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 |
|---|---|---|---|---|---|
| Sargent Investment Group, LLC | 60,061 | $22.2M | 2.93% | +3,922+7.0% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 60,000 | $22.2M | 5.40% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 59,955 | $22.2M | 3.62% | +2,501+4.4% | Added |
| Laffer Tengler Investments | 59,928 | $22.2M | 3.28% | +7,337+14.0% | Added |
| Knuff & Co LLC | 59,863 | $22.2M | 6.68% | +256+0.4% | Added |
| Gryphon Financial Partners LLC | 59,807 | $22.1M | 2.32% | +5,957+11.1% | Added |
| Occidental Asset Management, LLC | 59,618 | $22.1M | 2.61% | +2,729+4.8% | Added |
| Community Bank, N.A. | 59,569 | $22.0M | 2.62% | +1,016+1.7% | Added |
| Broadleaf Partners, LLC | 59,410 | $22.0M | 5.13% | −1,675−2.7% | Reduced |
| Moody National Bank Trust Division | 59,345 | $22.0M | 2.09% | +102+0.2% | Added |
| Peak Asset Management, LLC | 59,196 | $21.9M | 3.87% | +844+1.4% | Added |
| BFSG, LLC | 59,170 | $21.9M | 2.08% | +1,430+2.5% | Added |
| Kestra Investment Management, LLC | 59,166 | $21.9M | 0.38% | +32,594+122.7% | Added |
| Canal Capital Management, LLC | 59,006 | $21.8M | 2.96% | +5,107+9.5% | Added |
| Smithbridge Asset Management Inc | 58,999 | $21.8M | 3.24% | −34,204−36.7% | Reduced |
| Valmark Advisers, Inc. | 58,850 | $21.8M | 0.26% | +890+1.5% | Added |
| Hayek Kallen Investment Management | 58,810 | $21.8M | 7.09% | +447+0.8% | Added |
| BBR Partners, LLC | 58,811 | $21.8M | 1.21% | −18,349−23.8% | Reduced |
| HighPoint Advisor Group LLC | 57,976 | $21.5M | 0.90% | −207,487−78.2% | Reduced |
| Evernest Financial Advisors, LLC | 50,394 | $21.4M | 4.45% | −929−1.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 57,773 | $21.4M | 5.02% | −2,336−3.9% | Reduced |
| Jacobi Capital Management LLC | 57,720 | $21.4M | 1.19% | +5,245+10.0% | Added |
| Cheviot Value Management, LLC | 57,708 | $21.4M | 2.15% | +608+1.1% | Added |
| Rockline Wealth Management, LLC | 57,630 | $21.3M | 4.64% | +172+0.3% | Added |
| Augustine Asset Management Inc | 57,620 | $21.3M | 4.80% | +1,011+1.8% | Added |
| New Hampshire Trust | 57,608 | $21.3M | 4.30% | +684+1.2% | Added |
| Canal Insurance CO | 57,500 | $21.3M | 4.57% | +5,000+9.5% | Added |
| Farmers Trust Co | 57,493 | $21.3M | 3.34% | +4,665+8.8% | Added |
| Untitled Investments LP | 57,449 | $21.3M | 7.92% | −3,305−5.4% | Reduced |
| Cove Private Wealth, LLC | 57,445 | $21.3M | 4.83% | +8,312+16.9% | Added |
| Schonfeld Strategic Advisors LLC | 57,439 | $21.3M | 0.17% | −495,996−89.6% | Reduced |
| Embree Financial Group | 57,394 | $21.2M | 2.50% | +3,434+6.4% | Added |
| Delta Investment Management, LLC | 57,377 | $21.2M | 3.80% | +2,459+4.5% | Added |
| Deltec Asset Management LLC | 57,361 | $21.2M | 3.89% | −13,864−19.5% | Reduced |
| Chicago Trust Co NA | 57,334 | $21.2M | 3.39% | −3,043−5.0% | Reduced |
| Baker Ellis Asset Management LLC | 57,314 | $21.2M | 2.52% | +788+1.4% | Added |
| Turim 21 Investimentos Ltda. | 57,284 | $21.2M | 6.10% | +50,852+790.6% | Added |
| SFE Investment Counsel | 57,256 | $21.2M | 3.40% | +2,288+4.2% | Added |
| Middleton & Co Inc | 57,141 | $21.2M | 2.41% | −522−0.9% | Reduced |
| Meridian Wealth Advisors, LLC | 57,135 | $21.1M | 2.80% | +2,083+3.8% | Added |
| NBC Securities, Inc. | 57,087 | $21.1M | 1.59% | −2,400−4.0% | Reduced |
| Stratos Wealth Advisors, LLC | 56,809 | $21.0M | 1.29% | +780+1.4% | Added |
| Toth Financial Advisory Corp | 56,765 | $21.0M | 2.31% | −4,301−7.0% | Reduced |
| Paragon Capital Management Ltd | 56,716 | $21.0M | 4.41% | −79−0.1% | Reduced |
| Great Lakes Retirement, Inc. | 56,634 | $21.0M | 2.17% | +1,872+3.4% | Added |
| Balboa Wealth Partners | 56,606 | $21.0M | 3.51% | +575+1.0% | Added |
| EULAV Asset Management | 56,518 | $20.9M | 0.67% | −3,514−5.9% | Reduced |
| Greenwich Wealth Management LLC | 56,358 | $20.9M | 0.85% | +1,038+1.9% | Added |
| Arthur M. Cohen & Associates, LLC | 56,389 | $20.8M | 3.70% | −309−0.5% | Reduced |
