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
- 6,238
- +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
- 2,426 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 Capital LP | 175,523 | $65.0M | 1.72% | +28,993+19.8% | Added |
| Smith Group Asset Management, LLC | 175,269 | $64.9M | 3.31% | +9,198+5.5% | Added |
| Dorsey & Whitney Trust CO LLC | 175,245 | $64.9M | 3.57% | +5,672+3.3% | Added |
| Buckingham Strategic Partners | 175,063 | $64.8M | 0.65% | +20,547+13.3% | Added |
| IFP Advisors, Inc | 174,800 | $64.7M | 1.34% | +51,221+41.4% | Added |
| Grimes & Company, Inc. | 174,289 | $64.5M | 1.79% | +1,874+1.1% | Added |
| Night Owl Capital Management, LLC | 173,081 | $64.1M | 7.47% | +1,139+0.7% | Added |
| DJE Kapital AG | 173,562 | $63.8M | 1.41% | −132,742−43.3% | Reduced |
| Ami Asset Management Corp | 171,733 | $63.6M | 4.06% | −61,005−26.2% | Reduced |
| Matrix Asset Advisors Inc | 171,359 | $63.4M | 5.82% | +28,642+20.1% | Added |
| Waycross Partners, LLC | 171,276 | $63.4M | 6.06% | +14,096+9.0% | Added |
| Letko, Brosseau & Associates Inc | 171,013 | $63.3M | 1.02% | +170,374+26,662.6% | Added |
| Compass Capital Management, Inc | 171,001 | $63.3M | 3.82% | +4,292+2.6% | Added |
| Plato Investment Management Ltd | 170,727 | $63.2M | 4.25% | +3,727+2.2% | Added |
| Bragg Financial Advisors, Inc | 170,430 | $63.1M | 2.00% | +4,538+2.7% | Added |
| Ashton Thomas Private Wealth, LLC | 170,309 | $63.0M | 1.49% | +550.0% | Added |
| JBF Capital, Inc. | 169,730 | $62.8M | 9.32% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 169,522 | $62.8M | 5.92% | +951+0.6% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 169,450 | $62.7M | 4.38% | +23,475+16.1% | Added |
| Meridian Wealth Management, LLC | 169,280 | $62.7M | 2.22% | −1,668−1.0% | Reduced |
| Kinneret Advisory, LLC | 169,250 | $62.7M | 5.94% | −7,505−4.2% | Reduced |
| Jain Global LLC | 168,373 | $62.3M | 0.79% | +54,375+47.7% | Added |
| Trust Co of Toledo NA | 167,072 | $61.8M | 5.87% | +17,552+11.7% | Added |
| Suncoast Equity Management | 165,619 | $61.3M | 7.36% | −7,296−4.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 165,449 | $61.2M | 2.30% | +165,449 | New |
| Nearwater Capital Markets, Ltd | 165,000 | $61.1M | 1.44% | −576,000−77.7% | Reduced |
| Asset Advisors Investment Management, LLC | 164,947 | $61.1M | 5.82% | −5,148−3.0% | Reduced |
| Ycg, LLC | 164,827 | $61.0M | 5.52% | −9,064−5.2% | Reduced |
| Narwhal Capital Management | 164,135 | $60.8M | 4.48% | +2,738+1.7% | Added |
| Great Valley Advisor Group, Inc. | 164,121 | $60.8M | 1.10% | +9,983+6.5% | Added |
| Baader Bank INC | 168,087 | $60.6M | 5.97% | +5,520+3.4% | Added |
| Dnca Finance | 163,100 | $60.4M | 3.46% | −17,153−9.5% | Reduced |
| Stonebridge Capital Advisors LLC | 163,036 | $60.4M | 4.22% | +29,050+21.7% | Added |
| Eagle Global Advisors LLC | 162,981 | $60.3M | 2.17% | −535−0.3% | Reduced |
| Level Four Advisory Services, LLC | 162,323 | $60.1M | 1.97% | +5,681+3.6% | Added |
| Meeder Advisory Services, Inc. | 161,656 | $59.8M | 2.50% | −12,935−7.4% | Reduced |
| Adell Harriman & Carpenter Inc | 160,734 | $59.5M | 3.63% | +369+0.2% | Added |
| Neville Rodie & Shaw Inc | 160,527 | $59.4M | 4.32% | +8,274+5.4% | Added |
| First Long Island Investors, LLC | 160,039 | $59.2M | 4.81% | −920−0.6% | Reduced |
| Mar Vista Investment Partners LLC | 159,643 | $59.1M | 5.91% | −1,432−0.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 159,449 | $59.0M | 1.65% | −8,034−4.8% | Reduced |
| North Star Asset Management Inc | 159,142 | $58.9M | 2.56% | +1,813+1.2% | Added |
| Hancock Prospecting Pty Ltd | 159,000 | $58.9M | 1.77% | 00.0% | Unchanged |
| Two Creeks Capital Management, LP | 158,604 | $58.7M | 6.20% | +54,624+52.5% | Added |
| Woodstock Corp | 158,252 | $58.6M | 5.21% | −158−0.1% | Reduced |
| Fairview Capital Investment Management, LLC | 158,177 | $58.6M | 3.18% | −2,129−1.3% | Reduced |
| Pallas Capital Advisors LLC | 157,824 | $58.4M | 2.20% | +3,092+2.0% | Added |
| Nicholas Hoffman & Company, LLC. | 157,559 | $58.3M | 1.35% | +257+0.2% | Added |
| Provident Investment Management, Inc. | 157,439 | $58.3M | 5.79% | +989+0.6% | Added |
