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
- +$67.9B (+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 |
|---|---|---|---|---|---|
| Second Half Financial Partners, LLC | 2,222 | $828.8K | 0.34% | −130−5.5% | Reduced |
| Investors Portfolio Services LLC | 2,223 | $829.4K | 0.63% | +248+12.6% | Added |
| Greenland Capital Management LP | 2,225 | $830.0K | 0.16% | −300−11.9% | Reduced |
| Long Island Wealth Management, Inc. | 2,226 | $830.4K | 0.34% | −13−0.6% | Reduced |
| Soundwatch Capital LLC | 2,228 | $831.1K | 0.09% | −85−3.7% | Reduced |
| Tencap Wealth Coaching, LLC | 2,230 | $832.1K | 0.26% | +2,230 | New |
| IAG Wealth Partners, LLC | 2,236 | $833.9K | 0.08% | −29−1.3% | Reduced |
| Kerr Financial Planning Corp | 2,239 | $834.9K | 0.93% | +2+0.1% | Added |
| LPWM LLC | 2,239 | $835.2K | 0.19% | +433+24.0% | Added |
| Level Financial Advisors, Inc. | 2,242 | $836.4K | 0.19% | 00.0% | Unchanged |
| Prospera Capital Management, LLC | 2,166 | $837.6K | 0.26% | +10.0% | Added |
| Martel Wealth Advisors Inc | 2,246 | $837.6K | 0.13% | +211+10.4% | Added |
| Dupree Financial Group, LLC | 2,248 | $838.6K | 0.31% | −14−0.6% | Reduced |
| Ratan Capital Management LP | 2,250 | $839.3K | 0.27% | 00.0% | Unchanged |
| Arnhold LLC | 2,250 | $839.3K | 0.06% | 00.0% | Unchanged |
| Investment Management Corp | 2,251 | $839.6K | 0.70% | −35−1.5% | Reduced |
| Luminvest Wealth Management LLC | 2,254 | $840.6K | 0.20% | +691+44.2% | Added |
| HRC Wealth Management, LLC | 2,266 | $845.4K | 0.35% | −43−1.9% | Reduced |
| Sollinda Capital Management LLC | 2,269 | $846.4K | 0.18% | +639+39.2% | Added |
| Master's Wealth Management Inc. | 2,274 | $848.1K | 0.26% | +295+14.9% | Added |
| Weinberger Asset Management, Inc | 1,826 | $848.4K | 0.27% | +20+1.1% | Added |
| Halter Ferguson Financial Inc. | 2,276 | $849.0K | 0.14% | −132−5.5% | Reduced |
| Cedar Point Capital Partners, LLC | 2,279 | $850.1K | 0.49% | +31+1.4% | Added |
| Websterrogers Financial Advisors, LLC | 2,282 | $851.2K | 0.22% | +10.0% | Added |
| Echo Wealth Management, LLC | 2,283 | $851.6K | 0.43% | +140+6.5% | Added |
| Frontier Asset Management, LLC | 2,284 | $851.9K | 0.15% | −58−2.5% | Reduced |
| Rainey & Randall Investment Management Inc. | 2,286 | $852.7K | 0.12% | −25−1.1% | Reduced |
| 6th Street Advisors, LLC | 2,293 | $855.2K | 0.49% | +78+3.5% | Added |
| McMill Wealth Management | 2,296 | $856.5K | 0.21% | −286−11.1% | Reduced |
| Prossimo Advisors, LLC | 2,299 | $857.5K | 4.95% | +38+1.7% | Added |
| Hirtle Callaghan & Co LLC | 2,299 | $857.6K | 0.03% | −360−13.5% | Reduced |
| Curio Wealth, LLC | 2,308 | $860.9K | 0.27% | +29+1.3% | Added |
| Stanich Group LLC | 2,310 | $861.7K | 0.54% | +13+0.6% | Added |
| Sage Financial Management Group, Inc. | 2,317 | $864.3K | 0.24% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 2,320 | $865.5K | 0.12% | −7−0.3% | Reduced |
| ForthRight Wealth Management, LLC | 2,320 | $865.5K | 0.22% | +81+3.6% | Added |
| America First Investment Advisors, LLC | 2,325 | $867.4K | 0.16% | +42+1.8% | Added |
| Copia Wealth Management | 2,330 | $869.1K | 0.52% | −10.0% | Reduced |
| Puff Wealth Management, LLC | 2,333 | $870.2K | 0.89% | +2,333 | New |
| Decision Investments, Inc | 2,334 | $870.7K | 0.79% | −5−0.2% | Reduced |
| Brickley Wealth Management | 2,335 | $871.0K | 0.13% | −18−0.8% | Reduced |
| Gainline Financial Partners, LLC | 2,337 | $871.7K | 0.81% | +2,337 | New |
| Merited Wealth, LLC | 2,338 | $872.1K | 0.62% | −51−2.1% | Reduced |
| Schaeffer Financial LLC | 2,344 | $874.5K | 0.68% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 2,348 | $875.8K | 0.33% | +8+0.3% | Added |
| Elevate Wealth Advisory, Inc | 2,353 | $877.9K | 0.50% | +312+15.3% | Added |
| Sound Portfolio Advisors, LLC | 2,355 | $878.5K | 0.62% | 00.0% | Unchanged |
| AdviceOne Advisory Services, LLC | 2,355 | $878.6K | 0.50% | +181+8.3% | Added |
| Keener Financial Planning LLC | 2,357 | $879.0K | 0.31% | −1,911−44.8% | Reduced |
