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 |
|---|---|---|---|---|---|
| Diversify Advisory Services, LLC | 37,963 | $16.1M | 2.46% | −70,049−64.9% | Reduced |
| LSV Asset Management | 43,522 | $16.1M | 0.03% | +235+0.5% | Added |
| Kathmere Capital Management, LLC | 43,483 | $16.1M | 1.00% | +3,429+8.6% | Added |
| Stonebridge Capital Management Inc | 43,465 | $16.1M | 7.32% | +43,465 | New |
| Paradigm Financial Partners, LLC | 43,415 | $16.1M | 2.90% | −22,970−34.6% | Reduced |
| Trustmark National Bank Trust Department | 43,388 | $16.1M | 1.03% | +431+1.0% | Added |
| Northstar Asset Management Inc | 43,283 | $16.0M | 4.92% | −726−1.6% | Reduced |
| Clear Trail Advisors, LLC | 43,236 | $16.0M | 2.66% | +3,352+8.4% | Added |
| Jacobson & Schmitt Advisors, LLC | 43,219 | $16.0M | 2.90% | +4,414+11.4% | Added |
| 111 Capital | 43,093 | $16.0M | 3.93% | −650−1.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 43,050 | $15.9M | 2.35% | +716+1.7% | Added |
| Core Alternative Capital | 43,021 | $15.9M | 4.70% | −1,791−4.0% | Reduced |
| Punch & Associates Investment Management, Inc. | 43,004 | $15.9M | 0.92% | +6,083+16.5% | Added |
| Advisor OS, LLC | 42,970 | $15.9M | 1.15% | −209−0.5% | Reduced |
| Hendley & Co Inc | 42,901 | $15.9M | 5.88% | −1,692−3.8% | Reduced |
| Stamos Capital Partners, L.P. | 42,855 | $15.9M | 2.48% | +20,590+92.5% | Added |
| Little House Capital LLC | 42,803 | $15.8M | 4.09% | +1,687+4.1% | Added |
| Patten Group, Inc. | 42,792 | $15.8M | 2.75% | +1,066+2.6% | Added |
| Advisory Research Inc | 42,737 | $15.8M | 1.94% | +994+2.4% | Added |
| Lake Street Financial LLC | 42,698 | $15.8M | 2.01% | −773−1.8% | Reduced |
| Lincoln Capital Corp | 42,665 | $15.8M | 5.81% | −4,617−9.8% | Reduced |
| Duncker Streett & Co Inc | 42,659 | $15.8M | 3.00% | −4,053−8.7% | Reduced |
| Waterloo Capital, L.P. | 42,638 | $15.8M | 1.11% | −3,132−6.8% | Reduced |
| Quantum Private Wealth, LLC | 42,635 | $15.8M | 4.88% | −140−0.3% | Reduced |
| Lincoln Capital LLC | 42,644 | $15.8M | 2.99% | −120.0% | Reduced |
| Platform Technology Partners | 42,594 | $15.8M | 3.04% | +3,922+10.1% | Added |
| Brown Miller Wealth Management, LLC | 42,576 | $15.8M | 4.48% | +1,616+3.9% | Added |
| Headinvest, LLC | 42,559 | $15.8M | 3.23% | −2,163−4.8% | Reduced |
| Live Oak Private Wealth LLC | 42,518 | $15.7M | 2.19% | +1,589+3.9% | Added |
| Strait & Sound Wealth Management LLC | 42,401 | $15.7M | 5.99% | +5,867+16.1% | Added |
| Royal Fund Management, LLC | 42,300 | $15.7M | 1.50% | +4,540+12.0% | Added |
| CRA Financial Services, LLC | 42,382 | $15.7M | 2.04% | +1,125+2.7% | Added |
| Physicians Financial Services, Inc. | 42,366 | $15.7M | 4.29% | +1,081+2.6% | Added |
| Hilltop Holdings Inc. | 42,330 | $15.7M | 1.42% | −83,644−66.4% | Reduced |
| Strategic Global Advisors, LLC | 42,290 | $15.7M | 2.50% | −1,070−2.5% | Reduced |
| Aspiriant, LLC | 42,289 | $15.7M | 0.45% | −5,797−12.1% | Reduced |
| Capital & Planning, LLC | 42,288 | $15.7M | 9.50% | +36,063+579.3% | Added |
| Capital Investment Advisory Services, LLC | 42,274 | $15.6M | 1.14% | +6,264+17.4% | Added |
| Portside Wealth Group, LLC | 42,224 | $15.6M | 2.12% | −4,226−9.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 42,188 | $15.6M | 2.59% | +1,498+3.7% | Added |
| Umpqua Bank | 42,122 | $15.6M | 4.45% | +650+1.6% | Added |
| SeaBridge Investment Advisors LLC | 42,095 | $15.6M | 2.64% | +4,196+11.1% | Added |
| Virtu Financial LLC | 42,065 | $15.6M | 0.65% | +42,065 | New |
| Analyst IMS Investment Management Services Ltd. | 42,006 | $15.5M | 0.47% | −11,934−22.1% | Reduced |
| Lynwood Price Capital Management LP | 42,000 | $15.5M | 8.35% | −10,500−20.0% | Reduced |
| First Interstate Bank | 41,954 | $15.5M | 0.87% | +360+0.9% | Added |
| CFO4Life Group, LLC | 41,932 | $15.5M | 2.37% | −3,680−8.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 41,874 | $15.5M | 2.55% | +5,535+15.2% | Added |
| Stelac Advisory Services LLC | 41,897 | $15.5M | 3.14% | +22,617+117.3% | Added |
