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 |
|---|---|---|---|---|---|
| Heritage Family Offices, LLP | 11,842 | $4.42M | 1.71% | +884+8.1% | Added |
| Pacific Excel Wealth Advisors, Inc. | 11,842 | $4.42M | 1.71% | +8,885+300.5% | Added |
| Taylor Hoffman Capital Management LLC | 11,844 | $4.42M | 1.07% | +589+5.2% | Added |
| Samara Investment Management, LLC | 11,845 | $4.42M | 4.07% | −3,288−21.7% | Reduced |
| Silver Lake Advisory, LLC | 11,849 | $4.42M | 1.58% | −328−2.7% | Reduced |
| Empirical Asset Management, LLC | 11,857 | $4.42M | 1.00% | −1,990−14.4% | Reduced |
| Cladis Investment Advisory, LLC | 11,911 | $4.44M | 2.08% | +538+4.7% | Added |
| Elevation Wealth Management LLC | 11,921 | $4.45M | 3.33% | +1,189+11.1% | Added |
| Planning Alternatives Ltd | 11,924 | $4.45M | 0.48% | +2,233+23.0% | Added |
| One Day In July LLC | 11,932 | $4.45M | 0.31% | +702+6.3% | Added |
| Successful Portfolios LLC | 11,572 | $4.45M | 2.08% | −85−0.7% | Reduced |
| Midwest Financial Partners Investments, Inc. | 11,942 | $4.45M | 1.85% | −534−4.3% | Reduced |
| Liberty Square Wealth Partners LLC | 11,952 | $4.46M | 1.06% | −55−0.5% | Reduced |
| Longfellow Investment Management Co LLC | 11,970 | $4.47M | 0.91% | +26+0.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 11,971 | $4.47M | 0.53% | +3,222+36.8% | Added |
| Herbst Group, LLC | 11,980 | $4.47M | 2.44% | −75−0.6% | Reduced |
| Guidance Capital, Inc | 11,143 | $4.47M | 0.96% | −1,650−12.9% | Reduced |
| Todd Asset Management LLC | 11,983 | $4.47M | 0.08% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 11,989 | $4.47M | 1.41% | −139−1.1% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 12,008 | $4.48M | 5.31% | +18+0.2% | Added |
| Collaborative Fund Advisors, LLC | 12,008 | $4.48M | 2.61% | +7,655+175.9% | Added |
| Benchmark Financial Wealth Advisors, LLC | 12,014 | $4.48M | 1.11% | +64+0.5% | Added |
| Activest Wealth Management | 12,034 | $4.49M | 0.87% | −5,730−32.3% | Reduced |
| Kapstone Financial Advisors LLC | 12,065 | $4.50M | 1.88% | +767+6.8% | Added |
| ESG Planning | 12,078 | $4.51M | 1.52% | +5,327+78.9% | Added |
| Sunbeam Capital Management, LLC | 12,085 | $4.51M | 2.06% | +392+3.4% | Added |
| Wealth Science Advisors LLC | 12,088 | $4.51M | 2.00% | +9,597+385.3% | Added |
| JM2 Capital Inc. | 12,090 | $4.51M | 3.09% | +288+2.4% | Added |
| Forza Wealth Management, LLC | 12,100 | $4.51M | 1.38% | −243−2.0% | Reduced |
| Counterweight Ventures, LLC | 12,103 | $4.51M | 2.25% | −441−3.5% | Reduced |
| Goldstein Advisors, LLC | 12,107 | $4.52M | 0.41% | +1,341+12.5% | Added |
| Barings LLC | 12,119 | $4.52M | 0.08% | +121+1.0% | Added |
| Manchester Financial Inc | 12,143 | $4.53M | 0.81% | +36+0.3% | Added |
| Northstar Group, Inc. | 12,157 | $4.53M | 0.58% | +37+0.3% | Added |
| Cabot Wealth Management Inc | 12,163 | $4.54M | 0.46% | −717−5.6% | Reduced |
| Cookson Peirce & Co Inc | 12,170 | $4.54M | 0.15% | −232−1.9% | Reduced |
| Wagner Wealth Management, LLC | 12,175 | $4.54M | 0.84% | −14−0.1% | Reduced |
| Wolff Wiese Magana LLC | 12,195 | $4.55M | 2.09% | −298−2.4% | Reduced |
| Monte Financial Group, LLC | 9,805 | $4.56M | 1.46% | +351+3.7% | Added |
| Fjell Capital, LLC | 12,219 | $4.56M | 3.11% | +628+5.4% | Added |
| Gould Capital, LLC | 12,223 | $4.56M | 2.54% | +2,029+19.9% | Added |
| Walker Asset Management, LLC | 12,227 | $4.56M | 2.30% | +37+0.3% | Added |
| Castle Wealth Management LLC | 12,228 | $4.56M | 1.35% | +323+2.7% | Added |
| RW Investment Management LLC | 12,251 | $4.57M | 0.40% | +456+3.9% | Added |
| Southland Equity Partners LLC | 12,256 | $4.57M | 0.80% | +308+2.6% | Added |
| Omnia Family Wealth, LLC | 12,258 | $4.57M | 1.23% | +19+0.2% | Added |
| Prudent Investors Network | 12,258 | $4.57M | 0.89% | −10,166−45.3% | Reduced |
| South Shore Capital Advisors | 12,259 | $4.57M | 3.06% | −507−4.0% | Reduced |
| Samalin Investment Counsel, LLC | 12,262 | $4.57M | 1.46% | +1,021+9.1% | Added |
