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 |
|---|---|---|---|---|---|
| Steigerwald, Gordon & Koch Inc. | 85,118 | $31.5M | 3.23% | +332+0.4% | Added |
| ARS Wealth Advisors Group, LLC | 85,093 | $31.5M | 2.66% | +2,521+3.1% | Added |
| Auxier Asset Management | 84,932 | $31.4M | 4.51% | −13,294−13.5% | Reduced |
| JGP Wealth Management, LLC | 84,834 | $31.4M | 3.27% | +5,035+6.3% | Added |
| Bank of Nova Scotia Trust Co | 84,775 | $31.4M | 2.69% | +205+0.2% | Added |
| International Assets Investment Management, LLC | 84,912 | $31.4M | 2.18% | +89+0.1% | Added |
| Spinecap SAS | 84,648 | $31.3M | 11.50% | +84,648 | New |
| Lakeside Advisors, INC. | 84,637 | $31.3M | 20.91% | −361−0.4% | Reduced |
| Ithaka Group LLC | 84,601 | $31.3M | 6.50% | +1,812+2.2% | Added |
| River Wealth Advisors LLC | 84,305 | $31.2M | 3.58% | +3,172+3.9% | Added |
| Cambient Family Office, LLC | 84,164 | $31.2M | 4.35% | −3,594−4.1% | Reduced |
| Kovack Advisors, Inc. | 83,957 | $31.1M | 1.66% | −16,890−16.7% | Reduced |
| Connors Investor Services Inc | 84,092 | $31.1M | 2.87% | +18,421+28.1% | Added |
| Pictet North America Advisors SA | 84,379 | $31.1M | 3.09% | +407+0.5% | Added |
| Capco Asset Management, LLC | 83,952 | $31.1M | 8.48% | +13,361+18.9% | Added |
| Culbertson A N & Co Inc | 83,877 | $31.0M | 4.03% | +1,895+2.3% | Added |
| Sky Investment Group LLC | 83,662 | $31.0M | 5.31% | +61+0.1% | Added |
| Hillsdale Investment Management Inc. | 83,612 | $31.0M | 0.84% | +8,450+11.2% | Added |
| Crewe Advisors LLC | 83,595 | $30.9M | 2.64% | +24,042+40.4% | Added |
| Zuckerman Investment Group, LLC | 83,482 | $30.9M | 2.90% | +14,474+21.0% | Added |
| Burney Co | 83,388 | $30.9M | 0.97% | −79,100−48.7% | Reduced |
| Pure Financial Advisors, Inc. | 83,378 | $30.9M | 0.44% | +6,173+8.0% | Added |
| Fulcrum Capital LLC | 83,376 | $30.9M | 6.70% | +6,364+8.3% | Added |
| Hunter Associates Investment Management LLC | 83,346 | $30.9M | 4.08% | −131−0.2% | Reduced |
| Davidson Kempner Capital Management LP | 83,000 | $30.7M | 0.55% | −62,584−43.0% | Reduced |
| Rings Capital Management LLC | 83,000 | $30.7M | 16.51% | 00.0% | Unchanged |
| Cypress Capital Group | 82,840 | $30.7M | 3.45% | −2,027−2.4% | Reduced |
| Trust Asset Management LLC | 82,545 | $30.6M | 2.19% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 82,516 | $30.5M | 2.09% | −3,703−4.3% | Reduced |
| Avestar Capital, LLC | 82,422 | $30.5M | 2.09% | −1,426−1.7% | Reduced |
| Managed Asset Portfolios, LLC | 82,393 | $30.5M | 3.66% | −6,319−7.1% | Reduced |
| Spirepoint Private Client, LLC | 82,374 | $30.5M | 2.90% | +3,012+3.8% | Added |
| AMG National Trust Bank | 82,342 | $30.5M | 0.66% | +11,168+15.7% | Added |
| Covington Investment Advisors Inc. | 82,298 | $30.5M | 4.48% | −3,590−4.2% | Reduced |
| St Germain D J Co Inc | 82,128 | $30.4M | 1.20% | −1,738−2.1% | Reduced |
| Krilogy Financial LLC | 72,248 | $30.4M | 0.98% | −5,026−6.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 82,003 | $30.4M | 1.81% | +3,199+4.1% | Added |
| Ironwood Investment Counsel, LLC | 81,981 | $30.3M | 4.37% | −1,542−1.8% | Reduced |
| Fagan Associates, Inc. | 81,692 | $30.2M | 4.20% | −70−0.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 81,668 | $30.2M | 0.53% | −13,478−14.2% | Reduced |
| DSG Capital Advisors, LLC | 81,571 | $30.2M | 4.83% | +1,591+2.0% | Added |
| Wallington Asset Management, LLC | 81,433 | $30.1M | 4.01% | −4,027−4.7% | Reduced |
| SRS Capital Advisors, Inc. | 81,385 | $30.1M | 0.85% | −8,153−9.1% | Reduced |
| Integrity Alliance, LLC. | 81,364 | $30.1M | 1.15% | +15,645+23.8% | Added |
| WealthPlan Investment Management, LLC | 81,091 | $30.0M | 1.67% | +18,278+29.1% | Added |
| LaFleur & Godfrey LLC | 81,090 | $30.0M | 3.74% | +1,403+1.8% | Added |
| Overbrook Management Corp | 81,039 | $30.0M | 5.67% | −6,496−7.4% | Reduced |
| Amiral Gestion | 80,969 | $30.0M | 16.65% | +2,250+2.9% | Added |
| Independence Bank of Kentucky | 80,904 | $29.9M | 3.79% | +3,391+4.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 80,889 | $29.9M | 0.09% | +27,285+50.9% | Added |
