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 |
|---|---|---|---|---|---|
| Highview Capital Management LLC | 22,315 | $8.32M | 2.40% | +1,734+8.4% | Added |
| Security National Bank of Sioux City Iowa | 22,364 | $8.34M | 3.42% | +5,905+35.9% | Added |
| TBH Global Asset Management, LLC | 22,404 | $8.36M | 1.53% | +205+0.9% | Added |
| Corsair Capital Management, L.P. | 22,460 | $8.38M | 1.05% | −984−4.2% | Reduced |
| Main Street Group, LTD | 22,468 | $8.38M | 1.95% | −878−3.8% | Reduced |
| Fulcrum Wealth Advisors, LLC | 22,471 | $8.38M | 6.40% | +1,642+7.9% | Added |
| Graham Capital Management, L.P. | 22,479 | $8.39M | 0.22% | −3,791−14.4% | Reduced |
| Notis-McConarty Edward | 22,516 | $8.40M | 3.63% | +839+3.9% | Added |
| Trust Co of Kansas | 22,575 | $8.42M | 4.32% | +986+4.6% | Added |
| CCG Wealth Management, LLC | 22,598 | $8.43M | 1.96% | +1,305+6.1% | Added |
| Aurora Investment Managers, LLC. | 22,603 | $8.43M | 5.16% | +583+2.6% | Added |
| Cox Capital Mgt LLC | 22,610 | $8.43M | 4.69% | +2,669+13.4% | Added |
| Castle Rock Wealth Management, LLC | 21,962 | $8.44M | 1.66% | −8,168−27.1% | Reduced |
| AMJ Financial Wealth Management | 22,839 | $8.45M | 2.00% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 22,681 | $8.46M | 1.99% | +1,115+5.2% | Added |
| Blue Edge Capital, LLC | 22,682 | $8.46M | 1.02% | −131−0.6% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 23,023 | $8.49M | 0.28% | −269−1.2% | Reduced |
| Harbor Advisory Corp | 22,750 | $8.49M | 2.27% | +730+3.3% | Added |
| Clear Wave Wealth Management LLC | 22,756 | $8.49M | 1.89% | +705+3.2% | Added |
| Lederer & Associates Investment Counsel | 22,759 | $8.49M | 5.59% | +189+0.8% | Added |
| Focused Wealth Management, Inc | 22,779 | $8.50M | 0.75% | +1,954+9.4% | Added |
| Compass Capital Corp | 16,916 | $8.50M | 2.77% | −472−2.7% | Reduced |
| Solstein Capital, LLC | 22,846 | $8.52M | 2.92% | −85−0.4% | Reduced |
| Stablepoint Partners, LLC | 22,861 | $8.53M | 1.18% | −130−0.6% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 22,873 | $8.53M | 1.93% | −21−0.1% | Reduced |
| Blackhawk Capital Partners LLC. | 22,914 | $8.55M | 2.79% | +1,669+7.9% | Added |
| Secure Asset Management, LLC | 22,923 | $8.55M | 1.20% | −961−4.0% | Reduced |
| RIHO Partners, LLC | 22,931 | $8.55M | 4.81% | −1,309−5.4% | Reduced |
| Graybill Bartz & Assoc Ltd | 22,933 | $8.55M | 2.30% | −324−1.4% | Reduced |
| Summa Corp. | 22,948 | $8.56M | 2.69% | +227+1.0% | Added |
| New Republic Capital, LLC | 22,953 | $8.56M | 1.97% | +5,177+29.1% | Added |
| Blodgett Wealth Advisors, LLC | 22,969 | $8.57M | 5.74% | +123+0.5% | Added |
| OceanIQ Capital, LLC | 17,018 | $8.57M | 5.25% | +17,018 | New |
| Centric Wealth Management | 20,794 | $8.60M | 1.34% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 23,091 | $8.61M | 3.28% | −153−0.7% | Reduced |
| Riverview Capital Advisers, LLC | 23,104 | $8.62M | 2.47% | −325−1.4% | Reduced |
| Concentrum Wealth Management | 23,149 | $8.64M | 2.07% | −175−0.8% | Reduced |
| Ayrshire Capital Management LLC | 23,150 | $8.64M | 4.04% | −1,819−7.3% | Reduced |
| Range Advisory, LLC | 23,157 | $8.64M | 1.03% | +8,245+55.3% | Added |
| Breakwater Capital Group | 23,177 | $8.65M | 1.04% | −5,528−19.3% | Reduced |
| Aspen Investment Management Inc | 23,195 | $8.65M | 2.33% | +414+1.8% | Added |
| Dillon & Associates Inc | 23,204 | $8.65M | 1.06% | +2,609+12.7% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 23,211 | $8.66M | 5.19% | −7,998−25.6% | Reduced |
| Madison Wealth Partners, Inc | 23,220 | $8.66M | 1.10% | +3,998+20.8% | Added |
| Arq Wealth Advisors, LLC | 22,202 | $8.67M | 1.07% | −2,777−11.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 23,432 | $8.67M | 0.74% | +1,696+7.8% | Added |
| Northstar Advisory Group, LLC | 23,272 | $8.68M | 2.70% | +2,355+11.3% | Added |
| Barbara Oil Co. | 23,220 | $8.70M | 2.93% | 00.0% | Unchanged |
| First PREMIER Bank | 23,348 | $8.71M | 1.41% | −243−1.0% | Reduced |
| Frisch Financial Group, Inc. | 23,372 | $8.72M | 1.50% | −2,355−9.2% | Reduced |
