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 |
|---|---|---|---|---|---|
| Total Clarity Wealth Management, Inc. | 10,803 | $5.37M | 1.54% | −680−5.9% | Reduced |
| Viewpoint Investment Partners Corp | 10,820 | $5.38M | 2.94% | +6,984+182.1% | Added |
| Granite Harbor Advisors, Inc. | 10,825 | $5.38M | 2.53% | +1,237+12.9% | Added |
| Matauro, LLC | 10,830 | $5.39M | 1.01% | −511−4.5% | Reduced |
| Ti-Trust, Inc | 10,846 | $5.39M | 3.62% | +31+0.3% | Added |
| Dudley & Shanley, Inc. | 10,854 | $5.40M | 0.85% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 10,857 | $5.40M | 0.81% | +3,840+54.7% | Added |
| Andrew Hill Investment Advisors, Inc. | 10,859 | $5.40M | 4.34% | −3,350−23.6% | Reduced |
| bLong Financial, LLC | 10,877 | $5.41M | 4.18% | +100+0.9% | Added |
| Gordian Capital Singapore Pte Ltd | 10,882 | $5.41M | 8.24% | −25,144−69.8% | Reduced |
| Horizon Wealth Management, LLC | 10,883 | $5.41M | 0.95% | −1,354−11.1% | Reduced |
| Luts & Greenleigh Group, Inc | 10,902 | $5.42M | 5.20% | +126+1.2% | Added |
| TSFG, LLC | 10,913 | $5.43M | 0.98% | −31−0.3% | Reduced |
| Copperwynd Financial, LLC | 10,917 | $5.43M | 1.35% | −142−1.3% | Reduced |
| OV Management LLC | 10,920 | $5.43M | 4.55% | −17,751−61.9% | Reduced |
| Sentinel Pension Advisors Inc | 10,921 | $5.43M | 0.91% | +92+0.8% | Added |
| Cladis Investment Advisory, LLC | 10,940 | $5.44M | 3.41% | +53+0.5% | Added |
| Access Financial Services, Inc. | 10,955 | $5.45M | 2.06% | −21−0.2% | Reduced |
| Pinnacle Holdings, LLC | 10,962 | $5.45M | 1.97% | +132+1.2% | Added |
| Summit Wealth & Retirement Planning, Inc. | 10,967 | $5.46M | 1.46% | +1,669+18.0% | Added |
| MWA Asset Management | 10,968 | $5.46M | 3.34% | +378+3.6% | Added |
| Coastwise Capital Group, LLC | 10,975 | $5.46M | 4.35% | +161+1.5% | Added |
| Crescent Sterling, Ltd. | 10,984 | $5.46M | 6.11% | −870−7.3% | Reduced |
| Spahn Wealth & Retirement LLC | 11,000 | $5.47M | 3.52% | −75−0.7% | Reduced |
| Bullock Wealth Management Group | 11,134 | $5.48M | 2.90% | −152−1.3% | Reduced |
| McMahon Financial Advisors, LLC | 11,016 | $5.48M | 1.29% | +8,131+281.8% | Added |
| Castle Wealth Management LLC | 11,033 | $5.49M | 1.99% | −260−2.3% | Reduced |
| Sulzberger Capital Advisors, Inc. | 11,057 | $5.50M | 6.44% | −284−2.5% | Reduced |
| Provenance Wealth Advisors, LLC | 11,060 | $5.50M | 0.79% | +89+0.8% | Added |
| Pacific Point Advisors, LLC | 11,061 | $5.50M | 2.98% | +41+0.4% | Added |
| Facet Wealth, Inc. | 10,314 | $5.50M | 0.13% | +4,963+92.7% | Added |
| Titleist Asset Management, LLC | 11,082 | $5.51M | 0.55% | +250+2.3% | Added |
| Aire Advisors, LLC | 11,088 | $5.52M | 1.07% | +147+1.3% | Added |
| Drake & Associates, LLC | 11,092 | $5.52M | 1.35% | +3,098+38.8% | Added |
| MeadowBrook Investment Advisors LLC | 11,093 | $5.52M | 5.12% | −180−1.6% | Reduced |
| Cacti Asset Management LLC | 11,130 | $5.52M | 0.40% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 11,132 | $5.54M | 2.62% | −357−3.1% | Reduced |
| Bigelow Investment Advisors, LLC | 11,144 | $5.54M | 2.44% | −232−2.0% | Reduced |
| Integral Investment Advisors, Inc. | 11,144 | $5.54M | 1.58% | +1,281+13.0% | Added |
| D.B. Root & Company, LLC | 11,147 | $5.54M | 1.64% | +372+3.5% | Added |
| Goepper Burkhardt LLC | 11,148 | $5.55M | 2.04% | +681+6.5% | Added |
| Sunbeam Capital Management, LLC | 11,153 | $5.55M | 4.20% | +1,868+20.1% | Added |
| Night Squared LP | 11,158 | $5.55M | 2.47% | −2,190−16.4% | Reduced |
| Blue Square Asset Management, LLC | 11,176 | $5.56M | 2.60% | +222+2.0% | Added |
| William Mack & Associates, Inc. | 11,186 | $5.56M | 3.54% | +5,859+110.0% | Added |
| Hill Island Financial LLC | 11,210 | $5.58M | 1.56% | +3,868+52.7% | Added |
| MB, Levis & Associates, LLC | 11,211 | $5.58M | 2.45% | −6−0.1% | Reduced |
| Opes Wealth Management LLC | 11,226 | $5.58M | 0.99% | −376−3.2% | Reduced |
| Elm3 Financial Group, LLC | 11,233 | $5.59M | 4.65% | −659−5.5% | Reduced |
| Terra Nova Asset Management LLC | 11,234 | $5.59M | 3.91% | −798−6.6% | Reduced |
