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 |
|---|---|---|---|---|---|
| Capricorn Fund Managers Ltd | 32,343 | $12.1M | 0.96% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 32,358 | $12.1M | 4.05% | +4,178+14.8% | Added |
| TCI Wealth Advisors, Inc. | 32,359 | $12.1M | 0.52% | +1,872+6.1% | Added |
| Dudley Capital Management, LLC | 32,363 | $12.1M | 4.83% | +300+0.9% | Added |
| Tyche Wealth Partners LLC | 32,378 | $12.1M | 1.70% | −2,039−5.9% | Reduced |
| Retirement Solution Inc. | 32,396 | $12.1M | 2.36% | +8,477+35.4% | Added |
| BNC Wealth Management, LLC | 32,412 | $12.1M | 2.92% | +19+0.1% | Added |
| Interchange Capital Partners, LLC | 32,455 | $12.1M | 2.28% | +7,682+31.0% | Added |
| JNBA Financial Advisors | 32,543 | $12.1M | 0.92% | −77−0.2% | Reduced |
| First National Bank & Trust Co of Newtown | 26,129 | $12.1M | 2.47% | −797−3.0% | Reduced |
| Boit C F David | 32,604 | $12.2M | 5.12% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 32,605 | $12.2M | 0.52% | +19,534+149.4% | Added |
| Glass Wealth Management Co LLC | 32,613 | $12.2M | 4.07% | +511+1.6% | Added |
| Cornerstone Advisory, LLC | 32,678 | $12.2M | 1.01% | −743−2.2% | Reduced |
| Hartford Financial Management Inc. | 32,702 | $12.2M | 2.72% | +2,141+7.0% | Added |
| Wealth Advisors of Tampa Bay, LLC | 32,719 | $12.2M | 3.73% | +2,010+6.5% | Added |
| S.E.E.D. Planning Group LLC | 32,764 | $12.2M | 3.23% | −735−2.2% | Reduced |
| Muhlenkamp & Co Inc | 32,776 | $12.2M | 3.54% | −161−0.5% | Reduced |
| Leelyn Smith, LLC | 32,799 | $12.2M | 1.49% | +1,883+6.1% | Added |
| Greater Midwest Financial Group, LLC | 32,872 | $12.3M | 6.11% | +677+2.1% | Added |
| TRUE Private Wealth Advisors | 32,876 | $12.3M | 1.06% | +1,184+3.7% | Added |
| Raab & Moskowitz Asset Management LLC | 32,910 | $12.3M | 2.47% | −162−0.5% | Reduced |
| Main Street Financial Solutions, LLC | 32,945 | $12.3M | 0.79% | +3,117+10.4% | Added |
| Old Point Trust & Financial Services N A | 32,957 | $12.3M | 3.73% | +706+2.2% | Added |
| Group One Trading, L.P. | 32,986 | $12.3M | 0.35% | −501−1.5% | Reduced |
| Chatham Capital Group, Inc. | 33,006 | $12.3M | 1.57% | −627−1.9% | Reduced |
| Saranac Partners Ltd | 33,123 | $12.3M | 3.96% | +4,335+15.1% | Added |
| Builder Investment Group Inc | 33,095 | $12.3M | 2.45% | +271+0.8% | Added |
| Ar Asset Management Inc | 33,098 | $12.3M | 2.26% | 00.0% | Unchanged |
| RV Capital GmbH | 33,100 | $12.3M | 3.22% | +7,880+31.2% | Added |
| Tulsa Wealth Advisors, INC | 33,111 | $12.4M | 1.74% | +2,487+8.1% | Added |
| Green Harvest Asset Management LLC | 33,161 | $12.4M | 0.15% | +2,862+9.4% | Added |
| OneAscent Financial Services LLC | 33,166 | $12.4M | 0.59% | +1,897+6.1% | Added |
| Once Capital Management, LLC | 33,200 | $12.4M | 2.43% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 33,240 | $12.4M | 2.63% | −4,303−11.5% | Reduced |
| San Luis Wealth Advisors LLC | 33,304 | $12.4M | 1.87% | +4,412+15.3% | Added |
| Louisbourg Investments Inc. | 41,327 | $12.4M | 2.29% | −1,493−3.5% | Reduced |
| Harbour Investment Management LLC | 33,331 | $12.4M | 6.42% | −405−1.2% | Reduced |
| Palumbo Wealth Management LLC | 33,335 | $12.4M | 2.63% | +9,917+42.3% | Added |
| Delaney Dennis R | 33,351 | $12.4M | 3.96% | −132−0.4% | Reduced |
| Ervin Investment Management, LLC | 33,354 | $12.4M | 6.76% | +234+0.7% | Added |
| Citizens Business Bank | 33,371 | $12.4M | 1.87% | −39−0.1% | Reduced |
| RWM Asset Management, LLC | 26,866 | $12.5M | 1.76% | −14,815−35.5% | Reduced |
| Laurel Oak Wealth Management, LLC | 33,509 | $12.5M | 1.82% | −167−0.5% | Reduced |
| Biltmore Family Office, LLC | 33,518 | $12.5M | 1.64% | −740−2.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 33,575 | $12.5M | 3.90% | −153−0.5% | Reduced |
| SOA Wealth Advisors, LLC. | 102,203 | $12.5M | 2.11% | +25,426+33.1% | Added |
| KPP Advisory Services LLC | 33,642 | $12.5M | 1.59% | −647−1.9% | Reduced |
| SGL Investment Advisors, Inc. | 24,859 | $12.6M | 4.34% | +1,041+4.4% | Added |
