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 |
|---|---|---|---|---|---|
| Daviman Financial, LLC | 2,767 | $1.03M | 0.57% | +192+7.5% | Added |
| Foundation Wealth Management, LLC | 2,770 | $1.03M | 0.61% | −63−2.2% | Reduced |
| Englebert Financial Advisers, LLC | 2,772 | $1.03M | 1.02% | +87+3.2% | Added |
| Aso Group Ltd | 2,776 | $1.04M | 0.44% | 00.0% | Unchanged |
| Orcam Financial Group | 2,778 | $1.04M | 0.51% | +2,142+336.8% | Added |
| Blankinship & Foster, LLC | 2,778 | $1.04M | 0.21% | −199−6.7% | Reduced |
| R. W. Roge & Company, Inc. | 2,781 | $1.04M | 0.44% | +19+0.7% | Added |
| Cornerstone Financial Management LLC | 2,782 | $1.04M | 0.83% | +304+12.3% | Added |
| 21 West Wealth Management LLC | 2,786 | $1.04M | 0.89% | +5+0.2% | Added |
| Jmac Enterprises LLC | 2,786 | $1.04M | 0.18% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,790 | $1.04M | 0.38% | +1,240+80.0% | Added |
| Bedminster, LLC | 2,797 | $1.04M | 0.89% | −133−4.5% | Reduced |
| Options Solutions, LLC | 2,800 | $1.04M | 0.74% | 00.0% | Unchanged |
| Premier Financial Group | 2,803 | $1.05M | 0.23% | +2,803 | New |
| Harvest Investment Advisors, LLC | 2,805 | $1.05M | 0.52% | +4+0.1% | Added |
| Paragon Capital Management Inc | 2,807 | $1.05M | 0.78% | +2,807 | New |
| Ipsen Advisor Group LLC | 2,810 | $1.05M | 0.67% | +56+2.0% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 2,814 | $1.05M | 0.32% | −660−19.0% | Reduced |
| O'Connor Financial Group LLC | 2,820 | $1.05M | 0.37% | +239+9.3% | Added |
| Ferguson Shapiro LLC | 2,821 | $1.05M | 0.31% | −1,084−27.8% | Reduced |
| Kure Advisory, LLC | 2,822 | $1.05M | 0.50% | +231+8.9% | Added |
| Landscape Capital Management, L.L.C. | 2,822 | $1.05M | 0.07% | −13,025−82.2% | Reduced |
| Lavelle Capital LP | 2,823 | $1.05M | 0.54% | +10.0% | Added |
| Plotkin Financial Advisors, LLC | 2,827 | $1.05M | 0.44% | +220+8.4% | Added |
| Seed Wealth Management, Inc. | 2,827 | $1.05M | 0.67% | −610−17.7% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 2,830 | $1.06M | 0.63% | +150+5.6% | Added |
| Avid Wealth Partners LLC | 2,831 | $1.06M | 0.51% | −471−14.3% | Reduced |
| Reyes Financial Architecture, Inc. | 2,833 | $1.06M | 0.59% | −147−4.9% | Reduced |
| O'Domhnaill Enterprises, Inc. | 2,834 | $1.06M | 0.84% | +2,834 | New |
| Presidio Capital Management, LLC | 2,841 | $1.06M | 0.26% | +45+1.6% | Added |
| GatePass Capital, LLC | 2,842 | $1.06M | 0.40% | +57+2.0% | Added |
| FIDELIS iM, LLC | 2,852 | $1.06M | 0.36% | +3+0.1% | Added |
| Copley Financial Group, Inc. | 2,853 | $1.06M | 0.64% | −362−11.3% | Reduced |
| Cinctive Capital Management LP | 2,853 | $1.06M | 0.04% | +2,853 | New |
| Opus Financial Solutions LLC | 2,866 | $1.07M | 0.86% | +154+5.7% | Added |
| Mullaney, Keating & Wright, Inc. | 2,867 | $1.07M | 0.52% | +422+17.3% | Added |
| Equita Financial Network, Inc. | 2,867 | $1.07M | 0.30% | +56+2.0% | Added |
| Investment Planning Advisors, Inc. | 2,884 | $1.08M | 0.25% | +1,042+56.6% | Added |
| Gouws Capital LLC | 2,894 | $1.08M | 0.50% | −515−15.1% | Reduced |
| Saber Capital Managment, LLC | 2,900 | $1.08M | 0.78% | 00.0% | Unchanged |
| Stegner Investment Associates Inc. | 2,905 | $1.08M | 0.52% | −239−7.6% | Reduced |
| Constant Guidance Financial LLC | 2,905 | $1.08M | 0.68% | +262+9.9% | Added |
| Stillwater Private Wealth, LLC | 2,204 | $1.08M | 0.71% | +143+6.9% | Added |
| Driehaus Capital Management LLC | 2,910 | $1.09M | 0.01% | −243−7.7% | Reduced |
| Trinity Wealth Management, LLC | 2,911 | $1.09M | 0.34% | −163−5.3% | Reduced |
| Camarda Financial Advisors, LLC | 2,911 | $1.09M | 0.33% | −6,819−70.1% | Reduced |
| Diesslin Group, Inc. | 2,918 | $1.09M | 0.42% | −22−0.7% | Reduced |
| Koss-Olinger Consulting, LLC | 2,920 | $1.09M | 0.08% | −5,778−66.4% | Reduced |
| Hyposwiss Advisors SA | 2,924 | $1.09M | 1.03% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 2,927 | $1.09M | 0.27% | +2,256+336.2% | Added |
