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
- 5,829
- +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
- 2,617 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Barnes Pettey Financial Advisors, LLC | 6,390 | $3.18M | 2.12% | −128−2.0% | Reduced |
| Birchbrook, Inc. | 6,392 | $3.18M | 1.70% | +66+1.0% | Added |
| Ninepoint Partners LP | 6,396 | $3.18M | 0.62% | +16+0.3% | Added |
| Seed Wealth Management, Inc. | 6,403 | $3.18M | 2.37% | +261+4.2% | Added |
| Adamsbrown Wealth Consultants LLC | 6,403 | $3.19M | 0.92% | +174+2.8% | Added |
| Hickory Point Bank & Trust | 6,406 | $3.19M | 2.57% | −10−0.2% | Reduced |
| Shira Ridge Wealth Management | 6,410 | $3.19M | 1.46% | +30.0% | Added |
| Aurdan Capital Management, LLC | 6,421 | $3.19M | 1.09% | +102+1.6% | Added |
| Plan A Wealth LLC | 6,423 | $3.19M | 1.81% | +1,317+25.8% | Added |
| Arbor Capital Management Inc | 6,084 | $3.20M | 2.79% | +360+6.3% | Added |
| Genesis Private Wealth, LLC | 6,431 | $3.20M | 1.51% | +216+3.5% | Added |
| Optimist Retirement Group LLC | 6,433 | $3.20M | 1.53% | −138−2.1% | Reduced |
| Eagle Wealth Strategies LLC | 6,433 | $3.20M | 1.79% | −239−3.6% | Reduced |
| Promus Capital, LLC | 6,435 | $3.20M | 2.08% | +520+8.8% | Added |
| GK Wealth Management LLC | 6,435 | $3.20M | 3.18% | −695−9.7% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 6,438 | $3.20M | 2.54% | −627−8.9% | Reduced |
| Elmwood Wealth Management, Inc. | 6,444 | $3.21M | 1.27% | +8+0.1% | Added |
| OneAscent Family Office, LLC | 6,450 | $3.21M | 3.03% | −6,286−49.4% | Reduced |
| Community Bank of Raymore | 6,453 | $3.21M | 2.38% | +320+5.2% | Added |
| RoundAngle Advisors LLC | 6,454 | $3.21M | 2.68% | +9+0.1% | Added |
| Phillips Financial Management, LLC | 6,462 | $3.21M | 0.23% | +852+15.2% | Added |
| Towercrest Capital Management | 6,463 | $3.21M | 0.57% | +137+2.2% | Added |
| Foresight Capital Management Advisors, Inc. | 6,469 | $3.22M | 1.87% | −2,491−27.8% | Reduced |
| LFA - Lugano Financial Advisors SA | 6,471 | $3.22M | 1.91% | +310+5.0% | Added |
| TriaGen Wealth Management LLC | 6,475 | $3.22M | 0.98% | +1,540+31.2% | Added |
| Rooted Wealth Advisors, Inc. | 6,403 | $3.22M | 1.11% | +69+1.1% | Added |
| Wolff Financial Management LLC | 6,480 | $3.22M | 0.83% | +104+1.6% | Added |
| Cherrydale Wealth Management, LLC | 6,483 | $3.22M | 1.12% | +149+2.4% | Added |
| Phillips Wealth Planners LLC | 6,493 | $3.22M | 2.92% | −180−2.7% | Reduced |
| VSM Wealth Advisory, LLC | 6,483 | $3.22M | 1.07% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 6,486 | $3.23M | 2.20% | −66−1.0% | Reduced |
| Magnolia Capital Management Ltd | 6,489 | $3.23M | 2.58% | 00.0% | Unchanged |
| MBA Advisors LLC | 6,490 | $3.23M | 1.49% | −488−7.0% | Reduced |
| Scientech Research LLC | 6,495 | $3.23M | 0.79% | +6,495 | New |
| Intrepid Financial Planning Group LLC | 6,508 | $3.24M | 1.36% | −24−0.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 6,510 | $3.24M | 0.80% | +51+0.8% | Added |
| Laidlaw Wealth Management LLC | 6,511 | $3.24M | 9.33% | −1,090−14.3% | Reduced |
| Gen-Wealth Partners Inc | 6,514 | $3.24M | 1.25% | −95−1.4% | Reduced |
| Jackson Thornton Asset Management, LLC | 6,530 | $3.24M | 0.37% | +118+1.8% | Added |
| Forge First Asset Management Inc. | 6,540 | $3.25M | 1.18% | −10,800−62.3% | Reduced |
| Berkshire Money Management, Inc. | 6,550 | $3.26M | 0.34% | +40+0.6% | Added |
| Total Wealth Planning & Management, Inc. | 6,559 | $3.26M | 2.84% | −30−0.5% | Reduced |
| Matrix Trust Co | 6,564 | $3.27M | 0.52% | +232+3.7% | Added |
| CVFG LLC | 6,566 | $3.27M | 2.59% | −61−0.9% | Reduced |
| Tandem Investment Partners LLC | 6,585 | $3.28M | 2.86% | +367+5.9% | Added |
| Twin City Private Wealth, LLC | 6,592 | $3.28M | 2.68% | −641−8.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 6,602 | $3.28M | 0.98% | +180+2.8% | Added |
| N.E.W. Advisory Services LLC | 6,607 | $3.29M | 0.32% | −2,438−27.0% | Reduced |
| Burkett Financial Services, LLC | 6,610 | $3.29M | 1.18% | −23−0.3% | Reduced |
