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 |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 7,400 | $2.74M | 3.34% | +3,165+74.7% | Added |
| Surience Private Wealth LLC | 7,402 | $2.74M | 2.94% | +6,450+677.5% | Added |
| Leigh Baldwin & Co., LLC | 7,416 | $2.75M | 1.78% | −178−2.3% | Reduced |
| CastleKnight Management LP | 7,420 | $2.75M | 0.13% | −760−9.3% | Reduced |
| Ambassador Advisors, LLC | 7,421 | $2.75M | 0.42% | −430−5.5% | Reduced |
| Barrett & Company, Inc. | 7,422 | $2.75M | 0.95% | −1,512−16.9% | Reduced |
| Birchwood Financial Partners, Inc. | 7,435 | $2.75M | 2.65% | +49+0.7% | Added |
| Nia Impact Advisors, LLC | 7,440 | $2.75M | 1.22% | −3,439−31.6% | Reduced |
| Rosenberg Matthew Hamilton | 7,442 | $2.75M | 0.56% | +250+3.5% | Added |
| Taylor Financial Group, Inc. | 7,442 | $2.75M | 1.67% | −38−0.5% | Reduced |
| Wagner Wealth Management, Corp | 7,450 | $2.76M | 2.48% | +101+1.4% | Added |
| Summit Wealth Group, LLC | 7,452 | $2.76M | 0.63% | +728+10.8% | Added |
| Geneva Partners, LLC | 7,460 | $2.76M | 1.33% | −17,461−70.1% | Reduced |
| Stonebridge Financial Group, LLC | 7,467 | $2.76M | 2.33% | −147−1.9% | Reduced |
| Nabity-Jensen Investment Management Inc | 7,475 | $2.77M | 1.92% | +660+9.7% | Added |
| Riverwater Partners LLC | 7,478 | $2.77M | 0.92% | +166+2.3% | Added |
| Oxinas Partners Wealth Management LLC | 7,485 | $2.77M | 1.27% | +119+1.6% | Added |
| Vigilare Wealth Management | 7,488 | $2.77M | 0.94% | −1,359−15.4% | Reduced |
| Keyvantage Wealth, LLC | 7,497 | $2.78M | 1.22% | −1,540−17.0% | Reduced |
| Deuterium Capital Management, LLC | 7,500 | $2.78M | 3.23% | +7,500 | New |
| BOS Asset Management, LLC | 7,512 | $2.78M | 0.71% | +496+7.1% | Added |
| Professional Financial Advisors, LLC | 7,513 | $2.78M | 0.57% | +578+8.3% | Added |
| Arbor Investment Advisors, LLC | 7,522 | $2.78M | 0.36% | +529+7.6% | Added |
| Virtus Wealth Solutions LLC | 7,524 | $2.79M | 0.53% | −8,776−53.8% | Reduced |
| AtlasMark Financial, Inc | 5,761 | $2.79M | 1.80% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 7,527 | $2.79M | 1.77% | +140+1.9% | Added |
| Marin Bay Wealth Advisors, LLC | 8,913 | $2.79M | 1.68% | +205+2.4% | Added |
| Tribridge Partners Financial LLC | 7,463 | $2.79M | 1.15% | +271+3.8% | Added |
| Power Wealth Management LLC | 7,529 | $2.79M | 1.04% | −258−3.3% | Reduced |
| MPS Loria Financial Planners, LLC | 7,531 | $2.79M | 0.74% | +59+0.8% | Added |
| Owl Creek Wealth Partners LLC | 7,539 | $2.79M | 0.99% | +7,539 | New |
| Oak Thistle LLC | 7,550 | $2.79M | 0.27% | +1,717+29.4% | Added |
| Cranbrook Wealth Management, LLC | 7,564 | $2.80M | 0.57% | −223−2.9% | Reduced |
| Peck Wealth Management, LLC | 7,568 | $2.80M | 2.81% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 7,576 | $2.80M | 0.98% | −335−4.2% | Reduced |
| Capitol Family Office, Inc. | 5,804 | $2.81M | 3.31% | 00.0% | Unchanged |
| Mma Asset Management LLC | 7,585 | $2.81M | 0.99% | +140+1.9% | Added |
| MB, Levis & Associates, LLC | 7,606 | $2.82M | 1.17% | +72+1.0% | Added |
| DecisionMap Wealth Management, LLC | 7,615 | $2.82M | 1.82% | −219−2.8% | Reduced |
| Idaho Trust Bank | 7,616 | $2.82M | 0.92% | −738−8.8% | Reduced |
| Fortress Wealth Group, LLC | 7,562 | $2.82M | 1.07% | −806−9.6% | Reduced |
| Oakwell Private Wealth Management, LLC | 7,646 | $2.83M | 0.51% | −74−1.0% | Reduced |
| Capital Markets Trading UK LLP | 7,668 | $2.84M | 2.55% | +5,708+291.2% | Added |
| Drake & Associates, LLC | 7,682 | $2.84M | 0.54% | −1,502−16.4% | Reduced |
| Pettinga Financial Advisors, LLC | 7,683 | $2.84M | 0.54% | −72−0.9% | Reduced |
| Tiff Advisory Services Inc | 7,686 | $2.85M | 0.65% | −34,625−81.8% | Reduced |
| Nicholson Wealth Management Group, LLC | 7,691 | $2.85M | 1.66% | +234+3.1% | Added |
| Ifrah Financial Services, Inc. | 7,706 | $2.85M | 0.75% | −395−4.9% | Reduced |
| Comprehensive Financial Planning, Inc. | 7,707 | $2.85M | 1.98% | −3,970−34.0% | Reduced |
