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 |
|---|---|---|---|---|---|
| Pinkerton Retirement Specialists, LLC | 23,432 | $8.67M | 0.74% | +1,696+7.8% | Added |
| Arq Wealth Advisors, LLC | 22,202 | $8.67M | 1.07% | −2,777−11.1% | Reduced |
| Madison Wealth Partners, Inc | 23,220 | $8.66M | 1.10% | +3,998+20.8% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 23,211 | $8.66M | 5.19% | −7,998−25.6% | Reduced |
| Dillon & Associates Inc | 23,204 | $8.65M | 1.06% | +2,609+12.7% | Added |
| Aspen Investment Management Inc | 23,195 | $8.65M | 2.33% | +414+1.8% | Added |
| Breakwater Capital Group | 23,177 | $8.65M | 1.04% | −5,528−19.3% | Reduced |
| Range Advisory, LLC | 23,157 | $8.64M | 1.03% | +8,245+55.3% | Added |
| Ayrshire Capital Management LLC | 23,150 | $8.64M | 4.04% | −1,819−7.3% | Reduced |
| Concentrum Wealth Management | 23,149 | $8.64M | 2.07% | −175−0.8% | Reduced |
| Riverview Capital Advisers, LLC | 23,104 | $8.62M | 2.47% | −325−1.4% | Reduced |
| Purkiss Capital Advisors LLC | 23,091 | $8.61M | 3.28% | −153−0.7% | Reduced |
| Centric Wealth Management | 20,794 | $8.60M | 1.34% | 00.0% | Unchanged |
| OceanIQ Capital, LLC | 17,018 | $8.57M | 5.25% | +17,018 | New |
| Blodgett Wealth Advisors, LLC | 22,969 | $8.57M | 5.74% | +123+0.5% | Added |
| New Republic Capital, LLC | 22,953 | $8.56M | 1.97% | +5,177+29.1% | Added |
| Summa Corp. | 22,948 | $8.56M | 2.69% | +227+1.0% | Added |
| Graybill Bartz & Assoc Ltd | 22,933 | $8.55M | 2.30% | −324−1.4% | Reduced |
| RIHO Partners, LLC | 22,931 | $8.55M | 4.81% | −1,309−5.4% | Reduced |
| Secure Asset Management, LLC | 22,923 | $8.55M | 1.20% | −961−4.0% | Reduced |
| Blackhawk Capital Partners LLC. | 22,914 | $8.55M | 2.79% | +1,669+7.9% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 22,873 | $8.53M | 1.93% | −21−0.1% | Reduced |
| Stablepoint Partners, LLC | 22,861 | $8.53M | 1.18% | −130−0.6% | Reduced |
| Solstein Capital, LLC | 22,846 | $8.52M | 2.92% | −85−0.4% | Reduced |
| Compass Capital Corp | 16,916 | $8.50M | 2.77% | −472−2.7% | Reduced |
| Focused Wealth Management, Inc | 22,779 | $8.50M | 0.75% | +1,954+9.4% | Added |
| Lederer & Associates Investment Counsel | 22,759 | $8.49M | 5.59% | +189+0.8% | Added |
| Clear Wave Wealth Management LLC | 22,756 | $8.49M | 1.89% | +705+3.2% | Added |
| Harbor Advisory Corp | 22,750 | $8.49M | 2.27% | +730+3.3% | Added |
| SBI Okasan Asset Management Co.Ltd. | 23,023 | $8.49M | 0.28% | −269−1.2% | Reduced |
| Blue Edge Capital, LLC | 22,682 | $8.46M | 1.02% | −131−0.6% | Reduced |
| Wealth Management Partners, LLC | 22,681 | $8.46M | 1.99% | +1,115+5.2% | Added |
| AMJ Financial Wealth Management | 22,839 | $8.45M | 2.00% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 21,962 | $8.44M | 1.66% | −8,168−27.1% | Reduced |
| Cox Capital Mgt LLC | 22,610 | $8.43M | 4.69% | +2,669+13.4% | Added |
| Aurora Investment Managers, LLC. | 22,603 | $8.43M | 5.16% | +583+2.6% | Added |
| CCG Wealth Management, LLC | 22,598 | $8.43M | 1.96% | +1,305+6.1% | Added |
| Trust Co of Kansas | 22,575 | $8.42M | 4.32% | +986+4.6% | Added |
| Notis-McConarty Edward | 22,516 | $8.40M | 3.63% | +839+3.9% | Added |
| Graham Capital Management, L.P. | 22,479 | $8.39M | 0.22% | −3,791−14.4% | Reduced |
| Fulcrum Wealth Advisors, LLC | 22,471 | $8.38M | 6.40% | +1,642+7.9% | Added |
| Main Street Group, LTD | 22,468 | $8.38M | 1.95% | −878−3.8% | Reduced |
| Corsair Capital Management, L.P. | 22,460 | $8.38M | 1.05% | −984−4.2% | Reduced |
| TBH Global Asset Management, LLC | 22,404 | $8.36M | 1.53% | +205+0.9% | Added |
| Security National Bank of Sioux City Iowa | 22,364 | $8.34M | 3.42% | +5,905+35.9% | Added |
| Highview Capital Management LLC | 22,315 | $8.32M | 2.40% | +1,734+8.4% | Added |
| Sonoma Private Wealth LLC | 22,313 | $8.32M | 8.94% | −1,756−7.3% | Reduced |
| Cim Investment Mangement Inc | 22,281 | $8.31M | 1.99% | −939−4.0% | Reduced |
| Ramirez Asset Management, Inc. | 22,270 | $8.31M | 0.87% | +5,888+35.9% | Added |