| Tradition Wealth Management, LLC | 41,767 | $15.5M | 1.10% | +560+1.4% | Added |
| Leo Wealth, LLC | 41,752 | $15.5M | 1.12% | +1,393+3.5% | Added |
| Kavar Capital Partners Group, LLC | 41,744 | $15.5M | 1.94% | +480+1.2% | Added |
| RWM Asset Management, LLC | 41,681 | $15.4M | 1.69% | +4,385+11.8% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 41,681 | $15.4M | 9.91% | +16,994+68.8% | Added |
| Strategic Investment Advisors | 41,426 | $15.3M | 1.06% | +8,813+27.0% | Added |
| Boyar Asset Management Inc. | 41,435 | $15.3M | 8.73% | +677+1.7% | Added |
| Siren, L.L.C. | 41,380 | $15.3M | 0.42% | +26,380+175.9% | Added |
| TrueWealth Financial Partners | 41,346 | $15.3M | 6.10% | +40,893+9,027.2% | Added |
| Mattern Capital Management, LLC | 41,344 | $15.3M | 1.83% | +5,719+16.1% | Added |
| Accurate Wealth Management, LLC | 41,242 | $15.3M | 1.84% | +4,066+10.9% | Added |
| Acropolis Investment Management, LLC | 41,294 | $15.3M | 0.68% | −880−2.1% | Reduced |
| Whitener Capital Management, Inc. | 41,279 | $15.3M | 3.49% | +207+0.5% | Added |
| Allred Capital Management, LLC | 41,257 | $15.3M | 5.56% | −310−0.7% | Reduced |
| Accredited Investors Inc. | 41,240 | $15.3M | 0.82% | −261−0.6% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 41,232 | $15.3M | 2.16% | −462−1.1% | Reduced |
| Concord Wealth Partners | 41,219 | $15.3M | 1.98% | +513+1.3% | Added |
| Tema ETFs LLC | 41,096 | $15.2M | 1.02% | +986+2.5% | Added |
| Fortis Capital Advisors, LLC | 41,057 | $15.2M | 1.99% | +10,152+32.8% | Added |
| Hall Capital Management Co Inc | 37,235 | $15.2M | 5.43% | +238+0.6% | Added |
| Montecito Bank & Trust | 40,985 | $15.2M | 2.50% | −1,674−3.9% | Reduced |
| L2 Asset Management, LLC | 40,974 | $15.2M | 1.44% | +2,873+7.5% | Added |
| Guardian Wealth Advisors, LLC | 40,944 | $15.2M | 0.96% | −812−1.9% | Reduced |
| Rodgers Brothers Inc. | 40,892 | $15.1M | 1.75% | +1,864+4.8% | Added |
| CVFG LLC | 40,843 | $15.1M | 1.88% | +33,846+483.7% | Added |
| Winthrop Advisory Group LLC | 40,837 | $15.1M | 1.24% | +1,162+2.9% | Added |
| Fullerton Fund Management Co Ltd. | 40,828 | $15.1M | 1.21% | −118,703−74.4% | Reduced |
| Wall Street Access Asset Management, LLC | 38,519 | $15.1M | 3.83% | +523+1.4% | Added |
| R.m.sincerbeaux Capital Management LLC | 40,810 | $15.1M | 8.81% | +365+0.9% | Added |
| one8zero8, LLC | 40,781 | $15.1M | 3.36% | +45+0.1% | Added |
| Dynasty Wealth Management, LLC | 40,765 | $15.1M | 0.13% | −6,222−13.2% | Reduced |
| Morse Asset Management, Inc | 40,763 | $15.1M | 3.14% | −643−1.6% | Reduced |
| NVWM, LLC | 40,708 | $15.1M | 3.35% | +1,155+2.9% | Added |
| Bearing Point Capital, LLC | 40,704 | $15.1M | 2.36% | +2,414+6.3% | Added |
| Scholtz & Company, LLC | 40,661 | $15.1M | 7.70% | −4,775−10.5% | Reduced |
| WBH Advisory Inc | 40,632 | $15.0M | 1.12% | −227−0.6% | Reduced |
| Holowesko Partners Ltd. | 40,500 | $15.0M | 4.20% | +40,500 | New |
| Valley National Advisers Inc | 40,466 | $15.0M | 1.94% | +765+1.9% | Added |
| City of London Investment Management Co Ltd | 40,456 | $15.0M | 1.09% | −4,385−9.8% | Reduced |
| Tradewinds, LLC. | 36,127 | $15.0M | 4.82% | −2,394−6.2% | Reduced |
| Simon Quick Advisors, LLC | 40,439 | $15.0M | 0.68% | −4,043−9.1% | Reduced |
| 44 Wealth Management LLC | 40,419 | $15.0M | 5.23% | +1,580+4.1% | Added |
| Roberts Glore & Co Inc | 40,408 | $15.0M | 4.11% | +1,777+4.6% | Added |
| Churchill Financial Advisors, LLC | 40,370 | $14.9M | 3.14% | +16,647+70.2% | Added |
| Shepherd Financial Partners LLC | 40,366 | $14.9M | 1.42% | +1,563+4.0% | Added |
| Incline Global Management LLC | 40,333 | $14.9M | 5.86% | +22,518+126.4% | Added |
| Intellus Advisors LLC | 40,329 | $14.9M | 2.04% | +876+2.2% | Added |
| Gibraltar Capital Management, Inc. | 40,313 | $14.9M | 2.57% | +2,372+6.3% | Added |
| Broadwater Capital Management LLC | 30,844 | $14.9M | 11.15% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 40,263 | $14.9M | 2.33% | +7,792+24.0% | Added |
| Searle & Co. | 40,258 | $14.9M | 3.75% | 00.0% | Unchanged |