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 |
|---|---|---|---|---|---|
| Generali Investments, Management Co LLC | 76,448 | $28.3M | 6.58% | +25,888+51.2% | Added |
| Charter Trust Co | 76,383 | $28.3M | 1.65% | +574+0.8% | Added |
| Nexus Investment Management ULC | 76,352 | $28.3M | 3.95% | +700+0.9% | Added |
| Sand Hill Global Advisors, LLC | 76,135 | $28.2M | 0.95% | +9,737+14.7% | Added |
| LS Investment Advisors, LLC | 76,023 | $28.1M | 4.21% | −3,493−4.4% | Reduced |
| Jasper Ridge Partners, L.P. | 75,886 | $28.1M | 0.63% | 00.0% | Unchanged |
| Mars Jewett Financial Group, Inc. | 75,834 | $28.1M | 8.89% | +2,259+3.1% | Added |
| Naples Global Advisors, LLC | 75,815 | $28.1M | 2.05% | +1,366+1.8% | Added |
| Coastal Bridge Advisors, LLC | 75,620 | $28.0M | 1.98% | −53−0.1% | Reduced |
| NZS Capital, LLC | 75,548 | $28.0M | 0.93% | +1,500+2.0% | Added |
| Mirae Asset Securities (USA) Inc. | 75,485 | $27.9M | 1.32% | +285+0.4% | Added |
| Hallmark Capital Management Inc | 75,351 | $27.9M | 1.80% | +463+0.6% | Added |
| Perennial Advisors, LLC | 75,275 | $27.9M | 4.74% | +957+1.3% | Added |
| Long Corridor Asset Management Ltd | 75,000 | $27.8M | 6.75% | +75,000 | New |
| M. Kraus & Co | 74,971 | $27.8M | 8.09% | +190.0% | Added |
| Altrafin AG | 74,926 | $27.7M | 9.56% | +14,081+23.1% | Added |
| Bridgewater Advisors Inc. | 68,351 | $27.7M | 1.65% | −1,512−2.2% | Reduced |
| Itau Unibanco Holding S.A. | 74,617 | $27.6M | 0.66% | −43,311−36.7% | Reduced |
| CMH Wealth Management LLC | 74,558 | $27.6M | 4.74% | +20,374+37.6% | Added |
| Hilton Capital Management, LLC | 74,181 | $27.5M | 2.07% | +320+0.4% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 74,048 | $27.4M | 0.40% | +10,071+15.7% | Added |
| First Fiduciary Investment Counsel, Inc. | 73,979 | $27.4M | 5.51% | −1,872−2.5% | Reduced |
| Qtron Investments LLC | 73,930 | $27.4M | 3.71% | −1,673−2.2% | Reduced |
| Wedgewood Partners Inc | 73,919 | $27.4M | 5.65% | −3,577−4.6% | Reduced |
| Bamco Inc | 73,753 | $27.3M | 0.08% | −268,005−78.4% | Reduced |
| Transcend Wealth Collective, LLC | 73,737 | $27.3M | 2.19% | +446+0.6% | Added |
| Westchester Capital Management, Inc. | 73,677 | $27.3M | 5.49% | +1,086+1.5% | Added |
| BKD Wealth Advisors, LLC | 73,486 | $27.2M | 0.52% | +1,323+1.8% | Added |
| Quantitative Investment Management, LLC | 73,454 | $27.2M | 2.82% | +73,454 | New |
| Zhang Financial LLC | 73,448 | $27.2M | 0.94% | +5,520+8.1% | Added |
| Zevin Asset Management LLC | 73,410 | $27.2M | 3.76% | +1,692+2.4% | Added |
| Centaurus Financial, Inc. | 73,249 | $27.1M | 1.29% | +2,604+3.7% | Added |
| GHP Investment Advisors, Inc. | 73,234 | $27.1M | 1.12% | +883+1.2% | Added |
