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 |
|---|---|---|---|---|---|
| Retirement Planning Group | 53,831 | $20.1M | 0.51% | −1,179−2.1% | Reduced |
| PDS Planning, Inc | 53,615 | $20.0M | 1.16% | −871−1.6% | Reduced |
| Aprio Wealth Management, LLC | 53,599 | $20.0M | 0.99% | −1,860−3.4% | Reduced |
| Intercapital, LLC | 53,590 | $20.0M | 8.77% | +23,688+79.2% | Added |
| City Holding Co | 53,580 | $20.0M | 2.26% | +492+0.9% | Added |
| Baker Chad R | 53,575 | $20.0M | 3.22% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 53,548 | $20.0M | 1.06% | +1,588+3.1% | Added |
| DT Investment Partners, LLC | 53,487 | $20.0M | 1.49% | +48+0.1% | Added |
| Money Concepts Capital Corp | 53,320 | $19.9M | 0.92% | +1,219+2.3% | Added |
| Hall Laurie J Trustee | 53,258 | $19.9M | 6.18% | −272−0.5% | Reduced |
| Perryman Financial Advisory Inc | 53,233 | $19.9M | 2.64% | +1,480+2.9% | Added |
| Catalyst Financial Partners LLC | 53,233 | $19.9M | 1.97% | +2,339+4.6% | Added |
| Princeton Capital Management LLC | 53,220 | $19.9M | 4.48% | −29−0.1% | Reduced |
| Claro Advisors LLC | 53,155 | $19.8M | 2.08% | +307+0.6% | Added |
| Glen Eagle Advisors, LLC | 53,068 | $19.8M | 2.50% | −2,183−4.0% | Reduced |
| Rehmann Capital Advisory Group | 52,985 | $19.8M | 0.90% | +851+1.6% | Added |
| M. Kulyk & Associates, LLC | 52,787 | $19.7M | 3.21% | +5,188+10.9% | Added |
| Security National Bank | 52,745 | $19.7M | 2.35% | +2,526+5.0% | Added |
| Decatur Capital Management, Inc. | 52,740 | $19.7M | 6.67% | +4,192+8.6% | Added |
| Institute for Wealth Management, LLC. | 52,648 | $19.6M | 1.73% | +3,670+7.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 52,519 | $19.6M | 2.01% | −46,441−46.9% | Reduced |
| Farley Capital L.P. | 52,566 | $19.6M | 15.39% | +160.0% | Added |
| Cadinha & Co LLC | 52,200 | $19.5M | 2.88% | +8,455+19.3% | Added |
| Paul R. Ried Financial Group, LLC | 52,068 | $19.4M | 8.48% | −3,447−6.2% | Reduced |
| Independent Investors Inc | 52,050 | $19.4M | 3.71% | −2,250−4.1% | Reduced |
| My Personal CFO, LLC | 52,047 | $19.4M | 7.58% | +3,824+7.9% | Added |
| KKM Financial LLC | 46,104 | $19.4M | 2.66% | +28,081+155.8% | Added |
| Fragasso Group Inc. | 51,978 | $19.4M | 1.04% | +46+0.1% | Added |
| Providence Capital Advisors, LLC | 51,969 | $19.4M | 2.94% | +102+0.2% | Added |
| Eagle Rock Investment Company, LLC | 51,908 | $19.4M | 2.40% | +1,298+2.6% | Added |
| Washington Trust Advisors, Inc. | 51,895 | $19.4M | 1.44% | +526+1.0% | Added |
| StoneX Group Inc. | 51,877 | $19.4M | 0.78% | −803−1.5% | Reduced |
| Leeward Financial Partners, LLC | 51,834 | $19.3M | 5.07% | −674−1.3% | Reduced |
| Edentree Asset Management Ltd | 51,751 | $19.3M | 5.87% | −17,500−25.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 51,645 | $19.3M | 1.61% | −588−1.1% | Reduced |
| Marietta Investment Partners LLC | 51,526 | $19.2M | 3.30% | −795−1.5% | Reduced |
| Financial Advisory Service, Inc. | 51,492 | $19.2M | 1.00% | +2,376+4.8% | Added |
| Advocacy Wealth Management Services, LLC | 51,331 | $19.1M | 0.70% | +332+0.7% | Added |
| Nordwand Advisors, LLC | 51,288 | $19.1M | 2.93% | +1,002+2.0% | Added |
| Van Strum & Towne Inc. | 51,209 | $19.1M | 5.21% | −297−0.6% | Reduced |
| IFG Advisory, LLC | 51,180 | $19.1M | 0.67% | +50,691+10,366.3% | Added |
| Alpha Omega Wealth Management LLC | 51,133 | $19.1M | 2.90% | −619−1.2% | Reduced |
| Excelsior Advisor Network LLC | 51,106 | $19.1M | 2.52% | +37,274+269.5% | Added |
| Humankind Investments LLC | 51,100 | $19.1M | 9.12% | 00.0% | Unchanged |
| Fidelity National Financial, Inc. | 51,100 | $19.1M | 0.60% | +51,100 | New |
| Hound Partners, LLC | 51,058 | $19.0M | 2.21% | +3,791+8.0% | Added |
| Symphony Financial, Ltd. Co. | 51,587 | $19.0M | 2.08% | +5,609+12.2% | Added |
| Mystic Asset Management, Inc. | 50,915 | $19.0M | 4.06% | +54+0.1% | Added |
| MCF Advisors LLC | 50,790 | $18.9M | 0.68% | +6,494+14.7% | Added |
| Condor Capital Management | 50,741 | $18.9M | 1.42% | +55+0.1% | Added |
