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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Eclectic Associates Inc | 4,931 | $1.83M | 0.24% | +618+14.3% | Added |
| RVW Wealth, LLC | 4,933 | $1.83M | 0.14% | +310+6.7% | Added |
| Capital Investment Management, Inc. | 4,941 | $1.83M | 0.63% | +344+7.5% | Added |
| Roble, Belko & Company, Inc | 4,946 | $1.83M | 0.23% | +40+0.8% | Added |
| Cravens & Co Advisors, LLC | 4,947 | $1.83M | 1.19% | +727+17.2% | Added |
| Hibernia Wealth Partners, LLC | 4,947 | $1.83M | 0.54% | +757+18.1% | Added |
| Brio Consultants, LLC | 4,453 | $1.83M | 0.22% | −229−4.9% | Reduced |
| Smallwood Wealth Investment Management, LLC | 4,949 | $1.83M | 0.97% | −89−1.8% | Reduced |
| Archetype Wealth Partners | 4,961 | $1.84M | 0.23% | +1,751+54.5% | Added |
| Index Technologies Group LLC | 4,963 | $1.84M | 2.00% | +255+5.4% | Added |
| Financial Harvest, LLC | 4,964 | $1.84M | 1.08% | +1,673+50.8% | Added |
| WBI Investments | 4,965 | $1.84M | 0.51% | +2,573+107.6% | Added |
| Millington Securities, LLC | 4,965 | $1.84M | 0.51% | +4,965 | New |
| Suvretta Capital Management, LLC | 4,970 | $1.84M | 0.05% | −154,725−96.9% | Reduced |
| Curat Global, LLC | 4,970 | $1.84M | 1.81% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 4,970 | $1.84M | 0.20% | +6+0.1% | Added |
| 4J Wealth Management LLC | 4,974 | $1.84M | 1.05% | +120+2.5% | Added |
| Storen Legacy Partners, LLC | 4,974 | $1.84M | 0.58% | −5−0.1% | Reduced |
| Acorn Financial Advisory Services Inc | 4,977 | $1.84M | 0.25% | −4,505−47.5% | Reduced |
| Harvest Investment Services, LLC | 4,978 | $1.84M | 0.34% | −56−1.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,980 | $1.84M | 0.91% | −217−4.2% | Reduced |
| Kopp Family Office, LLC | 4,981 | $1.84M | 1.27% | −3,489−41.2% | Reduced |
| AlphaGrep UK Ltd | 4,982 | $1.84M | 0.54% | +1,844+58.8% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 4,982 | $1.84M | 2.82% | −728−12.7% | Reduced |
| Xcel Wealth Management, LLC | 4,991 | $1.85M | 0.51% | +246+5.2% | Added |
| Basepoint Wealth LLC | 4,992 | $1.85M | 1.06% | +867+21.0% | Added |
| Essential Planning, LLC. | 4,994 | $1.85M | 0.59% | −19−0.4% | Reduced |
| Doheny Asset Management | 4,995 | $1.85M | 1.21% | −1,266−20.2% | Reduced |
| Partners Wealth Management, LLC | 4,997 | $1.85M | 1.91% | +56+1.1% | Added |
| Littlejohn Financial Services, Inc. | 4,998 | $1.85M | 1.39% | +614+14.0% | Added |
| Gruss & Co., LLC | 5,000 | $1.85M | 4.32% | −1,000−16.7% | Reduced |
| Opus Investment Management Inc | 5,000 | $1.85M | 1.10% | 00.0% | Unchanged |
| Andrew Hill Investment Advisors, Inc. | 5,000 | $1.85M | 1.65% | −7,620−60.4% | Reduced |
| BXM Wealth LLC | 5,001 | $1.85M | 1.43% | −111,309−95.7% | Reduced |
| VSM Wealth Advisory, LLC | 5,014 | $1.86M | 0.56% | −1,410−21.9% | Reduced |
| BDFS Capital LLC | 5,023 | $1.86M | 0.89% | +141+2.9% | Added |
| Portfolio Strategies, Inc. | 5,024 | $1.86M | 0.23% | +1,140+29.4% | Added |
| Connective Portfolio Management, LLC | 5,024 | $1.86M | 5.04% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 5,032 | $1.86M | 0.07% | +255+5.3% | Added |
| Ulland Investment Advisors, LLC | 5,041 | $1.87M | 1.60% | +75+1.5% | Added |
| Eagle Harbor Asset Management Inc | 5,044 | $1.87M | 1.60% | +101+2.0% | Added |
| Tobias Financial Advisors, Inc. | 5,045 | $1.87M | 0.26% | −1,953−27.9% | Reduced |
| Clune & Associates, Ltd. | 5,048 | $1.87M | 0.35% | +246+5.1% | Added |
| Great Waters Wealth Management | 5,059 | $1.87M | 0.20% | +150+3.1% | Added |
| Cassia Capital Partners, LLC | 5,062 | $1.87M | 0.96% | +426+9.2% | Added |
| Myriad Asset Management US LP | 5,062 | $1.87M | 2.81% | −504−9.1% | Reduced |
| Goldstream Capital Management Ltd | 5,063 | $1.87M | 2.79% | −46,740−90.2% | Reduced |
| Wilkerson Advisory Group LLC | 5,065 | $1.88M | 0.64% | −1,115−18.0% | Reduced |
| Brown Wealth Management, LLC | 5,072 | $1.88M | 0.48% | +596+13.3% | Added |
