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 |
|---|---|---|---|---|---|
| Macroview Investment Management LLC | 6,722 | $2.49M | 1.74% | +248+3.8% | Added |
| Colter Lewis Investment Partners LLC | 6,729 | $2.49M | 2.34% | +4,329+180.4% | Added |
| Fourth Dimension Wealth, LLC | 6,735 | $2.49M | 0.95% | −233−3.3% | Reduced |
| ESG Planning | 6,751 | $2.50M | 1.09% | +743+12.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 6,757 | $2.50M | 0.00% | −97−1.4% | Reduced |
| Ridgewood Investments LLC | 6,766 | $2.50M | 1.02% | +6,766 | New |
| Lantern Wealth Advisors, LLC | 6,787 | $2.51M | 1.29% | +66+1.0% | Added |
| S. R. Schill & Associates | 6,789 | $2.51M | 1.70% | +129+1.9% | Added |
| Eight 31 Financial LLC | 6,800 | $2.52M | 1.52% | +11+0.2% | Added |
| Alexander Randolph Advisory, Inc. | 6,802 | $2.52M | 2.17% | +186+2.8% | Added |
| Iron Financial, LLC | 6,806 | $2.52M | 1.10% | +331+5.1% | Added |
| Golden Reserve Retirement LLC | 6,810 | $2.52M | 0.52% | −3,723−35.3% | Reduced |
| Andrews Advisory Associates, LLC | 6,812 | $2.52M | 1.33% | +234+3.6% | Added |
| Legacy Capital Group California, Inc. | 6,816 | $2.52M | 0.96% | −3,117−31.4% | Reduced |
| Arlington Trust Co LLC | 6,832 | $2.53M | 0.22% | −1,126−14.1% | Reduced |
| Intrepid Capital Management Inc | 6,842 | $2.53M | 0.97% | +900+15.1% | Added |
| Evolutionary Tree Capital Management, LLC | 6,844 | $2.53M | 4.76% | −9,810−58.9% | Reduced |
| Decker Retirement Planning Inc. | 6,848 | $2.53M | 1.15% | +4,537+196.3% | Added |
| Optimize Financial Inc | 6,852 | $2.54M | 1.25% | +6,852 | New |
| Adkins Seale Capital Management LLC | 6,864 | $2.54M | 2.51% | +917+15.4% | Added |
| Plan A Wealth LLC | 6,864 | $2.54M | 1.22% | −163−2.3% | Reduced |
| Foresight Capital Management Advisors, Inc. | 6,870 | $2.54M | 1.42% | +634+10.2% | Added |
| Matters Capital LLC | 6,872 | $2.54M | 2.25% | 00.0% | Unchanged |
| Davis Capital Management | 6,894 | $2.55M | 1.73% | +145+2.1% | Added |
| Park Capital Management, LLC | 6,894 | $2.55M | 2.49% | −306−4.3% | Reduced |
| Sanchez Wealth Management Group | 6,894 | $2.55M | 0.55% | +141+2.1% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 6,906 | $2.56M | 0.81% | −682−9.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 6,908 | $2.56M | 1.89% | −342−4.7% | Reduced |
| Pathway Financial Advisors LLC | 6,854 | $2.56M | 0.32% | +28+0.4% | Added |
| River Road Asset Management, LLC | 6,917 | $2.56M | 0.03% | +6,917 | New |
| MBA Advisors LLC | 6,918 | $2.56M | 0.98% | +543+8.5% | Added |
| Horizon Kinetics Asset Management LLC | 6,924 | $2.56M | 0.03% | −284−3.9% | Reduced |
| Clarus Wealth Advisors | 6,885 | $2.56M | 1.09% | +846+14.0% | Added |
| G&S Capital LLC | 6,926 | $2.56M | 0.90% | +454+7.0% | Added |
| Aurdan Capital Management, LLC | 6,928 | $2.56M | 0.77% | +240+3.6% | Added |
| Snowwater Investment Partners, LLC | 6,929 | $2.56M | 2.42% | +544+8.5% | Added |
| Ak Global Asset Management, LLC | 6,935 | $2.57M | 2.41% | −400−5.5% | Reduced |
| Pasadena Private Wealth, LLC | 6,945 | $2.57M | 0.36% | +15+0.2% | Added |
| MRP Capital Investments, LLC | 6,954 | $2.57M | 2.24% | +263+3.9% | Added |
| Investment Insight Wealth Management, LLC | 6,965 | $2.58M | 2.78% | +63+0.9% | Added |
| Galilei Investment Office LLP | 6,985 | $2.59M | 1.34% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 6,988 | $2.59M | 0.88% | +3,377+93.5% | Added |
| Armor Investment Advisors, LLC | 6,988 | $2.59M | 0.93% | +944+15.6% | Added |
| Richardson Financial Services Inc. | 6,992 | $2.59M | 1.62% | +489+7.5% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 6,997 | $2.59M | 1.16% | +2,025+40.7% | Added |
| Barnes Pettey Financial Advisors, LLC | 7,008 | $2.59M | 1.13% | −420−5.7% | Reduced |
| Tru Independence Asset Management 2, LLC | 7,017 | $2.60M | 1.60% | +3,270+87.3% | Added |
| Catherine Avery Investment Management LLC | 7,019 | $2.60M | 1.16% | −113−1.6% | Reduced |
