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 |
|---|---|---|---|---|---|
| Wick Capital Partners, LLC | 2,308 | $2.17M | 0.56% | −916−28.4% | Reduced |
| WBI Investments | 4,353 | $2.17M | 0.56% | −1,904−30.4% | Reduced |
| Element Pointe Advisors, LLC | 4,356 | $2.17M | 0.52% | −1,253−22.3% | Reduced |
| Valued Retirements, Inc. | 4,370 | $2.17M | 2.45% | −46−1.0% | Reduced |
| Aspiring Ventures, LLC | 4,373 | $2.18M | 0.98% | +57+1.3% | Added |
| Trademark Financial Management, LLC | 4,381 | $2.18M | 1.33% | +1,361+45.1% | Added |
| Inspire Advisors, LLC | 4,382 | $2.18M | 0.23% | +490+12.6% | Added |
| Peterson Wealth Advisors, LLC | 4,385 | $2.18M | 0.36% | +10.0% | Added |
| Verde Capital Management | 4,387 | $2.18M | 0.54% | +253+6.1% | Added |
| Strategic Investment Solutions, Inc. | 4,529 | $2.18M | 0.66% | +290+6.8% | Added |
| 4WEALTH Advisors, Inc. | 4,398 | $2.19M | 2.27% | −113−2.5% | Reduced |
| Main Management ETF Advisors, LLC | 4,398 | $2.19M | 0.09% | +72+1.7% | Added |
| Client First Investment Management LLC | 4,400 | $2.19M | 1.34% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 4,400 | $2.19M | 1.58% | +68+1.6% | Added |
| Cravens & Co Advisors, LLC | 4,402 | $2.19M | 1.63% | −27−0.6% | Reduced |
| Mayfair Advisory Group, LLC | 4,198 | $2.19M | 1.03% | −111−2.6% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,409 | $2.19M | 1.14% | −111−2.5% | Reduced |
| Alexis Investment Partners, LLC | 4,416 | $2.19M | 0.94% | −56−1.3% | Reduced |
| Elios Financial Group Inc. | 4,415 | $2.20M | 1.00% | −56−1.3% | Reduced |
| Armstrong, Fleming & Moore, Inc | 4,420 | $2.20M | 1.19% | +3,443+352.4% | Added |
| Archvest Wealth Advisors, Inc. | 4,430 | $2.20M | 1.94% | +118+2.7% | Added |
| Marotta Asset Management | 4,432 | $2.20M | 0.44% | −437−9.0% | Reduced |
| Blueprint Financial Advisors LLC | 4,448 | $2.21M | 0.71% | +4,448 | New |
| UBS Oconnor LLC | 4,449 | $2.21M | 0.06% | −345−7.2% | Reduced |
| Hickory Asset Management, Inc. | 4,451 | $2.21M | 1.83% | −10.0% | Reduced |
| Kelly Financial Services LLC | 4,457 | $2.22M | 0.65% | +39+0.9% | Added |
| Strategic Financial Partners, Ltd. | 4,458 | $2.22M | 1.03% | −25−0.6% | Reduced |
| Malaga Cove Capital, LLC | 4,463 | $2.22M | 0.87% | −2,078−31.8% | Reduced |
| Bayshore Asset Management, LLC | 4,463 | $2.22M | 1.01% | −27−0.6% | Reduced |
| Rock Point Advisors, LLC | 4,472 | $2.22M | 0.63% | +200+4.7% | Added |
| Muirfield Wealth Advisors LLC | 4,476 | $2.23M | 1.77% | +31+0.7% | Added |
| FNY Investment Advisers, LLC | 4,484 | $2.23M | 0.95% | −2,166−32.6% | Reduced |
| Essential Planning, LLC. | 4,486 | $2.23M | 0.83% | 00.0% | Unchanged |
| Continuum Wealth Advisors, LLC | 4,489 | $2.23M | 1.07% | +115+2.6% | Added |
| Constant Guidance Financial LLC | 4,490 | $2.23M | 2.25% | −725−13.9% | Reduced |
| Whalen Wealth Management Inc. | 4,494 | $2.24M | 1.40% | +1,907+73.7% | Added |
| Aigen Investment Management, LP | 4,495 | $2.24M | 0.31% | −602−11.8% | Reduced |
| FSA Wealth Management LLC | 4,504 | $2.24M | 0.88% | −197−4.2% | Reduced |
| OxenFree Capital LLC | 4,504 | $2.24M | 1.38% | −7−0.2% | Reduced |
| Catalyst Private Wealth, LLC | 4,504 | $2.24M | 1.00% | +101+2.3% | Added |
| Francis Financial, Inc. | 4,514 | $2.25M | 0.52% | −615−12.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 4,516 | $2.25M | 0.41% | −1,781−28.3% | Reduced |
| PFG Private Wealth Management, LLC | 4,520 | $2.25M | 1.16% | +44+1.0% | Added |
| Cedar Mountain Advisors, LLC | 4,522 | $2.25M | 0.47% | −41−0.9% | Reduced |
| Cassia Capital Partners, LLC | 4,525 | $2.25M | 1.35% | +157+3.6% | Added |
| Prairiewood Capital, LLC | 4,526 | $2.25M | 0.84% | +202+4.7% | Added |
| Vertex Planning Partners, LLC | 4,527 | $2.25M | 0.47% | +64+1.4% | Added |
| Eclectic Associates Inc | 4,529 | $2.25M | 0.49% | −77−1.7% | Reduced |
| Prospect Financial Group LLC | 4,533 | $2.25M | 2.36% | −99−2.1% | Reduced |
