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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Sunpointe, LLC | 15,565 | $5.81M | 1.65% | −313−2.0% | Reduced |
| Certified Advisory Corp | 15,580 | $5.81M | 0.47% | −139−0.9% | Reduced |
| WT Wealth Management | 15,582 | $5.81M | 1.61% | +3,578+29.8% | Added |
| Blueprint Financial Advisors LLC | 15,590 | $5.82M | 0.65% | +15,590 | New |
| Traphagen Investment Advisors LLC | 15,594 | $5.82M | 0.42% | +133+0.9% | Added |
| Bluesphere Advisors, LLC | 15,610 | $5.82M | 1.80% | −23−0.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 15,624 | $5.83M | 1.20% | +34+0.2% | Added |
| Saybrook Capital | 15,670 | $5.85M | 1.46% | −340−2.1% | Reduced |
| Mosaic Financial Group, LLC | 15,684 | $5.85M | 3.74% | −623−3.8% | Reduced |
| TFC Financial Management | 15,703 | $5.86M | 0.65% | −368−2.3% | Reduced |
| Insight Advisors, LLC | 15,706 | $5.86M | 1.03% | −495−3.1% | Reduced |
| Essex Investment Management Co LLC | 15,714 | $5.86M | 0.77% | −77−0.5% | Reduced |
| Hilltop Partners LLC | 15,726 | $5.87M | 1.42% | +941+6.4% | Added |
| Astoria Portfolio Advisors LLC. | 15,726 | $5.87M | 0.99% | +2,374+17.8% | Added |
| May Hill Capital, LLC | 15,730 | $5.87M | 1.23% | +1,634+11.6% | Added |
| Ames National Corp | 15,736 | $5.87M | 3.23% | −120−0.8% | Reduced |
| Legacy Financial Independent Advisors LLC | 15,743 | $5.87M | 2.76% | +2,956+23.1% | Added |
| Eagle Strategies LLC | 15,752 | $5.88M | 0.58% | +1,259+8.7% | Added |
| ROI Financial Advisors, LLC | 15,764 | $5.88M | 3.04% | −238−1.5% | Reduced |
| Core Wealth Partners LLC | 15,768 | $5.88M | 2.51% | −21−0.1% | Reduced |
| Infrastructure Capital Advisors, LLC | 15,776 | $5.88M | 0.46% | +10,056+175.8% | Added |
| Aspire Growth Partners LLC | 15,778 | $5.89M | 3.42% | +773+5.2% | Added |
| Darwin Advisors, LLC | 15,781 | $5.89M | 1.61% | +2,483+18.7% | Added |
| Coastwise Capital Group, LLC | 15,783 | $5.89M | 3.42% | +1,313+9.1% | Added |
| C2C Wealth Management, LLC | 15,788 | $5.89M | 4.61% | −696−4.2% | Reduced |
| Morton Community Bank | 15,799 | $5.89M | 1.20% | +465+3.0% | Added |
| Creative Financial Designs Inc | 15,805 | $5.90M | 0.28% | +4,281+37.1% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 15,818 | $5.90M | 3.06% | +917+6.2% | Added |
| Encompass Wealth Advisors, LLC | 15,836 | $5.91M | 1.80% | +56+0.4% | Added |
| Boothe Investment Group, Inc. | 15,837 | $5.91M | 1.86% | +202+1.3% | Added |
| Prairie Wealth Advisors, Inc. | 0 | $5.92M | 1.41% | 0 | Unchanged |
| Vertrix Wealth Management, LLC | 15,873 | $5.92M | 1.99% | −217−1.3% | Reduced |
| Richmond Brothers, Inc. | 15,886 | $5.93M | 3.08% | +13,618+600.4% | Added |
| New England Research & Management, Inc. | 15,927 | $5.94M | 2.31% | +919+6.1% | Added |
| Enclave Advisors LLC | 15,934 | $5.94M | 0.77% | −3,983−20.0% | Reduced |
| Jones Kertz & Associates, Inc. | 15,967 | $5.96M | 2.75% | −755−4.5% | Reduced |
| Chesapeake Asset Management LLC | 15,970 | $5.96M | 4.56% | +135+0.9% | Added |
| Weaver Consulting Group | 15,979 | $5.96M | 1.22% | +275+1.8% | Added |
| Evolution Wealth Advisors, LLC | 16,012 | $5.97M | 0.70% | −5,380−25.1% | Reduced |
| Falcon Wealth Planning | 16,025 | $5.98M | 0.38% | +435+2.8% | Added |
| Bank & Trust Co | 16,046 | $5.99M | 3.78% | −465−2.8% | Reduced |
| Paradigm Asset Management Co LLC | 16,050 | $5.99M | 1.28% | +6,300+64.6% | Added |
| Beaton Management Co. Inc. | 16,049 | $5.99M | 2.44% | −330−2.0% | Reduced |
| Chung Wu Investment Group, LLC | 16,054 | $5.99M | 3.94% | −120−0.7% | Reduced |
| W Advisors, LLC | 16,081 | $6.00M | 2.73% | −34−0.2% | Reduced |
| Manske Wealth Management | 16,101 | $6.01M | 1.49% | +301+1.9% | Added |
| Meridian Management Co | 16,106 | $6.01M | 1.35% | +9,483+143.2% | Added |
| Union Savings Bank | 16,107 | $6.01M | 2.41% | −213−1.3% | Reduced |
| Cypress Advisory Group LLC | 16,109 | $6.01M | 4.66% | +291+1.8% | Added |
| Exit Wealth Advisors, LLC. | 16,140 | $6.02M | 2.75% | −166−1.0% | Reduced |
