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 |
|---|---|---|---|---|---|
| Nikulski Financial, Inc. | 27,361 | $10.1M | 2.50% | −836−3.0% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 27,342 | $10.1M | 2.19% | +35+0.1% | Added |
| McDonough Capital Management, Inc | 27,315 | $10.1M | 5.53% | −2,322−7.8% | Reduced |
| Evanson Asset Management, LLC | 27,261 | $10.1M | 0.55% | −871−3.1% | Reduced |
| Essex Savings Bank | 27,222 | $10.1M | 2.23% | −1,053−3.7% | Reduced |
| Front Row Advisors LLC | 27,135 | $10.0M | 3.40% | +494+1.9% | Added |
| Readystate Asset Management LP | 27,131 | $10.0M | 0.59% | +18,653+220.0% | Added |
| Eurizon SLJ Capital Ltd | 27,779 | $10.0M | 4.77% | −1,770−6.0% | Reduced |
| Agate Pass Investment Management, LLC | 27,060 | $10.0M | 3.92% | +24+0.1% | Added |
| Trinity Legacy Partners, LLC | 25,476 | $10.0M | 2.17% | +6,734+35.9% | Added |
| Enterprise Financial Services Corp | 27,034 | $10.0M | 5.07% | +1,728+6.8% | Added |
| Newman Dignan & Sheerar, Inc. | 27,015 | $10.0M | 2.11% | +357+1.3% | Added |
| MJP Associates Inc | 27,007 | $10.0M | 1.21% | −389−1.4% | Reduced |
| Carderock Capital Management Inc | 26,928 | $9.97M | 2.46% | +659+2.5% | Added |
| First National Bank & Trust Co of Newtown | 26,926 | $9.97M | 2.15% | −9,278−25.6% | Reduced |
| Radnor Capital Management, LLC | 26,921 | $9.97M | 1.47% | −40−0.1% | Reduced |
| Truxt Investmentos Ltda. | 26,904 | $9.96M | 6.39% | +26,904 | New |
| 3Chopt Investment Partners, LLC | 26,892 | $9.95M | 2.28% | +3,855+16.7% | Added |
| IFC Advisors LLC | 26,876 | $9.95M | 1.42% | +988+3.8% | Added |
| Keystone Financial Planning, Inc. | 26,868 | $9.95M | 2.66% | 00.0% | Unchanged |
| Indivisible Partners | 26,855 | $9.94M | 0.88% | −3,736−12.2% | Reduced |
| Lineweaver Wealth Advisors, LLC | 26,829 | $9.93M | 1.34% | +1,299+5.1% | Added |
| Fortitude Advisory Group L.L.C. | 26,828 | $9.93M | 4.47% | −465−1.7% | Reduced |
| Sagewood Asset Management LP | 26,804 | $9.92M | 3.11% | +1,040+4.0% | Added |
| McGinn Investment Management, Inc. | 26,797 | $9.92M | 6.48% | −1,399−5.0% | Reduced |
| Redwood Investment Management, LLC | 26,769 | $9.91M | 1.23% | −137−0.5% | Reduced |
| Argyle Capital Management Inc. | 26,755 | $9.90M | 3.22% | −300−1.1% | Reduced |
| Elgethun Capital Management | 26,740 | $9.90M | 1.64% | +3,082+13.0% | Added |
| Wormser Freres Gestion | 26,155 | $9.90M | 7.14% | −94−0.4% | Reduced |
| Buttonwood Financial Advisors Inc. | 26,732 | $9.90M | 3.31% | +641+2.5% | Added |
| Boyer & Corporon Wealth Management, LLC | 26,713 | $9.89M | 2.80% | +8,462+46.4% | Added |
| Bank Ozk | 26,672 | $9.87M | 3.48% | −295−1.1% | Reduced |
| Piscataqua Savings Bank | 26,591 | $9.84M | 6.92% | +3,509+15.2% | Added |
| Hoertkorn Richard Charles | 26,588 | $9.84M | 8.08% | −12,698−32.3% | Reduced |
| Smith, Moore & Co. | 26,571 | $9.84M | 0.72% | +302+1.1% | Added |
| HBW Advisory Services LLC | 26,571 | $9.84M | 1.04% | +1,728+7.0% | Added |
| Cascades Capital Asset Management, LLC | 26,566 | $9.83M | 4.12% | −497−1.8% | Reduced |
| Harrington Investments, INC | 26,558 | $9.83M | 5.17% | +24+0.1% | Added |
| SGL Investment Advisors, Inc. | 23,818 | $9.83M | 3.69% | +337+1.4% | Added |
| Harbor Advisors LLC | 26,500 | $9.81M | 1.42% | +500+1.9% | Added |
| Center for Financial Planning, Inc. | 26,463 | $9.80M | 1.02% | +2,577+10.8% | Added |
| LRI Investments, LLC | 52,725 | $9.79M | 0.87% | −1,241−2.3% | Reduced |
| Ellevest, Inc. | 26,433 | $9.78M | 1.36% | −1,046−3.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 26,410 | $9.78M | 0.82% | +710+2.8% | Added |
| Councilmark Asset Management, LLC | 26,390 | $9.77M | 5.60% | −30−0.1% | Reduced |
| Greenfield Savings Bank | 26,374 | $9.76M | 4.16% | +31+0.1% | Added |
| Titleist Asset Management, LLC | 26,371 | $9.76M | 0.74% | +13,348+102.5% | Added |
| Orca Investment Management, LLC | 26,340 | $9.75M | 8.29% | −1,205−4.4% | Reduced |
| Wolverine Asset Management LLC | 26,303 | $9.74M | 0.15% | +5,441+26.1% | Added |
