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 |
|---|---|---|---|---|---|
| Investment Counsel Co of Nevada | 1,728 | $644.7K | 1.20% | −796−31.5% | Reduced |
| Enzi Wealth | 1,678 | $645.9K | 0.20% | −56−3.2% | Reduced |
| Royal Palms Capital LLC | 1,732 | $646.1K | 0.57% | +14+0.8% | Added |
| Parkshore Wealth Management, Inc. | 1,734 | $646.7K | 0.19% | +17+1.0% | Added |
| Winter & Associates, Inc. | 1,734 | $646.7K | 0.49% | +40+2.4% | Added |
| Michael S. Ryan, Inc. | 1,734 | $646.8K | 0.32% | −252−12.7% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 1,739 | $648.7K | 0.17% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,740 | $649.0K | 0.32% | +518+42.4% | Added |
| TL Private Wealth | 1,672 | $650.1K | 0.24% | 00.0% | Unchanged |
| Henderson Brothers Financial Partners, LLC | 1,744 | $650.4K | 0.31% | −1,813−51.0% | Reduced |
| RM Financial Services, LLC | 1,747 | $651.8K | 0.48% | +68+4.1% | Added |
| Payne Capital Management, LLC | 1,747 | $651.8K | 0.17% | −2,727−61.0% | Reduced |
| Higgins & Schmidt Wealth Strategies LLC | 1,749 | $652.5K | 0.27% | +264+17.8% | Added |
| Maxele Advisors, LLC | 1,759 | $656.3K | 0.46% | +1,759 | New |
| Pinnacle Financial Group, LLC | 1,760 | $656.5K | 0.16% | +174+11.0% | Added |
| Harbor Asset Planning, Inc. | 1,774 | $661.5K | 0.50% | −151−7.8% | Reduced |
| Adapt Wealth Advisors, LLC | 1,774 | $661.6K | 0.22% | −156−8.1% | Reduced |
| Bull Oak Capital, LLC | 1,774 | $661.6K | 0.22% | +321+22.1% | Added |
| Richard Young Associates, Ltd. | 1,775 | $661.9K | 0.44% | −47−2.6% | Reduced |
| Carbahal Olsen Financial Services Group, LLC | 1,776 | $662.5K | 0.46% | −17−0.9% | Reduced |
| DBK Financial Counsel, LLC | 1,776 | $662.5K | 0.56% | −17−0.9% | Reduced |
| Stone Loft Wealth Management LLC | 1,675 | $662.5K | 0.38% | +1+0.1% | Added |
| Foronjy Financial LLC | 1,783 | $664.9K | 0.24% | +5+0.3% | Added |
| Avant Capital LLC | 1,784 | $665.5K | 0.42% | +125+7.5% | Added |
| Riverchase Wealth Management, LLC | 1,785 | $666.0K | 0.31% | −41−2.2% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,787 | $666.6K | 0.02% | −123−6.4% | Reduced |
| MPWM Advisory Solutions, LLC | 17,880 | $666.8K | 0.31% | +16,213+972.6% | Added |
| ETF Portfolio Partners, Inc. | 1,789 | $667.3K | 0.16% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 1,789 | $667.3K | 0.21% | +470+35.6% | Added |
| CBIZ Investment Advisory Services, LLC | 1,803 | $667.4K | 0.02% | 00.0% | Unchanged |
| SpringVest Wealth Management LLC | 1,792 | $668.3K | 0.42% | −6−0.3% | Reduced |
| Cypress Capital Advisors, LLC | 1,792 | $668.5K | 0.27% | −76−4.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 1,793 | $668.8K | 0.15% | +503+39.0% | Added |
| Prism Planning Partners LLC | 1,794 | $669.2K | 0.71% | +13+0.7% | Added |
| Artisan Partners Limited Partnership | 1,796 | $669.9K | 0.00% | +400+28.7% | Added |
| Wealth Care LLC | 1,805 | $673.1K | 0.55% | +3+0.2% | Added |
| Jacobs Equity LLC | 1,805 | $673.3K | 0.47% | +566+45.7% | Added |
| Auour Investments LLC | 1,807 | $674.0K | 0.19% | +9+0.5% | Added |
| Red Crane Wealth Management, LLC | 1,808 | $674.3K | 0.50% | +266+17.3% | Added |
| Capstone Capital Management Ltd | 1,809 | $674.8K | 0.30% | +1,809 | New |
| Gladstone Capital Management LLP | 1,810 | $675.2K | 0.07% | −256,016−99.3% | Reduced |
| Jim Saulnier & Associates, LLC | 1,811 | $675.6K | 0.27% | −68−3.6% | Reduced |
| BetterWealth, LLC | 1,820 | $678.9K | 0.12% | +379+26.3% | Added |
| Cobblestone Asset Management LLC | 1,824 | $680.4K | 0.28% | −175−8.8% | Reduced |
| Citrine Capital LLC | 1,828 | $681.9K | 0.25% | +52+2.9% | Added |
| Stephens Investment Management Group LLC | 1,829 | $682.3K | 0.01% | +86+4.9% | Added |
| Monetary Solutions, Ltd | 1,830 | $682.6K | 0.59% | +305+20.0% | Added |
| Compass Financial Group, Inc. | 1,830 | $682.6K | 0.29% | +55+3.1% | Added |
| FMB Wealth Management | 1,830 | $682.8K | 0.25% | −6−0.3% | Reduced |
