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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Miller Investment Management, LP | 19,694 | $5.33M | 0.93% | 00.0% | Unchanged |
| Bennicas & Associates, Inc. | 19,646 | $5.32M | 2.93% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 19,554 | $5.30M | 2.33% | −1,356−6.5% | Reduced |
| SlateStone Wealth, LLC | 19,528 | $5.29M | 1.21% | −367−1.8% | Reduced |
| Bluesphere Advisors, LLC | 19,486 | $5.28M | 4.67% | +746+4.0% | Added |
| Progeny 3, Inc. | 19,484 | $5.28M | 1.84% | +41+0.2% | Added |
| Wealth Advisors of Tampa Bay, LLC | 19,397 | $5.25M | 2.92% | +308+1.6% | Added |
| Creegan & Nassoura Financial Group, LLC | 19,384 | $5.25M | 4.49% | −300−1.5% | Reduced |
| Clarus Group, Inc. | 18,811 | $5.23M | 3.91% | −745−3.8% | Reduced |
| Peninsula Asset Management Inc | 19,298 | $5.23M | 2.73% | +354+1.9% | Added |
| Pure Financial Advisors, Inc. | 19,276 | $5.22M | 0.42% | +186+1.0% | Added |
| Montgomery Investment Management Inc | 19,265 | $5.22M | 1.94% | +580+3.1% | Added |
| RDA Financial Network | 19,256 | $5.22M | 2.30% | +72+0.4% | Added |
| Covenant Multifamily Offices, LLC | 19,241 | $5.21M | 0.95% | +5,313+38.1% | Added |
| Founders Financial Securities LLC | 19,218 | $5.21M | 1.03% | +549+2.9% | Added |
| Amitell Capital Pte Ltd | 19,212 | $5.21M | 3.21% | +5,052+35.7% | Added |
| Geneva Capital Management LLC | 19,155 | $5.19M | 0.08% | −87−0.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 19,156 | $5.19M | 2.28% | +472+2.5% | Added |
| Integrated Investment Consultants, LLC | 19,112 | $5.18M | 1.52% | +2,217+13.1% | Added |
| Amarillo National Bank | 19,001 | $5.15M | 1.48% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 18,999 | $5.15M | 1.16% | −831−4.2% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 18,960 | $5.14M | 3.54% | +16,560+690.0% | Added |
| First Command Bank | 18,955 | $5.13M | 0.58% | −386−2.0% | Reduced |
| First Command Financial Services, Inc. | 18,955 | $5.13M | 0.58% | −386−2.0% | Reduced |
| Tru Independence Asset Management 2, LLC | 18,929 | $5.13M | 3.50% | +3,616+23.6% | Added |
| GoalVest Advisory LLC | 18,906 | $5.12M | 3.18% | +3,175+20.2% | Added |
| Accredited Investors Inc. | 18,891 | $5.12M | 0.52% | −122−0.6% | Reduced |
| Cardan Capital Partners, LLC | 18,863 | $5.11M | 0.57% | +149+0.8% | Added |
| Security National Bank of Sioux City Iowa | 18,846 | $5.11M | 4.01% | −2,493−11.7% | Reduced |
| Crescent Grove Advisors, LLC | 18,817 | $5.10M | 0.54% | +2,897+18.2% | Added |
| StoneX Group Inc. | 18,813 | $5.10M | 0.76% | +941+5.3% | Added |
| Matisse Capital | 18,804 | $5.09M | 1.61% | −999−5.0% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 18,800 | $5.09M | 2.65% | −9,977−34.7% | Reduced |
| Harbor Financial Services, LLC | 18,778 | $5.09M | 2.14% | +679+3.8% | Added |
| First Financial Corp | 18,777 | $5.09M | 3.38% | +1,312+7.5% | Added |
| StrongBox Wealth, LLC | 18,772 | $5.08M | 2.91% | −515−2.7% | Reduced |
| LCM Capital Management Inc | 18,748 | $5.08M | 4.22% | −275−1.4% | Reduced |
| Northstar Advisory Group, LLC | 18,740 | $5.08M | 3.17% | +3,175+20.4% | Added |
| Baystate Wealth Management LLC | 18,729 | $5.07M | 0.50% | +277+1.5% | Added |
| United Bank | 18,701 | $5.07M | 3.41% | −615−3.2% | Reduced |
| Russell Clark Investment Management Ltd | 18,700 | $5.07M | 3.81% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 18,682 | $5.06M | 1.61% | −320−1.7% | Reduced |
| Cohen Investment Advisors LLC | 18,626 | $5.05M | 3.92% | −395−2.1% | Reduced |
| Lincluden Management Ltd | 18,622 | $5.04M | 0.48% | −2,467−11.7% | Reduced |
| Shilanski & Associates, Inc. | 18,599 | $5.04M | 2.40% | +398+2.2% | Added |
| Brandes Investment Partners, LP | 18,559 | $5.03M | 0.11% | +6,821+58.1% | Added |
| Teamwork Financial Advisors, LLC | 18,533 | $5.02M | 1.03% | +790+4.5% | Added |
| Leelyn Smith, LLC | 18,518 | $5.02M | 1.48% | −2,247−10.8% | Reduced |
| Reik & Co., LLC | 18,514 | $5.01M | 1.28% | +1,335+7.8% | Added |
