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
- 2,579 more added
- Sold out
- 107
- 2,618 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 |
|---|---|---|---|---|---|
| Wulff, Hansen & Co. | 9,891 | $4.92M | 4.21% | −245−2.4% | Reduced |
| Activest Wealth Management | 9,899 | $4.92M | 1.19% | +139+1.4% | Added |
| Warren Street Wealth Advisors, LLC | 9,901 | $4.92M | 1.63% | +742+8.1% | Added |
| Well Done, LLC | 9,911 | $4.93M | 0.92% | +814+8.9% | Added |
| SLT Holdings LLC | 9,919 | $4.93M | 3.68% | +292+3.0% | Added |
| Northwest Wealth Management, LLC | 9,921 | $4.93M | 0.89% | −19−0.2% | Reduced |
| Goldstone Financial Group, LLC | 9,916 | $4.95M | 0.65% | +722+7.9% | Added |
| One Day In July LLC | 9,977 | $4.96M | 0.45% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 9,980 | $4.96M | 1.52% | −26−0.3% | Reduced |
| Beacon Capital Management, LLC | 9,991 | $4.97M | 0.67% | −96−1.0% | Reduced |
| Rossby Financial, LCC | 9,997 | $4.97M | 1.87% | +416+4.3% | Added |
| Olstein Capital Management, L.P. | 10,000 | $4.97M | 0.93% | 00.0% | Unchanged |
| Telemark Asset Management, LLC | 10,000 | $4.97M | 0.53% | +10,000 | New |
| Brian Low Financial Group, LLC | 10,031 | $4.99M | 4.67% | +10,031 | New |
| Catalina Capital Group, LLC | 10,039 | $4.99M | 3.39% | −2,028−16.8% | Reduced |
| Opal Wealth Advisors, LLC | 10,044 | $5.00M | 1.39% | +913+10.0% | Added |
| Southland Equity Partners LLC | 10,086 | $5.02M | 1.10% | +330+3.4% | Added |
| Safeguard Investment Advisory Group, LLC | 10,087 | $5.02M | 1.25% | −2,044−16.8% | Reduced |
| Lumbard & Kellner, LLC | 10,095 | $5.02M | 2.19% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 10,098 | $5.02M | 1.78% | +1,392+16.0% | Added |
| Sachetta, LLC | 10,123 | $5.04M | 1.99% | −406−3.9% | Reduced |
| Claris Financial LLC | 10,129 | $5.04M | 3.80% | −3,507−25.7% | Reduced |
| Strata Wealth Advisors, LLC | 10,141 | $5.04M | 1.39% | +612+6.4% | Added |
| Financial Sense Advisors, Inc. | 10,144 | $5.05M | 1.22% | −308−2.9% | Reduced |
| Valtinson Bruner Financial Planning LLC | 10,154 | $5.05M | 1.59% | +4,281+72.9% | Added |
| Summit Financial Wealth Advisors, LLC | 10,156 | $5.05M | 0.91% | +1,383+15.8% | Added |
| TCFG Wealth Management, LLC | 10,164 | $5.06M | 2.29% | −1,071−9.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 10,166 | $5.06M | 1.80% | +969+10.5% | Added |
| Kelly Financial Group LLC | 10,173 | $5.06M | 1.46% | +271+2.7% | Added |
| Capstone Triton Financial Group, LLC | 10,193 | $5.07M | 3.68% | +10,193 | New |
| Swisher Financial Concepts, Inc. | 10,212 | $5.08M | 3.28% | −287−2.7% | Reduced |
| Invenio Wealth Partners LLC | 10,215 | $5.08M | 2.02% | −508−4.7% | Reduced |
| Monticello Wealth Management, LLC | 10,224 | $5.09M | 0.38% | −2,066−16.8% | Reduced |
| Pathway Financial Advisers, LLC | 10,227 | $5.09M | 1.65% | +455+4.7% | Added |
| Strategic Advocates LLC | 10,228 | $5.09M | 1.51% | +450+4.6% | Added |
| Clarity Wealth Advisors, LLC | 10,243 | $5.10M | 1.26% | +163+1.6% | Added |
| HighVista Strategies LLC | 10,258 | $5.10M | 1.87% | +500+5.1% | Added |
| Keynote Financial Services LLC | 10,278 | $5.11M | 3.44% | −183−1.7% | Reduced |
| Hikari Tsushin, Inc. | 10,283 | $5.11M | 0.36% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 10,287 | $5.12M | 2.36% | +869+9.2% | Added |
| Insight Inv LLC | 10,343 | $5.14M | 3.45% | −39,787−79.4% | Reduced |
| Indiana Trust & Investment Management CO | 10,347 | $5.15M | 1.70% | +98+1.0% | Added |
| RF&L Wealth Management, LLC | 10,350 | $5.15M | 3.32% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 10,357 | $5.15M | 3.31% | −58−0.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 10,359 | $5.15M | 0.66% | −678−6.1% | Reduced |
| Vista Cima Wealth Management LLC | 10,364 | $5.16M | 4.82% | −67−0.6% | Reduced |
| KC Investment Advisors, LLC | 10,366 | $5.16M | 1.78% | −10,326−49.9% | Reduced |
| Mainstay Capital Management LLC | 10,388 | $5.17M | 0.25% | +5,316+104.8% | Added |
| Bain Capital Public Equity, LP | 10,389 | $5.17M | 3.42% | +10,389 | New |