| Conestoga Capital Advisors, LLC | 2,359 | $880.0K | 0.02% | 00.0% | Unchanged |
| Kilter Group LLC | 2,361 | $880.7K | 0.32% | +237+11.2% | Added |
| ShoreHaven Wealth Partners, LLC | 2,365 | $882.1K | 0.28% | −79−3.2% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 2,368 | $883.3K | 0.12% | −105−4.2% | Reduced |
| Apeiron RIA LLC | 2,624 | $883.8K | 0.23% | −5,124−66.1% | Reduced |
| Hyperion Capital Advisors LP | 2,371 | $884.4K | 0.40% | +1,100+86.5% | Added |
| CMC Financial Group | 2,371 | $884.5K | 1.71% | +6+0.3% | Added |
| Cadia Private Client LLC | 2,375 | $885.9K | 0.64% | −51−2.1% | Reduced |
| Serenus Wealth Advisors, LLC | 2,377 | $886.7K | 0.15% | −134−5.3% | Reduced |
| Haven Private, LLC | 2,378 | $887.0K | 0.34% | −1,315−35.6% | Reduced |
| Quest 10 Wealth Builders, Inc. | 2,381 | $888.3K | 0.69% | +25+1.1% | Added |
| Tumwater Wealth Management, LLC | 2,389 | $891.2K | 0.32% | 00.0% | Unchanged |
| WorthPointe, LLC | 2,391 | $891.9K | 0.22% | −18−0.7% | Reduced |
| Noble Wealth Management PBC | 2,393 | $892.6K | 0.41% | +47+2.0% | Added |
| HBE Wealth Management, LLC | 2,399 | $894.9K | 0.64% | +172+7.7% | Added |
| True Wealth Design, LLC | 2,405 | $897.1K | 0.21% | +480+24.9% | Added |
| Horrell Capital Management, Inc. | 2,405 | $897.1K | 0.41% | +229+10.5% | Added |
| Wrenne Financial Planning LLC | 2,411 | $899.4K | 0.30% | +146+6.4% | Added |
| Albert D Mason Inc | 2,411 | $899.5K | 0.51% | +1,255+108.6% | Added |
| HighVista Strategies LLC | 2,413 | $900.1K | 0.21% | −4,044−62.6% | Reduced |
| Axim Planning & Wealth | 2,418 | $902.0K | 1.27% | −79−3.2% | Reduced |
| Sensible Money, LLC | 2,419 | $902.4K | 0.24% | −133−5.2% | Reduced |
| Sound Stewardship, LLC | 2,424 | $904.1K | 0.37% | +445+22.5% | Added |
| Darrow Company, Inc. | 2,428 | $905.7K | 0.35% | +48+2.0% | Added |
| Caitlin John, LLC | 2,428 | $905.8K | 0.50% | −1,273−34.4% | Reduced |
| Whi Trust Co LLC | 2,437 | $909.0K | 0.59% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 2,438 | $909.4K | 0.50% | −33−1.3% | Reduced |
| Allen Wealth Management, LLC | 2,438 | $909.4K | 0.44% | +389+19.0% | Added |
| Orin Green Financial, LLC | 2,442 | $910.9K | 0.34% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 2,445 | $912.0K | 0.03% | 00.0% | Unchanged |
| Quartz Partners, LLC | 2,448 | $913.2K | 0.30% | +227+10.2% | Added |
| Great Oak Capital Partners, LLC | 2,336 | $913.3K | 0.20% | −24−1.0% | Reduced |
| Marathon Strategic Advisors, LLC | 2,451 | $914.3K | 0.52% | −8−0.3% | Reduced |
| ICONIQ Capital, LLC | 2,452 | $914.6K | 0.03% | −146,869−98.4% | Reduced |
| REAP Financial Group, LLC | 2,453 | $914.9K | 0.16% | +26+1.1% | Added |
| Clarity Capital Advisors, LLC | 2,454 | $915.4K | 0.38% | +200+8.9% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 2,454 | $915.5K | 0.26% | +120+5.1% | Added |
| E6 Portfolios, LLC | 2,455 | $915.6K | 0.73% | +1,090+79.9% | Added |
| Lam Group, Inc. | 2,455 | $915.9K | 0.45% | +1,380+128.4% | Added |
| Valpey Financial Services, LLC | 2,457 | $916.4K | 0.55% | +10.0% | Added |
| Verus Wealth Management, LLC | 2,457 | $916.5K | 0.76% | 00.0% | Unchanged |
| V. M. Manning & Co., Inc. | 2,462 | $918.4K | 0.79% | +2,462 | New |
| BLVD Private Wealth, LLC | 2,464 | $919.2K | 0.68% | −196−7.4% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 2,468 | $920.6K | 0.51% | +3+0.1% | Added |
| TPG Financial Advisors, LLC | 2,468 | $920.6K | 0.27% | +5+0.2% | Added |
| One Degree Advisors Inc | 2,398 | $921.0K | 0.21% | +5+0.2% | Added |
| Avaii Wealth Management, LLC | 2,480 | $925.2K | 0.27% | +295+13.5% | Added |
| New England Capital Financial Advisors LLC | 2,483 | $926.3K | 0.22% | +1,001+67.5% | Added |
| Mustico Financial Group, Inc. | 2,429 | $927.0K | 0.64% | −48−1.9% | Reduced |
| GGM Financials LLC | 2,486 | $927.4K | 0.35% | +4+0.2% | Added |
| RMG Wealth Management LLC | 1,887 | $929.3K | 0.10% | +94+5.2% | Added |