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 |
|---|---|---|---|---|---|
| Register Financial Advisors LLC | 13,721 | $5.12M | 1.57% | +62+0.5% | Added |
| Galaxy Digital Capital Management GP LLC | 13,741 | $5.13M | 3.07% | +5,994+77.4% | Added |
| Rahlfs Capital, LLC | 13,765 | $5.13M | 3.77% | −200−1.4% | Reduced |
| Crescent Grove Advisors, LLC | 13,769 | $5.14M | 0.43% | +1,185+9.4% | Added |
| Tilia Fiduciary Partners, Inc. | 13,794 | $5.15M | 2.44% | +275+2.0% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 13,808 | $5.15M | 0.35% | +55+0.4% | Added |
| Chapman Financial Group, LLC | 13,814 | $5.15M | 3.42% | +164+1.2% | Added |
| Montchanin Asset Management, LLC | 13,844 | $5.16M | 5.26% | −1,885−12.0% | Reduced |
| Pine Ridge Advisers LLC | 13,850 | $5.17M | 0.32% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 13,850 | $5.17M | 0.43% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 13,850 | $5.17M | 2.04% | −250−1.8% | Reduced |
| High Net Worth Advisory Group LLC | 13,851 | $5.17M | 1.10% | +1,290+10.3% | Added |
| Montz Harcus Wealth Management LLC | 13,866 | $5.17M | 1.84% | −203−1.4% | Reduced |
| Contravisory Investment Management, Inc. | 13,873 | $5.17M | 0.91% | −499−3.5% | Reduced |
| Garrison Bradford & Associates Inc | 13,891 | $5.18M | 5.62% | +670+5.1% | Added |
| David R. Rahn & Associates Inc. | 13,901 | $5.19M | 1.23% | −23−0.2% | Reduced |
| Lighthouse Financial Services Inc | 13,520 | $5.20M | 1.09% | +89+0.7% | Added |
| B.O.S.S. Retirement Advisors, LLC | 13,930 | $5.20M | 1.40% | +2,269+19.5% | Added |
| Blue Square Asset Management, LLC | 13,944 | $5.20M | 2.11% | +25+0.2% | Added |
| Alpine Bank Wealth Management | 13,948 | $5.20M | 0.67% | −148−1.0% | Reduced |
| Coastal Investment Advisors, Inc. | 13,954 | $5.21M | 1.62% | −582−4.0% | Reduced |
| Jeppson Wealth Management, LLC | 13,958 | $5.21M | 1.53% | −9−0.1% | Reduced |
| Aspetuck Financial Management LLC | 13,982 | $5.22M | 3.07% | +173+1.3% | Added |
| Sovereign Financial Group, Inc. | 13,983 | $5.22M | 0.80% | −686−4.7% | Reduced |
| Invera Wealth Advisors, LLC | 13,984 | $5.22M | 2.80% | +1,499+12.0% | Added |
| Butensky & Cohen Financial Security, Inc | 13,991 | $5.22M | 1.29% | +339+2.5% | Added |
| Capital Markets Trading UK LLP | 13,997 | $5.22M | 3.73% | +6,329+82.5% | Added |
| Lee Financial Co | 13,998 | $5.22M | 0.67% | +80+0.6% | Added |
| Bretton Capital Management, LLC | 14,000 | $5.22M | 4.17% | 00.0% | Unchanged |
| Roxbury Financial LLC | 14,002 | $5.22M | 4.13% | +330+2.4% | Added |
| Putney Financial Group LLC | 14,029 | $5.23M | 4.71% | −139−1.0% | Reduced |
| Investment Partners Asset Management, Inc. | 14,060 | $5.24M | 2.93% | +1,271+9.9% | Added |
| Cape Ann Savings Bank | 14,077 | $5.25M | 2.47% | −510−3.5% | Reduced |
| Investment Research Partners LLC | 14,078 | $5.25M | 1.78% | +2,299+19.5% | Added |
| Old North State Trust, LLC | 14,085 | $5.25M | 2.70% | +24+0.2% | Added |
| NBH Bank | 14,087 | $5.25M | 2.21% | +14,087 | New |
| Powers Advisory Group, LLC | 14,098 | $5.26M | 1.65% | −444−3.1% | Reduced |
| Figure 8 Investment Strategies LLC | 14,105 | $5.26M | 4.45% | +61+0.4% | Added |
| Vaquero Private Wealth, Ltd | 14,106 | $5.26M | 1.08% | +14,106 | New |
| Sterling Investment Management, Inc. | 14,108 | $5.26M | 2.89% | −821−5.5% | Reduced |
| REYL & Cie S.A. | 14,179 | $5.26M | 6.07% | +14,179 | New |
| Gilman Hill Asset Management, LLC | 14,115 | $5.27M | 0.72% | −186−1.3% | Reduced |
| Ewa, LLC | 14,118 | $5.27M | 0.96% | +246+1.8% | Added |
| MWA Asset Management | 14,132 | $5.27M | 2.38% | +279+2.0% | Added |
| Barr E S & Co | 14,144 | $5.28M | 0.30% | −680−4.6% | Reduced |
| Rockport Wealth LLC | 14,149 | $5.28M | 0.89% | −595−4.0% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 14,160 | $5.28M | 2.32% | −1,790−11.2% | Reduced |
| Clean Yield Group | 14,173 | $5.29M | 1.31% | +1,388+10.9% | Added |
| Pacific Wealth Strategies Group, Inc. | 14,173 | $5.29M | 3.04% | −1,867−11.6% | Reduced |
