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; 6,250 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: 58 institutions have reported holding MSFT so far. See Q3 2026
- Institutional holders
- 6,250
- +96 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
- 230
- 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Vickerman Investment Advisors, Inc. | 15,050 | $5.61M | 1.09% | +971+6.9% | Added |
| Guardian Asset Advisors, LLC | 15,019 | $5.61M | 2.59% | +2,144+16.7% | Added |
| Swiss Re Ltd | 15,033 | $5.61M | 0.51% | +13,428+836.6% | Added |
| Wasatch Advisors Inc | 15,027 | $5.61M | 0.04% | +15,027 | New |
| Sheets Smith Wealth Management | 15,023 | $5.60M | 0.56% | +62+0.4% | Added |
| First United Bank Trust | 15,015 | $5.60M | 1.61% | +380+2.6% | Added |
| ELCO Management Co., LLC | 15,003 | $5.60M | 2.41% | +538+3.7% | Added |
| Bay Rivers Group | 15,003 | $5.60M | 1.91% | −43−0.3% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 15,000 | $5.60M | 4.27% | +4,400+41.5% | Added |
| Clearwater Capital Advisors, LLC | 14,999 | $5.59M | 0.41% | +679+4.7% | Added |
| Affinity Capital Advisors, LLC | 14,462 | $5.59M | 0.69% | −539−3.6% | Reduced |
| Hollencrest Capital Management | 14,992 | $5.59M | 0.37% | −131,658−89.8% | Reduced |
| Madden Securities Corp | 14,992 | $5.59M | 1.55% | −936−5.9% | Reduced |
| Wellington Grp LLC | 14,973 | $5.59M | 1.48% | +2,934+24.4% | Added |
| Global Assets Advisory, LLC | 14,395 | $5.58M | 1.22% | +1,613+12.6% | Added |
| Agp Franklin, LLC | 14,970 | $5.58M | 2.42% | +500+3.5% | Added |
| Jackson Thornton Asset Management, LLC | 14,964 | $5.58M | 0.44% | +3,764+33.6% | Added |
| Payne Capital LLC | 14,541 | $5.58M | 4.65% | −567−3.8% | Reduced |
| Silphium Asset Management Ltd | 14,955 | $5.58M | 1.88% | +800+5.7% | Added |
| Ashford Capital Management Inc | 14,935 | $5.57M | 0.60% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 14,932 | $5.57M | 1.15% | +642+4.5% | Added |
| South Plains Financial, Inc. | 14,926 | $5.57M | 2.99% | −25−0.2% | Reduced |
| Kera Capital Partners, Inc. | 14,923 | $5.57M | 0.54% | +1,914+14.7% | Added |
| Mirabaud Asset Management Ltd | 15,089 | $5.56M | 4.63% | −7,129−32.1% | Reduced |
| Atticus Wealth Management, LLC | 14,907 | $5.56M | 1.32% | +67+0.5% | Added |
| Eaton Financial Holdings Company, LLC | 14,889 | $5.55M | 1.53% | +2,452+19.7% | Added |
| SkyOak Wealth, LLC | 14,876 | $5.55M | 0.91% | −1,329−8.2% | Reduced |
| Trueblood Wealth Management, LLC | 14,875 | $5.55M | 1.94% | +378+2.6% | Added |
| Lewis Asset Management, LLC | 14,864 | $5.54M | 1.94% | +446+3.1% | Added |
| Capital Advantage, Inc. | 14,843 | $5.54M | 0.68% | −1,357−8.4% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 65,373 | $5.53M | 1.82% | +274+0.4% | Added |
| BridgePort Financial Solutions, LLC | 14,812 | $5.53M | 1.41% | +1,720+13.1% | Added |
| Investors Asset Management of Georgia Inc | 14,800 | $5.52M | 1.92% | −45−0.3% | Reduced |
| English Capital Management LLC | 9,795 | $5.52M | 2.69% | −2,369−19.5% | Reduced |
| Juno Financial Group LLC | 14,775 | $5.51M | 1.95% | +756+5.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 14,770 | $5.51M | 2.02% | +132+0.9% | Added |
| Pitcairn Wealth Advisors LLC | 14,738 | $5.50M | 0.60% | −3,479−19.1% | Reduced |
| Wealthquest Corp | 14,724 | $5.49M | 0.35% | +1,683+12.9% | Added |
| Steele Capital Management, Inc. | 14,721 | $5.49M | 0.20% | +1,114+8.2% | Added |
| Steamboat Capital Partners, LLC | 14,721 | $5.49M | 1.17% | −187−1.3% | Reduced |
| Stanley Capital Management, LLC | 14,695 | $5.48M | 0.73% | 00.0% | Unchanged |
| J. Derek Lewis & Associates Inc. | 14,689 | $5.48M | 1.04% | −1,045−6.6% | Reduced |
| Somerset Group LLC | 14,182 | $5.46M | 3.83% | +141+1.0% | Added |
| McAlister, Sweet & Associates, Inc. | 14,632 | $5.46M | 2.92% | −36−0.2% | Reduced |
| Werlinich Asset Management, LLC | 14,630 | $5.46M | 2.09% | +45+0.3% | Added |
| City National Bank of Florida | 14,629 | $5.46M | 2.29% | +5,398+58.5% | Added |
| Walsky Investment Management, Inc. | 14,621 | $5.45M | 5.06% | −121−0.8% | Reduced |
| Balentine LLC | 14,618 | $5.45M | 0.19% | +3,486+31.3% | Added |
