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 |
|---|---|---|---|---|---|
| Everpar Advisors LLC | 25,396 | $9.40M | 3.24% | +2,437+10.6% | Added |
| Caption Management, LLC | 25,350 | $9.38M | 0.45% | −78,850−75.7% | Reduced |
| Settian Capital LP | 25,350 | $9.38M | 6.57% | 00.0% | Unchanged |
| OMC Financial Services LTD | 25,340 | $9.38M | 3.64% | +1,006+4.1% | Added |
| CacheTech Inc. | 25,333 | $9.38M | 1.81% | +5,592+28.3% | Added |
| Canopy Partners, LLC | 25,234 | $9.34M | 3.20% | +166+0.7% | Added |
| United Bank | 25,224 | $9.34M | 3.11% | +3,411+15.6% | Added |
| Empire Financial Management Company, LLC | 25,216 | $9.33M | 2.11% | −1,874−6.9% | Reduced |
| Valley Brook Capital Group | 25,215 | $9.33M | 6.26% | +341+1.4% | Added |
| Tred Avon Family Wealth, LLC | 25,178 | $9.32M | 3.09% | −78−0.3% | Reduced |
| HWG Holdings LP | 25,167 | $9.32M | 2.46% | −27,089−51.8% | Reduced |
| Abundance Wealth Counselors | 25,121 | $9.30M | 1.33% | +3,534+16.4% | Added |
| Enhancing Capital LLC | 25,108 | $9.29M | 6.89% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 25,107 | $9.29M | 1.21% | −1,854−6.9% | Reduced |
| LCNB Corp | 25,054 | $9.27M | 3.12% | −80.0% | Reduced |
| Altfest L J & Co Inc | 25,041 | $9.27M | 0.99% | −5,069−16.8% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 25,033 | $9.27M | 4.88% | +2,480+11.0% | Added |
| Interchange Capital Partners, LLC | 24,773 | $9.27M | 2.99% | −8,603−25.8% | Reduced |
| Symmetry Investments LP | 25,001 | $9.25M | 2.25% | −20,998−45.6% | Reduced |
| Tiptree Advisors, LLC | 25,000 | $9.25M | 5.37% | 00.0% | Unchanged |
| Rubicon Global Capital Ltd | 25,000 | $9.25M | 3.95% | +5,000+25.0% | Added |
| Botty Investors LLC | 24,981 | $9.25M | 2.20% | +17,524+235.0% | Added |
| Arq Wealth Advisors, LLC | 24,979 | $9.25M | 1.67% | +17,878+251.8% | Added |
| Breakwater Investment Management | 24,974 | $9.24M | 3.44% | −296−1.2% | Reduced |
| Ayrshire Capital Management LLC | 24,969 | $9.24M | 4.78% | −3,563−12.5% | Reduced |
| HHM Wealth Advisors, LLC | 24,896 | $9.22M | 1.06% | +952+4.0% | Added |
| First Commonwealth Financial Corp | 24,874 | $9.21M | 1.46% | +2,374+10.6% | Added |
| Huntleigh Advisors, Inc. | 24,851 | $9.20M | 1.57% | −2,134−7.9% | Reduced |
| Lesa Sroufe & Co | 24,804 | $9.18M | 6.25% | +4,526+22.3% | Added |
| Redhawk Wealth Advisors, Inc. | 24,788 | $9.18M | 1.01% | +5,967+31.7% | Added |
| Clark Asset Management, LLC | 24,742 | $9.16M | 0.86% | +2,603+11.8% | Added |
| Wimmer Associates 1, LLC | 24,719 | $9.15M | 4.47% | −221−0.9% | Reduced |
| Ami Investment Management Inc | 24,644 | $9.12M | 2.05% | +2,860+13.1% | Added |
| Greenspring Advisors, LLC | 24,530 | $9.08M | 0.55% | +162+0.7% | Added |
| Krane Funds Advisors LLC | 24,410 | $9.08M | 0.37% | +10,920+80.9% | Added |
| Synergy Financial Group, LTD | 24,496 | $9.07M | 6.81% | +1,072+4.6% | Added |
| Peregrine Asset Advisers, Inc. | 24,452 | $9.05M | 2.44% | +443+1.8% | Added |
| Cary Street Partner Investment Advisory LLC | 24,444 | $9.05M | 2.31% | +258+1.1% | Added |
| Barton Investment Management | 24,416 | $9.04M | 1.13% | −45−0.2% | Reduced |
| Ring Mountain Capital, LLC | 24,388 | $9.03M | 4.94% | −40−0.2% | Reduced |
| Integrated Investment Consultants, LLC | 24,366 | $9.02M | 1.91% | −1,612−6.2% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 24,364 | $9.02M | 4.53% | +4,977+25.7% | Added |
| Nicholas Investment Partners, LP | 24,364 | $9.02M | 0.65% | −10,102−29.3% | Reduced |
| BKM Wealth Management, LLC | 24,350 | $9.01M | 3.29% | −1,220−4.8% | Reduced |
| Drucker Wealth 3.0, LLC | 24,291 | $8.99M | 1.57% | −1,524−5.9% | Reduced |
| Hourglass Capital, LLC | 24,261 | $8.98M | 1.87% | +11,056+83.7% | Added |
| RIHO Partners, LLC | 24,240 | $8.97M | 5.64% | −15,291−38.7% | Reduced |
| Blume Capital Management, Inc. | 24,202 | $8.96M | 1.53% | +4,636+23.7% | Added |
| Prestige Wealth Management Group LLC | 24,169 | $8.95M | 1.76% | −733−2.9% | Reduced |