| ExodusPoint Capital Management, LP | 73,181 | $27.1M | 0.27% | +5,195+7.6% | Added |
| Bogart Wealth, LLC | 73,118 | $27.1M | 1.04% | +10,750+17.2% | Added |
| PFG Advisors | 73,084 | $27.1M | 1.32% | +1,857+2.6% | Added |
| Cohen Capital Management, Inc. | 72,981 | $27.0M | 4.19% | +1,076+1.5% | Added |
| Community Financial Services Group, LLC | 73,131 | $27.0M | 4.75% | +4,882+7.2% | Added |
| Canvas Wealth Advisors, LLC | 72,856 | $27.0M | 4.59% | +8,681+13.5% | Added |
| Coleford Investment Management Ltd. | 72,736 | $26.9M | 6.60% | +1,280+1.8% | Added |
| Ibex Wealth Advisors | 72,440 | $26.8M | 2.50% | −8,759−10.8% | Reduced |
| Trifecta Capital Advisors, LLC | 72,317 | $26.8M | 4.14% | +1,058+1.5% | Added |
| First National Advisers, LLC | 72,260 | $26.7M | 3.91% | −7,976−9.9% | Reduced |
| Vicus Capital | 72,252 | $26.7M | 1.97% | −111−0.2% | Reduced |
| GFS Advisors, LLC | 72,244 | $26.7M | 1.89% | +14,007+24.1% | Added |
| South Street Advisors LLC | 72,227 | $26.7M | 3.87% | +220.0% | Added |
| Segment Wealth Management, LLC | 72,205 | $26.7M | 1.57% | +1,611+2.3% | Added |
| Private Trust Co NA | 71,973 | $26.6M | 2.38% | −1,721−2.3% | Reduced |
| Clear Harbor Asset Management, LLC | 71,862 | $26.6M | 1.84% | −2,795−3.7% | Reduced |
| Guardian Partners Inc. | 71,634 | $26.6M | 2.22% | +2,824+4.1% | Added |
| Bourne Lent Asset Management Inc | 71,738 | $26.6M | 9.76% | −1,735−2.4% | Reduced |
| Mechanics Bank Trust Department | 71,728 | $26.6M | 3.68% | +101+0.1% | Added |
| Galvin, Gaustad & Stein, LLC | 71,726 | $26.6M | 2.13% | +1,307+1.9% | Added |
| Legacy Private Trust Co. | 71,476 | $26.5M | 1.64% | −795−1.1% | Reduced |
| Burling Wealth Partners, LLC | 71,455 | $26.5M | 4.28% | −294−0.4% | Reduced |
| Anchor Capital Advisors LLC | 71,416 | $26.4M | 0.75% | +7,121+11.1% | Added |
| Godsey & Gibb Associates | 71,376 | $26.4M | 2.30% | +757+1.1% | Added |
| Princeton Global Asset Management LLC | 71,374 | $26.4M | 4.31% | +623+0.9% | Added |
| Tufton Capital Management | 71,373 | $26.4M | 4.81% | −1,237−1.7% | Reduced |
| GLOBALT Investments LLC | 71,278 | $26.4M | 0.94% | +732+1.0% | Added |
| Intrust Bank NA | 71,264 | $26.4M | 2.15% | −2,384−3.2% | Reduced |
| Greenwood Capital Associates LLC | 71,237 | $26.4M | 2.91% | +6,757+10.5% | Added |
| Traynor Capital Management, Inc. | 73,370 | $26.3M | 1.57% | −140.0% | Reduced |
| Hendershot Investments Inc. | 71,058 | $26.3M | 3.54% | +6,767+10.5% | Added |
| Thompson Investment Management, Inc. | 71,057 | $26.3M | 3.40% | +5,726+8.8% | Added |
| Seven Grand Managers, LLC | 71,000 | $26.3M | 1.76% | −60,000−45.8% | Reduced |
| Prosperity Consulting Group, LLC | 70,977 | $26.3M | 1.17% | −3,332−4.5% | Reduced |
