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 |
|---|---|---|---|---|---|
| Laffer Tengler Investments | 15,318 | $4.15M | 1.56% | −5,086−24.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 15,269 | $4.14M | 2.01% | −247−1.6% | Reduced |
| Domani Wealth, LLC | 15,250 | $4.13M | 0.83% | −3,491−18.6% | Reduced |
| Freedom Day Solutions, LLC | 15,236 | $4.13M | 1.97% | −786−4.9% | Reduced |
| Allegheny Financial Group LTD | 15,220 | $4.12M | 1.87% | +952+6.7% | Added |
| Summit Financial, LLC | 15,213 | $4.12M | 0.41% | +13,322+704.5% | Added |
| Mountain Capital Investment Advisors, Inc | 14,824 | $4.11M | 1.90% | −318−2.1% | Reduced |
| Foster Group, Inc. | 15,182 | $4.11M | 0.47% | +59+0.4% | Added |
| Dempze Nancy E | 15,145 | $4.10M | 3.46% | −1,316−8.0% | Reduced |
| Independence Bank of Kentucky | 15,122 | $4.10M | 1.82% | +805+5.6% | Added |
| Game Creek Capital, LP | 15,125 | $4.10M | 2.21% | +4,600+43.7% | Added |
| Sage Rhino Capital LLC | 15,098 | $4.09M | 1.21% | +1,163+8.3% | Added |
| AGF Investments LLC | 15,092 | $4.09M | 0.42% | −299−1.9% | Reduced |
| Financial Management Network Inc | 14,696 | $4.08M | 2.08% | −251−1.7% | Reduced |
| Aberdeen Wealth Management LLC | 15,049 | $4.08M | 3.76% | −39−0.3% | Reduced |
| Prospect Capital Advisors, LLC | 15,000 | $4.06M | 1.51% | −10,575−41.3% | Reduced |
| Balentine LLC | 14,988 | $4.06M | 0.16% | −4,413−22.7% | Reduced |
| Acorn Wealth Advisors, LLC | 14,957 | $4.05M | 2.80% | −70.0% | Reduced |
| LifeSteps Financial, Inc. | 14,951 | $4.05M | 3.11% | +879+6.2% | Added |
| Community Capital Management, Inc. | 14,900 | $4.04M | 4.09% | −1,100−6.9% | Reduced |
| Meridian Financial Partners LLC | 14,422 | $4.03M | 2.75% | +404+2.9% | Added |
| Teza Capital Management LLC | 14,865 | $4.03M | 0.65% | −8,513−36.4% | Reduced |
| Connecticut Wealth Management, LLC | 14,842 | $4.02M | 0.35% | −5,654−27.6% | Reduced |
| Main Street Financial Solutions, LLC | 14,841 | $4.02M | 0.65% | +933+6.7% | Added |
| David Loasby | 14,810 | $4.01M | 0.52% | +975+7.0% | Added |
| Argent Advisors, Inc. | 14,800 | $4.01M | 2.44% | +275+1.9% | Added |
| WT Wealth Management | 14,780 | $4.00M | 1.62% | +997+7.2% | Added |
| Truadvice, LLC | 13,957 | $4.00M | 0.87% | +3,163+29.3% | Added |
| Cypress Wealth Services, LLC | 14,750 | $4.00M | 1.09% | −13,878−48.5% | Reduced |
| Garrison Bradford & Associates Inc | 14,742 | $3.99M | 4.15% | +442+3.1% | Added |
| Bennett Selby Investments LP | 14,734 | $3.99M | 2.70% | +864+6.2% | Added |
| Apriem Advisors | 14,707 | $3.98M | 0.59% | +540+3.8% | Added |
| Stanley Capital Management, LLC | 14,695 | $3.98M | 1.51% | −800−5.2% | Reduced |
| Hayden Royal, LLC | 14,690 | $3.98M | 2.19% | +387+2.7% | Added |
| LexAurum Advisors, LLC | 14,679 | $3.98M | 1.18% | +2,444+20.0% | Added |
| Invst, LLC | 14,162 | $3.98M | 0.65% | −110−0.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 14,657 | $3.97M | 1.63% | +216+1.5% | Added |
| ICW Investment Advisors LLC | 14,653 | $3.97M | 2.59% | −221−1.5% | Reduced |
| Global Financial Private Client, LLC | 14,563 | $3.96M | 2.21% | +1,201+9.0% | Added |
| Bender Robert & Associates | 14,581 | $3.95M | 1.12% | +1,811+14.2% | Added |
| Northeast Financial Group, Inc. | 14,580 | $3.95M | 2.58% | −760−5.0% | Reduced |
| Acropolis Investment Management, LLC | 14,504 | $3.93M | 0.38% | +332+2.3% | Added |
| Ardsley Advisory Partners LP | 14,500 | $3.93M | 0.66% | −60,500−80.7% | Reduced |
| Heritage Wealth Management, LLC | 14,497 | $3.93M | 1.49% | +489+3.5% | Added |
| Prudent Man Advisors, LLC | 14,480 | $3.92M | 1.51% | +127+0.9% | Added |
| Sanders Morris Harris LLC | 14,243 | $3.92M | 0.76% | +100+0.7% | Added |
| UMA Financial Services, Inc. | 13,676 | $3.91M | 1.12% | +26+0.2% | Added |
| Bond & Devick Financial Network, Inc. | 14,440 | $3.91M | 3.23% | −50−0.3% | Reduced |
| Ellsworth Advisors, LLC | 14,438 | $3.91M | 1.91% | +11,974+486.0% | Added |
