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; 6,247 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
- 6,247
- +95 vs. Q1 2026
- Shares held
- 5.49B
- +139.8M (+2.6%) vs. Q1 2026
- Total value
- $2.05T
- +$67.8B (+3.4%) vs. Q1 2026
- New holders
- 229
- 3,209 more added
- Sold out
- 134
- 2,446 more reduced
85 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 | 6,247 | $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 |
|---|---|---|---|---|---|
| Unconventional Investor, LLC | 584 | $217.8K | 0.09% | +584 | New |
| Archer Investment Management, LLC | 584 | $217.8K | 0.07% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 585 | $218.2K | 0.06% | +1+0.2% | Added |
| Altrius Capital Management Inc | 586 | $218.6K | 0.04% | −91−13.4% | Reduced |
| Westend Capital Management, LLC | 588 | $219.3K | 0.05% | −107−15.4% | Reduced |
| Madden Advisory Services, Inc. | 589 | $219.9K | 0.08% | +589 | New |
| Farringdon Capital, Ltd. | 593 | $221.2K | 0.11% | +593 | New |
| Aurelius Family Office LLC | 594 | $221.6K | 0.09% | 00.0% | Unchanged |
| Sky-Mountain Capital Management, Inc. | 596 | $222.3K | 0.16% | 00.0% | Unchanged |
| Causeway Capital Management LLC | 600 | $223.8K | 0.00% | −172−22.3% | Reduced |
| WS Portfolio Advisory, LLC | 601 | $224.2K | 5.54% | +100+20.0% | Added |
| Rye Brook Capital LLC | 605 | $226.0K | 0.16% | +5+0.8% | Added |
| Greenhouse Wealth Management, LLC | 608 | $226.7K | 0.16% | −3,103−83.6% | Reduced |
| Envision Financial Transparency, LLC | 509 | $227.5K | 0.19% | −354−41.0% | Reduced |
| Capstone Wealth Management, Inc. | 593 | $229.1K | 0.17% | +593 | New |
| Liberty Atlantic Advisors LLC | 615 | $229.6K | 0.17% | +46+8.1% | Added |
| Standard Family Office LLC | 616 | $229.8K | 0.20% | 00.0% | Unchanged |
| Dravo Bay LLC | 619 | $230.9K | 0.08% | −59−8.7% | Reduced |
| Arnold Financial Planning LLC | 620 | $231.3K | 0.17% | +620 | New |
| Sherry Group, Inc. | 631 | $232.6K | 0.23% | +631 | New |
| Sullivan Wood Capital Management LLC | 627 | $233.9K | 0.32% | −135−17.7% | Reduced |
| Rareview Capital LLC | 471 | $234.2K | 0.13% | 00.0% | Unchanged |
| Interactive Financial Advisors | 630 | $235.0K | 0.14% | −44−6.5% | Reduced |
| BCU Wealth Advisors, LLC | 632 | $235.6K | 0.08% | −78−11.0% | Reduced |
| Carter Financial, LLC | 634 | $236.5K | 0.18% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 636 | $237.2K | 0.10% | +214+50.7% | Added |
| swisspartners Advisors Ltd | 640 | $238.7K | 0.16% | 00.0% | Unchanged |
| Symmetry Investments LP | 640 | $238.7K | 0.03% | −24,361−97.4% | Reduced |
| Cassilly Financial Group LLC | 640 | $238.7K | 0.17% | +640 | New |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 641 | $239.1K | 0.03% | +641 | New |
| Monument Group Wealth Advisors, LLC | 1,550 | $239.4K | 0.11% | +986+174.8% | Added |
| Lee-Kelleher Wealth Management | 642 | $239.5K | 0.13% | +642 | New |
| Blueshift Asset Management, LLC | 643 | $239.9K | 0.06% | +643 | New |
| Atlantic Family Wealth, LLC | 643 | $239.9K | 0.15% | −212−24.8% | Reduced |
| Arlington Partners LLC | 645 | $240.6K | 0.43% | 00.0% | Unchanged |
| Capital Wealth Management, LLC | 646 | $241.0K | 0.06% | +11+1.7% | Added |
| Schwallier Wealth Management LLC | 647 | $241.4K | 0.15% | −31−4.6% | Reduced |
| 1 North Wealth Services LLC | 648 | $241.8K | 0.08% | −15−2.3% | Reduced |
| Longview Financial Advisors LLC | 649 | $242.1K | 0.12% | 00.0% | Unchanged |
| Viaable, LLC | 634 | $243.8K | 0.20% | +634 | New |
| CSP Financial Group, LLC | 658 | $245.3K | 0.21% | +658 | New |
| Sbe LLC Dba Cedar Cove Wealth Partners | 658 | $245.4K | 0.12% | +51+8.4% | Added |
| FSR Wealth Management Ltd. | 660 | $246.1K | 0.28% | +660 | New |
| Flagship Private Wealth, LLC | 661 | $246.6K | 0.09% | +1+0.2% | Added |
| BCGM Wealth Management, LLC | 661 | $246.7K | 0.05% | −640−49.2% | Reduced |
| Sims Investment Management, LLC | 663 | $247.3K | 0.08% | +663 | New |
| J2 Capital Management Inc | 666 | $248.3K | 0.17% | +2+0.3% | Added |
