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 |
|---|---|---|---|---|---|
| Hourglass Capital, LLC | 24,271 | $9.05M | 1.78% | +100.0% | Added |
| Peregrine Asset Advisers, Inc. | 24,390 | $9.10M | 1.97% | −62−0.3% | Reduced |
| Capula Management Ltd | 24,393 | $9.10M | 0.04% | −27,765−53.2% | Reduced |
| Wisconsin Capital Management LLC | 24,414 | $9.11M | 4.32% | +599+2.5% | Added |
| Prosperitas Financial LLC | 24,414 | $9.11M | 2.92% | +2,786+12.9% | Added |
| Barton Investment Management | 24,416 | $9.11M | 1.23% | 00.0% | Unchanged |
| Greenline Partners, LLC | 24,437 | $9.12M | 0.93% | +2,391+10.8% | Added |
| Clark Asset Management, LLC | 24,485 | $9.13M | 0.72% | −257−1.0% | Reduced |
| Breakwater Investment Management | 24,486 | $9.13M | 3.11% | −488−2.0% | Reduced |
| Titleist Asset Management, LLC | 24,556 | $9.16M | 0.62% | −1,815−6.9% | Reduced |
| Integrated Investment Consultants, LLC | 24,595 | $9.17M | 1.81% | +229+0.9% | Added |
| Revisor Wealth Management LLC | 24,679 | $9.21M | 2.21% | +782+3.3% | Added |
| Huntleigh Advisors, Inc. | 24,680 | $9.21M | 1.29% | −171−0.7% | Reduced |
| Prudent Man Advisors, LLC | 24,696 | $9.21M | 2.11% | +2,463+11.1% | Added |
| Mandatum Life Insurance Co Ltd | 24,711 | $9.22M | 1.71% | +2,747+12.5% | Added |
| Trust Co of Oklahoma | 24,719 | $9.22M | 2.37% | −1,079−4.2% | Reduced |
| Goodman Advisory Group, LLC | 24,763 | $9.24M | 2.12% | +1,815+7.9% | Added |
| Allied Private Wealth LLC | 24,134 | $9.25M | 5.93% | +24,134 | New |
| Orca Investment Management, LLC | 24,920 | $9.30M | 6.75% | −1,420−5.4% | Reduced |
| Arista Wealth Management, LLC | 24,924 | $9.30M | 1.00% | +1,044+4.4% | Added |
| Sentinus, LLC | 24,987 | $9.32M | 0.74% | +3,335+15.4% | Added |
| Rubicon Global Capital Ltd | 25,000 | $9.33M | 3.42% | 00.0% | Unchanged |
| Octahedron Capital Management L.P. | 25,000 | $9.33M | 4.77% | +25,000 | New |
| LCNB Corp | 25,008 | $9.33M | 2.86% | −46−0.2% | Reduced |
| Cascades Capital Asset Management, LLC | 25,039 | $9.34M | 3.45% | −1,527−5.7% | Reduced |
| Lantz Financial LLC | 25,040 | $9.34M | 1.71% | −702−2.7% | Reduced |
| Tred Avon Family Wealth, LLC | 25,058 | $9.35M | 2.86% | −120−0.5% | Reduced |
| Turn8 Private Wealth Inc. | 22,110 | $9.36M | 6.24% | +3,708+20.1% | Added |
| LDIC Inc. | 25,133 | $9.38M | 5.87% | +25,133 | New |
| Vectors Research Management, LLC | 25,223 | $9.41M | 2.46% | −508−2.0% | Reduced |
| JFS Wealth Advisors, LLC | 25,230 | $9.41M | 0.47% | −716−2.8% | Reduced |
| Howard Financial Services, Ltd. | 25,262 | $9.42M | 0.94% | −463−1.8% | Reduced |
| Henson-Edgewater Management, LLC | 19,151 | $9.43M | 4.91% | +68+0.4% | Added |
| Greenup Street Wealth Management LLC | 25,291 | $9.43M | 1.15% | +5,706+29.1% | Added |
| Brick & Kyle, Associates | 25,502 | $9.44M | 3.12% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 25,316 | $9.44M | 3.34% | +966+4.0% | Added |
| Enhancing Capital LLC | 25,319 | $9.44M | 6.49% | +211+0.8% | Added |
| Settian Capital LP | 25,350 | $9.46M | 6.08% | 00.0% | Unchanged |
| OMC Financial Services LTD | 25,353 | $9.46M | 3.13% | +13+0.1% | Added |
| Mendel Money Management | 25,357 | $9.46M | 3.46% | +3,046+13.7% | Added |
| Lynch Asset Management, Inc. | 25,375 | $9.47M | 2.59% | −50−0.2% | Reduced |
| Crown Wealth Group, LLC | 25,392 | $9.47M | 2.41% | +1,304+5.4% | Added |
| Bull Harbor Capital LLC | 25,400 | $9.47M | 1.85% | +9,077+55.6% | Added |
| Tiemann Investment Advisors, LLC | 25,410 | $9.48M | 3.43% | −580−2.2% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 25,419 | $9.48M | 3.73% | −3,101−10.9% | Reduced |
| Eukles Asset Management | 25,438 | $9.49M | 3.91% | −720−2.8% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 25,438 | $9.49M | 0.89% | +12,731+100.2% | Added |
| DV Equities, LLC | 25,442 | $9.49M | 1.38% | +25,442 | New |
| Dutch Asset Corp | 25,479 | $9.50M | 4.73% | +9,541+59.9% | Added |
| IMA Wealth, Inc. | 25,488 | $9.51M | 0.59% | +3,210+14.4% | Added |
