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 |
|---|---|---|---|---|---|
| Ruggaard & Associates LLC | 5,326 | $1.99M | 0.71% | −33−0.6% | Reduced |
| Voisard Asset Management Group, Inc. | 5,336 | $1.99M | 0.38% | +926+21.0% | Added |
| Southern Michigan Bank & Trust | 5,337 | $1.99M | 0.71% | +98+1.9% | Added |
| WFA of San Diego, LLC | 4,011 | $1.99M | 1.63% | −128−3.1% | Reduced |
| Code Waechter LLC | 5,343 | $1.99M | 1.03% | +196+3.8% | Added |
| Kraft, Davis & Associates, LLC | 5,202 | $1.99M | 0.42% | +325+6.7% | Added |
| Ulland Investment Advisors, LLC | 5,349 | $2.00M | 1.47% | +308+6.1% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 5,349 | $2.00M | 0.49% | +1,452+37.3% | Added |
| Cynosure Management, LLC | 5,349 | $2.00M | 0.30% | −8,813−62.2% | Reduced |
| Rocky Mountain Advisers, LLC | 5,354 | $2.00M | 0.51% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 5,360 | $2.00M | 0.54% | +277+5.4% | Added |
| Shelton Wealth Management, LLC | 5,363 | $2.00M | 0.79% | +76+1.4% | Added |
| Wiser Wealth Management, Inc | 5,369 | $2.00M | 0.38% | +808+17.7% | Added |
| BNB Wealth Management, LLC | 5,371 | $2.00M | 1.10% | +4+0.1% | Added |
| PlanVest Financial, Inc | 5,379 | $2.01M | 1.34% | −21−0.4% | Reduced |
| Talon Private Wealth, LLC | 5,389 | $2.01M | 0.24% | −1,782−24.9% | Reduced |
| J Hagan Capital, Inc. | 5,391 | $2.01M | 0.93% | −45−0.8% | Reduced |
| Financial Freedom, LLC | 5,393 | $2.01M | 0.92% | −18−0.3% | Reduced |
| Beto Financial Group, LLC | 5,004 | $2.01M | 1.06% | +48+1.0% | Added |
| Mainstream Capital Management LLC | 5,398 | $2.01M | 1.21% | +5+0.1% | Added |
| Miller Financial Services LLC | 5,403 | $2.02M | 1.63% | +2,780+106.0% | Added |
| Cedarwood Wealth LLC | 5,407 | $2.02M | 1.52% | −26−0.5% | Reduced |
| Cauble & Harre Wealth Management, Inc. | 5,410 | $2.02M | 1.62% | −7−0.1% | Reduced |
| Quattro Advisors LLC | 5,410 | $2.02M | 1.34% | −722−11.8% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 5,419 | $2.02M | 0.09% | −2,551−32.0% | Reduced |
| Sage Investment Counsel LLC | 5,423 | $2.02M | 2.03% | +2,247+70.7% | Added |
| Hansen & Associates Financial Group, Inc. | 5,232 | $2.02M | 1.16% | +1,366+35.3% | Added |
| Rule One Partners, LLC | 5,500 | $2.03M | 2.18% | +5,500 | New |
| Hilltop Wealth Advisors, LLC | 5,435 | $2.03M | 1.01% | −7−0.1% | Reduced |
| Genesis Private Wealth, LLC | 5,449 | $2.03M | 0.57% | −1,214−18.2% | Reduced |
| Capital Square, LLC | 5,284 | $2.04M | 0.89% | +2,075+64.7% | Added |
| CMG Global Holdings, LLC | 5,456 | $2.04M | 0.86% | −8−0.1% | Reduced |
| Bell Investment Advisors, Inc | 5,461 | $2.04M | 0.30% | −56−1.0% | Reduced |
| Targeted Financial Services LLC | 5,460 | $2.04M | 1.50% | +1,006+22.6% | Added |
| MFA Wealth Services | 5,465 | $2.04M | 1.22% | +126+2.4% | Added |
| Langley Wealth Management, LLC | 5,468 | $2.04M | 1.99% | +5,468 | New |
| Level Wealth Management LLC | 5,471 | $2.04M | 0.82% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 5,471 | $2.04M | 1.00% | −402−6.8% | Reduced |
| Winton Group Ltd | 5,475 | $2.04M | 0.07% | −39,619−87.9% | Reduced |
| Financial Harvest, LLC | 5,475 | $2.04M | 0.84% | +511+10.3% | Added |
| Investmark Advisory Group LLC | 5,477 | $2.04M | 0.78% | +62+1.1% | Added |
| Rather & Kittrell, Inc. | 5,476 | $2.04M | 0.29% | +904+19.8% | Added |
| Gilpin Wealth Management, LLC | 5,478 | $2.04M | 1.41% | −37−0.7% | Reduced |
| Endowment Wealth Management, Inc. | 5,487 | $2.05M | 0.79% | +190+3.6% | Added |
| Taylor Securities Services, Inc. | 5,489 | $2.05M | 0.83% | +10+0.2% | Added |
| Creative Capital Management Investments LLC | 5,490 | $2.05M | 0.47% | +1,312+31.4% | Added |
| Selective Wealth Management, Inc. | 5,205 | $2.05M | 0.54% | +168+3.3% | Added |
| Riverpoint Wealth Management Holdings, LLC | 5,496 | $2.05M | 0.38% | −47−0.8% | Reduced |
| Verus Financial Partners, Inc. | 5,498 | $2.05M | 0.18% | +519+10.4% | Added |