| Roof Eidam & Maycock | 12,265 | $4.57M | 0.90% | −85−0.7% | Reduced |
| Signature Wealth Management Partners, LLC | 12,291 | $4.58M | 2.14% | +458+3.9% | Added |
| Kercheville Advisors, LLC | 12,294 | $4.59M | 1.40% | −2,688−17.9% | Reduced |
| E&G Advisors, LP | 12,294 | $4.59M | 0.89% | +178+1.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 12,297 | $4.59M | 0.01% | 00.0% | Unchanged |
| Bridger Management, LLC | 12,300 | $4.59M | 3.06% | 00.0% | Unchanged |
| Lattice Capital Management, LLC | 12,300 | $4.59M | 9.28% | 00.0% | Unchanged |
| Blue Line Capital, LLC | 12,304 | $4.59M | 3.97% | +3,594+41.3% | Added |
| Warner Group LLC | 12,305 | $4.59M | 1.13% | +6,425+109.3% | Added |
| Whelan Financial | 12,341 | $4.60M | 1.25% | +1,053+9.3% | Added |
| Independent Wealth Network Inc. | 12,347 | $4.61M | 1.17% | +1,130+10.1% | Added |
| Skylands Capital, LLC | 12,350 | $4.61M | 0.57% | +1,195+10.7% | Added |
| Commons Capital, LLC | 12,355 | $4.61M | 3.22% | −9−0.1% | Reduced |
| GoalVest Advisory LLC | 12,357 | $4.61M | 0.85% | −2,777−18.3% | Reduced |
| Flow Traders U.S. LLC | 12,358 | $4.61M | 0.19% | −18,575−60.0% | Reduced |
| Avanda Investment Management Pte. Ltd. | 12,360 | $4.61M | 6.21% | +4,400+55.3% | Added |
| Regency Capital Management Inc. | 12,360 | $4.61M | 1.83% | +593+5.0% | Added |
| Financial Plan, Inc. | 12,363 | $4.61M | 0.44% | +173+1.4% | Added |
| 55 North Private Wealth, LLC | 12,379 | $4.62M | 0.91% | +473+4.0% | Added |
| Brookmont Capital Management | 12,387 | $4.62M | 2.48% | +1,515+13.9% | Added |
| Harfst & Associates, Inc. | 12,409 | $4.63M | 0.72% | +28+0.2% | Added |
| Menard Financial Group LLC | 12,421 | $4.63M | 2.52% | +509+4.3% | Added |
| Forefront Wealth Partners, LLC | 12,430 | $4.64M | 1.44% | −340−2.7% | Reduced |
| Etesian Wealth Advisors, Inc. | 12,439 | $4.64M | 1.37% | −115−0.9% | Reduced |
| Concorde Financial Corp | 12,450 | $4.64M | 3.74% | +138+1.1% | Added |
| Castlekeep Investment Advisors LLC | 12,454 | $4.65M | 2.33% | +8,843+244.9% | Added |
| BOK Financial Private Wealth, Inc. | 12,458 | $4.65M | 0.24% | −764−5.8% | Reduced |
| Strengthening Families & Communities, LLC | 12,461 | $4.65M | 1.03% | −138−1.1% | Reduced |
| NFP Retirement, Inc. | 12,500 | $4.66M | 0.26% | +569+4.8% | Added |
| Center For Asset Management LLC | 12,500 | $4.66M | 2.07% | −40.0% | Reduced |
| Bingham Private Wealth, LLC | 12,508 | $4.67M | 3.21% | +994+8.6% | Added |
| Corundum Group, Inc. | 12,510 | $4.67M | 1.38% | +51+0.4% | Added |
| Wedgewood Investors Inc | 12,513 | $4.67M | 4.79% | +40+0.3% | Added |
| Saiph Capital, LLC | 12,515 | $4.67M | 1.40% | +4,397+54.2% | Added |
| New World Advisors LLC | 12,521 | $4.67M | 0.79% | +2,005+19.1% | Added |
| Up Strategic Wealth Investment Advisors LLC | 9,592 | $4.68M | 2.78% | +11+0.1% | Added |
| Secured Retirement Advisors, LLC | 12,542 | $4.68M | 2.40% | +1,187+10.5% | Added |
| Hudock, Inc. | 12,548 | $4.68M | 0.60% | +26+0.2% | Added |
| Alchemi Wealth, LLC | 12,564 | $4.69M | 2.20% | −264−2.1% | Reduced |
| Clarendon Private LLC | 12,580 | $4.69M | 3.02% | −182−1.4% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 12,587 | $4.70M | 2.19% | −390−3.0% | Reduced |
| LeClair Wealth Partners LLC | 12,591 | $4.70M | 2.43% | +8,266+191.1% | Added |
| Orser Capital Management, LLC | 12,596 | $4.70M | 2.46% | −114−0.9% | Reduced |
| Floyd Financial Group LLC | 12,207 | $4.70M | 3.07% | −662−5.1% | Reduced |
| Shaker Investments LLC | 12,627 | $4.71M | 1.69% | −5,332−29.7% | Reduced |
| Peddock Capital Advisors, LLC | 12,639 | $4.71M | 0.94% | −46−0.4% | Reduced |
| Traveka Wealth, LLC | 12,653 | $4.72M | 1.57% | +177+1.4% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,089 | $4.72M | 1.43% | −12,354−75.1% | Reduced |
| Invst, LLC | 12,661 | $4.72M | 0.46% | +1,006+8.6% | Added |
| Montgomery Investment Management Inc | 12,677 | $4.73M | 1.44% | +10.0% | Added |
| Oak Grove Capital LLC | 12,689 | $4.73M | 0.35% | +2,393+23.2% | Added |