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 |
|---|---|---|---|---|---|
| MorganRosel Wealth Management, LLC | 3,808 | $1.42M | 0.48% | −334−8.1% | Reduced |
| Brown Wealth Management, LLC | 3,809 | $1.42M | 0.32% | −1,263−24.9% | Reduced |
| Sequent Planning LLC | 3,814 | $1.42M | 0.30% | +81+2.2% | Added |
| Smith Partners Wealth Management, LLC | 3,816 | $1.42M | 1.13% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 3,817 | $1.42M | 0.39% | +21+0.6% | Added |
| Tidemark, LLC | 3,819 | $1.42M | 0.32% | +72+1.9% | Added |
| Flywheel Private Wealth LLC | 3,819 | $1.42M | 0.70% | +509+15.4% | Added |
| Limestone Investment Advisors LP | 3,820 | $1.42M | 0.71% | −26,890−87.6% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 3,820 | $1.42M | 1.14% | −17−0.4% | Reduced |
| Tacita Capital Inc | 3,821 | $1.43M | 0.77% | −40−1.0% | Reduced |
| Muirfield Wealth Advisors LLC | 3,823 | $1.43M | 0.93% | −34−0.9% | Reduced |
| Element Wealth, LLC | 3,828 | $1.43M | 0.54% | −757−16.5% | Reduced |
| FFT Wealth Management LLC | 3,831 | $1.43M | 0.22% | +382+11.1% | Added |
| Benson Wealth Management INC | 3,834 | $1.43M | 1.44% | +885+30.0% | Added |
| Sprucegrove Investment Management Ltd | 3,840 | $1.43M | 0.22% | −320−7.7% | Reduced |
| Geometric Wealth Advisors | 3,847 | $1.44M | 0.16% | −37−1.0% | Reduced |
| Guidance Point Advisors, LLC | 3,847 | $1.44M | 0.30% | +36+0.9% | Added |
| Watershed Private Wealth LLC | 3,851 | $1.44M | 0.40% | −2,011−34.3% | Reduced |
| Towerpoint Wealth, LLC | 3,858 | $1.44M | 0.50% | +173+4.7% | Added |
| QP Wealth Management, LLC | 3,860 | $1.44M | 2.05% | +441+12.9% | Added |
| Silver Oak Advisory Group, Inc. | 3,861 | $1.44M | 0.57% | −22−0.6% | Reduced |
| Artesa Financial Group, LLC | 3,864 | $1.44M | 1.23% | −96−2.4% | Reduced |
| WealthSpring Partners, LLC | 3,865 | $1.44M | 1.24% | −31−0.8% | Reduced |
| Tillman Hartley LLC | 3,867 | $1.44M | 0.32% | −236−5.8% | Reduced |
| Lane Brothers & Co Inc | 3,868 | $1.44M | 0.94% | −36−0.9% | Reduced |
| Tenon Financial LLC | 3,869 | $1.44M | 0.46% | −268−6.5% | Reduced |
| Eq Wealth Advisors, LLC | 3,873 | $1.44M | 0.79% | −20−0.5% | Reduced |
| Veridan Wealth LLC | 3,875 | $1.45M | 0.50% | −61−1.5% | Reduced |
| Echo45 Advisors LLC | 3,884 | $1.45M | 0.75% | −930−19.3% | Reduced |
| Columbia River Financial Group, LLC | 3,884 | $1.45M | 0.78% | −76−1.9% | Reduced |
| OmniStar Financial Group, Inc. | 3,884 | $1.45M | 0.67% | +495+14.6% | Added |
| Rebalance, LLC | 3,886 | $1.45M | 0.08% | +69+1.8% | Added |
| Walker Financial Services, Inc. | 3,892 | $1.45M | 0.45% | −643−14.2% | Reduced |
| 25 LLC | 3,894 | $1.45M | 0.40% | +373+10.6% | Added |
| Visionary Horizons, LLC | 3,898 | $1.45M | 0.61% | −522−11.8% | Reduced |
| PenderFund Capital Management Ltd. | 3,900 | $1.45M | 0.19% | +1,600+69.6% | Added |
| Barnes Wealth Management Group, Inc | 3,905 | $1.46M | 0.67% | +347+9.8% | Added |
| Trinity Financial Advisors LLC | 3,909 | $1.46M | 0.37% | −56−1.4% | Reduced |
| Wetzel Investment Advisors, Inc. | 3,910 | $1.46M | 0.51% | −118−2.9% | Reduced |
| ASL Financial, LLC | 3,910 | $1.46M | 1.03% | 00.0% | Unchanged |
| Alpha Zero LLC | 3,638 | $1.46M | 0.55% | −161−4.2% | Reduced |
| Fulcrum Equity Management | 3,916 | $1.46M | 1.18% | +597+18.0% | Added |
| Calder Financial LLC | 3,922 | $1.46M | 1.38% | −54−1.4% | Reduced |
| American Financial Advisors, LLC | 3,930 | $1.47M | 0.18% | −237−5.7% | Reduced |
| Evolutionary Tree Capital Management, LLC | 3,939 | $1.47M | 2.77% | −2,905−42.4% | Reduced |
| Praxis Capital Management LLC | 3,940 | $1.47M | 2.33% | +2,433+161.4% | Added |
| Turning Point Benefit Group, Inc. | 3,917 | $1.47M | 0.63% | +158+4.2% | Added |
| Battery Global Advisors, LLC | 3,944 | $1.47M | 0.74% | +3+0.1% | Added |
| Tucker Asset Management LLC | 3,946 | $1.47M | 0.36% | +257+7.0% | Added |
| Able Wealth Management LLC | 4,041 | $1.47M | 0.34% | +531+15.1% | Added |
