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 |
|---|---|---|---|---|---|
| Fiscal Wisdom Wealth Management, LLC | 3,113 | $1.16M | 0.98% | +254+8.9% | Added |
| LiftPoint Family Wealth Advisors LLC | 3,133 | $1.17M | 0.79% | +1,140+57.2% | Added |
| Welch Capital Partners LLC | 3,137 | $1.17M | 0.23% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 3,137 | $1.17M | 0.79% | +223+7.7% | Added |
| Leslie Global Wealth, LLC | 3,138 | $1.17M | 0.46% | +88+2.9% | Added |
| Vanguard Capital Wealth Advisors | 3,139 | $1.17M | 0.79% | +218+7.5% | Added |
| PMG Wealth Management, Inc. | 3,141 | $1.17M | 0.72% | −3−0.1% | Reduced |
| Optima Capital LLC | 3,148 | $1.17M | 0.46% | +179+6.0% | Added |
| Flower City Capital | 3,149 | $1.17M | 0.52% | −79−2.4% | Reduced |
| Alexis Investment Partners, LLC | 3,190 | $1.18M | 0.69% | +112+3.6% | Added |
| Insight 2811, Inc. | 3,159 | $1.18M | 0.48% | +51+1.6% | Added |
| WJ Wealth Management, LLC | 3,161 | $1.18M | 0.47% | −483−13.3% | Reduced |
| Schuylkill Financial LLC | 3,165 | $1.18M | 1.09% | +3,165 | New |
| Golden Road Advisors LLC | 3,166 | $1.18M | 0.57% | +239+8.2% | Added |
| Signature Resources Capital Management, LLC | 3,170 | $1.18M | 0.47% | +412+14.9% | Added |
| Tanglewood Legacy Advisors, LLC | 3,171 | $1.18M | 0.38% | −69−2.1% | Reduced |
| Dakota Community Bank & Trust NA | 3,174 | $1.18M | 3.67% | +35+1.1% | Added |
| Seneca Financial Advisors LLC | 3,180 | $1.19M | 0.31% | −4−0.1% | Reduced |
| Persium Advisors, LLC | 3,182 | $1.19M | 0.77% | −30−0.9% | Reduced |
| Morris Financial Concepts, Inc. | 3,190 | $1.19M | 0.36% | +51+1.6% | Added |
| Bay Capital Advisors, LLC | 3,191 | $1.19M | 0.64% | +12+0.4% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 3,194 | $1.19M | 0.20% | +19+0.6% | Added |
| Armbruster Capital Management, Inc. | 3,201 | $1.19M | 0.18% | −28−0.9% | Reduced |
| H&H Retirement Design & Management INC | 3,059 | $1.19M | 0.56% | −439−12.6% | Reduced |
| Aventus Investment Advisors, Inc. | 3,213 | $1.20M | 0.88% | +973+43.4% | Added |
| Warner Financial, Inc | 3,213 | $1.20M | 0.35% | +13+0.4% | Added |
| Diker Management LLC | 3,218 | $1.20M | 0.92% | −45−1.4% | Reduced |
| Pinnacle Wealth Management, LLC | 3,226 | $1.20M | 0.75% | −691−17.6% | Reduced |
| Maseco LLP | 3,231 | $1.20M | 0.03% | +116+3.7% | Added |
| Conservest Capital Advisors, Inc. | 3,230 | $1.21M | 0.10% | +402+14.2% | Added |
| Planning Directions Inc | 3,232 | $1.21M | 0.56% | −219−6.3% | Reduced |
| Granite FO LLC | 3,232 | $1.21M | 0.64% | 00.0% | Unchanged |
| Altar Rock LLC | 3,234 | $1.21M | 1.76% | −1,412−30.4% | Reduced |
| Seven Springs Wealth Group, LLC | 3,239 | $1.21M | 0.26% | +65+2.0% | Added |
| Intergy Private Wealth, LLC | 3,241 | $1.21M | 0.28% | +539+19.9% | Added |
| 3 Factor Indexing, LLC | 3,243 | $1.21M | 1.02% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 3,243 | $1.21M | 0.68% | −2,509−43.6% | Reduced |
| Ackerman Capital Advisors, LLC | 3,247 | $1.21M | 0.24% | +49+1.5% | Added |
| Dean Investment Associates, LLC | 3,247 | $1.21M | 0.16% | +614+23.3% | Added |
| Forthright Family Wealth Advisory LLC | 3,249 | $1.21M | 0.69% | +253+8.4% | Added |
| Parkway Wealth Management Group, LLC | 3,250 | $1.21M | 0.14% | −153−4.5% | Reduced |
| Corient IA LLC | 3,250 | $1.21M | 1.12% | +1,020+45.7% | Added |
| Zeit Capital LLC | 3,252 | $1.21M | 0.73% | −65−2.0% | Reduced |
| Austin Asset Management Co Inc | 3,253 | $1.21M | 0.17% | −125−3.7% | Reduced |
| McClarren Financial Advisors, Inc. | 3,254 | $1.21M | 0.63% | +10.0% | Added |
| Provident Living Financial Services, Inc. | 3,255 | $1.21M | 1.20% | +545+20.1% | Added |
| Vision Financial Markets LLC | 3,224 | $1.21M | 1.05% | 00.0% | Unchanged |
| Penobscot Wealth Management | 3,256 | $1.21M | 0.32% | +454+16.2% | Added |
| Colorado Capital Management, Inc. | 3,261 | $1.22M | 0.41% | −714−18.0% | Reduced |
