% | Added |
| DRW Securities, LLC | 19,874 | $5.38M | 0.72% | −25,303−56.0% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 19,868 | $5.38M | 1.61% | −1,350−6.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 19,868 | $5.38M | 2.18% | +951+5.0% | Added |
| GYL Financial Synergies, LLC | 19,844 | $5.38M | 2.78% | −221−1.1% | Reduced |
| TCG Advisory Services, LLC | 19,843 | $5.38M | 1.45% | −1,726−8.0% | Reduced |
| Argus Investors' Counsel, Inc. | 19,792 | $5.36M | 2.18% | −2,446−11.0% | Reduced |
| Capital One Financial Corp | 19,786 | $5.36M | 0.65% | +42+0.2% | Added |
| AllGen Financial Advisors, Inc. | 19,755 | $5.35M | 4.11% | +2,370+13.6% | Added |
| Beacon Financial Group | 19,134 | $5.34M | 0.76% | −418−2.1% | Reduced |
| KWMG, LLC | 19,257 | $5.34M | 0.80% | +117+0.6% | Added |
| Octavia Wealth Advisors, LLC | 19,719 | $5.34M | 1.41% | +931+5.0% | Added |
| Cottage Street Advisors LLC | 19,715 | $5.34M | 3.17% | −359−1.8% | Reduced |
| WC Walker & Associates, Inc. | 19,229 | $5.34M | 2.80% | +677+3.6% | Added |