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: 29 institutions have reported holding MSFT so far. See Q3 2026
- Institutional holders
- 6,249
- +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
- 3,211 more added
- Sold out
- 134
- 2,446 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 |
|---|---|---|---|---|---|
| Highline Wealth Partners LLC | 27,580 | $10.3M | 2.10% | +191+0.7% | Added |
| Parus Finance (UK) Ltd | 27,572 | $10.3M | 2.68% | −1,553−5.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 27,487 | $10.3M | 2.30% | −1,422−4.9% | Reduced |
| Blume Capital Management, Inc. | 27,474 | $10.2M | 1.52% | +3,272+13.5% | Added |
| Meridian Investment Counsel Inc. | 27,458 | $10.2M | 2.20% | −481−1.7% | Reduced |
| Capital Performance Advisors LLP | 27,458 | $10.2M | 0.66% | −9,498−25.7% | Reduced |
| Ellsworth Advisors, LLC | 25,878 | $10.2M | 1.68% | +6,186+31.4% | Added |
| Carderock Capital Management Inc | 27,435 | $10.2M | 2.25% | +507+1.9% | Added |
| IFC Advisors LLC | 27,421 | $10.2M | 1.30% | +545+2.0% | Added |
| Peak Planning Group, LLC | 27,395 | $10.2M | 2.31% | −446−1.6% | Reduced |
| Redhawk Wealth Advisors, Inc. | 27,381 | $10.2M | 1.01% | +2,593+10.5% | Added |
| TRB Wealth Management, LLC | 27,373 | $10.2M | 1.36% | −3,133−10.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 27,352 | $10.2M | 3.90% | +524+2.0% | Added |
| Sagewood Asset Management LP | 27,333 | $10.2M | 2.31% | +529+2.0% | Added |
| Elgethun Capital Management | 27,304 | $10.2M | 1.42% | +564+2.1% | Added |
| Financial Sense Advisors, Inc. | 27,293 | $10.2M | 2.00% | +15,139+124.6% | Added |
| Hengehold Capital Management LLC | 27,199 | $10.1M | 0.79% | +1,172+4.5% | Added |
| Concord Asset Management, LLC | 27,147 | $10.1M | 1.57% | −3,847−12.4% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 27,145 | $10.1M | 2.03% | −197−0.7% | Reduced |
| Wolverine Asset Management LLC | 27,126 | $10.1M | 0.13% | +823+3.1% | Added |
| Spence Asset Management | 27,121 | $10.1M | 2.40% | −37,597−58.1% | Reduced |
| HBW Advisory Services LLC | 27,028 | $10.1M | 0.91% | +457+1.7% | Added |
| Cary Street Partner Investment Advisory LLC | 26,972 | $10.1M | 2.04% | +2,528+10.3% | Added |
| Paragon Advisors, LLC | 26,970 | $10.1M | 2.11% | +931+3.6% | Added |
| Radnor Capital Management, LLC | 26,950 | $10.1M | 1.41% | +29+0.1% | Added |
| Johns Hopkins University | 26,947 | $10.1M | 0.67% | +26,947 | New |
| Windle Wealth, LLC | 26,912 | $10.0M | 4.03% | +1,412+5.5% | Added |
| West Michigan Advisors, LLC | 26,883 | $10.0M | 1.91% | −1,445−5.1% | Reduced |
| Hoertkorn Richard Charles | 26,872 | $10.0M | 6.72% | +284+1.1% | Added |
| Keystone Financial Planning, Inc. | 26,868 | $10.0M | 2.58% | 00.0% | Unchanged |
| Boyer & Corporon Wealth Management, LLC | 26,841 | $10.0M | 2.93% | +128+0.5% | Added |
| Argyle Capital Management Inc. | 26,840 | $10.0M | 2.88% | +85+0.3% | Added |
| Newman Dignan & Sheerar, Inc. | 26,810 | $10.0M | 1.91% | −205−0.8% | Reduced |
| Slagle Financial, LLC | 26,801 | $10.0M | 2.99% | +7,730+40.5% | Added |
| Enterprise Financial Services Corp | 26,793 | $9.99M | 4.08% | −241−0.9% | Reduced |
| HHM Wealth Advisors, LLC | 26,765 | $9.98M | 1.00% | +1,869+7.5% | Added |
| MBL Wealth, LLC | 26,738 | $9.97M | 0.68% | −722−2.6% | Reduced |
| Rare Wolf Capital LLC | 26,731 | $9.97M | 6.41% | +573+2.2% | Added |
| Atlas Wealth LLC | 26,697 | $9.96M | 1.42% | −877−3.2% | Reduced |
| Armstrong Advisory Group, Inc | 26,691 | $9.96M | 0.61% | −835−3.0% | Reduced |
| Tradewinds Capital Management, LLC | 26,673 | $9.95M | 1.77% | +1,126+4.4% | Added |
| McGinn Investment Management, Inc. | 26,656 | $9.94M | 6.05% | −141−0.5% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 26,651 | $9.94M | 2.97% | +5,156+24.0% | Added |
| Ami Investment Management Inc | 26,573 | $9.91M | 2.11% | +1,929+7.8% | Added |
| Marathon Wealth Advisors LLC | 26,552 | $9.90M | 3.39% | +1,081+4.2% | Added |
| Harbor Advisors LLC | 26,500 | $9.89M | 1.24% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 26,472 | $9.88M | 1.74% | −3,812−12.6% | Reduced |