| Southern Financial Group, LLC | 1,833 | $683.8K | 0.17% | −114−5.9% | Reduced |
| Timonier Family Office, LTD. | 1,834 | $684.1K | 0.19% | +1,834 | New |
| ArrowMark Colorado Holdings LLC | 1,835 | $684.5K | 0.03% | 00.0% | Unchanged |
| Western Reserve Capital Management, LLC | 1,838 | $685.6K | 0.51% | 00.0% | Unchanged |
| Highland Financial Advisors, LLC | 1,840 | $686.4K | 0.15% | +145+8.6% | Added |
| Stolz & Associates, PS | 1,841 | $686.7K | 0.43% | +207+12.7% | Added |
| Whitcomb & Hess, Inc. | 1,841 | $686.9K | 0.15% | +4+0.2% | Added |
| Smith & Howard Wealth Management, LLC | 1,842 | $687.1K | 0.14% | −4−0.2% | Reduced |
| Dahring | Cusmano LLC | 1,847 | $689.0K | 0.36% | −106−5.4% | Reduced |
| Forteris Wealth Management Inc. | 1,851 | $690.5K | 0.56% | +100+5.7% | Added |
| Balanced Wealth Group LLC | 1,855 | $691.9K | 0.22% | −312−14.4% | Reduced |
| Washington Capital Management Inc | 1,855 | $692.0K | 0.46% | +510+37.9% | Added |
| Penney Financial, LLC | 1,861 | $694.2K | 0.24% | 00.0% | Unchanged |
| Odyssean, LLC | 1,863 | $694.9K | 0.11% | −1,783−48.9% | Reduced |
| Breachway Investments LLC | 1,865 | $695.7K | 1.05% | −999−34.9% | Reduced |
| Sovereign Investment Advisors, LLC | 1,870 | $697.5K | 0.13% | 00.0% | Unchanged |
| Graney & King, LLC | 1,870 | $697.6K | 0.25% | +37+2.0% | Added |
| High Point Wealth Management, LLC | 1,873 | $698.7K | 0.57% | +1+0.1% | Added |
| hemming& Wealth Management, Inc. | 1,873 | $698.8K | 0.43% | −326−14.8% | Reduced |
| Coco Enterprises, LLC | 1,806 | $698.9K | 0.35% | 00.0% | Unchanged |
| Welch Financial Planning, LLC | 1,875 | $699.4K | 0.41% | −334−15.1% | Reduced |
| FORM Wealth Advisors, LLC | 1,875 | $699.5K | 0.08% | −700−27.2% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,875 | $699.5K | 0.20% | +59+3.2% | Added |
| May Barnhard Investments LLC | 1,875 | $699.7K | 0.28% | +216+13.0% | Added |
| Miller Global Investments, LLC | 1,879 | $700.9K | 0.58% | +733+64.0% | Added |
| Carmel Capital Partners, LLC | 1,880 | $701.3K | 0.23% | +83+4.6% | Added |
| Ruedi Wealth Management, Inc. | 1,887 | $703.8K | 0.17% | −69−3.5% | Reduced |
| Topel & Distasi Wealth Management, LLC | 1,889 | $704.6K | 0.34% | +1,329+237.3% | Added |
| West Chester Capital Advisors, Inc | 1,890 | $705.0K | 0.47% | −407−17.7% | Reduced |
| Auctus Advisors LLC | 1,890 | $705.0K | 0.59% | −400−17.5% | Reduced |
| Grand Central Investment Group | 1,891 | $705.4K | 0.59% | −17−0.9% | Reduced |
| Resolute Partners Group | 1,892 | $705.8K | 0.17% | −2,537−57.3% | Reduced |
| Freedom Financial Partners LLC | 1,897 | $707.6K | 0.23% | −102−5.1% | Reduced |
| MontVue Capital Management, Inc. | 1,897 | $707.6K | 0.41% | +8+0.4% | Added |
| Blue Capital, Inc. | 1,898 | $708.0K | 0.45% | −33−1.7% | Reduced |
| Dodds Wealth, LLC | 1,899 | $708.4K | 0.16% | +101+5.6% | Added |
| CGC Financial Services, LLC | 1,901 | $709.1K | 0.16% | −114−5.7% | Reduced |
| Granville Capital, Inc. | 1,902 | $709.7K | 0.32% | +32+1.7% | Added |
| Letson Investment Management, Inc. | 1,903 | $709.9K | 0.26% | 00.0% | Unchanged |
| Stewardship Concepts Financial Services LLC | 1,906 | $710.9K | 0.48% | +31+1.7% | Added |
| Raffa Wealth Management, LLC | 1,907 | $711.3K | 0.09% | −392−17.1% | Reduced |
| Manuka Financial, LLC | 1,908 | $711.7K | 0.37% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 1,473 | $712.0K | 0.61% | +24+1.7% | Added |
| Orca Wealth Management, LLC | 1,913 | $713.4K | 0.43% | −152−7.4% | Reduced |
| Foundry Financial LLC | 1,918 | $715.6K | 0.24% | +117+6.5% | Added |
| Mann Financial Group, Inc. | 1,921 | $716.6K | 0.60% | +25+1.3% | Added |
| Uptown Financial Advisors LLC | 1,922 | $716.9K | 0.53% | +32+1.7% | Added |
| MA Private Wealth | 1,927 | $718.8K | 0.11% | +225+13.2% | Added |
| Winnow Wealth LLC | 1,931 | $720.3K | 0.49% | −23−1.2% | Reduced |
| Fieldview Capital Management, LLC | 1,936 | $722.2K | 0.21% | +368+23.5% | Added |
| ESL Trust Services, LLC | 1,937 | $722.5K | 0.12% | 00.0% | Unchanged |