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; 6,248 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
- +13 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
- 231
- 3,259 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 | 6,248 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $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 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 215,913 | $79.9M | 1.22% | −39,555−15.5% | Reduced |
| Wilkinson Global Asset Management LLC | 215,538 | $79.8M | 6.08% | −13,265−5.8% | Reduced |
| North Dakota State Investment Board | 214,906 | $79.6M | 3.44% | −39,433−15.5% | Reduced |
| Carmignac Gestion | 214,923 | $79.4M | 1.22% | −846,230−79.7% | Reduced |
| Summitry LLC | 214,462 | $79.4M | 2.80% | +60,042+38.9% | Added |
| Capital Investment Advisors, LLC | 214,355 | $79.3M | 1.16% | +286+0.1% | Added |
| Welch Group, LLC | 214,123 | $79.3M | 2.98% | +7,442+3.6% | Added |
| Ameritas Investment Partners, Inc. | 212,441 | $78.6M | 2.42% | +392+0.2% | Added |
| Waters Parkerson & Co., LLC | 212,026 | $78.5M | 4.03% | −1,040−0.5% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 211,966 | $78.5M | 1.08% | −51,075−19.4% | Reduced |
| ZWJ Investment Counsel Inc | 209,889 | $77.7M | 2.80% | +10,912+5.5% | Added |
| Select Equity Group, L.P. | 209,575 | $77.6M | 0.41% | −2,797−1.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 209,133 | $77.4M | 6.09% | +1,276+0.6% | Added |
| Investment House LLC | 208,789 | $77.3M | 4.02% | +3,445+1.7% | Added |
| Freestone Grove Partners LP | 208,305 | $77.1M | 0.56% | +44,039+26.8% | Added |
| Howard Capital Management Inc. | 207,989 | $77.0M | 1.26% | −9,697−4.5% | Reduced |
| Cary Street Partners Financial LLC | 207,186 | $76.7M | 1.90% | +7,604+3.8% | Added |
| Ballentine Partners, LLC | 206,209 | $76.3M | 1.06% | +12,638+6.5% | Added |
| Marathon Trading Investment Management LLC | 205,696 | $76.1M | 22.60% | +143,638+231.5% | Added |
| MUFG Securities Americas Inc. | 205,428 | $76.0M | 4.90% | +5,198+2.6% | Added |
| SBI Securities Co., Ltd. | 204,163 | $75.6M | 2.09% | +6,761+3.4% | Added |
| Exencial Wealth Advisors, LLC | 203,640 | $75.4M | 2.34% | −1,915−0.9% | Reduced |
| Intesa Sanpaolo S.p.A. | 203,039 | $75.2M | 4.71% | +39,023+23.8% | Added |
| Formuepleje A/S | 202,883 | $75.1M | 6.81% | −78,767−28.0% | Reduced |
| NBT Bank N A | 202,622 | $75.0M | 4.91% | −1,655−0.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 202,583 | $75.0M | 3.45% | −330.0% | Reduced |
| Washington Trust Co | 202,007 | $74.8M | 2.53% | +2,331+1.2% | Added |
| Cullen Capital Management LLC | 201,639 | $74.6M | 0.77% | −1,324−0.7% | Reduced |
| RE Advisers Corp | 202,492 | $74.6M | 2.00% | −2,200−1.1% | Reduced |
| Moors & Cabot, Inc. | 201,588 | $74.6M | 3.19% | −1,429−0.7% | Reduced |
| Kanawha Capital Management LLC | 201,580 | $74.6M | 5.26% | +2,110+1.1% | Added |
| Mill Capital Management, LLC | 201,553 | $74.6M | 5.67% | +1,029+0.5% | Added |
| CWA Asset Management Group, LLC | 201,452 | $74.6M | 2.56% | −4,380−2.1% | Reduced |
| Securian Asset Management, Inc | 201,446 | $74.6M | 2.95% | −655−0.3% | Reduced |
| Private Wealth Partners, LLC | 201,443 | $74.6M | 5.74% | +626+0.3% | Added |
| Nwi Management LP | 201,100 | $74.4M | 4.55% | +54,000+36.7% | Added |
| Sander Capital Advisors Inc | 200,958 | $74.4M | 43.08% | +581+0.3% | Added |
| Reynders McVeigh Capital Management, LLC | 200,049 | $74.1M | 3.74% | +6,678+3.5% | Added |
| Parsons Capital Management Inc | 199,775 | $74.0M | 3.38% | +69,828+53.7% | Added |
| First American Bank | 199,550 | $73.9M | 4.63% | −1,147−0.6% | Reduced |
| Westpac Banking Corp | 199,442 | $73.8M | 5.13% | −13,304−6.3% | Reduced |
| Picton Mahoney Asset Management | 199,360 | $73.8M | 0.77% | −27,693−12.2% | Reduced |
| Alta Capital Management LLC | 199,066 | $73.7M | 5.71% | +13,688+7.4% | Added |
| Destination Wealth Management | 197,797 | $73.2M | 1.90% | +10,146+5.4% | Added |
| Marathon Asset Mgmt Ltd | 196,994 | $72.9M | 2.80% | +27,209+16.0% | Added |
| Bowen Hanes & Co Inc | 196,513 | $72.7M | 1.77% | −280.0% | Reduced |
| Engineers Gate Manager LP | 196,159 | $72.6M | 0.91% | +187,370+2,131.9% | Added |
| MMBG Investment Advisors Co. | 195,632 | $72.4M | 6.65% | +8,442+4.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 195,510 | $72.4M | 4.92% | +382+0.2% | Added |