| Keating Financial Advisory Services, Inc. | 22,270 | $8.31M | 1.09% | +1,788+8.7% | Added |
| Markowski Investments | 22,269 | $8.31M | 1.83% | +22,269 | New |
| SHP Wealth Management | 22,265 | $8.31M | 0.57% | −1,130−4.8% | Reduced |
| Tandem Capital Management Corp | 22,215 | $8.29M | 3.48% | −500−2.2% | Reduced |
| Abel Hall, LLC | 22,194 | $8.28M | 1.43% | +6,347+40.1% | Added |
| High Note Wealth, LLC | 22,176 | $8.27M | 1.41% | −143−0.6% | Reduced |
| Magnolia Capital Advisors LLC | 22,161 | $8.27M | 1.42% | +695+3.2% | Added |
| Pictet Bank & Trust Ltd | 22,238 | $8.26M | 8.86% | +1,374+6.6% | Added |
| Yukon Wealth Management, Inc. | 22,139 | $8.26M | 2.36% | +17,299+357.4% | Added |
| Pines Wealth Management, LLC | 22,137 | $8.26M | 2.38% | −195−0.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 22,099 | $8.24M | 1.86% | +3,671+19.9% | Added |
| Lincluden Management Ltd | 22,093 | $8.24M | 0.81% | +89+0.4% | Added |
| Intellectus Partners, LLC | 22,053 | $8.23M | 1.42% | +1,072+5.1% | Added |
| Advanced Asset Management Advisors Inc | 22,049 | $8.22M | 2.16% | −20.0% | Reduced |
| Byrne Financial Freedom, LLC | 22,012 | $8.21M | 3.21% | +1,148+5.5% | Added |
| Atlanta Consulting Group Advisors, LLC | 21,978 | $8.20M | 1.30% | +909+4.3% | Added |
| Aristides Capital LLC | 21,977 | $8.20M | 2.10% | +1,640+8.1% | Added |
| Income Insurance Ltd | 21,940 | $8.18M | 4.88% | +400+1.9% | Added |
| Hixon Zuercher, LLC | 21,938 | $8.18M | 2.40% | +4,558+26.2% | Added |
| Marshall Investment Management, LLC | 21,931 | $8.18M | 3.40% | +1,732+8.6% | Added |
| O'Brien Greene & Co. Inc | 21,930 | $8.18M | 2.26% | −74−0.3% | Reduced |
| Penbrook Management LLC | 21,920 | $8.18M | 5.22% | −325−1.5% | Reduced |
| Fortress Private Ledger, LLC | 21,914 | $8.17M | 2.23% | +498+2.3% | Added |
| Summerhill Capital Management lnc. | 21,887 | $8.16M | 6.52% | +4,746+27.7% | Added |
| Karani Asset Management LLC | 21,877 | $8.16M | 5.92% | +723+3.4% | Added |
| Next Century Growth Investors LLC | 21,862 | $8.15M | 0.43% | −8,142−27.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 16,108 | $8.15M | 3.30% | +373+2.4% | Added |
| Elefante Mark B | 21,836 | $8.15M | 3.51% | +2,640+13.8% | Added |
| StrongBox Wealth, LLC | 21,817 | $8.14M | 2.32% | −414−1.9% | Reduced |
| EPG Wealth Management LLC | 21,812 | $8.14M | 1.95% | +59+0.3% | Added |
| Union Heritage Capital, LLC | 21,796 | $8.13M | 2.76% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 21,792 | $8.13M | 2.46% | +4,231+24.1% | Added |
| Aft, Forsyth & Sober, LLC | 21,950 | $8.13M | 2.54% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 21,778 | $8.12M | 0.74% | −221−1.0% | Reduced |
| Westwood Wealth Management | 21,778 | $8.12M | 2.35% | −2,283−9.5% | Reduced |
| Lakehouse Capital Pty Ltd | 21,773 | $8.12M | 8.98% | 00.0% | Unchanged |
| Sylvest Advisors, LLC | 21,770 | $8.12M | 3.66% | +1,847+9.3% | Added |
| Mount Vernon Associates Inc | 21,760 | $8.12M | 5.29% | −1,005−4.4% | Reduced |
| FLC Capital Advisors | 21,751 | $8.11M | 1.33% | +839+4.0% | Added |
| Cumberland Advisors Inc | 21,745 | $8.11M | 2.86% | +365+1.7% | Added |
| Outlook Capital Management, LLC | 21,668 | $8.11M | 2.62% | +21,668 | New |
| Octavia Wealth Advisors, LLC | 21,711 | $8.10M | 0.70% | +1,291+6.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 20,928 | $8.09M | 2.42% | +172+0.8% | Added |
| Artemis Investment Management LLP | 21,647 | $8.07M | 0.07% | −24,749−53.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 21,618 | $8.07M | 2.14% | +1,019+4.9% | Added |
| Groupe des Assurances du Credit Mutuel | 21,560 | $8.04M | 100.00% | −72,040−77.0% | Reduced |
| Tempus Wealth Planning, LLC | 21,552 | $8.04M | 1.57% | +237+1.1% | Added |
| Independent Solutions Wealth Management, LLC | 21,540 | $8.03M | 1.05% | −3,904−15.3% | Reduced |
| Sherman Porfolios, LLC | 21,698 | $8.03M | 0.63% | −248−1.1% | Reduced |
| KWMG, LLC | 21,531 | $8.03M | 0.58% | +518+2.5% | Added |
| GSG Advisors LLC | 21,530 | $8.03M | 1.77% | −787−3.5% | Reduced |