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 |
|---|---|---|---|---|---|
| Legacy Wealth Managment, LLC | 1,454 | $538.2K | 0.27% | +106+7.9% | Added |
| Walsh & Associates, LLC | 1,455 | $538.5K | 0.53% | −304−17.3% | Reduced |
| NCP Inc. | 1,456 | $539.0K | 0.90% | −359−19.8% | Reduced |
| Denver Wealth Management, Inc. | 1,457 | $539.2K | 0.19% | +84+6.1% | Added |
| Krane Financial Solutions LLC | 1,459 | $539.9K | 0.37% | +1,459 | New |
| Legacy Wealth Asset Management, LLC | 1,466 | $542.7K | 0.13% | +657+81.2% | Added |
| Prosperity Advisers, LLC | 1,469 | $543.6K | 0.45% | +46+3.2% | Added |
| Joel Adams & Associates, Inc. | 1,474 | $545.7K | 0.41% | 00.0% | Unchanged |
| Align Financial, LLC | 1,477 | $546.7K | 0.31% | −723,953−99.8% | Reduced |
| Cornerstone Wealth, LLC | 1,274 | $546.9K | 0.31% | +1,274 | New |
| Networth Advisors, LLC | 1,479 | $547.5K | 0.39% | +173+13.2% | Added |
| Graham Capital Wealth Management, LLC | 1,480 | $547.9K | 0.49% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,482 | $548.5K | 0.15% | +2+0.1% | Added |
| Collaborative Wealth Managment Inc. | 1,483 | $549.0K | 0.25% | −2,582−63.5% | Reduced |
| Merkkuri Wealth Advisors LLC | 1,483 | $549.1K | 0.36% | +70+5.0% | Added |
| KMT Wealth Management, LLC | 1,484 | $549.3K | 0.30% | −140−8.6% | Reduced |
| Portland Financial Advisors Inc | 1,485 | $549.7K | 1.14% | +800+116.8% | Added |
| Higgins & Schmidt Wealth Strategies LLC | 1,485 | $549.7K | 0.25% | +2+0.1% | Added |
| Chicago Wealth Management, Inc. | 1,487 | $550.6K | 0.22% | +99+7.1% | Added |
| Capital Financial Group Inc | 1,496 | $553.8K | 0.30% | +140+10.3% | Added |
| DCF Advisers, LLC | 1,500 | $555.3K | 0.21% | +1,500 | New |
| Praxis Capital Management LLC | 1,507 | $557.8K | 1.30% | +3+0.2% | Added |
| Sunesis Advisors, LLC | 1,507 | $557.8K | 0.25% | +425+39.3% | Added |
| BancFirst Trust & Investment Management | 1,557 | $558.9K | 0.25% | −254−14.0% | Reduced |
| Beacon Financial Planning, Inc | 1,513 | $559.9K | 0.22% | +327+27.6% | Added |
| Midwestern Financial, LLC | 1,514 | $560.3K | 0.44% | +329+27.8% | Added |
| Compass Planning Associates Inc | 1,514 | $560.4K | 0.36% | +3+0.2% | Added |
| Family Wealth Partners, LLC | 1,516 | $561.2K | 0.19% | +680+81.3% | Added |
| Oceanside Advisors LLC | 1,521 | $563.1K | 0.32% | +97+6.8% | Added |
| Aegis Wealth Management, Inc. | 1,522 | $563.5K | 0.44% | +147+10.7% | Added |
| New Perspectives, Inc | 1,522 | $563.6K | 0.20% | +1+0.1% | Added |
| Monetary Solutions, Ltd | 1,525 | $564.4K | 0.55% | +187+14.0% | Added |
| Core Wealth Management, Inc. | 1,526 | $564.9K | 0.17% | +34+2.3% | Added |
| BCM Advisors, LLC | 1,367 | $565.4K | 0.11% | −113−7.6% | Reduced |
| Bravias Capital Group, LLC | 1,528 | $565.5K | 0.37% | −293−16.1% | Reduced |
| Boston Standard Wealth Management, LLC | 1,524 | $566.3K | 0.09% | +33+2.2% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,534 | $567.8K | 0.18% | +3+0.2% | Added |
| EnRich Financial Partners LLC | 1,534 | $567.8K | 0.15% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 1,338 | $568.1K | 0.28% | 00.0% | Unchanged |
| Clark Wealth Partners | 1,536 | $568.6K | 0.38% | −117−7.1% | Reduced |
| Red Crane Wealth Management, LLC | 1,542 | $570.8K | 0.47% | +53+3.6% | Added |
| FNY Investment Advisers, LLC | 1,550 | $573.0K | 0.25% | +1,550 | New |
| Clear Street Markets LLC | 1,550 | $573.8K | 0.28% | −10,502−87.1% | Reduced |
| OakTrust Wealth Advisors, LLC | 1,556 | $576.2K | 0.52% | +173+12.5% | Added |
| Forum Private Client Group LLC | 1,557 | $576.3K | 0.19% | +270+21.0% | Added |
| Dynamic Technology Lab Private Ltd | 1,561 | $577.8K | 0.09% | −499−24.2% | Reduced |
| Fortitude Financial, LLC | 1,562 | $578.2K | 0.31% | −13−0.8% | Reduced |
| Next Level Wealth Planning, LLC | 1,562 | $578.2K | 0.30% | +152+10.8% | Added |
| Luminvest Wealth Management LLC | 1,563 | $578.4K | 0.15% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 1,566 | $579.7K | 0.19% | −23−1.4% | Reduced |
