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, Q2 2026
Institutional positions in Microsoft Corp as of Jun 30, 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
- 6,248
- +94 vs. Q1 2026
- Shares held
- 5.49B
- +139.8M (+2.6%) vs. Q1 2026
- Total value
- $2.05T
- +$67.9B (+3.4%) vs. Q1 2026
- New holders
- 228
- 3,210 more added
- Sold out
- 134
- 2,447 more reduced
84 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BCS Wealth Management | 6,651 | $2.48M | 0.45% | +199+3.1% | Added |
| Virtus Wealth Solutions LLC | 6,661 | $2.48M | 0.34% | −863−11.5% | Reduced |
| S. R. Schill & Associates | 6,663 | $2.49M | 1.50% | −126−1.9% | Reduced |
| Burkett Financial Services, LLC | 6,666 | $2.49M | 0.78% | +16+0.2% | Added |
| Stordahl Capital Management, Inc. | 6,676 | $2.49M | 0.46% | +2,891+76.4% | Added |
| Legacy Capital Group California, Inc. | 6,678 | $2.49M | 0.75% | −138−2.0% | Reduced |
| Per Stirling Capital Management, LLC. | 6,688 | $2.49M | 0.24% | +313+4.9% | Added |
| WealthCollab, LLC | 6,689 | $2.50M | 0.90% | +329+5.2% | Added |
| One Charles Private Wealth Services, LLC | 6,699 | $2.50M | 0.58% | +308+4.8% | Added |
| Kennon-Green & Company, LLC | 6,720 | $2.51M | 1.95% | +14+0.2% | Added |
| FF Advisors,LLC | 6,724 | $2.51M | 0.94% | −164−2.4% | Reduced |
| Financial Management Professionals, Inc. | 6,753 | $2.52M | 0.24% | +333+5.2% | Added |
| Phillips Financial Management, LLC | 6,759 | $2.52M | 0.18% | −1,126−14.3% | Reduced |
| KDT Advisors, LLC | 6,766 | $2.52M | 3.49% | +213+3.3% | Added |
| Wagner Wealth Management, Corp | 6,771 | $2.53M | 2.04% | −679−9.1% | Reduced |
| Alternative Investment Advisors, LLC. | 6,788 | $2.53M | 0.98% | +4,163+158.6% | Added |
| Ted Buchan & Co | 6,793 | $2.53M | 0.83% | −1,263−15.7% | Reduced |
| East Coast Asset Management, LLC. | 6,804 | $2.54M | 0.75% | −1,180−14.8% | Reduced |
| Aspen Wealth Strategies, LLC | 6,811 | $2.54M | 1.23% | +299+4.6% | Added |
| Hamrick Investment Counsel, llc | 6,813 | $2.54M | 1.69% | −4,638−40.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 6,814 | $2.54M | 0.69% | +278+4.3% | Added |
| Investment Insight Wealth Management, LLC | 6,820 | $2.54M | 2.20% | −145−2.1% | Reduced |
| Winning Points Advisors, LLC | 14,475 | $2.55M | 3.36% | −149−1.0% | Reduced |
| Fiduciary Planning LLC | 6,829 | $2.55M | 0.67% | +408+6.4% | Added |
| Optimize Financial Inc | 6,829 | $2.55M | 0.92% | −23−0.3% | Reduced |
| Sound Capital Solutions LLC | 6,829 | $2.55M | 0.60% | +6,829 | New |
| Game Plan Financial Advisors, LLC | 6,830 | $2.55M | 0.95% | +1,156+20.4% | Added |
| Entrewealth, LLC | 5,098 | $2.55M | 0.94% | +2,885+130.4% | Added |
| Cannon Financial Strategists, Inc. | 6,831 | $2.55M | 0.29% | +4,294+169.3% | Added |
