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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 52,937 | $19.6M | 0.19% | −316,358−85.7% | Reduced |
| Manhattan West Asset Management, LLC | 52,906 | $19.6M | 3.83% | +5,929+12.6% | Added |
| Claro Advisors LLC | 52,848 | $19.6M | 2.36% | +10,816+25.7% | Added |
| MONECO Advisors, LLC | 52,806 | $19.5M | 1.52% | +901+1.7% | Added |
| Rempart Asset Management Inc. | 52,711 | $19.5M | 4.10% | −6,029−10.3% | Reduced |
| Advisory Alpha, LLC | 52,701 | $19.5M | 0.53% | +5,570+11.8% | Added |
| StoneX Group Inc. | 52,680 | $19.5M | 1.05% | −23,249−30.6% | Reduced |
| SeaCrest Wealth Management, LLC | 52,624 | $19.5M | 2.08% | −2,974−5.3% | Reduced |
| Farley Capital L.P. | 52,550 | $19.5M | 15.77% | +12,069+29.8% | Added |
| Leeward Financial Partners, LLC | 52,508 | $19.4M | 5.78% | −1,739−3.2% | Reduced |
| De Burlo Group Inc | 52,424 | $19.4M | 4.40% | −28,000−34.8% | Reduced |
| Marietta Wealth Management, LLC | 52,350 | $19.4M | 2.30% | +2,772+5.6% | Added |
| Marietta Investment Partners LLC | 52,321 | $19.4M | 3.88% | +280+0.5% | Added |
| Fragasso Group Inc. | 51,932 | $19.4M | 1.17% | +3,221+6.6% | Added |
| Relyea Zuckerberg Hanson LLC | 52,233 | $19.3M | 1.94% | −3,890−6.9% | Reduced |
| Capula Management Ltd | 52,158 | $19.3M | 0.17% | +48,387+1,283.1% | Added |
| Rehmann Capital Advisory Group | 52,134 | $19.3M | 1.00% | +3,016+6.1% | Added |
| Money Concepts Capital Corp | 52,101 | $19.3M | 1.07% | +1,942+3.9% | Added |
| Varenne Capital Partners | 51,818 | $19.2M | 4.77% | +572+1.1% | Added |
| Koshinski Asset Management, Inc. | 51,960 | $19.2M | 1.20% | +1,301+2.6% | Added |
| Kozak & Associates, Inc. | 50,024 | $19.2M | 3.75% | +583+1.2% | Added |
| Providence Capital Advisors, LLC | 51,867 | $19.2M | 3.13% | +4,283+9.0% | Added |
| BW Gestao de Investimentos Ltda. | 51,809 | $19.2M | 0.85% | +21,833+72.8% | Added |
| Kadensa Capital Ltd | 51,783 | $19.2M | 2.67% | +3,315+6.8% | Added |
| Zions Bancorporation, National Association | 51,764 | $19.2M | 1.24% | −55,074−51.5% | Reduced |
| Perryman Financial Advisory Inc | 51,753 | $19.2M | 2.87% | +344+0.7% | Added |
| Alpha Omega Wealth Management LLC | 51,752 | $19.2M | 3.11% | −374−0.7% | Reduced |
| Avantax Planning Partners, Inc. | 51,692 | $19.1M | 0.53% | +10,139+24.4% | Added |
| Hedeker Wealth, LLC | 51,690 | $19.1M | 4.04% | +4,453+9.4% | Added |
| Hamilton Capital Partners, LLC | 51,529 | $19.1M | 5.95% | +15,204+41.9% | Added |
| Van Strum & Towne Inc. | 51,506 | $19.1M | 5.57% | −1,080−2.1% | Reduced |
| Rowland & Co Investment Counsel | 51,462 | $19.0M | 3.86% | +3,256+6.8% | Added |
| Washington Trust Advisors, Inc. | 51,369 | $19.0M | 1.54% | +4,642+9.9% | Added |
| GeoWealth Management, LLC | 51,305 | $19.0M | 0.68% | +3,236+6.7% | Added |
| Summit Global Investments | 51,286 | $19.0M | 1.12% | +6,827+15.4% | Added |
| Cypress Asset Management Inc | 51,129 | $18.9M | 4.39% | −1,338−2.6% | Reduced |
| Mattern Wealth Management LLC | 51,115 | $18.9M | 3.69% | +350+0.7% | Added |
| Humankind Investments LLC | 51,100 | $18.9M | 10.80% | +25,300+98.1% | Added |
| Advocacy Wealth Management Services, LLC | 50,999 | $18.9M | 0.83% | +5,441+11.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 45,888 | $18.9M | 9.99% | −2,437−5.0% | Reduced |
| Catalyst Financial Partners LLC | 50,894 | $18.8M | 2.22% | +3,154+6.6% | Added |
| Mystic Asset Management, Inc. | 50,861 | $18.8M | 4.36% | +257+0.5% | Added |
| Whitebark Investors LP | 50,859 | $18.8M | 15.05% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 50,742 | $18.8M | 0.99% | +516+1.0% | Added |
| Bourgeon Capital Management LLC | 50,698 | $18.8M | 3.27% | +5,379+11.9% | Added |
| Condor Capital Management | 50,686 | $18.8M | 1.57% | +1,210+2.4% | Added |
| Keystone Financial Group | 49,683 | $18.7M | 1.28% | +1,324+2.7% | Added |
| Eagle Rock Investment Company, LLC | 50,610 | $18.7M | 2.72% | +1,806+3.7% | Added |
| Elk River Wealth Management, LLC | 50,609 | $18.7M | 3.11% | +111+0.2% | Added |
