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 |
|---|---|---|---|---|---|
| Ruggaard & Associates LLC | 5,883 | $2.93M | 1.18% | +28+0.5% | Added |
| Yarger Wealth Strategies, LLC | 5,884 | $2.93M | 1.53% | +550+10.3% | Added |
| Cura Wealth Advisors, LLC | 5,890 | $2.93M | 1.36% | −153−2.5% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 5,898 | $2.93M | 2.24% | +170+3.0% | Added |
| Magnolia Private Wealth, LLC | 5,899 | $2.93M | 2.27% | −12−0.2% | Reduced |
| Peoples Bank | 5,902 | $2.94M | 1.81% | −129−2.1% | Reduced |
| Hara Capital LLC | 5,902 | $2.94M | 1.82% | −20−0.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,912 | $2.94M | 0.11% | −256−4.2% | Reduced |
| Ascent Capital Management, LLC | 5,912 | $2.94M | 2.61% | +44+0.7% | Added |
| Garrett Wealth Advisory Group, LLC | 5,916 | $2.94M | 0.62% | +44+0.7% | Added |
| Innova Wealth Partners | 5,920 | $2.94M | 1.73% | +73+1.2% | Added |
| CogentBlue Wealth Advisors, LLC | 5,923 | $2.95M | 2.26% | −180−2.9% | Reduced |
| Lighthouse Financial LLC | 5,924 | $2.95M | 2.26% | −400−6.3% | Reduced |
| Prairie Wealth Advisors, Inc. | 5,928 | $2.95M | 1.26% | −187−3.1% | Reduced |
| Creekside Partners | 5,945 | $2.96M | 1.40% | −438−6.9% | Reduced |
| PCG Wealth Advisors, LLC | 5,960 | $2.96M | 1.52% | +26+0.4% | Added |
| Antonelli Financial Advisors, LLC | 5,969 | $2.97M | 2.14% | +107+1.8% | Added |
| Wincap Financial LLC | 5,971 | $2.97M | 2.39% | −1,924−24.4% | Reduced |
| Mma Asset Management LLC | 5,977 | $2.97M | 1.14% | +678+12.8% | Added |
| Lipe & Dalton | 5,978 | $2.97M | 1.61% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 5,994 | $2.98M | 1.18% | −109−1.8% | Reduced |
| Avanda Investment Management Pte. Ltd. | 6,000 | $2.98M | 1.69% | −5,563−48.1% | Reduced |
| Viking Fund Management LLC | 6,000 | $2.98M | 0.41% | 00.0% | Unchanged |
| Birnam Oak Advisors, LP | 6,000 | $2.98M | 0.89% | +1,000+20.0% | Added |
| Strathmore Capital Advisors, Inc. | 5,933 | $2.99M | 1.32% | +5,933 | New |
| Clifford Group, LLC | 6,018 | $2.99M | 2.46% | −23−0.4% | Reduced |
| Retirement Income Solutions, Inc | 6,018 | $2.99M | 0.55% | +135+2.3% | Added |
| Abound Wealth Management | 6,022 | $3.00M | 0.85% | +391+6.9% | Added |
| Guild Investment Management, Inc. | 6,023 | $3.00M | 2.60% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 6,032 | $3.00M | 0.29% | −63,435−91.3% | Reduced |
| TLWM | 6,037 | $3.00M | 0.57% | +16+0.3% | Added |
| Atlas Wealth Partners, LLC | 6,039 | $3.00M | 3.47% | −366−5.7% | Reduced |
| Milestones Private Investment Advisors LLC | 6,044 | $3.01M | 2.23% | +6,044 | New |
| Chase Investment Counsel Corp | 6,059 | $3.01M | 0.96% | −839−12.2% | Reduced |
| Sanchez Wealth Management Group | 6,063 | $3.02M | 0.73% | −3,075−33.7% | Reduced |
| KFA Private Wealth Group, LLC | 6,064 | $3.02M | 0.93% | +776+14.7% | Added |
| Intrepid Capital Management Inc | 6,065 | $3.02M | 1.23% | +845+16.2% | Added |
| Sandler Capital Management | 6,081 | $3.02M | 1.05% | +6,081 | New |
| Impact Partnership Wealth, LLC | 6,085 | $3.03M | 0.56% | +1,134+22.9% | Added |
| Financial Management Professionals, Inc. | 6,086 | $3.03M | 0.34% | +537+9.7% | Added |
| Macroview Investment Management LLC | 6,089 | $3.03M | 2.48% | +148+2.5% | Added |
| Richardson Financial Services Inc. | 6,166 | $3.03M | 2.04% | +310+5.3% | Added |
| X-Square Capital, LLC | 6,118 | $3.04M | 1.09% | −9−0.1% | Reduced |
| Armor Investment Advisors, LLC | 6,119 | $3.04M | 1.15% | +886+16.9% | Added |
| Check Capital Management Inc | 6,126 | $3.05M | 0.20% | +95+1.6% | Added |
| Twin Focus Capital Partners, LLC | 6,127 | $3.05M | 0.43% | −150−2.4% | Reduced |
| Nia Impact Advisors, LLC | 6,133 | $3.05M | 1.05% | −81−1.3% | Reduced |
| Cascade Investment Group, Inc. | 6,145 | $3.06M | 2.13% | +828+15.6% | Added |
| Paulson Wealth Management Inc. | 6,150 | $3.06M | 0.79% | +296+5.1% | Added |
| EWG Elevate Inc. | 6,162 | $3.07M | 0.94% | +621+11.2% | Added |
