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 |
|---|---|---|---|---|---|
| Unison Asset Management LLC | 13,541 | $3.67M | 3.20% | −10.0% | Reduced |
| Glynn Capital Management LLC | 13,536 | $3.67M | 0.34% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 13,480 | $3.65M | 2.05% | +3,740+38.4% | Added |
| REDW Wealth LLC | 13,462 | $3.65M | 1.15% | −406−2.9% | Reduced |
| New Jersey Better Educational Savings Trust | 13,464 | $3.65M | 7.29% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 13,460 | $3.65M | 0.55% | +370+2.8% | Added |
| Weaver Consulting Group | 13,448 | $3.64M | 2.05% | +76+0.6% | Added |
| Bridgecreek Investment Management, LLC | 13,433 | $3.64M | 0.53% | +108+0.8% | Added |
| Berkeley Capital Partners, LLC | 13,403 | $3.63M | 1.62% | −90−0.7% | Reduced |
| Bramshill Investments, LLC | 13,395 | $3.63M | 0.28% | −21−0.2% | Reduced |
| Archer Investment Corp | 13,371 | $3.62M | 1.43% | −407−3.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 13,356 | $3.62M | 2.22% | +1,017+8.2% | Added |
| KLK Capital Management LLC | 13,350 | $3.62M | 3.11% | +13,350 | New |
| A. D. Beadell Investment Counsel, Inc. | 13,340 | $3.61M | 2.28% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 13,318 | $3.61M | 1.66% | −69−0.5% | Reduced |
| Cascade Investment Advisors, Inc. | 13,283 | $3.60M | 2.27% | −726−5.2% | Reduced |
| Schulhoff & Co Inc | 13,284 | $3.60M | 1.59% | −490−3.6% | Reduced |
| Curated Wealth Partners LLC | 13,257 | $3.59M | 1.95% | −155−1.2% | Reduced |
| Cribstone Capital Management, LLC | 13,256 | $3.59M | 2.18% | +212+1.6% | Added |
| Orion Capital Management LLC | 13,235 | $3.58M | 2.23% | +40+0.3% | Added |
| CORDA Investment Management, LLC. | 13,230 | $3.58M | 0.31% | +339+2.6% | Added |
| Rational Advisors LLC | 13,187 | $3.57M | 0.42% | −142−1.1% | Reduced |
| Fusion Capital, LLC | 13,156 | $3.56M | 2.14% | +845+6.9% | Added |
| ICONIQ Capital, LLC | 13,152 | $3.56M | 0.02% | 00.0% | Unchanged |
| First Pacific Financial | 13,130 | $3.56M | 1.96% | +535+4.2% | Added |
| E&G Advisors, LP | 0 | $3.56M | 0.96% | −12,933−100.0% | Reduced |
| Austin Private Wealth, LLC | 13,122 | $3.56M | 0.82% | +595+4.7% | Added |
| First Business Financial Services, Inc. | 13,124 | $3.56M | 0.42% | +1,224+10.3% | Added |
| Private Portfolio Partners LLC | 13,095 | $3.55M | 1.03% | +1,451+12.5% | Added |
| Royal Harbor Partners, LLC | 13,077 | $3.54M | 2.36% | +469+3.7% | Added |
| Hubbell Strickland Wealth Management, LLC | 13,071 | $3.54M | 2.13% | −74−0.6% | Reduced |
| Jeppson Wealth Management, LLC | 13,034 | $3.53M | 1.93% | +50.0% | Added |
| Vivaldi Capital Management, LLC | 12,045 | $3.53M | 0.71% | −1,238−9.3% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 13,000 | $3.52M | 1.80% | −2,900−18.2% | Reduced |
| Paradigm Financial Advisors, LLC | 12,996 | $3.52M | 0.78% | −27−0.2% | Reduced |
| Peddock Capital Advisors, LLC | 12,357 | $3.52M | 1.23% | +189+1.6% | Added |
| Sage Mountain Advisors LLC | 12,989 | $3.52M | 0.58% | +2,904+28.8% | Added |
| Prentice Wealth Management LLC | 12,976 | $3.52M | 1.80% | +246+1.9% | Added |
| Proffitt & Goodson Inc | 12,971 | $3.51M | 0.64% | −199−1.5% | Reduced |
| Arbor Wealth Management, LLC | 12,973 | $3.51M | 0.87% | +1,604+14.1% | Added |
| TFC Financial Management | 12,969 | $3.51M | 1.20% | −217−1.6% | Reduced |
| St. Clair Advisors, LLC | 12,963 | $3.51M | 2.63% | +603+4.9% | Added |
| Menard Financial Group LLC | 12,949 | $3.51M | 3.32% | −410−3.1% | Reduced |
| Disciplined Investments, LLC | 12,939 | $3.50M | 1.80% | −20.0% | Reduced |
| Tectonic Advisors LLC | 12,920 | $3.50M | 0.72% | −1,026−7.4% | Reduced |
| Quad-Cities Investment Group, LLC | 12,907 | $3.50M | 2.38% | −270−2.0% | Reduced |
| Claraphi Advisory Network, LLC | 12,897 | $3.49M | 1.05% | −1,274−9.0% | Reduced |
| Clear Street Markets LLC | 12,885 | $3.49M | 0.74% | −7,015−35.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 12,860 | $3.48M | 0.36% | +138+1.1% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 12,862 | $3.48M | 0.95% | +3,095+31.7% | Added |
