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 |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 9,501 | $3.54M | 0.71% | +816+9.4% | Added |
| 49 Wealth Management, LLC | 9,511 | $3.55M | 0.68% | −5,180−35.3% | Reduced |
| Alongside, LLC | 9,511 | $3.55M | 0.68% | +9,511 | New |
| Ascension Capital Advisors, Inc. | 9,511 | $3.55M | 1.00% | −38−0.4% | Reduced |
| RD Lewis Holdings, Inc. | 7,082 | $3.55M | 2.64% | +440+6.6% | Added |
| Port Capital LLC | 9,532 | $3.56M | 0.15% | −765−7.4% | Reduced |
| Elmwood Wealth Management, Inc. | 9,535 | $3.56M | 0.89% | +89+0.9% | Added |
| Tortoise Investment Management, LLC | 9,549 | $3.56M | 0.27% | +51+0.5% | Added |
| Signature Equity Partners, LLC | 9,559 | $3.57M | 1.64% | +3,051+46.9% | Added |
| Islay Capital Management, LLC | 9,561 | $3.57M | 1.68% | +816+9.3% | Added |
| FSA Advisors, Inc. | 9,547 | $3.57M | 1.64% | +9,547 | New |
| Custom Index Systems, LLC | 9,590 | $3.58M | 1.29% | −573−5.6% | Reduced |
| Samjo Management, LLC | 9,590 | $3.58M | 1.22% | +5,940+162.7% | Added |
| Viewpoint Capital Management LLC | 9,598 | $3.58M | 1.82% | −3,971−29.3% | Reduced |
| Catalyst Capital Advisors LLC | 9,603 | $3.58M | 0.06% | −186−1.9% | Reduced |
| Virtue Asset Management LLC | 9,604 | $3.58M | 2.52% | −1,849−16.1% | Reduced |
| Aldebaran Financial Inc. | 9,609 | $3.58M | 2.91% | +352+3.8% | Added |
| Haven Capital Group, Inc. | 9,612 | $3.59M | 2.88% | +1,645+20.6% | Added |
| Front Street Capital Management, Inc. | 9,485 | $3.59M | 0.41% | −44−0.5% | Reduced |
| Gilbert & Cook, Inc. | 9,618 | $3.59M | 0.41% | −26−0.3% | Reduced |
| VELA Investment Management, LLC | 9,618 | $3.59M | 0.88% | +419+4.6% | Added |
| Evergreen Wealth Management, LLC | 9,626 | $3.59M | 1.68% | +1,777+22.6% | Added |
| Bosman Wealth Management, LLC | 9,638 | $3.60M | 2.23% | −1,033−9.7% | Reduced |
| Legacy Financial Strategies, LLC | 9,638 | $3.60M | 0.56% | −750−7.2% | Reduced |
| BTG Pactual Asset Management US LLC | 9,648 | $3.60M | 0.27% | −8,584−47.1% | Reduced |
| AXS Investments LLC | 9,648 | $3.60M | 1.02% | −706−6.8% | Reduced |
| Black Maple Capital Management LP | 9,656 | $3.60M | 2.42% | +2,550+35.9% | Added |
| Exchange Bank | 9,663 | $3.60M | 2.24% | −273−2.7% | Reduced |
| Valtinson Bruner Financial Planning LLC | 9,665 | $3.61M | 0.90% | +402+4.3% | Added |
| Owen LaRue, LLC | 9,667 | $3.61M | 1.26% | +59+0.6% | Added |
| Hexagon Capital Partners LLC | 9,668 | $3.61M | 0.51% | +298+3.2% | Added |
| Rbo & Co LLC | 9,670 | $3.61M | 0.57% | −65−0.7% | Reduced |
| PFW Advisors LLC | 9,690 | $3.61M | 1.05% | +1,054+12.2% | Added |
| Asset Advisory Group, Inc. | 9,691 | $3.62M | 1.58% | −21−0.2% | Reduced |
| Elm3 Financial Group, LLC | 9,693 | $3.62M | 2.48% | −286−2.9% | Reduced |
| Strive Financial Group ,LLC | 9,697 | $3.62M | 1.57% | −2,948−23.3% | Reduced |
| Fairscale Capital, LLC | 9,699 | $3.62M | 2.16% | +30+0.3% | Added |
| Emissary Wealth LLC | 9,706 | $3.62M | 2.76% | +620+6.8% | Added |
| Flagship Capital Management Inc. | 9,709 | $3.62M | 2.29% | +838+9.4% | Added |
| OneAscent Family Office, LLC | 9,709 | $3.62M | 1.83% | +1,826+23.2% | Added |
| Tenet Wealth Partners, LLC | 9,316 | $3.62M | 2.70% | +9,316 | New |
| DCF Advisers, LLC | 9,725 | $3.63M | 0.95% | +8,225+548.3% | Added |
| Satovsky Asset Management LLC | 9,738 | $3.63M | 0.58% | +24+0.2% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 9,740 | $3.63M | 1.01% | −484−4.7% | Reduced |
| Massachusetts Wealth Management | 9,749 | $3.64M | 1.39% | +10+0.1% | Added |
| Cross Staff Investments Inc | 9,767 | $3.64M | 2.17% | +19+0.2% | Added |
| Diversified Management Inc | 9,768 | $3.64M | 0.78% | −4,855−33.2% | Reduced |
| Kane Investment Management, Inc. | 9,778 | $3.65M | 1.55% | −1,055−9.7% | Reduced |
| St. Nicholas Private Asset Management, Inc | 9,780 | $3.65M | 3.18% | +566+6.1% | Added |
| Journey Retirement Planning & Investment Management LLC | 9,780 | $3.65M | 2.84% | +917+10.3% | Added |
