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 |
|---|---|---|---|---|---|
| Cascade Financial Partners, LLC | 23,115 | $8.56M | 0.88% | +926+4.2% | Added |
| Twin Tree Management, LP | 23,093 | $8.55M | 1.80% | +23,093 | New |
| Arkfeld Wealth Strategies, L.L.C. | 20,756 | $8.54M | 2.70% | +731+3.7% | Added |
| Decker Wealth Management LLC | 23,043 | $8.53M | 1.94% | +4,491+24.2% | Added |
| Proactive Wealth Strategies LLC | 22,988 | $8.51M | 1.60% | +12,521+119.6% | Added |
| Stablepoint Partners, LLC | 22,991 | $8.51M | 1.27% | +847+3.8% | Added |
| Concentric Capital Strategies, LP | 22,959 | $8.50M | 0.74% | −51,790−69.3% | Reduced |
| Goodman Advisory Group, LLC | 22,948 | $8.49M | 2.20% | −2,082−8.3% | Reduced |
| Solstein Capital, LLC | 22,931 | $8.49M | 3.48% | +257+1.1% | Added |
| Blodgett Wealth Advisors, LLC | 22,846 | $8.46M | 6.70% | −1,699−6.9% | Reduced |
| AMJ Financial Wealth Management | 22,839 | $8.45M | 2.00% | −100−0.4% | Reduced |
| Blue Edge Capital, LLC | 22,813 | $8.44M | 1.12% | +83+0.4% | Added |
| Aspen Investment Management Inc | 22,781 | $8.43M | 2.58% | −1,163−4.9% | Reduced |
| Mount Vernon Associates Inc | 22,765 | $8.43M | 5.95% | +57+0.3% | Added |
| Wealth Preservation Advisors, LLC | 22,753 | $8.42M | 7.00% | −1,351−5.6% | Reduced |
| Elwood Capital Partners LP | 22,743 | $8.42M | 8.13% | −2,500−9.9% | Reduced |
| Summa Corp. | 22,721 | $8.41M | 3.48% | +590+2.7% | Added |
| Tandem Capital Management Corp | 22,715 | $8.41M | 4.21% | −740−3.2% | Reduced |
| Marathon Capital Management | 22,710 | $8.41M | 1.89% | −232−1.0% | Reduced |
| Buffalo Business & Estate Services Ltd | 22,703 | $8.40M | 1.22% | +2,396+11.8% | Added |
| Victrix Investment Advisors | 22,640 | $8.38M | 3.04% | +3,989+21.4% | Added |
| Xxi Wealth, LLC | 22,589 | $8.36M | 4.74% | +641+2.9% | Added |
| SBI Okasan Asset Management Co.Ltd. | 23,292 | $8.36M | 0.34% | −3,441−12.9% | Reduced |
| RPg Family Wealth Advisory, LLC | 22,578 | $8.36M | 1.74% | −347−1.5% | Reduced |
| Lederer & Associates Investment Counsel | 22,570 | $8.36M | 5.92% | +22+0.1% | Added |
| Jackson Square Capital, LLC | 22,453 | $8.31M | 1.74% | −20,991−48.3% | Reduced |
| Trail Ridge Investment Advisors, LLC | 22,446 | $8.31M | 3.61% | +113+0.5% | Added |
| Scarborough Advisors, LLC | 22,435 | $8.30M | 0.91% | +22,435 | New |
| Prudent Investors Network | 22,424 | $8.30M | 1.81% | +3,131+16.2% | Added |
| Sirios Capital Management L P | 22,397 | $8.29M | 1.01% | −39,548−63.8% | Reduced |
| Moseley Investment Management Inc | 22,392 | $8.29M | 2.64% | +120+0.5% | Added |
| Cottage Street Advisors LLC | 22,348 | $8.27M | 3.58% | −295−1.3% | Reduced |
