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; 6,247 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
- 5,828
- +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
- 2,580 more added
- Sold out
- 107
- 2,616 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| New England Professional Planning Group Inc. | 709 | $352.7K | 0.16% | 00.0% | Unchanged |
| Applied Capital LLC | 711 | $353.7K | 0.16% | −2−0.3% | Reduced |
| Greenfield Seitz Capital Management, LLC | 714 | $355.2K | 0.13% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 714 | $355.3K | 0.15% | −435−37.9% | Reduced |
| Solutions 4 Wealth, Ltd | 718 | $357.1K | 0.60% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 722 | $359.1K | 0.10% | −4−0.6% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 728 | $362.1K | 0.17% | 00.0% | Unchanged |
| Straight Path Wealth Management | 729 | $362.8K | 0.12% | +26+3.7% | Added |
| JDM Financial Group LLC | 730 | $363.2K | 0.17% | 00.0% | Unchanged |
| JBGlobal.com LLC | 732 | $364.1K | 0.38% | 00.0% | Unchanged |
| McNamara Financial Services, Inc. | 734 | $365.1K | 0.07% | 00.0% | Unchanged |
| Envision Financial Planning, LLC | 740 | $368.1K | 0.17% | +39+5.6% | Added |
| Spectrum Financial Alliance Ltd LLC | 710 | $370.5K | 0.10% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 747 | $371.6K | 0.06% | +150+25.1% | Added |
| Bestgate Wealth Advisors, LLC | 1,000 | $375.4K | 0.78% | 00.0% | Unchanged |
| NorthLanding Financial Partners, LLC | 761 | $378.4K | 0.33% | 00.0% | Unchanged |
| Sterling Investment Advisors LLC | 560 | $379.9K | 0.20% | −235−29.6% | Reduced |
| von Borstel & Associates, Inc. | 712 | $381.0K | 0.10% | +135+23.4% | Added |
| Kraft Asset Management, LLC | 766 | $381.0K | 0.35% | −238−23.7% | Reduced |
| Kennicott Capital Management LLC | 766 | $381.0K | 0.22% | +10+1.3% | Added |
| Squire Investment Management Company, LLC | 768 | $382.0K | 0.14% | +112+17.1% | Added |
| Golden Reserve Retirement LLC | 769 | $382.5K | 0.12% | −191−19.9% | Reduced |
| SWP Financial LLC | 773 | $384.5K | 0.21% | 00.0% | Unchanged |
| BCK Partners, Inc. | 777 | $386.5K | 0.23% | −10−1.3% | Reduced |
| Corton Capital Inc. | 777 | $386.5K | 0.45% | +777 | New |
| Afg Fiduciary Services Limited Partnership | 791 | $389.2K | 0.25% | −18−2.2% | Reduced |
| Private Wealth Group, LLC | 784 | $390.0K | 0.21% | 00.0% | Unchanged |
| Mullooly Asset Management, Inc. | 785 | $390.5K | 0.16% | +18+2.3% | Added |
| Amara Financial, LLC. | 786 | $390.9K | 0.34% | +21+2.7% | Added |
| RCS Financial Planning, LLC | 788 | $392.1K | 0.20% | −11−1.4% | Reduced |
| Sincerus Advisory, LLC | 765 | $392.8K | 0.37% | +25+3.4% | Added |
| Ergawealth Advisors, Inc. | 793 | $394.3K | 0.18% | +52+7.0% | Added |
| Rice Hall James & Associates, LLC | 796 | $395.9K | 0.02% | +37+4.9% | Added |
| Sageworth Trust Co of South Dakota | 797 | $396.4K | 0.43% | 00.0% | Unchanged |
| SageOak Financial, LLC | 797 | $396.4K | 0.32% | 00.0% | Unchanged |
| Traction Financial Partners, LLC | 798 | $396.9K | 0.27% | −142−15.1% | Reduced |
| Family Wealth Partners, LLC | 798 | $397.0K | 0.16% | +798 | New |
| Hudson Capital Management LLC | 798 | $397.2K | 0.11% | 00.0% | Unchanged |
| Five Pine Wealth Management | 800 | $397.7K | 0.29% | −31−3.7% | Reduced |
| Lanham O'Dell & Company, Inc. | 800 | $397.9K | 0.17% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 800 | $398.0K | 0.16% | +25+3.2% | Added |
| Legacy Wealth Asset Management, LLC | 801 | $398.4K | 0.10% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 802 | $398.9K | 0.19% | 00.0% | Unchanged |
| Compass Financial Group, INC | 803 | $399.6K | 0.07% | −4−0.5% | Reduced |
| Biltmore Wealth Management, LLC | 806 | $401.0K | 0.16% | +1+0.1% | Added |
| John W. Brooker & Co., CPAs | 800 | $401.2K | 0.94% | −469−37.0% | Reduced |
| 1492 Capital Management LLC | 808 | $401.9K | 0.19% | −11−1.3% | Reduced |