| M.E. Allison & Co., Inc. | 7,710 | $2.85M | 1.89% | +36+0.5% | Added |
| RFG Holdings, Inc. | 7,710 | $2.85M | 0.72% | +462+6.4% | Added |
| Reliant Investment Partners, LLC | 7,712 | $2.85M | 2.36% | −150−1.9% | Reduced |
| Aspen Capital Management, LLC | 7,726 | $2.86M | 0.71% | −402−4.9% | Reduced |
| CWC Advisors, LLC. | 7,726 | $2.86M | 1.36% | +20.0% | Added |
| FF Advisors,LLC | 6,888 | $2.86M | 1.16% | −75−1.1% | Reduced |
| Galaxy Digital Capital Management GP LLC | 7,747 | $2.87M | 3.69% | +7,747 | New |
| Apeiron RIA LLC | 7,748 | $2.87M | 0.66% | −346−4.3% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 7,757 | $2.87M | 0.28% | −25−0.3% | Reduced |
| Wilson & Boucher Capital Management, LLC | 7,760 | $2.87M | 1.91% | −111−1.4% | Reduced |
| Piedmont Capital Management, LLC | 7,760 | $2.87M | 1.92% | +166+2.2% | Added |
| Tableaux LLC | 7,777 | $2.88M | 1.39% | +4,281+122.5% | Added |
| Fidelity D & D Bancorp Inc | 7,779 | $2.88M | 1.15% | −55−0.7% | Reduced |
| Latko Wealth Management, Ltd. | 7,790 | $2.88M | 1.41% | +6,523+514.8% | Added |
| NorthStar Asset Management LLC | 7,792 | $2.88M | 1.39% | −102−1.3% | Reduced |
| WealthCare Investment Partners, LLC | 7,779 | $2.89M | 0.80% | +198+2.6% | Added |
| Mascoma Wealth Management LLC | 7,799 | $2.89M | 0.60% | −294−3.6% | Reduced |
| Legacy Financial Group LLC | 7,803 | $2.89M | 0.36% | −30−0.4% | Reduced |
| Northern Capital Management, Inc. | 7,820 | $2.89M | 1.45% | +55+0.7% | Added |
| Aletheian Wealth Advisors LLC | 7,831 | $2.90M | 1.41% | +7,831 | New |
| Evergreen Wealth Management, LLC | 7,849 | $2.91M | 1.50% | +878+12.6% | Added |
| Droms Strauss Advisors Inc | 7,859 | $2.91M | 0.76% | +64+0.8% | Added |
| Minot DeBlois Advisors LLC | 7,862 | $2.91M | 2.64% | +337+4.5% | Added |
| Rinkey Investments | 7,862 | $2.91M | 0.74% | −234−2.9% | Reduced |
| Silverleafe Capital Partners, LLC | 7,875 | $2.91M | 0.88% | −696−8.1% | Reduced |
| August Group Capital Ltd | 7,882 | $2.92M | 3.39% | −236−2.9% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 7,883 | $2.92M | 0.86% | +995+14.4% | Added |
| OneAscent Family Office, LLC | 7,883 | $2.92M | 2.04% | +780+11.0% | Added |
| Canandaigua National Trust Co of Florida | 7,884 | $2.92M | 2.34% | −1,686−17.6% | Reduced |
| Phillips Financial Management, LLC | 7,885 | $2.92M | 0.21% | −578−6.8% | Reduced |
| Advisor Resource Council | 7,885 | $2.92M | 1.15% | +806+11.4% | Added |
| Grange Capital, LLC | 7,889 | $2.92M | 2.91% | +188+2.4% | Added |
| Sanchez Gaunt Capital Management, LLC | 7,902 | $2.93M | 1.83% | +7,902 | New |
| Katamaran Capital LLP | 7,907 | $2.93M | 2.61% | −13,430−62.9% | Reduced |
| LeConte Wealth Management, LLC | 7,915 | $2.93M | 1.89% | −1,443−15.4% | Reduced |
| Sutton Place Investors LLC | 7,925 | $2.93M | 1.60% | +226+2.9% | Added |
| Fiducient Advisors LLC | 7,940 | $2.94M | 0.38% | −1,084−12.0% | Reduced |
| Silvia McColl Wealth Management, LLC | 7,943 | $2.94M | 1.94% | −30.0% | Reduced |
| Kaizen Financial Strategies | 6,998 | $2.94M | 1.25% | −524−7.0% | Reduced |
| BAM Wealth Management, LLC | 7,949 | $2.94M | 2.20% | +302+3.9% | Added |
| Aua Capital Management, LLC | 7,959 | $2.95M | 1.51% | 00.0% | Unchanged |
| Avanda Investment Management Pte. Ltd. | 7,960 | $2.95M | 4.67% | +1,960+32.7% | Added |
| Haven Capital Group, Inc. | 7,967 | $2.95M | 2.74% | +56+0.7% | Added |
| Red Wave Investments LLC | 7,968 | $2.95M | 0.88% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 7,969 | $2.95M | 2.04% | +87+1.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 7,970 | $2.95M | 0.14% | −483−5.7% | Reduced |
| Grace & White Inc | 7,975 | $2.95M | 0.52% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 7,984 | $2.96M | 0.97% | −326−3.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 7,985 | $2.96M | 0.63% | +8+0.1% | Added |
| Allium Financial Advisors, LLC | 7,993 | $2.96M | 2.37% | −102−1.3% | Reduced |
| Ardsley Advisory Partners LP | 8,000 | $2.96M | 0.45% | −14,200−64.0% | Reduced |