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 |
|---|---|---|---|---|---|
| Warburton Capital Management, LLC | 4,447 | $1.66M | 0.81% | −615−12.1% | Reduced |
| IFS Group,LLC | 4,489 | $1.66M | 1.48% | +4,489 | New |
| Element Pointe Advisors, LLC | 4,490 | $1.66M | 0.31% | −235−5.0% | Reduced |
| HighMark Wealth Management LLC | 4,506 | $1.66M | 0.68% | +796+21.5% | Added |
| Momentous Wealth Management, Inc. | 4,498 | $1.66M | 0.95% | −83−1.8% | Reduced |
| Urban Wealth Management, LLC | 4,499 | $1.67M | 1.71% | −3,893−46.4% | Reduced |
| Ark Wealth Advisors LLC | 4,508 | $1.67M | 1.65% | +524+13.2% | Added |
| Frederick Financial Consultants, LLC | 4,520 | $1.67M | 0.83% | −567−11.1% | Reduced |
| Fox Run Management, L.L.C. | 4,662 | $1.67M | 0.29% | +4,662 | New |
| Causey Wealth LLC | 4,522 | $1.67M | 0.71% | +228+5.3% | Added |
| Vericrest Private Wealth | 4,529 | $1.68M | 1.50% | −266−5.5% | Reduced |
| Walker Financial Services, Inc. | 4,535 | $1.68M | 0.57% | −1,099−19.5% | Reduced |
| IVC Wealth Advisors LLC | 4,539 | $1.68M | 0.73% | +120+2.7% | Added |
| C M Bidwell & Associates Ltd | 4,539 | $1.68M | 0.78% | −18−0.4% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 4,539 | $1.68M | 1.60% | +260+6.1% | Added |
| American National Bank of Texas | 4,544 | $1.68M | 1.60% | +7+0.2% | Added |
| Promethium Advisors,llc | 4,545 | $1.68M | 0.87% | +80+1.8% | Added |
| Perissos Private Wealth Management, LLC | 4,548 | $1.68M | 1.46% | −402−8.1% | Reduced |
| Integrity Wealth Partners, LLC | 4,548 | $1.68M | 1.52% | +4,548 | New |
| Lecap Asset Management Ltd | 4,555 | $1.69M | 0.63% | +4,555 | New |
| Navigate Wealth Management, LLC | 3,975 | $1.69M | 1.18% | +3,975 | New |
| Peterson Wealth Advisors, LLC | 4,560 | $1.69M | 0.22% | −42−0.9% | Reduced |
| Wiser Wealth Management, Inc | 4,561 | $1.69M | 0.36% | +208+4.8% | Added |
| Long Road Investment Counsel, LLC | 4,567 | $1.69M | 0.66% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 4,572 | $1.69M | 0.26% | −271−5.6% | Reduced |
| Yoder Wealth Management, Inc. | 4,573 | $1.69M | 0.77% | +233+5.4% | Added |
| Mountain Capital Investment Advisors, Inc | 3,995 | $1.70M | 0.25% | +43+1.1% | Added |
| Element Wealth, LLC | 4,585 | $1.70M | 0.70% | −58−1.2% | Reduced |
| Palatine Hill Wealth Management, LLC | 4,586 | $1.70M | 1.48% | −311−6.4% | Reduced |
| First Hawaiian Bank | 4,593 | $1.70M | 0.24% | 00.0% | Unchanged |
| Account Management LLC | 4,595 | $1.70M | 1.86% | 00.0% | Unchanged |
| Latash Investments, LLC | 4,610 | $1.71M | 1.32% | 00.0% | Unchanged |
| FreeGulliver LLC | 4,621 | $1.71M | 0.72% | −97−2.1% | Reduced |
| Sterling Wealth Management, Inc. | 4,629 | $1.71M | 0.47% | −6−0.1% | Reduced |
| BlueChip Wealth Advisors LLC | 4,684 | $1.71M | 0.75% | +212+4.7% | Added |
| Womack Financial LLC | 4,630 | $1.71M | 1.26% | +31+0.7% | Added |
| Aster Capital Management (DIFC) Ltd | 4,571 | $1.72M | 0.56% | −3,575−43.9% | Reduced |
| Prospect Financial Group LLC | 4,636 | $1.72M | 1.58% | −95−2.0% | Reduced |
| Kelly Financial Services LLC | 4,637 | $1.72M | 0.41% | −17−0.4% | Reduced |
| Unified Investment Management | 4,643 | $1.72M | 1.77% | +136+3.0% | Added |
| Altar Rock LLC | 4,646 | $1.72M | 2.02% | −97−2.0% | Reduced |
| Conrad Siegel Investment Advisors, Inc. | 4,651 | $1.72M | 0.31% | +156+3.5% | Added |
| Cannon Wealth Management Services, LLC | 4,653 | $1.72M | 1.16% | +40+0.9% | Added |
| Advisory Resource Group | 4,653 | $1.72M | 0.30% | −3,227−41.0% | Reduced |
| Fund Advisors of America Inc | 4,653 | $1.72M | 1.75% | −417−8.2% | Reduced |
| AllGen Financial Advisors, Inc. | 4,656 | $1.72M | 0.41% | −1,591−25.5% | Reduced |
| Berry Wealth Group, LP | 4,662 | $1.73M | 6.45% | −240−4.9% | Reduced |
| Gambit Capital Management, LLC | 4,672 | $1.73M | 1.24% | +12+0.3% | Added |
| Elite Life Management LLC | 4,166 | $1.73M | 2.17% | −20.0% | Reduced |
