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 |
|---|---|---|---|---|---|
| IFG Advisors, LLC | 6,279 | $2.32M | 0.38% | −12−0.2% | Reduced |
| Alliance Wealth Management Group | 6,300 | $2.33M | 0.51% | −212−3.3% | Reduced |
| Warther Private Wealth, LLC | 6,304 | $2.33M | 0.55% | −1,058−14.4% | Reduced |
| Collective Family Office LLC | 6,305 | $2.33M | 0.53% | −49−0.8% | Reduced |
| Charter Research & Investment Group, Inc. | 6,307 | $2.33M | 1.56% | 00.0% | Unchanged |
| Redwood Family Wealth LLC | 6,308 | $2.34M | 2.29% | −1,367−17.8% | Reduced |
| Corrado Advisors, LLC | 6,314 | $2.34M | 1.22% | +4,181+196.0% | Added |
| Fortitude Family Office, LLC | 6,325 | $2.34M | 0.53% | −969−13.3% | Reduced |
| TFB Advisors LLC | 6,336 | $2.35M | 1.23% | −1,941−23.5% | Reduced |
| Retirement Income Solutions, Inc | 6,336 | $2.35M | 0.40% | −112−1.7% | Reduced |
| Potomac Fund Management Inc | 6,344 | $2.35M | 0.08% | +183+3.0% | Added |
| WealthCollab, LLC | 6,360 | $2.35M | 0.97% | −3,081−32.6% | Reduced |
| Birchcreek Wealth Management, LLC | 6,365 | $2.36M | 1.13% | +7+0.1% | Added |
| Kelly Lawrence W & Associates Inc | 6,365 | $2.36M | 0.66% | −45−0.7% | Reduced |
| ZRC Wealth Management, LLC | 6,368 | $2.36M | 0.84% | +87+1.4% | Added |
| Retirement Capital Strategies | 6,369 | $2.36M | 0.89% | +28+0.4% | Added |
| Wood Tarver Financial Group, LLC | 6,370 | $2.36M | 0.65% | +331+5.5% | Added |
| Grant Street Asset Management, Inc. | 6,372 | $2.36M | 0.45% | +47+0.7% | Added |
| Per Stirling Capital Management, LLC. | 6,375 | $2.36M | 0.26% | +66+1.0% | Added |
| WestHill Financial Advisors, Inc. | 6,376 | $2.36M | 0.45% | −156−2.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 6,385 | $2.36M | 0.20% | +40+0.6% | Added |
| One Charles Private Wealth Services, LLC | 6,391 | $2.37M | 0.59% | −106−1.6% | Reduced |
| Prosperity Bancshares Inc | 6,393 | $2.37M | 1.90% | −1,597−20.0% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 6,399 | $2.37M | 0.02% | −448−6.5% | Reduced |
| Donalies Financial Planning, LLC | 6,400 | $2.37M | 2.02% | −90−1.4% | Reduced |
| McLaughlin Asset Management, Inc. | 6,402 | $2.37M | 2.27% | −1,927−23.1% | Reduced |
| Shira Ridge Wealth Management | 6,410 | $2.37M | 0.94% | +65+1.0% | Added |
| Yarger Wealth Strategies, LLC | 6,412 | $2.37M | 0.96% | +144+2.3% | Added |
| Landmark Wealth Management, LLC | 6,414 | $2.37M | 0.64% | +5,242+447.3% | Added |
| Tributary Capital Management, LLC | 6,415 | $2.37M | 0.23% | −155−2.4% | Reduced |
| Financial Management Professionals, Inc. | 6,420 | $2.38M | 0.27% | +114+1.8% | Added |
| Kennedy Investment Group | 6,420 | $2.38M | 0.93% | +40+0.6% | Added |
| Fiduciary Planning LLC | 6,421 | $2.38M | 0.72% | +9+0.1% | Added |
| Anfield Capital Management, LLC | 6,427 | $2.38M | 0.65% | +2,229+53.1% | Added |
| Atlas Private Wealth Advisors | 6,432 | $2.38M | 0.56% | −434−6.3% | Reduced |
| Pathway Wealth Management LLC | 6,440 | $2.38M | 2.25% | +75+1.2% | Added |
| Arbor Capital Management Inc | 6,201 | $2.38M | 1.95% | +907+17.1% | Added |
| BCS Wealth Management | 6,452 | $2.39M | 0.49% | −9,112−58.5% | Reduced |
| HighVista Strategies LLC | 6,457 | $2.39M | 0.66% | −80−1.2% | Reduced |
| Palacios Wealth Management, LLC | 5,862 | $2.39M | 1.50% | +792+15.6% | Added |
| Arlington Financial Advisors, LLC | 6,466 | $2.39M | 0.34% | −655−9.2% | Reduced |
| Tandem Investment Partners LLC | 6,467 | $2.39M | 2.03% | +330+5.4% | Added |
| Financial Advisors Network, Inc. | 6,470 | $2.39M | 0.33% | +434+7.2% | Added |
| Artemis Wealth Advisors, LLC | 6,472 | $2.40M | 0.36% | −27,386−80.9% | Reduced |
| FOCUS Wealth Advisors, LLC | 6,477 | $2.40M | 1.17% | −223−3.3% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 6,484 | $2.40M | 1.19% | +181+2.9% | Added |
| Security Financial Services, INC. | 6,484 | $2.40M | 0.38% | −130−2.0% | Reduced |
| Round Hill Asset Management | 6,488 | $2.40M | 1.57% | −106−1.6% | Reduced |