| Yardley Wealth Management LLC | 667 | $248.8K | 0.11% | +1+0.2% | Added |
| Plus Group Wealth Advisors LLC | 674 | $251.4K | 0.24% | −24−3.4% | Reduced |
| Stapp Wealth Management, PLLC | 676 | $252.2K | 0.33% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 684 | $255.1K | 0.31% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 684 | $255.3K | 0.16% | +8+1.2% | Added |
| Lee Johnson Capital Management, LLC | 687 | $256.1K | 0.08% | +25+3.8% | Added |
| Perspective Wealth Advisors LLC | 688 | $256.7K | 0.14% | +49+7.7% | Added |
| Ramiah Investment Group | 694 | $258.9K | 0.20% | −751−52.0% | Reduced |
| Ballast Financial Advisors LLC | 696 | $259.5K | 0.23% | +55+8.6% | Added |
| Cornerstone Management, Inc. | 699 | $260.7K | 0.04% | −22−3.1% | Reduced |
| eCIO, Inc. | 701 | $261.6K | 0.07% | +17+2.5% | Added |
| Keystone Financial Services, LLC | 704 | $262.7K | 0.16% | −49−6.5% | Reduced |
| Arrien Investments, Inc. | 705 | $263.0K | 0.13% | +56+8.6% | Added |
| American Asset Management Inc. | 705 | $263.0K | 0.21% | +705 | New |
| Redwood Park Advisors LLC | 710 | $264.7K | 0.19% | −274−27.8% | Reduced |
| Applied Capital LLC | 710 | $264.8K | 0.09% | +25+3.6% | Added |
| Demming Financial Services Corp | 712 | $265.6K | 0.17% | +13+1.9% | Added |
| Inlight Wealth Management, LLC | 712 | $265.6K | 0.08% | +1+0.1% | Added |
| Eddie Patel Inc | 713 | $266.1K | 0.16% | −936−56.8% | Reduced |
| Thryve Wealth Management LLC | 715 | $266.7K | 0.15% | −156−17.9% | Reduced |
| Base Wealth Management LLC | 715 | $266.8K | 0.12% | −8−1.1% | Reduced |
| Keenan, LLC | 719 | $268.1K | 0.19% | −18−2.4% | Reduced |
| Cedrus Wealth Group LLC | 719 | $268.2K | 0.23% | −2,788−79.5% | Reduced |
| Nia Impact Advisors, LLC | 720 | $268.6K | 0.11% | −6,720−90.3% | Reduced |
| JDM Financial Group LLC | 723 | $269.7K | 0.09% | +88+13.9% | Added |
| Laurel Wealth Planning LLC | 726 | $270.8K | 0.12% | +65+9.8% | Added |
| Troutman Wealth Management, LLC | 727 | $271.3K | 0.21% | −1−0.1% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 728 | $271.5K | 0.06% | +74+11.3% | Added |
| Mendota Financial Group, LLC | 728 | $271.6K | 0.17% | −23−3.1% | Reduced |
| Elite Financial, Inc. | 730 | $272.0K | 0.11% | +89+13.9% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 737 | $274.9K | 0.00% | 00.0% | Unchanged |
| Graetz Wealth LLC | 737 | $275.0K | 0.22% | −13−1.7% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 751 | $280.1K | 0.15% | −53−6.6% | Reduced |
| Vistica Wealth Advisors, LLC | 751 | $280.1K | 0.24% | −67−8.2% | Reduced |
| Regatta Research & Money Management | 755 | $280.2K | 0.26% | +755 | New |
| Pzena Investment Management LLC | 755 | $281.6K | 0.00% | −7−0.9% | Reduced |
| Life Planning Partners, Inc | 759 | $283.3K | 0.21% | +20+2.7% | Added |
| Peak Wealth Management LLC | 763 | $284.8K | 0.20% | +5+0.7% | Added |
| Heffernan Advisory, Inc | 764 | $285.0K | 0.24% | +200+35.5% | Added |
| Fullerton Advisors, LLC | 764 | $285.1K | 0.27% | +13+1.7% | Added |
| Barry Investment Advisors, LLC | 769 | $286.9K | 0.06% | −31−3.9% | Reduced |
| Williams Financial, LLC | 775 | $289.2K | 0.15% | −90−10.4% | Reduced |
| Williamson Legacy Group, LLC | 776 | $289.5K | 0.14% | −4−0.5% | Reduced |
| Clarity Asset Management, Inc. | 776 | $289.5K | 0.14% | +4+0.5% | Added |
| NorthLanding Financial Partners, LLC | 777 | $289.8K | 0.20% | +16+2.1% | Added |
| Succession Financial, Inc. | 778 | $290.1K | 0.28% | +778 | New |
| New Harbor Financial Group, LLC | 778 | $290.2K | 0.05% | −19−2.4% | Reduced |
| Semitam Bonam LLC | 778 | $290.4K | 0.21% | +778 | New |
| Buska Wealth Management, LLC | 780 | $290.8K | 0.10% | +66+9.2% | Added |
| Keystone Financial Group, Inc. | 780 | $290.9K | 0.15% | +1+0.1% | Added |
| Sageworth Trust Co of South Dakota | 782 | $291.7K | 0.18% | −665−46.0% | Reduced |
| Rice Hall James & Associates, LLC | 784 | $292.4K | 0.01% | 00.0% | Unchanged |
| ASB Consultores, LLC | 784 | $292.4K | 0.90% | +130+19.9% | Added |