| Wallace Capital Management Inc. | 3,954 | $1.47M | 0.16% | +577+17.1% | Added |
| Astra Wealth Partners LLC | 3,957 | $1.48M | 0.82% | +252+6.8% | Added |
| Hurlow Wealth Management Group, Inc. | 3,963 | $1.48M | 0.31% | +133+3.5% | Added |
| JBR Co Financial Management Inc | 3,967 | $1.48M | 0.54% | +223+6.0% | Added |
| Madson Wealth Advisors Inc | 3,968 | $1.48M | 1.01% | +267+7.2% | Added |
| Lotus Asset Management LLC | 3,968 | $1.48M | 1.31% | +3,968 | New |
| Financial Network Wealth Advisors LLC | 3,976 | $1.48M | 1.51% | +118+3.1% | Added |
| Grey Fox Wealth Advisors, LLC | 3,983 | $1.49M | 0.23% | +1,465+58.2% | Added |
| Advisory Advocates, LLC | 3,984 | $1.49M | 1.27% | −119−2.9% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,987 | $1.49M | 0.40% | −2,919−42.3% | Reduced |
| Gentry Private Wealth, LLC | 3,990 | $1.49M | 0.77% | +141+3.7% | Added |
| ACT Advisors, LLC. | 3,999 | $1.49M | 0.50% | −332−7.7% | Reduced |
| Miura Global Management, LLC | 4,000 | $1.49M | 5.92% | −6,000−60.0% | Reduced |
| First Wilshire Securities Management Inc | 4,000 | $1.49M | 0.31% | 00.0% | Unchanged |
| Range Financial Group LLC | 4,005 | $1.49M | 0.41% | +103+2.6% | Added |
| J.M. Arbour, LLC | 4,015 | $1.50M | 1.29% | +584+17.0% | Added |
| Kuhn & Co Investment Counsel | 4,032 | $1.50M | 0.87% | +193+5.0% | Added |
| NBZ Investment Advisors LLC | 4,037 | $1.51M | 0.59% | +91+2.3% | Added |
| WESPAC Advisors, LLC | 4,038 | $1.51M | 0.73% | −352−8.0% | Reduced |
| Dale Q Rice Investment Management Ltd | 4,042 | $1.51M | 0.82% | +48+1.2% | Added |
| New Vernon Investment Management LLC | 4,042 | $1.51M | 1.85% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 4,049 | $1.51M | 0.43% | +562+16.1% | Added |
| Hartmann Taylor Wealth Management, LLC | 4,082 | $1.51M | 1.00% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 4,063 | $1.52M | 0.70% | +311+8.3% | Added |
| Saxony Capital Management, LLC | 4,065 | $1.52M | 0.69% | +146+3.7% | Added |
| Crane Advisory, LLC | 3,782 | $1.52M | 0.22% | −20−0.5% | Reduced |
| Cairn Investment Group, Inc. | 4,070 | $1.52M | 0.67% | +1,300+46.9% | Added |
| Spring Capital Management, LLC | 4,071 | $1.52M | 0.74% | −12−0.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4,071 | $1.52M | 0.15% | −7−0.2% | Reduced |
| RVW Wealth, LLC | 4,073 | $1.52M | 0.10% | −860−17.4% | Reduced |
| BankChampaign, National Association | 4,073 | $1.52M | 1.17% | +226+5.9% | Added |
| Cresta Advisors, Ltd. | 4,079 | $1.52M | 0.55% | −46−1.1% | Reduced |
| Phocas Financial Corp. | 4,080 | $1.52M | 0.21% | 00.0% | Unchanged |
| AllGen Financial Advisors, Inc. | 4,083 | $1.52M | 0.33% | −573−12.3% | Reduced |
| Global Trust Wealth Management LLC | 4,089 | $1.53M | 1.05% | +232+6.0% | Added |
| Xcel Wealth Management, LLC | 4,090 | $1.53M | 0.36% | −901−18.1% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 4,097 | $1.53M | 0.77% | +120+3.0% | Added |
| Wealthgarden F.S. LLC | 4,097 | $1.53M | 0.87% | +777+23.4% | Added |
| Wealth Watch Advisors, INC | 4,102 | $1.53M | 0.50% | +524+14.6% | Added |
| Carolina Wealth Management Inc | 4,103 | $1.53M | 0.70% | +4,103 | New |
| Vantage Point Financial LLC | 4,105 | $1.53M | 0.47% | −142−3.3% | Reduced |
| RMR Capital Management, LLC | 4,107 | $1.53M | 1.05% | 00.0% | Unchanged |
| OFS Enterprise LLC | 4,114 | $1.53M | 0.39% | −85−2.0% | Reduced |
| Wheelhouse Advisory Group LLC | 4,115 | $1.53M | 0.43% | +97+2.4% | Added |
| Custos Family Office, LLC | 4,116 | $1.54M | 0.92% | +117+2.9% | Added |
| KilterHowling LLC | 4,117 | $1.54M | 0.69% | +416+11.2% | Added |
| Capstone Wealth Management, LLC | 4,120 | $1.54M | 0.71% | +1,581+62.3% | Added |
| Maimon Wealth Management Ltd. | 4,120 | $1.54M | 1.18% | +214+5.5% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,122 | $1.54M | 0.61% | −4−0.1% | Reduced |
| Groesbeck Investment Management Corp | 4,127 | $1.54M | 2.45% | 00.0% | Unchanged |