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
- +$67.9B (+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 |
|---|---|---|---|---|---|
| Disciplined Investments, LLC | 2,493 | $929.8K | 0.30% | +3+0.1% | Added |
| Wealth Group Ltd | 2,494 | $930.1K | 0.18% | −75−2.9% | Reduced |
| Kelman-Lazarov, Inc. | 2,498 | $931.6K | 0.12% | −1,741−41.1% | Reduced |
| Melia Wealth LLC | 2,500 | $932.5K | 0.54% | +2,500 | New |
| Wealth Management Strategies, Inc. | 2,501 | $933.0K | 0.36% | +3+0.1% | Added |
| Meredith Wealth Planning | 2,504 | $933.9K | 0.22% | −46−1.8% | Reduced |
| Hill Investment Group Partners, LLC | 2,506 | $934.8K | 0.10% | +67+2.7% | Added |
| Potentia Wealth | 2,510 | $936.1K | 0.38% | −1,841−42.3% | Reduced |
| Stembrook Asset Management, LLC | 2,510 | $936.3K | 0.81% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 2,514 | $937.8K | 0.24% | +6+0.2% | Added |
| Terril Brothers, Inc. | 2,515 | $938.1K | 0.24% | +25+1.0% | Added |
| Winslow Asset Management Inc | 2,516 | $939.0K | 0.16% | −35−1.4% | Reduced |
| Red Mountain Financial, LLC | 2,518 | $939.3K | 0.79% | +88+3.6% | Added |
| AJ Advisors, LLC | 2,520 | $940.0K | 0.29% | +43+1.7% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 2,524 | $941.5K | 0.65% | +2,524 | New |
| Gimbal Financial | 2,524 | $941.5K | 0.60% | +2,524 | New |
| Cordoba Advisory Partners LLC | 2,527 | $942.6K | 0.20% | +2,527 | New |
| Dogwood Wealth Management LLC | 2,528 | $943.0K | 0.37% | −424−14.4% | Reduced |
| Hughes Financial Services, LLC | 2,529 | $943.4K | 0.13% | +307+13.8% | Added |
| Burk Holdings LLC | 2,532 | $944.5K | 0.35% | −156−5.8% | Reduced |
| Fortune 45 LLC | 2,533 | $945.6K | 0.40% | +34+1.4% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 2,535 | $945.6K | 0.66% | −1,870−42.5% | Reduced |
| Future Financial Wealth Managment LLC | 2,481 | $946.7K | 0.59% | +310+14.3% | Added |
| BancFirst Trust & Investment Management | 2,569 | $946.9K | 0.40% | +1,012+65.0% | Added |
| Act Wealth Management, LLC | 2,539 | $947.0K | 0.28% | −5−0.2% | Reduced |
| BlueSky Wealth Advisors, LLC | 2,542 | $948.1K | 0.11% | −895−26.0% | Reduced |
| Joseph P. Lucia & Associates, LLC | 2,551 | $951.4K | 0.29% | −228−8.2% | Reduced |
| Capasso Planning Partners LLC | 2,554 | $952.6K | 0.48% | +84+3.4% | Added |
| Noble Family Wealth, LLC | 2,556 | $953.4K | 0.17% | −850−25.0% | Reduced |
| Opulen Financial Group LLC | 2,557 | $953.9K | 0.60% | +324+14.5% | Added |
| Columbia Advisory Partners LLC | 2,561 | $955.3K | 0.53% | +97+3.9% | Added |
| Carroll Advisory Group, LLC | 2,563 | $956.2K | 0.31% | −42−1.6% | Reduced |
| Arlington Capital Management, Inc. | 2,564 | $956.6K | 0.59% | −226−8.1% | Reduced |
| Axecap Investments, LLC | 2,565 | $956.9K | 0.53% | +37+1.5% | Added |
| Gallacher Capital Management LLC | 2,578 | $961.5K | 0.54% | −420−14.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,589 | $966.0K | 0.22% | +1,028+65.9% | Added |
| Chico Wealth RIA | 2,593 | $967.1K | 0.50% | +562+27.7% | Added |
| T3 Companies, LLC | 2,599 | $969.5K | 1.11% | −2,277−46.7% | Reduced |
| Glaxis Capital Management, LLC | 2,600 | $969.9K | 1.95% | 00.0% | Unchanged |
| Compass Advisory Group LLC | 2,602 | $970.6K | 0.23% | +816+45.7% | Added |
| Sageworth Trust Co | 2,607 | $972.5K | 0.04% | −7,333−73.8% | Reduced |
| Boulder Wealth Advisors, LLC | 2,608 | $972.9K | 0.35% | +56+2.2% | Added |
| Fortress Financial Group, LLC | 2,616 | $975.8K | 0.49% | −569−17.9% | Reduced |
| United Capital Management of KS, Inc. | 2,617 | $976.0K | 0.13% | +24+0.9% | Added |
| Partners in Financial Planning | 2,623 | $978.3K | 0.15% | 00.0% | Unchanged |
| SWS Partners | 2,630 | $981.0K | 0.21% | +5+0.2% | Added |
| Wexford Capital LP | 2,630 | $981.0K | 0.13% | +1,676+175.7% | Added |
| GuidedMoney, LLC | 2,632 | $981.8K | 0.45% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 2,632 | $981.9K | 0.53% | −5−0.2% | Reduced |
