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 |
|---|---|---|---|---|---|
| Integrity Wealth Advisors, Inc. | 2,782 | $1.03M | 0.62% | +649+30.4% | Added |
| GatePass Capital, LLC | 2,785 | $1.03M | 0.50% | +641+29.9% | Added |
| Jmac Enterprises LLC | 2,786 | $1.03M | 0.20% | 00.0% | Unchanged |
| Climber Capital SA | 2,790 | $1.03M | 0.68% | +1,451+108.4% | Added |
| E-Wealth Partners, LLC | 2,790 | $1.03M | 0.84% | +893+47.1% | Added |
| Arlington Capital Management, Inc. | 2,790 | $1.03M | 0.58% | −47−1.7% | Reduced |
| Presidio Capital Management, LLC | 2,796 | $1.04M | 0.30% | +50+1.8% | Added |
| Options Solutions, LLC | 2,800 | $1.04M | 0.75% | 00.0% | Unchanged |
| Harvest Investment Advisors, LLC | 2,801 | $1.04M | 0.58% | −95−3.3% | Reduced |
| American Capital Advisory, LLC | 2,801 | $1.04M | 0.42% | +83+3.1% | Added |
| Penobscot Wealth Management | 2,802 | $1.04M | 0.31% | +33+1.2% | Added |
| S&A Financial Services, Inc. | 2,807 | $1.04M | 0.71% | +2,807 | New |
| Tilson Financial Group, Inc. | 2,810 | $1.04M | 0.31% | +3+0.1% | Added |
| Bright Futures Wealth Management, LLC. | 2,810 | $1.04M | 0.71% | +132+4.9% | Added |
| Equita Financial Network, Inc. | 2,811 | $1.04M | 0.33% | −83−2.9% | Reduced |
| Kraematon Investment Advisors, Inc | 2,821 | $1.04M | 0.85% | −205−6.8% | Reduced |
| Lavelle Capital LP | 2,822 | $1.04M | 0.65% | +69+2.5% | Added |
| Vestia Personal Wealth Advisors | 2,822 | $1.04M | 0.49% | −91−3.1% | Reduced |
| Kondo Wealth Advisors, Inc. | 2,822 | $1.05M | 0.39% | −251−8.2% | Reduced |
| Conservest Capital Advisors, Inc. | 2,828 | $1.05M | 0.09% | −5−0.2% | Reduced |
| Foundation Wealth Management, LLC | 2,833 | $1.05M | 0.71% | −518−15.5% | Reduced |
| SwitchPoint Financial Planning, LLC | 2,837 | $1.05M | 0.71% | −155−5.2% | Reduced |
| Asset Allocation & Management Company, LLC | 2,840 | $1.05M | 0.39% | 00.0% | Unchanged |
| Mustico Financial Group, Inc. | 2,477 | $1.05M | 0.79% | +441+21.7% | Added |
| FIDELIS iM, LLC | 2,849 | $1.05M | 0.40% | +502+21.4% | Added |
| TCP Asset Management, LLC | 2,851 | $1.06M | 0.14% | +641+29.0% | Added |
| Defender Capital, LLC. | 2,852 | $1.06M | 0.37% | +2+0.1% | Added |
| ATX Financial Planning, LLC | 2,857 | $1.06M | 0.80% | −193−6.3% | Reduced |
| Breachway Investments LLC | 2,864 | $1.06M | 1.02% | −47−1.6% | Reduced |
| Chase Investment Counsel Corp | 2,860 | $1.06M | 0.28% | +443+18.3% | Added |
| Fiscal Wisdom Wealth Management, LLC | 2,859 | $1.06M | 1.02% | −25−0.9% | Reduced |
| Good Harbor Advisors, Inc. | 2,860 | $1.06M | 1.16% | 00.0% | Unchanged |
| Commerce Advisors, LLC | 2,868 | $1.06M | 0.89% | +2,868 | New |
| JHP Wealth Management, LLC | 2,873 | $1.06M | 1.02% | −40−1.4% | Reduced |
| Peirce Capital Management, LLC | 2,885 | $1.07M | 0.42% | 00.0% | Unchanged |
| Rexford Capital Inc | 2,887 | $1.07M | 0.76% | +188+7.0% | Added |
| Cogent Strategic Wealth LLC | 2,892 | $1.07M | 1.10% | +1,685+139.6% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 2,894 | $1.07M | 0.24% | −7,420−71.9% | Reduced |
| BostonPremier Wealth LLC | 2,898 | $1.07M | 0.55% | −288−9.0% | Reduced |
| Brooklands Fund Management Ltd | 2,899 | $1.07M | 1.41% | +2,899 | New |
| Windmill Hill Asset Management Ltd | 2,899 | $1.07M | 0.33% | −9,276−76.2% | Reduced |
| Saber Capital Managment, LLC | 2,900 | $1.07M | 0.83% | +500+20.8% | Added |
| Ballew Advisors, Inc | 2,877 | $1.07M | 0.61% | −22−0.8% | Reduced |
| CSS LLC | 2,910 | $1.08M | 0.06% | +1,280+78.5% | Added |
| Retirement Planning Group, LLC | 2,914 | $1.08M | 0.69% | +55+1.9% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 2,914 | $1.08M | 0.88% | −22−0.7% | Reduced |
| SWMG, LLC | 2,921 | $1.08M | 0.31% | −230−7.3% | Reduced |
| Vanguard Capital Wealth Advisors | 2,921 | $1.08M | 1.00% | −426−12.7% | Reduced |
| Hyposwiss Advisors SA | 2,924 | $1.08M | 1.07% | −55−1.8% | Reduced |
