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 |
|---|---|---|---|---|---|
| Empire Life Investments Inc. | 184,286 | $68.7M | 3.84% | −8,294−4.3% | Reduced |
| Synergy Financial Management, LLC | 183,474 | $68.4M | 6.45% | +39,727+27.6% | Added |
| Univest Financial Corp | 183,288 | $68.4M | 3.36% | +7,239+4.1% | Added |
| Susquehanna Fundamental Investments, LLC | 183,132 | $68.3M | 1.28% | +17,683+10.7% | Added |
| Level Four Advisory Services, LLC | 182,005 | $67.9M | 1.92% | +19,682+12.1% | Added |
| Beacon Investment Advisory Services, Inc. | 181,210 | $67.6M | 2.51% | −3,335−1.8% | Reduced |
| IFP Advisors, Inc | 180,462 | $67.3M | 1.22% | +5,662+3.2% | Added |
| Hantz Financial Services, Inc. | 180,309 | $67.3M | 0.91% | −35,604−16.5% | Reduced |
| Aureus Asset Management, LLC | 179,278 | $66.9M | 4.06% | −14,800−7.6% | Reduced |
| Valeo Financial Advisors, LLC | 179,265 | $66.9M | 1.41% | +3,192+1.8% | Added |
| Dorsey & Whitney Trust CO LLC | 178,820 | $66.7M | 3.25% | +3,575+2.0% | Added |
| WSFS Capital Management, LLC | 178,186 | $66.5M | 2.90% | +490+0.3% | Added |
| Ashton Thomas Private Wealth, LLC | 177,551 | $66.2M | 1.38% | +7,242+4.3% | Added |
| Milestones Administradora de Recursos Ltda. | 177,513 | $66.2M | 12.79% | −1,894−1.1% | Reduced |
| Grimes & Company, Inc. | 177,461 | $66.2M | 1.43% | +3,172+1.8% | Added |
| Penserra Capital Management LLC | 177,272 | $66.1M | 0.51% | +77,865+78.3% | Added |
| Violich Capital Management, Inc. | 177,079 | $66.1M | 7.18% | −2,553−1.4% | Reduced |
| Cumberland Partners Ltd | 176,987 | $66.0M | 4.27% | +27,230+18.2% | Added |
| Wahed Invest LLC | 176,812 | $66.0M | 6.88% | −11,234−6.0% | Reduced |
| Cornerstone Investment Partners, LLC | 175,752 | $65.6M | 2.19% | −2,985−1.7% | Reduced |
| Fulton Breakefield Broenniman LLC | 175,620 | $65.5M | 3.86% | −2,608−1.5% | Reduced |
| Sumitomo Life Insurance Co | 175,494 | $65.5M | 1.07% | −2,333−1.3% | Reduced |
| Night Owl Capital Management, LLC | 175,443 | $65.4M | 6.87% | +2,362+1.4% | Added |
| Plato Investment Management Ltd | 175,526 | $65.1M | 3.74% | +4,799+2.8% | Added |
| Heritage Wealth Advisors | 174,468 | $65.1M | 2.23% | +22,670+14.9% | Added |
| Tandem Investment Advisors, Inc. | 174,326 | $65.0M | 4.36% | −58,155−25.0% | Reduced |
| Bragg Financial Advisors, Inc | 173,801 | $64.8M | 1.73% | +3,371+2.0% | Added |
| Waycross Partners, LLC | 173,452 | $64.7M | 5.51% | +2,176+1.3% | Added |
| BTC Capital Management, Inc. | 172,761 | $64.5M | 3.92% | +21,395+14.1% | Added |
| Matrix Asset Advisors Inc | 172,878 | $64.5M | 5.24% | +1,519+0.9% | Added |
| Defiance ETFs, LLC | 167,502 | $64.4M | 0.90% | +79,610+90.6% | Added |
| Dnca Finance | 171,443 | $64.0M | 3.10% | +8,343+5.1% | Added |
| Dundas Partners LLP | 170,547 | $63.6M | 4.60% | −8,924−5.0% | Reduced |
| Long Focus Capital Management, LLC | 170,000 | $63.4M | 2.59% | +46,000+37.1% | Added |
| JBF Capital, Inc. | 169,730 | $63.3M | 8.29% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 169,250 | $63.1M | 5.12% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 169,135 | $63.1M | 2.31% | +7,479+4.6% | Added |
| Baader Bank INC | 168,950 | $63.0M | 5.15% | +863+0.5% | Added |
| First American Trust, FSB | 168,914 | $63.0M | 3.80% | −8,896−5.0% | Reduced |
| Bristol Gate Capital Partners Inc. | 168,886 | $63.0M | 4.39% | +23,380+16.1% | Added |
| LVM Capital Management Ltd | 168,745 | $62.9M | 5.27% | −777−0.5% | Reduced |
| Wilkinson Global Asset Management LLC | 168,153 | $62.7M | 4.98% | −47,385−22.0% | Reduced |
| Trust Co of Toledo NA | 167,600 | $62.5M | 5.20% | +528+0.3% | Added |
| Parsons Capital Management Inc | 167,422 | $62.5M | 2.82% | −32,353−16.2% | Reduced |
| RDST Capital LLC | 167,344 | $62.4M | 5.17% | −13,216−7.3% | Reduced |
| Great Valley Advisor Group, Inc. | 167,115 | $62.3M | 0.98% | +2,994+1.8% | Added |
| BLB&B Advisors, LLC | 166,945 | $62.3M | 2.28% | +11,547+7.4% | Added |
| Compass Capital Management, Inc | 166,539 | $62.1M | 3.75% | −4,462−2.6% | Reduced |
| Meridian Wealth Management, LLC | 166,473 | $62.1M | 1.93% | −2,807−1.7% | Reduced |
