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; 6,247 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
- 6,237
- +13 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
- 231
- 3,259 more added
- Sold out
- 218
- 2,425 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Share Andrew L. | 575 | $212.8K | 0.10% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 581 | $215.1K | 0.09% | +10+1.8% | Added |
| Archer Investment Management, LLC | 584 | $216.2K | 0.09% | −169−22.4% | Reduced |
| Courage Miller Partners, LLC | 584 | $216.2K | 0.06% | +1+0.2% | Added |
| Aurelius Family Office LLC | 594 | $219.9K | 0.10% | 00.0% | Unchanged |
| Gutierrez Wealth Advisory, LLC | 594 | $220.0K | 0.14% | −286−32.5% | Reduced |
| Reality Financial Planning Services, LLC | 596 | $220.6K | 0.21% | −9−1.5% | Reduced |
| Sky-Mountain Capital Management, Inc. | 596 | $220.6K | 0.16% | −23−3.7% | Reduced |
| Luminist Capital LLC | 598 | $221.5K | 0.29% | +45+8.1% | Added |
| Rye Brook Capital LLC | 600 | $222.0K | 0.20% | 00.0% | Unchanged |
| Sbe LLC Dba Cedar Cove Wealth Partners | 607 | $224.7K | 0.12% | −3−0.5% | Reduced |
| Adirondack Capital Advisors, LLC | 607 | $224.8K | 0.14% | +40+7.1% | Added |
| Keating Investment Counselors Inc | 608 | $225.1K | 0.06% | −250−29.1% | Reduced |
| Cambridge Capital Management, LLC | 611 | $226.0K | 0.10% | +12+2.0% | Added |
| Standard Family Office LLC | 616 | $228.0K | 0.24% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 628 | $232.6K | 0.12% | −95−13.1% | Reduced |
| Fischer Investment Strategies, LLC | 632 | $233.8K | 0.14% | −65−9.3% | Reduced |
| Hanseatic Management Services Inc | 632 | $233.9K | 0.22% | +632 | New |
| Rareview Capital LLC | 471 | $234.2K | 0.14% | 00.0% | Unchanged |
| Carter Financial, LLC | 634 | $234.7K | 0.20% | 00.0% | Unchanged |
| JDM Financial Group LLC | 635 | $235.1K | 0.09% | +106+20.0% | Added |
| Capital Wealth Management, LLC | 635 | $235.1K | 0.06% | −189−22.9% | Reduced |
| Orcam Financial Group | 636 | $235.4K | 0.17% | +36+6.0% | Added |
| swisspartners Advisors Ltd | 640 | $235.6K | 0.15% | 00.0% | Unchanged |
| Perspective Wealth Advisors LLC | 639 | $236.6K | 0.15% | +161+33.7% | Added |
| Elite Financial, Inc. | 641 | $237.0K | 0.11% | 00.0% | Unchanged |
| Ballast Financial Advisors LLC | 641 | $237.3K | 0.24% | +14+2.2% | Added |
| Bluefin Capital Management, LLC | 645 | $238.8K | 0.23% | +645 | New |
| Arlington Partners LLC | 645 | $238.8K | 0.48% | +645 | New |
| Arrien Investments, Inc. | 649 | $240.2K | 0.13% | +75+13.1% | Added |
| Longview Financial Advisors LLC | 649 | $240.2K | 0.13% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 654 | $242.0K | 0.06% | −180−21.6% | Reduced |
| Fidato Wealth LLC | 655 | $242.5K | 0.16% | +114+21.1% | Added |
| Flagship Private Wealth, LLC | 660 | $244.3K | 0.10% | −45−6.4% | Reduced |
| Ariston Services Group | 0 | $244.3K | 0.15% | −514−100.0% | Reduced |
| Laurel Wealth Planning LLC | 661 | $244.7K | 0.13% | +86+15.0% | Added |
| Lee Johnson Capital Management, LLC | 662 | $244.9K | 0.09% | −3−0.5% | Reduced |
| 1 North Wealth Services LLC | 663 | $245.5K | 0.09% | +70+11.8% | Added |
| J2 Capital Management Inc | 664 | $245.8K | 0.17% | −48−6.7% | Reduced |
| Five Pine Wealth Management | 664 | $245.8K | 0.15% | −99−13.0% | Reduced |
| Yardley Wealth Management LLC | 666 | $246.7K | 0.13% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 671 | $248.4K | 0.15% | −2,360−77.9% | Reduced |
| Interactive Financial Advisors | 674 | $249.5K | 0.16% | +145+27.4% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 676 | $250.2K | 0.17% | +676 | New |
| Stapp Wealth Management, PLLC | 676 | $250.2K | 0.32% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 677 | $250.6K | 0.05% | +2+0.3% | Added |
| Schwallier Wealth Management LLC | 678 | $251.0K | 0.18% | +7+1.0% | Added |
| Dravo Bay LLC | 678 | $251.1K | 0.10% | −15−2.2% | Reduced |
