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 |
|---|---|---|---|---|---|
| PUREfi Wealth, LLC | 12,692 | $4.73M | 2.60% | −716−5.3% | Reduced |
| Asset Management Group, Inc. | 12,695 | $4.74M | 0.69% | +85+0.7% | Added |
| Riversedge Advisors, LLC | 12,697 | $4.74M | 0.63% | +2,910+29.7% | Added |
| Lakeridge Wealth Management LLC | 12,722 | $4.75M | 1.74% | +811+6.8% | Added |
| Clearwave Capital, LLC | 12,742 | $4.75M | 2.62% | +253+2.0% | Added |
| Rydar Equities, Inc. | 12,135 | $4.76M | 2.68% | +1,211+11.1% | Added |
| Triumph Capital Management | 12,758 | $4.76M | 0.86% | +155+1.2% | Added |
| Investment Advisory Group, LLC | 12,771 | $4.76M | 1.03% | +827+6.9% | Added |
| Blue Sky Capital Consultants Group, Inc. | 12,782 | $4.77M | 2.04% | +1,271+11.0% | Added |
| Deane Retirement Strategies, Inc. | 12,790 | $4.77M | 2.02% | +12,790 | New |
| Virginia Wealth Management Group, Inc. | 12,797 | $4.77M | 2.38% | +193+1.5% | Added |
| TTRF Capital Ltd | 12,800 | $4.78M | 3.15% | +12,800 | New |
| Berman McAleer LLC | 12,806 | $4.78M | 0.55% | +196+1.6% | Added |
| Hamilton Capital, LLC | 12,808 | $4.78M | 0.24% | +783+6.5% | Added |
| Northern Financial Advisors Inc | 12,822 | $4.78M | 3.16% | +45+0.4% | Added |
| Index Fund Advisors, Inc. | 12,826 | $4.78M | 0.19% | +2,226+21.0% | Added |
| Landaas & Co | 12,850 | $4.79M | 0.87% | −521−3.9% | Reduced |
| Shay Capital LLC | 12,850 | $4.79M | 0.53% | +2,850+28.5% | Added |
| Wescott Financial Advisory Group, LLC | 12,885 | $4.81M | 0.37% | −131−1.0% | Reduced |
| Emerald Advisers, LLC | 12,893 | $4.81M | 0.11% | −355−2.7% | Reduced |
| Raleigh Capital Management Inc. | 12,909 | $4.82M | 1.54% | −24−0.2% | Reduced |
| Wernau Asset Management Inc. | 12,915 | $4.82M | 4.57% | +44+0.3% | Added |
| Shum Financial Group, Inc. | 12,956 | $4.83M | 2.91% | +591+4.8% | Added |
| Investment Management Trust, LLC | 12,957 | $4.83M | 4.33% | −37−0.3% | Reduced |
| Werba Rubin Papier Wealth Management | 12,982 | $4.84M | 0.59% | −526−3.9% | Reduced |
| PSI Advisors, LLC | 13,007 | $4.85M | 1.13% | +6,490+99.6% | Added |
| Patron Partners Advisors, LLC | 13,011 | $4.85M | 1.87% | −48−0.4% | Reduced |
| Platt Wealth Management LLC | 13,032 | $4.86M | 3.91% | +240+1.9% | Added |
| Fairfield Financial Advisors, LTD | 13,040 | $4.86M | 1.92% | +22+0.2% | Added |
| O'Rourke & Company, Inc | 13,048 | $4.87M | 1.70% | −10.0% | Reduced |
| Millennium Capital Advisors, LLC | 13,071 | $4.88M | 2.66% | −314−2.3% | Reduced |
| Syntegra Private Wealth Group, LLC | 13,082 | $4.88M | 0.38% | −377−2.8% | Reduced |
| Nvest Financial, LLC | 13,082 | $4.88M | 1.54% | +365+2.9% | Added |
| Western Pacific Wealth Management, LP | 13,102 | $4.89M | 4.42% | −320−2.4% | Reduced |
| Tounjian Advisory Partners, LLC | 13,120 | $4.89M | 2.09% | −16,618−55.9% | Reduced |
| Capital Management Associates, Inc | 13,123 | $4.90M | 0.98% | +2,808+27.2% | Added |
| Ruggiero Investments, Inc. | 13,146 | $4.90M | 4.17% | +202+1.6% | Added |
| Lebenthal Global Advisors, LLC | 13,148 | $4.90M | 0.66% | +694+5.6% | Added |
| Brown Financial Advisors | 13,169 | $4.91M | 1.72% | −2,341−15.1% | Reduced |
| Cetera Trust Company, N.A | 13,170 | $4.91M | 2.46% | 00.0% | Unchanged |
| Axq Capital, LP | 13,176 | $4.91M | 0.53% | +7,606+136.6% | Added |
| Private Capital Management, LLC | 13,187 | $4.92M | 0.45% | +555+4.4% | Added |
| Greykasell Wealth Strategies, Inc. | 13,188 | $4.92M | 1.79% | −95−0.7% | Reduced |
| Compass Wealth Management LLC | 13,195 | $4.92M | 0.93% | −73−0.6% | Reduced |
| FORA Capital, LLC | 13,200 | $4.92M | 0.34% | −49,051−78.8% | Reduced |
| Curated Wealth Partners LLC | 13,202 | $4.92M | 0.57% | −1,905−12.6% | Reduced |
| Wiregrass Investment Management LLC | 13,206 | $4.93M | 3.36% | +458+3.6% | Added |
| Legacy Wealth Advisors, LLC | 13,208 | $4.93M | 2.13% | +3,016+29.6% | Added |
| Elevated Capital Advisors, LLC | 13,211 | $4.93M | 1.36% | −7,184−35.2% | Reduced |
