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 |
|---|---|---|---|---|---|
| Opulen Financial Group LLC | 2,233 | $826.5K | 0.58% | +171+8.3% | Added |
| Long Island Wealth Management, Inc. | 2,239 | $828.8K | 0.38% | +62+2.8% | Added |
| ForthRight Wealth Management, LLC | 2,239 | $828.9K | 0.24% | −33−1.5% | Reduced |
| Aventus Investment Advisors, Inc. | 2,240 | $829.2K | 0.70% | +204+10.0% | Added |
| Level Financial Advisors, Inc. | 2,242 | $829.9K | 0.21% | −32−1.4% | Reduced |
| Independence Financial Advisors, LLC | 2,245 | $830.9K | 0.25% | −368−14.1% | Reduced |
| Cedar Point Capital Partners, LLC | 2,248 | $832.1K | 0.54% | +55+2.5% | Added |
| Arnhold LLC | 2,250 | $832.9K | 0.06% | 00.0% | Unchanged |
| Ratan Capital Management LP | 2,250 | $832.9K | 0.31% | −55,589−96.1% | Reduced |
| Clarity Capital Advisors, LLC | 2,254 | $834.3K | 0.39% | +1,221+118.2% | Added |
| Swan Global Investments, LLC | 2,254 | $834.4K | 0.04% | +473+26.6% | Added |
| Nicholson Meyer Capital Management, Inc. | 2,258 | $835.9K | 0.64% | −98−4.2% | Reduced |
| Prossimo Advisors, LLC | 2,261 | $836.9K | 5.09% | +289+14.7% | Added |
| Dupree Financial Group, LLC | 2,262 | $837.4K | 0.34% | +479+26.9% | Added |
| Financial Planning Fort Collins, LLC | 1,974 | $838.2K | 0.66% | −34−1.7% | Reduced |
| IAG Wealth Partners, LLC | 2,265 | $838.3K | 0.09% | +66+3.0% | Added |
| Wrenne Financial Planning LLC | 2,265 | $838.5K | 0.33% | −111−4.7% | Reduced |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 2,043 | $839.2K | 0.63% | −5,487−72.9% | Reduced |
| Richmond Brothers, Inc. | 2,268 | $839.8K | 0.56% | +3+0.1% | Added |
| Curio Wealth, LLC | 2,279 | $843.7K | 0.29% | +15+0.7% | Added |
| Websterrogers Financial Advisors, LLC | 2,281 | $844.4K | 0.24% | −4−0.2% | Reduced |
| Integrated Wealth Management | 2,282 | $844.9K | 0.97% | +125+5.8% | Added |
| America First Investment Advisors, LLC | 2,283 | $845.0K | 0.16% | +463+25.4% | Added |
| Investment Management Corp | 2,286 | $846.1K | 0.73% | +29+1.3% | Added |
| Auctus Advisors LLC | 2,290 | $847.7K | 0.80% | −103−4.3% | Reduced |
| West Chester Capital Advisors, Inc | 2,297 | $850.3K | 0.54% | −79−3.3% | Reduced |
| Stanich Group LLC | 2,297 | $850.3K | 0.65% | −10.0% | Reduced |
| Raffa Wealth Management, LLC | 2,299 | $850.9K | 0.13% | +12+0.5% | Added |
| PenderFund Capital Management Ltd. | 2,300 | $851.4K | 0.13% | +2,300 | New |
| High Probability Advisors, LLC | 2,303 | $852.5K | 0.11% | +424+22.6% | Added |
| HRC Wealth Management, LLC | 2,309 | $854.6K | 0.40% | −13−0.6% | Reduced |
| Rainey & Randall Investment Management Inc. | 2,311 | $855.3K | 0.14% | +26+1.1% | Added |
| Soundwatch Capital LLC | 2,313 | $856.2K | 0.11% | −507−18.0% | Reduced |
| Fortis Advisors, LLC | 2,313 | $856.2K | 0.43% | −16−0.7% | Reduced |
| GreatBanc Trust CO | 2,314 | $856.6K | 0.60% | −393−14.5% | Reduced |
| Sage Financial Management Group, Inc. | 2,317 | $857.7K | 0.26% | +142+6.5% | Added |
| Sierra Summit Advisors LLC | 2,319 | $858.4K | 0.12% | +394+20.5% | Added |
| HMV Wealth Advisors, LLC | 2,323 | $859.9K | 0.40% | +99+4.5% | Added |
| Insight Wealth Partners, LLC | 2,327 | $861.4K | 0.35% | −32−1.4% | Reduced |
| Presper Financial Architects, LLC | 2,327 | $861.5K | 0.51% | +106+4.8% | Added |
| Copia Wealth Management | 2,331 | $862.9K | 0.59% | −81−3.4% | Reduced |
| Wilkins Miller Wealth Management, LLC | 2,333 | $863.7K | 0.52% | +2+0.1% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 2,334 | $863.9K | 0.29% | +47+2.1% | Added |
| Cypress Capital Management LLC (WY) | 2,338 | $865.5K | 0.80% | +44+1.9% | Added |
| Decision Investments, Inc | 2,339 | $865.9K | 0.98% | −356−13.2% | Reduced |
| Financial Futures Ltd Liability Co. | 2,340 | $866.2K | 0.38% | +1,103+89.2% | Added |
| RiverGlades Family Offices LLC | 2,340 | $866.2K | 0.51% | +2,340 | New |
| Frontier Asset Management, LLC | 2,342 | $867.0K | 0.18% | +546+30.4% | Added |
| Bauman Advisory Group, LLC | 2,343 | $867.2K | 0.61% | −14−0.6% | Reduced |
