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 |
|---|---|---|---|---|---|
| Worth Asset Management, LLC | 5,751 | $2.13M | 0.79% | +1,105+23.8% | Added |
| Newport Capital Group, LLC | 5,752 | $2.13M | 1.30% | +695+13.7% | Added |
| Sterling Group Wealth Management, LLC | 5,758 | $2.13M | 1.01% | +669+13.1% | Added |
| Silverberg Bernstein Capital Management LLC | 5,762 | $2.13M | 1.17% | 00.0% | Unchanged |
| Capstone Wealth Management Group LLC | 5,765 | $2.13M | 1.31% | −513−8.2% | Reduced |
| LVZ Advisors, Inc. | 5,773 | $2.14M | 0.24% | +652+12.7% | Added |
| Claris Advisors, LLC | 5,775 | $2.14M | 0.64% | −910−13.6% | Reduced |
| Selective Wealth Management, Inc. | 5,037 | $2.14M | 0.63% | +189+3.9% | Added |
| Prairiewood Capital, LLC | 5,789 | $2.14M | 0.62% | +1,648+39.8% | Added |
| Optimist Retirement Group LLC | 5,796 | $2.15M | 0.95% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 5,797 | $2.15M | 0.76% | −16,335−73.8% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 5,800 | $2.15M | 1.46% | −71−1.2% | Reduced |
| Discipline Wealth Solutions, LLC | 5,802 | $2.15M | 0.23% | +630+12.2% | Added |
| Client 1st Advisory Group, LLC | 5,816 | $2.15M | 0.65% | +332+6.1% | Added |
| 4WEALTH Advisors, Inc. | 6,007 | $2.16M | 1.84% | +603+11.2% | Added |
| Coquina Private Wealth LLC | 5,827 | $2.16M | 1.73% | +194+3.4% | Added |
| A. D. Beadell Investment Counsel, Inc. | 5,835 | $2.16M | 1.38% | +87+1.5% | Added |
| STAR Financial Bank | 5,833 | $2.16M | 1.02% | −289−4.7% | Reduced |
| RS Crum Inc. | 5,844 | $2.16M | 0.42% | +91+1.6% | Added |
| KFA Private Wealth Group, LLC | 5,858 | $2.17M | 0.52% | −1,641−21.9% | Reduced |
| Watershed Private Wealth LLC | 5,862 | $2.17M | 0.68% | −1,701−22.5% | Reduced |
| Cardinal Strategic Wealth Guidance | 5,862 | $2.17M | 0.57% | −647−9.9% | Reduced |
| Stonekeep Investments, LLC | 5,867 | $2.17M | 1.41% | +436+8.0% | Added |
| Eads & Heald Wealth Management | 5,873 | $2.17M | 1.08% | −55−0.9% | Reduced |
| Market Street Wealth Management Advisors LLC | 5,876 | $2.18M | 0.34% | +27+0.5% | Added |
| Warner Group LLC | 5,880 | $2.18M | 1.42% | +180+3.2% | Added |
| M3 Advisory Group, LLC | 5,880 | $2.18M | 1.34% | −121−2.0% | Reduced |
| Elser Financial Planning, Inc | 5,955 | $2.18M | 0.11% | −81−1.3% | Reduced |
| OneAscent Investment Solutions LLC | 5,898 | $2.18M | 2.18% | +404+7.4% | Added |
| Sunstone Asset Management, L.P. | 5,900 | $2.18M | 2.57% | +1,000+20.4% | Added |
| WMG Financial Advisors, LLC | 5,910 | $2.19M | 0.91% | +458+8.4% | Added |
| Sun Financial Inc | 5,348 | $2.19M | 1.10% | +249+4.9% | Added |
| Crumly & Associates Inc. | 5,924 | $2.19M | 0.46% | +785+15.3% | Added |
