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; 6,247 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
- Institutional holders
- 6,247
- +95 vs. Q1 2026
- Shares held
- 5.49B
- +139.8M (+2.6%) vs. Q1 2026
- Total value
- $2.05T
- +$67.8B (+3.4%) vs. Q1 2026
- New holders
- 229
- 3,209 more added
- Sold out
- 134
- 2,446 more reduced
85 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Pinney & Scofield, Inc. | 1,011 | $377.1K | 0.18% | 00.0% | Unchanged |
| Bucket List Wealth Management, LLC | 1,013 | $378.0K | 0.19% | +181+21.8% | Added |
| Kropog Financial Group, LLC | 1,014 | $378.2K | 0.27% | +103+11.3% | Added |
| Invariant Investment Management | 979 | $378.6K | 0.22% | +102+11.6% | Added |
| truNorth Financial Services, Inc. | 1,015 | $378.7K | 0.34% | +195+23.8% | Added |
| Fortune Financial Group, Inc. | 1,019 | $380.1K | 0.30% | +1,019 | New |
| McCarthy Asset Management, Inc. | 1,019 | $380.1K | 0.18% | +1,019 | New |
| 10Elms LLP | 1,019 | $380.3K | 0.16% | +201+24.6% | Added |
| Directional Asset Management | 1,020 | $380.4K | 0.36% | +24+2.4% | Added |
| Moller Financial Services | 1,020 | $380.4K | 0.07% | +1,020 | New |
| Clayton Financial Group LLC | 1,021 | $380.7K | 0.21% | −588−36.5% | Reduced |
| Ariston Services Group | 1,021 | $380.9K | 0.21% | +1,021 | Added |
| Kirkwood Financial Services | 1,023 | $381.7K | 0.11% | −1−0.1% | Reduced |
| Centennial Advisors, LLC | 1,024 | $382.0K | 0.46% | +51+5.2% | Added |
| Professional Financial Solutions LLC | 1,025 | $382.5K | 0.30% | −185−15.3% | Reduced |
| Town Capital LLC | 1,026 | $382.7K | 0.24% | −107−9.4% | Reduced |
| Midway Capital Research & Management | 1,026 | $382.7K | 0.30% | 00.0% | Unchanged |
| Massar Capital Management, LP | 1,028 | $383.5K | 0.13% | −12,155−92.2% | Reduced |
| SWP Financial LLC | 1,030 | $384.2K | 0.18% | +258+33.4% | Added |
| Holos Integrated Wealth LLC | 989 | $384.6K | 0.18% | −106−9.7% | Reduced |
| Fusion Family Wealth LLC | 1,031 | $384.6K | 0.03% | 00.0% | Unchanged |
| Straight Path Wealth Management | 1,031 | $384.8K | 0.09% | −4−0.4% | Reduced |
| Tepp RIA, LLC | 1,032 | $384.9K | 0.26% | −51−4.7% | Reduced |
| Powerhouse Assets LLC | 1,032 | $384.9K | 0.31% | −80−7.2% | Reduced |
| Equity Wealth Partners, LLC | 1,036 | $386.4K | 0.14% | +289+38.7% | Added |
| Hapanowicz & Associates Financial Services, Inc | 1,036 | $386.4K | 0.12% | −65−5.9% | Reduced |
| Strid Group, LLC | 1,036 | $386.6K | 0.04% | −25−2.4% | Reduced |
| Aspect Partners, LLC | 1,038 | $387.0K | 0.14% | +15+1.5% | Added |
| FMA Wealth Management, LLC | 1,042 | $388.7K | 0.25% | 00.0% | Unchanged |
| Vista Finance, LLC | 1,043 | $389.1K | 0.22% | +46+4.6% | Added |
| Family Wealth Partners, LLC | 1,044 | $389.5K | 0.12% | −472−31.1% | Reduced |
| Western Financial Corp | 1,044 | $389.6K | 0.11% | +166+18.9% | Added |
| Stonebridge Wealth Management, LLC | 1,048 | $391.0K | 0.35% | −5−0.5% | Reduced |
| Highlander Partners, L.P. | 1,050 | $391.7K | 0.13% | 00.0% | Unchanged |
| BCM Advisors, LLC | 1,030 | $393.2K | 0.08% | −337−24.7% | Reduced |
| Wealth Advisory Team LLC | 1,059 | $395.0K | 0.32% | +1,059 | New |
| Retirement Investment Advisors, Inc. | 1,012 | $395.7K | 0.03% | +255+33.7% | Added |
| RPOA Advisors, Inc. | 1,071 | $399.5K | 0.01% | +1,071 | New |
| BFI Wealth Solutions, LLC | 1,071 | $399.6K | 0.30% | +5+0.5% | Added |
| Thor Trading Advisors, LLC | 1,072 | $399.9K | 0.13% | +1,072 | New |
| TrustWell Financial Advisors, LLC | 1,073 | $400.3K | 0.34% | 00.0% | Unchanged |
| ETF Store, Inc. | 1,074 | $400.5K | 0.34% | +532+98.2% | Added |
| Avalon Advisory Group | 1,074 | $400.6K | 0.15% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 1,075 | $401.0K | 0.22% | −25−2.3% | Reduced |
| Cottonwood Capital Advisors, LLC | 1,075 | $401.0K | 0.24% | −1−0.1% | Reduced |
| Fairman Group, LLC | 1,075 | $401.1K | 0.32% | +163+17.9% | Added |
| Wright Wealth LLC | 1,078 | $402.1K | 0.24% | −32−2.9% | Reduced |
| Three Arch Wealth Management LLC | 1,078 | $402.3K | 0.06% | −92−7.9% | Reduced |
