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 |
|---|---|---|---|---|---|
| Dempze Nancy E | 19,983 | $7.45M | 3.57% | +1,029+5.4% | Added |
| Seeds Investor LLC | 19,974 | $7.45M | 0.77% | +776+4.0% | Added |
| Integral Investment Advisors, Inc. | 19,965 | $7.45M | 1.64% | +2,344+13.3% | Added |
| Bender Robert & Associates | 19,960 | $7.45M | 1.55% | +264+1.3% | Added |
| Strong Retirement Solutions LLC | 19,959 | $7.45M | 4.46% | +1,766+9.7% | Added |
| Bangor Savings Bank | 19,876 | $7.41M | 0.55% | +743+3.9% | Added |
| Anb Bank | 19,870 | $7.41M | 2.77% | −563−2.8% | Reduced |
| Investment Partners, Ltd. | 19,817 | $7.39M | 2.31% | −404−2.0% | Reduced |
| Accretive Wealth Partners, LLC | 19,814 | $7.39M | 1.80% | +674+3.5% | Added |
| Thrive Wealth Management, LLC | 19,809 | $7.39M | 0.95% | +104+0.5% | Added |
| Financial Strategies Group, Inc. | 18,556 | $7.38M | 1.18% | +339+1.9% | Added |
| First Community Trust NA | 19,784 | $7.38M | 3.33% | +325+1.7% | Added |
| Resolute Wealth Strategies, LLC | 19,784 | $7.38M | 2.86% | −714−3.5% | Reduced |
| Prosperity Financial Group, Inc. | 19,767 | $7.37M | 2.29% | +83+0.4% | Added |
| Abacus Wealth Partners, LLC | 19,735 | $7.36M | 0.77% | −8,595−30.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 19,725 | $7.36M | 3.98% | −90−0.5% | Reduced |
| Bernard Wealth Management Corp. | 19,674 | $7.34M | 2.71% | −140−0.7% | Reduced |
| Bouvel Investment Partners, LLC | 19,674 | $7.34M | 1.66% | −270−1.4% | Reduced |
| RD Finance Ltd | 19,664 | $7.33M | 7.24% | 00.0% | Unchanged |
| Boxwood Ventures, Inc. | 19,890 | $7.33M | 4.38% | 00.0% | Unchanged |
| Aviso Wealth Management | 19,643 | $7.33M | 2.88% | +429+2.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 19,618 | $7.32M | 1.65% | −48−0.2% | Reduced |
| Townsend Asset Management Corp | 19,604 | $7.31M | 2.34% | +105+0.5% | Added |
| Virtue Capital Management, LLC | 19,554 | $7.29M | 0.97% | +593+3.1% | Added |
| Onyx Bridge Wealth Group LLC | 19,541 | $7.29M | 0.66% | +265+1.4% | Added |
| Global Financial Private Client, LLC | 19,540 | $7.29M | 1.98% | +1,547+8.6% | Added |
| B & T Capital Management DBA Alpha Capital Management | 19,518 | $7.28M | 0.95% | −192−1.0% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 19,499 | $7.27M | 1.76% | −558−2.8% | Reduced |
| North Growth Management Ltd. | 19,000 | $7.27M | 0.93% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 19,482 | $7.27M | 2.45% | −308−1.6% | Reduced |
| Bridgewealth Advisory Group, LLC | 19,476 | $7.27M | 1.37% | +18+0.1% | Added |
| Archer Investment Corp | 19,471 | $7.26M | 1.39% | +1,957+11.2% | Added |
| First City Capital Management, Inc. | 19,466 | $7.26M | 3.53% | +39+0.2% | Added |
| Emerald Advisors, LLC | 19,457 | $7.26M | 0.91% | +967+5.2% | Added |
| COFG Advisors, LLC | 19,455 | $7.26M | 1.25% | +3,490+21.9% | Added |
| Fairbanks Capital Management, Inc. | 19,447 | $7.25M | 4.30% | −201−1.0% | Reduced |
| IKE Capital, LLC | 19,440 | $7.25M | 3.81% | −1,191−5.8% | Reduced |
| Adams Wealth Management | 19,388 | $7.23M | 1.38% | +1,740+9.9% | Added |
| Pring Turner Capital Group Inc | 14,464 | $7.23M | 4.14% | +5,173+55.7% | Added |
| Principal Street Partners, LLC | 19,361 | $7.22M | 1.06% | −574−2.9% | Reduced |
| Bennett Selby Investments LP | 19,359 | $7.22M | 2.31% | +194+1.0% | Added |
| Chemistry Wealth Management LLC | 19,353 | $7.22M | 1.16% | −90−0.5% | Reduced |
| Integrity Advisory Solutions, LLC | 19,325 | $7.21M | 0.74% | +2,196+12.8% | Added |
| JPL Wealth Management, LLC | 19,306 | $7.20M | 1.43% | −15−0.1% | Reduced |
| Spirit of America Management Corp | 19,299 | $7.20M | 1.36% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 19,292 | $7.20M | 1.17% | −676−3.4% | Reduced |
| Schear Investment Advisers, LLC | 19,290 | $7.20M | 2.41% | −23−0.1% | Reduced |
| Liberty Wealth Management LLC | 19,425 | $7.19M | 0.90% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 19,272 | $7.19M | 3.83% | −257−1.3% | Reduced |
