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 |
|---|---|---|---|---|---|
| Benedict Financial Advisors Inc | 36,651 | $13.7M | 2.66% | −303−0.8% | Reduced |
| Baugh & Associates, LLC | 36,574 | $13.6M | 6.04% | −3,199−8.0% | Reduced |
| Sound Income Strategies, LLC | 36,558 | $13.6M | 0.61% | +1,811+5.2% | Added |
| Sphera Management Technology Funds Ltd | 36,550 | $13.6M | 4.78% | +6,550+21.8% | Added |
| Pegasus Asset Management, Inc. | 36,545 | $13.6M | 3.88% | +131+0.4% | Added |
| united american securities inc. (d/b/a uas asset management) | 36,466 | $13.6M | 2.93% | −100,771−73.4% | Reduced |
| Impact Capital Partners LLC | 36,417 | $13.6M | 3.71% | −586−1.6% | Reduced |
| Vanderbilt University | 36,416 | $13.6M | 1.87% | +14,252+64.3% | Added |
| IPG Investment Advisors LLC | 36,400 | $13.6M | 1.95% | −1,080−2.9% | Reduced |
| Permanens Capital L.P. | 36,373 | $13.6M | 1.40% | +5,227+16.8% | Added |
| VCI Wealth Management LLC | 36,329 | $13.6M | 3.40% | +1,697+4.9% | Added |
| Birinyi Associates Inc | 36,320 | $13.5M | 3.20% | +1,687+4.9% | Added |
| Personal Cfo Solutions, LLC | 36,298 | $13.5M | 1.96% | +1,676+4.8% | Added |
| Walter & Keenan Financial Consulting Co | 36,279 | $13.5M | 3.34% | +28+0.1% | Added |
| Accent Capital Management, LLC | 36,262 | $13.5M | 5.84% | −7,408−17.0% | Reduced |
| Plancorp, LLC | 34,594 | $13.5M | 0.33% | +662+2.0% | Added |
| Stansberry Asset Management, LLC | 36,196 | $13.5M | 1.24% | −370−1.0% | Reduced |
| Torray LLC | 36,160 | $13.5M | 1.82% | −41,572−53.5% | Reduced |
| RDA Financial Network | 36,145 | $13.5M | 2.94% | +4,078+12.7% | Added |
| Investment Advisory Services Inc | 36,139 | $13.5M | 3.88% | −503−1.4% | Reduced |
| Jessup Wealth Management, Inc | 36,083 | $13.5M | 4.01% | +6,037+20.1% | Added |
| Kidder Stephen W | 36,020 | $13.4M | 3.40% | +1,015+2.9% | Added |
| Lorne Steinberg Wealth Management Inc. | 35,992 | $13.4M | 2.76% | +1,132+3.2% | Added |
| LVW Advisors, LLC | 35,961 | $13.4M | 1.16% | −893−2.4% | Reduced |
| Arrow Financial Corp | 35,925 | $13.4M | 1.20% | +205+0.6% | Added |
| Somerset Trust Co | 35,883 | $13.4M | 3.79% | +1,710+5.0% | Added |
| Nutshell Asset Management Ltd | 35,880 | $13.4M | 4.46% | −2,988−7.7% | Reduced |
| Heck Capital Advisors, LLC | 35,800 | $13.4M | 0.80% | +22,229+163.8% | Added |
| Heritage Wealth Management, Inc. | 35,768 | $13.3M | 3.33% | +35,768 | New |
| Wellspring Financial Advisors, LLC | 484,667 | $13.3M | 0.88% | −29,712−5.8% | Reduced |
| Delta Financial Advisors LLC | 35,703 | $13.3M | 3.16% | −484−1.3% | Reduced |
| Marble Wealth, LLC | 35,700 | $13.3M | 2.04% | −1,448−3.9% | Reduced |
| Sendero Wealth Management, LLC | 35,679 | $13.3M | 1.33% | −19,885−35.8% | Reduced |
