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 |
|---|---|---|---|---|---|
| Twin Lakes Capital Management, LLC | 8,379 | $4.17M | 2.53% | +7+0.1% | Added |
| Bullseye Investment Management, LLC | 11,105 | $4.17M | 2.54% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 8,384 | $4.17M | 2.56% | −453−5.1% | Reduced |
| Haven Capital Group, Inc. | 8,388 | $4.17M | 3.68% | −68−0.8% | Reduced |
| Aldebaran Financial Inc. | 8,391 | $4.17M | 4.62% | +187+2.3% | Added |
| Operose Advisors LLC | 8,405 | $4.18M | 1.18% | −133−1.6% | Reduced |
| Whipplewood Advisors, LLC | 8,411 | $4.18M | 2.30% | +194+2.4% | Added |
| Idaho Trust Bank | 8,427 | $4.19M | 1.50% | +260+3.2% | Added |
| Willner & Heller, LLC | 8,430 | $4.19M | 3.53% | +5+0.1% | Added |
| IAM Advisory, LLC | 8,439 | $4.20M | 1.01% | +19+0.2% | Added |
| MRP Capital Investments, LLC | 8,442 | $4.20M | 2.89% | +844+11.1% | Added |
| Oliver Luxxe Assets LLC | 8,447 | $4.20M | 0.75% | −230−2.7% | Reduced |
| Global Strategic Investment Solutions, LLC | 8,454 | $4.20M | 0.45% | +32+0.4% | Added |
| Dunhill Financial, LLC | 8,454 | $4.21M | 1.22% | +284+3.5% | Added |
| Hobart Private Capital, LLC | 8,456 | $4.21M | 0.95% | +4,923+139.3% | Added |
| Coston, McIsaac & Partners | 8,472 | $4.21M | 1.09% | −40.0% | Reduced |
| Brendel Financial Advisors LLC | 8,474 | $4.21M | 2.36% | +162+1.9% | Added |
| Ellis Investment Partners, LLC | 8,476 | $4.22M | 0.82% | +17+0.2% | Added |
| TD Capital Management LLC | 8,514 | $4.23M | 0.40% | +995+13.2% | Added |
| Partnership Wealth Management, LLC | 8,526 | $4.24M | 3.43% | +99+1.2% | Added |
| Acorns Advisers, LLC | 8,526 | $4.24M | 0.04% | +601+7.6% | Added |
| M.D. Sass Investors Services, Inc. | 8,544 | $4.25M | 0.34% | +25+0.3% | Added |
| Evergreen Wealth Management, LLC | 8,546 | $4.25M | 2.38% | +50+0.6% | Added |
| Vantage Financial Partners, LLC | 8,557 | $4.26M | 0.98% | −380−4.3% | Reduced |
| Atom Investors LP | 8,561 | $4.26M | 0.38% | 00.0% | Unchanged |
| Delta Capital Management LLC | 8,565 | $4.26M | 2.38% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 8,567 | $4.26M | 0.59% | +616+7.7% | Added |
| Farrell Financial LLC | 8,581 | $4.27M | 2.86% | +115+1.4% | Added |
| Arbor Investment Advisors, LLC | 8,585 | $4.27M | 0.55% | +11+0.1% | Added |
| Rede Wealth, LLC | 8,587 | $4.27M | 1.54% | −72−0.8% | Reduced |
| CoreFirst Bank & Trust | 8,587 | $4.27M | 2.41% | +94+1.1% | Added |
| Davies Financial Advisors, Inc. | 8,601 | $4.28M | 3.32% | −4,163−32.6% | Reduced |
| Mascagni Wealth Management, Inc. | 8,612 | $4.28M | 3.65% | +79+0.9% | Added |
| Correct Capital Wealth Management | 8,631 | $4.29M | 0.84% | +584+7.3% | Added |
| Westhampton Capital, LLC | 8,643 | $4.30M | 2.22% | −20−0.2% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 8,652 | $4.30M | 1.23% | −177−2.0% | Reduced |
| Lansing Street Advisors | 8,656 | $4.31M | 1.28% | +823+10.5% | Added |
| Caldwell Sutter Capital, Inc. | 8,656 | $4.31M | 1.97% | −317−3.5% | Reduced |
| Baker Boyer National Bank | 8,656 | $4.31M | 1.48% | −10−0.1% | Reduced |
| Intrinsic Value Partners, LLC | 8,664 | $4.31M | 3.83% | −249−2.8% | Reduced |
| Garner Asset Management Corp | 8,665 | $4.31M | 1.99% | −431−4.7% | Reduced |
| Sentinus, LLC | 8,673 | $4.31M | 1.06% | +1,202+16.1% | Added |
| Boomfish Wealth Group, LLC | 8,674 | $4.31M | 2.49% | +48+0.6% | Added |
| Verum Partners LLC | 8,688 | $4.32M | 1.00% | +713+8.9% | Added |
| Riverpark Capital Management LLC | 8,693 | $4.32M | 7.02% | −350−3.9% | Reduced |
| PFW Advisors LLC | 8,704 | $4.33M | 1.33% | −1,136−11.5% | Reduced |
| Park Square Financial Group, LLC | 8,718 | $4.34M | 3.14% | −298−3.3% | Reduced |
| Comprehensive Financial Planning, Inc. | 8,726 | $4.34M | 3.42% | +576+7.1% | Added |
| Rise Advisors, LLC | 8,730 | $4.34M | 1.72% | +125+1.5% | Added |
| Sterneck Capital Management, LLC | 8,735 | $4.34M | 2.20% | −31−0.4% | Reduced |