| Eastover Investment Advisors LLC | 22,338 | $8.27M | 3.54% | +532+2.4% | Added |
| Pines Wealth Management, LLC | 22,332 | $8.27M | 2.68% | +489+2.2% | Added |
| High Note Wealth, LLC | 22,319 | $8.26M | 1.62% | +240+1.1% | Added |
| GSG Advisors LLC | 22,317 | $8.26M | 2.15% | +1,152+5.4% | Added |
| Mendel Money Management | 22,311 | $8.26M | 3.46% | +1,476+7.1% | Added |
| IMA Wealth, Inc. | 22,278 | $8.25M | 0.81% | +649+3.0% | Added |
| B&L Asset Management LLC | 22,276 | $8.25M | 3.59% | −54−0.2% | Reduced |
| Penbrook Management LLC | 22,245 | $8.23M | 6.24% | −505−2.2% | Reduced |
| Prudent Man Advisors, LLC | 22,233 | $8.23M | 2.46% | +7,854+54.6% | Added |
| StrongBox Wealth, LLC | 22,231 | $8.23M | 2.63% | +638+3.0% | Added |
| TBH Global Asset Management, LLC | 22,199 | $8.22M | 1.65% | −6,959−23.9% | Reduced |
| Barrier Capital Management, LLC | 22,166 | $8.21M | 7.21% | −13,688−38.2% | Reduced |
| Vanderbilt University | 22,164 | $8.20M | 1.56% | +6,639+42.8% | Added |
| Curbstone Financial Management Corp | 22,128 | $8.19M | 1.57% | +254+1.2% | Added |
| Clear Wave Wealth Management LLC | 22,051 | $8.16M | 2.07% | +22,051 | New |
| Advanced Asset Management Advisors Inc | 22,051 | $8.16M | 2.25% | +80.0% | Added |
| Greenline Partners, LLC | 22,046 | $8.16M | 0.88% | −320−1.4% | Reduced |
| Harbor Advisory Corp | 22,020 | $8.15M | 2.45% | +5,669+34.7% | Added |
| Aurora Investment Managers, LLC. | 22,020 | $8.15M | 6.00% | +3,184+16.9% | Added |
| O'Brien Greene & Co. Inc | 22,004 | $8.15M | 2.31% | +836+3.9% | Added |
| Lincluden Management Ltd | 22,004 | $8.14M | 0.87% | +5,007+29.5% | Added |
| Golden State Wealth Management, LLC | 21,999 | $8.14M | 0.89% | −5,117−18.9% | Reduced |
| Mandatum Life Insurance Co Ltd | 21,964 | $8.13M | 1.83% | +48+0.2% | Added |
| Aft, Forsyth & Sober, LLC | 21,950 | $8.13M | 2.48% | 00.0% | Unchanged |
| Sherman Porfolios, LLC | 21,946 | $8.12M | 0.62% | −399,153−94.8% | Reduced |
| Easterly Investment Partners LLC | 21,940 | $8.12M | 0.62% | +21,940 | New |
| Triangle Securities Wealth Management | 21,920 | $8.11M | 1.84% | −2,004−8.4% | Reduced |
| Union Heritage Capital, LLC | 21,796 | $8.07M | 3.00% | −18,400−45.8% | Reduced |
| EPG Wealth Management LLC | 21,753 | $8.05M | 2.18% | +5,968+37.8% | Added |
| Advisors Preferred, LLC | 21,740 | $8.05M | 1.19% | +799+3.8% | Added |
| Advocate Group LLC | 21,721 | $8.04M | 1.26% | −182−0.8% | Reduced |
| Fiduciary Family Office, LLC | 21,684 | $8.03M | 2.29% | +2,964+15.8% | Added |
| Notis-McConarty Edward | 21,677 | $8.02M | 3.99% | −107−0.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 21,699 | $8.02M | 0.46% | +21,699 | New |
