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; 6,250 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: 58 institutions have reported holding MSFT so far. See Q3 2026
- Institutional holders
- 6,250
- +96 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
- 230
- 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Charles Schwab Trust Co | 20,852 | $7.78M | 0.43% | +193+0.9% | Added |
| Centerpoint Advisors, LLC | 20,868 | $7.78M | 2.21% | −115−0.5% | Reduced |
| Burford Brothers, Inc. | 20,893 | $7.79M | 2.86% | +666+3.3% | Added |
| Z3 Capital Partners, LLC | 20,967 | $7.82M | 1.64% | +1,671+8.7% | Added |
| Beacon Financial Group | 20,982 | $7.83M | 0.71% | +832+4.1% | Added |
| Rainier Family Wealth Inc | 21,017 | $7.84M | 4.46% | −571−2.6% | Reduced |
| Studio Investment Management LLC | 21,031 | $7.84M | 1.33% | +151+0.7% | Added |
| Dimension Capital Management LLC | 21,038 | $7.85M | 0.92% | +8,353+65.8% | Added |
| SWP Investment Management LLC | 21,041 | $7.85M | 5.42% | +780+3.8% | Added |
| Caliber Wealth Management, LLC | 21,075 | $7.86M | 0.76% | +434+2.1% | Added |
| Red Cedar Investment Management, LLC | 21,078 | $7.86M | 0.74% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 21,084 | $7.86M | 1.98% | +1,836+9.5% | Added |
| MW Advisory, LLC | 21,088 | $7.87M | 3.14% | +21,088 | New |
| Palogic Value Management, L.P. | 21,091 | $7.87M | 2.79% | +5,450+34.8% | Added |
| Cromwell Holdings LLC | 21,093 | $7.87M | 3.53% | +555+2.7% | Added |
| Wealth Architects, LLC | 21,111 | $7.87M | 0.62% | +488+2.4% | Added |
| Baker Tilly Wealth Management, LLC | 21,120 | $7.88M | 1.69% | +1,650+8.5% | Added |
| Summit Financial Strategies, Inc. | 21,133 | $7.88M | 0.55% | +31+0.1% | Added |
| First Command Advisory Services, Inc. | 21,136 | $7.88M | 0.05% | −4,717−18.2% | Reduced |
| SmartHarvest Portfolios, LLC | 21,156 | $7.89M | 2.55% | −18−0.1% | Reduced |
| Red Spruce Capital, LLC | 21,199 | $7.91M | 2.76% | +5,967+39.2% | Added |
| Synergy Financial Group, LTD | 21,205 | $7.91M | 5.69% | −3,291−13.4% | Reduced |
| St. Johns Investment Management Company, LLC | 21,223 | $7.92M | 2.99% | +827+4.1% | Added |
| Forum Finance Group S.A. | 26,266 | $7.92M | 2.85% | +9,559+57.2% | Added |
| Altfest L J & Co Inc | 21,240 | $7.92M | 0.77% | −3,801−15.2% | Reduced |
| Family Capital Trust Co | 21,272 | $7.93M | 2.58% | +10,230+92.6% | Added |
| Berkeley, Inc | 21,272 | $7.93M | 2.49% | +299+1.4% | Added |
| Lakeshore Financial Planning, Inc. | 21,272 | $7.94M | 2.55% | +481+2.3% | Added |
| Pinnacle Bancorp, Inc. | 21,278 | $7.94M | 2.06% | −100.0% | Reduced |
| Park Place Capital Corp | 21,290 | $7.94M | 1.26% | +3,920+22.6% | Added |
| Cottage Street Advisors LLC | 21,169 | $7.94M | 3.07% | −1,179−5.3% | Reduced |
| Advisors Preferred, LLC | 20,350 | $7.95M | 1.23% | −1,390−6.4% | Reduced |
| Eagle Capital Management, LLC | 21,304 | $7.95M | 2.71% | −82−0.4% | Reduced |
| Autumn Glory Partners, LLC | 21,310 | $7.95M | 2.25% | +10,261+92.9% | Added |
| Investment Research & Advisory Group, Inc. | 21,313 | $7.95M | 2.47% | +105+0.5% | Added |
| Arvest Investments, Inc. | 21,351 | $7.96M | 0.96% | +2,527+13.4% | Added |
| Willow Creek Capital Management, Inc. | 21,376 | $7.97M | 7.74% | +21,376 | New |
| LaSalle St. Investment Advisors, LLC | 21,384 | $7.98M | 0.97% | +93+0.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 21,388 | $7.98M | 2.90% | +4,902+29.7% | Added |
| Titiun Yejiel | 21,393 | $7.98M | 6.94% | 00.0% | Unchanged |
| LCM Capital Management Inc | 21,398 | $7.98M | 3.49% | +313+1.5% | Added |
| Seizert Capital Partners, LLC | 21,405 | $7.98M | 0.33% | +5,954+38.5% | Added |
| Diligent Investors, LLC | 21,489 | $8.02M | 1.79% | +36+0.2% | Added |
| Zimmer Partners, LP | 21,500 | $8.02M | 0.19% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 20,632 | $8.02M | 4.73% | −369−1.8% | Reduced |
| Hamel Associates, Inc. | 21,522 | $8.03M | 2.21% | +440+2.1% | Added |
| GSG Advisors LLC | 21,530 | $8.03M | 1.77% | −787−3.5% | Reduced |
| KWMG, LLC | 21,531 | $8.03M | 0.58% | +518+2.5% | Added |
