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; 6,247 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
- Institutional holders
- 6,247
- +95 vs. Q1 2026
- Shares held
- 5.49B
- +139.8M (+2.6%) vs. Q1 2026
- Total value
- $2.05T
- +$67.8B (+3.4%) vs. Q1 2026
- New holders
- 229
- 3,209 more added
- Sold out
- 134
- 2,446 more reduced
85 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $1.79T |
| Q1 2023 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| NDWM LLC | 784 | $292.4K | 0.17% | +61+8.4% | Added |
| Mullooly Asset Management, Inc. | 785 | $292.8K | 0.09% | 00.0% | Unchanged |
| Tme Financial, Inc. | 785 | $293.0K | 0.18% | +7+0.9% | Added |
| Price Financial Group Wealth Management, Inc | 744 | $293.2K | 4.87% | −26−3.4% | Reduced |
| Poinciana Advisors Group, LLC | 786 | $293.2K | 0.22% | −117−13.0% | Reduced |
| IFC & Insurance Marketing, Inc. | 786 | $293.4K | 0.26% | +65+9.0% | Added |
| Point Nemo Capital, LLC | 790 | $294.6K | 0.15% | +790 | New |
| Golden State Equity Partners | 797 | $297.3K | 0.80% | −77,453−99.0% | Reduced |
| SageOak Financial, LLC | 797 | $297.3K | 0.19% | 00.0% | Unchanged |
| Revere Asset Management, Inc | 800 | $298.4K | 0.11% | +800 | New |
| Pioneer Family Office, LLC | 806 | $300.7K | 0.16% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 807 | $301.1K | 0.18% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 809 | $301.9K | 0.09% | +1+0.1% | Added |
| Amara Financial, LLC. | 813 | $303.1K | 0.18% | +2+0.2% | Added |
| Envision Financial Planning, LLC | 814 | $303.7K | 0.10% | +96+13.4% | Added |
| Nestegg Advisors, Inc. | 819 | $305.5K | 0.22% | +1+0.1% | Added |
| Twinbeech Capital LP | 825 | $307.7K | 0.06% | −6,435−88.6% | Reduced |
| BCK Partners, Inc. | 825 | $307.7K | 0.15% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 639 | $308.8K | 0.11% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 830 | $309.6K | 0.27% | +265+46.9% | Added |
| LifeGuide Financial Advisors, LLC | 832 | $310.4K | 0.09% | +24+3.0% | Added |
| Timbuktu Capital Management, LLC | 832 | $310.4K | 0.47% | +832 | New |
| Wallace Hart LLC | 834 | $311.1K | 0.19% | −38−4.4% | Reduced |
| Eqis Capital Management, Inc. | 839 | $313.0K | 0.09% | +100+13.5% | Added |
| Greenfield Seitz Capital Management, LLC | 839 | $313.0K | 0.09% | +25+3.1% | Added |
| Corbyn Investment Management Inc | 842 | $314.1K | 0.09% | −3−0.4% | Reduced |
| Kieckhefer Group LLC | 843 | $314.5K | 0.13% | +81+10.6% | Added |
| David Kennon Inc | 845 | $315.2K | 0.10% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 847 | $315.9K | 0.09% | −80−8.6% | Reduced |
| Lecap Asset Management Ltd | 848 | $316.3K | 0.14% | −3,707−81.4% | Reduced |
| Lloyd Advisory Services, LLC. | 850 | $317.2K | 0.12% | −585−40.8% | Reduced |
| Sagace Wealth Management LLC | 851 | $317.4K | 0.20% | −100−10.5% | Reduced |
| Summit Investment Advisory Services, LLC | 851 | $317.6K | 0.08% | 00.0% | Unchanged |
| Clark Estates Inc | 853 | $318.2K | 0.07% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 853 | $318.3K | 0.06% | 00.0% | Unchanged |
| Financial Management, Inc. | 856 | $319.3K | 0.26% | +2+0.2% | Added |
| ArborFi Advisors, LLC | 857 | $319.7K | 0.23% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 804 | $323.4K | 0.04% | +18+2.3% | Added |
| Luminist Capital LLC | 867 | $323.5K | 0.36% | +269+45.0% | Added |
| Vawter Financial, Ltd. | 868 | $323.8K | 0.12% | −3−0.3% | Reduced |
| von Borstel & Associates, Inc. | 874 | $326.0K | 0.07% | +6+0.7% | Added |
| Refined Wealth Management | 875 | $326.4K | 0.20% | 00.0% | Unchanged |
| American Investment Services, Inc. | 876 | $326.8K | 0.07% | 00.0% | Unchanged |
| Sterling Investment Advisors LLC | 877 | $327.2K | 0.15% | −34−3.7% | Reduced |
| Harborfront Financial Group LLC | 880 | $328.3K | 1.24% | +880 | New |
| Omega Financial Group, LLC | 884 | $329.8K | 0.10% | −236−21.1% | Reduced |
| Shore Point Advisors, LLC | 885 | $330.4K | 0.11% | −21−2.3% | Reduced |
| M Wealth Management, LLC | 888 | $331.2K | 0.26% | 00.0% | Unchanged |
