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 |
|---|---|---|---|---|---|
| Whitener Capital Management, Inc. | 44,199 | $16.5M | 3.49% | +2,920+7.1% | Added |
| Patten Group, Inc. | 44,148 | $16.5M | 2.56% | +1,356+3.2% | Added |
| Tanager Wealth Management LLP | 44,118 | $16.5M | 1.43% | +149+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 44,096 | $16.4M | 2.04% | +2,222+5.3% | Added |
| Fox Hill Wealth Management | 44,074 | $16.4M | 6.59% | +486+1.1% | Added |
| Abundance Wealth Counselors | 44,048 | $16.4M | 1.07% | +18,927+75.3% | Added |
| STG Securities, LLC | 44,010 | $16.4M | 17.74% | +44,010 | New |
| Moore Capital Management, LP | 44,000 | $16.4M | 0.37% | −18,941−30.1% | Reduced |
| Legacy Trust | 43,996 | $16.4M | 2.90% | −1,427−3.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 43,988 | $16.4M | 2.33% | +3,725+9.3% | Added |
| Nicollet Investment Management, Inc. | 43,970 | $16.4M | 5.06% | +208+0.5% | Added |
| Royal Fund Management, LLC | 43,902 | $16.4M | 1.37% | +1,602+3.8% | Added |
| Nilsine Partners, LLC | 43,818 | $16.3M | 1.13% | +1,600+3.8% | Added |
| Pragma Gestao de Patrimonio Ltd | 43,750 | $16.3M | 12.89% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 43,745 | $16.3M | 2.33% | +1,455+3.4% | Added |
| BCJ Capital Management, LLC | 43,738 | $16.3M | 0.81% | −790−1.8% | Reduced |
| Villere St Denis J & Co LLC | 43,731 | $16.3M | 1.95% | −4,451−9.2% | Reduced |
| Portside Wealth Group, LLC | 43,724 | $16.3M | 1.90% | +1,500+3.6% | Added |
| Advisory Research Inc | 43,670 | $16.3M | 1.63% | +933+2.2% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 43,668 | $16.3M | 5.42% | +9,843+29.1% | Added |
| Untitled Investments LP | 43,609 | $16.3M | 6.33% | −13,840−24.1% | Reduced |
| Kavar Capital Partners Group, LLC | 43,548 | $16.2M | 2.00% | +1,804+4.3% | Added |
| Trustmark National Bank Trust Department | 43,531 | $16.2M | 0.97% | +143+0.3% | Added |
| Cozad Asset Management Inc | 43,524 | $16.2M | 1.05% | −985−2.2% | Reduced |
| LSV Asset Management | 43,522 | $16.2M | 0.03% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 43,433 | $16.2M | 1.25% | +43,433 | New |
| Mission Creek Capital Partners, Inc. | 43,431 | $16.2M | 2.85% | +5,584+14.8% | Added |
| Stokes Family Office, LLC | 43,367 | $16.2M | 1.89% | −2,692−5.8% | Reduced |
| Duncker Streett & Co Inc | 43,228 | $16.1M | 2.73% | +569+1.3% | Added |
| Brown Miller Wealth Management, LLC | 43,213 | $16.1M | 4.06% | +637+1.5% | Added |
| Strong Tower Advisory Services | 43,190 | $16.1M | 2.89% | +4,827+12.6% | Added |
| SeaBridge Investment Advisors LLC | 43,132 | $16.1M | 2.33% | +1,037+2.5% | Added |
| Punch & Associates Investment Management, Inc. | 43,112 | $16.1M | 0.80% | +108+0.3% | Added |
| CRA Financial Services, LLC | 43,100 | $16.1M | 1.85% | +718+1.7% | Added |
| Banque de Luxembourg S.A. | 43,092 | $16.1M | 7.58% | −828−1.9% | Reduced |
| Clear Trail Advisors, LLC | 42,983 | $16.0M | 2.45% | −253−0.6% | Reduced |
| SageGuard Financial Group, LLC | 42,979 | $16.0M | 2.25% | −7,274−14.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 42,919 | $16.0M | 2.89% | −717−1.6% | Reduced |
| United Advisor Group, LLC | 42,915 | $16.0M | 1.70% | +4,481+11.7% | Added |
| Boyar Asset Management Inc. | 42,900 | $16.0M | 9.18% | +1,465+3.5% | Added |
| L2 Asset Management, LLC | 42,796 | $16.0M | 1.66% | +1,822+4.4% | Added |
| HS Management Partners, LLC | 42,766 | $16.0M | 5.48% | −1,680−3.8% | Reduced |
| Asio Capital, LLC | 42,668 | $15.9M | 2.04% | −2,209−4.9% | Reduced |
| Lake Street Financial LLC | 42,653 | $15.9M | 1.82% | −45−0.1% | Reduced |
| Strait & Sound Wealth Management LLC | 42,617 | $15.9M | 5.59% | +216+0.5% | Added |
| Physicians Financial Services, Inc. | 42,602 | $15.9M | 3.97% | +236+0.6% | Added |
| Wealth Group, Ltd. | 42,602 | $15.9M | 3.97% | +32,096+305.5% | Added |
| K.J. Harrison & Partners Inc | 42,540 | $15.9M | 2.25% | +8,569+25.2% | Added |
| Winthrop Advisory Group LLC | 42,521 | $15.9M | 1.07% | +1,684+4.1% | Added |