| Guided Capital Wealth Management, LLC | 5,933 | $2.20M | 1.45% | +239+4.2% | Added |
| Legacy Wealth Partners, LLC | 5,943 | $2.20M | 0.55% | −629−9.6% | Reduced |
| Cornerstone Planning Group LLC | 5,351 | $2.20M | 0.29% | +484+9.9% | Added |
| Maripau Wealth Management LLC | 5,951 | $2.20M | 0.97% | +567+10.5% | Added |
| Disciplined Investors, L.L.C. | 5,952 | $2.20M | 1.31% | +299+5.3% | Added |
| Beaird Harris Wealth Management, LLC | 5,953 | $2.20M | 0.15% | −360−5.7% | Reduced |
| Cauble & Harre Wealth Management, Inc. | 5,417 | $2.21M | 1.76% | −78−1.4% | Reduced |
| Heritage Investment Group, Inc. | 5,972 | $2.21M | 0.33% | −214−3.5% | Reduced |
| Neumann Capital Management, LLC | 5,972 | $2.21M | 0.65% | +343+6.1% | Added |
| Legacy Financial Group, Inc. | 5,972 | $2.21M | 0.58% | −15−0.3% | Reduced |
| Barden Capital Management, Inc. | 5,973 | $2.21M | 1.89% | −2,692−31.1% | Reduced |
| Mainstay Capital Management LLC | 5,980 | $2.21M | 0.17% | +271+4.7% | Added |
| Acorn Creek Capital LLC | 5,984 | $2.21M | 0.79% | −17−0.3% | Reduced |
| Nolet Wealth Management, LLC | 5,989 | $2.22M | 1.26% | −142−2.3% | Reduced |
| Lakeshore Capital Group, Inc. | 5,994 | $2.22M | 1.81% | +1,719+40.2% | Added |
| Viking Fund Management LLC | 6,000 | $2.22M | 0.23% | 00.0% | Unchanged |
| K2 Principal Fund, L.P. | 6,000 | $2.22M | 0.23% | +6,000 | New |
| Sage Mountain Advisors LLC | 6,021 | $2.23M | 0.16% | −61,759−91.1% | Reduced |
| Legend Capital Advisors LLC | 6,029 | $2.23M | 1.40% | −3,221−34.8% | Reduced |
| Latitude Advisors, LLC | 6,032 | $2.23M | 1.02% | −1,289−17.6% | Reduced |
| Powell Investment Advisors, LLC | 6,034 | $2.23M | 0.77% | +1,977+48.7% | Added |
| Tarbox Family Office, Inc. | 6,035 | $2.23M | 0.36% | −2,600−30.1% | Reduced |
| Cura Wealth Advisors, LLC | 6,046 | $2.24M | 1.00% | −802−11.7% | Reduced |
| Twelve Points Wealth Management LLC | 6,052 | $2.24M | 0.49% | +928+18.1% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 6,052 | $2.24M | 0.26% | +24+0.4% | Added |
| TriaGen Wealth Management LLC | 6,053 | $2.24M | 0.61% | −391−6.1% | Reduced |
| Partnership Wealth Management, LLC | 6,055 | $2.24M | 1.71% | −2,573−29.8% | Reduced |
| Evansbrook LLC | 6,060 | $2.24M | 1.50% | +77+1.3% | Added |
| Cascade Investment Group, Inc. | 6,061 | $2.24M | 1.48% | +69+1.2% | Added |
| Westfuller Advisors, LLC | 6,068 | $2.25M | 0.97% | −648−9.6% | Reduced |
| Shepherd Street Advisors LLC | 6,074 | $2.25M | 2.22% | +42+0.7% | Added |
| Check Capital Management Inc | 6,079 | $2.25M | 0.14% | −47−0.8% | Reduced |
| Tennessee Valley Asset Management Partners | 6,082 | $2.25M | 0.30% | −360−5.6% | Reduced |
