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 |
|---|---|---|---|---|---|
| Spirit of America Management Corp | 19,299 | $7.20M | 1.36% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 19,306 | $7.20M | 1.43% | −15−0.1% | Reduced |
| Integrity Advisory Solutions, LLC | 19,325 | $7.21M | 0.74% | +2,196+12.8% | Added |
| Chemistry Wealth Management LLC | 19,353 | $7.22M | 1.16% | −90−0.5% | Reduced |
| Bennett Selby Investments LP | 19,359 | $7.22M | 2.31% | +194+1.0% | Added |
| Principal Street Partners, LLC | 19,361 | $7.22M | 1.06% | −574−2.9% | Reduced |
| Pring Turner Capital Group Inc | 14,464 | $7.23M | 4.14% | +5,173+55.7% | Added |
| Adams Wealth Management | 19,388 | $7.23M | 1.38% | +1,740+9.9% | Added |
| IKE Capital, LLC | 19,440 | $7.25M | 3.81% | −1,191−5.8% | Reduced |
| Fairbanks Capital Management, Inc. | 19,447 | $7.25M | 4.30% | −201−1.0% | Reduced |
| COFG Advisors, LLC | 19,455 | $7.26M | 1.25% | +3,490+21.9% | Added |
| Emerald Advisors, LLC | 19,457 | $7.26M | 0.91% | +967+5.2% | Added |
| First City Capital Management, Inc. | 19,466 | $7.26M | 3.53% | +39+0.2% | Added |
| Archer Investment Corp | 19,471 | $7.26M | 1.39% | +1,957+11.2% | Added |
| Bridgewealth Advisory Group, LLC | 19,476 | $7.27M | 1.37% | +18+0.1% | Added |
| Phoenix Wealth Advisors | 19,482 | $7.27M | 2.45% | −308−1.6% | Reduced |
| North Growth Management Ltd. | 19,000 | $7.27M | 0.93% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 19,499 | $7.27M | 1.76% | −558−2.8% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 19,518 | $7.28M | 0.95% | −192−1.0% | Reduced |
| Global Financial Private Client, LLC | 19,540 | $7.29M | 1.98% | +1,547+8.6% | Added |
| Onyx Bridge Wealth Group LLC | 19,541 | $7.29M | 0.66% | +265+1.4% | Added |
| Virtue Capital Management, LLC | 19,554 | $7.29M | 0.97% | +593+3.1% | Added |
| Townsend Asset Management Corp | 19,604 | $7.31M | 2.34% | +105+0.5% | Added |
| Cerro Pacific Wealth Advisors LLC | 19,618 | $7.32M | 1.65% | −48−0.2% | Reduced |
| Aviso Wealth Management | 19,643 | $7.33M | 2.88% | +429+2.2% | Added |
| Boxwood Ventures, Inc. | 19,890 | $7.33M | 4.38% | 00.0% | Unchanged |
| RD Finance Ltd | 19,664 | $7.33M | 7.24% | 00.0% | Unchanged |
| Bouvel Investment Partners, LLC | 19,674 | $7.34M | 1.66% | −270−1.4% | Reduced |
| Bernard Wealth Management Corp. | 19,674 | $7.34M | 2.71% | −140−0.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 19,725 | $7.36M | 3.98% | −90−0.5% | Reduced |
| Abacus Wealth Partners, LLC | 19,735 | $7.36M | 0.77% | −8,595−30.3% | Reduced |
| Prosperity Financial Group, Inc. | 19,767 | $7.37M | 2.29% | +83+0.4% | Added |
| Resolute Wealth Strategies, LLC | 19,784 | $7.38M | 2.86% | −714−3.5% | Reduced |
| First Community Trust NA | 19,784 | $7.38M | 3.33% | +325+1.7% | Added |
| Financial Strategies Group, Inc. | 18,556 | $7.38M | 1.18% | +339+1.9% | Added |
| Thrive Wealth Management, LLC | 19,809 | $7.39M | 0.95% | +104+0.5% | Added |
| Accretive Wealth Partners, LLC | 19,814 | $7.39M | 1.80% | +674+3.5% | Added |
| Investment Partners, Ltd. | 19,817 | $7.39M | 2.31% | −404−2.0% | Reduced |
| Anb Bank | 19,870 | $7.41M | 2.77% | −563−2.8% | Reduced |
| Bangor Savings Bank | 19,876 | $7.41M | 0.55% | +743+3.9% | Added |
| Strong Retirement Solutions LLC | 19,959 | $7.45M | 4.46% | +1,766+9.7% | Added |
| Bender Robert & Associates | 19,960 | $7.45M | 1.55% | +264+1.3% | Added |
| Integral Investment Advisors, Inc. | 19,965 | $7.45M | 1.64% | +2,344+13.3% | Added |
| Seeds Investor LLC | 19,974 | $7.45M | 0.77% | +776+4.0% | Added |
| Dempze Nancy E | 19,983 | $7.45M | 3.57% | +1,029+5.4% | Added |
| Aldebaran Capital, LLC | 20,044 | $7.48M | 5.62% | −310−1.5% | Reduced |
| WealthBridge Investment Counsel Inc. | 20,051 | $7.48M | 2.00% | +155+0.8% | Added |
| Walkner Condon Financial Advisors LLC | 20,060 | $7.48M | 0.86% | −75−0.4% | Reduced |
| Keudell/Morrison Wealth Management | 20,062 | $7.48M | 1.41% | +120+0.6% | Added |
