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 |
|---|---|---|---|---|---|
| Eukles Asset Management | 25,438 | $9.49M | 3.91% | −720−2.8% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 25,419 | $9.48M | 3.73% | −3,101−10.9% | Reduced |
| Tiemann Investment Advisors, LLC | 25,410 | $9.48M | 3.43% | −580−2.2% | Reduced |
| Bull Harbor Capital LLC | 25,400 | $9.47M | 1.85% | +9,077+55.6% | Added |
| Crown Wealth Group, LLC | 25,392 | $9.47M | 2.41% | +1,304+5.4% | Added |
| Lynch Asset Management, Inc. | 25,375 | $9.47M | 2.59% | −50−0.2% | Reduced |
| Mendel Money Management | 25,357 | $9.46M | 3.46% | +3,046+13.7% | Added |
| OMC Financial Services LTD | 25,353 | $9.46M | 3.13% | +13+0.1% | Added |
| Settian Capital LP | 25,350 | $9.46M | 6.08% | 00.0% | Unchanged |
| Enhancing Capital LLC | 25,319 | $9.44M | 6.49% | +211+0.8% | Added |
| BKM Wealth Management, LLC | 25,316 | $9.44M | 3.34% | +966+4.0% | Added |
| Brick & Kyle, Associates | 25,502 | $9.44M | 3.12% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 25,291 | $9.43M | 1.15% | +5,706+29.1% | Added |
| Henson-Edgewater Management, LLC | 19,151 | $9.43M | 4.91% | +68+0.4% | Added |
| Howard Financial Services, Ltd. | 25,262 | $9.42M | 0.94% | −463−1.8% | Reduced |
| JFS Wealth Advisors, LLC | 25,230 | $9.41M | 0.47% | −716−2.8% | Reduced |
| Vectors Research Management, LLC | 25,223 | $9.41M | 2.46% | −508−2.0% | Reduced |
| LDIC Inc. | 25,133 | $9.38M | 5.87% | +25,133 | New |
| Turn8 Private Wealth Inc. | 22,110 | $9.36M | 6.24% | +3,708+20.1% | Added |
| Tred Avon Family Wealth, LLC | 25,058 | $9.35M | 2.86% | −120−0.5% | Reduced |
| Lantz Financial LLC | 25,040 | $9.34M | 1.71% | −702−2.7% | Reduced |
| Cascades Capital Asset Management, LLC | 25,039 | $9.34M | 3.45% | −1,527−5.7% | Reduced |
| LCNB Corp | 25,008 | $9.33M | 2.86% | −46−0.2% | Reduced |
| Rubicon Global Capital Ltd | 25,000 | $9.33M | 3.42% | 00.0% | Unchanged |
| Octahedron Capital Management L.P. | 25,000 | $9.33M | 4.77% | +25,000 | New |
| Sentinus, LLC | 24,987 | $9.32M | 0.74% | +3,335+15.4% | Added |
| Arista Wealth Management, LLC | 24,924 | $9.30M | 1.00% | +1,044+4.4% | Added |
| Orca Investment Management, LLC | 24,920 | $9.30M | 6.75% | −1,420−5.4% | Reduced |
| Allied Private Wealth LLC | 24,134 | $9.25M | 5.93% | +24,134 | New |
| Goodman Advisory Group, LLC | 24,763 | $9.24M | 2.12% | +1,815+7.9% | Added |
| Trust Co of Oklahoma | 24,719 | $9.22M | 2.37% | −1,079−4.2% | Reduced |
| Mandatum Life Insurance Co Ltd | 24,711 | $9.22M | 1.71% | +2,747+12.5% | Added |
| Prudent Man Advisors, LLC | 24,696 | $9.21M | 2.11% | +2,463+11.1% | Added |
| Huntleigh Advisors, Inc. | 24,680 | $9.21M | 1.29% | −171−0.7% | Reduced |
| Revisor Wealth Management LLC | 24,679 | $9.21M | 2.21% | +782+3.3% | Added |
| Integrated Investment Consultants, LLC | 24,595 | $9.17M | 1.81% | +229+0.9% | Added |
| Titleist Asset Management, LLC | 24,556 | $9.16M | 0.62% | −1,815−6.9% | Reduced |
| Breakwater Investment Management | 24,486 | $9.13M | 3.11% | −488−2.0% | Reduced |
| Clark Asset Management, LLC | 24,485 | $9.13M | 0.72% | −257−1.0% | Reduced |
| Greenline Partners, LLC | 24,437 | $9.12M | 0.93% | +2,391+10.8% | Added |
| Barton Investment Management | 24,416 | $9.11M | 1.23% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 24,414 | $9.11M | 2.92% | +2,786+12.9% | Added |
| Wisconsin Capital Management LLC | 24,414 | $9.11M | 4.32% | +599+2.5% | Added |
| Capula Management Ltd | 24,393 | $9.10M | 0.04% | −27,765−53.2% | Reduced |
| Peregrine Asset Advisers, Inc. | 24,390 | $9.10M | 1.97% | −62−0.3% | Reduced |
| Hourglass Capital, LLC | 24,271 | $9.05M | 1.78% | +100.0% | Added |
| Ethos Financial Group, LLC | 23,493 | $9.05M | 0.61% | −352−1.5% | Reduced |
| All Terrain Financial Advisors, LLC | 24,248 | $9.04M | 1.90% | +5,838+31.7% | Added |
| Liberty Capital Management, Inc. | 24,235 | $9.04M | 1.55% | +24,235 | New |
| Fort Point Capital Partners LLC | 24,194 | $9.02M | 0.97% | +2,705+12.6% | Added |