| Cascade Financial Partners, LLC | 23,392 | $8.73M | 0.76% | +277+1.2% | Added |
| Helium Advisors LLC | 23,398 | $8.73M | 7.25% | −739−3.1% | Reduced |
| Atlas Brown,Inc. | 23,402 | $8.73M | 2.34% | +230+1.0% | Added |
| Wealth Alliance Advisory Group, LLC | 23,422 | $8.74M | 1.26% | +1,991+9.3% | Added |
| Forte Asset Management LLC | 23,436 | $8.74M | 3.57% | −82−0.3% | Reduced |
| MSH Capital Advisors LLC | 23,508 | $8.77M | 1.53% | +2,802+13.5% | Added |
| Wealth Advisory Solutions, LLC | 23,516 | $8.77M | 1.80% | +3,994+20.5% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 23,525 | $8.78M | 5.24% | −18,156−43.6% | Reduced |
| Canton Hathaway, LLC | 23,557 | $8.79M | 1.68% | −300−1.3% | Reduced |
| Lesa Sroufe & Co | 23,584 | $8.80M | 6.27% | −1,220−4.9% | Reduced |
| Piscataqua Savings Bank | 23,604 | $8.80M | 5.94% | −2,987−11.2% | Reduced |
| Midland Wealth Advisors LLC | 23,646 | $8.82M | 0.41% | −510−2.1% | Reduced |
| LOM Asset Management Ltd | 23,651 | $8.82M | 2.28% | +354+1.5% | Added |
| Cambridge Financial Group, Inc. | 23,657 | $8.82M | 3.07% | +5,225+28.3% | Added |
| Aventura Private Wealth, LLC | 23,661 | $8.83M | 2.71% | +463+2.0% | Added |
| Drucker Wealth 3.0, LLC | 23,684 | $8.83M | 1.40% | −607−2.5% | Reduced |
| Fairfield, Bush & Co. | 23,686 | $8.84M | 4.34% | −165−0.7% | Reduced |
| United Bank | 23,689 | $8.84M | 2.69% | −1,535−6.1% | Reduced |
| B&L Asset Management LLC | 23,694 | $8.84M | 3.05% | +1,418+6.4% | Added |
| Peterson Wealth Management | 23,724 | $8.85M | 4.12% | +11,381+92.2% | Added |
| Papamarkou Wellner Asset Management inc. | 23,984 | $8.88M | 5.57% | 00.0% | Unchanged |
| Arta Finance Wealth Management LLC | 23,811 | $8.88M | 3.80% | +4,177+21.3% | Added |
| Compton Wealth Advisory Group, LLC | 23,119 | $8.88M | 1.79% | −80−0.3% | Reduced |
| Allegheny Financial Group LTD | 23,828 | $8.89M | 0.94% | +373+1.6% | Added |
| Mezzasalma Advisors, LLC | 23,850 | $8.90M | 1.79% | +456+1.9% | Added |
| Cardiff Park Advisors, LLC | 23,862 | $8.90M | 0.69% | −30−0.1% | Reduced |
| Eastover Investment Advisors LLC | 23,870 | $8.90M | 3.51% | +1,532+6.9% | Added |
| Marathon Capital Management | 23,877 | $8.91M | 1.80% | +1,167+5.1% | Added |
| Decker Wealth Management LLC | 23,878 | $8.91M | 1.89% | +835+3.6% | Added |
| Wimmer Associates 1, LLC | 23,896 | $8.91M | 4.03% | −823−3.3% | Reduced |
| Everpar Advisors LLC | 23,898 | $8.91M | 2.54% | −1,498−5.9% | Reduced |
| Hartford Funds Management Co LLC | 23,910 | $8.92M | 0.71% | +795+3.4% | Added |
| Advocate Group LLC | 23,926 | $8.92M | 1.34% | +2,205+10.2% | Added |
| TB Capital Gestao de Recursos Ltda. | 23,926 | $8.92M | 4.88% | −4,080−14.6% | Reduced |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 23,993 | $8.95M | 5.69% | +3,367+16.3% | Added |
| Xxi Wealth, LLC | 24,002 | $8.95M | 4.11% | +1,413+6.3% | Added |
| MJP Associates Inc | 24,038 | $8.97M | 0.98% | −2,969−11.0% | Reduced |
| Titan Wealth (CI) Ltd | 24,053 | $8.97M | 3.33% | +3,820+18.9% | Added |
| Botty Investors LLC | 24,067 | $8.98M | 1.90% | −914−3.7% | Reduced |
| Fiduciary Family Office, LLC | 24,078 | $8.98M | 2.25% | +2,394+11.0% | Added |
| Stoneridge Investment Partners LLC | 19,329 | $8.98M | 5.89% | +321+1.7% | Added |
| West Family Investments, Inc. | 24,135 | $9.00M | 2.61% | +5,016+26.2% | Added |
| Sava Penzisko Drushtvo A.D. Skopje | 182,281 | $9.01M | 2.77% | +153,830+540.7% | Added |
| Leisure Capital Management | 24,164 | $9.01M | 2.81% | +159+0.7% | Added |
| Ring Mountain Capital, LLC | 24,172 | $9.02M | 3.78% | −216−0.9% | Reduced |
| Adirondack Trust Co | 24,183 | $9.02M | 2.69% | +409+1.7% | Added |
| Fort Point Capital Partners LLC | 24,194 | $9.02M | 0.97% | +2,705+12.6% | Added |
| Liberty Capital Management, Inc. | 24,235 | $9.04M | 1.55% | +24,235 | New |
| All Terrain Financial Advisors, LLC | 24,248 | $9.04M | 1.90% | +5,838+31.7% | Added |
| Ethos Financial Group, LLC | 23,493 | $9.05M | 0.61% | −352−1.5% | Reduced |