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; 6,252 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
- 6,239
- +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
- 3,259 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 | 6,252 | $2.05T |
| Q1 2026 | 6,239 | $1.99T |
| Q4 2025 | 6,330 | $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 |
|---|---|---|---|---|---|
| Talisman Wealth Advisors LLC | 8,716 | $3.23M | 2.60% | −117−1.3% | Reduced |
| Ssa Swiss Advisors AG | 8,728 | $3.23M | 1.50% | 00.0% | Unchanged |
| Providence Financial Advisors, LLC | 8,730 | $3.23M | 1.84% | −211−2.4% | Reduced |
| Hilton Head Capital Partners, LLC | 8,734 | $3.23M | 1.82% | +2,073+31.1% | Added |
| FDx Advisors, Inc. | 8,745 | $3.24M | 1.03% | −261−2.9% | Reduced |
| Islay Capital Management, LLC | 8,745 | $3.24M | 1.64% | +132+1.5% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 8,749 | $3.24M | 0.44% | +660+8.2% | Added |
| Baron Wealth Management LLC | 8,753 | $3.24M | 0.97% | −1,111−11.3% | Reduced |
| Neo Ivy Capital Management | 8,755 | $3.24M | 0.85% | +8,755 | New |
| Cascade Wealth Advisors, Inc | 7,858 | $3.26M | 1.43% | +196+2.6% | Added |
| Financial & Tax Architects, LLC | 8,820 | $3.26M | 0.73% | +697+8.6% | Added |
| TD Capital Management LLC | 8,821 | $3.27M | 0.29% | −50−0.6% | Reduced |
| Elevation Advisory Partners LLC | 6,798 | $3.27M | 3.05% | +6,798 | New |
| Members Wealth LLC | 7,558 | $3.27M | 1.95% | −62−0.8% | Reduced |
| Palisades Hudson Asset Management, L.P. | 8,844 | $3.27M | 1.28% | 00.0% | Unchanged |
| Values Added Financial LLC | 8,848 | $3.28M | 1.38% | +214+2.5% | Added |
| BigSur Wealth Management LLC | 8,850 | $3.28M | 0.92% | +900+11.3% | Added |
| Forty-three Eighteen Advisors, LLC | 8,854 | $3.28M | 2.47% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 8,855 | $3.28M | 1.47% | −5−0.1% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 8,863 | $3.28M | 2.89% | −24,861−73.7% | Reduced |
| Guild Investment Management, Inc. | 8,864 | $3.28M | 2.34% | +2,841+47.2% | Added |
| SPWM Advisors LLC | 8,050 | $3.28M | 2.85% | +290+3.7% | Added |
| Flagship Capital Management Inc. | 8,871 | $3.28M | 2.41% | +383+4.5% | Added |
| White Lighthouse Investment Management Inc. | 8,884 | $3.29M | 0.46% | +79+0.9% | Added |
| Millington Financial Advisors, LLC | 7,747 | $3.29M | 1.39% | +177+2.3% | Added |
| Fingerlakes Wealth Management, Inc. | 8,891 | $3.29M | 2.18% | −20−0.2% | Reduced |
| Verum Partners LLC | 8,892 | $3.29M | 0.63% | +736+9.0% | Added |
| Generation Capital Management LLC | 8,893 | $3.29M | 2.41% | −55−0.6% | Reduced |
| Opal Wealth Advisors, LLC | 8,897 | $3.29M | 0.74% | −498−5.3% | Reduced |
| PKS Advisory Services, LLC | 8,864 | $3.30M | 0.77% | −118−1.3% | Reduced |
