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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| PBMares Wealth Management LLC | 12,678 | $6.31M | 1.15% | −118−0.9% | Reduced |
| Hudock, Inc. | 12,688 | $6.31M | 1.01% | +104+0.8% | Added |
| Investment Partners Asset Management, Inc. | 12,714 | $6.32M | 4.40% | +119+0.9% | Added |
| Gallagher Capital Advisors, LLC | 12,328 | $6.32M | 5.12% | −48−0.4% | Reduced |
| Beech Hill Advisors, Inc. | 12,717 | $6.33M | 2.85% | −4,083−24.3% | Reduced |
| Terra Alpha Investments LLC | 12,722 | $6.33M | 6.58% | −94−0.7% | Reduced |
| CM Wealth Advisors LLC | 12,730 | $6.33M | 1.86% | −2,479−16.3% | Reduced |
| Emerald Advisers, LLC | 12,737 | $6.34M | 0.23% | −721−5.4% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 12,745 | $6.34M | 5.36% | +11,380+833.7% | Added |
| Garden State Investment Advisory Services LLC | 12,734 | $6.34M | 1.72% | −664−5.0% | Reduced |
| Affinity Investment Advisors, LLC | 12,794 | $6.36M | 4.82% | −397−3.0% | Reduced |
| Wernau Asset Management Inc. | 12,797 | $6.37M | 7.20% | −984−7.1% | Reduced |
| S&T Bank | 12,798 | $6.37M | 1.94% | −499−3.8% | Reduced |
| Bretton Capital Management, LLC | 12,800 | $6.37M | 5.75% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 12,820 | $6.38M | 2.90% | +413+3.3% | Added |
| Traveka Wealth, LLC | 12,832 | $6.38M | 3.38% | −1,247−8.9% | Reduced |
| First Affirmative Financial Network | 12,845 | $6.39M | 3.28% | +228+1.8% | Added |
| Evernest Financial Advisors, LLC | 12,846 | $6.39M | 2.07% | +772+6.4% | Added |
| Flavin Financial Services, Inc. | 12,870 | $6.40M | 6.21% | −1,101−7.9% | Reduced |
| Putney Financial Group LLC | 12,875 | $6.40M | 6.47% | −732−5.4% | Reduced |
| West Oak Capital, LLC | 12,887 | $6.41M | 2.53% | +188+1.5% | Added |
| Orser Capital Management, LLC | 12,893 | $6.41M | 4.74% | −701−5.2% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 12,900 | $6.42M | 3.34% | −7,700−37.4% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 12,905 | $6.42M | 2.83% | −28−0.2% | Reduced |
| Rational Advisors LLC | 12,909 | $6.42M | 0.64% | +3,387+35.6% | Added |
| NFP Retirement, Inc. | 12,911 | $6.42M | 0.42% | +8+0.1% | Added |
| Midwest Professional Planners, LTD. | 12,940 | $6.44M | 1.69% | −131−1.0% | Reduced |
| Granite Group Advisors, LLC | 12,948 | $6.44M | 3.88% | −1,830−12.4% | Reduced |
| Agp Franklin, LLC | 12,961 | $6.45M | 3.41% | +117+0.9% | Added |
| Greykasell Wealth Strategies, Inc. | 12,988 | $6.46M | 3.10% | −45−0.3% | Reduced |
| Wittenberg Investment Management, Inc. | 12,995 | $6.46M | 2.82% | −400−3.0% | Reduced |
| DAGCO, Inc. | 12,999 | $6.47M | 1.80% | +147+1.1% | Added |
| Counterweight Ventures, LLC | 13,003 | $6.47M | 4.22% | +269+2.1% | Added |
| Clean Yield Group | 13,014 | $6.47M | 1.94% | −180−1.4% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 13,021 | $6.48M | 3.17% | −1,408−9.8% | Reduced |
| Western Pacific Wealth Management, LP | 13,021 | $6.48M | 6.21% | +341+2.7% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 13,032 | $6.48M | 1.29% | +585+4.7% | Added |
| Peddock Capital Advisors, LLC | 13,050 | $6.49M | 1.50% | −19−0.1% | Reduced |
| Floyd Financial Group LLC | 13,017 | $6.49M | 6.00% | −2,484−16.0% | Reduced |
| Kingsman Wealth Management, Inc. | 13,056 | $6.49M | 4.05% | +234+1.8% | Added |
| Roof Eidam & Maycock | 13,065 | $6.50M | 1.60% | −54−0.4% | Reduced |
| O'Rourke & Company, Inc | 13,078 | $6.51M | 3.04% | −21−0.2% | Reduced |
| Hillman Capital Management, Inc. | 13,095 | $6.51M | 3.55% | −3,050−18.9% | Reduced |
| WealthBridge Capital Management, LLC | 13,097 | $6.51M | 1.65% | +84+0.6% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 13,111 | $6.52M | 1.04% | +482+3.8% | Added |
| Lokken Investment Group LLC | 13,112 | $6.52M | 2.51% | +310+2.4% | Added |
| Guidance Capital, Inc | 12,465 | $6.53M | 1.86% | −181−1.4% | Reduced |
| StoneCrest Wealth Management, Inc. | 13,146 | $6.54M | 3.12% | −237−1.8% | Reduced |
| Victory Financial Group, LLC | 13,146 | $6.54M | 1.04% | +2,218+20.3% | Added |