| Northstar Financial Companies, Inc. | 8,769 | $4.36M | 4.53% | −527−5.7% | Reduced |
| 17 Capital Partners, LLC | 8,774 | $4.36M | 2.52% | −368−4.0% | Reduced |
| Birch Financial Group, LLC | 8,787 | $4.37M | 3.50% | −906−9.3% | Reduced |
| Fortress Wealth Group, LLC | 8,186 | $4.38M | 2.06% | +73+0.9% | Added |
| Generation Capital Management LLC | 8,819 | $4.39M | 3.47% | +109+1.3% | Added |
| Forefront Wealth Partners, LLC | 10,246 | $4.39M | 3.01% | +672+7.0% | Added |
| Fieldview Capital Management, LLC | 8,828 | $4.39M | 0.66% | +486+5.8% | Added |
| Palisades Hudson Asset Management, L.P. | 8,844 | $4.40M | 1.72% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 8,845 | $4.40M | 3.86% | −319−3.5% | Reduced |
| NRI Wealth Management LC | 8,858 | $4.41M | 2.66% | +1,553+21.3% | Added |
| BCS Wealth Management | 8,869 | $4.41M | 0.95% | +1,834+26.1% | Added |
| Flaharty Asset Management, LLC | 8,885 | $4.42M | 0.60% | −200−2.2% | Reduced |
| Seamount Financial Group Inc | 8,919 | $4.44M | 2.28% | +2,799+45.7% | Added |
| Delap Wealth Advisory, LLC | 8,936 | $4.44M | 2.13% | −51−0.6% | Reduced |
| Ariadne Wealth Management, LP | 8,541 | $4.45M | 2.13% | −143−1.6% | Reduced |
| Waterway Wealth Management, LLC | 8,941 | $4.45M | 1.35% | +3,024+51.1% | Added |
| Aletheian Wealth Advisors LLC | 8,947 | $4.45M | 2.19% | −432−4.6% | Reduced |
| Monte Financial Group, LLC | 8,957 | $4.46M | 1.73% | +514+6.1% | Added |
| Heartwood Wealth Advisors LLC | 8,959 | $4.46M | 0.47% | +1,107+14.1% | Added |
| Talisman Wealth Advisors LLC | 8,978 | $4.47M | 4.08% | −38−0.4% | Reduced |
| Vigilare Wealth Management | 8,979 | $4.47M | 1.67% | +463+5.4% | Added |
| Petros Family Wealth, LLC | 9,001 | $4.48M | 4.09% | +143+1.6% | Added |
| Glynn Capital Management LLC | 9,007 | $4.48M | 1.01% | −205−2.2% | Reduced |
| St. Nicholas Private Asset Management, Inc | 9,008 | $4.48M | 4.16% | +1,173+15.0% | Added |
| Legacy Capital Wealth Partners, LLC | 9,019 | $4.49M | 1.02% | +30.0% | Added |
| Ssa Swiss Advisors AG | 8,898 | $4.49M | 2.16% | +1,480+20.0% | Added |
| Pullen Investment Management, LLC | 9,026 | $4.49M | 2.70% | +14+0.2% | Added |
| LWM Advisory Services, LLC | 9,036 | $4.49M | 3.10% | −454−4.8% | Reduced |
| Legato Capital Management LLC | 9,038 | $4.50M | 0.54% | −317−3.4% | Reduced |
| Barrett & Company, Inc. | 9,047 | $4.50M | 1.69% | +551+6.5% | Added |
| Financial Life Planners | 9,060 | $4.51M | 3.67% | −4,353−32.5% | Reduced |
| MinichMacGregor Wealth Management, LLC | 9,067 | $4.51M | 0.96% | −1,309−12.6% | Reduced |
| Provident Trust Co | 9,072 | $4.51M | 0.08% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 9,087 | $4.52M | 2.64% | −74−0.8% | Reduced |
| KWB Wealth | 12,041 | $4.52M | 0.55% | −197−1.6% | Reduced |
| Integrated Quantitative Investments LLC | 9,089 | $4.52M | 1.33% | +9,089 | New |
| Proactive Wealth Strategies LLC | 9,088 | $4.52M | 2.13% | −46−0.5% | Reduced |
| Riversedge Advisors, LLC | 9,093 | $4.52M | 0.88% | +2,518+38.3% | Added |
| Burns Matteson Capital Management, LLC | 9,093 | $4.52M | 2.18% | +85+0.9% | Added |
| Washburn Capital Management, Inc. | 9,093 | $4.52M | 2.65% | −344−3.6% | Reduced |
| Resolute Wealth Strategies, LLC | 9,096 | $4.52M | 2.42% | +971+12.0% | Added |
| Sterling Investment Management, Inc. | 9,098 | $4.53M | 3.00% | −37−0.4% | Reduced |
| Cynosure Management, LLC | 9,110 | $4.53M | 0.51% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 9,121 | $4.54M | 0.68% | +12+0.1% | Added |
| Eagle Bluffs Wealth Management LLC | 9,126 | $4.54M | 2.16% | +125+1.4% | Added |
| HT Partners LLC | 9,127 | $4.54M | 1.39% | −9−0.1% | Reduced |
| LJI Wealth Management, LLC | 9,141 | $4.55M | 0.79% | −136−1.5% | Reduced |
| LongView Wealth Management | 9,152 | $4.55M | 1.38% | −772−7.8% | Reduced |
| Mayport, LLC | 9,161 | $4.56M | 1.09% | −284−3.0% | Reduced |
| Integrity Financial Corp | 9,179 | $4.57M | 2.33% | +241+2.7% | Added |