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 |
|---|---|---|---|---|---|
| Harbor Advisors LLC | 26,500 | $9.89M | 1.24% | 00.0% | Unchanged |
| Marathon Wealth Advisors LLC | 26,552 | $9.90M | 3.39% | +1,081+4.2% | Added |
| Ami Investment Management Inc | 26,573 | $9.91M | 2.11% | +1,929+7.8% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 26,651 | $9.94M | 2.97% | +5,156+24.0% | Added |
| McGinn Investment Management, Inc. | 26,656 | $9.94M | 6.05% | −141−0.5% | Reduced |
| Tradewinds Capital Management, LLC | 26,673 | $9.95M | 1.77% | +1,126+4.4% | Added |
| Armstrong Advisory Group, Inc | 26,691 | $9.96M | 0.61% | −835−3.0% | Reduced |
| Atlas Wealth LLC | 26,697 | $9.96M | 1.42% | −877−3.2% | Reduced |
| Rare Wolf Capital LLC | 26,731 | $9.97M | 6.41% | +573+2.2% | Added |
| MBL Wealth, LLC | 26,738 | $9.97M | 0.68% | −722−2.6% | Reduced |
| HHM Wealth Advisors, LLC | 26,765 | $9.98M | 1.00% | +1,869+7.5% | Added |
| Enterprise Financial Services Corp | 26,793 | $9.99M | 4.08% | −241−0.9% | Reduced |
| Slagle Financial, LLC | 26,801 | $10.0M | 2.99% | +7,730+40.5% | Added |
| Newman Dignan & Sheerar, Inc. | 26,810 | $10.0M | 1.91% | −205−0.8% | Reduced |
| Argyle Capital Management Inc. | 26,840 | $10.0M | 2.88% | +85+0.3% | Added |
| Boyer & Corporon Wealth Management, LLC | 26,841 | $10.0M | 2.93% | +128+0.5% | Added |
| Keystone Financial Planning, Inc. | 26,868 | $10.0M | 2.58% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 26,872 | $10.0M | 6.72% | +284+1.1% | Added |
| West Michigan Advisors, LLC | 26,883 | $10.0M | 1.91% | −1,445−5.1% | Reduced |
| Windle Wealth, LLC | 26,912 | $10.0M | 4.03% | +1,412+5.5% | Added |
| Johns Hopkins University | 26,947 | $10.1M | 0.67% | +26,947 | New |
| Radnor Capital Management, LLC | 26,950 | $10.1M | 1.41% | +29+0.1% | Added |
| Paragon Advisors, LLC | 26,970 | $10.1M | 2.11% | +931+3.6% | Added |
| Cary Street Partner Investment Advisory LLC | 26,972 | $10.1M | 2.04% | +2,528+10.3% | Added |
| HBW Advisory Services LLC | 27,028 | $10.1M | 0.91% | +457+1.7% | Added |
| Spence Asset Management | 27,121 | $10.1M | 2.40% | −37,597−58.1% | Reduced |
| Wolverine Asset Management LLC | 27,126 | $10.1M | 0.13% | +823+3.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 27,145 | $10.1M | 2.03% | −197−0.7% | Reduced |
| Concord Asset Management, LLC | 27,147 | $10.1M | 1.57% | −3,847−12.4% | Reduced |
| Hengehold Capital Management LLC | 27,199 | $10.1M | 0.79% | +1,172+4.5% | Added |
| Financial Sense Advisors, Inc. | 27,293 | $10.2M | 2.00% | +15,139+124.6% | Added |
| Elgethun Capital Management | 27,304 | $10.2M | 1.42% | +564+2.1% | Added |
| Sagewood Asset Management LP | 27,333 | $10.2M | 2.31% | +529+2.0% | Added |
| Fortitude Advisory Group L.L.C. | 27,352 | $10.2M | 3.90% | +524+2.0% | Added |
| TRB Wealth Management, LLC | 27,373 | $10.2M | 1.36% | −3,133−10.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 27,381 | $10.2M | 1.01% | +2,593+10.5% | Added |
| Peak Planning Group, LLC | 27,395 | $10.2M | 2.31% | −446−1.6% | Reduced |
| IFC Advisors LLC | 27,421 | $10.2M | 1.30% | +545+2.0% | Added |
| Carderock Capital Management Inc | 27,435 | $10.2M | 2.25% | +507+1.9% | Added |
| Ellsworth Advisors, LLC | 25,878 | $10.2M | 1.68% | +6,186+31.4% | Added |
| Capital Performance Advisors LLP | 27,458 | $10.2M | 0.66% | −9,498−25.7% | Reduced |
| Meridian Investment Counsel Inc. | 27,458 | $10.2M | 2.20% | −481−1.7% | Reduced |
| Blume Capital Management, Inc. | 27,474 | $10.2M | 1.52% | +3,272+13.5% | Added |
| Dumont & Blake Investment Advisors LLC | 27,487 | $10.3M | 2.30% | −1,422−4.9% | Reduced |
| Parus Finance (UK) Ltd | 27,572 | $10.3M | 2.68% | −1,553−5.3% | Reduced |
| Highline Wealth Partners LLC | 27,580 | $10.3M | 2.10% | +191+0.7% | Added |
| Victrix Investment Advisors | 27,595 | $10.3M | 4.32% | +4,955+21.9% | Added |
| Great Diamond Partners, LLC | 27,596 | $10.3M | 1.77% | −892−3.1% | Reduced |
| Cornerstone Enterprises, LLC | 27,676 | $10.3M | 4.71% | −40−0.1% | Reduced |
