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 |
|---|---|---|---|---|---|
| Momentous Wealth Management, Inc. | 4,773 | $2.37M | 1.53% | +113+2.4% | Added |
| Asset Planning,Inc | 4,775 | $2.38M | 1.79% | +43+0.9% | Added |
| Cypress Capital, LLC | 4,791 | $2.38M | 0.69% | +126+2.7% | Added |
| Heritage Wealth Management, Inc. | 4,792 | $2.38M | 1.81% | −304−6.0% | Reduced |
| Hobbs Group Advisors, LLC | 4,794 | $2.38M | 0.82% | +365+8.2% | Added |
| Roble, Belko & Company, Inc | 4,796 | $2.38M | 0.35% | +496+11.5% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 4,801 | $2.39M | 1.37% | −60−1.2% | Reduced |
| Echo45 Advisors LLC | 4,802 | $2.39M | 1.51% | −165−3.3% | Reduced |
| Frederick Financial Consultants, LLC | 4,807 | $2.39M | 1.49% | +457+10.5% | Added |
| Lord & Richards Wealth Management, LLC | 4,807 | $2.39M | 2.50% | +69+1.5% | Added |
| Petix & Botte Co | 4,808 | $2.39M | 0.59% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 4,809 | $2.39M | 1.45% | +151+3.2% | Added |
| Tandem Financial, LLC | 4,811 | $2.39M | 2.25% | −222−4.4% | Reduced |
| Clarus Wealth Advisors | 4,823 | $2.40M | 1.11% | +458+10.5% | Added |
| PYA Waltman Capital, LLC | 4,821 | $2.40M | 0.69% | +216+4.7% | Added |
| Aurora Private Wealth, Inc. | 4,823 | $2.40M | 1.78% | −229−4.5% | Reduced |
| Advanced Portfolio Management, LLC | 4,837 | $2.41M | 6.72% | 00.0% | Unchanged |
| Warburton Capital Management, LLC | 4,694 | $2.41M | 1.43% | +1,058+29.1% | Added |
| Elser Financial Planning, Inc | 4,841 | $2.41M | 3.00% | +122+2.6% | Added |
| SilverOak Wealth Management LLC | 4,853 | $2.41M | 0.45% | +1,121+30.0% | Added |
| Mainsail Asset Management, LLC | 4,854 | $2.41M | 1.49% | +25+0.5% | Added |
| Cunning Capital Partners, LP | 4,862 | $2.42M | 1.26% | 00.0% | Unchanged |
| Wealthcare Capital Partners, LLC | 4,862 | $2.42M | 1.22% | −593−10.9% | Reduced |
| New Century Financial Group, LLC | 4,867 | $2.42M | 2.84% | +1,960+67.4% | Added |
| Pacific Center for Financial Services | 4,871 | $2.42M | 0.66% | +11+0.2% | Added |
| Cornerstone Planning Group LLC | 4,607 | $2.43M | 0.50% | +67+1.5% | Added |
| Vienna Asset Management LLC | 4,895 | $2.43M | 1.68% | −1,991−28.9% | Reduced |
| Intelligent Financial Strategies | 4,897 | $2.44M | 1.29% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,748 | $2.44M | 0.88% | −292−5.8% | Reduced |
| Tripletail Wealth Management, LLC | 4,643 | $2.44M | 3.49% | +4,643 | New |
| Orgel Wealth Management, LLC | 4,909 | $2.44M | 0.06% | −173−3.4% | Reduced |
| Brooktree Capital Management | 4,927 | $2.45M | 1.60% | −50−1.0% | Reduced |
| SK Wealth Management, LLC | 4,868 | $2.45M | 1.06% | +140+3.0% | Added |
| BlueChip Wealth Advisors LLC | 4,937 | $2.46M | 1.09% | +97+2.0% | Added |
| Corundum Trust Company, INC | 4,942 | $2.46M | 6.49% | −284−5.4% | Reduced |
| Vance Wealth, Inc. | 4,945 | $2.46M | 0.83% | +618+14.3% | Added |
| Silver Oak Advisory Group, Inc. | 4,951 | $2.46M | 1.19% | +202+4.3% | Added |
| ERn Financial, LLC | 4,951 | $2.46M | 0.52% | −7,690−60.8% | Reduced |
| Financial Advisors Network, Inc. | 4,959 | $2.47M | 0.37% | −552−10.0% | Reduced |
| Cottonwood Capital Advisors, LLC | 4,959 | $2.47M | 1.66% | +4+0.1% | Added |
| Stordahl Capital Management, Inc. | 4,961 | $2.47M | 0.55% | −93−1.8% | Reduced |
| Curat Global, LLC | 4,970 | $2.47M | 2.36% | +90+1.8% | Added |
| Planned Solutions, Inc. | 4,975 | $2.47M | 0.95% | +172+3.6% | Added |
| Avion Wealth | 4,978 | $2.48M | 0.56% | +522+11.7% | Added |
| Pacific Sun Financial Corp | 4,976 | $2.48M | 1.29% | +85+1.7% | Added |
| Clune & Associates, Ltd. | 4,984 | $2.48M | 0.68% | +407+8.9% | Added |
| Tudor Financial Inc. | 4,985 | $2.48M | 1.41% | −77−1.5% | Reduced |
| CJM Wealth Advisers, Ltd. | 4,987 | $2.48M | 0.83% | +68+1.4% | Added |
| Broyhill Asset Management | 4,992 | $2.48M | 2.26% | +65+1.3% | Added |
| Vista Investment Partners II, LLC | 5,000 | $2.49M | 1.20% | +51+1.0% | Added |
