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 |
|---|---|---|---|---|---|
| Axxion S.A. | 120,335 | $39.4M | 2.81% | +120,335 | New |
| Wedmont Private Capital | 101,962 | $39.3M | 1.08% | −4,261−4.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 105,227 | $39.3M | 3.21% | +71+0.1% | Added |
| Rollins Financial Advisors, LLC | 104,939 | $39.1M | 5.16% | +842+0.8% | Added |
| CenterBook Partners LP | 104,729 | $39.1M | 1.92% | −235−0.2% | Reduced |
| Barlow Wealth Partners, Inc. | 101,834 | $39.0M | 4.22% | +640+0.6% | Added |
| New Age Alpha Advisors, LLC | 104,486 | $39.0M | 1.65% | −16,106−13.4% | Reduced |
| Alerus Financial NA | 104,258 | $38.9M | 1.70% | −1,550−1.5% | Reduced |
| Ceredex Value Advisors LLC | 103,974 | $38.8M | 1.09% | +103,974 | New |
| Liontrust Investment Partners LLP | 103,664 | $38.7M | 0.57% | −20,103−16.2% | Reduced |
| Belpointe Asset Management LLC | 103,563 | $38.6M | 1.26% | +5,995+6.1% | Added |
| Coastline Trust Co | 103,306 | $38.5M | 3.42% | −320−0.3% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 103,285 | $38.5M | 2.79% | +94,783+1,114.8% | Added |
| Angeles Wealth Management, LLC | 103,056 | $38.4M | 1.76% | +5,991+6.2% | Added |
| Orion Investment Co | 102,763 | $38.3M | 11.23% | −4,147−3.9% | Reduced |
| Gladstone Institutional Advisory LLC | 102,748 | $38.3M | 1.21% | +1,906+1.9% | Added |
| DV Trading LLC | 102,920 | $38.3M | 3.17% | +72,258+235.7% | Added |
| Terry L. Blaker | 102,598 | $38.3M | 1.35% | +2,005+2.0% | Added |
| Rothschild Investment LLC | 102,397 | $38.2M | 1.43% | +23,423+29.7% | Added |
| Howard Hughes Medical Institute | 102,314 | $38.2M | 8.57% | 00.0% | Unchanged |
| Archon Partners LLC | 102,000 | $38.0M | 4.06% | 00.0% | Unchanged |
| Asset One Wealth Management LLC | 96,016 | $38.0M | 4.01% | +2,405+2.6% | Added |
| Arvest Bank Trust Division | 101,660 | $37.9M | 1.85% | −5,491−5.1% | Reduced |
| Lakewood Capital Management, LP | 101,534 | $37.9M | 1.96% | +5,000+5.2% | Added |
| Hardman Johnston Global Advisors LLC | 101,524 | $37.9M | 1.33% | −23,596−18.9% | Reduced |
| Fundamentun, LLC | 101,426 | $37.8M | 1.37% | +5,137+5.3% | Added |
| Ulysses Management LLC | 101,367 | $37.8M | 13.07% | −40,000−28.3% | Reduced |
| Westerkirk Capital Inc. | 101,213 | $37.8M | 3.63% | +11,000+12.2% | Added |
| MidFirst Bank | 101,049 | $37.7M | 2.67% | +744+0.7% | Added |
| LMR Partners LLP | 100,797 | $37.6M | 0.28% | +36,003+55.6% | Added |
| Estuary Capital Management LP | 100,472 | $37.5M | 6.36% | +46,224+85.2% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 100,412 | $37.5M | 6.66% | +467+0.5% | Added |
| VestGen Advisors, LLC | 100,377 | $37.4M | 1.10% | −3,483−3.4% | Reduced |
| Lynch & Associates | 100,370 | $37.4M | 6.54% | −670−0.7% | Reduced |
| Blue Grotto Capital, LLC | 100,248 | $37.4M | 3.12% | +100,248 | New |
| Rheos Capital Works Inc. | 100,000 | $37.3M | 2.13% | −20,000−16.7% | Reduced |
| Pennant Investors, LP | 100,000 | $37.3M | 11.14% | +600+0.6% | Added |
| Proem Advisors LLC | 100,000 | $37.3M | 7.67% | +10,000+11.1% | Added |
| Geneos Wealth Management Inc. | 99,678 | $37.2M | 0.76% | −1,003−1.0% | Reduced |
| Means Investment Co., Inc. | 99,637 | $37.2M | 2.81% | −4,964−4.7% | Reduced |
| Van Hulzen Asset Management, LLC | 99,491 | $37.1M | 2.64% | −16,002−13.9% | Reduced |
| Ameritas Advisory Services, LLC | 99,483 | $37.1M | 0.75% | +28,872+40.9% | Added |
| Absher Wealth Management, LLC | 99,290 | $37.0M | 4.22% | +666+0.7% | Added |
| BOCHK Asset Management Ltd | 99,024 | $36.9M | 5.83% | +8,787+9.7% | Added |
| S-Bank Fund Management Ltd | 98,590 | $36.8M | 5.00% | −6,629−6.3% | Reduced |
| Spartan Wealth Advisory Services LLC | 98,477 | $36.7M | 3.01% | +911+0.9% | Added |
| Rossmore Private Capital | 98,280 | $36.7M | 2.98% | +260+0.3% | Added |
| WestEnd Advisors, LLC | 98,269 | $36.7M | 0.82% | −9,124−8.5% | Reduced |
| One Wealth Capital Management, LLC | 97,862 | $36.5M | 10.39% | +5,867+6.4% | Added |
| American National Bank | 97,857 | $36.5M | 3.12% | −1,462−1.5% | Reduced |
