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
- +14 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
- 232
- 3,258 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 |
|---|---|---|---|---|---|
| Pitti Group Wealth Management, LLC | 3,415 | $1.26M | 1.03% | +77+2.3% | Added |
| OneAscent Wealth Management LLC | 3,417 | $1.26M | 0.42% | −1,083−24.1% | Reduced |
| QP Wealth Management, LLC | 3,419 | $1.27M | 2.17% | −6,049−63.9% | Reduced |
| Parkway Wealth Management Group, LLC | 3,403 | $1.27M | 0.16% | +1,848+118.8% | Added |
| J.M. Arbour, LLC | 3,431 | $1.27M | 1.22% | +102+3.1% | Added |
| BlueSky Wealth Advisors, LLC | 3,437 | $1.27M | 0.16% | +1,383+67.3% | Added |
| Seed Wealth Management, Inc. | 3,437 | $1.27M | 0.88% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 3,449 | $1.28M | 0.23% | +827+31.5% | Added |
| Buckland Partners Management Co LLC | 3,450 | $1.28M | 0.77% | +50+1.5% | Added |
| Planning Directions Inc | 3,451 | $1.28M | 0.65% | +566+19.6% | Added |
| Benchmark Financial, LLC | 3,458 | $1.28M | 1.15% | +101+3.0% | Added |
| Brooktree Capital Management | 3,463 | $1.28M | 1.02% | −1,121−24.5% | Reduced |
| Coastline Complete Wealth LLC | 3,466 | $1.28M | 0.80% | +332+10.6% | Added |
| Alpha Advisors, LLC | 3,469 | $1.28M | 1.01% | +185+5.6% | Added |
| Able Wealth Management LLC | 3,510 | $1.28M | 0.34% | +611+21.1% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,474 | $1.29M | 0.43% | −130−3.6% | Reduced |
| Financial Enhancement Group LLC | 3,044 | $1.29M | 0.16% | −7−0.2% | Reduced |
| Avail Investment Partners, LLC | 3,478 | $1.29M | 1.38% | +3,478 | New |
| Michael Brady & Co., LLC | 3,481 | $1.29M | 1.30% | +50+1.5% | Added |
| Spectrum Wealth Advisory Group, LLC | 3,487 | $1.29M | 0.48% | −251−6.7% | Reduced |
| Bryant Woods Investment Advisors, LLC | 3,488 | $1.29M | 0.48% | +1,180+51.1% | Added |
| Christensen, King & Associates Investment Services, Inc. | 3,495 | $1.29M | 0.56% | −14−0.4% | Reduced |
| Williams & Novak, LLC | 3,502 | $1.29M | 0.97% | −694−16.5% | Reduced |
| Avise Financial Cooperative, Inc. | 3,495 | $1.29M | 1.07% | +584+20.1% | Added |
| Kooman & Associates | 3,497 | $1.29M | 0.39% | −8−0.2% | Reduced |
| Kendall Capital Management | 3,498 | $1.29M | 0.27% | +238+7.3% | Added |
| North Capital, Inc. | 3,499 | $1.30M | 1.10% | +130+3.9% | Added |
| Silver Coast Investments LLC | 3,499 | $1.30M | 0.41% | +80+2.3% | Added |
| Private Wealth Management Group, LLC | 3,504 | $1.30M | 0.34% | −356−9.2% | Reduced |
| Cedrus Wealth Group LLC | 3,507 | $1.30M | 1.45% | +300+9.4% | Added |
| Asempa Wealth Advisors | 3,515 | $1.30M | 1.13% | −32−0.9% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 3,510 | $1.30M | 0.19% | +800+29.5% | Added |
| Paladin Partners, LLC | 3,516 | $1.30M | 0.94% | +356+11.3% | Added |
| 25 LLC | 3,521 | $1.30M | 0.40% | +331+10.4% | Added |
| BKA Wealth Consulting, Inc. | 3,523 | $1.30M | 0.99% | +3,089+711.8% | Added |
| Wellington-Altus USA Inc. | 3,503 | $1.31M | 0.77% | −3,097−46.9% | Reduced |
| Clarity Wealth Development LLC | 3,530 | $1.31M | 1.07% | −100−2.8% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,544 | $1.31M | 0.02% | −161−4.3% | Reduced |
| Presilium Private Wealth, LLC | 3,546 | $1.31M | 0.23% | +150+4.4% | Added |
| McGowan Group Asset Management, Inc. | 3,548 | $1.31M | 0.17% | −13,540−79.2% | Reduced |
| Gaddis Premier Wealth Advisors LLC | 3,553 | $1.32M | 0.97% | −5−0.1% | Reduced |
| Henderson Brothers Financial Partners, LLC | 3,557 | $1.32M | 0.33% | +3,557 | New |
| Barnes Wealth Management Group, Inc | 3,558 | $1.32M | 0.67% | +116+3.4% | Added |
| Concorde Asset Management, LLC | 3,565 | $1.32M | 0.65% | −2,075−36.8% | Reduced |
| JMG Financial Group, Ltd. | 3,569 | $1.32M | 0.04% | −251−6.6% | Reduced |
| Opus Capital Group, LLC | 3,575 | $1.32M | 0.14% | +35+1.0% | Added |
| Ogorek Anthony Joseph | 3,577 | $1.32M | 0.36% | −31−0.9% | Reduced |
| Lionsbridge Wealth Management LLC | 3,578 | $1.32M | 1.33% | +111+3.2% | Added |