| Moody Lynn & Lieberson, LLC | 195,341 | $72.3M | 4.06% | +1,420+0.7% | Added |
| Ingalls & Snyder LLC | 195,110 | $72.2M | 2.56% | +1,775+0.9% | Added |
| Aureus Asset Management, LLC | 194,078 | $71.8M | 4.79% | −5,120−2.6% | Reduced |
| Diversify Wealth Management, LLC | 168,007 | $71.3M | 1.27% | +116,802+228.1% | Added |
| Cyndeo Wealth Partners, LLC | 192,584 | $71.3M | 3.75% | +22,031+12.9% | Added |
| Empire Life Investments Inc. | 192,580 | $71.1M | 4.32% | −16,241−7.8% | Reduced |
| Value Partners Investments Inc. | 191,961 | $71.1M | 5.42% | +107,549+127.4% | Added |
| Moneta Group Investment Advisors LLC | 192,108 | $71.1M | 0.54% | +1,585+0.8% | Added |
| Smith Chas P & Associates Pa Cpas | 191,465 | $70.9M | 3.85% | +1,020+0.5% | Added |
| Hamilton Capital Partners Inc. | 191,439 | $70.9M | 2.38% | +72,614+61.1% | Added |
| Woodley Farra Manion Portfolio Management Inc | 191,374 | $70.8M | 3.45% | +7,565+4.1% | Added |
| Howard Capital Management Group, LLC | 191,181 | $70.8M | 4.70% | +2,280+1.2% | Added |
| Dearborn Partners LLC | 190,461 | $70.5M | 3.82% | −9,843−4.9% | Reduced |
| Berkshire Asset Management LLC | 190,355 | $70.5M | 3.02% | +6,604+3.6% | Added |
| S&CO Inc | 190,197 | $70.4M | 4.37% | +17,900+10.4% | Added |
| Mirova | 188,849 | $69.9M | 2.84% | +101,390+115.9% | Added |
| Pacific Sage Partners, LLC | 188,710 | $69.9M | 11.01% | +364+0.2% | Added |
| Wahed Invest LLC | 188,046 | $69.6M | 9.04% | −7,267−3.7% | Reduced |
| Perigon Wealth Management, LLC | 187,930 | $69.6M | 1.26% | +5,416+3.0% | Added |
| GTS Securities LLC | 187,863 | $69.5M | 2.46% | +26,316+16.3% | Added |
| Nichols & Pratt Advisers LLP | 187,552 | $69.4M | 4.50% | +5,369+2.9% | Added |
| Knights of Columbus Asset Advisors LLC | 187,126 | $69.3M | 3.91% | +2,113+1.1% | Added |
| Versant Capital Management, Inc | 186,808 | $69.2M | 6.82% | +137,955+282.4% | Added |
| Henshaw Capital LLC | 186,668 | $69.1M | 2.56% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 185,172 | $68.5M | 8.97% | +46,199+33.2% | Added |
| Independent Financial Group, LLC | 185,111 | $68.5M | 1.54% | +1,582+0.9% | Added |
| Stack Financial Management, Inc | 185,075 | $68.5M | 5.03% | −41,554−18.3% | Reduced |
| Ritholtz Wealth Management | 184,681 | $68.4M | 1.19% | +4,103+2.3% | Added |
| Beacon Investment Advisory Services, Inc. | 184,545 | $68.3M | 2.84% | −5,814−3.1% | Reduced |
| Private Advisory Group LLC | 180,938 | $67.0M | 4.66% | +22,951+14.5% | Added |
| RDST Capital LLC | 180,560 | $66.8M | 6.44% | +24,685+15.8% | Added |
| HMI Capital Management, L.P. | 179,700 | $66.5M | 8.82% | +179,700 | New |
| GAMMA Investing LLC | 179,661 | $66.5M | 3.11% | +3,173+1.8% | Added |
| Violich Capital Management, Inc. | 179,632 | $66.5M | 7.77% | −1,640−0.9% | Reduced |
| Dundas Partners LLP | 179,471 | $66.4M | 5.30% | −2,987−1.6% | Reduced |
| Milestones Administradora de Recursos Ltda. | 179,407 | $66.4M | 17.33% | +91,732+104.6% | Added |
| Cornerstone Investment Partners, LLC | 178,737 | $66.2M | 2.78% | −8,913−4.7% | Reduced |
| Fulton Breakefield Broenniman LLC | 178,228 | $66.0M | 4.30% | +117+0.1% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 177,900 | $65.9M | 0.51% | 00.0% | Unchanged |
| Oakmont Corp | 177,897 | $65.9M | 12.51% | +6,797+4.0% | Added |
| Walleye Capital LLC | 177,863 | $65.8M | 0.40% | −184,908−51.0% | Reduced |
| Sumitomo Life Insurance Co | 177,827 | $65.8M | 1.55% | −11,924−6.3% | Reduced |
| First American Trust, FSB | 177,810 | $65.8M | 4.43% | +38,669+27.8% | Added |
| Steel Peak Wealth Management LLC | 177,774 | $65.8M | 2.06% | +53,327+42.9% | Added |
| WSFS Capital Management, LLC | 177,696 | $65.8M | 3.19% | +2,181+1.2% | Added |
| Capital Group Private Client Services, Inc. | 176,969 | $65.5M | 1.10% | −69,046−28.1% | Reduced |
| CloudAlpha Capital Management Limited/Hong Kong | 176,910 | $65.5M | 7.20% | +176,910 | New |
| Univest Financial Corp | 176,049 | $65.2M | 3.66% | +20,660+13.3% | Added |
| Valeo Financial Advisors, LLC | 176,073 | $65.2M | 1.56% | −29,573−14.4% | Reduced |
| Catalytic Wealth RIA, LLC | 175,592 | $65.0M | 2.69% | +6,862+4.1% | Added |
| Global X Japan Co., Ltd. | 175,532 | $65.0M | 3.34% | +19,036+12.2% | Added |