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
Q3 2026 data is still coming in: 16 institutions have reported holding MSFT so far. See Q3 2026
- Institutional holders
- 6,248
- +94 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
- 228
- 3,210 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| WBH Advisory Inc | 40,212 | $15.0M | 1.01% | −420−1.0% | Reduced |
| Iowa State Bank | 40,177 | $15.0M | 2.50% | −73−0.2% | Reduced |
| Keel Point, LLC | 40,125 | $15.0M | 0.88% | +155+0.4% | Added |
| Core Alternative Capital | 40,104 | $15.0M | 4.48% | −2,917−6.8% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 40,103 | $15.0M | 1.85% | +40,103 | New |
| Westover Capital Advisors, LLC | 40,093 | $15.0M | 2.48% | −45−0.1% | Reduced |
| Davidson Trust Co | 40,069 | $14.9M | 5.83% | +23+0.1% | Added |
| City of London Investment Management Co Ltd | 40,046 | $14.9M | 0.90% | −410−1.0% | Reduced |
| Strategic Investment Advisors | 40,039 | $14.9M | 0.90% | −1,387−3.3% | Reduced |
| Resurgent Financial Advisors LLC | 40,008 | $14.9M | 4.17% | +7,131+21.7% | Added |
| Live Oak Private Wealth LLC | 39,987 | $14.9M | 1.87% | −2,531−6.0% | Reduced |
| Morton Capital Management LLC | 39,977 | $14.9M | 2.04% | +1,366+3.5% | Added |
| Timber Creek Capital Management LLC | 39,965 | $14.9M | 3.04% | −151−0.4% | Reduced |
| Allred Capital Management, LLC | 39,864 | $14.9M | 4.88% | −1,393−3.4% | Reduced |
| Shepherd Financial Partners LLC | 39,783 | $14.8M | 1.22% | −583−1.4% | Reduced |
| Winmill & Co. Inc | 39,775 | $14.8M | 3.29% | +39,775 | New |
| GPM Growth Investors, Inc. | 39,706 | $14.8M | 6.18% | −4,855−10.9% | Reduced |
| Harrell Investment Partners, LLC | 39,649 | $14.8M | 3.21% | +395+1.0% | Added |
| Channel Wealth LLC | 39,634 | $14.8M | 3.32% | +5,881+17.4% | Added |
| Costello Asset Management, INC | 39,499 | $14.7M | 4.42% | −226−0.6% | Reduced |
| Churchill Financial Advisors, LLC | 39,470 | $14.7M | 2.84% | −900−2.2% | Reduced |
| Indivisible Partners | 39,457 | $14.7M | 0.83% | +12,602+46.9% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 39,435 | $14.7M | 4.08% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 83,769 | $14.7M | 4.31% | −758−0.9% | Reduced |
| Manchester Capital Management LLC | 39,310 | $14.7M | 1.91% | +296+0.8% | Added |
| Osprey Private Wealth LLC | 39,269 | $14.6M | 3.78% | +4,917+14.3% | Added |
| Legacy Financial Advisors, Inc. | 39,173 | $14.6M | 1.78% | +4,101+11.7% | Added |
| True North Advisors, LLC | 39,011 | $14.6M | 1.39% | +328+0.8% | Added |
| Valley National Advisers Inc | 38,982 | $14.5M | 1.62% | −1,484−3.7% | Reduced |
| Quent Capital, LLC | 38,947 | $14.5M | 0.89% | +676+1.8% | Added |
| Heartland Bank & Trust Co | 38,925 | $14.5M | 3.00% | −750−1.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 38,852 | $14.5M | 0.41% | +2,196+6.0% | Added |
| Fischer Financial Services, Inc. | 38,825 | $14.5M | 3.64% | +286+0.7% | Added |
| Lafayette Investments, Inc. | 38,816 | $14.5M | 2.67% | +2,009+5.5% | Added |
| Palo DS Manager LLC | 38,798 | $14.5M | 5.86% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 38,794 | $14.5M | 1.23% | +9,240+31.3% | Added |
| Westmount Partners, LLC | 38,728 | $14.4M | 3.18% | +744+2.0% | Added |
| Corecam Pte. Ltd. | 38,600 | $14.4M | 5.45% | +9,270+31.6% | Added |
| Scholtz & Company, LLC | 38,572 | $14.4M | 7.18% | −2,089−5.1% | Reduced |
| Stonebridge Capital Management Inc | 38,569 | $14.4M | 6.93% | −4,896−11.3% | Reduced |
| Bradyco, Inc. | 38,531 | $14.4M | 16.48% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 38,484 | $14.4M | 2.98% | +377+1.0% | Added |
| Zions Bancorporation, National Association | 38,470 | $14.4M | 0.86% | −13,294−25.7% | Reduced |
| Texas Bank & Trust Co | 38,460 | $14.3M | 4.70% | +583+1.5% | Added |
| QV Investors Inc. | 38,460 | $14.3M | 1.10% | +38,460 | New |
| Diversified Enterprises, LLC | 38,457 | $14.3M | 0.69% | −90−0.2% | Reduced |
| Apollon Financial, LLC | 38,455 | $14.3M | 1.69% | −1,100−2.8% | Reduced |
| Puzo Michael J | 38,446 | $14.3M | 3.70% | +424+1.1% | Added |
