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 |
|---|---|---|---|---|---|
| Ankerstar Wealth, LLC | 4,854 | $1.81M | 1.52% | +430+9.7% | Added |
| MOR Wealth Management, LLC | 4,863 | $1.81M | 0.72% | −437−8.2% | Reduced |
| Cunning Capital Partners, LP | 4,862 | $1.81M | 0.73% | 00.0% | Unchanged |
| Myriad Asset Management US LP | 4,866 | $1.81M | 2.51% | −196−3.9% | Reduced |
| C M Bidwell & Associates Ltd | 4,867 | $1.82M | 0.74% | +328+7.2% | Added |
| Harvest Investment Services, LLC | 4,885 | $1.82M | 0.28% | −93−1.9% | Reduced |
| Sanders Morris Harris LLC | 4,888 | $1.82M | 1.06% | −23,419−82.7% | Reduced |
| Odyssey Capital Advisors, Inc. | 4,902 | $1.83M | 1.31% | +486+11.0% | Added |
| Juncture Wealth Strategies, LLC | 4,904 | $1.83M | 0.48% | +2,687+121.2% | Added |
| Smallwood Wealth Investment Management, LLC | 4,913 | $1.83M | 0.80% | −36−0.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 4,925 | $1.84M | 0.67% | +119+2.5% | Added |
| Accelerate Investment Advisors LLC | 4,927 | $1.84M | 1.06% | +12+0.2% | Added |
| CSS LLC | 4,950 | $1.85M | 0.08% | +2,040+70.1% | Added |
| Partners Wealth Management, LLC | 4,951 | $1.85M | 1.81% | −46−0.9% | Reduced |
| Painted Porch Advisors LLC | 4,955 | $1.85M | 0.81% | −434−8.1% | Reduced |
| Strategic Investment Solutions, Inc. | 4,956 | $1.85M | 0.42% | −825−14.3% | Reduced |
| Everstar Asset Management, LLC | 4,962 | $1.85M | 0.89% | +933+23.2% | Added |
| Curat Global, LLC | 4,970 | $1.85M | 1.57% | 00.0% | Unchanged |
| Suvretta Capital Management, LLC | 4,970 | $1.85M | 0.04% | 00.0% | Unchanged |
| Vilga Financial Planning LLC | 4,976 | $1.86M | 1.41% | −250−4.8% | Reduced |
| Kopp Family Office, LLC | 4,986 | $1.86M | 1.14% | +5+0.1% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 4,992 | $1.86M | 2.54% | +10+0.2% | Added |
| Hardworking Capital Advisors, LLC | 4,995 | $1.86M | 1.52% | +190+4.0% | Added |
| VSM Wealth Advisory, LLC | 4,995 | $1.86M | 0.49% | −19−0.4% | Reduced |
| Jacksonville Wealth Management, LLC | 4,997 | $1.86M | 1.05% | −157−3.0% | Reduced |
| Opus Investment Management Inc | 5,000 | $1.87M | 1.02% | 00.0% | Unchanged |
| Gruss & Co., LLC | 5,000 | $1.87M | 4.89% | 00.0% | Unchanged |
| Eurizon Asset Management Hungary Ltd. | 5,000 | $1.87M | 1.99% | +4,000+400.0% | Added |
| Absolute Gestao de Investimentos Ltda. | 5,000 | $1.87M | 0.51% | +5,000 | New |
| Resolute Capital Asset Partners LLC | 5,000 | $1.87M | 0.80% | +5,000 | New |
| Tobias Financial Advisors, Inc. | 5,000 | $1.87M | 0.24% | −45−0.9% | Reduced |
| Portfolio Strategies, Inc. | 5,001 | $1.87M | 0.18% | −23−0.5% | Reduced |
| Cornerstone National Bank & Trust Co | 4,867 | $1.87M | 0.63% | −681−12.3% | Reduced |
| Tealwood Asset Management Inc | 5,015 | $1.87M | 0.72% | −212−4.1% | Reduced |
| Guardian Financial Partners, LLC | 5,017 | $1.87M | 0.73% | +177+3.7% | Added |
| Conrad Siegel Investment Advisors, Inc. | 5,023 | $1.87M | 0.30% | +372+8.0% | Added |
| Connective Portfolio Management, LLC | 5,024 | $1.87M | 3.12% | 00.0% | Unchanged |
| Sachetta, LLC | 5,027 | $1.88M | 0.91% | +221+4.6% | Added |
| Atwood & Palmer Inc | 5,028 | $1.88M | 0.10% | −414−7.6% | Reduced |
| Windsor Capital Management, LLC | 5,034 | $1.88M | 0.49% | −57−1.1% | Reduced |
| 360 Financial, Inc. | 5,037 | $1.88M | 0.48% | −282−5.3% | Reduced |
| Precision Wealth Strategies, LLC | 5,046 | $1.88M | 0.57% | −199−3.8% | Reduced |
| Cowa, LLC | 5,057 | $1.89M | 0.47% | −74−1.4% | Reduced |
| Tranquilli Financial Advisor LLC | 5,057 | $1.89M | 1.02% | +661+15.0% | Added |
| Perissos Private Wealth Management, LLC | 5,066 | $1.89M | 1.27% | +518+11.4% | Added |
| Smith Asset Management Co., LLC | 5,066 | $1.89M | 1.49% | +2,366+87.6% | Added |
| Meramec Financial Planners, LLC | 4,865 | $1.89M | 0.69% | +955+24.4% | Added |
| Expressive Wealth LLC | 5,078 | $1.89M | 1.79% | +14+0.3% | Added |
| apricus wealth, LLC | 5,079 | $1.89M | 0.90% | −8−0.2% | Reduced |
