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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Winch Advisory Services, LLC | 40,254 | $14.9M | 3.40% | +371+0.9% | Added |
| Evelyn Partners Asset Management Ltd | 40,254 | $14.9M | 3.67% | +2,549+6.8% | Added |
| Iowa State Bank | 40,250 | $14.9M | 2.74% | +153+0.4% | Added |
| TFR Capital, LLC. | 40,210 | $14.9M | 4.57% | +3,646+10.0% | Added |
| McCollum Christoferson Group LLC | 84,527 | $14.9M | 4.47% | +39,713+88.6% | Added |
| Bill Few Associates, Inc. | 40,191 | $14.9M | 3.57% | +1,296+3.3% | Added |
| Brady Family Wealth, LLC | 40,148 | $14.9M | 4.63% | +1,058+2.7% | Added |
| Westover Capital Advisors, LLC | 40,138 | $14.9M | 2.73% | +520+1.3% | Added |
| McKinley Carter Wealth Services, Inc. | 40,121 | $14.9M | 0.86% | −3,250−7.5% | Reduced |
| Timber Creek Capital Management LLC | 40,116 | $14.8M | 3.60% | +120.0% | Added |
| Berger Financial Group, Inc | 40,059 | $14.8M | 0.83% | −29−0.1% | Reduced |
| Davidson Trust Co | 40,046 | $14.8M | 6.39% | −2,902−6.8% | Reduced |
| MYDA Advisors LLC | 40,000 | $14.8M | 3.50% | −10,000−20.0% | Reduced |
| Brave Asset Management Inc | 39,973 | $14.8M | 3.52% | +743+1.9% | Added |
| Keel Point, LLC | 39,970 | $14.8M | 0.99% | −17,430−30.4% | Reduced |
| Baugh & Associates, LLC | 39,773 | $14.7M | 6.36% | +498+1.3% | Added |
| Costello Asset Management, INC | 39,725 | $14.7M | 5.08% | +10.0% | Added |
| Heartland Bank & Trust Co | 39,675 | $14.7M | 3.32% | +11,113+38.9% | Added |
| Ashton Thomas Securities, LLC | 39,599 | $14.7M | 1.84% | +8,792+28.5% | Added |
| Apollon Financial, LLC | 39,555 | $14.6M | 2.02% | −72−0.2% | Reduced |
| Spinnaker Investment Group, LLC | 39,545 | $14.6M | 2.98% | −16,313−29.2% | Reduced |
| Adalta Capital Management LLC | 39,474 | $14.6M | 6.99% | −5,754−12.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 39,435 | $14.6M | 4.43% | +9,435+31.5% | Added |
| Harold Davidson & Associates Inc. | 39,362 | $14.6M | 7.08% | −1,262−3.1% | Reduced |
| Harrell Investment Partners, LLC | 39,254 | $14.5M | 3.47% | −54−0.1% | Reduced |
| Wealth Alliance | 39,122 | $14.5M | 1.43% | −3,118−7.4% | Reduced |
| WESPAC Advisors SoCal, LLC | 39,101 | $14.5M | 3.08% | +707+1.8% | Added |
| Manchester Capital Management LLC | 39,014 | $14.4M | 2.08% | −327−0.8% | Reduced |
| Oxford Financial Group Ltd | 38,887 | $14.4M | 0.78% | +1,661+4.5% | Added |
| Nutshell Asset Management Ltd | 38,868 | $14.4M | 7.88% | +11,048+39.7% | Added |
| VectorGlobal IAG, Inc. | 38,832 | $14.4M | 3.73% | +38,832 | New |
| Palo DS Manager LLC | 38,798 | $14.4M | 5.65% | −9,729−20.0% | Reduced |
| Kapitalo Investimentos Ltda | 38,750 | $14.3M | 2.70% | −32,652−45.7% | Reduced |
| Grandview Asset Management LLC | 38,724 | $14.3M | 4.20% | −1,959−4.8% | Reduced |
| True North Advisors, LLC | 38,683 | $14.3M | 1.63% | +2,104+5.8% | Added |
| Jupiter Wealth Management LLC | 35,283 | $14.3M | 5.65% | −1,958−5.3% | Reduced |
| MSA Advisors, LLC | 38,620 | $14.3M | 4.30% | +2,520+7.0% | Added |
| Morton Capital Management LLC | 38,611 | $14.3M | 2.13% | +336+0.9% | Added |
| Somerville Kurt F | 38,609 | $14.3M | 3.77% | −21,446−35.7% | Reduced |
| Codex Capital Asset Management L.L.C. | 38,600 | $14.3M | 5.52% | 00.0% | Unchanged |
| Wills Financial Group LLC | 35,261 | $14.3M | 5.38% | −194−0.5% | Reduced |
| Sandbox Financial Partners, LLC | 38,595 | $14.3M | 4.02% | −1,309−3.3% | Reduced |
| Cooper Creek Partners Management LLC | 38,561 | $14.3M | 0.69% | +4,117+12.0% | Added |
| Diversified Enterprises, LLC | 38,547 | $14.3M | 0.78% | +1,975+5.4% | Added |
| Fischer Financial Services, Inc. | 38,539 | $14.3M | 4.80% | +1,237+3.3% | Added |
| Bradyco, Inc. | 38,531 | $14.3M | 11.05% | +12,591+48.5% | Added |
| Harbor Island Capital LLC | 38,524 | $14.3M | 5.30% | 00.0% | Unchanged |
| Bonness Enterprises Inc | 38,490 | $14.2M | 5.22% | −50−0.1% | Reduced |
| United Advisor Group, LLC | 38,434 | $14.2M | 1.76% | +5,765+17.6% | Added |
| Wellspring Financial Advisors, LLC | 514,379 | $14.2M | 1.07% | −507,721−49.7% | Reduced |