| Gitterman Wealth Management, LLC | 11,241 | $5.59M | 1.30% | −50.0% | Reduced |
| Cahill Financial Advisors Inc | 11,243 | $5.59M | 0.69% | −250−2.2% | Reduced |
| Rydar Equities, Inc. | 11,253 | $5.60M | 4.42% | +11,253 | New |
| Libra Wealth LLC | 11,258 | $5.60M | 1.83% | +412+3.8% | Added |
| Quad-Cities Investment Group, LLC | 11,263 | $5.60M | 2.54% | +300+2.7% | Added |
| Smith Shellnut Wilson LLC | 11,283 | $5.61M | 2.43% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 11,289 | $5.62M | 0.82% | +458+4.2% | Added |
| Hoxton Planning & Management, LLC | 11,294 | $5.62M | 1.94% | +199+1.8% | Added |
| Proffitt & Goodson Inc | 11,312 | $5.63M | 0.86% | +432+4.0% | Added |
| Creekmur Asset Management LLC | 11,318 | $5.63M | 0.99% | +3,286+40.9% | Added |
| Creative Financial Designs Inc | 11,324 | $5.63M | 0.41% | −2,221−16.4% | Reduced |
| Alta Wealth Advisors LLC | 11,363 | $5.65M | 2.67% | +468+4.3% | Added |
| Burt Wealth Advisors | 11,363 | $5.65M | 1.29% | −35−0.3% | Reduced |
| Marshall Financial Group LLC | 11,386 | $5.67M | 1.11% | −394−3.3% | Reduced |
| Proathlete Wealth Management LLC | 11,388 | $5.67M | 1.80% | +32+0.3% | Added |
| BlackDiamond Wealth Management Inc. | 11,541 | $5.68M | 3.28% | +82+0.7% | Added |
| Capital Markets Trading UK LLP | 11,421 | $5.68M | 6.45% | −1,426−11.1% | Reduced |
| Vista Investment Partners LLC | 11,439 | $5.69M | 1.64% | −1,090−8.7% | Reduced |
| Wealthedge Investment Advisors, LLC | 11,448 | $5.69M | 2.38% | −6,565−36.4% | Reduced |
| Blue Sky Capital Consultants Group, Inc. | 11,461 | $5.70M | 2.93% | +455+4.1% | Added |
| Wealthquest Corp | 11,478 | $5.71M | 0.45% | +156+1.4% | Added |
| GraniteShares Advisors LLC | 11,481 | $5.71M | 3.51% | −2,770−19.4% | Reduced |
| Todd Asset Management LLC | 11,483 | $5.71M | 0.12% | −68−0.6% | Reduced |
| AGH Wealth Advisors, LLC | 11,495 | $5.72M | 4.71% | +84+0.7% | Added |
| Monetta Financial Services Inc | 11,500 | $5.72M | 4.16% | 00.0% | Unchanged |
| RV Capital GmbH | 11,500 | $5.72M | 1.06% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 11,505 | $5.72M | 1.45% | −285−2.4% | Reduced |
| Prospect Capital Advisors, LLC | 11,505 | $5.72M | 3.45% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 11,505 | $5.72M | 2.68% | −1,961−14.6% | Reduced |
| Pine Harbor Wealth Management, LLC | 11,511 | $5.73M | 2.01% | +589+5.4% | Added |
| Legacy Capital Group California, Inc. | 11,526 | $5.73M | 1.59% | +1,660+16.8% | Added |
| Samalin Investment Counsel, LLC | 11,526 | $5.73M | 2.20% | +268+2.4% | Added |
| Landaas & Co | 11,530 | $5.74M | 1.37% | +1,318+12.9% | Added |
| Three Bridge Wealth Advisors, LLC | 11,531 | $5.74M | 1.51% | +5,206+82.3% | Added |
| Virginia Wealth Management Group, Inc. | 11,533 | $5.74M | 3.49% | +72+0.6% | Added |
| Taylor & Morgan Wealth Management, LLC | 11,545 | $5.74M | 3.88% | +50.0% | Added |
| Affiance Financial, LLC | 11,551 | $5.75M | 1.17% | −65−0.6% | Reduced |
| Joseph Group Capital Management | 11,557 | $5.75M | 1.93% | −992−7.9% | Reduced |
| Cahaba Wealth Management, Inc. | 11,558 | $5.75M | 0.45% | −754−6.1% | Reduced |
| Emprise Bank | 11,560 | $5.75M | 2.76% | −3,530−23.4% | Reduced |
| Palouse Capital Management, Inc. | 11,572 | $5.76M | 3.80% | −181−1.5% | Reduced |
| Northstar Group, Inc. | 11,572 | $5.76M | 0.89% | +341+3.0% | Added |
| Taylor Hoffman Capital Management LLC | 11,575 | $5.76M | 1.97% | −411−3.4% | Reduced |
| Royal Harbor Partners, LLC | 11,579 | $5.76M | 2.10% | −128−1.1% | Reduced |
| GEM Asset Management, LLC | 11,575 | $5.76M | 2.95% | −64−0.5% | Reduced |
| Turn8 Private Wealth Inc. | 11,423 | $5.77M | 4.17% | +423+3.8% | Added |
| First International Bank of Israel Ltd. | 11,600 | $5.77M | 3.40% | +11,600 | New |
| tru Independence LLC | 11,618 | $5.78M | 1.67% | +1,180+11.3% | Added |
| Menard Financial Group LLC | 11,639 | $5.79M | 3.44% | −140−1.2% | Reduced |
| Eagle Bay Advisors LLC | 11,644 | $5.79M | 4.79% | −17−0.1% | Reduced |