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 |
|---|---|---|---|---|---|
| RWWM, Inc. | 90,349 | $33.7M | 2.49% | −309−0.3% | Reduced |
| AlTi Global, Inc. | 90,145 | $33.6M | 0.70% | +291+0.3% | Added |
| Trinity Street Asset Management LLP | 89,847 | $33.5M | 1.73% | −4,192−4.5% | Reduced |
| Journey Advisory Group, LLC | 89,712 | $33.5M | 2.56% | +1,108+1.3% | Added |
| American Assets Investment Management, LLC | 89,650 | $33.4M | 2.02% | 00.0% | Unchanged |
| Wedgewood Partners Inc | 89,518 | $33.4M | 6.89% | +15,599+21.1% | Added |
| Cypress Funds LLC | 89,465 | $33.4M | 10.62% | −33,212−27.1% | Reduced |
| Bogart Wealth, LLC | 89,434 | $33.4M | 1.14% | +16,316+22.3% | Added |
| Algert Global LLC | 89,428 | $33.4M | 0.40% | +2,193+2.5% | Added |
| Columbia Asset Management | 89,309 | $33.3M | 5.79% | −796−0.9% | Reduced |
| Schmidt P J Investment Management Inc | 88,906 | $33.2M | 5.15% | −547−0.6% | Reduced |
| International Assets Investment Management, LLC | 86,127 | $33.1M | 1.98% | +1,215+1.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 88,637 | $33.1M | 1.97% | +6,121+7.4% | Added |
| Overbrook Management Corp | 88,553 | $33.0M | 4.98% | +7,514+9.3% | Added |
| Allen Operations LLC | 88,383 | $33.0M | 4.57% | 00.0% | Unchanged |
| Connors Investor Services Inc | 88,345 | $33.0M | 2.85% | +4,253+5.1% | Added |
| Fiduciary Group LLC | 88,342 | $33.0M | 2.58% | −1,753−1.9% | Reduced |
| Randolph Co Inc | 88,220 | $32.9M | 2.77% | +565+0.6% | Added |
| ARS Wealth Advisors Group, LLC | 88,084 | $32.9M | 2.57% | +2,991+3.5% | Added |
| River Wealth Advisors LLC | 88,060 | $32.8M | 3.44% | +3,755+4.5% | Added |
| Fiduciary Alliance LLC | 87,984 | $32.8M | 2.22% | −27,585−23.9% | Reduced |
| Meiji Yasuda America Inc | 87,835 | $32.8M | 5.48% | +19,660+28.8% | Added |
| Resources Management Corp | 87,649 | $32.7M | 4.12% | −1,260−1.4% | Reduced |
| Crewe Advisors LLC | 87,611 | $32.7M | 2.37% | +4,016+4.8% | Added |
| Marco Investment Management LLC | 87,587 | $32.7M | 2.15% | −677−0.8% | Reduced |
| JGP Wealth Management, LLC | 87,309 | $32.6M | 2.92% | +2,475+2.9% | Added |
| Leavell Investment Management, Inc. | 87,273 | $32.6M | 1.19% | −217−0.2% | Reduced |
| Spinecap SAS | 86,879 | $32.4M | 9.68% | +2,231+2.6% | Added |
| DSG Capital Advisors, LLC | 84,145 | $32.4M | 4.60% | +2,574+3.2% | Added |
| Three Seasons Wealth, LLC | 86,823 | $32.4M | 2.95% | +78,282+916.5% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 86,519 | $32.3M | 0.42% | +12,471+16.8% | Added |
| Jasper Ridge Partners, L.P. | 86,470 | $32.3M | 0.69% | +10,584+13.9% | Added |
| Pure Financial Advisors, Inc. | 86,442 | $32.2M | 0.41% | +3,064+3.7% | Added |
| Missouri Trust & Investment Co | 69,343 | $32.2M | 8.76% | +494+0.7% | Added |
| Foster & Motley Inc | 85,839 | $32.0M | 1.47% | +5,552+6.9% | Added |
| Hillsdale Investment Management Inc. | 85,782 | $32.0M | 0.73% | +2,170+2.6% | Added |
| Simplicity Wealth,LLC | 85,761 | $32.0M | 1.08% | +32,532+61.1% | Added |
| Cullen Investment Group, Ltd. | 85,710 | $32.0M | 3.87% | +130+0.2% | Added |
| Sky Investment Group LLC | 85,671 | $32.0M | 5.02% | +2,009+2.4% | Added |
| Culbertson A N & Co Inc | 85,564 | $31.9M | 3.72% | +1,687+2.0% | Added |
| Longbow Finance SA | 85,425 | $31.9M | 4.07% | +14,808+21.0% | Added |
| Occidental Asset Management, LLC | 85,268 | $31.8M | 3.16% | +25,650+43.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 85,142 | $31.8M | 3.15% | +240.0% | Added |
| Covington Investment Advisors Inc. | 85,141 | $31.8M | 4.10% | +2,843+3.5% | Added |
| Cambient Family Office, LLC | 85,106 | $31.7M | 3.90% | +942+1.1% | Added |
| Wealthcare Advisory Partners LLC | 84,993 | $31.7M | 0.60% | −20,094−19.1% | Reduced |
| Bank of Nova Scotia Trust Co | 84,981 | $31.7M | 2.63% | +206+0.2% | Added |
| Hunter Associates Investment Management LLC | 84,899 | $31.7M | 3.65% | +1,553+1.9% | Added |
| Integrity Alliance, LLC. | 84,572 | $31.5M | 0.99% | +3,208+3.9% | Added |
| Maxi Investments CY Ltd | 84,520 | $31.5M | 6.38% | +38,540+83.8% | Added |
