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 |
|---|---|---|---|---|---|
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 33,575 | $12.5M | 3.90% | −153−0.5% | Reduced |
| Biltmore Family Office, LLC | 33,518 | $12.5M | 1.64% | −740−2.2% | Reduced |
| Laurel Oak Wealth Management, LLC | 33,509 | $12.5M | 1.82% | −167−0.5% | Reduced |
| RWM Asset Management, LLC | 26,866 | $12.5M | 1.76% | −14,815−35.5% | Reduced |
| Citizens Business Bank | 33,371 | $12.4M | 1.87% | −39−0.1% | Reduced |
| Ervin Investment Management, LLC | 33,354 | $12.4M | 6.76% | +234+0.7% | Added |
| Delaney Dennis R | 33,351 | $12.4M | 3.96% | −132−0.4% | Reduced |
| Palumbo Wealth Management LLC | 33,335 | $12.4M | 2.63% | +9,917+42.3% | Added |
| Harbour Investment Management LLC | 33,331 | $12.4M | 6.42% | −405−1.2% | Reduced |
| Louisbourg Investments Inc. | 41,327 | $12.4M | 2.29% | −1,493−3.5% | Reduced |
| San Luis Wealth Advisors LLC | 33,304 | $12.4M | 1.87% | +4,412+15.3% | Added |
| Acumen Wealth Advisors, LLC | 33,240 | $12.4M | 2.63% | −4,303−11.5% | Reduced |
| Once Capital Management, LLC | 33,200 | $12.4M | 2.43% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 33,166 | $12.4M | 0.59% | +1,897+6.1% | Added |
| Green Harvest Asset Management LLC | 33,161 | $12.4M | 0.15% | +2,862+9.4% | Added |
| Tulsa Wealth Advisors, INC | 33,111 | $12.4M | 1.74% | +2,487+8.1% | Added |
| RV Capital GmbH | 33,100 | $12.3M | 3.22% | +7,880+31.2% | Added |
| Ar Asset Management Inc | 33,098 | $12.3M | 2.26% | 00.0% | Unchanged |
| Builder Investment Group Inc | 33,095 | $12.3M | 2.45% | +271+0.8% | Added |
| Saranac Partners Ltd | 33,123 | $12.3M | 3.96% | +4,335+15.1% | Added |
| Chatham Capital Group, Inc. | 33,006 | $12.3M | 1.57% | −627−1.9% | Reduced |
| Group One Trading, L.P. | 32,986 | $12.3M | 0.35% | −501−1.5% | Reduced |
| Old Point Trust & Financial Services N A | 32,957 | $12.3M | 3.73% | +706+2.2% | Added |
| Main Street Financial Solutions, LLC | 32,945 | $12.3M | 0.79% | +3,117+10.4% | Added |
| Raab & Moskowitz Asset Management LLC | 32,910 | $12.3M | 2.47% | −162−0.5% | Reduced |
| TRUE Private Wealth Advisors | 32,876 | $12.3M | 1.06% | +1,184+3.7% | Added |
| Greater Midwest Financial Group, LLC | 32,872 | $12.3M | 6.11% | +677+2.1% | Added |
| Leelyn Smith, LLC | 32,799 | $12.2M | 1.49% | +1,883+6.1% | Added |
| Muhlenkamp & Co Inc | 32,776 | $12.2M | 3.54% | −161−0.5% | Reduced |
| S.E.E.D. Planning Group LLC | 32,764 | $12.2M | 3.23% | −735−2.2% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 32,719 | $12.2M | 3.73% | +2,010+6.5% | Added |
| Hartford Financial Management Inc. | 32,702 | $12.2M | 2.72% | +2,141+7.0% | Added |
| Cornerstone Advisory, LLC | 32,678 | $12.2M | 1.01% | −743−2.2% | Reduced |
| Glass Wealth Management Co LLC | 32,613 | $12.2M | 4.07% | +511+1.6% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 32,605 | $12.2M | 0.52% | +19,534+149.4% | Added |
| Boit C F David | 32,604 | $12.2M | 5.12% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 26,129 | $12.1M | 2.47% | −797−3.0% | Reduced |
| JNBA Financial Advisors | 32,543 | $12.1M | 0.92% | −77−0.2% | Reduced |
| Interchange Capital Partners, LLC | 32,455 | $12.1M | 2.28% | +7,682+31.0% | Added |
| BNC Wealth Management, LLC | 32,412 | $12.1M | 2.92% | +19+0.1% | Added |
| Retirement Solution Inc. | 32,396 | $12.1M | 2.36% | +8,477+35.4% | Added |
| Tyche Wealth Partners LLC | 32,378 | $12.1M | 1.70% | −2,039−5.9% | Reduced |
| Dudley Capital Management, LLC | 32,363 | $12.1M | 4.83% | +300+0.9% | Added |
| TCI Wealth Advisors, Inc. | 32,359 | $12.1M | 0.52% | +1,872+6.1% | Added |
| Sawyer & Company, Inc | 32,358 | $12.1M | 4.05% | +4,178+14.8% | Added |
| Capricorn Fund Managers Ltd | 32,343 | $12.1M | 0.96% | 00.0% | Unchanged |
| Founders Capital Management | 32,285 | $12.0M | 5.21% | −186−0.6% | Reduced |
| NovaPoint Capital, LLC | 32,225 | $12.0M | 2.50% | +1,440+4.7% | Added |
| Chronos Wealth Management, LLC | 32,175 | $12.0M | 5.33% | +446+1.4% | Added |
| Garrett Investment Advisors LLC | 32,106 | $12.0M | 0.87% | +403+1.3% | Added |