| Wealth Watch Advisors, INC | 3,578 | $1.32M | 0.56% | −1,823−33.8% | Reduced |
| Split Rock Private Trading & Wealth Management, LLC | 3,588 | $1.33M | 1.03% | +385+12.0% | Added |
| Ridgepath Capital Management LLC | 3,594 | $1.33M | 0.66% | +571+18.9% | Added |
| Croban | 3,595 | $1.33M | 0.63% | +122+3.5% | Added |
| Elevated Financial Group LLC | 3,597 | $1.33M | 0.44% | +177+5.2% | Added |
| Pingora Partners LLC | 3,598 | $1.33M | 0.79% | −37−1.0% | Reduced |
| Osbon Capital Management LLC | 3,600 | $1.33M | 1.09% | +454+14.4% | Added |
| Intelligence Driven Advisers, LLC | 3,601 | $1.33M | 0.23% | −44−1.2% | Reduced |
| Grove Street Fiduciary, LLC | 3,605 | $1.33M | 0.59% | −298−7.6% | Reduced |
| Rodgers & Associates, LTD | 3,609 | $1.34M | 0.14% | −166−4.4% | Reduced |
| Blossom Wealth Management | 3,609 | $1.34M | 1.98% | −212−5.5% | Reduced |
| Castlekeep Investment Advisors LLC | 3,611 | $1.34M | 0.72% | +609+20.3% | Added |
| Econ Financial Services Corp | 3,615 | $1.34M | 0.62% | +3,615 | New |
| Strategic Equity Management | 3,619 | $1.34M | 0.50% | −272−7.0% | Reduced |
| WJ Wealth Management, LLC | 3,644 | $1.35M | 0.63% | −257−6.6% | Reduced |
| 1015 Capital Partners, LLC | 3,644 | $1.35M | 1.31% | +189+5.5% | Added |
| Baer Investment Advisory LLC | 3,646 | $1.35M | 1.92% | −284−7.2% | Reduced |
| Odyssean, LLC | 3,646 | $1.35M | 0.49% | +2,127+140.0% | Added |
| Livet Wealth, LLC | 3,648 | $1.35M | 0.86% | −124−3.3% | Reduced |
| Gibson Capital, LLC | 3,649 | $1.35M | 0.25% | +22+0.6% | Added |
| Samjo Management, LLC | 3,650 | $1.35M | 0.58% | −1,500−29.1% | Reduced |
| Global Wealth Strategies & Associates | 3,654 | $1.35M | 0.33% | +398+12.2% | Added |
| Hanover Advisors Inc | 3,655 | $1.35M | 0.55% | −811−18.2% | Reduced |
| PYA Waltman Capital, LLC | 3,655 | $1.35M | 0.38% | −477−11.5% | Reduced |
| Compass Wealth Management, LLC | 3,656 | $1.35M | 0.58% | −112−3.0% | Reduced |
| Avant Financial Advisors LLC | 3,660 | $1.35M | 0.95% | −42−1.1% | Reduced |
| Capital Square, LLC | 3,209 | $1.36M | 0.63% | −705−18.0% | Reduced |
| Towerpoint Wealth, LLC | 3,685 | $1.36M | 0.55% | −127−3.3% | Reduced |
| Systematic Financial Management LP | 3,685 | $1.36M | 0.03% | 00.0% | Unchanged |
| Value Investment Professionals, LLC | 3,686 | $1.36M | 3.02% | +4+0.1% | Added |
| Gross & Hartman Investments LLC | 3,686 | $1.36M | 0.71% | +188+5.4% | Added |
| Tucker Asset Management LLC | 3,689 | $1.37M | 0.41% | +311+9.2% | Added |
| Tower Wealth Partners, Inc. | 3,693 | $1.37M | 0.76% | +745+25.3% | Added |
| Haven Private, LLC | 3,693 | $1.37M | 0.60% | −451−10.9% | Reduced |
| Omnitrust Wealth Management, Inc | 3,699 | $1.37M | 1.77% | −312−7.8% | Reduced |
| Athena Wealth Management, LLC | 3,700 | $1.37M | 1.12% | +1,396+60.6% | Added |
| Madson Wealth Advisors Inc | 3,701 | $1.37M | 1.14% | +3,701 | New |
| Caitlin John, LLC | 3,701 | $1.37M | 0.83% | −113−3.0% | Reduced |
| KilterHowling LLC | 3,701 | $1.37M | 0.69% | +446+13.7% | Added |
| LifeGoal Wealth Advisors | 3,710 | $1.37M | 0.78% | +1,525+69.8% | Added |
| Ofc Financial Planning, LLC | 3,702 | $1.37M | 1.35% | +368+11.0% | Added |
| Astra Wealth Partners LLC | 3,705 | $1.37M | 0.87% | −519−12.3% | Reduced |
| Greenhouse Wealth Management, LLC | 3,711 | $1.37M | 0.85% | −123−3.2% | Reduced |
| Paladin Advisory Group, LLC | 3,719 | $1.38M | 1.05% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 3,722 | $1.38M | 0.61% | +1,528+69.6% | Added |
| J. Team Financial, Inc. | 3,725 | $1.38M | 1.55% | −1,745−31.9% | Reduced |
| AAFCPAs Wealth Management, LLC | 3,728 | $1.38M | 0.57% | +113+3.1% | Added |
| Santori & Peters | 3,728 | $1.38M | 0.43% | −259−6.5% | Reduced |
| BlueStem Wealth Partners, LLC | 3,728 | $1.38M | 0.15% | +609+19.5% | Added |
| Sequent Planning LLC | 3,733 | $1.38M | 0.33% | +25+0.7% | Added |
| Lifestyle Asset Management, Inc. | 3,736 | $1.38M | 0.45% | +369+11.0% | Added |
| Tidemark, LLC | 3,747 | $1.39M | 0.35% | +582+18.4% | Added |