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 |
|---|---|---|---|---|---|
| FORA Capital, LLC | 13,200 | $4.92M | 0.34% | −49,051−78.8% | Reduced |
| Compass Wealth Management LLC | 13,195 | $4.92M | 0.93% | −73−0.6% | Reduced |
| Greykasell Wealth Strategies, Inc. | 13,188 | $4.92M | 1.79% | −95−0.7% | Reduced |
| Private Capital Management, LLC | 13,187 | $4.92M | 0.45% | +555+4.4% | Added |
| Axq Capital, LP | 13,176 | $4.91M | 0.53% | +7,606+136.6% | Added |
| Cetera Trust Company, N.A | 13,170 | $4.91M | 2.46% | 00.0% | Unchanged |
| Brown Financial Advisors | 13,169 | $4.91M | 1.72% | −2,341−15.1% | Reduced |
| Lebenthal Global Advisors, LLC | 13,148 | $4.90M | 0.66% | +694+5.6% | Added |
| Ruggiero Investments, Inc. | 13,146 | $4.90M | 4.17% | +202+1.6% | Added |
| Capital Management Associates, Inc | 13,123 | $4.90M | 0.98% | +2,808+27.2% | Added |
| Tounjian Advisory Partners, LLC | 13,120 | $4.89M | 2.09% | −16,618−55.9% | Reduced |
| Western Pacific Wealth Management, LP | 13,102 | $4.89M | 4.42% | −320−2.4% | Reduced |
| Nvest Financial, LLC | 13,082 | $4.88M | 1.54% | +365+2.9% | Added |
| Syntegra Private Wealth Group, LLC | 13,082 | $4.88M | 0.38% | −377−2.8% | Reduced |
| Millennium Capital Advisors, LLC | 13,071 | $4.88M | 2.66% | −314−2.3% | Reduced |
| O'Rourke & Company, Inc | 13,048 | $4.87M | 1.70% | −10.0% | Reduced |
| Fairfield Financial Advisors, LTD | 13,040 | $4.86M | 1.92% | +22+0.2% | Added |
| Platt Wealth Management LLC | 13,032 | $4.86M | 3.91% | +240+1.9% | Added |
| Patron Partners Advisors, LLC | 13,011 | $4.85M | 1.87% | −48−0.4% | Reduced |
| PSI Advisors, LLC | 13,007 | $4.85M | 1.13% | +6,490+99.6% | Added |
| Werba Rubin Papier Wealth Management | 12,982 | $4.84M | 0.59% | −526−3.9% | Reduced |
| Investment Management Trust, LLC | 12,957 | $4.83M | 4.33% | −37−0.3% | Reduced |
| Shum Financial Group, Inc. | 12,956 | $4.83M | 2.91% | +591+4.8% | Added |
| Wernau Asset Management Inc. | 12,915 | $4.82M | 4.57% | +44+0.3% | Added |
| Raleigh Capital Management Inc. | 12,909 | $4.82M | 1.54% | −24−0.2% | Reduced |
| Emerald Advisers, LLC | 12,893 | $4.81M | 0.11% | −355−2.7% | Reduced |
| Wescott Financial Advisory Group, LLC | 12,885 | $4.81M | 0.37% | −131−1.0% | Reduced |
| Shay Capital LLC | 12,850 | $4.79M | 0.53% | +2,850+28.5% | Added |
| Landaas & Co | 12,850 | $4.79M | 0.87% | −521−3.9% | Reduced |
| Index Fund Advisors, Inc. | 12,826 | $4.78M | 0.19% | +2,226+21.0% | Added |
| Northern Financial Advisors Inc | 12,822 | $4.78M | 3.16% | +45+0.4% | Added |
| Hamilton Capital, LLC | 12,808 | $4.78M | 0.24% | +783+6.5% | Added |
| Berman McAleer LLC | 12,806 | $4.78M | 0.55% | +196+1.6% | Added |
| TTRF Capital Ltd | 12,800 | $4.78M | 3.15% | +12,800 | New |
| Virginia Wealth Management Group, Inc. | 12,797 | $4.77M | 2.38% | +193+1.5% | Added |
| Deane Retirement Strategies, Inc. | 12,790 | $4.77M | 2.02% | +12,790 | New |
| Blue Sky Capital Consultants Group, Inc. | 12,782 | $4.77M | 2.04% | +1,271+11.0% | Added |
| Investment Advisory Group, LLC | 12,771 | $4.76M | 1.03% | +827+6.9% | Added |
| Triumph Capital Management | 12,758 | $4.76M | 0.86% | +155+1.2% | Added |
| Rydar Equities, Inc. | 12,135 | $4.76M | 2.68% | +1,211+11.1% | Added |
| Clearwave Capital, LLC | 12,742 | $4.75M | 2.62% | +253+2.0% | Added |
| Lakeridge Wealth Management LLC | 12,722 | $4.75M | 1.74% | +811+6.8% | Added |
| Riversedge Advisors, LLC | 12,697 | $4.74M | 0.63% | +2,910+29.7% | Added |
| Asset Management Group, Inc. | 12,695 | $4.74M | 0.69% | +85+0.7% | Added |
| PUREfi Wealth, LLC | 12,692 | $4.73M | 2.60% | −716−5.3% | Reduced |
| Oak Grove Capital LLC | 12,689 | $4.73M | 0.35% | +2,393+23.2% | Added |
| Montgomery Investment Management Inc | 12,677 | $4.73M | 1.44% | +10.0% | Added |
| Invst, LLC | 12,661 | $4.72M | 0.46% | +1,006+8.6% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,089 | $4.72M | 1.43% | −12,354−75.1% | Reduced |