| McKinney Capital Management, LLC | 19,266 | $7.19M | 2.83% | +2,466+14.7% | Added |
| Sculati Wealth Management, LLC | 18,191 | $7.16M | 2.39% | −154−0.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 19,195 | $7.16M | 1.88% | −323−1.7% | Reduced |
| Weiss Asset Management LP | 19,194 | $7.16M | 0.08% | +19,194 | New |
| Arsenal Capital Advisors LLC | 19,188 | $7.16M | 4.22% | +54+0.3% | Added |
| Cercano Management LLC | 19,163 | $7.15M | 0.95% | −589,162−96.8% | Reduced |
| LBMC Investment Advisors, LLC | 19,159 | $7.15M | 0.39% | +1,856+10.7% | Added |
| Gerald Baker Financial Group LLC | 19,146 | $7.14M | 2.03% | +11+0.1% | Added |
| 1776 Wealth LLC | 19,140 | $7.14M | 2.52% | +414+2.2% | Added |
| Castlefield Investment Partners LLP | 19,139 | $7.14M | 4.85% | −1,118−5.5% | Reduced |
| Daybright Advisory Services, Inc. | 15,355 | $7.14M | 1.70% | −3,391−18.1% | Reduced |
| Alexander Labrunerie & Co., Inc. | 19,122 | $7.13M | 2.50% | −549−2.8% | Reduced |
| CastleKnight Management LP | 19,120 | $7.13M | 0.26% | +11,700+157.7% | Added |
| Tortuga Wealth Management, Inc | 19,102 | $7.13M | 5.41% | +1,189+6.6% | Added |
| Prentiss Smith & Co Inc | 19,091 | $7.12M | 3.91% | +558+3.0% | Added |
| WP Advisors, LLC | 19,088 | $7.12M | 1.72% | +1,010+5.6% | Added |
| Holistic Planning, LLC | 19,084 | $7.12M | 1.11% | +1,603+9.2% | Added |
| Firetrail Investments Pty Ltd | 19,160 | $7.10M | 2.00% | +19,160 | New |
| Joseph Group Capital Management | 19,040 | $7.10M | 1.49% | +1,124+6.3% | Added |
| Hudson Canyon Capital Management | 19,022 | $7.10M | 3.80% | −636−3.2% | Reduced |
| Banco de Sabadell, S.A | 19,015 | $7.09M | 4.16% | +221+1.2% | Added |
| Bluegrass Capital Partners LP | 19,000 | $7.09M | 4.60% | −25,000−56.8% | Reduced |
| Adelphi Trust Co | 18,991 | $7.08M | 4.70% | +1,611+9.3% | Added |
| Private Management Group Inc | 18,974 | $7.08M | 0.19% | +3,071+19.3% | Added |
| Byrne Asset Management LLC | 18,971 | $7.08M | 3.85% | −1,216−6.0% | Reduced |
| Pettee Investors, Inc. | 18,962 | $7.07M | 3.48% | −50−0.3% | Reduced |
| Fairvoy Private Wealth, LLC | 18,954 | $7.07M | 1.43% | +1,835+10.7% | Added |
| Security National Bank of So Dak | 18,949 | $7.07M | 3.26% | −2,151−10.2% | Reduced |
| Florida Financial Advisors, LLC | 18,925 | $7.06M | 1.19% | −1,158−5.8% | Reduced |
| Parkside Investments, LLC | 18,909 | $7.05M | 0.78% | −1,664−8.1% | Reduced |
| Fire Capital Management LLC | 18,903 | $7.05M | 2.87% | +2,851+17.8% | Added |
| GSB Wealth Management, LLC | 18,902 | $7.05M | 1.42% | +2,384+14.4% | Added |
| QTR Family Wealth, LLC | 18,888 | $7.05M | 2.45% | +560+3.1% | Added |
| Headland Capital, LLC | 18,870 | $7.04M | 1.74% | +869+4.8% | Added |
| Almanack Investment Partners, LLC. | 18,859 | $7.03M | 0.90% | +10,746+132.5% | Added |
| RIA Advisory Group LLC | 18,842 | $7.03M | 1.56% | +340+1.8% | Added |
| NWF Advisory Services Inc. | 18,837 | $7.03M | 0.66% | −359−1.9% | Reduced |
| Trail Ridge Investment Advisors, LLC | 18,831 | $7.02M | 2.97% | −3,615−16.1% | Reduced |
| Navellier & Associates Inc | 18,830 | $7.02M | 0.56% | +1,095+6.2% | Added |
| Victory Financial Group, LLC | 18,818 | $7.02M | 0.74% | +491+2.7% | Added |
| Family Legacy, Inc. | 18,807 | $7.02M | 1.87% | −10−0.1% | Reduced |
| Graphene Investments SAS | 18,800 | $7.01M | 4.08% | +3,000+19.0% | Added |
| Corecam AG | 18,779 | $7.01M | 5.98% | +5,372+40.1% | Added |
| NewSquare Capital LLC | 18,771 | $7.00M | 0.52% | +1,380+7.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 18,770 | $7.00M | 1.88% | −612−3.2% | Reduced |
| Peoples Financial Services Corp. | 18,735 | $6.99M | 3.02% | −269−1.4% | Reduced |
| Central Valley Advisors, LLC | 18,730 | $6.99M | 1.79% | −900−4.6% | Reduced |
| Bank of Stockton | 18,700 | $6.98M | 1.96% | −1,059−5.4% | Reduced |
| Schrum Private Wealth Management LLC | 15,715 | $6.98M | 7.17% | −1,412−8.2% | Reduced |
| Tobam | 18,700 | $6.97M | 1.69% | −477−2.5% | Reduced |
| Mountain Hill Investment Partners Corp. | 18,689 | $6.97M | 3.95% | +432+2.4% | Added |