| Crew Capital Management, Ltd. | 10,392 | $5.17M | 3.71% | −639−5.8% | Reduced |
| Tevis Investment Management | 10,397 | $5.17M | 3.31% | +2,566+32.8% | Added |
| Gould Capital, LLC | 10,413 | $5.18M | 3.46% | +80+0.8% | Added |
| Net Worth Advisory Group | 10,416 | $5.18M | 1.15% | +4,443+74.4% | Added |
| PUREfi Wealth, LLC | 10,419 | $5.18M | 4.14% | +933+9.8% | Added |
| Wescott Financial Advisory Group, LLC | 10,425 | $5.19M | 0.50% | −3,105−22.9% | Reduced |
| Crowley Wealth Management, Inc. | 10,428 | $5.19M | 4.72% | +29+0.3% | Added |
| Cinctive Capital Management LP | 10,433 | $5.19M | 0.29% | +8,613+473.2% | Added |
| Kapstone Financial Advisors LLC | 10,443 | $5.19M | 2.59% | +544+5.5% | Added |
| Madden Securities Corp | 10,447 | $5.20M | 1.74% | +66+0.6% | Added |
| Fortis Group Advisors, LLC | 9,831 | $5.20M | 0.94% | −1,801−15.5% | Reduced |
| Paradigm Asset Management Co LLC | 10,450 | $5.20M | 1.28% | +3,100+42.2% | Added |
| Benchmark Financial Wealth Advisors, LLC | 10,450 | $5.20M | 1.72% | −479−4.4% | Reduced |
| Avantra Family Wealth, Inc. | 10,454 | $5.20M | 4.29% | −17−0.2% | Reduced |
| Gordian Advisors LLC | 10,464 | $5.20M | 3.72% | +20.0% | Added |
| Advisor Resource Council | 10,465 | $5.21M | 2.55% | −36,946−77.9% | Reduced |
| Nebula Research & Development LLC | 10,465 | $5.21M | 0.44% | −2,497−19.3% | Reduced |
| Werba Rubin Papier Wealth Management | 10,466 | $5.21M | 0.98% | +1,274+13.9% | Added |
| Patrick M Sweeney & Associates, Inc | 10,451 | $5.21M | 3.59% | +77+0.7% | Added |
| Acorn Financial Advisory Services Inc | 10,489 | $5.22M | 0.86% | −196−1.8% | Reduced |
| Sassicaia Capital Advisers LLC | 10,500 | $5.22M | 3.29% | +8,900+556.3% | Added |
| Rogco, LP | 10,520 | $5.23M | 1.97% | +109+1.0% | Added |
| Beta Wealth Group, Inc. | 10,537 | $5.24M | 1.92% | −9,027−46.1% | Reduced |
| Bingham Private Wealth, LLC | 15,541 | $5.25M | 5.00% | +4,811+44.8% | Added |
| Steadtrust LLC | 10,577 | $5.26M | 4.13% | +10,577 | New |
| West Paces Advisors Inc. | 10,580 | $5.26M | 1.12% | +1,757+19.9% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 10,600 | $5.27M | 3.87% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 10,607 | $5.28M | 1.57% | −155−1.4% | Reduced |
| Comprehensive Financial Management LLC | 10,614 | $5.28M | 0.15% | +10,614 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 10,635 | $5.29M | 1.91% | +739+7.5% | Added |
| Charter Oak Capital Management, LLC | 10,639 | $5.29M | 0.45% | +439+4.3% | Added |
| Rialto Wealth Management, LLC | 10,677 | $5.31M | 1.48% | +79+0.7% | Added |
| Cookson Peirce & Co Inc | 10,685 | $5.31M | 0.23% | −3,247−23.3% | Reduced |
| Woodard & Co Asset Management Group Inc | 10,692 | $5.32M | 0.98% | −2,380−18.2% | Reduced |
| Financial Council Asset Management Inc | 10,701 | $5.32M | 2.57% | −12−0.1% | Reduced |
| Mendel Capital Management LLC | 10,711 | $5.33M | 3.04% | −75−0.7% | Reduced |
| New Insight Wealth Advisors | 10,721 | $5.33M | 2.19% | +163+1.5% | Added |
| Affinity Capital Advisors, LLC | 10,726 | $5.34M | 0.92% | −82−0.8% | Reduced |
| CLG LLC | 10,738 | $5.34M | 1.67% | −124−1.1% | Reduced |
| Oxinas Partners Wealth Management LLC | 10,741 | $5.34M | 2.74% | −841−7.3% | Reduced |
| New Wave Wealth Advisors LLC | 10,745 | $5.34M | 2.27% | −266−2.4% | Reduced |
| Davis Investment Partners, LLC | 10,862 | $5.35M | 1.91% | +7,967+275.2% | Added |
| Raleigh Capital Management Inc. | 10,753 | $5.35M | 2.24% | +832+8.4% | Added |
| Brookmont Capital Management | 10,760 | $5.35M | 3.07% | −159−1.5% | Reduced |
| Conway Capital Management, Inc. | 10,760 | $5.35M | 2.39% | +160+1.5% | Added |
| SkyOak Wealth, LLC | 10,768 | $5.36M | 1.08% | −5,208−32.6% | Reduced |
| Trust Co | 10,785 | $5.36M | 0.61% | +587+5.8% | Added |
| Amica Retiree Medical Trust | 10,787 | $5.37M | 7.74% | 00.0% | Unchanged |
| Carr Financial Group Corp | 10,786 | $5.37M | 1.58% | −89−0.8% | Reduced |
| PSI Advisors, LLC | 10,798 | $5.37M | 2.64% | +5,490+103.4% | Added |
| Delphi Financial Group, Inc. | 10,800 | $5.37M | 3.79% | 00.0% | Unchanged |