| Sentinus, LLC | 21,652 | $8.01M | 0.72% | +8,070+59.4% | Added |
| Prosperitas Financial LLC | 21,628 | $8.01M | 2.98% | +502+2.4% | Added |
| Redmond Asset Management, LLC | 21,611 | $8.00M | 2.18% | −382−1.7% | Reduced |
| Trust Co of Kansas | 21,589 | $7.99M | 4.41% | −2,605−10.8% | Reduced |
| Rainier Family Wealth Inc | 21,588 | $7.99M | 5.36% | +260+1.2% | Added |
| Wealth Management Partners, LLC | 21,566 | $7.98M | 2.28% | −437−2.0% | Reduced |
| Mirabaud Asset Management Ltd | 22,218 | $7.98M | 6.57% | −23,278−51.2% | Reduced |
| Income Insurance Ltd | 21,540 | $7.97M | 5.42% | +80+0.4% | Added |
| Abacus Planning Group, Inc. | 21,504 | $7.96M | 1.07% | +200+0.9% | Added |
| Zimmer Partners, LP | 21,500 | $7.96M | 0.20% | +1,500+7.5% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 21,495 | $7.96M | 2.87% | +3,726+21.0% | Added |
| Fort Point Capital Partners LLC | 21,489 | $7.95M | 1.05% | +3,551+19.8% | Added |
| Magnolia Capital Advisors LLC | 21,466 | $7.95M | 1.56% | +3,384+18.7% | Added |
| Diligent Investors, LLC | 21,453 | $7.94M | 1.97% | −746−3.4% | Reduced |
| Wealth Management Associates, Inc. | 21,442 | $7.94M | 2.74% | +712+3.4% | Added |
| Wealth Alliance Advisory Group, LLC | 21,431 | $7.93M | 1.26% | +1,798+9.2% | Added |
| Fortress Private Ledger, LLC | 21,416 | $7.93M | 2.48% | +2,249+11.7% | Added |
| Titiun Yejiel | 21,393 | $7.92M | 8.02% | +9,393+78.3% | Added |
| Evolution Wealth Advisors, LLC | 21,392 | $7.92M | 0.81% | +2,636+14.1% | Added |
| Eagle Capital Management, LLC | 21,386 | $7.92M | 3.12% | −473−2.2% | Reduced |
| AXA S.A. | 21,380 | $7.91M | 3.09% | +34+0.2% | Added |
| Cumberland Advisors Inc | 21,380 | $7.91M | 3.10% | +180+0.8% | Added |
| Sym Financial Corp | 21,370 | $7.91M | 0.79% | +1,374+6.9% | Added |
| Tempus Wealth Planning, LLC | 21,315 | $7.89M | 1.81% | +340+1.6% | Added |
| CCG Wealth Management, LLC | 21,293 | $7.88M | 2.14% | +6,871+47.6% | Added |
| LaSalle St. Investment Advisors, LLC | 21,291 | $7.88M | 1.11% | +5,744+36.9% | Added |
| Pinnacle Bancorp, Inc. | 21,288 | $7.88M | 2.33% | +64+0.3% | Added |
| Blackhawk Capital Partners LLC. | 21,245 | $7.86M | 2.89% | +2,108+11.0% | Added |
| Investment Research & Advisory Group, Inc. | 21,208 | $7.85M | 2.76% | +50.0% | Added |
| SmartHarvest Portfolios, LLC | 21,174 | $7.84M | 3.27% | −8,138−27.8% | Reduced |
| Karani Asset Management LLC | 21,154 | $7.83M | 6.85% | +7,644+56.6% | Added |
| Second Line Capital, LLC | 19,193 | $7.83M | 1.48% | +812+4.4% | Added |
| Legato Capital Management LLC | 21,109 | $7.81M | 0.71% | −2,613−11.0% | Reduced |
| Summit Financial Strategies, Inc. | 21,102 | $7.81M | 0.62% | −275−1.3% | Reduced |