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 |
|---|---|---|---|---|---|
| Montaka Global Pty Ltd | 48,332 | $18.0M | 10.15% | −499−1.0% | Reduced |
| Cordatus Wealth Management LLC | 48,215 | $18.0M | 3.95% | +308+0.6% | Added |
| Quest Investment Management LLC | 48,173 | $18.0M | 2.10% | −49,899−50.9% | Reduced |
| Dover Advisors, LLC | 37,115 | $17.9M | 7.36% | +2,278+6.5% | Added |
| HCR Wealth Advisors | 48,033 | $17.9M | 1.60% | +366+0.8% | Added |
| Fulcrum Asset Management LLP | 48,559 | $17.9M | 1.78% | −21,713−30.9% | Reduced |
| Cardinal Point Capital Management, ULC | 47,939 | $17.9M | 1.01% | +811+1.7% | Added |
| Rench Wealth Management, Inc. | 47,939 | $17.9M | 4.80% | +265+0.6% | Added |
| Silverlake Wealth Management LLC | 47,908 | $17.9M | 3.42% | −437−0.9% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 47,839 | $17.8M | 6.84% | +3,618+8.2% | Added |
| Sigma Investment Counselors Inc | 47,837 | $17.8M | 0.87% | −2,905−5.7% | Reduced |
| Capital Investment Advisory Services, LLC | 47,812 | $17.8M | 1.10% | +5,538+13.1% | Added |
| Oakworth Capital, Inc. | 47,417 | $17.8M | 0.85% | −179−0.4% | Reduced |
| Aspiriant, LLC | 47,661 | $17.8M | 0.44% | +5,372+12.7% | Added |
| Snider Financial Group | 47,653 | $17.8M | 4.53% | +11,056+30.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 47,645 | $17.8M | 4.56% | −2,679−5.3% | Reduced |
| Keystone Financial Group | 47,541 | $17.7M | 1.05% | −2,142−4.3% | Reduced |
| Capital Investment Counsel, Inc | 47,532 | $17.7M | 1.91% | +800+1.7% | Added |
| Resonant Capital Advisors, LLC | 47,447 | $17.7M | 0.85% | −184−0.4% | Reduced |
| Umpqua Bank | 47,249 | $17.6M | 3.95% | +5,127+12.2% | Added |
| Formidable Asset Management, LLC | 47,497 | $17.6M | 2.80% | +781+1.7% | Added |
| Connecticut Wealth Management, LLC | 47,090 | $17.6M | 0.65% | −3,464−6.9% | Reduced |
| Elk River Wealth Management, LLC | 47,087 | $17.6M | 2.80% | −3,522−7.0% | Reduced |
| First Western Trust Bank | 47,055 | $17.6M | 0.86% | −2,826−5.7% | Reduced |
| KCM Capital Inc | 47,000 | $17.5M | 2.87% | 00.0% | Unchanged |
| Claar Advisors LLC | 46,929 | $17.5M | 5.64% | −37−0.1% | Reduced |
| Two Point Capital Management, Inc. | 46,806 | $17.5M | 7.03% | −40−0.1% | Reduced |
| Waterloo Capital, L.P. | 46,783 | $17.5M | 0.98% | +4,145+9.7% | Added |
| Evexia Wealth LLC | 35,762 | $17.4M | 4.72% | +548+1.6% | Added |
| Forum Financial Management, LP | 46,743 | $17.4M | 0.22% | −1,107−2.3% | Reduced |
| Leuthold Group, LLC | 46,640 | $17.4M | 1.75% | −1,531−3.2% | Reduced |
| Woodbridge Co Ltd | 46,592 | $17.4M | 0.07% | 00.0% | Unchanged |
| Grafton Street Partners Management Company, LLC | 46,568 | $17.4M | 9.59% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 46,566 | $17.4M | 1.95% | +5,509+13.4% | Added |
| Weik Capital Management | 46,566 | $17.4M | 6.67% | −907−1.9% | Reduced |
| Bell Bank | 46,554 | $17.4M | 0.66% | +1,454+3.2% | Added |
| Hanson & Doremus Investment Management | 46,336 | $17.3M | 1.76% | −1,359−2.8% | Reduced |
| Naviter Wealth, LLC | 46,317 | $17.3M | 1.57% | −550−1.2% | Reduced |
| Summit Global Investments | 46,302 | $17.3M | 0.94% | −4,984−9.7% | Reduced |
| Inman Jager Wealth Management, LLC | 46,223 | $17.2M | 9.18% | +578+1.3% | Added |
| Patton Albertson Miller Group, LLC | 46,202 | $17.2M | 1.71% | −385−0.8% | Reduced |
| Hoffman, Alan N Investment Management | 46,152 | $17.2M | 10.17% | −3,137−6.4% | Reduced |
| Argentarii, LLC | 34,153 | $17.2M | 5.19% | +342+1.0% | Added |
| Financial Insights, Inc. | 46,108 | $17.2M | 4.53% | +482+1.1% | Added |
| PCM Encore, LLC | 46,079 | $17.2M | 3.02% | −1,275−2.7% | Reduced |
| Aviance Capital Partners, LLC | 46,079 | $17.2M | 1.78% | +2,357+5.4% | Added |
| Inscription Capital, LLC | 46,070 | $17.2M | 1.52% | +1,889+4.3% | Added |
| Trilogy Capital Inc. | 46,056 | $17.2M | 0.67% | +22,800+98.0% | Added |
| Y.D. More Investments Ltd | 46,035 | $17.2M | 0.53% | −9,329−16.9% | Reduced |
| Aspire Capital Advisors LLC | 46,004 | $17.2M | 3.34% | −203−0.4% | Reduced |