| Meridian Financial, LLC | 6,838 | $2.55M | 1.23% | +165+2.5% | Added |
| Geneva Partners, LLC | 6,839 | $2.55M | 0.68% | −621−8.3% | Reduced |
| AlphaGrep UK Ltd | 6,841 | $2.55M | 0.78% | +1,859+37.3% | Added |
| Vivid Wealth Management, LLC | 6,845 | $2.55M | 0.90% | +296+4.5% | Added |
| Syntax Research, Inc. | 6,845 | $2.55M | 1.87% | −3,997−36.9% | Reduced |
| My Purposeful Wealth Corp. | 6,852 | $2.56M | 0.49% | +1,348+24.5% | Added |
| Security Financial Services, INC. | 6,867 | $2.56M | 0.36% | +383+5.9% | Added |
| Matters Capital LLC | 6,872 | $2.56M | 1.79% | 00.0% | Unchanged |
| Innova Wealth Partners | 6,874 | $2.56M | 1.06% | +225+3.4% | Added |
| Horizon Kinetics Asset Management LLC | 6,894 | $2.57M | 0.03% | −30−0.4% | Reduced |
| JMN Financial LLC | 6,896 | $2.57M | 2.00% | +242+3.6% | Added |
| Eldridge Investment Advisors, Inc. | 6,904 | $2.58M | 0.51% | +224+3.4% | Added |
| Kaizen Financial Strategies | 6,701 | $2.58M | 1.02% | −297−4.2% | Reduced |
| Dixon Fnancial Services, Inc. | 6,906 | $2.58M | 1.04% | −1,333−16.2% | Reduced |
| Strathmore Capital Advisors, Inc. | 6,477 | $2.58M | 0.69% | +53+0.8% | Added |
| Deseret Mutual Benefit Administrators | 6,909 | $2.58M | 0.84% | −79−1.1% | Reduced |
| Tannin Capital LLC | 6,911 | $2.58M | 1.69% | +719+11.6% | Added |
| Park Capital Management, LLC | 6,916 | $2.58M | 1.52% | +22+0.3% | Added |
| Carter Financial Group, INC. | 6,918 | $2.58M | 1.34% | +360+5.5% | Added |
| CenterStar Asset Management, LLC | 6,919 | $2.58M | 2.00% | −2,768−28.6% | Reduced |
| Paladin Wealth, LLC | 6,931 | $2.59M | 1.50% | −367−5.0% | Reduced |
| Andrews Advisory Associates, LLC | 6,933 | $2.59M | 1.24% | +121+1.8% | Added |
| CoreFirst Bank & Trust | 6,944 | $2.59M | 1.29% | −112−1.6% | Reduced |
| Riverwater Partners LLC | 6,954 | $2.59M | 0.77% | −524−7.0% | Reduced |
| Sharpepoint LLC | 6,963 | $2.60M | 1.30% | +375+5.7% | Added |
| Blue Rock Wealth Management LLC | 6,965 | $2.60M | 1.45% | −562−7.5% | Reduced |
| Warren Street Wealth Advisors, LLC | 6,969 | $2.60M | 0.59% | −1,484−17.6% | Reduced |
| Galilei Investment Office LLP | 6,985 | $2.61M | 1.20% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 6,994 | $2.61M | 2.32% | +130+1.9% | Added |
| PeakShares LLC | 7,000 | $2.61M | 1.94% | +2,588+58.7% | Added |
| Curran Financial Partners, LLC | 7,001 | $2.61M | 0.39% | −29−0.4% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 7,003 | $2.61M | 0.82% | −5−0.1% | Reduced |
| Towercrest Capital Management | 7,017 | $2.62M | 0.36% | −8−0.1% | Reduced |
| Hoge Financial Services, LLC | 7,024 | $2.62M | 1.25% | −98−1.4% | Reduced |
| Lantern Wealth Advisors, LLC | 7,029 | $2.62M | 1.20% | +242+3.6% | Added |
| Seelaus Asset Management LLC | 7,030 | $2.62M | 1.84% | −2,080−22.8% | Reduced |
