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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Motive Wealth Advisors | 7,996 | $2.96M | 1.39% | −125−1.5% | Reduced |
| Monetta Financial Services Inc | 8,000 | $2.96M | 2.30% | −3,500−30.4% | Reduced |
| BankPlus Wealth Management LLC | 8,031 | $2.97M | 1.54% | +852+11.9% | Added |
| Paces Ferry Wealth Advisors, LLC | 8,039 | $2.98M | 1.24% | +10.0% | Added |
| Carson Advisory Inc. | 8,055 | $2.98M | 1.55% | +366+4.8% | Added |
| Ted Buchan & Co | 8,056 | $2.98M | 1.08% | +242+3.1% | Added |
| Park Edge Advisors, LLC | 8,066 | $2.99M | 0.69% | +141+1.8% | Added |
| Sage Private Wealth Group, LLC | 8,067 | $2.99M | 1.50% | +923+12.9% | Added |
| Financial Consulate, Inc | 8,080 | $2.99M | 0.37% | −233−2.8% | Reduced |
| First Citizens Financial Corp | 8,091 | $3.00M | 1.41% | +68+0.8% | Added |
| Almanack Investment Partners, LLC. | 8,113 | $3.00M | 0.51% | +353+4.5% | Added |
| Gen-Wealth Partners Inc | 8,115 | $3.00M | 0.95% | +754+10.2% | Added |
| Saiph Capital, LLC | 8,118 | $3.01M | 1.14% | +8,118 | New |
| Tactive Advisors, LLC | 8,121 | $3.01M | 0.85% | +1,045+14.8% | Added |
| White Knight Strategic Wealth Advisors, LLC | 8,124 | $3.01M | 2.53% | −601−6.9% | Reduced |
| Morangie Management LLC | 8,127 | $3.01M | 2.77% | −29−0.4% | Reduced |
| Oliver Luxxe Assets LLC | 8,135 | $3.01M | 0.45% | −70−0.9% | Reduced |
| Aperture Investors, LLC | 8,143 | $3.01M | 0.38% | −7,186−46.9% | Reduced |
| Paragon Financial Partners, Inc. | 7,680 | $3.02M | 1.71% | +4+0.1% | Added |
| Fielder Capital Group LLC | 8,164 | $3.02M | 0.66% | +1,082+15.3% | Added |
| Indie Asset Partners, LLC | 8,164 | $3.02M | 3.44% | +541+7.1% | Added |
| Symphony Financial Services, Inc. | 8,165 | $3.02M | 1.55% | +491+6.4% | Added |
| Braeburn Wealth Management LLC | 8,200 | $3.04M | 1.73% | −649−7.3% | Reduced |
| Fca Corp | 8,203 | $3.04M | 0.86% | +30.0% | Added |
| Bluebird Wealth Management LLC | 8,210 | $3.04M | 3.11% | +536+7.0% | Added |
| Richmond Investment Services, LLC | 8,209 | $3.04M | 0.49% | +549+7.2% | Added |
| Dixon Fnancial Services, Inc. | 8,239 | $3.05M | 1.37% | −58−0.7% | Reduced |
| Verde Capital Management | 8,249 | $3.05M | 0.65% | +805+10.8% | Added |
| Argo Wealth Advisory, LLC | 8,257 | $3.06M | 1.79% | +136+1.7% | Added |
| Warwick Investment Management, Inc. | 8,267 | $3.06M | 0.44% | −173−2.0% | Reduced |
| Cannon Advisors, Inc. | 8,268 | $3.06M | 2.27% | +344+4.3% | Added |
| SJS Investment Consulting Inc. | 8,271 | $3.06M | 0.37% | −1,181−12.5% | Reduced |
| Rockbridge Investment Management, LCC | 8,276 | $3.06M | 0.28% | +85+1.0% | Added |
| LSP Investment Advisors, LLC | 8,280 | $3.07M | 2.23% | 00.0% | Unchanged |
| Trevian Wealth Management LLC | 8,290 | $3.07M | 1.51% | −81−1.0% | Reduced |
| Rede Wealth, LLC | 8,290 | $3.07M | 1.10% | +20+0.2% | Added |
| Strata Wealth Advisors, LLC | 8,301 | $3.07M | 0.84% | −1,556−15.8% | Reduced |
| Balance Wealth, LLC | 8,309 | $3.08M | 0.96% | +146+1.8% | Added |
| MKT Advisors LLC | 8,264 | $3.08M | 1.03% | −339−3.9% | Reduced |
| Tectonic Advisors LLC | 8,313 | $3.08M | 0.16% | −1,811−17.9% | Reduced |
| MN Wealth Advisors, LLC | 8,316 | $3.08M | 1.50% | +2,761+49.7% | Added |
| Washburn Capital Management, Inc. | 8,317 | $3.08M | 1.79% | −388−4.5% | Reduced |
| TPG Advisors LLC | 8,324 | $3.08M | 1.92% | +192+2.4% | Added |
| Triton Wealth Management, PLLC | 8,274 | $3.08M | 1.14% | +220+2.7% | Added |
| Pecaut & Co. | 8,336 | $3.09M | 1.00% | −2,363−22.1% | Reduced |
| Vines Capital Management, LLC | 8,338 | $3.09M | 3.06% | +199+2.4% | Added |
| New Capital Management LP | 8,340 | $3.09M | 0.76% | +887+11.9% | Added |
| Intrinsic Value Partners, LLC | 8,347 | $3.09M | 2.38% | −235−2.7% | Reduced |
| International Private Wealth Advisors LLC | 8,347 | $3.09M | 1.89% | +1,962+30.7% | Added |
