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 |
|---|---|---|---|---|---|
| Aspen Grove Capital, LLC | 16,868 | $6.29M | 0.91% | +121+0.7% | Added |
| Brian Low Financial Group, LLC | 16,881 | $6.30M | 3.67% | +1,962+13.2% | Added |
| Lionhunter Capital Management, LLC | 16,884 | $6.30M | 2.84% | +16,884 | New |
| S.A. Mason LLC | 16,895 | $6.30M | 1.94% | +1,380+8.9% | Added |
| Boothbay Fund Management, LLC | 16,908 | $6.31M | 0.12% | +1,640+10.7% | Added |
| Evergreen Private Wealth LLC | 16,913 | $6.31M | 2.33% | +564+3.4% | Added |
| Darden Wealth Group Inc | 16,925 | $6.31M | 2.50% | −981−5.5% | Reduced |
| Eley Financial Management, Inc | 16,936 | $6.32M | 2.05% | +604+3.7% | Added |
| Northbridge Financial Group, LLC | 16,943 | $6.32M | 2.43% | +924+5.8% | Added |
| Pflug Koory, LLC | 16,958 | $6.33M | 2.53% | +383+2.3% | Added |
| SFM, LLC | 16,972 | $6.33M | 3.25% | −3,570−17.4% | Reduced |
| Evermay Wealth Management LLC | 16,981 | $6.33M | 0.65% | −376−2.2% | Reduced |
| Marion Wealth Management | 16,999 | $6.34M | 1.29% | +288+1.7% | Added |
| Sierra Capital LLC | 17,005 | $6.34M | 0.61% | +1,104+6.9% | Added |
| Freedom Day Solutions, LLC | 17,025 | $6.35M | 1.41% | +3,241+23.5% | Added |
| Headlands Technologies LLC | 17,028 | $6.35M | 0.67% | −53,850−76.0% | Reduced |
| Addison Capital Co | 17,031 | $6.35M | 1.04% | +54+0.3% | Added |
| Iams Wealth Management, LLC | 17,031 | $6.35M | 1.91% | +258+1.5% | Added |
| New Insight Wealth Advisors | 17,083 | $6.37M | 1.88% | +3,269+23.7% | Added |
| Stolper Co | 17,093 | $6.38M | 1.65% | −12,780−42.8% | Reduced |
| Bernicke Wealth Management, Ltd. | 17,096 | $6.38M | 0.74% | −1,189−6.5% | Reduced |
| Topsail Wealth Management, LLC | 17,117 | $6.38M | 0.82% | −61−0.4% | Reduced |
| Robbins Farley LLC | 17,127 | $6.39M | 2.45% | +3,788+28.4% | Added |
| Oak Asset Management, LLC | 17,130 | $6.39M | 2.05% | +1,421+9.0% | Added |
| Commonwealth Financial Services, LLC | 20,595 | $6.39M | 0.86% | +4,264+26.1% | Added |
| Chelsea Counsel Co | 17,146 | $6.40M | 2.71% | −342−2.0% | Reduced |
| Altman Advisors, Inc. | 17,153 | $6.40M | 2.30% | −97−0.6% | Reduced |
| NCM Capital Management, LLC | 17,156 | $6.40M | 1.97% | +132+0.8% | Added |
| Founders Grove Wealth Partners, LLC | 17,171 | $6.41M | 1.28% | +338+2.0% | Added |
| Legacy CG, LLC | 17,172 | $6.41M | 1.64% | +1,678+10.8% | Added |
| Spectrum Strategic Capital Management, LLC | 17,182 | $6.41M | 3.18% | +3,198+22.9% | Added |
| Wealth Effects LLC | 17,183 | $6.41M | 1.73% | +261+1.5% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 17,184 | $6.41M | 1.70% | +1,821+11.9% | Added |
| Key Client Fiduciary Advisors, LLC | 17,201 | $6.42M | 1.87% | −79−0.5% | Reduced |
| Quantum Financial Advisors, LLC | 17,205 | $6.42M | 0.63% | +1,054+6.5% | Added |
| Legal Advantage Investments, Inc. | 17,207 | $6.42M | 2.25% | +917+5.6% | Added |
| RBA Wealth Management, LLC | 17,220 | $6.42M | 2.36% | −2,562−13.0% | Reduced |
| HF Advisory Group, LLC | 17,237 | $6.43M | 1.99% | +743+4.5% | Added |
| Duncan Williams Asset Management, LLC | 17,243 | $6.43M | 1.45% | +79+0.5% | Added |
| Columbus Macro, LLC | 17,245 | $6.43M | 0.63% | +372+2.2% | Added |
| Orleans Capital Management Corp | 17,252 | $6.44M | 3.32% | +2,058+13.5% | Added |
| Mechanics Financial Corp | 17,257 | $6.44M | 2.30% | +419+2.5% | Added |
| Congress Park Capital LLC | 17,259 | $6.44M | 1.74% | +1,329+8.3% | Added |
| Cape Investment Advisory, Inc. | 17,276 | $6.44M | 1.72% | +937+5.7% | Added |
| Wealth Dimensions Group, Ltd. | 17,299 | $6.45M | 1.16% | +87+0.5% | Added |
| Correct Capital Wealth Management | 17,311 | $6.46M | 1.11% | +1,000+6.1% | Added |
| First Financial Group Corp | 17,322 | $6.46M | 4.67% | −45−0.3% | Reduced |
| Millstone Evans Group, LLC | 17,326 | $6.46M | 3.50% | +10+0.1% | Added |
| Novem Group | 17,333 | $6.47M | 0.66% | +1,429+9.0% | Added |
| Trust Investment Advisors | 17,339 | $6.47M | 3.09% | +124+0.7% | Added |
