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 |
|---|---|---|---|---|---|
| 360 Financial, Inc. | 5,319 | $1.97M | 0.59% | −14−0.3% | Reduced |
| WMS Group LLC | 5,320 | $1.97M | 2.86% | +2,234+72.4% | Added |
| Private Capital Advisors, Inc. | 5,329 | $1.97M | 0.23% | +980+22.5% | Added |
| Orgel Wealth Management, LLC | 5,330 | $1.97M | 0.04% | +133+2.6% | Added |
| MFA Wealth Services | 5,339 | $1.98M | 1.31% | +182+3.5% | Added |
| Helen Stephens Group, LLC | 5,344 | $1.98M | 0.39% | +484+10.0% | Added |
| Planned Solutions, Inc. | 5,353 | $1.98M | 0.65% | −285−5.1% | Reduced |
| Rocky Mountain Advisers, LLC | 5,354 | $1.98M | 0.57% | −70−1.3% | Reduced |
| TrueWealth Advisors, LLC | 5,358 | $1.98M | 0.50% | +139+2.7% | Added |
| Ruggaard & Associates LLC | 5,359 | $1.98M | 0.79% | +3+0.1% | Added |
| Kraft, Davis & Associates, LLC | 4,877 | $1.99M | 0.42% | −295−5.7% | Reduced |
| BNB Wealth Management, LLC | 5,367 | $1.99M | 1.28% | −512−8.7% | Reduced |
| Pachira Investments Inc. | 5,369 | $1.99M | 0.93% | +618+13.0% | Added |
| Painted Porch Advisors LLC | 5,389 | $1.99M | 0.95% | −218−3.9% | Reduced |
| Advisortrust Partners, LLC | 5,390 | $2.00M | 0.83% | −229−4.1% | Reduced |
| Centerpoint Advisory Group | 5,390 | $2.00M | 1.50% | −14−0.3% | Reduced |
| Mainstream Capital Management LLC | 5,393 | $2.00M | 1.34% | +84+1.6% | Added |
| PlanVest Financial, Inc | 5,400 | $2.00M | 1.52% | +5,400 | New |
| Thompson David Blair | 5,411 | $2.00M | 1.15% | +44+0.8% | Added |
| Financial Freedom, LLC | 5,411 | $2.00M | 1.00% | +117+2.2% | Added |
| Invested Advisors | 5,414 | $2.00M | 2.02% | −120−2.2% | Reduced |
| Investmark Advisory Group LLC | 5,415 | $2.00M | 0.86% | −132−2.4% | Reduced |
| BayBridge Capital Group, LLC | 4,151 | $2.01M | 1.24% | 00.0% | Unchanged |
| Cedarwood Wealth LLC | 5,433 | $2.01M | 2.03% | +1,207+28.6% | Added |
| Greenline Wealth Management LLC | 5,433 | $2.01M | 2.32% | +390+7.7% | Added |
| J Hagan Capital, Inc. | 5,436 | $2.01M | 1.09% | +705+14.9% | Added |
| Hilltop Wealth Advisors, LLC | 5,442 | $2.01M | 1.21% | −4,526−45.4% | Reduced |
| Atwood & Palmer Inc | 5,442 | $2.01M | 0.11% | +740+15.7% | Added |
| Sankala Group LLC | 5,607 | $2.02M | 1.65% | −108−1.9% | Reduced |
| Kaydan Wealth Management, Inc. | 5,444 | $2.02M | 0.67% | +159+3.0% | Added |
| Gator Capital Management, LLC | 5,445 | $2.02M | 0.43% | −668−10.9% | Reduced |
| Quantum Financial Planning Services, Inc. | 5,456 | $2.02M | 0.72% | +320+6.2% | Added |
| Continuum Wealth Advisors, LLC | 5,463 | $2.02M | 0.84% | −100−1.8% | Reduced |
| CMG Global Holdings, LLC | 5,464 | $2.02M | 0.96% | −26−0.5% | Reduced |
| Level Wealth Management LLC | 5,471 | $2.03M | 0.95% | −20.0% | Reduced |
| Campion Asset Management LLC | 5,478 | $2.03M | 1.38% | −54−1.0% | Reduced |
| Taylor Securities Services, Inc. | 5,479 | $2.03M | 0.95% | +70+1.3% | Added |
| Lord & Richards Wealth Management, LLC | 5,479 | $2.03M | 1.78% | +1,573+40.3% | Added |
| Jeter Robert S II | 4,889 | $2.03M | 2.02% | +4,889 | New |
| Pacific Sun Financial Corp | 5,487 | $2.03M | 0.98% | +521+10.5% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 5,492 | $2.03M | 1.09% | +125+2.3% | Added |
| Johnson & White Wealth Management, LLC | 5,499 | $2.04M | 0.86% | −265−4.6% | Reduced |
| Capital Management Associates | 5,500 | $2.04M | 3.38% | 00.0% | Unchanged |
| Cathy Pareto & Associates, Inc | 5,504 | $2.04M | 1.37% | +141+2.6% | Added |
| Nautilus Advisors LLC | 5,504 | $2.04M | 1.40% | +525+10.5% | Added |
| My Purposeful Wealth Corp. | 5,504 | $2.04M | 0.49% | +120+2.2% | Added |
| Strategic Investment Solutions, Inc. | 5,781 | $2.04M | 0.49% | −642−10.0% | Reduced |
| Westshore Wealth, LLC | 5,511 | $2.04M | 0.72% | −662−10.7% | Reduced |
| Gilpin Wealth Management, LLC | 5,515 | $2.04M | 1.62% | −82−1.5% | Reduced |
| Bell Investment Advisors, Inc | 5,517 | $2.04M | 0.32% | +1,148+26.3% | Added |