| Monte Financial Group, LLC | 14,423 | $3.91M | 2.23% | −394−2.7% | Reduced |
| Pflug Koory, LLC | 14,419 | $3.91M | 2.05% | +215+1.5% | Added |
| BSW Wealth Partners | 14,417 | $3.91M | 1.07% | +1,516+11.8% | Added |
| Coastal Bridge Advisors, LLC | 14,377 | $3.90M | 0.80% | +2,241+18.5% | Added |
| Element Pointe Advisors, LLC | 13,827 | $3.89M | 1.18% | +2,605+23.2% | Added |
| JSF Financial, LLC | 14,335 | $3.88M | 2.29% | +744+5.5% | Added |
| Deseret Mutual Benefit Administrators | 14,334 | $3.88M | 0.94% | +14,334 | New |
| Mountain Pacific Investment Advisers Inc | 14,319 | $3.88M | 0.24% | −614−4.1% | Reduced |
| Magnus Financial Group LLC | 14,314 | $3.88M | 0.85% | +435+3.1% | Added |
| Wunderlich Capital Managemnt | 4,416 | $3.86M | 1.96% | −13,264−75.0% | Reduced |
| Corsicana & Co. | 14,258 | $3.86M | 2.44% | +14,258 | New |
| Cim, LLC | 13,319 | $3.85M | 0.63% | +578+4.5% | Added |
| Capstone Financial Advisors, Inc. | 14,199 | $3.85M | 0.30% | +251+1.8% | Added |
| Walleye Capital LLC | 14,194 | $3.85M | 0.14% | +14,194 | New |
| Copeland Capital Management, LLC | 14,177 | $3.84M | 0.12% | −215−1.5% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 14,173 | $3.84M | 2.41% | −165−1.2% | Reduced |
| McLean Asset Management Corp | 13,657 | $3.83M | 1.71% | +110+0.8% | Added |
| Bigelow Investment Advisors, LLC | 14,134 | $3.83M | 1.86% | +35+0.2% | Added |
| Wealth Architects, LLC | 14,127 | $3.83M | 0.75% | +511+3.8% | Added |
| Signature Wealth Management Group | 14,105 | $3.82M | 2.13% | +651+4.8% | Added |
| Modus Advisors, LLC | 14,092 | $3.82M | 1.61% | +397+2.9% | Added |
| American State Bank (Iowa) | 14,082 | $3.81M | 2.98% | −183−1.3% | Reduced |
| Retirement Capital Strategies | 14,060 | $3.81M | 1.45% | −80−0.6% | Reduced |
| New England Research & Management, Inc. | 14,050 | $3.81M | 1.97% | 00.0% | Unchanged |
| Algert Global LLC | 14,047 | $3.81M | 1.28% | +83+0.6% | Added |
| United Services Automobile Association | 14,011 | $3.80M | 0.07% | −7,382−34.5% | Reduced |
| Cornerstone Investment Partners, LLC | 14,008 | $3.79M | 0.20% | 00.0% | Unchanged |
| Hemington Wealth Management | 13,934 | $3.77M | 1.61% | −434−3.0% | Reduced |
| Norway Savings Bank | 13,927 | $3.77M | 1.84% | +390+2.9% | Added |
| Wealth Advisory Solutions, LLC | 13,909 | $3.77M | 0.89% | −29,872−68.2% | Reduced |
| HMS Capital Management, LLC | 13,900 | $3.77M | 1.70% | +2,496+21.9% | Added |
| Perpetual Investment Management Ltd | 13,885 | $3.76M | 0.53% | −3,265−19.0% | Reduced |
| Veracity Capital LLC | 13,823 | $3.75M | 0.88% | −1,130−7.6% | Reduced |
| Silver Lake Advisory, LLC | 13,040 | $3.74M | 1.79% | −30−0.2% | Reduced |
| Brendel Financial Advisors LLC | 13,790 | $3.74M | 2.06% | −71−0.5% | Reduced |
| Cox Capital Mgt LLC | 13,786 | $3.73M | 2.50% | +571+4.3% | Added |
| Nicholas Investment Partners, LP | 13,759 | $3.73M | 0.23% | +7,057+105.3% | Added |
| Aurora Private Wealth, Inc. | 13,748 | $3.72M | 1.49% | +1,389+11.2% | Added |
| South Shore Capital Advisors | 13,724 | $3.72M | 6.69% | −9,630−41.2% | Reduced |
| Clean Yield Group | 13,666 | $3.70M | 1.37% | +163+1.2% | Added |
| Jordan Park Group LLC | 13,664 | $3.70M | 0.21% | +5,969+77.6% | Added |
| Breakline Capital LLC | 13,662 | $3.70M | 7.49% | −18,278−57.2% | Reduced |
| Norris Financial Group, LLC | 13,659 | $3.70M | 2.49% | −43−0.3% | Reduced |
| WNY Asset Management, LLC | 13,641 | $3.70M | 1.32% | +232+1.7% | Added |
| Todd Asset Management LLC | 13,633 | $3.69M | 0.08% | −190−1.4% | Reduced |
| PDS Planning, Inc | 13,628 | $3.69M | 0.90% | +2,156+18.8% | Added |
| XML Financial, LLC | 13,622 | $3.69M | 0.81% | +227+1.7% | Added |
| Summit Asset Management, LLC | 13,616 | $3.69M | 1.16% | +107+0.8% | Added |
| Strategic Wealth Designers | 13,614 | $3.69M | 1.31% | +3,565+35.5% | Added |
| DAGCO, Inc. | 13,594 | $3.68M | 1.64% | −184−1.3% | Reduced |
| Game Plan Financial Advisors, LLC | 13,563 | $3.67M | 2.19% | +1,179+9.5% | Added |