| STAR Financial Bank | 6,167 | $3.07M | 1.95% | −365−5.6% | Reduced |
| Balentine LLC | 6,191 | $3.08M | 0.12% | −193−3.0% | Reduced |
| Capstone Wealth Management Group LLC | 6,193 | $3.08M | 2.24% | −18−0.3% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 6,196 | $3.08M | 1.99% | +1,457+30.7% | Added |
| Abound Financial, LLC | 6,200 | $3.08M | 1.36% | +10.0% | Added |
| Vista Private Wealth Partners. LLC | 6,200 | $3.08M | 0.96% | +1,519+32.5% | Added |
| Eads & Heald Wealth Management | 6,210 | $3.09M | 1.53% | −253−3.9% | Reduced |
| Eight 31 Financial LLC | 6,212 | $3.09M | 2.04% | −439−6.6% | Reduced |
| Traub Capital Management LLC | 6,213 | $3.09M | 2.86% | +6,213 | New |
| Leibman Financial Services, Inc. | 6,214 | $3.09M | 2.38% | −1,133−15.4% | Reduced |
| Peak Retirement Planning, Inc. | 6,228 | $3.10M | 1.25% | +678+12.2% | Added |
| Hummer Financial Advisory Services Inc | 6,229 | $3.10M | 2.33% | +10+0.2% | Added |
| Defined Financial Planning LLC | 6,131 | $3.10M | 2.75% | +194+3.3% | Added |
| Rakuten Securities, Inc. | 6,237 | $3.10M | 1.22% | −4,074−39.5% | Reduced |
| Betterment LLC | 6,238 | $3.10M | 0.01% | +211+3.5% | Added |
| G&S Capital LLC | 6,243 | $3.11M | 1.23% | −35−0.6% | Reduced |
| Trevian Wealth Management LLC | 6,246 | $3.11M | 1.90% | +136+2.2% | Added |
| Legacy Financial Group, Inc. | 6,250 | $3.11M | 0.92% | −507−7.5% | Reduced |
| First Hawaiian Bank | 6,252 | $3.11M | 0.42% | +490+8.5% | Added |
| Greenbush Financial Group, LLC | 6,265 | $3.12M | 1.36% | +270+4.5% | Added |
| Gunderson Capital Management Inc. | 6,281 | $3.12M | 1.31% | +5,660+911.4% | Added |
| Pathway Financial Advisors LLC | 6,281 | $3.12M | 0.46% | −13−0.2% | Reduced |
| Kennedy Investment Group | 6,285 | $3.13M | 1.33% | −56−0.9% | Reduced |
| Neumann Capital Management, LLC | 6,294 | $3.13M | 0.98% | −58−0.9% | Reduced |
| Aspen Wealth Strategies, LLC | 6,295 | $3.13M | 1.89% | −621−9.0% | Reduced |
| Portolan Capital Management, LLC | 6,297 | $3.13M | 0.20% | +500+8.6% | Added |
| WestHill Financial Advisors, Inc. | 6,301 | $3.13M | 0.66% | +11+0.2% | Added |
| Doheny Asset Management | 6,301 | $3.13M | 2.20% | +30+0.5% | Added |
| Copperleaf Capital, LLC | 6,303 | $3.14M | 1.59% | −272−4.1% | Reduced |
| IFG Advisors, LLC | 6,305 | $3.14M | 0.53% | +341+5.7% | Added |
| Requisite Capital Management, LLC | 6,311 | $3.14M | 0.68% | −112−1.7% | Reduced |
| Charter Research & Investment Group, Inc. | 6,312 | $3.14M | 2.34% | −10−0.2% | Reduced |
| Hopwood Financial Services, Inc. | 6,317 | $3.14M | 2.46% | −123−1.9% | Reduced |
| Acorn Creek Capital LLC | 6,318 | $3.14M | 1.30% | −16−0.3% | Reduced |
| Claris Advisors, LLC | 6,326 | $3.15M | 1.09% | −722−10.2% | Reduced |
| Curran Financial Partners, LLC | 6,332 | $3.15M | 0.70% | +1,525+31.7% | Added |
| Lantern Wealth Advisors, LLC | 6,340 | $3.15M | 1.88% | +6,340 | New |
| Ade, LLC | 6,341 | $3.15M | 1.68% | −265−4.0% | Reduced |
| Sharkey, Howes & Javer | 6,354 | $3.16M | 0.42% | −150−2.3% | Reduced |
| Lavaca Capital LLC | 6,354 | $3.16M | 1.29% | +701+12.4% | Added |
| Beaird Harris Wealth Management, LLC | 6,363 | $3.17M | 0.25% | +306+5.1% | Added |
| Security Financial Services, INC. | 6,365 | $3.17M | 0.56% | +325+5.4% | Added |
| Pasadena Private Wealth, LLC | 6,366 | $3.17M | 0.54% | +55+0.9% | Added |
| Ridgewood Investments LLC | 6,367 | $3.17M | 1.37% | +144+2.3% | Added |
| Carrera Capital Advisors | 6,369 | $3.17M | 0.64% | +84+1.3% | Added |
| Parvin Asset Management, LLC | 6,370 | $3.17M | 3.25% | −260−3.9% | Reduced |
| Wood Tarver Financial Group, LLC | 6,380 | $3.17M | 0.95% | +143+2.3% | Added |
| Arlington Financial Advisors, LLC | 6,381 | $3.17M | 0.52% | −1,098−14.7% | Reduced |
| Krane Funds Advisors LLC | 6,389 | $3.18M | 0.12% | −1,226−16.1% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 6,390 | $3.18M | 2.12% | −128−2.0% | Reduced |