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 |
|---|---|---|---|---|---|
| WoodTrust Financial Corp | 60,384 | $22.5M | 2.68% | −1,157−1.9% | Reduced |
| BFSG, LLC | 60,361 | $22.5M | 2.00% | +1,191+2.0% | Added |
| SageView Advisory Group, LLC | 60,310 | $22.5M | 0.74% | −2,666−4.2% | Reduced |
| Stockman Wealth Management, Inc. | 60,210 | $22.5M | 2.32% | −1,631−2.6% | Reduced |
| First National Advisers, LLC | 60,186 | $22.5M | 3.15% | −12,074−16.7% | Reduced |
| Horiko Capital Management LLC | 60,149 | $22.4M | 3.94% | −2,178−3.5% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 60,000 | $22.4M | 4.98% | 00.0% | Unchanged |
| Community Bank, N.A. | 59,967 | $22.4M | 2.41% | +398+0.7% | Added |
| Atlantic Trust, LLC | 59,890 | $22.3M | 2.92% | −65−0.1% | Reduced |
| Waldron Private Wealth LLC | 59,763 | $22.3M | 0.77% | +5,638+10.4% | Added |
| Q Global Advisors, LLC | 59,600 | $22.2M | 15.08% | +59,600 | New |
| Cooper Financial Group | 59,344 | $22.1M | 1.84% | −1,088−1.8% | Reduced |
| Sepio Capital, LP | 59,287 | $22.1M | 1.11% | −4,160−6.6% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 59,097 | $22.0M | 3.32% | −8,264−12.3% | Reduced |
| HighPoint Advisor Group LLC | 59,092 | $22.0M | 0.78% | +1,116+1.9% | Added |
| American Money Management, LLC | 59,044 | $22.0M | 3.15% | −2,713−4.4% | Reduced |
| Strategic Advisors LLC | 59,037 | $22.0M | 4.82% | −9,396−13.7% | Reduced |
| Moody National Bank Trust Division | 59,031 | $22.0M | 1.82% | −314−0.5% | Reduced |
| Goodman Financial Corp | 59,010 | $22.0M | 3.40% | +58,223+7,398.1% | Added |
| Meridian Wealth Advisors, LLC | 58,941 | $22.0M | 2.50% | +1,806+3.2% | Added |
| Jacobi Capital Management LLC | 58,910 | $22.0M | 1.07% | +1,190+2.1% | Added |
| Camden Capital, LLC | 58,655 | $21.9M | 1.08% | +2,567+4.6% | Added |
| Great Lakes Retirement, Inc. | 58,586 | $21.9M | 1.94% | +1,952+3.4% | Added |
| Hayek Kallen Investment Management | 58,559 | $21.8M | 6.62% | −251−0.4% | Reduced |
| Bell Asset Management Ltd | 58,396 | $21.8M | 5.82% | −4,309−6.9% | Reduced |
| Granite Bay Wealth Management, LLC | 58,321 | $21.8M | 2.00% | +32,582+126.6% | Added |
| Invictus Private Wealth, LLC | 58,221 | $21.7M | 1.17% | −39,339−40.3% | Reduced |
| SFE Investment Counsel | 58,178 | $21.7M | 2.99% | +922+1.6% | Added |
| Guardian Partners Inc. | 58,121 | $21.7M | 1.96% | −13,513−18.9% | Reduced |
| Farmers National Bank | 58,070 | $21.7M | 4.52% | +1,819+3.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 58,055 | $21.7M | 0.57% | −3,975−6.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 58,020 | $21.6M | 3.38% | +1,631+2.9% | Added |
| Valmark Advisers, Inc. | 58,006 | $21.6M | 0.23% | −844−1.4% | Reduced |
| Wall Street Access Asset Management, LLC | 57,918 | $21.6M | 3.07% | +19,399+50.4% | Added |
| BBR Partners, LLC | 57,884 | $21.6M | 1.01% | −927−1.6% | Reduced |
| Hamilton Capital Partners, LLC | 57,868 | $21.6M | 6.27% | +6,339+12.3% | Added |
| Everhart Financial Group, Inc. | 57,855 | $21.6M | 1.38% | −4,647−7.4% | Reduced |
| XML Financial, LLC | 57,808 | $21.6M | 1.57% | +1,710+3.0% | Added |
| Cheviot Value Management, LLC | 57,787 | $21.6M | 2.19% | +79+0.1% | Added |
| Rockline Wealth Management, LLC | 57,704 | $21.5M | 4.12% | +74+0.1% | Added |
| BloombergSen Inc. | 57,548 | $21.5M | 2.40% | +57,548 | New |
| Canal Insurance CO | 57,500 | $21.4M | 4.70% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 57,472 | $21.4M | 1.18% | +663+1.2% | Added |
| RMR Wealth Builders | 57,470 | $21.4M | 1.33% | +3,841+7.2% | Added |
| Baker Ellis Asset Management LLC | 57,379 | $21.4M | 2.22% | +65+0.1% | Added |
| Denali Advisors LLC | 57,369 | $21.4M | 2.15% | −12,346−17.7% | Reduced |
| Advisory Alpha, LLC | 57,359 | $21.4M | 0.52% | +4,658+8.8% | Added |
| Rice Partnership, LLC | 57,329 | $21.4M | 2.60% | −13,625−19.2% | Reduced |
| Deltec Asset Management LLC | 57,312 | $21.4M | 3.16% | −49−0.1% | Reduced |
| Broderick Brian C | 57,288 | $21.4M | 3.31% | +1,557+2.8% | Added |
