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: 85 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 |
|---|---|---|---|---|---|
| Beutel, Goodman & Co Ltd. | 29,057 | $10.8M | 0.08% | −495−1.7% | Reduced |
| Colonial River Wealth Management, LLC | 29,071 | $10.8M | 3.08% | +1,676+6.1% | Added |
| WealthShield Partners, LLC | 29,078 | $10.8M | 1.66% | −5,362−15.6% | Reduced |
| John G Ullman & Associates Inc | 29,080 | $10.8M | 1.32% | +45+0.2% | Added |
| Crews Bank & Trust | 29,080 | $10.8M | 1.42% | −78−0.3% | Reduced |
| Tempo Wealth, LLC | 29,110 | $10.9M | 1.61% | +2,936+11.2% | Added |
| JB Capital LLC | 29,115 | $10.9M | 0.38% | −1,961−6.3% | Reduced |
| Stonebrook Private Inc. | 29,117 | $10.9M | 1.98% | −900−3.0% | Reduced |
| Bank of New Hampshire | 29,122 | $10.9M | 2.27% | −555−1.9% | Reduced |
| Citizens & Northern Corp | 29,135 | $10.9M | 2.48% | −525−1.8% | Reduced |
| Ducere Wealth Management LLC | 29,159 | $10.9M | 3.27% | +3,401+13.2% | Added |
| Zweig-DiMenna Associates LLC | 29,200 | $10.9M | 0.99% | +1,350+4.8% | Added |
| Rayburn West Financial Services LLC | 29,125 | $10.9M | 6.01% | +1,624+5.9% | Added |
| NWK Group, Inc. | 29,240 | $10.9M | 3.36% | +113+0.4% | Added |
| Stanley-Laman Group, Ltd. | 29,242 | $10.9M | 1.11% | −115−0.4% | Reduced |
| Myriad Asset Management Advisors LLC | 29,330 | $10.9M | 2.58% | −681−2.3% | Reduced |
| Kapitalo Investimentos Ltda | 29,335 | $10.9M | 0.86% | −9,415−24.3% | Reduced |
| 11 Capital Partners LP | 29,387 | $11.0M | 3.21% | −19,246−39.6% | Reduced |
| Northstar Asset Management LLC | 28,723 | $11.0M | 2.07% | −182−0.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 29,406 | $11.0M | 1.83% | +515+1.8% | Added |
| Loudon Investment Management, LLC | 29,416 | $11.0M | 5.39% | +1,921+7.0% | Added |
| HWG Holdings LP | 29,427 | $11.0M | 2.48% | +4,260+16.9% | Added |
| Hodges Capital Management Inc. | 29,435 | $11.0M | 0.73% | +1,043+3.7% | Added |
| Pacifica Partners Inc. | 28,191 | $11.0M | 3.31% | +631+2.3% | Added |
| Wealth Management Associates, Inc. | 29,476 | $11.0M | 3.03% | +8,034+37.5% | Added |
| Capital Advisors Wealth Management, LLC | 29,655 | $11.1M | 1.30% | +1,177+4.1% | Added |
| Wynn Capital, LLC | 29,684 | $11.1M | 4.94% | +226+0.8% | Added |
| Vanguard National Trust Co | 29,706 | $11.1M | 0.60% | +232+0.8% | Added |
| Quadcap Wealth Management, LLC | 29,768 | $11.1M | 1.08% | +236+0.8% | Added |
| MV Capital Management, Inc. | 29,806 | $11.1M | 0.99% | +345+1.2% | Added |
| Privium Fund Management (UK) Ltd | 30,200 | $11.1M | 4.63% | +3,000+11.0% | Added |
| Okabena Investment Services Inc | 29,864 | $11.1M | 1.99% | −5,044−14.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 29,928 | $11.2M | 7.50% | −60−0.2% | Reduced |
| Founders Financial Securities LLC | 29,938 | $11.2M | 0.57% | −3,287−9.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 30,002 | $11.2M | 1.33% | +3,173+11.8% | Added |
| Garrison Point Advisors, LLC | 30,003 | $11.2M | 4.54% | −519−1.7% | Reduced |
| Broadwater Capital Management LLC | 30,034 | $11.2M | 8.13% | −810−2.6% | Reduced |
| Drexel Morgan & Co. | 30,129 | $11.2M | 1.56% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 28,022 | $11.2M | 2.25% | +2,546+10.0% | Added |
| Anchyra Partners LLC | 30,159 | $11.2M | 2.70% | −1,340−4.3% | Reduced |
| Stableford Capital II LLC | 30,202 | $11.3M | 3.90% | +1,201+4.1% | Added |
| Berbice Capital Management LLC | 30,221 | $11.3M | 5.84% | +438+1.5% | Added |
| TownSquare Capital, LLC | 30,268 | $11.3M | 2.08% | −126−0.4% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 30,298 | $11.3M | 5.68% | +5,934+24.4% | Added |
| Sonata Capital Group Inc | 30,356 | $11.3M | 3.65% | +21+0.1% | Added |
| Drive Wealth Management, LLC | 30,380 | $11.3M | 2.02% | +563+1.9% | Added |
| Am Investment Strategies LLC | 30,398 | $11.3M | 2.18% | −576−1.9% | Reduced |
| Hollow Brook Wealth Management LLC | 30,399 | $11.3M | 2.26% | +82+0.3% | Added |
| State of Wyoming | 30,409 | $11.3M | 1.15% | +17,134+129.1% | Added |
