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 |
|---|---|---|---|---|---|
| M.E. Allison & Co., Inc. | 7,639 | $3.80M | 3.05% | +1,832+31.5% | Added |
| Lynx Capital Group Ltd | 7,643 | $3.80M | 1.83% | −4−0.1% | Reduced |
| Corps Capital Advisors, LLC | 7,644 | $3.80M | 6.11% | −4,725−38.2% | Reduced |
| Round Hill Asset Management | 7,681 | $3.82M | 2.58% | +195+2.6% | Added |
| Cherry Tree Wealth Management, LLC | 7,689 | $3.82M | 0.89% | −168−2.1% | Reduced |
| Ted Buchan & Co | 7,700 | $3.83M | 1.52% | +929+13.7% | Added |
| Warther Private Wealth, LLC | 7,717 | $3.84M | 1.01% | −3,144−28.9% | Reduced |
| Carson Advisory Inc. | 7,718 | $3.84M | 2.44% | −21−0.3% | Reduced |
| Oder Investment Management, LLC | 7,722 | $3.84M | 2.90% | +13+0.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 7,723 | $3.84M | 0.43% | −37−0.5% | Reduced |
| Howard Bailey Securities, LLC | 7,723 | $3.84M | 1.18% | −849−9.9% | Reduced |
| Morangie Management LLC | 7,742 | $3.85M | 3.34% | +1,112+16.8% | Added |
| Thrive Capital Management, LLC | 7,743 | $3.85M | 1.21% | +2,492+47.5% | Added |
| Walker Financial Services, Inc. | 7,754 | $3.86M | 1.75% | +84+1.1% | Added |
| Paragon Financial Partners, Inc. | 7,770 | $3.86M | 2.64% | +30.0% | Added |
| Aspen Capital Management, LLC | 7,773 | $3.87M | 1.08% | +60+0.8% | Added |
| Seelaus Asset Management LLC | 7,798 | $3.88M | 3.43% | 00.0% | Unchanged |
| Elevate Capital Advisors, LLC | 7,803 | $3.88M | 3.09% | −4,485−36.5% | Reduced |
| Lebenthal Global Advisors, LLC | 7,817 | $3.89M | 0.73% | +1,890+31.9% | Added |
| Meridian Wealth Partners, LLC | 7,817 | $3.89M | 0.56% | +772+11.0% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,818 | $3.89M | 0.67% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 7,818 | $3.89M | 0.93% | +470+6.4% | Added |
| Grange Capital, LLC | 7,820 | $3.89M | 4.07% | +30.0% | Added |
| Old North State Wealth Management, LLC | 7,797 | $3.89M | 2.03% | −36−0.5% | Reduced |
| Values Added Financial LLC | 7,829 | $3.89M | 1.89% | +1,369+21.2% | Added |
| Kaizen Financial Strategies | 7,836 | $3.90M | 1.98% | +162+2.1% | Added |
| Fermata Advisors, LLC | 7,843 | $3.90M | 1.04% | −3,755−32.4% | Reduced |
| Townsend & Associates, Inc | 7,600 | $3.90M | 0.39% | 00.0% | Unchanged |
| Private Client Services, LLC | 7,849 | $3.90M | 1.52% | +2,906+58.8% | Added |
| 49 Wealth Management, LLC | 7,852 | $3.91M | 0.42% | −632−7.4% | Reduced |
| Camarda Financial Advisors, LLC | 7,855 | $3.91M | 1.54% | −317−3.9% | Reduced |
| Reliant Investment Partners, LLC | 7,864 | $3.91M | 3.41% | −68−0.9% | Reduced |
| Soundwatch Capital LLC | 12,125 | $3.92M | 0.83% | +9,578+376.1% | Added |
| Paladin Wealth, LLC | 7,876 | $3.92M | 3.05% | −15−0.2% | Reduced |
| Power Wealth Management LLC | 7,877 | $3.92M | 1.51% | +177+2.3% | Added |
| Park Edge Advisors, LLC | 7,884 | $3.92M | 1.01% | +426+5.7% | Added |
| NorthStar Asset Management LLC | 7,884 | $3.92M | 2.07% | +410+5.5% | Added |
| DecisionMap Wealth Management, LLC | 7,891 | $3.93M | 2.69% | +136+1.8% | Added |
| BigSur Wealth Management LLC | 7,901 | $3.93M | 0.99% | −71−0.9% | Reduced |
| Lion Street Advisors, LLC | 7,908 | $3.93M | 1.19% | −14−0.2% | Reduced |
| Legacy Bridge, LLC | 7,920 | $3.94M | 1.87% | −10−0.1% | Reduced |
| Minot DeBlois Advisors LLC | 7,926 | $3.94M | 3.73% | −373−4.5% | Reduced |
| Silvia McColl Wealth Management, LLC | 7,933 | $3.95M | 2.87% | −28−0.4% | Reduced |
| Pacific Asset Management, LLC | 7,940 | $3.95M | 3.18% | −150−1.9% | Reduced |
| Verity Asset Management, Inc. | 7,970 | $3.96M | 1.89% | −7,460−48.3% | Reduced |
| Grace & White Inc | 7,975 | $3.97M | 0.73% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 7,986 | $3.97M | 3.52% | −10.0% | Reduced |
| Forest Hill Capital, LLC | 8,000 | $3.98M | 2.82% | 00.0% | Unchanged |
| Farrow Financial Inc. | 8,024 | $3.99M | 2.42% | −16−0.2% | Reduced |
| Red Wave Investments LLC | 8,029 | $3.99M | 1.31% | −200−2.4% | Reduced |