| Rice Partnership, LLC | 70,954 | $26.3M | 3.59% | +1,928+2.8% | Added |
| Signal Advisors Wealth, LLC | 70,908 | $26.2M | 1.80% | +20,995+42.1% | Added |
| Headlands Technologies LLC | 70,878 | $26.2M | 2.99% | +27,051+61.7% | Added |
| Pettyjohn, Wood & White, Inc | 70,871 | $26.2M | 4.18% | +52+0.1% | Added |
| Azzad Asset Management Inc | 70,768 | $26.2M | 2.65% | −1,838−2.5% | Reduced |
| Webster Bank, N. A. | 70,757 | $26.2M | 2.48% | +937+1.3% | Added |
| Hills Bank & Trust Co | 70,639 | $26.1M | 1.26% | −3,663−4.9% | Reduced |
| Longbow Finance SA | 70,617 | $26.1M | 4.73% | −9,913−12.3% | Reduced |
| Ameritas Advisory Services, LLC | 70,611 | $26.1M | 1.01% | +1,638+2.4% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 70,430 | $26.1M | 2.59% | +4,995+7.6% | Added |
| Red Door Wealth Management, LLC | 70,340 | $26.0M | 2.71% | +1,103+1.6% | Added |
| Cassaday & Co Wealth Management LLC | 70,338 | $26.0M | 0.55% | −1,347−1.9% | Reduced |
| Cigna Investments Inc | 70,193 | $26.0M | 4.04% | −908−1.3% | Reduced |
| James Investment Research Inc | 70,144 | $26.0M | 2.91% | −1,424−2.0% | Reduced |
| Greatmark Investment Partners, Inc. | 69,986 | $25.9M | 3.04% | −441−0.6% | Reduced |
| Monetary Management Group Inc | 69,901 | $25.9M | 6.18% | +230+0.3% | Added |
| Pioneer Trust Bank N A | 69,868 | $25.9M | 6.28% | +2,112+3.1% | Added |
| Hutchinson Capital Management | 69,843 | $25.9M | 4.75% | +3,046+4.6% | Added |
| Buckley Wealth Management, LLC | 69,794 | $25.8M | 6.59% | +1,795+2.6% | Added |
| Dividend Assets Capital, LLC | 69,792 | $25.8M | 5.15% | +2,072+3.1% | Added |
| Wellington Shields & Co., LLC | 69,747 | $25.8M | 6.58% | −243−0.3% | Reduced |
| Denali Advisors LLC | 69,715 | $25.8M | 2.87% | +239+0.3% | Added |
| Constitution Capital LLC | 69,647 | $25.8M | 12.89% | −26,566−27.6% | Reduced |
| Nelson Capital Management, LLC | 69,641 | $25.8M | 3.15% | +1,014+1.5% | Added |
| Laurel Wealth Advisors LLC | 62,069 | $25.8M | 2.55% | +2,584+4.3% | Added |
| Solidarilty Wealth, LLC | 69,566 | $25.8M | 4.95% | +6,693+10.6% | Added |
| Parr McKnight Wealth Management Group, LLC | 69,455 | $25.7M | 3.37% | +3,569+5.4% | Added |
| RNC Capital Management LLC | 69,296 | $25.7M | 1.12% | −279−0.4% | Reduced |
| Mitchell Capital Management Co | 69,277 | $25.6M | 4.71% | −2,640−3.7% | Reduced |
| Insight Holdings Group, LLC | 69,275 | $25.6M | 1.80% | −113,430−62.1% | Reduced |
| Titan Global Capital Management USA LLC | 69,269 | $25.6M | 3.82% | +3,927+6.0% | Added |
| Edentree Asset Management Ltd | 69,251 | $25.6M | 7.73% | +6,150+9.7% | Added |
| Harbour Trust & Investment Management Co | 69,157 | $25.6M | 2.72% | +12,662+22.4% | Added |