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 |
|---|---|---|---|---|---|
| Endeavor Private Wealth, Inc. | 3,469 | $1.73M | 0.82% | −58−1.6% | Reduced |
| Howard Wealth Management, LLC | 3,470 | $1.73M | 0.87% | −47−1.3% | Reduced |
| Opus Capital Group, LLC | 3,471 | $1.73M | 0.21% | +165+5.0% | Added |
| Richwood Investment Advisors, LLC | 3,473 | $1.73M | 1.42% | −15−0.4% | Reduced |
| Seneca Financial Advisors LLC | 3,482 | $1.73M | 0.67% | −10.0% | Reduced |
| Lionsbridge Wealth Management LLC | 3,482 | $1.73M | 1.72% | −77−2.2% | Reduced |
| Silver Coast Investments LLC | 3,497 | $1.74M | 0.63% | −350−9.1% | Reduced |
| Better Money Decisions, LLC | 3,498 | $1.74M | 1.06% | +21+0.6% | Added |
| Croban | 3,499 | $1.74M | 1.49% | −42−1.2% | Reduced |
| Corient IA LLC | 3,500 | $1.74M | 1.03% | +800+29.6% | Added |
| Brogan Financial, Inc. | 3,511 | $1.75M | 0.78% | −191−5.2% | Reduced |
| Options Solutions, LLC | 3,515 | $1.75M | 0.63% | −146−4.0% | Reduced |
| Maseco LLP | 3,520 | $1.75M | 0.07% | +3,520 | New |
| Bay Capital Advisors, LLC | 3,533 | $1.76M | 1.34% | −69−1.9% | Reduced |
| Presilium Private Wealth, LLC | 3,534 | $1.76M | 0.36% | +110+3.2% | Added |
| Ferguson Shapiro LLC | 3,536 | $1.76M | 0.59% | −307−8.0% | Reduced |
| Sharp Financial Services, LLC | 3,538 | $1.76M | 1.13% | −391−10.0% | Reduced |
| West Financial Advisors, LLC | 3,541 | $1.76M | 0.31% | +4+0.1% | Added |
| Tang Capital Management LLC | 3,546 | $1.76M | 0.09% | −1,279−26.5% | Reduced |
| Wiser Wealth Management, Inc | 3,560 | $1.77M | 0.44% | +370+11.6% | Added |
| ACT Advisors, LLC. | 3,568 | $1.77M | 0.82% | +38+1.1% | Added |
| Earnest Partners LLC | 3,569 | $1.78M | 0.01% | 00.0% | Unchanged |
| RHS Financial, LLC | 3,574 | $1.78M | 1.01% | −499−12.3% | Reduced |
| Tucker Asset Management LLC | 3,575 | $1.78M | 0.57% | −43−1.2% | Reduced |
| Peak Financial Management, Inc. | 3,583 | $1.78M | 0.51% | +591+19.8% | Added |
| Barnes Dennig Private Wealth Management LLC | 3,590 | $1.79M | 2.14% | +523+17.1% | Added |
| Kooman & Associates | 3,594 | $1.79M | 0.60% | +26+0.7% | Added |
| Sterling Financial Planning, Inc. | 3,596 | $1.79M | 0.60% | −92−2.5% | Reduced |
| McNaughton Wealth Management, LLC | 3,596 | $1.79M | 0.80% | −78−2.1% | Reduced |
| Nova R Wealth, Inc. | 3,597 | $1.79M | 0.83% | −93−2.5% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 3,606 | $1.79M | 0.80% | −225−5.9% | Reduced |
| Single Point Partners, LLC | 3,611 | $1.80M | 0.39% | −301−7.7% | Reduced |
| Coign Capital Advisors LLC | 3,614 | $1.80M | 1.22% | +100+2.8% | Added |
| Deseret Mutual Benefit Administrators | 3,615 | $1.80M | 0.84% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 3,616 | $1.80M | 1.46% | −5,070−58.4% | Reduced |
| Panoramic Investment Advisors, LLC | 3,616 | $1.80M | 1.10% | −483−11.8% | Reduced |
| Cambridge Financial Group, LLC | 3,620 | $1.80M | 0.68% | −642−15.1% | Reduced |
| O'Neil Global Advisors, Inc. | 3,624 | $1.80M | 0.41% | +3,624 | New |
| Edge Financial Advisors LLC | 3,645 | $1.81M | 0.95% | +308+9.2% | Added |
| Anthracite Investment Company, Inc. | 3,636 | $1.81M | 0.94% | 00.0% | Unchanged |
| Fortitude Financial, LLC | 35,254 | $1.81M | 2.17% | +35,254 | New |
| Discipline Wealth Solutions, LLC | 3,644 | $1.81M | 0.69% | +943+34.9% | Added |
| Baer Investment Advisory LLC | 3,935 | $1.82M | 2.97% | −90−2.2% | Reduced |
| OneAscent Wealth Management LLC | 3,656 | $1.82M | 0.67% | +657+21.9% | Added |
| Zeit Capital LLC | 3,665 | $1.82M | 1.30% | −83−2.2% | Reduced |
| Saxony Capital Management, LLC | 3,667 | $1.82M | 1.40% | −64−1.7% | Reduced |
| Diversified Portfolios, Inc. | 3,668 | $1.82M | 0.17% | +354+10.7% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,669 | $1.82M | 0.60% | −390−9.6% | Reduced |
| Pingora Partners LLC | 3,670 | $1.83M | 1.36% | −15−0.4% | Reduced |
| Foundation Wealth Management, LLC | 3,684 | $1.83M | 1.28% | +86+2.4% | Added |
