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; 6,248 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 | 6,248 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Klingenstein Fields & Co LP | 265,268 | $71.9M | 2.97% | +1,030+0.4% | Added |
| Center Lake Capital Management, LLC | 265,000 | $71.8M | 10.32% | +40,000+17.8% | Added |
| Truxt Investmentos Ltda. | 264,900 | $71.8M | 4.77% | −131,000−33.1% | Reduced |
| Nwam LLC | 263,332 | $71.3M | 6.62% | −2,110−0.8% | Reduced |
| Spire Wealth Management | 262,705 | $71.3M | 1.93% | −49,410−15.8% | Reduced |
| Quest Investment Management LLC | 260,788 | $70.6M | 6.38% | −37,435−12.6% | Reduced |
| Pinnacle Financial Partners Inc | 260,725 | $70.6M | 2.86% | +3,383+1.3% | Added |
| Pinnacle Wealth Advisors | 260,725 | $70.6M | 2.86% | +260,725 | New |
| Systematic Alpha Investments, LLC | 245,482 | $70.3M | 3.19% | +50,772+26.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 259,493 | $70.3M | 3.91% | +2,465+1.0% | Added |
| Stratos Wealth Partners, LTD. | 259,166 | $70.2M | 1.75% | +393+0.2% | Added |
| Suncoast Equity Management | 259,012 | $70.2M | 9.16% | −406−0.2% | Reduced |
| Citadel Advisors LLC | 258,717 | $70.1M | 0.07% | −2,141,329−89.2% | Reduced |
| Northeast Investment Management | 258,587 | $70.1M | 3.77% | +2,068+0.8% | Added |
| Dana Investment Advisors, Inc. | 254,287 | $68.9M | 3.06% | −11,694−4.4% | Reduced |
| Roosevelt Investment Group LLC | 254,273 | $68.9M | 4.15% | +2,015+0.8% | Added |
| Tran Capital Management, L.P. | 253,666 | $68.7M | 5.67% | +1,249+0.5% | Added |
| Sawgrass Asset Management LLC | 252,364 | $68.4M | 5.91% | −16,712−6.2% | Reduced |
| Franklin Street Advisors Inc | 252,069 | $68.3M | 5.77% | +1,242+0.5% | Added |
| Oak Ridge Investments LLC | 251,311 | $68.1M | 5.95% | −4,686−1.8% | Reduced |
| Granite Investment Partners, LLC | 251,066 | $68.0M | 2.10% | −1,744−0.7% | Reduced |
| Ironvine Capital Partners, LLC | 250,400 | $67.8M | 7.43% | −20,575−7.6% | Reduced |
| Exencial Wealth Advisors, LLC | 250,324 | $67.8M | 3.67% | +14,084+6.0% | Added |
| Triple Frond Partners LLC | 250,050 | $67.7M | 7.35% | 00.0% | Unchanged |
| Hitchwood Capital Management LP | 250,000 | $67.7M | 2.29% | −200,000−44.4% | Reduced |
| Hudson Bay Capital Management LP | 250,000 | $67.7M | 0.85% | +250,000 | New |
| Sandy Spring Bank | 249,042 | $67.5M | 3.58% | −2,664−1.1% | Reduced |
| Tradewinds Capital Management, LLC | 247,412 | $67.0M | 12.28% | −427−0.2% | Reduced |
| Connectus Wealth, LLC | 246,157 | $66.7M | 7.49% | +611+0.2% | Added |
| Cooperman Leon G | 245,705 | $66.6M | 3.74% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 245,459 | $66.5M | 4.93% | −936−0.4% | Reduced |
| Argent Trust Co | 245,110 | $66.4M | 4.36% | +4,830+2.0% | Added |
| ZWJ Investment Counsel Inc | 244,624 | $66.3M | 3.83% | −6,503−2.6% | Reduced |
| Wedge Capital Management L L P | 244,430 | $66.2M | 0.81% | −33,416−12.0% | Reduced |
| Jag Capital Management, LLC | 244,018 | $66.1M | 5.19% | −698−0.3% | Reduced |
| Ardevora Asset Management LLP | 243,849 | $66.1M | 0.83% | +35,177+16.9% | Added |
| GFI Investment Counsel Ltd. | 242,661 | $65.7M | 9.03% | +1,307+0.5% | Added |
| Norris Perne & French LLP | 242,119 | $65.6M | 5.65% | −158−0.1% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 241,800 | $65.5M | 4.45% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 237,737 | $64.4M | 2.62% | −390.0% | Reduced |
| RMB Capital Management, LLC | 237,603 | $64.4M | 2.15% | +8,885+3.9% | Added |
| Greenleaf Trust | 237,020 | $64.2M | 0.80% | +4,361+1.9% | Added |
| Estabrook Capital Management | 236,685 | $64.1M | 9.74% | −18,165−7.1% | Reduced |
| Farmers & Merchants Investments Inc | 236,353 | $64.0M | 2.87% | −3,641−1.5% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 280,000 | $64.0M | 7.58% | 00.0% | Unchanged |
| Cigna Investments Inc | 235,354 | $63.8M | 4.57% | −35,277−13.0% | Reduced |
| General American Investors Co Inc | 235,000 | $63.7M | 5.33% | −10,000−4.1% | Reduced |
| O'Shares Investment Advisers, LLC | 234,826 | $63.6M | 4.49% | −16,237−6.5% | Reduced |
| Ancora Advisors, LLC | 234,784 | $63.6M | 1.67% | −4,482−1.9% | Reduced |
