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 |
|---|---|---|---|---|---|
| Junk Investment Group, LLC | 6,203 | $2.31M | 1.02% | −44−0.7% | Reduced |
| Jeter Robert S II | 6,009 | $2.31M | 2.22% | +1,120+22.9% | Added |
| Spectrum Planning & Advisory Services Inc. | 6,220 | $2.32M | 1.04% | −264−4.1% | Reduced |
| Three Bridge Wealth Advisors, LLC | 6,228 | $2.32M | 0.58% | −266−4.1% | Reduced |
| Check Capital Management Inc | 6,229 | $2.32M | 0.13% | +150+2.5% | Added |
| Objectivity Squared, LLC | 6,230 | $2.32M | 1.31% | +685+12.4% | Added |
| Tennessee Valley Asset Management Partners | 6,235 | $2.33M | 0.26% | +153+2.5% | Added |
| Smart Money Group LLC | 6,235 | $2.33M | 0.60% | +147+2.4% | Added |
| Hummer Financial Advisory Services Inc | 6,243 | $2.33M | 1.53% | +14+0.2% | Added |
| Redwood Family Wealth LLC | 6,247 | $2.33M | 2.06% | −61−1.0% | Reduced |
| Eight 31 Financial LLC | 6,251 | $2.33M | 1.39% | −549−8.1% | Reduced |
| Intrepid Capital Management Inc | 6,251 | $2.33M | 0.83% | −591−8.6% | Reduced |
| Chase Investment Counsel Corp | 6,256 | $2.33M | 0.49% | +3,396+118.7% | Added |
| Advisortrust Partners, LLC | 6,256 | $2.33M | 0.80% | +866+16.1% | Added |
| Shepherd Street Advisors LLC | 5,899 | $2.33M | 2.05% | −175−2.9% | Reduced |
| Corrado Advisors, LLC | 6,257 | $2.33M | 1.07% | −57−0.9% | Reduced |
| SK Wealth Management, LLC | 4,614 | $2.33M | 0.53% | −122−2.6% | Reduced |
| Mindset Wealth Management, LLC | 6,262 | $2.34M | 0.45% | +1,153+22.6% | Added |
| WestHill Financial Advisors, Inc. | 6,267 | $2.34M | 0.40% | −109−1.7% | Reduced |
| MLG Wealth Management DBA Pine Grove Financial Group | 6,275 | $2.34M | 0.24% | +223+3.7% | Added |
| Whitford Management LLC | 6,273 | $2.34M | 2.09% | −2,232−26.2% | Reduced |
| Nautilus Advisors LLC | 6,090 | $2.35M | 1.38% | +586+10.6% | Added |
| Retirement Income Solutions, Inc | 6,336 | $2.35M | 0.40% | 00.0% | Unchanged |
| Alliance Wealth Management Group | 6,292 | $2.35M | 0.46% | −8−0.1% | Reduced |
| Potomac Fund Management Inc | 6,294 | $2.35M | 0.06% | −50−0.8% | Reduced |
| Charter Research & Investment Group, Inc. | 6,307 | $2.35M | 1.43% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 6,325 | $2.36M | 1.32% | +264+4.4% | Added |
| Global Strategic Investment Solutions, LLC | 6,331 | $2.36M | 0.21% | +153+2.5% | Added |
| IFG Advisors, LLC | 6,335 | $2.36M | 0.33% | +56+0.9% | Added |
| LVZ Advisors, Inc. | 6,340 | $2.37M | 0.24% | +567+9.8% | Added |
| Donalies Financial Planning, LLC | 6,341 | $2.37M | 1.74% | −59−0.9% | Reduced |
| TLWM | 6,353 | $2.37M | 0.39% | +1,255+24.6% | Added |
| MBM Wealth Consultants, LLC | 6,364 | $2.37M | 0.46% | +840+15.2% | Added |
| Kelly Lawrence W & Associates Inc | 6,365 | $2.37M | 0.51% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 6,366 | $2.37M | 1.38% | +147+2.4% | Added |
| Pathway Wealth Management LLC | 6,375 | $2.38M | 1.66% | −65−1.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 6,386 | $2.38M | 0.19% | +10.0% | Added |
| Atlas Private Wealth Advisors | 6,384 | $2.38M | 0.52% | −48−0.7% | Reduced |
| Shira Ridge Wealth Management | 6,384 | $2.38M | 0.83% | −26−0.4% | Reduced |
| Cooper/Haims Advisors, LLC | 6,389 | $2.38M | 1.03% | −163−2.5% | Reduced |
| Warther Private Wealth, LLC | 6,390 | $2.38M | 0.52% | +86+1.4% | Added |
| Iron Financial, LLC | 6,390 | $2.38M | 0.98% | −416−6.1% | Reduced |
| Retirement Capital Strategies | 6,405 | $2.39M | 0.83% | +36+0.6% | Added |
| STAR Financial Bank | 6,407 | $2.39M | 0.97% | +574+9.8% | Added |
| Murphy & Mullick Capital Management Corp | 6,414 | $2.39M | 1.48% | −494−7.2% | Reduced |
| Round Hill Asset Management | 6,415 | $2.39M | 1.50% | −73−1.1% | Reduced |
| Johnson & White Wealth Management, LLC | 6,425 | $2.40M | 0.90% | +926+16.8% | Added |
| Landmark Wealth Management, LLC | 6,430 | $2.40M | 0.57% | +16+0.2% | Added |
| VERITY Wealth Advisors | 6,432 | $2.40M | 1.45% | +153+2.4% | Added |