| Farmers National Bank | 56,251 | $20.8M | 4.59% | +3,796+7.2% | Added |
| M Holdings Securities, Inc. | 51,782 | $20.8M | 1.41% | +1,409+2.8% | Added |
| XML Financial, LLC | 56,098 | $20.8M | 1.68% | +894+1.6% | Added |
| JLB & Associates Inc | 56,066 | $20.8M | 2.98% | −2,625−4.5% | Reduced |
| Csenge Advisory Group | 56,035 | $20.7M | 0.95% | −618−1.1% | Reduced |
| Div Capital Phoenix Assets Ltd | 55,937 | $20.7M | 4.77% | +43,357+344.7% | Added |
| Camden Capital, LLC | 56,088 | $20.7M | 1.36% | +429+0.8% | Added |
| Georgetown University | 55,867 | $20.7M | 9.36% | +51,794+1,271.6% | Added |
| Pavion Blue Capital, LLC | 55,851 | $20.7M | 8.98% | −276−0.5% | Reduced |
| Miramar Capital, LLC | 55,744 | $20.6M | 4.59% | +2,667+5.0% | Added |
| Makena Capital Management LLC | 55,744 | $20.6M | 2.38% | −14,256−20.4% | Reduced |
| Broderick Brian C | 55,731 | $20.6M | 3.80% | +2,639+5.0% | Added |
| Quattro Financial Advisors LLC | 55,617 | $20.6M | 6.24% | +1,216+2.2% | Added |
| Sendero Wealth Management, LLC | 55,564 | $20.6M | 2.28% | −523−0.9% | Reduced |
| Paul R. Ried Financial Group, LLC | 55,515 | $20.6M | 9.55% | +686+1.3% | Added |
| Hamilton Point Investment Advisors, LLC | 55,491 | $20.5M | 3.16% | −121−0.2% | Reduced |
| Arcadia Investment Management Corp | 55,486 | $20.5M | 3.52% | −38−0.1% | Reduced |
| Aprio Wealth Management, LLC | 55,459 | $20.5M | 1.12% | +18,745+51.1% | Added |
| Harbor Capital Advisors, Inc. | 55,441 | $20.5M | 1.66% | +6,181+12.5% | Added |
| SevenBridge Financial Group, LLC | 47,386 | $20.5M | 3.21% | −569−1.2% | Reduced |
| Premier Path Wealth Partners, LLC | 55,334 | $20.5M | 2.67% | +1,106+2.0% | Added |
| Y.D. More Investments Ltd | 55,364 | $20.5M | 0.80% | −3,205−5.5% | Reduced |
| Glen Eagle Advisors, LLC | 55,251 | $20.5M | 2.86% | −768−1.4% | Reduced |
| Family Management Corp | 55,128 | $20.4M | 2.45% | +4,987+9.9% | Added |
| Plimoth Trust Co LLC | 55,073 | $20.4M | 4.56% | +3,009+5.8% | Added |
| Retirement Planning Group | 55,010 | $20.4M | 0.63% | −4,105−6.9% | Reduced |
| Junto Capital Management LP | 54,997 | $20.4M | 0.43% | −117,128−68.0% | Reduced |
| West Branch Capital LLC | 54,901 | $20.3M | 5.44% | −1,104−2.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 54,835 | $20.3M | 3.73% | +1,110+2.1% | Added |
| Strategy Asset Managers LLC | 54,488 | $20.2M | 3.31% | −598−1.1% | Reduced |
| PDS Planning, Inc | 54,486 | $20.2M | 1.33% | +1,426+2.7% | Added |
| Brown Shipley& Co Ltd | 54,456 | $20.2M | 12.11% | +1,553+2.9% | Added |
| NTV Asset Management LLC | 54,420 | $20.1M | 2.21% | +2,518+4.9% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 54,384 | $20.1M | 1.06% | +11,875+27.9% | Added |
| Valicenti Advisory Services Inc | 54,323 | $20.1M | 4.38% | +808+1.5% | Added |
| Independent Investors Inc | 54,300 | $20.1M | 3.99% | 00.0% | Unchanged |
| Estuary Capital Management LP | 54,248 | $20.1M | 3.36% | −20,922−27.8% | Reduced |
| Waldron Private Wealth LLC | 54,125 | $20.0M | 0.78% | +1,216+2.3% | Added |
| Field & Main Bank | 54,084 | $20.0M | 5.82% | −112−0.2% | Reduced |
| Capital Planning LLC | 53,905 | $20.0M | 6.49% | −1,511−2.7% | Reduced |
| Whale Rock Capital Management LLC | 53,850 | $19.9M | 0.26% | +53,850 | New |
| Sycale Advisors (NY) LLC | 53,824 | $19.9M | 9.98% | −11,471−17.6% | Reduced |
| RMR Wealth Builders | 53,629 | $19.9M | 1.56% | +2,368+4.6% | Added |
| Baker Chad R | 53,575 | $19.8M | 3.74% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 53,530 | $19.8M | 6.99% | −645−1.2% | Reduced |
| DT Investment Partners, LLC | 53,439 | $19.8M | 1.65% | −3,949−6.9% | Reduced |
| Continuum Advisory, LLC | 53,285 | $19.7M | 1.89% | +1,458+2.8% | Added |
| Princeton Capital Management LLC | 53,249 | $19.7M | 5.38% | +1,483+2.9% | Added |
| Simplicity Wealth,LLC | 53,229 | $19.7M | 1.12% | +4,757+9.8% | Added |
| City Holding Co | 53,088 | $19.7M | 2.46% | +48+0.1% | Added |
| Nicola Wealth Management Ltd. | 53,060 | $19.6M | 2.36% | −13,500−20.3% | Reduced |