| Midland Wealth Advisors LLC | 24,156 | $8.94M | 0.46% | −1,684−6.5% | Reduced |
| Helium Advisors LLC | 24,137 | $8.93M | 8.53% | +7,062+41.4% | Added |
| Convergence Investment Partners, LLC | 24,127 | $8.93M | 1.46% | +4,918+25.6% | Added |
| Atwater Malick LLC | 24,107 | $8.92M | 2.41% | +1,652+7.4% | Added |
| Crown Wealth Group, LLC | 24,088 | $8.92M | 2.62% | +1,067+4.6% | Added |
| Sonoma Private Wealth LLC | 24,069 | $8.91M | 10.97% | +710+3.0% | Added |
| Westwood Wealth Management | 24,061 | $8.91M | 3.50% | +21,004+687.1% | Added |
| Leisure Capital Management | 24,005 | $8.89M | 3.11% | −146−0.6% | Reduced |
| McAdam, LLC | 23,986 | $8.88M | 0.40% | +696+3.0% | Added |
| Papamarkou Wellner Asset Management inc. | 23,984 | $8.88M | 5.42% | +640+2.7% | Added |
| Verde Servicos Internacionais S.A. | 23,982 | $8.88M | 2.72% | −14,877−38.3% | Reduced |
| Retirement Solution Inc. | 23,919 | $8.85M | 2.09% | +2,268+10.5% | Added |
| Revisor Wealth Management LLC | 23,897 | $8.85M | 2.44% | +1,611+7.2% | Added |
| Cardiff Park Advisors, LLC | 23,892 | $8.84M | 0.71% | −1,507−5.9% | Reduced |
| Secure Asset Management, LLC | 23,884 | $8.84M | 1.40% | +1,823+8.3% | Added |
| Arista Wealth Management, LLC | 23,880 | $8.84M | 1.08% | +1,026+4.5% | Added |
| Canton Hathaway, LLC | 23,857 | $8.83M | 1.78% | −400−1.6% | Reduced |
| Fairfield, Bush & Co. | 23,851 | $8.83M | 4.90% | −1,712−6.7% | Reduced |
| Wisconsin Capital Management LLC | 23,815 | $8.82M | 4.84% | +90.0% | Added |
| Pitcairn Wealth Advisors LLC | 18,217 | $8.81M | 0.81% | −3,924−17.7% | Reduced |
| Adirondack Trust Co | 23,774 | $8.80M | 2.96% | −640−2.6% | Reduced |
| Elevatus Welath Management | 23,767 | $8.80M | 4.61% | −16,917−41.6% | Reduced |
| Icapital Wealth LLC | 23,765 | $8.80M | 5.26% | −7,206−23.3% | Reduced |
| Lifeworks Advisors, LLC | 23,663 | $8.76M | 1.12% | +5,066+27.2% | Added |
| Fusion Capital, LLC | 23,635 | $8.75M | 2.36% | +1,400+6.3% | Added |
| Pinnacle West Asset Management, Inc. | 23,620 | $8.74M | 5.94% | −465−1.9% | Reduced |
| Freemont Management S.A. | 23,600 | $8.74M | 1.63% | −2,500−9.6% | Reduced |
| First PREMIER Bank | 23,591 | $8.73M | 2.02% | −175−0.7% | Reduced |
| KKM Financial LLC | 18,023 | $8.72M | 1.55% | 00.0% | Unchanged |
| Forte Asset Management LLC | 23,518 | $8.71M | 3.82% | 00.0% | Unchanged |
| Northern Lights Advisors, Inc. | 23,492 | $8.70M | 5.89% | +4,116+21.2% | Added |
| Allegheny Financial Group LTD | 23,455 | $8.68M | 1.17% | +273+1.2% | Added |
| Corsair Capital Management, L.P. | 23,444 | $8.68M | 1.29% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 23,429 | $8.67M | 2.89% | −50−0.2% | Reduced |
| Palumbo Wealth Management LLC | 23,418 | $8.67M | 2.12% | +1,088+4.9% | Added |
| SHP Wealth Management | 23,395 | $8.66M | 0.65% | −48−0.2% | Reduced |
| Mezzasalma Advisors, LLC | 23,394 | $8.66M | 2.21% | +1,080+4.8% | Added |
| Main Street Group, LTD | 23,346 | $8.64M | 2.54% | −15−0.1% | Reduced |
| Bey-Douglas LLC | 23,345 | $8.64M | 7.54% | −988−4.1% | Reduced |
| Concentrum Wealth Management | 23,324 | $8.63M | 2.55% | +1,121+5.0% | Added |
| LOM Asset Management Ltd | 23,297 | $8.62M | 2.48% | +215+0.9% | Added |
| Graybill Bartz & Assoc Ltd | 23,257 | $8.61M | 2.62% | +4,110+21.5% | Added |
| Trilogy Capital Inc. | 23,256 | $8.61M | 0.38% | +1,878+8.8% | Added |
| Purkiss Capital Advisors LLC | 23,244 | $8.60M | 3.78% | +5,339+29.8% | Added |
| Centric Wealth Management | 20,794 | $8.60M | 1.72% | +324+1.6% | Added |
| Cim Investment Mangement Inc | 23,220 | $8.60M | 2.29% | −101−0.4% | Reduced |
| Barbara Oil Co. | 23,220 | $8.60M | 3.31% | +1,600+7.4% | Added |
| Aventura Private Wealth, LLC | 23,198 | $8.59M | 3.14% | −1,223−5.0% | Reduced |
| Atlas Brown,Inc. | 23,172 | $8.58M | 2.58% | −322−1.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 23,199 | $8.57M | 1.91% | −39−0.2% | Reduced |
| Hartford Funds Management Co LLC | 23,115 | $8.56M | 0.74% | +976+4.4% | Added |