| Seascape Capital Management | 8,911 | $3.30M | 0.95% | +509+6.1% | Added |
| LJI Wealth Management, LLC | 8,913 | $3.30M | 0.53% | +172+2.0% | Added |
| Fonville Wealth Management LLC | 8,924 | $3.30M | 0.63% | −402−4.3% | Reduced |
| Pointe Capital Management LLC | 8,932 | $3.31M | 1.64% | −281−3.1% | Reduced |
| Old North State Wealth Management, LLC | 8,915 | $3.31M | 1.53% | +1,028+13.0% | Added |
| HT Partners LLC | 8,960 | $3.32M | 1.00% | +10.0% | Added |
| Sunburst Financial Group, LLC | 8,962 | $3.32M | 0.64% | +335+3.9% | Added |
| Morey & Quinn Wealth Partners, LLC | 8,971 | $3.32M | 2.36% | +470+5.5% | Added |
| Coyle Financial Counsel LLC | 8,980 | $3.32M | 0.70% | +695+8.4% | Added |
| Pullen Investment Management, LLC | 8,987 | $3.33M | 1.67% | −141−1.5% | Reduced |
| Hidden Cove Wealth Management, LLC | 8,989 | $3.33M | 2.14% | −174−1.9% | Reduced |
| Laraway Financial Inc | 8,996 | $3.33M | 2.34% | −575−6.0% | Reduced |
| Timelo Investment Management Inc. | 9,000 | $3.33M | 4.56% | +4,000+80.0% | Added |
| Northstar Financial Companies, Inc. | 9,001 | $3.33M | 2.65% | −780−8.0% | Reduced |
| Horst & Graben Wealth Management LLC | 7,868 | $3.34M | 0.46% | +1,103+16.3% | Added |
| Garner Asset Management Corp | 9,044 | $3.35M | 1.31% | +292+3.3% | Added |
| Provident Trust Co | 9,072 | $3.36M | 0.07% | 00.0% | Unchanged |
| Boomfish Wealth Group, LLC | 9,080 | $3.36M | 1.79% | +281+3.2% | Added |
| Emissary Wealth LLC | 9,086 | $3.36M | 3.15% | +260+2.9% | Added |
| Twin City Private Wealth, LLC | 9,091 | $3.37M | 2.55% | +1,512+19.9% | Added |
| Pacific Point Advisors, LLC | 9,100 | $3.37M | 1.78% | +113+1.3% | Added |
| Steinberganna Wealth Management | 9,105 | $3.37M | 1.62% | +7+0.1% | Added |
| Cadent Capital Advisors, LLC | 9,115 | $3.37M | 0.89% | +284+3.2% | Added |
| Legacy Bridge, LLC | 9,124 | $3.38M | 1.29% | +335+3.8% | Added |
| Essential Investment Partners LLC | 9,128 | $3.38M | 3.13% | +571+6.7% | Added |
| Blue Jean Financial LLC | 9,138 | $3.38M | 2.79% | +6,398+233.5% | Added |
| Seelaus Asset Management LLC | 9,110 | $3.38M | 2.44% | +1,404+18.2% | Added |
| Unique Wealth, LLC | 9,176 | $3.40M | 0.47% | −4,394−32.4% | Reduced |
| West Bancorporation Inc | 9,183 | $3.40M | 1.70% | −65−0.7% | Reduced |
| Willner & Heller, LLC | 9,192 | $3.40M | 2.54% | +576+6.7% | Added |
| Patriot Investment Management Inc. | 9,194 | $3.40M | 0.22% | −174−1.9% | Reduced |
| VELA Investment Management, LLC | 9,199 | $3.41M | 0.88% | +1,931+26.6% | Added |
| St. Nicholas Private Asset Management, Inc | 9,214 | $3.41M | 3.19% | +506+5.8% | Added |
| McElhenny Sheffield Capital Management, LLC | 9,218 | $3.41M | 0.85% | +454+5.2% | Added |
| Dougherty & Associates, LLC | 9,225 | $3.42M | 3.14% | +2,775+43.0% | Added |
