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 |
|---|---|---|---|---|---|
| Clarus Group, Inc. | 15,613 | $7.77M | 2.85% | −439−2.7% | Reduced |
| RPg Family Wealth Advisory, LLC | 15,614 | $7.77M | 2.07% | −5,813−27.1% | Reduced |
| Acorn Wealth Advisors, LLC | 15,633 | $7.78M | 2.89% | −320−2.0% | Reduced |
| JSF Financial, LLC | 15,633 | $7.78M | 1.85% | +449+3.0% | Added |
| GenTrust, LLC | 15,658 | $7.79M | 0.37% | −988−5.9% | Reduced |
| Fairfield Financial Advisors, LTD | 15,690 | $7.80M | 2.73% | −2,740−14.9% | Reduced |
| Waddell & Associates, LLC | 15,690 | $7.80M | 0.83% | −1,719−9.9% | Reduced |
| Millstone Evans Group, LLC | 15,707 | $7.81M | 5.33% | +128+0.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 15,719 | $7.82M | 3.45% | +90+0.6% | Added |
| Opinicus Capital, Inc. | 15,731 | $7.82M | 5.95% | −98−0.6% | Reduced |
| MSH Capital Advisors LLC | 15,732 | $7.83M | 2.25% | −165−1.0% | Reduced |
| Jacobsen Capital Management | 15,735 | $7.83M | 2.88% | +1,996+14.5% | Added |
| Wellspring Financial Advisors, LLC | 914,788 | $7.83M | 0.79% | −87,044−8.7% | Reduced |
| EPG Wealth Management LLC | 15,769 | $7.84M | 2.36% | −5,026−24.2% | Reduced |
| Strategies Wealth Advisors, LLC | 15,776 | $7.85M | 0.86% | +71+0.5% | Added |
| Steamboat Capital Partners, LLC | 15,801 | $7.86M | 2.24% | −280−1.7% | Reduced |
| Oak Asset Management, LLC | 15,808 | $7.86M | 2.82% | −113−0.7% | Reduced |
| Cypress Advisory Group LLC | 15,818 | $7.87M | 6.11% | −167−1.0% | Reduced |
| Capital Advantage, Inc. | 15,835 | $7.88M | 1.25% | +27+0.2% | Added |
| BSW Wealth Partners | 15,854 | $7.89M | 1.08% | −1,938−10.9% | Reduced |
| WD Rutherford LLC | 15,861 | $7.89M | 3.63% | −1,048−6.2% | Reduced |
| Gs Investments, Inc. | 15,876 | $7.90M | 3.50% | +57+0.4% | Added |
| Sweeney & Michel, LLC | 15,700 | $7.90M | 2.81% | −225−1.4% | Reduced |
| Atticus Wealth Management, LLC | 15,895 | $7.91M | 2.14% | +934+6.2% | Added |
| James J. Burns & Company, LLC | 15,935 | $7.93M | 1.29% | −627−3.8% | Reduced |
| S.A. Mason LLC | 15,938 | $7.93M | 3.84% | −307−1.9% | Reduced |
| Lee Financial Co | 15,961 | $7.94M | 1.14% | +1,165+7.9% | Added |
| Shilanski & Associates, Inc. | 15,971 | $7.94M | 2.27% | +241+1.5% | Added |
| Stolper Co | 15,972 | $7.95M | 2.61% | −194−1.2% | Reduced |
| Novem Group | 15,985 | $7.95M | 1.01% | +131+0.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 15,987 | $7.95M | 1.20% | −107−0.7% | Reduced |
| Financial Strategies Group, Inc. | 15,821 | $7.96M | 1.66% | −8−0.1% | Reduced |
| Sage Rhino Capital LLC | 16,020 | $7.97M | 1.69% | +907+6.0% | Added |
| Adams Wealth Management | 16,022 | $7.97M | 1.52% | −3,479−17.8% | Reduced |
| Martin Capital Partners, LLC | 16,022 | $7.97M | 3.12% | +10,654+198.5% | Added |
| Compass Capital Corp | 17,314 | $7.98M | 3.76% | +27+0.2% | Added |
| Fairtree Asset Management (Pty) Ltd | 16,041 | $7.98M | 6.02% | −732−4.4% | Reduced |
| New Republic Capital, LLC | 16,046 | $7.98M | 2.83% | +823+5.4% | Added |
| Widmann Financial Services, Inc. | 16,048 | $7.98M | 5.57% | +124+0.8% | Added |
| Truvestments Capital LLC | 16,060 | $7.99M | 1.60% | −541−3.3% | Reduced |
| Palo Alto Wealth Advisors, LLC | 16,078 | $8.00M | 3.03% | +106+0.7% | Added |
| Weaver Capital Management LLC | 16,093 | $8.00M | 1.97% | +1,386+9.4% | Added |
| Seeds Investor LLC | 16,108 | $8.01M | 1.88% | +2,502+18.4% | Added |
| Security National Bank of Sioux City Iowa | 16,132 | $8.02M | 5.63% | +363+2.3% | Added |
| Pflug Koory, LLC | 16,137 | $8.03M | 4.08% | +13+0.1% | Added |
| Siren, L.L.C. | 16,150 | $8.03M | 0.42% | −12,350−43.3% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 15,059 | $8.03M | 5.27% | +3,090+25.8% | Added |
| Sierra Capital LLC | 16,152 | $8.03M | 0.93% | −189−1.2% | Reduced |
| LexAurum Advisors, LLC | 16,154 | $8.03M | 1.27% | +85+0.5% | Added |
| American Trust Investment Advisors, LLC | 16,175 | $8.05M | 4.06% | −1,922−10.6% | Reduced |