| Opus Investment Management Inc | 5,000 | $2.49M | 1.65% | 00.0% | Unchanged |
| Avenir Tech Ltd | 5,000 | $2.49M | 0.21% | +3,950+376.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 5,013 | $2.49M | 0.32% | +51+1.0% | Added |
| Crumly & Associates Inc. | 5,014 | $2.49M | 0.61% | −210−4.0% | Reduced |
| Wisconsin Wealth Advisors, LLC | 5,015 | $2.49M | 2.87% | −64−1.3% | Reduced |
| Nautilus Advisors LLC | 5,017 | $2.50M | 1.83% | +129+2.6% | Added |
| MFA Wealth Services | 5,019 | $2.50M | 1.88% | +119+2.4% | Added |
| Avenue 1 Advisors, LLC | 5,028 | $2.50M | 0.86% | +319+6.8% | Added |
| Next Capital Management LLC | 5,048 | $2.51M | 0.93% | +1,230+32.2% | Added |
| WealthTrust Asset Management, LLC | 5,049 | $2.51M | 1.88% | −693−12.1% | Reduced |
| 4J Wealth Management LLC | 5,055 | $2.51M | 1.70% | +25+0.5% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 5,055 | $2.51M | 1.12% | +33+0.7% | Added |
| Rezny Wealth Management, Inc. | 5,057 | $2.52M | 0.57% | +114+2.3% | Added |
| Obsidian Personal Planning Solutions LLC | 5,060 | $2.52M | 1.02% | +9+0.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 5,072 | $2.52M | 1.35% | −27−0.5% | Reduced |
| Prodigy Asset Management LLC | 5,073 | $2.52M | 1.65% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 5,090 | $2.53M | 1.93% | −748−12.8% | Reduced |
| Northeast Financial Group, Inc. | 5,095 | $2.53M | 0.80% | −884−14.8% | Reduced |
| Sterling Wealth Management, Inc. | 5,098 | $2.54M | 0.86% | +5,098 | New |
| First International Bank & Trust | 5,103 | $2.54M | 0.88% | −252−4.7% | Reduced |
| Fingerlakes Wealth Management, Inc. | 5,106 | $2.54M | 1.90% | −16−0.3% | Reduced |
| GR Financial Group, LLC | 5,111 | $2.54M | 0.62% | +338+7.1% | Added |
| Holistic Financial Partners | 5,123 | $2.55M | 1.12% | −247−4.6% | Reduced |
| Atwood & Palmer Inc | 5,125 | $2.55M | 0.16% | +161+3.2% | Added |
| Seldon Capital LP | 5,126 | $2.55M | 1.11% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 5,123 | $2.55M | 2.45% | −44−0.9% | Reduced |
| BayBridge Capital Group, LLC | 5,130 | $2.55M | 1.64% | +139+2.8% | Added |
| Kraft, Davis & Associates, LLC | 4,983 | $2.55M | 0.70% | −8−0.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 5,137 | $2.56M | 1.46% | +212+4.3% | Added |
| Inspirion Wealth Advisors, LLC | 5,148 | $2.56M | 0.34% | −725−12.3% | Reduced |
| National Wealth Management Group, LLC | 5,148 | $2.56M | 1.44% | +79+1.6% | Added |
| Doliver Advisors, LP | 5,150 | $2.56M | 0.70% | −317−5.8% | Reduced |
| Argus Investors' Counsel, Inc. | 5,165 | $2.57M | 1.82% | −968−15.8% | Reduced |
| Newport Capital Group, LLC | 5,188 | $2.58M | 1.75% | −173−3.2% | Reduced |
| Dixon Fnancial Services, Inc. | 5,198 | $2.59M | 1.31% | −250−4.6% | Reduced |
| Broadway Wealth Solutions, Inc. | 5,200 | $2.59M | 1.61% | +11+0.2% | Added |
| Cohen & Steers, Inc. | 5,200 | $2.59M | 0.00% | +410+8.6% | Added |
| Watershed Private Wealth LLC | 5,211 | $2.59M | 0.94% | −1,657−24.1% | Reduced |
| RVW Wealth, LLC | 5,227 | $2.60M | 0.22% | −1,202−18.7% | Reduced |
| Kaydan Wealth Management, Inc. | 5,228 | $2.60M | 0.85% | 00.0% | Unchanged |
| Jacksonville Wealth Management, LLC | 5,229 | $2.60M | 2.09% | +219+4.4% | Added |
| Endowment Wealth Management, Inc. | 5,230 | $2.60M | 1.34% | +541+11.5% | Added |
| IMZ Advisory Inc | 5,111 | $2.61M | 1.04% | +12+0.2% | Added |
| Samjo Management, LLC | 5,250 | $2.61M | 1.10% | 00.0% | Unchanged |
| Ascension Capital Advisors, Inc. | 5,254 | $2.61M | 1.09% | −28−0.5% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 5,264 | $2.62M | 0.66% | +1,426+37.2% | Added |
| Tolleson Wealth Management, Inc. | 5,269 | $2.62M | 0.45% | +51+1.0% | Added |
| Accredited Wealth Management, LLC | 5,271 | $2.62M | 2.12% | −260−4.7% | Reduced |
| TruNorth Capital Management, LLC | 5,271 | $2.62M | 0.58% | −242−4.4% | Reduced |
| Disciplined Investors, L.L.C. | 5,272 | $2.62M | 2.04% | +111+2.2% | Added |