| Capital Management Associates | 5,500 | $2.05M | 2.64% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 5,521 | $2.06M | 0.04% | +191+3.6% | Added |
| M1 Capital Management LLC | 5,527 | $2.06M | 0.76% | +658+13.5% | Added |
| Sterling Group Wealth Management, LLC | 5,530 | $2.06M | 0.85% | −228−4.0% | Reduced |
| Cornerstone Planning Group LLC | 5,285 | $2.06M | 0.26% | −66−1.2% | Reduced |
| FreeGulliver LLC | 5,540 | $2.07M | 0.73% | +919+19.9% | Added |
| Instrumental Wealth, LLC | 5,541 | $2.07M | 1.05% | +442+8.7% | Added |
| Cathy Pareto & Associates, Inc | 5,544 | $2.07M | 1.21% | +40+0.7% | Added |
| Centerpoint Advisory Group | 5,560 | $2.07M | 1.32% | +170+3.2% | Added |
| Van Diest Capital, LLC | 5,565 | $2.08M | 1.86% | −7,883−58.6% | Reduced |
| Campion Asset Management LLC | 5,570 | $2.08M | 1.27% | +92+1.7% | Added |
| Future Fund LLC | 5,576 | $2.08M | 0.60% | +2,508+81.7% | Added |
| Antonelli Financial Advisors, LLC | 5,575 | $2.08M | 1.43% | −110−1.9% | Reduced |
| Warburton Capital Management, LLC | 5,584 | $2.08M | 0.85% | +1,137+25.6% | Added |
| Endeavor Private Wealth, Inc. | 5,583 | $2.08M | 0.51% | +50+0.9% | Added |
| Nolet Wealth Management, LLC | 5,586 | $2.08M | 1.15% | −403−6.7% | Reduced |
| Bayban | 5,587 | $2.08M | 1.60% | −125−2.2% | Reduced |
| Ballast Rock Private Wealth LLC | 5,590 | $2.09M | 0.96% | +14+0.3% | Added |
| Greenline Wealth Management LLC | 5,596 | $2.09M | 1.72% | +163+3.0% | Added |
| M.D. Sass Investors Services, Inc. | 5,596 | $2.09M | 0.14% | −4,112−42.4% | Reduced |
| Acorn Creek Capital LLC | 5,598 | $2.09M | 0.70% | −386−6.5% | Reduced |
| APCM Wealth Management for Individuals | 5,604 | $2.09M | 0.23% | +3,006+115.7% | Added |
| Capitol Family Office, Inc. | 5,610 | $2.09M | 2.21% | −194−3.3% | Reduced |
| Lord & Richards Wealth Management, LLC | 5,613 | $2.09M | 1.64% | +134+2.4% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,374 | $2.10M | 0.68% | −75−1.4% | Reduced |
| Diversified Portfolios, Inc. | 5,629 | $2.10M | 0.15% | +1,459+35.0% | Added |
| Elite Life Management LLC | 4,311 | $2.10M | 2.46% | +145+3.5% | Added |
| Prevail Innovative Wealth Advisors, LLC | 5,645 | $2.11M | 0.31% | −22,942−80.3% | Reduced |
| Parvin Asset Management, LLC | 5,645 | $2.11M | 1.68% | −75−1.3% | Reduced |
| Ark Wealth Advisors LLC | 5,648 | $2.11M | 1.87% | +1,140+25.3% | Added |
| Guided Capital Wealth Management, LLC | 5,648 | $2.11M | 1.23% | −285−4.8% | Reduced |
| Avail Investment Partners, LLC | 5,648 | $2.11M | 1.62% | +2,170+62.4% | Added |
| Planned Solutions, Inc. | 5,652 | $2.11M | 0.61% | +299+5.6% | Added |
| Lipe & Dalton | 5,653 | $2.11M | 0.98% | +70+1.3% | Added |
| Paulson Wealth Management Inc. | 5,664 | $2.11M | 0.45% | +13+0.2% | Added |
| Wisconsin Wealth Advisors, LLC | 5,665 | $2.11M | 1.81% | −56−1.0% | Reduced |
| Wellington-Altus USA Inc. | 5,716 | $2.12M | 1.53% | +2,213+63.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 5,687 | $2.12M | 0.92% | +707+14.2% | Added |
| Private Wealth Management Group, LLC | 5,690 | $2.12M | 0.49% | +2,186+62.4% | Added |
| Acima Private Wealth, LLC | 5,697 | $2.13M | 0.62% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 5,710 | $2.13M | 1.36% | −125−2.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 5,711 | $2.13M | 0.51% | −34−0.6% | Reduced |
| Providence First Trust Co | 5,713 | $2.13M | 0.60% | +842+17.3% | Added |
| Apex Wealth Management, LLC | 5,714 | $2.13M | 1.30% | +25+0.4% | Added |
| Creekside Partners | 5,715 | $2.13M | 0.77% | +28+0.5% | Added |
| Pacific Sun Financial Corp | 5,716 | $2.13M | 0.88% | +229+4.2% | Added |
| Pachira Investments Inc. | 5,717 | $2.13M | 0.80% | +348+6.5% | Added |
| TFB Advisors LLC | 5,722 | $2.13M | 0.94% | −614−9.7% | Reduced |
| Atlas Wealth Partners, LLC | 5,724 | $2.14M | 2.33% | −10−0.2% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,724 | $2.14M | 0.18% | +56+1.0% | Added |
| Flagship Wealth Advisors, LLC | 5,727 | $2.14M | 0.48% | +2,551+80.3% | Added |