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 |
|---|---|---|---|---|---|
| Wealth Dimensions Group, Ltd. | 17,299 | $6.45M | 1.16% | +87+0.5% | Added |
| Cape Investment Advisory, Inc. | 17,276 | $6.44M | 1.72% | +937+5.7% | Added |
| Congress Park Capital LLC | 17,259 | $6.44M | 1.74% | +1,329+8.3% | Added |
| Mechanics Financial Corp | 17,257 | $6.44M | 2.30% | +419+2.5% | Added |
| Orleans Capital Management Corp | 17,252 | $6.44M | 3.32% | +2,058+13.5% | Added |
| Columbus Macro, LLC | 17,245 | $6.43M | 0.63% | +372+2.2% | Added |
| Duncan Williams Asset Management, LLC | 17,243 | $6.43M | 1.45% | +79+0.5% | Added |
| HF Advisory Group, LLC | 17,237 | $6.43M | 1.99% | +743+4.5% | Added |
| RBA Wealth Management, LLC | 17,220 | $6.42M | 2.36% | −2,562−13.0% | Reduced |
| Legal Advantage Investments, Inc. | 17,207 | $6.42M | 2.25% | +917+5.6% | Added |
| Quantum Financial Advisors, LLC | 17,205 | $6.42M | 0.63% | +1,054+6.5% | Added |
| Key Client Fiduciary Advisors, LLC | 17,201 | $6.42M | 1.87% | −79−0.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 17,184 | $6.41M | 1.70% | +1,821+11.9% | Added |
| Wealth Effects LLC | 17,183 | $6.41M | 1.73% | +261+1.5% | Added |
| Spectrum Strategic Capital Management, LLC | 17,182 | $6.41M | 3.18% | +3,198+22.9% | Added |
| Legacy CG, LLC | 17,172 | $6.41M | 1.64% | +1,678+10.8% | Added |
| Founders Grove Wealth Partners, LLC | 17,171 | $6.41M | 1.28% | +338+2.0% | Added |
| NCM Capital Management, LLC | 17,156 | $6.40M | 1.97% | +132+0.8% | Added |
| Altman Advisors, Inc. | 17,153 | $6.40M | 2.30% | −97−0.6% | Reduced |
| Chelsea Counsel Co | 17,146 | $6.40M | 2.71% | −342−2.0% | Reduced |
| Commonwealth Financial Services, LLC | 20,595 | $6.39M | 0.86% | +4,264+26.1% | Added |
| Oak Asset Management, LLC | 17,130 | $6.39M | 2.05% | +1,421+9.0% | Added |
| Robbins Farley LLC | 17,127 | $6.39M | 2.45% | +3,788+28.4% | Added |
| Topsail Wealth Management, LLC | 17,117 | $6.38M | 0.82% | −61−0.4% | Reduced |
| Bernicke Wealth Management, Ltd. | 17,096 | $6.38M | 0.74% | −1,189−6.5% | Reduced |
| Stolper Co | 17,093 | $6.38M | 1.65% | −12,780−42.8% | Reduced |
| New Insight Wealth Advisors | 17,083 | $6.37M | 1.88% | +3,269+23.7% | Added |
| Iams Wealth Management, LLC | 17,031 | $6.35M | 1.91% | +258+1.5% | Added |
| Addison Capital Co | 17,031 | $6.35M | 1.04% | +54+0.3% | Added |
| Headlands Technologies LLC | 17,028 | $6.35M | 0.67% | −53,850−76.0% | Reduced |
| Freedom Day Solutions, LLC | 17,025 | $6.35M | 1.41% | +3,241+23.5% | Added |
| Sierra Capital LLC | 17,005 | $6.34M | 0.61% | +1,104+6.9% | Added |
| Marion Wealth Management | 16,999 | $6.34M | 1.29% | +288+1.7% | Added |
| Evermay Wealth Management LLC | 16,981 | $6.33M | 0.65% | −376−2.2% | Reduced |
| SFM, LLC | 16,972 | $6.33M | 3.25% | −3,570−17.4% | Reduced |
| Pflug Koory, LLC | 16,958 | $6.33M | 2.53% | +383+2.3% | Added |
| Northbridge Financial Group, LLC | 16,943 | $6.32M | 2.43% | +924+5.8% | Added |
| Eley Financial Management, Inc | 16,936 | $6.32M | 2.05% | +604+3.7% | Added |
| Darden Wealth Group Inc | 16,925 | $6.31M | 2.50% | −981−5.5% | Reduced |
| Evergreen Private Wealth LLC | 16,913 | $6.31M | 2.33% | +564+3.4% | Added |
| Boothbay Fund Management, LLC | 16,908 | $6.31M | 0.12% | +1,640+10.7% | Added |
| S.A. Mason LLC | 16,895 | $6.30M | 1.94% | +1,380+8.9% | Added |
| Lionhunter Capital Management, LLC | 16,884 | $6.30M | 2.84% | +16,884 | New |
| Brian Low Financial Group, LLC | 16,881 | $6.30M | 3.67% | +1,962+13.2% | Added |
| Aspen Grove Capital, LLC | 16,868 | $6.29M | 0.91% | +121+0.7% | Added |
| GFG Capital, LLC | 16,848 | $6.28M | 1.73% | +883+5.5% | Added |
| Houlihan Financial Resource Group, Ltd. | 16,843 | $6.28M | 2.24% | +10.0% | Added |
| Icapital Wealth LLC | 16,837 | $6.28M | 3.52% | −6,928−29.2% | Reduced |
| Finward Bancorp | 16,834 | $6.28M | 4.76% | −109−0.6% | Reduced |
| Summit Place Financial Advisors, LLC | 16,800 | $6.27M | 2.74% | −614−3.5% | Reduced |