| InTrack Investment Management Inc | 18,032 | $5.01M | 3.93% | −915−4.8% | Reduced |
| Boltwood Capital Management | 18,467 | $5.00M | 2.08% | −37−0.2% | Reduced |
| RB Capital Management, LLC | 18,452 | $5.00M | 1.93% | +1,706+10.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 18,448 | $5.00M | 1.66% | +456+2.5% | Added |
| Formidable Asset Management, LLC | 18,436 | $4.99M | 1.07% | −29,704−61.7% | Reduced |
| Summit Place Financial Advisors, LLC | 18,366 | $4.97M | 3.66% | −214−1.2% | Reduced |
| Tower View Investment Management & Research LLC | 18,363 | $4.97M | 2.52% | −93−0.5% | Reduced |
| Pinnacle Bancorp, Inc. | 18,332 | $4.97M | 2.27% | +326+1.8% | Added |
| Arete Wealth Advisors, LLC | 26,975 | $4.96M | 0.70% | +329+1.2% | Added |
| Marathon Capital Management | 18,281 | $4.95M | 1.15% | +140+0.8% | Added |
| Old Mission Investment Co LLC | 18,277 | $4.95M | 2.03% | +476+2.7% | Added |
| Pacifica Partners Inc. | 18,032 | $4.95M | 3.76% | +58+0.3% | Added |
| Bassett Hargrove Investment Counsel, LLC | 18,264 | $4.95M | 7.37% | +18,264 | New |
| Bradley Mark J. | 18,259 | $4.95M | 3.30% | −1,250−6.4% | Reduced |
| Patriot Investment Management Inc. | 18,223 | $4.94M | 0.46% | +338+1.9% | Added |
| Standard Family Office LLC | 18,219 | $4.94M | 1.02% | +650+3.7% | Added |
| Forte Capital LLC | 18,210 | $4.93M | 0.67% | +1,540+9.2% | Added |
| Abacus Planning Group, Inc. | 18,199 | $4.93M | 1.51% | −1,429−7.3% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 18,146 | $4.92M | 0.36% | +16,146+807.3% | Added |
| TRH Financial, LLC | 18,130 | $4.91M | 2.13% | +1,968+12.2% | Added |
| Geller Advisors LLC | 18,122 | $4.91M | 1.06% | −34−0.2% | Reduced |
| Private Capital Group, LLC | 18,120 | $4.91M | 1.12% | +91+0.5% | Added |
| Capstone Triton Financial Group, LLC | 18,119 | $4.91M | 3.02% | −330−1.8% | Reduced |
| Precept Management LLC | 18,000 | $4.88M | 4.97% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 17,985 | $4.87M | 1.94% | −957−5.1% | Reduced |
| IMS Capital Management | 17,976 | $4.87M | 2.87% | −410−2.2% | Reduced |
| Garrison Point Advisors, LLC | 17,972 | $4.87M | 3.51% | −146−0.8% | Reduced |
| Home Federal Bank of Tennessee | 17,970 | $4.87M | 1.76% | −485−2.6% | Reduced |
| FLC Capital Advisors | 17,853 | $4.84M | 1.42% | +141+0.8% | Added |
| L2 Asset Management, LLC | 17,734 | $4.80M | 4.49% | −1,091−5.8% | Reduced |
| Robbins Farley LLC | 17,695 | $4.79M | 5.41% | +1,656+10.3% | Added |
| Spouting Rock Asset Management, LLC | 17,678 | $4.79M | 1.47% | +455+2.6% | Added |
| Field & Main Bank | 17,655 | $4.78M | 3.06% | +720+4.3% | Added |
| Dohj, LLC | 17,632 | $4.78M | 2.51% | −1,087−5.8% | Reduced |
| Atticus Wealth Management, LLC | 17,629 | $4.78M | 2.08% | −892−4.8% | Reduced |
| Karpas Strategies, LLC | 17,623 | $4.77M | 1.69% | +12+0.1% | Added |
| Trust Co | 17,620 | $4.77M | 3.35% | +2,829+19.1% | Added |
| Pettee Investors, Inc. | 17,558 | $4.76M | 2.24% | −2,044−10.4% | Reduced |
| Chickasaw Capital Management LLC | 17,551 | $4.75M | 0.21% | +60+0.3% | Added |
| Pratt Collard Advisory Partners LLC | 17,537 | $4.75M | 3.17% | −276−1.5% | Reduced |
| HWG Holdings LP | 17,507 | $4.74M | 2.42% | −4,758−21.4% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 17,500 | $4.74M | 0.20% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 17,475 | $4.73M | 2.46% | −181−1.0% | Reduced |
| Accuvest Global Advisors | 17,411 | $4.72M | 2.37% | +1,751+11.2% | Added |
| Brookmont Capital Management | 17,388 | $4.71M | 2.85% | +28+0.2% | Added |
| Retirement Solution Inc. | 17,372 | $4.71M | 2.25% | +612+3.7% | Added |
| Pantheon Investment Group, LLC | 17,327 | $4.69M | 3.93% | −38−0.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 17,312 | $4.69M | 3.18% | +514+3.1% | Added |
| TrimTabs Asset Management, LLC | 17,678 | $4.68M | 2.39% | +1,635+10.2% | Added |
| Resonant Capital Advisors, LLC | 17,280 | $4.68M | 0.90% | +548+3.3% | Added |
| Arlington Partners LLC | 17,268 | $4.68M | 1.62% | +992+6.1% | Added |