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 |
|---|---|---|---|---|---|
| Howard Hughes Medical Institute | 102,314 | $37.9M | 9.11% | +100,714+6,294.6% | Added |
| Blue Chip Partners, Inc. | 102,117 | $37.8M | 2.72% | +1,314+1.3% | Added |
| Dock Street Asset Management Inc | 102,088 | $37.8M | 3.97% | +1,095+1.1% | Added |
| Archon Partners LLC | 102,000 | $37.8M | 4.47% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 101,948 | $37.7M | 1.56% | +34,096+50.3% | Added |
| Aquatic Capital Management LLC | 101,947 | $37.7M | 1.08% | +44,362+77.0% | Added |
| Intesa Sanpaolo Wealth Management | 101,905 | $37.7M | 9.21% | +5,715+5.9% | Added |
| Anchor Investment Management, LLC | 101,787 | $37.7M | 3.14% | −2,166−2.1% | Reduced |
| TruWealth Advisors, LLC | 101,532 | $37.6M | 1.81% | +4,745+4.9% | Added |
| Lynch & Associates | 101,040 | $37.4M | 7.02% | −294−0.3% | Reduced |
| Gladstone Institutional Advisory LLC | 100,842 | $37.3M | 1.38% | +707+0.7% | Added |
| Geneos Wealth Management Inc. | 100,681 | $37.3M | 0.86% | −2,125−2.1% | Reduced |
| Terry L. Blaker | 100,593 | $37.2M | 1.42% | −4,573−4.3% | Reduced |
| Simmons Bank | 100,322 | $37.1M | 2.49% | +4,318+4.5% | Added |
| MidFirst Bank | 100,305 | $37.1M | 3.07% | −8,791−8.1% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 99,945 | $37.0M | 7.31% | −5,352−5.1% | Reduced |
| Titan Investment Solutions Ltd | 99,918 | $37.0M | 4.73% | −2,831−2.8% | Reduced |
| Johnson Financial Group, Inc. | 99,549 | $36.9M | 1.33% | +2,035+2.1% | Added |
| Penserra Capital Management LLC | 99,407 | $36.8M | 0.43% | +4,863+5.1% | Added |
| Pennant Investors, LP | 99,400 | $36.8M | 10.19% | +15,000+17.8% | Added |
| GM Advisory Group, Inc. | 99,371 | $36.8M | 1.42% | +13,621+15.9% | Added |
| American National Bank | 99,319 | $36.8M | 3.51% | +391+0.4% | Added |
| PKO Investment Management Joint-Stock Co | 99,000 | $36.6M | 3.08% | −13,000−11.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 98,960 | $36.6M | 2.07% | +54,200+121.1% | Added |
| Weatherly Asset Management L. P. | 98,717 | $36.5M | 2.96% | −420.0% | Reduced |
| Absher Wealth Management, LLC | 98,624 | $36.5M | 4.28% | +22,586+29.7% | Added |
| Quest Investment Management LLC | 98,072 | $36.3M | 4.24% | −387−0.4% | Reduced |
| Evolve Private Wealth, LLC | 98,048 | $36.3M | 1.94% | +20,100+25.8% | Added |
| Rossmore Private Capital | 98,020 | $36.3M | 3.20% | −104−0.1% | Reduced |
| Belpointe Asset Management LLC | 97,568 | $36.1M | 1.32% | +12,198+14.3% | Added |
| Spartan Wealth Advisory Services LLC | 97,566 | $36.1M | 3.16% | +97,566 | New |
| Invictus Private Wealth, LLC | 97,560 | $36.1M | 2.23% | +6,258+6.9% | Added |
| Knollwood Investment Advisory, LLC | 97,421 | $36.1M | 3.64% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 97,317 | $36.0M | 2.97% | +5,737+6.3% | Added |
| Angeles Wealth Management, LLC | 97,065 | $35.9M | 1.95% | −1,107−1.1% | Reduced |
| Emerald Investment Advisers, LLC | 96,552 | $35.7M | 3.21% | +96,552 | New |
| North Star Investment Management Corp. | 96,546 | $35.7M | 2.17% | +827+0.9% | Added |
| Lakewood Capital Management, LP | 96,534 | $35.7M | 2.29% | +96,534 | New |
| Kingswood Wealth Advisors, LLC | 96,356 | $35.7M | 1.69% | +3,181+3.4% | Added |
| Fundamentun, LLC | 96,289 | $35.6M | 1.43% | +2,762+3.0% | Added |
| ProVise Management Group, LLC | 96,070 | $35.6M | 2.56% | +2,480+2.6% | Added |
| Financial Engines Advisors L.L.C. | 96,042 | $35.6M | 0.07% | +1,608+1.7% | Added |
| Dash Acquisitions Inc. | 85,029 | $35.5M | 7.40% | +1,765+2.1% | Added |
| EverSource Wealth Advisors, LLC | 95,488 | $35.3M | 1.08% | +26,285+38.0% | Added |
| Harbor Investment Advisory, LLC | 94,967 | $35.2M | 2.77% | −57,096−37.5% | Reduced |
| Verity & Verity, LLC | 94,694 | $35.1M | 2.61% | +18,021+23.5% | Added |
| Northside Capital Management, LLC | 94,693 | $35.1M | 3.08% | +17,796+23.1% | Added |
| Verus Capital Partners, LLC | 94,051 | $34.8M | 2.40% | −72,351−43.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 94,047 | $34.8M | 2.37% | +1,301+1.4% | Added |
