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 |
|---|---|---|---|---|---|
| ESL Trust Services, LLC | 1,937 | $717.0K | 0.14% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 1,940 | $718.0K | 0.46% | −66−3.3% | Reduced |
| Thomas Story & Son LLC | 1,945 | $720.0K | 0.28% | +250+14.7% | Added |
| United Financial Planning Group LLC | 1,945 | $720.0K | 0.43% | +260+15.4% | Added |
| Southern Financial Group, LLC | 1,947 | $720.8K | 0.20% | +365+23.1% | Added |
| Pembroke Management, LTD | 1,952 | $722.6K | 0.10% | −95−4.6% | Reduced |
| Dahring | Cusmano LLC | 1,953 | $723.0K | 0.44% | +163+9.1% | Added |
| Winnow Wealth LLC | 1,954 | $723.2K | 0.56% | −170−8.0% | Reduced |
| Ruedi Wealth Management, Inc. | 1,956 | $723.9K | 0.19% | +1+0.1% | Added |
| Forbes Financial Planning, Inc. | 1,960 | $725.5K | 0.42% | 00.0% | Unchanged |
| DeLarme Wealth Management, Inc. | 1,962 | $726.4K | 0.47% | +85+4.5% | Added |
| Accordant Advisory Group Inc | 1,965 | $727.4K | 0.45% | +1,322+205.6% | Added |
| Single Point Partners, LLC | 1,973 | $730.4K | 0.15% | −1,056−34.9% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 1,975 | $731.1K | 0.15% | 00.0% | Unchanged |
| 5T Wealth, LLC | 1,977 | $731.8K | 0.29% | +630+46.8% | Added |
| Investors Portfolio Services LLC | 1,975 | $732.2K | 0.68% | +156+8.6% | Added |
| Sound Stewardship, LLC | 1,979 | $732.4K | 0.34% | 00.0% | Unchanged |
| Master's Wealth Management Inc. | 1,979 | $732.5K | 0.25% | +705+55.3% | Added |
| Compass Financial Services Inc | 1,982 | $733.7K | 0.32% | +124+6.7% | Added |
| January Capital Advisors LLC | 1,983 | $733.9K | 0.99% | +1,983 | New |
| Michael S. Ryan, Inc. | 1,986 | $735.2K | 0.43% | −564−22.1% | Reduced |
| Financial Symmetry Inc | 1,803 | $735.3K | 0.26% | −606−25.2% | Reduced |
| LiftPoint Family Wealth Advisors LLC | 1,993 | $737.7K | 0.61% | +186+10.3% | Added |
| Aureum Wealth Management, LLC | 1,994 | $738.1K | 0.51% | 00.0% | Unchanged |
| Keystone Global Partners, LLC | 1,995 | $738.4K | 0.33% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 1,793 | $739.9K | 0.09% | −34−1.9% | Reduced |
| Cobblestone Asset Management LLC | 1,999 | $740.0K | 0.33% | +260+15.0% | Added |
| Freedom Financial Partners LLC | 1,999 | $740.1K | 0.26% | −452−18.4% | Reduced |
| Arbiter Partners Capital Management LLC | 2,000 | $740.3K | 0.50% | +2,000 | New |
| Covalent Partners LLC | 2,000 | $740.3K | 5.21% | +2,000 | New |
| Wingate Wealth Advisors, Inc. | 2,010 | $743.9K | 0.40% | −93−4.4% | Reduced |
| CGC Financial Services, LLC | 2,015 | $745.9K | 0.22% | −337−14.3% | Reduced |
| One + One Wealth Management, LLC | 2,017 | $746.6K | 0.31% | −838−29.4% | Reduced |
| True Vision MN LLC | 2,018 | $747.0K | 0.39% | +2,018 | New |
| L.K. Benson & Company, P.C. | 2,022 | $748.5K | 0.25% | 00.0% | Unchanged |
| Brave Warrior Advisors, LLC | 2,025 | $749.6K | 0.02% | +1,500+285.7% | Added |
| Walleye Partners, LLC | 2,031 | $751.8K | 0.92% | +513+33.8% | Added |
| Chico Wealth RIA | 2,031 | $752.0K | 0.46% | −450−18.1% | Reduced |
| PFS Partners, LLC | 2,033 | $752.5K | 0.34% | +33+1.7% | Added |
| Heritage Oak Wealth Advisors LLC | 2,033 | $752.7K | 0.24% | +449+28.3% | Added |
| Martel Wealth Advisors Inc | 2,035 | $753.4K | 0.13% | +38+1.9% | Added |
| Elevate Wealth Advisory, Inc | 2,041 | $755.6K | 0.48% | +86+4.4% | Added |
| Virtus ETF Advisers LLC | 2,042 | $755.9K | 0.35% | −384−15.8% | Reduced |
| Hoya Capital Real Estate, LLC | 2,044 | $756.6K | 13.66% | 00.0% | Unchanged |
| Centerline Wealth Advisors, LLC | 2,044 | $756.6K | 0.27% | −19−0.9% | Reduced |
| Burrus Financial Services, Inc. | 2,045 | $757.1K | 0.35% | +2,045 | New |
| Allen Wealth Management, LLC | 2,049 | $758.5K | 0.38% | +5+0.2% | Added |
| Clear Point Advisors Inc. | 2,052 | $759.6K | 0.61% | +132+6.9% | Added |
| ProCore Advisors, LLC | 2,057 | $761.4K | 1.17% | −396−16.1% | Reduced |
