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
Q3 2026 data is still coming in: 16 institutions have reported holding MSFT so far. See Q3 2026
- 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Birchbrook, Inc. | 7,876 | $2.94M | 1.38% | +769+10.8% | Added |
| Silverleafe Capital Partners, LLC | 7,877 | $2.94M | 0.80% | +20.0% | Added |
| Optimas Capital Ltd | 7,880 | $2.94M | 4.52% | +7,880 | New |
| Ridgewood Investments LLC | 7,895 | $2.95M | 1.10% | +1,129+16.7% | Added |
| Parkwoods Wealth Partners, LLC | 7,895 | $2.95M | 0.47% | +2,674+51.2% | Added |
| Human Investing LLC | 7,906 | $2.95M | 0.38% | −573−6.8% | Reduced |
| NorthStar Asset Management LLC | 7,913 | $2.95M | 1.20% | +121+1.6% | Added |
| Stonebridge Financial Group, LLC | 7,916 | $2.95M | 1.96% | +449+6.0% | Added |
| Fielder Capital Group LLC | 7,920 | $2.95M | 0.64% | −244−3.0% | Reduced |
| Barrett & Company, Inc. | 7,927 | $2.96M | 0.83% | +505+6.8% | Added |
| Walled Lake Planning & Wealth Management, LLC | 7,929 | $2.96M | 0.75% | +46+0.6% | Added |
| Marin Bay Wealth Advisors, LLC | 7,947 | $2.96M | 1.59% | −966−10.8% | Reduced |
| Foguth Wealth Management, LLC. | 7,379 | $2.97M | 0.34% | +220+3.1% | Added |
| Minot DeBlois Advisors LLC | 7,958 | $2.97M | 2.55% | +96+1.2% | Added |
| Aua Capital Management, LLC | 7,959 | $2.97M | 1.38% | 00.0% | Unchanged |
| Sanchez Gaunt Capital Management, LLC | 7,973 | $2.97M | 1.66% | +71+0.9% | Added |
| Grace & White Inc | 7,975 | $2.97M | 0.47% | 00.0% | Unchanged |
| MKT Advisors LLC | 7,651 | $2.98M | 0.92% | −613−7.4% | Reduced |
| Farrow Financial Inc. | 7,981 | $2.98M | 1.59% | −387−4.6% | Reduced |
| Vance Wealth, Inc. | 8,011 | $2.99M | 0.67% | +2,364+41.9% | Added |
| Illumine Investment Management, LLC | 0 | $2.99M | 1.95% | −6,224−100.0% | Reduced |
| White Lighthouse Investment Management Inc. | 8,014 | $2.99M | 0.37% | −870−9.8% | Reduced |
| Cornerstone Select Advisors, LLC | 8,019 | $2.99M | 1.26% | +846+11.8% | Added |
| Financial Consulate, Inc | 8,020 | $2.99M | 0.33% | −60−0.7% | Reduced |
| Gould Asset Management LLC | 8,026 | $2.99M | 0.47% | −326−3.9% | Reduced |
| Carrera Capital Advisors | 8,054 | $3.00M | 0.45% | +816+11.3% | Added |
| Allium Financial Advisors, LLC | 8,056 | $3.00M | 1.97% | +63+0.8% | Added |
| Private Client Services, LLC | 8,061 | $3.01M | 0.79% | −298−3.6% | Reduced |
| Wilian Securities, LLC | 8,061 | $3.01M | 1.78% | +3,732+86.2% | Added |
| Kerrisdale Advisers, LLC | 8,062 | $3.01M | 0.75% | −4,300−34.8% | Reduced |
| Morris Retirement Advisors, LLC | 8,101 | $3.02M | 1.10% | −4,697−36.7% | Reduced |
| DecisionMap Wealth Management, LLC | 8,105 | $3.02M | 1.69% | +490+6.4% | Added |
| Encompass More Asset Management | 8,106 | $3.02M | 0.44% | −475−5.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 8,116 | $3.03M | 1.13% | +77+1.0% | Added |
| Fidelity D & D Bancorp Inc | 8,119 | $3.03M | 1.04% | +340+4.4% | Added |
| Fortress Wealth Group, LLC | 7,947 | $3.03M | 1.05% | +385+5.1% | Added |
| Aperture Investors, LLC | 8,143 | $3.04M | 0.32% | 00.0% | Unchanged |
| Alexander Randolph Advisory, Inc. | 8,143 | $3.04M | 2.50% | +1,341+19.7% | Added |
| Challenger Wealth Management | 8,156 | $3.04M | 2.24% | −261−3.1% | Reduced |
| Sutton Place Investors LLC | 8,158 | $3.04M | 1.47% | +233+2.9% | Added |
| LeConte Wealth Management, LLC | 8,167 | $3.05M | 1.66% | +252+3.2% | Added |
| Professional Financial Advisors, LLC | 8,170 | $3.05M | 0.53% | +657+8.7% | Added |
| Oliver Luxxe Assets LLC | 8,185 | $3.05M | 0.45% | +50+0.6% | Added |
| Argo Wealth Advisory, LLC | 8,193 | $3.06M | 1.69% | −64−0.8% | Reduced |
| Olistico Wealth, LLC | 8,203 | $3.06M | 1.31% | −334−3.9% | Reduced |
| Millington Financial Advisors, LLC | 7,796 | $3.07M | 1.21% | +49+0.6% | Added |
| Carson Advisory Inc. | 8,261 | $3.08M | 1.42% | +206+2.6% | Added |
| Rockbridge Investment Management, LCC | 8,291 | $3.09M | 0.25% | +15+0.2% | Added |