| Intercontinental Wealth Advisors, LLC | 12,856 | $3.48M | 0.69% | +1,703+15.3% | Added |
| BIT Capital GmbH | 12,780 | $3.46M | 0.20% | −5,026−28.2% | Reduced |
| Investors Research Corp | 12,768 | $3.46M | 1.20% | +50+0.4% | Added |
| Fma Advisory Inc | 12,744 | $3.45M | 1.28% | −420−3.2% | Reduced |
| Altman Advisors, Inc. | 11,948 | $3.44M | 1.95% | +553+4.9% | Added |
| Wealthquest Corp | 12,710 | $3.44M | 0.59% | +218+1.7% | Added |
| HHM Wealth Advisors, LLC | 12,692 | $3.44M | 0.93% | +395+3.2% | Added |
| Tributary Capital Management, LLC | 12,675 | $3.43M | 0.26% | −370−2.8% | Reduced |
| Magnolia Capital Advisors LLC | 12,657 | $3.43M | 1.52% | +12,657 | New |
| Stony Point Wealth Management Inc. | 12,592 | $3.41M | 2.21% | +80+0.6% | Added |
| Palumbo Wealth Management LLC | 12,579 | $3.41M | 2.29% | −16−0.1% | Reduced |
| New World Advisors LLC | 12,579 | $3.41M | 2.29% | +6,326+101.2% | Added |
| Gemmer Asset Management LLC | 12,525 | $3.39M | 0.47% | +184+1.5% | Added |
| Capital Advisors, Ltd. LLC | 12,513 | $3.39M | 0.61% | −60−0.5% | Reduced |
| Blue Square Asset Management, LLC | 12,503 | $3.39M | 2.08% | +626+5.3% | Added |
| WealthTrust Asset Management, LLC | 12,501 | $3.39M | 2.94% | +12,501 | New |
| Barr E S & Co | 12,494 | $3.38M | 0.24% | +973+8.4% | Added |
| Ifrah Financial Services, Inc. | 12,488 | $3.38M | 0.97% | −390−3.0% | Reduced |
| Cardinal Strategic Wealth Guidance | 12,445 | $3.37M | 1.77% | −224−1.8% | Reduced |
| Granger Management LLC | 12,444 | $3.37M | 0.68% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 12,438 | $3.37M | 2.74% | +543+4.6% | Added |
| McAdam, LLC | 11,741 | $3.36M | 0.38% | +7,249+161.4% | Added |
| Beirne Wealth Consulting Services, LLC | 12,414 | $3.36M | 1.85% | +493+4.1% | Added |
| ELCO Management Co., LLC | 12,355 | $3.35M | 2.48% | +1,024+9.0% | Added |
| Semmax Financial Advisors Inc. | 12,298 | $3.33M | 1.06% | +252+2.1% | Added |
| SkyView Investment Advisors, LLC | 14,041 | $3.31M | 1.54% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 12,218 | $3.31M | 1.21% | −8−0.1% | Reduced |
| Zhang Financial LLC | 12,196 | $3.30M | 0.81% | +1,129+10.2% | Added |
| LBMC Investment Advisors, LLC | 12,189 | $3.30M | 0.31% | +1,612+15.2% | Added |
| 17 Capital Partners, LLC | 12,168 | $3.30M | 3.06% | +12,168 | New |
| Front Street Capital Management, Inc. | 12,146 | $3.29M | 0.60% | −1,659−12.0% | Reduced |
| Bay Rivers Group | 12,141 | $3.29M | 2.33% | +40.0% | Added |
| Hudock, Inc. | 12,123 | $3.28M | 0.98% | +38+0.3% | Added |
| Zeit Capital LLC | 12,070 | $3.27M | 2.79% | −413−3.3% | Reduced |
| Gray Wealth Management Inc. | 12,042 | $3.26M | 1.88% | +461+4.0% | Added |
| Ridgecrest Wealth Partners, LLC | 12,040 | $3.26M | 2.04% | +3,250+37.0% | Added |
| First National Bank of Hutchinson | 12,027 | $3.26M | 1.69% | −1,386−10.3% | Reduced |
| Burt Wealth Advisors | 12,015 | $3.25M | 1.18% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 12,007 | $3.25M | 2.63% | +300+2.6% | Added |
| Junson Asset Management (Hong Kong) Ltd | 12,000 | $3.25M | 1.30% | −25,000−67.6% | Reduced |
| Phocas Financial Corp. | 11,925 | $3.23M | 0.41% | +2,355+24.6% | Added |
| Capital Financial Planning, LLC | 11,878 | $3.22M | 1.26% | +93+0.8% | Added |
| Lehman & Derafelo Financial Resources LLC | 11,847 | $3.21M | 0.88% | +47+0.4% | Added |
| Syntal Capital Partners, LLC | 11,849 | $3.21M | 1.13% | +6,146+107.8% | Added |
| Rockbridge Investment Management, LCC | 11,835 | $3.21M | 0.54% | −38−0.3% | Reduced |
| BCJ Capital Management, LLC | 11,828 | $3.20M | 0.34% | −4,975−29.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 11,810 | $3.20M | 1.16% | −379−3.1% | Reduced |
| Redwood Investment Management, LLC | 11,801 | $3.20M | 0.52% | −2,478−17.4% | Reduced |
| Covenant Partners, LLC | 11,802 | $3.20M | 1.21% | 00.0% | Unchanged |
| Arabesque Asset Management Ltd | 11,797 | $3.20M | 1.36% | +10,653+931.2% | Added |