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 |
|---|---|---|---|---|---|
| Keyes, Stange & Wooten Wealth Management, LLC | 4,126 | $1.53M | 0.68% | −98−2.3% | Reduced |
| Groesbeck Investment Management Corp | 4,127 | $1.53M | 2.98% | +11+0.3% | Added |
| Platinum Investment Management Ltd | 4,134 | $1.53M | 0.39% | −4,439−51.8% | Reduced |
| Tenon Financial LLC | 4,137 | $1.53M | 0.60% | +376+10.0% | Added |
| WFA of San Diego, LLC | 4,139 | $1.53M | 1.23% | −25−0.6% | Reduced |
| CogentBlue Wealth Advisors, LLC | 4,140 | $1.53M | 1.03% | −1,693−29.0% | Reduced |
| MorganRosel Wealth Management, LLC | 4,142 | $1.53M | 0.60% | −2,265−35.4% | Reduced |
| Bernardo Wealth Planning LLC | 4,155 | $1.54M | 0.30% | −39−0.9% | Reduced |
| Dougherty Wealth Advisers LLC | 4,158 | $1.54M | 0.98% | +527+14.5% | Added |
| Sprucegrove Investment Management Ltd | 4,160 | $1.54M | 0.25% | +4,160 | New |
| American Financial Advisors, LLC | 4,167 | $1.54M | 0.21% | −25−0.6% | Reduced |
| Diversified Portfolios, Inc. | 4,170 | $1.54M | 0.13% | −261−5.9% | Reduced |
| Coordinated Financial Services, Inc. | 4,174 | $1.55M | 0.89% | −365−8.0% | Reduced |
| Creative Capital Management Investments LLC | 4,178 | $1.55M | 0.44% | +339+8.8% | Added |
| Cannon Capital Management, Inc. | 4,178 | $1.55M | 1.26% | +810+24.0% | Added |
| 1620 Investment Advisors, Inc. | 4,179 | $1.55M | 1.05% | +19+0.5% | Added |
| Impact Investors, Inc | 4,181 | $1.55M | 1.08% | −76−1.8% | Reduced |
| NerdWallet Wealth Partners, LLC | 4,190 | $1.55M | 0.68% | −394−8.6% | Reduced |
| Madrid Wealth Management, LLC | 10,789 | $1.55M | 1.17% | +6,978+183.1% | Added |
| OFS Enterprise LLC | 4,199 | $1.55M | 0.46% | +4,199 | New |
| Yoffe Investment Management, LLC | 4,200 | $1.55M | 1.99% | 00.0% | Unchanged |
| New England Asset Management Inc | 4,200 | $1.55M | 0.20% | +475+12.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 4,205 | $1.56M | 0.02% | −488,299−99.1% | Reduced |
| Defined Wealth Management, LLC | 4,209 | $1.56M | 0.91% | +129+3.2% | Added |
| Gray Private Wealth, LLC | 4,220 | $1.56M | 0.79% | +779+22.6% | Added |
| CAP Partners, LLC | 4,223 | $1.56M | 0.88% | −8−0.2% | Reduced |
| Integrity Wealth Solutions LLC | 4,230 | $1.57M | 0.62% | +74+1.8% | Added |
| Post Resch Tallon Group Inc. | 4,215 | $1.57M | 1.27% | +607+16.8% | Added |
| Allie Family Office LLC | 4,233 | $1.57M | 0.68% | +2,422+133.7% | Added |
| Kelman-Lazarov, Inc. | 4,239 | $1.57M | 0.22% | −819−16.2% | Reduced |
| Coign Capital Advisors LLC | 4,241 | $1.57M | 0.82% | +714+20.2% | Added |
| Oregon Pacific Wealth Management, LLC | 4,243 | $1.57M | 1.64% | +481+12.8% | Added |
| Vantage Point Financial LLC | 4,247 | $1.57M | 0.55% | −724−14.6% | Reduced |
| Hobbs Group Advisors, LLC | 4,247 | $1.57M | 0.47% | −161−3.7% | Reduced |
| Independence Wealth Advisors, LLC | 4,251 | $1.57M | 0.84% | +413+10.8% | Added |
| Box Hill Private Wealth LLC | 4,251 | $1.57M | 1.56% | −17−0.4% | Reduced |
| Beta Wealth Group, Inc. | 4,252 | $1.57M | 0.65% | −424−9.1% | Reduced |
| Sonoma Allocations LLC | 4,235 | $1.57M | 0.54% | −468−10.0% | Reduced |
| Severin Investments, LLC | 4,254 | $1.57M | 1.35% | −34−0.8% | Reduced |
| Gerber, LLC | 4,263 | $1.58M | 0.89% | +36+0.9% | Added |
| Strategic Financial Partners, Ltd. | 4,264 | $1.58M | 0.68% | −18−0.4% | Reduced |
| Gridiron Partners, LLC | 4,265 | $1.58M | 0.96% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 4,266 | $1.58M | 0.53% | +246+6.1% | Added |
| Keener Financial Planning LLC | 4,268 | $1.58M | 0.66% | +490+13.0% | Added |
| Glass Jacobson Investment Advisors llc | 4,267 | $1.58M | 0.54% | +87+2.1% | Added |
| Norris Financial Group, LLC | 4,269 | $1.58M | 0.52% | +152+3.7% | Added |
| Flagship Wealth Advisors, LLC | 3,176 | $1.58M | 0.68% | −2,173−40.6% | Reduced |
| Abound Financial, LLC | 4,285 | $1.59M | 0.69% | −385−8.2% | Reduced |
| Portus Wealth Advisors, LLC | 4,303 | $1.59M | 1.50% | −809−15.8% | Reduced |
