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 |
|---|---|---|---|---|---|
| Cohen & Steers, Inc. | 4,500 | $1.68M | 0.00% | −700−13.5% | Reduced |
| Lakewood Asset Management LLC | 4,504 | $1.68M | 0.92% | +391+9.5% | Added |
| Allie Family Office LLC | 4,508 | $1.68M | 0.63% | +275+6.5% | Added |
| Define Financial, LLC | 4,518 | $1.69M | 0.77% | +529+13.3% | Added |
| Advocate Investing Services LLC | 4,520 | $1.69M | 1.30% | +55+1.2% | Added |
| Essential Planning, LLC. | 4,522 | $1.69M | 0.48% | −472−9.5% | Reduced |
| Laidlaw Wealth Management LLC | 4,526 | $1.69M | 4.82% | +88+2.0% | Added |
| Causey Wealth LLC | 4,527 | $1.69M | 0.66% | +5+0.1% | Added |
| Sierra Ocean, LLC | 4,528 | $1.69M | 1.17% | +589+15.0% | Added |
| Womack Financial LLC | 4,528 | $1.69M | 1.12% | −102−2.2% | Reduced |
| Morton Brown Family Wealth, LLC | 4,530 | $1.69M | 0.38% | +77+1.7% | Added |
| Awm Capital, LLC | 4,531 | $1.69M | 0.14% | +630+16.1% | Added |
| Weaver C. Barksdale & Associates, Inc. | 4,533 | $1.69M | 1.52% | −6−0.1% | Reduced |
| Evergreen Wealth Partners LLC | 4,535 | $1.69M | 1.01% | +90+2.0% | Added |
| Thoma Capital Management LLC | 4,535 | $1.69M | 0.90% | −256−5.3% | Reduced |
| Tiff Advisory Services Inc | 4,540 | $1.69M | 0.42% | −3,146−40.9% | Reduced |
| Emergent Wealth Advisors, LLC | 4,463 | $1.70M | 0.88% | +412+10.2% | Added |
| Frederick Financial Consultants, LLC | 4,549 | $1.70M | 0.72% | +29+0.6% | Added |
| Impact Investors, Inc | 4,549 | $1.70M | 1.24% | +368+8.8% | Added |
| Katamaran Capital LLP | 4,555 | $1.70M | 1.45% | −3,352−42.4% | Reduced |
| American National Bank of Texas | 4,557 | $1.70M | 1.55% | +13+0.3% | Added |
| Long Road Investment Counsel, LLC | 4,567 | $1.70M | 0.63% | 00.0% | Unchanged |
| LifeGoal Wealth Advisors | 4,568 | $1.70M | 0.78% | +858+23.1% | Added |
| Riverview Trust Co | 4,568 | $1.70M | 2.03% | −120−2.6% | Reduced |
| Geneva Capital Management LLC | 4,573 | $1.71M | 0.04% | −689−13.1% | Reduced |
| Cypress Capital, LLC | 4,582 | $1.71M | 0.46% | −218−4.5% | Reduced |
| Old Peak Finance LLC | 4,583 | $1.71M | 0.83% | +656+16.7% | Added |
| Peterson Wealth Advisors, LLC | 4,585 | $1.71M | 0.20% | +25+0.5% | Added |
| Portus Wealth Advisors, LLC | 4,586 | $1.71M | 1.41% | +283+6.6% | Added |
| Tripletail Wealth Management, LLC | 4,385 | $1.71M | 1.97% | −3−0.1% | Reduced |
| First Hawaiian Bank | 4,593 | $1.71M | 0.22% | 00.0% | Unchanged |
| Copos Capital S.a r.l. | 4,594 | $1.71M | 0.23% | +4,594 | New |
| WJ Financial Advisors LLC | 4,594 | $1.71M | 1.26% | +117+2.6% | Added |
| Account Management LLC | 4,595 | $1.71M | 1.73% | 00.0% | Unchanged |
| First Growth Capital LLC | 4,606 | $1.72M | 1.30% | −686−13.0% | Reduced |
| Latash Investments, LLC | 4,610 | $1.72M | 1.26% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 4,614 | $1.72M | 0.19% | +4,614 | New |
| LWM Advisory Services, LLC | 4,619 | $1.72M | 3.08% | −2,678−36.7% | Reduced |
| Sentinel Pension Advisors Inc | 4,376 | $1.72M | 0.23% | +284+6.9% | Added |
| BlueChip Wealth Advisors LLC | 4,632 | $1.73M | 0.66% | −52−1.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,636 | $1.73M | 0.32% | −76−1.6% | Reduced |
| IVC Wealth Advisors LLC | 4,639 | $1.73M | 0.67% | +100+2.2% | Added |
| Markin Asset Management, LP | 4,639 | $1.73M | 1.48% | −272−5.5% | Reduced |
| Fedenia Advisers LLC | 4,641 | $1.73M | 0.41% | −267−5.4% | Reduced |
| KRS Capital Management, LLC | 4,660 | $1.74M | 0.81% | −44−0.9% | Reduced |
| Fund Advisors of America Inc | 4,662 | $1.74M | 1.58% | +9+0.2% | Added |
| Core Wealth Advisors, Inc. | 4,663 | $1.74M | 0.35% | +1,497+47.3% | Added |
| Kurv Investment Management LLC | 4,675 | $1.74M | 1.35% | +572+13.9% | Added |
| Independent Family Office, LLC | 4,677 | $1.74M | 0.70% | −63−1.3% | Reduced |
| Ironsides Asset Advisors, LLC | 4,679 | $1.75M | 0.41% | −30−0.6% | Reduced |