| Systematic Financial Management LP | 3,685 | $1.83M | 0.05% | 00.0% | Unchanged |
| Avant Financial Advisors LLC | 3,699 | $1.84M | 1.52% | +2+0.1% | Added |
| Sar Wealth Management Group, LLC | 3,701 | $1.84M | 1.13% | −109−2.9% | Reduced |
| Yeomans Consulting Group, Inc. | 3,741 | $1.84M | 0.76% | +146+4.1% | Added |
| My Purposeful Wealth Corp. | 3,516 | $1.85M | 0.66% | +1,145+48.3% | Added |
| Good Steward Wealth Advisors,LLC | 3,720 | $1.85M | 1.45% | −836−18.3% | Reduced |
| HighMark Wealth Management LLC | 3,721 | $1.85M | 0.90% | +584+18.6% | Added |
| Narus Financial Partners, LLC | 3,724 | $1.85M | 0.58% | +173+4.9% | Added |
| Pitti Group Wealth Management, LLC | 3,726 | $1.85M | 1.60% | −151−3.9% | Reduced |
| Astra Wealth Partners LLC | 3,737 | $1.86M | 1.50% | +478+14.7% | Added |
| Fiduciary Wealth Partners, LLC | 3,739 | $1.86M | 1.75% | −2,672−41.7% | Reduced |
| Basepoint Wealth LLC | 3,748 | $1.86M | 1.44% | +149+4.1% | Added |
| Integrity Investment Advisors, LLC | 3,749 | $1.86M | 1.43% | +463+14.1% | Added |
| Kapitalo Investimentos Ltda | 3,758 | $1.87M | 0.41% | −33,667−90.0% | Reduced |
| Compass Wealth Management, LLC | 3,761 | $1.87M | 1.00% | +3,761 | New |
| Integrated Capital Management, LLC | 3,668 | $1.87M | 0.90% | +12+0.3% | Added |
| Tru Independence Asset Management 2, LLC | 3,767 | $1.87M | 1.28% | −386−9.3% | Reduced |
| Guardian Financial Partners, LLC | 3,770 | $1.88M | 0.84% | +112+3.1% | Added |
| Spectrum Wealth Advisory Group, LLC | 3,778 | $1.88M | 0.87% | −4−0.1% | Reduced |
| Capital Squared Financial LLC | 3,779 | $1.88M | 2.19% | +3,779 | New |
| Mountain Capital Investment Advisors, Inc | 3,824 | $1.88M | 0.36% | +58+1.5% | Added |
| FSC Wealth Advisors, LLC | 3,786 | $1.88M | 1.19% | −6−0.2% | Reduced |
| Financial Network Wealth Advisors LLC | 3,791 | $1.89M | 2.29% | +20+0.5% | Added |
| BIP Alliance, LLC | 3,806 | $1.89M | 0.73% | +31+0.8% | Added |
| Yoder Wealth Management, Inc. | 3,806 | $1.89M | 0.99% | +455+13.6% | Added |
| Robinson Smith Wealth Advisors LLC | 3,812 | $1.90M | 1.52% | +62+1.7% | Added |
| Greenhouse Wealth Management, LLC | 3,824 | $1.90M | 1.23% | +4+0.1% | Added |
| JBR Co Financial Management Inc | 3,829 | $1.90M | 0.94% | −65−1.7% | Reduced |
| Vista Investment Management | 3,831 | $1.91M | 0.71% | −288−7.0% | Reduced |
| Visionary Horizons, LLC | 3,832 | $1.91M | 1.21% | +138+3.7% | Added |
| Clarity Wealth Development LLC | 3,834 | $1.91M | 1.90% | +800+26.4% | Added |
| Norris Financial Group, LLC | 3,843 | $1.91M | 0.78% | −1,853−32.5% | Reduced |
| Keystone Financial Services | 3,849 | $1.91M | 0.65% | +428+12.5% | Added |
| Sage Advisors, LLC | 3,850 | $1.92M | 1.37% | −654−14.5% | Reduced |
| SPG Advisors LLC | 3,852 | $1.92M | 22.96% | +3,852 | New |
| Clarion Wealth Managment Partners, LLC | 3,858 | $1.92M | 2.10% | +3,858 | New |
| Arcus Capital Partners, LLC | 3,859 | $1.92M | 0.83% | +32+0.8% | Added |
| Winebrenner Capital Management LLC | 3,871 | $1.93M | 1.55% | +10.0% | Added |
| Von Berge Wealth Management Group, LLC | 3,814 | $1.93M | 1.08% | +10.0% | Added |
| TB Capital Gestao de Recursos Ltda. | 3,878 | $1.93M | 1.67% | +3,878 | New |
| Paladin Advisory Group, LLC | 3,879 | $1.93M | 1.47% | +7+0.2% | Added |
| Private Wealth Management Group, LLC | 3,887 | $1.93M | 0.64% | +43+1.1% | Added |
| Profit Investment Management, LLC | 3,898 | $1.94M | 1.75% | −114−2.8% | Reduced |
| Austin Asset Management Co Inc | 3,905 | $1.94M | 0.38% | −285−6.8% | Reduced |
| Parkwoods Wealth Partners, LLC | 3,909 | $1.94M | 1.12% | +403+11.5% | Added |
| Creative Capital Management Investments LLC | 3,913 | $1.95M | 0.70% | +2+0.1% | Added |
| SMART Wealth LLC | 3,915 | $1.95M | 0.61% | +748+23.6% | Added |
| Bernardo Wealth Planning LLC | 3,919 | $1.95M | 0.42% | +367+10.3% | Added |
| Rodgers & Associates, LTD | 3,924 | $1.95M | 0.21% | −202−4.9% | Reduced |
| Armbruster Capital Management, Inc. | 3,924 | $1.95M | 0.35% | −50−1.3% | Reduced |