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 |
|---|---|---|---|---|---|
| Guardian Wealth Advisors, LLC | 1,222 | $452.2K | 0.26% | −8−0.7% | Reduced |
| Willow Financial LLC | 1,223 | $452.7K | 0.46% | +210+20.7% | Added |
| Two West Capital Advisors LLC | 1,069 | $453.9K | 0.24% | −44−4.0% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 939 | $454.1K | 0.19% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 1,229 | $455.0K | 0.28% | +147+13.6% | Added |
| Balanced Rock Investment Advisor | 1,230 | $455.3K | 0.32% | +174+16.5% | Added |
| NFC Investments, LLC | 1,234 | $457.0K | 0.13% | −251−16.9% | Reduced |
| Jacobs Equity LLC | 1,239 | $458.6K | 0.41% | +16+1.3% | Added |
| GR Financial Group, LLC | 1,245 | $461.0K | 0.15% | −6,799−84.5% | Reduced |
| Lowery Thomas, LLC | 1,250 | $462.9K | 0.26% | +1+0.1% | Added |
| Crosspoint Financial, LLC | 1,255 | $464.7K | 1.17% | −302−19.4% | Reduced |
| Brighton Securities Corp. | 1,256 | $465.1K | 0.22% | +10+0.8% | Added |
| Steelhead Wealth Management LLC | 1,264 | $467.0K | 0.24% | +1,264 | New |
| Triune Financial Partners, LLC | 1,264 | $467.9K | 0.11% | −88−6.5% | Reduced |
| Innovator Capital Management, LLC | 1,265 | $468.3K | 0.05% | +149+13.4% | Added |
| Layline Advisors, LLC | 1,265 | $468.4K | 0.52% | +1,265 | New |
| Corepath Wealth Partners LLC | 1,253 | $469.0K | 0.32% | −13−1.0% | Reduced |
| Independent Wealth Advisors LLC | 1,269 | $469.8K | 0.46% | +43+3.5% | Added |
| Hyperion Capital Advisors LP | 1,271 | $470.5K | 0.23% | +144+12.8% | Added |
| Oak Family Advisors, LLC | 1,273 | $471.2K | 0.15% | +1,273 | New |
| RTD Financial Advisors, Inc. | 1,274 | $471.6K | 0.06% | −146−10.3% | Reduced |
| Stage Harbor Financial, LLC | 1,275 | $472.0K | 0.31% | −410−24.3% | Reduced |
| Seven Post Investment Office LP | 1,275 | $472.0K | 0.15% | 00.0% | Unchanged |
| OLIO Financial Planning | 1,277 | $472.5K | 0.13% | +69+5.7% | Added |
| Oakmont Advisory Group, LLC | 1,282 | $474.4K | 0.48% | +236+22.6% | Added |
| Israel Discount Bank of New York | 1,284 | $475.3K | 1.04% | −62−4.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 1,290 | $477.5K | 0.12% | −80−5.8% | Reduced |
| Resolute Wealth Advisor, Inc. | 1,291 | $477.8K | 0.27% | +1,291 | New |
| Approach Retirement Advisors, LLC | 1,296 | $479.7K | 0.40% | +126+10.8% | Added |
| Delta Wealth Advisors LLC | 1,297 | $480.1K | 0.37% | −21−1.6% | Reduced |
| Ridgeline Wealth Planning, LLC | 1,299 | $480.9K | 0.35% | +39+3.1% | Added |
| BCGM Wealth Management, LLC | 1,301 | $481.4K | 0.12% | −105−7.5% | Reduced |
| FFG Partners, LLC | 1,305 | $483.1K | 0.19% | −1,435−52.4% | Reduced |
| Silver Oak Wealth Advisors Services, LLC | 1,310 | $484.9K | 0.31% | −494−27.4% | Reduced |
| WealthTrak Capital Management LLC | 1,312 | $485.7K | 0.35% | −16−1.2% | Reduced |
| DKM Wealth Management, Inc. | 1,312 | $485.7K | 0.35% | +18+1.4% | Added |
| Lountzis Asset Management, LLC | 1,319 | $488.3K | 0.18% | +75+6.0% | Added |
| Seek First Inc. | 1,323 | $489.6K | 0.35% | +3+0.2% | Added |
| Scratch Capital LLC | 1,324 | $489.9K | 0.28% | +167+14.4% | Added |
| Banta Asset Management LP | 1,326 | $490.8K | 0.49% | 00.0% | Unchanged |
| Downshift Financial, LLC | 1,152 | $490.9K | 0.25% | +70+6.5% | Added |
| McNamara Financial Services, Inc. | 1,327 | $491.0K | 0.09% | +568+74.8% | Added |
| Advantage Trust Co | 1,328 | $491.6K | 0.22% | 00.0% | Unchanged |
| Beck Bode, LLC | 1,330 | $492.2K | 0.08% | +392+41.8% | Added |
| Beacon Wealthcare LLC | 1,330 | $492.3K | 0.17% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,331 | $492.7K | 0.37% | +100+8.1% | Added |
| Ehrlich Financial Group | 1,333 | $493.5K | 0.28% | +110+9.0% | Added |
| Leo H. Evart, Inc. | 1,339 | $495.8K | 0.42% | +1,339 | New |
| Birmingham Capital Management Co Inc | 1,339 | $496.0K | 0.21% | +100+8.1% | Added |
| Altus Wealth Management, LLC | 1,340 | $496.1K | 0.22% | −66−4.7% | Reduced |
