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 |
|---|---|---|---|---|---|
| Wealth Management Nebraska | 3,939 | $1.95M | 0.26% | +25+0.6% | Added |
| Centricity Wealth Management, LLC | 3,927 | $1.95M | 1.56% | −31−0.8% | Reduced |
| Cadent Capital Advisors, LLC | 3,930 | $1.95M | 0.64% | +79+2.1% | Added |
| Defined Wealth Management, LLC | 3,931 | $1.96M | 1.21% | +138+3.6% | Added |
| Westfuller Advisors, LLC | 3,931 | $1.96M | 1.11% | +454+13.1% | Added |
| Battery Global Advisors, LLC | 3,935 | $1.96M | 0.97% | +2+0.1% | Added |
| Blossom Wealth Management | 3,935 | $1.96M | 3.47% | +23+0.6% | Added |
| Brio Consultants, LLC | 3,944 | $1.96M | 0.29% | +509+14.8% | Added |
| Santori & Peters | 3,966 | $1.97M | 0.71% | +10.0% | Added |
| BluePath Capital Management, LLC | 3,972 | $1.98M | 1.74% | −62−1.5% | Reduced |
| Vantage Point Financial LLC | 3,974 | $1.98M | 0.87% | +547+16.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 3,975 | $1.98M | 0.22% | +535+15.6% | Added |
| Towerpoint Wealth, LLC | 3,984 | $1.98M | 0.88% | −71−1.8% | Reduced |
| Brown Wealth Management, LLC | 3,988 | $1.98M | 0.62% | +978+32.5% | Added |
| First Wilshire Securities Management Inc | 4,000 | $1.99M | 0.54% | 00.0% | Unchanged |
| Shay Capital LLC | 4,000 | $1.99M | 0.45% | +4,000 | New |
| IVC Wealth Advisors LLC | 4,001 | $1.99M | 0.97% | +134+3.5% | Added |
| William B. Walkup & Associates, Inc. | 4,001 | $1.99M | 1.17% | 00.0% | Unchanged |
| Rebalance, LLC | 4,009 | $1.99M | 0.14% | −3−0.1% | Reduced |
| PMG Wealth Management, Inc. | 4,012 | $2.00M | 1.65% | −105−2.6% | Reduced |
| Absolute Capital Management, LLC | 4,025 | $2.00M | 1.01% | −1,174−22.6% | Reduced |
| Ogorek Anthony Joseph | 4,039 | $2.01M | 0.62% | +51+1.3% | Added |
| Payne Capital Management, LLC | 4,040 | $2.01M | 0.77% | +2,814+229.5% | Added |
| C M Bidwell & Associates Ltd | 4,042 | $2.01M | 1.04% | −115−2.8% | Reduced |
| New Vernon Investment Management LLC | 4,042 | $2.01M | 2.34% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 4,043 | $2.01M | 0.30% | +181+4.7% | Added |
| Alpha Zero LLC | 4,046 | $2.01M | 1.31% | −95−2.3% | Reduced |
| Portfolio Strategies, Inc. | 4,055 | $2.02M | 0.26% | −21−0.5% | Reduced |
| Powell Investment Advisors, LLC | 4,056 | $2.02M | 0.76% | +221+5.8% | Added |
| Georgetown University | 4,060 | $2.02M | 0.77% | +7+0.2% | Added |
| Redwood Financial Network Corp | 4,066 | $2.02M | 1.37% | +166+4.3% | Added |
| Strategic Equity Management | 4,068 | $2.02M | 0.74% | −160−3.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4,079 | $2.03M | 0.24% | −691−14.5% | Reduced |
| Dale Q Rice Investment Management Ltd | 4,013 | $2.03M | 1.68% | −3,343−45.4% | Reduced |
| Phocas Financial Corp. | 4,080 | $2.03M | 0.29% | 00.0% | Unchanged |
| Crane Advisory, LLC | 4,049 | $2.04M | 0.34% | −14−0.3% | Reduced |
| Flagship Wealth Advisors, LLC | 4,101 | $2.04M | 0.77% | +72+1.8% | Added |
| RMR Capital Management, LLC | 4,107 | $2.04M | 1.46% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 4,108 | $2.04M | 0.12% | −212−4.9% | Reduced |
| Hartmann Taylor Wealth Management, LLC | 4,110 | $2.04M | 1.70% | +85+2.1% | Added |
| Ironwood Investment Management LLC | 4,113 | $2.05M | 1.00% | +38+0.9% | Added |
| SRN Advisors, LLC | 4,120 | $2.05M | 1.87% | −661−13.8% | Reduced |
| Landing Point Financial Group, LLC | 4,137 | $2.06M | 1.30% | +27+0.7% | Added |
| jvl associates llc | 4,138 | $2.06M | 0.74% | +68+1.7% | Added |
| Austin Wealth Management, LLC | 3,859 | $2.06M | 0.37% | −1,056−21.5% | Reduced |
| Lakeshore Capital Group, Inc. | 4,139 | $2.06M | 1.83% | +91+2.2% | Added |
| Sterling Financial Group, Inc. | 4,150 | $2.06M | 0.69% | −1,337−24.4% | Reduced |
| Cowa, LLC | 4,160 | $2.07M | 0.79% | −344−7.6% | Reduced |
| Grove Street Fiduciary, LLC | 4,166 | $2.07M | 1.00% | −9−0.2% | Reduced |
| WFA of San Diego, LLC | 4,166 | $2.07M | 1.53% | +4,166 | New |
