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 |
|---|---|---|---|---|---|
| Northern Oak Wealth Management Inc | 47,908 | $17.7M | 2.21% | −906−1.9% | Reduced |
| Cordatus Wealth Management LLC | 47,907 | $17.7M | 4.22% | +223+0.5% | Added |
| Strategic Blueprint, LLC | 47,889 | $17.7M | 1.03% | +1,521+3.3% | Added |
| Forum Financial Management, LP | 47,850 | $17.7M | 0.25% | −45,095−48.5% | Reduced |
| Armis Advisers, LLC | 43,711 | $17.7M | 1.72% | +548+1.3% | Added |
| Hanson & Doremus Investment Management | 47,695 | $17.7M | 2.03% | +2,645+5.9% | Added |
| Natural Investments, LLC | 47,681 | $17.6M | 4.35% | +632+1.3% | Added |
| Rench Wealth Management, Inc. | 47,674 | $17.6M | 5.31% | +190+0.4% | Added |
| HCR Wealth Advisors | 47,667 | $17.6M | 1.83% | −203−0.4% | Reduced |
| Sax Wealth Advisors, LLC | 36,469 | $17.6M | 0.85% | −1,568−4.1% | Reduced |
| Resonant Capital Advisors, LLC | 47,631 | $17.6M | 0.93% | +1,383+3.0% | Added |
| M. Kulyk & Associates, LLC | 47,599 | $17.6M | 3.29% | +2,576+5.7% | Added |
| Oakworth Capital, Inc. | 47,596 | $17.6M | 0.93% | +841+1.8% | Added |
| Weik Capital Management | 47,473 | $17.6M | 6.99% | −588−1.2% | Reduced |
| Entropy Technologies, LP | 47,402 | $17.5M | 0.81% | +47,402 | New |
| Isthmus Partners, LLC | 47,391 | $17.5M | 1.84% | +667+1.4% | Added |
| PCM Encore, LLC | 47,354 | $17.5M | 3.61% | +3,897+9.0% | Added |
| Kemnay Advisory Services Inc. | 47,345 | $17.5M | 2.82% | +9,963+26.7% | Added |
| Hound Partners, LLC | 47,267 | $17.5M | 2.21% | +12,922+37.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 47,180 | $17.5M | 2.51% | +551+1.2% | Added |
| Udine Wealth Management, Inc. | 47,154 | $17.5M | 8.53% | +4,653+10.9% | Added |
| Cardinal Point Capital Management, ULC | 47,128 | $17.4M | 1.07% | +18,624+65.3% | Added |
| KCM Capital Inc | 47,000 | $17.4M | 3.25% | 00.0% | Unchanged |
| Claar Advisors LLC | 46,966 | $17.4M | 5.89% | +60.0% | Added |
| Rosenblum Silverman Sutton S F Inc | 46,918 | $17.4M | 4.54% | −221−0.5% | Reduced |
| Naviter Wealth, LLC | 46,867 | $17.3M | 2.17% | +1,125+2.5% | Added |
| Two Point Capital Management, Inc. | 46,846 | $17.3M | 7.57% | −491−1.0% | Reduced |
| Keebeck Wealth Management, LLC | 46,839 | $17.3M | 1.95% | +2,290+5.1% | Added |
| Annandale Capital, LLC | 46,837 | $17.3M | 2.85% | +15,638+50.1% | Added |
| Capital Investment Counsel, Inc | 46,732 | $17.3M | 2.12% | −2,805−5.7% | Reduced |
| Basecamp Wealth Advisors LLC | 46,665 | $17.3M | 3.57% | −1,783−3.7% | Reduced |
| Woodbridge Co Ltd | 46,592 | $17.2M | 0.06% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 46,587 | $17.2M | 2.05% | +5,522+13.4% | Added |
