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 |
|---|---|---|---|---|---|
| Global Wealth Management, LLC | 1,940 | $723.7K | 0.37% | +4+0.2% | Added |
| Macro Advisors, Inc. | 1,941 | $723.9K | 0.23% | −546−22.0% | Reduced |
| Guilbault Capital LLC | 1,941 | $723.9K | 0.73% | −165−7.8% | Reduced |
| Pembroke Management, LTD | 1,945 | $725.5K | 0.09% | −7−0.4% | Reduced |
| United Financial Planning Group LLC | 1,945 | $725.5K | 0.37% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,945 | $725.6K | 0.13% | −28−1.4% | Reduced |
| Forbes Financial Planning, Inc. | 1,948 | $726.6K | 0.39% | −12−0.6% | Reduced |
| BKA Wealth Consulting, Inc. | 1,951 | $727.7K | 0.50% | −1,572−44.6% | Reduced |
| Compass Financial Services Inc | 1,953 | $728.4K | 0.27% | −29−1.5% | Reduced |
| Investments & Financial Planning, LLC | 1,955 | $729.2K | 0.35% | +145+8.0% | Added |
| Legacy Solutions, LLC | 1,956 | $729.6K | 0.59% | +147+8.1% | Added |
| Goldstream Capital Management Ltd | 1,959 | $730.7K | 0.87% | −3,104−61.3% | Reduced |
| Legacy Wealth Managment, LLC | 1,959 | $730.7K | 0.30% | +505+34.7% | Added |
| January Capital Advisors LLC | 1,961 | $731.3K | 0.61% | −22−1.1% | Reduced |
| Accordant Advisory Group Inc | 1,965 | $733.0K | 0.49% | 00.0% | Unchanged |
| Seros Financial, LLC | 1,966 | $733.3K | 0.38% | +121+6.6% | Added |
| DeLarme Wealth Management, Inc. | 1,967 | $733.6K | 0.43% | +5+0.3% | Added |
| Centerline Wealth Advisors, LLC | 1,973 | $736.0K | 0.23% | −71−3.5% | Reduced |
| HighRoad Wealth Advisors, LLC | 1,975 | $736.6K | 0.62% | −140−6.6% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,982 | $739.2K | 0.21% | +448+29.2% | Added |
| Clear Point Advisors Inc. | 1,983 | $739.7K | 0.66% | −69−3.4% | Reduced |
| Praetorian Wealth Management, Inc. | 1,986 | $740.8K | 0.13% | +401+25.3% | Added |
| Boyer Financial Services, Inc. | 1,898 | $741.2K | 0.63% | +116+6.5% | Added |
| Vermillion Wealth Management, Inc. | 1,990 | $742.3K | 0.17% | −410−17.1% | Reduced |
| Keystone Global Partners, LLC | 1,995 | $744.1K | 0.28% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 1,995 | $744.2K | 0.26% | +50+2.6% | Added |
| Sierra Summit Advisors LLC | 1,997 | $744.9K | 0.08% | −322−13.9% | Reduced |
| Axis Wealth Partners, LLC | 2,000 | $745.9K | 0.36% | −375−15.8% | Reduced |
| Financial Planning Fort Collins, LLC | 1,949 | $749.1K | 0.59% | −25−1.3% | Reduced |
| Wingate Wealth Advisors, Inc. | 2,010 | $749.8K | 0.33% | 00.0% | Unchanged |
| Arkansas Financial Group, Inc. | 2,022 | $754.2K | 0.10% | +313+18.3% | Added |
| Brindle & Bay Financial Advisors, LLC | 2,027 | $756.1K | 0.38% | +2,027 | New |
| Joule Financial, LLC | 2,036 | $759.8K | 0.21% | −81−3.8% | Reduced |
| Carmel Capital Management L.L.C. | 2,039 | $760.6K | 0.17% | −500−19.7% | Reduced |
| Stegent Equity Advisors, Inc. | 2,040 | $761.1K | 0.55% | −179−8.1% | Reduced |
| PMG Family Office LLC | 2,042 | $761.7K | 0.70% | +376+22.6% | Added |
| Hoya Capital Real Estate, LLC | 2,044 | $762.5K | 11.21% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 2,044 | $762.6K | 0.33% | +27+1.3% | Added |
| Harbor Group, Inc. | 2,051 | $764.9K | 0.09% | −602−22.7% | Reduced |
| Nine Masts Capital Ltd | 2,054 | $766.2K | 0.09% | +2,054 | New |
| Mason Investment Advisory Services, Inc. | 2,054 | $766.3K | 0.03% | −104−4.8% | Reduced |
| A&I Financial Services, LLC | 2,058 | $767.7K | 0.33% | +190+10.2% | Added |
| Farnam Financial LLC | 2,060 | $768.3K | 0.56% | −8−0.4% | Reduced |
| Catalyst Investment Management LLC | 2,061 | $768.9K | 0.70% | +161+8.5% | Added |
| Nalls Sherbakoff Group, LLC | 2,062 | $769.0K | 0.55% | +10.0% | Added |
| Collaborative Capital Advisors LLC | 2,067 | $770.9K | 0.49% | +2,067 | New |
| High Probability Advisors, LLC | 2,067 | $770.9K | 0.08% | −236−10.2% | Reduced |
| Safe Harbor Family Capital, LLC | 2,067 | $771.0K | 0.52% | −460−18.2% | Reduced |
| Ardent Capital Management, Inc. | 2,067 | $771.0K | 0.32% | 00.0% | Unchanged |
