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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Third View Private Wealth, LLC | 68,951 | $25.5M | 3.49% | +6,642+10.7% | Added |
| Integrated Advisors Network LLC | 68,941 | $25.5M | 1.34% | −14,073−17.0% | Reduced |
| Missouri Trust & Investment Co | 68,849 | $25.5M | 7.48% | +138+0.2% | Added |
| First Financial Bank - Trust Division | 68,788 | $25.5M | 2.05% | +4,842+7.6% | Added |
| United Bank | 68,685 | $25.4M | 3.26% | +120+0.2% | Added |
| Strategic Advisors LLC | 68,433 | $25.3M | 4.21% | −1,657−2.4% | Reduced |
| Hamilton Wealth, LLC | 68,212 | $25.3M | 4.92% | +9,802+16.8% | Added |
| Meiji Yasuda America Inc | 68,175 | $25.2M | 6.24% | −937−1.4% | Reduced |
| Fulcrum Asset Management LLP | 70,272 | $25.2M | 3.81% | +11,202+19.0% | Added |
| Arbejdsmarkedets Tillaegspension | 67,974 | $25.2M | 0.63% | +20,702+43.8% | Added |
| MainStreet Investment Advisors LLC | 67,969 | $25.2M | 3.79% | −2,553−3.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 67,754 | $25.1M | 3.25% | −6,065−8.2% | Reduced |
| Pennant Select, LLC | 67,600 | $25.0M | 12.58% | +15,000+28.5% | Added |
| CCM Investment Advisers LLC | 67,596 | $25.0M | 2.40% | +3,604+5.6% | Added |
| Columbus Hill Capital Management, L.P. | 67,588 | $25.0M | 4.22% | −24,200−26.4% | Reduced |
| Avidian Wealth Solutions, LLC | 67,587 | $25.0M | 0.79% | +22,164+48.8% | Added |
| Copeland Capital Management, LLC | 67,559 | $25.0M | 0.56% | +17,260+34.3% | Added |
| Cutler Investment Counsel LLC | 67,557 | $25.0M | 2.58% | −788−1.2% | Reduced |
| Main Street Research LLC | 67,542 | $25.0M | 1.45% | −100,665−59.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 67,473 | $25.0M | 3.00% | −20,041−22.9% | Reduced |
| Ausdal Financial Partners, Inc. | 67,396 | $24.9M | 1.12% | +14,682+27.9% | Added |
| Capital Group Investment Management Pte. Ltd. | 67,361 | $24.9M | 4.26% | −5,123−7.1% | Reduced |
| Consilio Wealth Advisors, LLC | 66,941 | $24.8M | 7.24% | +6,162+10.1% | Added |
| Holderness Investments Co | 66,939 | $24.8M | 4.98% | +118+0.2% | Added |
| Portfolio Design Labs, LLC | 66,829 | $24.7M | 4.40% | +4,696+7.6% | Added |
| Covenant Asset Management, LLC | 66,765 | $24.7M | 5.07% | −1,512−2.2% | Reduced |
| Alley Investment Management Company, LLC | 66,734 | $24.7M | 3.01% | +4,686+7.6% | Added |
| Archford Capital Strategies, LLC | 66,523 | $24.6M | 2.82% | +2,808+4.4% | Added |
| Motco | 66,507 | $24.6M | 2.28% | +11,263+20.4% | Added |
| Valiant Capital Management, L.P. | 66,415 | $24.6M | 1.93% | −6,240−8.6% | Reduced |
| Allied Investment Advisors, LLC | 66,141 | $24.5M | 3.51% | +1,757+2.7% | Added |
| Perkins Coie Trust Co | 66,090 | $24.5M | 4.70% | +632+1.0% | Added |
| Blackhill Capital Inc | 66,050 | $24.4M | 1.26% | 00.0% | Unchanged |
| Hartline Investment Corp | 66,019 | $24.4M | 2.69% | +231+0.4% | Added |
| 71 West Capital Partners | 65,872 | $24.4M | 1.07% | +5,555+9.2% | Added |
| Parkside Financial Bank & Trust | 65,558 | $24.3M | 1.86% | −320.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 65,534 | $24.3M | 0.83% | −1,090−1.6% | Reduced |
| Hilltop National Bank | 65,397 | $24.2M | 5.76% | −353−0.5% | Reduced |
| GDS Wealth Management | 65,261 | $24.2M | 1.45% | +6,161+10.4% | Added |
| Sovran Advisors, LLC | 59,112 | $24.1M | 1.89% | +11,105+23.1% | Added |
| Intact Investment Management Inc. | 64,900 | $24.0M | 0.68% | 00.0% | Unchanged |
| LMR Partners LLP | 64,794 | $24.0M | 0.22% | +38,294+144.5% | Added |
| Spence Asset Management | 64,718 | $24.0M | 6.07% | +5,815+9.9% | Added |
| Jamison Private Wealth Management, Inc. | 64,478 | $23.9M | 2.90% | +397+0.6% | Added |
| Vision Capital Management, Inc. | 64,429 | $23.8M | 3.01% | +3,865+6.4% | Added |
| Strategic Wealth Designers | 64,401 | $23.8M | 3.03% | +6,192+10.6% | Added |
| Strategic Planning Group, LLC | 64,270 | $23.8M | 3.33% | −2,265−3.4% | Reduced |
| Confluence Wealth Services, Inc. | 64,254 | $23.8M | 0.92% | +5,497+9.4% | Added |
| Heirloom Wealth Management | 64,128 | $23.7M | 4.28% | +9,121+16.6% | Added |
