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 |
|---|---|---|---|---|---|
| McGrath & Associates, Inc. | 966 | $480.3K | 0.78% | +13+1.4% | Added |
| ArborFi Advisors, LLC | 969 | $482.0K | 0.42% | −38−3.8% | Reduced |
| Wela Strategies, Inc. | 973 | $484.0K | 0.19% | −55−5.4% | Reduced |
| City Center Advisors, LLC | 980 | $487.5K | 0.52% | −14−1.4% | Reduced |
| Bright Financial Advisors, Inc. | 982 | $488.5K | 0.27% | −572−36.8% | Reduced |
| Daner Wealth Management, LLC | 930 | $492.4K | 0.34% | +930 | New |
| Sky-Mountain Capital Management, Inc. | 948 | $493.7K | 0.33% | +1+0.1% | Added |
| Redwood Park Advisors LLC | 994 | $494.3K | 0.38% | −44−4.2% | Reduced |
| Vista Finance, LLC | 995 | $495.3K | 0.43% | −22−2.2% | Reduced |
| IvyRock Asset Management (HK) Ltd | 1,000 | $497.4K | 0.23% | −90−8.3% | Reduced |
| Stephenson National Bank & Trust | 1,000 | $497.4K | 0.16% | −79−7.3% | Reduced |
| Strategic Point Investment Advisors, LLC | 1,001 | $497.9K | 0.08% | +15+1.5% | Added |
| Two West Capital Advisors LLC | 971 | $498.7K | 0.33% | +135+16.1% | Added |
| Hurley Capital, LLC | 1,006 | $500.3K | 0.35% | −1−0.1% | Reduced |
| Safir Wealth Advisors, LLC | 1,006 | $500.4K | 0.37% | 00.0% | Unchanged |
| Interactive Financial Advisors | 1,006 | $500.4K | 0.24% | +6+0.6% | Added |
| FinDec Wealth Services, Inc. | 1,009 | $501.6K | 0.52% | −89−8.1% | Reduced |
| Significant Wealth Partners LLC | 1,017 | $505.6K | 0.25% | −83−7.5% | Reduced |
| Qube Research & Technologies Ltd | 1,014 | $505.9K | 0.00% | −1,109,984−99.9% | Reduced |
| Sagace Wealth Management LLC | 1,026 | $510.3K | 0.38% | −137−11.8% | Reduced |
| CFC Planning Co LLC | 1,027 | $510.9K | 0.49% | −1−0.1% | Reduced |
| Landscape Capital Management, L.L.C. | 1,030 | $512.3K | 0.04% | −9,176−89.9% | Reduced |
| Fusion Family Wealth LLC | 1,031 | $512.8K | 0.04% | 00.0% | Unchanged |
| Mills Wealth Advisors LLC | 1,031 | $512.8K | 0.24% | +53+5.4% | Added |
| Kropog Financial Group, LLC | 1,032 | $513.3K | 0.45% | +2+0.2% | Added |
| Frontier Asset Management, LLC | 1,032 | $513.5K | 0.14% | +1,032 | New |
| Highland Financial Advisors, LLC | 1,033 | $513.7K | 0.16% | 00.0% | Unchanged |
| Stephen J. Garry & Associates, LLC | 1,037 | $515.8K | 0.45% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 1,038 | $516.3K | 0.07% | +337+48.1% | Added |
| Stonebridge Wealth Management, LLC | 1,041 | $517.9K | 0.49% | +1,041 | New |
| Pinney & Scofield, Inc. | 1,042 | $518.3K | 0.35% | +68+7.0% | Added |
| Legacy Wealth Managment, LLC | 1,045 | $519.8K | 0.28% | −73−6.5% | Reduced |
| Legacy Investment Solutions, LLC | 1,045 | $519.8K | 0.28% | +1,045 | New |
| BancFirst Trust & Investment Management | 1,052 | $521.7K | 0.24% | −100−8.7% | Reduced |
| Highlander Partners, L.P. | 1,050 | $522.3K | 0.20% | 00.0% | Unchanged |
| Beck Bode, LLC | 1,056 | $525.1K | 0.09% | −11−1.0% | Reduced |
| Adapt Wealth Advisors, LLC | 1,067 | $530.9K | 0.24% | +26+2.5% | Added |
| Bannerman Wealth Management Group, LLC | 1,069 | $531.7K | 0.41% | +1,069 | New |
| Surience Private Wealth LLC | 1,074 | $534.2K | 0.50% | −58−5.1% | Reduced |
| SWAN Capital LLC | 1,075 | $534.6K | 0.23% | +61+6.0% | Added |