| Larson Financial Group LLC | 84,474 | $31.5M | 0.83% | −4,151−4.7% | Reduced |
| Verdence Capital Advisors LLC | 84,453 | $31.5M | 1.65% | −6,928−7.6% | Reduced |
| Renaissance Group LLC | 84,286 | $31.4M | 1.28% | −5,724−6.4% | Reduced |
| Confluence Wealth Services, Inc. | 84,272 | $31.4M | 0.90% | +20,018+31.2% | Added |
| Managed Asset Portfolios, LLC | 84,034 | $31.3M | 3.58% | +1,641+2.0% | Added |
| Integrated Advisors Network LLC | 84,023 | $31.3M | 1.44% | +15,082+21.9% | Added |
| Motco | 83,975 | $31.3M | 2.68% | +17,468+26.3% | Added |
| Auxier Asset Management | 83,928 | $31.3M | 4.20% | −1,004−1.2% | Reduced |
| LaFleur & Godfrey LLC | 83,870 | $31.3M | 3.72% | +2,780+3.4% | Added |
| Atmos Capital Gestao de Recursos Ltda. | 83,749 | $31.2M | 3.92% | −36,807−30.5% | Reduced |
| Burney Co | 83,645 | $31.2M | 0.84% | +257+0.3% | Added |
| Lakeside Advisors, INC. | 83,634 | $31.2M | 19.64% | −1,003−1.2% | Reduced |
| Linscomb & Williams, Inc. | 83,351 | $31.1M | 1.35% | −4,971−5.6% | Reduced |
| Independence Bank of Kentucky | 83,304 | $31.1M | 3.50% | +2,400+3.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 83,063 | $31.0M | 1.29% | +34,085+69.6% | Added |
| Cantor Fitzgerald, L. P. | 83,038 | $31.0M | 0.60% | −40,442−32.8% | Reduced |
| Rings Capital Management LLC | 83,000 | $31.0M | 15.75% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 82,867 | $30.9M | 2.00% | +68,582+480.1% | Added |
| 71 West Capital Partners | 82,863 | $30.9M | 1.07% | +16,991+25.8% | Added |
| Capco Asset Management, LLC | 82,756 | $30.9M | 8.44% | −1,196−1.4% | Reduced |
| CapWealth Advisors, LLC | 82,728 | $30.9M | 2.12% | +1,857+2.3% | Added |
| Cornerstone Wealth Management, LLC | 82,562 | $30.8M | 1.32% | +4,270+5.5% | Added |
| Goelzer Investment Management, Inc. | 82,547 | $30.8M | 1.34% | −3,732−4.3% | Reduced |
| Canvas Wealth Advisors, LLC | 82,424 | $30.7M | 4.29% | +9,568+13.1% | Added |
| Trust Asset Management LLC | 82,170 | $30.7M | 1.91% | −375−0.5% | Reduced |
| Sone Capital Management, LLC | 81,854 | $30.5M | 2.33% | +35,934+78.3% | Added |
| Ironwood Investment Counsel, LLC | 81,764 | $30.5M | 4.00% | −217−0.3% | Reduced |
| St Germain D J Co Inc | 81,682 | $30.5M | 1.10% | −446−0.5% | Reduced |
| Fagan Associates, Inc. | 81,492 | $30.4M | 3.74% | −200−0.2% | Reduced |
| Ostrum Asset Management | 81,393 | $30.4M | 1.46% | +4,231+5.5% | Added |
| Stenger Family Office, LLC | 81,303 | $30.3M | 4.94% | +3,407+4.4% | Added |
| Icon Wealth Advisors, LLC | 81,234 | $30.3M | 1.82% | +5,628+7.4% | Added |
| Bellecapital International Ltd. | 80,945 | $30.2M | 4.83% | +17,211+27.0% | Added |
| Avestar Capital, LLC | 80,907 | $30.2M | 1.79% | −1,515−1.8% | Reduced |
| Itau Unibanco Holding S.A. | 80,870 | $30.2M | 0.59% | +6,253+8.4% | Added |
| National Asset Management, Inc. | 81,778 | $30.1M | 1.65% | −1,446−1.7% | Reduced |
| Intesa Sanpaolo Wealth Management | 80,767 | $30.1M | 6.03% | −21,138−20.7% | Reduced |
| Wallington Asset Management, LLC | 80,738 | $30.1M | 3.70% | −695−0.9% | Reduced |
| Naples Global Advisors, LLC | 80,602 | $30.1M | 1.86% | +4,787+6.3% | Added |
| Arini Captial Management Ltd | 80,600 | $30.1M | 3.08% | +80,600 | New |
| Fulcrum Capital LLC | 80,597 | $30.1M | 6.10% | −2,779−3.3% | Reduced |
| Armistice Capital, LLC | 80,581 | $30.1M | 0.83% | +31,721+64.9% | Added |
| Third View Private Wealth, LLC | 80,393 | $30.0M | 3.70% | +11,442+16.6% | Added |
| EverSource Wealth Advisors, LLC | 80,326 | $30.0M | 1.01% | −15,162−15.9% | Reduced |
| Kovack Advisors, Inc. | 78,918 | $29.9M | 1.44% | −5,039−6.0% | Reduced |
| Central Securities Corp | 80,000 | $29.8M | 2.23% | 00.0% | Unchanged |
| Cincinnati Casualty Co | 80,000 | $29.8M | 15.83% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 79,838 | $29.8M | 2.03% | +5,657+7.6% | Added |
| Cardinal Capital Management, Inc. | 79,815 | $29.8M | 0.72% | +3,163+4.1% | Added |
| Woodmont Investment Counsel LLC | 79,721 | $29.7M | 1.62% | +1,399+1.8% | Added |