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 |
|---|---|---|---|---|---|
| Keyvantage Wealth, LLC | 9,181 | $4.57M | 2.05% | +693+8.2% | Added |
| Johnson Bixby & Associates, LLC | 9,184 | $4.57M | 0.63% | +1,765+23.8% | Added |
| Select Asset Management & Trust | 9,190 | $4.57M | 1.57% | +62+0.7% | Added |
| Renasant Bank | 9,205 | $4.58M | 3.06% | −405−4.2% | Reduced |
| Fjell Capital, LLC | 9,212 | $4.58M | 4.25% | +26+0.3% | Added |
| Heritage Financial Services, LLC | 9,212 | $4.58M | 0.44% | −510−5.2% | Reduced |
| Beirne Wealth Consulting Services, LLC | 9,214 | $4.58M | 1.49% | +31+0.3% | Added |
| Tsai Capital Corp | 9,217 | $4.58M | 3.36% | −46−0.5% | Reduced |
| Custom Index Systems, LLC | 9,232 | $4.59M | 2.19% | −1,980−17.7% | Reduced |
| Maridea Wealth Management LLC | 9,233 | $4.59M | 1.20% | +3,669+65.9% | Added |
| Family Capital Trust Co | 9,238 | $4.59M | 1.59% | +1,062+13.0% | Added |
| NDVR, Inc. | 9,238 | $4.60M | 4.31% | −484−5.0% | Reduced |
| Allium Financial Advisors, LLC | 9,252 | $4.60M | 4.01% | −359−3.7% | Reduced |
| Syverson Strege & Co | 9,253 | $4.60M | 1.09% | +5,710+161.2% | Added |
| MKT Advisors LLC | 9,364 | $4.61M | 1.82% | +17+0.2% | Added |
| Diversified Investment Strategies, LLC | 9,277 | $4.61M | 3.12% | −215−2.3% | Reduced |
| Woodward Diversified Capital, LLC | 9,288 | $4.62M | 2.34% | +2,978+47.2% | Added |
| Almanack Investment Partners, LLC. | 9,292 | $4.62M | 0.74% | +1,558+20.1% | Added |
| Lynx Investment Advisory | 9,293 | $4.62M | 3.02% | +10.0% | Added |
| Whelan Financial | 9,294 | $4.62M | 1.67% | +1,110+13.6% | Added |
| Outlook Wealth Advisors, LLC | 9,298 | $4.62M | 1.19% | −13−0.1% | Reduced |
| Pointe Capital Management LLC | 9,309 | $4.63M | 2.40% | +305+3.4% | Added |
| WMG Financial Advisors, LLC | 9,314 | $4.63M | 1.71% | −69−0.7% | Reduced |
| Fonville Wealth Management LLC | 9,318 | $4.64M | 1.17% | +45+0.5% | Added |
| Hutchinson Financial Advisors, INC | 9,331 | $4.64M | 5.20% | +9,331 | New |
| Baring Financial LLC | 9,335 | $4.64M | 3.47% | +1,469+18.7% | Added |
| Legacy Financial Strategies, LLC | 9,336 | $4.64M | 0.91% | +644+7.4% | Added |
| Platinum Investment Management Ltd | 9,340 | $4.65M | 0.31% | 00.0% | Unchanged |
| Davidson Kahn Capital Management, LLC | 9,340 | $4.65M | 2.98% | +534+6.1% | Added |
| Argyle Capital Partners, LLC | 9,347 | $4.65M | 3.83% | −809−8.0% | Reduced |
| Exchange Bank | 9,349 | $4.65M | 3.68% | −198−2.1% | Reduced |
| Richard W. Paul & Associates, LLC | 9,349 | $4.65M | 1.68% | +48+0.5% | Added |
| Guerra Pan Advisors, LLC | 9,352 | $4.65M | 3.07% | +682+7.9% | Added |
| Up Strategic Wealth Investment Advisors LLC | 9,378 | $4.66M | 3.64% | +1,246+15.3% | Added |
| Challenger Wealth Management | 9,379 | $4.67M | 3.24% | −202−2.1% | Reduced |
| DMG Group, LLC | 9,382 | $4.67M | 3.63% | +342+3.8% | Added |
| Lodestar Private Asset Management LLC | 9,388 | $4.67M | 0.54% | −91−1.0% | Reduced |
| Private Capital Management, LLC | 9,389 | $4.67M | 0.47% | −697−6.9% | Reduced |
| Seneschal Advisors, LLC | 9,405 | $4.68M | 3.69% | −247−2.6% | Reduced |
| Midwest Financial Group LLC | 9,407 | $4.68M | 2.46% | +181+2.0% | Added |
| Cross Staff Investments Inc | 9,417 | $4.68M | 3.48% | −99−1.0% | Reduced |
| Signature Wealth Management Partners, LLC | 9,433 | $4.69M | 2.68% | +73+0.8% | Added |
| Independent Wealth Network Inc. | 9,436 | $4.69M | 1.71% | −334−3.4% | Reduced |
| American Institute for Advanced Investment Management, LLP | 9,459 | $4.70M | 3.33% | −25−0.3% | Reduced |
| Front Street Capital Management, Inc. | 9,469 | $4.71M | 0.90% | −1,152−10.8% | Reduced |
| Lakehouse Capital Pty Ltd | 9,472 | $4.71M | 2.87% | 00.0% | Unchanged |
| Hilltop Partners LLC | 9,475 | $4.71M | 1.43% | +312+3.4% | Added |
| Game Creek Capital, LP | 9,500 | $4.73M | 2.42% | +350+3.8% | Added |
| CKW Financial Group | 9,614 | $4.73M | 0.54% | +20.0% | Added |
