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 |
|---|---|---|---|---|---|
| Cape Investment Advisory, Inc. | 14,687 | $7.31M | 2.67% | +364+2.5% | Added |
| Stoneridge Investment Partners LLC | 14,689 | $7.31M | 5.50% | −2,592−15.0% | Reduced |
| Stanley Capital Management, LLC | 14,695 | $7.31M | 1.23% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 14,703 | $7.31M | 0.99% | −450−3.0% | Reduced |
| Bay Rivers Group | 14,706 | $7.32M | 3.35% | +33+0.2% | Added |
| Investors Asset Management of Georgia Inc | 14,721 | $7.32M | 3.39% | +90+0.6% | Added |
| Syntegra Private Wealth Group, LLC | 14,732 | $7.33M | 0.75% | +1,925+15.0% | Added |
| Cambridge Financial Group, Inc. | 14,740 | $7.33M | 3.70% | −4,677−24.1% | Reduced |
| Crux Wealth Advisors | 14,753 | $7.34M | 3.12% | −391−2.6% | Reduced |
| Prasad Wealth Partners, LLC | 14,757 | $7.34M | 2.15% | +583+4.1% | Added |
| Greenberg Financial Group | 19,690 | $7.34M | 2.80% | −32−0.2% | Reduced |
| Prelude Capital Management, LLC | 14,770 | $7.35M | 0.72% | −448−2.9% | Reduced |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 14,092 | $7.35M | 5.44% | +451+3.3% | Added |
| Red Spruce Capital, LLC | 14,780 | $7.35M | 3.19% | −132−0.9% | Reduced |
| First National Bank of Hutchinson | 14,789 | $7.36M | 4.58% | +296+2.0% | Added |
| Home Federal Bank of Tennessee | 14,813 | $7.37M | 2.09% | −13−0.1% | Reduced |
| Financial Gravity Companies, Inc. | 21,803 | $7.37M | 1.45% | +21,803 | New |
| Steele Capital Management, Inc. | 14,820 | $7.37M | 0.35% | +257+1.8% | Added |
| Covenant Partners, LLC | 14,826 | $7.37M | 2.20% | 00.0% | Unchanged |
| KKM Financial LLC | 14,777 | $7.38M | 2.57% | +1,633+12.4% | Added |
| Vickerman Investment Advisors, Inc. | 14,846 | $7.38M | 1.59% | −104−0.7% | Reduced |
| Bond & Devick Financial Network, Inc. | 14,863 | $7.39M | 2.46% | +2,275+18.1% | Added |
| Harvey Investment Co LLC | 14,870 | $7.40M | 0.81% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 19,709 | $7.40M | 4.23% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 14,877 | $7.40M | 4.97% | −1,624−9.8% | Reduced |
| Financial Advisors, LLC | 14,908 | $7.42M | 1.38% | +10.0% | Added |
| Sloy Dahl & Holst, LLC | 14,918 | $7.42M | 1.03% | +199+1.4% | Added |
| Citadel Investment Advisory, Inc. | 14,927 | $7.42M | 3.60% | −954−6.0% | Reduced |
| Audent Global Asset Management, LLC | 14,931 | $7.43M | 5.36% | −101−0.7% | Reduced |
| Sandy Cove Advisors, LLC | 14,933 | $7.43M | 2.68% | +1,568+11.7% | Added |
| Schear Investment Advisers, LLC | 14,935 | $7.43M | 3.68% | −253−1.7% | Reduced |
| Integris Wealth Management, LLC | 14,943 | $7.43M | 1.94% | +189+1.3% | Added |
| AXS Investments LLC | 14,948 | $7.44M | 3.05% | +508+3.5% | Added |
| Bowman & Co S.C. | 14,953 | $7.44M | 3.32% | +111+0.7% | Added |
| BIP Wealth, LLC | 14,976 | $7.45M | 0.46% | +975+7.0% | Added |
| Winton Group Ltd | 14,977 | $7.45M | 0.38% | +9,740+186.0% | Added |
| Consilium Wealth Advisory, LLC | 14,986 | $7.45M | 3.14% | −35−0.2% | Reduced |
| Hemington Wealth Management | 14,995 | $7.46M | 1.08% | +766+5.4% | Added |
| Madison Park Capital Advisors, LLC | 14,999 | $7.46M | 6.28% | −460−3.0% | Reduced |
| Variant Private Wealth, LLC | 15,000 | $7.46M | 7.74% | −68−0.5% | Reduced |
| Werlinich Asset Management, LLC | 15,000 | $7.46M | 4.07% | 00.0% | Unchanged |
| Manske Wealth Management | 15,019 | $7.47M | 2.47% | −262−1.7% | Reduced |
| Cape Ann Savings Bank | 15,027 | $7.47M | 4.46% | −1,580−9.5% | Reduced |
| Koss-Olinger Consulting, LLC | 15,028 | $7.48M | 0.61% | −372−2.4% | Reduced |
| ABLE Financial Group, LLC | 15,049 | $7.49M | 1.81% | −84−0.6% | Reduced |
| Westbourne Investments, Inc. | 15,075 | $7.50M | 4.00% | −5,889−28.1% | Reduced |
| AlpenGlobal Capital LLC | 15,088 | $7.50M | 4.49% | −211−1.4% | Reduced |
| Bluesphere Advisors, LLC | 15,090 | $7.51M | 3.74% | −20−0.1% | Reduced |
| Brass Tax Wealth Management, Inc | 15,101 | $7.51M | 1.45% | +942+6.7% | Added |