| Stillwater Private Wealth, LLC | 2,061 | $762.0K | 0.64% | +2,061 | New |
| Nalls Sherbakoff Group, LLC | 2,061 | $763.0K | 0.56% | 00.0% | Unchanged |
| Oak Wealth Advisors LLC | 2,062 | $763.3K | 0.42% | −105−4.8% | Reduced |
| Orca Wealth Management, LLC | 2,065 | $764.4K | 0.54% | −13−0.6% | Reduced |
| Ardent Capital Management, Inc. | 2,067 | $765.1K | 0.33% | 00.0% | Unchanged |
| Farnam Financial LLC | 2,068 | $765.5K | 0.63% | −201−8.9% | Reduced |
| Crabel Capital Management, LLC | 2,071 | $766.6K | 7.09% | +2,071 | New |
| Verisail Partners, LLC | 2,074 | $767.7K | 0.31% | 00.0% | Unchanged |
| DDFG, Inc | 2,077 | $768.9K | 0.17% | −33−1.6% | Reduced |
| Mustard Seed Financial, LLC | 2,081 | $770.3K | 0.46% | −100−4.6% | Reduced |
| Foundry Financial Group, Inc. | 2,088 | $772.9K | 0.38% | +79+3.9% | Added |
| Sentinel Advisory Group, LLC | 2,090 | $773.7K | 0.38% | +2,090 | New |
| Kahn Brothers Group Inc | 2,092 | $774.4K | 0.14% | −300−12.5% | Reduced |
| Guilbault Capital LLC | 2,106 | $779.6K | 0.85% | +45+2.2% | Added |
| Truefg, LLC | 2,106 | $779.6K | 0.21% | +68+3.3% | Added |
| HighRoad Wealth Advisors, LLC | 2,115 | $782.8K | 0.76% | +153+7.8% | Added |
| Joule Financial, LLC | 2,117 | $783.9K | 0.23% | −13−0.6% | Reduced |
| Kilter Group LLC | 2,124 | $786.4K | 0.34% | +230+12.1% | Added |
| Purewater Capital LLC | 2,128 | $787.7K | 0.76% | +2,128 | New |
| Bayshore Capital Advisors, LLC | 2,129 | $788.1K | 0.33% | +2,129 | New |
| Entruity Wealth, LLC | 2,132 | $789.2K | 0.54% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 2,133 | $789.4K | 0.17% | +249+13.2% | Added |
| Kelsey Financial, LLC | 2,134 | $789.9K | 0.69% | +6+0.3% | Added |
| Echo Wealth Management, LLC | 2,143 | $793.3K | 0.46% | −621−22.5% | Reduced |
| Capital Asset Managemnet, LLC | 2,145 | $794.2K | 0.89% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 2,147 | $794.8K | 0.51% | +323+17.7% | Added |
| Mason Investment Advisory Services, Inc. | 2,158 | $798.8K | 0.04% | +26+1.2% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 2,165 | $799.2K | 0.36% | +1,146+112.5% | Added |
| Synergy Investment Management, LLC | 2,160 | $799.5K | 0.26% | +212+10.9% | Added |
| Prospera Capital Management, LLC | 2,165 | $801.5K | 0.40% | +120+5.9% | Added |
| Shakespeare Wealth Management, Inc. | 2,166 | $801.7K | 0.19% | −88−3.9% | Reduced |
| Balanced Wealth Group LLC | 2,167 | $802.0K | 0.29% | +3+0.1% | Added |
| Catalyst Investment Management LLC | 1,900 | $803.3K | 0.89% | −371−16.3% | Reduced |
| AdviceOne Advisory Services, LLC | 2,174 | $804.7K | 0.49% | +14+0.6% | Added |
| Horrell Capital Management, Inc. | 2,176 | $805.5K | 0.37% | −35−1.6% | Reduced |
| Summit Financial Consulting LLC | 2,184 | $808.3K | 0.58% | −25−1.1% | Reduced |
| Avaii Wealth Management, LLC | 2,185 | $809.0K | 0.28% | −415−16.0% | Reduced |
| hemming& Wealth Management, Inc. | 2,199 | $814.1K | 0.57% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 2,201 | $814.7K | 0.24% | +73+3.4% | Added |
| Welch Financial Planning, LLC | 2,209 | $817.7K | 0.59% | +196+9.7% | Added |
| Heritage Wealth Architects, Inc. | 1,973 | $817.8K | 0.34% | −158−7.4% | Reduced |
| Entrewealth, LLC | 2,213 | $819.0K | 0.37% | +223+11.2% | Added |
| Lighthouse Wealth Management Inc. | 2,214 | $819.7K | 0.56% | −145−6.1% | Reduced |
| Shrier Wealth Management, LLC | 2,215 | $820.0K | 0.30% | +77+3.6% | Added |
| 6th Street Advisors, LLC | 2,215 | $820.1K | 0.52% | +2,215 | New |
| Juncture Wealth Strategies, LLC | 2,217 | $820.5K | 0.27% | +103+4.9% | Added |
| Stegent Equity Advisors, Inc. | 2,219 | $821.6K | 0.70% | −553−19.9% | Reduced |
| Quartz Partners, LLC | 2,221 | $822.1K | 0.32% | −423−16.0% | Reduced |
| Hughes Financial Services, LLC | 2,222 | $822.5K | 0.13% | +134+6.4% | Added |
| HBE Wealth Management, LLC | 2,227 | $824.4K | 0.72% | +389+21.2% | Added |
| Corient IA LLC | 2,230 | $825.5K | 0.78% | −270−10.8% | Reduced |