| Patriot Investment Management Inc. | 9,511 | $4.73M | 0.33% | +433+4.8% | Added |
| Gilbert & Cook, Inc. | 9,511 | $4.73M | 0.64% | −834−8.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 9,516 | $4.73M | 2.11% | −231−2.4% | Reduced |
| Wealth Quarterback LLC | 9,517 | $4.73M | 2.24% | +117+1.2% | Added |
| Alliance Wealth Advisors, LLC | 9,529 | $4.74M | 2.58% | −181−1.9% | Reduced |
| EdgeRock Capital LLC | 9,530 | $4.74M | 1.50% | +9,530 | New |
| Ironwood Financial, llc | 12,637 | $4.74M | 1.02% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 9,549 | $4.75M | 2.29% | +323+3.5% | Added |
| Satovsky Asset Management LLC | 9,550 | $4.75M | 1.01% | −581−5.7% | Reduced |
| Pring Turner Capital Group Inc | 9,560 | $4.76M | 3.07% | −27−0.3% | Reduced |
| Ameliora Wealth Management Ltd. | 9,569 | $4.76M | 1.70% | −4,430−31.6% | Reduced |
| Firethorn Wealth Partners, LLC | 9,587 | $4.77M | 2.07% | −862−8.2% | Reduced |
| Conscious Wealth Investments, LLC | 9,305 | $4.77M | 3.05% | −5−0.1% | Reduced |
| Canandaigua National Trust Co of Florida | 9,593 | $4.77M | 3.39% | +985+11.4% | Added |
| Oak Grove Capital LLC | 9,593 | $4.77M | 1.10% | −34,322−78.2% | Reduced |
| Prentice Wealth Management LLC | 9,595 | $4.77M | 1.25% | −314−3.2% | Reduced |
| Running Point Capital Advisors, LLC | 9,606 | $4.78M | 1.32% | −547−5.4% | Reduced |
| PAX Financial Group, LLC | 9,629 | $4.79M | 0.92% | −2,977−23.6% | Reduced |
| Kera Capital Partners, Inc. | 9,630 | $4.79M | 0.94% | −6,834−41.5% | Reduced |
| Wagner Wealth Management, LLC | 9,638 | $4.79M | 1.09% | +814+9.2% | Added |
| Rockingstone Advisors LLC | 9,647 | $4.80M | 2.52% | −1,670−14.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 12,799 | $4.81M | 2.69% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 9,674 | $4.81M | 1.99% | −609−5.9% | Reduced |
| Fairscale Capital, LLC | 9,028 | $4.82M | 3.50% | +725+8.7% | Added |
| Laraway Financial Inc | 9,694 | $4.82M | 3.66% | −276−2.8% | Reduced |
| Clark Financial Services Group Inc | 9,694 | $4.82M | 2.96% | +50+0.5% | Added |
| Abel Hall, LLC | 9,716 | $4.83M | 2.23% | +2,516+34.9% | Added |
| Mainsail Financial Group, LLC | 9,555 | $4.83M | 2.25% | −98−1.0% | Reduced |
| Massachusetts Wealth Management | 9,720 | $4.83M | 2.73% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 9,731 | $4.84M | 0.65% | −1,126−10.4% | Reduced |
| Accel Wealth Management | 9,733 | $4.84M | 1.62% | +203+2.1% | Added |
| Rbo & Co LLC | 9,735 | $4.84M | 0.78% | −91−0.9% | Reduced |
| Pecaut & Co. | 9,749 | $4.85M | 1.61% | −69−0.7% | Reduced |
| RFP Financial Group LLC | 9,750 | $4.85M | 2.00% | −2,003−17.0% | Reduced |
| Fiduciary Financial Group, LLC | 9,879 | $4.86M | 0.88% | +148+1.5% | Added |
| Global Assets Advisory, LLC | 9,882 | $4.86M | 1.91% | −9,129−48.0% | Reduced |
| West Wealth Group, LLC | 9,274 | $4.87M | 1.21% | +280+3.1% | Added |
| Precedent Wealth Partners, LLC | 9,791 | $4.87M | 1.19% | +671+7.4% | Added |
| Advance Capital Management, Inc. | 9,793 | $4.87M | 0.22% | +175+1.8% | Added |
| Detalus Advisors, LLC | 9,797 | $4.87M | 1.41% | +98+1.0% | Added |
| Arcataur Capital Management LLC | 9,802 | $4.88M | 1.52% | +76+0.8% | Added |
| Aull & Monroe Investment Management Corp | 9,811 | $4.88M | 2.62% | −1,131−10.3% | Reduced |
| First National Bank | 9,811 | $4.88M | 2.80% | −346−3.4% | Reduced |
| Bosman Wealth Management, LLC | 9,833 | $4.89M | 4.34% | +5,335+118.6% | Added |
| Pictet Bank & Trust Ltd | 9,875 | $4.89M | 5.74% | +857+9.5% | Added |
| Blue Bell Private Wealth Management, LLC | 9,851 | $4.90M | 0.82% | +3,776+62.2% | Added |
| Arlington Partners LLC | 9,859 | $4.90M | 1.81% | 00.0% | Unchanged |
| Guerra Advisors Inc | 9,865 | $4.91M | 2.32% | +1,312+15.3% | Added |
| Atala Financial Inc | 9,881 | $4.92M | 3.39% | +181+1.9% | Added |
| Green Square Capital Advisors LLC | 9,884 | $4.92M | 0.58% | +40+0.4% | Added |
| Wulff, Hansen & Co. | 9,891 | $4.92M | 4.21% | −245−2.4% | Reduced |