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; 6,247 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
- 6,247
- +95 vs. Q1 2026
- Shares held
- 5.49B
- +139.8M (+2.6%) vs. Q1 2026
- Total value
- $2.05T
- +$67.8B (+3.4%) vs. Q1 2026
- New holders
- 229
- 3,209 more added
- Sold out
- 134
- 2,446 more reduced
85 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Capital Advisor Network LLC | 1 | $373 | 0.00% | +1 | New |
| Berkshire Capital Holdings Inc | 10 | $3.73K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 10 | $3.73K | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 14 | $5.22K | 0.00% | −53−79.1% | Reduced |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 14 | $5.22K | 0.00% | 00.0% | Unchanged |
| Icon Advisers Inc | 15 | $5.59K | 0.00% | +15 | New |
| 180 GPS Investments IC Ltd | 22 | $8.21K | 0.01% | +22 | New |
| Financially Speaking Inc | 36 | $13.3K | 0.06% | 00.0% | Unchanged |
| Collier Financial | 43 | $16.1K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 12,948 | $16.7K | 0.00% | +12,948 | New |
| Transce3nd, LLC | 44 | $16.9K | 0.15% | +1+2.3% | Added |
| Park Square Financial Group, LLC | 51 | $19.0K | 0.17% | −14−21.5% | Reduced |
| Fairway Wealth LLC | 55 | $20.5K | 0.00% | +32+139.1% | Added |
| Akuna Securities LLC | 56 | $20.9K | 0.02% | +21+60.0% | Added |
| Ball & Co Wealth Management Inc. | 57 | $21.0K | 0.01% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 60 | $22.4K | 0.35% | +4+7.1% | Added |
| Montgomery Financial Services LLC | 69 | $25.7K | 0.02% | +69 | New |
| Timmons Wealth Management, LLC | 75 | $28.0K | 0.02% | 00.0% | Unchanged |
| Newton One Investments LLC | 75 | $28.1K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 80 | $29.9K | 0.02% | 00.0% | Unchanged |
| Frankly Finances, LLC | 95 | $35.4K | 0.03% | +95 | New |
| Q Fund Management (Hong Kong) Ltd | 100 | $37.3K | 0.03% | 00.0% | Unchanged |
| Bard Associates Inc | 100 | $37.3K | 0.01% | +91+1,011.1% | Added |
| PMV Capital Advisers, LLC | 103 | $38.4K | 0.06% | +18+21.2% | Added |
| Insight Financial Services | 107 | $39.9K | 0.02% | +50+87.7% | Added |
| MH & Associates Securities Management Corp | 114 | $42.5K | 0.04% | +114 | New |
| Blueline Advisors LLC | 115 | $42.9K | 0.03% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 125 | $46.5K | 0.03% | +34+37.4% | Added |
| Frisco Financial Planning LLC | 132 | $49.2K | 0.04% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 134 | $50.1K | 0.02% | 00.0% | Unchanged |
| PayPay Securities Corp | 135 | $50.4K | 1.92% | −2−1.5% | Reduced |
| Daytona Street Capital LLC | 139 | $53.6K | 0.04% | 00.0% | Unchanged |
| Atomic Invest LLC | 155 | $57.1K | 0.01% | −57−26.9% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 154 | $57.4K | 0.01% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 161 | $60.1K | 0.02% | +161 | New |
| Conquis Financial LLC | 162 | $60.4K | 0.05% | 00.0% | Unchanged |
| Bellevue Group AG | 172 | $64.2K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 183 | $68.3K | 0.03% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 184 | $68.5K | 0.04% | −75−29.0% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 191 | $71.2K | 0.06% | 00.0% | Unchanged |
| J. Stern & Co. LLP | 200 | $74.6K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 238 | $76.4K | 0.03% | −9,138−97.5% | Reduced |
| Morgan Dempsey Capital Management LLC | 228 | $85.0K | 0.04% | 00.0% | Unchanged |
| NorthAvenue LLC | 237 | $88.2K | 0.06% | +124+109.7% | Added |
| USA Financial Formulas | 240 | $89.5K | 0.02% | +240 | New |
| Stance Capital LLC | 251 | $93.5K | 0.03% | −101−28.7% | Reduced |
| Glynn Capital Management LLC | 255 | $95.1K | 0.03% | +65+34.2% | Added |
| Gleason Group, Inc. | 273 | $101.8K | 0.01% | +1+0.4% | Added |