| Huber Capital Management LLC | 50,583 | $18.7M | 2.89% | +12,021+31.2% | Added |
| CFM Wealth Partners LLC | 50,581 | $18.7M | 2.81% | −584−1.1% | Reduced |
| NatWest Group plc | 50,577 | $18.7M | 4.05% | −12,767−20.2% | Reduced |
| Connecticut Wealth Management, LLC | 50,554 | $18.7M | 0.78% | −351−0.7% | Reduced |
| Haverford Financial Services, Inc. | 50,510 | $18.7M | 5.57% | −230.0% | Reduced |
| LRZ Capital LLC | 50,505 | $18.7M | 9.36% | +10,510+26.3% | Added |
| Richard Bernstein Advisors LLC | 50,480 | $18.7M | 0.54% | +2,231+4.6% | Added |
| Arjuna Capital | 50,350 | $18.6M | 4.74% | +81+0.2% | Added |
| St. Clair Advisors, LLC | 50,344 | $18.6M | 4.96% | −1,503−2.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 50,324 | $18.6M | 5.25% | −4,676−8.5% | Reduced |
| Nordwand Advisors, LLC | 50,286 | $18.6M | 3.26% | +591+1.2% | Added |
| SageGuard Financial Group, LLC | 50,253 | $18.6M | 2.88% | −3,044−5.7% | Reduced |
| Security National Bank | 50,219 | $18.6M | 2.71% | +364+0.7% | Added |
| Rothschild Capital Partners, LLC | 50,194 | $18.6M | 4.58% | −1,706−3.3% | Reduced |
| Campbell Capital Management Inc | 50,085 | $18.5M | 8.86% | −265−0.5% | Reduced |
| Global Endowment Management, LP | 50,073 | $18.5M | 2.07% | −604−1.2% | Reduced |
| Chemung Canal Trust Co | 50,023 | $18.5M | 3.75% | −871−1.7% | Reduced |
| RBF Capital, LLC | 50,000 | $18.5M | 0.91% | 00.0% | Unchanged |
| First Western Trust Bank | 49,881 | $18.5M | 0.93% | −1,559−3.0% | Reduced |
| Fogel Capital Management, Inc. | 49,776 | $18.4M | 8.43% | +1,562+3.2% | Added |
| Cardinal Capital Management | 49,563 | $18.3M | 2.37% | −28−0.1% | Reduced |
| Lathrop Investment Management Corp | 49,530 | $18.3M | 3.43% | −1,908−3.7% | Reduced |
| RKL Wealth Management LLC | 49,500 | $18.3M | 1.65% | −3,075−5.8% | Reduced |
| Camden National Bank | 49,416 | $18.3M | 2.47% | −119−0.2% | Reduced |
| Bulltick Wealth Management, LLC | 49,303 | $18.3M | 4.03% | +23,503+91.1% | Added |
| Hoffman, Alan N Investment Management | 49,289 | $18.2M | 12.03% | −2,905−5.6% | Reduced |
| Boyd Watterson Asset Management LLC | 49,287 | $18.2M | 5.60% | −869−1.7% | Reduced |
| Ascent Wealth Partners, LLC | 49,250 | $18.2M | 2.12% | +1,367+2.9% | Added |
| Miller Wealth Advisors, LLC | 49,195 | $18.2M | 7.01% | +584+1.2% | Added |
| Financial Advisory Service, Inc. | 49,116 | $18.2M | 1.13% | +1,497+3.1% | Added |
| Texas Yale Capital Corp. | 49,089 | $18.2M | 0.52% | +1,682+3.5% | Added |
| Beverly Hills Private Wealth, LLC | 49,024 | $18.1M | 3.03% | +3,782+8.4% | Added |
| Institute for Wealth Management, LLC. | 48,978 | $18.1M | 1.95% | +1,481+3.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 48,978 | $18.1M | 0.87% | −261−0.5% | Reduced |
| Clough Capital Partners L P | 48,974 | $18.1M | 1.75% | +6,682+15.8% | Added |
| Madrona Financial Services, LLC | 48,912 | $18.1M | 3.96% | −9,900−16.8% | Reduced |
| Armistice Capital, LLC | 48,860 | $18.1M | 0.60% | −69,477−58.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 48,842 | $18.1M | 5.27% | +404+0.8% | Added |
| Montaka Global Pty Ltd | 48,831 | $18.1M | 10.80% | −5,820−10.6% | Reduced |
| McGuire Investment Group, LLC | 48,704 | $18.0M | 2.04% | +237+0.5% | Added |
| 11 Capital Partners LP | 48,633 | $18.0M | 5.83% | +3,335+7.4% | Added |
| Decatur Capital Management, Inc. | 48,548 | $18.0M | 8.22% | −897−1.8% | Reduced |
| Nilsine Partners, LLC | 42,218 | $17.9M | 1.40% | +952+2.3% | Added |
| Silverlake Wealth Management LLC | 48,345 | $17.9M | 3.78% | −591−1.2% | Reduced |
| Vega Investment Solutions | 48,288 | $17.9M | 4.27% | +2,795+6.1% | Added |
| My Personal CFO, LLC | 48,223 | $17.9M | 7.82% | +1,903+4.1% | Added |
| Villere St Denis J & Co LLC | 48,182 | $17.8M | 1.97% | −1,615−3.2% | Reduced |
| Leuthold Group, LLC | 48,171 | $17.8M | 1.90% | −2,515−5.0% | Reduced |
| Monarch Capital Management Inc | 48,033 | $17.8M | 4.35% | −210−0.4% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 47,978 | $17.8M | 1.36% | +1,907+4.1% | Added |
| Arete Wealth Advisors, LLC | 47,897 | $17.7M | 1.33% | −4,308−8.3% | Reduced |