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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Trilogy Capital Inc. | 18,113 | $9.01M | 0.44% | +1,249+7.4% | Added |
| First Business Financial Services, Inc. | 18,123 | $9.01M | 0.81% | −1,183−6.1% | Reduced |
| Northcape Wealth Management, LLC | 18,127 | $9.02M | 2.75% | +299+1.7% | Added |
| IPG Investment Advisors LLC | 18,128 | $9.02M | 1.76% | +2,496+16.0% | Added |
| Navellier & Associates Inc | 18,135 | $9.02M | 1.12% | +10.0% | Added |
| waypoint wealth counsel | 18,158 | $9.03M | 4.48% | +1,395+8.3% | Added |
| Barometer Capital Management Inc. | 18,179 | $9.04M | 2.50% | +18,179 | New |
| B & T Capital Management DBA Alpha Capital Management | 18,188 | $9.05M | 1.56% | −419−2.3% | Reduced |
| Aviso Wealth Management | 18,194 | $9.05M | 4.23% | +801+4.6% | Added |
| Pekin Hardy Strauss, Inc. | 18,212 | $9.06M | 1.03% | −2,407−11.7% | Reduced |
| MTM Investment Management, LLC | 18,219 | $9.06M | 3.04% | +497+2.8% | Added |
| Prosperity Financial Group, Inc. | 18,237 | $9.07M | 3.86% | −845−4.4% | Reduced |
| Victrix Investment Advisors | 18,252 | $9.08M | 4.02% | +2,159+13.4% | Added |
| WealthBridge Investment Counsel Inc. | 18,268 | $9.09M | 2.95% | +100+0.6% | Added |
| Garrison Bradford & Associates Inc | 18,281 | $9.09M | 10.07% | −370−2.0% | Reduced |
| Fairbanks Capital Management, Inc. | 18,285 | $9.10M | 5.18% | +967+5.6% | Added |
| Magnolia Capital Advisors LLC | 18,299 | $9.10M | 2.29% | +173+1.0% | Added |
| Tower View Investment Management & Research LLC | 18,304 | $9.10M | 4.72% | +488+2.7% | Added |
| Calton & Associates, Inc. | 18,304 | $9.10M | 1.57% | +2,839+18.4% | Added |
| Madison Wealth Partners, Inc | 18,315 | $9.11M | 1.99% | −171−0.9% | Reduced |
| Carl P. Sherr & Co., LLC | 18,335 | $9.12M | 4.61% | −126−0.7% | Reduced |
| Kentucky Trust Co | 18,341 | $9.12M | 5.23% | −158−0.9% | Reduced |
| Sylvest Advisors, LLC | 18,369 | $9.14M | 5.26% | −410−2.2% | Reduced |
| Evolution Wealth Advisors, LLC | 18,378 | $9.14M | 1.34% | +351+1.9% | Added |
| Florida Financial Advisors, LLC | 18,383 | $9.15M | 3.03% | +1,948+11.9% | Added |
| Encompass Wealth Advisors, LLC | 18,404 | $9.15M | 3.36% | −285−1.5% | Reduced |
| Hixon Zuercher, LLC | 18,409 | $9.16M | 2.96% | +2,114+13.0% | Added |
| Baker Tilly Wealth Management, LLC | 18,424 | $9.16M | 3.27% | +30+0.2% | Added |
| J.Safra Asset Management Corp | 18,429 | $9.17M | 0.64% | +1,576+9.4% | Added |
| CacheTech Inc. | 18,430 | $9.17M | 1.69% | −3,038−14.2% | Reduced |
| McGowan Group Asset Management, Inc. | 18,437 | $9.17M | 1.16% | +674+3.8% | Added |
| Berry Wealth Group, LP | 18,454 | $9.18M | 6.42% | +119+0.6% | Added |
| Aspen Grove Capital, LLC | 18,458 | $9.18M | 1.56% | +3,565+23.9% | Added |
| Tower Trust & Investment Co | 18,466 | $9.18M | 6.53% | +269+1.5% | Added |
| Essex Investment Management Co LLC | 18,485 | $9.19M | 1.67% | −323−1.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 18,508 | $9.21M | 0.86% | −61−0.3% | Reduced |
| Palmer Knight Co | 18,524 | $9.21M | 3.93% | −249−1.3% | Reduced |
| Triasima Portfolio Management inc. | 18,575 | $9.24M | 1.69% | +1,818+10.8% | Added |
| Cox Capital Mgt LLC | 18,593 | $9.25M | 6.31% | −488−2.6% | Reduced |
| Tikehau Investment Management | 18,600 | $9.25M | 14.43% | +1,731+10.3% | Added |
| Mraz, Amerine & Associates, Inc. | 18,717 | $9.31M | 1.49% | −408−2.1% | Reduced |
| Parkwood LLC | 18,730 | $9.32M | 0.86% | −48,380−72.1% | Reduced |
| Sculati Wealth Management, LLC | 18,760 | $9.33M | 3.51% | −294−1.5% | Reduced |
| Summit Asset Management, LLC | 18,778 | $9.34M | 1.52% | +934+5.2% | Added |
| Norway Savings Bank | 18,784 | $9.34M | 4.80% | +754+4.2% | Added |
| MBL Wealth, LLC | 18,787 | $9.35M | 0.89% | −630−3.2% | Reduced |
| Lincluden Management Ltd | 18,795 | $9.35M | 1.03% | −297−1.6% | Reduced |
| Old Mission Investment Co LLC | 18,826 | $9.36M | 2.56% | +152+0.8% | Added |
| Amarillo National Bank | 18,835 | $9.37M | 1.74% | +2,656+16.4% | Added |
