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 |
|---|---|---|---|---|---|
| Clarkston Capital Partners, LLC | 8,628 | $3.22M | 0.27% | −983−10.2% | Reduced |
| Mma Asset Management LLC | 8,635 | $3.22M | 1.02% | +1,050+13.8% | Added |
| TD Capital Management LLC | 8,636 | $3.22M | 0.26% | −185−2.1% | Reduced |
| Oder Investment Management, LLC | 8,638 | $3.22M | 2.16% | +233+2.8% | Added |
| Sanchez Levi Garrett | 8,647 | $3.23M | 1.75% | +56+0.7% | Added |
| Diversified Investment Strategies, LLC | 8,657 | $3.23M | 2.09% | +100+1.2% | Added |
| Indiana Trust & Investment Management CO | 8,663 | $3.23M | 0.88% | −1,160−11.8% | Reduced |
| DMG Group, LLC | 8,664 | $3.23M | 2.21% | −1,200−12.2% | Reduced |
| Advisory Resource Group | 8,667 | $3.23M | 0.49% | +4,014+86.3% | Added |
| Guerra Pan Advisors, LLC | 8,685 | $3.24M | 1.81% | −829−8.7% | Reduced |
| West Bancorporation Inc | 8,703 | $3.25M | 1.39% | −480−5.2% | Reduced |
| Fca Corp | 8,719 | $3.25M | 0.80% | +516+6.3% | Added |
| Morey & Quinn Wealth Partners, LLC | 8,720 | $3.25M | 2.09% | −251−2.8% | Reduced |
| Providence Financial Advisors, LLC | 8,721 | $3.25M | 1.85% | −9−0.1% | Reduced |
| Guild Investment Management, Inc. | 8,735 | $3.26M | 2.23% | −129−1.5% | Reduced |
| Laraway Financial Inc | 8,758 | $3.27M | 1.98% | −238−2.6% | Reduced |
| Caerus Investment Advisors, LLC | 8,812 | $3.29M | 1.11% | +3,153+55.7% | Added |
| MN Wealth Advisors, LLC | 8,814 | $3.29M | 1.40% | +498+6.0% | Added |
| Meadow Creek Wealth Advisors LLC | 8,817 | $3.29M | 2.01% | −2,359−21.1% | Reduced |
| IAM Advisory, LLC | 8,822 | $3.29M | 0.64% | +298+3.5% | Added |
| Palisades Hudson Asset Management, L.P. | 8,844 | $3.30M | 1.15% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 8,856 | $3.30M | 1.81% | +6,916+356.5% | Added |
| Sage Private Wealth Group, LLC | 8,860 | $3.30M | 1.49% | +793+9.8% | Added |
| Forty-three Eighteen Advisors, LLC | 8,864 | $3.31M | 2.22% | +10+0.1% | Added |
| Aletheian Wealth Advisors LLC | 8,870 | $3.31M | 1.41% | +1,039+13.3% | Added |
| Sage Mountain Advisors LLC | 8,871 | $3.31M | 0.20% | +2,850+47.3% | Added |
| Silver Grove Financial Group, Inc. | 8,884 | $3.31M | 1.79% | +227+2.6% | Added |
| Eagle Bay Advisors LLC | 8,894 | $3.32M | 2.48% | +450+5.3% | Added |
| Fingerlakes Wealth Management, Inc. | 8,909 | $3.32M | 1.79% | +18+0.2% | Added |
| Athena Wealth Management, LLC | 8,913 | $3.32M | 2.47% | +5,213+140.9% | Added |
| Total Clarity Wealth Management, Inc. | 8,915 | $3.33M | 0.65% | −1,744−16.4% | Reduced |
| Rise Advisors, LLC | 8,922 | $3.33M | 0.94% | +296+3.4% | Added |
| Symphony Financial Services, Inc. | 8,923 | $3.33M | 1.50% | +758+9.3% | Added |
| Park Edge Advisors, LLC | 8,923 | $3.33M | 0.71% | +857+10.6% | Added |
| Lodestar Private Asset Management LLC | 8,923 | $3.33M | 0.29% | −528−5.6% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 8,928 | $3.33M | 2.33% | +804+9.9% | Added |
| Johnson Bixby & Associates, LLC | 8,932 | $3.33M | 0.37% | +279+3.2% | Added |
| Sunburst Financial Group, LLC | 8,941 | $3.34M | 0.56% | −21−0.2% | Reduced |
| Opal Wealth Advisors, LLC | 8,947 | $3.34M | 0.72% | +50+0.6% | Added |
| Pullen Investment Management, LLC | 8,951 | $3.34M | 1.55% | −36−0.4% | Reduced |
| Dara Capital US, Inc. | 8,969 | $3.34M | 2.31% | −6,585−42.3% | Reduced |
| HT Partners LLC | 8,968 | $3.35M | 0.93% | +8+0.1% | Added |
| Generation Capital Management LLC | 8,973 | $3.35M | 2.05% | +80+0.9% | Added |
| Sender Co & Partners, Inc. | 8,983 | $3.35M | 1.41% | +8,983 | New |
| Green Square Capital Advisors LLC | 8,984 | $3.35M | 0.31% | −772−7.9% | Reduced |
| Helios Capital Management Pte. Ltd | 9,000 | $3.36M | 3.28% | +9,000 | New |
| Patriot Investment Management Inc. | 9,003 | $3.36M | 0.19% | −191−2.1% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 9,006 | $3.36M | 0.50% | −297−3.2% | Reduced |
| Financial & Tax Architects, LLC | 9,012 | $3.36M | 0.71% | +192+2.2% | Added |
| Firestone Capital Management | 9,020 | $3.36M | 0.63% | +629+7.5% | Added |
