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; 6,248 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
- 6,237
- +13 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
- 231
- 3,259 more added
- Sold out
- 218
- 2,425 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 | 6,248 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Kinloch Capital, LLC | 776 | $287.3K | 0.12% | −40−4.9% | Reduced |
| Tme Financial, Inc. | 778 | $287.9K | 0.20% | +778 | New |
| Keystone Financial Group, Inc. | 779 | $288.5K | 0.15% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 780 | $288.7K | 0.22% | −178−18.6% | Reduced |
| Theory Financial LLC | 781 | $289.1K | 0.10% | +69+9.7% | Added |
| Rice Hall James & Associates, LLC | 784 | $290.2K | 0.02% | 00.0% | Unchanged |
| Mullooly Asset Management, Inc. | 785 | $290.6K | 0.11% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 786 | $291.0K | 0.04% | 00.0% | Unchanged |
| Goodman Financial Corp | 787 | $291.3K | 0.05% | 00.0% | Unchanged |
| Spectrum Financial Alliance Ltd LLC | 793 | $293.4K | 0.06% | +21+2.7% | Added |
| Measured Risk Portfolios, Inc. | 793 | $293.5K | 0.32% | −238−23.1% | Reduced |
| New Harbor Financial Group, LLC | 797 | $295.0K | 0.05% | −172−17.8% | Reduced |
| SageOak Financial, LLC | 797 | $295.0K | 0.21% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 800 | $296.0K | 0.07% | +3+0.4% | Added |
| PPS&V Asset Management Consultants, Inc. | 804 | $297.5K | 0.18% | −13−1.6% | Reduced |
| Pioneer Family Office, LLC | 806 | $298.4K | 0.19% | −150−15.7% | Reduced |
| Atlantic Private Wealth, LLC | 807 | $298.8K | 0.20% | −199−19.8% | Reduced |
| LifeGuide Financial Advisors, LLC | 808 | $299.1K | 0.10% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 808 | $299.2K | 0.11% | +1+0.1% | Added |
| Amara Financial, LLC. | 811 | $300.3K | 0.21% | +21+2.7% | Added |
| Greenfield Seitz Capital Management, LLC | 814 | $301.3K | 0.09% | +100+14.0% | Added |
| Nestegg Advisors, Inc. | 818 | $302.8K | 0.27% | −194−19.2% | Reduced |
| Vistica Wealth Advisors, LLC | 818 | $302.8K | 0.30% | +330+67.6% | Added |
| 10Elms LLP | 818 | $302.8K | 0.19% | +178+27.8% | Added |
| truNorth Financial Services, Inc. | 820 | $303.6K | 0.31% | +15+1.9% | Added |
| BCK Partners, Inc. | 825 | $305.4K | 0.16% | 00.0% | Unchanged |
| Bucket List Wealth Management, LLC | 832 | $308.1K | 0.19% | −606−42.1% | Reduced |
| Squire Investment Management Company, LLC | 834 | $308.8K | 0.09% | −45−5.1% | Reduced |
| Prudent Man Investment Management, Inc. | 639 | $308.8K | 0.10% | −10−1.5% | Reduced |
| ADG Wealth Management Group, LLC | 844 | $312.4K | 0.22% | +225+36.3% | Added |
| David Kennon Inc | 845 | $312.8K | 0.11% | 00.0% | Unchanged |
| Corbyn Investment Management Inc | 845 | $312.8K | 0.10% | −16−1.9% | Reduced |
| American Alpha Advisors, LLC | 847 | $313.5K | 0.18% | +847 | New |
| Summit Investment Advisory Services, LLC | 851 | $315.2K | 0.12% | 00.0% | Unchanged |
| Clark Estates Inc | 853 | $315.8K | 0.08% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 853 | $315.9K | 0.07% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 854 | $316.1K | 0.78% | −407−32.3% | Reduced |
| Financial Management, Inc. | 854 | $316.2K | 0.30% | −24−2.7% | Reduced |
| Atlantic Family Wealth, LLC | 855 | $316.6K | 0.23% | +425+98.8% | Added |
| ArborFi Advisors, LLC | 857 | $317.2K | 0.26% | 00.0% | Unchanged |
| Envision Financial Transparency, LLC | 863 | $319.0K | 0.31% | +863 | New |
| Williams Financial, LLC | 865 | $320.2K | 0.19% | +7+0.8% | Added |
| von Borstel & Associates, Inc. | 868 | $321.0K | 0.07% | +156+21.9% | Added |
| Price Financial Group Wealth Management, Inc | 770 | $321.9K | 5.31% | −20−2.5% | Reduced |
| Thryve Wealth Management LLC | 871 | $322.4K | 0.22% | −5,035−85.3% | Reduced |
| Vawter Financial, Ltd. | 871 | $322.4K | 0.14% | −31−3.4% | Reduced |
| Wallace Hart LLC | 872 | $322.8K | 0.44% | −3,276−79.0% | Reduced |
| Bridgelight Financial Advisors, Inc. | 874 | $323.5K | 0.27% | +66+8.2% | Added |