| NZS Capital, LLC | 50,734 | $18.9M | 0.49% | −24,814−32.8% | Reduced |
| Triad Wealth Partners, LLC | 38,756 | $18.9M | 1.12% | +3,157+8.9% | Added |
| Fogel Capital Management, Inc. | 50,575 | $18.9M | 7.59% | +799+1.6% | Added |
| AMS Capital Ltda | 50,569 | $18.9M | 6.48% | +22,936+83.0% | Added |
| Intact Investment Management Inc. | 50,500 | $18.8M | 0.54% | −14,400−22.2% | Reduced |
| Science & Technology Partners, L.P. | 50,484 | $18.8M | 3.17% | +50,484 | New |
| Avantax Planning Partners, Inc. | 50,409 | $18.8M | 0.47% | −1,283−2.5% | Reduced |
| Isthmus Partners, LLC | 50,363 | $18.8M | 1.82% | +2,972+6.3% | Added |
| Aquatic Capital Management LLC | 50,333 | $18.8M | 0.64% | −51,614−50.6% | Reduced |
| Haverford Financial Services, Inc. | 50,246 | $18.7M | 5.53% | −264−0.5% | Reduced |
| Cardinal Capital Management | 50,127 | $18.7M | 2.26% | +564+1.1% | Added |
| Campbell Capital Management Inc | 50,085 | $18.7M | 6.70% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 50,084 | $18.7M | 1.66% | −20,684−29.2% | Reduced |
| De Burlo Group Inc | 50,081 | $18.7M | 3.42% | −2,343−4.5% | Reduced |
| RBF Capital, LLC | 50,000 | $18.7M | 0.78% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 49,949 | $18.6M | 3.90% | −445−0.9% | Reduced |
| Bourgeon Capital Management LLC | 49,944 | $18.6M | 2.78% | −754−1.5% | Reduced |
| Portfolio Design Labs, LLC | 49,926 | $18.6M | 3.05% | −16,903−25.3% | Reduced |
| RKL Wealth Management LLC | 49,926 | $18.6M | 1.48% | +426+0.9% | Added |
| Arjuna Capital | 49,857 | $18.6M | 4.19% | −493−1.0% | Reduced |
| Red Wave Investments LLC | 49,812 | $18.6M | 4.72% | +41,844+525.2% | Added |
| Buck Wealth Strategies, LLC | 49,801 | $18.6M | 1.94% | +4,070+8.9% | Added |
| St. Clair Advisors, LLC | 49,794 | $18.6M | 4.78% | −550−1.1% | Reduced |
| Chemung Canal Trust Co | 49,708 | $18.5M | 3.43% | −315−0.6% | Reduced |
| Lathrop Investment Management Corp | 49,685 | $18.5M | 3.28% | +155+0.3% | Added |
| Cypress Asset Management Inc | 49,644 | $18.5M | 3.61% | −1,485−2.9% | Reduced |
| Boyd Watterson Asset Management LLC | 49,544 | $18.5M | 4.98% | +257+0.5% | Added |
| Private Wealth Asset Management, LLC | 49,516 | $18.5M | 1.78% | +3,398+7.4% | Added |
| Camden National Bank | 49,499 | $18.5M | 2.41% | +83+0.2% | Added |
| Texas Yale Capital Corp. | 49,422 | $18.4M | 0.40% | +333+0.7% | Added |
| Strategic Blueprint, LLC | 49,368 | $18.4M | 0.92% | +1,479+3.1% | Added |
| Gibraltar Capital Management, Inc. | 49,324 | $18.4M | 2.85% | +9,011+22.4% | Added |
| Keebeck Wealth Management, LLC | 49,298 | $18.4M | 1.80% | +2,459+5.2% | Added |
| Miller Wealth Advisors, LLC | 49,298 | $18.4M | 7.77% | +103+0.2% | Added |
| CFM Wealth Partners LLC | 49,252 | $18.4M | 2.35% | −1,329−2.6% | Reduced |
| Global Endowment Management, LP | 49,241 | $18.4M | 1.86% | −832−1.7% | Reduced |
| Udine Wealth Management, Inc. | 49,241 | $18.4M | 7.65% | +2,087+4.4% | Added |
| Northern Oak Wealth Management Inc | 49,181 | $18.3M | 2.08% | +1,273+2.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 49,145 | $18.3M | 1.22% | +1,167+2.4% | Added |
| Westbourne Investment Advisors, Inc. | 49,027 | $18.3M | 5.04% | +185+0.4% | Added |
| Natural Investments, LLC | 49,008 | $18.3M | 4.02% | +1,327+2.8% | Added |
| Rothschild Capital Partners, LLC | 48,932 | $18.3M | 3.93% | −1,262−2.5% | Reduced |
| Inspire Trust Co, N.A. | 48,825 | $18.2M | 2.50% | +3,000+6.5% | Added |
| McGuire Investment Group, LLC | 48,718 | $18.2M | 1.59% | +140.0% | Added |
| GeoWealth Management, LLC | 48,646 | $18.1M | 0.57% | −2,659−5.2% | Reduced |
| Cooper Creek Partners Management LLC | 48,633 | $18.1M | 0.76% | +10,072+26.1% | Added |
| Sivia Capital Partners, LLC | 48,530 | $18.1M | 2.20% | +3,863+8.6% | Added |
| Convergence Financial, LLC | 48,438 | $18.1M | 1.44% | +11,498+31.1% | Added |
| Monarch Capital Management Inc | 48,413 | $18.1M | 4.14% | +380+0.8% | Added |
| Yelin Lapidot Holdings Management Ltd. | 48,411 | $18.1M | 3.42% | +4,848+11.1% | Added |