| Pointe Capital Management LLC | 9,044 | $3.37M | 1.51% | +112+1.3% | Added |
| Salvus Wealth Management, LLC | 9,063 | $3.38M | 1.89% | −319−3.4% | Reduced |
| Affinity Investment Advisors, LLC | 9,070 | $3.38M | 1.72% | −371−3.9% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 9,085 | $3.39M | 0.84% | −133−1.4% | Reduced |
| First Dallas Securities Inc. | 9,100 | $3.39M | 1.12% | −1,572−14.7% | Reduced |
| Legacy Bridge, LLC | 9,117 | $3.40M | 1.05% | −7−0.1% | Reduced |
| CDM Financial Counseling Services, Inc. | 9,123 | $3.40M | 2.93% | −357−3.8% | Reduced |
| Centennial Wealth Advisory LLC | 9,128 | $3.41M | 0.74% | +480+5.6% | Added |
| Coyle Financial Counsel LLC | 9,134 | $3.41M | 0.62% | +154+1.7% | Added |
| Seascape Capital Management | 9,156 | $3.42M | 0.82% | +245+2.7% | Added |
| Westfuller Advisors, LLC | 9,159 | $3.42M | 1.24% | +3,091+50.9% | Added |
| Twin City Private Wealth, LLC | 9,160 | $3.42M | 2.40% | +69+0.8% | Added |
| Old North State Wealth Management, LLC | 9,132 | $3.42M | 1.46% | +217+2.4% | Added |
| Alken Asset Management Ltd. | 9,280 | $3.42M | 3.82% | +480+5.5% | Added |
| Audent Global Asset Management, LLC | 9,169 | $3.42M | 3.82% | −7,940−46.4% | Reduced |
| Fonville Wealth Management LLC | 9,182 | $3.42M | 0.56% | +258+2.9% | Added |
| Purewater Capital LLC | 9,196 | $3.43M | 2.48% | +7,068+332.1% | Added |
| HMS Capital Management, LLC | 9,202 | $3.43M | 1.28% | −529−5.4% | Reduced |
| Carr Financial Group Corp | 9,207 | $3.43M | 0.79% | −324−3.4% | Reduced |
| Invenio Wealth Partners LLC | 9,210 | $3.44M | 1.23% | −151−1.6% | Reduced |
| Waterway Wealth Management, LLC | 9,236 | $3.45M | 0.70% | −4,578−33.1% | Reduced |
| Garner Asset Management Corp | 9,240 | $3.45M | 1.12% | +196+2.2% | Added |
| First National Bank | 9,251 | $3.45M | 1.36% | −40−0.4% | Reduced |
| Rose Capital Advisors LLC | 9,253 | $3.45M | 1.85% | +9,253 | New |
| Fountainhead AM, LLC | 9,263 | $3.46M | 2.58% | +4,060+78.0% | Added |
| Cadent Capital Advisors, LLC | 9,269 | $3.46M | 0.72% | +154+1.7% | Added |
| Verde Capital Management | 9,279 | $3.46M | 0.64% | +1,030+12.5% | Added |
| Geremia Financial Services, LLC | 9,300 | $3.47M | 3.68% | −10,682−53.5% | Reduced |
| American Institute for Advanced Investment Management, LLP | 9,309 | $3.47M | 2.01% | +10+0.1% | Added |
| Campbell & CO Investment Adviser LLC | 9,334 | $3.48M | 0.18% | −12,365−57.0% | Reduced |
| XTX Topco Ltd | 9,340 | $3.48M | 0.05% | −10,245−52.3% | Reduced |
| Essential Investment Partners LLC | 9,349 | $3.49M | 2.80% | +221+2.4% | Added |
| Gordian Capital Singapore Pte Ltd | 7,886 | $3.49M | 6.00% | −646−7.6% | Reduced |
| Northwest Wealth Management, LLC | 9,371 | $3.50M | 0.46% | −541−5.5% | Reduced |
| N.E.W. Advisory Services LLC | 9,373 | $3.50M | 0.23% | +948+11.3% | Added |
| Centennial Bank | 9,391 | $3.50M | 1.13% | −219−2.3% | Reduced |
| Waycross Investment Management Co | 9,393 | $3.50M | 2.67% | +2,054+28.0% | Added |
| Accel Wealth Management | 9,394 | $3.50M | 0.79% | −101−1.1% | Reduced |
| Mascagni Wealth Management, Inc. | 9,406 | $3.51M | 2.18% | +51+0.5% | Added |
| Uniting Wealth Partners, LLC | 9,413 | $3.51M | 0.71% | −2,405−20.4% | Reduced |
| Ticino Wealth | 9,418 | $3.51M | 1.11% | +672+7.7% | Added |
| Riggs Asset Managment Co. Inc. | 9,429 | $3.52M | 0.63% | −665−6.6% | Reduced |
| Petersen Hastings Wealth Advisors Inc. | 9,432 | $3.52M | 0.30% | +2,164+29.8% | Added |
| Verity Asset Management, Inc. | 9,448 | $3.52M | 1.33% | +205+2.2% | Added |
| Phillips Wealth Planners LLC | 9,063 | $3.52M | 2.60% | +423+4.9% | Added |
| Broyhill Asset Management | 9,450 | $3.53M | 3.13% | +140+1.5% | Added |
| DB&C Advisors, LLC | 9,459 | $3.53M | 3.82% | +79+0.8% | Added |
| Northstar Financial Companies, Inc. | 9,473 | $3.53M | 2.38% | +472+5.2% | Added |
| Triton Wealth Management, PLLC | 9,223 | $3.54M | 1.09% | +949+11.5% | Added |
| Cora Capital Advisors LLC | 9,491 | $3.54M | 0.99% | +40.0% | Added |