| Capitol Family Office, Inc. | 6,614 | $3.29M | 4.29% | −182−2.7% | Reduced |
| Retirement Capital Strategies | 6,620 | $3.29M | 1.30% | −103−1.5% | Reduced |
| Fiduciary Planning LLC | 6,629 | $3.30M | 1.09% | −841−11.3% | Reduced |
| WealthCollab, LLC | 6,635 | $3.30M | 1.85% | +221+3.4% | Added |
| Ssi Investment Management LLC | 6,643 | $3.30M | 0.23% | −4,922−42.6% | Reduced |
| Summit Wealth Group, LLC | 6,652 | $3.31M | 0.85% | +169+2.6% | Added |
| Cortland Associates Inc | 6,663 | $3.31M | 0.39% | +89+1.4% | Added |
| Blackston Financial Advisory Group, LLC | 6,667 | $3.32M | 2.07% | +429+6.9% | Added |
| Carter Financial Group, INC. | 6,677 | $3.32M | 2.17% | +6,677 | New |
| S. R. Schill & Associates | 6,675 | $3.32M | 2.45% | −23−0.3% | Reduced |
| CMG Global Holdings, LLC | 6,479 | $3.32M | 1.75% | +820+14.5% | Added |
| Full Sail Capital, LLC | 6,676 | $3.32M | 0.19% | −544−7.5% | Reduced |
| CWC Advisors, LLC. | 6,678 | $3.32M | 1.72% | +201+3.1% | Added |
| Precision Wealth Strategies, LLC | 6,687 | $3.33M | 1.08% | −558−7.7% | Reduced |
| One Charles Private Wealth Services, LLC | 6,688 | $3.33M | 0.93% | +258+4.0% | Added |
| RD Lewis Holdings, Inc. | 6,388 | $3.33M | 3.36% | +72+1.1% | Added |
| Professional Financial Advisors, LLC | 6,714 | $3.34M | 0.77% | +52+0.8% | Added |
| Navalign, LLC | 6,719 | $3.34M | 0.92% | −100−1.5% | Reduced |
| Primoris Wealth Advisors, LLC | 6,723 | $3.34M | 2.28% | +191+2.9% | Added |
| Parkside Advisors LLC | 6,724 | $3.34M | 0.73% | −37−0.5% | Reduced |
| Kopp Family Office, LLC | 6,724 | $3.34M | 2.16% | +72+1.1% | Added |
| Quartz Partners, LLC | 6,726 | $3.35M | 1.53% | +737+12.3% | Added |
| Horst & Graben Wealth Management LLC | 6,727 | $3.35M | 0.55% | +166+2.5% | Added |
| Rinkey Investments | 6,733 | $3.35M | 1.01% | +878+15.0% | Added |
| Boreal Capital Management LLC | 6,734 | $3.35M | 2.77% | +6,734 | New |
| Cornerstone Select Advisors, LLC | 6,739 | $3.35M | 2.95% | −254−3.6% | Reduced |
| Kennon-Green & Company, LLC | 6,814 | $3.35M | 2.68% | +37+0.5% | Added |
| FOCUS Wealth Advisors, LLC | 6,747 | $3.36M | 1.74% | −37−0.5% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 6,750 | $3.36M | 0.01% | +2,953+77.8% | Added |
| Smith Thornton Advisors LLC | 6,760 | $3.36M | 1.93% | +51+0.8% | Added |
| White Lighthouse Investment Management Inc. | 6,762 | $3.36M | 0.55% | +284+4.4% | Added |
| Summit Wealth Partners, LLC | 6,766 | $3.37M | 0.64% | −25−0.4% | Reduced |
| Westshore Wealth, LLC | 6,766 | $3.37M | 1.29% | +30.0% | Added |
| Nabity-Jensen Investment Management Inc | 6,769 | $3.37M | 2.48% | +7+0.1% | Added |
| Iron Financial, LLC | 6,785 | $3.38M | 1.79% | −400−5.6% | Reduced |
| Dimension Capital Management LLC | 6,787 | $3.38M | 0.53% | −14−0.2% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 6,800 | $3.38M | 2.37% | +66+1.0% | Added |
| Kelly Lawrence W & Associates Inc | 6,810 | $3.39M | 0.89% | 00.0% | Unchanged |
| Tiff Advisory Services Inc | 6,813 | $3.39M | 0.80% | −241−3.4% | Reduced |
| Fielder Capital Group LLC | 6,818 | $3.39M | 0.90% | +169+2.5% | Added |
| Vivid Wealth Management, LLC | 6,821 | $3.39M | 1.49% | −102−1.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 6,825 | $3.39M | 2.04% | −731−9.7% | Reduced |
| AllSquare Wealth Management LLC | 6,838 | $3.40M | 1.91% | −26−0.4% | Reduced |
| Syntax Research, Inc. | 6,852 | $3.41M | 2.42% | +20.0% | Added |
| Triumph Capital Management | 6,860 | $3.41M | 1.02% | −2,499−26.7% | Reduced |
| Merrion Investment Management Co, LLC | 6,861 | $3.41M | 2.21% | −220−3.1% | Reduced |
| City National Bank of Florida | 6,888 | $3.43M | 2.49% | +771+12.6% | Added |
| Optivise Advisory Services LLC | 6,889 | $3.43M | 1.75% | +417+6.4% | Added |
| Cooper/Haims Advisors, LLC | 6,889 | $3.43M | 1.69% | +166+2.5% | Added |
| Tribridge Partners Financial LLC | 6,901 | $3.43M | 2.01% | +6,901 | New |
| Live Oak Investment Partners | 6,902 | $3.43M | 2.64% | −95−1.4% | Reduced |