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; 6,247 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 | 6,247 | $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 |
|---|---|---|---|---|---|
| Ping Capital Management, Inc. | 500 | $248.7K | 0.14% | −700−58.3% | Reduced |
| ADG Wealth Management Group, LLC | 501 | $249.2K | 0.21% | +501 | New |
| Vestment Financial LLC | 509 | $249.5K | 0.16% | −50−8.9% | Reduced |
| KDK Private Wealth Management, LLC | 504 | $250.7K | 0.27% | +504 | New |
| AF Advisors, Inc. | 504 | $250.7K | 0.09% | +504 | New |
| Black Point Wealth Management | 508 | $252.4K | 7.22% | −3,388−87.0% | Reduced |
| Kanen Wealth Management LLC | 509 | $253.2K | 0.10% | +509 | New |
| Parkworth Wealth Management, Inc. | 513 | $255.3K | 0.18% | +112+27.9% | Added |
| Ariston Services Group | 514 | $255.7K | 0.18% | +514 | New |
| Crosspoint Financial, LLC | 515 | $256.2K | 0.69% | −111−17.7% | Reduced |
| B&D White Capital Company, LLC | 520 | $258.7K | 0.04% | −5,600−91.5% | Reduced |
| Evergreen Advisors, LLC | 522 | $259.6K | 0.07% | +522 | New |
| Lee-Kelleher Wealth Management | 522 | $259.6K | 0.17% | +522 | New |
| Unconventional Investor, LLC | 522 | $259.7K | 0.14% | −77−12.9% | Reduced |
| Brave Warrior Advisors, LLC | 525 | $261.1K | 0.01% | −750−58.8% | Reduced |
| Weitzel Financial Services, Inc. | 497 | $261.6K | 0.11% | +497 | New |
| Albert D Mason Inc | 527 | $262.1K | 0.19% | +527 | New |
| Retirement Investment Advisors, Inc. | 534 | $265.6K | 0.02% | 00.0% | Unchanged |
| Harbert Fund Advisors, Inc. | 535 | $266.1K | 0.80% | −9,465−94.7% | Reduced |
| FSA Investment Group, LLC | 537 | $267.1K | 0.20% | −179−25.0% | Reduced |
| Horizon Advisory Services, Inc. | 541 | $269.2K | 0.14% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 545 | $271.1K | 0.23% | −3−0.5% | Reduced |
| Stonehearth Capital Management, LLC | 546 | $271.7K | 0.11% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 548 | $272.6K | 0.34% | 00.0% | Unchanged |
| Schulz Wealth, LTD. | 551 | $274.1K | 0.20% | +2+0.4% | Added |
| Consultiva Wealth Management, Corp. | 552 | $274.6K | 0.85% | 00.0% | Unchanged |
| Western Financial Corp | 552 | $274.6K | 0.15% | 00.0% | Unchanged |
| Global Value Investment Corp. | 559 | $278.0K | 0.40% | −10−1.8% | Reduced |
| Patton Fund Management, Inc. | 562 | $279.5K | 0.06% | +562 | New |
| Heritage Wealth Architects, Inc. | 563 | $280.0K | 0.21% | +563 | New |
| LSV Asset Management | 564 | $281.0K | 0.00% | +356+171.2% | Added |
| Sarver Vrooman Wealth Advisors | 567 | $282.0K | 0.19% | 00.0% | Unchanged |
| Horizons Wealth Management | 569 | $283.0K | 0.20% | −32−5.3% | Reduced |
| Capital A Wealth Management, LLC | 753 | $283.2K | 3.22% | −2,675−78.0% | Reduced |
| Arrien Investments, Inc. | 574 | $285.5K | 0.18% | −38−6.2% | Reduced |
| Team Financial Group, LLC | 575 | $285.9K | 0.14% | −139−19.5% | Reduced |
| Share Andrew L. | 575 | $286.0K | 0.20% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 582 | $289.5K | 0.09% | −734−55.8% | Reduced |
| Life Planning Partners, Inc | 591 | $293.9K | 0.23% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 595 | $296.0K | 0.07% | −9−1.5% | Reduced |
| Rye Brook Capital LLC | 600 | $298.0K | 0.31% | 00.0% | Unchanged |
| Cambridge Capital Management, LLC | 599 | $298.1K | 0.16% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 600 | $298.4K | 0.44% | 00.0% | Unchanged |
| Outfitter Financial LLC | 605 | $300.9K | 0.26% | 00.0% | Unchanged |
| New Harbor Financial Group, LLC | 606 | $301.4K | 0.07% | −121−16.6% | Reduced |
| Luken Investment Analytics, LLC | 608 | $302.4K | 0.13% | 00.0% | Unchanged |
| Grunden Financial Advisory, Inc. | 611 | $303.8K | 0.13% | 00.0% | Unchanged |
| Kerrisdale Advisers, LLC | 611 | $303.9K | 0.16% | −19,650−97.0% | Reduced |
