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 |
|---|---|---|---|---|---|
| Capital Wealth Alliance, LLC | 3,752 | $1.39M | 0.63% | +134+3.7% | Added |
| Pacific Capital Partners Ltd | 3,767 | $1.39M | 1.38% | +3,767 | New |
| Mayfair Advisory Group, LLC | 3,771 | $1.40M | 0.49% | −265−6.6% | Reduced |
| Argus Investors' Counsel, Inc. | 3,778 | $1.40M | 1.24% | −340−8.3% | Reduced |
| Turning Point Benefit Group, Inc. | 3,759 | $1.40M | 0.89% | +145+4.0% | Added |
| Intelligent Financial Strategies | 3,783 | $1.40M | 0.73% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 3,785 | $1.40M | 0.29% | −18−0.5% | Reduced |
| Maimon Wealth Management Ltd. | 3,906 | $1.40M | 1.23% | +80+2.1% | Added |
| Arcus Capital Partners, LLC | 3,793 | $1.40M | 0.50% | −2,326−38.0% | Reduced |
| Demars Financial Group, LLC | 3,796 | $1.41M | 0.46% | +83+2.2% | Added |
| Panoramic Investment Advisors, LLC | 3,799 | $1.41M | 0.76% | +623+19.6% | Added |
| Alpha Zero LLC | 3,799 | $1.41M | 0.71% | −360−8.7% | Reduced |
| Guidance Point Advisors, LLC | 3,811 | $1.41M | 0.33% | −103−2.6% | Reduced |
| Smith Partners Wealth Management, LLC | 3,816 | $1.41M | 1.27% | 00.0% | Unchanged |
| Rebalance, LLC | 3,817 | $1.41M | 0.08% | −541−12.4% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,830 | $1.42M | 0.34% | −7−0.2% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 3,837 | $1.42M | 1.41% | +15+0.4% | Added |
| Kuhn & Co Investment Counsel | 3,839 | $1.42M | 0.92% | +276+7.7% | Added |
| Horizon Bancorp Inc | 3,843 | $1.42M | 0.68% | +22+0.6% | Added |
| BankChampaign, National Association | 3,847 | $1.42M | 1.41% | +34+0.9% | Added |
| Guardian Capital, LLC | 3,848 | $1.42M | 1.36% | −1,599−29.4% | Reduced |
| Gentry Private Wealth, LLC | 3,849 | $1.42M | 0.86% | +854+28.5% | Added |
| Global Trust Wealth Management LLC | 3,857 | $1.43M | 1.08% | +150+4.0% | Added |
| Muirfield Wealth Advisors LLC | 3,857 | $1.43M | 1.05% | −66−1.7% | Reduced |
| Financial Network Wealth Advisors LLC | 3,858 | $1.43M | 1.46% | −74−1.9% | Reduced |
| Tacita Capital Inc | 3,861 | $1.43M | 0.85% | −205−5.0% | Reduced |
| Silver Oak Advisory Group, Inc. | 3,883 | $1.44M | 0.62% | −40−1.0% | Reduced |
| Ethos Capital Management, Inc. | 3,883 | $1.44M | 1.23% | +641+19.8% | Added |
| Geometric Wealth Advisors | 3,884 | $1.44M | 0.18% | −273−6.6% | Reduced |
| Eq Wealth Advisors, LLC | 3,893 | $1.44M | 0.84% | −149−3.7% | Reduced |
| WealthSpring Partners, LLC | 3,896 | $1.44M | 1.32% | +95+2.5% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 3,897 | $1.44M | 0.40% | −2,159−35.7% | Reduced |
| Hansen & Associates Financial Group, Inc. | 3,866 | $1.44M | 0.82% | −1,053−21.4% | Reduced |
| Alliance Private Wealth, LLC | 3,901 | $1.44M | 0.52% | +399+11.4% | Added |
| Awm Capital, LLC | 3,901 | $1.44M | 0.13% | +881+29.2% | Added |
| Range Financial Group LLC | 3,902 | $1.44M | 0.48% | +226+6.1% | Added |
| Lane Brothers & Co Inc | 3,904 | $1.45M | 1.05% | −32−0.8% | Reduced |
| Ferguson Shapiro LLC | 3,905 | $1.45M | 0.44% | +460+13.4% | Added |
| Pursuit Wealth Strategies, LLC | 3,906 | $1.45M | 2.01% | +150+4.0% | Added |
| ASL Financial, LLC | 3,910 | $1.45M | 1.16% | +7+0.2% | Added |
| HFG Advisors, Inc. | 3,911 | $1.45M | 1.02% | +1,322+51.1% | Added |
| H&H Retirement Design & Management INC | 3,498 | $1.45M | 0.71% | +276+8.6% | Added |
| Pinnacle Wealth Management, LLC | 3,917 | $1.45M | 0.98% | −853−17.9% | Reduced |
| Vista Investment Management | 3,917 | $1.45M | 0.49% | +170+4.5% | Added |
| Saxony Capital Management, LLC | 3,919 | $1.45M | 0.84% | +112+2.9% | Added |
| WealthPoint Financial, LLC | 3,921 | $1.45M | 1.21% | +388+11.0% | Added |
| Godfrey Financial Associates, Inc. | 3,926 | $1.45M | 1.25% | +7+0.2% | Added |
| Old Peak Finance LLC | 3,927 | $1.45M | 0.85% | +120+3.2% | Added |
| Winebrenner Capital Management LLC | 3,929 | $1.45M | 0.93% | +127+3.3% | Added |
| Veridan Wealth LLC | 3,936 | $1.46M | 0.55% | +418+11.9% | Added |