| CapWealth Advisors, LLC | 80,871 | $29.9M | 2.22% | −7,871−8.9% | Reduced |
| National Asset Management, Inc. | 83,224 | $29.9M | 1.93% | −21,851−20.8% | Reduced |
| Progressive Investment Management Corp | 80,676 | $29.9M | 7.88% | +270.0% | Added |
| Gluskin Sheff & Assoc Inc | 80,654 | $29.9M | 4.97% | +6,512+8.8% | Added |
| Checchi Capital Advisers, LLC | 80,329 | $29.7M | 2.04% | +2,715+3.5% | Added |
| Foster & Motley Inc | 80,287 | $29.7M | 1.53% | +5,487+7.3% | Added |
| Deprince Race & Zollo Inc | 80,170 | $29.7M | 0.56% | +80,170 | New |
| Hillman Co | 80,136 | $29.7M | 11.54% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 75,450 | $29.7M | 1.70% | +3,004+4.1% | Added |
| Capital Asset Advisory Services LLC | 70,940 | $29.7M | 1.14% | +10,306+17.0% | Added |
| Permanent Capital Management, LP | 72,667 | $29.6M | 4.61% | +478+0.7% | Added |
| Ardmore Road Asset Management LP | 80,000 | $29.6M | 1.95% | −12,765−13.8% | Reduced |
| Central Securities Corp | 80,000 | $29.6M | 2.44% | 00.0% | Unchanged |
| Cincinnati Casualty Co | 80,000 | $29.6M | 15.47% | 00.0% | Unchanged |
| Mirabaud & Cie SA | 79,709 | $29.5M | 12.01% | −1,450−1.8% | Reduced |
| NFJ Investment Group, LLC | 79,453 | $29.4M | 1.12% | −3,964−4.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 79,262 | $29.3M | 1.44% | +1,659+2.1% | Added |
| Rothschild Investment LLC | 78,974 | $29.2M | 1.53% | +9,062+13.0% | Added |
| TenCore Partners, LP | 78,866 | $29.2M | 22.68% | −5,595−6.6% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 78,607 | $29.1M | 4.09% | +8,599+12.3% | Added |
| Edge Wealth Management LLC | 78,542 | $29.1M | 4.97% | −3,724−4.5% | Reduced |
| Sunbelt Securities, Inc. | 78,521 | $29.1M | 1.83% | +2,784+3.7% | Added |
| 1st Source Bank | 78,514 | $29.1M | 1.50% | +213+0.3% | Added |
| Davis Selected Advisers | 78,489 | $29.1M | 0.13% | +17,688+29.1% | Added |
| Griffin Asset Management, Inc. | 78,484 | $29.1M | 3.28% | −2,645−3.3% | Reduced |
| Woodmont Investment Counsel LLC | 78,322 | $29.0M | 1.79% | +2,530+3.3% | Added |
| Cornerstone Wealth Management, LLC | 78,292 | $29.0M | 1.45% | +4,129+5.6% | Added |
| Norden Group LLC | 78,271 | $29.0M | 2.78% | +6,354+8.8% | Added |
| Everest Financial Group LLC | 78,266 | $29.0M | 4.77% | +8,583+12.3% | Added |
| Golden State Equity Partners | 78,250 | $29.0M | 2.19% | +34,805+80.1% | Added |
| Davy Global Fund Management Ltd | 78,185 | $28.9M | 2.20% | −683−0.9% | Reduced |
| Stenger Family Office, LLC | 77,896 | $28.8M | 5.23% | +9,602+14.1% | Added |
| Cache Advisors, LLC | 77,875 | $28.8M | 3.33% | +15,114+24.1% | Added |
| Nations Financial Group Inc, | 77,872 | $28.8M | 1.48% | −5,872−7.0% | Reduced |
| Benin Management CORP | 77,798 | $28.8M | 6.47% | +2,774+3.7% | Added |
| Gilder Gagnon Howe & Co LLC | 77,787 | $28.8M | 0.35% | −84,909−52.2% | Reduced |
| Abner Herrman & Brock LLC | 77,772 | $28.8M | 3.18% | +172+0.2% | Added |
| Torray LLC | 77,732 | $28.8M | 4.22% | +43,772+128.9% | Added |
| Palestra Capital Management LLC | 77,662 | $28.7M | 1.13% | −69,762−47.3% | Reduced |
| Pennsylvania Capital Management Inc | 77,396 | $28.6M | 8.20% | +52+0.1% | Added |
| Courier Capital LLC | 77,394 | $28.6M | 1.60% | −674−0.9% | Reduced |
| Foyston, Gordon, & Payne Inc | 77,366 | $28.6M | 6.61% | +1,290+1.7% | Added |
| Iyo Bank, Ltd. | 77,222 | $28.6M | 10.17% | 00.0% | Unchanged |
| Ostrum Asset Management | 77,162 | $28.6M | 1.60% | −123,426−61.5% | Reduced |
| Canandaigua National Corp | 76,939 | $28.5M | 2.55% | +76,939 | New |
| RFG Advisory, LLC | 76,721 | $28.4M | 0.52% | +16,628+27.7% | Added |
| Caldwell Trust Co | 76,667 | $28.4M | 2.54% | +1,791+2.4% | Added |
| Cardinal Capital Management, Inc. | 76,652 | $28.4M | 0.76% | +21,435+38.8% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 76,500 | $28.3M | 10.79% | +76,500 | New |
| Parcion Private Wealth LLC | 76,498 | $28.3M | 1.76% | +2,420+3.3% | Added |