| LRI Investments, LLC | 53,986 | $10.3M | 0.83% | +1,261+2.4% | Added |
| Essex Savings Bank | 27,716 | $10.3M | 2.24% | +494+1.8% | Added |
| Harmony Asset Management LLC | 27,745 | $10.3M | 2.78% | −2,367−7.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 27,747 | $10.4M | 0.84% | +60.0% | Added |
| Van Den Berg Management I, Inc | 27,758 | $10.4M | 2.19% | +262+1.0% | Added |
| Redwood Investment Management, LLC | 27,765 | $10.4M | 1.03% | +996+3.7% | Added |
| Hardy Reed LLC | 27,831 | $10.4M | 0.67% | −79−0.3% | Reduced |
| Consolidated Investment Group LLC | 27,884 | $10.4M | 0.90% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 27,896 | $10.4M | 2.86% | −50−0.2% | Reduced |
| RB Capital Management, LLC | 27,919 | $10.4M | 2.04% | −51−0.2% | Reduced |
| Wormser Freres Gestion | 27,191 | $10.4M | 5.89% | +1,036+4.0% | Added |
| Raub Brock Capital Management LP | 27,958 | $10.4M | 2.87% | −6,000−17.7% | Reduced |
| LFG Wealth Partners, LLC | 27,977 | $10.4M | 4.89% | +2,337+9.1% | Added |
| Nadler Financial Group, Inc. | 28,041 | $10.5M | 0.89% | −428−1.5% | Reduced |
| CVA Family Office, LLC | 28,073 | $10.5M | 0.95% | −518−1.8% | Reduced |
| Souders Financial Advisors | 28,090 | $10.5M | 1.05% | +203+0.7% | Added |
| Apriem Advisors | 28,101 | $10.5M | 0.91% | −1,345−4.6% | Reduced |
| First Commonwealth Financial Corp | 28,102 | $10.5M | 1.47% | +3,228+13.0% | Added |
| Ellevest, Inc. | 28,290 | $10.5M | 1.24% | +1,857+7.0% | Added |
| Heathbridge Capital Management Ltd. | 28,140 | $10.5M | 3.59% | −15−0.1% | Reduced |
| Chaney Capital Management, Inc. | 28,142 | $10.5M | 3.30% | +224+0.8% | Added |
| FWL Investment Management, LLC | 28,144 | $10.5M | 1.93% | −8,878−24.0% | Reduced |
| First Pacific Financial | 28,183 | $10.5M | 1.25% | +7,527+36.4% | Added |
| Nikulski Financial, Inc. | 28,206 | $10.5M | 2.27% | +845+3.1% | Added |
| CacheTech Inc. | 28,216 | $10.5M | 1.70% | +2,883+11.4% | Added |
| Regent Peak Wealth Advisors LLC | 28,225 | $10.5M | 1.95% | +276+1.0% | Added |
| Bank Ozk | 28,250 | $10.5M | 3.13% | +1,578+5.9% | Added |
| Elevatus Welath Management | 28,340 | $10.6M | 2.57% | +4,573+19.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 28,374 | $10.6M | 1.59% | +918+3.3% | Added |
| Mattson Financial Services, LLC | 26,391 | $10.6M | 2.22% | −2,187−7.7% | Reduced |
| Chickasaw Capital Management LLC | 28,390 | $10.6M | 0.38% | +200+0.7% | Added |
| Triasima Portfolio Management inc. | 28,430 | $10.6M | 1.43% | −372−1.3% | Reduced |
| Parker Investment Management, LLC | 28,465 | $10.6M | 1.28% | −1,998−6.6% | Reduced |
| Chesapeake Wealth Management | 28,489 | $10.6M | 2.98% | +286+1.0% | Added |
| Reuter James Wealth Management, LLC | 28,515 | $10.6M | 1.40% | −710−2.4% | Reduced |
| Waddell & Associates, LLC | 28,582 | $10.7M | 0.53% | +568+2.0% | Added |
| Excalibur Management Corp | 28,594 | $10.7M | 3.51% | +2,986+11.7% | Added |
| Penn Davis McFarland Inc | 28,611 | $10.7M | 0.95% | +237+0.8% | Added |
| Maniro Ltd | 28,625 | $10.7M | 2.40% | +15,283+114.5% | Added |
| WealthTrust Axiom LLC | 28,637 | $10.7M | 2.39% | −399−1.4% | Reduced |
| Wealth Preservation Advisors, LLC | 28,699 | $10.7M | 6.10% | +5,946+26.1% | Added |
| Harbour Capital Advisors, LLC | 27,838 | $10.7M | 1.95% | −97−0.3% | Reduced |
| Beacon Investment Advisors LLC | 28,755 | $10.7M | 3.37% | +19+0.1% | Added |
| Concord Investment Counsel Inc. | 30,114 | $10.7M | 2.93% | +1,255+4.3% | Added |
| Cito Capital Group, LLC | 28,847 | $10.8M | 2.91% | +1,000+3.6% | Added |
| Key Financial Inc | 28,910 | $10.8M | 1.77% | +239+0.8% | Added |
| Maia Wealth LLC | 28,939 | $10.8M | 1.59% | +3,077+11.9% | Added |
| Silver Oak Securities, Inc | 28,997 | $10.8M | 0.66% | +183+0.6% | Added |
| Alta Advisers Ltd | 29,011 | $10.8M | 2.45% | +197+0.7% | Added |
| CMT Capital Markets Trading GmbH | 29,036 | $10.8M | 5.67% | +16,012+122.9% | Added |
| Westside Investment Management, Inc. | 29,049 | $10.8M | 1.42% | +737+2.6% | Added |