| Ami Asset Management Corp | 165,895 | $61.9M | 3.56% | −5,838−3.4% | Reduced |
| HMI Capital Management, L.P. | 165,300 | $61.7M | 8.98% | −14,400−8.0% | Reduced |
| Formuepleje A/S | 165,010 | $61.6M | 4.81% | −37,873−18.7% | Reduced |
| Eagle Global Advisors LLC | 164,259 | $61.3M | 2.03% | +1,278+0.8% | Added |
| Ycg, LLC | 163,944 | $61.2M | 5.38% | −883−0.5% | Reduced |
| Narwhal Capital Management | 162,292 | $60.5M | 4.18% | −1,843−1.1% | Reduced |
| Coronation Fund Managers Ltd. | 161,594 | $60.3M | 2.30% | +22,988+16.6% | Added |
| SNS Financial Group, LLC | 161,270 | $60.2M | 1.16% | +140,801+687.9% | Added |
| Asset Advisors Investment Management, LLC | 160,948 | $60.0M | 5.51% | −3,999−2.4% | Reduced |
| Adell Harriman & Carpenter Inc | 160,573 | $59.9M | 3.07% | −161−0.1% | Reduced |
| First Long Island Investors, LLC | 160,492 | $59.9M | 4.24% | +453+0.3% | Added |
| Pallas Capital Advisors LLC | 160,335 | $59.8M | 1.84% | +2,511+1.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 160,066 | $59.7M | 1.59% | +15,611+10.8% | Added |
| Marathon Asset Mgmt Ltd | 159,718 | $59.6M | 2.42% | −37,276−18.9% | Reduced |
| Woodstock Corp | 159,578 | $59.5M | 4.94% | +1,326+0.8% | Added |
| North Star Asset Management Inc | 159,018 | $59.3M | 2.33% | −124−0.1% | Reduced |
| Hancock Prospecting Pty Ltd | 159,000 | $59.3M | 1.04% | 00.0% | Unchanged |
| Logan Capital Management Inc | 158,796 | $59.2M | 2.20% | +158,796 | New |
| NorthRock Partners, LLC | 158,398 | $59.1M | 0.86% | +1,120+0.7% | Added |
| Oakmont Corp | 157,940 | $58.9M | 11.72% | −19,957−11.2% | Reduced |
| Maplelane Capital, LLC | 157,900 | $58.9M | 2.47% | +157,900 | New |
| Boston Common Asset Management, LLC | 157,839 | $58.9M | 3.49% | +14,266+9.9% | Added |
| Capital Group Private Client Services, Inc. | 157,466 | $58.7M | 0.83% | −19,503−11.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 156,821 | $58.5M | 1.23% | −738−0.5% | Reduced |
| Fairview Capital Investment Management, LLC | 156,688 | $58.4M | 3.08% | −1,489−0.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 156,526 | $58.4M | 0.17% | +75,637+93.5% | Added |
| Te Ahumairangi Investment Management Ltd | 156,520 | $58.4M | 9.42% | +12,274+8.5% | Added |
| Robertson Stephens Wealth Management, LLC | 156,449 | $58.4M | 1.44% | −3,000−1.9% | Reduced |
| Change Path, LLC | 156,195 | $58.3M | 1.26% | +6,189+4.1% | Added |
| Forbes J M & Co LLP | 155,852 | $58.1M | 4.57% | −1,215−0.8% | Reduced |
| Manitou Investment Management Ltd. | 155,364 | $58.0M | 10.77% | +30,378+24.3% | Added |
| Buckingham Strategic Partners | 155,071 | $57.8M | 0.49% | −19,992−11.4% | Reduced |
| GCQ Funds Management Pty Ltd | 154,905 | $57.8M | 8.01% | +12,809+9.0% | Added |
| Ironvine Capital Partners, LLC | 154,673 | $57.7M | 5.38% | −444−0.3% | Reduced |
| Estabrook Capital Management | 154,288 | $57.6M | 7.79% | +3,237+2.1% | Added |
| Lowe Brockenbrough & Co Inc | 153,883 | $57.4M | 2.55% | +3,355+2.2% | Added |
| Silicon Valley Capital Partners | 153,778 | $57.4M | 4.65% | +8,022+5.5% | Added |
| Oak Ridge Investments LLC | 153,252 | $57.2M | 3.23% | −196,906−56.2% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 153,200 | $57.1M | 3.96% | −16,250−9.6% | Reduced |
| Clarity Financial LLC | 152,532 | $56.9M | 4.87% | +48,929+47.2% | Added |
| XXEC, Inc. | 140,205 | $56.9M | 7.38% | +38,057+37.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 152,204 | $56.8M | 2.56% | −901−0.6% | Reduced |
| Sowell Financial Services LLC | 151,909 | $56.7M | 1.85% | +2,338+1.6% | Added |
| Savvy Advisors, Inc. | 151,539 | $56.5M | 1.21% | +19,987+15.2% | Added |
| Provident Investment Management, Inc. | 150,278 | $56.1M | 5.45% | −7,161−4.5% | Reduced |
| Suncoast Equity Management | 150,237 | $56.0M | 7.02% | −15,382−9.3% | Reduced |
| Colonial Trust Advisors | 150,220 | $56.0M | 3.90% | −532−0.4% | Reduced |
| Fort Sheridan Advisors LLC | 150,091 | $56.0M | 6.03% | −165−0.1% | Reduced |
| Elequin Capital LP | 150,000 | $56.0M | 1.87% | +149,998+7,499,900.0% | Added |
| Berkley W R Corp | 149,400 | $55.7M | 2.73% | +149,400 | New |
| Nixon Peabody Trust Co | 149,331 | $55.7M | 3.94% | −1,518−1.0% | Reduced |