| Lockerman Financial Group, Inc. | 4,169 | $2.07M | 2.79% | +15+0.4% | Added |
| Conrad Siegel Investment Advisors, Inc. | 4,171 | $2.07M | 0.47% | −43−1.0% | Reduced |
| Frazier Financial Advisors, LLC | 4,174 | $2.08M | 1.46% | +380+10.0% | Added |
| Coordinated Financial Services, Inc. | 4,176 | $2.08M | 1.44% | +4,176 | New |
| Glass Jacobson Investment Advisors llc | 4,176 | $2.08M | 0.80% | −3,521−45.7% | Reduced |
| Voisard Asset Management Group, Inc. | 4,186 | $2.08M | 0.54% | +322+8.3% | Added |
| Castlekeep Investment Advisors LLC | 4,189 | $2.08M | 1.02% | +219+5.5% | Added |
| Yoffe Investment Management, LLC | 4,200 | $2.09M | 2.86% | +10.0% | Added |
| Tacita Capital Inc | 4,209 | $2.09M | 1.35% | +435+11.5% | Added |
| CAP Partners, LLC | 4,216 | $2.10M | 1.32% | +17+0.4% | Added |
| Cambria Investment Management, L.P. | 4,221 | $2.10M | 0.14% | +3,278+347.6% | Added |
| Wealth Watch Advisors, INC | 5,985 | $2.10M | 1.25% | +1,951+48.4% | Added |
| Castleview Partners, LLC | 4,226 | $2.10M | 1.35% | −804−16.0% | Reduced |
| American Financial Advisors, LLC | 4,230 | $2.10M | 0.29% | −21−0.5% | Reduced |
| Curtis Advisory Group, LLC | 4,240 | $2.11M | 0.53% | −79−1.8% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,240 | $2.11M | 0.02% | −380−8.2% | Reduced |
| Element Wealth, LLC | 4,244 | $2.11M | 0.97% | +1,095+34.8% | Added |
| Gladius Capital Management LP | 4,245 | $2.11M | 3.31% | −28,114−86.9% | Reduced |
| Clear Investment Research, LLC | 4,245 | $2.11M | 2.66% | +33+0.8% | Added |
| Willow Creek Wealth Management Inc. | 4,252 | $2.12M | 0.19% | +112+2.7% | Added |
| Brown Capital Management LLC | 4,253 | $2.12M | 0.06% | −6,021−58.6% | Reduced |
| BLKBRD Asset Management, LP | 4,257 | $2.12M | 1.19% | +4,257 | New |
| Cedar Wealth Management, LLC | 4,259 | $2.12M | 0.72% | −38−0.9% | Reduced |
| Private Capital Advisors, Inc. | 4,261 | $2.12M | 0.26% | +20.0% | Added |
| Planning Center, Inc. | 4,265 | $2.12M | 0.23% | −24−0.6% | Reduced |
| Foguth Wealth Management, LLC. | 4,265 | $2.12M | 0.45% | +524+14.0% | Added |
| Gridiron Partners, LLC | 4,265 | $2.12M | 1.32% | 00.0% | Unchanged |
| Red Tortoise LLC | 4,267 | $2.12M | 1.04% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 4,267 | $2.12M | 1.42% | −4−0.1% | Reduced |
| Illumine Investment Management, LLC | 4,270 | $2.12M | 1.69% | +15+0.4% | Added |
| M1 Capital Management LLC | 4,270 | $2.12M | 1.07% | +65+1.5% | Added |
| Sanders Morris Harris LLC | 4,275 | $2.13M | 0.51% | −8,837−67.4% | Reduced |
| Plan Group Financial, LLC | 4,275 | $2.13M | 0.70% | +33+0.8% | Added |
| Integrity Wealth Solutions LLC | 4,280 | $2.13M | 1.04% | +34+0.8% | Added |
| Partners Wealth Management, LLC | 5,573 | $2.13M | 2.42% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 4,285 | $2.13M | 3.70% | +172+4.2% | Added |
| Hofer & Associates. Inc | 4,286 | $2.13M | 1.33% | +124+3.0% | Added |
| Guidance Point Advisors, LLC | 4,287 | $2.13M | 0.55% | −12−0.3% | Reduced |
| Riverstone Advisors, LLC | 4,292 | $2.13M | 1.15% | −229−5.1% | Reduced |
| Capital Square, LLC | 4,243 | $2.14M | 1.14% | +38+0.9% | Added |
| Prospect Financial Services LLC | 4,296 | $2.14M | 1.33% | −4,926−53.4% | Reduced |
| Campbell Deegan Wealth Management, LLC | 4,297 | $2.14M | 2.10% | −121−2.7% | Reduced |
| 1620 Investment Advisors, Inc. | 4,297 | $2.14M | 1.52% | +70+1.7% | Added |
| Kearns & Associates LLC | 4,300 | $2.14M | 1.23% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 4,310 | $2.14M | 0.62% | −104−2.4% | Reduced |
| Columbia River Financial Group, LLC | 4,006 | $2.15M | 1.39% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 4,328 | $2.15M | 1.47% | +10.0% | Added |
| Trinity Financial Advisors LLC | 4,328 | $2.15M | 0.66% | +122+2.9% | Added |
| Marshall Investment Management, LLC | 4,334 | $2.16M | 10.24% | −13,602−75.8% | Reduced |
| Promethium Advisors,llc | 4,339 | $2.16M | 1.31% | +379+9.6% | Added |