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 |
|---|---|---|---|---|---|
| Hamel Associates, Inc. | 21,522 | $8.03M | 2.21% | +440+2.1% | Added |
| Providence Wealth Advisors, LLC | 20,632 | $8.02M | 4.73% | −369−1.8% | Reduced |
| Zimmer Partners, LP | 21,500 | $8.02M | 0.19% | 00.0% | Unchanged |
| Diligent Investors, LLC | 21,489 | $8.02M | 1.79% | +36+0.2% | Added |
| Seizert Capital Partners, LLC | 21,405 | $7.98M | 0.33% | +5,954+38.5% | Added |
| LCM Capital Management Inc | 21,398 | $7.98M | 3.49% | +313+1.5% | Added |
| Titiun Yejiel | 21,393 | $7.98M | 6.94% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 21,388 | $7.98M | 2.90% | +4,902+29.7% | Added |
| LaSalle St. Investment Advisors, LLC | 21,384 | $7.98M | 0.97% | +93+0.4% | Added |
| Willow Creek Capital Management, Inc. | 21,376 | $7.97M | 7.74% | +21,376 | New |
| Arvest Investments, Inc. | 21,351 | $7.96M | 0.96% | +2,527+13.4% | Added |
| Investment Research & Advisory Group, Inc. | 21,313 | $7.95M | 2.47% | +105+0.5% | Added |
| Autumn Glory Partners, LLC | 21,310 | $7.95M | 2.25% | +10,261+92.9% | Added |
| Eagle Capital Management, LLC | 21,304 | $7.95M | 2.71% | −82−0.4% | Reduced |
| Advisors Preferred, LLC | 20,350 | $7.95M | 1.23% | −1,390−6.4% | Reduced |
| Cottage Street Advisors LLC | 21,169 | $7.94M | 3.07% | −1,179−5.3% | Reduced |
| Park Place Capital Corp | 21,290 | $7.94M | 1.26% | +3,920+22.6% | Added |
| Pinnacle Bancorp, Inc. | 21,278 | $7.94M | 2.06% | −100.0% | Reduced |
| Lakeshore Financial Planning, Inc. | 21,272 | $7.94M | 2.55% | +481+2.3% | Added |
| Berkeley, Inc | 21,272 | $7.93M | 2.49% | +299+1.4% | Added |
| Family Capital Trust Co | 21,272 | $7.93M | 2.58% | +10,230+92.6% | Added |
| Altfest L J & Co Inc | 21,240 | $7.92M | 0.77% | −3,801−15.2% | Reduced |
| Forum Finance Group S.A. | 26,266 | $7.92M | 2.85% | +9,559+57.2% | Added |
| St. Johns Investment Management Company, LLC | 21,223 | $7.92M | 2.99% | +827+4.1% | Added |
| Synergy Financial Group, LTD | 21,205 | $7.91M | 5.69% | −3,291−13.4% | Reduced |
| Red Spruce Capital, LLC | 21,199 | $7.91M | 2.76% | +5,967+39.2% | Added |
| SmartHarvest Portfolios, LLC | 21,156 | $7.89M | 2.55% | −18−0.1% | Reduced |
| First Command Advisory Services, Inc. | 21,136 | $7.88M | 0.05% | −4,717−18.2% | Reduced |
| Summit Financial Strategies, Inc. | 21,133 | $7.88M | 0.55% | +31+0.1% | Added |
| Baker Tilly Wealth Management, LLC | 21,120 | $7.88M | 1.69% | +1,650+8.5% | Added |
| Wealth Architects, LLC | 21,111 | $7.87M | 0.62% | +488+2.4% | Added |
| Cromwell Holdings LLC | 21,093 | $7.87M | 3.53% | +555+2.7% | Added |
| Palogic Value Management, L.P. | 21,091 | $7.87M | 2.79% | +5,450+34.8% | Added |
| MW Advisory, LLC | 21,088 | $7.87M | 3.14% | +21,088 | New |
| Stiles Financial Services Inc | 21,084 | $7.86M | 1.98% | +1,836+9.5% | Added |
| Red Cedar Investment Management, LLC | 21,078 | $7.86M | 0.74% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 21,075 | $7.86M | 0.76% | +434+2.1% | Added |
| SWP Investment Management LLC | 21,041 | $7.85M | 5.42% | +780+3.8% | Added |
| Dimension Capital Management LLC | 21,038 | $7.85M | 0.92% | +8,353+65.8% | Added |
| Studio Investment Management LLC | 21,031 | $7.84M | 1.33% | +151+0.7% | Added |
| Rainier Family Wealth Inc | 21,017 | $7.84M | 4.46% | −571−2.6% | Reduced |
| Beacon Financial Group | 20,982 | $7.83M | 0.71% | +832+4.1% | Added |
| Z3 Capital Partners, LLC | 20,967 | $7.82M | 1.64% | +1,671+8.7% | Added |
| Burford Brothers, Inc. | 20,893 | $7.79M | 2.86% | +666+3.3% | Added |
| Centerpoint Advisors, LLC | 20,868 | $7.78M | 2.21% | −115−0.5% | Reduced |
| Charles Schwab Trust Co | 20,852 | $7.78M | 0.43% | +193+0.9% | Added |
| Alaethes Wealth LLC | 20,849 | $7.78M | 2.26% | −43−0.2% | Reduced |
| Legato Capital Management LLC | 20,846 | $7.78M | 0.64% | −263−1.2% | Reduced |
| Cherokee Insurance Co | 20,825 | $7.77M | 3.00% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 20,797 | $7.76M | 1.49% | +305+1.5% | Added |