| Alpha Family Trust | 32,070 | $12.0M | 4.81% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 32,062 | $12.0M | 5.34% | −97−0.3% | Reduced |
| Ketron Financial | 32,056 | $12.0M | 3.71% | −3,994−11.1% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 32,040 | $12.0M | 4.06% | −2,354−6.8% | Reduced |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | 32,027 | $11.9M | 3.20% | −55,236−63.3% | Reduced |
| Seven Grand Managers, LLC | 32,000 | $11.9M | 0.48% | −39,000−54.9% | Reduced |
| Birch Capital Management, LLC | 31,984 | $11.9M | 5.83% | +374+1.2% | Added |
| Round Rock Advisors, LLC | 31,894 | $11.9M | 1.53% | +55+0.2% | Added |
| Oarsman Capital, Inc. | 31,877 | $11.9M | 1.26% | +1,181+3.8% | Added |
| 3Chopt Investment Partners, LLC | 31,783 | $11.9M | 2.23% | +4,891+18.2% | Added |
| GKV Capital Management Co., Inc. | 31,771 | $11.9M | 3.82% | −88−0.3% | Reduced |
| Knightsbridge Asset Management, LLC | 31,576 | $11.8M | 1.55% | −890−2.7% | Reduced |
| EagleClaw Capital Managment, LLC | 31,573 | $11.8M | 1.58% | +3,449+12.3% | Added |
| Point72 Asset Management, L.P. | 31,522 | $11.8M | 0.02% | −319,122−91.0% | Reduced |
| Asset Dedication, LLC | 31,388 | $11.7M | 0.74% | −447−1.4% | Reduced |
| Childress Capital Advisors, LLC | 31,363 | $11.7M | 1.92% | −785−2.4% | Reduced |
| Kensington Investment Counsel, LLC | 31,349 | $11.7M | 5.08% | +1,106+3.7% | Added |
| Carroll Investors, Inc | 31,356 | $11.7M | 5.00% | +60+0.2% | Added |
| Allen Capital Group, LLC | 31,240 | $11.7M | 0.96% | −647−2.0% | Reduced |
| Walter Public Investments Inc. | 31,239 | $11.7M | 2.80% | −6,417−17.0% | Reduced |
| Monument Capital Management | 31,231 | $11.6M | 2.34% | +702+2.3% | Added |
| Magnus Financial Group LLC | 31,211 | $11.6M | 0.82% | +1,508+5.1% | Added |
| Buttonwood Financial Advisors Inc. | 31,133 | $11.6M | 3.53% | +4,401+16.5% | Added |
| Financial Security Advisor, Inc. | 31,131 | $11.6M | 1.89% | −254−0.8% | Reduced |
| Carnegie Lake Advisors LLC | 31,089 | $11.6M | 4.32% | +1,530+5.2% | Added |
| Glassy Mountain Advisors, Inc. | 31,072 | $11.6M | 3.17% | +639+2.1% | Added |
| World Equity Group, Inc. | 31,025 | $11.6M | 2.59% | +20+0.1% | Added |
| Oxler Private Wealth LLC | 31,000 | $11.6M | 3.30% | −269−0.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 30,974 | $11.6M | 2.59% | +763+2.5% | Added |
| Compass Financial Management LLC | 26,170 | $11.6M | 1.41% | +26,170 | New |
| McDonald Partners LLC | 30,962 | $11.5M | 2.81% | −5,632−15.4% | Reduced |
| Northern Lights Advisors, Inc. | 30,925 | $11.5M | 6.28% | +7,433+31.6% | Added |
| Eurizon SLJ Capital Ltd | 30,876 | $11.5M | 4.25% | +3,097+11.1% | Added |
| Hendley & Co Inc | 30,866 | $11.5M | 4.07% | −12,035−28.1% | Reduced |
| Buckhead Capital Management LLC | 30,822 | $11.5M | 3.94% | −18−0.1% | Reduced |
| Rockbridge Capital Management LLC | 30,805 | $11.5M | 7.53% | −44−0.1% | Reduced |
| Chancellor Financial Group WB LP | 30,780 | $11.5M | 7.11% | +1,910+6.6% | Added |
| LTS One Management LP | 30,725 | $11.5M | 4.80% | −3,300−9.7% | Reduced |
| American Trust | 30,664 | $11.4M | 0.88% | +429+1.4% | Added |
| Lighthouse Investment Partners, LLC | 30,661 | $11.4M | 0.36% | −15,111−33.0% | Reduced |
| Financial Network Wealth Management LLC | 30,611 | $11.4M | 3.24% | −114−0.4% | Reduced |
| Northwest Bancshares, Inc. | 30,570 | $11.4M | 2.05% | +1,107+3.8% | Added |
| Curbstone Financial Management Corp | 30,528 | $11.4M | 1.94% | +8,400+38.0% | Added |
| Old Port Advisors | 30,522 | $11.4M | 2.25% | −108−0.4% | Reduced |
| White Pine Capital LLC | 30,462 | $11.4M | 2.68% | −427−1.4% | Reduced |
| Ignite Planners, LLC | 30,454 | $11.4M | 1.56% | −368−1.2% | Reduced |
| Shikiar Asset Management Inc | 30,435 | $11.4M | 2.87% | −180−0.6% | Reduced |
| State of Wyoming | 30,409 | $11.3M | 1.15% | +17,134+129.1% | Added |
| Hollow Brook Wealth Management LLC | 30,399 | $11.3M | 2.26% | +82+0.3% | Added |
| Am Investment Strategies LLC | 30,398 | $11.3M | 2.18% | −576−1.9% | Reduced |