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
- +94 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
- 228
- 3,210 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 |
|---|---|---|---|---|---|
| KFG Wealth Management, LLC | 7,328 | $2.73M | 0.31% | +1,232+20.2% | Added |
| Braeburn Wealth Management LLC | 7,330 | $2.73M | 1.17% | −870−10.6% | Reduced |
| TruNorth Capital Management, LLC | 7,333 | $2.74M | 0.44% | +141+2.0% | Added |
| tru Independence LLC | 7,338 | $2.74M | 1.20% | −38−0.5% | Reduced |
| Live Oak Investment Partners | 7,338 | $2.74M | 1.47% | +300+4.3% | Added |
| BOS Asset Management, LLC | 7,339 | $2.74M | 0.64% | −173−2.3% | Reduced |
| FinArc Investments, Inc. | 7,342 | $2.74M | 2.48% | +236+3.3% | Added |
| Ambassador Advisors, LLC | 7,344 | $2.74M | 0.33% | −77−1.0% | Reduced |
| Droms Strauss Advisors Inc | 7,351 | $2.74M | 0.62% | −508−6.5% | Reduced |
| MRP Capital Investments, LLC | 7,357 | $2.74M | 2.02% | +403+5.8% | Added |
| Idaho Trust Bank | 7,360 | $2.75M | 0.80% | −256−3.4% | Reduced |
| Fiduciary Wealth Partners, LLC | 7,362 | $2.75M | 1.51% | +102+1.4% | Added |
| Washburn Capital Management, Inc. | 7,362 | $2.75M | 1.35% | −955−11.5% | Reduced |
| Rosenberg Matthew Hamilton | 7,368 | $2.75M | 0.51% | −74−1.0% | Reduced |
| Cogent Private Wealth, Inc. | 7,400 | $2.76M | 1.72% | −4,050−35.4% | Reduced |
| August Group Capital Ltd | 7,406 | $2.76M | 3.04% | −476−6.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,414 | $2.77M | 1.04% | +135+1.9% | Added |
| Davis Capital Management | 7,428 | $2.77M | 1.64% | +534+7.7% | Added |
| PCG Asset Management, LLC | 7,432 | $2.77M | 1.99% | +62+0.8% | Added |
| Birchwood Financial Partners, Inc. | 7,435 | $2.77M | 2.27% | 00.0% | Unchanged |
| V2 Financial group LLC | 7,438 | $2.77M | 1.03% | +943+14.5% | Added |
| Tru Independence Asset Management 2, LLC | 7,441 | $2.78M | 1.50% | +424+6.0% | Added |
| Meridian Wealth Partners, LLC | 7,447 | $2.78M | 0.34% | +254+3.5% | Added |
| Taylor Financial Group, Inc. | 7,449 | $2.78M | 1.53% | +7+0.1% | Added |
| Vista Private Wealth Partners. LLC | 5,618 | $2.78M | 0.91% | −258−4.4% | Reduced |
| Matrix Trust Co | 7,463 | $2.78M | 0.40% | +111+1.5% | Added |
| Nabity-Jensen Investment Management Inc | 7,465 | $2.78M | 1.71% | −10−0.1% | Reduced |
| Traub Capital Management LLC | 7,466 | $2.79M | 2.48% | +346+4.9% | Added |
| Inspire Advisors, LLC | 7,454 | $2.79M | 0.19% | +761+11.4% | Added |
| WealthCare Investment Partners, LLC | 7,488 | $2.79M | 0.68% | −291−3.7% | Reduced |
| Cypress Point Wealth Management, LLC | 7,493 | $2.80M | 0.57% | +898+13.6% | Added |
| Deuterium Capital Management, LLC | 7,500 | $2.80M | 3.03% | 00.0% | Unchanged |