| Refined Wealth Management | 875 | $323.9K | 0.20% | 00.0% | Unchanged |
| American Investment Services, Inc. | 876 | $324.3K | 0.07% | +26+3.1% | Added |
| Western Financial Corp | 878 | $324.9K | 0.13% | +326+59.1% | Added |
| Strategic Point Investment Advisors, LLC | 879 | $325.4K | 0.05% | −82−8.5% | Reduced |
| Pioneer Wealth Management Group | 879 | $325.5K | 0.09% | +99+12.7% | Added |
| Invariant Investment Management | 877 | $327.3K | 0.20% | −7−0.8% | Reduced |
| Sincerus Advisory, LLC | 887 | $328.5K | 0.25% | +61+7.4% | Added |
| M Wealth Management, LLC | 888 | $328.6K | 0.28% | +200+29.1% | Added |
| McGrath & Associates, Inc. | 888 | $328.7K | 0.48% | −9−1.0% | Reduced |
| Luken Investment Analytics, LLC | 889 | $329.1K | 0.13% | −65−6.8% | Reduced |
| Integrated Capital Management, Inc. | 900 | $333.2K | 0.22% | 00.0% | Unchanged |
| Prairieview Wealth Partners, LLC | 901 | $333.5K | 0.27% | 00.0% | Unchanged |
| Poinciana Advisors Group, LLC | 903 | $334.3K | 0.26% | −342−27.5% | Reduced |
| Shore Point Advisors, LLC | 906 | $335.4K | 0.13% | −9−1.0% | Reduced |
| Southern Capital Services Inc | 907 | $335.8K | 0.22% | 00.0% | Unchanged |
| Kropog Financial Group, LLC | 911 | $337.2K | 0.27% | +10+1.1% | Added |
| Fairman Group, LLC | 912 | $337.4K | 0.29% | +1+0.1% | Added |
| Sterling Investment Advisors LLC | 911 | $337.6K | 0.16% | +94+11.5% | Added |
| Pinnacle Family Advisors, LLC | 915 | $338.5K | 0.16% | +251+37.8% | Added |
| Financial Advisory Corp | 915 | $338.7K | 0.05% | 00.0% | Unchanged |
| Appalachian Capital Management Ltd | 917 | $339.3K | 0.27% | +132+16.8% | Added |
| Graver Capital Management, LLC | 917 | $339.4K | 0.26% | +19+2.1% | Added |
| Treasure Coast Financial Planning | 917 | $339.4K | 0.17% | −36−3.8% | Reduced |
| Beacon Financial Strategies CORP | 917 | $339.4K | 0.19% | −2−0.2% | Reduced |
| Bare Financial Services, Inc | 919 | $340.2K | 0.09% | +256+38.6% | Added |
| Maltin Wealth Management, Inc. | 922 | $341.3K | 0.13% | +1+0.1% | Added |
| KRM Wealth Management L.L.C. | 923 | $341.5K | 0.18% | +6+0.7% | Added |
| Afg Fiduciary Services Limited Partnership | 916 | $341.6K | 0.20% | +125+15.8% | Added |
| Infinity Wealth Counsel, LLC | 924 | $342.0K | 0.31% | −4−0.4% | Reduced |
| 1492 Capital Management LLC | 927 | $343.1K | 0.13% | +116+14.3% | Added |
| Barnett & Company, Inc. | 927 | $343.1K | 0.27% | +117+14.4% | Added |
| Ellerson Group Inc | 927 | $343.2K | 0.22% | +246+36.1% | Added |
| TT Capital Management LLC | 941 | $348.3K | 0.29% | −258−21.5% | Reduced |
| Friday Financial | 944 | $349.3K | 0.12% | +105+12.5% | Added |
| Del-Sette Capital Management, LLC | 946 | $350.1K | 0.21% | +30+3.3% | Added |
| Hudson Oak Wealth Advisory LLC | 947 | $350.6K | 0.30% | −213−18.4% | Reduced |
| Ameraudi Asset Management, Inc. | 949 | $351.3K | 0.19% | −69−6.8% | Reduced |
| Sagace Wealth Management LLC | 951 | $352.0K | 0.24% | −63−6.2% | Reduced |
| Pacific Wealth Management | 952 | $352.2K | 0.19% | +2+0.2% | Added |
| Wexford Capital LP | 954 | $353.1K | 0.06% | −117−10.9% | Reduced |
| BIT Capital GmbH | 959 | $355.0K | 0.02% | −89,133−98.9% | Reduced |
| Stephen J. Garry & Associates, LLC | 966 | $357.5K | 0.29% | 00.0% | Unchanged |
| American Financial & Tax Strategies Inc | 968 | $358.3K | 0.17% | −4−0.4% | Reduced |
| Centennial Advisors, LLC | 973 | $360.1K | 0.46% | +37+4.0% | Added |
| Tfo-TDC, LLC | 983 | $363.9K | 0.05% | +983 | New |
| Mirabella Financial Services LLP | 984 | $364.2K | 0.04% | −7,514−88.4% | Reduced |
| Redwood Park Advisors LLC | 984 | $364.3K | 0.27% | +25+2.6% | Added |
| Retirement Investment Advisors, Inc. | 757 | $366.1K | 0.03% | 00.0% | Unchanged |
| Pura Vida Investments, LLC | 990 | $366.5K | 2.46% | −210−17.5% | Reduced |
| Axiom Financial Strategies, LLC | 990 | $366.5K | 0.13% | 00.0% | Unchanged |
| Reicon Wealth Advisors, LLC | 991 | $366.8K | 0.28% | +549+124.2% | Added |
| URS Advisory LLC | 992 | $367.2K | 0.27% | +127+14.7% | Added |