| Adirondack Trust Co | 24,183 | $9.02M | 2.69% | +409+1.7% | Added |
| Ring Mountain Capital, LLC | 24,172 | $9.02M | 3.78% | −216−0.9% | Reduced |
| Leisure Capital Management | 24,164 | $9.01M | 2.81% | +159+0.7% | Added |
| Sava Penzisko Drushtvo A.D. Skopje | 182,281 | $9.01M | 2.77% | +153,830+540.7% | Added |
| West Family Investments, Inc. | 24,135 | $9.00M | 2.61% | +5,016+26.2% | Added |
| Stoneridge Investment Partners LLC | 19,329 | $8.98M | 5.89% | +321+1.7% | Added |
| Fiduciary Family Office, LLC | 24,078 | $8.98M | 2.25% | +2,394+11.0% | Added |
| Botty Investors LLC | 24,067 | $8.98M | 1.90% | −914−3.7% | Reduced |
| Titan Wealth (CI) Ltd | 24,053 | $8.97M | 3.33% | +3,820+18.9% | Added |
| MJP Associates Inc | 24,038 | $8.97M | 0.98% | −2,969−11.0% | Reduced |
| Xxi Wealth, LLC | 24,002 | $8.95M | 4.11% | +1,413+6.3% | Added |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 23,993 | $8.95M | 5.69% | +3,367+16.3% | Added |
| TB Capital Gestao de Recursos Ltda. | 23,926 | $8.92M | 4.88% | −4,080−14.6% | Reduced |
| Advocate Group LLC | 23,926 | $8.92M | 1.34% | +2,205+10.2% | Added |
| Hartford Funds Management Co LLC | 23,910 | $8.92M | 0.71% | +795+3.4% | Added |
| Everpar Advisors LLC | 23,898 | $8.91M | 2.54% | −1,498−5.9% | Reduced |
| Wimmer Associates 1, LLC | 23,896 | $8.91M | 4.03% | −823−3.3% | Reduced |
| Decker Wealth Management LLC | 23,878 | $8.91M | 1.89% | +835+3.6% | Added |
| Marathon Capital Management | 23,877 | $8.91M | 1.80% | +1,167+5.1% | Added |
| Eastover Investment Advisors LLC | 23,870 | $8.90M | 3.51% | +1,532+6.9% | Added |
| Cardiff Park Advisors, LLC | 23,862 | $8.90M | 0.69% | −30−0.1% | Reduced |
| Mezzasalma Advisors, LLC | 23,850 | $8.90M | 1.79% | +456+1.9% | Added |
| Allegheny Financial Group LTD | 23,828 | $8.89M | 0.94% | +373+1.6% | Added |
| Compton Wealth Advisory Group, LLC | 23,119 | $8.88M | 1.79% | −80−0.3% | Reduced |
| Arta Finance Wealth Management LLC | 23,811 | $8.88M | 3.80% | +4,177+21.3% | Added |
| Papamarkou Wellner Asset Management inc. | 23,984 | $8.88M | 5.57% | 00.0% | Unchanged |
| Peterson Wealth Management | 23,724 | $8.85M | 4.12% | +11,381+92.2% | Added |
| B&L Asset Management LLC | 23,694 | $8.84M | 3.05% | +1,418+6.4% | Added |
| United Bank | 23,689 | $8.84M | 2.69% | −1,535−6.1% | Reduced |
| Fairfield, Bush & Co. | 23,686 | $8.84M | 4.34% | −165−0.7% | Reduced |
| Drucker Wealth 3.0, LLC | 23,684 | $8.83M | 1.40% | −607−2.5% | Reduced |
| Aventura Private Wealth, LLC | 23,661 | $8.83M | 2.71% | +463+2.0% | Added |
| Cambridge Financial Group, Inc. | 23,657 | $8.82M | 3.07% | +5,225+28.3% | Added |
| LOM Asset Management Ltd | 23,651 | $8.82M | 2.28% | +354+1.5% | Added |
| Midland Wealth Advisors LLC | 23,646 | $8.82M | 0.41% | −510−2.1% | Reduced |
| Piscataqua Savings Bank | 23,604 | $8.80M | 5.94% | −2,987−11.2% | Reduced |
| Lesa Sroufe & Co | 23,584 | $8.80M | 6.27% | −1,220−4.9% | Reduced |
| Canton Hathaway, LLC | 23,557 | $8.79M | 1.68% | −300−1.3% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 23,525 | $8.78M | 5.24% | −18,156−43.6% | Reduced |
| Wealth Advisory Solutions, LLC | 23,516 | $8.77M | 1.80% | +3,994+20.5% | Added |
| MSH Capital Advisors LLC | 23,508 | $8.77M | 1.53% | +2,802+13.5% | Added |
| Forte Asset Management LLC | 23,436 | $8.74M | 3.57% | −82−0.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 23,422 | $8.74M | 1.26% | +1,991+9.3% | Added |
| Atlas Brown,Inc. | 23,402 | $8.73M | 2.34% | +230+1.0% | Added |
| Helium Advisors LLC | 23,398 | $8.73M | 7.25% | −739−3.1% | Reduced |
| Cascade Financial Partners, LLC | 23,392 | $8.73M | 0.76% | +277+1.2% | Added |
| Frisch Financial Group, Inc. | 23,372 | $8.72M | 1.50% | −2,355−9.2% | Reduced |
| First PREMIER Bank | 23,348 | $8.71M | 1.41% | −243−1.0% | Reduced |
| Barbara Oil Co. | 23,220 | $8.70M | 2.93% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 23,272 | $8.68M | 2.70% | +2,355+11.3% | Added |