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; 6,247 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
- Institutional holders
- 6,247
- +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
- 3,209 more added
- Sold out
- 134
- 2,446 more reduced
85 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 296,327 | $110.6M | 1.61% | +4,204+1.4% | Added |
| Greenleaf Trust | 296,267 | $110.5M | 1.06% | +4,452+1.5% | Added |
| McDaniel Terry & Co | 295,851 | $110.4M | 8.62% | +280.0% | Added |
| Harvest Fund Management Co., Ltd | 295,250 | $110.1M | 3.64% | −17,389−5.6% | Reduced |
| Rockland Trust Co | 293,155 | $109.4M | 4.29% | +18,068+6.6% | Added |
| Cullen Capital Management LLC | 292,959 | $109.3M | 1.07% | +91,320+45.3% | Added |
| Castleark Management LLC | 292,770 | $109.2M | 2.94% | +28,668+10.9% | Added |
| Heritage Investors Management Corp | 292,324 | $109.0M | 3.02% | −1,972−0.7% | Reduced |
| KCM Investment Advisors LLC | 292,283 | $109.0M | 3.24% | +2,810+1.0% | Added |
| Bleakley Financial Group, LLC | 289,430 | $108.0M | 1.38% | +5,411+1.9% | Added |
| SCS Capital Management LLC | 288,945 | $107.8M | 1.02% | +183,360+173.7% | Added |
| Bollard Group LLC | 288,861 | $107.8M | 3.28% | +4,615+1.6% | Added |
| Joho Capital LLC | 287,000 | $107.1M | 23.25% | −21,300−6.9% | Reduced |
| Donaldson Capital Management, LLC | 286,452 | $106.9M | 3.06% | +9,111+3.3% | Added |
| Mogy Joel R Investment Counsel Inc | 286,312 | $106.8M | 6.12% | +538+0.2% | Added |
| Cohen Klingenstein LLC | 285,500 | $106.5M | 3.05% | 00.0% | Unchanged |
| Tiaa-Cref Individual & Institutional Services, LLC | 284,912 | $106.3M | 0.37% | +11,263+4.1% | Added |
| Birch Hill Investment Advisors LLC | 283,554 | $105.8M | 4.28% | +2,938+1.0% | Added |
| Calamos Wealth Management LLC | 283,321 | $105.7M | 3.21% | −8,968−3.1% | Reduced |
| Farmers & Merchants Investments Inc | 282,623 | $105.4M | 2.55% | +9,451+3.5% | Added |
| Vaughan David Investments LLC | 280,804 | $104.7M | 2.09% | +815+0.3% | Added |
| Rokos Capital Management LLP | 279,213 | $104.1M | 1.31% | +275,947+8,449.1% | Added |
| Howard Capital Management Inc. | 279,061 | $104.1M | 1.24% | +71,072+34.2% | Added |
| Banque Cantonale Vaudoise | 278,102 | $103.7M | 4.03% | +54,109+24.2% | Added |
| CAPROCK Group, Inc. | 277,477 | $103.5M | 1.98% | +277,477 | New |
| Advisors Asset Management, Inc. | 277,185 | $103.4M | 1.58% | +2,488+0.9% | Added |
| Trajan Wealth LLC | 277,148 | $103.4M | 3.90% | +640+0.2% | Added |
| Argent Trust Co | 276,063 | $103.0M | 2.97% | +6,322+2.3% | Added |
| Sit Investment Associates Inc | 275,845 | $102.9M | 1.95% | −3,106−1.1% | Reduced |
| Howland Capital Management LLC | 274,435 | $102.4M | 3.69% | −4,381−1.6% | Reduced |
| Meeder Asset Management Inc | 273,833 | $102.1M | 5.22% | +13,583+5.2% | Added |
