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 |
|---|---|---|---|---|---|
| W Advisors, LLC | 16,081 | $6.00M | 2.73% | −34−0.2% | Reduced |
| Chung Wu Investment Group, LLC | 16,054 | $5.99M | 3.94% | −120−0.7% | Reduced |
| Beaton Management Co. Inc. | 16,049 | $5.99M | 2.44% | −330−2.0% | Reduced |
| Paradigm Asset Management Co LLC | 16,050 | $5.99M | 1.28% | +6,300+64.6% | Added |
| Bank & Trust Co | 16,046 | $5.99M | 3.78% | −465−2.8% | Reduced |
| Falcon Wealth Planning | 16,025 | $5.98M | 0.38% | +435+2.8% | Added |
| Evolution Wealth Advisors, LLC | 16,012 | $5.97M | 0.70% | −5,380−25.1% | Reduced |
| Weaver Consulting Group | 15,979 | $5.96M | 1.22% | +275+1.8% | Added |
| Chesapeake Asset Management LLC | 15,970 | $5.96M | 4.56% | +135+0.9% | Added |
| Jones Kertz & Associates, Inc. | 15,967 | $5.96M | 2.75% | −755−4.5% | Reduced |
| Enclave Advisors LLC | 15,934 | $5.94M | 0.77% | −3,983−20.0% | Reduced |
| New England Research & Management, Inc. | 15,927 | $5.94M | 2.31% | +919+6.1% | Added |
| Richmond Brothers, Inc. | 15,886 | $5.93M | 3.08% | +13,618+600.4% | Added |
| Vertrix Wealth Management, LLC | 15,873 | $5.92M | 1.99% | −217−1.3% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $5.92M | 1.41% | 0 | Unchanged |
| Boothe Investment Group, Inc. | 15,837 | $5.91M | 1.86% | +202+1.3% | Added |
| Encompass Wealth Advisors, LLC | 15,836 | $5.91M | 1.80% | +56+0.4% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 15,818 | $5.90M | 3.06% | +917+6.2% | Added |
| Creative Financial Designs Inc | 15,805 | $5.90M | 0.28% | +4,281+37.1% | Added |
| Morton Community Bank | 15,799 | $5.89M | 1.20% | +465+3.0% | Added |
| C2C Wealth Management, LLC | 15,788 | $5.89M | 4.61% | −696−4.2% | Reduced |
| Coastwise Capital Group, LLC | 15,783 | $5.89M | 3.42% | +1,313+9.1% | Added |
| Darwin Advisors, LLC | 15,781 | $5.89M | 1.61% | +2,483+18.7% | Added |
| Aspire Growth Partners LLC | 15,778 | $5.89M | 3.42% | +773+5.2% | Added |
| Infrastructure Capital Advisors, LLC | 15,776 | $5.88M | 0.46% | +10,056+175.8% | Added |
| Core Wealth Partners LLC | 15,768 | $5.88M | 2.51% | −21−0.1% | Reduced |
| ROI Financial Advisors, LLC | 15,764 | $5.88M | 3.04% | −238−1.5% | Reduced |
| Eagle Strategies LLC | 15,752 | $5.88M | 0.58% | +1,259+8.7% | Added |
| Legacy Financial Independent Advisors LLC | 15,743 | $5.87M | 2.76% | +2,956+23.1% | Added |
| Ames National Corp | 15,736 | $5.87M | 3.23% | −120−0.8% | Reduced |
| May Hill Capital, LLC | 15,730 | $5.87M | 1.23% | +1,634+11.6% | Added |
| Astoria Portfolio Advisors LLC. | 15,726 | $5.87M | 0.99% | +2,374+17.8% | Added |
| Hilltop Partners LLC | 15,726 | $5.87M | 1.42% | +941+6.4% | Added |
| Essex Investment Management Co LLC | 15,714 | $5.86M | 0.77% | −77−0.5% | Reduced |
| Insight Advisors, LLC | 15,706 | $5.86M | 1.03% | −495−3.1% | Reduced |
| TFC Financial Management | 15,703 | $5.86M | 0.65% | −368−2.3% | Reduced |
| Mosaic Financial Group, LLC | 15,684 | $5.85M | 3.74% | −623−3.8% | Reduced |
| Saybrook Capital | 15,670 | $5.85M | 1.46% | −340−2.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 15,624 | $5.83M | 1.20% | +34+0.2% | Added |
| Bluesphere Advisors, LLC | 15,610 | $5.82M | 1.80% | −23−0.1% | Reduced |
| Traphagen Investment Advisors LLC | 15,594 | $5.82M | 0.42% | +133+0.9% | Added |
| Blueprint Financial Advisors LLC | 15,590 | $5.82M | 0.65% | +15,590 | New |
| WT Wealth Management | 15,582 | $5.81M | 1.61% | +3,578+29.8% | Added |
| Certified Advisory Corp | 15,580 | $5.81M | 0.47% | −139−0.9% | Reduced |
| Sunpointe, LLC | 15,565 | $5.81M | 1.65% | −313−2.0% | Reduced |
| Jacobsen Capital Management | 15,561 | $5.80M | 1.70% | +471+3.1% | Added |
| Granite Group Advisors, LLC | 15,558 | $5.80M | 3.44% | +32+0.2% | Added |
| Home Federal Bank of Tennessee | 15,557 | $5.80M | 1.25% | +594+4.0% | Added |
| SC&H Financial Advisors, Inc. | 15,538 | $5.80M | 0.77% | −142−0.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 15,528 | $5.79M | 0.74% | +1,224+8.6% | Added |
