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; 6,248 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 2025
Institutional positions in Microsoft Corp as of Jun 30, 2025. 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
- 5,828
- +133 vs. Q1 2025
- Shares held
- 5.38B
- +28.7M (+0.5%) vs. Q1 2025
- Total value
- $2.67T
- +$663.3B (+33.0%) vs. Q1 2025
- New holders
- 240
- 2,580 more added
- Sold out
- 107
- 2,616 more reduced
81 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 6,248 | $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 2025
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Seros Financial, LLC | 2,760 | $1.37M | 0.87% | −6−0.2% | Reduced |
| Joseph P. Lucia & Associates, LLC | 2,771 | $1.38M | 0.56% | +456+19.7% | Added |
| NavPoint Financial, Inc. | 2,772 | $1.38M | 0.83% | 00.0% | Unchanged |
| Main Line Retirement Advisors, LLC | 2,773 | $1.38M | 0.79% | +46+1.7% | Added |
| Waterford Advisors, LLC | 1,268 | $1.38M | 0.51% | −1,510−54.4% | Reduced |
| Signature Resources Capital Management, LLC | 2,779 | $1.38M | 0.84% | +98+3.7% | Added |
| Kondo Wealth Advisors, Inc. | 2,809 | $1.38M | 0.61% | −105−3.6% | Reduced |
| Pollock Investment Advisors, LLC | 2,784 | $1.38M | 1.13% | −197−6.6% | Reduced |
| Tidemark, LLC | 2,785 | $1.39M | 0.45% | +104+3.9% | Added |
| Tumwater Wealth Management, LLC | 2,789 | $1.39M | 0.64% | −36−1.3% | Reduced |
| Define Financial, LLC | 2,797 | $1.39M | 0.92% | +16+0.6% | Added |
| SWMG, LLC | 2,715 | $1.39M | 0.47% | −180−6.2% | Reduced |
| Everstar Asset Management, LLC | 2,801 | $1.39M | 0.85% | +47+1.7% | Added |
| G2 Capital Management, LLC | 2,805 | $1.40M | 0.39% | −4−0.1% | Reduced |
| FFT Wealth Management LLC | 2,679 | $1.40M | 0.27% | +154+6.1% | Added |
| Global Wealth Strategies & Associates | 2,806 | $1.40M | 0.40% | −404−12.6% | Reduced |
| Lifelong Wealth Advisors, Inc. | 2,808 | $1.40M | 0.46% | +252+9.9% | Added |
| Weil Company, Inc. | 2,812 | $1.40M | 0.37% | +534+23.4% | Added |
| Dean Investment Associates, LLC | 2,819 | $1.40M | 0.21% | −18−0.6% | Reduced |
| Tenon Financial LLC | 3,736 | $1.40M | 0.62% | 00.0% | Unchanged |
| Harvest Investment Advisors, LLC | 2,821 | $1.40M | 0.90% | +2,821 | New |
| Arlington Capital Management, Inc. | 2,825 | $1.41M | 1.22% | −97−3.3% | Reduced |
| Penobscot Wealth Management | 2,832 | $1.41M | 0.50% | −31−1.1% | Reduced |
| Optima Capital LLC | 2,835 | $1.41M | 0.76% | +240+9.2% | Added |
| Colorado Capital Management, Inc. | 2,839 | $1.41M | 0.61% | +221+8.4% | Added |
| Warner Financial, Inc | 2,842 | $1.41M | 0.58% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 2,848 | $1.42M | 0.85% | −502−15.0% | Reduced |
| Brightwater Advisory LLC | 2,848 | $1.42M | 1.02% | +210+8.0% | Added |