| Triglav Skladi, D.O.O. | 273,792 | $102.1M | 5.38% | +33,010+13.7% | Added |
| MFF Capital Investments Ltd | 273,429 | $102.0M | 6.19% | 00.0% | Unchanged |
| GTS Securities LLC | 271,597 | $101.3M | 2.13% | +83,734+44.6% | Added |
| Talbot Financial, LLC | 271,136 | $101.1M | 7.44% | +5,329+2.0% | Added |
| Capital International Ltd | 270,352 | $100.8M | 3.29% | −36,628−11.9% | Reduced |
| Evergreen Capital Management LLC | 269,967 | $100.7M | 1.77% | +41,742+18.3% | Added |
| Foundations Investment Advisors, LLC | 269,741 | $100.6M | 1.04% | +29,427+12.2% | Added |
| GW&K Investment Management, LLC | 269,177 | $100.4M | 0.78% | −3,512−1.3% | Reduced |
| Bryn Mawr Trust Co | 268,913 | $100.3M | 2.24% | −4,274−1.6% | Reduced |
| Segall Bryant & Hamill, LLC | 268,006 | $100.0M | 1.19% | +22,616+9.2% | Added |
| Wesleyan Assurance Society | 266,858 | $99.5M | 5.03% | +450+0.2% | Added |
| Highland Capital Management, LLC | 264,734 | $98.8M | 4.55% | −23,408−8.1% | Reduced |
| Chicago Capital, LLC | 263,586 | $98.3M | 2.37% | −43,134−14.1% | Reduced |
| Mirova | 263,154 | $98.2M | 3.63% | +74,305+39.3% | Added |
| Brookstone Capital Management | 262,567 | $97.9M | 0.98% | +34,909+15.3% | Added |
| Kingsview Wealth Management, LLC | 262,425 | $97.9M | 1.19% | +11,168+4.4% | Added |
| First Citizens Bank & Trust Co | 261,320 | $97.5M | 1.46% | +4,764+1.9% | Added |
| Profund Advisors LLC | 260,957 | $97.3M | 2.68% | +24,453+10.3% | Added |
| DF Dent & Co Inc | 260,499 | $97.2M | 1.84% | −32,951−11.2% | Reduced |
| Roffman Miller Associates Inc | 260,345 | $97.1M | 5.08% | +2,725+1.1% | Added |
| Pensionmark Financial Group, LLC | 262,135 | $97.1M | 1.61% | −18,353−6.5% | Reduced |
| Guyasuta Investment Advisors Inc | 260,246 | $97.1M | 5.02% | +914+0.4% | Added |
| Guardcap Asset Management Ltd | 256,389 | $96.7M | 6.87% | −50,176−16.4% | Reduced |
| Northeast Investment Management | 259,061 | $96.6M | 3.56% | +4,668+1.8% | Added |
| Covea Finance | 258,918 | $96.6M | 3.05% | −161,500−38.4% | Reduced |
| Maple Capital Management, Inc. | 258,738 | $96.5M | 5.73% | −1,764−0.7% | Reduced |
| Franklin Street Advisors Inc | 258,696 | $96.5M | 5.39% | +1,829+0.7% | Added |
| Altshuler Shaham Ltd | 258,503 | $96.4M | 1.20% | +247,380+2,224.0% | Added |
| GuoLine Advisory Pte Ltd | 258,320 | $96.4M | 8.98% | 00.0% | Unchanged |
| Park National Corp | 257,453 | $96.0M | 2.69% | +5,910+2.3% | Added |
| Community Trust & Investment Co | 256,067 | $95.5M | 4.93% | +17,044+7.1% | Added |
| South State Corp. | 255,563 | $95.3M | 3.98% | −1,169−0.5% | Reduced |
| Empirical Finance, LLC | 254,426 | $94.9M | 3.95% | +8,683+3.5% | Added |
| Trust Co of Vermont | 254,322 | $94.9M | 3.54% | +254,322 | New |
| Systematic Alpha Investments, LLC | 251,402 | $93.8M | 2.52% | 00.0% | Unchanged |