| Bank & Trust Co | 16,177 | $8.05M | 6.37% | −80−0.5% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 16,191 | $8.05M | 2.88% | −642−3.8% | Reduced |
| C2C Wealth Management, LLC | 16,187 | $8.05M | 7.29% | 00.0% | Unchanged |
| Unique Wealth, LLC | 16,187 | $8.05M | 1.30% | +599+3.8% | Added |
| Financial Avengers, Inc. | 16,201 | $8.06M | 3.74% | +45+0.3% | Added |
| Accretive Wealth Partners, LLC | 16,209 | $8.06M | 2.64% | +177+1.1% | Added |
| Dempze Nancy E | 16,227 | $8.07M | 4.66% | +503+3.2% | Added |
| Legacy CG, LLC | 16,248 | $8.08M | 2.41% | −1,160−6.7% | Reduced |
| ROI Financial Advisors, LLC | 16,253 | $8.08M | 5.14% | −598−3.5% | Reduced |
| Warm Springs Advisors Inc. | 16,257 | $8.09M | 6.94% | +2,552+18.6% | Added |
| Ellsworth Advisors, LLC | 16,258 | $8.09M | 1.97% | +343+2.2% | Added |
| Gateway Wealth Partners, LLC | 16,262 | $8.09M | 1.53% | +911+5.9% | Added |
| Hager Investment Management Services, LLC | 16,286 | $8.10M | 4.83% | −580−3.4% | Reduced |
| Summerhill Capital Management lnc. | 16,311 | $8.11M | 9.10% | −78−0.5% | Reduced |
| Peloton Wealth Strategists | 16,330 | $8.12M | 3.26% | +30.0% | Added |
| Ballast, Inc. | 16,340 | $8.13M | 2.13% | −33−0.2% | Reduced |
| Tairen Capital Ltd | 16,354 | $8.13M | 0.83% | −251,943−93.9% | Reduced |
| Guinness Atkinson Asset Management Inc | 16,357 | $8.14M | 4.27% | −1,080−6.2% | Reduced |
| Eleva Capital SAS | 16,363 | $8.14M | 1.76% | +16,363 | New |
| Curated Wealth Partners LLC | 16,363 | $8.14M | 0.95% | +67+0.4% | Added |
| United Community Bank | 16,375 | $8.15M | 2.79% | −275−1.7% | Reduced |
| UMA Financial Services, Inc. | 16,427 | $8.17M | 1.28% | +178+1.1% | Added |
| Hartford Funds Management Co LLC | 16,424 | $8.17M | 0.70% | +330+2.1% | Added |
| Optimum Investment Advisors | 16,428 | $8.17M | 3.55% | −184−1.1% | Reduced |
| Evergreen Private Wealth LLC | 16,447 | $8.18M | 3.43% | +868+5.6% | Added |
| ORG Partners LLC | 16,666 | $8.20M | 1.75% | +1,647+11.0% | Added |
| Aspen Investment Management Inc | 16,511 | $8.21M | 3.45% | −1,291−7.3% | Reduced |
| VisionPoint Advisory Group, LLC | 16,516 | $8.22M | 1.79% | +7,543+84.1% | Added |
| Mechanics Financial Corp | 16,520 | $8.22M | 3.49% | −79−0.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 16,532 | $8.22M | 3.02% | +10.0% | Added |
| Beaton Management Co. Inc. | 16,539 | $8.23M | 4.02% | −1,246−7.0% | Reduced |
| KLCM Advisors, Inc. | 16,540 | $8.23M | 0.87% | −65−0.4% | Reduced |
| Financial Management Network Inc | 16,507 | $8.23M | 1.48% | +463+2.9% | Added |
| Eley Financial Management, Inc | 16,555 | $8.23M | 3.16% | −77−0.5% | Reduced |
| Chung Wu Investment Group, LLC | 16,562 | $8.24M | 8.59% | −740−4.3% | Reduced |
| Convergence Financial, LLC | 16,566 | $8.24M | 1.42% | +651+4.1% | Added |
| FORA Capital, LLC | 16,567 | $8.24M | 0.92% | −29,376−63.9% | Reduced |
| Lazari Capital Management, Inc. | 16,568 | $8.24M | 3.10% | −1,106−6.3% | Reduced |
| Seven Mile Advisory | 16,599 | $8.26M | 4.96% | +928+5.9% | Added |
| Virtus Wealth Solutions LLC | 16,615 | $8.26M | 1.70% | −190−1.1% | Reduced |
| 1858 Wealth Management, LLC | 16,629 | $8.27M | 6.10% | +268+1.6% | Added |
| Schrum Private Wealth Management LLC | 16,630 | $8.27M | 6.63% | −197−1.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 16,657 | $8.29M | 1.04% | +597+3.7% | Added |
| Ramirez Asset Management, Inc. | 16,663 | $8.29M | 1.25% | −100−0.6% | Reduced |
| Palogic Value Management, L.P. | 16,666 | $8.29M | 3.49% | +241+1.5% | Added |
| Modus Advisors, LLC | 16,679 | $8.30M | 2.46% | −80.0% | Reduced |
| First County Bank | 16,690 | $8.30M | 4.46% | −390−2.3% | Reduced |
| RiverPark Advisors, LLC | 16,691 | $8.30M | 5.10% | −582−3.4% | Reduced |
| Jericho Financial, LLP | 16,692 | $8.30M | 5.48% | −255−1.5% | Reduced |
| US Asset Management LLC | 16,700 | $8.31M | 7.20% | −33−0.2% | Reduced |