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
- +14 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
- 232
- 3,258 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 |
|---|---|---|---|---|---|
| Appleton Partners Inc | 119,394 | $44.2M | 3.08% | +1,943+1.7% | Added |
| Sagespring Wealth Partners, LLC | 119,355 | $44.2M | 0.81% | +2,893+2.5% | Added |
| Joel Isaacson & Co., LLC | 118,926 | $44.0M | 1.46% | +1,013+0.9% | Added |
| Greenbrier Partners Capital Management, LLC | 118,838 | $44.0M | 3.39% | −848−0.7% | Reduced |
| Spinnaker Trust | 118,423 | $43.8M | 2.43% | −219−0.2% | Reduced |
| TD Private Client Wealth LLC | 118,075 | $43.7M | 0.91% | −2,992−2.5% | Reduced |
| Fulton Bank, N.A. | 118,042 | $43.7M | 1.54% | −3,627−3.0% | Reduced |
| Kimelman & Baird, LLC | 117,857 | $43.6M | 3.59% | −3,237−2.7% | Reduced |
| Philadelphia Trust Co | 117,837 | $43.6M | 3.08% | −5,459−4.4% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 117,766 | $43.6M | 5.13% | +11,123+10.4% | Added |
| Papp L Roy & Associates | 117,221 | $43.4M | 5.00% | −68−0.1% | Reduced |
| General Pension Society PZU Joint Stock Co | 117,100 | $43.3M | 6.63% | +42,900+57.8% | Added |
| Cornerstone Capital, Inc. | 117,080 | $43.3M | 4.33% | +13,364+12.9% | Added |
| Kepler Cheuvreux (Suisse) SA | 116,894 | $43.3M | 2.88% | −21,643−15.6% | Reduced |
| Visionary Wealth Advisors | 116,754 | $43.2M | 1.91% | +5,134+4.6% | Added |
| Auxano Advisors, LLC | 116,548 | $43.1M | 8.61% | +261+0.2% | Added |
| Atomi Financial Group, Inc. | 116,001 | $42.9M | 1.32% | −7,044−5.7% | Reduced |
| McMillan Office, Inc. | 115,956 | $42.9M | 5.49% | +2,093+1.8% | Added |
| Robinhood Asset Management, LLC | 115,728 | $42.8M | 3.11% | +57,208+97.8% | Added |
| MASTERINVEST Kapitalanlage GmbH | 115,704 | $42.8M | 4.45% | −3,517−2.9% | Reduced |
| Barlow Wealth Partners, Inc. | 101,194 | $42.8M | 4.75% | +1,890+1.9% | Added |
| Van Hulzen Asset Management, LLC | 115,493 | $42.8M | 3.18% | +5,743+5.2% | Added |
| King Wealth | 115,377 | $42.7M | 5.34% | +2,465+2.2% | Added |
| Fidelis Capital Partners, LLC | 115,261 | $42.7M | 3.04% | +1,605+1.4% | Added |
| Ronald Blue Trust, Inc. | 114,793 | $42.5M | 0.49% | +9,703+9.2% | Added |
| Principle Wealth Partners LLC | 114,654 | $42.4M | 2.43% | +1,694+1.5% | Added |
| RAM Investment Partners, LLC | 114,617 | $42.4M | 7.45% | +7,862+7.4% | Added |
| Coerente Capital Management | 114,582 | $42.4M | 7.89% | +1,984+1.8% | Added |
| Trust Co of Virginia | 114,539 | $42.4M | 3.55% | −935−0.8% | Reduced |
| GMT Capital Corp | 114,500 | $42.4M | 1.93% | +114,500 | New |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 114,443 | $42.4M | 3.59% | +20,418+21.7% | Added |
| VestGen Advisors, LLC | 103,860 | $42.4M | 1.19% | +13,080+14.4% | Added |
| Fukoku Mutual Life Insurance Co | 114,356 | $42.3M | 2.77% | +27,495+31.7% | Added |
| Sora Investors LLC | 114,278 | $42.3M | 3.90% | −2,908−2.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 113,927 | $42.2M | 2.68% | +472+0.4% | Added |
| Syon Capital LLC | 113,877 | $42.2M | 2.12% | +240.0% | Added |
| Tompkins Financial Corp | 113,783 | $42.1M | 3.35% | −1,260−1.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 113,597 | $42.1M | 2.92% | +23,924+26.7% | Added |
| Alps Advisors Inc | 113,492 | $42.0M | 0.20% | −6,085−5.1% | Reduced |
| Willis Investment Counsel | 113,434 | $42.0M | 2.29% | +364+0.3% | Added |
| Amica Mutual Insurance Co | 113,116 | $41.9M | 3.60% | −2,109−1.8% | Reduced |
| Western Wealth Management, LLC | 112,983 | $41.8M | 1.61% | +22,875+25.4% | Added |
| Nicolet Bankshares Inc | 113,090 | $41.8M | 1.54% | +86,827+330.6% | Added |
| Carret Asset Management, LLC | 112,924 | $41.8M | 4.09% | −960−0.8% | Reduced |
| DuPont Capital Management Corp | 112,893 | $41.8M | 4.76% | +1,065+1.0% | Added |
| Matthew Goff Investment Advisor, LLC | 112,248 | $41.6M | 7.09% | −613−0.5% | Reduced |
| Kiley Juergens Wealth Management, LLC | 112,126 | $41.5M | 7.32% | −772−0.7% | Reduced |
| Capital Investment Services of America, Inc. | 112,111 | $41.5M | 4.33% | +2,121+1.9% | Added |
| Hoey Investments, Inc | 111,911 | $41.4M | 6.11% | −9,254−7.6% | Reduced |
