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; 6,247 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, Q1 2026
Institutional positions in Microsoft Corp as of Mar 31, 2026. 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
- 6,237
- +13 vs. Q4 2025
- Shares held
- 5.38B
- +709.1M (+15.2%) vs. Q4 2025
- Total value
- $1.99T
- −$266.2B (−11.8%) vs. Q4 2025
- New holders
- 231
- 3,259 more added
- Sold out
- 218
- 2,425 more reduced
105 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 | 6,247 | $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, Q1 2026
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Elequin Capital LP | 2 | $740 | 0.00% | −250,005−100.0% | Reduced |
| PEAK6 LLC | 3 | $1.03K | 0.00% | −98,608−100.0% | Reduced |
| Bard Associates Inc | 9 | $3.33K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $3.70K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 10 | $3.70K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 10 | $3.70K | 0.06% | +10 | New |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 14 | $5.18K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 15 | $5.55K | 0.72% | +15 | New |
| Fairway Wealth LLC | 23 | $8.51K | 0.00% | −66−74.2% | Reduced |
| Bernzott Capital Advisors | 30 | $11.1K | 0.01% | −40−57.1% | Reduced |
| Akuna Securities LLC | 35 | $13.0K | 0.01% | −97−73.5% | Reduced |
| Financially Speaking Inc | 36 | $13.3K | 0.06% | −8−18.2% | Reduced |
| Transce3nd, LLC | 43 | $15.9K | 0.14% | +5+13.2% | Added |
| Collier Financial | 43 | $15.9K | 0.01% | +43 | New |
| ROSS\JOHNSON & Associates LLC | 56 | $20.7K | 0.37% | −3−5.1% | Reduced |
| Ball & Co Wealth Management Inc. | 57 | $21.0K | 0.02% | +1+1.8% | Added |
| Insight Financial Services | 57 | $21.1K | 0.01% | +1+1.8% | Added |
| Park Square Financial Group, LLC | 65 | $24.1K | 0.18% | −65−50.0% | Reduced |
| Vanguard Advisers Inc | 67 | $24.8K | 0.00% | +67 | New |
| Timmons Wealth Management, LLC | 75 | $27.8K | 0.03% | 00.0% | Unchanged |
| Newton One Investments LLC | 75 | $27.9K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 80 | $29.7K | 0.02% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 85 | $31.5K | 0.05% | −32−27.4% | Reduced |
| Mizuho Securities Co. Ltd. | 90 | $33.3K | 0.43% | +75+500.0% | Added |
| Fiduciary Advisors, Inc. | 91 | $33.5K | 0.03% | 00.0% | Unchanged |
| Q Fund Management (Hong Kong) Ltd | 100 | $37.0K | 0.09% | +100 | New |
| Bitterroot Capital Advisors LLC | 100 | $37.0K | 0.02% | +100 | New |
| LM Advisors LLC | 14,003 | $37.8K | 0.76% | −3,017−17.7% | Reduced |
| DB Fitzpatrick & Co, Inc | 105 | $38.9K | 0.03% | +22+26.5% | Added |
| NorthAvenue LLC | 113 | $41.9K | 0.03% | −75−39.9% | Reduced |
| Blueline Advisors LLC | 115 | $42.6K | 0.03% | 00.0% | Unchanged |
| Frisco Financial Planning LLC | 132 | $48.9K | 0.04% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 134 | $49.8K | 0.02% | +65+94.2% | Added |
| Daytona Street Capital LLC | 139 | $51.8K | 0.04% | +36+35.0% | Added |
| Bayforest Capital Ltd | 149 | $55.2K | 0.06% | +87+140.3% | Added |
| McCarthy Grittinger Financial Group, LLC | 154 | $57.0K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 137 | $57.6K | 1.99% | −36−20.8% | Reduced |
| Bellevue Group AG | 172 | $63.7K | 0.00% | −1,110−86.6% | Reduced |
| Conquis Financial LLC | 162 | $67.4K | 0.06% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 183 | $67.7K | 0.03% | −14−7.1% | Reduced |
| Glynn Capital Management LLC | 190 | $70.3K | 0.03% | −101−34.7% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 191 | $70.7K | 0.07% | −67−26.0% | Reduced |
| J. Stern & Co. LLP | 200 | $74.0K | 0.01% | +200 | New |
| Atomic Invest LLC | 212 | $76.0K | 0.04% | +61+40.4% | Added |
| USA Financial Portformulas Corp | 225 | $83.3K | 0.02% | +16+7.7% | Added |
| Morgan Dempsey Capital Management LLC | 228 | $84.4K | 0.04% | 00.0% | Unchanged |
