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 |
|---|---|---|---|---|---|
| IMG Wealth Management, Inc. | 1,229 | $458.5K | 0.26% | +211+20.7% | Added |
| ONE Advisory Partners, LLC | 1,232 | $459.5K | 0.13% | −118−8.7% | Reduced |
| Signal Tree Financial Partners LLC | 1,234 | $460.4K | 0.31% | +142+13.0% | Added |
| Layline Advisors, LLC | 1,234 | $460.5K | 0.41% | −31−2.5% | Reduced |
| TopTier Wealth Management, LLC | 1,243 | $463.5K | 0.28% | +14+1.1% | Added |
| Bannerman Wealth Management Group, LLC | 1,245 | $464.4K | 0.27% | +191+18.1% | Added |
| Lowery Thomas, LLC | 1,252 | $467.1K | 0.23% | +2+0.2% | Added |
| Schiavi & Co LLC | 1,254 | $467.6K | 0.12% | +67+5.6% | Added |
| Oakmont Advisory Group, LLC | 1,254 | $467.9K | 0.39% | −28−2.2% | Reduced |
| Crosspoint Financial, LLC | 1,258 | $469.1K | 1.07% | +3+0.2% | Added |
| Valley Forge Investment Consultants Inc Adv | 1,260 | $470.0K | 0.12% | +83+7.1% | Added |
| Capital Asset Managemnet, LLC | 1,260 | $470.0K | 1.06% | −885−41.3% | Reduced |
| Steffes Financial, Ltd. | 1,263 | $471.1K | 0.20% | +136+12.1% | Added |
| Intentional Wealth Strategies, LLC | 1,269 | $473.2K | 0.44% | +57+4.7% | Added |
| Oak Family Advisors, LLC | 1,273 | $474.9K | 0.14% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 1,275 | $475.6K | 0.14% | 00.0% | Unchanged |
| NFC Investments, LLC | 1,275 | $476.0K | 0.12% | +41+3.3% | Added |
| Squire Investment Management Company, LLC | 1,278 | $476.9K | 0.11% | +444+53.2% | Added |
| Pacific Wealth Management | 1,281 | $477.8K | 0.21% | +329+34.6% | Added |
| Resolute Wealth Advisor, Inc. | 1,291 | $477.8K | 0.27% | 00.0% | Unchanged |
| MTM Financial Group, LLC | 1,288 | $480.6K | 0.21% | −84−6.1% | Reduced |
| Independent Wealth Advisors LLC | 1,289 | $480.9K | 0.44% | +20+1.6% | Added |
| Aquire Wealth Advisors, LLC | 1,291 | $481.8K | 0.11% | +163+14.5% | Added |
| Valley Financial Group, Inc. | 1,295 | $482.9K | 0.24% | −100−7.2% | Reduced |
| WealthTrak Capital Management LLC | 1,295 | $483.1K | 0.32% | −17−1.3% | Reduced |
| Andina Capital Management, LLC | 1,297 | $483.8K | 0.79% | +288+28.5% | Added |
| Myecfo, LLC | 1,299 | $484.6K | 0.18% | +284+28.0% | Added |
| Fosun International Ltd | 1,300 | $484.9K | 0.11% | −8,191−86.3% | Reduced |
| Sugar Maple Asset Management, LLC | 1,301 | $485.1K | 0.31% | +100+8.3% | Added |
| Ehrlich Financial Group | 1,308 | $487.9K | 0.25% | −25−1.9% | Reduced |
| Silver Oak Wealth Advisors Services, LLC | 1,311 | $489.0K | 0.29% | +1+0.1% | Added |
| John W. Brooker & Co., CPAs | 1,312 | $489.5K | 0.59% | +99+8.2% | Added |
| Cornerstone Wealth, LLC | 1,238 | $489.8K | 0.25% | −36−2.8% | Reduced |
| Wealthcare Capital Management LLC | 1,320 | $492.3K | 0.05% | −103−7.2% | Reduced |
| Ridgeline Wealth Planning, LLC | 1,320 | $492.5K | 0.31% | +21+1.6% | Added |
| Asset Allocation & Management Company, LLC | 1,323 | $494.0K | 0.16% | −1,517−53.4% | Reduced |
| McNamara Financial Services, Inc. | 1,327 | $494.8K | 0.09% | 00.0% | Unchanged |
| Kachkovsky & Fisher, Inc. | 1,329 | $495.7K | 0.48% | +1,329 | New |
| Brighton Securities Corp. | 1,329 | $495.8K | 0.21% | +73+5.8% | Added |
| Seek First Inc. | 1,333 | $497.3K | 0.31% | +10+0.8% | Added |
| Beacon Wealthcare LLC | 1,339 | $499.5K | 0.16% | +9+0.7% | Added |
| Israel Discount Bank of New York | 1,349 | $503.2K | 0.93% | +65+5.1% | Added |
| GenWealth Group, Inc. | 1,353 | $504.7K | 0.08% | 00.0% | Unchanged |
| Crystal Cove Asset Management, LLC | 1,354 | $505.1K | 0.55% | −40−2.9% | Reduced |
| J.E. Simmons & Co., P.C. | 1,354 | $505.2K | 0.28% | −11−0.8% | Reduced |
| Climber Capital SA | 1,359 | $505.9K | 0.31% | −1,431−51.3% | Reduced |
| Rolek Wealth Management LLC | 1,358 | $506.7K | 0.28% | −253−15.7% | Reduced |
| Fenimore Asset Management Inc | 1,359 | $506.8K | 0.01% | 00.0% | Unchanged |
| Spahn Wealth & Retirement LLC | 1,364 | $508.8K | 0.33% | −9,553−87.5% | Reduced |
