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 |
|---|---|---|---|---|---|
| Directional Asset Management | 996 | $368.7K | 0.34% | +17+1.7% | Added |
| Vista Finance, LLC | 997 | $369.1K | 0.29% | −21−2.1% | Reduced |
| Eurizon Asset Management Hungary Ltd. | 1,000 | $370.2K | 0.40% | −500−33.3% | Reduced |
| IvyRock Asset Management (HK) Ltd | 1,000 | $370.2K | 0.21% | 00.0% | Unchanged |
| Bestgate Wealth Advisors, LLC | 1,002 | $370.8K | 0.67% | −159−13.7% | Reduced |
| Hudson Capital Management LLC | 1,008 | $373.3K | 0.10% | +210+26.3% | Added |
| Andina Capital Management, LLC | 1,009 | $373.5K | 0.33% | −1,094−52.0% | Reduced |
| Private Wealth Group, LLC | 1,010 | $374.0K | 0.17% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,011 | $374.2K | 0.20% | 00.0% | Unchanged |
| Lauer Wealth, LLC | 1,002 | $375.1K | 0.30% | +212+26.8% | Added |
| Sippican Capital Advisors | 1,018 | $376.8K | 0.26% | +155+18.0% | Added |
| IMG Wealth Management, Inc. | 1,018 | $376.9K | 0.24% | −694−40.5% | Reduced |
| Aspect Partners, LLC | 1,023 | $378.5K | 0.15% | +12+1.2% | Added |
| Trailhead Planners LLC | 1,023 | $378.8K | 0.36% | −93−8.3% | Reduced |
| Kirkwood Financial Services | 1,024 | $379.0K | 0.13% | +18+1.8% | Added |
| Midway Capital Research & Management | 1,026 | $379.8K | 0.36% | +359+53.8% | Added |
| ABS Direct Equity Fund LLC | 920 | $380.5K | 0.29% | +920 | New |
| Fusion Family Wealth LLC | 1,031 | $381.6K | 0.03% | 00.0% | Unchanged |
| Pacific Park Financial, Inc. | 1,032 | $382.0K | 0.25% | +1,032 | New |
| Straight Path Wealth Management | 1,035 | $383.3K | 0.10% | +288+38.6% | Added |
| FSA Investment Group, LLC | 1,037 | $383.9K | 0.15% | −494−32.3% | Reduced |
| George Kaiser Family Foundation | 1,038 | $384.2K | 0.04% | 00.0% | Unchanged |
| FMA Wealth Management, LLC | 1,042 | $385.7K | 0.26% | −10−1.0% | Reduced |
| Myecfo, LLC | 1,015 | $386.5K | 0.16% | +34+3.5% | Added |
| Jordan Park Trust Co LLC | 1,048 | $387.9K | 0.30% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 1,050 | $388.7K | 0.15% | 00.0% | Unchanged |
| Sacks & Associates, LLC | 1,051 | $388.9K | 0.29% | −101−8.8% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 1,051 | $388.9K | 0.19% | +175+20.0% | Added |
| Grantvest Financial Group LLC | 1,051 | $389.2K | 0.25% | +59+5.9% | Added |
| Kitching Partners, LLC | 1,052 | $389.5K | 0.36% | −601−36.4% | Reduced |
| Stonebridge Wealth Management, LLC | 1,053 | $389.9K | 0.37% | +5+0.5% | Added |
| Bannerman Wealth Management Group, LLC | 1,054 | $390.1K | 0.26% | −72−6.4% | Reduced |
| Strid Group, LLC | 1,061 | $392.8K | 0.05% | −147−12.2% | Reduced |
| Financial Concepts Unlimited, Inc. | 1,067 | $395.0K | 0.35% | +1,067 | New |
| Foundation Wealth Management, LLC | 1,068 | $395.4K | 0.14% | +4+0.4% | Added |
| BFI Wealth Solutions, LLC | 1,066 | $396.0K | 0.38% | 00.0% | Unchanged |
| Eq LLC | 1,071 | $396.6K | 0.11% | +64+6.4% | Added |
| TrustWell Financial Advisors, LLC | 1,073 | $397.2K | 0.37% | −20−1.8% | Reduced |
| Avalon Advisory Group | 1,074 | $397.6K | 0.16% | 00.0% | Unchanged |
| Lam Group, Inc. | 1,075 | $398.1K | 0.22% | +163+17.9% | Added |
| Key Capital Management, INC | 1,076 | $398.1K | 0.26% | +169+18.6% | Added |
| Cottonwood Capital Advisors, LLC | 1,076 | $398.3K | 0.28% | 00.0% | Unchanged |
| Ferguson Johnson Wealth Management Inc | 1,080 | $399.0K | 0.32% | −210−16.3% | Reduced |
| Polaris Investment Advisors, LLC | 1,082 | $400.5K | 0.29% | 00.0% | Unchanged |
| Tepp RIA, LLC | 1,083 | $401.1K | 0.31% | −2,616−70.7% | Reduced |
| Pearl Planning LLC | 1,085 | $401.6K | 0.21% | −27−2.4% | Reduced |
| Ackerman Asset Management, LLC | 1,086 | $402.0K | 0.28% | +515+90.2% | Added |
| Signal Tree Financial Partners LLC | 1,092 | $404.2K | 0.31% | −203−15.7% | Reduced |
| SWAN Capital LLC | 1,093 | $404.6K | 0.15% | +23+2.1% | Added |
| Roth Financial Partners LLC | 1,094 | $405.0K | 0.14% | 00.0% | Unchanged |