| Community Bank of Raymore | 7,507 | $2.80M | 1.65% | +430+6.1% | Added |
| Piedmont Capital Management, LLC | 7,510 | $2.80M | 1.71% | −250−3.2% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 7,515 | $2.80M | 2.08% | +2,515+50.3% | Added |
| Kellett Schaffner Wealth Advisors LLC | 7,523 | $2.81M | 1.31% | +909+13.7% | Added |
| Aigen Investment Management, LP | 7,523 | $2.81M | 0.77% | +4,351+137.2% | Added |
| Fermata Advisors, LLC | 7,526 | $2.81M | 0.57% | −859−10.2% | Reduced |
| Members Wealth LLC | 7,528 | $2.81M | 1.54% | −30−0.4% | Reduced |
| Worth Asset Management, LLC | 7,532 | $2.81M | 0.90% | +1,781+31.0% | Added |
| Harbour Wealth Management Group, Inc. | 7,537 | $2.81M | 1.90% | +349+4.9% | Added |
| Vigilare Wealth Management | 7,542 | $2.81M | 0.86% | +54+0.7% | Added |
| Arlington Trust Co LLC | 7,547 | $2.82M | 0.24% | +715+10.5% | Added |
| Peck Wealth Management, LLC | 7,548 | $2.82M | 2.37% | −20−0.3% | Reduced |
| RFG Holdings, Inc. | 7,550 | $2.82M | 0.59% | −160−2.1% | Reduced |
| Fourth Dimension Wealth, LLC | 7,563 | $2.82M | 0.89% | +828+12.3% | Added |
| Cranbrook Wealth Management, LLC | 7,564 | $2.82M | 0.53% | 00.0% | Unchanged |
| Delta Capital Management LLC | 7,570 | $2.82M | 1.30% | +250+3.4% | Added |
| Genesee Capital Advisors, LLC | 7,575 | $2.83M | 0.89% | +328+4.5% | Added |
| Aurdan Capital Management, LLC | 7,584 | $2.83M | 0.72% | +656+9.5% | Added |
| Comprehensive Financial Planning, Inc. | 7,596 | $2.83M | 1.51% | −111−1.4% | Reduced |
| MB, Levis & Associates, LLC | 7,597 | $2.83M | 1.04% | −9−0.1% | Reduced |
| Navalign, LLC | 7,598 | $2.83M | 0.66% | +440+6.1% | Added |
| Legacy Financial Group LLC | 7,615 | $2.84M | 0.32% | −188−2.4% | Reduced |
| Adamsbrown Wealth Consultants LLC | 7,627 | $2.85M | 0.54% | +531+7.5% | Added |
| Tribridge Partners Financial LLC | 7,313 | $2.85M | 1.12% | −150−2.0% | Reduced |
| Townsend & Associates, Inc | 7,075 | $2.85M | 0.24% | −64−0.9% | Reduced |
| X-Square Capital, LLC | 7,640 | $2.85M | 0.72% | +1,145+17.6% | Added |
| Morangie Management LLC | 7,641 | $2.85M | 2.37% | −486−6.0% | Reduced |
| LongView Wealth Management | 7,648 | $2.85M | 0.73% | −1,201−13.6% | Reduced |
| Reliant Investment Partners, LLC | 7,650 | $2.85M | 1.94% | −62−0.8% | Reduced |
| Ifrah Financial Services, Inc. | 7,651 | $2.85M | 0.70% | −55−0.7% | Reduced |
| CWC Advisors, LLC. | 7,657 | $2.86M | 1.27% | −69−0.9% | Reduced |
| Oxinas Partners Wealth Management LLC | 7,660 | $2.86M | 1.13% | +175+2.3% | Added |
| Eagle Wealth Strategies LLC | 7,672 | $2.86M | 1.09% | +986+14.7% | Added |
| Wilson & Boucher Capital Management, LLC | 7,680 | $2.86M | 1.68% | −80−1.0% | Reduced |