| Endeavor Private Wealth, Inc. | 5,533 | $2.04M | 0.59% | −51−0.9% | Reduced |
| MBM Wealth Consultants, LLC | 5,524 | $2.04M | 0.47% | +341+6.6% | Added |
| Retirement Guys Formula LLC | 5,533 | $2.05M | 0.94% | +882+19.0% | Added |
| Riverstone Advisors, LLC | 5,535 | $2.05M | 1.01% | +137+2.5% | Added |
| Cornerstone National Bank & Trust Co | 5,548 | $2.05M | 0.76% | −194−3.4% | Reduced |
| Prescott Group Capital Management, L.L.C. | 5,538 | $2.05M | 0.20% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 5,543 | $2.05M | 0.44% | +26+0.5% | Added |
| Blalock Williams, LLC | 5,544 | $2.05M | 1.59% | −298−5.1% | Reduced |
| Objectivity Squared, LLC | 5,545 | $2.05M | 1.29% | −26−0.5% | Reduced |
| Breakthru Advisory Services, LLC | 5,556 | $2.06M | 3.30% | −331−5.6% | Reduced |
| Magnolia Private Wealth, LLC | 5,556 | $2.06M | 1.37% | +139+2.6% | Added |
| Axq Capital, LP | 5,570 | $2.06M | 0.27% | −416−6.9% | Reduced |
| Capstone Wealth Management Group, LLC | 5,575 | $2.06M | 0.86% | −5,787−50.9% | Reduced |
| Ballast Rock Private Wealth LLC | 5,576 | $2.06M | 1.14% | −2,257−28.8% | Reduced |
| Lipe & Dalton | 5,583 | $2.07M | 1.08% | −138−2.4% | Reduced |
| Elevate Capital Advisors, LLC | 5,588 | $2.07M | 1.34% | −2,932−34.4% | Reduced |
| Peoples Bank | 5,598 | $2.07M | 1.27% | −367−6.2% | Reduced |
| WPG Advisers, LLC | 5,602 | $2.07M | 1.53% | −605−9.7% | Reduced |
| Avion Wealth | 5,610 | $2.08M | 0.43% | +951+20.4% | Added |
| Connecticut Capital Management Group, LLC | 5,611 | $2.08M | 1.96% | −62−1.1% | Reduced |
| Aurora Private Wealth, Inc. | 4,648 | $2.08M | 1.48% | −10.0% | Reduced |
| Reston Wealth Management LLC | 5,629 | $2.08M | 0.64% | −143−2.5% | Reduced |
| Beto Financial Group, LLC | 4,956 | $2.09M | 1.22% | +149+3.1% | Added |
| Meriwether Wealth & Planning, LLC | 5,635 | $2.09M | 1.14% | +672+13.5% | Added |
| Cherrydale Wealth Management, LLC | 5,646 | $2.09M | 0.65% | −837−12.9% | Reduced |
| Vance Wealth, Inc. | 5,647 | $2.09M | 0.60% | +467+9.0% | Added |
| Paulson Wealth Management Inc. | 5,651 | $2.09M | 0.49% | −343−5.7% | Reduced |
| Verus Financial Partners, Inc. | 4,979 | $2.09M | 0.19% | +506+11.3% | Added |
| Next Capital Management LLC | 5,653 | $2.09M | 0.63% | +1,441+34.2% | Added |
| Caerus Investment Advisors, LLC | 5,659 | $2.09M | 0.88% | −482−7.8% | Reduced |
| Expressive Wealth LLC | 5,064 | $2.10M | 2.00% | +369+7.9% | Added |
| Financial Synergies Wealth Advisors, Inc. | 5,668 | $2.10M | 0.20% | +748+15.2% | Added |
| Game Plan Financial Advisors, LLC | 5,674 | $2.10M | 0.95% | −12,228−68.3% | Reduced |
| Antonelli Financial Advisors, LLC | 5,685 | $2.10M | 1.45% | −184−3.1% | Reduced |
| Creekside Partners | 5,687 | $2.11M | 0.87% | −118−2.0% | Reduced |
| Apex Wealth Management, LLC | 5,689 | $2.11M | 1.44% | +1,861+48.6% | Added |
| Carlson Financial, Inc. | 5,690 | $2.11M | 1.24% | +85+1.5% | Added |
| Sun Group Wealth Partners | 5,692 | $2.11M | 1.66% | −15−0.3% | Reduced |
| Broadway Wealth Solutions, Inc. | 5,696 | $2.11M | 1.09% | +817+16.7% | Added |
| Acima Private Wealth, LLC | 5,697 | $2.11M | 0.66% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 5,697 | $2.11M | 1.13% | +1,605+39.2% | Added |
| Stolper Co | 29,873 | $2.11M | 0.70% | +13,936+87.4% | Added |
| Bayban | 5,712 | $2.11M | 1.84% | +89+1.6% | Added |
| Parvin Asset Management, LLC | 5,720 | $2.12M | 1.56% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 5,720 | $2.12M | 0.20% | +4,468+356.9% | Added |
| Wisconsin Wealth Advisors, LLC | 5,721 | $2.12M | 2.08% | +726+14.5% | Added |
| Catalyst Private Wealth, LLC | 5,725 | $2.12M | 1.15% | +819+16.7% | Added |
| Atlas Wealth Partners, LLC | 5,734 | $2.12M | 2.18% | −67−1.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 5,745 | $2.13M | 0.58% | −175−3.0% | Reduced |
| Archvest Wealth Advisors, Inc. | 5,747 | $2.13M | 1.37% | +1,154+25.1% | Added |