| RPG Investment Advisory, LLC | 64,088 | $23.7M | 2.86% | +1,319+2.1% | Added |
| Bright Rock Capital Management, LLC | 64,000 | $23.7M | 4.68% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 63,942 | $23.7M | 2.80% | +29,222+84.2% | Added |
| Peachtree Investment Partners, LLC | 63,849 | $23.6M | 9.01% | −5,349−7.7% | Reduced |
| Mengis Capital Management, Inc. | 63,845 | $23.6M | 4.07% | +1,310+2.1% | Added |
| Quantbot Technologies LP | 63,800 | $23.6M | 0.97% | +35,416+124.8% | Added |
| Bellecapital International Ltd. | 63,734 | $23.6M | 4.26% | +9,596+17.7% | Added |
| Colonial Trust Co | 63,621 | $23.6M | 3.20% | +1,770+2.9% | Added |
| Teamwork Financial Advisors, LLC | 63,616 | $23.5M | 2.62% | +4,231+7.1% | Added |
| Liberty One Investment Management, LLC | 63,594 | $23.5M | 2.43% | +17,031+36.6% | Added |
| Claret Asset Management Corp | 63,531 | $23.5M | 2.81% | −4,003−5.9% | Reduced |
| Optiver Holding B.V. | 63,472 | $23.5M | 0.89% | −138,706−68.6% | Reduced |
| Sepio Capital, LP | 63,447 | $23.5M | 1.28% | −1,488−2.3% | Reduced |
| Payden & Rygel | 63,430 | $23.5M | 1.83% | +14,700+30.2% | Added |
| Kentucky Retirement Systems | 627,191 | $23.5M | 1.75% | +161,666+34.7% | Added |
| SageView Advisory Group, LLC | 62,976 | $23.3M | 0.85% | −3,630−5.4% | Reduced |
| Moore Capital Management, LP | 62,941 | $23.3M | 0.85% | −71,075−53.0% | Reduced |
| Phraction Management LLC | 62,928 | $23.3M | 6.05% | +4,189+7.1% | Added |
| Flagship Harbor Advisors, LLC | 62,923 | $23.3M | 1.02% | +5,820+10.2% | Added |
| Bell Asset Management Ltd | 62,705 | $23.3M | 6.85% | +10,329+19.7% | Added |
| Frec Markets, Inc. | 62,809 | $23.3M | 3.96% | +17,473+38.5% | Added |
| Leith Wheeler Investment Counsel Ltd. | 62,718 | $23.2M | 1.92% | +57,524+1,107.5% | Added |
| Borer Denton & Associates, Inc. | 62,659 | $23.2M | 8.27% | −790−1.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 62,628 | $23.2M | 3.37% | +2,312+3.8% | Added |
| Whalerock Point Partners, LLC | 62,604 | $23.2M | 4.47% | +1,989+3.3% | Added |
| Sava Infond d.o.o. | 62,550 | $23.2M | 3.29% | −4,450−6.6% | Reduced |
| Everhart Financial Group, Inc. | 62,502 | $23.1M | 1.97% | +4,957+8.6% | Added |
| Focus Financial Network, Inc. | 62,326 | $23.1M | 0.83% | −4,338−6.5% | Reduced |
| FORA Capital, LLC | 62,251 | $23.0M | 1.69% | +33,577+117.1% | Added |
| AdvisorNet Financial, Inc | 62,200 | $23.0M | 1.19% | −310−0.5% | Reduced |
| Ariel Investments, LLC | 62,192 | $23.0M | 0.26% | −110,263−63.9% | Reduced |
| Tritonpoint Wealth, LLC | 62,116 | $23.0M | 2.46% | −1,374−2.2% | Reduced |
| Salomon & Ludwin, LLC | 61,565 | $23.0M | 2.05% | −597−1.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 62,030 | $23.0M | 0.65% | +8,165+15.2% | Added |
| Horiko Capital Management LLC | 62,327 | $22.9M | 5.29% | −7,097−10.2% | Reduced |
| Stockman Wealth Management, Inc. | 61,841 | $22.9M | 2.53% | +6,785+12.3% | Added |
| McRae Capital Management Inc | 61,774 | $22.9M | 4.74% | −1,960−3.1% | Reduced |
| American Money Management, LLC | 61,757 | $22.9M | 3.62% | +707+1.2% | Added |
| Davis-Rea Ltd. | 61,727 | $22.8M | 5.96% | +17,433+39.4% | Added |
| Oxbow Advisors, LLC | 61,575 | $22.8M | 1.94% | −16,576−21.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 61,565 | $22.8M | 5.35% | −410−0.7% | Reduced |
| WoodTrust Financial Corp | 61,541 | $22.8M | 2.94% | −2,075−3.3% | Reduced |
| Stone Point Wealth LLC | 61,495 | $22.8M | 6.33% | −131−0.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 61,316 | $22.7M | 1.35% | +1,039+1.7% | Added |
| Wealth Enhancement Trust Services, Inc. | 61,079 | $22.6M | 2.74% | +4,868+8.7% | Added |
| Gateway Wealth Partners, LLC | 60,917 | $22.5M | 0.88% | +41,850+219.5% | Added |
| SFMG, LLC | 60,905 | $22.5M | 1.55% | −615−1.0% | Reduced |
| Cooper Financial Group | 60,432 | $22.4M | 2.26% | −1,346−2.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 60,302 | $22.3M | 4.54% | +20,494+51.5% | Added |
| Regal Investment Advisors LLC | 60,289 | $22.3M | 1.29% | +5,745+10.5% | Added |
| Formidable Asset Management, LLC | 46,716 | $22.3M | 3.44% | −1,175−2.5% | Reduced |