| Polaris Investment Advisors, LLC | 1,082 | $403.6K | 0.26% | 00.0% | Unchanged |
| Delaney Capital Management Ltd. | 1,084 | $404.4K | 0.06% | −21−1.9% | Reduced |
| Ergawealth Advisors, Inc. | 1,086 | $405.0K | 0.16% | −15−1.4% | Reduced |
| RF&L Wealth Management, LLC | 1,087 | $405.6K | 0.27% | −15−1.4% | Reduced |
| Roth Financial Partners LLC | 1,094 | $408.1K | 0.12% | 00.0% | Unchanged |
| DWM Financial Group, Inc. | 844 | $408.3K | 0.37% | +844 | New |
| Mittelman Wealth Management | 430 | $408.5K | 0.27% | −789−64.7% | Reduced |
| Amicus Financial Advisors, LLC | 1,095 | $408.6K | 0.10% | −12−1.1% | Reduced |
| Maryland Capital Advisors Inc. | 1,096 | $408.8K | 0.13% | +1,096 | New |
| Grantvest Financial Group LLC | 1,103 | $411.4K | 0.24% | +52+4.9% | Added |
| Vima LLC | 1,105 | $412.3K | 0.40% | +1,105 | New |
| 5th Street Advisors, LLC | 1,110 | $414.1K | 0.16% | +400+56.3% | Added |
| LBJ Family Wealth Advisors, Ltd. | 1,132 | $417.0K | 0.21% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 1,121 | $418.3K | 0.17% | +70+6.7% | Added |
| Outfitter Financial LLC | 1,125 | $419.6K | 0.29% | +570+102.7% | Added |
| Sunesis Advisors, LLC | 1,131 | $421.9K | 0.17% | −376−25.0% | Reduced |
| Holcombe Financial, Inc. | 1,131 | $421.9K | 0.24% | +416+58.2% | Added |
| Schulz Wealth, LTD. | 1,131 | $422.0K | 0.22% | +1,131 | New |
| SWAN Capital LLC | 1,131 | $422.0K | 0.14% | +38+3.5% | Added |
| Cordant, Inc. | 1,132 | $422.2K | 0.15% | +19+1.7% | Added |
| Tanglewood Wealth Management, Inc. | 1,134 | $423.0K | 0.04% | 00.0% | Unchanged |
| Ackerman Asset Management, LLC | 1,136 | $423.8K | 0.25% | +50+4.6% | Added |
| Prota Financial, LLC | 1,104 | $424.2K | 0.28% | −247−18.3% | Reduced |
| Northwest Financial Advisors | 1,139 | $425.0K | 0.06% | +28+2.5% | Added |
| Fischer Investment Strategies, LLC | 1,141 | $425.6K | 0.20% | +509+80.5% | Added |
| DC Investments Management, LLC | 1,142 | $426.0K | 0.15% | 00.0% | Unchanged |
| Pearl Planning LLC | 1,145 | $427.1K | 0.20% | +60+5.5% | Added |
| Phil A. Younker & Associates, Ltd. | 1,150 | $429.0K | 0.29% | +1,150 | New |
| denkapparat Operations GmbH | 1,154 | $430.5K | 0.14% | −508−30.6% | Reduced |
| OV Management LLC | 1,157 | $431.6K | 0.81% | −619−34.9% | Reduced |
| Kinloch Capital, LLC | 1,160 | $432.7K | 0.16% | +384+49.5% | Added |
| Jackson Creek Investment Advisors LLC | 931 | $433.0K | 0.14% | −243−20.7% | Reduced |
| Markin Volterra Fund LP | 1,164 | $434.2K | 1.47% | +1,164 | New |
| Heritage Wealth Management, Inc./Texas | 1,166 | $435.1K | 0.17% | 00.0% | Unchanged |
| Friday Financial | 1,127 | $438.1K | 0.12% | +183+19.4% | Added |
| Fee-Only Financial Planning, L.C. | 1,178 | $439.5K | 0.24% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 1,178 | $439.5K | 0.10% | +259+28.2% | Added |
| Alpha Financial Advisors, LLC | 1,184 | $441.7K | 0.12% | −13−1.1% | Reduced |
| AdvisorShares Investments LLC | 1,184 | $441.7K | 0.05% | 00.0% | Unchanged |
| Reicon Wealth Advisors, LLC | 1,184 | $441.7K | 0.28% | +193+19.5% | Added |
| Ferguson Johnson Wealth Management Inc | 1,186 | $442.0K | 0.32% | +106+9.8% | Added |
| Curry Webb Wealth Management LLC | 1,186 | $442.5K | 0.18% | +29+2.5% | Added |
| White Wing Wealth Management | 1,189 | $443.6K | 0.23% | +38+3.3% | Added |
| HTG Investment Advisors, Inc. | 1,198 | $447.0K | 0.11% | −7−0.6% | Reduced |
| Phillip James Consulting Co. | 1,200 | $447.6K | 0.35% | +57+5.0% | Added |
| Sherman Wealth Management LLC | 1,203 | $448.6K | 0.34% | −181−13.1% | Reduced |
| DKM Wealth Management, Inc. | 1,203 | $448.6K | 0.29% | −109−8.3% | Reduced |
| OLIO Financial Planning | 1,215 | $453.1K | 0.11% | −62−4.9% | Reduced |
| Sippican Capital Advisors | 1,215 | $453.2K | 0.28% | +197+19.4% | Added |
| Mills Wealth Advisors LLC | 1,219 | $454.8K | 0.14% | +39+3.3% | Added |
| SoundView Advisors Inc. | 1,220 | $455.0K | 0.15% | +100+8.9% | Added |
| Key Capital Management, INC | 1,222 | $455.6K | 0.23% | +146+13.6% | Added |