| German American Bancorp, Inc. | 111,628 | $41.3M | 3.55% | +3,086+2.8% | Added |
| Smartleaf Asset Management LLC | 114,791 | $41.2M | 1.49% | +230.0% | Added |
| Wilsey Asset Management Inc | 111,284 | $41.2M | 6.46% | −410.0% | Reduced |
| Shufro Rose & Co LLC | 111,238 | $41.2M | 2.81% | +2,092+1.9% | Added |
| Chescapmanager LLC | 110,892 | $41.0M | 6.56% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 110,643 | $41.0M | 3.26% | +5,523+5.3% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 110,500 | $40.9M | 7.23% | +40,000+56.7% | Added |
| Circle Wealth Management, LLC | 110,208 | $40.8M | 0.58% | +1,902+1.8% | Added |
| Stillwater Capital Advisors, LLC | 110,031 | $40.7M | 4.65% | −1,176−1.1% | Reduced |
| Paralel Advisors LLC | 110,000 | $40.7M | 1.69% | −90,000−45.0% | Reduced |
| Ranmore Fund Management Ltd | 110,000 | $40.7M | 5.38% | +110,000 | New |
| Ninety One SA (PTY) Ltd | 111,076 | $40.7M | 1.75% | −37,865−25.4% | Reduced |
| Tamar Securities, LLC | 109,009 | $40.4M | 4.33% | +17,865+19.6% | Added |
| Wedbush Fund Advisers, LLC | 108,989 | $40.3M | 4.67% | +10,865+11.1% | Added |
| Beaumont Financial Advisors, LLC | 108,959 | $40.3M | 2.77% | +607+0.6% | Added |
| Anderson Hoagland & Co | 108,366 | $40.1M | 3.45% | +2,011+1.9% | Added |
| Ledyard National Bank | 108,300 | $40.1M | 3.48% | −3,434−3.1% | Reduced |
| 180 Wealth Advisors, LLC | 108,121 | $40.0M | 4.55% | +98+0.1% | Added |
| Wedmont Private Capital | 106,223 | $39.8M | 1.28% | −4,096−3.7% | Reduced |
| WestEnd Advisors, LLC | 107,393 | $39.8M | 0.96% | +9,873+10.1% | Added |
| Pine Valley Investments Ltd Liability Co | 107,306 | $39.7M | 1.93% | +2,689+2.6% | Added |
| Asset One Wealth Management LLC | 93,611 | $39.7M | 4.39% | +26,537+39.6% | Added |
| Thoroughbred Financial Services, LLC | 107,209 | $39.7M | 2.37% | +2,502+2.4% | Added |
| Arvest Bank Trust Division | 107,151 | $39.7M | 2.16% | +24,497+29.6% | Added |
| Bensler, LLC | 107,020 | $39.6M | 4.09% | −910−0.8% | Reduced |
| Orion Investment Co | 106,910 | $39.6M | 12.61% | +1,361+1.3% | Added |
| Schnieders Capital Management, LLC. | 106,738 | $39.5M | 6.28% | −4,099−3.7% | Reduced |
| Greenwood Gearhart Inc | 106,737 | $39.5M | 2.14% | +5,349+5.3% | Added |
| One Wealth Capital Management, LLC | 91,995 | $39.5M | 17.26% | −362−0.4% | Reduced |
| Journey Strategic Wealth LLC | 106,475 | $39.4M | 0.98% | −2,866−2.6% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 106,226 | $39.3M | 2.97% | +10,027+10.4% | Added |
| Insigneo Advisory Services, LLC | 106,030 | $39.2M | 2.79% | +8,140+8.3% | Added |
| Alerus Financial NA | 105,808 | $39.2M | 1.94% | +363+0.3% | Added |
| Heritage Trust Co | 105,807 | $39.2M | 3.93% | +2,913+2.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 105,800 | $39.2M | 0.12% | −18,159−14.6% | Reduced |
| SCS Capital Management LLC | 105,585 | $39.1M | 0.41% | −3,007−2.8% | Reduced |
| Essex Financial Services, Inc. | 105,311 | $39.0M | 2.19% | +1,151+1.1% | Added |
| S-Bank Fund Management Ltd | 105,219 | $38.9M | 5.80% | −6,192−5.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 105,156 | $38.9M | 3.48% | +14,395+15.9% | Added |
| Wealthcare Advisory Partners LLC | 105,087 | $38.9M | 0.76% | +118+0.1% | Added |
| CenterBook Partners LP | 104,964 | $38.9M | 2.09% | +7,064+7.2% | Added |
| Vestor Capital, LLC | 104,863 | $38.8M | 2.81% | +104,777+121,833.7% | Added |
| Means Investment Co., Inc. | 104,601 | $38.7M | 3.38% | +2,910+2.9% | Added |
| Oslo Pensjonsforsikring AS | 104,314 | $38.6M | 6.01% | +104,314 | New |
| Twin Capital Management Inc | 104,124 | $38.5M | 4.97% | +196+0.2% | Added |
| Rollins Financial Advisors, LLC | 104,097 | $38.5M | 6.09% | −1,547−1.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 103,951 | $38.5M | 0.73% | −1,574−1.5% | Reduced |
| Clare Market Investments LLC | 103,877 | $38.5M | 8.04% | +103,877 | New |
| Coastline Trust Co | 103,626 | $38.4M | 3.81% | −3,031−2.8% | Reduced |
| Clarity Financial LLC | 103,603 | $38.4M | 4.17% | +27,850+36.8% | Added |
| HBK Sorce Advisory LLC | 91,356 | $37.9M | 0.77% | +2,176+2.4% | Added |