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 |
|---|---|---|---|---|---|
| VeraBank, N.A. | 36,357 | $13.5M | 2.46% | +363+1.0% | Added |
| Ocean Capital Management, LLC | 36,302 | $13.4M | 2.76% | +257+0.7% | Added |
| Walter & Keenan Financial Consulting Co | 36,251 | $13.4M | 3.78% | −1,913−5.0% | Reduced |
| Delta Financial Advisors LLC | 36,187 | $13.4M | 3.49% | −145−0.4% | Reduced |
| CV Advisors LLC | 36,130 | $13.4M | 3.65% | +330+0.9% | Added |
| Old Second National Bank of Aurora | 36,076 | $13.4M | 2.76% | +138+0.4% | Added |
| Ketron Financial | 36,050 | $13.3M | 4.78% | −2,105−5.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 36,037 | $13.3M | 0.76% | +1,064+3.0% | Added |
| Miller Investment Management, LP | 36,022 | $13.3M | 1.32% | +1,267+3.6% | Added |
| Brentview Investment Management LLC | 36,012 | $13.3M | 5.76% | +1,412+4.1% | Added |
| LMG Wealth Partners, LLC | 35,954 | $13.3M | 2.43% | +2,736+8.2% | Added |
| Aries Wealth Management | 35,827 | $13.3M | 2.92% | +175+0.5% | Added |
| Kesler, Norman & Wride, LLC | 35,800 | $13.3M | 2.28% | +240+0.7% | Added |
| Arrow Financial Corp | 35,720 | $13.2M | 1.33% | +1,395+4.1% | Added |
| Burke & Herbert Bank & Trust Co | 35,663 | $13.2M | 3.65% | +491+1.4% | Added |
| TLW Wealth Management, LLC | 35,655 | $13.2M | 7.73% | +1,220+3.5% | Added |
| Triad Wealth Partners, LLC | 35,599 | $13.2M | 1.04% | +4,925+16.1% | Added |
| Zullo Investment Group, Inc. | 35,559 | $13.2M | 5.00% | +2,574+7.8% | Added |
| Hudson Value Partners, LLC | 35,487 | $13.1M | 3.92% | +3,729+11.7% | Added |
| Optas, LLC | 35,440 | $13.1M | 1.99% | −270−0.8% | Reduced |
| Capital Investment Counsel, LLC | 35,361 | $13.1M | 1.79% | −188−0.5% | Reduced |
| Clear Creek Financial Management, LLC | 35,329 | $13.1M | 1.00% | +4,588+14.9% | Added |
| Mirador Capital Partners LP | 35,166 | $13.0M | 1.84% | +979+2.9% | Added |
| DLK Investment Management, LLC | 35,154 | $13.0M | 5.14% | +217+0.6% | Added |
| Legacy Financial Advisors, Inc. | 35,072 | $13.0M | 1.82% | −73−0.2% | Reduced |
| Connable Office Inc | 35,069 | $13.0M | 1.28% | +166+0.5% | Added |
| Root Financial Partners, LLC | 35,006 | $13.0M | 0.60% | +4,215+13.7% | Added |
| Kidder Stephen W | 35,005 | $13.0M | 3.81% | +900+2.6% | Added |
| Think Investments LP | 35,000 | $13.0M | 1.75% | +35,000 | New |
| Okabena Investment Services Inc | 34,908 | $12.9M | 2.49% | −801−2.2% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 34,860 | $12.9M | 3.06% | +6,801+24.2% | Added |
| Dover Advisors, LLC | 34,837 | $12.9M | 5.33% | −2,278−6.1% | Reduced |
| Grove Bank & Trust | 34,834 | $12.9M | 1.46% | −696−2.0% | Reduced |
| Southeast Asset Advisors Inc. | 34,806 | $12.9M | 1.41% | +986+2.9% | Added |
| Louisbourg Investments Inc. | 42,820 | $12.8M | 2.43% | +9,573+28.8% | Added |
| Sound Income Strategies, LLC | 34,747 | $12.8M | 0.62% | +2,923+9.2% | Added |
| Wright Investors Service Inc | 34,648 | $12.8M | 4.04% | +1,266+3.8% | Added |
| Birinyi Associates Inc | 34,633 | $12.8M | 3.49% | +959+2.8% | Added |
| VCI Wealth Management LLC | 34,632 | $12.8M | 3.55% | −2,058−5.6% | Reduced |
| Personal Cfo Solutions, LLC | 34,622 | $12.8M | 1.80% | −1,033−2.9% | Reduced |
| Menlo Advisors LLC | 26,387 | $12.8M | 5.73% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 34,440 | $12.7M | 1.42% | +2,541+8.0% | Added |
| Affinity Wealth Management LLC | 34,420 | $12.7M | 1.93% | +187+0.5% | Added |
| Tyche Wealth Partners LLC | 34,417 | $12.7M | 1.96% | −805−2.3% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 34,394 | $12.7M | 3.90% | −1,231−3.5% | Reduced |
| Abbot Financial Management, Inc. | 34,370 | $12.7M | 5.41% | +870+2.6% | Added |
| Wealthedge Investment Advisors, LLC | 34,361 | $12.7M | 4.67% | +13,554+65.1% | Added |
| Osprey Private Wealth LLC | 34,352 | $12.7M | 3.68% | +3,592+11.7% | Added |
| KPP Advisory Services LLC | 34,289 | $12.7M | 1.84% | −380−1.1% | Reduced |