| Golden Road Advisors LLC | 2,927 | $1.08M | 0.62% | −48−1.6% | Reduced |
| Ehrenkranz Partners L.P. | 2,929 | $1.08M | 0.86% | −16−0.5% | Reduced |
| Innovative Wealth Building LLC | 2,929 | $1.08M | 0.76% | +59+2.1% | Added |
| Bedminster, LLC | 2,930 | $1.08M | 1.01% | −49−1.6% | Reduced |
| Diesslin Group, Inc. | 2,940 | $1.09M | 0.49% | +10.0% | Added |
| Navigation Group, LLC | 2,945 | $1.09M | 0.26% | +2,945 | New |
| Benson Wealth Management INC | 2,949 | $1.09M | 1.49% | +428+17.0% | Added |
| Financial Guidance Group, Inc. | 2,952 | $1.09M | 0.44% | −213−6.7% | Reduced |
| Dogwood Wealth Management LLC | 2,952 | $1.09M | 0.47% | −911−23.6% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 2,957 | $1.09M | 1.15% | +1,087+58.1% | Added |
| WPWealth LLP | 2,960 | $1.10M | 0.17% | −94−3.1% | Reduced |
| Optima Capital LLC | 2,969 | $1.10M | 0.51% | +105+3.7% | Added |
| Blankinship & Foster, LLC | 2,977 | $1.10M | 0.24% | −31−1.0% | Reduced |
| Reyes Financial Architecture, Inc. | 2,980 | $1.10M | 0.90% | −222−6.9% | Reduced |
| Alexis Investment Partners, LLC | 3,078 | $1.10M | 0.76% | −1,783−36.7% | Reduced |
| Gallacher Capital Management LLC | 2,998 | $1.11M | 0.43% | +98+3.4% | Added |
| Birnam Oak Advisors, LP | 3,000 | $1.11M | 0.31% | −3,000−50.0% | Reduced |
| De Lisle Partners LLP | 3,000 | $1.11M | 0.13% | 00.0% | Unchanged |
| Ping Capital Management, Inc. | 3,000 | $1.11M | 0.43% | +2,200+275.0% | Added |
| CM Management, LLC | 3,000 | $1.11M | 0.93% | +3,000 | New |
| Mfg Wealth Management, Inc. | 3,006 | $1.11M | 0.92% | −2,137−41.6% | Reduced |
| Peak Financial Management, Inc. | 3,009 | $1.11M | 0.28% | −1,429−32.2% | Reduced |
| OMNI 360 Wealth, Inc. | 3,023 | $1.12M | 0.58% | −8−0.3% | Reduced |
| Burkett Asset Management Ltd | 3,028 | $1.12M | 1.10% | +447+17.3% | Added |
| Milestones Private Investment Advisors LLC | 3,034 | $1.12M | 0.99% | −3,050−50.1% | Reduced |
| Karras Company, Inc. | 3,041 | $1.13M | 1.14% | +760+33.3% | Added |
| Kaufman Rossin Wealth, LLC | 3,041 | $1.13M | 0.65% | +486+19.0% | Added |
| Hudson Portfolio Management LLC | 3,044 | $1.13M | 0.95% | +973+47.0% | Added |
| Red Reef Advisors LLC | 3,048 | $1.13M | 1.18% | −309−9.2% | Reduced |
| Leslie Global Wealth, LLC | 3,050 | $1.13M | 0.59% | +130+4.5% | Added |
| Clark & Stuart, Inc | 3,056 | $1.13M | 0.76% | +4+0.1% | Added |
| Dopkins Wealth Management, LLC | 3,061 | $1.13M | 0.46% | +492+19.2% | Added |
| Future Fund LLC | 3,068 | $1.14M | 0.40% | +20+0.7% | Added |
| Trinity Wealth Management, LLC | 3,074 | $1.14M | 0.42% | +5+0.2% | Added |
| Plum Street Advisors, LLC | 3,083 | $1.14M | 0.40% | −60−1.9% | Reduced |
| Heartland Advisors Inc | 3,090 | $1.14M | 0.06% | +180+6.2% | Added |
| Lutz Financial Services LLC | 3,100 | $1.15M | 0.08% | +83+2.8% | Added |
| Insight 2811, Inc. | 3,108 | $1.15M | 0.50% | +6+0.2% | Added |
| Matrix Private Capital Group LLC | 3,112 | $1.15M | 0.56% | +403+14.9% | Added |
| Maseco LLP | 3,115 | $1.15M | 0.04% | −39−1.2% | Reduced |
| REDW Wealth LLC | 3,116 | $1.15M | 0.46% | −87−2.7% | Reduced |
| USAdvisors Wealth Management, LLC | 3,215 | $1.15M | 0.38% | +52+1.6% | Added |
| Dorato Capital Management | 3,086 | $1.16M | 0.85% | +25+0.8% | Added |
| Parker Financial LLC | 3,129 | $1.16M | 0.46% | +189+6.4% | Added |
| Lynch Investment Planning, LLC | 3,132 | $1.16M | 1.04% | −113−3.5% | Reduced |
| Numerai GP LLC | 3,136 | $1.16M | 0.12% | −2,357−42.9% | Reduced |
| Welch Capital Partners LLC | 3,137 | $1.16M | 0.26% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 3,139 | $1.16M | 3.93% | −140−4.3% | Reduced |
| Morris Financial Concepts, Inc. | 3,139 | $1.16M | 0.39% | −4−0.1% | Reduced |
| ODonnell Financial Services, LLC | 3,143 | $1.16M | 0.40% | −19−0.6% | Reduced |
| Stegner Investment Associates Inc. | 3,144 | $1.16M | 0.64% | +2,271+260.1% | Added |