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 |
|---|---|---|---|---|---|
| Fortitude Financial, LLC | 1,480 | $552.1K | 0.50% | −82−5.2% | Reduced |
| Graham Capital Wealth Management, LLC | 1,480 | $552.1K | 0.43% | 00.0% | Unchanged |
| Crabel Capital Management, LLC | 1,481 | $552.4K | 0.40% | −590−28.5% | Reduced |
| Portland Financial Advisors Inc | 1,485 | $553.9K | 1.01% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 1,487 | $554.8K | 0.20% | 00.0% | Unchanged |
| Kitching Partners, LLC | 1,487 | $554.9K | 0.48% | +435+41.3% | Added |
| Martin Capital Advisors, LLP | 1,492 | $556.5K | 0.29% | +67+4.7% | Added |
| Stirlingshire Investments, Inc. | 1,496 | $558.1K | 0.41% | −279−15.7% | Reduced |
| Needham Investment Management LLC | 1,500 | $559.5K | 0.02% | +1,500 | New |
| Bramshill Investments, LLC | 1,500 | $559.5K | 0.04% | +1,500 | New |
| All-Stars Investment Ltd | 1,500 | $559.5K | 0.28% | +1,500 | New |
| CDKV Holdings LLC | 1,508 | $562.7K | 0.44% | +62+4.3% | Added |
| Daner Wealth Management, LLC | 1,134 | $563.5K | 0.31% | +27+2.4% | Added |
| BTS Asset Management, Inc. | 1,512 | $564.1K | 1.19% | +1,512 | New |
| Collaborative Wealth Managment Inc. | 1,517 | $565.9K | 0.24% | +34+2.3% | Added |
| Midwestern Financial, LLC | 1,517 | $565.9K | 0.40% | +3+0.2% | Added |
| Scratch Capital LLC | 1,519 | $566.6K | 0.28% | +195+14.7% | Added |
| Oceanside Advisors LLC | 1,521 | $567.5K | 0.29% | 00.0% | Unchanged |
| New Perspectives, Inc | 1,522 | $567.9K | 0.17% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 1,527 | $569.7K | 0.47% | +72+4.9% | Added |
| Stage Harbor Financial, LLC | 1,530 | $570.7K | 0.33% | +255+20.0% | Added |
| Sequent Asset Management, LLC | 1,531 | $571.1K | 0.24% | −309−16.8% | Reduced |
| GEN Financial Management, INC. | 1,536 | $573.0K | 0.34% | −110−6.7% | Reduced |
| Birmingham Capital Management Co Inc | 1,539 | $574.0K | 0.22% | +200+14.9% | Added |
| Ledgewood Wealth Advisors, LLC | 1,539 | $574.1K | 0.30% | +190+14.1% | Added |
| Flaharty Asset Management, LLC | 1,474 | $575.5K | 0.82% | −8,261−84.9% | Reduced |
| Capital Financial Group Inc | 1,544 | $576.0K | 0.30% | +48+3.2% | Added |
| ATLas Financial Planning LLC | 1,547 | $577.1K | 0.47% | −284−15.5% | Reduced |
| CFC Planning Co LLC | 1,550 | $578.2K | 0.34% | −20−1.3% | Reduced |
| Grand Wealth Management, LLC | 1,558 | $581.2K | 0.24% | −332−17.6% | Reduced |
| Comprehensive Money Management Services LLC | 1,563 | $583.0K | 0.37% | −47−2.9% | Reduced |
| OakTrust Wealth Advisors, LLC | 1,568 | $584.9K | 0.50% | +12+0.8% | Added |
| Virtus ETF Advisers LLC | 1,569 | $585.3K | 0.23% | −473−23.2% | Reduced |
| Family Office Research LLC | 1,572 | $586.3K | 0.22% | +153+10.8% | Added |
| Brooklyn FI, LLC | 1,502 | $586.3K | 0.11% | −256−14.6% | Reduced |
| Sara-Bay Financial | 1,573 | $586.9K | 0.16% | 00.0% | Unchanged |
| Cassady Wealth & Retirement Planning, LLC | 1,576 | $587.8K | 0.27% | −31−1.9% | Reduced |
| Arcadia Wealth Management, Inc. | 1,580 | $589.2K | 0.28% | 00.0% | Unchanged |
| Platform Wealth Management, LLC | 1,581 | $589.9K | 0.22% | +1,581 | New |
| Parrish Capital LLC | 1,585 | $591.2K | 0.57% | −877−35.6% | Reduced |
| Merrithew & Thorsten Inc | 1,590 | $593.0K | 0.51% | +4+0.3% | Added |
| Boston Standard Wealth Management, LLC | 1,542 | $594.3K | 0.09% | +18+1.2% | Added |
| Baron Financial Group, LLC | 1,594 | $594.7K | 0.28% | −14−0.9% | Reduced |
| Forum Private Client Group LLC | 1,595 | $595.1K | 0.18% | +38+2.4% | Added |
| Alamar Capital Management, LLC | 1,596 | $595.4K | 0.30% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 1,598 | $596.1K | 0.24% | −1,034−39.3% | Reduced |
| Knott David M Jr | 1,600 | $596.8K | 0.32% | 00.0% | Unchanged |
| Strategent Financial, LLC | 1,602 | $597.6K | 0.34% | −49−3.0% | Reduced |
| Primoris Wealth Advisors, LLC | 1,608 | $599.8K | 0.27% | −3,291−67.2% | Reduced |
| Prosperity Advisers, LLC | 1,610 | $600.5K | 0.43% | +141+9.6% | Added |