| First County Bank | 20,082 | $7.49M | 3.52% | +2,027+11.2% | Added |
| Griffith & Werner, Inc. | 20,092 | $7.50M | 3.51% | +2,020+11.2% | Added |
| Koenig Investment Advisory, LLC | 20,110 | $7.50M | 5.83% | −13−0.1% | Reduced |
| Second Line Capital, LLC | 20,122 | $7.51M | 1.40% | +929+4.8% | Added |
| Sweeney & Michel, LLC | 15,027 | $7.51M | 1.97% | −308−2.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 20,148 | $7.52M | 4.25% | +427+2.2% | Added |
| Intrua Financial, LLC | 20,153 | $7.52M | 0.71% | +348+1.8% | Added |
| Gold Investment Management Ltd. | 20,157 | $7.52M | 2.04% | +62+0.3% | Added |
| Trust Co of the South | 20,173 | $7.52M | 1.06% | +489+2.5% | Added |
| Summit Asset Management, LLC | 20,206 | $7.54M | 0.97% | −62−0.3% | Reduced |
| Marino, Stram & Associates LLC | 20,207 | $7.54M | 1.20% | +184+0.9% | Added |
| DeDora Capital, Inc. | 20,225 | $7.54M | 1.64% | +1,442+7.7% | Added |
| Boltwood Capital Management | 20,229 | $7.55M | 1.73% | +937+4.9% | Added |
| Onefund, LLC | 20,241 | $7.55M | 4.28% | −189−0.9% | Reduced |
| Horizon Investment Services, LLC | 20,304 | $7.57M | 2.11% | +418+2.1% | Added |
| Uncommon Cents Investing LLC | 20,311 | $7.58M | 1.64% | −50.0% | Reduced |
| Martin & Co Inc | 20,330 | $7.58M | 1.18% | +71+0.4% | Added |
| Royal Capital Wealth Management, LLC | 20,340 | $7.59M | 4.26% | −71−0.3% | Reduced |
| Triangle Securities Wealth Management | 20,364 | $7.60M | 1.51% | −1,556−7.1% | Reduced |
| Nellore Capital Management LLC | 20,388 | $7.61M | 0.84% | −16,312−44.4% | Reduced |
| Sittner & Nelson, LLC | 20,390 | $7.61M | 2.39% | +325+1.6% | Added |
| Martin Capital Partners, LLC | 20,412 | $7.61M | 2.80% | +331+1.6% | Added |
| Raelipskie Partnership | 20,422 | $7.62M | 2.88% | +978+5.0% | Added |
| 626 Financial, LLC | 20,426 | $7.62M | 2.98% | +250+1.2% | Added |
| Alteri Wealth LLC | 20,490 | $7.64M | 2.11% | +1,176+6.1% | Added |
| Luma Capital S.A. - SPF | 20,500 | $7.65M | 6.82% | 00.0% | Unchanged |
| Palmer Knight Co | 20,504 | $7.65M | 2.94% | −504−2.4% | Reduced |
| Socorro Asset Management LP | 20,509 | $7.65M | 3.43% | +656+3.3% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 20,516 | $7.65M | 2.54% | +4,256+26.2% | Added |
| Brooks, Moore & Associates, Inc. | 20,529 | $7.66M | 3.44% | +2,145+11.7% | Added |
| Gardner Lewis Asset Management L P | 20,579 | $7.68M | 1.71% | −7,060−25.5% | Reduced |
| Orographic Financial Advisors, LLC | 15,594 | $7.68M | 5.08% | +117+0.8% | Added |
| Financial Planning Hawaii, Inc. | 20,621 | $7.69M | 4.13% | +496+2.5% | Added |
| Insight Wealth Strategies, LLC | 20,025 | $7.70M | 0.75% | +1,376+7.4% | Added |
| Concentric Capital Strategies, LP | 20,641 | $7.70M | 0.47% | −2,318−10.1% | Reduced |
| Amarillo National Bank | 20,650 | $7.70M | 1.23% | +52+0.3% | Added |
| Norway Savings Bank | 20,652 | $7.70M | 3.23% | +823+4.2% | Added |
| Exeter Financial, LLC | 20,662 | $7.71M | 2.95% | +1,481+7.7% | Added |
| Bizma Investimentos Ltda | 20,675 | $7.71M | 2.39% | 00.0% | Unchanged |
| Eos Management, L.P. | 20,696 | $7.72M | 3.06% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 20,862 | $7.72M | 1.70% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 20,707 | $7.72M | 0.95% | −797−3.7% | Reduced |
| Waterfront Wealth Inc. | 20,059 | $7.72M | 1.20% | +3,395+20.4% | Added |
| Jericho Financial, LLP | 20,750 | $7.74M | 4.01% | +586+2.9% | Added |
| Redmond Asset Management, LLC | 20,777 | $7.75M | 1.93% | −834−3.9% | Reduced |
| Catherine Avery Investment Management LLC | 20,780 | $7.75M | 3.39% | +13,761+196.1% | Added |
| Scissortail Wealth Management, LLC | 20,797 | $7.76M | 1.49% | +305+1.5% | Added |
| Cherokee Insurance Co | 20,825 | $7.77M | 3.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 20,846 | $7.78M | 0.64% | −263−1.2% | Reduced |
| Alaethes Wealth LLC | 20,849 | $7.78M | 2.26% | −43−0.2% | Reduced |
| Charles Schwab Trust Co | 20,852 | $7.78M | 0.43% | +193+0.9% | Added |