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 |
|---|---|---|---|---|---|
| Capital Management Associates, Inc | 11,657 | $5.80M | 1.84% | +3,209+38.0% | Added |
| Capstone Wealth Management Group, LLC | 11,665 | $5.80M | 5.57% | +5,178+79.8% | Added |
| Forza Wealth Management, LLC | 11,669 | $5.80M | 2.38% | −120−1.0% | Reduced |
| Signature Wealth Management Group | 11,670 | $5.80M | 2.29% | −61−0.5% | Reduced |
| May Hill Capital, LLC | 11,674 | $5.81M | 1.91% | +1,913+19.6% | Added |
| Amplius Wealth Advisors, LLC | 11,683 | $5.81M | 0.54% | +319+2.8% | Added |
| Novak & Powell Financial Services, Inc. | 11,694 | $5.82M | 4.04% | +138+1.2% | Added |
| Murphy Pohlad Asset Management LLC | 11,695 | $5.82M | 2.46% | −100−0.8% | Reduced |
| Focused Wealth Management, Inc | 11,704 | $5.82M | 0.71% | +329+2.9% | Added |
| Ellenbecker Investment Group | 11,706 | $5.82M | 0.94% | +1,229+11.7% | Added |
| SoundView Advisors Inc. | 11,730 | $5.83M | 2.15% | −737−5.9% | Reduced |
| Uniting Wealth Partners, LLC | 11,732 | $5.84M | 2.26% | −2,468−17.4% | Reduced |
| E&G Advisors, LP | 11,743 | $5.84M | 1.51% | −503−4.1% | Reduced |
| Alan B. Lancz & Associates, Inc. | 11,743 | $5.84M | 5.85% | +250+2.2% | Added |
| Investment Advisory Group, LLC | 11,745 | $5.84M | 1.77% | +445+3.9% | Added |
| Unique Wealth Strategies, LLC | 11,749 | $5.84M | 2.45% | −166−1.4% | Reduced |
| Five Oceans Advisors | 11,782 | $5.86M | 2.50% | +671+6.0% | Added |
| Sphera Funds Management Ltd. | 11,792 | $5.87M | 1.53% | +7,200+156.8% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 11,798 | $5.87M | 0.69% | −40.0% | Reduced |
| BridgePort Financial Solutions, LLC | 11,805 | $5.87M | 1.95% | +250+2.2% | Added |
| Private Harbour Investment Management & Counsel, LLC | 11,820 | $5.88M | 6.09% | −86−0.7% | Reduced |
| City of London Investment Management Co Ltd | 11,821 | $5.88M | 0.55% | −10,980−48.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 11,828 | $5.88M | 0.70% | −21−0.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 11,851 | $5.89M | 0.07% | −746−5.9% | Reduced |
| Chapman Financial Group, LLC | 11,855 | $5.90M | 5.00% | +11,855 | New |
| Orion Capital Management LLC | 11,865 | $5.90M | 2.25% | −610−4.9% | Reduced |
| New World Advisors LLC | 11,875 | $5.91M | 1.26% | +1,452+13.9% | Added |
| Schulhoff & Co Inc | 11,916 | $5.93M | 2.63% | +45+0.4% | Added |
| Ameriflex Group, Inc. | 11,924 | $5.93M | 3.12% | −3,292−21.6% | Reduced |
| Nvest Financial, LLC | 11,926 | $5.93M | 3.09% | +277+2.4% | Added |
| KDT Advisors, LLC | 11,929 | $5.93M | 9.58% | −215−1.8% | Reduced |
| Montgomery Investment Management Inc | 11,955 | $5.95M | 2.30% | −1,300−9.8% | Reduced |
| Telligent Fund, LP | 12,000 | $5.97M | 5.46% | +4,500+60.0% | Added |
| Clarendon Private LLC | 12,002 | $5.97M | 5.74% | −52−0.4% | Reduced |
| Tectonic Advisors LLC | 12,002 | $5.97M | 0.35% | −998−7.7% | Reduced |
| Hidden Lake Asset Management LP | 12,020 | $5.98M | 2.94% | +12,020 | New |
| One Wealth Management Investment & Advisory Services, LLC | 12,061 | $6.00M | 7.73% | −22−0.2% | Reduced |
| Walker Asset Management, LLC | 12,067 | $6.00M | 3.46% | +32+0.3% | Added |
| MOKAN Wealth Management Inc. | 12,084 | $6.01M | 3.36% | −2,922−19.5% | Reduced |
| Greenup Street Wealth Management LLC | 12,085 | $6.01M | 1.05% | −87−0.7% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 12,087 | $6.01M | 1.60% | +1,200+11.0% | Added |
| Wolff Wiese Magana LLC | 12,088 | $6.01M | 3.72% | −294−2.4% | Reduced |
| IronBridge Private Wealth, LLC | 12,105 | $6.02M | 2.10% | −3,386−21.9% | Reduced |
| Monograph Wealth Advisors, LLC | 12,107 | $6.02M | 0.74% | +851+7.6% | Added |
| Marest Capital, LLC | 12,110 | $6.02M | 4.69% | +26+0.2% | Added |
| Eagle Strategies LLC | 12,122 | $6.03M | 0.92% | +497+4.3% | Added |
| Emerald Advisors, LLC | 12,123 | $6.03M | 0.77% | +341+2.9% | Added |
| Commons Capital, LLC | 12,137 | $6.04M | 4.60% | +489+4.2% | Added |
| Left Brain Wealth Management, LLC | 12,155 | $6.05M | 2.13% | +220+1.8% | Added |