| Belleair Asset Management, LLC | 2,633 | $982.0K | 0.83% | +32+1.2% | Added |
| Dopkins Wealth Management, LLC | 2,639 | $984.5K | 0.36% | −422−13.8% | Reduced |
| Chris Bulman Inc | 2,640 | $985.0K | 0.36% | +81+3.2% | Added |
| Main Line Retirement Advisors, LLC | 2,641 | $985.0K | 0.45% | +2+0.1% | Added |
| Trellis Wealth Advisors LLC | 2,643 | $985.8K | 0.34% | +10.0% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 2,044 | $985.8K | 0.55% | +10.0% | Added |
| True Link Financial Advisors, LLC | 2,644 | $986.3K | 0.06% | −59−2.2% | Reduced |
| PTM Wealth Management, LLC | 2,588 | $988.0K | 0.45% | +947+57.7% | Added |
| Black Swift Group, LLC | 2,650 | $988.5K | 0.14% | +2,650 | New |
| Plan Group Financial, LLC | 2,650 | $988.6K | 0.20% | −558−17.4% | Reduced |
| Lauterbach Financial Advisors, LLC | 2,655 | $990.5K | 0.43% | 00.0% | Unchanged |
| Bauman Advisory Group, LLC | 2,656 | $990.8K | 0.52% | +313+13.4% | Added |
| marrick wealth, LLC | 2,658 | $991.4K | 0.70% | +67+2.6% | Added |
| Brightwater Advisory LLC | 2,658 | $991.5K | 0.63% | −27−1.0% | Reduced |
| Oberweis Asset Management Inc | 2,665 | $994.1K | 0.02% | 00.0% | Unchanged |
| Weil Company, Inc. | 2,666 | $994.6K | 0.18% | +51+2.0% | Added |
| Moneywise, Inc. | 2,669 | $995.7K | 0.37% | +10+0.4% | Added |
| Vigil Wealth Management, LLC | 2,670 | $996.0K | 0.71% | +1,227+85.0% | Added |
| DORVAL Corp | 2,678 | $998.9K | 0.29% | +129+5.1% | Added |
| West Financial Advisors, LLC | 2,681 | $1.00M | 0.15% | −100−3.6% | Reduced |
| Covestor Ltd | 2,689 | $1.00M | 0.58% | +12+0.4% | Added |
| Hopwood Nicholas Hunter | 2,691 | $1.00M | 0.28% | +163+6.4% | Added |
| Good Harbor Advisors, Inc. | 2,691 | $1.00M | 0.98% | −169−5.9% | Reduced |
| North Berkeley Wealth Management, LLC | 2,692 | $1.00M | 0.41% | +346+14.7% | Added |
| Charter Capital Management, LLC | 2,704 | $1.01M | 0.45% | −20−0.7% | Reduced |
| R Squared Ltd | 2,706 | $1.01M | 0.53% | −4,371−61.8% | Reduced |
| ATX Financial Planning, LLC | 2,712 | $1.01M | 0.67% | −145−5.1% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,713 | $1.01M | 0.19% | +70+2.6% | Added |
| Epiq Partners, LLC | 2,720 | $1.01M | 0.43% | −31−1.1% | Reduced |
| Stone Wealth Partners | 2,721 | $1.01M | 0.74% | +74+2.8% | Added |
| Resolute Capital, LLC | 2,721 | $1.02M | 0.35% | +848+45.3% | Added |
| PFS Partners, LLC | 2,726 | $1.02M | 0.41% | +693+34.1% | Added |
| Seaside Wealth Management, Inc. | 2,731 | $1.02M | 0.25% | −34−1.2% | Reduced |
| Hiley Hunt Wealth Management | 2,731 | $1.02M | 0.40% | +83+3.1% | Added |
| Premier Private Wealth Management LLC | 2,734 | $1.02M | 0.89% | +57+2.1% | Added |
| Cushing Capital Partners, LLC | 2,735 | $1.02M | 0.70% | +89+3.4% | Added |
| JHP Wealth Management, LLC | 2,737 | $1.02M | 0.84% | −136−4.7% | Reduced |
| Cogent Strategic Wealth LLC | 2,741 | $1.02M | 0.97% | −151−5.2% | Reduced |
| Kraematon Investment Advisors, Inc | 2,743 | $1.02M | 0.76% | −78−2.8% | Reduced |
| Alterna Wealth Management, Inc | 2,743 | $1.02M | 0.59% | +142+5.5% | Added |
| Tilson Financial Group, Inc. | 2,750 | $1.03M | 0.28% | −60−2.1% | Reduced |
| S&A Financial Services, Inc. | 2,752 | $1.03M | 0.63% | −55−2.0% | Reduced |
| Waterford Advisors, LLC | 2,752 | $1.03M | 0.28% | +10+0.4% | Added |
| Red Reef Advisors LLC | 2,753 | $1.03M | 0.95% | −295−9.7% | Reduced |
| Schubert & Co | 2,753 | $1.03M | 0.71% | −532−16.2% | Reduced |
| Passive Capital Management, LLC. | 2,128 | $1.03M | 0.32% | −73−3.3% | Reduced |
| Cedar Mountain Advisors, LLC | 2,759 | $1.03M | 0.18% | −1,546−35.9% | Reduced |
| HMV Wealth Advisors, LLC | 2,760 | $1.03M | 0.40% | +437+18.8% | Added |
| Hibernia Wealth Partners, LLC | 2,765 | $1.03M | 0.56% | −2,182−44.1% | Reduced |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 2,764 | $1.03M | 0.81% | 00.0% | Unchanged |
| TT Capital Management LLC | 2,766 | $1.03M | 0.80% | +1,825+193.9% | Added |