| Trinity Street Asset Management LLP | 94,039 | $34.8M | 2.39% | +19,189+25.6% | Added |
| Tran Capital Management, L.P. | 94,032 | $34.8M | 4.78% | −26,138−21.8% | Reduced |
| Sawgrass Asset Management LLC | 94,002 | $34.8M | 5.24% | −2,600−2.7% | Reduced |
| Bath Savings Trust Co | 93,859 | $34.7M | 3.71% | −1,050−1.1% | Reduced |
| Groupe des Assurances du Credit Mutuel | 93,600 | $34.6M | 17.12% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 93,524 | $34.6M | 5.68% | −764−0.8% | Reduced |
| Aaron Wealth Advisors | 93,286 | $34.5M | 2.00% | −13,791−12.9% | Reduced |
| HORAN Wealth, LLC | 87,978 | $34.4M | 3.27% | +44,470+102.2% | Added |
| Palisade Capital Management LLC | 92,720 | $34.3M | 1.14% | +464+0.5% | Added |
| Lyell Wealth Management, LP | 92,487 | $34.2M | 2.52% | +338+0.4% | Added |
| Bridgeway Capital Management, LLC | 92,223 | $34.1M | 0.69% | −1,566−1.7% | Reduced |
| Lee Danner & Bass Inc | 91,907 | $34.0M | 2.14% | −3,409−3.6% | Reduced |
| Smithfield Trust Co | 91,711 | $34.0M | 1.48% | −107−0.1% | Reduced |
| Moran Wealth Management, LLC | 91,657 | $33.9M | 1.04% | −5,342−5.5% | Reduced |
| Professional Advisory Services Inc | 91,505 | $33.9M | 4.68% | +11,778+14.8% | Added |
| Verdence Capital Advisors LLC | 91,381 | $33.8M | 1.97% | +277+0.3% | Added |
| First Nebraska Trust Co | 90,880 | $33.6M | 3.11% | +3,829+4.4% | Added |
| RWWM, Inc. | 90,658 | $33.6M | 2.45% | −1,742−1.9% | Reduced |
| AlphaCore Capital LLC | 90,532 | $33.5M | 0.79% | −15,523−14.6% | Reduced |
| BOCHK Asset Management Ltd | 90,237 | $33.4M | 6.91% | +75,457+510.5% | Added |
| Westerkirk Capital Inc. | 90,213 | $33.4M | 3.60% | −3,634−3.9% | Reduced |
| Columbia Asset Management | 90,105 | $33.4M | 6.35% | −64−0.1% | Reduced |
| Fiduciary Group LLC | 90,095 | $33.4M | 2.85% | +238+0.3% | Added |
| Nemes Rush Group LLC | 90,089 | $33.3M | 3.17% | +8,382+10.3% | Added |
| Renaissance Group LLC | 90,010 | $33.3M | 1.39% | +2,425+2.8% | Added |
| SP Asset Management LLC | 90,006 | $33.3M | 2.94% | +7,811+9.5% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 90,000 | $33.3M | 0.56% | −410,000−82.0% | Reduced |
| Proem Advisors LLC | 90,000 | $33.3M | 11.00% | +15,000+20.0% | Added |
| Philosophy Capital Management LLC | 90,000 | $33.3M | 3.88% | +90,000 | New |
| Mather Group, LLC. | 89,968 | $33.3M | 0.33% | −1,770−1.9% | Reduced |
| Howe & Rusling Inc | 89,886 | $33.3M | 2.17% | +6,880+8.3% | Added |
| AlTi Global, Inc. | 89,854 | $33.3M | 0.72% | +8,736+10.8% | Added |
| American Assets Investment Management, LLC | 89,650 | $33.2M | 2.25% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 89,453 | $33.1M | 5.57% | +4,111+4.8% | Added |
| Resources Management Corp | 88,909 | $32.9M | 4.37% | +1,819+2.1% | Added |
| Larson Financial Group LLC | 88,625 | $32.8M | 1.05% | +9,083+11.4% | Added |
| Journey Advisory Group, LLC | 88,604 | $32.8M | 2.81% | +142+0.2% | Added |
| Allen Operations LLC | 88,383 | $32.7M | 4.88% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 88,322 | $32.7M | 1.46% | −17,417−16.5% | Reduced |
| Marco Investment Management LLC | 88,264 | $32.7M | 2.47% | −63−0.1% | Reduced |
| Defiance ETFs, LLC | 87,892 | $32.5M | 0.47% | +4,433+5.3% | Added |
| Randolph Co Inc | 87,655 | $32.4M | 3.10% | −260−0.3% | Reduced |
| Leavell Investment Management, Inc. | 87,490 | $32.4M | 1.33% | −1,554−1.7% | Reduced |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | 87,263 | $32.3M | 4.80% | +16,386+23.1% | Added |
| Algert Global LLC | 87,235 | $32.3M | 0.49% | +3,546+4.2% | Added |
| Jacobs & Co | 87,034 | $32.2M | 3.18% | +1,386+1.6% | Added |
| Ally Financial Inc. | 87,000 | $32.2M | 4.01% | +45,000+107.1% | Added |
| Icon Wealth Advisors, LLC | 75,606 | $32.1M | 2.08% | −15,698−17.2% | Reduced |
| Goelzer Investment Management, Inc. | 86,279 | $31.9M | 1.54% | +2,207+2.6% | Added |
| Cullen Investment Group, Ltd. | 85,580 | $31.7M | 4.18% | +2,101+2.5% | Added |
| Heron Bay Capital Management | 85,389 | $31.6M | 2.91% | +38,490+82.1% | Added |