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, 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 | 6,248 | $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, 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 |
|---|---|---|---|---|---|
| Axim Planning & Wealth | 2,497 | $924.3K | 1.13% | +814+48.4% | Added |
| Wealth Management Strategies, Inc. | 2,498 | $924.8K | 0.42% | −19−0.8% | Reduced |
| Fortune 45 LLC | 2,499 | $925.1K | 0.45% | −721−22.4% | Reduced |
| Provident Wealth Management, LLC | 2,508 | $928.4K | 0.28% | 00.0% | Unchanged |
| Stembrook Asset Management, LLC | 2,510 | $929.1K | 0.91% | 00.0% | Unchanged |
| Serenus Wealth Advisors, LLC | 2,511 | $929.6K | 0.19% | −77−3.0% | Reduced |
| Grey Fox Wealth Advisors, LLC | 2,518 | $932.1K | 0.18% | +500+24.8% | Added |
| Ceera Investments, LLC | 2,520 | $932.8K | 0.41% | +176+7.5% | Added |
| Investment Counsel Co of Nevada | 2,524 | $934.4K | 2.10% | +1,001+65.7% | Added |
| Greenland Capital Management LP | 2,525 | $934.7K | 0.19% | −725−22.3% | Reduced |
| Safe Harbor Family Capital, LLC | 2,527 | $935.4K | 0.73% | −35−1.4% | Reduced |
| Axecap Investments, LLC | 2,528 | $935.9K | 0.64% | −14,766−85.4% | Reduced |
| Hopwood Nicholas Hunter | 2,528 | $936.0K | 0.30% | −571−18.4% | Reduced |
| Reliant Investment Management, LLC | 2,530 | $936.5K | 0.45% | −36−1.4% | Reduced |
| WealthCare Asset Management, LLC | 2,536 | $938.8K | 1.00% | +111+4.6% | Added |
| Cannon Financial Strategists, Inc. | 2,537 | $939.1K | 0.12% | +129+5.4% | Added |
| Capstone Wealth Management, LLC | 2,539 | $939.8K | 0.66% | +27+1.1% | Added |
| Carmel Capital Management L.L.C. | 2,539 | $939.9K | 0.27% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 2,544 | $941.8K | 0.32% | −6−0.2% | Reduced |
| DORVAL Corp | 2,549 | $943.4K | 0.29% | +62+2.5% | Added |
| Meredith Wealth Planning | 2,550 | $944.0K | 0.26% | +179+7.5% | Added |
| Winslow Asset Management Inc | 2,551 | $944.0K | 0.18% | 00.0% | Unchanged |
| Sensible Money, LLC | 2,552 | $944.7K | 0.29% | −6−0.2% | Reduced |
| Boulder Wealth Advisors, LLC | 2,552 | $944.8K | 0.38% | −146−5.4% | Reduced |
| Chris Bulman Inc | 2,559 | $947.4K | 0.41% | −141−5.2% | Reduced |
| Wealth Group Ltd | 2,569 | $950.8K | 0.22% | −16−0.6% | Reduced |
| Johnson Wealth Management, LLC | 2,569 | $950.8K | 0.46% | −529−17.1% | Reduced |
| FORM Wealth Advisors, LLC | 2,575 | $953.0K | 0.11% | −32−1.2% | Reduced |
| Daviman Financial, LLC | 2,575 | $953.3K | 0.56% | +285+12.4% | Added |
| O'Connor Financial Group LLC | 2,581 | $955.4K | 0.39% | −2−0.1% | Reduced |
| McMill Wealth Management | 2,582 | $955.8K | 0.25% | +278+12.1% | Added |
| Kerr Financial Planning Corp | 2,237 | $956.8K | 1.18% | +48+2.2% | Added |
| Rubicon Advisors, GP | 2,586 | $957.3K | 0.83% | +25+1.0% | Added |
| marrick wealth, LLC | 2,591 | $959.0K | 0.81% | +11+0.4% | Added |
| Kure Advisory, LLC | 2,591 | $959.2K | 0.52% | +151+6.2% | Added |
| United Capital Management of KS, Inc. | 2,593 | $960.0K | 0.15% | −23,018−89.9% | Reduced |
| APCM Wealth Management for Individuals | 2,598 | $961.7K | 0.12% | −220−7.8% | Reduced |
| Laurion Capital Management LP | 2,600 | $962.4K | 0.09% | −99,400−97.5% | Reduced |
| Glaxis Capital Management, LLC | 2,600 | $962.4K | 1.20% | 00.0% | Unchanged |
| Sassicaia Capital Advisers LLC | 2,600 | $962.4K | 1.08% | +600+30.0% | Added |
| Belleair Asset Management, LLC | 2,601 | $962.8K | 0.88% | −5−0.2% | Reduced |
| Alterna Wealth Management, Inc | 2,601 | $962.9K | 0.73% | +698+36.7% | Added |
| Carroll Advisory Group, LLC | 2,605 | $964.2K | 0.37% | −841−24.4% | Reduced |
| Plotkin Financial Advisors, LLC | 2,607 | $965.0K | 0.48% | +482+22.7% | Added |
| Weil Company, Inc. | 2,615 | $967.9K | 0.22% | −651−19.9% | Reduced |
| TSA Wealth Managment LLC | 2,621 | $970.2K | 0.31% | −44−1.7% | Reduced |
| Partners in Financial Planning | 2,623 | $970.8K | 0.16% | +30+1.2% | Added |
| Miller Financial Services LLC | 2,623 | $970.9K | 1.08% | +295+12.7% | Added |
| SWS Partners | 2,625 | $971.7K | 0.24% | −25−0.9% | Reduced |
