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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Titan Investment Management LLC | 18,684 | $6.97M | 5.16% | −137−0.7% | Reduced |
| Owl Creek Asset Management, L.P. | 18,647 | $6.96M | 0.62% | +18,647 | New |
| First Business Financial Services, Inc. | 18,644 | $6.95M | 0.54% | +597+3.3% | Added |
| Peninsula Asset Management Inc | 18,623 | $6.95M | 3.33% | −40−0.2% | Reduced |
| Cohen Investment Advisors LLC | 18,594 | $6.94M | 3.11% | −156−0.8% | Reduced |
| Select Asset Management & Trust | 18,574 | $6.93M | 1.99% | +3,005+19.3% | Added |
| Sentinel Trust Co Lba | 18,568 | $6.93M | 0.61% | −987−5.0% | Reduced |
| MOKAN Wealth Management Inc. | 18,563 | $6.92M | 2.65% | +3,439+22.7% | Added |
| Flynn Zito Capital Management, LLC | 18,559 | $6.92M | 1.88% | −483−2.5% | Reduced |
| Tsai Capital Corp | 18,558 | $6.92M | 5.12% | +8,521+84.9% | Added |
| Diamant Asset Management, Inc. | 18,523 | $6.91M | 4.70% | −6,791,865−99.7% | Reduced |
| Ravenswood Partners LP | 18,506 | $6.90M | 2.21% | −6,993−27.4% | Reduced |
| Black Diamond Capital Management I, LLLP | 18,500 | $6.90M | 4.57% | +18,500 | New |
| Innovative Asset Advisors Group, LLC | 18,452 | $6.88M | 3.01% | +950+5.4% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 18,449 | $6.88M | 4.75% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 18,446 | $6.88M | 0.83% | −191−1.0% | Reduced |
| N10 Wealth, LLC | 18,422 | $6.87M | 2.44% | +18,422 | New |
| General Partner, Inc. | 18,351 | $6.85M | 3.68% | −500−2.7% | Reduced |
| Financial Management Network Inc | 17,370 | $6.84M | 0.98% | −229−1.3% | Reduced |
| Ballast, Inc. | 18,334 | $6.84M | 1.29% | +1,193+7.0% | Added |
| CWS Financial Advisors, LLC | 18,324 | $6.84M | 1.52% | +121+0.7% | Added |
| Ponta Wealth Partners, LLC | 18,321 | $6.83M | 3.66% | +3,134+20.6% | Added |
| Wrapmanager Inc | 18,319 | $6.83M | 2.14% | −894−4.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 18,271 | $6.82M | 1.45% | +13,700+299.7% | Added |
| Kentucky Trust Co | 18,257 | $6.81M | 3.28% | +324+1.8% | Added |
| Invesco, LLC | 18,252 | $6.81M | 2.11% | +305+1.7% | Added |
| MTM Investment Management, LLC | 18,242 | $6.80M | 1.94% | +90+0.5% | Added |
| Sym Financial Corp | 18,239 | $6.80M | 0.55% | −3,131−14.7% | Reduced |
| Johnson Financial Group, LLC | 18,209 | $6.79M | 0.37% | +4,143+29.5% | Added |
| YANKCOM Partnership | 18,205 | $6.79M | 2.44% | +2,109+13.1% | Added |
| Consilium Wealth Advisory, LLC | 18,196 | $6.79M | 2.01% | +1,620+9.8% | Added |
| Tower Trust & Investment Co | 18,171 | $6.78M | 4.11% | −337−1.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 18,146 | $6.77M | 2.10% | −302−1.6% | Reduced |
| InvesTrust | 18,109 | $6.76M | 2.60% | −429−2.3% | Reduced |
| Probity Advisors, Inc. | 18,095 | $6.75M | 0.97% | −104−0.6% | Reduced |
| Kingstone Capital Partners Texas, LLC | 18,088 | $6.75M | 3.59% | +676+3.9% | Added |
| Grant Private Wealth Management Inc | 18,075 | $6.74M | 2.84% | +3,557+24.5% | Added |
| Mason & Associates Inc | 18,070 | $6.74M | 1.09% | +626+3.6% | Added |
| Guinness Atkinson Asset Management Inc | 18,051 | $6.73M | 3.02% | −515−2.8% | Reduced |
| Greystone Financial Group, LLC | 18,050 | $6.73M | 1.88% | −562−3.0% | Reduced |
| Tower View Investment Management & Research LLC | 18,048 | $6.73M | 2.96% | +50+0.3% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 17,986 | $6.71M | 3.58% | −296−1.6% | Reduced |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 17,986 | $6.71M | 2.31% | +17,986 | New |
| Northcape Wealth Management, LLC | 17,981 | $6.71M | 1.76% | +241+1.4% | Added |
| Schwerin Boyle Capital Management Inc | 17,960 | $6.70M | 0.82% | −450−2.4% | Reduced |
| Lazari Capital Management, Inc. | 17,957 | $6.70M | 2.06% | +438+2.5% | Added |
| Fortem Financial Group, LLC | 17,957 | $6.70M | 1.37% | +1,000+5.9% | Added |
| River Street Advisors LLC | 17,946 | $6.69M | 1.97% | +1,454+8.8% | Added |
| Sterling Investment Counsel, LLC | 17,940 | $6.69M | 1.58% | +557+3.2% | Added |
