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 |
|---|---|---|---|---|---|
| Schwerin Boyle Capital Management Inc | 17,960 | $6.70M | 0.82% | −450−2.4% | Reduced |
| Northcape Wealth Management, LLC | 17,981 | $6.71M | 1.76% | +241+1.4% | Added |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 17,986 | $6.71M | 2.31% | +17,986 | New |
| Ables, Iannone, Moore & Associates, Inc. | 17,986 | $6.71M | 3.58% | −296−1.6% | Reduced |
| Tower View Investment Management & Research LLC | 18,048 | $6.73M | 2.96% | +50+0.3% | Added |
| Greystone Financial Group, LLC | 18,050 | $6.73M | 1.88% | −562−3.0% | Reduced |
| Guinness Atkinson Asset Management Inc | 18,051 | $6.73M | 3.02% | −515−2.8% | Reduced |
| Mason & Associates Inc | 18,070 | $6.74M | 1.09% | +626+3.6% | Added |
| Grant Private Wealth Management Inc | 18,075 | $6.74M | 2.84% | +3,557+24.5% | Added |
| Kingstone Capital Partners Texas, LLC | 18,088 | $6.75M | 3.59% | +676+3.9% | Added |
| Probity Advisors, Inc. | 18,095 | $6.75M | 0.97% | −104−0.6% | Reduced |
| InvesTrust | 18,109 | $6.76M | 2.60% | −429−2.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 18,146 | $6.77M | 2.10% | −302−1.6% | Reduced |
| Tower Trust & Investment Co | 18,171 | $6.78M | 4.11% | −337−1.8% | Reduced |
| Consilium Wealth Advisory, LLC | 18,196 | $6.79M | 2.01% | +1,620+9.8% | Added |
| YANKCOM Partnership | 18,205 | $6.79M | 2.44% | +2,109+13.1% | Added |
| Johnson Financial Group, LLC | 18,209 | $6.79M | 0.37% | +4,143+29.5% | Added |
| Sym Financial Corp | 18,239 | $6.80M | 0.55% | −3,131−14.7% | Reduced |
| MTM Investment Management, LLC | 18,242 | $6.80M | 1.94% | +90+0.5% | Added |
| Invesco, LLC | 18,252 | $6.81M | 2.11% | +305+1.7% | Added |
| Kentucky Trust Co | 18,257 | $6.81M | 3.28% | +324+1.8% | Added |
| Aster Capital Management (DIFC) Ltd | 18,271 | $6.82M | 1.45% | +13,700+299.7% | Added |
| Wrapmanager Inc | 18,319 | $6.83M | 2.14% | −894−4.7% | Reduced |
| Ponta Wealth Partners, LLC | 18,321 | $6.83M | 3.66% | +3,134+20.6% | Added |
| CWS Financial Advisors, LLC | 18,324 | $6.84M | 1.52% | +121+0.7% | Added |
| Ballast, Inc. | 18,334 | $6.84M | 1.29% | +1,193+7.0% | Added |
| Financial Management Network Inc | 17,370 | $6.84M | 0.98% | −229−1.3% | Reduced |
| General Partner, Inc. | 18,351 | $6.85M | 3.68% | −500−2.7% | Reduced |
| N10 Wealth, LLC | 18,422 | $6.87M | 2.44% | +18,422 | New |
| Noesis Capital Mangement Corp | 18,446 | $6.88M | 0.83% | −191−1.0% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 18,449 | $6.88M | 4.75% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 18,452 | $6.88M | 3.01% | +950+5.4% | Added |
| Black Diamond Capital Management I, LLLP | 18,500 | $6.90M | 4.57% | +18,500 | New |
| Ravenswood Partners LP | 18,506 | $6.90M | 2.21% | −6,993−27.4% | Reduced |
| Diamant Asset Management, Inc. | 18,523 | $6.91M | 4.70% | −6,791,865−99.7% | Reduced |
| Tsai Capital Corp | 18,558 | $6.92M | 5.12% | +8,521+84.9% | Added |
| Flynn Zito Capital Management, LLC | 18,559 | $6.92M | 1.88% | −483−2.5% | Reduced |
| MOKAN Wealth Management Inc. | 18,563 | $6.92M | 2.65% | +3,439+22.7% | Added |
| Sentinel Trust Co Lba | 18,568 | $6.93M | 0.61% | −987−5.0% | Reduced |
| Select Asset Management & Trust | 18,574 | $6.93M | 1.99% | +3,005+19.3% | Added |
| Cohen Investment Advisors LLC | 18,594 | $6.94M | 3.11% | −156−0.8% | Reduced |
| Peninsula Asset Management Inc | 18,623 | $6.95M | 3.33% | −40−0.2% | Reduced |
| First Business Financial Services, Inc. | 18,644 | $6.95M | 0.54% | +597+3.3% | Added |
| Owl Creek Asset Management, L.P. | 18,647 | $6.96M | 0.62% | +18,647 | New |
| Titan Investment Management LLC | 18,684 | $6.97M | 5.16% | −137−0.7% | Reduced |
| Mountain Hill Investment Partners Corp. | 18,689 | $6.97M | 3.95% | +432+2.4% | Added |
| Tobam | 18,700 | $6.97M | 1.69% | −477−2.5% | Reduced |
| Schrum Private Wealth Management LLC | 15,715 | $6.98M | 7.17% | −1,412−8.2% | Reduced |
| Bank of Stockton | 18,700 | $6.98M | 1.96% | −1,059−5.4% | Reduced |