| Adalta Capital Management LLC | 38,424 | $14.3M | 6.29% | −1,050−2.7% | Reduced |
| JT Stratford LLC | 38,388 | $14.3M | 1.57% | +8,801+29.7% | Added |
| Berger Financial Group, Inc | 38,384 | $14.3M | 0.73% | −1,675−4.2% | Reduced |
| Hudson Value Partners, LLC | 38,209 | $14.3M | 3.58% | +2,722+7.7% | Added |
| ZEGA Investments, LLC | 38,149 | $14.2M | 2.37% | +3,936+11.5% | Added |
| Concord Wealth Partners | 38,122 | $14.2M | 1.63% | −3,097−7.5% | Reduced |
| LRZ Capital LLC | 38,110 | $14.2M | 7.20% | −12,395−24.5% | Reduced |
| Acropolis Investment Management, LLC | 38,008 | $14.2M | 0.56% | −3,286−8.0% | Reduced |
| Bonness Enterprises Inc | 37,990 | $14.2M | 4.57% | −500−1.3% | Reduced |
| Ravenstone Capital Management Inc. | 37,943 | $14.2M | 5.79% | +1,170+3.2% | Added |
| J.Safra Asset Management Corp | 37,914 | $14.1M | 0.65% | +757+2.0% | Added |
| Root Financial Partners, LLC | 37,854 | $14.1M | 0.55% | +2,848+8.1% | Added |
| Optas, LLC | 37,849 | $14.1M | 1.98% | +2,409+6.8% | Added |
| Allegiance Financial Group Advisory Services LLC | 37,834 | $14.1M | 2.44% | +466+1.2% | Added |
| Miller Investment Management, LP | 37,833 | $14.1M | 1.29% | +1,811+5.0% | Added |
| Clear Creek Financial Management, LLC | 37,829 | $14.1M | 0.91% | +2,500+7.1% | Added |
| Havemeyer Place LP | 37,809 | $14.1M | 1.39% | +24,687+188.1% | Added |
| Somerville Kurt F | 37,796 | $14.1M | 3.37% | −813−2.1% | Reduced |
| Inlet Private Wealth, LLC | 37,772 | $14.1M | 3.43% | −513−1.3% | Reduced |
| Brookwood Investment Group LLC | 37,768 | $14.1M | 1.63% | +5,937+18.7% | Added |
| Klingman & Associates, LLC | 37,765 | $14.1M | 0.60% | +604+1.6% | Added |
| 1248 Management, LLC | 37,753 | $14.1M | 5.50% | −629−1.6% | Reduced |
| Old Second National Bank of Aurora | 37,750 | $14.1M | 2.65% | +1,674+4.6% | Added |
| QVT Financial LP | 37,710 | $14.1M | 0.90% | −7,829−17.2% | Reduced |
| Codex Capital Asset Management L.L.C. | 37,700 | $14.1M | 4.87% | −900−2.3% | Reduced |
| Legacy Advisors, LLC | 37,656 | $14.0M | 1.31% | +5,109+15.7% | Added |
| Romano Brothers and Company | 37,609 | $14.0M | 1.41% | −392−1.0% | Reduced |
| Grandview Asset Management LLC | 37,614 | $14.0M | 3.48% | −1,110−2.9% | Reduced |
| Citizens National Bank Trust Department | 37,580 | $14.0M | 2.06% | +1,015+2.8% | Added |
| Paragon Capital Management LLC | 37,515 | $14.0M | 6.48% | −258−0.7% | Reduced |
| Siren, L.L.C. | 37,500 | $14.0M | 0.28% | −3,880−9.4% | Reduced |
| Brentview Investment Management LLC | 37,464 | $14.0M | 5.53% | +1,452+4.0% | Added |
| Spinnaker Investment Group, LLC | 37,457 | $14.0M | 2.24% | −2,088−5.3% | Reduced |
| Oxford Financial Group Ltd | 37,439 | $14.0M | 0.71% | −1,448−3.7% | Reduced |
| JCIC Asset Management Inc. | 37,703 | $14.0M | 4.27% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 37,327 | $13.9M | 2.75% | +691+1.9% | Added |
| Trust Point Inc. | 37,329 | $13.9M | 1.18% | +770+2.1% | Added |
| CVFG LLC | 37,270 | $13.9M | 1.46% | −3,573−8.7% | Reduced |
| Perennial Investment Advisors, LLC | 37,244 | $13.9M | 0.93% | +3,245+9.5% | Added |
| Grove Bank & Trust | 37,203 | $13.9M | 1.38% | +2,369+6.8% | Added |
| KLCM Advisors, Inc. | 37,189 | $13.9M | 1.11% | +5,591+17.7% | Added |
| Hall Capital Management Co Inc | 37,139 | $13.9M | 4.31% | −96−0.3% | Reduced |
| Wright Investors Service Inc | 37,028 | $13.8M | 3.78% | +2,380+6.9% | Added |
| Advisor OS, LLC | 37,002 | $13.8M | 0.92% | −5,968−13.9% | Reduced |
| Boston Research & Management Inc | 36,953 | $13.8M | 3.05% | +93+0.3% | Added |
| Harold Davidson & Associates Inc. | 36,932 | $13.8M | 5.97% | −2,430−6.2% | Reduced |
| NatWest Group plc | 36,927 | $13.8M | 2.46% | −13,650−27.0% | Reduced |
| CoreCap Advisors, LLC | 36,882 | $13.8M | 0.41% | +4,135+12.6% | Added |
| Central Bank & Trust Co | 36,871 | $13.8M | 1.95% | +169+0.5% | Added |
| Lawson Kroeker Investment Management Inc | 36,787 | $13.7M | 3.81% | −195−0.5% | Reduced |
| Vista Capital Partners, Inc. | 36,772 | $13.7M | 1.20% | +4,292+13.2% | Added |
| Ocean Capital Management, LLC | 36,747 | $13.7M | 2.55% | +445+1.2% | Added |