| Windmill Hill Asset Management Ltd | 12,163 | $6.05M | 1.67% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 12,167 | $6.05M | 1.05% | +89+0.7% | Added |
| Alesco Advisors LLC | 12,178 | $6.06M | 0.17% | +38+0.3% | Added |
| GoalVest Advisory LLC | 12,182 | $6.06M | 1.50% | +490+4.2% | Added |
| Manchester Financial Inc | 12,198 | $6.07M | 1.27% | −239−1.9% | Reduced |
| Bellwether Advisors, LLC | 12,199 | $6.07M | 1.04% | −23,624−65.9% | Reduced |
| Falcon Wealth Planning | 12,210 | $6.07M | 0.61% | +745+6.5% | Added |
| Financial Advisory Partners, LLC | 12,210 | $6.07M | 1.91% | −1,128−8.5% | Reduced |
| Redwood Wealth Management Group, LLC | 12,217 | $6.08M | 2.73% | +125+1.0% | Added |
| Nutshell Asset Management Ltd | 12,220 | $6.08M | 3.62% | −36,800−75.1% | Reduced |
| Saxon Interests, Inc. | 16,233 | $6.09M | 2.85% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 12,252 | $6.09M | 2.60% | +94+0.8% | Added |
| North Ridge Wealth Advisors, Inc. | 12,252 | $6.09M | 3.74% | −1,300−9.6% | Reduced |
| Forte Asset Management LLC | 12,254 | $6.10M | 3.11% | 00.0% | Unchanged |
| Agur Provident & Training Funds Management Ltd | 12,262 | $6.10M | 2.31% | 00.0% | Unchanged |
| Cooper Capital Advisors LLC | 12,264 | $6.10M | 5.89% | +162+1.3% | Added |
| Liberty Square Wealth Partners LLC | 12,266 | $6.10M | 2.11% | −188−1.5% | Reduced |
| Concorde Financial Corp | 12,276 | $6.11M | 3.61% | −2,723−18.2% | Reduced |
| HMS Capital Management, LLC | 12,277 | $6.11M | 2.75% | −830−6.3% | Reduced |
| Perkins Capital Management Inc | 12,285 | $6.11M | 6.14% | −100−0.8% | Reduced |
| Harfst & Associates, Inc. | 12,292 | $6.11M | 1.26% | −472−3.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 12,295 | $6.12M | 0.02% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 12,298 | $6.12M | 0.44% | −37−0.3% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 12,299 | $6.12M | 2.66% | −175−1.4% | Reduced |
| Lattice Capital Management, LLC | 12,300 | $6.12M | 6.74% | −32,108−72.3% | Reduced |
| Bridger Management, LLC | 12,300 | $6.12M | 3.61% | +8,070+190.8% | Added |
| Wealthspan Partners, LLC | 12,302 | $6.12M | 2.54% | −95−0.8% | Reduced |
| Meadow Creek Wealth Advisors LLC | 12,306 | $6.12M | 4.13% | +527+4.5% | Added |
| Kane Investment Management, Inc. | 12,310 | $6.12M | 3.21% | −501−3.9% | Reduced |
| South Plains Financial, Inc. | 12,342 | $6.14M | 4.32% | +576+4.9% | Added |
| Aberdeen Wealth Management LLC | 12,368 | $6.15M | 4.09% | +10.0% | Added |
| RW Investment Management LLC | 12,387 | $6.16M | 0.69% | +1,506+13.8% | Added |
| Cim, LLC | 12,452 | $6.19M | 0.83% | −431−3.3% | Reduced |
| Successful Portfolios LLC | 12,485 | $6.21M | 3.82% | −18−0.1% | Reduced |
| Bolthouse Investments, LLC | 12,497 | $6.22M | 6.16% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 12,511 | $6.22M | 7.17% | −99−0.8% | Reduced |
| Applied Capital LLC | 12,516 | $6.23M | 4.63% | +10+0.1% | Added |
| SWP Investment Management LLC | 12,537 | $6.24M | 7.38% | +111+0.9% | Added |
| Lakeridge Wealth Management LLC | 12,543 | $6.24M | 2.87% | −211−1.7% | Reduced |
| Semus Wealth Partners LLC | 12,545 | $6.24M | 4.05% | +153+1.2% | Added |
| Accuvest Global Advisors | 12,572 | $6.25M | 4.07% | +3,150+33.4% | Added |
| Providence First Trust Co | 12,588 | $6.26M | 2.21% | +3,201+34.1% | Added |
| Banco de Sabadell, S.A | 12,612 | $6.26M | 4.33% | +58+0.5% | Added |
| SAM Advisors, LLC | 12,602 | $6.27M | 2.17% | +147+1.2% | Added |
| Trustco Bank Corp N Y | 12,607 | $6.27M | 6.14% | +100+0.8% | Added |
| Karani Asset Management LLC | 12,617 | $6.28M | 6.08% | +1,582+14.3% | Added |
| Peterson Wealth Management | 12,621 | $6.28M | 3.72% | −1,426−10.2% | Reduced |
| RIA Advisory Group LLC | 12,626 | $6.28M | 1.85% | +938+8.0% | Added |
| New England Research & Management, Inc. | 12,630 | $6.28M | 2.98% | +242+2.0% | Added |
| U S Wealth Group, LLC. | 12,652 | $6.29M | 4.91% | +708+5.9% | Added |
| Robinswood Financial LLC | 12,675 | $6.31M | 2.23% | +1,764+16.2% | Added |