| Trinity Legacy Partners, LLC | 18,559 | $9.38M | 2.28% | −63−0.3% | Reduced |
| Keudell/Morrison Wealth Management | 18,875 | $9.39M | 2.08% | −1,012−5.1% | Reduced |
| Granite Bay Wealth Management, LLC | 18,925 | $9.41M | 3.02% | −22−0.1% | Reduced |
| Helium Advisors LLC | 18,927 | $9.41M | 5.95% | −122−0.6% | Reduced |
| Aurora Investment Managers, LLC. | 18,930 | $9.42M | 5.70% | 00.0% | Unchanged |
| Peoples Bank | 18,941 | $9.42M | 6.32% | +40.0% | Added |
| Clark Asset Management, LLC | 18,953 | $9.43M | 1.28% | +8,330+78.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 18,958 | $9.43M | 0.68% | +2,858+17.8% | Added |
| Byrne Financial Freedom, LLC | 18,964 | $9.43M | 4.72% | +216+1.2% | Added |
| Advyzon Investment Management, LLC | 18,971 | $9.44M | 2.09% | +6,949+57.8% | Added |
| Synergy Financial Group, LTD | 18,972 | $9.44M | 6.95% | +274+1.5% | Added |
| Bennett Selby Investments LP | 18,976 | $9.44M | 3.36% | −159−0.8% | Reduced |
| DMKC Advisory Services, LLC | 18,482 | $9.46M | 4.95% | +13,728+288.8% | Added |
| BCJ Capital Management, LLC | 19,073 | $9.49M | 0.64% | +1,598+9.1% | Added |
| Ahl Investment Management, Inc. | 19,091 | $9.50M | 6.34% | −610−3.1% | Reduced |
| Flynn Zito Capital Management, LLC | 19,104 | $9.50M | 4.00% | −475−2.4% | Reduced |
| Aldebaran Capital, LLC | 19,106 | $9.50M | 9.38% | −308−1.6% | Reduced |
| Graybill Bartz & Assoc Ltd | 19,118 | $9.51M | 3.11% | +874+4.8% | Added |
| Walkner Condon Financial Advisors LLC | 19,138 | $9.52M | 1.75% | +410+2.2% | Added |
| Bridgewealth Advisory Group, LLC | 19,153 | $9.53M | 2.42% | +17,828+1,345.5% | Added |
| Aft, Forsyth & Company, Inc. | 19,226 | $9.56M | 4.91% | −50.0% | Reduced |
| Stamos Capital Partners, L.P. | 19,234 | $9.57M | 1.72% | +5,776+42.9% | Added |
| Peregrine Investment Management Inc | 19,247 | $9.57M | 6.12% | −3,860−16.7% | Reduced |
| WealthPLAN Partners, LLC | 19,278 | $9.59M | 1.54% | −1,864−8.8% | Reduced |
| Schwerin Boyle Capital Management Inc | 19,290 | $9.60M | 1.07% | −1,070−5.3% | Reduced |
| Spirit of America Management Corp | 19,299 | $9.60M | 2.00% | −200−1.0% | Reduced |
| Scissortail Wealth Management, LLC | 19,319 | $9.61M | 2.31% | +190+1.0% | Added |
| Trust Co of the South | 19,321 | $9.61M | 1.71% | +454+2.4% | Added |
| Liberty Wealth Management LLC | 19,356 | $9.63M | 1.51% | +399+2.1% | Added |
| Exeter Financial, LLC | 19,359 | $9.63M | 4.29% | −488−2.5% | Reduced |
| David R. Rahn & Associates Inc. | 19,362 | $9.63M | 2.59% | −9,555−33.0% | Reduced |
| TBH Global Asset Management, LLC | 19,368 | $9.63M | 2.06% | −8,207−29.8% | Reduced |
| WT Wealth Management | 19,411 | $9.65M | 2.86% | −1,674−7.9% | Reduced |
| Alteri Wealth LLC | 19,412 | $9.66M | 3.75% | −285−1.4% | Reduced |
| Gold Investment Management Ltd. | 19,548 | $9.66M | 3.64% | +1,055+5.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 19,434 | $9.67M | 3.16% | −62−0.3% | Reduced |
| Martin & Co Inc | 19,436 | $9.67M | 1.78% | −151−0.8% | Reduced |
| Trivant Custom Portfolio Group, LLC | 19,437 | $9.67M | 5.31% | −359−1.8% | Reduced |
| DeDora Capital, Inc. | 19,469 | $9.68M | 2.53% | +40.0% | Added |
| Phoenix Wealth Advisors | 19,510 | $9.70M | 4.06% | −350−1.8% | Reduced |
| Prosperitas Financial LLC | 19,540 | $9.72M | 4.57% | +861+4.6% | Added |
| XXEC, Inc. | 19,567 | $9.73M | 7.82% | −9,059−31.6% | Reduced |
| Peninsula Asset Management Inc | 19,578 | $9.74M | 5.14% | +226+1.2% | Added |
| Wealth Alliance Advisory Group, LLC | 19,579 | $9.74M | 1.85% | +1,599+8.9% | Added |
| SFM, LLC | 19,583 | $9.74M | 6.25% | −41−0.2% | Reduced |
| Whitford Management LLC | 19,612 | $9.75M | 10.35% | +302+1.6% | Added |
| Paragon Advisors, LLC | 19,618 | $9.76M | 2.55% | +5,951+43.5% | Added |
| Onefund, LLC | 19,630 | $9.76M | 7.03% | −214−1.1% | Reduced |
| Intellectus Partners, LLC | 19,645 | $9.77M | 2.11% | +84+0.4% | Added |
| Duncan Williams Asset Management, LLC | 19,666 | $9.78M | 3.09% | +1,182+6.4% | Added |
| Marino, Stram & Associates LLC | 19,668 | $9.78M | 1.97% | +165+0.8% | Added |