| Safir Wealth Advisors, LLC | 680 | $251.7K | 0.18% | −326−32.4% | Reduced |
| Virginia Estate & Retirement Planning Advisors Inc. | 684 | $253.2K | 1.12% | +684 | New |
| eCIO, Inc. | 684 | $253.3K | 0.11% | +10+1.5% | Added |
| Applied Capital LLC | 685 | $253.6K | 0.09% | −106−13.4% | Reduced |
| Solutions 4 Wealth, Ltd | 688 | $254.7K | 0.38% | −8−1.1% | Reduced |
| Guardian Wealth Management, Inc. | 693 | $256.5K | 0.14% | −241−25.8% | Reduced |
| Westend Capital Management, LLC | 695 | $257.3K | 0.08% | −12−1.7% | Reduced |
| Plus Group Wealth Advisors LLC | 698 | $258.4K | 0.28% | +36+5.4% | Added |
| Demming Financial Services Corp | 699 | $258.8K | 0.19% | −54−7.2% | Reduced |
| Rivernorth Capital Management, LLC | 706 | $261.3K | 0.01% | +706 | New |
| BCU Wealth Advisors, LLC | 710 | $262.8K | 0.10% | 00.0% | Unchanged |
| 5th Street Advisors, LLC | 710 | $262.8K | 0.11% | −266−27.3% | Reduced |
| Inlight Wealth Management, LLC | 711 | $263.3K | 0.10% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 714 | $264.4K | 0.11% | +23+3.3% | Added |
| Holcombe Financial, Inc. | 715 | $264.7K | 0.16% | +23+3.3% | Added |
| Mycio Wealth Partners, LLC | 718 | $265.8K | 0.05% | +12+1.7% | Added |
| Envision Financial Planning, LLC | 718 | $265.8K | 0.10% | −8−1.1% | Reduced |
| St. Louis Trust Co | 720 | $266.5K | 0.03% | −836−53.7% | Reduced |
| IFC & Insurance Marketing, Inc. | 721 | $266.7K | 0.28% | +45+6.7% | Added |
| Cornerstone Management, Inc. | 721 | $267.0K | 0.04% | −14−1.9% | Reduced |
| NDWM LLC | 723 | $267.6K | 0.17% | −110−13.2% | Reduced |
| Base Wealth Management LLC | 723 | $267.7K | 0.15% | −1,053−59.3% | Reduced |
| ASB Consultores, LLC | 654 | $269.0K | 0.90% | +654 | New |
| Troutman Wealth Management, LLC | 728 | $269.4K | 0.22% | +33+4.7% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 728 | $269.5K | 0.11% | 00.0% | Unchanged |
| JBGlobal.com LLC | 732 | $271.0K | 0.27% | 00.0% | Unchanged |
| City Center Advisors, LLC | 733 | $271.4K | 0.25% | −374−33.8% | Reduced |
| Hershey Financial Advisers, LLC | 736 | $272.4K | 0.24% | −261−26.2% | Reduced |
| Rochester Wealth Strategies, LLC | 736 | $272.5K | 0.17% | +36+5.1% | Added |
| Keenan, LLC | 737 | $272.7K | 0.23% | +103+16.2% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 737 | $272.8K | 0.00% | +48+7.0% | Added |
| Private Wealth Advisors | 738 | $273.4K | 0.08% | +12+1.7% | Added |
| Life Planning Partners, Inc | 739 | $273.4K | 0.21% | +213+40.5% | Added |
| Eqis Capital Management, Inc. | 739 | $273.8K | 0.08% | +115+18.4% | Added |
| Equity Wealth Partners, LLC | 747 | $276.4K | 0.18% | −101−11.9% | Reduced |
| Graetz Wealth LLC | 750 | $277.6K | 0.25% | +127+20.4% | Added |
| Mendota Financial Group, LLC | 751 | $278.0K | 0.21% | −228−23.3% | Reduced |
| Fullerton Advisors, LLC | 751 | $278.2K | 0.29% | +44+6.2% | Added |
| Keystone Financial Services, LLC | 753 | $278.7K | 0.19% | +67+9.8% | Added |
| Kennicott Capital Management LLC | 755 | $279.5K | 0.15% | 00.0% | Unchanged |
| Peak Wealth Management LLC | 758 | $280.5K | 0.23% | −6−0.8% | Reduced |
| NorthLanding Financial Partners, LLC | 761 | $281.6K | 0.23% | 00.0% | Unchanged |
| Sullivan Wood Capital Management LLC | 762 | $282.1K | 0.49% | +55+7.8% | Added |
| Kieckhefer Group LLC | 762 | $282.1K | 0.13% | +312+69.3% | Added |
| Pzena Investment Management LLC | 762 | $282.1K | 0.00% | +762 | New |
| Magnetar Financial LLC | 786 | $282.1K | 0.00% | −445−36.1% | Reduced |
| Guardian Wealth Management, LLC | 765 | $283.2K | 0.09% | +23+3.1% | Added |
| Causeway Capital Management LLC | 772 | $285.8K | 0.00% | −193−20.0% | Reduced |
| SWP Financial LLC | 772 | $285.8K | 0.15% | −20−2.5% | Reduced |
| Ridgeline Wealth, LLC | 772 | $285.9K | 0.20% | +28+3.8% | Added |
| Clarity Asset Management, Inc. | 772 | $285.9K | 0.14% | +1+0.1% | Added |
| Oxford Asset Management LLP | 775 | $286.9K | 0.12% | +775 | New |