| Innovative Advisory Group, LLC | 614 | $305.2K | 0.26% | +81+15.2% | Added |
| Dravo Bay LLC | 616 | $306.4K | 0.15% | −105−14.6% | Reduced |
| Standard Family Office LLC | 616 | $306.4K | 0.36% | 00.0% | Unchanged |
| William Howard & Co Financial Advisors Inc | 616 | $306.6K | 0.27% | 00.0% | Unchanged |
| Quarry Hill Advisors, LLC | 617 | $306.9K | 0.18% | +617 | New |
| TABR Capital Management, LLC | 622 | $309.5K | 0.27% | −169−21.4% | Reduced |
| Theory Financial LLC | 587 | $313.2K | 0.12% | +25+4.4% | Added |
| Ellerson Group Inc | 631 | $313.9K | 0.22% | 00.0% | Unchanged |
| Investments & Financial Planning, LLC | 633 | $314.7K | 0.18% | +1+0.2% | Added |
| Pinnacle Family Advisors, LLC | 637 | $315.0K | 0.15% | +637 | New |
| Lee Johnson Capital Management, LLC | 636 | $316.1K | 0.11% | +1+0.2% | Added |
| Aurelius Family Office LLC | 637 | $316.9K | 0.15% | −7−1.1% | Reduced |
| Letko, Brosseau & Associates Inc | 638 | $317.3K | 0.01% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 638 | $317.4K | 0.13% | −20−3.0% | Reduced |
| swisspartners Advisors Ltd | 640 | $318.0K | 0.30% | −5,666−89.9% | Reduced |
| 10Elms LLP | 640 | $318.4K | 0.30% | −100−13.5% | Reduced |
| Reliant Wealth Planning | 645 | $320.8K | 0.13% | +645 | New |
| HC Advisors, LLC | 646 | $321.8K | 0.23% | −227−26.0% | Reduced |
| Longview Financial Advisors LLC | 649 | $322.8K | 0.20% | −50−7.2% | Reduced |
| Access Investment Management LLC | 649 | $322.8K | 0.09% | +649 | New |
| J2 Capital Management Inc | 652 | $324.3K | 0.26% | +652 | New |
| Meridian Management Co | 611 | $326.0K | 0.09% | −386−38.7% | Reduced |
| Holcombe Financial, Inc. | 656 | $326.3K | 0.25% | +42+6.8% | Added |
| eCIO, Inc. | 663 | $329.9K | 0.14% | −23−3.4% | Reduced |
| Ridgeline Wealth, LLC | 665 | $330.9K | 0.27% | −50−7.0% | Reduced |
| Schwallier Wealth Management LLC | 667 | $331.6K | 0.20% | −169−20.2% | Reduced |
| Fischer Investment Strategies, LLC | 669 | $332.7K | 0.22% | +11+1.7% | Added |
| Keystone Financial Services, LLC | 669 | $332.8K | 0.25% | +32+5.0% | Added |
| Flagship Private Wealth, LLC | 670 | $333.1K | 0.14% | −32−4.6% | Reduced |
| Buska Wealth Management, LLC | 670 | $333.2K | 0.09% | −36−5.1% | Reduced |
| Portland Financial Advisors Inc | 672 | $334.3K | 0.80% | −123−15.5% | Reduced |
| Stapp Wealth Management, PLLC | 676 | $336.2K | 0.48% | 00.0% | Unchanged |
| Winnow Wealth LLC | 678 | $337.2K | 0.25% | −1,551−69.6% | Reduced |
| Accordant Advisory Group Inc | 678 | $337.2K | 0.25% | +17+2.6% | Added |
| Disciplined Growth Investors Inc | 679 | $337.7K | 0.01% | 00.0% | Unchanged |
| Rochester Wealth Strategies, LLC | 680 | $338.1K | 0.24% | 00.0% | Unchanged |
| Corbyn Investment Management Inc | 680 | $338.2K | 0.11% | −5−0.7% | Reduced |
| Robinson Value Management, Ltd. | 680 | $338.2K | 0.21% | 00.0% | Unchanged |
| Allodium Investment Consultants, LLC | 680 | $338.2K | 0.21% | +680 | New |
| Financial Alternatives, Inc | 682 | $339.2K | 0.22% | 00.0% | Unchanged |
| M Wealth Management, LLC | 688 | $342.1K | 0.32% | +688 | New |
| Ruane, Cunniff & Goldfarb L.P. | 689 | $342.7K | 0.01% | +40+6.2% | Added |
| Elite Financial, Inc. | 641 | $343.0K | 0.17% | 00.0% | Unchanged |
| Mycio Wealth Partners, LLC | 691 | $343.7K | 0.08% | 00.0% | Unchanged |
| Gagnon Securities LLC | 692 | $344.2K | 0.07% | −12−1.7% | Reduced |
| Skylands Capital, LLC | 695 | $345.7K | 0.05% | 00.0% | Unchanged |
| Stark Wealth Management LLC | 697 | $346.7K | 0.50% | +697 | New |
| Private Wealth Advisors | 704 | $350.2K | 0.14% | +1+0.1% | Added |
| Inlight Wealth Management, LLC | 707 | $351.4K | 0.18% | −38−5.1% | Reduced |
| Sullivan Wood Capital Management LLC | 707 | $351.7K | 0.73% | +707 | New |
| Maltin Wealth Management, Inc. | 708 | $352.0K | 0.16% | +2+0.3% | Added |
| Williams Financial, LLC | 708 | $352.2K | 0.38% | +708 | New |