| Alternative Investment Advisors, LLC. | 2,625 | $972.8K | 0.43% | +77+3.0% | Added |
| Carl Stuart Investment Advisor, Inc | 2,632 | $974.1K | 0.43% | +1,035+64.8% | Added |
| GuidedMoney, LLC | 2,632 | $974.3K | 0.51% | −84−3.1% | Reduced |
| Dean Investment Associates, LLC | 2,633 | $974.7K | 0.14% | −106−3.9% | Reduced |
| Bennett Associates Wealth Management | 2,634 | $975.0K | 0.66% | +11+0.4% | Added |
| Melfa Wealth Management, LLC | 2,637 | $976.2K | 0.56% | +14+0.5% | Added |
| Main Line Retirement Advisors, LLC | 2,639 | $976.7K | 0.49% | −139−5.0% | Reduced |
| Trellis Wealth Advisors LLC | 2,642 | $978.2K | 0.37% | +327+14.1% | Added |
| Constant Guidance Financial LLC | 2,643 | $978.3K | 0.68% | −4,240−61.6% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,643 | $978.3K | 0.20% | −69−2.5% | Reduced |
| Wealth Advisors Northwest LLC | 2,644 | $978.9K | 0.41% | −179−6.3% | Reduced |
| Cushing Capital Partners, LLC | 2,646 | $979.3K | 0.75% | −120−4.3% | Reduced |
| Stone Wealth Partners | 2,647 | $979.8K | 0.88% | +512+24.0% | Added |
| Hiley Hunt Wealth Management | 2,648 | $980.4K | 0.43% | −15−0.6% | Reduced |
| Harbor Group, Inc. | 2,653 | $982.0K | 0.14% | +203+8.3% | Added |
| Lauterbach Financial Advisors, LLC | 2,655 | $982.9K | 0.48% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 2,659 | $984.3K | 0.03% | −525−16.5% | Reduced |
| Moneywise, Inc. | 2,659 | $984.3K | 0.43% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 2,742 | $984.3K | 0.31% | +12+0.4% | Added |
| BLVD Private Wealth, LLC | 2,660 | $984.7K | 0.86% | −426−13.8% | Reduced |
| Oberweis Asset Management Inc | 2,665 | $986.5K | 0.03% | 00.0% | Unchanged |
| Premier Private Wealth Management LLC | 2,677 | $990.8K | 1.04% | −45−1.7% | Reduced |
| Covestor Ltd | 2,677 | $991.0K | 0.69% | −898−25.1% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 2,680 | $992.0K | 0.65% | +50+1.9% | Added |
| Brightwater Advisory LLC | 2,685 | $993.9K | 0.66% | −147−5.2% | Reduced |
| Englebert Financial Advisers, LLC | 2,685 | $993.9K | 1.13% | +2,400+842.1% | Added |
| Thayer Partners, LLC | 2,685 | $994.0K | 0.47% | +379+16.4% | Added |
| Philip James Wealth Mangement, LLC | 2,686 | $994.2K | 0.11% | −74−2.7% | Reduced |
| A4 Wealth Advisors LLC | 2,688 | $995.0K | 0.83% | −99−3.6% | Reduced |
| Burk Holdings LLC | 2,688 | $995.0K | 0.43% | +18+0.7% | Added |
| Dedeker Financial LLC | 2,688 | $995.1K | 0.87% | −398−12.9% | Reduced |
| Diametric Capital, LP | 2,692 | $996.5K | 0.26% | +1,416+111.0% | Added |
| Smith Asset Management Co., LLC | 2,700 | $999.5K | 0.86% | +1,834+211.8% | Added |
| Intergy Private Wealth, LLC | 2,702 | $1.00M | 0.29% | −882−24.6% | Reduced |
| True Link Financial Advisors, LLC | 2,703 | $1.00M | 0.06% | −431−13.8% | Reduced |
| Provident Living Financial Services, Inc. | 2,710 | $1.00M | 1.11% | +22+0.8% | Added |
| Opus Financial Solutions LLC | 2,712 | $1.00M | 0.95% | −127−4.5% | Reduced |
| Camelot Portfolios, LLC | 2,717 | $1.01M | 0.76% | −17−0.6% | Reduced |
| Charter Capital Management, LLC | 2,724 | $1.01M | 0.50% | +863+46.4% | Added |
| Epiq Partners, LLC | 2,751 | $1.02M | 0.48% | +35+1.3% | Added |
| Ipsen Advisor Group LLC | 2,754 | $1.02M | 0.71% | +54+2.0% | Added |
| Signature Resources Capital Management, LLC | 2,758 | $1.02M | 0.48% | −41−1.5% | Reduced |
| R. W. Roge & Company, Inc. | 2,762 | $1.02M | 0.49% | −185−6.3% | Reduced |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 2,764 | $1.02M | 0.92% | +421+18.0% | Added |
| Seaside Wealth Management, Inc. | 2,765 | $1.02M | 0.29% | −23−0.8% | Reduced |
| Cairn Investment Group, Inc. | 2,770 | $1.02M | 0.51% | −103−3.6% | Reduced |
| BG Investment Services, Inc. | 2,771 | $1.03M | 0.85% | +1,215+78.1% | Added |
| Aso Group Ltd | 2,776 | $1.03M | 0.43% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 2,779 | $1.03M | 0.37% | −125−4.3% | Reduced |
| West Financial Advisors, LLC | 2,781 | $1.03M | 0.17% | −48−1.7% | Reduced |
| 21 West Wealth Management LLC | 2,781 | $1.03M | 0.96% | −27−1.0% | Reduced |