| Kearns & Associates LLC | 4,305 | $1.59M | 0.86% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 4,305 | $1.59M | 0.31% | −230−5.1% | Reduced |
| Crane Advisory, LLC | 3,802 | $1.60M | 0.24% | −305−7.4% | Reduced |
| LeClair Wealth Partners LLC | 4,325 | $1.60M | 0.55% | −8,608−66.6% | Reduced |
| Blue Water Asset Management | 4,325 | $1.60M | 0.55% | −297−6.4% | Reduced |
| Wilian Securities, LLC | 4,329 | $1.60M | 3.93% | −122−2.7% | Reduced |
| P.A.W. Capital Corp | 4,340 | $1.60M | 1.28% | +4,340 | New |
| ACT Advisors, LLC. | 4,331 | $1.60M | 0.68% | +662+18.0% | Added |
| Wiser Advisor Group LLC | 4,335 | $1.60M | 1.94% | −192−4.2% | Reduced |
| Valued Retirements, Inc. | 4,336 | $1.60M | 1.57% | +26+0.6% | Added |
| Potentia Wealth | 4,351 | $1.61M | 0.62% | −12,866−74.7% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 4,351 | $1.61M | 0.27% | +247+6.0% | Added |
| Collaborative Fund Advisors, LLC | 4,353 | $1.61M | 1.00% | +4,353 | New |
| Campbell Deegan Wealth Management, LLC | 4,356 | $1.61M | 1.30% | +51+1.2% | Added |
| Caldwell Investment Management Ltd. | 4,500 | $1.62M | 0.63% | +4,500 | New |
| Clarion Wealth Managment Partners, LLC | 4,376 | $1.62M | 1.47% | +42+1.0% | Added |
| North Forty Two & Co. | 4,386 | $1.62M | 1.50% | −63−1.4% | Reduced |
| WESPAC Advisors, LLC | 4,390 | $1.63M | 0.89% | −315−6.7% | Reduced |
| Tranquilli Financial Advisor LLC | 4,396 | $1.63M | 0.95% | +970+28.3% | Added |
| Rock Point Advisors, LLC | 4,397 | $1.63M | 0.44% | −47−1.1% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 4,405 | $1.63M | 1.24% | −335−7.1% | Reduced |
| Drum Hill Capital, LLC | 4,405 | $1.63M | 1.50% | 00.0% | Unchanged |
| NavPoint Financial, Inc. | 4,406 | $1.63M | 0.66% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 4,408 | $1.63M | 0.90% | +495+12.7% | Added |
| Voisard Asset Management Group, Inc. | 4,410 | $1.63M | 0.35% | −357−7.5% | Reduced |
| PeakShares LLC | 4,412 | $1.63M | 1.50% | +1,623+58.2% | Added |
| Kingsbury Capital Investment Advisors LLC | 4,412 | $1.63M | 1.53% | +4,412 | New |
| Sharkey, Howes & Javer | 4,413 | $1.63M | 0.22% | −640−12.7% | Reduced |
| Odyssey Capital Advisors, Inc. | 4,416 | $1.63M | 1.46% | +560+14.5% | Added |
| Meramec Financial Planners, LLC | 3,910 | $1.63M | 0.65% | +16+0.4% | Added |
| Entrust Financial LLC | 4,420 | $1.64M | 1.14% | −46−1.0% | Reduced |
| Visionary Horizons, LLC | 4,420 | $1.64M | 0.81% | +380+9.4% | Added |
| Tenzing Financial LLC | 4,260 | $1.64M | 1.23% | −379−8.2% | Reduced |
| Ankerstar Wealth, LLC | 4,424 | $1.64M | 1.73% | +661+17.6% | Added |
| Tripletail Wealth Management, LLC | 4,388 | $1.64M | 2.23% | −136−3.0% | Reduced |
| Resolute Partners Group | 4,429 | $1.64M | 0.68% | +2,596+141.6% | Added |
| Laidlaw Wealth Management LLC | 4,438 | $1.64M | 5.70% | −75−1.7% | Reduced |
| Evergreen Wealth Partners LLC | 4,445 | $1.65M | 1.26% | +58+1.3% | Added |
| Prospect Financial Services LLC | 4,447 | $1.65M | 1.01% | +239+5.7% | Added |
| Morton Brown Family Wealth, LLC | 4,453 | $1.65M | 0.44% | +20+0.5% | Added |
| Targeted Financial Services LLC | 4,454 | $1.65M | 1.35% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 4,459 | $1.65M | 0.77% | −62−1.4% | Reduced |
| jvl associates llc | 4,464 | $1.65M | 0.55% | +380+9.3% | Added |
| Advocate Investing Services LLC | 4,465 | $1.65M | 1.40% | +386+9.5% | Added |
| Koa Wealth Management, LLC | 4,468 | $1.65M | 1.20% | +122+2.8% | Added |
| Sar Wealth Management Group, LLC | 4,470 | $1.65M | 0.90% | −47−1.0% | Reduced |
| RPS Advisory Solutions LLC | 4,472 | $1.66M | 0.94% | −803−15.2% | Reduced |
| Payne Capital Management, LLC | 4,474 | $1.66M | 0.50% | +182+4.2% | Added |
| WJ Financial Advisors LLC | 4,477 | $1.66M | 1.34% | +1,879+72.3% | Added |
| Armstrong, Fleming & Moore, Inc | 4,481 | $1.66M | 0.70% | +174+4.0% | Added |
| Redwood Financial Network Corp | 4,481 | $1.66M | 1.09% | +20+0.4% | Added |