| 1248 Management, LLC | 38,382 | $14.2M | 6.59% | +18,601+94.0% | Added |
| Strong Tower Advisory Services | 38,363 | $14.2M | 2.67% | +1,739+4.7% | Added |
| Inlet Private Wealth, LLC | 38,285 | $14.2M | 3.62% | −910−2.3% | Reduced |
| Quent Capital, LLC | 38,271 | $14.2M | 1.00% | −4,869−11.3% | Reduced |
| Sage Capital Advisors,llc | 38,107 | $14.1M | 3.27% | −3,821−9.1% | Reduced |
| Marks Group Wealth Management, Inc | 38,065 | $14.1M | 1.36% | −1,508−3.8% | Reduced |
| Puzo Michael J | 38,022 | $14.1M | 4.10% | +885+2.4% | Added |
| Romano Brothers and Company | 38,001 | $14.1M | 1.60% | −1,982−5.0% | Reduced |
| Westmount Partners, LLC | 37,984 | $14.1M | 3.46% | +2,211+6.2% | Added |
| Texas Bank & Trust Co | 37,877 | $14.0M | 5.27% | +124+0.3% | Added |
| Mission Creek Capital Partners, Inc. | 37,847 | $14.0M | 2.79% | +9,875+35.3% | Added |
| Paragon Capital Management LLC | 37,773 | $14.0M | 6.92% | +555+1.5% | Added |
| JCIC Asset Management Inc. | 37,703 | $14.0M | 4.27% | −84−0.2% | Reduced |
| Walter Public Investments Inc. | 37,656 | $13.9M | 3.33% | −31,616−45.6% | Reduced |
| Infusive Asset Management Inc. | 37,608 | $13.9M | 6.74% | +27,646+277.5% | Added |
| Acumen Wealth Advisors, LLC | 37,543 | $13.9M | 3.74% | +4,204+12.6% | Added |
| Oasis Advisors, LLC | 37,512 | $13.9M | 2.73% | +35,335+1,623.1% | Added |
| IPG Investment Advisors LLC | 37,480 | $13.9M | 2.38% | −5,525−12.8% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 37,368 | $13.8M | 2.75% | −1,712−4.4% | Reduced |
| Paragon Private Wealth Management, LLC | 37,236 | $13.8M | 4.31% | +227+0.6% | Added |
| Klingman & Associates, LLC | 37,161 | $13.8M | 0.66% | +1,404+3.9% | Added |
| J.Safra Asset Management Corp | 37,157 | $13.8M | 0.74% | −119−0.3% | Reduced |
| Marble Wealth, LLC | 37,148 | $13.8M | 2.41% | −8,478−18.6% | Reduced |
| Edgestream Partners, L.P. | 37,128 | $13.7M | 0.45% | −7,650−17.1% | Reduced |
| FWL Investment Management, LLC | 37,022 | $13.7M | 3.01% | −327−0.9% | Reduced |
| Impact Capital Partners LLC | 37,003 | $13.7M | 4.14% | −3,797−9.3% | Reduced |
| Convergence Financial, LLC | 36,940 | $13.7M | 1.45% | +20,137+119.8% | Added |
| Lawson Kroeker Investment Management Inc | 36,982 | $13.7M | 3.99% | +2,937+8.6% | Added |
| Capital Performance Advisors LLP | 36,956 | $13.7M | 0.91% | +5,143+16.2% | Added |
| Benedict Financial Advisors Inc | 36,954 | $13.7M | 2.85% | +2,399+6.9% | Added |
| Boston Research & Management Inc | 36,860 | $13.6M | 3.19% | −2,325−5.9% | Reduced |
| LVW Advisors, LLC | 36,854 | $13.6M | 1.33% | −977−2.6% | Reduced |
| Lafayette Investments, Inc. | 36,807 | $13.6M | 2.76% | +228+0.6% | Added |
| Ravenstone Capital Management Inc. | 36,773 | $13.6M | 6.80% | +1,663+4.7% | Added |
| Central Bank & Trust Co | 36,702 | $13.6M | 2.13% | +1,430+4.1% | Added |
| Nellore Capital Management LLC | 36,700 | $13.6M | 1.74% | −59,000−61.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 36,656 | $13.6M | 0.46% | +398+1.1% | Added |
| Investment Advisory Services Inc | 36,642 | $13.6M | 4.31% | −738−2.0% | Reduced |
| Herold Advisors, Inc. | 36,636 | $13.6M | 2.98% | +338+0.9% | Added |
| Berkshire Bank | 36,605 | $13.6M | 2.78% | −1,492−3.9% | Reduced |
| Snider Financial Group | 36,597 | $13.5M | 4.09% | +252+0.7% | Added |
| McDonald Partners LLC | 36,594 | $13.5M | 3.19% | +6,853+23.0% | Added |
| Stansberry Asset Management, LLC | 36,566 | $13.5M | 1.39% | −14,489−28.4% | Reduced |
| Evexia Wealth LLC | 35,214 | $13.5M | 3.72% | +6,441+22.4% | Added |
| Citizens National Bank Trust Department | 36,565 | $13.5M | 2.25% | +25+0.1% | Added |
| Trust Point Inc. | 36,559 | $13.5M | 1.18% | −1,719−4.5% | Reduced |
| L & S Advisors Inc | 36,499 | $13.5M | 1.70% | −6,875−15.9% | Reduced |
| Tranquility Partners, LLC | 36,481 | $13.5M | 5.09% | +767+2.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 36,471 | $13.5M | 1.39% | −2,156−5.6% | Reduced |
| Pegasus Asset Management, Inc. | 36,414 | $13.5M | 4.31% | +70+0.2% | Added |