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 |
|---|---|---|---|---|---|
| Alessandra Capital Management, LLC | 10,175 | $3.80M | 2.69% | −328−3.1% | Reduced |
| Cascade Wealth Advisors, Inc | 7,593 | $3.80M | 1.53% | −265−3.4% | Reduced |
| Seamount Financial Group Inc | 10,201 | $3.81M | 1.53% | −80−0.8% | Reduced |
| Outlook Wealth Advisors, LLC | 10,227 | $3.81M | 0.82% | −200−1.9% | Reduced |
| TKG Advisors, LLC | 10,225 | $3.81M | 1.32% | +8,641+545.5% | Added |
| Bullseye Investment Management, LLC | 10,242 | $3.82M | 1.88% | −793−7.2% | Reduced |
| James J. Burns & Company, LLC | 10,242 | $3.82M | 0.41% | −270−2.6% | Reduced |
| Promethos Capital, LLC | 10,245 | $3.82M | 1.05% | −10,540−50.7% | Reduced |
| Lynx Investment Advisory | 10,257 | $3.83M | 1.25% | +973+10.5% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 10,260 | $3.83M | 0.89% | −65−0.6% | Reduced |
| West Wealth Group, LLC | 10,271 | $3.83M | 0.63% | +320+3.2% | Added |
| Hillman Capital Management, Inc. | 10,296 | $3.84M | 2.78% | −532−4.9% | Reduced |
| Mainsail Financial Group, LLC | 10,304 | $3.84M | 1.31% | +925+9.9% | Added |
| Latko Wealth Management, Ltd. | 10,312 | $3.85M | 1.63% | +2,522+32.4% | Added |
| Cascade Investment Advisors, Inc. | 10,319 | $3.85M | 2.10% | +137+1.3% | Added |
| Baker Boyer National Bank | 10,352 | $3.86M | 1.06% | −10,159−49.5% | Reduced |
| Uhlmann Price Securities, LLC | 10,353 | $3.86M | 0.14% | +252+2.5% | Added |
| Whalen Wealth Management Inc. | 10,357 | $3.86M | 1.74% | −2,493−19.4% | Reduced |
| Firethorn Wealth Partners, LLC | 10,363 | $3.87M | 1.25% | +739+7.7% | Added |
| Alan B. Lancz & Associates, Inc. | 10,363 | $3.87M | 3.36% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 10,368 | $3.87M | 0.50% | −23,662−69.5% | Reduced |
| Milestone Asset Management, LLC | 10,371 | $3.87M | 0.61% | +607+6.2% | Added |
| Sulzberger Capital Advisors, Inc. | 10,378 | $3.87M | 3.78% | −667−6.0% | Reduced |
| S Harris Financial Group, LLC | 10,384 | $3.87M | 3.00% | +152+1.5% | Added |
| Global Trust Asset Management, LLC | 10,385 | $3.87M | 1.21% | −3,564−25.6% | Reduced |
| Signet Private Wealth LLC | 10,430 | $3.89M | 3.10% | +865+9.0% | Added |
| Taylor & Morgan Wealth Management, LLC | 10,431 | $3.89M | 1.92% | −571−5.2% | Reduced |
| Eagle Bluffs Wealth Management LLC | 10,432 | $3.89M | 1.30% | +478+4.8% | Added |
| Patrick M Sweeney & Associates, Inc | 10,435 | $3.89M | 2.24% | +139+1.4% | Added |
| Rogco, LP | 10,438 | $3.89M | 1.19% | +160+1.6% | Added |
| CLG LLC | 10,439 | $3.89M | 0.86% | −139−1.3% | Reduced |
| Conway Capital Management, Inc. | 10,445 | $3.90M | 1.73% | −1,375−11.6% | Reduced |
| Richard P Slaughter Associates Inc | 10,451 | $3.90M | 0.77% | −544−4.9% | Reduced |
| Brady Martz Wealth Solutions, LLC | 10,451 | $3.90M | 0.59% | +353+3.5% | Added |
| Gordian Advisors LLC | 10,457 | $3.90M | 2.29% | +20.0% | Added |
| Access Financial Services, Inc. | 10,466 | $3.90M | 1.28% | −485−4.4% | Reduced |
| Luts & Greenleigh Group, Inc | 10,466 | $3.90M | 2.95% | +126+1.2% | Added |
| Verum Partners LLC | 10,473 | $3.91M | 0.59% | +1,581+17.8% | Added |
| Torrey Growth & Income Advisors | 10,540 | $3.91M | 1.33% | +513+5.1% | Added |
| Baron Wealth Management LLC | 10,478 | $3.91M | 1.01% | +1,725+19.7% | Added |
| Genus Capital Management Inc. | 10,479 | $3.91M | 0.38% | +412+4.1% | Added |
| Arbor Investment Advisors, LLC | 10,485 | $3.91M | 0.44% | +2,963+39.4% | Added |
| Mayport, LLC | 10,509 | $3.92M | 0.61% | +1,823+21.0% | Added |
| Brucke Financial, Inc. | 10,517 | $3.92M | 1.74% | +1,193+12.8% | Added |
| TCFG Investment Advisors, LLC | 10,534 | $3.93M | 1.32% | −482−4.4% | Reduced |
| Great Point Wealth Advisors, LLC | 10,545 | $3.93M | 0.64% | +97+0.9% | Added |
| Prescott Group Capital Management, L.L.C. | 10,562 | $3.94M | 0.34% | +5,024+90.7% | Added |
| AGH Wealth Advisors, LLC | 10,564 | $3.94M | 2.49% | +99+0.9% | Added |
| Dudley & Shanley, Inc. | 10,569 | $3.94M | 0.60% | 00.0% | Unchanged |