| Cypress Financial Planning LLC | 1,368 | $510.2K | 0.12% | −52−3.7% | Reduced |
| Arcadia Wealth Management, LLC | 1,368 | $510.3K | 0.16% | −217−13.7% | Reduced |
| Dynamic Wealth Strategies, LLC | 1,368 | $510.3K | 0.27% | −452−24.8% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 1,371 | $511.4K | 0.10% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 1,371 | $511.5K | 0.16% | −75−5.2% | Reduced |
| Cornerstone Financial Group, LLC | 1,372 | $511.6K | 0.32% | −44−3.1% | Reduced |
| Triune Financial Partners, LLC | 1,376 | $513.1K | 0.11% | +112+8.9% | Added |
| Leo H. Evart, Inc. | 1,376 | $513.3K | 0.41% | +37+2.8% | Added |
| Compass Financial Group, INC | 1,384 | $516.2K | 0.06% | −9−0.6% | Reduced |
| Briaud Financial Planning, Inc | 1,386 | $517.0K | 0.14% | 00.0% | Unchanged |
| Genesis Wealth Advisors, LLC | 1,387 | $517.3K | 0.31% | 00.0% | Unchanged |
| Approach Retirement Advisors, LLC | 1,392 | $519.5K | 0.38% | +96+7.4% | Added |
| Oxford Asset Management LLP | 1,395 | $520.4K | 0.26% | +620+80.0% | Added |
| Delta Wealth Advisors LLC | 1,397 | $521.1K | 0.37% | +100+7.7% | Added |
| Altus Wealth Management, LLC | 1,399 | $521.7K | 0.20% | +59+4.4% | Added |
| PDT Partners, LLC | 1,400 | $522.2K | 0.03% | −9,800−87.5% | Reduced |
| DiPaolo Financial Group, Inc. | 1,401 | $522.6K | 0.34% | +37+2.7% | Added |
| FSA Investment Group, LLC | 1,402 | $523.0K | 0.17% | +365+35.2% | Added |
| Torrey-Payne Wealth Management, LLC | 1,406 | $524.5K | 0.43% | +35+2.6% | Added |
| Eq LLC | 1,408 | $525.3K | 0.13% | +337+31.5% | Added |
| Corepath Wealth Partners LLC | 1,371 | $525.6K | 0.33% | +118+9.4% | Added |
| FPC Investment Advisory, Inc. | 1,338 | $526.9K | 0.25% | 00.0% | Unchanged |
| Bright Financial Advisors, Inc. | 1,415 | $527.8K | 0.22% | −389−21.6% | Reduced |
| Dynamic Financial Group | 1,418 | $528.9K | 0.40% | +37+2.7% | Added |
| Beck Bode, LLC | 1,420 | $529.6K | 0.08% | +90+6.8% | Added |
| PACK Private Wealth, LLC | 1,425 | $531.6K | 0.22% | 00.0% | Unchanged |
| Guardsman Private Capital Management, Inc. | 1,427 | $532.5K | 0.37% | 00.0% | Unchanged |
| Core Wealth Management, Inc. | 1,432 | $534.2K | 0.15% | −94−6.2% | Reduced |
| Sound Financial Strategies Group, LLC | 1,432 | $534.2K | 0.34% | −7−0.5% | Reduced |
| Odyssey Group, LLC | 1,436 | $535.7K | 0.15% | +1,436 | New |
| EnRich Financial Partners LLC | 1,436 | $535.8K | 0.13% | −98−6.4% | Reduced |
| Xena Financial Planning, LLC | 1,441 | $537.6K | 0.52% | −165−10.3% | Reduced |
| Kingdom Financial Group LLC. | 1,442 | $537.9K | 0.14% | +7+0.5% | Added |
| Polymer Capital Management (US) LLC | 1,442 | $537.9K | 0.08% | +251+21.1% | Added |
| Shared Vision Wealth Group LLC | 1,443 | $538.4K | 0.19% | +21+1.5% | Added |
| Capstone Capital Wealth Advisors | 1,444 | $538.6K | 0.31% | −5−0.3% | Reduced |
| Threadgill Financial, LLC | 1,451 | $541.1K | 0.22% | −8,546−85.5% | Reduced |
| RTD Financial Advisors, Inc. | 1,456 | $543.1K | 0.06% | +182+14.3% | Added |
| NCP Inc. | 1,456 | $543.1K | 0.76% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1,462 | $545.2K | 0.20% | +54+3.8% | Added |
| E-Wealth Partners, LLC | 1,462 | $545.4K | 0.39% | −1,328−47.6% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 1,463 | $545.8K | 0.43% | +1,463 | New |
| JBGlobal.com LLC | 1,465 | $546.6K | 0.48% | +733+100.1% | Added |
| Legacy Wealth Asset Management, LLC | 1,466 | $546.8K | 0.12% | 00.0% | Unchanged |
| Sacks & Associates, LLC | 1,179 | $548.0K | 0.37% | +128+12.2% | Added |
| Three Cord True Wealth Management, LLC | 1,470 | $548.5K | 0.26% | +116+8.6% | Added |
| Lockerman Financial Group, Inc. | 1,474 | $549.8K | 0.84% | +107+7.8% | Added |
| Joel Adams & Associates, Inc. | 1,474 | $549.9K | 0.35% | 00.0% | Unchanged |
| Align Financial, LLC | 1,477 | $551.0K | 0.27% | 00.0% | Unchanged |
| Hillcrest Wealth Advisors - NY, LLC | 1,478 | $551.3K | 0.20% | +750+103.0% | Added |
| a16z Perennial Management, L.P. | 1,486 | $551.4K | 0.04% | −9,665−86.7% | Reduced |