| Graham Capital Management, L.P. | 26,270 | $9.72M | 0.33% | +1,787+7.3% | Added |
| Privium Fund Management (UK) Ltd | 27,200 | $9.70M | 4.92% | +27,200 | New |
| Waystone Advisors LLC | 26,207 | $9.70M | 8.67% | −1,294−4.7% | Reduced |
| FengHe Fund Management Pte. Ltd. | 26,200 | $9.70M | 1.34% | +26,200 | New |
| MEMBERS Trust Co | 26,185 | $9.69M | 0.32% | −1,113−4.1% | Reduced |
| Tempo Wealth, LLC | 26,174 | $9.69M | 1.69% | +2,639+11.2% | Added |
| Parisi Gray Wealth Management | 26,166 | $9.69M | 2.31% | +94+0.4% | Added |
| McHugh Group, LLC | 26,157 | $9.68M | 5.73% | +226+0.9% | Added |
| Eukles Asset Management | 26,158 | $9.68M | 4.32% | −1,687−6.1% | Reduced |
| Rare Wolf Capital LLC | 26,158 | $9.68M | 6.27% | +5,955+29.5% | Added |
| Paragon Advisors, LLC | 26,039 | $9.64M | 2.60% | +5,583+27.3% | Added |
| Hengehold Capital Management LLC | 26,027 | $9.63M | 0.84% | +2,814+12.1% | Added |
| Beck Capital Management, LLC | 26,019 | $9.63M | 2.20% | −268−1.0% | Reduced |
| Tiemann Investment Advisors, LLC | 25,990 | $9.62M | 3.77% | +641+2.5% | Added |
| Ethos Financial Group, LLC | 23,845 | $9.62M | 0.70% | +279+1.2% | Added |
| JFS Wealth Advisors, LLC | 25,946 | $9.60M | 0.54% | −658−2.5% | Reduced |
| Ballast Advisors LLC | 25,929 | $9.60M | 2.79% | +435+1.7% | Added |
| Maia Wealth LLC | 25,862 | $9.57M | 1.62% | +1,921+8.0% | Added |
| White Pine Investment CO | 25,856 | $9.57M | 2.22% | −305−1.2% | Reduced |
| First Command Advisory Services, Inc. | 25,853 | $9.57M | 0.06% | +691+2.7% | Added |
| University of Wisconsin Foundation | 25,842 | $9.57M | 8.49% | −6,587−20.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 25,817 | $9.56M | 2.44% | −22−0.1% | Reduced |
| Trust Co of Oklahoma | 25,798 | $9.55M | 2.78% | +177+0.7% | Added |
| Herald Investment Management Ltd | 25,800 | $9.55M | 1.33% | 00.0% | Unchanged |
| Consolidated Capital Management, LLC | 25,795 | $9.55M | 3.08% | −7,159−21.7% | Reduced |
| Granite Bay Wealth Management, LLC | 25,739 | $9.54M | 2.03% | +3,848+17.6% | Added |
| Ducere Wealth Management LLC | 25,758 | $9.53M | 3.79% | +2,303+9.8% | Added |
| Lantz Financial LLC | 25,742 | $9.53M | 1.97% | −646−2.4% | Reduced |
| Vectors Research Management, LLC | 25,731 | $9.52M | 2.78% | −1,712−6.2% | Reduced |
| Frisch Financial Group, Inc. | 25,727 | $9.52M | 1.99% | +342+1.3% | Added |
| Howard Financial Services, Ltd. | 25,725 | $9.52M | 1.07% | +2,820+12.3% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 22,894 | $9.52M | 2.27% | +236+1.0% | Added |
| Cypress Wealth Services, LLC | 25,692 | $9.51M | 1.34% | +367+1.4% | Added |
| David J Yvars Group | 25,659 | $9.50M | 5.31% | +255+1.0% | Added |
| Mitchell Sinkler & Starr | 25,655 | $9.50M | 4.38% | −212−0.8% | Reduced |
| LFG Wealth Partners, LLC | 25,640 | $9.49M | 5.72% | +5,940+30.2% | Added |
| Excalibur Management Corp | 25,608 | $9.48M | 3.40% | +112+0.4% | Added |
| Regatta Capital Group, LLC | 25,571 | $9.47M | 1.43% | +957+3.9% | Added |
| D'Orazio & Associates, Inc. | 25,569 | $9.46M | 1.23% | +386+1.5% | Added |
| Tradewinds Capital Management, LLC | 25,547 | $9.46M | 1.88% | +67+0.3% | Added |
| MinichMacGregor Wealth Management, LLC | 25,513 | $9.44M | 1.67% | −16−0.1% | Reduced |
| Windward Capital Management Co | 25,502 | $9.44M | 0.77% | +27+0.1% | Added |
| Brick & Kyle, Associates | 25,502 | $9.44M | 3.12% | −1,771−6.5% | Reduced |
| Windle Wealth, LLC | 25,500 | $9.44M | 3.99% | +3,176+14.2% | Added |
| Ravenswood Partners LP | 25,499 | $9.44M | 3.49% | +6,581+34.8% | Added |
| Sentry LLC | 25,490 | $9.44M | 3.00% | −2,028−7.4% | Reduced |
| Marathon Wealth Advisors LLC | 25,471 | $9.43M | 3.87% | +2,004+8.5% | Added |
| Independent Solutions Wealth Management, LLC | 25,444 | $9.42M | 1.39% | +2,658+11.7% | Added |
| Lynch Asset Management, Inc. | 25,425 | $9.41M | 3.16% | +5,000+24.5% | Added |
| RV Capital GmbH | 25,220 | $9.41M | 2.46% | +13,720+119.3% | Added |
| Keystone Wealth Services, LLC | 25,411 | $9.41M | 2.01% | +444+1.8% | Added |