| Flagstone Financial Management | 5,076 | $1.88M | 0.47% | −79−1.5% | Reduced |
| Landing Point Financial Group, LLC | 5,078 | $1.88M | 0.91% | +92+1.8% | Added |
| Wealth Advisors of Iowa, LLC | 5,083 | $1.88M | 0.58% | −519−9.3% | Reduced |
| Sidoxia Capital Management, LLC | 5,086 | $1.88M | 1.63% | +5,086 | New |
| apricus wealth, LLC | 5,087 | $1.88M | 0.92% | +80+1.6% | Added |
| Windsor Capital Management, LLC | 5,091 | $1.88M | 0.53% | +218+4.5% | Added |
| TAGStone Capital, Inc. | 5,096 | $1.89M | 0.67% | +2,488+95.4% | Added |
| TLWM | 5,098 | $1.89M | 0.34% | +204+4.2% | Added |
| Instrumental Wealth, LLC | 5,099 | $1.89M | 1.16% | +1,764+52.9% | Added |
| IronBridge Private Wealth, LLC | 5,104 | $1.89M | 0.61% | −5,377−51.3% | Reduced |
| Petix & Botte Co | 2,542 | $1.89M | 0.42% | −2,438−49.0% | Reduced |
| Mindset Wealth Management, LLC | 5,109 | $1.89M | 0.51% | +194+3.9% | Added |
| Sage Capital Management, LLC | 5,113 | $1.89M | 0.89% | +9+0.2% | Added |
| Asset Planning,Inc | 5,116 | $1.89M | 1.35% | +376+7.9% | Added |
| Seldon Capital LP | 5,126 | $1.90M | 0.70% | 00.0% | Unchanged |
| OxenFree Capital LLC | 4,615 | $1.90M | 0.92% | +66+1.5% | Added |
| Prairie Wealth Advisors, Inc. | 0 | $1.90M | 0.82% | 0 | Unchanged |
| Cowa, LLC | 5,131 | $1.90M | 0.51% | −23−0.4% | Reduced |
| Continental Investors Services, Inc. | 4,604 | $1.90M | 1.80% | +1,018+28.4% | Added |
| CJM Wealth Advisers, Ltd. | 5,134 | $1.90M | 0.58% | +251+5.1% | Added |
| IMZ Advisory Inc | 5,143 | $1.90M | 0.72% | +55+1.1% | Added |
| Sunrise Financial Services, LLC | 5,144 | $1.90M | 1.35% | −666−11.5% | Reduced |
| Code Waechter LLC | 5,147 | $1.91M | 1.13% | +362+7.6% | Added |
| Jacksonville Wealth Management, LLC | 5,154 | $1.91M | 1.29% | +51+1.0% | Added |
| Center for Wealth Management Advisory | 5,158 | $1.91M | 1.37% | +508+10.9% | Added |
| Pin Oak Investment Advisors Inc | 5,160 | $1.91M | 1.35% | +823+19.0% | Added |
| Mayar Capital Ltd. | 5,160 | $1.91M | 2.28% | +5,160 | New |
| Capital Squared Financial LLC | 5,173 | $1.91M | 1.46% | +9+0.2% | Added |
| Ares Financial Consulting, LLC | 5,200 | $1.92M | 1.51% | +1,568+43.2% | Added |
| Cohen & Steers, Inc. | 5,200 | $1.93M | 0.00% | 00.0% | Unchanged |
| Elm Partners Management LLC | 5,364 | $1.93M | 0.08% | +33+0.6% | Added |
| Fountainhead AM, LLC | 5,203 | $1.93M | 1.73% | +4,054+352.8% | Added |
| Prodigy Asset Management LLC | 5,203 | $1.93M | 0.64% | +130+2.6% | Added |
| Parkwoods Wealth Partners, LLC | 5,221 | $1.93M | 0.47% | +246+4.9% | Added |
| Vilga Financial Planning LLC | 5,226 | $1.93M | 1.73% | −300−5.4% | Reduced |
| Tealwood Asset Management Inc | 5,227 | $1.94M | 0.88% | +262+5.3% | Added |
| B&D White Capital Company, LLC | 5,237 | $1.94M | 0.24% | −762−12.7% | Reduced |
| Southern Michigan Bank & Trust | 5,239 | $1.94M | 0.74% | +5,239 | New |
| Precision Wealth Strategies, LLC | 5,245 | $1.94M | 0.64% | −642−10.9% | Reduced |
| Geneva Capital Management LLC | 5,262 | $1.95M | 0.04% | −1,011−16.1% | Reduced |
| Stonebridge Financial Planning Group, LLC | 5,268 | $1.95M | 0.72% | −314−5.6% | Reduced |
| Tolleson Wealth Management, Inc. | 5,269 | $1.95M | 0.28% | −28−0.5% | Reduced |
| First Growth Capital LLC | 5,292 | $1.95M | 1.77% | −53−1.0% | Reduced |
| Stronghold Wealth Management L.L.C. | 5,283 | $1.96M | 2.96% | +10.0% | Added |
| Rezny Wealth Management, Inc. | 5,285 | $1.96M | 0.42% | +10.0% | Added |
| Shelton Wealth Management, LLC | 5,287 | $1.96M | 0.86% | +605+12.9% | Added |
| Essential Partners LLC | 5,289 | $1.96M | 0.66% | +2,884+119.9% | Added |
| Endowment Wealth Management, Inc. | 5,297 | $1.96M | 0.87% | +37+0.7% | Added |
| MOR Wealth Management, LLC | 5,300 | $1.96M | 0.90% | +17+0.3% | Added |
| Wealth Management Nebraska | 5,311 | $1.97M | 0.20% | −58−1.1% | Reduced |
| Smart Portfolios, LLC | 5,316 | $1.97M | 1.96% | +175+3.4% | Added |