| Gambit Capital Management, LLC | 4,680 | $1.75M | 1.02% | +8+0.2% | Added |
| Synergy Investment Management, LLC | 4,586 | $1.75M | 0.42% | +2,426+112.3% | Added |
| Campbell Deegan Wealth Management, LLC | 4,681 | $1.75M | 1.24% | +325+7.5% | Added |
| Aurora Private Wealth, Inc. | 4,683 | $1.75M | 1.11% | +35+0.8% | Added |
| HighMark Wealth Management LLC | 4,684 | $1.75M | 0.59% | +178+4.0% | Added |
| Berry Wealth Group, LP | 4,686 | $1.75M | 5.62% | +24+0.5% | Added |
| DB Fitzpatrick & Co, Inc | 4,689 | $1.75M | 1.41% | +4,584+4,365.7% | Added |
| Sterling Wealth Management, Inc. | 4,689 | $1.75M | 0.43% | +60+1.3% | Added |
| CPA Asset Management LLC | 4,692 | $1.75M | 0.50% | +19+0.4% | Added |
| Quantum Financial Planning Services, Inc. | 4,701 | $1.75M | 0.54% | −755−13.8% | Reduced |
| Diametric Capital, LP | 4,709 | $1.76M | 0.19% | +2,017+74.9% | Added |
| Prospect Financial Services LLC | 4,711 | $1.76M | 0.89% | +264+5.9% | Added |
| Zinnia Wealth Advisory, LLC | 4,737 | $1.77M | 1.80% | −57−1.2% | Reduced |
| Investment Advisory Services Group LLC | 4,744 | $1.77M | 1.29% | +665+16.3% | Added |
| Postrock Partners LLC | 4,753 | $1.77M | 0.72% | +70+1.5% | Added |
| Cannon Advisors, Inc. | 4,613 | $1.78M | 1.08% | −3,655−44.2% | Reduced |
| Dala Group, LLC | 4,762 | $1.78M | 1.46% | −71−1.5% | Reduced |
| Comprehensive Wealth Management, LLC | 4,765 | $1.78M | 0.81% | −3−0.1% | Reduced |
| William B. Walkup & Associates, Inc. | 4,770 | $1.78M | 0.86% | +769+19.2% | Added |
| Element Pointe Advisors, LLC | 4,774 | $1.78M | 0.29% | +284+6.3% | Added |
| ERn Financial, LLC | 4,775 | $1.78M | 0.29% | +54+1.1% | Added |
| jvl associates llc | 4,776 | $1.78M | 0.51% | +312+7.0% | Added |
| Tudor Financial Inc. | 4,778 | $1.78M | 0.80% | −41−0.9% | Reduced |
| Brio Consultants, LLC | 4,779 | $1.78M | 0.21% | +326+7.3% | Added |
| SilverOak Wealth Management LLC | 4,788 | $1.79M | 0.23% | +735+18.1% | Added |
| Post Resch Tallon Group Inc. | 4,790 | $1.79M | 1.24% | +575+13.6% | Added |
| Stronghold Wealth Management L.L.C. | 4,794 | $1.79M | 2.39% | −489−9.3% | Reduced |
| Petra Financial Advisors Inc | 4,797 | $1.79M | 0.83% | +1,639+51.9% | Added |
| Mayar Capital Ltd. | 4,800 | $1.79M | 2.01% | −360−7.0% | Reduced |
| Continuum Wealth Advisors, LLC | 4,803 | $1.79M | 0.60% | −660−12.1% | Reduced |
| Planning Center, Inc. | 4,803 | $1.79M | 0.17% | −6−0.1% | Reduced |
| Pacific Center for Financial Services | 4,804 | $1.79M | 0.40% | 00.0% | Unchanged |
| LightSquare Wealth Management, LLC | 4,804 | $1.79M | 1.24% | +10+0.2% | Added |
| Bernardo Wealth Planning LLC | 4,805 | $1.79M | 0.31% | +650+15.6% | Added |
| Avenue 1 Advisors, LLC | 4,806 | $1.79M | 0.48% | −14−0.3% | Reduced |
| Rational Advisors LLC | 4,806 | $1.79M | 0.16% | −6,291−56.7% | Reduced |
| Braun-Bostich & Associates Inc. | 4,806 | $1.79M | 1.00% | −115−2.3% | Reduced |
| Yoder Wealth Management, Inc. | 4,810 | $1.79M | 0.70% | +237+5.2% | Added |
| Wallace Advisory Group, LLC | 4,815 | $1.80M | 1.69% | +36+0.8% | Added |
| 4J Wealth Management LLC | 4,822 | $1.80M | 0.88% | −152−3.1% | Reduced |
| Index Technologies Group LLC | 4,822 | $1.80M | 1.44% | −141−2.8% | Reduced |
| Corundum Trust Company, INC | 4,823 | $1.80M | 4.80% | 00.0% | Unchanged |
| Cannon Capital Management, Inc. | 4,826 | $1.80M | 1.53% | +648+15.5% | Added |
| OxenFree Capital LLC | 4,634 | $1.80M | 0.83% | +19+0.4% | Added |
| Koa Wealth Management, LLC | 4,832 | $1.80M | 1.23% | +364+8.1% | Added |
| PFG Private Wealth Management, LLC | 4,835 | $1.80M | 0.78% | +110+2.3% | Added |
| Doheny Asset Management | 4,835 | $1.80M | 1.05% | −160−3.2% | Reduced |
| Unified Investment Management | 4,838 | $1.80M | 1.68% | +195+4.2% | Added |
| Stonebridge Financial Planning Group, LLC | 4,841 | $1.81M | 0.58% | −427−8.1% | Reduced |
| RPS Advisory Solutions LLC | 4,842 | $1.81M | 1.19% | +370+8.3% | Added |