| Twin Lakes Capital Management, LLC | 8,347 | $3.09M | 1.41% | +20.0% | Added |
| Townsend & Associates, Inc | 7,139 | $3.09M | 0.27% | −294−4.0% | Reduced |
| Gould Asset Management LLC | 8,352 | $3.09M | 0.54% | +1,059+14.5% | Added |
| Private Client Services, LLC | 8,359 | $3.09M | 0.93% | +1,241+17.4% | Added |
| Farrow Financial Inc. | 8,368 | $3.10M | 1.76% | +256+3.2% | Added |
| First National Bank Sioux Falls | 7,384 | $3.10M | 0.85% | +121+1.7% | Added |
| Fermata Advisors, LLC | 8,385 | $3.10M | 0.70% | +1,991+31.1% | Added |
| Firestone Capital Management | 8,391 | $3.11M | 0.65% | +406+5.1% | Added |
| Abound Wealth Management | 8,400 | $3.11M | 0.71% | +783+10.3% | Added |
| Oder Investment Management, LLC | 8,405 | $3.11M | 2.39% | +698+9.1% | Added |
| Mosley Wealth Management | 6,013 | $3.11M | 1.41% | −534−8.2% | Reduced |
| Challenger Wealth Management | 8,417 | $3.12M | 2.49% | −171−2.0% | Reduced |
| N.E.W. Advisory Services LLC | 8,425 | $3.12M | 0.23% | +823+10.8% | Added |
| Burton Enright Welch | 8,429 | $3.12M | 0.42% | +224+2.7% | Added |
| Eagle Bay Advisors LLC | 8,444 | $3.13M | 2.76% | −2,030−19.4% | Reduced |
| Warren Street Wealth Advisors, LLC | 8,453 | $3.13M | 0.80% | −22−0.3% | Reduced |
| Smith Thornton Advisors LLC | 8,468 | $3.13M | 1.58% | +1,507+21.6% | Added |
| Human Investing LLC | 8,479 | $3.14M | 0.46% | +410+5.1% | Added |
| Seneschal Advisors, LLC | 8,480 | $3.14M | 2.33% | −40−0.5% | Reduced |
| Hunter Perkins Capital Management, LLC | 8,491 | $3.14M | 0.74% | +6,556+338.8% | Added |
| Axiom Investment Management LLC | 8,493 | $3.14M | 2.39% | +8,493 | New |
| Teewinot Capital Advisers, L.L.C. | 8,502 | $3.15M | 0.25% | +8,502 | New |
| Whitford Management LLC | 8,505 | $3.15M | 3.22% | −5,394−38.8% | Reduced |
| Safeguard Investment Advisory Group, LLC | 8,525 | $3.15M | 0.87% | +358+4.4% | Added |
| IAM Advisory, LLC | 8,524 | $3.16M | 0.71% | +269+3.3% | Added |
| Syverson Strege & Co | 8,527 | $3.16M | 0.76% | −475−5.3% | Reduced |
| Gordian Capital Singapore Pte Ltd | 8,532 | $3.16M | 5.32% | −250−2.8% | Reduced |
| Alken Asset Management Ltd. | 8,800 | $3.16M | 5.69% | +8,800 | New |
| Olistico Wealth, LLC | 8,537 | $3.16M | 1.56% | +833+10.8% | Added |
| Three Seasons Wealth, LLC | 8,541 | $3.16M | 1.21% | −79,787−90.3% | Reduced |
| Delap Wealth Advisory, LLC | 8,551 | $3.17M | 1.19% | −908−9.6% | Reduced |
| Diversified Investment Strategies, LLC | 8,557 | $3.17M | 2.02% | +137+1.6% | Added |
| Encompass More Asset Management | 8,581 | $3.18M | 0.54% | −2,368−21.6% | Reduced |
| Sanchez Levi Garrett | 8,591 | $3.18M | 1.99% | +8,591 | New |
| Financial Life Planners | 8,600 | $3.18M | 2.44% | −212−2.4% | Reduced |
| Dba Trading, LLC | 8,600 | $3.18M | 1.58% | +4,100+91.1% | Added |
| Rise Advisors, LLC | 8,626 | $3.19M | 1.12% | −165−1.9% | Reduced |
| Flatrock Wealth Partners LLC | 8,612 | $3.19M | 1.43% | +860+11.1% | Added |
| Westhampton Capital, LLC | 8,623 | $3.19M | 1.49% | +35+0.4% | Added |
| Milestone Asset Management Group, LLC | 8,628 | $3.19M | 1.87% | +99+1.2% | Added |
| PFW Advisors LLC | 8,636 | $3.20M | 1.01% | −987−10.3% | Reduced |
| Centennial Wealth Advisory LLC | 8,648 | $3.20M | 0.78% | +1,745+25.3% | Added |
| Johnson Bixby & Associates, LLC | 8,653 | $3.20M | 0.40% | +338+4.1% | Added |
| Silver Grove Financial Group, Inc. | 8,657 | $3.20M | 2.58% | +303+3.6% | Added |
| Coston, McIsaac & Partners | 8,685 | $3.21M | 0.73% | +256+3.0% | Added |
| Mayport, LLC | 8,686 | $3.22M | 0.60% | +461+5.6% | Added |
| Paul Damon & Associates, Inc. | 8,698 | $3.22M | 1.43% | +650+8.1% | Added |
| Koss-Olinger Consulting, LLC | 8,698 | $3.22M | 0.27% | −638−6.8% | Reduced |
| Foguth Wealth Management, LLC. | 7,159 | $3.22M | 0.38% | −42−0.6% | Reduced |
| Blue Line Capital, LLC | 8,710 | $3.22M | 3.65% | +1,460+20.1% | Added |
| Talisman Wealth Advisors LLC | 8,716 | $3.23M | 2.60% | −117−1.3% | Reduced |