| Grafton Street Partners Management Company, LLC | 46,568 | $17.2M | 10.30% | 00.0% | Unchanged |
| Maven Securities LTD | 46,523 | $17.2M | 1.00% | +3,262+7.5% | Added |
| Evergreen Wealth Solutions, LLC | 46,443 | $17.2M | 1.22% | +32,971+244.7% | Added |
| Artemis Investment Management LLP | 46,396 | $17.2M | 0.18% | −376,297−89.0% | Reduced |
| Asset Planning Services Inc | 46,293 | $17.1M | 7.51% | +70+0.2% | Added |
| Harvey Capital Management Inc | 46,287 | $17.1M | 3.90% | +409+0.9% | Added |
| Wayfinding Financial, LLC | 46,279 | $17.1M | 7.44% | −1,668−3.5% | Reduced |
| Aspire Capital Advisors LLC | 46,207 | $17.1M | 3.85% | −628−1.3% | Reduced |
| Private Wealth Asset Management, LLC | 46,118 | $17.1M | 1.83% | −516−1.1% | Reduced |
| Stokes Family Office, LLC | 46,059 | $17.0M | 1.76% | −20,222−30.5% | Reduced |
| Maxi Investments CY Ltd | 45,980 | $17.0M | 3.72% | −46,600−50.3% | Reduced |
| PFC Capital Group, Inc. | 45,955 | $17.0M | 7.50% | +120.0% | Added |
| Sone Capital Management, LLC | 45,920 | $17.0M | 1.43% | +14,833+47.7% | Added |
| Inspire Trust Co, N.A. | 45,825 | $17.0M | 2.62% | +11,687+34.2% | Added |
| Lighthouse Investment Partners, LLC | 45,772 | $16.9M | 0.64% | −15,729−25.6% | Reduced |
| Conning Inc. | 45,767 | $16.9M | 0.56% | −3,216−6.6% | Reduced |
| North Point Portfolio Managers Corp | 45,737 | $16.9M | 3.02% | −1,263−2.7% | Reduced |
| Buck Wealth Strategies, LLC | 45,731 | $16.9M | 2.09% | +8,172+21.8% | Added |
| Legacy Wealth Management, LLC | 45,684 | $16.9M | 4.82% | −6,488−12.4% | Reduced |
| Renaissance Investment Group LLC | 45,663 | $16.9M | 3.63% | −246−0.5% | Reduced |
| Inman Jager Wealth Management, LLC | 45,645 | $16.9M | 9.87% | +221+0.5% | Added |
| Financial Insights, Inc. | 45,626 | $16.9M | 5.47% | −2,485−5.2% | Reduced |
| Capital Planning Advisors, LLC | 45,570 | $16.9M | 2.44% | −844−1.8% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 45,565 | $16.9M | 13.64% | −300−0.7% | Reduced |
| QVT Financial LP | 45,539 | $16.9M | 1.33% | +43,350+1,980.4% | Added |
| Skyline Advisors, Inc. | 45,538 | $16.9M | 5.88% | −362−0.8% | Reduced |
| Orbis Allan Gray Ltd | 45,512 | $16.8M | 0.07% | +407+0.9% | Added |
| Scott & Selber, Inc. | 45,511 | $16.8M | 4.35% | −57−0.1% | Reduced |
| Legacy Trust | 45,423 | $16.8M | 3.22% | +1,045+2.4% | Added |
| Central Pacific Bank - Trust Division | 45,386 | $16.8M | 2.14% | −5,656−11.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 45,340 | $16.8M | 5.64% | −36,271−44.4% | Reduced |
| Symphony Financial, Ltd. Co. | 45,978 | $16.8M | 2.22% | +2,485+5.7% | Added |
| Capital City Trust Co | 45,259 | $16.8M | 3.83% | +32+0.1% | Added |
| Moss Adams Wealth Advisors LLC | 45,171 | $16.7M | 1.22% | −418−0.9% | Reduced |