| First Heartland Consultants, Inc. | 15,527 | $5.79M | 0.38% | +524+3.5% | Added |
| Private Wealth Advisors | 15,527 | $5.79M | 1.73% | +14,789+2,003.9% | Added |
| Edgestream Partners, L.P. | 15,522 | $5.79M | 0.17% | −21,606−58.2% | Reduced |
| Hunter Perkins Capital Management, LLC | 15,515 | $5.79M | 1.30% | +7,024+82.7% | Added |
| RiverPark Advisors, LLC | 15,481 | $5.77M | 2.64% | −42−0.3% | Reduced |
| Alesco Advisors LLC | 15,476 | $5.77M | 0.13% | −4,783−23.6% | Reduced |
| JSF Financial, LLC | 15,472 | $5.77M | 0.93% | −228−1.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 15,468 | $5.77M | 1.31% | +952+6.6% | Added |
| Argent Advisors, Inc. | 15,439 | $5.76M | 1.44% | +223+1.5% | Added |
| Ebert Capital Management Inc. | 15,425 | $5.75M | 5.40% | +304+2.0% | Added |
| Red Lighthouse Investment Management, LLC | 15,420 | $5.75M | 1.71% | +173+1.1% | Added |
| Cornerstone Planning, LLC | 15,405 | $5.75M | 1.33% | +828+5.7% | Added |
| Sage Rhino Capital LLC | 15,414 | $5.75M | 0.95% | +83+0.5% | Added |
| Summit Wealth Partners, LLC | 15,413 | $5.75M | 0.82% | +1,233+8.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 15,390 | $5.74M | 1.10% | −16−0.1% | Reduced |
| Variant Private Wealth, LLC | 15,389 | $5.74M | 6.46% | +31+0.2% | Added |
| Madison Park Capital Advisors, LLC | 38,705 | $5.74M | 4.10% | +23,460+153.9% | Added |
| Foster Group, Inc. | 15,379 | $5.74M | 0.15% | +142+0.9% | Added |
| CFS Investment Advisory Services, LLC | 14,685 | $5.73M | 0.38% | +749+5.4% | Added |
| DAGCO, Inc. | 15,361 | $5.73M | 1.06% | +1,973+14.7% | Added |
| BDF-Gestion | 131,497 | $5.73M | 1.71% | −19,315−12.8% | Reduced |
| Vienna Asset Management LLC | 15,353 | $5.73M | 4.07% | +5,280+52.4% | Added |
| Beacon Financial Advisory LLC | 15,344 | $5.72M | 1.13% | +643+4.4% | Added |
| WealthPLAN Partners, LLC | 15,340 | $5.72M | 1.09% | +1,305+9.3% | Added |
| Cloud Capital Management, LLC | 15,337 | $5.72M | 2.09% | −6,453−29.6% | Reduced |
| Delos Wealth Advisors, LLC | 15,337 | $5.72M | 2.94% | +701+4.8% | Added |
| Altus Wealth Group LLC | 15,321 | $5.72M | 2.07% | +741+5.1% | Added |
| G&S Capital LLC | 15,319 | $5.71M | 1.66% | +8,393+121.2% | Added |
| Summit Wealth Group LLC | 15,314 | $5.71M | 0.47% | +894+6.2% | Added |
| GenTrust, LLC | 15,314 | $5.71M | 0.22% | −4,196−21.5% | Reduced |
| McMahon Financial Advisors, LLC | 15,300 | $5.71M | 0.97% | +2,019+15.2% | Added |
| Prasad Wealth Partners, LLC | 15,298 | $5.71M | 1.37% | +478+3.2% | Added |
| Essex LLC | 15,283 | $5.70M | 0.87% | +2,183+16.7% | Added |
| Purus Wealth Management, LLC | 15,273 | $5.70M | 1.57% | +310+2.1% | Added |
| UMA Financial Services, Inc. | 15,262 | $5.69M | 0.68% | −584−3.7% | Reduced |
| Runnymede Capital Advisors, Inc. | 15,253 | $5.69M | 3.39% | −13−0.1% | Reduced |
| KTF Investments, LLC | 15,236 | $5.68M | 0.57% | −1,956−11.4% | Reduced |
| WD Rutherford LLC | 15,230 | $5.68M | 2.06% | −377−2.4% | Reduced |
| U S Wealth Group, LLC. | 15,220 | $5.68M | 3.40% | +4,292+39.3% | Added |
| Viawealth, LLC | 15,216 | $5.68M | 2.86% | +68+0.4% | Added |
| Oak Harvest Investment Services | 15,197 | $5.67M | 0.53% | +538+3.7% | Added |
| American State Bank (Iowa) | 15,196 | $5.67M | 2.30% | +893+6.2% | Added |
| Prospect Capital Advisors, LLC | 15,190 | $5.67M | 2.57% | +470+3.2% | Added |
| RFP Financial Group LLC | 15,182 | $5.66M | 2.54% | +196+1.3% | Added |
| BSW Wealth Partners | 15,173 | $5.66M | 0.63% | −430−2.8% | Reduced |
| WNY Asset Management, LLC | 15,148 | $5.65M | 0.51% | −269−1.7% | Reduced |
| Consolidated Planning Corp | 15,147 | $5.65M | 0.76% | −140−0.9% | Reduced |
| North Dallas Bank & Trust Co | 15,131 | $5.64M | 3.35% | +249+1.7% | Added |
| Ridgecrest Wealth Partners, LLC | 15,127 | $5.64M | 2.72% | +10+0.1% | Added |
| Clarus Group, Inc. | 15,125 | $5.64M | 1.91% | −54−0.4% | Reduced |