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; 6,248 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
- 6,248
- +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
- 2,447 more reduced
84 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 | 6,248 | $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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 124,487 | $46.4M | 1.32% | −6,871−5.2% | Reduced |
| Sagespring Wealth Partners, LLC | 124,051 | $46.3M | 0.71% | +4,696+3.9% | Added |
| Pittenger & Anderson Inc | 123,089 | $45.9M | 1.64% | −767−0.6% | Reduced |
| Academy Capital Management Inc | 122,816 | $45.8M | 6.06% | −4,566−3.6% | Reduced |
| Purpose Unlimited Inc. | 122,128 | $45.6M | 1.74% | +20,180+19.8% | Added |
| Strategic Wealth Partners, Ltd. | 122,138 | $45.6M | 2.82% | +8,541+7.5% | Added |
| Founders Capital Management, LLC | 122,044 | $45.5M | 6.79% | +154+0.1% | Added |
| Petredis Investment Advisors LLC | 122,032 | $45.5M | 3.07% | −211−0.2% | Reduced |
| CSM Advisors, LLC | 121,715 | $45.4M | 0.97% | −118,223−49.3% | Reduced |
| Van Cleef Asset Management,Inc | 121,368 | $45.3M | 4.62% | −2,627−2.1% | Reduced |
| HBK Sorce Advisory LLC | 92,747 | $45.2M | 0.88% | +1,391+1.5% | Added |
| Willis Investment Counsel | 121,147 | $45.2M | 2.15% | +7,713+6.8% | Added |
| Alps Advisors Inc | 120,652 | $45.0M | 0.21% | +7,160+6.3% | Added |
| Papp L Roy & Associates | 120,590 | $45.0M | 4.73% | +3,369+2.9% | Added |
| Novare Capital Management LLC | 120,376 | $44.9M | 3.19% | +874+0.7% | Added |
| Kepler Cheuvreux (Suisse) SA | 120,321 | $44.9M | 2.57% | +3,427+2.9% | Added |
| Syon Capital LLC | 120,037 | $44.8M | 1.95% | +6,160+5.4% | Added |
| Spinnaker Trust | 119,765 | $44.7M | 2.17% | +1,342+1.1% | Added |
| Bank of Hawaii | 119,684 | $44.6M | 2.20% | −2,231−1.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 119,704 | $44.6M | 2.36% | +13,478+12.7% | Added |
| Cornerstone Capital, Inc. | 119,527 | $44.6M | 3.98% | +2,447+2.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 119,407 | $44.5M | 0.88% | +15,456+14.9% | Added |
| Joel Isaacson & Co., LLC | 119,369 | $44.5M | 1.29% | +443+0.4% | Added |
| Unio Capital LLC | 118,778 | $44.3M | 8.42% | −2,279−1.9% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 118,732 | $44.3M | 3.37% | +56,014+89.3% | Added |
| CX Institutional | 118,731 | $44.3M | 1.28% | −2,831−2.3% | Reduced |
| Burns J W & Co Inc | 118,654 | $44.3M | 4.61% | −1,668−1.4% | Reduced |
| Grace & Mercy Foundation, Inc. | 118,530 | $44.2M | 11.01% | −1,000−0.8% | Reduced |
| Fidelis Capital Partners, LLC | 118,457 | $44.2M | 2.54% | +3,196+2.8% | Added |
| B&D White Capital Company, LLC | 118,445 | $44.2M | 4.40% | +113,208+2,161.7% | Added |
| Greenbrier Partners Capital Management, LLC | 118,442 | $44.2M | 3.31% | −396−0.3% | Reduced |
| Kimelman & Baird, LLC | 117,806 | $43.9M | 3.24% | −510.0% | Reduced |
| Visionary Wealth Advisors | 117,678 | $43.9M | 1.73% | +924+0.8% | Added |
| Western Wealth Management, LLC | 117,370 | $43.8M | 1.43% | +4,387+3.9% | Added |
| PointState Capital LP | 117,333 | $43.8M | 0.77% | +117,333 | New |
| Ardmore Road Asset Management LP | 117,300 | $43.8M | 2.57% | +37,300+46.6% | Added |
| KMG Fiduciary Partners, LLC | 117,102 | $43.7M | 4.06% | −14,641−11.1% | Reduced |
| Philadelphia Trust Co | 117,041 | $43.7M | 2.80% | −796−0.7% | Reduced |
| McMillan Office, Inc. | 116,911 | $43.6M | 5.01% | +955+0.8% | Added |
| Principle Wealth Partners LLC | 116,758 | $43.6M | 2.15% | +2,104+1.8% | Added |
| Fukoku Mutual Life Insurance Co | 116,648 | $43.5M | 2.53% | +2,292+2.0% | Added |
| Appleton Partners Inc | 116,361 | $43.4M | 2.66% | −3,033−2.5% | Reduced |
| German American Bancorp, Inc. | 116,031 | $43.3M | 3.25% | +4,403+3.9% | Added |
| BW Gestao de Investimentos Ltda. | 115,951 | $43.3M | 1.04% | +64,142+123.8% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 115,748 | $43.2M | 1.77% | +115,748 | New |
| Coerente Capital Management | 115,572 | $43.1M | 7.94% | +990+0.9% | Added |
| MASTERINVEST Kapitalanlage GmbH | 115,473 | $43.1M | 3.70% | −231−0.2% | Reduced |
| Seilern Investment Management Ltd | 115,127 | $42.9M | 5.41% | −16,698−12.7% | Reduced |
