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 |
|---|---|---|---|---|---|
| FRG Family Wealth Advisors LLC | 142,760 | $52.8M | 8.66% | +1,458+1.0% | Added |
| Baskin Financial Services Inc. | 142,718 | $52.8M | 4.33% | −544−0.4% | Reduced |
| Act Two Investors LLC | 142,660 | $52.8M | 11.65% | −3,310−2.3% | Reduced |
| GFI Investment Counsel Ltd. | 142,198 | $52.6M | 7.20% | −37,695−21.0% | Reduced |
| Ascent Group, LLC | 142,169 | $52.6M | 1.82% | −447−0.3% | Reduced |
| GCQ Funds Management Pty Ltd | 142,096 | $52.6M | 6.99% | +142,096 | New |
| Petrus Trust Company, LTA | 141,512 | $52.4M | 5.72% | −8,350−5.6% | Reduced |
| Ulysses Management LLC | 141,367 | $52.3M | 19.71% | −2,407−1.7% | Reduced |
| Garde Capital, Inc. | 141,220 | $52.3M | 3.13% | −8,955−6.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 140,150 | $51.9M | 5.62% | −5,484−3.8% | Reduced |
| Granite Investment Partners, LLC | 139,809 | $51.8M | 3.18% | −7,597−5.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 139,575 | $51.7M | 2.23% | +860+0.6% | Added |
| Hemenway Trust Co LLC | 139,303 | $51.6M | 4.15% | +2,223+1.6% | Added |
| Apella Capital, LLC | 121,363 | $51.3M | 0.76% | +18,735+18.3% | Added |
| Coronation Fund Managers Ltd. | 138,606 | $51.3M | 2.34% | +45,793+49.3% | Added |
| Montag A & Associates Inc | 138,391 | $51.2M | 2.38% | −184−0.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 138,169 | $51.1M | 1.29% | +15,567+12.7% | Added |
| IHT Wealth Management, LLC | 137,964 | $51.1M | 1.19% | +15,504+12.7% | Added |
| Oak Associates, Ltd | 137,292 | $50.8M | 3.42% | −11,776−7.9% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 137,237 | $50.8M | 11.08% | +15,473+12.7% | Added |
| Boston Family Office LLC | 136,974 | $50.7M | 3.37% | −996−0.7% | Reduced |
| Simplex Trading, LLC | 136,729 | $50.6M | 1.57% | +66,119+93.6% | Added |
| GAM Holding AG | 136,639 | $50.6M | 4.44% | −33,236−19.6% | Reduced |
| GW Henssler & Associates Ltd | 136,503 | $50.5M | 2.38% | +3,844+2.9% | Added |
| V-Square Quantitative Management LLC | 136,248 | $50.4M | 5.33% | +782+0.6% | Added |
| Everence Capital Management Inc | 135,978 | $50.3M | 3.07% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 135,884 | $50.3M | 5.17% | +284+0.2% | Added |
| SIH Partners, LLLP | 135,642 | $50.2M | 1.55% | +135,642 | New |
| Levin Capital Strategies, L.P. | 135,383 | $50.1M | 3.81% | −3,261−2.4% | Reduced |
| Sigma Planning Corp | 135,061 | $50.0M | 1.39% | +500.0% | Added |
| WCG Wealth Advisors LLC | 134,980 | $50.0M | 1.40% | +10,435+8.4% | Added |
| Cornerstone Wealth Group, LLC | 117,697 | $49.9M | 3.22% | +18,946+19.2% | Added |
| PFG Investments, LLC | 134,176 | $49.7M | 2.31% | +5,952+4.6% | Added |
| China Universal Asset Management Co., Ltd. | 134,119 | $49.6M | 3.76% | −10,339−7.2% | Reduced |
| Stony Point Capital LLC | 133,839 | $49.5M | 4.01% | −585−0.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 133,582 | $49.4M | 3.87% | −1,388−1.0% | Reduced |
| First Horizon Corp | 132,259 | $49.0M | 2.05% | +15,120+12.9% | Added |
| FourThought Financial Partners, LLC | 132,126 | $48.9M | 4.22% | +15,305+13.1% | Added |
| Spire Wealth Management | 132,070 | $48.9M | 1.67% | −5,115−3.7% | Reduced |
| Seilern Investment Management Ltd | 131,825 | $48.8M | 5.82% | −51,974−28.3% | Reduced |
| KMG Fiduciary Partners, LLC | 131,743 | $48.8M | 3.61% | +4,186+3.3% | Added |
| Corvex Management LP | 131,661 | $48.7M | 1.94% | −42,000−24.2% | Reduced |
| Wendell David Associates Inc | 131,592 | $48.7M | 5.30% | −1,387−1.0% | Reduced |
| Savvy Advisors, Inc. | 131,552 | $48.7M | 1.31% | +20,075+18.0% | Added |
| Dynamic Advisor Solutions LLC | 131,358 | $48.6M | 1.53% | −4,348−3.2% | Reduced |
| Bellevue Asset Management, LLC | 130,594 | $48.3M | 24.19% | −4,944−3.6% | Reduced |
| Addenda Capital Inc. | 130,541 | $48.3M | 1.36% | +2,892+2.3% | Added |
| Jane Street Group, LLC | 130,269 | $48.2M | 0.05% | −977,835−88.2% | Reduced |
| Hohimer Wealth Management, LLC | 130,217 | $48.2M | 5.89% | +38,448+41.9% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 130,159 | $48.2M | 4.01% | +4,377+3.5% | Added |