| Horizon Family Wealth, Inc. | 2,927 | $1.09M | 0.50% | +1,207+70.2% | Added |
| Ehrenkranz Partners L.P. | 2,929 | $1.09M | 0.63% | 00.0% | Unchanged |
| Innovative Wealth Building LLC | 2,929 | $1.09M | 0.63% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 2,933 | $1.09M | 0.39% | +403+15.9% | Added |
| Commerce Advisors, LLC | 2,935 | $1.09M | 0.59% | +67+2.3% | Added |
| OMNI 360 Wealth, Inc. | 2,942 | $1.10M | 0.51% | −81−2.7% | Reduced |
| RHS Financial, LLC | 2,950 | $1.10M | 0.44% | −237−7.4% | Reduced |
| Financial Guidance Group, Inc. | 2,952 | $1.10M | 0.41% | 00.0% | Unchanged |
| Vestia Personal Wealth Advisors | 2,962 | $1.11M | 0.43% | +140+5.0% | Added |
| Navigation Group, LLC | 2,963 | $1.11M | 0.21% | +18+0.6% | Added |
| Lexington Hill Partners, LLC | 2,964 | $1.11M | 0.54% | −266−8.2% | Reduced |
| USAdvisors Wealth Management, LLC | 2,970 | $1.11M | 0.32% | −245−7.6% | Reduced |
| WPWealth LLP | 2,992 | $1.12M | 0.17% | +32+1.1% | Added |
| Northland Securities, Inc. | 2,995 | $1.12M | 0.65% | +1,369+84.2% | Added |
| Bear Mountain Capital, Inc. | 2,905 | $1.12M | 0.32% | −47−1.6% | Reduced |
| Birnam Oak Advisors, LP | 3,000 | $1.12M | 0.18% | 00.0% | Unchanged |
| De Lisle Partners LLP | 3,000 | $1.12M | 0.12% | 00.0% | Unchanged |
| One68 Global Capital, LLC | 3,000 | $1.12M | 2.37% | +3,000 | New |
| Kondo Wealth Advisors, Inc. | 2,999 | $1.12M | 0.37% | +177+6.3% | Added |
| Peirce Capital Management, LLC | 3,007 | $1.12M | 0.41% | +122+4.2% | Added |
| TCP Asset Management, LLC | 3,010 | $1.12M | 0.13% | +159+5.6% | Added |
| Peak Financial Management, Inc. | 3,010 | $1.12M | 0.26% | +10.0% | Added |
| Guardian Capital, LLC | 3,011 | $1.12M | 0.92% | −837−21.8% | Reduced |
| HFG Advisors, Inc. | 3,012 | $1.12M | 0.70% | −899−23.0% | Reduced |
| Brown Financial Advisory | 3,014 | $1.12M | 0.47% | −257−7.9% | Reduced |
| Banco BTG Pactual S.A. | 3,022 | $1.13M | 0.15% | +1,426+89.3% | Added |
| Ballew Advisors, Inc | 2,887 | $1.13M | 0.58% | +10+0.3% | Added |
| LGT Financial Advisors LLC | 3,024 | $1.13M | 5.97% | −269−8.2% | Reduced |
| Mach-1 Financial Group, Inc. | 3,031 | $1.13M | 0.44% | −2,766−47.7% | Reduced |
| Thayer Partners, LLC | 3,032 | $1.13M | 0.47% | +347+12.9% | Added |
| BWM Planning, LLC | 3,034 | $1.13M | 0.26% | +626+26.0% | Added |
| Milestones Private Investment Advisors LLC | 3,034 | $1.13M | 0.90% | 00.0% | Unchanged |
| Rexford Capital Inc | 3,036 | $1.13M | 0.69% | +149+5.2% | Added |
| One River Asset Management, LLC | 3,037 | $1.13M | 5.44% | −7,136−70.1% | Reduced |
| Rubicon Advisors, GP | 3,038 | $1.13M | 0.83% | +452+17.5% | Added |
| Bennett Associates Wealth Management | 3,052 | $1.14M | 0.70% | +418+15.9% | Added |
| SwitchPoint Financial Planning, LLC | 3,056 | $1.14M | 0.66% | +219+7.7% | Added |
| Heartland Advisors Inc | 3,060 | $1.14M | 0.05% | −30−1.0% | Reduced |
| Alpha Financial Partners, LLC | 3,073 | $1.15M | 0.60% | −109−3.4% | Reduced |
| Johnson Wealth Management, LLC | 3,076 | $1.15M | 0.49% | +507+19.7% | Added |
| Richmond Investment Services, LLC | 3,077 | $1.15M | 0.36% | −5,132−62.5% | Reduced |
| Lynch Investment Planning, LLC | 3,083 | $1.15M | 0.88% | −49−1.6% | Reduced |
| Lutz Financial Services LLC | 3,084 | $1.15M | 0.07% | −16−0.5% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 2,481 | $1.15M | 0.22% | +506+25.6% | Added |
| Robinson Smith Wealth Advisors LLC | 3,093 | $1.15M | 0.69% | −166−5.1% | Reduced |
| Plum Street Advisors, LLC | 3,094 | $1.15M | 0.37% | +11+0.4% | Added |
| Clark & Stuart, Inc | 3,098 | $1.16M | 0.73% | +42+1.4% | Added |
| Bright Futures Wealth Management, LLC. | 3,100 | $1.16M | 0.75% | +290+10.3% | Added |
| Ceera Investments, LLC | 3,103 | $1.16M | 0.49% | +583+23.1% | Added |
| Parker Financial LLC | 3,109 | $1.16M | 0.42% | −20−0.6% | Reduced |