| Ares Financial Consulting, LLC | 5,088 | $1.90M | 1.36% | −112−2.2% | Reduced |
| Cassia Capital Partners, LLC | 5,089 | $1.90M | 0.92% | +27+0.5% | Added |
| OneAscent Investment Solutions LLC | 5,094 | $1.90M | 1.80% | −804−13.6% | Reduced |
| Wiser Advisor Group LLC | 5,094 | $1.90M | 2.08% | +759+17.5% | Added |
| Sherman Asset Management, Inc. | 5,097 | $1.90M | 1.48% | −1,609−24.0% | Reduced |
| Flagstone Financial Management | 5,100 | $1.90M | 0.43% | +24+0.5% | Added |
| Absolute Capital Management, LLC | 5,100 | $1.90M | 0.47% | +329+6.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 5,101 | $1.90M | 0.19% | +131+2.6% | Added |
| Asset Planning,Inc | 5,102 | $1.90M | 1.23% | −14−0.3% | Reduced |
| Acorn Financial Advisory Services Inc | 5,102 | $1.90M | 0.25% | +125+2.5% | Added |
| Capstone Wealth Management Group, LLC | 5,103 | $1.90M | 0.67% | −472−8.5% | Reduced |
| IMZ Advisory Inc | 5,105 | $1.90M | 0.60% | −38−0.7% | Reduced |
| Elser Financial Planning, Inc | 5,109 | $1.91M | 0.08% | −846−14.2% | Reduced |
| TAGStone Capital, Inc. | 5,113 | $1.91M | 0.61% | +17+0.3% | Added |
| Promethium Advisors,llc | 5,118 | $1.91M | 0.92% | +573+12.6% | Added |
| Sage Capital Management, LLC | 5,119 | $1.91M | 0.75% | +6+0.1% | Added |
| Seldon Capital LP | 5,126 | $1.91M | 0.60% | 00.0% | Unchanged |
| Cannon Wealth Management Services, LLC | 5,127 | $1.91M | 1.05% | +474+10.2% | Added |
| Storen Legacy Partners, LLC | 5,128 | $1.91M | 0.52% | +154+3.1% | Added |
| Wilkerson Advisory Group LLC | 5,129 | $1.91M | 0.59% | +64+1.3% | Added |
| Kerntke Otto McGlone Wealth Management Group | 5,146 | $1.92M | 1.16% | −654−11.3% | Reduced |
| Scarborough Advisors, LLC | 4,911 | $1.92M | 0.22% | −17,524−78.1% | Reduced |
| Sidoxia Capital Management, LLC | 5,155 | $1.92M | 1.41% | +69+1.4% | Added |
| Kaydan Wealth Management, Inc. | 5,160 | $1.92M | 0.59% | −284−5.2% | Reduced |
| Landing Point Financial Group, LLC | 5,162 | $1.93M | 0.65% | +84+1.7% | Added |
| Eagle Harbor Asset Management Inc | 5,162 | $1.93M | 1.52% | +118+2.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 5,170 | $1.93M | 0.06% | +138+2.7% | Added |
| Capital Squared Financial LLC | 5,171 | $1.93M | 1.26% | −20.0% | Reduced |
| Engineers Gate Manager LP | 5,177 | $1.93M | 0.03% | −190,982−97.4% | Reduced |
| Prodigy Asset Management LLC | 5,178 | $1.93M | 0.58% | −25−0.5% | Reduced |
| Inkwell Capital LLC | 5,181 | $1.93M | 2.01% | +2,701+108.9% | Added |
| Keystone Financial Services | 5,198 | $1.94M | 0.50% | +286+5.8% | Added |
| Malaga Cove Capital, LLC | 5,203 | $1.94M | 0.62% | +313+6.4% | Added |
| CJM Wealth Advisers, Ltd. | 5,205 | $1.94M | 0.51% | +71+1.4% | Added |
| WMG Financial Advisors, LLC | 5,206 | $1.94M | 0.73% | −704−11.9% | Reduced |
| Sunrise Financial Services, LLC | 5,216 | $1.95M | 1.16% | +72+1.4% | Added |
| Pin Oak Investment Advisors Inc | 5,223 | $1.95M | 1.39% | +63+1.2% | Added |
| Unifi Asset Management LP | 5,229 | $1.95M | 1.37% | +5,229 | New |
| IronBridge Private Wealth, LLC | 5,234 | $1.95M | 0.64% | +130+2.5% | Added |
| TrueWealth Advisors, LLC | 5,241 | $1.95M | 0.44% | −117−2.2% | Reduced |
| Heritage Wealth Management, Inc. | 5,255 | $1.96M | 0.98% | +357+7.3% | Added |
| Petix & Botte Co | 5,256 | $1.96M | 0.39% | +2,714+106.8% | Added |
| Twelve Points Wealth Management LLC | 5,269 | $1.97M | 0.39% | −783−12.9% | Reduced |
| Tolleson Wealth Management, Inc. | 5,277 | $1.97M | 0.27% | +8+0.2% | Added |
| Camelot Portfolios, LLC | 5,287 | $1.97M | 1.40% | +2,570+94.6% | Added |
| J. M. Brown & Associates Inc. | 5,289 | $1.97M | 1.13% | +5,289 | New |
| Wealth Management Nebraska | 5,293 | $1.97M | 0.18% | −18−0.3% | Reduced |
| Invested Advisors | 5,294 | $1.97M | 1.75% | −120−2.2% | Reduced |
| WMS Group LLC | 5,302 | $1.98M | 2.55% | −18−0.3% | Reduced |
| Great Waters Wealth Management | 5,313 | $1.98M | 0.18% | +254+5.0% | Added |
| BayBridge Capital Group, LLC | 5,318 | $1.98M | 1.03% | +1,167+28.1% | Added |