| Tull Financial Group, Inc. | 1,610 | $600.5K | 0.24% | −49−3.0% | Reduced |
| Banta Asset Management LP | 1,611 | $600.9K | 0.54% | +285+21.5% | Added |
| Bluestem Financial Advisors, LLC | 1,611 | $600.9K | 0.21% | −27−1.6% | Reduced |
| Merkkuri Wealth Advisors LLC | 1,614 | $602.0K | 0.37% | +131+8.8% | Added |
| Objective Capital Management, LLC | 1,618 | $603.5K | 0.54% | −129−7.4% | Reduced |
| BG Investment Services, Inc. | 1,619 | $603.8K | 0.43% | −1,152−41.6% | Reduced |
| Martin Investment Management, LLC | 1,619 | $603.9K | 0.20% | 00.0% | Unchanged |
| Aureum Wealth Management, LLC | 1,624 | $605.8K | 0.38% | −370−18.6% | Reduced |
| A4 Wealth Advisors LLC | 1,625 | $606.2K | 0.41% | −1,063−39.5% | Reduced |
| Next Level Wealth Planning, LLC | 1,625 | $606.3K | 0.27% | +63+4.0% | Added |
| Denver Wealth Management, Inc. | 1,625 | $606.3K | 0.17% | +168+11.5% | Added |
| Sfam, LLC | 1,631 | $608.3K | 0.50% | +19+1.2% | Added |
| Trace Wealth Advisors, LLC | 1,631 | $608.4K | 0.40% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,631 | $608.4K | 0.16% | +436+36.5% | Added |
| PVG Asset Management Corp | 1,634 | $609.6K | 0.35% | 00.0% | Unchanged |
| Balanced Rock Investment Advisor | 1,637 | $610.7K | 0.38% | +407+33.1% | Added |
| Beacon Bridge Wealth Partners, LLC | 1,641 | $612.0K | 0.17% | +75+4.8% | Added |
| Blom & Howell Financial Planning, Inc. | 1,642 | $612.5K | 0.51% | −2−0.1% | Reduced |
| Krane Financial Solutions LLC | 1,644 | $613.2K | 0.38% | +185+12.7% | Added |
| Beacon Financial Planning, Inc | 1,645 | $613.7K | 0.21% | +132+8.7% | Added |
| Belvedere Trading LLC | 1,653 | $616.6K | 0.05% | +1,653 | New |
| Steelhead Wealth Management LLC | 1,656 | $617.0K | 0.25% | +392+31.0% | Added |
| Morling Financial Advisors, LLC | 1,657 | $618.1K | 0.17% | −99−5.6% | Reduced |
| Lifetime Wealth Management P.C. | 1,660 | $619.1K | 0.36% | −139−7.7% | Reduced |
| VanWeelden Wealth Management, LLC | 1,662 | $620.1K | 0.46% | +18+1.1% | Added |
| Independence Financial Advisors, LLC | 1,663 | $620.4K | 0.16% | −582−25.9% | Reduced |
| Woodside Wealth Management LLC | 1,665 | $621.1K | 0.43% | 00.0% | Unchanged |
| GreatBanc Trust CO | 1,666 | $621.5K | 0.39% | −648−28.0% | Reduced |
| JDH Wealth Management, LLC | 1,668 | $622.2K | 0.38% | −260−13.5% | Reduced |
| Cutler Capital Management, LLC | 1,671 | $623.2K | 0.16% | +25+1.5% | Added |
| Financial Planning Navigators CORP | 1,671 | $623.5K | 0.23% | −1,488−47.1% | Reduced |
| Dedeker Financial LLC | 1,673 | $624.1K | 0.35% | −1,015−37.8% | Reduced |
| Bravias Capital Group, LLC | 1,674 | $624.5K | 0.37% | +146+9.6% | Added |
| Rasp Wealth Solutions, LLC | 1,675 | $624.7K | 0.21% | +1,675 | New |
| Burrus Financial Services, Inc. | 1,676 | $625.2K | 0.27% | −369−18.0% | Reduced |
| Principia Wealth Advisory, LLC | 1,678 | $625.9K | 0.31% | +275+19.6% | Added |
| Wealthstar Advisors, LLC | 1,681 | $627.1K | 0.31% | +63+3.9% | Added |
| Hurley Capital, LLC | 1,688 | $629.8K | 0.33% | −70−4.0% | Reduced |
| Midwest Financial Network, LLC | 1,691 | $630.9K | 0.43% | +16+1.0% | Added |
| Briggs Wealth Management, Inc | 1,694 | $632.0K | 0.58% | +50+3.0% | Added |
| GR Financial Group, LLC | 1,695 | $632.4K | 0.09% | +450+36.1% | Added |
| Daniel Investment Group, Inc. | 1,699 | $633.6K | 0.38% | +1,699 | New |
| Karpus Management, Inc. | 1,700 | $634.1K | 0.02% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 1,701 | $634.5K | 0.62% | 00.0% | Unchanged |
| Aegis Wealth Management, Inc. | 1,702 | $634.9K | 0.41% | +180+11.8% | Added |
| Presper Financial Architects, LLC | 1,704 | $635.5K | 0.33% | −623−26.8% | Reduced |
| 5T Wealth, LLC | 1,705 | $636.1K | 0.24% | −272−13.8% | Reduced |
| Strategic Advisory Partners, LLC | 1,712 | $638.6K | 0.45% | −203−10.6% | Reduced |
| Hegarty Advisors, LLC | 1,714 | $639.4K | 0.44% | +20+1.2% | Added |
| Nikko Asset Management Americas, Inc. | 1,726 | $643.4K | 0.01% | +29+1.7% | Added |