| Catherine Avery Investment Management LLC | 20,780 | $7.75M | 3.39% | +13,761+196.1% | Added |
| Redmond Asset Management, LLC | 20,777 | $7.75M | 1.93% | −834−3.9% | Reduced |
| Jericho Financial, LLP | 20,750 | $7.74M | 4.01% | +586+2.9% | Added |
| Waterfront Wealth Inc. | 20,059 | $7.72M | 1.20% | +3,395+20.4% | Added |
| Abacus Planning Group, Inc. | 20,707 | $7.72M | 0.95% | −797−3.7% | Reduced |
| Weaver Capital Management LLC | 20,862 | $7.72M | 1.70% | 00.0% | Unchanged |
| Eos Management, L.P. | 20,696 | $7.72M | 3.06% | 00.0% | Unchanged |
| Bizma Investimentos Ltda | 20,675 | $7.71M | 2.39% | 00.0% | Unchanged |
| Exeter Financial, LLC | 20,662 | $7.71M | 2.95% | +1,481+7.7% | Added |
| Norway Savings Bank | 20,652 | $7.70M | 3.23% | +823+4.2% | Added |
| Amarillo National Bank | 20,650 | $7.70M | 1.23% | +52+0.3% | Added |
| Concentric Capital Strategies, LP | 20,641 | $7.70M | 0.47% | −2,318−10.1% | Reduced |
| Insight Wealth Strategies, LLC | 20,025 | $7.70M | 0.75% | +1,376+7.4% | Added |
| Financial Planning Hawaii, Inc. | 20,621 | $7.69M | 4.13% | +496+2.5% | Added |
| Orographic Financial Advisors, LLC | 15,594 | $7.68M | 5.08% | +117+0.8% | Added |
| Gardner Lewis Asset Management L P | 20,579 | $7.68M | 1.71% | −7,060−25.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 20,529 | $7.66M | 3.44% | +2,145+11.7% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 20,516 | $7.65M | 2.54% | +4,256+26.2% | Added |
| Socorro Asset Management LP | 20,509 | $7.65M | 3.43% | +656+3.3% | Added |
| Palmer Knight Co | 20,504 | $7.65M | 2.94% | −504−2.4% | Reduced |
| Luma Capital S.A. - SPF | 20,500 | $7.65M | 6.82% | 00.0% | Unchanged |
| Alteri Wealth LLC | 20,490 | $7.64M | 2.11% | +1,176+6.1% | Added |
| 626 Financial, LLC | 20,426 | $7.62M | 2.98% | +250+1.2% | Added |
| Raelipskie Partnership | 20,422 | $7.62M | 2.88% | +978+5.0% | Added |
| Martin Capital Partners, LLC | 20,412 | $7.61M | 2.80% | +331+1.6% | Added |
| Sittner & Nelson, LLC | 20,390 | $7.61M | 2.39% | +325+1.6% | Added |
| Nellore Capital Management LLC | 20,388 | $7.61M | 0.84% | −16,312−44.4% | Reduced |
| Triangle Securities Wealth Management | 20,364 | $7.60M | 1.51% | −1,556−7.1% | Reduced |
| Royal Capital Wealth Management, LLC | 20,340 | $7.59M | 4.26% | −71−0.3% | Reduced |
| Martin & Co Inc | 20,330 | $7.58M | 1.18% | +71+0.4% | Added |
| Uncommon Cents Investing LLC | 20,311 | $7.58M | 1.64% | −50.0% | Reduced |
| Horizon Investment Services, LLC | 20,304 | $7.57M | 2.11% | +418+2.1% | Added |
| Onefund, LLC | 20,241 | $7.55M | 4.28% | −189−0.9% | Reduced |
| Boltwood Capital Management | 20,229 | $7.55M | 1.73% | +937+4.9% | Added |
| DeDora Capital, Inc. | 20,225 | $7.54M | 1.64% | +1,442+7.7% | Added |
| Marino, Stram & Associates LLC | 20,207 | $7.54M | 1.20% | +184+0.9% | Added |
| Summit Asset Management, LLC | 20,206 | $7.54M | 0.97% | −62−0.3% | Reduced |
| Trust Co of the South | 20,173 | $7.52M | 1.06% | +489+2.5% | Added |
| Gold Investment Management Ltd. | 20,157 | $7.52M | 2.04% | +62+0.3% | Added |
| Intrua Financial, LLC | 20,153 | $7.52M | 0.71% | +348+1.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 20,148 | $7.52M | 4.25% | +427+2.2% | Added |
| Sweeney & Michel, LLC | 15,027 | $7.51M | 1.97% | −308−2.0% | Reduced |
| Second Line Capital, LLC | 20,122 | $7.51M | 1.40% | +929+4.8% | Added |
| Koenig Investment Advisory, LLC | 20,110 | $7.50M | 5.83% | −13−0.1% | Reduced |
| Griffith & Werner, Inc. | 20,092 | $7.50M | 3.51% | +2,020+11.2% | Added |
| First County Bank | 20,082 | $7.49M | 3.52% | +2,027+11.2% | Added |
| Keudell/Morrison Wealth Management | 20,062 | $7.48M | 1.41% | +120+0.6% | Added |
| Walkner Condon Financial Advisors LLC | 20,060 | $7.48M | 0.86% | −75−0.4% | Reduced |
| WealthBridge Investment Counsel Inc. | 20,051 | $7.48M | 2.00% | +155+0.8% | Added |
| Aldebaran Capital, LLC | 20,044 | $7.48M | 5.62% | −310−1.5% | Reduced |