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 |
|---|---|---|---|---|---|
| TL Private Wealth | 1,672 | $620.1K | 0.24% | 00.0% | Unchanged |
| RM Financial Services, LLC | 1,679 | $621.6K | 0.54% | −263−13.5% | Reduced |
| Asset Allocation Strategies LLC | 1,682 | $622.6K | 0.11% | +280+20.0% | Added |
| Hegarty Advisors, LLC | 1,694 | $627.1K | 0.49% | 00.0% | Unchanged |
| Highland Financial Advisors, LLC | 1,695 | $627.6K | 0.17% | +375+28.4% | Added |
| Nikko Asset Management Americas, Inc. | 1,697 | $628.1K | 0.01% | −30−1.7% | Reduced |
| Jones Road Capital Management, L.P. | 1,700 | $629.3K | 1.23% | −1,200−41.4% | Reduced |
| Karpus Management, Inc. | 1,700 | $629.3K | 0.02% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 1,701 | $629.7K | 0.64% | +1+0.1% | Added |
| MA Private Wealth | 1,702 | $630.0K | 0.11% | +132+8.4% | Added |
| Winter & Associates, Inc. | 1,694 | $631.8K | 0.55% | −38−2.2% | Reduced |
| Spectrum Investment Advisors, Inc. | 1,712 | $633.8K | 0.31% | −143−7.7% | Reduced |
| Parkshore Wealth Management, Inc. | 1,717 | $635.6K | 0.21% | +73+4.4% | Added |
| Royal Palms Capital LLC | 1,718 | $636.0K | 0.63% | +1,718 | New |
| Horizon Family Wealth, Inc. | 1,720 | $636.5K | 0.34% | −179−9.4% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 1,723 | $637.8K | 0.76% | −2,254−56.7% | Reduced |
| Arkansas Financial Group, Inc. | 1,709 | $639.7K | 0.09% | 00.0% | Unchanged |
| Enzi Wealth | 1,734 | $641.9K | 0.22% | −16−0.9% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 1,739 | $643.7K | 0.18% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 1,743 | $645.2K | 0.01% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 1,747 | $646.7K | 0.65% | +356+25.6% | Added |
| Forteris Wealth Management Inc. | 1,751 | $648.2K | 0.62% | +623+55.2% | Added |
| Morling Financial Advisors, LLC | 1,756 | $650.0K | 0.20% | −675−27.8% | Reduced |
| Brooklyn FI, LLC | 1,758 | $650.8K | 0.14% | −74−4.0% | Reduced |
| Hurley Capital, LLC | 1,758 | $650.8K | 0.35% | −30−1.7% | Reduced |
| PVG Asset Management Corp | 1,634 | $653.3K | 0.39% | −217−11.7% | Reduced |
| Cassady Wealth & Retirement Planning, LLC | 1,607 | $655.2K | 0.34% | +5+0.3% | Added |
| Stirlingshire Investments, Inc. | 1,775 | $657.0K | 0.58% | +39+2.2% | Added |
| Compass Financial Group, Inc. | 1,775 | $657.1K | 0.30% | 00.0% | Unchanged |
| Citrine Capital LLC | 1,776 | $657.3K | 0.28% | +1,223+221.2% | Added |
| OV Management LLC | 1,776 | $657.4K | 1.34% | −9,359−84.1% | Reduced |
| Foronjy Financial LLC | 1,778 | $658.1K | 0.27% | −36−2.0% | Reduced |
| Prism Planning Partners LLC | 1,781 | $659.3K | 0.78% | −1,707−48.9% | Reduced |
| Boyer Financial Services, Inc. | 1,782 | $659.6K | 0.70% | −169−8.7% | Reduced |
| Compass Advisory Group LLC | 1,786 | $661.1K | 0.18% | +117+7.0% | Added |
| ETF Portfolio Partners, Inc. | 1,789 | $662.2K | 0.17% | 00.0% | Unchanged |
| Carbahal Olsen Financial Services Group, LLC | 1,793 | $663.5K | 0.53% | −78−4.2% | Reduced |
| DBK Financial Counsel, LLC | 1,793 | $663.7K | 0.50% | +17+1.0% | Added |
| Carmel Capital Partners, LLC | 1,797 | $665.2K | 0.24% | −80−4.3% | Reduced |
| Inceptionr LLC | 1,797 | $665.2K | 0.16% | +1,797 | New |
| Dodds Wealth, LLC | 1,798 | $665.4K | 0.16% | −46−2.5% | Reduced |
| Auour Investments LLC | 1,798 | $665.6K | 0.21% | +3+0.2% | Added |
| SpringVest Wealth Management LLC | 1,798 | $665.6K | 0.45% | +694+62.9% | Added |
| Lifetime Wealth Management P.C. | 1,799 | $666.1K | 0.38% | −278−13.4% | Reduced |
| Foundry Financial LLC | 1,801 | $666.8K | 0.28% | −434−19.4% | Reduced |
| Wealth Care LLC | 1,802 | $667.0K | 0.59% | +1,802 | New |
| CBIZ Investment Advisory Services, LLC | 1,803 | $667.4K | 0.02% | −1,547−46.2% | Reduced |
| Waller Financial Planning Group, Inc | 1,803 | $667.5K | 0.15% | +365+25.4% | Added |
| Bright Financial Advisors, Inc. | 1,804 | $667.8K | 0.31% | −513−22.1% | Reduced |
| LPWM LLC | 1,806 | $668.6K | 0.17% | +31+1.7% | Added |