| CPA Asset Management LLC | 4,673 | $1.73M | 0.58% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 4,679 | $1.73M | 0.50% | +139+3.1% | Added |
| Postrock Partners LLC | 4,683 | $1.73M | 0.80% | 00.0% | Unchanged |
| Riverview Trust Co | 4,688 | $1.74M | 2.14% | 00.0% | Unchanged |
| Ninepoint Partners LP | 4,701 | $1.74M | 0.21% | −1,664−26.1% | Reduced |
| KRS Capital Management, LLC | 4,704 | $1.74M | 1.07% | −64−1.3% | Reduced |
| Ironsides Asset Advisors, LLC | 4,709 | $1.74M | 0.44% | +209+4.6% | Added |
| Shulman DeMeo Asset Management LLC | 4,712 | $1.74M | 0.37% | −19−0.4% | Reduced |
| ERn Financial, LLC | 4,721 | $1.75M | 0.33% | +28+0.6% | Added |
| PFG Private Wealth Management, LLC | 4,725 | $1.75M | 0.74% | +111+2.4% | Added |
| Frazier Financial Advisors, LLC | 4,727 | $1.75M | 0.97% | +586+14.2% | Added |
| Independent Family Office, LLC | 4,740 | $1.75M | 0.72% | −27−0.6% | Reduced |
| Comprehensive Wealth Management, LLC | 4,768 | $1.77M | 0.89% | −144−2.9% | Reduced |
| SK Wealth Management, LLC | 4,736 | $1.77M | 0.49% | −81−1.7% | Reduced |
| Absolute Capital Management, LLC | 4,771 | $1.77M | 0.59% | +370+8.4% | Added |
| Wallace Advisory Group, LLC | 4,779 | $1.77M | 1.89% | −255−5.1% | Reduced |
| McNaughton Wealth Management, LLC | 4,781 | $1.77M | 0.73% | +913+23.6% | Added |
| Whipplewood Advisors, LLC | 4,782 | $1.77M | 0.92% | +427+9.8% | Added |
| Thoma Capital Management LLC | 4,791 | $1.77M | 1.05% | +713+17.5% | Added |
| Vista Investment Partners II, LLC | 4,792 | $1.77M | 0.80% | −12−0.2% | Reduced |
| LightSquare Wealth Management, LLC | 4,794 | $1.77M | 1.33% | +4,794 | New |
| Zinnia Wealth Advisory, LLC | 4,794 | $1.77M | 1.99% | −48−1.0% | Reduced |
| Cypress Capital, LLC | 4,800 | $1.78M | 0.51% | +6+0.1% | Added |
| Pacific Center for Financial Services | 4,804 | $1.78M | 0.45% | −9−0.2% | Reduced |
| Hardworking Capital Advisors, LLC | 4,805 | $1.78M | 1.66% | +266+5.9% | Added |
| Sachetta, LLC | 4,806 | $1.78M | 0.96% | +393+8.9% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 4,806 | $1.78M | 0.75% | −188−3.8% | Reduced |
| Wealthcare Capital Partners, LLC | 4,807 | $1.78M | 0.83% | +158+3.4% | Added |
| Narus Financial Partners, LLC | 4,808 | $1.78M | 0.47% | +732+18.0% | Added |
| Planning Center, Inc. | 4,809 | $1.78M | 0.18% | +551+12.9% | Added |
| Echo45 Advisors LLC | 4,814 | $1.78M | 1.00% | −161−3.2% | Reduced |
| Tudor Financial Inc. | 4,819 | $1.78M | 0.91% | +16+0.3% | Added |
| Avenue 1 Advisors, LLC | 4,820 | $1.78M | 0.55% | −32−0.7% | Reduced |
| Corundum Trust Company, INC | 4,823 | $1.79M | 4.08% | +29+0.6% | Added |
| Guardian Financial Partners, LLC | 4,840 | $1.79M | 0.76% | −50−1.0% | Reduced |
| Yukon Wealth Management, Inc. | 4,840 | $1.79M | 1.07% | +258+5.6% | Added |
| Trademark Financial Management, LLC | 4,845 | $1.79M | 0.88% | +793+19.6% | Added |
| Dala Group, LLC | 4,833 | $1.80M | 1.50% | +1,636+51.2% | Added |
| Cunning Capital Partners, LP | 4,862 | $1.80M | 0.92% | 00.0% | Unchanged |
| M1 Capital Management LLC | 4,869 | $1.80M | 0.83% | −113−2.3% | Reduced |
| Providence First Trust Co | 4,871 | $1.80M | 0.63% | −542−10.0% | Reduced |
| T3 Companies, LLC | 4,876 | $1.80M | 2.46% | +4,876 | New |
| Malaga Cove Capital, LLC | 4,890 | $1.81M | 0.65% | +473+10.7% | Added |
| JBR Co Financial Management Inc | 3,744 | $1.81M | 0.76% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 4,898 | $1.81M | 1.01% | +26+0.5% | Added |
| Primoris Wealth Advisors, LLC | 4,899 | $1.81M | 1.27% | −1,828−27.2% | Reduced |
| Fedenia Advisers LLC | 4,908 | $1.82M | 1.35% | −3,554−42.0% | Reduced |
| Markin Asset Management, LP | 4,911 | $1.82M | 2.00% | −432−8.1% | Reduced |
| Keystone Financial Services | 4,912 | $1.82M | 0.53% | +780+18.9% | Added |
| Accelerate Investment Advisors LLC | 4,915 | $1.82M | 1.22% | −29−0.6% | Reduced |
| Braun-Bostich & Associates Inc. | 4,921 | $1.82M | 1.14% | −1,545−23.9% | Reduced |