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 |
|---|---|---|---|---|---|
| Proficio Capital Partners LLC | 32,691 | $12.1M | 0.65% | +166+0.5% | Added |
| Harbour Capital Advisors, LLC | 27,935 | $12.1M | 2.30% | −233−0.8% | Reduced |
| Sloy Dahl & Holst, LLC | 32,651 | $12.1M | 1.66% | +169+0.5% | Added |
| JNBA Financial Advisors | 32,620 | $12.1M | 1.01% | +123+0.4% | Added |
| Boit C F David | 32,604 | $12.1M | 5.36% | +800+2.5% | Added |
| Legacy Advisors, LLC | 32,547 | $12.0M | 1.42% | +828+2.6% | Added |
| Vista Capital Partners, Inc. | 32,480 | $12.0M | 1.21% | +1,171+3.7% | Added |
| Founders Capital Management | 32,471 | $12.0M | 5.87% | +5,011+18.2% | Added |
| Knightsbridge Asset Management, LLC | 32,466 | $12.0M | 1.62% | +3,268+11.2% | Added |
| BNC Wealth Management, LLC | 32,393 | $12.0M | 3.33% | −4,030−11.1% | Reduced |
| Capricorn Fund Managers Ltd | 32,343 | $12.0M | 1.87% | +3,610+12.6% | Added |
| Old Point Trust & Financial Services N A | 32,251 | $11.9M | 3.83% | −1,616−4.8% | Reduced |
| BCS Private Wealth Management, Inc. | 32,215 | $11.9M | 3.62% | +6,488+25.2% | Added |
| CNB Bank | 32,204 | $11.9M | 5.02% | +870+2.8% | Added |
| Greater Midwest Financial Group, LLC | 32,195 | $11.9M | 6.40% | +4,526+16.4% | Added |
| Finer Wealth Management, Inc. | 32,159 | $11.9M | 6.01% | −263−0.8% | Reduced |
| Childress Capital Advisors, LLC | 32,148 | $11.9M | 2.15% | −3,658−10.2% | Reduced |
| Strategic Planning, Inc. | 32,115 | $11.9M | 5.97% | +30,363+1,733.0% | Added |
| Glass Wealth Management Co LLC | 32,102 | $11.9M | 4.60% | +1,322+4.3% | Added |
| Alpha Family Trust | 32,070 | $11.9M | 5.76% | −1,035−3.1% | Reduced |
| RDA Financial Network | 32,067 | $11.9M | 2.97% | +1,011+3.3% | Added |
| Dudley Capital Management, LLC | 32,063 | $11.9M | 5.23% | −282−0.9% | Reduced |
| Allen Capital Group, LLC | 31,887 | $11.8M | 1.06% | +172+0.5% | Added |
| GKV Capital Management Co., Inc. | 31,859 | $11.8M | 4.42% | −208−0.6% | Reduced |
| Round Rock Advisors, LLC | 31,839 | $11.8M | 1.80% | −61−0.2% | Reduced |
| Asset Dedication, LLC | 31,835 | $11.8M | 0.83% | −4,849−13.2% | Reduced |
| Brookwood Investment Group LLC | 31,831 | $11.8M | 1.50% | −10,866−25.4% | Reduced |
| Lakehouse Capital Pty Ltd | 21,773 | $11.8M | 7.94% | +12,866+144.4% | Added |
| Focused Alpha, LLC | 31,741 | $11.7M | 3.63% | −3,380−9.6% | Reduced |
| Chronos Wealth Management, LLC | 31,729 | $11.7M | 5.68% | +416+1.3% | Added |
| Garrett Investment Advisors LLC | 31,703 | $11.7M | 0.93% | +993+3.2% | Added |
| TRUE Private Wealth Advisors | 31,692 | $11.7M | 1.12% | −518−1.6% | Reduced |
| Richards, Merrill & Peterson, Inc. | 31,681 | $11.7M | 4.30% | +4,762+17.7% | Added |
| Birch Capital Management, LLC | 31,610 | $11.7M | 6.13% | −191−0.6% | Reduced |
| KLCM Advisors, Inc. | 31,598 | $11.7M | 1.02% | +5,804+22.5% | Added |
| Anchyra Partners LLC | 31,499 | $11.7M | 3.54% | +2,347+8.1% | Added |
| Tiaa Trust, National Association | 31,471 | $11.6M | 0.71% | −726,875−95.9% | Reduced |
| Alight Capital Management LP | 31,400 | $11.6M | 3.38% | −23,600−42.9% | Reduced |
| Financial Security Advisor, Inc. | 31,385 | $11.6M | 2.13% | +446+1.4% | Added |
| Atlas Capital Advisors LLC | 31,368 | $11.6M | 1.33% | +721+2.4% | Added |
| Quadrant Private Wealth Management, LLC | 31,367 | $11.6M | 1.80% | +7,531+31.6% | Added |
| DGS Capital Management, LLC | 31,339 | $11.6M | 1.91% | +472+1.5% | Added |
| Advyzon Investment Management, LLC | 31,332 | $11.6M | 1.04% | +91+0.3% | Added |
| Carroll Investors, Inc | 31,296 | $11.6M | 6.19% | +225+0.7% | Added |
| OneAscent Financial Services LLC | 31,269 | $11.6M | 0.63% | +12,558+67.1% | Added |
| Oxler Private Wealth LLC | 31,269 | $11.6M | 3.62% | +93+0.3% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 31,209 | $11.6M | 6.55% | +1,170+3.9% | Added |
| Bedell Frazier Investment Counseling, LLC | 31,182 | $11.5M | 2.33% | +1,127+3.7% | Added |
| Permanens Capital L.P. | 31,146 | $11.5M | 1.49% | +5,922+23.5% | Added |