| Flavin Financial Services, Inc. | 17,912 | $6.68M | 3.81% | +2,678+17.6% | Added |
| Peterson Wealth Services | 17,901 | $6.68M | 1.46% | +617+3.6% | Added |
| Colton Groome Financial Advisors, LLC | 17,896 | $6.68M | 1.61% | +777+4.5% | Added |
| Sirios Capital Management L P | 17,885 | $6.67M | 0.81% | −4,512−20.1% | Reduced |
| Slow Capital, Inc. | 17,878 | $6.67M | 0.78% | +855+5.0% | Added |
| Adams Asset Advisors, LLC | 17,877 | $6.67M | 0.76% | +553+3.2% | Added |
| Dark Forest Capital Management LP | 17,870 | $6.67M | 0.43% | +5,009+38.9% | Added |
| Financial Gravity Companies, Inc. | 24,851 | $6.67M | 1.08% | +24,851 | New |
| Goldenstone Wealth Management LLC | 17,856 | $6.66M | 4.36% | +1,228+7.4% | Added |
| Brasada Capital Management, LP | 17,814 | $6.64M | 1.20% | −11,174−38.5% | Reduced |
| LexAurum Advisors, LLC | 17,790 | $6.64M | 0.77% | +538+3.1% | Added |
| Voya Financial Advisors, Inc. | 18,004 | $6.64M | 0.58% | −1,673−8.5% | Reduced |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | 16,788 | $6.64M | 3.25% | +16,788 | New |
| Miller Capital Partners, Inc. | 17,785 | $6.63M | 2.61% | −423−2.3% | Reduced |
| Eagle Wealth Advisors LLC | 17,765 | $6.63M | 5.06% | −625−3.4% | Reduced |
| Pincus Capital Management, LP | 17,757 | $6.62M | 3.95% | 00.0% | Unchanged |
| Vann Equity Management LLC | 17,747 | $6.62M | 4.02% | −162−0.9% | Reduced |
| Symmetry Partners, LLC | 17,734 | $6.61M | 0.34% | +530+3.1% | Added |
| American Trust Investment Advisors, LLC | 17,717 | $6.61M | 3.26% | +2,072+13.2% | Added |
| N10 Assets, LLC | 17,714 | $6.61M | 2.86% | +17,714 | New |
| Christine Messmer PC | 17,705 | $6.60M | 3.72% | +547+3.2% | Added |
| Truvestments Capital LLC | 17,694 | $6.60M | 0.98% | −372−2.1% | Reduced |
| Saxon Interests, Inc. | 17,686 | $6.60M | 1.82% | −281−1.6% | Reduced |
| Bull Street Advisors, LLC | 17,685 | $6.60M | 3.01% | +746+4.4% | Added |
| Pacitti Group Inc. | 17,680 | $6.59M | 2.09% | +60+0.3% | Added |
| Hager Investment Management Services, LLC | 17,677 | $6.59M | 3.03% | +2,025+12.9% | Added |
| Carl P. Sherr & Co., LLC | 17,644 | $6.58M | 2.76% | −482−2.7% | Reduced |
| Ayalon Holdings Ltd. | 17,639 | $6.58M | 0.81% | +480+2.8% | Added |
| Mraz, Amerine & Associates, Inc. | 17,616 | $6.57M | 0.94% | −260−1.5% | Reduced |
| AA Financial Advisors, LLC | 17,610 | $6.57M | 0.79% | +817+4.9% | Added |
| Bridgelight Financial Advisors, Inc. | 17,609 | $6.57M | 4.50% | +16,735+1,914.8% | Added |
| McBroom & Associates, LLC | 17,526 | $6.54M | 3.29% | −520−2.9% | Reduced |
| United Community Bank | 17,525 | $6.54M | 2.02% | −59−0.3% | Reduced |
| Blueprint Investment Partners LLC | 17,515 | $6.53M | 0.54% | +7,343+72.2% | Added |
| Lavaca Capital LLC | 17,507 | $6.53M | 0.68% | +11,009+169.4% | Added |
| Elwood Capital Partners LP | 17,493 | $6.53M | 4.76% | −5,250−23.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 17,485 | $6.52M | 0.57% | −520−2.9% | Reduced |
| Poehling Capital Management, LLC | 17,480 | $6.52M | 1.40% | −99−0.6% | Reduced |
| ICW Investment Advisors LLC | 17,429 | $6.50M | 2.28% | +122+0.7% | Added |
| Old Mission Investment Co LLC | 17,424 | $6.50M | 1.35% | +34+0.2% | Added |
| Opinicus Capital, Inc. | 17,420 | $6.50M | 3.48% | +259+1.5% | Added |
| Spreng Capital Management, Inc. | 17,417 | $6.50M | 2.36% | −328−1.8% | Reduced |
| Aft, Forsyth & Company, Inc. | 17,414 | $6.50M | 3.12% | −1,747−9.1% | Reduced |
| Shayne & Co., LLC | 17,405 | $6.49M | 1.93% | 00.0% | Unchanged |
| City State Bank | 17,362 | $6.48M | 1.48% | +830+5.0% | Added |
| Miramontes Capital, LLC | 17,358 | $6.47M | 2.02% | +600+3.6% | Added |
| Trust Investment Advisors | 17,339 | $6.47M | 3.09% | +124+0.7% | Added |
| Novem Group | 17,333 | $6.47M | 0.66% | +1,429+9.0% | Added |
| Millstone Evans Group, LLC | 17,326 | $6.46M | 3.50% | +10+0.1% | Added |
| First Financial Group Corp | 17,322 | $6.46M | 4.67% | −45−0.3% | Reduced |
| Correct Capital Wealth Management | 17,311 | $6.46M | 1.11% | +1,000+6.1% | Added |