| Precedent Wealth Partners, LLC | 13,221 | $4.93M | 0.82% | +2,651+25.1% | Added |
| Storgate, LLC | 13,227 | $4.93M | 1.02% | +13,227 | New |
| Westco Advisory Services Inc | 13,231 | $4.94M | 2.98% | −1,344−9.2% | Reduced |
| Betterment LLC | 13,255 | $4.94M | 0.01% | +2,289+20.9% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 13,255 | $4.94M | 0.63% | −154−1.1% | Reduced |
| WealthBridge Capital Management, LLC | 13,263 | $4.95M | 0.98% | +570+4.5% | Added |
| Compass Ion Advisors, LLC | 13,264 | $4.95M | 0.43% | −436−3.2% | Reduced |
| Meadowbrook Advisors Group, LLC | 13,276 | $4.95M | 2.65% | −1,849−12.2% | Reduced |
| AMG Asset Management Group, Inc. | 13,305 | $4.96M | 3.11% | +229+1.8% | Added |
| Bienville Capital Management, LLC | 13,314 | $4.97M | 0.72% | +731+5.8% | Added |
| Lodestone Wealth Management LLC | 13,317 | $4.97M | 1.75% | +60.0% | Added |
| Ironwood Financial, llc | 12,714 | $4.97M | 0.78% | −65−0.5% | Reduced |
| Davidson Capital Management Inc. | 13,329 | $4.97M | 0.80% | +414+3.2% | Added |
| Integrated Quantitative Investments LLC | 13,337 | $4.97M | 0.81% | −1,608−10.8% | Reduced |
| William John Sempolinski | 13,338 | $4.98M | 2.01% | −3,652−21.5% | Reduced |
| SIH Partners, LLLP | 13,340 | $4.98M | 0.21% | −122,302−90.2% | Reduced |
| Trustco Bank Corp N Y | 13,360 | $4.98M | 3.63% | +540+4.2% | Added |
| Winthrop Partners - WNY, LLC | 13,397 | $5.00M | 2.47% | −168−1.2% | Reduced |
| EdgeRock Capital LLC | 13,406 | $5.00M | 1.16% | +1,852+16.0% | Added |
| DRW Securities, LLC | 13,414 | $5.00M | 0.30% | +119+0.9% | Added |
| Operose Advisors LLC | 13,435 | $5.01M | 0.97% | +1,228+10.1% | Added |
| Investors Research Corp | 13,441 | $5.01M | 0.90% | −120−0.9% | Reduced |
| Wharton Business Group, LLC | 13,443 | $5.01M | 0.17% | +25+0.2% | Added |
| Terra Nova Asset Management LLC | 13,451 | $5.02M | 3.07% | +2,386+21.6% | Added |
| Next Level Private LLC | 13,454 | $5.02M | 0.98% | +12+0.1% | Added |
| Kampmann Melissa S. | 13,457 | $5.02M | 3.79% | −93−0.7% | Reduced |
| Ssa Swiss Advisors AG | 13,461 | $5.02M | 1.88% | +4,733+54.2% | Added |
| Thrive Capital Management, LLC | 13,477 | $5.03M | 0.95% | +188+1.4% | Added |
| Prairie Advisory, LLC | 13,483 | $5.03M | 1.21% | +13,483 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 13,485 | $5.03M | 2.04% | +40+0.3% | Added |
| Everest Management Corp. | 13,487 | $5.03M | 1.88% | +3,983+41.9% | Added |
| Pathway Financial Advisers, LLC | 13,512 | $5.04M | 1.27% | +744+5.8% | Added |
| Garden State Investment Advisory Services LLC | 13,516 | $5.04M | 0.99% | +288+2.2% | Added |
| Watchman Group, Inc. | 13,547 | $5.05M | 1.13% | +20+0.1% | Added |
| Fiduciary Financial Group, LLC | 13,587 | $5.07M | 0.57% | +1,743+14.7% | Added |
| Matisse Capital | 13,588 | $5.07M | 2.03% | −770−5.4% | Reduced |
| Winthrop Capital Management, LLC | 13,588 | $5.07M | 1.22% | −79−0.6% | Reduced |
| Schulhoff & Co Inc | 13,596 | $5.07M | 2.04% | +103+0.8% | Added |
| Crusonia Wealth Advisors LLC | 13,618 | $5.08M | 0.83% | +1,641+13.7% | Added |
| Parsonex Advisory Services, Inc. | 13,645 | $5.09M | 4.43% | +328+2.5% | Added |
| Scott Capital Advisors, LLC | 13,659 | $5.10M | 0.80% | +117+0.9% | Added |
| Ullmann Financial Group, Inc. | 13,662 | $5.10M | 0.46% | −767−5.3% | Reduced |
| Finivi Inc. | 13,677 | $5.10M | 2.62% | +56+0.4% | Added |
| Royal Harbor Partners, LLC | 13,682 | $5.10M | 1.58% | −949−6.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 13,690 | $5.11M | 0.24% | −1,449−9.6% | Reduced |
| Applied Capital LLC | 13,691 | $5.11M | 3.41% | +222+1.6% | Added |
| W.H. Cornerstone Investments Inc. | 13,693 | $5.11M | 2.89% | +1,201+9.6% | Added |
| FSB Premier Wealth Management, Inc. | 13,693 | $5.11M | 1.44% | −576−4.0% | Reduced |
| Gradient Capital Advisors, LLC | 13,695 | $5.11M | 1.18% | −321−2.3% | Reduced |
| SAM Advisors, LLC | 13,706 | $5.11M | 1.40% | +536+4.1% | Added |
| KC Investment Advisors, LLC | 13,714 | $5.12M | 0.97% | +1,469+12.0% | Added |