| Cambridge Advisors Inc. | 25,493 | $9.51M | 1.63% | −2,144−7.8% | Reduced |
| Valley Brook Capital Group | 25,511 | $9.52M | 5.40% | +296+1.2% | Added |
| Sentry LLC | 25,518 | $9.52M | 2.66% | +28+0.1% | Added |
| White Pine Investment CO | 25,547 | $9.53M | 2.03% | −309−1.2% | Reduced |
| Prestige Wealth Management Group LLC | 25,555 | $9.53M | 1.73% | +1,386+5.7% | Added |
| MEMBERS Trust Co | 25,555 | $9.53M | 0.30% | −630−2.4% | Reduced |
| Cypress Wealth Services, LLC | 25,579 | $9.54M | 1.17% | −113−0.4% | Reduced |
| Q Capital Solutions | 25,590 | $9.55M | 4.60% | +11,985+88.1% | Added |
| Dynasty Wealth Management, LLC | 25,596 | $9.55M | 0.07% | −15,169−37.2% | Reduced |
| Fusion Capital, LLC | 25,649 | $9.57M | 2.22% | +2,014+8.5% | Added |
| Canopy Partners, LLC | 25,671 | $9.58M | 2.88% | +437+1.7% | Added |
| D'Orazio & Associates, Inc. | 25,699 | $9.59M | 1.11% | +130+0.5% | Added |
| Dumac, Inc. | 25,702 | $9.59M | 0.87% | +25,702 | New |
| Windward Capital Management Co | 25,705 | $9.59M | 0.73% | +203+0.8% | Added |
| McAdam, LLC | 25,744 | $9.60M | 0.37% | +1,758+7.3% | Added |
| Buffalo Business & Estate Services Ltd | – | $9.61M | 1.21% | – | – |
| Keystone Wealth Services, LLC | 25,777 | $9.62M | 1.79% | +366+1.4% | Added |
| Herald Investment Management Ltd | 25,800 | $9.62M | 1.30% | 00.0% | Unchanged |
| Proactive Wealth Strategies LLC | 25,783 | $9.62M | 1.54% | +2,795+12.2% | Added |
| Lester Murray Antman dba SimplyRich | 25,800 | $9.62M | 2.25% | −17−0.1% | Reduced |
| Cane Capital Partners, LLC | 25,800 | $9.62M | 3.87% | −3,250−11.2% | Reduced |
| Parisi Gray Wealth Management | 25,811 | $9.63M | 1.98% | −355−1.4% | Reduced |
| Cambria Investment Management, L.P. | 25,827 | $9.63M | 0.48% | +12,515+94.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 25,828 | $9.63M | 4.59% | +795+3.2% | Added |
| Agate Pass Investment Management, LLC | 25,850 | $9.64M | 3.56% | −1,210−4.5% | Reduced |
| Mitchell Sinkler & Starr | 25,903 | $9.66M | 4.02% | +248+1.0% | Added |
| Atwater Malick LLC | 25,928 | $9.67M | 2.11% | +1,821+7.6% | Added |
| Atlas Legacy Advisors, LLC | 24,770 | $9.68M | 1.43% | +4,957+25.0% | Added |
| Beck Capital Management, LLC | 25,954 | $9.68M | 1.78% | −65−0.2% | Reduced |
| Evanson Financial, LLC | 25,963 | $9.68M | 0.48% | +25,963 | New |
| Greenspring Advisors, LLC | 25,974 | $9.69M | 0.54% | +1,444+5.9% | Added |
| Consolidated Capital Management, LLC | 25,989 | $9.69M | 2.59% | +194+0.8% | Added |
| Ballast Advisors LLC | 26,062 | $9.72M | 2.32% | +133+0.5% | Added |
| Stony Point Wealth Management Inc. | 26,083 | $9.73M | 3.44% | −4,822−15.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 26,109 | $9.74M | 0.66% | +11,679+80.9% | Added |
| McHugh Group, LLC | 26,108 | $9.74M | 4.98% | −49−0.2% | Reduced |
| Smith, Moore & Co. | 26,161 | $9.76M | 0.63% | −410−1.5% | Reduced |
| Revolve Wealth Partners, LLC | 26,190 | $9.77M | 1.02% | +1,083+4.3% | Added |
| Brandywine Oak Private Wealth LLC | 26,202 | $9.77M | 0.74% | −208−0.8% | Reduced |
| Greenfield Savings Bank | 26,238 | $9.79M | 3.71% | −136−0.5% | Reduced |
| Menlo Advisors LLC | 26,282 | $9.80M | 4.30% | −105−0.4% | Reduced |
| BCS Private Wealth Management, Inc. | 26,332 | $9.82M | 2.96% | −5,883−18.3% | Reduced |
| Prelude Capital Management, LLC | 26,345 | $9.83M | 0.72% | +12,076+84.6% | Added |
| Harrington Investments, INC | 26,357 | $9.83M | 4.76% | −201−0.8% | Reduced |
| Center for Financial Planning, Inc. | 26,365 | $9.83M | 0.92% | −98−0.4% | Reduced |
| McDonough Capital Management, Inc | 26,372 | $9.84M | 4.92% | −943−3.5% | Reduced |
| Waystone Advisors LLC | 26,392 | $9.84M | 7.34% | +185+0.7% | Added |
| Councilmark Asset Management, LLC | 26,442 | $9.86M | 5.22% | +52+0.2% | Added |
| Regatta Capital Group, LLC | 26,462 | $9.87M | 1.33% | +891+3.5% | Added |
| Chapin Davis, Inc. | 26,472 | $9.88M | 1.74% | −3,812−12.6% | Reduced |