| MQS Management LLC | 889 | $331.6K | 0.40% | −489−35.5% | Reduced |
| Luken Investment Analytics, LLC | 889 | $331.6K | 0.12% | 00.0% | Unchanged |
| Graver Capital Management, LLC | 889 | $331.7K | 0.24% | −28−3.1% | Reduced |
| Hudson Oak Wealth Advisory LLC | 902 | $336.5K | 0.26% | −45−4.8% | Reduced |
| TOP Private Wealth LLC. | 902 | $336.5K | 0.32% | +902 | New |
| Southern Capital Services Inc | 907 | $338.4K | 0.19% | 00.0% | Unchanged |
| Prairieview Wealth Partners, LLC | 910 | $339.4K | 0.25% | +9+1.0% | Added |
| Cypress Capital Management LLC (WY) | 914 | $340.8K | 0.28% | −1,424−60.9% | Reduced |
| Palladiem, LLC | 914 | $341.1K | 0.33% | −196−17.7% | Reduced |
| Treasure Coast Financial Planning | 917 | $342.1K | 0.17% | 00.0% | Unchanged |
| Sincerus Advisory, LLC | 918 | $342.3K | 0.23% | +31+3.5% | Added |
| Trailhead Planners LLC | 919 | $342.9K | 0.33% | −104−10.2% | Reduced |
| Safir Wealth Advisors, LLC | 920 | $343.2K | 0.22% | +240+35.3% | Added |
| Beacon Hill Wealth Management Ltd. | 920 | $343.2K | 0.24% | +920 | New |
| Appalachian Capital Management Ltd | 920 | $343.4K | 0.25% | +3+0.3% | Added |
| Barnett & Company, Inc. | 925 | $345.0K | 0.26% | −2−0.2% | Reduced |
| Tfo-TDC, LLC | 927 | $345.8K | 0.04% | −56−5.7% | Reduced |
| Ellerson Group Inc | 927 | $345.8K | 0.20% | 00.0% | Unchanged |
| KRM Wealth Management L.L.C. | 928 | $346.0K | 0.15% | +5+0.5% | Added |
| Global View Capital Management LLC | 928 | $346.2K | 0.07% | +928 | New |
| Spectrum Financial Alliance Ltd LLC | 929 | $346.2K | 0.05% | +136+17.2% | Added |
| Pioneer Wealth Management Group | 930 | $347.0K | 0.08% | +51+5.8% | Added |
| Vericrest Private Wealth | 931 | $347.3K | 0.31% | −3,598−79.4% | Reduced |
| Family Investment Center, Inc. | 933 | $348.0K | 0.06% | −900−49.1% | Reduced |
| Pinnacle Family Advisors, LLC | 935 | $348.7K | 0.15% | +20+2.2% | Added |
| Financial Concepts Unlimited, Inc. | 941 | $351.0K | 0.28% | −126−11.8% | Reduced |
| Jordan Park Trust Co LLC | 943 | $351.8K | 0.25% | −105−10.0% | Reduced |
| Del-Sette Capital Management, LLC | 952 | $355.0K | 0.21% | +6+0.6% | Added |
| Infinity Wealth Counsel, LLC | 953 | $355.5K | 0.29% | +29+3.1% | Added |
| American Alpha Advisors, LLC | 953 | $355.5K | 0.21% | +106+12.5% | Added |
| Strategic Point Investment Advisors, LLC | 954 | $355.7K | 0.05% | +75+8.5% | Added |
| Measured Risk Portfolios, Inc. | 954 | $355.8K | 0.32% | +161+20.3% | Added |
| Surience Private Wealth LLC | 956 | $356.6K | 0.31% | −6,446−87.1% | Reduced |
| Hudson Capital Management LLC | 960 | $357.9K | 0.09% | −48−4.8% | Reduced |
| Afg Fiduciary Services Limited Partnership | 919 | $358.9K | 0.28% | +3+0.3% | Added |
| Ameraudi Asset Management, Inc. | 967 | $360.7K | 0.16% | +18+1.9% | Added |
| Attessa Capital LLC | 968 | $360.9K | 0.16% | +423+77.6% | Added |
| American Financial & Tax Strategies Inc | 968 | $361.1K | 0.16% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 972 | $362.6K | 0.18% | +55+6.0% | Added |
| ADG Wealth Management Group, LLC | 979 | $365.2K | 0.23% | +135+16.0% | Added |
| Innovator Capital Management, LLC | 980 | $365.6K | 0.01% | −285−22.5% | Reduced |
| Stephen J. Garry & Associates, LLC | 981 | $365.9K | 0.27% | +15+1.6% | Added |
| Financial Advisory Corp | 986 | $367.7K | 0.05% | +71+7.8% | Added |
| URS Advisory LLC | 997 | $371.8K | 0.21% | +5+0.5% | Added |
| Two West Capital Advisors LLC | 926 | $372.5K | 0.19% | −143−13.4% | Reduced |
| IvyRock Asset Management (HK) Ltd | 1,000 | $373.0K | 0.21% | 00.0% | Unchanged |
| Pura Vida Investments, LLC | 1,000 | $373.0K | 1.01% | +10+1.0% | Added |
| Downshift Financial, LLC | 1,001 | $373.4K | 0.17% | −151−13.1% | Reduced |
| Bestgate Wealth Advisors, LLC | 1,002 | $373.6K | 0.60% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 1,004 | $374.5K | 0.12% | +14+1.4% | Added |
| DWR Wealth Management, LLC | 1,017 | $375.0K | 0.28% | −112−9.9% | Reduced |
| Private Wealth Group, LLC | 1,010 | $376.8K | 0.15% | 00.0% | Unchanged |