| Barry Investment Advisors, LLC | 816 | $405.8K | 0.10% | 00.0% | Unchanged |
| Teza Capital Management LLC | 816 | $405.9K | 0.30% | +816 | New |
| Certus Wealth Management, LLC | 821 | $408.6K | 0.26% | 00.0% | Unchanged |
| Archer Investment Management, LLC | 823 | $409.5K | 0.30% | +188+29.6% | Added |
| Leverty Financial Group, LLC | 831 | $413.5K | 0.12% | −46−5.2% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 834 | $414.7K | 0.11% | −17−2.0% | Reduced |
| Fulcrum Equity Management | 836 | $415.9K | 0.43% | +157+23.1% | Added |
| NDWM LLC | 837 | $416.3K | 0.30% | +1+0.1% | Added |
| PPS&V Asset Management Consultants, Inc. | 840 | $417.6K | 0.26% | −33−3.8% | Reduced |
| Yardley Wealth Management LLC | 841 | $418.0K | 0.23% | −39−4.4% | Reduced |
| Friday Financial | 842 | $418.8K | 0.21% | +218+34.9% | Added |
| David Kennon Inc | 845 | $420.2K | 0.16% | 00.0% | Unchanged |
| Legacy Wealth Management, Inc | 845 | $420.3K | 0.03% | −669−44.2% | Reduced |
| Cardinal Capital Management, Inc. | 845 | $420.3K | 0.01% | −25−2.9% | Reduced |
| Keystone Financial Group, Inc. | 826 | $421.1K | 0.27% | +1+0.1% | Added |
| American Investment Services, Inc. | 850 | $422.8K | 0.11% | −425−33.3% | Reduced |
| Clark Estates Inc | 853 | $424.3K | 0.10% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 855 | $425.0K | 0.11% | +239+38.8% | Added |
| Hershey Financial Advisers, LLC | 862 | $428.8K | 0.38% | +862 | New |
| Wise Wealth Partners | 863 | $429.5K | 0.72% | +863 | New |
| Shore Point Advisors, LLC | 866 | $430.8K | 0.21% | +1+0.1% | Added |
| Nottingham Advisors, Inc. | 872 | $433.7K | 0.06% | −1,528−63.7% | Reduced |
| Attessa Capital LLC | 876 | $436.0K | 0.28% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 883 | $439.0K | 0.49% | +19+2.2% | Added |
| Dynasty Wealth Management, LLC | 884 | $439.8K | 0.01% | −19,214−95.6% | Reduced |
| AIFG Consultants Ltd. | 886 | $440.7K | 0.86% | −10−1.1% | Reduced |
| Del-Sette Capital Management, LLC | 896 | $445.5K | 0.31% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 900 | $447.7K | 0.34% | 00.0% | Unchanged |
| Clarity Capital Advisors, LLC | 903 | $449.1K | 0.26% | −72−7.4% | Reduced |
| David Wealth Management LLC | 904 | $449.5K | 0.33% | +165+22.3% | Added |
| Lecap Asset Management Ltd | 905 | $450.2K | 0.16% | +905 | New |
| EMC Capital Management | 909 | $452.0K | 0.24% | −1,450−61.5% | Reduced |
| WFA Asset Management Corp | 1,013 | $452.9K | 0.26% | −3−0.3% | Reduced |
| Myecfo, LLC | 911 | $453.2K | 0.22% | +73+8.7% | Added |
| Lam Group, Inc. | 912 | $453.6K | 0.30% | −13−1.4% | Reduced |
| BKA Wealth Consulting, Inc. | 433 | $454.5K | 0.41% | +433 | New |
| Ridgeline Wealth Planning, LLC | 915 | $455.2K | 0.37% | +195+27.1% | Added |
| Eq LLC | 923 | $459.0K | 0.18% | +108+13.3% | Added |
| Boyd Wealth Management, LLC | 926 | $460.6K | 0.20% | +926 | New |
| Sykon Capital LLC | 926 | $460.6K | 0.17% | +106+12.9% | Added |
| Hoese & Co LLP | 931 | $463.1K | 0.37% | +64+7.4% | Added |
| Prairieview Wealth Partners, LLC | 931 | $463.1K | 0.48% | 00.0% | Unchanged |
| White Wing Wealth Management | 936 | $465.5K | 0.32% | +80+9.3% | Added |
| Causeway Capital Management LLC | 940 | $467.6K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 940 | $467.6K | 0.29% | 00.0% | Unchanged |
| Pacific Wealth Management | 948 | $471.7K | 0.23% | +294+45.0% | Added |
| Treasure Coast Financial Planning | 953 | $474.0K | 0.28% | −18−1.9% | Reduced |
| Infinity Wealth Counsel, LLC | 953 | $474.1K | 0.48% | −41−4.1% | Reduced |
| Benchmark Wealth Management, LLC | 953 | $474.1K | 0.21% | 00.0% | Unchanged |
| Resolute Wealth Advisor, Inc. | 1,291 | $477.8K | 0.27% | +1,291 | New |
| Bridgefront Capital, LLC | 964 | $479.5K | 0.13% | +964 | New |
| Williamson Legacy Group, LLC | 965 | $480.0K | 0.40% | −50−4.9% | Reduced |
| Nestegg Advisors, Inc. | 965 | $480.2K | 0.46% | 00.0% | Unchanged |