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 |
|---|---|---|---|---|---|
| Latitude Advisors, LLC | 6,911 | $3.44M | 1.73% | −33−0.5% | Reduced |
| Paul Damon & Associates, Inc. | 6,911 | $3.44M | 1.80% | +380+5.8% | Added |
| Horan Securities, Inc. | 6,911 | $3.44M | 1.21% | +620+9.9% | Added |
| Novus Advisors, LLC | 6,930 | $3.45M | 5.26% | −2,111−23.3% | Reduced |
| WealthCare Investment Partners, LLC | 6,912 | $3.45M | 1.24% | −71−1.0% | Reduced |
| Brucke Financial, Inc. | 6,940 | $3.45M | 2.40% | −156−2.2% | Reduced |
| Eldridge Investment Advisors, Inc. | 6,944 | $3.45M | 0.72% | +281+4.2% | Added |
| TrueWealth Financial Partners | 6,944 | $3.45M | 1.90% | +670+10.7% | Added |
| Birchcreek Wealth Management, LLC | 6,945 | $3.45M | 1.96% | −239−3.3% | Reduced |
| Tortoise Investment Management, LLC | 6,950 | $3.46M | 0.33% | +392+6.0% | Added |
| Otter Creek Advisors, LLC | 6,966 | $3.46M | 2.60% | −784−10.1% | Reduced |
| TradeWell Securities, LLC. | 6,968 | $3.47M | 1.66% | +359+5.4% | Added |
| Cascade Wealth Advisors, Inc | 6,640 | $3.47M | 1.96% | +2,720+69.4% | Added |
| Walled Lake Planning & Wealth Management, LLC | 6,984 | $3.47M | 1.13% | −26−0.4% | Reduced |
| Galilei Investment Office LLP | 6,985 | $3.47M | 1.77% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 6,990 | $3.48M | 0.56% | +1,748+33.3% | Added |
| Index Fund Advisors, Inc. | 6,997 | $3.48M | 0.20% | +3,226+85.5% | Added |
| Fortitude Family Office, LLC | 7,008 | $3.49M | 1.15% | +808+13.0% | Added |
| Northern Capital Management, Inc. | 7,015 | $3.49M | 2.05% | +11+0.2% | Added |
| Fortune Financial Advisors, LLC | 7,018 | $3.49M | 2.81% | +131+1.9% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 7,025 | $3.49M | 0.76% | +532+8.2% | Added |
| Littlejohn Financial Services, Inc. | 7,041 | $3.50M | 2.71% | −279−3.8% | Reduced |
| Geneva Capital Management LLC | 7,045 | $3.50M | 0.06% | −234−3.2% | Reduced |
| Heritage Family Offices, LLP | 9,263 | $3.51M | 1.77% | 00.0% | Unchanged |
| Meridian Financial, LLC | 7,073 | $3.52M | 2.28% | −64−0.9% | Reduced |
| FF Advisors,LLC | 7,090 | $3.53M | 1.83% | +475+7.2% | Added |
| Onyx Financial Advisors, LLC | 7,108 | $3.54M | 1.68% | +20+0.3% | Added |
| Kellett Schaffner Wealth Advisors LLC | 7,119 | $3.54M | 2.31% | +4+0.1% | Added |
| Driehaus Capital Management LLC | 7,122 | $3.54M | 0.03% | +761+12.0% | Added |
| Sutton Place Investors LLC | 7,146 | $3.55M | 2.14% | +477+7.2% | Added |
| Gerber, LLC | 7,147 | $3.55M | 2.50% | +92+1.3% | Added |
| Fourth Dimension Wealth, LLC | 7,149 | $3.56M | 1.50% | +159+2.3% | Added |
| Willis Johnson & Associates, Inc. | 7,157 | $3.56M | 0.24% | −633−8.1% | Reduced |
| Altiora Financial Group, LLC | 7,158 | $3.56M | 0.70% | 00.0% | Unchanged |
| Castle Hook Partners LP | 7,159 | $3.56M | 0.05% | +7,159 | New |
| BOS Asset Management, LLC | 7,170 | $3.57M | 1.14% | −137−1.9% | Reduced |
| CastleKnight Management LP | 7,180 | $3.57M | 0.24% | −8,800−55.1% | Reduced |
| Worth Asset Management, LLC | 7,188 | $3.58M | 1.76% | +3,214+80.9% | Added |
| Gould Asset Management LLC | 7,200 | $3.58M | 0.70% | −466−6.1% | Reduced |
| Aua Capital Management, LLC | 7,206 | $3.58M | 2.14% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 7,207 | $3.58M | 2.72% | −42−0.6% | Reduced |
| Leigh Baldwin & Co., LLC | 7,213 | $3.59M | 2.36% | +321+4.7% | Added |
| Mach-1 Financial Group, Inc. | 7,217 | $3.59M | 1.05% | +199+2.8% | Added |
| Silverleafe Capital Partners, LLC | 7,236 | $3.60M | 1.25% | −21−0.3% | Reduced |
| Rosenberg Matthew Hamilton | 7,243 | $3.60M | 0.84% | −339−4.5% | Reduced |
| Balance Wealth, LLC | 7,244 | $3.60M | 2.11% | +85+1.2% | Added |
| Gill Capital Partners, LLC | 7,247 | $3.60M | 1.16% | −336−4.4% | Reduced |
| Montis Financial, LLC | 7,258 | $3.61M | 1.00% | −1,335−15.5% | Reduced |
| First National Bank Sioux Falls | 7,264 | $3.61M | 1.33% | −1,577−17.8% | Reduced |
| Cranbrook Wealth Management, LLC | 7,264 | $3.61M | 0.77% | +108+1.5% | Added |
