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 |
|---|---|---|---|---|---|
| Drive Wealth Management, LLC | 30,380 | $11.3M | 2.02% | +563+1.9% | Added |
| Sonata Capital Group Inc | 30,356 | $11.3M | 3.65% | +21+0.1% | Added |
| Patrick Mauro Investment Advisor, INC. | 30,298 | $11.3M | 5.68% | +5,934+24.4% | Added |
| TownSquare Capital, LLC | 30,268 | $11.3M | 2.08% | −126−0.4% | Reduced |
| Berbice Capital Management LLC | 30,221 | $11.3M | 5.84% | +438+1.5% | Added |
| Stableford Capital II LLC | 30,202 | $11.3M | 3.90% | +1,201+4.1% | Added |
| Anchyra Partners LLC | 30,159 | $11.2M | 2.70% | −1,340−4.3% | Reduced |
| Trinity Legacy Partners, LLC | 28,022 | $11.2M | 2.25% | +2,546+10.0% | Added |
| Drexel Morgan & Co. | 30,129 | $11.2M | 1.56% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 30,034 | $11.2M | 8.13% | −810−2.6% | Reduced |
| Garrison Point Advisors, LLC | 30,003 | $11.2M | 4.54% | −519−1.7% | Reduced |
| Lineweaver Wealth Advisors, LLC | 30,002 | $11.2M | 1.33% | +3,173+11.8% | Added |
| Founders Financial Securities LLC | 29,938 | $11.2M | 0.57% | −3,287−9.9% | Reduced |
| Pine Haven Investment Counsel, Inc | 29,928 | $11.2M | 7.50% | −60−0.2% | Reduced |
| Okabena Investment Services Inc | 29,864 | $11.1M | 1.99% | −5,044−14.4% | Reduced |
| Privium Fund Management (UK) Ltd | 30,200 | $11.1M | 4.63% | +3,000+11.0% | Added |
| MV Capital Management, Inc. | 29,806 | $11.1M | 0.99% | +345+1.2% | Added |
| Quadcap Wealth Management, LLC | 29,768 | $11.1M | 1.08% | +236+0.8% | Added |
| Vanguard National Trust Co | 29,706 | $11.1M | 0.60% | +232+0.8% | Added |
| Wynn Capital, LLC | 29,684 | $11.1M | 4.94% | +226+0.8% | Added |
| Capital Advisors Wealth Management, LLC | 29,655 | $11.1M | 1.30% | +1,177+4.1% | Added |
| Wealth Management Associates, Inc. | 29,476 | $11.0M | 3.03% | +8,034+37.5% | Added |
| Pacifica Partners Inc. | 28,191 | $11.0M | 3.31% | +631+2.3% | Added |
| Hodges Capital Management Inc. | 29,435 | $11.0M | 0.73% | +1,043+3.7% | Added |
| HWG Holdings LP | 29,427 | $11.0M | 2.48% | +4,260+16.9% | Added |
| Loudon Investment Management, LLC | 29,416 | $11.0M | 5.39% | +1,921+7.0% | Added |
| Sterling Investment Advisors, Ltd. | 29,406 | $11.0M | 1.83% | +515+1.8% | Added |
| Northstar Asset Management LLC | 28,723 | $11.0M | 2.07% | −182−0.6% | Reduced |
| 11 Capital Partners LP | 29,387 | $11.0M | 3.21% | −19,246−39.6% | Reduced |
| Kapitalo Investimentos Ltda | 29,335 | $10.9M | 0.86% | −9,415−24.3% | Reduced |
| Myriad Asset Management Advisors LLC | 29,330 | $10.9M | 2.58% | −681−2.3% | Reduced |
| Stanley-Laman Group, Ltd. | 29,242 | $10.9M | 1.11% | −115−0.4% | Reduced |
| NWK Group, Inc. | 29,240 | $10.9M | 3.36% | +113+0.4% | Added |
| Rayburn West Financial Services LLC | 29,125 | $10.9M | 6.01% | +1,624+5.9% | Added |
| Zweig-DiMenna Associates LLC | 29,200 | $10.9M | 0.99% | +1,350+4.8% | Added |
| Ducere Wealth Management LLC | 29,159 | $10.9M | 3.27% | +3,401+13.2% | Added |
| Citizens & Northern Corp | 29,135 | $10.9M | 2.48% | −525−1.8% | Reduced |
| Bank of New Hampshire | 29,122 | $10.9M | 2.27% | −555−1.9% | Reduced |
| Stonebrook Private Inc. | 29,117 | $10.9M | 1.98% | −900−3.0% | Reduced |
| JB Capital LLC | 29,115 | $10.9M | 0.38% | −1,961−6.3% | Reduced |
| Tempo Wealth, LLC | 29,110 | $10.9M | 1.61% | +2,936+11.2% | Added |
| Crews Bank & Trust | 29,080 | $10.8M | 1.42% | −78−0.3% | Reduced |
| John G Ullman & Associates Inc | 29,080 | $10.8M | 1.32% | +45+0.2% | Added |
| WealthShield Partners, LLC | 29,078 | $10.8M | 1.66% | −5,362−15.6% | Reduced |
| Colonial River Wealth Management, LLC | 29,071 | $10.8M | 3.08% | +1,676+6.1% | Added |
| Beutel, Goodman & Co Ltd. | 29,057 | $10.8M | 0.08% | −495−1.7% | Reduced |
| Westside Investment Management, Inc. | 29,049 | $10.8M | 1.42% | +737+2.6% | Added |
| CMT Capital Markets Trading GmbH | 29,036 | $10.8M | 5.67% | +16,012+122.9% | Added |
| Alta Advisers Ltd | 29,011 | $10.8M | 2.45% | +197+0.7% | Added |