| JB Capital LLC | 31,076 | $11.5M | 0.46% | +3,756+13.7% | Added |
| Kinsale Capital Group, Inc. | 31,057 | $11.5M | 1.84% | +1,626+5.5% | Added |
| Facet Wealth, Inc. | 31,013 | $11.5M | 0.20% | +8,394+37.1% | Added |
| World Equity Group, Inc. | 31,005 | $11.5M | 2.97% | +1,782+6.1% | Added |
| Concord Asset Management, LLC | 30,994 | $11.5M | 1.94% | +587+1.9% | Added |
| Flow Traders U.S. LLC | 30,933 | $11.4M | 0.36% | +30,933 | New |
| Leelyn Smith, LLC | 30,916 | $11.4M | 1.60% | +2,227+7.8% | Added |
| Stony Point Wealth Management Inc. | 30,905 | $11.4M | 4.55% | +1,291+4.4% | Added |
| White Pine Capital LLC | 30,889 | $11.4M | 3.11% | +232+0.8% | Added |
| CORDA Investment Management, LLC. | 30,876 | $11.4M | 0.79% | +3,577+13.1% | Added |
| Rockbridge Capital Management LLC | 30,849 | $11.4M | 7.70% | −2,850−8.5% | Reduced |
| Buckhead Capital Management LLC | 30,840 | $11.4M | 4.30% | −568−1.8% | Reduced |
| Ignite Planners, LLC | 30,822 | $11.4M | 1.76% | +1,183+4.0% | Added |
| Am Investment Strategies LLC | 30,974 | $11.4M | 2.51% | +1,519+5.2% | Added |
| NovaPoint Capital, LLC | 30,785 | $11.4M | 2.86% | +1,889+6.5% | Added |
| Financial Network Wealth Management LLC | 30,725 | $11.4M | 3.60% | −570−1.8% | Reduced |
| Limestone Investment Advisors LP | 30,710 | $11.4M | 5.59% | +24,377+384.9% | Added |
| Wealth Advisors of Tampa Bay, LLC | 30,709 | $11.4M | 3.76% | +2,734+9.8% | Added |
| Oarsman Capital, Inc. | 30,696 | $11.4M | 1.41% | +743+2.5% | Added |
| DV Trading LLC | 30,662 | $11.4M | 1.03% | +19,889+184.6% | Added |
| Old Port Advisors | 30,630 | $11.3M | 2.62% | −230−0.7% | Reduced |
| Tulsa Wealth Advisors, INC | 30,624 | $11.3M | 1.99% | −13,280−30.2% | Reduced |
| Shikiar Asset Management Inc | 30,615 | $11.3M | 3.27% | −2,648−8.0% | Reduced |
| Hartford Financial Management Inc. | 30,561 | $11.3M | 2.88% | +2,852+10.3% | Added |
| Monument Capital Management | 30,529 | $11.3M | 2.83% | −476−1.5% | Reduced |
| Garrison Point Advisors, LLC | 30,522 | $11.3M | 5.15% | −179−0.6% | Reduced |
| TRB Wealth Management, LLC | 30,506 | $11.3M | 1.60% | +30,506 | New |
| TCI Wealth Advisors, Inc. | 30,487 | $11.3M | 0.60% | −2,438−7.4% | Reduced |
| Parker Investment Management, LLC | 30,463 | $11.3M | 1.71% | −483−1.6% | Reduced |
| Glassy Mountain Advisors, Inc. | 30,433 | $11.3M | 3.50% | +179+0.6% | Added |
| Castle Rock Wealth Management, LLC | 30,130 | $11.3M | 2.44% | +160+0.5% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 30,300 | $11.3M | 5.81% | +5,650+22.9% | Added |
| TownSquare Capital, LLC | 30,394 | $11.3M | 2.54% | +29+0.1% | Added |
| Sonata Capital Group Inc | 30,335 | $11.2M | 4.14% | −449−1.5% | Reduced |
| Hollow Brook Wealth Management LLC | 30,317 | $11.2M | 2.86% | −481−1.6% | Reduced |
| Green Harvest Asset Management LLC | 30,299 | $11.2M | 0.18% | −1,965−6.1% | Reduced |
| Chapin Davis, Inc. | 30,284 | $11.2M | 2.50% | −2,136−6.6% | Reduced |
| Kensington Investment Counsel, LLC | 30,243 | $11.2M | 5.39% | +501+1.7% | Added |
| American Trust | 30,235 | $11.2M | 0.99% | −6,387−17.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 30,211 | $11.2M | 2.79% | +436+1.5% | Added |
| Argos Wealth Advisors, LLC | 30,193 | $11.2M | 3.21% | −147−0.5% | Reduced |
| Drexel Morgan & Co. | 30,129 | $11.2M | 1.64% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 30,112 | $11.1M | 3.41% | +2,534+9.2% | Added |
| Jessup Wealth Management, Inc | 30,046 | $11.1M | 4.06% | +21,752+262.3% | Added |
| Chapman Investment Management, LLC | 30,028 | $11.1M | 9.17% | +177+0.6% | Added |
| Stonebrook Private Inc. | 30,017 | $11.1M | 2.37% | −722−2.3% | Reduced |
| Myriad Asset Management Advisors LLC | 30,011 | $11.1M | 3.27% | −6,842−18.6% | Reduced |
| Next Century Growth Investors LLC | 30,004 | $11.1M | 0.81% | −13,208−30.6% | Reduced |
| Sphera Management Technology Funds Ltd | 30,000 | $11.1M | 6.27% | +5,000+20.0% | Added |
| Pine Haven Investment Counsel, Inc | 29,988 | $11.1M | 8.16% | +250+0.8% | Added |
| Intercapital, LLC | 29,902 | $11.1M | 6.13% | +25,702+612.0% | Added |