| Central Valley Advisors, LLC | 18,730 | $6.99M | 1.79% | −900−4.6% | Reduced |
| Peoples Financial Services Corp. | 18,735 | $6.99M | 3.02% | −269−1.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 18,770 | $7.00M | 1.88% | −612−3.2% | Reduced |
| NewSquare Capital LLC | 18,771 | $7.00M | 0.52% | +1,380+7.9% | Added |
| Corecam AG | 18,779 | $7.01M | 5.98% | +5,372+40.1% | Added |
| Graphene Investments SAS | 18,800 | $7.01M | 4.08% | +3,000+19.0% | Added |
| Family Legacy, Inc. | 18,807 | $7.02M | 1.87% | −10−0.1% | Reduced |
| Victory Financial Group, LLC | 18,818 | $7.02M | 0.74% | +491+2.7% | Added |
| Navellier & Associates Inc | 18,830 | $7.02M | 0.56% | +1,095+6.2% | Added |
| Trail Ridge Investment Advisors, LLC | 18,831 | $7.02M | 2.97% | −3,615−16.1% | Reduced |
| NWF Advisory Services Inc. | 18,837 | $7.03M | 0.66% | −359−1.9% | Reduced |
| RIA Advisory Group LLC | 18,842 | $7.03M | 1.56% | +340+1.8% | Added |
| Almanack Investment Partners, LLC. | 18,859 | $7.03M | 0.90% | +10,746+132.5% | Added |
| Headland Capital, LLC | 18,870 | $7.04M | 1.74% | +869+4.8% | Added |
| QTR Family Wealth, LLC | 18,888 | $7.05M | 2.45% | +560+3.1% | Added |
| GSB Wealth Management, LLC | 18,902 | $7.05M | 1.42% | +2,384+14.4% | Added |
| Fire Capital Management LLC | 18,903 | $7.05M | 2.87% | +2,851+17.8% | Added |
| Parkside Investments, LLC | 18,909 | $7.05M | 0.78% | −1,664−8.1% | Reduced |
| Florida Financial Advisors, LLC | 18,925 | $7.06M | 1.19% | −1,158−5.8% | Reduced |
| Security National Bank of So Dak | 18,949 | $7.07M | 3.26% | −2,151−10.2% | Reduced |
| Fairvoy Private Wealth, LLC | 18,954 | $7.07M | 1.43% | +1,835+10.7% | Added |
| Pettee Investors, Inc. | 18,962 | $7.07M | 3.48% | −50−0.3% | Reduced |
| Byrne Asset Management LLC | 18,971 | $7.08M | 3.85% | −1,216−6.0% | Reduced |
| Private Management Group Inc | 18,974 | $7.08M | 0.19% | +3,071+19.3% | Added |
| Adelphi Trust Co | 18,991 | $7.08M | 4.70% | +1,611+9.3% | Added |
| Bluegrass Capital Partners LP | 19,000 | $7.09M | 4.60% | −25,000−56.8% | Reduced |
| Banco de Sabadell, S.A | 19,015 | $7.09M | 4.16% | +221+1.2% | Added |
| Hudson Canyon Capital Management | 19,022 | $7.10M | 3.80% | −636−3.2% | Reduced |
| Joseph Group Capital Management | 19,040 | $7.10M | 1.49% | +1,124+6.3% | Added |
| Firetrail Investments Pty Ltd | 19,160 | $7.10M | 2.00% | +19,160 | New |
| Holistic Planning, LLC | 19,084 | $7.12M | 1.11% | +1,603+9.2% | Added |
| WP Advisors, LLC | 19,088 | $7.12M | 1.72% | +1,010+5.6% | Added |
| Prentiss Smith & Co Inc | 19,091 | $7.12M | 3.91% | +558+3.0% | Added |
| Tortuga Wealth Management, Inc | 19,102 | $7.13M | 5.41% | +1,189+6.6% | Added |
| CastleKnight Management LP | 19,120 | $7.13M | 0.26% | +11,700+157.7% | Added |
| Alexander Labrunerie & Co., Inc. | 19,122 | $7.13M | 2.50% | −549−2.8% | Reduced |
| Daybright Advisory Services, Inc. | 15,355 | $7.14M | 1.70% | −3,391−18.1% | Reduced |
| Castlefield Investment Partners LLP | 19,139 | $7.14M | 4.85% | −1,118−5.5% | Reduced |
| 1776 Wealth LLC | 19,140 | $7.14M | 2.52% | +414+2.2% | Added |
| Gerald Baker Financial Group LLC | 19,146 | $7.14M | 2.03% | +11+0.1% | Added |
| LBMC Investment Advisors, LLC | 19,159 | $7.15M | 0.39% | +1,856+10.7% | Added |
| Cercano Management LLC | 19,163 | $7.15M | 0.95% | −589,162−96.8% | Reduced |
| Arsenal Capital Advisors LLC | 19,188 | $7.16M | 4.22% | +54+0.3% | Added |
| Weiss Asset Management LP | 19,194 | $7.16M | 0.08% | +19,194 | New |
| Gilliland Jeter Wealth Management LLC | 19,195 | $7.16M | 1.88% | −323−1.7% | Reduced |
| Sculati Wealth Management, LLC | 18,191 | $7.16M | 2.39% | −154−0.8% | Reduced |
| McKinney Capital Management, LLC | 19,266 | $7.19M | 2.83% | +2,466+14.7% | Added |
| Trivant Custom Portfolio Group, LLC | 19,272 | $7.19M | 3.83% | −257−1.3% | Reduced |
| Liberty Wealth Management LLC | 19,425 | $7.19M | 0.90% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 19,290 | $7.20M | 2.41% | −23−0.1% | Reduced |
| VisionPoint Advisory Group, LLC | 19,292 | $7.20M | 1.17% | −676−3.4% | Reduced |