| Dakota Wealth Management | 250,746 | $93.5M | 1.79% | −14,755−5.6% | Reduced |
| Axxcess Wealth Management, LLC | 251,579 | $93.4M | 1.49% | +16,191+6.9% | Added |
| We Are One Seven, LLC | 250,008 | $93.3M | 1.54% | +27,942+12.6% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 249,672 | $93.1M | 3.53% | +16,468+7.1% | Added |
| Lockheed Martin Investment Management Co | 248,650 | $92.8M | 3.67% | −83,090−25.0% | Reduced |
| Value Partners Investments Inc. | 247,817 | $92.3M | 6.44% | +55,856+29.1% | Added |
| Agave Capital Management Ltd | 247,379 | $92.3M | 10.09% | +247,379 | New |
| Mutual Advisors, LLC | 247,016 | $92.1M | 1.74% | +5,872+2.4% | Added |
| Sather Financial Group Inc | 246,993 | $92.1M | 5.29% | +15,301+6.6% | Added |
| Ancora Advisors, LLC | 245,587 | $91.6M | 1.77% | +6,320+2.6% | Added |
| NorthCrest Asset Manangement, LLC | 237,680 | $91.4M | 2.35% | +13,676+6.1% | Added |
| Smith, Salley & Associates | 243,743 | $90.9M | 3.95% | +2,634+1.1% | Added |
| Davidson Investment Advisors | 242,760 | $90.6M | 3.70% | −6,535−2.6% | Reduced |
| Arkadios Wealth Advisors | 242,396 | $90.4M | 1.39% | +4,933+2.1% | Added |
| Global Retirement Partners, LLC | 242,026 | $90.3M | 1.38% | +242,026 | New |
| Letko, Brosseau & Associates Inc | 241,356 | $90.0M | 1.33% | +70,343+41.1% | Added |
| OpenArc Corporate Advisory, LLC | 241,243 | $90.0M | 1.07% | −1,225−0.5% | Reduced |
| Ninety One North America, Inc. | 240,494 | $89.7M | 4.20% | −4,701−1.9% | Reduced |
| Venture Visionary Partners LLC | 240,248 | $89.6M | 2.50% | +15,399+6.8% | Added |
| Avenir Corp | 239,602 | $89.4M | 10.89% | −4,508−1.8% | Reduced |
| Signature Estate & Investment Advisors LLC | 239,512 | $89.4M | 1.61% | −922−0.4% | Reduced |
| L1 Capital International Pty Ltd | 239,273 | $89.3M | 5.23% | −98,718−29.2% | Reduced |
| J.W. Cole Advisors, Inc. | 238,682 | $89.0M | 1.53% | +238,682 | New |
| Northwestern Mutual Investment Management Company, LLC | 238,168 | $88.8M | 1.04% | +566+0.2% | Added |
| Wedbush Securities Inc | 237,199 | $88.5M | 2.28% | −2,076−0.9% | Reduced |
| Nwam LLC | 236,996 | $88.4M | 4.42% | +7,440+3.2% | Added |
| Resources Investment Advisors, LLC. | 236,371 | $88.2M | 0.74% | −2,469−1.0% | Reduced |
| Deprince Race & Zollo Inc | 235,894 | $88.0M | 1.48% | +155,724+194.2% | Added |
| Annex Advisory Services, LLC | 235,346 | $87.8M | 1.50% | −3,595−1.5% | Reduced |
| Klingenstein Fields & Co LP | 235,017 | $87.7M | 3.07% | +360+0.2% | Added |
| Snowden Capital Advisors LLC | 234,075 | $87.3M | 2.06% | +2,881+1.2% | Added |
| Global X Japan Co., Ltd. | 233,922 | $87.3M | 3.21% | +58,390+33.3% | Added |
| Mount Yale Investment Advisors, LLC | 233,876 | $87.2M | 1.62% | +2,899+1.3% | Added |
| Principal Securities, Inc. | 233,753 | $87.2M | 1.05% | +9,820+4.4% | Added |