| Campbell Newman Asset Management Inc | 234,524 | $63.5M | 6.23% | −1,337−0.6% | Reduced |
| First National Trust Co | 234,458 | $63.5M | 3.86% | −1,667−0.7% | Reduced |
| Fullerton Fund Management Co Ltd. | 234,308 | $63.5M | 4.32% | +55,758+31.2% | Added |
| Ulysses Management LLC | 234,200 | $63.4M | 10.65% | −20,000−7.9% | Reduced |
| Smith, Salley & Associates | 234,162 | $63.4M | 5.13% | +7,724+3.4% | Added |
| Waters Parkerson & Co., LLC | 233,910 | $63.4M | 3.66% | −1,606−0.7% | Reduced |
| Alpha Cubed Investments, LLC | 233,046 | $63.1M | 4.56% | −2,598−1.1% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 232,710 | $63.0M | 4.87% | −6,565−2.7% | Reduced |
| Elite Wealth Management, Inc. | 229,961 | $62.3M | 27.35% | +32,609+16.5% | Added |
| Maple Capital Management, Inc. | 211,785 | $62.0M | 7.48% | +10,622+5.3% | Added |
| Cullinan Associates Inc | 228,714 | $62.0M | 3.47% | +22,353+10.8% | Added |
| Asset Advisors Investment Management, LLC | 228,337 | $61.9M | 6.84% | −3,540−1.5% | Reduced |
| Compass Capital Management, Inc | 227,822 | $61.7M | 4.72% | +1,170+0.5% | Added |
| Kanawha Capital Management LLC | 227,613 | $61.7M | 5.66% | −2,874−1.2% | Reduced |
| Calamos Wealth Management LLC | 226,826 | $61.4M | 4.79% | −437−0.2% | Reduced |
| Stock Yards Bank & Trust Co | 226,563 | $61.4M | 3.90% | −3,070−1.3% | Reduced |
| Philadelphia Trust Co | 226,200 | $61.3M | 4.22% | −1,840−0.8% | Reduced |
| Partners Capital Investment Group, LLP | 225,894 | $61.2M | 2.72% | −27,131−10.7% | Reduced |
| Sather Financial Group Inc | 225,396 | $61.1M | 6.41% | +3,438+1.5% | Added |
| Nichols & Pratt Advisers LLP | 225,157 | $61.0M | 4.59% | +1,381+0.6% | Added |
| Ycg, LLC | 223,716 | $60.6M | 6.03% | +17,877+8.7% | Added |
| Davidson Investment Advisors | 223,686 | $60.6M | 4.85% | −9,527−4.1% | Reduced |
| Cavalry Management Group, LLC | 222,372 | $60.2M | 6.95% | −57,511−20.5% | Reduced |
| Locust Wood Capital Advisers, LLC | 222,350 | $60.2M | 3.81% | −4,624−2.0% | Reduced |
| Wade G W & Inc | 221,921 | $60.1M | 2.89% | −3,592−1.6% | Reduced |
| Wesleyan Assurance Society | 221,100 | $59.9M | 7.51% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 218,924 | $59.3M | 5.09% | +33,391+18.0% | Added |
| Moors & Cabot, Inc. | 218,905 | $59.3M | 4.16% | +1,201+0.6% | Added |
| Silvant Capital Management LLC | 218,221 | $59.1M | 9.31% | −4,203−1.9% | Reduced |
| Cookson Peirce & Co Inc | 218,092 | $59.1M | 3.67% | +9,360+4.5% | Added |
| 3G Sahana Capital Management LP | 218,007 | $59.1M | 6.98% | +28,092+14.8% | Added |
| Kovitz Investment Group Partners, LLC | 217,511 | $58.9M | 1.17% | +58,738+37.0% | Added |
| Sigma Planning Corp | 217,462 | $58.9M | 1.77% | +24,941+13.0% | Added |
| Wetherby Asset Management Inc | 216,692 | $58.7M | 3.60% | +21,595+11.1% | Added |
| Azimuth Capital Management LLC | 216,316 | $58.6M | 2.53% | +2,956+1.4% | Added |
| Atmos Capital Gestao de Recursos Ltda. | 216,300 | $58.6M | 7.66% | −1,700−0.8% | Reduced |
| Illinois Municipal Retirement Fund | 216,271 | $58.6M | 2.38% | +14,342+7.1% | Added |
| South State Corp. | 216,235 | $58.6M | 5.05% | −5,305−2.4% | Reduced |
| Polaris Capital Management, LLC | 215,726 | $58.4M | 1.89% | +2,800+1.3% | Added |
| Welch Group, LLC | 215,489 | $58.4M | 3.98% | −3,429−1.6% | Reduced |
| Petrus Trust Company, LTA | 212,912 | $57.7M | 6.09% | −368−0.2% | Reduced |
| Sander Capital Advisors Inc | 212,845 | $57.7M | 25.87% | +884+0.4% | Added |
| IBM Retirement Fund | 212,409 | $57.5M | 4.51% | −42,549−16.7% | Reduced |
| Siemens Fonds Invest GmbH | 212,075 | $57.5M | 6.83% | −25,180−10.6% | Reduced |
| Kingsview Wealth Management, LLC | 211,173 | $57.3M | 2.83% | +14,076+7.1% | Added |
| First Long Island Investors, LLC | 211,106 | $57.2M | 4.90% | −28,423−11.9% | Reduced |
| Montag & Caldwell, LLC | 210,467 | $57.0M | 5.14% | +31,760+17.8% | Added |
| Investment House LLC | 210,147 | $56.9M | 4.00% | −2,035−1.0% | Reduced |
| TD Private Client Wealth LLC | 209,847 | $56.8M | 2.43% | −8,218−3.8% | Reduced |
| Taurus Asset Management, LLC | 209,447 | $56.7M | 5.92% | +2,205+1.1% | Added |
| NorthCoast Asset Management LLC | 208,636 | $56.5M | 2.02% | +7,288+3.6% | Added |