| ODonnell Financial Services, LLC | 2,851 | $1.42M | 0.54% | −87−3.0% | Reduced |
| Morling Financial Advisors, LLC | 2,855 | $1.42M | 0.47% | −2,010−41.3% | Reduced |
| Michael S. Ryan, Inc. | 2,857 | $1.42M | 0.90% | +78+2.8% | Added |
| Planning Directions Inc | 2,857 | $1.42M | 0.80% | −791−21.7% | Reduced |
| Archetype Wealth Partners | 2,859 | $1.42M | 0.20% | +282+10.9% | Added |
| Seaside Wealth Management, Inc. | 2,868 | $1.43M | 0.45% | +1,572+121.3% | Added |
| NBZ Investment Advisors LLC | 2,878 | $1.43M | 0.82% | −78−2.6% | Reduced |
| Blankinship & Foster, LLC | 2,880 | $1.43M | 0.34% | +130+4.7% | Added |
| Equita Financial Network, Inc. | 2,887 | $1.44M | 0.57% | −282−8.9% | Reduced |
| BHK Investment Advisors, LLC | 2,889 | $1.44M | 0.56% | −73−2.5% | Reduced |
| Saudi Central Bank | 2,905 | $1.44M | 0.06% | +126+4.5% | Added |
| Alpha Financial Partners, LLC | 2,909 | $1.45M | 1.04% | +539+22.7% | Added |
| Verus Wealth Management, LLC | 2,913 | $1.45M | 1.46% | −26−0.9% | Reduced |
| Mizuho Securities Co. Ltd. | 2,920 | $1.45M | 5.24% | +2,580+758.8% | Added |
| 25 LLC | 2,925 | $1.46M | 0.53% | +185+6.8% | Added |
| Flower City Capital | 2,926 | $1.46M | 0.86% | −65−2.2% | Reduced |
| Chris Bulman Inc | 2,928 | $1.46M | 0.83% | +233+8.6% | Added |
| Keener Financial Planning LLC | 2,934 | $1.46M | 0.73% | 00.0% | Unchanged |
| 21 West Wealth Management LLC | 2,934 | $1.46M | 1.47% | +2,934 | New |
| LifePlan Investment Advisors, Inc. | 2,936 | $1.46M | 0.73% | −155−5.0% | Reduced |
| BostonPremier Wealth LLC | 2,942 | $1.46M | 0.81% | +539+22.4% | Added |
| Financial Harvest, LLC | 2,943 | $1.46M | 1.09% | +2,943 | New |
| Second Half Financial Partners, LLC | 2,946 | $1.47M | 0.69% | −240−7.5% | Reduced |
| Cairn Investment Group, Inc. | 2,948 | $1.47M | 0.77% | −83−2.7% | Reduced |
| Ameraudi Asset Management, Inc. | 2,949 | $1.47M | 0.77% | +331+12.6% | Added |
| Burr Financial Services, LLC | 2,957 | $1.47M | 1.24% | −989−25.1% | Reduced |
| Tandem Wealth Advisors LLC | 2,958 | $1.47M | 0.73% | +270+10.0% | Added |
| Financial Guidance Group, Inc. | 2,960 | $1.47M | 0.72% | −315−9.6% | Reduced |
| Gimbal Financial | 2,960 | $1.47M | 0.90% | +39+1.3% | Added |
| Cushing Capital Partners, LLC | 2,962 | $1.47M | 1.24% | −200−6.3% | Reduced |
| GGM Financials LLC | 2,963 | $1.47M | 0.86% | +4+0.1% | Added |
| Lionshead Wealth Management, LLC | 2,963 | $1.47M | 1.36% | +148+5.3% | Added |
| Ridgepath Capital Management LLC | 2,976 | $1.48M | 0.68% | +2+0.1% | Added |
| Vision Financial Markets LLC | 2,978 | $1.48M | 1.40% | −4−0.1% | Reduced |
| APCM Wealth Management for Individuals | 2,980 | $1.48M | 0.21% | +273+10.1% | Added |
| Christensen, King & Associates Investment Services, Inc. | 2,981 | $1.48M | 0.68% | +53+1.8% | Added |