| LifePlan Financial, LLC | 6,087 | $2.25M | 1.67% | +743+13.9% | Added |
| Smart Money Group LLC | 6,088 | $2.25M | 0.66% | +145+2.4% | Added |
| Intrepid Financial Planning Group LLC | 6,090 | $2.25M | 0.91% | −118−1.9% | Reduced |
| KFG Wealth Management, LLC | 6,096 | $2.26M | 0.29% | −30−0.5% | Reduced |
| Safe Harbor Fiduciary, LLC | 6,107 | $2.26M | 2.15% | +227+3.9% | Added |
| Cortland Associates Inc | 6,114 | $2.26M | 0.32% | −113−1.8% | Reduced |
| Arrowroot Family Office, LLC | 6,129 | $2.27M | 0.75% | +250+4.3% | Added |
| Quattro Advisors LLC | 6,132 | $2.27M | 1.97% | +1,147+23.0% | Added |
| PCG Wealth Advisors, LLC | 6,140 | $2.27M | 0.57% | +172+2.9% | Added |
| Blackston Financial Advisory Group, LLC | 6,143 | $2.27M | 1.43% | −613−9.1% | Reduced |
| Hickory Point Bank & Trust | 6,146 | $2.28M | 1.50% | −193−3.0% | Reduced |
| Formulate Financial LLC | 6,149 | $2.28M | 2.81% | −75−1.2% | Reduced |
| Paradigm Capital Management, LLC | 6,160 | $2.28M | 2.09% | +1,168+23.4% | Added |
| Napier Financial, LLC | 6,169 | $2.28M | 0.52% | −986−13.8% | Reduced |
| Meritas Wealth Management, LLC | 6,173 | $2.28M | 1.03% | −8−0.1% | Reduced |
| Global Strategic Investment Solutions, LLC | 6,178 | $2.29M | 0.22% | −2,476−28.6% | Reduced |
| Burns Matteson Capital Management, LLC | 6,178 | $2.29M | 0.89% | −1,891−23.4% | Reduced |
| Merrion Investment Management Co, LLC | 6,180 | $2.29M | 1.23% | −626−9.2% | Reduced |
| Tannin Capital LLC | 6,192 | $2.29M | 1.66% | +780+14.4% | Added |
| Castellan Group, LLC | 6,200 | $2.30M | 0.32% | −10,919−63.8% | Reduced |
| Optivise Advisory Services LLC | 6,207 | $2.30M | 1.39% | −1,000−13.9% | Reduced |
| Strategic Financial Concepts, LLC | 6,168 | $2.30M | 0.57% | +3,749+155.0% | Added |
| Hopwood Financial Services, Inc. | 6,219 | $2.30M | 1.55% | +6+0.1% | Added |
| Illumine Investment Management, LLC | 6,224 | $2.30M | 1.77% | +2,104+51.1% | Added |
| Holistic Financial Partners | 6,224 | $2.30M | 0.86% | −203−3.2% | Reduced |
| Hummer Financial Advisory Services Inc | 6,229 | $2.31M | 1.63% | +20+0.3% | Added |
| WealthTrust Asset Management, LLC | 6,233 | $2.31M | 1.38% | +1,184+23.5% | Added |
| Arwa LLC | 6,186 | $2.31M | 1.14% | +1,212+24.4% | Added |
| Rhodes Investment Advisors Inc | 6,242 | $2.31M | 1.99% | +369+6.3% | Added |
| Junk Investment Group, LLC | 6,247 | $2.31M | 1.21% | +6,247 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,449 | $2.32M | 0.77% | +276+5.3% | Added |
| Howard Bailey Securities, LLC | 6,257 | $2.32M | 0.95% | −596−8.7% | Reduced |
| Clifford Group, LLC | 6,271 | $2.32M | 1.79% | +769+14.0% | Added |
| VERITY Wealth Advisors | 6,279 | $2.32M | 1.55% | 00.0% | Unchanged |