| Northeast Financial Group, Inc. | 1,564 | $580.0K | 0.15% | −687−30.5% | Reduced |
| Fieldview Capital Management, LLC | 1,568 | $580.4K | 0.17% | +1,568 | New |
| CFC Planning Co LLC | 1,570 | $581.2K | 0.42% | +463+41.8% | Added |
| Sara-Bay Financial | 1,573 | $582.4K | 0.18% | −93−5.6% | Reduced |
| Arcadia Wealth Management, Inc. | 1,580 | $584.7K | 0.32% | 00.0% | Unchanged |
| TKG Advisors, LLC | 1,584 | $586.3K | 0.24% | −54−3.3% | Reduced |
| Arcadia Wealth Management, LLC | 1,585 | $586.7K | 0.21% | +134+9.2% | Added |
| Cornerstone Financial Group, LLC | 1,416 | $586.8K | 0.38% | +3+0.2% | Added |
| Merrithew & Thorsten Inc | 1,586 | $587.0K | 0.55% | +3+0.2% | Added |
| Pinnacle Financial Group, LLC | 1,586 | $587.1K | 0.16% | −372−19.0% | Reduced |
| Alamar Capital Management, LLC | 1,596 | $590.7K | 0.36% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 1,596 | $590.8K | 0.12% | −76,412−98.0% | Reduced |
| Tuttle Tactical Management | 1,600 | $592.3K | 0.97% | 00.0% | Unchanged |
| Knott David M Jr | 1,600 | $592.3K | 0.35% | 00.0% | Unchanged |
| Praetorian Wealth Management, Inc. | 1,585 | $593.3K | 0.11% | −502−24.1% | Reduced |
| Swiss Re Ltd | 1,605 | $594.1K | 3.63% | 00.0% | Unchanged |
| Xena Financial Planning, LLC | 1,606 | $594.5K | 0.67% | −316−16.4% | Reduced |
| Baron Financial Group, LLC | 1,608 | $595.4K | 0.32% | −211−11.6% | Reduced |
| Clayton Financial Group LLC | 1,609 | $595.7K | 0.31% | −69−4.1% | Reduced |
| Comprehensive Money Management Services LLC | 1,610 | $596.0K | 0.39% | +15+0.9% | Added |
| Rolek Wealth Management LLC | 1,611 | $596.5K | 0.43% | −228−12.4% | Reduced |
| Sfam, LLC | 1,612 | $596.6K | 0.55% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 1,614 | $597.5K | 0.11% | +281+21.1% | Added |
| Wealthstar Advisors, LLC | 1,618 | $598.9K | 0.36% | −212−11.6% | Reduced |
| Martin Investment Management, LLC | 1,619 | $599.3K | 0.18% | 00.0% | Unchanged |
| Northland Securities, Inc. | 1,626 | $601.9K | 0.57% | −107−6.2% | Reduced |
| Sollinda Capital Management LLC | 1,630 | $603.4K | 0.15% | +20+1.2% | Added |
| Trace Wealth Advisors, LLC | 1,631 | $603.7K | 0.45% | −734−31.0% | Reduced |
| MLP3, LLC | 1,634 | $604.7K | 0.67% | +3+0.2% | Added |
| Bluestem Financial Advisors, LLC | 1,638 | $606.3K | 0.23% | +9+0.6% | Added |
| Blom & Howell Financial Planning, Inc. | 1,644 | $608.6K | 0.60% | −39−2.3% | Reduced |
| VanWeelden Wealth Management, LLC | 1,644 | $608.6K | 0.49% | 00.0% | Unchanged |
| Briggs Wealth Management, Inc | 1,644 | $608.7K | 0.65% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 1,646 | $609.3K | 0.17% | 00.0% | Unchanged |
| GEN Financial Management, INC. | 1,646 | $609.3K | 0.38% | +135+8.9% | Added |
| LGL Partners, LLC | 1,649 | $610.3K | 0.25% | +1+0.1% | Added |
| Eddie Patel Inc | 1,649 | $610.5K | 0.47% | −558−25.3% | Reduced |
| Strategent Financial, LLC | 1,651 | $611.2K | 0.42% | 00.0% | Unchanged |
| PTM Wealth Management, LLC | 1,641 | $612.0K | 0.32% | +43+2.7% | Added |
| Tull Financial Group, Inc. | 1,659 | $614.0K | 0.27% | −71−4.1% | Reduced |
| May Barnhard Investments LLC | 1,659 | $614.2K | 0.30% | −83−4.8% | Reduced |
| Avant Capital LLC | 1,659 | $614.3K | 0.43% | −66−3.8% | Reduced |
| denkapparat Operations GmbH | 1,662 | $615.2K | 0.25% | −1,280−43.5% | Reduced |
| Total Investment Management Inc | 1,664 | $616.1K | 0.07% | +13+0.8% | Added |
| Woodside Wealth Management LLC | 1,665 | $616.3K | 0.48% | 00.0% | Unchanged |
| American Assets Inc | 150,000 | $616.5K | 0.21% | +150,000 | New |
| PMG Family Office LLC | 1,666 | $616.7K | 0.69% | +67+4.2% | Added |
| MPWM Advisory Solutions, LLC | 1,667 | $617.2K | 0.33% | +31+1.9% | Added |
| Stone Loft Wealth Management LLC | 1,674 | $619.8K | 0.44% | +1,674 | New |
| Midwest Financial Network, LLC | 1,675 | $619.9K | 0.49% | +12+0.7% | Added |