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: 29 institutions have reported holding MSFT so far. See Q3 2026
- Institutional holders
- 6,249
- +95 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
- 229
- 3,211 more added
- Sold out
- 134
- 2,446 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 |
|---|---|---|---|---|---|
| Emprise Bank | 11,112 | $4.14M | 1.53% | −152−1.3% | Reduced |
| Green Ridge Wealth Planning LLC | 11,113 | $4.15M | 1.74% | +487+4.6% | Added |
| Wick Capital Partners, LLC | 11,118 | $4.15M | 0.63% | −193−1.7% | Reduced |
| Westview Management dba Westview Investment Advisors | 11,122 | $4.15M | 2.03% | +387+3.6% | Added |
| Hoxton Planning & Management, LLC | 11,127 | $4.15M | 1.08% | −157−1.4% | Reduced |
| Unique Wealth Strategies, LLC | 11,138 | $4.15M | 1.52% | +210+1.9% | Added |
| Lansing Street Advisors | 11,141 | $4.16M | 0.89% | +612+5.8% | Added |
| Bullock Wealth Management Group | 10,819 | $4.16M | 1.80% | −175−1.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 11,154 | $4.16M | 1.45% | −60−0.5% | Reduced |
| Ellis Investment Partners, LLC | 11,158 | $4.16M | 0.63% | +210+1.9% | Added |
| Baring Financial LLC | 11,162 | $4.16M | 2.30% | +841+8.1% | Added |
| Perkins Capital Management Inc | 11,173 | $4.17M | 3.29% | −242−2.1% | Reduced |
| Proathlete Wealth Management LLC | 11,182 | $4.17M | 1.03% | −143−1.3% | Reduced |
| Goldstone Financial Group, LLC | 11,190 | $4.17M | 0.38% | +45+0.4% | Added |
| Cahaba Wealth Management, Inc. | 11,195 | $4.18M | 0.25% | +118+1.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 11,195 | $4.18M | 0.39% | −258−2.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 11,199 | $4.18M | 3.31% | −132−1.2% | Reduced |
| Clarity Wealth Advisors, LLC | 11,209 | $4.18M | 0.74% | −33−0.3% | Reduced |
| Wall Street Financial Group, Inc. | 11,220 | $4.19M | 2.24% | +1,511+15.6% | Added |
| Arbor Trust Wealth Advisors, LLC | 11,232 | $4.19M | 1.69% | −422−3.6% | Reduced |
| Five Oceans Advisors | 11,239 | $4.19M | 1.35% | +112+1.0% | Added |
| Fortune Financial Advisors, LLC | 11,249 | $4.20M | 1.80% | +1,083+10.7% | Added |
| Alta Wealth Advisors LLC | 11,249 | $4.20M | 1.14% | −290−2.5% | Reduced |
| Dunhill Financial, LLC | 11,255 | $4.20M | 0.86% | +636+6.0% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 11,262 | $4.20M | 4.41% | −748−6.2% | Reduced |
| Conscious Wealth Investments, LLC | 10,566 | $4.20M | 2.16% | −262−2.4% | Reduced |
| Viewpoint Investment Partners Corp | 10,704 | $4.20M | 1.45% | +47+0.4% | Added |
| Advance Capital Management, Inc. | 11,275 | $4.21M | 0.14% | +1,470+15.0% | Added |
| Steadtrust LLC | 11,277 | $4.21M | 2.13% | −13−0.1% | Reduced |
| Insight Inv LLC | 11,286 | $4.21M | 1.98% | −167−1.5% | Reduced |
| Vista Investment Partners LLC | 11,289 | $4.21M | 1.06% | −152−1.3% | Reduced |
| TSFG, LLC | 11,292 | $4.21M | 0.53% | +28+0.2% | Added |
| Gs Investments, Inc. | 11,315 | $4.22M | 3.05% | −3,919−25.7% | Reduced |
| KWB Wealth | 11,315 | $4.22M | 0.36% | +329+3.0% | Added |
| Proffitt & Goodson Inc | 11,317 | $4.22M | 0.58% | +206+1.9% | Added |
| Riverbend Wealth Management, LLC | 11,320 | $4.22M | 2.15% | +1,553+15.9% | Added |
| Vista Cima Wealth Management LLC | 11,329 | $4.23M | 3.15% | +108+1.0% | Added |
| Ameliora Wealth Management Ltd. | 11,334 | $4.23M | 1.26% | −30.0% | Reduced |
| Gables Capital Management Inc. | 11,336 | $4.23M | 1.53% | −362−3.1% | Reduced |
| West Paces Advisors Inc. | 11,344 | $4.23M | 0.71% | +240+2.2% | Added |
| Jackson Wealth Management, LLC | 11,376 | $4.24M | 2.50% | −124,508−91.6% | Reduced |
| Novak & Powell Financial Services, Inc. | 11,378 | $4.24M | 2.00% | −64−0.6% | Reduced |
| Bolthouse Investments, LLC | 11,397 | $4.25M | 3.45% | +32+0.3% | Added |
| Keynote Financial Services LLC | 11,401 | $4.25M | 1.99% | +882+8.4% | Added |
| Fortis Group Advisors, LLC | 11,431 | $4.26M | 0.68% | −59−0.5% | Reduced |
| Robinswood Financial LLC | 11,432 | $4.26M | 1.22% | −127−1.1% | Reduced |
| Arch Global Advisors, LLC | 11,433 | $4.26M | 1.89% | −130−1.1% | Reduced |
| Ahara Advisors LLC | 11,436 | $4.27M | 2.88% | −747−6.1% | Reduced |