| Intelligence Driven Advisers, LLC | 6,432 | $2.40M | 0.39% | +2,831+78.6% | Added |
| Riverstone Advisors, LLC | 6,441 | $2.40M | 1.00% | +906+16.4% | Added |
| Magnolia Capital Management Ltd | 6,450 | $2.41M | 1.66% | −231−3.5% | Reduced |
| Francis Financial, Inc. | 6,452 | $2.41M | 0.39% | −125−1.9% | Reduced |
| Optivise Advisory Services LLC | 6,453 | $2.41M | 1.22% | +246+4.0% | Added |
| Inspirion Wealth Advisors, LLC | 6,271 | $2.41M | 0.28% | −291−4.4% | Reduced |
| Birchcreek Wealth Management, LLC | 6,461 | $2.41M | 0.94% | +96+1.5% | Added |
| DecisionPoint Financial, LLC | 6,272 | $2.41M | 0.45% | −271−4.1% | Reduced |
| LFA - Lugano Financial Advisors SA | 6,604 | $2.41M | 1.45% | +111+1.7% | Added |
| Elevation Advisory Partners LLC | 6,004 | $2.42M | 2.47% | −794−11.7% | Reduced |
| Doliver Advisors, LP | 6,476 | $2.42M | 0.55% | −201−3.0% | Reduced |
| Archvest Wealth Advisors, Inc. | 6,481 | $2.42M | 1.40% | +734+12.8% | Added |
| Client 1st Advisory Group, LLC | 6,487 | $2.42M | 0.65% | +671+11.5% | Added |
| Financial Advisors Network, Inc. | 6,490 | $2.42M | 0.30% | +20+0.3% | Added |
| 9823 Capital, L.P. | 6,504 | $2.43M | 1.64% | +4+0.1% | Added |
| Philadelphia Investment Partners, LLC | 6,506 | $2.43M | 1.51% | −105−1.6% | Reduced |
| LifePlan Financial, LLC | 6,506 | $2.43M | 1.70% | +419+6.9% | Added |
| Elm Partners Management LLC | 6,508 | $2.43M | 0.09% | +1,144+21.3% | Added |
| Wood Tarver Financial Group, LLC | 6,510 | $2.43M | 0.57% | +140+2.2% | Added |
| ARK & TLK Investments, LLC | 6,513 | $2.43M | 0.60% | −541−7.7% | Reduced |
| Copper Harbor Investment Advisors, LLC | 6,517 | $2.43M | 0.51% | +6,517 | New |
| FOCUS Wealth Advisors, LLC | 6,520 | $2.43M | 1.13% | +43+0.7% | Added |
| Tandem Investment Partners LLC | 6,526 | $2.43M | 1.88% | +59+0.9% | Added |
| Sunflower Bank, N.A. | 6,529 | $2.44M | 0.58% | −29−0.4% | Reduced |
| Meritas Wealth Management, LLC | 6,531 | $2.44M | 0.95% | +358+5.8% | Added |
| Rhodes Investment Advisors Inc | 6,535 | $2.44M | 1.79% | +293+4.7% | Added |
| KG&L Capital Management,LLC | 6,537 | $2.44M | 1.45% | −20.0% | Reduced |
| Moment Partners, LLC | 6,538 | $2.44M | 0.44% | +25+0.4% | Added |
| Mission Financial Group, LLC | 6,544 | $2.44M | 2.03% | +6,544 | New |
| Fearless Solutions, LLC dba Best Invest | 6,547 | $2.44M | 1.29% | −81−1.2% | Reduced |
| Noked Israel Ltd | 6,550 | $2.44M | 0.25% | −38,600−85.5% | Reduced |
| Ade, LLC | 6,557 | $2.45M | 1.03% | −22−0.3% | Reduced |
| Jefferson Bridge Capital, LLC | 6,564 | $2.45M | 2.12% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 6,567 | $2.45M | 0.56% | −964−12.8% | Reduced |
| Arlington Financial Advisors, LLC | 6,572 | $2.45M | 0.31% | +106+1.6% | Added |
| KFA Private Wealth Group, LLC | 6,572 | $2.45M | 0.59% | +714+12.2% | Added |
| BXM Wealth LLC | 6,588 | $2.46M | 1.34% | +1,587+31.7% | Added |
| Kennedy Investment Group | 6,590 | $2.46M | 0.83% | +170+2.6% | Added |
| Power Wealth Management LLC | 6,599 | $2.46M | 0.85% | −930−12.4% | Reduced |
| Legacy Wealth Partners, LLC | 6,606 | $2.46M | 0.56% | +663+11.2% | Added |
| Ak Global Asset Management, LLC | 6,610 | $2.47M | 2.09% | −325−4.7% | Reduced |
| 4WEALTH Advisors, Inc. | 6,690 | $2.47M | 1.89% | +683+11.4% | Added |
| Tributary Capital Management, LLC | 6,618 | $2.47M | 0.20% | +203+3.2% | Added |
| Keyvantage Wealth, LLC | 6,621 | $2.47M | 0.93% | −876−11.7% | Reduced |
| Macroview Investment Management LLC | 6,622 | $2.47M | 1.53% | −100−1.5% | Reduced |
| Cura Wealth Advisors, LLC | 6,626 | $2.47M | 1.05% | +580+9.6% | Added |
| Wincap Financial LLC | 6,630 | $2.47M | 1.34% | −472−6.6% | Reduced |
| Triad Investment Management | 6,635 | $2.47M | 2.73% | +5,496+482.5% | Added |
| Estate Planners Group, LLC | 6,640 | $2.48M | 1.12% | −3,237−32.8% | Reduced |
| ZRC Wealth Management, LLC | 6,643 | $2.48M | 0.74% | +275+4.3% | Added |
| Ssi Investment Management LLC | 6,643 | $2.48M | 0.14% | 00.0% | Unchanged |