| Seven Mile Advisory | 10,570 | $3.94M | 2.65% | −1,421−11.9% | Reduced |
| 17 Capital Partners, LLC | 10,574 | $3.94M | 1.79% | −101−0.9% | Reduced |
| Shelter Rock Management, LLC | 10,585 | $3.95M | 3.83% | −3,189−23.2% | Reduced |
| NWM Advisors, LLC | 10,588 | $3.95M | 3.11% | +680+6.9% | Added |
| McLaughlin Asset Management, Inc. | 10,599 | $3.95M | 2.72% | +4,197+65.6% | Added |
| Crew Capital Management, Ltd. | 10,616 | $3.96M | 2.16% | +478+4.7% | Added |
| Montis Financial, LLC | 10,621 | $3.96M | 0.81% | +787+8.0% | Added |
| Advus Financial Partners, LLC | 10,625 | $3.96M | 0.90% | −316−2.9% | Reduced |
| Veracity Capital LLC | 10,658 | $3.98M | 1.07% | −195−1.8% | Reduced |
| Midwest Financial Group LLC | 10,663 | $3.98M | 1.40% | +640+6.4% | Added |
| Chiron Capital Management, LLC | 10,671 | $3.98M | 3.57% | −355−3.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 10,679 | $3.98M | 0.61% | −190−1.7% | Reduced |
| Orion Capital Management LLC | 10,682 | $3.98M | 1.24% | −201−1.8% | Reduced |
| Davidson Kahn Capital Management, LLC | 10,685 | $3.99M | 1.71% | +1,200+12.7% | Added |
| PAX Financial Group, LLC | 10,690 | $3.99M | 0.59% | +835+8.5% | Added |
| Mendel Capital Management LLC | 10,694 | $3.99M | 1.80% | −11−0.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 10,696 | $3.99M | 0.77% | +742+7.5% | Added |
| Integrated Financial Solutions, Inc. | 10,709 | $3.99M | 2.16% | +368+3.6% | Added |
| bLong Financial, LLC | 10,717 | $4.00M | 2.60% | −15−0.1% | Reduced |
| Curtis Advisory Group, LLC | 10,722 | $4.00M | 0.78% | −256−2.3% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 10,728 | $4.00M | 1.40% | −2,873−21.1% | Reduced |
| Granite Islands Private Wealth, LLC | 10,766 | $4.00M | 2.96% | +197+1.9% | Added |
| Financial Council Asset Management Inc | 10,741 | $4.01M | 1.30% | +17+0.2% | Added |
| Integrity Financial Corp | 10,750 | $4.01M | 1.92% | −3,640−25.3% | Reduced |
| Black Diamond Financial, LLC | 10,753 | $4.01M | 0.35% | +112+1.1% | Added |
| Ellenbecker Investment Group | 10,768 | $4.02M | 0.47% | −297−2.7% | Reduced |
| Clark Financial Services Group Inc | 10,770 | $4.02M | 1.90% | +695+6.9% | Added |
| Arcataur Capital Management LLC | 10,782 | $4.02M | 1.00% | −50−0.5% | Reduced |
| GraniteShares Advisors LLC | 10,785 | $4.02M | 2.59% | −1,026−8.7% | Reduced |
| Lawood & Co | 10,816 | $4.03M | 2.73% | +39+0.4% | Added |
| Affiance Financial, LLC | 10,818 | $4.04M | 0.58% | −115−1.1% | Reduced |
| Lumbard & Kellner, LLC | 10,847 | $4.05M | 1.23% | +396+3.8% | Added |
| Hara Capital LLC | 10,854 | $4.05M | 2.14% | 00.0% | Unchanged |
| Ti-Trust, Inc | 10,865 | $4.05M | 2.18% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 10,866 | $4.05M | 3.02% | +377+3.6% | Added |
| EJMK Ventures LLC | 10,876 | $4.06M | 1.84% | +1,407+14.9% | Added |
| Goepper Burkhardt LLC | 10,896 | $4.06M | 1.22% | −1,418−11.5% | Reduced |
| Rialto Wealth Management, LLC | 10,935 | $4.08M | 0.81% | −150−1.4% | Reduced |
| ORG Wealth Partners, LLC | 10,941 | $4.08M | 0.61% | −366−3.2% | Reduced |
| Beirne Wealth Consulting Services, LLC | 10,962 | $4.09M | 0.81% | +923+9.2% | Added |
| Aire Advisors, LLC | 10,965 | $4.09M | 0.67% | −202−1.8% | Reduced |
| Horizon Wealth Management, LLC | 10,966 | $4.09M | 0.52% | +35+0.3% | Added |
| Pinnacle West Asset Management, Inc. | 10,975 | $4.09M | 2.83% | −12,645−53.5% | Reduced |
| TradeWell Securities, LLC. | 10,981 | $4.10M | 1.46% | +827+8.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 11,000 | $4.10M | 1.91% | −3,500−24.1% | Reduced |
| Wealth Quarterback LLC | 11,007 | $4.11M | 1.27% | +284+2.6% | Added |
| Hill Island Financial LLC | 11,016 | $4.11M | 0.88% | +859+8.5% | Added |
| Cacti Asset Management LLC | 11,043 | $4.12M | 0.21% | +113+1.0% | Added |
| Brendel Financial Advisors LLC | 11,056 | $4.12M | 1.91% | +143+1.3% | Added |
| Marshall Financial Group LLC | 11,064 | $4.13M | 0.60% | +604+5.8% | Added |
| Financial Solutions Advisory Group, Inc. | 10,774 | $4.14M | 0.52% | +198+1.9% | Added |