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 |
|---|---|---|---|---|---|
| Register Financial Advisors LLC | 13,658 | $6.79M | 2.97% | +1,442+11.8% | Added |
| Coastal Investment Advisors, Inc. | 13,659 | $6.79M | 2.68% | −24−0.2% | Reduced |
| Veracity Capital LLC | 13,663 | $6.80M | 2.36% | +162+1.2% | Added |
| Centennial Bank | 13,664 | $6.80M | 2.85% | −150−1.1% | Reduced |
| Oak Harvest Investment Services | 13,666 | $6.80M | 0.85% | −87−0.6% | Reduced |
| Archer Investment Corp | 13,671 | $6.80M | 1.62% | −33−0.2% | Reduced |
| Viewpoint Capital Management LLC | 13,671 | $6.80M | 3.34% | +25+0.2% | Added |
| WNY Asset Management, LLC | 13,675 | $6.80M | 0.75% | +26+0.2% | Added |
| LeClair Wealth Partners LLC | 13,681 | $6.81M | 4.62% | −229−1.6% | Reduced |
| Polymer Capital Management (HK) LTD | 13,686 | $6.81M | 1.07% | +13,686 | New |
| Kampmann Melissa S. | 13,695 | $6.81M | 5.12% | −325−2.3% | Reduced |
| ELCO Management Co., LLC | 13,705 | $6.82M | 3.57% | +90+0.7% | Added |
| Bouchey Financial Group Ltd | 13,709 | $6.82M | 0.57% | +438+3.3% | Added |
| Cabot Wealth Management Inc | 13,720 | $6.82M | 0.81% | +200+1.5% | Added |
| Holistic Planning, LLC | 13,727 | $6.83M | 1.95% | +2,670+24.1% | Added |
| Delos Wealth Advisors, LLC | 13,739 | $6.83M | 5.33% | −220−1.6% | Reduced |
| Cetera Trust Company, N.A | 13,745 | $6.84M | 4.08% | −70−0.5% | Reduced |
| SkyView Investment Advisors, LLC | 13,792 | $6.84M | 0.98% | +352+2.6% | Added |
| Hamilton Capital, LLC | 13,765 | $6.85M | 0.38% | +444+3.3% | Added |
| Wealthstream Advisors, Inc. | 13,767 | $6.85M | 1.14% | +1,301+10.4% | Added |
| Parsonex Advisory Services, Inc. | 13,785 | $6.86M | 5.72% | +13,785 | New |
| Robbins Farley LLC | 13,800 | $6.86M | 3.19% | +65+0.5% | Added |
| Graphene Investments SAS | 13,800 | $6.86M | 4.47% | −1,300−8.6% | Reduced |
| Blue Investment Partners LLC | 13,800 | $6.86M | 2.41% | +10.0% | Added |
| Beacon Financial Advisory LLC | 13,801 | $6.86M | 1.78% | +2,573+22.9% | Added |
| River Street Advisors LLC | 13,821 | $6.87M | 2.96% | +692+5.3% | Added |
| Colton Groome Financial Advisors, LLC | 13,826 | $6.88M | 2.33% | +110+0.8% | Added |
| Etesian Wealth Advisors, Inc. | 13,832 | $6.88M | 2.57% | −171−1.2% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 13,840 | $6.88M | 3.95% | −50−0.4% | Reduced |
| Herbst Group, LLC | 13,903 | $6.92M | 4.14% | −177−1.3% | Reduced |
| Prairie Sky Financial Group LLC | 13,911 | $6.92M | 3.81% | −2,824−16.9% | Reduced |
| Compass Wealth Management LLC | 13,911 | $6.92M | 1.65% | −291−2.0% | Reduced |
| Millennium Capital Advisors, LLC | 13,912 | $6.92M | 4.61% | +99+0.7% | Added |
| First Heartland Consultants, Inc. | 13,919 | $6.92M | 0.62% | −255−1.8% | Reduced |
| Smith Anglin Financial, LLC | 13,924 | $6.93M | 0.63% | −192−1.4% | Reduced |
| Bienville Capital Management, LLC | 13,937 | $6.93M | 1.37% | +204+1.5% | Added |
| Lodestone Wealth Management LLC | 13,942 | $6.94M | 3.38% | −147−1.0% | Reduced |
| LifeSteps Financial, Inc. | 13,952 | $6.94M | 4.77% | +259+1.9% | Added |
| Patron Partners Advisors, LLC | 13,958 | $6.94M | 3.44% | +781+5.9% | Added |
| Montz Harcus Wealth Management LLC | 13,988 | $6.96M | 3.36% | −158−1.1% | Reduced |
| Athena Investment Management | 13,990 | $6.96M | 3.89% | −109−0.8% | Reduced |
| Port Capital LLC | 13,992 | $6.96M | 0.30% | −97−0.7% | Reduced |
| Aspire Private Capital, LLC | 13,995 | $6.96M | 1.62% | +852+6.5% | Added |
| Masso Torrence Wealth Management Inc. | 13,997 | $6.96M | 3.22% | +965+7.4% | Added |
| PCA Investment Advisory Services Inc. | 14,002 | $6.96M | 2.93% | +915+7.0% | Added |
| HF Advisory Group, LLC | 14,009 | $6.97M | 2.75% | +1,252+9.8% | Added |
| Grant Private Wealth Management Inc | 14,013 | $6.97M | 3.95% | +8,029+134.2% | Added |
| QTR Family Wealth, LLC | 14,018 | $6.97M | 4.32% | +2,039+17.0% | Added |
| Argent Advisors, Inc. | 14,037 | $6.98M | 2.16% | +223+1.6% | Added |