| Meridian Financial Partners LLC | 13,776 | $5.45M | 1.86% | −386−2.7% | Reduced |
| Trust Co | 14,607 | $5.45M | 0.49% | −766−5.0% | Reduced |
| Atom Investors LP | 14,579 | $5.44M | 0.48% | +3,412+30.6% | Added |
| William Allan, LLC | 14,571 | $5.44M | 2.66% | +921+6.7% | Added |
| Citadel Investment Advisory, Inc. | 14,568 | $5.43M | 2.47% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 14,565 | $5.43M | 2.22% | −953−6.1% | Reduced |
| Opal Capital LLC | 14,555 | $5.43M | 0.97% | −3,483−19.3% | Reduced |
| Kirtland Hills Capital Management, LLC | 14,550 | $5.43M | 1.55% | +1,277+9.6% | Added |
| Bravera Wealth | 14,544 | $5.43M | 2.08% | −360−2.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 14,544 | $5.42M | 1.38% | −283−1.9% | Reduced |
| Maridea Wealth Management LLC | 14,534 | $5.42M | 0.59% | +4,877+50.5% | Added |
| Gemmer Asset Management LLC | 14,514 | $5.41M | 0.37% | +454+3.2% | Added |
| Shoker Investment Counsel, Inc. | 14,512 | $5.41M | 1.36% | +2,210+18.0% | Added |
| Sustainable Insight Capital Management, LLC | 14,497 | $5.41M | 2.32% | −19,400−57.2% | Reduced |
| Harvey Investment Co LLC | 14,480 | $5.40M | 0.59% | −135−0.9% | Reduced |
| StoneCrest Wealth Management, Inc. | 14,457 | $5.39M | 1.72% | +681+4.9% | Added |
| Values Added Financial LLC | 14,431 | $5.38M | 1.94% | +5,583+63.1% | Added |
| Sitrin Capital Management LLC | 14,424 | $5.38M | 2.38% | +223+1.6% | Added |
| Tevis Investment Management | 14,417 | $5.38M | 2.94% | −436−2.9% | Reduced |
| Crystal Rock Capital Management | 14,415 | $5.38M | 2.74% | 00.0% | Unchanged |
| waypoint wealth counsel | 14,395 | $5.37M | 3.37% | −507−3.4% | Reduced |
| Strategies Wealth Advisors, LLC | 14,393 | $5.37M | 0.48% | +73+0.5% | Added |
| Fluent Financial, LLC | 14,386 | $5.37M | 1.92% | +14,386 | New |
| Burnham & Co LLC | 14,386 | $5.37M | 4.33% | +14,386 | New |
| Peloton Wealth Strategists | 14,385 | $5.37M | 1.98% | −245−1.7% | Reduced |
| Connective Capital Management, LLC | 14,354 | $5.35M | 3.77% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 14,343 | $5.35M | 0.78% | −1,030−6.7% | Reduced |
| Fruth Investment Management | 14,342 | $5.35M | 1.27% | −450−3.0% | Reduced |
| Palouse Capital Management, Inc. | 14,330 | $5.35M | 3.33% | −1,292−8.3% | Reduced |
| InTrack Investment Management Inc | 14,317 | $5.34M | 2.65% | −165−1.1% | Reduced |
| Mathes Company, Inc. | 14,314 | $5.34M | 1.66% | +615+4.5% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 14,298 | $5.33M | 0.84% | −67−0.5% | Reduced |
| Wealth Analytics Partners, LLC | 13,843 | $5.33M | 1.93% | −567−3.9% | Reduced |
| Bond & Devick Financial Network, Inc. | 14,282 | $5.33M | 1.31% | +39+0.3% | Added |
| Corsicana & Co. | 14,281 | $5.33M | 2.58% | +826+6.1% | Added |
| PCA Investment Advisory Services Inc. | 14,267 | $5.32M | 1.49% | +461+3.3% | Added |
| Encore Global Management, LP | 14,250 | $5.32M | 5.22% | +1,300+10.0% | Added |
| Crux Wealth Advisors | 14,249 | $5.31M | 1.84% | −294−2.0% | Reduced |
| Integris Wealth Management, LLC | 14,232 | $5.31M | 1.07% | +871+6.5% | Added |
| Kennebec Savings Bank | 14,226 | $5.31M | 4.26% | +940+7.1% | Added |
| Monograph Wealth Advisors, LLC | 14,221 | $5.30M | 0.44% | −1,045−6.8% | Reduced |
| Convergence Investment Partners, LLC | 14,219 | $5.30M | 0.50% | −9,908−41.1% | Reduced |
| Orrstown Financial Services Inc | 14,216 | $5.30M | 0.79% | +318+2.3% | Added |
| Reik & Co., LLC | 14,213 | $5.30M | 1.38% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 14,203 | $5.30M | 2.61% | +330+2.4% | Added |
| Nicholas Investment Partners, LP | 14,182 | $5.29M | 0.30% | −10,182−41.8% | Reduced |
| LifeSteps Financial, Inc. | 14,179 | $5.29M | 2.47% | −79−0.6% | Reduced |
| Golden Reserve Retirement LLC | 14,176 | $5.29M | 0.83% | +7,366+108.2% | Added |
| Pacific Wealth Strategies Group, Inc. | 14,173 | $5.29M | 3.04% | −1,867−11.6% | Reduced |
| Clean Yield Group | 14,173 | $5.29M | 1.31% | +1,388+10.9% | Added |
| Pilgrim Partners Asia Pte Ltd | 14,160 | $5.28M | 2.32% | −1,790−11.2% | Reduced |
| Rockport Wealth LLC | 14,149 | $5.28M | 0.89% | −595−4.0% | Reduced |