| Weinberger Asset Management, Inc | 1,806 | $668.6K | 0.25% | −193−9.7% | Reduced |
| Legacy Solutions, LLC | 1,809 | $669.5K | 0.62% | −343−15.9% | Reduced |
| Thompson Davis & Co., Inc. | 1,809 | $669.6K | 0.45% | −343−15.9% | Reduced |
| Investments & Financial Planning, LLC | 1,810 | $670.2K | 0.36% | +1,177+185.9% | Added |
| Coco Enterprises, LLC | 1,806 | $671.5K | 0.34% | +67+3.9% | Added |
| DHJJ Financial Advisors, Ltd. | 1,816 | $672.3K | 0.22% | +4+0.2% | Added |
| Dynamic Wealth Strategies, LLC | 1,820 | $673.7K | 0.39% | −450−19.8% | Reduced |
| Richard Young Associates, Ltd. | 1,822 | $674.3K | 0.51% | +572+45.8% | Added |
| Riverchase Wealth Management, LLC | 1,826 | $676.1K | 0.35% | +39+2.2% | Added |
| ATLas Financial Planning LLC | 1,831 | $677.8K | 0.61% | −8−0.4% | Reduced |
| Family Investment Center, Inc. | 1,833 | $678.5K | 0.13% | +719+64.5% | Added |
| Graney & King, LLC | 1,833 | $678.7K | 0.37% | −215−10.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 1,835 | $679.3K | 0.02% | +50+2.8% | Added |
| FMB Wealth Management | 1,836 | $679.5K | 0.28% | −1,570−46.1% | Reduced |
| Whitcomb & Hess, Inc. | 1,837 | $680.0K | 0.16% | +2+0.1% | Added |
| Western Reserve Capital Management, LLC | 1,838 | $680.4K | 0.56% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 1,840 | $681.1K | 0.33% | −267−12.7% | Reduced |
| Investment Planning Advisors, Inc. | 1,842 | $681.7K | 0.19% | −459−19.9% | Reduced |
| Seros Financial, LLC | 1,845 | $682.9K | 0.43% | −896−32.7% | Reduced |
| Smith & Howard Wealth Management, LLC | 1,846 | $683.4K | 0.15% | −123−6.2% | Reduced |
| Stolz & Associates, PS | 1,634 | $686.7K | 0.48% | −3,474−68.0% | Reduced |
| Penney Financial, LLC | 1,861 | $688.9K | 0.26% | −29−1.5% | Reduced |
| My Portfolio Guide, LLC | 1,849 | $689.2K | 0.38% | +1,849 | New |
| Cypress Capital Advisors, LLC | 1,868 | $691.5K | 0.37% | −41−2.1% | Reduced |
| A&I Financial Services, LLC | 1,868 | $691.5K | 0.33% | 00.0% | Unchanged |
| Granville Capital, Inc. | 1,870 | $692.2K | 0.36% | −605−24.4% | Reduced |
| Sovereign Investment Advisors, LLC | 1,870 | $692.2K | 0.15% | +1,870 | New |
| GoalFusion Wealth Management, LLC | 1,871 | $692.5K | 0.31% | +273+17.1% | Added |
| High Point Wealth Management, LLC | 1,872 | $692.8K | 0.67% | +122+7.0% | Added |
| Resolute Capital, LLC | 1,873 | $693.2K | 0.28% | −27−1.4% | Reduced |
| Stewardship Concepts Financial Services LLC | 1,875 | $693.9K | 0.54% | +186+11.0% | Added |
| Jim Saulnier & Associates, LLC | 1,879 | $695.4K | 0.34% | +39+2.1% | Added |
| MontVue Capital Management, Inc. | 1,889 | $699.3K | 0.48% | 00.0% | Unchanged |
| Grand Wealth Management, LLC | 1,890 | $699.4K | 0.33% | +1,168+161.8% | Added |
| Uptown Financial Advisors LLC | 1,890 | $699.6K | 0.57% | +11+0.6% | Added |
| Mann Financial Group, Inc. | 1,896 | $701.9K | 0.66% | +38+2.0% | Added |
| Hunting Hill Global Capital, LLC | 1,900 | $703.3K | 0.84% | +1,900 | New |
| Windsor Advisory Group, LLC | 1,900 | $703.3K | 0.59% | −291−13.3% | Reduced |
| Letson Investment Management, Inc. | 1,903 | $704.4K | 0.27% | 00.0% | Unchanged |
| Manuka Financial, LLC | 1,908 | $706.1K | 0.44% | −12−0.6% | Reduced |
| Grand Central Investment Group | 1,908 | $706.3K | 0.52% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,910 | $707.0K | 0.03% | +206+12.1% | Added |
| Strategic Advisory Partners, LLC | 1,915 | $708.7K | 0.56% | −182−8.7% | Reduced |
| Stone House Investment Management, LLC | 1,920 | $710.6K | 0.13% | +50+2.7% | Added |
| Harbor Asset Planning, Inc. | 1,925 | $712.4K | 0.60% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,925 | $712.5K | 0.20% | +587+43.9% | Added |
| JDH Wealth Management, LLC | 1,928 | $713.7K | 0.48% | +502+35.2% | Added |
| Adapt Wealth Advisors, LLC | 1,930 | $714.4K | 0.26% | −101−5.0% | Reduced |
| Blue Capital, Inc. | 1,931 | $714.8K | 0.47% | −83−4.1% | Reduced |
| Global Wealth Management, LLC | 1,936 | $716.6K | 0.39% | +229+13.4% | Added |