| Waycross Investment Management Co | 7,268 | $3.62M | 3.76% | −12−0.2% | Reduced |
| Pettinga Financial Advisors, LLC | 7,285 | $3.62M | 0.79% | −358−4.7% | Reduced |
| Richmond Investment Services, LLC | 7,290 | $3.63M | 0.77% | +4,552+166.3% | Added |
| Tactive Advisors, LLC | 7,308 | $3.64M | 1.18% | +7,308 | New |
| Hutchens & Kramer Investment Management Group, LLC | 7,393 | $3.64M | 1.67% | −142−1.9% | Reduced |
| Blue Rock Wealth Management LLC | 7,347 | $3.65M | 2.54% | −24−0.3% | Reduced |
| High Falls Advisors, Inc | 7,348 | $3.66M | 0.81% | −14−0.2% | Reduced |
| Symphony Financial Services, Inc. | 7,342 | $3.66M | 2.19% | −76−1.0% | Reduced |
| BankPlus Wealth Management LLC | 7,358 | $3.66M | 2.43% | +225+3.2% | Added |
| AllGen Financial Advisors, Inc. | 7,371 | $3.67M | 0.98% | −8,460−53.4% | Reduced |
| Millington Financial Advisors, LLC | 7,252 | $3.67M | 1.85% | +769+11.9% | Added |
| Moment Partners, LLC | 7,382 | $3.67M | 0.69% | −572−7.2% | Reduced |
| Pandora Wealth, Inc. | 7,386 | $3.67M | 2.26% | −71−1.0% | Reduced |
| New Capital Management LP | 7,393 | $3.68M | 1.03% | +77+1.1% | Added |
| Sunflower Bank, N.A. | 7,394 | $3.68M | 0.93% | +33+0.4% | Added |
| Sage Private Wealth Group, LLC | 7,421 | $3.69M | 2.36% | +52+0.7% | Added |
| Medallion Wealth Advisors, LLC | 7,487 | $3.69M | 1.43% | +118+1.6% | Added |
| Oakwell Private Wealth Management, LLC | 7,423 | $3.69M | 0.85% | +296+4.2% | Added |
| Genesee Capital Advisors, LLC | 7,434 | $3.70M | 1.66% | −43−0.6% | Reduced |
| SJS Investment Consulting Inc. | 7,434 | $3.70M | 0.59% | −1,477−16.6% | Reduced |
| Murphy & Mullick Capital Management Corp | 7,024 | $3.70M | 3.01% | +92+1.3% | Added |
| Warwick Investment Management, Inc. | 7,445 | $3.70M | 0.72% | +231+3.2% | Added |
| LeConte Wealth Management, LLC | 7,452 | $3.71M | 2.51% | +2,290+44.4% | Added |
| MPS Loria Financial Planners, LLC | 7,455 | $3.71M | 1.09% | −561−7.0% | Reduced |
| Connective Portfolio Management, LLC | 7,519 | $3.71M | 7.95% | +2,500+49.8% | Added |
| Milestone Asset Management Group, LLC | 7,465 | $3.71M | 2.75% | +133+1.8% | Added |
| Alhambra Investment Partners LLC | 7,468 | $3.71M | 1.84% | −51−0.7% | Reduced |
| Nicholson Wealth Management Group, LLC | 7,488 | $3.72M | 2.29% | +840+12.6% | Added |
| Alexander Randolph Advisory, Inc. | 7,490 | $3.73M | 3.34% | −405−5.1% | Reduced |
| Park Capital Management, LLC | 7,491 | $3.73M | 3.45% | +509+7.3% | Added |
| Caitong International Asset Management Co., Ltd | 7,494 | $3.73M | 2.66% | +7,494 | New |
| Integrated Financial Solutions, Inc. | 7,504 | $3.73M | 3.17% | +7,504 | New |
| GFG Capital, LLC | 7,545 | $3.75M | 1.12% | −9,653−56.1% | Reduced |
| Tillman Hartley LLC | 7,552 | $3.76M | 1.06% | +280+3.9% | Added |
| Advisory Resource Group | 7,557 | $3.76M | 0.72% | −58−0.8% | Reduced |
| Burton Enright Welch | 7,558 | $3.76M | 0.65% | +980+14.9% | Added |
| Stevens Capital Management LP | 7,588 | $3.77M | 1.03% | +1,426+23.1% | Added |
| Haven Private, LLC | 7,592 | $3.78M | 1.67% | +3,199+72.8% | Added |
| Taylor Financial Group, Inc. | 7,597 | $3.78M | 2.36% | −70−0.9% | Reduced |
| Financial Advisory Corp | 7,603 | $3.78M | 1.15% | +43+0.6% | Added |
| Planning Alternatives Ltd | 7,604 | $3.78M | 0.53% | −117−1.5% | Reduced |
| Olistico Wealth, LLC | 7,605 | $3.78M | 2.10% | +113+1.5% | Added |
| Pine Ridge Advisers LLC | 7,610 | $3.79M | 0.24% | 00.0% | Unchanged |
| Truepoint, Inc. | 7,614 | $3.79M | 0.09% | +531+7.5% | Added |
| PCG Asset Management, LLC | 7,616 | $3.79M | 3.26% | −134−1.7% | Reduced |
| East Coast Asset Management, LLC. | 7,620 | $3.79M | 1.26% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 7,623 | $3.79M | 0.59% | −336−4.2% | Reduced |
| VELA Investment Management, LLC | 7,632 | $3.80M | 1.13% | −329−4.1% | Reduced |
| Abacus Wealth Partners, LLC | 7,635 | $3.80M | 0.58% | +351+4.8% | Added |
| Human Investing LLC | 7,636 | $3.80M | 0.60% | +51+0.7% | Added |