| Cardinal Strategic Wealth Guidance | 8,035 | $4.00M | 1.15% | −266−3.2% | Reduced |
| Shaker Investments LLC | 8,039 | $4.00M | 1.64% | +1,452+22.0% | Added |
| Firestone Capital Management | 8,055 | $4.01M | 0.94% | −49−0.6% | Reduced |
| Wall Street Financial Group, Inc. | 8,065 | $4.01M | 3.62% | +5,622+230.1% | Added |
| WJ Wealth Management, LLC | 8,072 | $4.01M | 1.27% | −1,498−15.7% | Reduced |
| Indie Asset Partners, LLC | 8,074 | $4.02M | 7.31% | −909−10.1% | Reduced |
| Wilson & Boucher Capital Management, LLC | 8,080 | $4.02M | 2.80% | −92−1.1% | Reduced |
| Droms Strauss Advisors Inc | 8,087 | $4.02M | 1.23% | −26−0.3% | Reduced |
| Triton Wealth Management, PLLC | 7,876 | $4.02M | 1.72% | +7,876 | New |
| Tributary Capital Management, LLC | 8,097 | $4.03M | 0.36% | −374−4.4% | Reduced |
| Mascoma Wealth Management LLC | 8,105 | $4.03M | 0.94% | −848−9.5% | Reduced |
| Riverbend Wealth Management, LLC | 8,111 | $4.03M | 3.05% | +65+0.8% | Added |
| Global Endowment Management, LP | 8,115 | $4.04M | 0.54% | −448−5.2% | Reduced |
| Islay Capital Management, LLC | 8,117 | $4.04M | 2.60% | +35+0.4% | Added |
| Northern Financial Advisors Inc | 8,126 | $4.04M | 3.03% | −143−1.7% | Reduced |
| First Citizens Financial Corp | 8,135 | $4.05M | 2.23% | +434+5.6% | Added |
| New Covenant Trust Company, N.A. | 8,188 | $4.06M | 3.63% | −197−2.3% | Reduced |
| D. Scott Neal, Inc. | 8,172 | $4.06M | 2.03% | −208−2.5% | Reduced |
| West Bancorporation Inc | 8,174 | $4.07M | 2.57% | −145−1.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 10,838 | $4.07M | 1.60% | +10,838 | New |
| Motive Wealth Advisors | 8,183 | $4.07M | 1.85% | +1,047+14.7% | Added |
| Hidden Cove Wealth Management, LLC | 8,202 | $4.08M | 2.96% | +322+4.1% | Added |
| Cannon Advisors, Inc. | 8,218 | $4.09M | 3.29% | −150−1.8% | Reduced |
| TPG Advisors LLC | 8,226 | $4.09M | 2.96% | +70+0.9% | Added |
| VERITY Wealth Advisors | 8,230 | $4.09M | 2.75% | −911−10.0% | Reduced |
| Cora Capital Advisors LLC | 8,236 | $4.10M | 1.82% | +126+1.6% | Added |
| Fca Corp | 8,262 | $4.11M | 1.23% | −43−0.5% | Reduced |
| Exane Asset Management | 7,049 | $4.11M | 1.61% | −7,605−51.9% | Reduced |
| Rockbridge Investment Management, LCC | 8,279 | $4.12M | 0.44% | +223+2.8% | Added |
| LSP Investment Advisors, LLC | 8,280 | $4.12M | 2.95% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 8,300 | $4.13M | 1.95% | −161−1.9% | Reduced |
| Jessup Wealth Management, Inc | 8,306 | $4.13M | 1.66% | −39−0.5% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 8,313 | $4.14M | 3.52% | −86−1.0% | Reduced |
| Darwin Advisors, LLC | 8,313 | $4.14M | 1.43% | −1,047−11.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 8,315 | $4.14M | 0.22% | −2,151−20.6% | Reduced |
| ORG Wealth Partners, LLC | 8,402 | $4.14M | 0.99% | +169+2.1% | Added |
| PKS Advisory Services, LLC | 8,324 | $4.14M | 1.02% | −10−0.1% | Reduced |
| Everest Management Corp. | 8,332 | $4.14M | 2.98% | −757−8.3% | Reduced |
| Sterling Investment Counsel, LLC | 8,335 | $4.15M | 2.43% | −9,184−52.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 8,336 | $4.15M | 1.90% | −130−1.5% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 8,339 | $4.15M | 3.32% | +35+0.4% | Added |
| Guardian Investment Management | 8,344 | $4.15M | 4.30% | −1,150−12.1% | Reduced |
| First National Corp | 8,345 | $4.15M | 0.84% | +939+12.7% | Added |
| DecisionPoint Financial, LLC | 8,443 | $4.15M | 1.06% | +294+3.6% | Added |
| Apeiron RIA LLC | 8,354 | $4.16M | 1.07% | −1,003−10.7% | Reduced |
| Tableaux LLC | 8,359 | $4.16M | 2.39% | +968+13.1% | Added |
| Spectrum Strategic Capital Management, LLC | 8,361 | $4.16M | 2.65% | +1,163+16.2% | Added |
| Summit Wealth Group LLC | 8,370 | $4.16M | 1.05% | +8,370 | New |
| Ifrah Financial Services, Inc. | 8,376 | $4.17M | 1.14% | −84−1.0% | Reduced |
| Sunburst Financial Group, LLC | 8,377 | $4.17M | 0.93% | +185+2.3% | Added |