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 |
|---|---|---|---|---|---|
| Griffin Asset Management, Inc. | 79,676 | $29.7M | 3.13% | +1,192+1.5% | Added |
| Sand Hill Global Advisors, LLC | 79,441 | $29.6M | 0.89% | +3,306+4.3% | Added |
| Parcion Private Wealth LLC | 79,439 | $29.6M | 1.65% | +2,941+3.8% | Added |
| Thompson Siegel & Walmsley LLC | 79,259 | $29.6M | 0.53% | −2,409−2.9% | Reduced |
| Progressive Investment Management Corp | 79,247 | $29.6M | 6.51% | −1,429−1.8% | Reduced |
| Frec Markets, Inc. | 78,902 | $29.4M | 2.64% | +16,093+25.6% | Added |
| Canandaigua National Bank & Trust Co | 78,873 | $29.4M | 2.48% | +78,873 | New |
| Heron Bay Capital Management | 78,607 | $29.3M | 2.66% | −6,782−7.9% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 78,555 | $29.3M | 5.54% | +4,576+6.2% | Added |
| Everest Financial Group LLC | 78,425 | $29.3M | 3.96% | +159+0.2% | Added |
| Edge Wealth Management LLC | 78,332 | $29.2M | 4.92% | −210−0.3% | Reduced |
| Benin Management CORP | 78,239 | $29.2M | 5.91% | +441+0.6% | Added |
| Foyston, Gordon, & Payne Inc | 77,720 | $29.1M | 6.22% | +354+0.5% | Added |
| Nations Financial Group Inc, | 77,996 | $29.1M | 1.39% | +124+0.2% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 77,972 | $29.1M | 3.83% | −635−0.8% | Reduced |
| Verus Capital Partners, LLC | 77,904 | $29.1M | 1.57% | −16,147−17.2% | Reduced |
| Davy Global Fund Management Ltd | 77,730 | $29.0M | 1.85% | −455−0.6% | Reduced |
| Abner Herrman & Brock LLC | 77,704 | $29.0M | 2.75% | −68−0.1% | Reduced |
| Palestra Capital Management LLC | 77,662 | $29.0M | 0.98% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 75,235 | $29.0M | 1.52% | −215−0.3% | Reduced |
| 1st Source Bank | 77,416 | $28.9M | 1.31% | −1,098−1.4% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 77,395 | $28.9M | 3.42% | +7,940+11.4% | Added |
| Thompson Investment Management, Inc. | 77,238 | $28.8M | 3.31% | +6,181+8.7% | Added |
| Iyo Bank, Ltd. | 77,222 | $28.8M | 8.74% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 76,719 | $28.6M | 1.08% | +5,742+8.1% | Added |
| Caldwell Trust Co | 76,644 | $28.6M | 2.31% | −230.0% | Reduced |
| Mars Jewett Financial Group, Inc. | 76,583 | $28.6M | 5.78% | +749+1.0% | Added |
| Checchi Capital Advisers, LLC | 76,512 | $28.5M | 1.81% | −3,817−4.8% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 76,500 | $28.5M | 7.49% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 76,246 | $28.4M | 3.85% | +223+0.3% | Added |
| Nexus Investment Management ULC | 76,222 | $28.4M | 3.71% | −130−0.2% | Reduced |
| Liberty One Investment Management, LLC | 76,192 | $28.4M | 2.84% | +12,598+19.8% | Added |
| Charter Trust Co | 76,085 | $28.4M | 1.52% | −298−0.4% | Reduced |
| Zhang Financial LLC | 76,072 | $28.4M | 0.83% | +2,624+3.6% | Added |
| GFS Advisors, LLC | 79,212 | $28.4M | 3.24% | +6,968+9.6% | Added |
| Generali Investments, Management Co LLC | 76,000 | $28.3M | 6.16% | −448−0.6% | Reduced |
| Capital Asset Advisory Services LLC | 75,950 | $28.3M | 1.03% | +5,010+7.1% | Added |
| Courier Capital LLC | 75,941 | $28.3M | 1.41% | −1,453−1.9% | Reduced |
| Alphadyne Asset Management LP | 75,850 | $28.3M | 1.28% | −109,322−59.0% | Reduced |
| Coastal Bridge Advisors, LLC | 75,705 | $28.2M | 1.75% | +85+0.1% | Added |
| GHP Investment Advisors, Inc. | 75,670 | $28.2M | 1.04% | +2,436+3.3% | Added |
| Pennsylvania Capital Management Inc | 75,371 | $28.1M | 7.12% | −2,025−2.6% | Reduced |
| Perennial Advisors, LLC | 75,347 | $28.1M | 4.33% | +72+0.1% | Added |
| CCM Investment Advisers LLC | 75,315 | $28.1M | 2.17% | +7,719+11.4% | Added |
| Hallmark Capital Management Inc | 75,241 | $28.1M | 1.62% | −110−0.1% | Reduced |
| Mirabaud & Cie SA | 75,177 | $28.0M | 11.25% | −4,532−5.7% | Reduced |
| M. Kraus & Co | 75,109 | $28.0M | 7.43% | +138+0.2% | Added |
| GDS Wealth Management | 75,068 | $28.0M | 1.33% | +9,807+15.0% | Added |
| Heirloom Wealth Management | 74,885 | $27.9M | 4.05% | +10,757+16.8% | Added |