| Schaeffer Financial LLC | 2,344 | $867.8K | 0.73% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 2,346 | $868.3K | 0.45% | +3+0.1% | Added |
| North Berkeley Wealth Management, LLC | 2,346 | $868.4K | 0.46% | −116−4.7% | Reduced |
| Second Half Financial Partners, LLC | 2,352 | $870.6K | 0.39% | −561−19.3% | Reduced |
| Brickley Wealth Management | 2,353 | $871.0K | 0.15% | −87−3.6% | Reduced |
| Sound Portfolio Advisors, LLC | 2,355 | $871.8K | 0.71% | −80−3.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 2,356 | $872.1K | 0.76% | +969+69.9% | Added |
| Conestoga Capital Advisors, LLC | 2,359 | $873.2K | 0.02% | 00.0% | Unchanged |
| CMC Financial Group | 2,365 | $875.5K | 1.77% | +6+0.3% | Added |
| Axis Wealth Partners, LLC | 2,375 | $879.3K | 0.47% | +218+10.1% | Added |
| Darrow Company, Inc. | 2,380 | $881.1K | 0.40% | +111+4.9% | Added |
| Great Oak Capital Partners, LLC | 2,360 | $883.4K | 0.21% | −61−2.5% | Reduced |
| Merited Wealth, LLC | 2,389 | $884.3K | 0.73% | +32+1.4% | Added |
| Tumwater Wealth Management, LLC | 2,389 | $884.3K | 0.36% | −36−1.5% | Reduced |
| One Degree Advisors Inc | 2,393 | $885.0K | 0.23% | −116−4.6% | Reduced |
| Polymer Capital Management (HK) LTD | 2,395 | $886.6K | 0.12% | +2,395 | New |
| Vermillion Wealth Management, Inc. | 2,400 | $888.5K | 0.35% | +437+22.3% | Added |
| BWM Planning, LLC | 2,408 | $891.2K | 0.24% | +6+0.2% | Added |
| Halter Ferguson Financial Inc. | 2,408 | $891.4K | 0.20% | −49−2.0% | Reduced |
| WorthPointe, LLC | 2,409 | $891.7K | 0.24% | −306−11.3% | Reduced |
| Future Financial Wealth Managment LLC | 2,171 | $892.7K | 0.58% | +272+14.3% | Added |
| Sharper & Granite LLC | 2,415 | $894.0K | 0.31% | −91−3.6% | Reduced |
| Cadia Private Client LLC | 2,426 | $897.9K | 0.73% | −191−7.3% | Reduced |
| REAP Financial Group, LLC | 2,427 | $898.3K | 0.18% | +148+6.5% | Added |
| Red Mountain Financial, LLC | 2,430 | $899.5K | 0.85% | +2+0.1% | Added |
| Whi Trust Co LLC | 2,437 | $902.1K | 0.68% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 2,439 | $902.8K | 0.10% | −8−0.3% | Reduced |
| Fortress Financial Solutions, LLC | 2,441 | $903.6K | 0.94% | −2,423−49.8% | Reduced |
| Orin Green Financial, LLC | 2,442 | $904.0K | 0.37% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 2,444 | $904.7K | 0.32% | −48−1.9% | Reduced |
| Schwartz Investment Counsel Inc | 2,445 | $905.1K | 0.03% | −500−17.0% | Reduced |
| Mullaney, Keating & Wright, Inc. | 2,445 | $905.2K | 0.49% | +29+1.2% | Added |
| Valpey Financial Services, LLC | 2,456 | $909.2K | 0.59% | +331+15.6% | Added |
| Financially in Tune, LLC | 2,457 | $909.4K | 0.78% | +141+6.1% | Added |
| Verus Wealth Management, LLC | 2,457 | $909.5K | 0.84% | +12+0.5% | Added |
| Marathon Strategic Advisors, LLC | 2,459 | $910.2K | 0.65% | 00.0% | Unchanged |
| Parrish Capital LLC | 2,462 | $911.4K | 0.81% | 00.0% | Unchanged |
| TPG Financial Advisors, LLC | 2,463 | $911.7K | 0.30% | −116−4.5% | Reduced |
| Columbia Advisory Partners LLC | 2,464 | $912.1K | 0.58% | −53−2.1% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 2,465 | $912.3K | 0.55% | +10.0% | Added |
| Note Advisors, LLC | 2,468 | $913.8K | 0.46% | −32−1.3% | Reduced |
| Capasso Planning Partners LLC | 2,470 | $914.2K | 0.49% | −68−2.7% | Reduced |
| Retirement Wealth Solutions LLC | 2,471 | $914.7K | 0.58% | −149−5.7% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 2,473 | $915.4K | 0.14% | −246−9.0% | Reduced |
| AJ Advisors, LLC | 2,477 | $917.0K | 0.34% | +19+0.8% | Added |
| Cornerstone Financial Management LLC | 2,478 | $917.3K | 0.84% | +85+3.6% | Added |
| Inkwell Capital LLC | 2,480 | $917.9K | 0.93% | −13−0.5% | Reduced |
| GGM Financials LLC | 2,482 | $918.9K | 0.42% | −423−14.6% | Reduced |
| Macro Advisors, Inc. | 2,487 | $920.4K | 0.38% | +2,487 | New |
| Disciplined Investments, LLC | 2,490 | $921.7K | 0.33% | +129+5.5% | Added |
| Terril Brothers, Inc. | 2,490 | $921.7K | 0.25% | −153−5.8% | Reduced |