| Worthington Financial Partners, LLC | 7,681 | $2.87M | 2.37% | +1,178+18.1% | Added |
| Mascoma Wealth Management LLC | 7,688 | $2.87M | 0.53% | −111−1.4% | Reduced |
| Nicholson Wealth Management Group, LLC | 7,695 | $2.87M | 1.70% | +4+0.1% | Added |
| Truepoint, Inc. | 7,696 | $2.87M | 0.06% | +418+5.7% | Added |
| Kohmann Bosshard Financial Services, LLC | 7,698 | $2.87M | 0.24% | −59−0.8% | Reduced |
| Owl Creek Wealth Partners LLC | 7,709 | $2.88M | 0.84% | +170+2.3% | Added |
| Northern Capital Management, Inc. | 7,711 | $2.88M | 1.23% | −109−1.4% | Reduced |
| SHUTTLEWORTH & Co | 7,716 | $2.88M | 2.30% | +470+6.5% | Added |
| M.E. Allison & Co., Inc. | 7,720 | $2.88M | 1.66% | +10+0.1% | Added |
| Fiducient Advisors LLC | 7,729 | $2.88M | 0.41% | −211−2.7% | Reduced |
| Lynx Capital Group Ltd | 7,742 | $2.89M | 1.17% | +344+4.6% | Added |
| Cherry Tree Wealth Management, LLC | 7,750 | $2.89M | 0.54% | −235−2.9% | Reduced |
| Sterneck Capital Management, LLC | 7,754 | $2.89M | 1.24% | −1,101−12.4% | Reduced |
| Vines Capital Management, LLC | 7,773 | $2.90M | 2.38% | −565−6.8% | Reduced |
| Oak Barrel Wealth Advisory LLC | 7,786 | $2.90M | 1.28% | +7,786 | New |
| Wolff Financial Management LLC | 7,792 | $2.91M | 0.58% | +1,299+20.0% | Added |
| McGuire Capital Advisors Inc | 7,793 | $2.91M | 1.59% | −8,693−52.7% | Reduced |
| Paul Damon & Associates, Inc. | 7,799 | $2.91M | 1.13% | −899−10.3% | Reduced |
| Disciplined Investors, L.L.C. | 7,802 | $2.91M | 1.46% | +1,850+31.1% | Added |
| Strata Wealth Advisors, LLC | 7,805 | $2.91M | 0.71% | −496−6.0% | Reduced |
| First Citizens Financial Corp | 7,806 | $2.91M | 1.22% | −285−3.5% | Reduced |
| GEM Asset Management, LLC | 7,812 | $2.91M | 1.15% | −2,388−23.4% | Reduced |
| Tableaux LLC | 7,816 | $2.92M | 1.23% | +39+0.5% | Added |
| Pacific Capital Partners Ltd | 7,820 | $2.92M | 2.52% | +4,053+107.6% | Added |
| Bluebird Wealth Management LLC | 7,828 | $2.92M | 2.53% | −382−4.7% | Reduced |
| Mainsail Asset Management, LLC | 7,423 | $2.92M | 1.15% | +240+3.3% | Added |
| Motive Wealth Advisors | 7,840 | $2.92M | 1.20% | −156−2.0% | Reduced |
| Advisory Solutions Group, LLC | 7,841 | $2.92M | 1.00% | +7,841 | New |
| Sankala Group LLC | 6,050 | $2.92M | 1.95% | +443+7.9% | Added |
| Aspen Capital Management, LLC | 7,846 | $2.93M | 0.65% | +120+1.6% | Added |
| Silvia McColl Wealth Management, LLC | 7,850 | $2.93M | 1.76% | −93−1.2% | Reduced |
| Pasadena Private Wealth, LLC | 7,864 | $2.93M | 0.38% | +919+13.2% | Added |
| Virtu Financial LLC | 7,874 | $2.94M | 0.09% | −34,191−81.3% | Reduced |
| Game Creek Capital, LP | 7,875 | $2.94M | 1.27% | −1,450−15.5% | Reduced |