| City National Bank of Florida | 9,231 | $3.42M | 2.04% | +1,979+27.3% | Added |
| Wealth Intelligence, LLC | 9,243 | $3.42M | 1.65% | +923+11.1% | Added |
| Verity Asset Management, Inc. | 9,243 | $3.42M | 1.44% | +1,432+18.3% | Added |
| Aldebaran Financial Inc. | 9,257 | $3.43M | 3.25% | +325+3.6% | Added |
| Valtinson Bruner Financial Planning LLC | 9,263 | $3.43M | 0.94% | +218+2.4% | Added |
| Lynx Investment Advisory | 9,284 | $3.44M | 1.64% | −1,136−10.9% | Reduced |
| First National Bank | 9,291 | $3.44M | 1.71% | −215−2.3% | Reduced |
| American Institute for Advanced Investment Management, LLP | 9,299 | $3.44M | 2.23% | +154+1.7% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 9,303 | $3.44M | 0.58% | +37+0.4% | Added |
| Broyhill Asset Management | 9,310 | $3.45M | 3.38% | +4,378+88.8% | Added |
| Brucke Financial, Inc. | 9,324 | $3.45M | 1.75% | +735+8.6% | Added |
| Game Creek Capital, LP | 9,325 | $3.45M | 1.32% | −215−2.3% | Reduced |
| S&T Bank | 9,337 | $3.46M | 1.29% | −755−7.5% | Reduced |
| Prentice Wealth Management LLC | 9,355 | $3.46M | 0.78% | −127−1.3% | Reduced |
| Mascagni Wealth Management, Inc. | 9,355 | $3.46M | 2.47% | +569+6.5% | Added |
| Invenio Wealth Partners LLC | 9,361 | $3.47M | 1.38% | −536−5.4% | Reduced |
| Hexagon Capital Partners LLC | 9,370 | $3.47M | 0.51% | +9,370 | New |
| Medallion Wealth Advisors, LLC | 9,376 | $3.47M | 1.13% | +1,001+12.0% | Added |
| Mainsail Financial Group, LLC | 9,379 | $3.47M | 1.45% | −54−0.6% | Reduced |
| DB&C Advisors, LLC | 9,380 | $3.47M | 4.51% | +376+4.2% | Added |
| William Mack & Associates, Inc. | 9,381 | $3.47M | 1.99% | −753−7.4% | Reduced |
| Salvus Wealth Management, LLC | 9,382 | $3.47M | 2.02% | +85+0.9% | Added |
| LongView Wealth Management | 8,849 | $3.48M | 0.87% | −252−2.8% | Reduced |
| Wulff, Hansen & Co. | 9,415 | $3.49M | 3.56% | +214+2.3% | Added |
| Affinity Investment Advisors, LLC | 9,441 | $3.49M | 2.19% | −3,203−25.3% | Reduced |
| Elmwood Wealth Management, Inc. | 9,446 | $3.50M | 0.97% | +1,187+14.4% | Added |
| New Covenant Trust Company, N.A. | 9,450 | $3.50M | 3.12% | +998+11.8% | Added |
| Lodestar Private Asset Management LLC | 9,451 | $3.50M | 0.35% | +97+1.0% | Added |
| Monte Financial Group, LLC | 9,454 | $3.50M | 1.24% | +993+11.7% | Added |
| Willis Johnson & Associates, Inc. | 9,465 | $3.50M | 0.20% | +198+2.1% | Added |
| EJMK Ventures LLC | 9,469 | $3.51M | 1.96% | −1,632−14.7% | Reduced |
| CKW Financial Group | 9,495 | $3.51M | 0.38% | −98−1.0% | Reduced |
| CDM Financial Counseling Services, Inc. | 9,480 | $3.51M | 3.36% | +606+6.8% | Added |
| Ticino Wealth | 8,746 | $3.51M | 1.22% | −12−0.1% | Reduced |
| Davidson Kahn Capital Management, LLC | 9,485 | $3.51M | 1.87% | +128+1.4% | Added |