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 |
|---|---|---|---|---|---|
| First United Bank Trust | 16,705 | $8.31M | 2.90% | −126−0.7% | Reduced |
| First Dallas Securities Inc. | 16,729 | $8.32M | 3.29% | −474−2.8% | Reduced |
| Cypress Wealth Services, LLC | 16,734 | $8.32M | 1.49% | +2,290+15.9% | Added |
| Peterson Wealth Services | 16,746 | $8.33M | 2.28% | +271+1.6% | Added |
| Clarity Capital Partners LLC | 16,763 | $8.34M | 2.98% | −849−4.8% | Reduced |
| Addison Advisors LLC | 16,764 | $8.34M | 2.08% | +1,187+7.6% | Added |
| Unison Asset Management LLC | 16,775 | $8.34M | 4.21% | +411+2.5% | Added |
| Eaton Financial Holdings Company, LLC | 16,796 | $8.35M | 2.57% | +3,508+26.4% | Added |
| SC&H Financial Advisors, Inc. | 16,801 | $8.36M | 1.43% | +25+0.1% | Added |
| Crystal Rock Capital Management | 16,805 | $8.36M | 4.82% | +1,300+8.4% | Added |
| Central Valley Advisors, LLC | 16,830 | $8.37M | 2.85% | −810−4.6% | Reduced |
| Silphium Asset Management Ltd | 16,838 | $8.38M | 2.98% | +990+6.2% | Added |
| Concentrum Wealth Management | 16,877 | $8.40M | 2.63% | +28+0.2% | Added |
| Partners Capital Investment Group, LLP | 16,878 | $8.40M | 0.34% | −1,337−7.3% | Reduced |
| Socorro Asset Management LP | 16,894 | $8.40M | 2.81% | −5,545−24.7% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 16,900 | $8.41M | 0.59% | +720+4.4% | Added |
| Panoramic Capital Partners, LLC | 16,864 | $8.41M | 5.83% | −273−1.6% | Reduced |
| Key Client Fiduciary Advisors, LLC | 16,913 | $8.41M | 3.45% | −24−0.1% | Reduced |
| Milestone Asset Management, LLC | 16,946 | $8.43M | 1.78% | +7,389+77.3% | Added |
| Wealth Effects LLC | 16,949 | $8.43M | 3.15% | −749−4.2% | Reduced |
| Headland Capital, LLC | 16,989 | $8.45M | 2.55% | +803+5.0% | Added |
| Ridgecrest Wealth Partners, LLC | 17,018 | $8.46M | 4.47% | −69−0.4% | Reduced |
| Prosperity Wealth Management, Inc. | 17,044 | $8.48M | 3.14% | −1,070−5.9% | Reduced |
| Sheets Smith Wealth Management | 17,063 | $8.49M | 0.99% | +1,516+9.8% | Added |
| Prudent Man Advisors, LLC | 17,070 | $8.49M | 2.70% | +3,894+29.6% | Added |
| Drystone LLC | 17,080 | $8.50M | 7.79% | +10.0% | Added |
| Evolutionary Tree Capital Management, LLC | 17,080 | $8.50M | 9.02% | −2,113−11.0% | Reduced |
| Parkside Investments, LLC | 17,111 | $8.51M | 1.16% | −3,695−17.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 17,115 | $8.51M | 3.49% | +613+3.7% | Added |
| Pettee Investors, Inc. | 17,148 | $8.53M | 5.10% | −385−2.2% | Reduced |
| Convergence Investment Partners, LLC | 17,154 | $8.53M | 2.16% | +3,884+29.3% | Added |
| Ayalon Holdings Ltd. | 17,160 | $8.54M | 2.46% | −185−1.1% | Reduced |
| Fullcircle Wealth LLC | 15,949 | $8.54M | 3.19% | +343+2.2% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 17,175 | $8.54M | 2.27% | +6,020+54.0% | Added |
| Private Management Group Inc | 17,178 | $8.54M | 0.28% | +11,463+200.6% | Added |
| Bank of Stockton | 17,202 | $8.56M | 2.55% | −107−0.6% | Reduced |
| Spreng Capital Management, Inc. | 17,217 | $8.56M | 3.54% | −360−2.0% | Reduced |
| Van Den Berg Management I, Inc | 17,223 | $8.57M | 2.43% | +3,221+23.0% | Added |
| Ames National Corp | 17,226 | $8.57M | 5.54% | −1,633−8.7% | Reduced |
| Park Place Capital Corp | 17,422 | $8.57M | 1.95% | +104+0.6% | Added |
| Summit Place Financial Advisors, LLC | 17,266 | $8.59M | 4.32% | +320+1.9% | Added |
| Bull Street Advisors, LLC | 17,268 | $8.59M | 4.13% | −220−1.3% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 17,291 | $8.60M | 5.60% | −712−4.0% | Reduced |
| Strategic Financial Services, Inc, | 17,294 | $8.60M | 0.46% | +199+1.2% | Added |
| Houlihan Financial Resource Group, Ltd. | 16,891 | $8.61M | 3.57% | −161−0.9% | Reduced |
| First Financial Group Corp | 17,332 | $8.62M | 8.42% | +411+2.4% | Added |
| Wealth Dimensions Group, Ltd. | 17,335 | $8.62M | 1.90% | −787−4.3% | Reduced |
| Blackhawk Capital Partners LLC. | 17,339 | $8.62M | 3.98% | +593+3.5% | Added |