| Washington Capital Management Inc | 1,345 | $497.9K | 0.42% | +1,345 | New |
| Ledgewood Wealth Advisors, LLC | 1,349 | $499.4K | 0.28% | 00.0% | Unchanged |
| ONE Advisory Partners, LLC | 1,350 | $499.7K | 0.15% | −9−0.7% | Reduced |
| Prota Financial, LLC | 1,351 | $500.0K | 0.36% | −95−6.6% | Reduced |
| Spectrum Advisors, Inc. | 1,352 | $500.5K | 0.40% | +1,352 | New |
| GenWealth Group, Inc. | 1,353 | $500.8K | 0.09% | +302+28.7% | Added |
| Three Cord True Wealth Management, LLC | 1,354 | $501.3K | 0.28% | +188+16.1% | Added |
| Fenimore Asset Management Inc | 1,359 | $502.9K | 0.01% | 00.0% | Unchanged |
| DiPaolo Financial Group, Inc. | 1,364 | $504.8K | 0.37% | +229+20.2% | Added |
| J.E. Simmons & Co., P.C. | 1,365 | $505.3K | 0.34% | −53−3.7% | Reduced |
| E6 Portfolios, LLC | 1,365 | $505.4K | 0.53% | −160−10.5% | Reduced |
| Lockerman Financial Group, Inc. | 1,367 | $506.0K | 0.91% | −43−3.0% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 1,371 | $507.5K | 0.13% | 00.0% | Unchanged |
| Torrey-Payne Wealth Management, LLC | 1,371 | $507.5K | 0.47% | +25+1.9% | Added |
| MTM Financial Group, LLC | 1,372 | $507.8K | 0.24% | +85+6.6% | Added |
| Bruce G. Allen Investments, LLC | 1,378 | $509.9K | 0.33% | −66−4.6% | Reduced |
| MQS Management LLC | 1,378 | $510.1K | 0.34% | +1,378 | New |
| Sterling Manor Financial, LLC | 1,379 | $510.5K | 0.32% | −390−22.0% | Reduced |
| Dynamic Financial Group | 1,381 | $511.1K | 0.42% | +78+6.0% | Added |
| Sherman Wealth Management LLC | 1,384 | $512.1K | 0.44% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 1,386 | $513.1K | 0.13% | 00.0% | Unchanged |
| Genesis Wealth Advisors, LLC | 1,387 | $513.4K | 0.34% | 00.0% | Unchanged |
| Compass Financial Group, INC | 1,393 | $515.5K | 0.07% | +466+50.3% | Added |
| Crystal Cove Asset Management, LLC | 1,394 | $516.0K | 0.68% | +1,394 | New |
| Valley Financial Group, Inc. | 1,395 | $516.6K | 0.28% | −442−24.1% | Reduced |
| Artisan Partners Limited Partnership | 1,396 | $516.8K | 0.00% | −441,960−99.7% | Reduced |
| Principia Wealth Advisory, LLC | 1,403 | $519.4K | 0.29% | −98−6.5% | Reduced |
| Valued Wealth Advisors LLC | 1,408 | $521.3K | 0.21% | −176−11.1% | Reduced |
| Family Office Research LLC | 1,419 | $525.2K | 0.23% | +2+0.1% | Added |
| Cypress Financial Planning LLC | 1,420 | $525.5K | 0.15% | +16+1.1% | Added |
| Shared Vision Wealth Group LLC | 1,422 | $526.3K | 0.21% | −103−6.8% | Reduced |
| Wealthcare Capital Management LLC | 1,423 | $526.7K | 0.05% | 00.0% | Unchanged |
| PACK Private Wealth, LLC | 1,425 | $527.5K | 0.24% | 00.0% | Unchanged |
| Martin Capital Advisors, LLP | 1,425 | $527.5K | 0.33% | +25+1.8% | Added |
| Financial Connections Group, Inc. | 1,427 | $528.0K | 0.18% | +19+1.3% | Added |
| Guardsman Private Capital Management, Inc. | 1,427 | $528.4K | 0.41% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 1,435 | $531.3K | 0.15% | +122+9.3% | Added |
| Lloyd Advisory Services, LLC. | 1,435 | $531.3K | 0.15% | +412+40.3% | Added |
| Davies Financial Advisors, Inc. | 1,437 | $531.9K | 4.87% | −1,863−56.5% | Reduced |
| Sound Financial Strategies Group, LLC | 1,439 | $532.7K | 0.36% | +498+52.9% | Added |
| Contango Wealth Management LLC | 1,440 | $533.0K | 0.62% | 00.0% | Unchanged |
| BetterWealth, LLC | 1,441 | $533.5K | 0.10% | +351+32.2% | Added |
| Vigil Wealth Management, LLC | 1,443 | $534.2K | 0.43% | −3−0.2% | Reduced |
| Ramiah Investment Group | 1,445 | $534.9K | 0.47% | +31+2.2% | Added |
| Youngs Advisory Group, Inc. | 1,446 | $535.1K | 0.19% | +43+3.1% | Added |
| CDKV Holdings LLC | 1,446 | $535.3K | 0.47% | +325+29.0% | Added |
| Sageworth Trust Co of South Dakota | 1,447 | $535.6K | 0.42% | +1,447 | New |
| Strategic Wealth Advisors LLC | 1,449 | $536.0K | 0.43% | −24−1.6% | Reduced |
| Capstone Capital Wealth Advisors | 1,449 | $536.4K | 0.35% | +71+5.2% | Added |
| Bull Oak Capital, LLC | 1,453 | $537.9K | 0.21% | 00.0% | Unchanged |