| Chiron Capital Management, LLC | 2,983 | $1.48M | 1.29% | −222−6.9% | Reduced |
| Financial Enhancement Group LLC | 2,949 | $1.48M | 0.21% | +96+3.4% | Added |
| Stegent Equity Advisors, Inc. | 2,993 | $1.49M | 1.32% | +250+9.1% | Added |
| Copley Financial Group, Inc. | 2,994 | $1.49M | 1.10% | −208−6.5% | Reduced |
| Keb Asset Management, LLC | 2,994 | $1.49M | 0.37% | −29−1.0% | Reduced |
| Tranquilli Financial Advisor LLC | 2,995 | $1.49M | 0.92% | +12+0.4% | Added |
| Lowe Wealth Advisors, LLC | 2,998 | $1.49M | 0.58% | −23−0.8% | Reduced |
| Gruss & Co., LLC | 3,000 | $1.49M | 6.97% | −3,500−53.8% | Reduced |
| De Lisle Partners LLP | 3,000 | $1.49M | 0.21% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 3,005 | $1.49M | 6.70% | +233+8.4% | Added |
| Kraematon Investment Advisors, Inc | 3,008 | $1.50M | 1.41% | −27−0.9% | Reduced |
| Martin Worley Group | 3,008 | $1.50M | 0.73% | +290+10.7% | Added |
| Tower Wealth Partners, Inc. | 3,018 | $1.50M | 0.89% | +6+0.2% | Added |
| Intergy Private Wealth, LLC | 3,019 | $1.50M | 0.51% | +746+32.8% | Added |
| Pin Oak Investment Advisors Inc | 4,004 | $1.50M | 1.27% | −5,915−59.6% | Reduced |
| KilterHowling LLC | 3,022 | $1.50M | 0.90% | +2+0.1% | Added |
| Hardin Capital Partners, LLC | 3,055 | $1.50M | 0.88% | −935−23.4% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 3,023 | $1.50M | 1.71% | −10.0% | Reduced |
| Spring Capital Management, LLC | 3,024 | $1.50M | 0.79% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 3,025 | $1.50M | 0.65% | −261−7.9% | Reduced |
| Columbia Advisory Partners LLC | 3,028 | $1.51M | 1.14% | +21+0.7% | Added |
| H&H Retirement Design & Management INC | 2,953 | $1.51M | 0.83% | +389+15.2% | Added |
| Hobbs Wealth Management, LLC | 3,031 | $1.51M | 1.44% | +926+44.0% | Added |
| Schwartz Investment Counsel Inc | 3,045 | $1.51M | 0.05% | 00.0% | Unchanged |
| Clark & Stuart, Inc | 3,052 | $1.52M | 1.14% | +307+11.2% | Added |
| Wealth Advisors Northwest LLC | 3,057 | $1.52M | 0.80% | +399+15.0% | Added |
| Bramshill Investments, LLC | 3,057 | $1.52M | 0.16% | +57+1.9% | Added |
| Omnitrust Wealth Management, Inc | 4,082 | $1.52M | 1.84% | +4,082 | New |
| Flywheel Private Wealth LLC | 3,065 | $1.52M | 1.22% | −210−6.4% | Reduced |
| Alterna Wealth Management, Inc | 3,086 | $1.54M | 1.23% | −1,315−29.9% | Reduced |
| USAdvisors Wealth Management, LLC | 3,096 | $1.54M | 0.57% | −3,183−50.7% | Reduced |
| Jones Road Capital Management, L.P. | 3,100 | $1.54M | 1.50% | −900−22.5% | Reduced |
| Trinity Wealth Management, LLC | 3,100 | $1.54M | 0.61% | −28−0.9% | Reduced |
| Alpha Advisors, LLC | 3,101 | $1.54M | 1.32% | +7+0.2% | Added |
| Hiley Hunt Wealth Management | 3,103 | $1.54M | 0.78% | −56−1.8% | Reduced |
| Holland Advisory Services, Inc. | 3,108 | $1.55M | 2.26% | +522+20.2% | Added |