| Miramontes Capital, LLC | 17,358 | $6.47M | 2.02% | +600+3.6% | Added |
| City State Bank | 17,362 | $6.48M | 1.48% | +830+5.0% | Added |
| Shayne & Co., LLC | 17,405 | $6.49M | 1.93% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 17,414 | $6.50M | 3.12% | −1,747−9.1% | Reduced |
| Spreng Capital Management, Inc. | 17,417 | $6.50M | 2.36% | −328−1.8% | Reduced |
| Opinicus Capital, Inc. | 17,420 | $6.50M | 3.48% | +259+1.5% | Added |
| Old Mission Investment Co LLC | 17,424 | $6.50M | 1.35% | +34+0.2% | Added |
| ICW Investment Advisors LLC | 17,429 | $6.50M | 2.28% | +122+0.7% | Added |
| Poehling Capital Management, LLC | 17,480 | $6.52M | 1.40% | −99−0.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 17,485 | $6.52M | 0.57% | −520−2.9% | Reduced |
| Elwood Capital Partners LP | 17,493 | $6.53M | 4.76% | −5,250−23.1% | Reduced |
| Lavaca Capital LLC | 17,507 | $6.53M | 0.68% | +11,009+169.4% | Added |
| Blueprint Investment Partners LLC | 17,515 | $6.53M | 0.54% | +7,343+72.2% | Added |
| United Community Bank | 17,525 | $6.54M | 2.02% | −59−0.3% | Reduced |
| McBroom & Associates, LLC | 17,526 | $6.54M | 3.29% | −520−2.9% | Reduced |
| Bridgelight Financial Advisors, Inc. | 17,609 | $6.57M | 4.50% | +16,735+1,914.8% | Added |
| AA Financial Advisors, LLC | 17,610 | $6.57M | 0.79% | +817+4.9% | Added |
| Mraz, Amerine & Associates, Inc. | 17,616 | $6.57M | 0.94% | −260−1.5% | Reduced |
| Ayalon Holdings Ltd. | 17,639 | $6.58M | 0.81% | +480+2.8% | Added |
| Carl P. Sherr & Co., LLC | 17,644 | $6.58M | 2.76% | −482−2.7% | Reduced |
| Hager Investment Management Services, LLC | 17,677 | $6.59M | 3.03% | +2,025+12.9% | Added |
| Pacitti Group Inc. | 17,680 | $6.59M | 2.09% | +60+0.3% | Added |
| Bull Street Advisors, LLC | 17,685 | $6.60M | 3.01% | +746+4.4% | Added |
| Saxon Interests, Inc. | 17,686 | $6.60M | 1.82% | −281−1.6% | Reduced |
| Truvestments Capital LLC | 17,694 | $6.60M | 0.98% | −372−2.1% | Reduced |
| Christine Messmer PC | 17,705 | $6.60M | 3.72% | +547+3.2% | Added |
| N10 Assets, LLC | 17,714 | $6.61M | 2.86% | +17,714 | New |
| American Trust Investment Advisors, LLC | 17,717 | $6.61M | 3.26% | +2,072+13.2% | Added |
| Symmetry Partners, LLC | 17,734 | $6.61M | 0.34% | +530+3.1% | Added |
| Vann Equity Management LLC | 17,747 | $6.62M | 4.02% | −162−0.9% | Reduced |
| Pincus Capital Management, LP | 17,757 | $6.62M | 3.95% | 00.0% | Unchanged |
| Eagle Wealth Advisors LLC | 17,765 | $6.63M | 5.06% | −625−3.4% | Reduced |
| Miller Capital Partners, Inc. | 17,785 | $6.63M | 2.61% | −423−2.3% | Reduced |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | 16,788 | $6.64M | 3.25% | +16,788 | New |
| Voya Financial Advisors, Inc. | 18,004 | $6.64M | 0.58% | −1,673−8.5% | Reduced |
| LexAurum Advisors, LLC | 17,790 | $6.64M | 0.77% | +538+3.1% | Added |
| Brasada Capital Management, LP | 17,814 | $6.64M | 1.20% | −11,174−38.5% | Reduced |
| Goldenstone Wealth Management LLC | 17,856 | $6.66M | 4.36% | +1,228+7.4% | Added |
| Financial Gravity Companies, Inc. | 24,851 | $6.67M | 1.08% | +24,851 | New |
| Dark Forest Capital Management LP | 17,870 | $6.67M | 0.43% | +5,009+38.9% | Added |
| Adams Asset Advisors, LLC | 17,877 | $6.67M | 0.76% | +553+3.2% | Added |
| Slow Capital, Inc. | 17,878 | $6.67M | 0.78% | +855+5.0% | Added |
| Sirios Capital Management L P | 17,885 | $6.67M | 0.81% | −4,512−20.1% | Reduced |
| Colton Groome Financial Advisors, LLC | 17,896 | $6.68M | 1.61% | +777+4.5% | Added |
| Peterson Wealth Services | 17,901 | $6.68M | 1.46% | +617+3.6% | Added |
| Flavin Financial Services, Inc. | 17,912 | $6.68M | 3.81% | +2,678+17.6% | Added |
| Sterling Investment Counsel, LLC | 17,940 | $6.69M | 1.58% | +557+3.2% | Added |
| River Street Advisors LLC | 17,946 | $6.69M | 1.97% | +1,454+8.8% | Added |
| Fortem Financial Group, LLC | 17,957 | $6.70M | 1.37% | +1,000+5.9% | Added |
| Lazari Capital Management, Inc. | 17,957 | $6.70M | 2.06% | +438+2.5% | Added |