| Pecaut & Co. | 8,301 | $3.10M | 0.94% | −35−0.4% | Reduced |
| Cim, LLC | 8,303 | $3.10M | 0.40% | −1,350−14.0% | Reduced |
| BankPlus Wealth Management LLC | 8,305 | $3.10M | 1.39% | +274+3.4% | Added |
| Rede Wealth, LLC | 8,309 | $3.10M | 1.03% | +19+0.2% | Added |
| Clarus Wealth Advisors | 8,087 | $3.10M | 1.19% | +1,202+17.5% | Added |
| Pacific Point Advisors, LLC | 8,313 | $3.10M | 1.42% | −787−8.6% | Reduced |
| Burton Enright Welch | 8,319 | $3.10M | 0.36% | −110−1.3% | Reduced |
| First National Bank Sioux Falls | 7,384 | $3.10M | 0.85% | 00.0% | Unchanged |
| Sun Financial Inc | 6,133 | $3.10M | 1.46% | +785+14.7% | Added |
| BluePath Capital Management, LLC | 8,322 | $3.10M | 1.70% | +353+4.4% | Added |
| National Wealth Management Group, LLC | 8,332 | $3.11M | 0.96% | −2,057−19.8% | Reduced |
| Advisor Resource Council | 8,066 | $3.11M | 1.04% | +181+2.3% | Added |
| Financial Life Planners | 8,344 | $3.11M | 2.00% | −256−3.0% | Reduced |
| Intrinsic Value Partners, LLC | 8,347 | $3.11M | 2.13% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 8,349 | $3.11M | 1.19% | +20.0% | Added |
| New Wave Wealth Advisors LLC | 8,358 | $3.12M | 0.85% | +782+10.3% | Added |
| Dougherty & Associates, LLC | 8,365 | $3.12M | 2.50% | −860−9.3% | Reduced |
| New Capital Management LP | 8,369 | $3.12M | 0.71% | +29+0.3% | Added |
| Ameriflex Group, Inc. | 8,385 | $3.13M | 1.28% | −1,144−12.0% | Reduced |
| Indie Asset Partners, LLC | 8,386 | $3.13M | 3.00% | +222+2.7% | Added |
| Steinberganna Wealth Management | 8,390 | $3.13M | 1.27% | −715−7.9% | Reduced |
| Axiom Investment Management LLC | 8,406 | $3.14M | 2.10% | −87−1.0% | Reduced |
| Seneschal Advisors, LLC | 8,407 | $3.14M | 2.15% | −73−0.9% | Reduced |
| Trevian Wealth Management LLC | 8,424 | $3.14M | 1.34% | +134+1.6% | Added |
| S&T Bank | 8,428 | $3.14M | 0.94% | −909−9.7% | Reduced |
| Horst & Graben Wealth Management LLC | 8,185 | $3.15M | 0.41% | +317+4.0% | Added |
| Rinkey Investments | 8,439 | $3.15M | 0.74% | +577+7.3% | Added |
| Milestone Asset Management Group, LLC | 8,441 | $3.15M | 1.59% | −187−2.2% | Reduced |
| Gen-Wealth Partners Inc | 8,442 | $3.15M | 0.88% | +327+4.0% | Added |
| Tactive Advisors, LLC | 8,442 | $3.15M | 0.78% | +321+4.0% | Added |
| Bellwether Advisors, LLC | 8,465 | $3.16M | 0.47% | −1,235−12.7% | Reduced |
| Grange Capital, LLC | 8,472 | $3.16M | 2.91% | +583+7.4% | Added |
| TPG Advisors LLC | 8,473 | $3.16M | 1.73% | +149+1.8% | Added |
| Unique Wealth, LLC | 8,479 | $3.16M | 0.37% | −697−7.6% | Reduced |
| Ariadne Wealth Management, LP | 8,486 | $3.17M | 1.40% | −1,995−19.0% | Reduced |
| Empire Financial Management Company, LLC | 8,504 | $3.17M | 1.26% | −16,712−66.3% | Reduced |
| BAM Wealth Management, LLC | 8,505 | $3.17M | 1.98% | +556+7.0% | Added |
| SJS Investment Consulting Inc. | 8,518 | $3.18M | 0.35% | +247+3.0% | Added |
| CTC Alternative Strategies, Ltd. | 8,520 | $3.18M | 4.58% | +8,520 | New |
| Dba Trading, LLC | 8,600 | $3.18M | 1.60% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 8,542 | $3.19M | 1.08% | −9−0.1% | Reduced |
| Flatrock Wealth Partners LLC | 8,543 | $3.19M | 1.25% | −69−0.8% | Reduced |
| Westhampton Capital, LLC | 8,545 | $3.19M | 1.32% | −78−0.9% | Reduced |
| Warwick Investment Management, Inc. | 8,563 | $3.19M | 0.36% | +296+3.6% | Added |
| Hilton Head Capital Partners, LLC | 8,580 | $3.20M | 1.61% | −154−1.8% | Reduced |
| Amplius Wealth Advisors, LLC | 8,583 | $3.20M | 0.23% | +1,202+16.3% | Added |
| FDx Advisors, Inc. | 8,585 | $3.20M | 0.97% | −160−1.8% | Reduced |
| Element Squared LLC | 8,590 | $3.20M | 1.59% | +8,590 | New |
| Mfg Wealth Management, Inc. | 8,600 | $3.21M | 2.29% | +5,594+186.1% | Added |
| Talisman Wealth Advisors LLC | 8,604 | $3.21M | 2.47% | −112−1.3% | Reduced |
| Well Done, LLC | 8,609 | $3.21M | 0.43% | −949−9.9% | Reduced |
| Balance Wealth, LLC | 8,625 | $3.22M | 0.86% | +316+3.8% | Added |