| Shikiar Asset Management Inc | 30,435 | $11.4M | 2.87% | −180−0.6% | Reduced |
| Ignite Planners, LLC | 30,454 | $11.4M | 1.56% | −368−1.2% | Reduced |
| White Pine Capital LLC | 30,462 | $11.4M | 2.68% | −427−1.4% | Reduced |
| Old Port Advisors | 30,522 | $11.4M | 2.25% | −108−0.4% | Reduced |
| Curbstone Financial Management Corp | 30,528 | $11.4M | 1.94% | +8,400+38.0% | Added |
| Northwest Bancshares, Inc. | 30,570 | $11.4M | 2.05% | +1,107+3.8% | Added |
| Financial Network Wealth Management LLC | 30,611 | $11.4M | 3.24% | −114−0.4% | Reduced |
| Lighthouse Investment Partners, LLC | 30,661 | $11.4M | 0.36% | −15,111−33.0% | Reduced |
| American Trust | 30,664 | $11.4M | 0.88% | +429+1.4% | Added |
| LTS One Management LP | 30,725 | $11.5M | 4.80% | −3,300−9.7% | Reduced |
| Chancellor Financial Group WB LP | 30,780 | $11.5M | 7.11% | +1,910+6.6% | Added |
| Rockbridge Capital Management LLC | 30,805 | $11.5M | 7.53% | −44−0.1% | Reduced |
| Buckhead Capital Management LLC | 30,822 | $11.5M | 3.94% | −18−0.1% | Reduced |
| Hendley & Co Inc | 30,866 | $11.5M | 4.07% | −12,035−28.1% | Reduced |
| Eurizon SLJ Capital Ltd | 30,876 | $11.5M | 4.25% | +3,097+11.1% | Added |
| Northern Lights Advisors, Inc. | 30,925 | $11.5M | 6.28% | +7,433+31.6% | Added |
| McDonald Partners LLC | 30,962 | $11.5M | 2.81% | −5,632−15.4% | Reduced |
| Compass Financial Management LLC | 26,170 | $11.6M | 1.41% | +26,170 | New |
| Brown, Lisle/Cummings, Inc. | 30,974 | $11.6M | 2.59% | +763+2.5% | Added |
| Oxler Private Wealth LLC | 31,000 | $11.6M | 3.30% | −269−0.9% | Reduced |
| World Equity Group, Inc. | 31,025 | $11.6M | 2.59% | +20+0.1% | Added |
| Glassy Mountain Advisors, Inc. | 31,072 | $11.6M | 3.17% | +639+2.1% | Added |
| Carnegie Lake Advisors LLC | 31,089 | $11.6M | 4.32% | +1,530+5.2% | Added |
| Financial Security Advisor, Inc. | 31,131 | $11.6M | 1.89% | −254−0.8% | Reduced |
| Buttonwood Financial Advisors Inc. | 31,133 | $11.6M | 3.53% | +4,401+16.5% | Added |
| Magnus Financial Group LLC | 31,211 | $11.6M | 0.82% | +1,508+5.1% | Added |
| Monument Capital Management | 31,231 | $11.6M | 2.34% | +702+2.3% | Added |
| Walter Public Investments Inc. | 31,239 | $11.7M | 2.80% | −6,417−17.0% | Reduced |
| Allen Capital Group, LLC | 31,240 | $11.7M | 0.96% | −647−2.0% | Reduced |
| Carroll Investors, Inc | 31,356 | $11.7M | 5.00% | +60+0.2% | Added |
| Kensington Investment Counsel, LLC | 31,349 | $11.7M | 5.08% | +1,106+3.7% | Added |
| Childress Capital Advisors, LLC | 31,363 | $11.7M | 1.92% | −785−2.4% | Reduced |
| Asset Dedication, LLC | 31,388 | $11.7M | 0.74% | −447−1.4% | Reduced |
| Point72 Asset Management, L.P. | 31,522 | $11.8M | 0.02% | −319,122−91.0% | Reduced |
| EagleClaw Capital Managment, LLC | 31,573 | $11.8M | 1.58% | +3,449+12.3% | Added |
| Knightsbridge Asset Management, LLC | 31,576 | $11.8M | 1.55% | −890−2.7% | Reduced |
| GKV Capital Management Co., Inc. | 31,771 | $11.9M | 3.82% | −88−0.3% | Reduced |
| 3Chopt Investment Partners, LLC | 31,783 | $11.9M | 2.23% | +4,891+18.2% | Added |
| Oarsman Capital, Inc. | 31,877 | $11.9M | 1.26% | +1,181+3.8% | Added |
| Round Rock Advisors, LLC | 31,894 | $11.9M | 1.53% | +55+0.2% | Added |
| Birch Capital Management, LLC | 31,984 | $11.9M | 5.83% | +374+1.2% | Added |
| Seven Grand Managers, LLC | 32,000 | $11.9M | 0.48% | −39,000−54.9% | Reduced |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | 32,027 | $11.9M | 3.20% | −55,236−63.3% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 32,040 | $12.0M | 4.06% | −2,354−6.8% | Reduced |
| Ketron Financial | 32,056 | $12.0M | 3.71% | −3,994−11.1% | Reduced |
| Finer Wealth Management, Inc. | 32,062 | $12.0M | 5.34% | −97−0.3% | Reduced |
| Alpha Family Trust | 32,070 | $12.0M | 4.81% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 32,106 | $12.0M | 0.87% | +403+1.3% | Added |
| Chronos Wealth Management, LLC | 32,175 | $12.0M | 5.33% | +446+1.4% | Added |
| NovaPoint Capital, LLC | 32,225 | $12.0M | 2.50% | +1,440+4.7% | Added |
| Founders Capital Management | 32,285 | $12.0M | 5.21% | −186−0.6% | Reduced |