| Southeast Asset Advisors Inc. | 35,657 | $13.3M | 1.35% | +851+2.4% | Added |
| Portland Global Advisors LLC | 35,620 | $13.3M | 1.26% | +2,182+6.5% | Added |
| Capital Investment Counsel, LLC | 35,601 | $13.3M | 1.64% | +240+0.7% | Added |
| LMG Wealth Partners, LLC | 35,559 | $13.3M | 2.12% | −395−1.1% | Reduced |
| Aries Wealth Management | 35,553 | $13.3M | 2.60% | −274−0.8% | Reduced |
| L & S Advisors Inc | 35,526 | $13.3M | 1.37% | −973−2.7% | Reduced |
| Paragon Private Wealth Management, LLC | 35,511 | $13.2M | 3.46% | −1,725−4.6% | Reduced |
| Connable Office Inc | 35,485 | $13.2M | 1.17% | +416+1.2% | Added |
| Advyzon Investment Management, LLC | 35,442 | $13.2M | 0.96% | +4,110+13.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 35,440 | $13.2M | 1.26% | −1,031−2.8% | Reduced |
| Unison Asset Management LLC | 35,421 | $13.2M | 5.37% | +7,888+28.6% | Added |
| Monimus Capital Management, LP | 35,396 | $13.2M | 3.35% | +2,430+7.4% | Added |
| Mirador Capital Partners LP | 35,325 | $13.2M | 1.61% | +159+0.5% | Added |
| Jupiter Wealth Management LLC | 35,258 | $13.2M | 5.26% | −25−0.1% | Reduced |
| Front Row Advisors LLC | 26,055 | $13.1M | 3.80% | −1,080−4.0% | Reduced |
| Wills Financial Group LLC | 35,189 | $13.1M | 4.78% | −72−0.2% | Reduced |
| Affinity Wealth Management LLC | 35,157 | $13.1M | 1.69% | +737+2.1% | Added |
| Financial Perspectives, Inc | 35,154 | $13.1M | 3.19% | +1,725+5.2% | Added |
| Facet Wealth, Inc. | 35,134 | $13.1M | 0.19% | +4,121+13.3% | Added |
| Wealthedge Investment Advisors, LLC | 35,109 | $13.1M | 4.45% | +748+2.2% | Added |
| Lummis Asset Management, LP | 31,432 | $13.1M | 7.82% | −458−1.4% | Reduced |
| Zullo Investment Group, Inc. | 34,948 | $13.0M | 4.45% | −611−1.7% | Reduced |
| Tranquility Partners, LLC | 34,948 | $13.0M | 4.48% | −1,533−4.2% | Reduced |
| Laurion Capital Management LP | 34,913 | $13.0M | 0.94% | +32,313+1,242.8% | Added |
| TLW Wealth Management, LLC | 34,910 | $13.0M | 7.37% | −745−2.1% | Reduced |
| DCM Advisors, LLC | 35,002 | $13.0M | 5.14% | +1,688+5.1% | Added |
| Kesler, Norman & Wride, LLC | 34,852 | $13.0M | 2.06% | −948−2.6% | Reduced |
| Roberts Wealth Advisors, LLC | 34,778 | $13.0M | 2.95% | +862+2.5% | Added |
| CNB Bank | 34,713 | $12.9M | 5.05% | +2,509+7.8% | Added |
| Commonwealth Retirement Investments LLC | 34,705 | $12.9M | 3.51% | +5,727+19.8% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 34,700 | $12.9M | 5.20% | +4,400+14.5% | Added |
| Berkshire Bank | 34,694 | $12.9M | 2.47% | −1,911−5.2% | Reduced |
| Stonebridge Financial Group, LLC | 34,688 | $12.9M | 0.98% | +424+1.2% | Added |
| FCG Investment Co | 34,682 | $12.9M | 4.47% | +1,671+5.1% | Added |