| Golden Reserve Retirement LLC | 14,176 | $5.29M | 0.83% | +7,366+108.2% | Added |
| LifeSteps Financial, Inc. | 14,179 | $5.29M | 2.47% | −79−0.6% | Reduced |
| Nicholas Investment Partners, LP | 14,182 | $5.29M | 0.30% | −10,182−41.8% | Reduced |
| Clay Northam Wealth Management, LLC | 14,203 | $5.30M | 2.61% | +330+2.4% | Added |
| Reik & Co., LLC | 14,213 | $5.30M | 1.38% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 14,216 | $5.30M | 0.79% | +318+2.3% | Added |
| Convergence Investment Partners, LLC | 14,219 | $5.30M | 0.50% | −9,908−41.1% | Reduced |
| Monograph Wealth Advisors, LLC | 14,221 | $5.30M | 0.44% | −1,045−6.8% | Reduced |
| Kennebec Savings Bank | 14,226 | $5.31M | 4.26% | +940+7.1% | Added |
| Integris Wealth Management, LLC | 14,232 | $5.31M | 1.07% | +871+6.5% | Added |
| Crux Wealth Advisors | 14,249 | $5.31M | 1.84% | −294−2.0% | Reduced |
| Encore Global Management, LP | 14,250 | $5.32M | 5.22% | +1,300+10.0% | Added |
| PCA Investment Advisory Services Inc. | 14,267 | $5.32M | 1.49% | +461+3.3% | Added |
| Corsicana & Co. | 14,281 | $5.33M | 2.58% | +826+6.1% | Added |
| Bond & Devick Financial Network, Inc. | 14,282 | $5.33M | 1.31% | +39+0.3% | Added |
| Wealth Analytics Partners, LLC | 13,843 | $5.33M | 1.93% | −567−3.9% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 14,298 | $5.33M | 0.84% | −67−0.5% | Reduced |
| Mathes Company, Inc. | 14,314 | $5.34M | 1.66% | +615+4.5% | Added |
| InTrack Investment Management Inc | 14,317 | $5.34M | 2.65% | −165−1.1% | Reduced |
| Palouse Capital Management, Inc. | 14,330 | $5.35M | 3.33% | −1,292−8.3% | Reduced |
| Fruth Investment Management | 14,342 | $5.35M | 1.27% | −450−3.0% | Reduced |
| Calton & Associates, Inc. | 14,343 | $5.35M | 0.78% | −1,030−6.7% | Reduced |
| Connective Capital Management, LLC | 14,354 | $5.35M | 3.77% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 14,385 | $5.37M | 1.98% | −245−1.7% | Reduced |
| Fluent Financial, LLC | 14,386 | $5.37M | 1.92% | +14,386 | New |
| Burnham & Co LLC | 14,386 | $5.37M | 4.33% | +14,386 | New |
| Strategies Wealth Advisors, LLC | 14,393 | $5.37M | 0.48% | +73+0.5% | Added |
| waypoint wealth counsel | 14,395 | $5.37M | 3.37% | −507−3.4% | Reduced |
| Crystal Rock Capital Management | 14,415 | $5.38M | 2.74% | 00.0% | Unchanged |
| Tevis Investment Management | 14,417 | $5.38M | 2.94% | −436−2.9% | Reduced |
| Sitrin Capital Management LLC | 14,424 | $5.38M | 2.38% | +223+1.6% | Added |
| Values Added Financial LLC | 14,431 | $5.38M | 1.94% | +5,583+63.1% | Added |
| StoneCrest Wealth Management, Inc. | 14,457 | $5.39M | 1.72% | +681+4.9% | Added |
| Harvey Investment Co LLC | 14,480 | $5.40M | 0.59% | −135−0.9% | Reduced |
| Sustainable Insight Capital Management, LLC | 14,497 | $5.41M | 2.32% | −19,400−57.2% | Reduced |
| Shoker Investment Counsel, Inc. | 14,512 | $5.41M | 1.36% | +2,210+18.0% | Added |
| Gemmer Asset Management LLC | 14,514 | $5.41M | 0.37% | +454+3.2% | Added |
| Maridea Wealth Management LLC | 14,534 | $5.42M | 0.59% | +4,877+50.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 14,544 | $5.42M | 1.38% | −283−1.9% | Reduced |
| Bravera Wealth | 14,544 | $5.43M | 2.08% | −360−2.4% | Reduced |
| Kirtland Hills Capital Management, LLC | 14,550 | $5.43M | 1.55% | +1,277+9.6% | Added |
| Opal Capital LLC | 14,555 | $5.43M | 0.97% | −3,483−19.3% | Reduced |
| Westbourne Investments, Inc. | 14,565 | $5.43M | 2.22% | −953−6.1% | Reduced |
| Citadel Investment Advisory, Inc. | 14,568 | $5.43M | 2.47% | 00.0% | Unchanged |
| William Allan, LLC | 14,571 | $5.44M | 2.66% | +921+6.7% | Added |
| Atom Investors LP | 14,579 | $5.44M | 0.48% | +3,412+30.6% | Added |
| Trust Co | 14,607 | $5.45M | 0.49% | −766−5.0% | Reduced |
| Meridian Financial Partners LLC | 13,776 | $5.45M | 1.86% | −386−2.7% | Reduced |
| Balentine LLC | 14,618 | $5.45M | 0.19% | +3,486+31.3% | Added |
| Walsky Investment Management, Inc. | 14,621 | $5.45M | 5.06% | −121−0.8% | Reduced |
| City National Bank of Florida | 14,629 | $5.46M | 2.29% | +5,398+58.5% | Added |