| Strategic Advocates LLC | 277 | $103.3K | 0.40% | −90−24.5% | Reduced |
| Ramsey Quantitative Systems | 300 | $111.9K | 0.10% | +300 | New |
| Quarry LP | 322 | $120.1K | 0.02% | +25+8.4% | Added |
| Kroeger Financial Partners | 325 | $121.2K | 0.12% | +325 | New |
| Imprint Wealth LLC | 340 | $126.8K | 0.52% | +15+4.6% | Added |
| Navigoe, LLC | 344 | $128.0K | 0.07% | +98+39.8% | Added |
| Evolution Advisers, Inc. | 348 | $129.0K | 0.05% | +22+6.7% | Added |
| XP Advisory US, Inc. | 358 | $133.5K | 0.07% | +358 | New |
| POM Investment Strategies, LLC | 363 | $135.4K | 0.15% | −57−13.6% | Reduced |
| Value Aligned Research Advisors, LLC | 374 | $139.5K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 377 | $140.6K | 0.32% | 00.0% | Unchanged |
| Bulwark Capital Corp | 394 | $147.0K | 0.08% | 00.0% | Unchanged |
| Access Investment Management LLC | 410 | $152.9K | 0.04% | 00.0% | Unchanged |
| Capital CS Group, LLC | 414 | $154.5K | 0.23% | +414 | New |
| Friedenthal Financial | 432 | $161.2K | 0.07% | +1+0.2% | Added |
| Networth Advisors, LLC | 449 | $167.5K | 0.10% | −1,030−69.6% | Reduced |
| Robinson Value Management, Ltd. | 450 | $167.9K | 0.09% | 00.0% | Unchanged |
| Torren Management, LLC | 490 | $182.6K | 0.09% | −83−14.5% | Reduced |
| Your Advocates Ltd., LLP | 491 | $183.3K | 0.05% | +5+1.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 514 | $191.7K | 0.13% | −49−8.7% | Reduced |
| Marquette Asset Management, LLC | 526 | $196.2K | 0.03% | 00.0% | Unchanged |
| Kings Path Partners LLC | 530 | $197.7K | 0.05% | +112+26.8% | Added |
| F&V Capital Management, LLC | 540 | $201.0K | 0.04% | +540 | New |
| Granger Management LLC | 543 | $202.6K | 0.06% | +543 | New |
| Chartist Inc | 544 | $203.0K | 0.13% | +1+0.2% | Added |
| HFR Wealth Management, LLC | 544 | $203.0K | 0.05% | +544 | New |
| Five Pine Wealth Management | 545 | $203.4K | 0.12% | −119−17.9% | Reduced |
| RHL Group, LLC | 547 | $204.0K | 0.17% | +5+0.9% | Added |
| Fidato Wealth LLC | 550 | $205.2K | 0.12% | −105−16.0% | Reduced |
| Sprott Inc. | 550 | $205.2K | 0.01% | +550 | New |
| Bellars Harris Wealth Management, LLC | 550 | $205.2K | 0.04% | +550 | New |
| True Blue Financial, LLC | 553 | $206.3K | 0.09% | +553 | New |
| HC Advisors, LLC | 555 | $207.3K | 0.13% | −13−2.3% | Reduced |
| Gagnon Securities LLC | 556 | $207.4K | 0.04% | +11+2.0% | Added |
| Graticule Asia Macro Advisors LLC | 560 | $208.9K | 0.02% | +560 | New |
| WJ Interests, LLC | 563 | $210.0K | 0.08% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 566 | $211.1K | 0.07% | +168+42.2% | Added |
| NewCorp Financial Services, Inc. | 566 | $211.2K | 0.16% | +2+0.4% | Added |
| Guardian Wealth Management, Inc. | 566 | $211.4K | 0.10% | −127−18.3% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 567 | $211.5K | 0.65% | −287−33.6% | Reduced |
| Adirondack Capital Advisors, LLC | 567 | $211.6K | 0.11% | −40−6.6% | Reduced |
| Rachor Investment Advisory Services, LLC | 569 | $212.1K | 0.10% | −59−9.4% | Reduced |
| Ni Acquisitions Company, LLC | 5,014 | $212.3K | 0.09% | +5,014 | New |
| Evergreen Advisors, LLC | 571 | $213.0K | 0.05% | 00.0% | Unchanged |
| Cambridge Capital Management, LLC | 573 | $213.7K | 0.08% | −38−6.2% | Reduced |
| Share Andrew L. | 575 | $214.5K | 0.11% | 00.0% | Unchanged |
| Oakmont Investment Advisors, Inc. | 576 | $215.1K | 0.15% | +576 | New |
| Gutierrez Wealth Advisory, LLC | 577 | $215.2K | 0.12% | −17−2.9% | Reduced |
| Sarver Vrooman Wealth Advisors | 557 | $216.5K | 0.13% | 00.0% | Unchanged |
| City Center Advisors, LLC | 581 | $216.7K | 0.18% | −152−20.7% | Reduced |
| Stonehearth Capital Management, LLC | 581 | $216.8K | 0.07% | 00.0% | Unchanged |
| Theory Financial LLC | 583 | $217.5K | 0.07% | −198−25.4% | Reduced |