| High Net Worth Advisory Group LLC | 13,147 | $6.54M | 1.73% | +61+0.5% | Added |
| Tilia Fiduciary Partners, Inc. | 13,152 | $6.54M | 3.99% | +171+1.3% | Added |
| Empirical Asset Management, LLC | 13,167 | $6.55M | 2.02% | −1,264−8.8% | Reduced |
| Consolidated Planning Corp | 13,176 | $6.55M | 0.82% | −16,764−56.0% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 13,176 | $6.55M | 1.47% | −97−0.7% | Reduced |
| Finivi Inc. | 13,178 | $6.55M | 4.44% | +280+2.2% | Added |
| Next Level Private LLC | 13,179 | $6.56M | 2.13% | +230+1.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 13,201 | $6.57M | 2.05% | +65+0.5% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 13,213 | $6.57M | 4.63% | +1,437+12.2% | Added |
| CCG Wealth Management, LLC | 13,214 | $6.57M | 3.46% | +773+6.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 12,420 | $6.57M | 2.13% | +428+3.6% | Added |
| Astoria Portfolio Advisors LLC. | 12,880 | $6.58M | 1.85% | −144−1.1% | Reduced |
| Saba Capital Management, L.P. | 13,230 | $6.58M | 0.18% | +13,230 | New |
| LaSalle St. Investment Advisors, LLC | 13,250 | $6.59M | 1.81% | −1,896−12.5% | Reduced |
| Center For Asset Management LLC | 15,513 | $6.59M | 4.06% | −67−0.4% | Reduced |
| Shoker Investment Counsel, Inc. | 13,264 | $6.60M | 2.07% | −134−1.0% | Reduced |
| Bank of Jackson Hole Trust | 13,267 | $6.60M | 3.75% | +376+2.9% | Added |
| Investors Research Corp | 13,280 | $6.61M | 1.30% | +146+1.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 13,294 | $6.61M | 1.82% | −233−1.7% | Reduced |
| McLean Asset Management Corp | 13,467 | $6.61M | 1.74% | +537+4.2% | Added |
| Oregon Pacific Wealth Management, LLC | 13,298 | $6.61M | 6.26% | −225−1.7% | Reduced |
| Invst, LLC | 13,304 | $6.62M | 0.82% | +839+6.7% | Added |
| Guardian Asset Advisors, LLC | 13,302 | $6.62M | 3.80% | +11+0.1% | Added |
| Butensky & Cohen Financial Security, Inc | 13,328 | $6.63M | 1.97% | −56−0.4% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 13,381 | $6.66M | 3.41% | −414−3.0% | Reduced |
| Gemmer Asset Management LLC | 13,382 | $6.66M | 0.59% | −114−0.8% | Reduced |
| Scott Capital Advisors, LLC | 13,236 | $6.66M | 1.81% | −1,614−10.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 13,400 | $6.67M | 1.64% | +63+0.5% | Added |
| Dohj, LLC | 17,885 | $6.70M | 1.95% | −738−4.0% | Reduced |
| Berkeley, Inc | 13,465 | $6.70M | 2.40% | +4,216+45.6% | Added |
| Winthrop Capital Management, LLC | 13,469 | $6.70M | 1.69% | −12−0.1% | Reduced |
| Hourglass Capital, LLC | 13,470 | $6.70M | 1.66% | −625−4.4% | Reduced |
| Barings LLC | 13,482 | $6.71M | 0.16% | −58−0.4% | Reduced |
| Elefante Mark B | 13,490 | $6.71M | 5.04% | +221+1.7% | Added |
| Catalyst Capital Advisors LLC | 13,496 | $6.71M | 0.14% | −3,859−22.2% | Reduced |
| Roxbury Financial LLC | 13,501 | $6.72M | 6.54% | −189−1.4% | Reduced |
| Ullmann Financial Group, Inc. | 13,502 | $6.72M | 0.79% | +597+4.6% | Added |
| Wealth Group, Ltd. | 13,508 | $6.72M | 6.67% | −7,089−34.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 13,513 | $6.72M | 1.82% | +43+0.3% | Added |
| Kennebec Savings Bank | 13,518 | $6.72M | 6.59% | +137+1.0% | Added |
| Meridiem Capital Partners LP | 13,541 | $6.74M | 0.49% | +13,541 | New |
| Aspire Growth Partners LLC | 13,546 | $6.74M | 5.52% | −538−3.8% | Reduced |
| Crescent Grove Advisors, LLC | 13,558 | $6.74M | 0.65% | −17−0.1% | Reduced |
| Invera Wealth Advisors, LLC | 13,565 | $6.75M | 4.40% | −317−2.3% | Reduced |
| Watchman Group, Inc. | 13,566 | $6.75M | 1.76% | −165−1.2% | Reduced |
| Foster Group, Inc. | 13,581 | $6.76M | 0.23% | +1,657+13.9% | Added |
| Jeppson Wealth Management, LLC | 13,604 | $6.77M | 2.34% | −545−3.9% | Reduced |
| Thornburg Investment Management Inc | 13,609 | $6.77M | 0.09% | −550−3.9% | Reduced |
| Aspetuck Financial Management LLC | 13,618 | $6.77M | 5.11% | +30.0% | Added |
| Fire Capital Management LLC | 13,628 | $6.78M | 4.30% | +92+0.7% | Added |
| Capstone Financial Advisors, Inc. | 13,649 | $6.79M | 0.39% | −469−3.3% | Reduced |