| Hilltop Holdings Inc. | 42,481 | $15.8M | 1.29% | +151+0.4% | Added |
| Headinvest, LLC | 42,470 | $15.8M | 2.95% | −89−0.2% | Reduced |
| 111 Capital | 42,357 | $15.8M | 2.71% | −736−1.7% | Reduced |
| TFR Capital, LLC. | 42,258 | $15.8M | 4.44% | +2,048+5.1% | Added |
| Tradition Wealth Management, LLC | 42,251 | $15.8M | 0.96% | +484+1.2% | Added |
| Sycale Advisors (NY) LLC | 42,189 | $15.7M | 7.01% | −11,635−21.6% | Reduced |
| Intellus Advisors LLC | 42,115 | $15.7M | 1.91% | +1,786+4.4% | Added |
| Twin Tree Management, LP | 42,101 | $15.7M | 2.45% | +19,008+82.3% | Added |
| Vega Investment Solutions | 42,076 | $15.7M | 2.23% | −6,212−12.9% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 42,045 | $15.7M | 8.34% | +1,235+3.0% | Added |
| D L Carlson Investment Group Inc | 41,937 | $15.6M | 2.49% | −1,910−4.4% | Reduced |
| Fullerton Fund Management Co Ltd. | 41,899 | $15.6M | 1.00% | +1,071+2.6% | Added |
| Whitebark Investors LP | 41,893 | $15.6M | 12.07% | −8,966−17.6% | Reduced |
| Northstar Asset Management Inc | 41,891 | $15.6M | 4.58% | −1,392−3.2% | Reduced |
| Sax Wealth Advisors, LLC | 42,120 | $15.6M | 0.63% | +5,651+15.5% | Added |
| Parallax Volatility Advisers, L.P. | 41,786 | $15.6M | 0.58% | +25,749+160.6% | Added |
| Lincoln Capital Corp | 41,785 | $15.6M | 5.06% | −880−2.1% | Reduced |
| Lincoln Capital LLC | 41,643 | $15.5M | 2.76% | −1,001−2.3% | Reduced |
| First Interstate Bank | 41,559 | $15.5M | 0.81% | −395−0.9% | Reduced |
| NVWM, LLC | 41,550 | $15.5M | 3.12% | +842+2.1% | Added |
| Bearing Point Capital, LLC | 41,471 | $15.5M | 2.09% | +767+1.9% | Added |
| MinichMacGregor Wealth Management, LLC | 41,460 | $15.5M | 2.35% | +15,947+62.5% | Added |
| Broadleaf Partners, LLC | 41,425 | $15.5M | 2.99% | −17,985−30.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 41,349 | $15.4M | 0.80% | +1,228+3.1% | Added |
| J.P. Marvel Investment Advisors, LLC | 41,199 | $15.4M | 1.76% | −33−0.1% | Reduced |
| Accredited Investors Inc. | 41,190 | $15.4M | 0.66% | −50−0.1% | Reduced |
| Quantum Private Wealth, LLC | 41,168 | $15.4M | 3.94% | −1,467−3.4% | Reduced |
| Mattern Capital Management, LLC | 41,086 | $15.3M | 1.79% | −258−0.6% | Reduced |
| BIP Wealth, LLC | 41,085 | $15.3M | 0.43% | +11,661+39.6% | Added |
| Guardian Wealth Advisors, LLC | 41,054 | $15.3M | 0.87% | +110+0.3% | Added |
| CFO4Life Group, LLC | 40,999 | $15.3M | 2.06% | −933−2.2% | Reduced |
| Winch Advisory Services, LLC | 40,976 | $15.3M | 3.18% | +722+1.8% | Added |
| one8zero8, LLC | 40,971 | $15.3M | 3.03% | +190+0.5% | Added |
| Morse Asset Management, Inc | 40,833 | $15.2M | 2.52% | +70+0.2% | Added |
| Harbor Island Capital LLC | 40,824 | $15.2M | 4.05% | +2,300+6.0% | Added |
| River Road Asset Management, LLC | 40,790 | $15.2M | 0.17% | +33,873+489.7% | Added |
| South Street Advisors LLC | 40,785 | $15.2M | 1.98% | −31,442−43.5% | Reduced |
| Montecito Bank & Trust | 40,780 | $15.2M | 2.28% | −205−0.5% | Reduced |
| DLK Investment Management, LLC | 34,021 | $15.2M | 6.54% | −1,133−3.2% | Reduced |
| Easterly Investment Partners LLC | 40,712 | $15.2M | 0.77% | +18,772+85.6% | Added |
| MSA Advisors, LLC | 40,665 | $15.2M | 3.90% | +2,045+5.3% | Added |
| LM Advisors LLC | 40,679 | $15.2M | 1.75% | +26,676+190.5% | Added |
| Roberts Glore & Co Inc | 40,539 | $15.1M | 3.74% | +131+0.3% | Added |
| Brave Asset Management Inc | 40,481 | $15.1M | 3.23% | +508+1.3% | Added |
| Gateway Wealth Partners, LLC | 40,443 | $15.1M | 0.90% | −20,474−33.6% | Reduced |
| Rodgers Brothers Inc. | 40,432 | $15.1M | 1.46% | −460−1.1% | Reduced |
| Searle & Co. | 40,426 | $15.1M | 3.39% | +168+0.4% | Added |
| Bill Few Associates, Inc. | 40,371 | $15.1M | 3.22% | +180+0.4% | Added |
| Beverly Hills Private Wealth, LLC | 40,340 | $15.0M | 2.89% | −8,684−17.7% | Reduced |
| Brady Family Wealth, LLC | 40,301 | $15.0M | 4.34% | +153+0.4% | Added |
| WESPAC Advisors SoCal, LLC | 40,255 | $15.0M | 2.69% | +1,154+3.0% | Added |