| Founders Financial Alliance, LLC | 34,276 | $12.7M | 2.29% | +136+0.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 34,273 | $12.7M | 1.55% | −6,335−15.6% | Reduced |
| Stonebridge Financial Group, LLC | 34,264 | $12.7M | 1.04% | +3,502+11.4% | Added |
| Biltmore Family Office, LLC | 34,258 | $12.7M | 1.77% | +960+2.9% | Added |
| Argonautica Private Wealth Management, Inc | 34,242 | $12.7M | 3.84% | −452−1.3% | Reduced |
| ZEGA Investments, LLC | 34,213 | $12.7M | 2.40% | −2,966−8.0% | Reduced |
| Somerset Trust Co | 34,173 | $12.6M | 3.88% | +983+3.0% | Added |
| Quotient Wealth Partners, LLC | 34,134 | $12.6M | 0.33% | +154+0.5% | Added |
| SOA Wealth Advisors, LLC. | 76,777 | $12.6M | 2.38% | −1,483−1.9% | Reduced |
| Legacy Edge Advisors, LLC | 34,064 | $12.6M | 1.33% | +576+1.7% | Added |
| Qsemble Capital Management, LP | 34,030 | $12.6M | 0.96% | +9,436+38.4% | Added |
| LTS One Management LP | 34,025 | $12.6M | 5.28% | −10,725−24.0% | Reduced |
| Perennial Investment Advisors, LLC | 33,999 | $12.6M | 1.00% | −179−0.5% | Reduced |
| Plancorp, LLC | 33,932 | $12.6M | 0.36% | −1,098−3.1% | Reduced |
| First Bank & Trust | 33,982 | $12.6M | 2.03% | −580−1.7% | Reduced |
| K.J. Harrison & Partners Inc | 33,971 | $12.6M | 2.07% | −19,137−36.0% | Reduced |
| Raub Brock Capital Management LP | 33,958 | $12.6M | 3.18% | +5,316+18.6% | Added |
| Roberts Wealth Advisors, LLC | 33,916 | $12.6M | 3.19% | +698+2.1% | Added |
| Sustainable Insight Capital Management, LLC | 33,897 | $12.5M | 4.21% | +4,560+15.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 33,825 | $12.5M | 5.17% | +2,665+8.6% | Added |
| Argentarii, LLC | 33,811 | $12.5M | 4.38% | −1,625−4.6% | Reduced |
| Channel Wealth LLC | 33,753 | $12.5M | 3.03% | +4,804+16.6% | Added |
| Harbour Investment Management LLC | 33,736 | $12.5M | 6.78% | −7,873−18.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 33,728 | $12.5M | 4.22% | +4,777+16.5% | Added |
| Bedel Financial Consulting, Inc. | 33,704 | $12.5M | 1.43% | +73+0.2% | Added |
| Laurel Oak Wealth Management, LLC | 33,676 | $12.5M | 2.09% | +1,490+4.6% | Added |
| Lummis Asset Management, LP | 31,890 | $12.5M | 7.44% | −924−2.8% | Reduced |
| Chatham Capital Group, Inc. | 33,633 | $12.4M | 1.81% | −384−1.1% | Reduced |
| S.E.E.D. Planning Group LLC | 33,499 | $12.4M | 3.60% | +7,001+26.4% | Added |
| Group One Trading, L.P. | 33,487 | $12.4M | 0.41% | +33,487 | New |
| Founders Financial Securities LLC | 33,225 | $12.4M | 0.70% | −3,892−10.5% | Reduced |
| Delaney Dennis R | 33,483 | $12.4M | 4.39% | +11,045+49.2% | Added |
| Portland Global Advisors LLC | 33,438 | $12.4M | 1.32% | −1,096−3.2% | Reduced |
| Financial Perspectives, Inc | 33,429 | $12.4M | 3.45% | +204+0.6% | Added |
| Cornerstone Advisory, LLC | 33,421 | $12.4M | 1.17% | +1,319+4.1% | Added |
| Citizens Business Bank | 33,410 | $12.4M | 2.03% | −774−2.3% | Reduced |
| BankPlus Trust Department | 33,328 | $12.3M | 3.30% | −1,193−3.5% | Reduced |
| DCM Advisors, LLC | 33,314 | $12.3M | 5.59% | −976−2.8% | Reduced |
| Once Capital Management, LLC | 33,200 | $12.3M | 3.29% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 33,120 | $12.3M | 1.17% | +3,173+10.6% | Added |
| Ervin Investment Management, LLC | 33,120 | $12.3M | 7.18% | +57+0.2% | Added |
| Ar Asset Management Inc | 33,098 | $12.3M | 2.37% | +8,699+35.7% | Added |
| Raab & Moskowitz Asset Management LLC | 33,072 | $12.2M | 2.72% | +152+0.5% | Added |
| FCG Investment Co | 33,011 | $12.2M | 5.36% | +33,011 | New |
| Baldwin Investment Management, LLC | 32,974 | $12.2M | 1.43% | +563+1.7% | Added |
| Monimus Capital Management, LP | 32,966 | $12.2M | 3.38% | +21,906+198.1% | Added |
| Muhlenkamp & Co Inc | 32,937 | $12.2M | 3.21% | −68−0.2% | Reduced |
| Resurgent Financial Advisors LLC | 32,877 | $12.2M | 4.44% | +12,612+62.2% | Added |
| Builder Investment Group Inc | 32,824 | $12.2M | 2.64% | −160.0% | Reduced |
| Roman Butler Fullerton & Co | 32,412 | $12.1M | 3.34% | +320+1.0% | Added |
| CoreCap Advisors, LLC | 32,747 | $12.1M | 0.41% | −601−1.8% | Reduced |