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
- 6,238
- +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
- 2,426 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $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 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| PMG Wealth Management, Inc. | 3,144 | $1.16M | 0.84% | −905−22.4% | Reduced |
| Sharp Financial Services, LLC | 3,147 | $1.17M | 0.58% | −174−5.2% | Reduced |
| Driehaus Capital Management LLC | 3,153 | $1.17M | 0.01% | −879−21.8% | Reduced |
| Michels Family Financial, LLC | 3,156 | $1.17M | 0.84% | +238+8.2% | Added |
| Petra Financial Advisors Inc | 3,158 | $1.17M | 0.72% | −2,266−41.8% | Reduced |
| Financial Planning Navigators CORP | 3,159 | $1.17M | 0.51% | +685+27.7% | Added |
| Arbor Wealth Advisors LLC | 3,163 | $1.17M | 0.82% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 3,166 | $1.17M | 0.28% | +142+4.7% | Added |
| Woodward Financial Advisors, Inc. | 3,270 | $1.17M | 0.45% | −78−2.3% | Reduced |
| Aigen Investment Management, LP | 3,172 | $1.17M | 0.30% | −13,396−80.9% | Reduced |
| Serenity Investment Advisors | 2,807 | $1.17M | 0.55% | −207−6.9% | Reduced |
| Seven Springs Wealth Group, LLC | 3,174 | $1.17M | 0.27% | −57−1.8% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 3,175 | $1.18M | 0.23% | −348−9.9% | Reduced |
| Sage Investment Counsel LLC | 3,176 | $1.18M | 1.30% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 3,154 | $1.18M | 0.27% | −813−20.5% | Reduced |
| Bay Capital Advisors, LLC | 3,179 | $1.18M | 0.73% | −259−7.5% | Reduced |
| Alpha Financial Partners, LLC | 3,182 | $1.18M | 0.70% | +28+0.9% | Added |
| Brogan Financial, Inc. | 3,183 | $1.18M | 0.52% | −34−1.1% | Reduced |
| Seneca Financial Advisors LLC | 3,184 | $1.18M | 0.35% | +9+0.3% | Added |
| Fortress Financial Group, LLC | 3,185 | $1.18M | 0.87% | −123−3.7% | Reduced |
| RHS Financial, LLC | 3,187 | $1.18M | 0.56% | −111−3.4% | Reduced |
| Kassira Wealth Management LLC | 3,196 | $1.18M | 1.09% | +390+13.9% | Added |
| Ackerman Capital Advisors, LLC | 3,198 | $1.18M | 0.24% | −246−7.1% | Reduced |
| Sykon Capital LLC | 3,200 | $1.18M | 0.39% | −328−9.3% | Reduced |
| Warner Financial, Inc | 3,200 | $1.19M | 0.41% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 3,208 | $1.19M | 0.28% | −260−7.5% | Reduced |
| Quaker Wealth Management, LLC | 3,210 | $1.19M | 0.37% | +556+20.9% | Added |
| Persium Advisors, LLC | 3,212 | $1.19M | 0.94% | +725+29.2% | Added |
| Copley Financial Group, Inc. | 3,215 | $1.19M | 0.72% | +467+17.0% | Added |
| SPG Advisors LLC | 3,823 | $1.19M | 18.13% | −18−0.5% | Reduced |
| Red Tortoise LLC | 3,217 | $1.19M | 0.50% | −4−0.1% | Reduced |
| Vision Financial Markets LLC | 3,224 | $1.19M | 1.16% | +181+5.9% | Added |
| Slocum, Gordon & Co LLP | 3,225 | $1.19M | 0.81% | −116−3.5% | Reduced |
| Flower City Capital | 3,228 | $1.20M | 0.60% | +16+0.5% | Added |
| Armbruster Capital Management, Inc. | 3,229 | $1.20M | 0.20% | −66−2.0% | Reduced |
| Lexington Hill Partners, LLC | 3,230 | $1.20M | 0.68% | +1,243+62.6% | Added |
| Granite FO LLC | 3,232 | $1.20M | 0.71% | 00.0% | Unchanged |
| XY Planning Network, Inc. | 3,247 | $1.20M | 0.19% | +213+7.0% | Added |
| Tanglewood Legacy Advisors, LLC | 3,240 | $1.20M | 0.43% | +10.0% | Added |
| Keb Asset Management, LLC | 3,241 | $1.20M | 0.23% | −527−14.0% | Reduced |
| 3 Factor Indexing, LLC | 3,243 | $1.20M | 1.13% | +3,243 | New |
| Stewardship Advisors, LLC | 3,246 | $1.20M | 0.28% | +219+7.2% | Added |
| Clear Investment Research, LLC | 3,246 | $1.20M | 1.88% | +182+5.9% | Added |
| Sage Investment Advisers LLC | 3,254 | $1.20M | 0.89% | +267+8.9% | Added |
| Beckerman Institutional, LLC | 3,251 | $1.20M | 0.64% | +322+11.0% | Added |
| McClarren Financial Advisors, Inc. | 3,253 | $1.20M | 0.71% | −230−6.6% | Reduced |
| Wealth Forward, LLC | 3,253 | $1.20M | 0.68% | +21+0.6% | Added |
| Wealth Science Advisors LLC | 2,491 | $1.20M | 0.68% | 00.0% | Unchanged |
