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 |
|---|---|---|---|---|---|
| MBE Wealth Management, LLC | 3,108 | $1.55M | 0.67% | +28+0.9% | Added |
| Instrumental Wealth, LLC | 3,062 | $1.55M | 1.23% | +42+1.4% | Added |
| Magnolia Wealth Management, LLC | 3,119 | $1.55M | 1.01% | 00.0% | Unchanged |
| SWS Partners | 3,119 | $1.55M | 0.42% | −368−10.6% | Reduced |
| Gibson Capital, LLC | 3,121 | $1.55M | 0.31% | −740−19.2% | Reduced |
| WESPAC Advisors, LLC | 3,130 | $1.56M | 1.09% | −63−2.0% | Reduced |
| Morris Financial Concepts, Inc. | 3,135 | $1.56M | 0.62% | −53−1.7% | Reduced |
| REDW Wealth LLC | 3,136 | $1.56M | 0.62% | −78−2.4% | Reduced |
| Welch Capital Partners LLC | 3,137 | $1.56M | 0.35% | 00.0% | Unchanged |
| Fortune 45 LLC | 3,136 | $1.56M | 0.90% | +48+1.6% | Added |
| Echo Wealth Management, LLC | 3,146 | $1.56M | 0.96% | −288−8.4% | Reduced |
| BLVD Private Wealth, LLC | 3,150 | $1.57M | 1.48% | +3,150 | New |
| CPA Asset Management LLC | 3,151 | $1.57M | 0.66% | −15−0.5% | Reduced |
| Arbor Wealth Advisors LLC | 3,163 | $1.57M | 1.28% | 00.0% | Unchanged |
| Quantum Financial Planning Services, Inc. | 3,165 | $1.57M | 0.74% | −731−18.8% | Reduced |
| Lutz Financial Services LLC | 3,165 | $1.57M | 0.12% | +138+4.6% | Added |
| Asset Planning Corporation | 3,180 | $1.58M | 0.84% | +10.0% | Added |
| Ipsen Advisor Group LLC | 3,183 | $1.58M | 1.21% | +123+4.0% | Added |
| Sprinkle Financial Consultants LLC | 3,185 | $1.58M | 0.97% | −94−2.9% | Reduced |
| Miller Financial Services LLC | 3,189 | $1.59M | 2.02% | −22−0.7% | Reduced |
| Hirtle Callaghan & Co LLC | 3,192 | $1.59M | 0.06% | −1,316−29.2% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 3,199 | $1.59M | 0.55% | +217+7.3% | Added |
| Castellan Group, LLC | 3,200 | $1.59M | 0.29% | −35,367−91.7% | Reduced |
| James Reed Financial Services, Inc. | 3,201 | $1.59M | 1.44% | +40+1.3% | Added |
| Harvest Investment Services, LLC | 3,203 | $1.59M | 0.36% | −56−1.7% | Reduced |
| AJ Advisors, LLC | 3,212 | $1.60M | 0.71% | −22−0.7% | Reduced |
| Brown Financial Advisory | 3,213 | $1.60M | 0.88% | +1,054+48.8% | Added |
| One Degree Advisors Inc | 3,215 | $1.60M | 0.57% | +670+26.3% | Added |
| Dougherty Wealth Advisers LLC | 3,215 | $1.60M | 1.06% | 00.0% | Unchanged |
| Koa Wealth Management, LLC | 3,215 | $1.60M | 1.27% | −15−0.5% | Reduced |
| Moneywise, Inc. | 3,219 | $1.60M | 0.75% | +240+8.1% | Added |
| Future Fund LLC | 3,220 | $1.60M | 0.72% | +299+10.2% | Added |
| Post Resch Tallon Group Inc. | 3,223 | $1.60M | 1.54% | +10.0% | Added |
| Seven Springs Wealth Group, LLC | 3,224 | $1.60M | 0.40% | −123−3.7% | Reduced |
| OmniStar Financial Group, Inc. | 3,225 | $1.60M | 1.20% | +627+24.1% | Added |
| Demars Financial Group, LLC | 3,227 | $1.60M | 0.62% | −1,199,856−99.7% | Reduced |
| Granite FO LLC | 3,232 | $1.61M | 0.91% | −614−16.0% | Reduced |
| Integrity Wealth Advisors, Inc. | 3,233 | $1.61M | 1.12% | +1,058+48.6% | Added |
| LGT Financial Advisors LLC | 3,240 | $1.61M | 4.09% | +216+7.1% | Added |
| Slocum, Gordon & Co LLP | 3,241 | $1.61M | 1.30% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 3,161 | $1.61M | 0.58% | −38−1.2% | Reduced |
| Brand Asset Management Group, Inc. | 3,242 | $1.61M | 0.60% | −1,327−29.0% | Reduced |
| One + One Wealth Management, LLC | 3,243 | $1.61M | 0.88% | −70−2.1% | Reduced |
| Sheets Smith Investment Management | 3,243 | $1.61M | 1.42% | +3,243 | New |
| Botty Investors LLC | 3,244 | $1.61M | 0.47% | +78+2.5% | Added |
| Wallace Hart LLC | 3,247 | $1.62M | 1.29% | +3,247 | New |
| Gray Private Wealth, LLC | 3,255 | $1.62M | 0.87% | −1,156−26.2% | Reduced |
| Motiv8 Investments LLC | 3,258 | $1.62M | 0.99% | +328+11.2% | Added |
| Wallace Capital Management Inc. | 3,262 | $1.62M | 0.22% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 3,264 | $1.62M | 0.45% | −14−0.4% | Reduced |
