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: 85 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 |
|---|---|---|---|---|---|
| Barr E S & Co | 14,144 | $5.28M | 0.30% | −680−4.6% | Reduced |
| MWA Asset Management | 14,132 | $5.27M | 2.38% | +279+2.0% | Added |
| Ewa, LLC | 14,118 | $5.27M | 0.96% | +246+1.8% | Added |
| Gilman Hill Asset Management, LLC | 14,115 | $5.27M | 0.72% | −186−1.3% | Reduced |
| REYL & Cie S.A. | 14,179 | $5.26M | 6.08% | +14,179 | New |
| Sterling Investment Management, Inc. | 14,108 | $5.26M | 2.89% | −821−5.5% | Reduced |
| Vaquero Private Wealth, Ltd | 14,106 | $5.26M | 1.08% | +14,106 | New |
| Figure 8 Investment Strategies LLC | 14,105 | $5.26M | 4.45% | +61+0.4% | Added |
| Powers Advisory Group, LLC | 14,098 | $5.26M | 1.65% | −444−3.1% | Reduced |
| NBH Bank | 14,087 | $5.25M | 2.21% | +14,087 | New |
| Old North State Trust, LLC | 14,085 | $5.25M | 2.70% | +24+0.2% | Added |
| Investment Research Partners LLC | 14,078 | $5.25M | 1.78% | +2,299+19.5% | Added |
| Cape Ann Savings Bank | 14,077 | $5.25M | 2.47% | −510−3.5% | Reduced |
| Investment Partners Asset Management, Inc. | 14,060 | $5.24M | 2.93% | +1,271+9.9% | Added |
| Putney Financial Group LLC | 14,029 | $5.23M | 4.71% | −139−1.0% | Reduced |
| Roxbury Financial LLC | 14,002 | $5.22M | 4.13% | +330+2.4% | Added |
| Bretton Capital Management, LLC | 14,000 | $5.22M | 4.17% | 00.0% | Unchanged |
| Lee Financial Co | 13,998 | $5.22M | 0.67% | +80+0.6% | Added |
| Capital Markets Trading UK LLP | 13,997 | $5.22M | 3.73% | +6,329+82.5% | Added |
| Butensky & Cohen Financial Security, Inc | 13,991 | $5.22M | 1.29% | +339+2.5% | Added |
| Invera Wealth Advisors, LLC | 13,984 | $5.22M | 2.80% | +1,499+12.0% | Added |
| Sovereign Financial Group, Inc. | 13,983 | $5.22M | 0.80% | −686−4.7% | Reduced |
| Aspetuck Financial Management LLC | 13,982 | $5.22M | 3.07% | +173+1.3% | Added |
| Jeppson Wealth Management, LLC | 13,958 | $5.21M | 1.53% | −9−0.1% | Reduced |
| Coastal Investment Advisors, Inc. | 13,954 | $5.21M | 1.62% | −582−4.0% | Reduced |
| Alpine Bank Wealth Management | 13,948 | $5.20M | 0.67% | −148−1.0% | Reduced |
| Blue Square Asset Management, LLC | 13,944 | $5.20M | 2.11% | +25+0.2% | Added |
| B.O.S.S. Retirement Advisors, LLC | 13,930 | $5.20M | 1.40% | +2,269+19.5% | Added |
| Lighthouse Financial Services Inc | 13,520 | $5.20M | 1.09% | +89+0.7% | Added |
| David R. Rahn & Associates Inc. | 13,901 | $5.19M | 1.23% | −23−0.2% | Reduced |
| Garrison Bradford & Associates Inc | 13,891 | $5.18M | 5.62% | +670+5.1% | Added |
| Contravisory Investment Management, Inc. | 13,873 | $5.17M | 0.91% | −499−3.5% | Reduced |
| Montz Harcus Wealth Management LLC | 13,866 | $5.17M | 1.84% | −203−1.4% | Reduced |
| High Net Worth Advisory Group LLC | 13,851 | $5.17M | 1.10% | +1,290+10.3% | Added |
| Granite Harbor Advisors, Inc. | 13,850 | $5.17M | 2.04% | −250−1.8% | Reduced |
| Pine Ridge Advisers LLC | 13,850 | $5.17M | 0.32% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 13,850 | $5.17M | 0.43% | 00.0% | Unchanged |
| Montchanin Asset Management, LLC | 13,844 | $5.16M | 5.26% | −1,885−12.0% | Reduced |
| Chapman Financial Group, LLC | 13,814 | $5.15M | 3.42% | +164+1.2% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 13,808 | $5.15M | 0.35% | +55+0.4% | Added |
| Tilia Fiduciary Partners, Inc. | 13,794 | $5.15M | 2.44% | +275+2.0% | Added |
| Crescent Grove Advisors, LLC | 13,769 | $5.14M | 0.43% | +1,185+9.4% | Added |
| Rahlfs Capital, LLC | 13,765 | $5.13M | 3.77% | −200−1.4% | Reduced |
| Galaxy Digital Capital Management GP LLC | 13,741 | $5.13M | 3.07% | +5,994+77.4% | Added |
| Register Financial Advisors LLC | 13,721 | $5.12M | 1.57% | +62+0.5% | Added |
| KC Investment Advisors, LLC | 13,714 | $5.12M | 0.97% | +1,469+12.0% | Added |
| SAM Advisors, LLC | 13,706 | $5.11M | 1.40% | +536+4.1% | Added |
| Gradient Capital Advisors, LLC | 13,695 | $5.11M | 1.18% | −321−2.3% | Reduced |
| FSB Premier Wealth Management, Inc. | 13,693 | $5.11M | 1.44% | −576−4.0% | Reduced |