| ProVise Management Group, LLC | 97,541 | $36.4M | 2.44% | +1,471+1.5% | Added |
| Palisade Capital Management LLC | 97,505 | $36.4M | 1.58% | +4,785+5.2% | Added |
| Knollwood Investment Advisory, LLC | 97,421 | $36.3M | 3.23% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 97,228 | $36.3M | 1.97% | +682+0.7% | Added |
| Bridgeway Capital Management, LLC | 97,208 | $36.3M | 0.64% | +4,985+5.4% | Added |
| Moran Wealth Management, LLC | 97,043 | $36.2M | 0.99% | +5,386+5.9% | Added |
| Bridgewater Advisors Inc. | 74,033 | $36.1M | 1.97% | +5,682+8.3% | Added |
| Johnson Financial Group, Inc. | 96,634 | $36.0M | 1.19% | −2,915−2.9% | Reduced |
| SlateStone Wealth, LLC | 96,615 | $36.0M | 2.76% | −702−0.7% | Reduced |
| Signal Advisors Wealth, LLC | 96,129 | $35.9M | 1.88% | +25,221+35.6% | Added |
| Pictet North America Advisors SA | 96,490 | $35.8M | 3.16% | +12,111+14.4% | Added |
| Kingswood Wealth Advisors, LLC | 96,066 | $35.8M | 1.44% | −290−0.3% | Reduced |
| Dock Street Asset Management Inc | 96,050 | $35.8M | 3.31% | −6,038−5.9% | Reduced |
| Zuckerman Investment Group, LLC | 95,711 | $35.7M | 3.02% | +12,229+14.6% | Added |
| Verity & Verity, LLC | 95,687 | $35.7M | 2.46% | +993+1.0% | Added |
| Financial Engines Advisors L.L.C. | 95,680 | $35.7M | 0.06% | −362−0.4% | Reduced |
| Aaron Wealth Advisors | 95,430 | $35.6M | 1.81% | +2,144+2.3% | Added |
| Titan Investment Solutions Ltd | 95,314 | $35.6M | 3.98% | −4,604−4.6% | Reduced |
| Weatherly Asset Management L. P. | 95,292 | $35.5M | 2.53% | −3,425−3.5% | Reduced |
| Ally Financial Inc. | 95,000 | $35.4M | 4.57% | +8,000+9.2% | Added |
| First Nebraska Trust Co | 94,738 | $35.3M | 2.86% | +3,858+4.2% | Added |
| Gluskin Sheff & Assoc Inc | 94,569 | $35.3M | 5.43% | +13,915+17.3% | Added |
| Howe & Rusling Inc | 94,506 | $35.3M | 2.04% | +4,620+5.1% | Added |
| Bath Savings Trust Co | 94,304 | $35.2M | 3.64% | +445+0.5% | Added |
| PKO Investment Management Joint-Stock Co | 94,000 | $35.1M | 2.55% | −5,000−5.1% | Reduced |
| Cache Advisors, LLC | 93,785 | $35.0M | 2.97% | +15,910+20.4% | Added |
| Harbor Investment Advisory, LLC | 93,724 | $35.0M | 2.44% | −1,243−1.3% | Reduced |
| Lyell Wealth Management, LP | 93,697 | $35.0M | 2.14% | +1,210+1.3% | Added |
| Sound View Wealth Advisors Group, LLC | 93,606 | $34.9M | 2.17% | −441−0.5% | Reduced |
| SP Asset Management LLC | 93,284 | $34.8M | 2.79% | +3,278+3.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 93,100 | $34.7M | 0.11% | −12,700−12.0% | Reduced |
| Davis Selected Advisers | 92,973 | $34.7M | 0.15% | +14,484+18.5% | Added |
| Northside Capital Management, LLC | 92,975 | $34.7M | 2.84% | −1,718−1.8% | Reduced |
| Tran Capital Management, L.P. | 92,904 | $34.7M | 3.99% | −1,128−1.2% | Reduced |
| Blue Fin Capital, Inc. | 92,797 | $34.6M | 5.00% | −727−0.8% | Reduced |
| Nemes Rush Group LLC | 92,778 | $34.6M | 2.86% | +2,689+3.0% | Added |
| Sawgrass Asset Management LLC | 92,642 | $34.6M | 4.56% | −1,360−1.4% | Reduced |
| Professional Advisory Services Inc | 92,639 | $34.6M | 4.14% | +1,134+1.2% | Added |
| Spirepoint Private Client, LLC | 92,515 | $34.5M | 2.80% | +10,141+12.3% | Added |
| Perry Creek Capital LP | 92,500 | $34.5M | 15.80% | +92,500 | New |
| Transcend Wealth Collective, LLC | 92,330 | $34.4M | 2.33% | +18,593+25.2% | Added |
| Cypress Capital Group | 91,883 | $34.3M | 3.20% | +9,043+10.9% | Added |
| Strategic Planning Group, LLC | 91,869 | $34.3M | 3.73% | +27,599+42.9% | Added |
| Payden & Rygel | 91,850 | $34.3M | 2.63% | +28,420+44.8% | Added |
| Lee Danner & Bass Inc | 91,411 | $34.1M | 1.97% | −496−0.5% | Reduced |
| Smithfield Trust Co | 91,285 | $34.0M | 1.36% | −426−0.5% | Reduced |
| Jacobs & Co | 90,747 | $33.9M | 2.90% | +3,713+4.3% | Added |
| Verition Fund Management LLC | 90,717 | $33.8M | 0.24% | +37,780+71.4% | Added |
| WealthPlan Investment Management, LLC | 90,642 | $33.8M | 1.68% | +9,551+11.8% | Added |
| Anchor Capital Advisors LLC | 90,507 | $33.8M | 0.95% | +19,091+26.7% | Added |