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 |
|---|---|---|---|---|---|
| Lionsbridge Wealth Management LLC | 3,409 | $1.27M | 1.25% | −169−4.7% | Reduced |
| Unify Financial Advisors | 3,419 | $1.28M | 1.18% | +77+2.3% | Added |
| Aegis Wealth Management LLC | 3,422 | $1.28M | 0.60% | +3,422 | New |
| Kooman & Associates | 3,424 | $1.28M | 0.34% | −73−2.1% | Reduced |
| Bruce G. Allen Investments, LLC | 3,425 | $1.28M | 0.81% | +2,047+148.5% | Added |
| Sprinkle Financial Consultants LLC | 3,431 | $1.28M | 0.50% | +119+3.6% | Added |
| Turner Financial Group, Inc. | 3,438 | $1.28M | 1.28% | +3,438 | New |
| Client First Investment Management LLC | 3,445 | $1.29M | 0.54% | −550−13.8% | Reduced |
| Lionshead Wealth Management, LLC | 3,445 | $1.29M | 0.83% | +178+5.4% | Added |
| Michels Family Financial, LLC | 3,448 | $1.29M | 0.82% | +292+9.3% | Added |
| Buckland Partners Management Co LLC | 3,450 | $1.29M | 0.63% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3,454 | $1.29M | 0.47% | +653+23.3% | Added |
| Alpha Advisors, LLC | 3,460 | $1.29M | 0.97% | −9−0.3% | Reduced |
| Ironwood Investment Management LLC | 3,461 | $1.29M | 0.45% | −505−12.7% | Reduced |
| Rodgers & Associates, LTD | 3,465 | $1.29M | 0.12% | −144−4.0% | Reduced |
| Brooktree Capital Management | 3,468 | $1.29M | 0.84% | +5+0.1% | Added |
| Arcus Capital Partners, LLC | 3,471 | $1.29M | 0.54% | −322−8.5% | Reduced |
| JMG Financial Group, Ltd. | 3,483 | $1.30M | 0.03% | −86−2.4% | Reduced |
| Evolution Wealth Management Inc. | 3,484 | $1.30M | 0.76% | +117+3.5% | Added |
| Nova R Wealth, Inc. | 3,485 | $1.30M | 0.38% | +197+6.0% | Added |
| Stewardship Advisors, LLC | 3,486 | $1.30M | 0.27% | +240+7.4% | Added |
| Christensen, King & Associates Investment Services, Inc. | 3,495 | $1.30M | 0.52% | 00.0% | Unchanged |
| Ridgepath Capital Management LLC | 3,498 | $1.30M | 0.58% | −96−2.7% | Reduced |
| Clark Wealth Partners | 3,504 | $1.31M | 0.74% | +1,968+128.1% | Added |
| Ogorek Anthony Joseph | 3,506 | $1.31M | 0.32% | −71−2.0% | Reduced |
| Bryant Woods Investment Advisors, LLC | 3,504 | $1.31M | 0.36% | +16+0.5% | Added |
| Sharp Financial Services, LLC | 3,513 | $1.31M | 0.61% | +366+11.6% | Added |
| Asempa Wealth Advisors | 3,517 | $1.31M | 1.00% | +2+0.1% | Added |
| Clarity Wealth Development LLC | 3,527 | $1.32M | 0.73% | −3−0.1% | Reduced |
| Alpine Global Management, LLC | 3,528 | $1.32M | 0.22% | −17,031−82.8% | Reduced |
| North Capital, Inc. | 3,538 | $1.32M | 1.00% | +39+1.1% | Added |
| Entelevest, LLC | 3,543 | $1.32M | 1.16% | +142+4.2% | Added |
| Elevated Financial Group LLC | 3,544 | $1.32M | 0.37% | −53−1.5% | Reduced |
| TSA Wealth Managment LLC | 3,546 | $1.32M | 0.37% | +925+35.3% | Added |
| Osbon Capital Management LLC | 3,550 | $1.32M | 1.04% | −50−1.4% | Reduced |
| Real Talk Capital, LLC | 3,550 | $1.32M | 0.99% | +254+7.7% | Added |
| Urban Wealth Management, LLC | 3,556 | $1.33M | 1.16% | −943−21.0% | Reduced |
| LifePlan Investment Advisors, Inc. | 3,557 | $1.33M | 0.46% | +220+6.6% | Added |
| Tandem Wealth Advisors LLC | 3,563 | $1.33M | 0.53% | +209+6.2% | Added |
| Blue Jean Financial LLC | 3,571 | $1.33M | 0.93% | −5,567−60.9% | Reduced |
| Blossom Wealth Management | 3,572 | $1.33M | 1.88% | −37−1.0% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,584 | $1.34M | 0.01% | +40+1.1% | Added |
| Silver Coast Investments LLC | 3,587 | $1.34M | 0.40% | +88+2.5% | Added |
| Presilium Private Wealth, LLC | 3,594 | $1.34M | 0.21% | +48+1.4% | Added |
| Grove Street Fiduciary, LLC | 3,595 | $1.34M | 0.57% | −10−0.3% | Reduced |
| Pingora Partners LLC | 3,598 | $1.34M | 0.78% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 3,599 | $1.34M | 0.64% | −200−5.3% | Reduced |
| MBE Wealth Management, LLC | 3,600 | $1.34M | 0.47% | +220+6.5% | Added |
| Cooper Investors Pty Ltd | 3,602 | $1.34M | 0.62% | −8,469−70.2% | Reduced |