| Regatta Capital Group, LLC | 26,462 | $9.87M | 1.33% | +891+3.5% | Added |
| Councilmark Asset Management, LLC | 26,442 | $9.86M | 5.22% | +52+0.2% | Added |
| Waystone Advisors LLC | 26,392 | $9.84M | 7.34% | +185+0.7% | Added |
| McDonough Capital Management, Inc | 26,372 | $9.84M | 4.92% | −943−3.5% | Reduced |
| Center for Financial Planning, Inc. | 26,365 | $9.83M | 0.92% | −98−0.4% | Reduced |
| Harrington Investments, INC | 26,357 | $9.83M | 4.76% | −201−0.8% | Reduced |
| Prelude Capital Management, LLC | 26,345 | $9.83M | 0.72% | +12,076+84.6% | Added |
| BCS Private Wealth Management, Inc. | 26,332 | $9.82M | 2.96% | −5,883−18.3% | Reduced |
| Menlo Advisors LLC | 26,282 | $9.80M | 4.30% | −105−0.4% | Reduced |
| Greenfield Savings Bank | 26,238 | $9.79M | 3.71% | −136−0.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 26,202 | $9.77M | 0.74% | −208−0.8% | Reduced |
| Revolve Wealth Partners, LLC | 26,190 | $9.77M | 1.02% | +1,083+4.3% | Added |
| Smith, Moore & Co. | 26,161 | $9.76M | 0.63% | −410−1.5% | Reduced |
| McHugh Group, LLC | 26,108 | $9.74M | 4.98% | −49−0.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 26,109 | $9.74M | 0.66% | +11,679+80.9% | Added |
| Stony Point Wealth Management Inc. | 26,083 | $9.73M | 3.44% | −4,822−15.6% | Reduced |
| Ballast Advisors LLC | 26,062 | $9.72M | 2.32% | +133+0.5% | Added |
| Consolidated Capital Management, LLC | 25,989 | $9.69M | 2.59% | +194+0.8% | Added |
| Greenspring Advisors, LLC | 25,974 | $9.69M | 0.54% | +1,444+5.9% | Added |
| Evanson Financial, LLC | 25,963 | $9.68M | 0.48% | +25,963 | New |
| Beck Capital Management, LLC | 25,954 | $9.68M | 1.78% | −65−0.2% | Reduced |
| Atlas Legacy Advisors, LLC | 24,770 | $9.68M | 1.43% | +4,957+25.0% | Added |
| Atwater Malick LLC | 25,928 | $9.67M | 2.11% | +1,821+7.6% | Added |
| Mitchell Sinkler & Starr | 25,903 | $9.66M | 4.02% | +248+1.0% | Added |
| Agate Pass Investment Management, LLC | 25,850 | $9.64M | 3.56% | −1,210−4.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 25,828 | $9.63M | 4.59% | +795+3.2% | Added |
| Cambria Investment Management, L.P. | 25,827 | $9.63M | 0.48% | +12,515+94.0% | Added |
| Parisi Gray Wealth Management | 25,811 | $9.63M | 1.98% | −355−1.4% | Reduced |
| Cane Capital Partners, LLC | 25,800 | $9.62M | 3.87% | −3,250−11.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 25,800 | $9.62M | 2.25% | −17−0.1% | Reduced |
| Proactive Wealth Strategies LLC | 25,783 | $9.62M | 1.54% | +2,795+12.2% | Added |
| Herald Investment Management Ltd | 25,800 | $9.62M | 1.30% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 25,777 | $9.62M | 1.79% | +366+1.4% | Added |
| Buffalo Business & Estate Services Ltd | – | $9.61M | 1.21% | – | – |
| McAdam, LLC | 25,744 | $9.60M | 0.37% | +1,758+7.3% | Added |
| Windward Capital Management Co | 25,705 | $9.59M | 0.73% | +203+0.8% | Added |
| Dumac, Inc. | 25,702 | $9.59M | 0.87% | +25,702 | New |
| D'Orazio & Associates, Inc. | 25,699 | $9.59M | 1.11% | +130+0.5% | Added |
| Canopy Partners, LLC | 25,671 | $9.58M | 2.88% | +437+1.7% | Added |
| Fusion Capital, LLC | 25,649 | $9.57M | 2.22% | +2,014+8.5% | Added |
| Dynasty Wealth Management, LLC | 25,596 | $9.55M | 0.07% | −15,169−37.2% | Reduced |
| Q Capital Solutions | 25,590 | $9.55M | 4.60% | +11,985+88.1% | Added |
| Cypress Wealth Services, LLC | 25,579 | $9.54M | 1.17% | −113−0.4% | Reduced |
| MEMBERS Trust Co | 25,555 | $9.53M | 0.30% | −630−2.4% | Reduced |
| Prestige Wealth Management Group LLC | 25,555 | $9.53M | 1.73% | +1,386+5.7% | Added |
| White Pine Investment CO | 25,547 | $9.53M | 2.03% | −309−1.2% | Reduced |
| Sentry LLC | 25,518 | $9.52M | 2.66% | +28+0.1% | Added |
| Valley Brook Capital Group | 25,511 | $9.52M | 5.40% | +296+1.2% | Added |
| Cambridge Advisors Inc. | 25,493 | $9.51M | 1.63% | −2,144−7.8% | Reduced |
| IMA Wealth, Inc. | 25,488 | $9.51M | 0.59% | +3,210+14.4% | Added |
| Dutch Asset Corp | 25,479 | $9.50M | 4.73% | +9,541+59.9% | Added |
| DV Equities, LLC | 25,442 | $9.49M | 1.38% | +25,442 | New |
| Schneider Downs Wealth Management Advisors, LP | 25,438 | $9.49M | 0.89% | +12,731+100.2% | Added |