| Clearview Wealth Management LLC | 3,267 | $1.22M | 0.78% | +8+0.2% | Added |
| Hardin Capital Partners, LLC | 3,289 | $1.22M | 0.57% | −816−19.9% | Reduced |
| Navis Wealth Advisors, LLC | 3,274 | $1.22M | 0.46% | −15−0.5% | Reduced |
| Cambridge Financial Group, LLC | 3,275 | $1.22M | 0.38% | −67−2.0% | Reduced |
| James Reed Financial Services, Inc. | 3,275 | $1.22M | 0.93% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,276 | $1.22M | 0.33% | +10.0% | Added |
| Good Steward Wealth Advisors,LLC | 3,277 | $1.22M | 0.74% | −131−3.8% | Reduced |
| J. Goldman & Co LP | 3,278 | $1.22M | 0.04% | −8,221−71.5% | Reduced |
| Arbor Wealth Advisors LLC | 3,278 | $1.22M | 0.75% | +115+3.6% | Added |
| Portland Investment Counsel Inc. | 3,279 | $1.22M | 0.34% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 3,280 | $1.22M | 0.15% | +236+7.8% | Added |
| Spectrum Investment Advisors, Inc. | 3,282 | $1.22M | 0.50% | +1,570+91.7% | Added |
| Agur Provident & Training Funds Management Ltd | 34,862 | $1.23M | 6.63% | +34,862 | New |
| Aufman Associates Inc | 3,287 | $1.23M | 0.49% | −10.0% | Reduced |
| Clear Investment Research, LLC | 3,290 | $1.23M | 1.91% | +44+1.4% | Added |
| G2 Capital Management, LLC | 3,293 | $1.23M | 0.27% | −38−1.1% | Reduced |
| Retirement Planning Group, LLC | 3,293 | $1.23M | 0.67% | +379+13.0% | Added |
| Keb Asset Management, LLC | 3,297 | $1.23M | 0.20% | +56+1.7% | Added |
| Dorato Capital Management | 3,197 | $1.23M | 0.83% | +111+3.6% | Added |
| Sharper & Granite LLC | 3,301 | $1.23M | 0.38% | +886+36.7% | Added |
| Holland Advisory Services, Inc. | 3,302 | $1.23M | 1.36% | −20−0.6% | Reduced |
| Bonfire Financial | 3,305 | $1.23M | 0.79% | +23+0.7% | Added |
| SFG Wealth Management, LLC. | 3,307 | $1.23M | 0.44% | −71−2.1% | Reduced |
| Sightline Wealth Advisors, LLC | 3,308 | $1.23M | 0.45% | +50+1.5% | Added |
| REDW Wealth LLC | 3,308 | $1.23M | 0.44% | +192+6.2% | Added |
| BostonPremier Wealth LLC | 3,308 | $1.23M | 0.52% | +410+14.1% | Added |
| Kaufman Rossin Wealth, LLC | 3,216 | $1.24M | 0.59% | +175+5.8% | Added |
| Brogan Financial, Inc. | 3,320 | $1.24M | 0.50% | +137+4.3% | Added |
| SMART Wealth LLC | 3,327 | $1.24M | 0.27% | −759−18.6% | Reduced |
| Chatterton & Associates Inc. | 3,229 | $1.24M | 0.73% | −733−18.5% | Reduced |
| Slocum, Gordon & Co LLP | 3,329 | $1.24M | 0.82% | +104+3.2% | Added |
| Burkett Asset Management Ltd | 3,330 | $1.24M | 1.16% | +302+10.0% | Added |
| Godfrey Financial Associates, Inc. | 3,337 | $1.24M | 0.95% | −589−15.0% | Reduced |
| Williams & Novak, LLC | 3,337 | $1.24M | 0.83% | −165−4.7% | Reduced |
| Wealth Forward, LLC | 3,338 | $1.25M | 0.62% | +85+2.6% | Added |
| Kendall Capital Management | 3,350 | $1.25M | 0.21% | −148−4.2% | Reduced |
| Woodward Financial Advisors, Inc. | 3,356 | $1.25M | 0.42% | +3,356 | New |
| Benchmark Financial, LLC | 3,357 | $1.25M | 1.02% | −101−2.9% | Reduced |
| Sage Investment Advisers LLC | 3,357 | $1.25M | 0.84% | +103+3.2% | Added |
| Richwood Investment Advisors, LLC | 3,359 | $1.25M | 0.88% | +15+0.4% | Added |
| Wakefield Asset Management LLLP | 3,359 | $1.25M | 0.28% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 3,359 | $1.25M | 0.55% | +247+7.9% | Added |
| Beckerman Institutional, LLC | 3,368 | $1.26M | 0.60% | +117+3.6% | Added |
| McGowan Group Asset Management, Inc. | 3,371 | $1.26M | 0.15% | −177−5.0% | Reduced |
| Michael Brady & Co., LLC | 3,382 | $1.26M | 1.11% | −99−2.8% | Reduced |
| Edgewood Management LLC | 3,394 | $1.27M | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 3,394 | $1.27M | 0.00% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 3,396 | $1.27M | 0.92% | −19−0.6% | Reduced |
| OneAscent Wealth Management LLC | 3,404 | $1.27M | 0.38% | −13−0.4% | Reduced |
| Magnolia Wealth Management, LLC | 3,405 | $1.27M | 0.66% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 3,406 | $1.27M | 0.48% | 00.0% | Unchanged |