| Meadowbrook Wealth Management, LLC | 7,022 | $2.60M | 3.44% | +1,110+18.8% | Added |
| Towercrest Capital Management | 7,025 | $2.60M | 0.41% | −196−2.7% | Reduced |
| Renasant Bank | 7,030 | $2.60M | 1.84% | −591−7.8% | Reduced |
| Curran Financial Partners, LLC | 7,030 | $2.60M | 0.47% | +914+14.9% | Added |
| Live Oak Investment Partners | 7,038 | $2.61M | 1.54% | +1,247+21.5% | Added |
| Altiora Financial Group, LLC | 7,040 | $2.61M | 0.43% | −55−0.8% | Reduced |
| ARK & TLK Investments, LLC | 7,054 | $2.61M | 0.71% | +4,904+228.1% | Added |
| CoreFirst Bank & Trust | 7,056 | $2.61M | 1.38% | −709−9.1% | Reduced |
| Gill Capital Partners, LLC | 7,065 | $2.62M | 0.75% | +249+3.7% | Added |
| Community Bank of Raymore | 7,077 | $2.62M | 1.75% | +832+13.3% | Added |
| R Squared Ltd | 7,077 | $2.62M | 1.44% | +2,951+71.5% | Added |
| Adamsbrown Wealth Consultants LLC | 7,096 | $2.63M | 0.69% | +445+6.7% | Added |
| Wincap Financial LLC | 7,102 | $2.63M | 1.75% | +349+5.2% | Added |
| Black Maple Capital Management LP | 7,106 | $2.63M | 2.02% | +7,106 | New |
| FinArc Investments, Inc. | 7,106 | $2.63M | 2.53% | +7,106 | New |
| Birchbrook, Inc. | 7,107 | $2.63M | 1.29% | −200−2.7% | Reduced |
| Traub Capital Management LLC | 7,120 | $2.64M | 2.61% | +493+7.4% | Added |
| Prepared Retirement Institute LLC | 7,141 | $2.64M | 1.31% | +1,849+34.9% | Added |
| Hoge Financial Services, LLC | 7,122 | $2.64M | 1.42% | +1,448+25.5% | Added |
| Navalign, LLC | 7,158 | $2.65M | 0.67% | +260+3.8% | Added |
| Talon Private Wealth, LLC | 7,171 | $2.65M | 0.35% | +7,171 | New |
| Cornerstone Select Advisors, LLC | 7,173 | $2.66M | 1.66% | −81−1.1% | Reduced |
| Mainsail Asset Management, LLC | 7,183 | $2.66M | 1.19% | +1,398+24.2% | Added |
| Harbour Wealth Management Group, Inc. | 7,188 | $2.66M | 2.00% | +1,432+24.9% | Added |
| TruNorth Capital Management, LLC | 7,192 | $2.66M | 0.51% | −424−5.6% | Reduced |
| Meridian Wealth Partners, LLC | 7,193 | $2.66M | 0.37% | +325+4.7% | Added |
| Requisite Capital Management, LLC | 7,213 | $2.67M | 0.50% | −323−4.3% | Reduced |
| Bannerstone Capital Management, LLC | 7,220 | $2.67M | 2.77% | +91+1.3% | Added |
| Tenere Capital LLC | 7,215 | $2.67M | 1.96% | −1,775−19.7% | Reduced |
| Onyx Financial Advisors, LLC | 7,219 | $2.67M | 1.11% | +16+0.2% | Added |
| Laurus Investment Counsel Inc. | 7,235 | $2.68M | 2.62% | +7,235 | New |
| Carrera Capital Advisors | 7,238 | $2.68M | 0.41% | +353+5.1% | Added |
| SHUTTLEWORTH & Co | 7,246 | $2.68M | 2.43% | +94+1.3% | Added |
| Genesee Capital Advisors, LLC | 7,247 | $2.68M | 1.12% | +61+0.8% | Added |
| Tandem Financial, LLC | 7,250 | $2.68M | 0.91% | +2,213+43.9% | Added |
| Twinbeech Capital LP | 7,260 | $2.69M | 0.28% | −11,315−60.9% | Reduced |
| Fiduciary Wealth Partners, LLC | 7,260 | $2.69M | 1.76% | −2,605−26.4% | Reduced |
| Petersen Hastings Wealth Advisors Inc. | 7,268 | $2.69M | 0.25% | +1,772+32.2% | Added |
| Truepoint, Inc. | 7,278 | $2.69M | 0.06% | +112+1.6% | Added |
| Caldwell Sutter Capital, Inc. | 7,279 | $2.69M | 1.10% | −27−0.4% | Reduced |
| Paladin Wealth, LLC | 7,298 | $2.70M | 1.86% | +31+0.4% | Added |
| Delta Capital Management LLC | 7,320 | $2.71M | 1.49% | −20−0.3% | Reduced |
| Waycross Investment Management Co | 7,339 | $2.72M | 2.59% | −116−1.6% | Reduced |
| LWM Advisory Services, LLC | 7,297 | $2.72M | 2.90% | −1,126−13.4% | Reduced |
| Matrix Trust Co | 7,352 | $2.72M | 0.45% | +852+13.1% | Added |
| Strathmore Capital Advisors, Inc. | 6,424 | $2.73M | 0.77% | +252+4.1% | Added |
| PCG Asset Management, LLC | 7,370 | $2.73M | 2.18% | +225+3.1% | Added |
| Alhambra Investment Partners LLC | 7,372 | $2.73M | 1.26% | +310+4.4% | Added |
| tru Independence LLC | 7,376 | $2.73M | 1.35% | −8,016−52.1% | Reduced |
| Greenbush Financial Group, LLC | 7,378 | $2.73M | 0.90% | +372+5.3% | Added |
| Amplius Wealth Advisors, LLC | 7,381 | $2.73M | 0.23% | −159−2.1% | Reduced |
| Lynx Capital Group Ltd | 7,398 | $2.74M | 1.27% | −162−2.1% | Reduced |