| Noked Israel Ltd | 45,150 | $16.7M | 2.47% | −149,350−76.8% | Reduced |
| Biondo Investment Advisors, LLC | 45,113 | $16.7M | 2.14% | +489+1.1% | Added |
| Bell Bank | 45,100 | $16.7M | 0.71% | +5,057+12.6% | Added |
| Winton Group Ltd | 45,094 | $16.7M | 0.59% | +10,395+30.0% | Added |
| Asio Capital, LLC | 44,877 | $16.6M | 2.33% | +6,361+16.5% | Added |
| Richard C. Young & CO., LTD. | 44,841 | $16.6M | 1.37% | +3,462+8.4% | Added |
| TigerOak Management, L.L.C. | 44,837 | $16.6M | 5.23% | +603+1.4% | Added |
| Sivia Capital Partners, LLC | 44,667 | $16.5M | 3.21% | +18,909+73.4% | Added |
| Positano Wealth Management Ltd | 44,601 | $16.5M | 12.22% | +24,550+122.4% | Added |
| GPM Growth Investors, Inc. | 44,561 | $16.5M | 6.94% | +50+0.1% | Added |
| Stokes Capital Advisors, LLC | 44,535 | $16.5M | 3.70% | +4,919+12.4% | Added |
| BCJ Capital Management, LLC | 44,528 | $16.5M | 0.88% | +1,961+4.6% | Added |
| Cozad Asset Management Inc | 44,509 | $16.5M | 1.29% | −673−1.5% | Reduced |
| Financial Partners Group, Inc | 44,504 | $16.5M | 1.97% | +406+0.9% | Added |
| HS Management Partners, LLC | 44,446 | $16.5M | 5.76% | −9,881−18.2% | Reduced |
| MCF Advisors LLC | 44,296 | $16.4M | 0.72% | +7,280+19.7% | Added |
| AssuredPartners Investment Advisors, LLC | 43,919 | $16.4M | 1.78% | +16,234+58.6% | Added |
| Fairtree Asset Management (Pty) Ltd | 44,221 | $16.4M | 7.52% | +16,174+57.7% | Added |
| Inscription Capital, LLC | 44,181 | $16.4M | 1.72% | −5,448−11.0% | Reduced |
| Mayflower Financial Advisors, LLC | 44,152 | $16.3M | 1.99% | +148+0.3% | Added |
| Bluegrass Capital Partners LP | 44,000 | $16.3M | 11.74% | −4,000−8.3% | Reduced |
| Tanager Wealth Management LLP | 43,969 | $16.3M | 1.57% | +18,589+73.2% | Added |
| Banque de Luxembourg S.A. | 43,920 | $16.3M | 8.41% | +1,230+2.9% | Added |
| D L Carlson Investment Group Inc | 43,847 | $16.2M | 2.79% | −6,346−12.6% | Reduced |
| Nicollet Investment Management, Inc. | 43,762 | $16.2M | 5.55% | −1,064−2.4% | Reduced |
| Pragma Gestao de Patrimonio Ltd | 43,750 | $16.2M | 8.56% | −24,150−35.6% | Reduced |
| Cadinha & Co LLC | 43,745 | $16.2M | 3.02% | −30,328−40.9% | Reduced |
| Aviance Capital Partners, LLC | 43,722 | $16.2M | 1.90% | +2,732+6.7% | Added |
| ADAPT Investment Managers SA | 43,670 | $16.2M | 5.49% | −71,155−62.0% | Reduced |
| Accent Capital Management, LLC | 43,670 | $16.2M | 7.84% | −1,419−3.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 43,636 | $16.2M | 3.26% | +42+0.1% | Added |
| Fox Hill Wealth Management | 43,588 | $16.1M | 7.76% | +1,459+3.5% | Added |
| Yelin Lapidot Holdings Management Ltd. | 43,563 | $16.1M | 3.36% | −1,254−2.8% | Reduced |