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; 6,248 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
- 6,248
- +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
- 2,447 more reduced
84 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 | 6,248 | $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 |
|---|---|---|---|---|---|
| Abound Financial, LLC | 4,133 | $1.54M | 0.61% | −152−3.5% | Reduced |
| Highland Investment Advisors LLC | 4,135 | $1.54M | 0.67% | +4,135 | New |
| Defined Wealth Management, LLC | 4,139 | $1.54M | 0.79% | −70−1.7% | Reduced |
| Split Rock Private Trading & Wealth Management, LLC | 4,145 | $1.55M | 1.06% | +557+15.5% | Added |
| Kingsman Wealth Management, Inc. | 4,147 | $1.55M | 0.72% | +83+2.0% | Added |
| Marotta Asset Management | 4,030 | $1.55M | 0.26% | +47+1.2% | Added |
| Readystate Asset Management LP | 4,153 | $1.55M | 0.06% | −22,978−84.7% | Reduced |
| Dougherty Wealth Advisers LLC | 4,158 | $1.55M | 0.85% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 4,169 | $1.56M | 0.49% | −1,865−30.9% | Reduced |
| Ofc Financial Planning, LLC | 4,169 | $1.56M | 1.38% | +467+12.6% | Added |
| Sonoma Allocations LLC | 4,040 | $1.56M | 0.66% | −195−4.6% | Reduced |
| Brand Asset Management Group, Inc. | 4,182 | $1.56M | 0.34% | +109+2.7% | Added |
| Ridgeline Wealth, LLC | 4,192 | $1.56M | 0.91% | +3,420+443.0% | Added |
| Navigate Wealth Management, LLC | 3,975 | $1.57M | 0.97% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 4,200 | $1.57M | 1.79% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 4,207 | $1.57M | 0.58% | +87+2.1% | Added |
| Clune & Associates, Ltd. | 4,208 | $1.57M | 0.24% | −840−16.6% | Reduced |
| Prakash Investment Advisors LLC | 4,213 | $1.57M | 0.97% | −2,330−35.6% | Reduced |
| NerdWallet Wealth Partners, LLC | 4,215 | $1.57M | 0.54% | +25+0.6% | Added |
| Mountain Capital Investment Advisors, Inc | 4,219 | $1.57M | 0.22% | +224+5.6% | Added |
| Glass Jacobson Investment Advisors llc | 4,220 | $1.57M | 0.49% | −47−1.1% | Reduced |
| CAP Partners, LLC | 4,221 | $1.57M | 0.77% | −20.0% | Reduced |
| Hobbs Group Advisors, LLC | 4,222 | $1.57M | 0.41% | −25−0.6% | Reduced |
| Coign Capital Advisors LLC | 4,225 | $1.58M | 0.71% | −16−0.4% | Reduced |
| WBI Investments | 4,227 | $1.58M | 0.39% | −738−14.9% | Reduced |
| CogentBlue Wealth Advisors, LLC | 4,239 | $1.58M | 0.91% | +99+2.4% | Added |
| New England Asset Management Inc | 4,240 | $1.58M | 0.18% | +40+1.0% | Added |
| Virtus Investment Advisers, Inc. | 4,243 | $1.58M | 0.37% | +295+7.5% | Added |
| Entrust Financial LLC | 4,248 | $1.58M | 1.03% | −172−3.9% | Reduced |
| Clarion Wealth Managment Partners, LLC | 4,249 | $1.59M | 1.28% | −127−2.9% | Reduced |
| Provident Co of the Employees of the Hebrew University LTD | 4,250 | $1.59M | 1.21% | +4,250 | New |
| Oxford Wealth Group, LLC | 4,252 | $1.59M | 0.71% | +251+6.3% | Added |
| Ninepoint Partners LP | 4,256 | $1.59M | 0.14% | −445−9.5% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 4,258 | $1.59M | 1.36% | +2,535+147.1% | Added |
| Oregon Pacific Wealth Management, LLC | 4,262 | $1.59M | 1.49% | +19+0.4% | Added |
| Strategic Financial Partners, Ltd. | 4,264 | $1.59M | 0.60% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 4,265 | $1.59M | 0.84% | 00.0% | Unchanged |
| Box Hill Private Wealth LLC | 4,272 | $1.59M | 1.28% | +21+0.5% | Added |
| Holistic Financial Partners | 4,272 | $1.59M | 0.97% | −1,952−31.4% | Reduced |
| Gerber, LLC | 4,273 | $1.59M | 0.75% | +10+0.2% | Added |
| Brave Warrior Advisors, LLC | 4,275 | $1.59M | 0.03% | +2,250+111.1% | Added |
| Castleview Partners, LLC | 4,280 | $1.60M | 0.70% | +266+6.6% | Added |
| Oakwell Private Wealth Management, LLC | 4,283 | $1.60M | 0.26% | −3,363−44.0% | Reduced |
| Tenzing Financial LLC | 4,142 | $1.60M | 1.10% | −118−2.8% | Reduced |
| Pursuit Wealth Strategies, LLC | 4,296 | $1.60M | 2.08% | +390+10.0% | Added |
| Momentous Wealth Management, Inc. | 4,298 | $1.60M | 0.82% | −200−4.4% | Reduced |
| Decker Retirement Planning Inc. | 4,298 | $1.60M | 0.55% | −2,550−37.2% | Reduced |
| Integras Partners LLC | 4,299 | $1.60M | 0.88% | +286+7.1% | Added |
