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 |
|---|---|---|---|---|---|
| Center for Wealth Management Advisory | 5,734 | $2.14M | 1.34% | +576+11.2% | Added |
| Catalyst Private Wealth, LLC | 5,745 | $2.14M | 1.03% | +20+0.3% | Added |
| Cherrydale Wealth Management, LLC | 5,746 | $2.14M | 0.56% | +100+1.8% | Added |
| Westshore Wealth, LLC | 5,749 | $2.14M | 0.67% | +238+4.3% | Added |
| AtlasMark Financial, Inc | 5,761 | $2.15M | 1.06% | 00.0% | Unchanged |
| Silverberg Bernstein Capital Management LLC | 5,762 | $2.15M | 0.82% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 5,763 | $2.15M | 0.12% | −3,702−39.1% | Reduced |
| Optimist Retirement Group LLC | 5,765 | $2.15M | 0.83% | −31−0.5% | Reduced |
| Sykon Capital LLC | 5,766 | $2.15M | 0.66% | +2,566+80.2% | Added |
| Basepoint Wealth LLC | 5,774 | $2.15M | 1.23% | +782+15.7% | Added |
| TriaGen Wealth Management LLC | 5,779 | $2.16M | 0.54% | −274−4.5% | Reduced |
| RS Crum Inc. | 5,780 | $2.16M | 0.40% | −64−1.1% | Reduced |
| BDFS Capital LLC | 5,794 | $2.16M | 0.94% | +771+15.3% | Added |
| Meriwether Wealth & Planning, LLC | 5,809 | $2.17M | 1.07% | +174+3.1% | Added |
| Carlson Financial, Inc. | 5,807 | $2.17M | 1.11% | +117+2.1% | Added |
| Noble Wealth Partners LLC | 5,822 | $2.17M | 1.89% | +5,822 | New |
| Heritage Investment Group, Inc. | 5,824 | $2.17M | 0.29% | −148−2.5% | Reduced |
| Roble, Belko & Company, Inc | 5,826 | $2.17M | 0.23% | +880+17.8% | Added |
| Helen Stephens Group, LLC | 5,828 | $2.17M | 0.37% | +484+9.1% | Added |
| Arbor Capital Management Inc | 5,658 | $2.18M | 2.14% | −543−8.8% | Reduced |
| Cardinal Strategic Wealth Guidance | 5,837 | $2.18M | 0.49% | −25−0.4% | Reduced |
| Latitude Advisors, LLC | 5,843 | $2.18M | 0.87% | −189−3.1% | Reduced |
| McNaughton Wealth Management, LLC | 5,851 | $2.18M | 0.77% | +1,070+22.4% | Added |
| Fortitude Family Office, LLC | 5,851 | $2.18M | 0.43% | −474−7.5% | Reduced |
| M3 Advisory Group, LLC | 5,854 | $2.18M | 1.13% | −26−0.4% | Reduced |
| Stonekeep Investments, LLC | 5,861 | $2.19M | 1.27% | −6−0.1% | Reduced |
| Cravens & Co Advisors, LLC | 5,865 | $2.19M | 1.47% | +918+18.6% | Added |
| Reston Wealth Management LLC | 5,870 | $2.19M | 0.59% | +241+4.3% | Added |
| Coquina Private Wealth LLC | 5,874 | $2.19M | 1.49% | +47+0.8% | Added |
| Arwa LLC | 5,464 | $2.19M | 0.91% | −722−11.7% | Reduced |
| Artemis Wealth Advisors, LLC | 5,878 | $2.19M | 0.26% | −594−9.2% | Reduced |
| Legacy Financial Group, Inc. | 5,880 | $2.19M | 0.51% | −92−1.5% | Reduced |
| Fell Capital Management | 5,880 | $2.19M | 1.85% | −832−12.4% | Reduced |
| Swisher Financial Concepts, Inc. | 5,881 | $2.19M | 1.38% | −4,468−43.2% | Reduced |
| Collective Family Office LLC | 5,884 | $2.19M | 0.45% | −421−6.7% | Reduced |
| Magnetar Financial LLC | 5,885 | $2.20M | 0.02% | +5,099+648.7% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 5,892 | $2.20M | 1.02% | +400+7.3% | Added |
| Market Street Wealth Management Advisors LLC | 5,893 | $2.20M | 0.31% | +17+0.3% | Added |
| Castellan Group, LLC | 5,900 | $2.20M | 0.24% | −300−4.8% | Reduced |
| Connecticut Capital Management Group, LLC | 5,901 | $2.20M | 1.77% | +290+5.2% | Added |
| Discipline Wealth Solutions, LLC | 5,904 | $2.20M | 0.19% | +102+1.8% | Added |
| Cedar Wealth Management, LLC | 5,905 | $2.20M | 0.57% | +1,226+26.2% | Added |
| Grant Street Asset Management, Inc. | 5,906 | $2.20M | 0.36% | −466−7.3% | Reduced |
| Intrepid Financial Planning Group LLC | 5,908 | $2.20M | 0.75% | −182−3.0% | Reduced |
| Elevated Private Wealth, LLC | 5,921 | $2.21M | 2.10% | +5,921 | New |
| Avion Wealth | 5,927 | $2.21M | 0.41% | +317+5.7% | Added |
| Crumly & Associates Inc. | 5,933 | $2.21M | 0.42% | +9+0.2% | Added |
| Blalock Williams, LLC | 5,968 | $2.23M | 1.44% | +424+7.6% | Added |
| Claris Advisors, LLC | 5,976 | $2.23M | 0.58% | +201+3.5% | Added |
| Blackston Financial Advisory Group, LLC | 5,981 | $2.23M | 1.26% | −162−2.6% | Reduced |