| Keeler Thomas Management LLC | 16,794 | $6.26M | 2.22% | +1,042+6.6% | Added |
| Monticello Wealth Management, LLC | 16,780 | $6.26M | 0.35% | +1,942+13.1% | Added |
| Warm Springs Advisors Inc. | 16,743 | $6.25M | 4.32% | +908+5.7% | Added |
| Rossby Financial, LCC | 16,739 | $6.24M | 1.14% | +2,077+14.2% | Added |
| Worth Financial Advisory Group, LLC | 16,737 | $6.24M | 2.60% | +16,737 | New |
| GWN Securities Inc. | 16,729 | $6.24M | 1.04% | +52+0.3% | Added |
| Beaumont Asset Management, L.L.C. | 16,722 | $6.24M | 2.42% | −73−0.4% | Reduced |
| First Financial Corp | 16,710 | $6.23M | 2.16% | −235−1.4% | Reduced |
| Acorns Advisers, LLC | 16,698 | $6.23M | 0.04% | +2,155+14.8% | Added |
| Widmann Financial Services, Inc. | 16,699 | $6.23M | 3.34% | +1,270+8.2% | Added |
| Peak Retirement Planning, Inc. | 16,684 | $6.22M | 0.99% | +3,997+31.5% | Added |
| Acorn Wealth Advisors, LLC | 16,683 | $6.22M | 1.52% | +171+1.0% | Added |
| CM Wealth Advisors LLC | 16,670 | $6.22M | 1.12% | −1,471−8.1% | Reduced |
| Semus Wealth Partners LLC | 16,666 | $6.22M | 3.00% | −258−1.5% | Reduced |
| Financial Avengers, Inc. | 16,666 | $6.22M | 2.58% | +1,058+6.8% | Added |
| PW Nova Financial Services LLC | 16,664 | $6.22M | 1.33% | −548−3.2% | Reduced |
| Berkeley Capital Partners, LLC | 16,632 | $6.20M | 1.28% | +875+5.6% | Added |
| R2 Capital Strategies, LLC | 16,626 | $6.20M | 2.81% | +16,626 | New |
| Drystone LLC | 16,602 | $6.19M | 5.09% | +10.0% | Added |
| Capstone Financial Advisors, Inc. | 16,590 | $6.19M | 0.30% | +381+2.4% | Added |
| Alcosta Capital Management, Inc. | 16,590 | $6.19M | 4.19% | −949−5.4% | Reduced |
| Capital Advisors, Ltd. LLC | 16,579 | $6.18M | 0.62% | −195−1.2% | Reduced |
| ABLE Financial Group, LLC | 16,564 | $6.18M | 1.04% | +1,544+10.3% | Added |
| Bell & Brown Wealth Advisors, LLC | 16,535 | $6.17M | 1.87% | +630+4.0% | Added |
| Boomfish Wealth Group, LLC | 16,514 | $6.16M | 2.81% | +7,434+81.9% | Added |
| DMKC Advisory Services, LLC | 16,480 | $6.15M | 1.16% | +791+5.0% | Added |
| US Asset Management LLC | 16,472 | $6.14M | 4.68% | +53+0.3% | Added |
| Signet Investment Advisory Group, Inc. | 16,470 | $6.14M | 2.70% | +456+2.8% | Added |
| First Washington CORP | 16,460 | $6.14M | 1.50% | +103+0.6% | Added |
| Occudo Quantitative Strategies LP | 16,447 | $6.14M | 0.33% | +16,447 | New |
| Sandro Wealth Management LLC | 16,438 | $6.13M | 4.43% | +625+4.0% | Added |
| Tiaa Trust, National Association | 16,382 | $6.11M | 0.36% | −15,089−47.9% | Reduced |
| Wilkins Investment Counsel Inc | 16,360 | $6.10M | 0.82% | −360−2.2% | Reduced |
| One Wealth Advisors, LLC | 16,358 | $6.10M | 0.67% | +784+5.0% | Added |
| McLean Asset Management Corp | 13,125 | $6.10M | 0.81% | +87+0.7% | Added |
| Strategic Financial Services, Inc, | 16,328 | $6.09M | 0.27% | −79−0.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 16,315 | $6.09M | 0.71% | +176+1.1% | Added |
| First National Bank of Hutchinson | 16,291 | $6.08M | 3.34% | +608+3.9% | Added |
| Sandy Cove Advisors, LLC | 16,244 | $6.06M | 1.52% | −19−0.1% | Reduced |
| Woodard & Co Asset Management Group Inc | 16,215 | $6.05M | 0.87% | +502+3.2% | Added |
| Bayesian Capital Management, LP | 16,196 | $6.04M | 3.86% | +8,796+118.9% | Added |
| Michael B. Yongue | 16,181 | $6.04M | 4.21% | −556−3.3% | Reduced |
| Gratus Wealth Advisors, LLC | 16,172 | $6.03M | 0.77% | +56+0.3% | Added |
| Transcendent Capital Group LLC | 16,156 | $6.03M | 2.34% | +695+4.5% | Added |
| AlpenGlobal Capital LLC | 16,155 | $6.03M | 3.87% | −22−0.1% | Reduced |
| Exit Wealth Advisors, LLC. | 16,140 | $6.02M | 2.75% | −166−1.0% | Reduced |
| Cypress Advisory Group LLC | 16,109 | $6.01M | 4.66% | +291+1.8% | Added |
| Union Savings Bank | 16,107 | $6.01M | 2.41% | −213−1.3% | Reduced |
| Meridian Management Co | 16,106 | $6.01M | 1.35% | +9,483+143.2% | Added |
| Manske Wealth Management | 16,101 | $6.01M | 1.49% | +301+1.9% | Added |