| Greenwood Capital Associates LLC | 74,824 | $27.9M | 2.74% | +3,587+5.0% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 74,742 | $27.9M | 1.32% | +20,358+37.4% | Added |
| Cohen Capital Management, Inc. | 74,681 | $27.9M | 3.79% | +1,700+2.3% | Added |
| BKD Wealth Advisors, LLC | 74,643 | $27.8M | 0.46% | +1,157+1.6% | Added |
| Procyon Private Wealth Partners, LLC | 74,536 | $27.8M | 1.20% | −4,726−6.0% | Reduced |
| CMH Wealth Management LLC | 74,289 | $27.7M | 4.23% | −269−0.4% | Reduced |
| Evolve Private Wealth, LLC | 74,193 | $27.7M | 1.69% | −23,855−24.3% | Reduced |
| Columbus Hill Capital Management, L.P. | 74,103 | $27.6M | 3.08% | +6,515+9.6% | Added |
| Krane Funds Advisors LLC | 74,010 | $27.6M | 0.98% | +49,600+203.2% | Added |
| Bright Rock Capital Management, LLC | 74,000 | $27.6M | 5.53% | +10,000+15.6% | Added |
| Titan Global Capital Management USA LLC | 73,607 | $27.5M | 3.48% | +4,338+6.3% | Added |
| Norden Group LLC | 73,497 | $27.4M | 2.25% | −4,774−6.1% | Reduced |
| TritonPoint Partners, LLC | 73,296 | $27.3M | 2.27% | +56,660+340.6% | Added |
| Gilder Gagnon Howe & Co LLC | 73,222 | $27.3M | 0.28% | −4,565−5.9% | Reduced |
| RNC Capital Management LLC | 73,208 | $27.3M | 1.13% | +3,912+5.6% | Added |
| Ibex Wealth Advisors | 73,165 | $27.3M | 2.14% | +725+1.0% | Added |
| Mechanics Bank Trust Department | 73,129 | $27.3M | 3.38% | +1,401+2.0% | Added |
| Centaurus Financial, Inc. | 73,120 | $27.3M | 1.06% | −129−0.2% | Reduced |
| Coleford Investment Management Ltd. | 73,071 | $27.3M | 5.94% | +335+0.5% | Added |
| Segment Wealth Management, LLC | 73,059 | $27.3M | 1.41% | +854+1.2% | Added |
| Permanent Capital Management, LP | 73,008 | $27.2M | 3.65% | +341+0.5% | Added |
| Westchester Capital Management, Inc. | 72,899 | $27.2M | 4.90% | −778−1.1% | Reduced |
| AMG National Trust Bank | 72,692 | $27.1M | 0.56% | −9,650−11.7% | Reduced |
| Tufton Capital Management | 72,618 | $27.1M | 4.54% | +1,245+1.7% | Added |
| Red Door Wealth Management, LLC | 72,583 | $27.1M | 2.47% | +2,243+3.2% | Added |
| Galvin, Gaustad & Stein, LLC | 72,151 | $26.9M | 1.99% | +425+0.6% | Added |
| Buckley Wealth Management, LLC | 72,104 | $26.9M | 6.65% | +2,310+3.3% | Added |
| Private Trust Co NA | 72,035 | $26.9M | 2.15% | +62+0.1% | Added |
| Princeton Global Asset Management LLC | 71,980 | $26.9M | 3.85% | +606+0.8% | Added |
| Clough Capital Partners L P | 71,901 | $26.8M | 2.19% | +22,927+46.8% | Added |
| Trifecta Capital Advisors, LLC | 71,847 | $26.8M | 3.45% | −470−0.6% | Reduced |
| Vicus Capital | 71,660 | $26.7M | 1.73% | −592−0.8% | Reduced |
| Avidian Wealth Solutions, LLC | 71,580 | $26.7M | 0.74% | +3,993+5.9% | Added |
| Hendershot Investments Inc. | 71,569 | $26.7M | 3.49% | +511+0.7% | Added |
| Godsey & Gibb Associates | 71,539 | $26.7M | 2.19% | +163+0.2% | Added |
| Mitchell Capital Management Co | 71,489 | $26.7M | 4.06% | +2,212+3.2% | Added |
| Bourne Lent Asset Management Inc | 71,388 | $26.6M | 9.20% | −350−0.5% | Reduced |
| Burling Wealth Partners, LLC | 71,131 | $26.5M | 3.88% | −324−0.5% | Reduced |
| Whalerock Point Partners, LLC | 71,121 | $26.5M | 4.52% | +8,517+13.6% | Added |
| Cassaday & Co Wealth Management LLC | 71,044 | $26.5M | 0.50% | +706+1.0% | Added |
| Pettyjohn, Wood & White, Inc | 70,956 | $26.5M | 3.85% | +85+0.1% | Added |
| First Financial Bank - Trust Division | 70,664 | $26.4M | 1.88% | +1,876+2.7% | Added |
| Harbour Trust & Investment Management Co | 70,609 | $26.3M | 2.54% | +1,452+2.1% | Added |
| James Investment Research Inc | 70,499 | $26.3M | 2.67% | +355+0.5% | Added |
| Hutchinson Capital Management | 70,412 | $26.3M | 4.50% | +569+0.8% | Added |
| Constitution Capital LLC | 70,308 | $26.2M | 13.46% | +661+0.9% | Added |
| Legacy Private Trust Co. | 70,172 | $26.2M | 1.46% | −1,304−1.8% | Reduced |
| Greatmark Investment Partners, Inc. | 69,926 | $26.1M | 2.88% | −60−0.1% | Reduced |
| Mengis Capital Management, Inc. | 69,793 | $26.0M | 3.96% | +5,948+9.3% | Added |
| Intrust Bank NA | 69,769 | $26.0M | 1.92% | −1,495−2.1% | Reduced |
| Pioneer Trust Bank N A | 69,735 | $26.0M | 5.90% | −133−0.2% | Reduced |