| Navigoe, LLC | 246 | $91.0K | 0.05% | −111−31.1% | Reduced |
| Nvest Wealth Strategies, Inc. | 259 | $96.0K | 0.07% | +3+1.2% | Added |
| Gleason Group, Inc. | 272 | $100.8K | 0.01% | 00.0% | Unchanged |
| Oakum Bay Capital LLC | 275 | $101.8K | 0.05% | +275 | New |
| Portfolio Resources Advisor Group, Inc. | 281 | $104.0K | 0.10% | −71−20.2% | Reduced |
| Quarry LP | 297 | $109.9K | 0.02% | −49−14.2% | Reduced |
| Evolution Advisers, Inc. | 326 | $120.0K | 0.05% | 00.0% | Unchanged |
| Imprint Wealth LLC | 325 | $120.3K | 0.55% | −178−35.4% | Reduced |
| Protective Life Corp | 349 | $129.2K | 0.43% | +349 | New |
| Stance Capital LLC | 352 | $130.5K | 0.06% | +352 | New |
| Strategic Advocates LLC | 367 | $135.9K | 0.60% | −10,606−96.7% | Reduced |
| Value Aligned Research Advisors, LLC | 374 | $138.4K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 377 | $139.6K | 0.40% | 00.0% | Unchanged |
| Bulwark Capital Corp | 394 | $145.8K | 0.09% | +227+135.9% | Added |
| HFM Investment Advisors, LLC | 398 | $147.5K | 0.06% | −160−28.7% | Reduced |
| Access Investment Management LLC | 410 | $151.8K | 0.04% | −49−10.7% | Reduced |
| Kings Path Partners LLC | 418 | $154.7K | 0.05% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 420 | $155.5K | 0.19% | +17+4.2% | Added |
| Midwest Capital Advisors, LLC | 422 | $156.3K | 0.07% | +60+16.6% | Added |
| Friedenthal Financial | 431 | $159.6K | 0.08% | +25+6.2% | Added |
| Ecofi Investissements SA | 450 | $166.5K | 0.30% | +50+12.5% | Added |
| Robinson Value Management, Ltd. | 450 | $166.6K | 0.09% | −230−33.8% | Reduced |
| Your Advocates Ltd., LLP | 486 | $180.0K | 0.05% | −28−5.4% | Reduced |
| Horizons Wealth Management | 488 | $180.6K | 0.12% | −53−9.8% | Reduced |
| IFG Advisory, LLC | 489 | $181.0K | 0.52% | −43,918−98.9% | Reduced |
| Team Financial Group, LLC | 494 | $182.9K | 0.08% | −82−14.2% | Reduced |
| WS Portfolio Advisory, LLC | 501 | $185.5K | 5.75% | +345+221.2% | Added |
| Retiremitten Financial LLC | 503 | $186.1K | 0.09% | +503 | New |
| Generations Wealth, LLC | 505 | $186.9K | 0.18% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 526 | $194.7K | 0.03% | 00.0% | Unchanged |
| RHL Group, LLC | 542 | $200.5K | 0.17% | −1,354−71.4% | Reduced |
| ETF Store, Inc. | 542 | $200.5K | 0.20% | +72+15.3% | Added |
| Chartist Inc | 543 | $201.0K | 0.15% | +1+0.2% | Added |
| Shearwater Capital LLC | 545 | $201.6K | 0.11% | +545 | New |
| Attessa Capital LLC | 545 | $201.6K | 0.11% | +34+6.7% | Added |
| Gagnon Securities LLC | 545 | $201.7K | 0.05% | +37+7.3% | Added |
| Patton Fund Management, Inc. | 549 | $203.2K | 0.03% | +58+11.8% | Added |
| Outfitter Financial LLC | 555 | $205.4K | 0.16% | −20−3.5% | Reduced |
| Sarver Vrooman Wealth Advisors | 557 | $206.2K | 0.13% | 00.0% | Unchanged |
| Topel & Distasi Wealth Management, LLC | 560 | $207.3K | 0.11% | −346−38.2% | Reduced |
| Roan Capital Partners | 562 | $208.0K | 0.19% | +562 | New |
| Summit Portfolio Management, LTD. | 562 | $208.0K | 0.13% | +562 | New |
| MJT & Associates Financial Advisory Group, Inc. | 563 | $208.1K | 0.15% | 00.0% | Unchanged |
| WJ Interests, LLC | 563 | $208.4K | 0.08% | 00.0% | Unchanged |
| Heffernan Advisory, Inc | 564 | $208.8K | 0.19% | 00.0% | Unchanged |
| Monument Group Wealth Advisors, LLC | 564 | $208.8K | 0.12% | −621−52.4% | Reduced |
| NewCorp Financial Services, Inc. | 564 | $208.8K | 0.18% | −6−1.1% | Reduced |
| Legacy Wealth Management, Inc | 565 | $209.1K | 0.01% | +30+5.6% | Added |
| Elkhorn Partners Limited Partnership | 565 | $209.1K | 0.13% | +565 | New |
| HC Advisors, LLC | 568 | $210.3K | 0.14% | −73−11.4% | Reduced |
| Liberty Atlantic Advisors LLC | 569 | $210.8K | 0.18% | −693−54.9% | Reduced |
| Evergreen Advisors, LLC | 571 | $211.4K | 0.05% | +49+9.4% | Added |
| Torren Management, LLC | 573 | $212.3K | 0.11% | −2,456−81.1% | Reduced |
| Vestment Financial LLC | 509 | $212.8K | 0.10% | 00.0% | Unchanged |