| AlpenGlobal Capital LLC | 16,155 | $6.03M | 3.87% | −22−0.1% | Reduced |
| Transcendent Capital Group LLC | 16,156 | $6.03M | 2.34% | +695+4.5% | Added |
| Gratus Wealth Advisors, LLC | 16,172 | $6.03M | 0.77% | +56+0.3% | Added |
| Michael B. Yongue | 16,181 | $6.04M | 4.21% | −556−3.3% | Reduced |
| Bayesian Capital Management, LP | 16,196 | $6.04M | 3.86% | +8,796+118.9% | Added |
| Woodard & Co Asset Management Group Inc | 16,215 | $6.05M | 0.87% | +502+3.2% | Added |
| Sandy Cove Advisors, LLC | 16,244 | $6.06M | 1.52% | −19−0.1% | Reduced |
| First National Bank of Hutchinson | 16,291 | $6.08M | 3.34% | +608+3.9% | Added |
| McGlone Suttner Wealth Management, Inc. | 16,315 | $6.09M | 0.71% | +176+1.1% | Added |
| Strategic Financial Services, Inc, | 16,328 | $6.09M | 0.27% | −79−0.5% | Reduced |
| McLean Asset Management Corp | 13,125 | $6.10M | 0.81% | +87+0.7% | Added |
| One Wealth Advisors, LLC | 16,358 | $6.10M | 0.67% | +784+5.0% | Added |
| Wilkins Investment Counsel Inc | 16,360 | $6.10M | 0.82% | −360−2.2% | Reduced |
| Tiaa Trust, National Association | 16,382 | $6.11M | 0.36% | −15,089−47.9% | Reduced |
| Sandro Wealth Management LLC | 16,438 | $6.13M | 4.43% | +625+4.0% | Added |
| Occudo Quantitative Strategies LP | 16,447 | $6.14M | 0.33% | +16,447 | New |
| First Washington CORP | 16,460 | $6.14M | 1.50% | +103+0.6% | Added |
| Signet Investment Advisory Group, Inc. | 16,470 | $6.14M | 2.70% | +456+2.8% | Added |
| US Asset Management LLC | 16,472 | $6.14M | 4.68% | +53+0.3% | Added |
| DMKC Advisory Services, LLC | 16,480 | $6.15M | 1.16% | +791+5.0% | Added |
| Boomfish Wealth Group, LLC | 16,514 | $6.16M | 2.81% | +7,434+81.9% | Added |
| Bell & Brown Wealth Advisors, LLC | 16,535 | $6.17M | 1.87% | +630+4.0% | Added |
| ABLE Financial Group, LLC | 16,564 | $6.18M | 1.04% | +1,544+10.3% | Added |
| Capital Advisors, Ltd. LLC | 16,579 | $6.18M | 0.62% | −195−1.2% | Reduced |
| Alcosta Capital Management, Inc. | 16,590 | $6.19M | 4.19% | −949−5.4% | Reduced |
| Capstone Financial Advisors, Inc. | 16,590 | $6.19M | 0.30% | +381+2.4% | Added |
| Drystone LLC | 16,602 | $6.19M | 5.09% | +10.0% | Added |
| R2 Capital Strategies, LLC | 16,626 | $6.20M | 2.81% | +16,626 | New |
| Berkeley Capital Partners, LLC | 16,632 | $6.20M | 1.28% | +875+5.6% | Added |
| PW Nova Financial Services LLC | 16,664 | $6.22M | 1.33% | −548−3.2% | Reduced |
| Financial Avengers, Inc. | 16,666 | $6.22M | 2.58% | +1,058+6.8% | Added |
| Semus Wealth Partners LLC | 16,666 | $6.22M | 3.00% | −258−1.5% | Reduced |
| CM Wealth Advisors LLC | 16,670 | $6.22M | 1.12% | −1,471−8.1% | Reduced |
| Acorn Wealth Advisors, LLC | 16,683 | $6.22M | 1.52% | +171+1.0% | Added |
| Peak Retirement Planning, Inc. | 16,684 | $6.22M | 0.99% | +3,997+31.5% | Added |
| Widmann Financial Services, Inc. | 16,699 | $6.23M | 3.34% | +1,270+8.2% | Added |
| Acorns Advisers, LLC | 16,698 | $6.23M | 0.04% | +2,155+14.8% | Added |
| First Financial Corp | 16,710 | $6.23M | 2.16% | −235−1.4% | Reduced |
| Beaumont Asset Management, L.L.C. | 16,722 | $6.24M | 2.42% | −73−0.4% | Reduced |
| GWN Securities Inc. | 16,729 | $6.24M | 1.04% | +52+0.3% | Added |
| Worth Financial Advisory Group, LLC | 16,737 | $6.24M | 2.60% | +16,737 | New |
| Rossby Financial, LCC | 16,739 | $6.24M | 1.14% | +2,077+14.2% | Added |
| Warm Springs Advisors Inc. | 16,743 | $6.25M | 4.32% | +908+5.7% | Added |
| Monticello Wealth Management, LLC | 16,780 | $6.26M | 0.35% | +1,942+13.1% | Added |
| Keeler Thomas Management LLC | 16,794 | $6.26M | 2.22% | +1,042+6.6% | Added |
| Summit Place Financial Advisors, LLC | 16,800 | $6.27M | 2.74% | −614−3.5% | Reduced |
| Finward Bancorp | 16,834 | $6.28M | 4.76% | −109−0.6% | Reduced |
| Icapital Wealth LLC | 16,837 | $6.28M | 3.52% | −6,928−29.2% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 16,843 | $6.28M | 2.24% | +10.0% | Added |
| GFG Capital, LLC | 16,848 | $6.28M | 1.73% | +883+5.5% | Added |