| Corundum Group, Inc. | 15,110 | $7.52M | 3.32% | −820−5.1% | Reduced |
| Waterfront Wealth Inc. | 15,117 | $7.52M | 1.69% | −43−0.3% | Reduced |
| Sovereign Financial Group, Inc. | 15,119 | $7.52M | 1.55% | −402−2.6% | Reduced |
| Iams Wealth Management, LLC | 15,124 | $7.52M | 3.45% | +2,767+22.4% | Added |
| AA Financial Advisors, LLC | 15,133 | $7.53M | 1.62% | +549+3.8% | Added |
| TFB Advisors LLC | 15,134 | $7.53M | 1.97% | +47+0.3% | Added |
| City State Bank | 15,136 | $7.53M | 2.36% | +508+3.5% | Added |
| Berkeley Capital Partners, LLC | 15,146 | $7.53M | 1.91% | +232+1.6% | Added |
| Legal Advantage Investments, Inc. | 15,150 | $7.54M | 3.52% | −75−0.5% | Reduced |
| Spartan Planning & Wealth Management | 15,152 | $7.54M | 6.46% | +15,152 | New |
| Core Wealth Partners LLC | 15,168 | $7.54M | 3.83% | +472+3.2% | Added |
| Onyx Bridge Wealth Group LLC | 15,170 | $7.55M | 1.00% | +22+0.1% | Added |
| Weaver Consulting Group | 15,171 | $7.55M | 2.09% | +43+0.3% | Added |
| Altman Advisors, Inc. | 15,353 | $7.55M | 3.09% | +136+0.9% | Added |
| Global Trust Asset Management, LLC | 15,213 | $7.57M | 4.05% | +2,489+19.6% | Added |
| Albar Capital Partners LLP | 15,223 | $7.57M | 1.30% | +15,223 | New |
| Sunpointe, LLC | 15,226 | $7.57M | 3.01% | +2,467+19.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 15,226 | $7.57M | 1.90% | +2,293+17.7% | Added |
| Saybrook Capital | 15,230 | $7.58M | 2.14% | +6,759+79.8% | Added |
| Worth Financial Advisory Group, LLC | 15,230 | $7.58M | 4.65% | +809+5.6% | Added |
| Regency Capital Management Inc. | 15,245 | $7.58M | 3.98% | −50.0% | Reduced |
| Atlas Private Wealth Advisors | 15,264 | $7.59M | 0.98% | −837−5.2% | Reduced |
| Red Lighthouse Investment Management, LLC | 15,268 | $7.59M | 2.90% | +64+0.4% | Added |
| Channing Global Advisors, LLC | 15,285 | $7.60M | 4.91% | −1,815−10.6% | Reduced |
| W Advisors, LLC | 15,327 | $7.62M | 4.37% | −448−2.8% | Reduced |
| Osprey Private Wealth LLC | 15,290 | $7.63M | 4.15% | +415+2.8% | Added |
| TFC Financial Management | 15,339 | $7.63M | 1.05% | +239+1.6% | Added |
| Rahlfs Capital, LLC | 15,340 | $7.63M | 6.99% | 00.0% | Unchanged |
| Viawealth, LLC | 15,342 | $7.63M | 4.51% | +60.0% | Added |
| Semmax Financial Advisors Inc. | 14,630 | $7.64M | 1.97% | −1,429−8.9% | Reduced |
| Clearwater Capital Advisors, LLC | 15,357 | $7.64M | 0.70% | −344−2.2% | Reduced |
| WP Advisors, LLC | 15,381 | $7.65M | 2.10% | +965+6.7% | Added |
| Ewa, LLC | 15,415 | $7.67M | 2.41% | +5,132+49.9% | Added |
| Connective Capital Management, LLC | 15,420 | $7.67M | 7.17% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 15,422 | $7.67M | 2.78% | +1,067+7.4% | Added |
| Cloverfields Capital Group, LP | 15,430 | $7.68M | 2.28% | +453+3.0% | Added |
| Topsail Wealth Management, LLC | 15,434 | $7.68M | 1.40% | −150−1.0% | Reduced |
| McAlister, Sweet & Associates, Inc. | 15,437 | $7.68M | 6.81% | +3,404+28.3% | Added |
| ICW Investment Advisors LLC | 15,444 | $7.68M | 3.03% | −22−0.1% | Reduced |
| Gratus Wealth Advisors, LLC | 15,447 | $7.68M | 1.16% | +16+0.1% | Added |
| Marion Wealth Management | 15,448 | $7.68M | 1.92% | +58+0.4% | Added |
| One Wealth Advisors, LLC | 15,453 | $7.69M | 1.07% | +583+3.9% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 15,489 | $7.70M | 4.79% | −23−0.1% | Reduced |
| Traphagen Investment Advisors LLC | 15,510 | $7.71M | 0.73% | +164+1.1% | Added |
| Matisse Capital | 15,523 | $7.72M | 3.65% | −1,443−8.5% | Reduced |
| Insight Wealth Strategies, LLC | 15,716 | $7.73M | 0.98% | +3,068+24.3% | Added |
| Essex LLC | 15,557 | $7.74M | 1.52% | −75−0.5% | Reduced |
| Global Financial Private Client, LLC | 15,561 | $7.74M | 2.90% | −20.0% | Reduced |
| LBMC Investment Advisors, LLC | 15,574 | $7.75M | 0.55% | −433−2.7% | Reduced |
| Kingstone Capital Partners Texas, LLC | 15,588 | $7.75M | 5.06% | −453−2.8% | Reduced |
| Columbus Macro, LLC | 15,593 | $7.76M | 0.95% | +914+6.2% | Added |