| Sherman Porfolios, LLC | 21,698 | $8.03M | 0.63% | −248−1.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 21,540 | $8.03M | 1.05% | −3,904−15.3% | Reduced |
| Tempus Wealth Planning, LLC | 21,552 | $8.04M | 1.57% | +237+1.1% | Added |
| Groupe des Assurances du Credit Mutuel | 21,560 | $8.04M | 100.00% | −72,040−77.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 21,618 | $8.07M | 2.14% | +1,019+4.9% | Added |
| Artemis Investment Management LLP | 21,647 | $8.07M | 0.07% | −24,749−53.3% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 20,928 | $8.09M | 2.42% | +172+0.8% | Added |
| Octavia Wealth Advisors, LLC | 21,711 | $8.10M | 0.70% | +1,291+6.3% | Added |
| Outlook Capital Management, LLC | 21,668 | $8.11M | 2.62% | +21,668 | New |
| Cumberland Advisors Inc | 21,745 | $8.11M | 2.86% | +365+1.7% | Added |
| FLC Capital Advisors | 21,751 | $8.11M | 1.33% | +839+4.0% | Added |
| Mount Vernon Associates Inc | 21,760 | $8.12M | 5.29% | −1,005−4.4% | Reduced |
| Sylvest Advisors, LLC | 21,770 | $8.12M | 3.66% | +1,847+9.3% | Added |
| Lakehouse Capital Pty Ltd | 21,773 | $8.12M | 8.98% | 00.0% | Unchanged |
| Westwood Wealth Management | 21,778 | $8.12M | 2.35% | −2,283−9.5% | Reduced |
| Golden State Wealth Management, LLC | 21,778 | $8.12M | 0.74% | −221−1.0% | Reduced |
| Aft, Forsyth & Sober, LLC | 21,950 | $8.13M | 2.54% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 21,792 | $8.13M | 2.46% | +4,231+24.1% | Added |
| Union Heritage Capital, LLC | 21,796 | $8.13M | 2.76% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 21,812 | $8.14M | 1.95% | +59+0.3% | Added |
| StrongBox Wealth, LLC | 21,817 | $8.14M | 2.32% | −414−1.9% | Reduced |
| Elefante Mark B | 21,836 | $8.15M | 3.51% | +2,640+13.8% | Added |
| BlackDiamond Wealth Management Inc. | 16,108 | $8.15M | 3.30% | +373+2.4% | Added |
| Next Century Growth Investors LLC | 21,862 | $8.15M | 0.43% | −8,142−27.1% | Reduced |
| Karani Asset Management LLC | 21,877 | $8.16M | 5.92% | +723+3.4% | Added |
| Summerhill Capital Management lnc. | 21,887 | $8.16M | 6.52% | +4,746+27.7% | Added |
| Fortress Private Ledger, LLC | 21,914 | $8.17M | 2.23% | +498+2.3% | Added |
| Penbrook Management LLC | 21,920 | $8.18M | 5.22% | −325−1.5% | Reduced |
| O'Brien Greene & Co. Inc | 21,930 | $8.18M | 2.26% | −74−0.3% | Reduced |
| Marshall Investment Management, LLC | 21,931 | $8.18M | 3.40% | +1,732+8.6% | Added |
| Hixon Zuercher, LLC | 21,938 | $8.18M | 2.40% | +4,558+26.2% | Added |
| Income Insurance Ltd | 21,940 | $8.18M | 4.88% | +400+1.9% | Added |
| Aristides Capital LLC | 21,977 | $8.20M | 2.10% | +1,640+8.1% | Added |
| Atlanta Consulting Group Advisors, LLC | 21,978 | $8.20M | 1.30% | +909+4.3% | Added |
| Byrne Financial Freedom, LLC | 22,012 | $8.21M | 3.21% | +1,148+5.5% | Added |
| Advanced Asset Management Advisors Inc | 22,049 | $8.22M | 2.16% | −20.0% | Reduced |
| Intellectus Partners, LLC | 22,053 | $8.23M | 1.42% | +1,072+5.1% | Added |
| Lincluden Management Ltd | 22,093 | $8.24M | 0.81% | +89+0.4% | Added |
| Alpine Woods Capital Investors, LLC | 22,099 | $8.24M | 1.86% | +3,671+19.9% | Added |
| Pines Wealth Management, LLC | 22,137 | $8.26M | 2.38% | −195−0.9% | Reduced |
| Yukon Wealth Management, Inc. | 22,139 | $8.26M | 2.36% | +17,299+357.4% | Added |
| Pictet Bank & Trust Ltd | 22,238 | $8.26M | 8.86% | +1,374+6.6% | Added |
| Magnolia Capital Advisors LLC | 22,161 | $8.27M | 1.42% | +695+3.2% | Added |
| High Note Wealth, LLC | 22,176 | $8.27M | 1.41% | −143−0.6% | Reduced |
| Abel Hall, LLC | 22,194 | $8.28M | 1.43% | +6,347+40.1% | Added |
| Tandem Capital Management Corp | 22,215 | $8.29M | 3.48% | −500−2.2% | Reduced |
| SHP Wealth Management | 22,265 | $8.31M | 0.57% | −1,130−4.8% | Reduced |
| Markowski Investments | 22,269 | $8.31M | 1.83% | +22,269 | New |
| Keating Financial Advisory Services, Inc. | 22,270 | $8.31M | 1.09% | +1,788+8.7% | Added |
| Ramirez Asset Management, Inc. | 22,270 | $8.31M | 0.87% | +5,888+35.9% | Added |
| Cim Investment Mangement Inc | 22,281 | $8.31M | 1.99% | −939−4.0% | Reduced |
| Sonoma Private Wealth LLC | 22,313 | $8.32M | 8.94% | −1,756−7.3% | Reduced |