| Hofer & Associates. Inc | 7,038 | $2.63M | 1.27% | +388+5.8% | Added |
| Altiora Financial Group, LLC | 7,040 | $2.63M | 0.41% | 00.0% | Unchanged |
| Walser Wealth Management Company, A Ltd Liability Co | 7,041 | $2.63M | 1.09% | +44+0.6% | Added |
| Drake & Associates, LLC | 7,053 | $2.63M | 0.44% | −629−8.2% | Reduced |
| Mosley Wealth Management | 7,059 | $2.63M | 0.84% | +1,046+17.4% | Added |
| Snowwater Investment Partners, LLC | 7,060 | $2.63M | 1.82% | +131+1.9% | Added |
| Pathway Financial Advisors LLC | 6,745 | $2.63M | 0.31% | −109−1.6% | Reduced |
| Plan A Wealth LLC | 7,066 | $2.64M | 1.12% | +202+2.9% | Added |
| Sanchez Wealth Management Group | 7,074 | $2.64M | 0.46% | +180+2.6% | Added |
| Summit Wealth Group, LLC | 7,085 | $2.64M | 0.54% | −367−4.9% | Reduced |
| Mainstay Capital Management LLC | 7,087 | $2.64M | 0.20% | +1,107+18.5% | Added |
| Prosperity Bancshares Inc | 7,088 | $2.64M | 1.73% | +695+10.9% | Added |
| Gill Capital Partners, LLC | 7,098 | $2.65M | 0.70% | +33+0.5% | Added |
| MBA Advisors LLC | 7,099 | $2.65M | 0.90% | +181+2.6% | Added |
| SPWM Advisors LLC | 6,738 | $2.65M | 2.45% | −1,312−16.3% | Reduced |
| XY Planning Network, Inc. | 7,126 | $2.66M | 0.33% | +3,879+119.5% | Added |
| Renasant Bank | 7,129 | $2.66M | 1.71% | +99+1.4% | Added |
| Pacific Park Financial, Inc. | 7,136 | $2.66M | 1.55% | +6,104+591.5% | Added |
| Prepared Retirement Institute LLC | 7,149 | $2.67M | 1.14% | +8+0.1% | Added |
| Armor Investment Advisors, LLC | 7,164 | $2.67M | 0.86% | +176+2.5% | Added |
| Safe Harbor Fiduciary, LLC | 7,190 | $2.68M | 2.09% | +1,083+17.7% | Added |
| Requisite Capital Management, LLC | 7,202 | $2.69M | 0.44% | −11−0.2% | Reduced |
| Ethos Capital Management, Inc. | 7,211 | $2.69M | 1.92% | +3,328+85.7% | Added |
| Yarger Wealth Strategies, LLC | 6,986 | $2.69M | 0.97% | +574+9.0% | Added |
| Richardson Financial Services Inc. | 7,217 | $2.69M | 1.53% | +225+3.2% | Added |
| Foresight Capital Management Advisors, Inc. | 7,233 | $2.70M | 1.31% | +363+5.3% | Added |
| Onyx Financial Advisors, LLC | 7,235 | $2.70M | 0.97% | +16+0.2% | Added |
| Maripau Wealth Management LLC | 7,173 | $2.70M | 0.96% | +1,222+20.5% | Added |
| Tandem Financial, LLC | 7,259 | $2.71M | 0.87% | +9+0.1% | Added |
| Bannerstone Capital Management, LLC | 7,266 | $2.71M | 2.28% | +46+0.6% | Added |
| Pettinga Financial Advisors, LLC | 7,270 | $2.71M | 0.43% | −413−5.4% | Reduced |
| Total Wealth Planning & Management, Inc. | 7,301 | $2.72M | 1.97% | +770+11.8% | Added |
| Syverson Strege & Co | 7,307 | $2.73M | 0.59% | −1,220−14.3% | Reduced |
| Greenbush Financial Group, LLC | 7,310 | $2.73M | 0.80% | −68−0.9% | Reduced |
| Alhambra Investment Partners LLC | 7,325 | $2.73M | 1.19% | −47−0.6% | Reduced |