| Parker Financial LLC | 3,269 | $1.63M | 0.70% | −28−0.8% | Reduced |
| Paloma Partners Management Co | 3,274 | $1.63M | 0.37% | −4,226−56.3% | Reduced |
| Kuhn & Co Investment Counsel | 3,280 | $1.63M | 1.23% | −6−0.2% | Reduced |
| Plum Street Advisors, LLC | 3,290 | $1.64M | 0.72% | +103+3.2% | Added |
| Avid Wealth Partners LLC | 3,292 | $1.64M | 0.94% | +1,293+64.7% | Added |
| Sage Investment Counsel LLC | 3,300 | $1.64M | 1.90% | −39−1.2% | Reduced |
| Causey Wealth LLC | 3,304 | $1.64M | 0.84% | +56+1.7% | Added |
| OMNI 360 Wealth, Inc. | 3,306 | $1.64M | 1.02% | +10.0% | Added |
| Fortress Financial Group, LLC | 3,312 | $1.65M | 1.40% | +260+8.5% | Added |
| Horizon Bancorp Inc | 3,315 | $1.65M | 0.83% | +484+17.1% | Added |
| Vanguard Capital Wealth Advisors | 3,327 | $1.65M | 1.64% | +340+11.4% | Added |
| Sightline Wealth Advisors, LLC | 3,331 | $1.66M | 0.80% | +170+5.4% | Added |
| Range Financial Group LLC | 3,331 | $1.66M | 0.65% | −19−0.6% | Reduced |
| McClarren Financial Advisors, Inc. | 3,333 | $1.66M | 1.08% | −1,668−33.4% | Reduced |
| Ofc Financial Planning, LLC | 3,334 | $1.66M | 1.76% | +36+1.1% | Added |
| Maven Securities LTD | 3,338 | $1.66M | 0.43% | −711−17.6% | Reduced |
| Reyes Financial Architecture, Inc. | 3,341 | $1.66M | 1.43% | +577+20.9% | Added |
| Cornercap Investment Counsel Inc | 3,343 | $1.66M | 0.87% | −81−2.4% | Reduced |
| Aufman Associates Inc | 3,353 | $1.67M | 1.03% | +219+7.0% | Added |
| OneAscent Investment Solutions LLC | 3,353 | $1.67M | 1.78% | −670−16.7% | Reduced |
| Smith & Howard Wealth Management, LLC | 3,355 | $1.67M | 0.42% | −183−5.2% | Reduced |
| Diker Management LLC | 3,362 | $1.67M | 1.57% | 00.0% | Unchanged |
| Sageworth Trust Co | 3,362 | $1.67M | 0.09% | +52+1.6% | Added |
| Wealthgarden F.S. LLC | 3,135 | $1.67M | 1.39% | +55+1.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 3,385 | $1.67M | 1.13% | −136−3.9% | Reduced |
| Bravias Capital Group, LLC | 3,379 | $1.68M | 1.23% | +963+39.9% | Added |
| Vermillion & White Wealth Management Group, LLC | 3,379 | $1.68M | 1.10% | +36+1.1% | Added |
| FORM Wealth Advisors, LLC | 3,379 | $1.68M | 0.20% | +133+4.1% | Added |
| North Capital, Inc. | 3,385 | $1.68M | 1.45% | −63−1.8% | Reduced |
| Continental Investors Services, Inc. | 3,386 | $1.68M | 3.03% | +115+3.5% | Added |
| Covestor Ltd | 3,387 | $1.69M | 0.99% | −962−22.1% | Reduced |
| Verus Financial Partners, Inc. | 3,349 | $1.69M | 0.17% | +105+3.2% | Added |
| Kelman-Lazarov, Inc. | 3,393 | $1.69M | 0.27% | +86+2.6% | Added |
| Edgewood Management LLC | 3,394 | $1.69M | 0.01% | −11,299−76.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 3,403 | $1.69M | 0.69% | 00.0% | Unchanged |
| May Barnhard Investments LLC | 3,408 | $1.70M | 0.79% | +4+0.1% | Added |
| Pachira Investments Inc. | 3,409 | $1.70M | 1.28% | −439−11.4% | Reduced |
| Seascape Capital Management | 3,412 | $1.70M | 0.54% | −196−5.4% | Reduced |
| Insight 2811, Inc. | 3,414 | $1.70M | 0.80% | +11+0.3% | Added |
| FMB Wealth Management | 3,419 | $1.70M | 0.81% | +105+3.2% | Added |
| IMPACTfolio, LLC | 3,421 | $1.70M | 0.81% | −10−0.3% | Reduced |
| Client 1st Advisory Group, LLC | 3,421 | $1.70M | 0.62% | −52−1.5% | Reduced |
| Elite Life Management LLC | 3,423 | $1.70M | 4.38% | +300+9.6% | Added |
| Rather & Kittrell, Inc. | 3,432 | $1.71M | 0.34% | +76+2.3% | Added |
| Gouws Capital LLC | 3,438 | $1.71M | 1.04% | −612−15.1% | Reduced |
| Ackerman Capital Advisors, LLC | 3,444 | $1.71M | 0.40% | +6+0.2% | Added |
| Forthright Family Wealth Advisory LLC | 3,448 | $1.72M | 1.09% | +137+4.1% | Added |
| Acas, LLC | 3,300 | $1.72M | 1.15% | +11+0.3% | Added |
| Awm Capital, LLC | 3,459 | $1.72M | 0.18% | −41−1.2% | Reduced |
| BXM Wealth LLC | 3,469 | $1.73M | 2.05% | −352−9.2% | Reduced |