| D.B. Root & Company, LLC | 9,790 | $3.65M | 0.78% | −50−0.5% | Reduced |
| Hikari Tsushin, Inc. | 9,794 | $3.65M | 0.24% | 00.0% | Unchanged |
| Kazazian Asset Management, LLC | 9,796 | $3.65M | 3.28% | +9,796 | New |
| Marest Capital, LLC | 9,811 | $3.66M | 1.82% | −1,034−9.5% | Reduced |
| Willner & Heller, LLC | 9,813 | $3.66M | 2.29% | +621+6.8% | Added |
| Detalus Advisors, LLC | 9,821 | $3.66M | 0.71% | −42−0.4% | Reduced |
| Prentice Wealth Management LLC | 9,837 | $3.67M | 0.76% | +482+5.2% | Added |
| Beacon Capital Management, LLC | 9,838 | $3.67M | 0.54% | −653−6.2% | Reduced |
| Athena Investment Management | 9,851 | $3.67M | 2.18% | −4,073−29.3% | Reduced |
| Rockingstone Advisors LLC | 9,864 | $3.68M | 1.48% | +87+0.9% | Added |
| Safeguard Investment Advisory Group, LLC | 9,873 | $3.68M | 0.85% | +1,348+15.8% | Added |
| Birch Financial Group, LLC | 9,875 | $3.68M | 1.89% | −453−4.4% | Reduced |
| Channing Global Advisors, LLC | 9,877 | $3.68M | 1.91% | −6,127−38.3% | Reduced |
| Farrell Financial LLC | 9,878 | $3.68M | 1.99% | +320+3.3% | Added |
| AXA S.A. | 11,305 | $3.69M | 4.29% | −10,075−47.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 9,903 | $3.69M | 1.33% | +21+0.2% | Added |
| Oak Harbor Wealth Partners, LLC | 9,912 | $3.70M | 1.38% | −3,339−25.2% | Reduced |
| Tectonic Advisors LLC | 9,917 | $3.70M | 0.18% | +1,604+19.3% | Added |
| CKW Financial Group | 9,636 | $3.70M | 0.36% | +141+1.5% | Added |
| Petros Family Wealth, LLC | 9,937 | $3.71M | 2.27% | +234+2.4% | Added |
| Hidden Cove Wealth Management, LLC | 9,948 | $3.71M | 2.04% | +959+10.7% | Added |
| Guardian Investment Management | 9,963 | $3.72M | 2.54% | +119+1.2% | Added |
| Capstone Triton Financial Group, LLC | 9,977 | $3.72M | 2.14% | +9,977 | New |
| Corps Capital Advisors, LLC | 9,977 | $3.72M | 3.00% | −1,025−9.3% | Reduced |
| Woodward Diversified Capital, LLC | 9,988 | $3.73M | 1.64% | +228+2.3% | Added |
| LJI Wealth Management, LLC | 9,994 | $3.73M | 0.52% | +1,081+12.1% | Added |
| Pacific Asset Management, LLC | 9,999 | $3.73M | 1.83% | +330+3.4% | Added |
| Aull & Monroe Investment Management Corp | 10,013 | $3.74M | 1.56% | +120+1.2% | Added |
| Hobart Private Capital, LLC | 10,015 | $3.74M | 0.64% | −800−7.4% | Reduced |
| Atala Financial Inc | 10,016 | $3.74M | 2.28% | +240+2.5% | Added |
| Heartwood Wealth Advisors LLC | 10,026 | $3.74M | 0.29% | +392+4.1% | Added |
| Alliance Wealth Advisors, LLC | 10,027 | $3.74M | 1.49% | +136+1.4% | Added |
| LifeWealth Investments, LLC | 10,033 | $3.74M | 1.00% | +104+1.0% | Added |
| Garrett Wealth Advisory Group, LLC | 10,037 | $3.74M | 0.58% | +304+3.1% | Added |
| Wealth Intelligence, LLC | 10,037 | $3.74M | 1.74% | +794+8.6% | Added |
| Smith Thornton Advisors LLC | 9,587 | $3.75M | 1.65% | +1,119+13.2% | Added |
| BigSur Wealth Management LLC | 10,049 | $3.75M | 0.90% | +1,199+13.5% | Added |
| Quad-Cities Investment Group, LLC | 10,050 | $3.75M | 1.35% | −686−6.4% | Reduced |
| New Covenant Trust Company, N.A. | 10,060 | $3.75M | 2.83% | +610+6.5% | Added |
| Wulff, Hansen & Co. | 10,068 | $3.76M | 2.88% | +653+6.9% | Added |
| GLR Partners, LLC | 10,080 | $3.76M | 1.75% | +301+3.1% | Added |
| Atlas Capital Advisors LLC | 10,093 | $3.76M | 0.41% | −21,275−67.8% | Reduced |
| Davis Investment Partners, LLC | 10,118 | $3.77M | 1.15% | +17+0.2% | Added |
| Paragon Financial Partners, Inc. | 8,129 | $3.78M | 2.03% | +449+5.8% | Added |
| Net Worth Advisory Group | 10,133 | $3.78M | 0.95% | −4,777−32.0% | Reduced |
| Lighthouse Financial LLC | 10,146 | $3.78M | 1.96% | −31−0.3% | Reduced |
| Panoramic Capital Partners, LLC | 10,149 | $3.79M | 1.79% | −7,004−40.8% | Reduced |
| Kelly Financial Group LLC | 10,150 | $3.79M | 0.84% | +43+0.4% | Added |
| Smith Shellnut Wilson LLC | 10,152 | $3.79M | 1.41% | −129−1.3% | Reduced |
| Ridge Creek Global, Inc | 10,169 | $3.79M | 2.95% | −345−3.3% | Reduced |