| Kestra Investment Management, LLC | 57,275 | $21.4M | 0.41% | −1,891−3.2% | Reduced |
| Augustine Asset Management Inc | 57,172 | $21.3M | 4.32% | −448−0.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 57,147 | $21.3M | 4.59% | −626−1.1% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 57,131 | $21.3M | 2.37% | −3,948−6.5% | Reduced |
| Chicago Trust Co NA | 56,996 | $21.3M | 3.08% | −338−0.6% | Reduced |
| Premier Path Wealth Partners, LLC | 56,799 | $21.2M | 2.44% | +1,465+2.6% | Added |
| Embree Financial Group | 56,786 | $21.2M | 2.12% | −608−1.1% | Reduced |
| Toth Financial Advisory Corp | 56,630 | $21.1M | 2.06% | −135−0.2% | Reduced |
| Balboa Wealth Partners | 56,576 | $21.1M | 2.87% | −30−0.1% | Reduced |
| Paragon Capital Management Ltd | 56,526 | $21.1M | 3.99% | −190−0.3% | Reduced |
| Middleton & Co Inc | 56,448 | $21.1M | 2.24% | −693−1.2% | Reduced |
| Smithbridge Asset Management Inc | 56,388 | $21.0M | 2.87% | −2,611−4.4% | Reduced |
| Ausdal Financial Partners, Inc. | 56,291 | $21.0M | 0.82% | −11,105−16.5% | Reduced |
| Leonteq Securities AG | 56,252 | $21.0M | 1.26% | −88,004−61.0% | Reduced |
| Arete Wealth Advisors, LLC | 56,135 | $20.9M | 1.38% | +8,238+17.2% | Added |
| Delta Investment Management, LLC | 56,070 | $20.9M | 3.44% | −1,307−2.3% | Reduced |
| Georgetown University | 55,996 | $20.9M | 8.56% | +129+0.2% | Added |
| Plimoth Trust Co LLC | 55,939 | $20.9M | 4.17% | +866+1.6% | Added |
| Div Capital Phoenix Assets Ltd | 55,937 | $20.9M | 3.58% | 00.0% | Unchanged |
| Miramar Capital, LLC | 55,915 | $20.9M | 4.58% | +171+0.3% | Added |
| Monetary Management Group Inc | 55,871 | $20.8M | 4.28% | −14,030−20.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 55,868 | $20.8M | 3.42% | +1,033+1.9% | Added |
| Greenwich Wealth Management LLC | 55,838 | $20.8M | 0.76% | −520−0.9% | Reduced |
| Bulltick Wealth Management, LLC | 55,816 | $20.8M | 4.25% | +6,513+13.2% | Added |
| Quantbot Technologies LP | 55,737 | $20.8M | 0.82% | −8,063−12.6% | Reduced |
| Harbor Capital Advisors, Inc. | 55,507 | $20.7M | 1.41% | +66+0.1% | Added |
| Mattern Wealth Management LLC | 55,467 | $20.7M | 3.40% | +4,352+8.5% | Added |
| Manhattan West Asset Management, LLC | 55,463 | $20.7M | 3.45% | +2,557+4.8% | Added |
| Csenge Advisory Group | 55,445 | $20.7M | 0.84% | −590−1.1% | Reduced |
| Pavion Blue Capital, LLC | 55,117 | $20.7M | 8.32% | −734−1.3% | Reduced |
| Positano Wealth Management Ltd | 55,310 | $20.6M | 11.16% | +10,709+24.0% | Added |
| JLB & Associates Inc | 55,263 | $20.6M | 2.75% | −803−1.4% | Reduced |
| Hedeker Wealth, LLC | 55,236 | $20.6M | 3.93% | +3,546+6.9% | Added |
| Kozak & Associates, Inc. | 53,589 | $20.6M | 3.57% | +3,565+7.1% | Added |
| Valicenti Advisory Services Inc | 55,172 | $20.6M | 3.88% | +849+1.6% | Added |
| West Branch Capital LLC | 55,029 | $20.5M | 4.77% | +128+0.2% | Added |
| Strategy Asset Managers LLC | 54,960 | $20.5M | 3.06% | +472+0.9% | Added |
| Elyxium Wealth, LLC | 54,897 | $20.5M | 2.15% | +34,129+164.3% | Added |
| Marietta Wealth Management, LLC | 54,877 | $20.5M | 2.11% | +2,527+4.8% | Added |
| Brown Shipley& Co Ltd | 54,796 | $20.4M | 10.58% | +340+0.6% | Added |
| NTV Asset Management LLC | 54,773 | $20.4M | 2.00% | +353+0.6% | Added |
| Hamilton Point Investment Advisors, LLC | 54,539 | $20.3M | 2.87% | −952−1.7% | Reduced |
| Rempart Asset Management Inc. | 54,466 | $20.3M | 4.16% | +1,755+3.3% | Added |
| Family Management Corp | 54,358 | $20.3M | 2.13% | −770−1.4% | Reduced |
| NBC Securities, Inc. | 54,278 | $20.2M | 1.37% | −2,809−4.9% | Reduced |
| Continuum Advisory, LLC | 54,262 | $20.2M | 1.64% | +977+1.8% | Added |
| Strategic Wealth Designers | 54,215 | $20.2M | 2.45% | −10,186−15.8% | Reduced |
| Field & Main Bank | 54,127 | $20.2M | 4.16% | +43+0.1% | Added |
| Capital Planning LLC | 54,067 | $20.2M | 5.87% | +162+0.3% | Added |
| Rowland & Co Investment Counsel | 54,058 | $20.2M | 3.68% | +2,596+5.0% | Added |