| Traveka Wealth, LLC | 12,653 | $4.72M | 1.57% | +177+1.4% | Added |
| Peddock Capital Advisors, LLC | 12,639 | $4.71M | 0.94% | −46−0.4% | Reduced |
| Shaker Investments LLC | 12,627 | $4.71M | 1.69% | −5,332−29.7% | Reduced |
| Floyd Financial Group LLC | 12,207 | $4.70M | 3.07% | −662−5.1% | Reduced |
| Orser Capital Management, LLC | 12,596 | $4.70M | 2.46% | −114−0.9% | Reduced |
| LeClair Wealth Partners LLC | 12,591 | $4.70M | 2.43% | +8,266+191.1% | Added |
| Pinnacle Wealth Management Group, Inc. | 12,587 | $4.70M | 2.19% | −390−3.0% | Reduced |
| Clarendon Private LLC | 12,580 | $4.69M | 3.02% | −182−1.4% | Reduced |
| Alchemi Wealth, LLC | 12,564 | $4.69M | 2.20% | −264−2.1% | Reduced |
| Hudock, Inc. | 12,548 | $4.68M | 0.60% | +26+0.2% | Added |
| Secured Retirement Advisors, LLC | 12,542 | $4.68M | 2.40% | +1,187+10.5% | Added |
| Up Strategic Wealth Investment Advisors LLC | 9,592 | $4.68M | 2.78% | +11+0.1% | Added |
| New World Advisors LLC | 12,521 | $4.67M | 0.79% | +2,005+19.1% | Added |
| Saiph Capital, LLC | 12,515 | $4.67M | 1.40% | +4,397+54.2% | Added |
| Wedgewood Investors Inc | 12,513 | $4.67M | 4.79% | +40+0.3% | Added |
| Corundum Group, Inc. | 12,510 | $4.67M | 1.38% | +51+0.4% | Added |
| Bingham Private Wealth, LLC | 12,508 | $4.67M | 3.21% | +994+8.6% | Added |
| Center For Asset Management LLC | 12,500 | $4.66M | 2.07% | −40.0% | Reduced |
| NFP Retirement, Inc. | 12,500 | $4.66M | 0.26% | +569+4.8% | Added |
| Strengthening Families & Communities, LLC | 12,461 | $4.65M | 1.03% | −138−1.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 12,458 | $4.65M | 0.24% | −764−5.8% | Reduced |
| Castlekeep Investment Advisors LLC | 12,454 | $4.65M | 2.33% | +8,843+244.9% | Added |
| Concorde Financial Corp | 12,450 | $4.64M | 3.74% | +138+1.1% | Added |
| Etesian Wealth Advisors, Inc. | 12,439 | $4.64M | 1.37% | −115−0.9% | Reduced |
| Forefront Wealth Partners, LLC | 12,430 | $4.64M | 1.44% | −340−2.7% | Reduced |
| Menard Financial Group LLC | 12,421 | $4.63M | 2.52% | +509+4.3% | Added |
| Harfst & Associates, Inc. | 12,409 | $4.63M | 0.72% | +28+0.2% | Added |
| Brookmont Capital Management | 12,387 | $4.62M | 2.48% | +1,515+13.9% | Added |
| 55 North Private Wealth, LLC | 12,379 | $4.62M | 0.91% | +473+4.0% | Added |
| Financial Plan, Inc. | 12,363 | $4.61M | 0.44% | +173+1.4% | Added |
| Regency Capital Management Inc. | 12,360 | $4.61M | 1.83% | +593+5.0% | Added |
| Avanda Investment Management Pte. Ltd. | 12,360 | $4.61M | 6.21% | +4,400+55.3% | Added |
| Flow Traders U.S. LLC | 12,358 | $4.61M | 0.19% | −18,575−60.0% | Reduced |
| GoalVest Advisory LLC | 12,357 | $4.61M | 0.85% | −2,777−18.3% | Reduced |
| Commons Capital, LLC | 12,355 | $4.61M | 3.22% | −9−0.1% | Reduced |
| Skylands Capital, LLC | 12,350 | $4.61M | 0.57% | +1,195+10.7% | Added |
| Independent Wealth Network Inc. | 12,347 | $4.61M | 1.17% | +1,130+10.1% | Added |
| Whelan Financial | 12,341 | $4.60M | 1.25% | +1,053+9.3% | Added |
| Warner Group LLC | 12,305 | $4.59M | 1.13% | +6,425+109.3% | Added |
| Blue Line Capital, LLC | 12,304 | $4.59M | 3.97% | +3,594+41.3% | Added |
| Bridger Management, LLC | 12,300 | $4.59M | 3.06% | 00.0% | Unchanged |
| Lattice Capital Management, LLC | 12,300 | $4.59M | 9.28% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 12,297 | $4.59M | 0.01% | 00.0% | Unchanged |
| E&G Advisors, LP | 12,294 | $4.59M | 0.89% | +178+1.5% | Added |
| Kercheville Advisors, LLC | 12,294 | $4.59M | 1.40% | −2,688−17.9% | Reduced |
| Signature Wealth Management Partners, LLC | 12,291 | $4.58M | 2.14% | +458+3.9% | Added |
| Roof Eidam & Maycock | 12,265 | $4.57M | 0.90% | −85−0.7% | Reduced |
| Samalin Investment Counsel, LLC | 12,262 | $4.57M | 1.46% | +1,021+9.1% | Added |
| South Shore Capital Advisors | 12,259 | $4.57M | 3.06% | −507−4.0% | Reduced |
| Prudent Investors Network | 12,258 | $4.57M | 0.89% | −10,166−45.3% | Reduced |
| Omnia Family Wealth, LLC | 12,258 | $4.57M | 1.23% | +19+0.2% | Added |