| Silver Oak Securities, Inc | 28,997 | $10.8M | 0.66% | +183+0.6% | Added |
| Maia Wealth LLC | 28,939 | $10.8M | 1.59% | +3,077+11.9% | Added |
| Key Financial Inc | 28,910 | $10.8M | 1.77% | +239+0.8% | Added |
| Cito Capital Group, LLC | 28,847 | $10.8M | 2.91% | +1,000+3.6% | Added |
| Concord Investment Counsel Inc. | 30,114 | $10.7M | 2.93% | +1,255+4.3% | Added |
| Beacon Investment Advisors LLC | 28,755 | $10.7M | 3.37% | +19+0.1% | Added |
| Harbour Capital Advisors, LLC | 27,838 | $10.7M | 1.95% | −97−0.3% | Reduced |
| Wealth Preservation Advisors, LLC | 28,699 | $10.7M | 6.10% | +5,946+26.1% | Added |
| WealthTrust Axiom LLC | 28,637 | $10.7M | 2.39% | −399−1.4% | Reduced |
| Maniro Ltd | 28,625 | $10.7M | 2.40% | +15,283+114.5% | Added |
| Penn Davis McFarland Inc | 28,611 | $10.7M | 0.95% | +237+0.8% | Added |
| Excalibur Management Corp | 28,594 | $10.7M | 3.51% | +2,986+11.7% | Added |
| Waddell & Associates, LLC | 28,582 | $10.7M | 0.53% | +568+2.0% | Added |
| Reuter James Wealth Management, LLC | 28,515 | $10.6M | 1.40% | −710−2.4% | Reduced |
| Chesapeake Wealth Management | 28,489 | $10.6M | 2.98% | +286+1.0% | Added |
| Parker Investment Management, LLC | 28,465 | $10.6M | 1.28% | −1,998−6.6% | Reduced |
| Triasima Portfolio Management inc. | 28,430 | $10.6M | 1.43% | −372−1.3% | Reduced |
| Chickasaw Capital Management LLC | 28,390 | $10.6M | 0.38% | +200+0.7% | Added |
| Mattson Financial Services, LLC | 26,391 | $10.6M | 2.22% | −2,187−7.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 28,374 | $10.6M | 1.59% | +918+3.3% | Added |
| Elevatus Welath Management | 28,340 | $10.6M | 2.57% | +4,573+19.2% | Added |
| Bank Ozk | 28,250 | $10.5M | 3.13% | +1,578+5.9% | Added |
| Regent Peak Wealth Advisors LLC | 28,225 | $10.5M | 1.95% | +276+1.0% | Added |
| CacheTech Inc. | 28,216 | $10.5M | 1.70% | +2,883+11.4% | Added |
| Nikulski Financial, Inc. | 28,206 | $10.5M | 2.27% | +845+3.1% | Added |
| First Pacific Financial | 28,183 | $10.5M | 1.25% | +7,527+36.4% | Added |
| FWL Investment Management, LLC | 28,144 | $10.5M | 1.93% | −8,878−24.0% | Reduced |
| Chaney Capital Management, Inc. | 28,142 | $10.5M | 3.30% | +224+0.8% | Added |
| Heathbridge Capital Management Ltd. | 28,140 | $10.5M | 3.59% | −15−0.1% | Reduced |
| Ellevest, Inc. | 28,290 | $10.5M | 1.24% | +1,857+7.0% | Added |
| First Commonwealth Financial Corp | 28,102 | $10.5M | 1.47% | +3,228+13.0% | Added |
| Apriem Advisors | 28,101 | $10.5M | 0.91% | −1,345−4.6% | Reduced |
| Souders Financial Advisors | 28,090 | $10.5M | 1.05% | +203+0.7% | Added |
| CVA Family Office, LLC | 28,073 | $10.5M | 0.95% | −518−1.8% | Reduced |
| Nadler Financial Group, Inc. | 28,041 | $10.5M | 0.89% | −428−1.5% | Reduced |
| LFG Wealth Partners, LLC | 27,977 | $10.4M | 4.89% | +2,337+9.1% | Added |
| Raub Brock Capital Management LP | 27,958 | $10.4M | 2.87% | −6,000−17.7% | Reduced |
| Wormser Freres Gestion | 27,191 | $10.4M | 5.89% | +1,036+4.0% | Added |
| RB Capital Management, LLC | 27,919 | $10.4M | 2.04% | −51−0.2% | Reduced |
| AIMZ Investment Advisors, LLC | 27,896 | $10.4M | 2.86% | −50−0.2% | Reduced |
| Consolidated Investment Group LLC | 27,884 | $10.4M | 0.90% | 00.0% | Unchanged |
| Hardy Reed LLC | 27,831 | $10.4M | 0.67% | −79−0.3% | Reduced |
| Redwood Investment Management, LLC | 27,765 | $10.4M | 1.03% | +996+3.7% | Added |
| Van Den Berg Management I, Inc | 27,758 | $10.4M | 2.19% | +262+1.0% | Added |
| Linden Thomas Advisory Services, LLC | 27,747 | $10.4M | 0.84% | +60.0% | Added |
| Harmony Asset Management LLC | 27,745 | $10.3M | 2.78% | −2,367−7.9% | Reduced |
| Essex Savings Bank | 27,716 | $10.3M | 2.24% | +494+1.8% | Added |
| LRI Investments, LLC | 53,986 | $10.3M | 0.83% | +1,261+2.4% | Added |
| Cornerstone Enterprises, LLC | 27,676 | $10.3M | 4.71% | −40−0.1% | Reduced |
| Great Diamond Partners, LLC | 27,596 | $10.3M | 1.77% | −892−3.1% | Reduced |
| Victrix Investment Advisors | 27,595 | $10.3M | 4.32% | +4,955+21.9% | Added |