| Stamos Capital Partners, L.P. | 45,971 | $17.1M | 2.63% | +3,116+7.3% | Added |
| Rosenblum Silverman Sutton S F Inc | 45,941 | $17.1M | 4.12% | −977−2.1% | Reduced |
| Kathmere Capital Management, LLC | 45,913 | $17.1M | 0.91% | +2,430+5.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 45,901 | $17.1M | 9.09% | +130.0% | Added |
| Harvey Capital Management Inc | 45,894 | $17.1M | 3.52% | −393−0.8% | Reduced |
| Moss Adams Wealth Advisors LLC | 45,887 | $17.1M | 1.07% | +716+1.6% | Added |
| Basecamp Wealth Advisors LLC | 45,880 | $17.1M | 3.18% | −785−1.7% | Reduced |
| 44 Wealth Management LLC | 45,814 | $17.1M | 5.66% | +5,395+13.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 45,783 | $17.1M | 2.10% | +2,733+6.3% | Added |
| Platform Technology Partners | 45,761 | $17.1M | 2.79% | +3,167+7.4% | Added |
| PFC Capital Group, Inc. | 45,729 | $17.1M | 6.56% | −226−0.5% | Reduced |
| Little House Capital LLC | 45,717 | $17.1M | 3.83% | +2,914+6.8% | Added |
| Tema ETFs LLC | 45,617 | $17.0M | 0.55% | +4,521+11.0% | Added |
| Stelac Advisory Services LLC | 45,599 | $17.0M | 3.17% | +3,702+8.8% | Added |
| Biondo Investment Advisors, LLC | 45,559 | $17.0M | 2.08% | +446+1.0% | Added |
| Renaissance Investment Group LLC | 45,497 | $17.0M | 3.34% | −166−0.4% | Reduced |
| ShawSpring Partners LLC | 45,495 | $17.0M | 7.31% | +45,495 | New |
| R.H. Dinel Investment Counsel, Inc. | 45,465 | $17.0M | 13.03% | −100−0.2% | Reduced |
| Scott & Selber, Inc. | 45,455 | $17.0M | 3.58% | −56−0.1% | Reduced |
| Madrona Financial Services, LLC | 45,389 | $16.9M | 3.12% | −3,523−7.2% | Reduced |
| Richard C. Young & CO., LTD. | 45,320 | $16.9M | 1.25% | +479+1.1% | Added |
| Infusive Asset Management Inc. | 45,288 | $16.9M | 7.68% | +7,680+20.4% | Added |
| Financial Partners Group, Inc | 45,284 | $16.9M | 1.71% | +780+1.8% | Added |
| Wayfinding Financial, LLC | 45,239 | $16.9M | 6.39% | −1,040−2.2% | Reduced |
| Capital City Trust Co | 45,226 | $16.9M | 3.50% | −33−0.1% | Reduced |
| Skyline Advisors, Inc. | 45,224 | $16.9M | 5.29% | −314−0.7% | Reduced |
| Simon Quick Advisors, LLC | 45,198 | $16.9M | 0.68% | +4,759+11.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 45,178 | $16.9M | 2.56% | −2,002−4.2% | Reduced |
| Armis Advisers, LLC | 43,559 | $16.8M | 1.55% | −152−0.3% | Reduced |
| Asset Planning Services Inc | 45,118 | $16.8M | 7.14% | −1,175−2.5% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 45,081 | $16.8M | 0.39% | +3,075+7.3% | Added |
| Legacy Wealth Management, LLC | 45,058 | $16.8M | 4.31% | −626−1.4% | Reduced |
| Accurate Wealth Management, LLC | 43,630 | $16.8M | 1.60% | +2,388+5.8% | Added |
| North Point Portfolio Managers Corp | 44,997 | $16.8M | 2.77% | −740−1.6% | Reduced |
| National Philanthropic Trust | 44,976 | $16.8M | 0.24% | −415,403−90.2% | Reduced |
| Conning Inc. | 44,906 | $16.8M | 0.50% | −861−1.9% | Reduced |
| Mayflower Financial Advisors, LLC | 44,901 | $16.7M | 1.45% | +749+1.7% | Added |
| CV Advisors LLC | 44,774 | $16.7M | 3.16% | +8,644+23.9% | Added |
| SeaCrest Wealth Management, LLC | 44,762 | $16.7M | 1.85% | −7,862−14.9% | Reduced |
| Stokes Capital Advisors, LLC | 44,749 | $16.7M | 3.57% | +214+0.5% | Added |
| SS&H Financial Advisors, Inc. | 44,698 | $16.7M | 4.26% | +44,698 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 44,696 | $16.7M | 4.70% | −644−1.4% | Reduced |
| Wealth Alliance | 44,670 | $16.7M | 1.39% | +5,548+14.2% | Added |
| HORAN Wealth, LLC | 44,652 | $16.7M | 2.08% | −43,326−49.2% | Reduced |
| TigerOak Management, L.L.C. | 44,620 | $16.6M | 4.68% | −217−0.5% | Reduced |
| AssuredPartners Investment Advisors, LLC | 44,601 | $16.6M | 1.61% | +682+1.6% | Added |
| Capital & Planning, LLC | 44,584 | $16.6M | 8.59% | +2,296+5.4% | Added |
| Jackson Square Capital, LLC | 44,525 | $16.6M | 2.31% | +22,072+98.3% | Added |
| Baldwin Investment Management, LLC | 44,413 | $16.6M | 1.60% | +11,439+34.7% | Added |
| Ashton Thomas Securities, LLC | 44,121 | $16.5M | 2.44% | +4,522+11.4% | Added |