| LFA - Lugano Financial Advisors SA | 6,493 | $2.40M | 1.22% | +115+1.8% | Added |
| Wolff Financial Management LLC | 6,493 | $2.40M | 0.53% | +10.0% | Added |
| Three Bridge Wealth Advisors, LLC | 6,494 | $2.40M | 0.66% | +216+3.4% | Added |
| X-Square Capital, LLC | 6,495 | $2.40M | 0.81% | +357+5.8% | Added |
| V2 Financial group LLC | 6,495 | $2.40M | 1.12% | +808+14.2% | Added |
| Lavaca Capital LLC | 6,498 | $2.41M | 0.45% | −3,053−32.0% | Reduced |
| 9823 Capital, L.P. | 6,500 | $2.41M | 1.82% | −107−1.6% | Reduced |
| Worthington Financial Partners, LLC | 6,503 | $2.41M | 2.07% | +217+3.5% | Added |
| Signature Equity Partners, LLC | 6,508 | $2.41M | 1.29% | +613+10.4% | Added |
| Aspen Wealth Strategies, LLC | 6,512 | $2.41M | 1.30% | +180+2.8% | Added |
| Moment Partners, LLC | 6,513 | $2.41M | 0.43% | −134−2.0% | Reduced |
| PSI Advisors, LLC | 6,517 | $2.41M | 0.58% | +168+2.6% | Added |
| Total Wealth Planning & Management, Inc. | 6,531 | $2.42M | 1.92% | +100+1.6% | Added |
| KG&L Capital Management,LLC | 6,539 | $2.42M | 1.73% | −23,500−78.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 6,536 | $2.42M | 0.72% | +257+4.1% | Added |
| DecisionPoint Financial, LLC | 6,543 | $2.42M | 0.52% | +43+0.7% | Added |
| Prakash Investment Advisors LLC | 6,543 | $2.42M | 2.05% | −500−7.1% | Reduced |
| Vivid Wealth Management, LLC | 6,549 | $2.42M | 0.98% | +175+2.7% | Added |
| Cooper/Haims Advisors, LLC | 6,552 | $2.43M | 1.14% | −525−7.4% | Reduced |
| KDT Advisors, LLC | 6,553 | $2.43M | 3.86% | −1,672−20.3% | Reduced |
| Carter Financial Group, INC. | 6,558 | $2.43M | 1.50% | −392−5.6% | Reduced |
| Sunflower Bank, N.A. | 6,558 | $2.43M | 0.62% | −715−9.8% | Reduced |
| Inspirion Wealth Advisors, LLC | 6,562 | $2.43M | 0.30% | +673+11.4% | Added |
| Jefferson Bridge Capital, LLC | 6,564 | $2.43M | 2.41% | −61−0.9% | Reduced |
| Francis Financial, Inc. | 6,577 | $2.43M | 0.45% | −162−2.4% | Reduced |
| Ade, LLC | 6,579 | $2.44M | 1.17% | −103−1.5% | Reduced |
| Sharpepoint LLC | 6,588 | $2.44M | 1.45% | +1,767+36.7% | Added |
| Vista Private Wealth Partners. LLC | 5,876 | $2.44M | 0.84% | −324−5.2% | Reduced |
| Cypress Point Wealth Management, LLC | 6,595 | $2.44M | 0.53% | +4,777+262.8% | Added |
| Philadelphia Investment Partners, LLC | 6,611 | $2.45M | 1.66% | +6,611 | New |
| Kellett Schaffner Wealth Advisors LLC | 6,614 | $2.45M | 1.33% | −823−11.1% | Reduced |
| Meridian Management Co | 6,623 | $2.45M | 0.61% | +6,087+1,135.6% | Added |
| Fearless Solutions, LLC dba Best Invest | 6,628 | $2.45M | 1.48% | +74+1.1% | Added |
| Ssi Investment Management LLC | 6,643 | $2.46M | 0.17% | 00.0% | Unchanged |
| Innova Wealth Partners | 6,649 | $2.46M | 1.17% | +114+1.7% | Added |
| Hofer & Associates. Inc | 6,650 | $2.46M | 1.32% | +243+3.8% | Added |
| Burkett Financial Services, LLC | 6,650 | $2.46M | 0.84% | +45+0.7% | Added |
| JMN Financial LLC | 6,654 | $2.46M | 2.42% | −943−12.4% | Reduced |
| Genesis Private Wealth, LLC | 6,663 | $2.47M | 0.78% | −407−5.8% | Reduced |
| Meridian Financial, LLC | 6,673 | $2.47M | 1.35% | −504−7.0% | Reduced |
| Doliver Advisors, LP | 6,677 | $2.47M | 0.56% | −138−2.0% | Reduced |
| Eldridge Investment Advisors, Inc. | 6,680 | $2.47M | 0.54% | −458−6.4% | Reduced |
| Magnolia Capital Management Ltd | 6,681 | $2.47M | 1.67% | +172+2.6% | Added |
| Eagle Wealth Strategies LLC | 6,686 | $2.48M | 1.09% | +117+1.8% | Added |
| Gsa Capital Partners LLP | 6,692 | $2.48M | 0.15% | −294−4.2% | Reduced |
| Inspire Advisors, LLC | 6,693 | $2.48M | 0.20% | +1,329+24.8% | Added |
| RD Lewis Holdings, Inc. | 6,642 | $2.48M | 2.15% | −83−1.2% | Reduced |
| RoundAngle Advisors LLC | 6,697 | $2.48M | 1.85% | +182+2.8% | Added |
| Cpwa, LLC | 6,012 | $2.48M | 2.96% | +6,012 | New |
| Sherman Asset Management, Inc. | 6,706 | $2.48M | 2.28% | −594−8.1% | Reduced |
| Kennon-Green & Company, LLC | 6,706 | $2.48M | 2.03% | +73+1.1% | Added |
| Fell Capital Management | 6,712 | $2.48M | 2.37% | −63−0.9% | Reduced |