| NorthRock Partners, LLC | 157,278 | $58.2M | 0.94% | +8,603+5.8% | Added |
| Forbes J M & Co LLP | 157,067 | $58.1M | 4.92% | −660−0.4% | Reduced |
| Cullinan Associates Inc | 156,407 | $57.9M | 4.68% | −21,338−12.0% | Reduced |
| Brevan Howard Capital Management LP | 1,611,410 | $57.8M | 0.59% | +1,602,025+17,070.1% | Added |
| Osborne Partners Capital Management, LLC | 155,924 | $57.7M | 3.05% | +21,657+16.1% | Added |
| C Partners Holding GmbH | 155,398 | $57.5M | 18.16% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 155,398 | $57.5M | 2.38% | +4,031+2.7% | Added |
| Ironvine Capital Partners, LLC | 155,117 | $57.4M | 6.31% | +735+0.5% | Added |
| Chicago Partners Investment Group LLC | 132,466 | $57.3M | 1.28% | +9,771+8.0% | Added |
| Jag Capital Management, LLC | 154,376 | $57.1M | 6.45% | +37,535+32.1% | Added |
| Roundview Capital LLC | 153,147 | $56.7M | 3.53% | +11,807+8.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 153,105 | $56.7M | 2.83% | −10,623−6.5% | Reduced |
| Vancity Investment Management Ltd | 152,873 | $56.6M | 8.99% | −9,329−5.8% | Reduced |
| Wedge Capital Management L L P | 152,752 | $56.5M | 1.04% | +21,637+16.5% | Added |
| Heritage Wealth Advisors | 151,798 | $56.2M | 2.20% | −29,218−16.1% | Reduced |
| Washington Trust Bank | 151,504 | $56.1M | 4.14% | −5,977−3.8% | Reduced |
| BTC Capital Management, Inc. | 151,366 | $56.0M | 3.79% | +31,736+26.5% | Added |
| Estabrook Capital Management | 151,051 | $55.9M | 8.16% | −1,180−0.8% | Reduced |
| Nixon Peabody Trust Co | 150,849 | $55.8M | 4.44% | −1,973−1.3% | Reduced |
| BDF-Gestion | 150,812 | $55.8M | 7.50% | +8,644+6.1% | Added |
| Colonial Trust Advisors | 150,752 | $55.8M | 4.34% | +245+0.2% | Added |
| Lowe Brockenbrough & Co Inc | 150,528 | $55.7M | 2.78% | +10,282+7.3% | Added |
| Fort Sheridan Advisors LLC | 150,256 | $55.6M | 6.72% | +819+0.5% | Added |
| LMCG Investments, LLC | 150,062 | $55.5M | 3.31% | −6,887−4.4% | Reduced |
| Change Path, LLC | 150,006 | $55.5M | 1.29% | +12,046+8.7% | Added |
| Vantage Investment Partners, LLC | 149,923 | $55.5M | 3.83% | +36,285+31.9% | Added |
| Campbell Newman Asset Management Inc | 149,775 | $55.4M | 4.50% | −32,708−17.9% | Reduced |
| Cumberland Partners Ltd | 149,757 | $55.4M | 4.21% | −41,879−21.9% | Reduced |
| Boston Private Wealth LLC | 149,691 | $55.4M | 3.65% | −4,468−2.9% | Reduced |
| Sowell Financial Services LLC | 149,571 | $55.4M | 2.05% | +4,830+3.3% | Added |
| Baldwin Brothers Inc | 149,528 | $55.4M | 4.02% | −17,913−10.7% | Reduced |
| Patten & Patten Inc | 149,414 | $55.3M | 3.34% | −1,267−0.8% | Reduced |
| ICONIQ Capital, LLC | 149,321 | $55.3M | 1.24% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 148,848 | $55.1M | 4.92% | −1,439−1.0% | Reduced |
| Confluence Investment Management LLC | 148,611 | $55.0M | 0.85% | −6,107−3.9% | Reduced |
| YHB Investment Advisors, Inc. | 148,446 | $55.0M | 3.94% | +105+0.1% | Added |
| Hollencrest Capital Management | 146,650 | $54.3M | 2.02% | −2,997−2.0% | Reduced |
| Silicon Valley Capital Partners | 145,756 | $54.0M | 5.29% | +11,923+8.9% | Added |
| Bristol Gate Capital Partners Inc. | 145,506 | $53.9M | 3.47% | −9,407−6.1% | Reduced |
| Osterweis Capital Management Inc | 144,666 | $53.6M | 2.76% | −31,958−18.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 144,455 | $53.5M | 1.70% | +10,525+7.9% | Added |
| Morningstar Investment Management LLC | 144,303 | $53.4M | 3.31% | +31,622+28.1% | Added |
| Leonteq Securities AG | 144,256 | $53.4M | 3.24% | +95,698+197.1% | Added |
| Te Ahumairangi Investment Management Ltd | 144,246 | $53.4M | 8.94% | +41,737+40.7% | Added |
| Synergy Financial Management, LLC | 143,747 | $53.2M | 5.65% | −27,968−16.3% | Reduced |
| Tower Bridge Advisors | 143,677 | $53.2M | 5.14% | +1,891+1.3% | Added |
| Boston Common Asset Management, LLC | 143,573 | $53.1M | 3.42% | −1,642−1.1% | Reduced |
| One Capital Management, LLC | 143,551 | $53.1M | 1.46% | +13,351+10.3% | Added |
| Beese Fulmer Investment Management, Inc. | 143,526 | $53.1M | 3.40% | +884+0.6% | Added |
| Caisse des Depots Et Consignations | 143,492 | $53.1M | 0.88% | +6,767+4.9% | Added |
| Quinn Opportunity Partners LLC | 143,250 | $53.0M | 2.78% | +89,750+167.8% | Added |