| Bedel Financial Consulting, Inc. | 33,756 | $12.6M | 1.21% | +52+0.2% | Added |
| Jacobson & Schmitt Advisors, LLC | 33,766 | $12.6M | 2.06% | −9,453−21.9% | Reduced |
| FSM Wealth Advisors, LLC | 33,780 | $12.6M | 1.35% | +4,550+15.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 33,784 | $12.6M | 1.40% | −489−1.4% | Reduced |
| Roman Butler Fullerton & Co | 32,239 | $12.6M | 3.01% | −173−0.5% | Reduced |
| RPg Family Wealth Advisory, LLC | 33,820 | $12.6M | 2.10% | +11,242+49.8% | Added |
| Marks Group Wealth Management, Inc | 33,921 | $12.7M | 1.10% | −4,144−10.9% | Reduced |
| Argos Wealth Advisors, LLC | 33,952 | $12.7M | 3.35% | +3,759+12.4% | Added |
| Burke & Herbert Bank & Trust Co | 33,958 | $12.7M | 3.14% | −1,705−4.8% | Reduced |
| VeraBank, N.A. | 33,962 | $12.7M | 2.10% | −2,395−6.6% | Reduced |
| Telos Capital Management, Inc. | 33,964 | $12.7M | 1.12% | +844+2.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 33,991 | $12.7M | 0.63% | −2,046−5.7% | Reduced |
| CORDA Investment Management, LLC. | 34,011 | $12.7M | 0.78% | +3,135+10.2% | Added |
| Rakuten Securities, Inc. | 34,013 | $12.7M | 2.95% | +15,759+86.3% | Added |
| Sloy Dahl & Holst, LLC | 34,028 | $12.7M | 1.57% | +1,377+4.2% | Added |
| Legacy Edge Advisors, LLC | 34,028 | $12.7M | 1.17% | −36−0.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 34,036 | $12.7M | 3.10% | −206−0.6% | Reduced |
| Kinsale Capital Group, Inc. | 34,042 | $12.7M | 1.68% | +2,985+9.6% | Added |
| Richards, Merrill & Peterson, Inc. | 34,125 | $12.7M | 4.04% | +2,444+7.7% | Added |
| Bank Hapoalim BM | 34,242 | $12.8M | 0.87% | +5,077+17.4% | Added |
| Central Pacific Bank - Trust Division | 34,284 | $12.8M | 1.30% | −11,102−24.5% | Reduced |
| TrueWealth Financial Partners | 34,294 | $12.8M | 5.29% | −7,052−17.1% | Reduced |
| BankPlus Trust Department | 34,352 | $12.8M | 3.00% | +1,024+3.1% | Added |
| Lifeworks Advisors, LLC | 34,359 | $12.8M | 1.34% | +10,696+45.2% | Added |
| Swan Global Investments, LLC | 34,410 | $12.8M | 0.59% | +32,156+1,426.6% | Added |
| Abbot Financial Management, Inc. | 34,450 | $12.9M | 4.72% | +80+0.2% | Added |
| Focused Alpha, LLC | 34,522 | $12.9M | 3.30% | +2,781+8.8% | Added |
| First Bank & Trust | 34,655 | $12.9M | 1.90% | +673+2.0% | Added |
| Quotient Wealth Partners, LLC | 34,672 | $12.9M | 0.31% | +538+1.6% | Added |
| Founders Financial Alliance, LLC | 34,673 | $12.9M | 1.71% | +397+1.2% | Added |
| FCG Investment Co | 34,682 | $12.9M | 4.47% | +1,671+5.1% | Added |
| Stonebridge Financial Group, LLC | 34,688 | $12.9M | 0.98% | +424+1.2% | Added |
| Berkshire Bank | 34,694 | $12.9M | 2.47% | −1,911−5.2% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 34,700 | $12.9M | 5.20% | +4,400+14.5% | Added |
| Commonwealth Retirement Investments LLC | 34,705 | $12.9M | 3.51% | +5,727+19.8% | Added |
| CNB Bank | 34,713 | $12.9M | 5.05% | +2,509+7.8% | Added |
| Roberts Wealth Advisors, LLC | 34,778 | $13.0M | 2.95% | +862+2.5% | Added |
| Kesler, Norman & Wride, LLC | 34,852 | $13.0M | 2.06% | −948−2.6% | Reduced |
| DCM Advisors, LLC | 35,002 | $13.0M | 5.14% | +1,688+5.1% | Added |
| TLW Wealth Management, LLC | 34,910 | $13.0M | 7.37% | −745−2.1% | Reduced |
| Laurion Capital Management LP | 34,913 | $13.0M | 0.94% | +32,313+1,242.8% | Added |
| Tranquility Partners, LLC | 34,948 | $13.0M | 4.48% | −1,533−4.2% | Reduced |
| Zullo Investment Group, Inc. | 34,948 | $13.0M | 4.45% | −611−1.7% | Reduced |
| Lummis Asset Management, LP | 31,432 | $13.1M | 7.82% | −458−1.4% | Reduced |
| Wealthedge Investment Advisors, LLC | 35,109 | $13.1M | 4.45% | +748+2.2% | Added |
| Facet Wealth, Inc. | 35,134 | $13.1M | 0.19% | +4,121+13.3% | Added |
| Financial Perspectives, Inc | 35,154 | $13.1M | 3.19% | +1,725+5.2% | Added |
| Affinity Wealth Management LLC | 35,157 | $13.1M | 1.69% | +737+2.1% | Added |
| Wills Financial Group LLC | 35,189 | $13.1M | 4.78% | −72−0.2% | Reduced |
| Front Row Advisors LLC | 26,055 | $13.1M | 3.80% | −1,080−4.0% | Reduced |
| Jupiter Wealth Management LLC | 35,258 | $13.2M | 5.26% | −25−0.1% | Reduced |