| Heritage Wealth Architects, Inc. | 1,972 | $771.1K | 0.31% | −1−0.1% | Reduced |
| Truefg, LLC | 2,071 | $772.5K | 0.18% | −35−1.7% | Reduced |
| ProCore Advisors, LLC | 2,073 | $773.2K | 0.96% | +16+0.8% | Added |
| Verisail Partners, LLC | 2,074 | $773.6K | 0.29% | 00.0% | Unchanged |
| Total Investment Management Inc | 1,667 | $774.7K | 0.08% | +3+0.2% | Added |
| Toews Corp | 2,077 | $774.8K | 0.11% | +2,077 | New |
| Foundry Financial Group, Inc. | 2,081 | $776.3K | 0.34% | −7−0.3% | Reduced |
| Mustard Seed Financial, LLC | 2,081 | $776.3K | 0.40% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 2,087 | $778.4K | 0.12% | +405+24.1% | Added |
| Wilkins Miller Wealth Management, LLC | 2,087 | $778.7K | 0.43% | −246−10.5% | Reduced |
| Lighthouse Wealth Management Inc. | 2,088 | $778.7K | 0.48% | −126−5.7% | Reduced |
| DDFG, Inc | 2,090 | $779.7K | 0.15% | +13+0.6% | Added |
| Walleye Partners, LLC | 2,092 | $780.4K | 0.89% | +61+3.0% | Added |
| EMC Capital Management | 1,958 | $782.0K | 0.31% | +1,958 | New |
| Kelsey Financial, LLC | 2,106 | $785.6K | 0.60% | −28−1.3% | Reduced |
| Sentinel Advisory Group, LLC | 2,107 | $786.0K | 0.32% | +17+0.8% | Added |
| Maltin Wealth Management, Inc. | 2,108 | $786.4K | 0.26% | +1,186+128.6% | Added |
| Foundation Wealth Management, LLC | 2,108 | $786.5K | 0.24% | +1,040+97.4% | Added |
| GoalFusion Wealth Management, LLC | 2,115 | $788.9K | 0.32% | +244+13.0% | Added |
| Colter Lewis Investment Partners LLC | 2,116 | $789.4K | 0.35% | −4,613−68.6% | Reduced |
| Waller Financial Planning Group, Inc | 2,124 | $792.2K | 0.16% | +321+17.8% | Added |
| Zenith Solutions, Inc. | 2,124 | $792.3K | 0.72% | +2,124 | New |
| Note Advisors, LLC | 2,125 | $792.6K | 0.34% | −343−13.9% | Reduced |
| Bayshore Capital Advisors, LLC | 2,129 | $794.2K | 0.37% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 2,131 | $794.9K | 0.09% | −555−20.7% | Reduced |
| Compton Financial Group, LLC | 2,133 | $795.6K | 0.15% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 2,029 | $799.1K | 0.17% | −1,125−35.7% | Reduced |
| Heritage Oak Wealth Advisors LLC | 2,154 | $803.3K | 0.24% | +121+6.0% | Added |
| LGL Partners, LLC | 2,154 | $803.3K | 0.29% | +505+30.6% | Added |
| Oak Wealth Advisors LLC | 2,156 | $804.3K | 0.39% | +94+4.6% | Added |
| Thompson Davis & Co., Inc. | 2,158 | $805.0K | 0.48% | +349+19.3% | Added |
| Fortis Advisors, LLC | 2,166 | $808.0K | 0.38% | −147−6.4% | Reduced |
| Kahn Brothers Group Inc | 2,168 | $808.7K | 0.13% | +76+3.6% | Added |
| Family Wealth Group, LLC | 2,171 | $809.8K | 0.43% | +24+1.1% | Added |
| Accuvest Global Advisors | 2,174 | $811.0K | 0.70% | −8,257−79.2% | Reduced |
| Stephenson National Bank & Trust | 2,175 | $811.3K | 0.21% | +1,010+86.7% | Added |
| Hoese & Co LLP | 2,176 | $811.7K | 0.53% | +845+63.5% | Added |
| Advantage Trust Co | 2,178 | $812.4K | 0.29% | +850+64.0% | Added |
| Stone House Investment Management, LLC | 2,181 | $813.7K | 0.11% | +261+13.6% | Added |
| Nicholson Meyer Capital Management, Inc. | 2,190 | $816.8K | 0.54% | −68−3.0% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 2,192 | $817.8K | 0.30% | +1,253+133.4% | Added |
| Financial Symmetry Inc | 2,193 | $817.9K | 0.27% | +390+21.6% | Added |
| Integrated Wealth Management | 2,193 | $818.0K | 0.86% | −89−3.9% | Reduced |
| Summit Financial Consulting LLC | 2,195 | $818.6K | 0.56% | +11+0.5% | Added |
| Legacy Advisory Services, LLC | 2,198 | $820.1K | 0.58% | +1,072+95.2% | Added |
| Whipplewood Advisors, LLC | 2,199 | $820.3K | 0.55% | −2,583−54.0% | Reduced |
| Entruity Wealth, LLC | 2,201 | $820.9K | 0.53% | +69+3.2% | Added |
| SkyView Investment Advisors, LLC | 2,200 | $821.0K | 0.64% | −11,174−83.6% | Reduced |
| Shrier Wealth Management, LLC | 2,213 | $825.5K | 0.28% | −2−0.1% | Reduced |
| L.K. Benson & Company, P.C. | 2,214 | $825.9K | 0.25% | +192+9.5% | Added |
| Veratis Advisors, Inc. | 2,215 | $826.2K | 0.58% | +2,215 | New |