| Sightline Wealth Advisors, LLC | 3,258 | $1.21M | 0.51% | +2+0.1% | Added |
| Clearview Wealth Management LLC | 3,259 | $1.21M | 0.85% | +3,259 | New |
| Robinson Smith Wealth Advisors LLC | 3,259 | $1.21M | 0.82% | −35−1.1% | Reduced |
| Diker Management LLC | 3,263 | $1.21M | 1.08% | −959−22.7% | Reduced |
| Rokos Capital Management LLP | 3,266 | $1.21M | 0.02% | −587,009−99.4% | Reduced |
| Lionshead Wealth Management, LLC | 3,267 | $1.21M | 0.89% | +210+6.9% | Added |
| Brown Financial Advisory | 3,271 | $1.21M | 0.60% | −59−1.8% | Reduced |
| Sterling Financial Planning, Inc. | 3,275 | $1.21M | 0.36% | −125−3.7% | Reduced |
| James Reed Financial Services, Inc. | 3,275 | $1.21M | 1.05% | −15−0.5% | Reduced |
| Portland Investment Counsel Inc. | 3,279 | $1.21M | 0.39% | +642+24.3% | Added |
| Bonfire Financial | 3,282 | $1.22M | 0.91% | +193+6.2% | Added |
| Schubert & Co | 3,285 | $1.22M | 0.99% | +164+5.3% | Added |
| Nova R Wealth, Inc. | 3,288 | $1.22M | 0.39% | −22−0.7% | Reduced |
| Aufman Associates Inc | 3,288 | $1.22M | 0.60% | +10.0% | Added |
| Navis Wealth Advisors, LLC | 3,289 | $1.22M | 0.62% | +811+32.7% | Added |
| LGT Financial Advisors LLC | 3,293 | $1.22M | 6.25% | +53+1.6% | Added |
| Real Talk Capital, LLC | 3,296 | $1.22M | 1.15% | +290+9.6% | Added |
| Avid Wealth Partners LLC | 3,302 | $1.22M | 0.58% | +49+1.5% | Added |
| Cyr Financial Inc. | 3,306 | $1.22M | 0.72% | +446+15.6% | Added |
| Flywheel Private Wealth LLC | 3,310 | $1.23M | 0.70% | +445+15.5% | Added |
| Sprinkle Financial Consultants LLC | 3,312 | $1.23M | 0.57% | +128+4.0% | Added |
| Zeit Capital LLC | 3,317 | $1.23M | 0.82% | −200−5.7% | Reduced |
| Fulcrum Equity Management | 3,319 | $1.23M | 1.20% | −249−7.0% | Reduced |
| Wealthgarden F.S. LLC | 3,320 | $1.23M | 0.84% | +201+6.4% | Added |
| Holland Advisory Services, Inc. | 3,322 | $1.23M | 1.65% | +2+0.1% | Added |
| G2 Capital Management, LLC | 3,331 | $1.23M | 0.30% | +2+0.1% | Added |
| Bear Mountain Capital, Inc. | 2,952 | $1.23M | 0.37% | −69−2.3% | Reduced |
| LifePlan Investment Advisors, Inc. | 3,337 | $1.24M | 0.49% | −54−1.6% | Reduced |
| Cambridge Financial Group, LLC | 3,342 | $1.24M | 0.42% | −507−13.2% | Reduced |
| Unify Financial Advisors | 3,342 | $1.24M | 1.28% | +260+8.4% | Added |
| Richwood Investment Advisors, LLC | 3,344 | $1.24M | 0.95% | −38−1.1% | Reduced |
| Eaton-Cambridge Inc. | 3,348 | $1.24M | 0.39% | +1,142+51.8% | Added |
| Tandem Wealth Advisors LLC | 3,354 | $1.24M | 0.55% | +250+8.1% | Added |
| Kickstand Ventures, LLC. | 3,355 | $1.24M | 0.26% | +830+32.9% | Added |
| Wakefield Asset Management LLLP | 3,359 | $1.24M | 0.33% | +3,359 | New |
| Evolution Wealth Management Inc. | 3,367 | $1.25M | 0.91% | +1,198+55.2% | Added |
| Wallace Capital Management Inc. | 3,377 | $1.25M | 0.14% | −40−1.2% | Reduced |
| Austin Asset Management Co Inc | 3,378 | $1.25M | 0.21% | +414+14.0% | Added |
| SFG Wealth Management, LLC. | 3,378 | $1.25M | 0.51% | −844−20.0% | Reduced |
| MBE Wealth Management, LLC | 3,380 | $1.25M | 0.52% | +191+6.0% | Added |
| OmniStar Financial Group, Inc. | 3,389 | $1.25M | 0.65% | −215−6.0% | Reduced |
| Edgewood Management LLC | 3,394 | $1.26M | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 3,394 | $1.26M | 0.01% | 00.0% | Unchanged |
| Bayshore Asset Management, LLC | 3,394 | $1.26M | 0.50% | +10+0.3% | Added |
| Entelevest, LLC | 3,401 | $1.26M | 1.30% | +604+21.6% | Added |
| Magnolia Wealth Management, LLC | 3,405 | $1.26M | 0.73% | −7−0.2% | Reduced |
| Forthright Family Wealth Advisory LLC | 2,996 | $1.26M | 0.85% | −220−6.8% | Reduced |
| IMPACTfolio, LLC | 3,406 | $1.26M | 0.54% | −16−0.5% | Reduced |
| Noble Family Wealth, LLC | 3,406 | $1.26M | 0.26% | −575−14.4% | Reduced |
| Good Steward Wealth Advisors,LLC | 3,408 | $1.26M | 0.81% | −234−6.4% | Reduced |
| Gouws Capital LLC | 3,409 | $1.26M | 0.67% | −25−0.7% | Reduced |
| Pitti Group Wealth Management, LLC | 3,415 | $1.26M | 1.03% | +77+2.3% | Added |