| Fulton Bank, N.A. | 114,955 | $42.9M | 1.31% | −3,087−2.6% | Reduced |
| Trust Co of Virginia | 114,894 | $42.9M | 3.25% | +355+0.3% | Added |
| Foster Dykema Cabot & Partners, LLC | 114,756 | $42.8M | 2.49% | +829+0.7% | Added |
| King Wealth | 114,619 | $42.8M | 4.68% | −758−0.7% | Reduced |
| Greenwood Gearhart Inc | 114,410 | $42.7M | 1.99% | +7,673+7.2% | Added |
| Emerald Investment Advisers, LLC | 114,206 | $42.6M | 2.83% | +17,654+18.3% | Added |
| Nicolet Bankshares Inc | 112,186 | $42.6M | 1.35% | −904−0.8% | Reduced |
| Sandhill Capital Partners LLC | 114,044 | $42.5M | 3.46% | −7,757−6.4% | Reduced |
| Smartleaf Asset Management LLC | 114,791 | $42.3M | 1.38% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 113,323 | $42.3M | 6.62% | +1,197+1.1% | Added |
| RAM Investment Partners, LLC | 113,075 | $42.2M | 6.75% | −1,542−1.3% | Reduced |
| Tompkins Financial Corp | 113,010 | $42.2M | 2.95% | −773−0.7% | Reduced |
| Capital Investment Services of America, Inc. | 112,908 | $42.1M | 4.13% | +797+0.7% | Added |
| Ronald Blue Trust, Inc. | 112,493 | $42.0M | 0.44% | −2,300−2.0% | Reduced |
| TriCert Investment Counsel Inc. | 112,490 | $42.0M | 3.91% | +112,490 | New |
| Amica Mutual Insurance Co | 112,239 | $41.9M | 3.49% | −877−0.8% | Reduced |
| Marathon Trading Investment Management LLC | 111,987 | $41.8M | 4.76% | −93,709−45.6% | Reduced |
| Carret Asset Management, LLC | 111,448 | $41.6M | 3.63% | −1,476−1.3% | Reduced |
| Wilsey Asset Management Inc | 111,284 | $41.5M | 6.10% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 110,900 | $41.4M | 2.93% | +48,350+77.3% | Added |
| Beaumont Financial Advisors, LLC | 110,877 | $41.4M | 2.63% | +1,918+1.8% | Added |
| Shufro Rose & Co LLC | 110,520 | $41.2M | 2.37% | −718−0.6% | Reduced |
| Dash Acquisitions Inc. | 83,642 | $41.2M | 8.34% | −1,387−1.6% | Reduced |
| Tamar Securities, LLC | 110,047 | $41.0M | 3.84% | +1,038+1.0% | Added |
| Paralel Advisors LLC | 110,000 | $41.0M | 1.58% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 109,867 | $41.0M | 2.32% | −17,038−13.4% | Reduced |
| Bensler, LLC | 109,764 | $40.9M | 3.62% | +2,744+2.6% | Added |
| Matthew Goff Investment Advisor, LLC | 109,581 | $40.9M | 6.90% | −2,667−2.4% | Reduced |
| Thoroughbred Financial Services, LLC | 109,556 | $40.9M | 1.96% | +2,347+2.2% | Added |
| Stillwater Capital Advisors, LLC | 109,483 | $40.8M | 4.16% | −548−0.5% | Reduced |
| Heritage Trust Co | 109,321 | $40.8M | 3.53% | +3,514+3.3% | Added |
| Twin Capital Management Inc | 108,982 | $40.7M | 4.44% | +4,858+4.7% | Added |
| Schnieders Capital Management, LLC. | 108,672 | $40.5M | 5.32% | +1,934+1.8% | Added |
| Circle Wealth Management, LLC | 108,470 | $40.5M | 0.51% | −1,738−1.6% | Reduced |
| Anderson Hoagland & Co | 108,447 | $40.5M | 3.17% | +81+0.1% | Added |
| Pine Valley Investments Ltd Liability Co | 108,104 | $40.3M | 1.72% | +798+0.7% | Added |
| Mather Group, LLC. | 108,006 | $40.3M | 0.35% | +18,038+20.0% | Added |
| Wellington Shields Capital Management, LLC | 107,830 | $40.2M | 5.10% | −15,838−12.8% | Reduced |
| 180 Wealth Advisors, LLC | 107,359 | $40.0M | 4.02% | −762−0.7% | Reduced |
| TD Private Client Wealth LLC | 107,255 | $40.0M | 0.74% | −10,820−9.2% | Reduced |
| Clare Market Investments LLC | 107,192 | $40.0M | 7.30% | +3,315+3.2% | Added |
| Sora Investors LLC | 107,134 | $40.0M | 3.06% | −7,144−6.3% | Reduced |
| Simmons Bank | 107,007 | $39.9M | 2.28% | +6,685+6.7% | Added |
| Ledyard National Bank | 106,951 | $39.9M | 3.20% | −1,349−1.2% | Reduced |
| Auto-Owners Insurance Co | 106,900 | $39.9M | 0.90% | −17,403−14.0% | Reduced |
| Hoey Investments, Inc | 106,736 | $39.8M | 5.25% | −5,175−4.6% | Reduced |
| Petrus Trust Company, LTA | 106,512 | $39.7M | 3.74% | −35,000−24.7% | Reduced |
| Blue Chip Partners, Inc. | 106,502 | $39.7M | 2.51% | +4,385+4.3% | Added |
| Essex Financial Services, Inc. | 106,428 | $39.7M | 1.98% | +1,117+1.1% | Added |
| Gamco Investors, Inc. Et Al | 106,101 | $39.6M | 0.36% | −23,944−18.4% | Reduced |
| Oslo Pensjonsforsikring AS | 106,042 | $39.6M | 4.55% | +1,728+1.7% | Added |
| Anchor Investment Management, LLC | 105,520 | $39.4M | 2.96% | +3,733+3.7% | Added |