| Sierra Ocean, LLC | 3,939 | $1.46M | 1.20% | −2−0.1% | Reduced |
| Battery Global Advisors, LLC | 3,941 | $1.46M | 0.78% | +3,924+23,082.4% | Added |
| NBZ Investment Advisors LLC | 3,946 | $1.46M | 0.64% | +980+33.0% | Added |
| Virtus Investment Advisers, Inc. | 3,948 | $1.46M | 0.40% | +429+12.2% | Added |
| Integrity Investment Advisors, LLC | 3,956 | $1.46M | 0.79% | −247−5.9% | Reduced |
| Artesa Financial Group, LLC | 3,960 | $1.47M | 1.40% | +193+5.1% | Added |
| Columbia River Financial Group, LLC | 3,960 | $1.47M | 0.85% | −52−1.3% | Reduced |
| Trinity Financial Advisors LLC | 3,965 | $1.47M | 0.42% | +27+0.7% | Added |
| Ironwood Investment Management LLC | 3,966 | $1.47M | 0.61% | −145−3.5% | Reduced |
| Calder Financial LLC | 3,976 | $1.47M | 1.46% | +8+0.2% | Added |
| Colorado Capital Management, Inc. | 3,975 | $1.47M | 0.55% | +1,341+50.9% | Added |
| Marotta Asset Management | 3,983 | $1.47M | 0.27% | −12−0.3% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 3,977 | $1.47M | 0.85% | +162+4.2% | Added |
| Kurv Investment Management LLC | 4,103 | $1.47M | 1.56% | +759+22.7% | Added |
| Define Financial, LLC | 3,989 | $1.48M | 0.80% | +87+2.2% | Added |
| Integrated Capital Management, LLC | 3,991 | $1.48M | 0.62% | +299+8.1% | Added |
| Lifelong Wealth Advisors, Inc. | 3,991 | $1.48M | 0.39% | +656+19.7% | Added |
| Chatterton & Associates Inc. | 3,962 | $1.48M | 1.04% | +576+17.0% | Added |
| Dale Q Rice Investment Management Ltd | 3,994 | $1.48M | 1.12% | −4−0.1% | Reduced |
| Client First Investment Management LLC | 3,995 | $1.48M | 0.77% | 00.0% | Unchanged |
| Custos Family Office, LLC | 3,999 | $1.48M | 1.03% | +1,660+71.0% | Added |
| First Wilshire Securities Management Inc | 4,000 | $1.48M | 0.33% | 00.0% | Unchanged |
| Oxford Wealth Group, LLC | 4,001 | $1.48M | 0.81% | −634−13.7% | Reduced |
| Integras Partners LLC | 4,013 | $1.49M | 0.98% | −44−1.1% | Reduced |
| Castleview Partners, LLC | 4,014 | $1.49M | 0.76% | −491−10.9% | Reduced |
| Wheelhouse Advisory Group LLC | 4,018 | $1.49M | 0.49% | −71−1.7% | Reduced |
| Wetzel Investment Advisors, Inc. | 4,028 | $1.49M | 0.59% | −447−10.0% | Reduced |
| Everstar Asset Management, LLC | 4,029 | $1.49M | 0.79% | +207+5.4% | Added |
| New Vernon Investment Management LLC | 4,042 | $1.50M | 1.59% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 4,051 | $1.50M | 0.89% | +746+22.6% | Added |
| SilverOak Wealth Management LLC | 4,053 | $1.50M | 0.24% | −358−8.1% | Reduced |
| William B. Walkup & Associates, Inc. | 4,001 | $1.50M | 0.90% | 00.0% | Unchanged |
| Kingsman Wealth Management, Inc. | 4,064 | $1.50M | 0.84% | −9,917−70.9% | Reduced |
| Brand Asset Management Group, Inc. | 4,073 | $1.51M | 0.39% | +633+18.4% | Added |
| DiNuzzo Private Wealth, Inc. | 4,078 | $1.51M | 0.16% | −24−0.6% | Reduced |
| Investment Advisory Services Group LLC | 4,079 | $1.51M | 1.31% | +3,222+376.0% | Added |
| Phocas Financial Corp. | 4,080 | $1.51M | 0.24% | 00.0% | Unchanged |
| Hartmann Taylor Wealth Management, LLC | 4,082 | $1.51M | 1.00% | −48−1.2% | Reduced |
| Spring Capital Management, LLC | 4,083 | $1.51M | 0.76% | 00.0% | Unchanged |
| SMART Wealth LLC | 4,086 | $1.51M | 0.44% | +51+1.3% | Added |
| Sentinel Pension Advisors Inc | 4,092 | $1.51M | 0.22% | +231+6.0% | Added |
| Advisory Advocates, LLC | 4,103 | $1.52M | 1.55% | +41+1.0% | Added |
| Tillman Hartley LLC | 4,103 | $1.52M | 0.38% | −3,163−43.5% | Reduced |
| Hardin Capital Partners, LLC | 4,105 | $1.52M | 0.71% | +96+2.4% | Added |
| RMR Capital Management, LLC | 4,107 | $1.52M | 1.10% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 4,113 | $1.52M | 0.97% | −98−2.3% | Reduced |
| Family Legacy Financial Solutions, LLC | 4,127 | $1.52M | 1.24% | +1,377+50.1% | Added |
| Howard Wealth Management, LLC | 4,120 | $1.53M | 0.64% | +765+22.8% | Added |
| Larry Mathis Financial Planning, LLC | 4,121 | $1.53M | 1.37% | +1,168+39.6% | Added |
| Cresta Advisors, Ltd. | 4,125 | $1.53M | 0.63% | +2,000+94.1% | Added |