| TMB Capital Partners, LLC | 11,442 | $4.27M | 1.33% | −276−2.4% | Reduced |
| Vision Retirement, LLC | 11,444 | $4.27M | 1.03% | −250−2.1% | Reduced |
| Argyle Capital Partners, LLC | 11,456 | $4.27M | 2.69% | +690+6.4% | Added |
| Beech Hill Advisors, Inc. | 11,459 | $4.27M | 1.89% | +99+0.9% | Added |
| Bigelow Investment Advisors, LLC | 11,460 | $4.27M | 1.55% | +364+3.3% | Added |
| Sicart Associates LLC | 11,469 | $4.28M | 1.05% | +19+0.2% | Added |
| Vantus Wealth LLC | 11,479 | $4.28M | 2.30% | +11,479 | New |
| Financial Advisory Partners, LLC | 11,481 | $4.28M | 1.12% | −39−0.3% | Reduced |
| Stonebridge Financial Group, LLC | 11,483 | $4.28M | 0.59% | +11,483 | New |
| Legacy Capital Wealth Management, LLC | 11,483 | $4.28M | 1.99% | +370+3.3% | Added |
| KP Management LLC | 11,500 | $4.29M | 0.90% | 00.0% | Unchanged |
| William Mack & Associates, Inc. | 11,511 | $4.29M | 1.51% | +2,130+22.7% | Added |
| Hubbell Strickland Wealth Management, LLC | 11,516 | $4.30M | 1.55% | −40−0.3% | Reduced |
| Libra Wealth LLC | 11,520 | $4.30M | 1.10% | +473+4.3% | Added |
| Matauro, LLC | 11,532 | $4.30M | 0.57% | +967+9.2% | Added |
| Cahill Financial Advisors Inc | 11,545 | $4.31M | 0.41% | +206+1.8% | Added |
| StoryOne LLC | 11,546 | $4.31M | 2.04% | +11,546 | Added |
| Centurion Wealth Management LLC | 11,552 | $4.31M | 1.03% | +896+8.4% | Added |
| Pinnacle Holdings, LLC | 11,555 | $4.31M | 1.33% | −615−5.1% | Reduced |
| Provenance Wealth Advisors, LLC | 11,567 | $4.31M | 0.41% | +865+8.1% | Added |
| Peoples Bank | 11,569 | $4.32M | 4.19% | −103−0.9% | Reduced |
| Prostatis Group LLC | 11,570 | $4.32M | 1.01% | +1,225+11.8% | Added |
| PKS Advisory Services, LLC | 11,572 | $4.32M | 0.69% | +2,708+30.6% | Added |
| Summit Wealth & Retirement Planning, Inc. | 11,583 | $4.32M | 0.92% | −20−0.2% | Reduced |
| Crescent Sterling, Ltd. | 11,584 | $4.32M | 3.86% | +206+1.8% | Added |
| Benchmark Investment Advisors LLC | 11,600 | $4.33M | 1.90% | +839+7.8% | Added |
| Alliance Wealth Advisors, LLC | 11,626 | $4.34M | 0.82% | −1,261−9.8% | Reduced |
| Gallagher Capital Advisors, LLC | 11,633 | $4.34M | 2.52% | −113−1.0% | Reduced |
| K2 Principal Fund, L.P. | 11,638 | $4.34M | 0.40% | +5,638+94.0% | Added |
| Modus Advisors, LLC | 11,639 | $4.34M | 1.07% | −698−5.7% | Reduced |
| Fremen Capital Management LP | 11,645 | $4.34M | 3.81% | −17,818−60.5% | Reduced |
| Mountain Pacific Investment Advisers Inc | 11,669 | $4.35M | 0.69% | 00.0% | Unchanged |
| Northwest Wealth Advisors, LLC | 11,673 | $4.35M | 2.50% | +249+2.2% | Added |
| Barrier Capital Management, LLC | 11,686 | $4.36M | 3.19% | −10,480−47.3% | Reduced |
| TrustBank | 11,686 | $4.36M | 1.48% | −390−3.2% | Reduced |
| Action Point Financial Planning, LLC | 11,699 | $4.36M | 0.44% | +11,699 | New |
| Wittenberg Investment Management, Inc. | 11,695 | $4.36M | 1.49% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 11,698 | $4.36M | 3.39% | −72−0.6% | Reduced |
| Midwest Professional Planners, LTD. | 11,705 | $4.37M | 0.86% | −655−5.3% | Reduced |
| Abound Wealth Management | 11,734 | $4.38M | 0.87% | +3,334+39.7% | Added |
| Rooted Wealth Advisors, Inc. | 11,745 | $4.38M | 1.07% | +649+5.8% | Added |
| Impact Partnership Wealth, LLC | 11,747 | $4.38M | 0.43% | +1,043+9.7% | Added |
| Avantra Family Wealth, Inc. | 11,753 | $4.38M | 2.80% | +525+4.7% | Added |
| International Private Wealth Advisors LLC | 11,766 | $4.39M | 2.26% | +3,419+41.0% | Added |
| SLT Holdings LLC | 11,783 | $4.40M | 2.81% | −1,107−8.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 11,808 | $4.40M | 0.55% | +995+9.2% | Added |
| Advisors Management Group Inc | 11,811 | $4.41M | 0.73% | −991−7.7% | Reduced |
| Pine Harbor Wealth Management, LLC | 11,819 | $4.41M | 1.18% | +18+0.2% | Added |
| Anchor Bay Capital, Inc. | 8,717 | $4.41M | 2.38% | +8,717 | New |
| Bluedoor Private Wealth, LLC | 11,829 | $4.41M | 1.86% | +92+0.8% | Added |
| Pennington Partners & Co., LLC | 11,831 | $4.41M | 1.41% | +671+6.0% | Added |
| Richard W. Paul & Associates, LLC | 11,839 | $4.42M | 1.35% | +2,190+22.7% | Added |