| Croban | 3,603 | $1.34M | 0.59% | +8+0.2% | Added |
| Lifestyle Asset Management, Inc. | 3,609 | $1.35M | 0.36% | −127−3.4% | Reduced |
| Gross & Hartman Investments LLC | 3,610 | $1.35M | 0.59% | −76−2.1% | Reduced |
| Opus Capital Group, LLC | 3,610 | $1.35M | 0.13% | +35+1.0% | Added |
| Strategic Equity Management | 3,619 | $1.35M | 0.45% | 00.0% | Unchanged |
| Integrated Capital Management, LLC | 3,622 | $1.35M | 0.49% | −369−9.2% | Reduced |
| ODonnell Financial Services, LLC | 3,639 | $1.36M | 0.40% | +496+15.8% | Added |
| Numerai GP LLC | 3,641 | $1.36M | 0.11% | +505+16.1% | Added |
| Paladin Partners, LLC | 3,648 | $1.36M | 0.90% | +132+3.8% | Added |
| BHK Investment Advisors, LLC | 3,652 | $1.36M | 0.41% | −614−14.4% | Reduced |
| Gaddis Premier Wealth Advisors LLC | 3,655 | $1.36M | 0.83% | +102+2.9% | Added |
| Compass Wealth Management, LLC | 3,661 | $1.37M | 0.54% | +5+0.1% | Added |
| Defender Capital, LLC. | 3,662 | $1.37M | 0.44% | +810+28.4% | Added |
| Hanover Advisors Inc | 3,662 | $1.37M | 0.49% | +7+0.2% | Added |
| Cyr Financial Inc. | 3,665 | $1.37M | 0.71% | +359+10.9% | Added |
| 1015 Capital Partners, LLC | 3,671 | $1.37M | 1.15% | +27+0.7% | Added |
| Planning Strategies Inc. | 3,676 | $1.37M | 0.86% | +3,676 | New |
| Integrity Investment Advisors, LLC | 3,681 | $1.37M | 0.60% | −275−7.0% | Reduced |
| Systematic Financial Management LP | 3,685 | $1.37M | 0.03% | 00.0% | Unchanged |
| Value Investment Professionals, LLC | 3,690 | $1.38M | 1.16% | +4+0.1% | Added |
| Shah Wealth Advisors, LLC | 3,692 | $1.38M | 0.32% | +3,692 | New |
| Avant Financial Advisors LLC | 3,693 | $1.38M | 0.86% | +33+0.9% | Added |
| Eaton-Cambridge Inc. | 3,694 | $1.38M | 0.39% | +346+10.3% | Added |
| Global Wealth Strategies & Associates | 3,694 | $1.38M | 0.26% | +40+1.1% | Added |
| Concorde Asset Management, LLC | 3,698 | $1.38M | 0.80% | +133+3.7% | Added |
| Kickstand Ventures, LLC. | 3,698 | $1.38M | 0.25% | +343+10.2% | Added |
| Gibson Capital, LLC | 3,710 | $1.38M | 0.23% | +61+1.7% | Added |
| Gabelli & Co Investment Advisers, Inc. | 3,710 | $1.38M | 0.20% | +200+5.7% | Added |
| Paladin Advisory Group, LLC | 3,719 | $1.39M | 0.92% | 00.0% | Unchanged |
| Windsor Advisory Group, LLC | 3,728 | $1.39M | 1.01% | +1,828+96.2% | Added |
| Santori & Peters | 3,728 | $1.39M | 0.39% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 3,732 | $1.39M | 0.33% | +77+2.1% | Added |
| Horizon Bancorp Inc | 3,734 | $1.39M | 0.65% | −109−2.8% | Reduced |
| BlueStem Wealth Partners, LLC | 3,736 | $1.39M | 0.14% | +8+0.2% | Added |
| Avise Financial Cooperative, Inc. | 3,743 | $1.40M | 0.99% | +248+7.1% | Added |
| Larry Mathis Financial Planning, LLC | 3,746 | $1.40M | 1.06% | −375−9.1% | Reduced |
| Livet Wealth, LLC | 3,749 | $1.40M | 0.81% | +101+2.8% | Added |
| Bayshore Asset Management, LLC | 3,749 | $1.40M | 0.50% | +355+10.5% | Added |
| Addison Advisors LLC | 3,749 | $1.40M | 0.66% | −12,514−76.9% | Reduced |
| Intelligent Financial Strategies | 3,751 | $1.40M | 0.67% | −32−0.8% | Reduced |
| Tower Wealth Partners, Inc. | 3,751 | $1.40M | 0.69% | +58+1.6% | Added |
| Argus Investors' Counsel, Inc. | 3,761 | $1.40M | 1.08% | −17−0.4% | Reduced |
| Baer Investment Advisory LLC | 3,660 | $1.41M | 1.71% | +14+0.4% | Added |
| AAFCPAs Wealth Management, LLC | 3,776 | $1.41M | 0.52% | +48+1.3% | Added |
| Hudson Portfolio Management LLC | 3,789 | $1.41M | 1.07% | +745+24.5% | Added |
| Alliance Private Wealth, LLC | 3,791 | $1.41M | 0.49% | −110−2.8% | Reduced |
| Capital Investment Management, Inc. | 3,791 | $1.41M | 0.43% | −1,150−23.3% | Reduced |
| IFS Group,LLC | 3,793 | $1.41M | 1.94% | −696−15.5% | Reduced |
| Madrid Wealth Management, LLC | 3,805 | $1.42M | 0.93% | −6,984−64.7% | Reduced |
| Quaker Wealth Management, LLC | 3,807 | $1.42M | 0.41% | +597+18.6% | Added |
| J. Team Financial, Inc. | 3,806 | $1.42M | 1.38% | +81+2.2% | Added |