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 |
|---|---|---|---|---|---|
| Great Waters Wealth Management | 5,283 | $2.63M | 0.34% | +248+4.9% | Added |
| Mainstream Capital Management LLC | 5,297 | $2.63M | 1.92% | −56−1.0% | Reduced |
| Cathy Pareto & Associates, Inc | 5,297 | $2.63M | 2.18% | −202−3.7% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 5,306 | $2.64M | 4.27% | +221+4.3% | Added |
| Mfg Wealth Management, Inc. | 5,333 | $2.65M | 2.23% | −62−1.1% | Reduced |
| Twelve Points Wealth Management LLC | 5,337 | $2.65M | 0.71% | +196+3.8% | Added |
| J Hagan Capital, Inc. | 5,212 | $2.66M | 1.80% | +94+1.8% | Added |
| Strategic Financial Concepts, LLC | 5,347 | $2.66M | 0.37% | −1,671−23.8% | Reduced |
| TrueWealth Advisors, LLC | 5,367 | $2.67M | 0.79% | +16+0.3% | Added |
| Hoge Financial Services, LLC | 5,371 | $2.67M | 1.66% | −483−8.3% | Reduced |
| MN Wealth Advisors, LLC | 5,376 | $2.67M | 1.56% | +658+13.9% | Added |
| MBM Wealth Consultants, LLC | 5,379 | $2.68M | 0.72% | +294+5.8% | Added |
| Stonebridge Financial Planning Group, LLC | 5,380 | $2.68M | 1.12% | −336−5.9% | Reduced |
| Prepared Retirement Institute LLC | 5,381 | $2.68M | 1.58% | +130+2.5% | Added |
| Strategic Wealth Designers | 5,384 | $2.68M | 3.88% | +80+1.5% | Added |
| Perissos Private Wealth Management, LLC | 5,392 | $2.68M | 2.12% | +18+0.3% | Added |
| Stonekeep Investments, LLC | 5,394 | $2.68M | 1.81% | −123−2.2% | Reduced |
| Safe Harbor Fiduciary, LLC | 5,397 | $2.68M | 2.52% | −142−2.6% | Reduced |
| Virtus ETF Advisers LLC | 5,399 | $2.69M | 1.64% | 00.0% | Unchanged |
| Guided Capital Wealth Management, LLC | 5,405 | $2.69M | 2.07% | +21+0.4% | Added |
| RS Crum Inc. | 5,408 | $2.69M | 0.65% | +58+1.1% | Added |
| Groesbeck Investment Management Corp | 5,416 | $2.69M | 4.73% | −88−1.6% | Reduced |
| Prakash Investment Advisors LLC | 7,191 | $2.70M | 3.01% | −100−1.4% | Reduced |
| Palacios Wealth Management, LLC | 5,447 | $2.71M | 2.23% | +222+4.2% | Added |
| Encompass More Asset Management | 5,448 | $2.71M | 0.63% | −153−2.7% | Reduced |
| Fosun International Ltd | 5,450 | $2.71M | 0.85% | −1,183−17.8% | Reduced |
| Flagstone Financial Management | 5,459 | $2.72M | 0.78% | +3+0.1% | Added |
| Sterling Group Wealth Management, LLC | 5,465 | $2.72M | 1.50% | −90−1.6% | Reduced |
| Heritage Investment Group, Inc. | 5,473 | $2.72M | 0.47% | −158−2.8% | Reduced |
| Tobias Financial Advisors, Inc. | 5,478 | $2.72M | 0.47% | +814+17.5% | Added |
| Strive Asset Management, LLC | 5,490 | $2.73M | 1.64% | −1,184−17.7% | Reduced |
| Capital Management Associates | 5,500 | $2.74M | 4.46% | 00.0% | Unchanged |
| Saiph Capital, LLC | 5,500 | $2.74M | 1.07% | +1,200+27.9% | Added |
| Coyle Financial Counsel LLC | 5,505 | $2.74M | 0.73% | +471+9.4% | Added |
| Blue Barn Wealth, LLC | 5,510 | $2.74M | 1.29% | +553+11.2% | Added |
| PrairieView Partners, LLC | 5,514 | $2.74M | 0.27% | +10.0% | Added |
| Riverpoint Wealth Management Holdings, LLC | 5,514 | $2.74M | 0.65% | +9+0.2% | Added |
| Riverwater Partners LLC | 5,520 | $2.75M | 1.29% | +375+7.3% | Added |
| Rocky Mountain Advisers, LLC | 5,522 | $2.75M | 0.84% | −41−0.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 5,523 | $2.75M | 0.99% | −2,920−34.6% | Reduced |
| Market Street Wealth Management Advisors LLC | 5,526 | $2.75M | 0.45% | +1,324+31.5% | Added |
| Prescott Group Capital Management, L.L.C. | 5,538 | $2.75M | 0.33% | +337+6.5% | Added |
| Talon Private Wealth, LLC | 5,542 | $2.76M | 0.38% | −686−11.0% | Reduced |
| Investmark Advisory Group LLC | 5,543 | $2.76M | 1.29% | +411+8.0% | Added |
| Wallace Advisory Group, LLC | 7,348 | $2.76M | 2.00% | +103+1.4% | Added |
| Meriwether Wealth & Planning, LLC | 5,550 | $2.76M | 1.73% | −300−5.1% | Reduced |
| Accelerate Investment Advisors LLC | 5,561 | $2.77M | 2.06% | +152+2.8% | Added |
| Campion Asset Management LLC | 5,563 | $2.77M | 2.08% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 5,576 | $2.77M | 1.92% | +945+20.4% | Added |