| Kearns & Associates LLC | 4,305 | $1.61M | 0.75% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 4,306 | $1.61M | 0.34% | −331−7.1% | Reduced |
| Wealth Advisors Northwest LLC | 4,311 | $1.61M | 0.55% | +1,667+63.0% | Added |
| Integrity Wealth Solutions LLC | 4,318 | $1.61M | 0.60% | +88+2.1% | Added |
| Gray Private Wealth, LLC | 4,323 | $1.61M | 0.70% | +103+2.4% | Added |
| Kassira Wealth Management LLC | 4,328 | $1.61M | 1.30% | +1,132+35.4% | Added |
| Valued Retirements, Inc. | 4,331 | $1.62M | 1.45% | −5−0.1% | Reduced |
| Barden Capital Management, Inc. | 4,351 | $1.62M | 1.50% | −1,622−27.2% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 4,358 | $1.63M | 0.25% | +7+0.2% | Added |
| Independence Wealth Advisors, LLC | 4,360 | $1.63M | 0.82% | +109+2.6% | Added |
| Redwood Financial Network Corp | 4,360 | $1.63M | 0.90% | −121−2.7% | Reduced |
| Horizon Financial Services, LLC | 4,360 | $1.63M | 0.62% | +638+17.1% | Added |
| Wealthcare Capital Partners, LLC | 4,364 | $1.63M | 0.67% | −443−9.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 4,365 | $1.63M | 0.01% | +160+3.8% | Added |
| Family Legacy Financial Solutions, LLC | 4,368 | $1.63M | 0.99% | +241+5.8% | Added |
| Blue Water Asset Management | 4,378 | $1.63M | 0.53% | +53+1.2% | Added |
| Drum Hill Capital, LLC | 4,380 | $1.63M | 1.67% | −25−0.6% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 4,386 | $1.64M | 1.38% | −26−0.6% | Reduced |
| KMT Wealth Management, LLC | 4,386 | $1.64M | 1.38% | +2,902+195.6% | Added |
| North Forty Two & Co. | 4,386 | $1.64M | 1.39% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 4,287 | $1.64M | 0.49% | +516+13.7% | Added |
| Serenity Investment Advisors | 3,402 | $1.64M | 0.70% | +595+21.2% | Added |
| Palatine Hill Wealth Management, LLC | 4,390 | $1.64M | 1.32% | −196−4.3% | Reduced |
| Rock Point Advisors, LLC | 4,397 | $1.64M | 0.40% | 00.0% | Unchanged |
| WealthCare Asset Management, LLC | 4,402 | $1.64M | 0.69% | +1,866+73.6% | Added |
| Winebrenner Capital Management LLC | 4,404 | $1.64M | 1.00% | +475+12.1% | Added |
| Lifelong Wealth Advisors, Inc. | 4,405 | $1.64M | 0.39% | +414+10.4% | Added |
| NavPoint Financial, Inc. | 4,406 | $1.64M | 0.61% | 00.0% | Unchanged |
| P.A.W. Capital Corp | 4,410 | $1.65M | 1.26% | +70+1.6% | Added |
| Prospect Financial Group LLC | 4,411 | $1.65M | 1.33% | −225−4.9% | Reduced |
| Archetype Wealth Partners | 4,421 | $1.65M | 0.20% | −540−10.9% | Reduced |
| Hanlon Investment Management, Inc. | 4,421 | $1.65M | 0.87% | +13+0.3% | Added |
| Trademark Financial Management, LLC | 4,423 | $1.65M | 0.68% | −422−8.7% | Reduced |
| Quadrature Capital Ltd | 4,424 | $1.65M | 0.01% | −411,907−98.9% | Reduced |
| Strategic Financial Concepts, LLC | 4,432 | $1.65M | 0.49% | −1,736−28.1% | Reduced |
| Beta Wealth Group, Inc. | 4,439 | $1.66M | 0.62% | +187+4.4% | Added |
| Frazier Financial Advisors, LLC | 4,442 | $1.66M | 0.84% | −285−6.0% | Reduced |
| RiverGlades Family Offices LLC | 4,443 | $1.66M | 0.76% | +2,103+89.9% | Added |
| Quantum Financial Partners LLC | 4,445 | $1.66M | 0.85% | +4,445 | New |
| Vista Investment Management | 4,445 | $1.66M | 0.50% | +528+13.5% | Added |
| 1620 Investment Advisors, Inc. | 4,447 | $1.66M | 1.03% | +268+6.4% | Added |
| Eclectic Associates Inc | 4,447 | $1.66M | 0.19% | −484−9.8% | Reduced |
| Severin Investments, LLC | 4,450 | $1.66M | 1.25% | +196+4.6% | Added |
| Southern Capital Advisors, LLC | 4,451 | $1.66M | 0.69% | −8−0.2% | Reduced |
| Sharkey, Howes & Javer | 4,461 | $1.66M | 0.20% | +48+1.1% | Added |
| Vista Investment Partners II, LLC | 4,467 | $1.67M | 0.65% | −325−6.8% | Reduced |
| Narus Financial Partners, LLC | 4,467 | $1.67M | 0.43% | −341−7.1% | Reduced |
| WealthPoint Financial, LLC | 4,473 | $1.67M | 1.22% | +552+14.1% | Added |
| Armstrong, Fleming & Moore, Inc | 4,475 | $1.67M | 0.55% | −6−0.1% | Reduced |
| Essential Partners LLC | 4,478 | $1.67M | 0.77% | −811−15.3% | Reduced |
| Sar Wealth Management Group, LLC | 4,482 | $1.67M | 0.80% | +12+0.3% | Added |
| CM Management, LLC | 4,500 | $1.68M | 1.07% | +1,500+50.0% | Added |