| Unified Investment Management | 4,537 | $2.26M | 2.42% | +5+0.1% | Added |
| Southern Capital Advisors, LLC | 4,538 | $2.26M | 1.15% | −4,562−50.1% | Reduced |
| Bell Investment Advisors, Inc | 4,539 | $2.26M | 0.39% | +324+7.7% | Added |
| Hansen & Associates Financial Group, Inc. | 4,562 | $2.26M | 1.23% | +4,562 | New |
| New England Asset Management Inc | 4,560 | $2.27M | 0.35% | +30+0.7% | Added |
| Hanover Advisors Inc | 4,561 | $2.27M | 0.93% | −7−0.2% | Reduced |
| Thoma Capital Management LLC | 4,562 | $2.27M | 1.44% | +35+0.8% | Added |
| Long Road Investment Counsel, LLC | 4,567 | $2.27M | 0.85% | −50−1.1% | Reduced |
| Helen Stephens Group, LLC | 4,572 | $2.27M | 0.56% | +5+0.1% | Added |
| Wetzel Investment Advisors, Inc. | 4,589 | $2.28M | 1.04% | −80−1.7% | Reduced |
| LVZ Advisors, Inc. | 4,593 | $2.28M | 0.27% | +132+3.0% | Added |
| Smart Portfolios, LLC | 4,593 | $2.28M | 2.30% | −15−0.3% | Reduced |
| Clearview Wealth Advisors LLC | 4,593 | $2.28M | 1.59% | −3−0.1% | Reduced |
| Account Management LLC | 4,595 | $2.29M | 2.51% | 00.0% | Unchanged |
| Code Waechter LLC | 4,613 | $2.29M | 1.63% | +99+2.2% | Added |
| Drum Hill Capital, LLC | 4,613 | $2.29M | 2.54% | 00.0% | Unchanged |
| Future You Wealth LLC | 4,616 | $2.30M | 1.25% | −94−2.0% | Reduced |
| Hibernia Wealth Partners, LLC | 4,614 | $2.30M | 0.84% | +3,371+271.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 4,633 | $2.31M | 0.77% | −547−10.6% | Reduced |
| Quantbot Technologies LP | 4,635 | $2.31M | 0.06% | −33,638−87.9% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 4,649 | $2.31M | 2.11% | −9,131−66.3% | Reduced |
| Selective Wealth Management, Inc. | 4,594 | $2.31M | 0.84% | −41−0.9% | Reduced |
| Womack Financial LLC | 4,653 | $2.31M | 1.93% | +46+1.0% | Added |
| ESG Planning | 4,656 | $2.32M | 1.29% | +109+2.4% | Added |
| Comprehensive Wealth Management, LLC | 4,663 | $2.32M | 1.87% | −56−1.2% | Reduced |
| Financial Freedom, LLC | 4,663 | $2.32M | 1.25% | −98−2.1% | Reduced |
| Reston Wealth Management LLC | 4,665 | $2.32M | 0.81% | +648+16.1% | Added |
| Windsor Capital Management, LLC | 4,669 | $2.32M | 0.68% | −20−0.4% | Reduced |
| IronOak Wealth LLC. | 4,671 | $2.32M | 2.26% | +4,671 | New |
| Riverview Trust Co | 4,677 | $2.33M | 2.90% | −5,564−54.3% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 4,677 | $2.33M | 0.58% | +2,409+106.2% | Added |
| Lingohr & Partner Asset Management GmbH | 4,680 | $2.33M | 4.22% | −41,349−89.8% | Reduced |
| Postrock Partners LLC | 4,683 | $2.33M | 1.11% | +73+1.6% | Added |
| Cannon Wealth Management Services, LLC | 4,688 | $2.33M | 1.91% | +172+3.8% | Added |
| Barnes Wealth Management Group, Inc | 4,692 | $2.33M | 1.38% | +139+3.1% | Added |
| North Forty Two & Co. | 4,704 | $2.34M | 2.49% | −100−2.1% | Reduced |
| Wealth Advisors of Iowa, LLC | 4,711 | $2.34M | 0.88% | −18−0.4% | Reduced |
| apricus wealth, LLC | 4,714 | $2.34M | 1.36% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 4,721 | $2.35M | 0.77% | −135−2.8% | Reduced |
| Arq Wealth Advisors, LLC | 6,260 | $2.35M | 0.81% | 00.0% | Unchanged |
| Geometric Wealth Advisors | 4,727 | $2.35M | 0.35% | +1,033+28.0% | Added |
| Impact Investors, Inc | 4,730 | $2.35M | 1.66% | +10+0.2% | Added |
| Xcel Wealth Management, LLC | 4,731 | $2.35M | 0.67% | +2,443+106.8% | Added |
| Retirement Guys Formula LLC | 4,733 | $2.35M | 0.89% | −8−0.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,747 | $2.36M | 0.58% | −204−4.1% | Reduced |
| Latash Investments, LLC | 4,750 | $2.36M | 1.82% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 4,752 | $2.36M | 2.28% | −241−4.8% | Reduced |
| Meritas Wealth Management, LLC | 4,753 | $2.36M | 1.30% | 00.0% | Unchanged |
| Silverberg Bernstein Capital Management LLC | 4,762 | $2.37M | 1.62% | −6,880−59.1% | Reduced |
| KRS Capital Management, LLC | 4,762 | $2.37M | 1.58% | +61+1.3% | Added |
| Independent Family Office, LLC | 4,767 | $2.37M | 1.10% | +407+9.3% | Added |