| Magnolia Private Wealth, LLC | 5,981 | $2.23M | 1.22% | +425+7.6% | Added |
| Aberdeen Wealth Management LLC | 5,983 | $2.23M | 1.07% | −5,187−46.4% | Reduced |
| Timelo Investment Management Inc. | 6,000 | $2.24M | 2.80% | −3,000−33.3% | Reduced |
| Monetta Financial Services Inc | 6,000 | $2.24M | 1.51% | −2,000−25.0% | Reduced |
| Viking Fund Management LLC | 6,000 | $2.24M | 0.20% | 00.0% | Unchanged |
| Ping Capital Management, Inc. | 6,000 | $2.24M | 0.73% | +3,000+100.0% | Added |
| Evansbrook LLC | 6,008 | $2.24M | 1.34% | −52−0.9% | Reduced |
| Cpwa, LLC | 6,011 | $2.24M | 2.60% | −10.0% | Reduced |
| Renaissance Technologies LLC | 6,010 | $2.24M | 0.00% | −3,475−36.6% | Reduced |
| Lakeshore Capital Group, Inc. | 6,015 | $2.24M | 1.66% | +21+0.4% | Added |
| Elevate Capital Advisors, LLC | 6,016 | $2.24M | 1.24% | +428+7.7% | Added |
| Two Sigma Securities, LLC | 6,019 | $2.25M | 0.19% | +6,019 | New |
| Leigh Baldwin & Co., LLC | 6,025 | $2.25M | 1.21% | −1,391−18.8% | Reduced |
| Paradigm Capital Management, LLC | 6,029 | $2.25M | 1.93% | −131−2.1% | Reduced |
| Legend Capital Advisors LLC | 6,029 | $2.25M | 1.22% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 6,030 | $2.25M | 1.33% | +168+2.9% | Added |
| Napier Financial, LLC | 6,033 | $2.25M | 0.47% | −136−2.2% | Reduced |
| Tarbox Family Office, Inc. | 6,033 | $2.25M | 0.32% | −20.0% | Reduced |
| Howard Bailey Securities, LLC | 6,034 | $2.25M | 0.84% | −223−3.6% | Reduced |
| Continental Investors Services, Inc. | 4,603 | $2.25M | 1.77% | −10.0% | Reduced |
| Neumann Capital Management, LLC | 6,042 | $2.25M | 1.49% | +70+1.2% | Added |
| Partnership Wealth Management, LLC | 6,055 | $2.26M | 1.53% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 6,062 | $2.26M | 0.22% | +5,024+484.0% | Added |
| Core Capital Management & Research, inc. | 4,652 | $2.26M | 1.19% | +4,652 | New |
| Provident Trust Co | 6,072 | $2.26M | 0.05% | −3,000−33.1% | Reduced |
| Retirement Guys Formula LLC | 6,074 | $2.27M | 0.85% | +541+9.8% | Added |
| Arrowroot Family Office, LLC | 6,081 | $2.27M | 0.65% | −48−0.8% | Reduced |
| Thompson David Blair | 6,083 | $2.27M | 1.13% | +672+12.4% | Added |
| PCG Wealth Advisors, LLC | 6,083 | $2.27M | 0.51% | −57−0.9% | Reduced |
| LSP Investment Advisors, LLC | 6,088 | $2.27M | 2.09% | −2,192−26.5% | Reduced |
| Meadowbrook Wealth Management, LLC | 6,091 | $2.27M | 2.45% | −931−13.3% | Reduced |
| Sun Group Wealth Partners | 6,098 | $2.27M | 1.55% | +406+7.1% | Added |
| Cortland Associates Inc | 6,102 | $2.28M | 0.33% | −12−0.2% | Reduced |
| WealthTrust Asset Management, LLC | 6,113 | $2.28M | 1.23% | −120−1.9% | Reduced |
| Hickory Point Bank & Trust | 6,116 | $2.28M | 1.38% | −30−0.5% | Reduced |
| Clifford Group, LLC | 6,123 | $2.28M | 1.58% | −148−2.4% | Reduced |
| Formulate Financial LLC | 6,124 | $2.28M | 2.40% | −25−0.4% | Reduced |
| WPG Advisers, LLC | 6,128 | $2.29M | 1.34% | +526+9.4% | Added |
| Prairiewood Capital, LLC | 6,137 | $2.29M | 0.59% | +348+6.0% | Added |
| Next Capital Management LLC | 6,140 | $2.29M | 0.62% | +487+8.6% | Added |
| Rezny Wealth Management, Inc. | 6,141 | $2.29M | 0.40% | +856+16.2% | Added |
| Peoples Bank | 6,160 | $2.30M | 1.18% | +562+10.0% | Added |
| Merrion Investment Management Co, LLC | 6,165 | $2.30M | 1.09% | −15−0.2% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 6,177 | $2.30M | 0.01% | −222−3.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 6,183 | $2.31M | 0.14% | +230+3.9% | Added |
| Burns Matteson Capital Management, LLC | 6,183 | $2.31M | 0.73% | +5+0.1% | Added |
| Broadway Wealth Solutions, Inc. | 6,186 | $2.31M | 1.08% | +490+8.6% | Added |
| Littlejohn Financial Services, Inc. | 6,188 | $2.31M | 1.68% | +1,190+23.8% | Added |
| Aspiring Ventures, LLC | 6,192 | $2.31M | 0.61% | −8,885−58.9% | Reduced |
| Capstone Wealth Management Group, Inc. | 6,202 | $2.31M | 1.39% | +6,202 | New |