| Blacksheep Fund Management Ltd | 130,140 | $48.2M | 19.49% | +45,860+54.4% | Added |
| Gamco Investors, Inc. Et Al | 130,045 | $48.1M | 0.47% | +7,757+6.3% | Added |
| Baxter Bros Inc | 129,984 | $48.1M | 5.94% | −582−0.4% | Reduced |
| Equitable Trust Co | 129,212 | $47.8M | 2.21% | −959−0.7% | Reduced |
| Palisade Asset Management, LLC | 129,181 | $47.8M | 4.80% | +993+0.8% | Added |
| Fiduciary Alliance LLC | 115,569 | $47.5M | 2.87% | −625−0.5% | Reduced |
| F/M Investments LLC | 128,333 | $47.5M | 3.15% | −91,083−41.5% | Reduced |
| Yarbrough Capital, LLC | 127,986 | $47.4M | 1.66% | −1,808−1.4% | Reduced |
| Albion Financial Group | 127,509 | $47.2M | 3.05% | −3,600−2.7% | Reduced |
| XXEC, Inc. | 102,148 | $47.2M | 8.43% | +84,672+484.5% | Added |
| Academy Capital Management Inc | 127,382 | $47.2M | 6.74% | −3,957−3.0% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 126,985 | $47.0M | 0.96% | +18,492+17.0% | Added |
| Frank, Rimerman Advisors LLC | 126,905 | $47.0M | 3.08% | +4,041+3.3% | Added |
| General American Investors Co Inc | 126,400 | $46.8M | 3.09% | −53,600−29.8% | Reduced |
| Gillespie Robinson & Grimm Inc | 126,373 | $46.8M | 3.40% | +1,104+0.9% | Added |
| Callahan Advisors, LLC | 126,164 | $46.7M | 3.90% | +1,465+1.2% | Added |
| Applied Finance Capital Management, LLC | 126,019 | $46.6M | 3.50% | +8,814+7.5% | Added |
| Jump Financial, LLC | 125,777 | $46.6M | 0.69% | −14,859−10.6% | Reduced |
| Cidel Asset Management Inc | 125,188 | $46.3M | 2.53% | −32,100−20.4% | Reduced |
| Hardman Johnston Global Advisors LLC | 125,120 | $46.3M | 2.20% | −34,100−21.4% | Reduced |
| TRB Advisors LP | 125,000 | $46.3M | 31.72% | +5,000+4.2% | Added |
| Manitou Investment Management Ltd. | 124,986 | $46.3M | 9.15% | +22,654+22.1% | Added |
| McIlrath & Eck, LLC | 124,543 | $46.1M | 3.42% | +18,127+17.0% | Added |
| Auto-Owners Insurance Co | 124,303 | $46.0M | 0.96% | −20.0% | Reduced |
| Long Focus Capital Management, LLC | 124,000 | $45.9M | 2.01% | +124,000 | New |
| Van Cleef Asset Management,Inc | 123,995 | $45.9M | 4.94% | −137−0.1% | Reduced |
| Pittenger & Anderson Inc | 123,856 | $45.8M | 1.82% | +1,635+1.3% | Added |
| Liontrust Investment Partners LLP | 123,767 | $45.8M | 0.78% | −346,590−73.7% | Reduced |
| Wellington Shields Capital Management, LLC | 123,668 | $45.8M | 6.87% | +11,359+10.1% | Added |
| Cantor Fitzgerald, L. P. | 123,480 | $45.7M | 1.66% | +111,036+892.3% | Added |
| Amussen Hunsaker Associates LLC | 122,966 | $45.5M | 4.81% | +7,724+6.7% | Added |
| Cypress Funds LLC | 122,677 | $45.4M | 11.42% | −35,526−22.5% | Reduced |
| Capital Analysts, LLC | 122,592 | $45.4M | 1.19% | −2,487−2.0% | Reduced |
| Petredis Investment Advisors LLC | 122,243 | $45.3M | 3.70% | −1,388−1.1% | Reduced |
| Harbour Investments, Inc. | 122,043 | $45.2M | 0.70% | +42,248+52.9% | Added |
| Bank of Hawaii | 121,915 | $45.1M | 2.36% | −2,384−1.9% | Reduced |
| Founders Capital Management, LLC | 121,890 | $45.1M | 7.42% | +1,461+1.2% | Added |
| Sandhill Capital Partners LLC | 121,801 | $45.1M | 3.88% | +94,093+339.6% | Added |
| Venturi Wealth Management, LLC | 121,750 | $45.1M | 2.03% | +6,545+5.7% | Added |
| CX Institutional | 121,562 | $45.0M | 1.37% | +12,362+11.3% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 121,196 | $44.9M | 2.63% | +12,874+11.9% | Added |
| Unio Capital LLC | 121,057 | $44.8M | 9.61% | +29,615+32.4% | Added |
| Evoke Wealth, LLC | 121,002 | $44.8M | 0.83% | −10,923−8.3% | Reduced |
| New Age Alpha Advisors, LLC | 120,592 | $44.6M | 2.09% | −3,237−2.6% | Reduced |
| Atmos Capital Gestao de Recursos Ltda. | 120,556 | $44.6M | 7.70% | +97,806+429.9% | Added |
| Burns J W & Co Inc | 120,322 | $44.5M | 5.10% | −8,248−6.4% | Reduced |
| Martingale Asset Management L P | 120,001 | $44.4M | 1.11% | +11,852+11.0% | Added |
| Rheos Capital Works Inc. | 120,000 | $44.4M | 2.97% | +34,700+40.7% | Added |
| Grace & Mercy Foundation, Inc. | 119,530 | $44.2M | 10.80% | +1,000+0.8% | Added |
| Novare Capital Management LLC | 119,502 | $44.2M | 3.51% | −254−0.2% | Reduced |