| Centennial Wealth Advisory LLC | 5,588 | $2.78M | 0.88% | −178−3.1% | Reduced |
| 360 Financial, Inc. | 5,605 | $2.79M | 0.88% | −84−1.5% | Reduced |
| Acima Private Wealth, LLC | 5,605 | $2.79M | 0.95% | +100+1.8% | Added |
| Hilltop Wealth Advisors, LLC | 5,606 | $2.79M | 1.57% | +317+6.0% | Added |
| ASB Consultores, LLC | 5,626 | $2.80M | 1.87% | +848+17.7% | Added |
| Uhlmann Price Securities, LLC | 5,624 | $2.80M | 2.00% | +2,506+80.4% | Added |
| LifePlan Financial, LLC | 5,632 | $2.80M | 2.32% | +138+2.5% | Added |
| Pure Portfolios Holdings LLC | 5,653 | $2.81M | 0.95% | −96−1.7% | Reduced |
| Johnson Financial Group, LLC | 5,656 | $2.81M | 0.27% | −2,787−33.0% | Reduced |
| Texas Capital Bancshares Inc | 5,664 | $2.82M | 1.02% | −10−0.2% | Reduced |
| Brady Martz Wealth Solutions, LLC | 5,669 | $2.82M | 0.55% | −981−14.8% | Reduced |
| RPS Advisory Solutions LLC | 5,670 | $2.82M | 1.55% | +518+10.1% | Added |
| Cornerstone National Bank & Trust Co | 5,672 | $2.82M | 1.21% | +270+5.0% | Added |
| RFG Holdings, Inc. | 5,676 | $2.82M | 0.82% | +2,074+57.6% | Added |
| Shelton Wealth Management, LLC | 5,681 | $2.83M | 1.42% | +2,421+74.3% | Added |
| Pennington Partners & Co., LLC | 5,685 | $2.83M | 1.52% | −497−8.0% | Reduced |
| Dogwood Wealth Management LLC | 5,697 | $2.83M | 1.38% | +308+5.7% | Added |
| Pineridge Advisors LLC | 5,691 | $2.83M | 1.03% | −225−3.8% | Reduced |
| Paradigm Capital Management, LLC | 5,701 | $2.84M | 2.80% | +50+0.9% | Added |
| Level Wealth Management LLC | 5,708 | $2.84M | 1.65% | −56−1.0% | Reduced |
| Donoghue Forlines LLC | 5,718 | $2.84M | 0.81% | +5,718 | New |
| MorganRosel Wealth Management, LLC | 5,718 | $2.84M | 0.78% | −427−6.9% | Reduced |
| Tealwood Asset Management Inc | 5,726 | $2.85M | 1.27% | −123−2.1% | Reduced |
| Maripau Wealth Management LLC | 5,702 | $2.85M | 1.44% | +603+11.8% | Added |
| JMG Financial Group, Ltd. | 5,732 | $2.85M | 0.09% | −64−1.1% | Reduced |
| Alliance Wealth Management Group | 5,754 | $2.86M | 0.73% | +137+2.4% | Added |
| International Private Wealth Advisors LLC | 5,756 | $2.86M | 2.46% | +347+6.4% | Added |
| Petra Financial Advisors Inc | 5,760 | $2.87M | 1.82% | −41−0.7% | Reduced |
| AtlasMark Financial, Inc | 5,761 | $2.87M | 2.18% | 00.0% | Unchanged |
| Collective Family Office LLC | 5,773 | $2.87M | 0.74% | −933−13.9% | Reduced |
| Apex Wealth Management, LLC | 5,774 | $2.87M | 2.30% | +51+0.9% | Added |
| Jane Street Group, LLC | 5,781 | $2.88M | 0.00% | −1,456,440−99.6% | Reduced |
| Financial & Tax Architects, LLC | 5,784 | $2.88M | 0.70% | +297+5.4% | Added |
| WPG Advisers, LLC | 5,789 | $2.88M | 2.43% | +179+3.2% | Added |
| Heck Capital Advisors, LLC | 5,796 | $2.88M | 0.25% | +348+6.4% | Added |
| Black Diamond Financial, LLC | 5,799 | $2.88M | 0.45% | −829−12.5% | Reduced |
| Per Stirling Capital Management, LLC. | 5,804 | $2.89M | 0.38% | −625−9.7% | Reduced |
| Sage Capital Management, LLC | 5,806 | $2.89M | 1.39% | +4+0.1% | Added |
| Fiducient Advisors LLC | 5,811 | $2.89M | 0.35% | −638−9.9% | Reduced |
| Smart Money Group LLC | 5,811 | $2.89M | 0.91% | +377+6.9% | Added |
| Pinnacle Wealth Management, LLC | 5,817 | $2.89M | 2.42% | +1,852+46.7% | Added |
| Centerpoint Advisory Group | 5,817 | $2.89M | 2.51% | +239+4.3% | Added |
| Arrowroot Family Office, LLC | 5,819 | $2.89M | 1.30% | +5,819 | New |
| Grant Street Asset Management, Inc. | 5,819 | $2.89M | 0.65% | +310+5.6% | Added |
| Painted Porch Advisors LLC | 5,836 | $2.90M | 1.19% | +28+0.5% | Added |
| Johnson & White Wealth Management, LLC | 5,837 | $2.90M | 1.46% | −102−1.7% | Reduced |
| Blalock Williams, LLC | 5,867 | $2.92M | 2.92% | +988+20.3% | Added |
| Integras Partners LLC | 5,869 | $2.92M | 2.94% | −150−2.5% | Reduced |
| Sequent Planning LLC | 5,870 | $2.92M | 0.93% | +349+6.3% | Added |
| Potomac Fund Management Inc | 5,776 | $2.92M | 0.17% | −11−0.2% | Reduced |
| Prostatis Group LLC | 5,883 | $2.93M | 0.84% | −221−3.6% | Reduced |