| Purus Wealth Management, LLC | 14,055 | $6.99M | 2.43% | +1,585+12.7% | Added |
| Katamaran Capital LLP | 14,066 | $7.00M | 6.80% | +10,052+250.4% | Added |
| Geo Capital Gestora de Recursos Ltd | 14,075 | $7.00M | 10.59% | −796−5.4% | Reduced |
| Orrstown Financial Services Inc | 14,096 | $7.01M | 1.48% | −188−1.3% | Reduced |
| Allstate Corp | 14,098 | $7.01M | 0.51% | −228,409−94.2% | Reduced |
| Vanderbilt University | 14,123 | $7.02M | 1.33% | −5,353−27.5% | Reduced |
| Secured Retirement Advisors, LLC | 14,128 | $7.03M | 4.19% | −447−3.1% | Reduced |
| Lewis Asset Management, LLC | 14,145 | $7.04M | 3.31% | +4,051+40.1% | Added |
| Powers Advisory Group, LLC | 14,171 | $7.05M | 3.10% | −85−0.6% | Reduced |
| Madden Advisory Services, Inc. | 14,188 | $7.06M | 3.01% | −10−0.1% | Reduced |
| Meridian Financial Partners LLC | 14,190 | $7.06M | 3.32% | +33+0.2% | Added |
| State of Wyoming | 14,204 | $7.07M | 0.86% | −3,455−19.6% | Reduced |
| American State Bank (Iowa) | 14,206 | $7.07M | 3.91% | +255+1.8% | Added |
| Clay Northam Wealth Management, LLC | 14,206 | $7.07M | 4.52% | −93−0.7% | Reduced |
| Compass Ion Advisors, LLC | 14,207 | $7.07M | 0.76% | +331+2.4% | Added |
| Mason & Associates Inc | 14,221 | $7.07M | 1.63% | −60.0% | Reduced |
| Adams Asset Advisors, LLC | 14,237 | $7.08M | 1.00% | −1,949−12.0% | Reduced |
| Runnymede Capital Advisors, Inc. | 14,255 | $7.09M | 6.53% | −23−0.2% | Reduced |
| Cloud Capital Management, LLC | 14,908 | $7.09M | 4.42% | +5,429+57.3% | Added |
| Centurion Wealth Management LLC | 14,269 | $7.10M | 2.04% | −2,164−13.2% | Reduced |
| Certified Advisory Corp | 14,277 | $7.10M | 0.74% | +318+2.3% | Added |
| Somerset Group LLC | 14,289 | $7.11M | 6.02% | +202+1.4% | Added |
| Rockport Wealth LLC | 14,301 | $7.11M | 1.65% | +255+1.8% | Added |
| Brown Financial Advisors | 14,330 | $7.13M | 2.78% | −929−6.1% | Reduced |
| Long Run Wealth Advisors, LLC | 14,332 | $7.13M | 1.50% | −1,814−11.2% | Reduced |
| Gilman Hill Asset Management, LLC | 14,335 | $7.13M | 1.17% | +254+1.8% | Added |
| William Allan, LLC | 14,336 | $7.13M | 4.15% | +1,184+9.0% | Added |
| W.H. Cornerstone Investments Inc. | 14,353 | $7.14M | 4.53% | +20.0% | Added |
| Alpine Bank Wealth Management | 14,359 | $7.14M | 1.08% | −97−0.7% | Reduced |
| Gradient Capital Advisors, LLC | 14,413 | $7.17M | 2.12% | +227+1.6% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 14,438 | $7.18M | 1.64% | −128−0.9% | Reduced |
| North Dallas Bank & Trust Co | 14,450 | $7.19M | 5.45% | +14,450 | New |
| CFS Investment Advisory Services, LLC | 14,455 | $7.19M | 0.59% | +340+2.4% | Added |
| Fortem Financial Group, LLC | 14,463 | $7.19M | 2.32% | +811+5.9% | Added |
| Symmetry Partners, LLC | 14,473 | $7.20M | 0.89% | −1,187−7.6% | Reduced |
| YANKCOM Partnership | 14,499 | $7.21M | 3.53% | +475+3.4% | Added |
| Mathes Company, Inc. | 14,504 | $7.21M | 2.68% | −325−2.2% | Reduced |
| Old North State Trust, LLC | 14,537 | $7.23M | 4.94% | +529+3.8% | Added |
| Elevated Capital Advisors, LLC | 19,275 | $7.24M | 2.03% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 14,568 | $7.25M | 2.15% | −939−6.1% | Reduced |
| Barr E S & Co | 14,577 | $7.25M | 0.42% | +60+0.4% | Added |
| Altus Wealth Group LLC | 14,600 | $7.26M | 3.21% | −683−4.5% | Reduced |
| Brueske Advisory Services, LLC | 14,605 | $7.26M | 4.94% | +370+2.6% | Added |
| BOK Financial Private Wealth, Inc. | 14,629 | $7.28M | 0.49% | −724−4.7% | Reduced |
| Reik & Co., LLC | 14,634 | $7.28M | 1.82% | +404+2.8% | Added |
| Trueblood Wealth Management, LLC | 14,637 | $7.28M | 3.04% | +377+2.6% | Added |
| Founders Grove Wealth Partners, LLC | 14,645 | $7.28M | 1.83% | +957+7.0% | Added |
| Sitrin Capital Management LLC | 14,653 | $7.29M | 3.72% | −2,162−12.9% | Reduced |
| Morton Community Bank | 14,655 | $7.29M | 1.81% | +235+1.6% | Added |
| Figure 8 Investment Strategies LLC | 14,671 | $7.30M | 7.13% | −470−3.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 14,679 | $7.30M | 2.40% | −204−1.4% | Reduced |