| W.H. Cornerstone Investments Inc. | 13,693 | $5.11M | 2.89% | +1,201+9.6% | Added |
| Applied Capital LLC | 13,691 | $5.11M | 3.41% | +222+1.6% | Added |
| Plante Moran Financial Advisors, LLC | 13,690 | $5.11M | 0.24% | −1,449−9.6% | Reduced |
| Royal Harbor Partners, LLC | 13,682 | $5.10M | 1.58% | −949−6.5% | Reduced |
| Finivi Inc. | 13,677 | $5.10M | 2.62% | +56+0.4% | Added |
| Ullmann Financial Group, Inc. | 13,662 | $5.10M | 0.46% | −767−5.3% | Reduced |
| Scott Capital Advisors, LLC | 13,659 | $5.10M | 0.80% | +117+0.9% | Added |
| Parsonex Advisory Services, Inc. | 13,645 | $5.09M | 4.43% | +328+2.5% | Added |
| Crusonia Wealth Advisors LLC | 13,618 | $5.08M | 0.83% | +1,641+13.7% | Added |
| Schulhoff & Co Inc | 13,596 | $5.07M | 2.04% | +103+0.8% | Added |
| Winthrop Capital Management, LLC | 13,588 | $5.07M | 1.22% | −79−0.6% | Reduced |
| Matisse Capital | 13,588 | $5.07M | 2.03% | −770−5.4% | Reduced |
| Fiduciary Financial Group, LLC | 13,587 | $5.07M | 0.57% | +1,743+14.7% | Added |
| Watchman Group, Inc. | 13,547 | $5.05M | 1.13% | +20+0.1% | Added |
| Garden State Investment Advisory Services LLC | 13,516 | $5.04M | 0.99% | +288+2.2% | Added |
| Pathway Financial Advisers, LLC | 13,512 | $5.04M | 1.27% | +744+5.8% | Added |
| Everest Management Corp. | 13,487 | $5.03M | 1.88% | +3,983+41.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 13,485 | $5.03M | 2.04% | +40+0.3% | Added |
| Prairie Advisory, LLC | 13,483 | $5.03M | 1.21% | +13,483 | New |
| Thrive Capital Management, LLC | 13,477 | $5.03M | 0.95% | +188+1.4% | Added |
| Ssa Swiss Advisors AG | 13,461 | $5.02M | 1.88% | +4,733+54.2% | Added |
| Kampmann Melissa S. | 13,457 | $5.02M | 3.79% | −93−0.7% | Reduced |
| Next Level Private LLC | 13,454 | $5.02M | 0.98% | +12+0.1% | Added |
| Terra Nova Asset Management LLC | 13,451 | $5.02M | 3.07% | +2,386+21.6% | Added |
| Wharton Business Group, LLC | 13,443 | $5.01M | 0.17% | +25+0.2% | Added |
| Investors Research Corp | 13,441 | $5.01M | 0.90% | −120−0.9% | Reduced |
| Operose Advisors LLC | 13,435 | $5.01M | 0.97% | +1,228+10.1% | Added |
| DRW Securities, LLC | 13,414 | $5.00M | 0.30% | +119+0.9% | Added |
| EdgeRock Capital LLC | 13,406 | $5.00M | 1.16% | +1,852+16.0% | Added |
| Winthrop Partners - WNY, LLC | 13,397 | $5.00M | 2.47% | −168−1.2% | Reduced |
| Trustco Bank Corp N Y | 13,360 | $4.98M | 3.63% | +540+4.2% | Added |
| SIH Partners, LLLP | 13,340 | $4.98M | 0.21% | −122,302−90.2% | Reduced |
| William John Sempolinski | 13,338 | $4.98M | 2.01% | −3,652−21.5% | Reduced |
| Integrated Quantitative Investments LLC | 13,337 | $4.97M | 0.81% | −1,608−10.8% | Reduced |
| Davidson Capital Management Inc. | 13,329 | $4.97M | 0.80% | +414+3.2% | Added |
| Ironwood Financial, llc | 12,714 | $4.97M | 0.78% | −65−0.5% | Reduced |
| Lodestone Wealth Management LLC | 13,317 | $4.97M | 1.75% | +60.0% | Added |
| Bienville Capital Management, LLC | 13,314 | $4.97M | 0.72% | +731+5.8% | Added |
| AMG Asset Management Group, Inc. | 13,305 | $4.96M | 3.11% | +229+1.8% | Added |
| Meadowbrook Advisors Group, LLC | 13,276 | $4.95M | 2.65% | −1,849−12.2% | Reduced |
| Compass Ion Advisors, LLC | 13,264 | $4.95M | 0.43% | −436−3.2% | Reduced |
| WealthBridge Capital Management, LLC | 13,263 | $4.95M | 0.98% | +570+4.5% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 13,255 | $4.94M | 0.63% | −154−1.1% | Reduced |
| Betterment LLC | 13,255 | $4.94M | 0.01% | +2,289+20.9% | Added |
| Westco Advisory Services Inc | 13,231 | $4.94M | 2.98% | −1,344−9.2% | Reduced |
| Storgate, LLC | 13,227 | $4.93M | 1.02% | +13,227 | New |
| Precedent Wealth Partners, LLC | 13,221 | $4.93M | 0.82% | +2,651+25.1% | Added |
| Elevated Capital Advisors, LLC | 13,211 | $4.93M | 1.36% | −7,184−35.2% | Reduced |
| Legacy Wealth Advisors, LLC | 13,208 | $4.93M | 2.13% | +3,016+29.6% | Added |
| Wiregrass Investment Management LLC | 13,206 | $4.93M | 3.36% | +458+3.6% | Added |
| Curated Wealth Partners LLC | 13,202 | $4.92M | 0.57% | −1,905−12.6% | Reduced |