| Founders Financial Alliance, LLC | 34,673 | $12.9M | 1.71% | +397+1.2% | Added |
| Quotient Wealth Partners, LLC | 34,672 | $12.9M | 0.31% | +538+1.6% | Added |
| First Bank & Trust | 34,655 | $12.9M | 1.90% | +673+2.0% | Added |
| Focused Alpha, LLC | 34,522 | $12.9M | 3.30% | +2,781+8.8% | Added |
| Abbot Financial Management, Inc. | 34,450 | $12.9M | 4.72% | +80+0.2% | Added |
| Swan Global Investments, LLC | 34,410 | $12.8M | 0.59% | +32,156+1,426.6% | Added |
| Lifeworks Advisors, LLC | 34,359 | $12.8M | 1.34% | +10,696+45.2% | Added |
| BankPlus Trust Department | 34,352 | $12.8M | 3.00% | +1,024+3.1% | Added |
| TrueWealth Financial Partners | 34,294 | $12.8M | 5.29% | −7,052−17.1% | Reduced |
| Central Pacific Bank - Trust Division | 34,284 | $12.8M | 1.30% | −11,102−24.5% | Reduced |
| Bank Hapoalim BM | 34,242 | $12.8M | 0.87% | +5,077+17.4% | Added |
| Richards, Merrill & Peterson, Inc. | 34,125 | $12.7M | 4.04% | +2,444+7.7% | Added |
| Kinsale Capital Group, Inc. | 34,042 | $12.7M | 1.68% | +2,985+9.6% | Added |
| Argonautica Private Wealth Management, Inc | 34,036 | $12.7M | 3.10% | −206−0.6% | Reduced |
| Legacy Edge Advisors, LLC | 34,028 | $12.7M | 1.17% | −36−0.1% | Reduced |
| Sloy Dahl & Holst, LLC | 34,028 | $12.7M | 1.57% | +1,377+4.2% | Added |
| Rakuten Securities, Inc. | 34,013 | $12.7M | 2.95% | +15,759+86.3% | Added |
| CORDA Investment Management, LLC. | 34,011 | $12.7M | 0.78% | +3,135+10.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 33,991 | $12.7M | 0.63% | −2,046−5.7% | Reduced |
| Telos Capital Management, Inc. | 33,964 | $12.7M | 1.12% | +844+2.5% | Added |
| VeraBank, N.A. | 33,962 | $12.7M | 2.10% | −2,395−6.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 33,958 | $12.7M | 3.14% | −1,705−4.8% | Reduced |
| Argos Wealth Advisors, LLC | 33,952 | $12.7M | 3.35% | +3,759+12.4% | Added |
| Marks Group Wealth Management, Inc | 33,921 | $12.7M | 1.10% | −4,144−10.9% | Reduced |
| RPg Family Wealth Advisory, LLC | 33,820 | $12.6M | 2.10% | +11,242+49.8% | Added |
| Roman Butler Fullerton & Co | 32,239 | $12.6M | 3.01% | −173−0.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 33,784 | $12.6M | 1.40% | −489−1.4% | Reduced |
| FSM Wealth Advisors, LLC | 33,780 | $12.6M | 1.35% | +4,550+15.6% | Added |
| Jacobson & Schmitt Advisors, LLC | 33,766 | $12.6M | 2.06% | −9,453−21.9% | Reduced |
| Bedel Financial Consulting, Inc. | 33,756 | $12.6M | 1.21% | +52+0.2% | Added |
| SGL Investment Advisors, Inc. | 24,859 | $12.6M | 4.34% | +1,041+4.4% | Added |
| KPP Advisory Services LLC | 33,642 | $12.5M | 1.59% | −647−1.9% | Reduced |
| SOA Wealth Advisors, LLC. | 102,203 | $12.5M | 2.11% | +25,426+33.1% | Added |