| GK Wealth Management LLC | 1,129 | $405.4K | 0.35% | −5,316−82.5% | Reduced |
| DWR Wealth Management, LLC | 1,129 | $405.4K | 0.35% | +30+2.7% | Added |
| LBJ Family Wealth Advisors, Ltd. | 1,132 | $406.0K | 0.24% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 1,100 | $407.2K | 0.25% | −25−2.2% | Reduced |
| Ergawealth Advisors, Inc. | 1,101 | $407.4K | 0.18% | −274−19.9% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 1,101 | $407.6K | 0.16% | −160−12.7% | Reduced |
| Holos Integrated Wealth LLC | 1,095 | $407.7K | 0.21% | −542−33.1% | Reduced |
| RF&L Wealth Management, LLC | 1,102 | $408.0K | 0.31% | −9,269−89.4% | Reduced |
| Delaney Capital Management Ltd. | 1,105 | $409.0K | 0.07% | −79−6.7% | Reduced |
| Amicus Financial Advisors, LLC | 1,107 | $409.9K | 0.11% | +17+1.6% | Added |
| Wright Wealth LLC | 1,110 | $410.9K | 0.27% | −2,368−68.1% | Reduced |
| Northwest Financial Advisors | 1,111 | $411.4K | 0.79% | +35+3.3% | Added |
| Powerhouse Assets LLC | 1,112 | $411.5K | 0.36% | +1+0.1% | Added |
| Cordant, Inc. | 1,113 | $412.0K | 0.17% | 00.0% | Unchanged |
| SoundView Advisors Inc. | 1,120 | $414.0K | 0.15% | −291−20.6% | Reduced |
| Palladiem, LLC | 1,110 | $414.2K | 0.40% | −19−1.7% | Reduced |
| Omega Financial Group, LLC | 1,120 | $414.5K | 0.14% | −60−5.1% | Reduced |
| Legacy Advisory Services, LLC | 1,126 | $417.0K | 0.32% | +1,126 | New |
| Steffes Financial, Ltd. | 1,127 | $417.2K | 0.22% | +4+0.4% | Added |
| Aquire Wealth Advisors, LLC | 1,128 | $417.7K | 0.11% | +365+47.8% | Added |
| Town Capital LLC | 1,133 | $419.4K | 0.34% | −631−35.8% | Reduced |
| Tanglewood Wealth Management, Inc. | 1,134 | $419.8K | 0.03% | −372−24.7% | Reduced |
| Triad Investment Management | 1,139 | $421.6K | 0.50% | 00.0% | Unchanged |
| DC Investments Management, LLC | 1,142 | $422.7K | 0.16% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 1,143 | $423.0K | 0.32% | +69+6.4% | Added |
| Marmo Financial Group, LLC | 1,144 | $423.9K | 0.21% | +1+0.1% | Added |
| Miller Global Investments, LLC | 1,146 | $424.2K | 0.39% | +703+158.7% | Added |
| White Wing Wealth Management | 1,151 | $426.1K | 0.26% | +50+4.5% | Added |
| Albert D Mason Inc | 1,156 | $427.9K | 0.28% | +616+114.1% | Added |
| Curry Webb Wealth Management LLC | 1,157 | $428.3K | 0.20% | −43−3.6% | Reduced |
| Stephenson National Bank & Trust | 1,165 | $431.2K | 0.12% | −168−12.6% | Reduced |
| Heritage Wealth Management, Inc./Texas | 1,166 | $431.6K | 0.18% | +54+4.9% | Added |
| Three Arch Wealth Management LLC | 1,170 | $433.1K | 0.08% | −34−2.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,174 | $435.0K | 0.13% | −4−0.3% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,177 | $435.6K | 0.13% | +132+12.6% | Added |
| Fee-Only Financial Planning, L.C. | 1,178 | $436.1K | 0.26% | +19+1.6% | Added |
| Mills Wealth Advisors LLC | 1,180 | $436.9K | 0.15% | +147+14.2% | Added |
| AdvisorShares Investments LLC | 1,184 | $438.3K | 0.08% | +200+20.3% | Added |
| Schiavi & Co LLC | 1,187 | $439.5K | 0.13% | +18+1.5% | Added |
| Polymer Capital Management (US) LLC | 1,191 | $440.9K | 0.07% | −209−14.9% | Reduced |
| Bridgefront Capital, LLC | 1,195 | $442.4K | 0.11% | −9,715−89.0% | Reduced |
| Alpha Financial Advisors, LLC | 1,197 | $443.1K | 0.14% | −6−0.5% | Reduced |
| Capital Developers, LLC | 1,199 | $443.8K | 0.40% | +38+3.3% | Added |
| Sugar Maple Asset Management, LLC | 1,201 | $444.4K | 0.27% | +70+6.2% | Added |
| HTG Investment Advisors, Inc. | 1,205 | $446.2K | 0.13% | −31−2.5% | Reduced |
| Professional Financial Solutions LLC | 1,210 | $448.1K | 0.40% | −176−12.7% | Reduced |
| Intentional Wealth Strategies, LLC | 1,212 | $448.5K | 0.42% | +1,212 | New |
| John W. Brooker & Co., CPAs | 1,213 | $448.9K | 0.71% | +227+23.0% | Added |
| Mittelman Wealth Management | 1,219 | $451.3K | 0.28% | +681+126.6% | Added |
| Daner Wealth Management, LLC | 1,107 | $451.4K | 0.27% | −81−6.8% | Reduced |