| Stiles Financial Services Inc | 17,337 | $8.63M | 2.98% | +871+5.3% | Added |
| NCM Capital Management, LLC | 17,389 | $8.65M | 3.55% | −157−0.9% | Reduced |
| Harbor Advisory Corp | 17,401 | $8.66M | 2.76% | +1,088+6.7% | Added |
| Shayne & Co., LLC | 17,404 | $8.66M | 2.86% | 00.0% | Unchanged |
| Finward Bancorp | 17,406 | $8.66M | 6.84% | −115−0.7% | Reduced |
| GSB Wealth Management, LLC | 17,456 | $8.68M | 2.13% | −64−0.4% | Reduced |
| Invesco, LLC | 17,471 | $8.69M | 3.24% | +9+0.1% | Added |
| Slow Capital, Inc. | 17,472 | $8.69M | 1.06% | −133−0.8% | Reduced |
| Dillon & Associates Inc | 17,486 | $8.69M | 1.18% | +431+2.5% | Added |
| St. Johns Investment Management Company, LLC | 17,477 | $8.69M | 3.99% | −918−5.0% | Reduced |
| Mosaic Financial Group, LLC | 17,484 | $8.70M | 6.66% | −54−0.3% | Reduced |
| Pacitti Group Inc. | 17,513 | $8.71M | 3.78% | −315−1.8% | Reduced |
| Noesis Capital Mangement Corp | 17,524 | $8.72M | 1.51% | −850−4.6% | Reduced |
| Potentia Wealth | 17,546 | $8.73M | 4.97% | +316+1.8% | Added |
| Purkiss Capital Advisors LLC | 17,563 | $8.74M | 4.86% | +3,994+29.4% | Added |
| Atlas Legacy Advisors, LLC | 17,568 | $8.74M | 1.93% | +737+4.4% | Added |
| Owen LaRue, LLC | 17,568 | $8.74M | 3.72% | −348−1.9% | Reduced |
| Capital Advisors, Ltd. LLC | 17,573 | $8.74M | 1.08% | +618+3.6% | Added |
| Fiduciary Family Office, LLC | 17,622 | $8.77M | 2.87% | −491−2.7% | Reduced |
| Union Savings Bank | 16,434 | $8.77M | 4.03% | −271−1.6% | Reduced |
| Signet Investment Advisory Group, Inc. | 17,632 | $8.77M | 4.50% | −12−0.1% | Reduced |
| Permanens Capital L.P. | 17,652 | $8.78M | 1.20% | +2,753+18.5% | Added |
| Second Line Capital, LLC | 17,656 | $8.78M | 2.04% | +1,693+10.6% | Added |
| Pinnbrook Capital Management LP | 17,659 | $8.78M | 2.30% | +17,659 | New |
| Blue Zone Wealth Advisors, LLC | 17,680 | $8.79M | 2.20% | −73−0.4% | Reduced |
| First Financial Corp | 17,698 | $8.80M | 3.93% | −495−2.7% | Reduced |
| a16z Perennial Management, L.P. | 17,712 | $8.81M | 0.73% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 17,729 | $8.82M | 5.32% | −264−1.5% | Reduced |
| Michael B. Yongue | 17,734 | $8.82M | 6.65% | +223+1.3% | Added |
| Evermay Wealth Management LLC | 17,739 | $8.82M | 1.09% | −71−0.4% | Reduced |
| Wharton Business Group, LLC | 17,741 | $8.82M | 0.37% | +246+1.4% | Added |
| Addison Capital Co | 17,746 | $8.83M | 3.07% | +440+2.5% | Added |
| Insight Advisors, LLC | 17,798 | $8.85M | 1.43% | −966−5.1% | Reduced |
| Diamant Asset Management, Inc. | 17,800 | $8.85M | 6.74% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 17,809 | $8.86M | 1.33% | −175−1.0% | Reduced |
| Beaumont Asset Management, L.L.C. | 17,811 | $8.86M | 4.76% | +94+0.5% | Added |
| McAdam, LLC | 17,813 | $8.86M | 0.49% | +779+4.6% | Added |
| Intrua Financial, LLC | 17,825 | $8.87M | 1.27% | +645+3.8% | Added |
| Vectors Research Management, LLC | 17,861 | $8.88M | 3.05% | −111−0.6% | Reduced |
| Autumn Glory Partners, LLC | 17,912 | $8.91M | 4.17% | −178−1.0% | Reduced |
| CWS Financial Advisors, LLC | 17,948 | $8.93M | 2.60% | −1,103−5.8% | Reduced |
| Lindenwold Advisors | 17,953 | $8.93M | 4.64% | +336+1.9% | Added |
| Boltwood Capital Management | 17,986 | $8.95M | 2.54% | +996+5.9% | Added |
| Ashford Capital Management Inc | 18,015 | $8.96M | 1.05% | −217−1.2% | Reduced |
| Game Plan Financial Advisors, LLC | 18,018 | $8.96M | 3.92% | +2,154+13.6% | Added |
| Advisors Management Group Inc | 18,019 | $8.96M | 1.69% | −113−0.6% | Reduced |
| Aperture Investors, LLC | 18,022 | $8.96M | 1.20% | +4,199+30.4% | Added |
| LifeWealth Investments, LLC | 18,054 | $8.98M | 1.54% | +1,750+10.7% | Added |
| Chemistry Wealth Management LLC | 18,074 | $8.99M | 1.93% | +314+1.8% | Added |
| Slagle Financial, LLC | 18,093 | $9.00M | 3.62% | −11,048−37.9% | Reduced |
| Cohen Investment Advisors LLC | 18,104 | $9.01M | 4.70% | +160+0.9% | Added |
| Raelipskie Partnership | 18,112 | $9.01M | 4.12% | +325+1.8% | Added |