| Pembroke Management, LTD | 1,079 | $536.7K | 0.06% | +1,079 | New |
| WealthTrak Capital Management LLC | 1,079 | $536.7K | 0.45% | +157+17.0% | Added |
| McCarthy & Cox | 1,079 | $536.9K | 0.14% | +48+4.7% | Added |
| SpringVest Wealth Management LLC | 1,080 | $537.2K | 0.44% | −25−2.3% | Reduced |
| Redmont Wealth Advisors LLC | 1,083 | $538.7K | 0.79% | +938+646.9% | Added |
| Asset Allocation Strategies LLC | 1,084 | $539.4K | 0.12% | +500+85.6% | Added |
| Financial Advisory Corp | 1,085 | $539.7K | 0.08% | 00.0% | Unchanged |
| FMA Wealth Management, LLC | 1,088 | $541.3K | 0.40% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 1,089 | $541.7K | 0.27% | −169−13.4% | Reduced |
| Mendota Financial Group, LLC | 1,089 | $541.7K | 0.51% | −10−0.9% | Reduced |
| Marshall Financial Group Inc | 1,092 | $543.2K | 0.16% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1,093 | $543.7K | 0.16% | +36+3.4% | Added |
| Roth Financial Partners LLC | 1,094 | $544.2K | 0.20% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 1,101 | $547.6K | 0.07% | +1,101 | New |
| Heritage Wealth Management, Inc./Texas | 1,106 | $550.1K | 0.27% | −190−14.7% | Reduced |
| Balanced Rock Investment Advisor | 1,106 | $550.1K | 0.43% | +39+3.7% | Added |
| True Wealth Design, LLC | 1,109 | $551.5K | 0.19% | +143+14.8% | Added |
| Graver Capital Management, LLC | 1,111 | $552.7K | 0.49% | 00.0% | Unchanged |
| Cordant, Inc. | 1,113 | $553.6K | 0.27% | −123−10.0% | Reduced |
| WJ Interests, LLC | 1,115 | $554.6K | 0.24% | 00.0% | Unchanged |
| Wealth Advisory Team LLC | 1,118 | $556.0K | 0.52% | +1,118 | New |
| Sicart Associates LLC | 1,122 | $558.1K | 0.20% | +196+21.2% | Added |
| BCGM Wealth Management, LLC | 1,125 | $559.7K | 0.16% | +120+11.9% | Added |
| Hyperion Capital Advisors LP | 1,127 | $560.6K | 0.35% | +120+11.9% | Added |
| Marmo Financial Group, LLC | 1,129 | $561.5K | 0.28% | +51+4.7% | Added |
| Three Cord True Wealth Management, LLC | 1,133 | $563.3K | 0.42% | −105−8.5% | Reduced |
| Sugar Maple Asset Management, LLC | 1,133 | $563.4K | 0.44% | −230−16.9% | Reduced |
| Wexford Capital LP | 1,138 | $566.0K | 0.16% | −535−32.0% | Reduced |
| DC Investments Management, LLC | 1,142 | $568.0K | 0.24% | 00.0% | Unchanged |
| Grantvest Financial Group LLC | 1,145 | $569.7K | 0.42% | −165−12.6% | Reduced |
| Strid Group, LLC | 1,146 | $570.0K | 0.08% | −335−22.6% | Reduced |
| Guardian Wealth Advisors, LLC | 1,147 | $570.8K | 0.34% | −25−2.1% | Reduced |
| Keating Investment Counselors Inc | 1,148 | $571.0K | 0.17% | +53+4.8% | Added |
| Scratch Capital LLC | 1,152 | $573.0K | 0.47% | −143−11.0% | Reduced |
| Retireful, LLC | 1,153 | $573.5K | 0.40% | +1,153 | New |
| Corepath Wealth Partners LLC | 1,152 | $574.7K | 0.48% | +10+0.9% | Added |
| Triune Financial Partners, LLC | 1,156 | $575.1K | 0.16% | −183−13.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 1,157 | $575.5K | 0.17% | +243+26.6% | Added |
| JFG Wealth Management, LLC | 1,160 | $577.1K | 0.12% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 1,176 | $584.8K | 0.33% | −498−29.7% | Reduced |
| GenWealth Group, Inc. | 1,180 | $586.9K | 0.12% | 00.0% | Unchanged |
| Midwestern Financial, LLC | 1,181 | $587.3K | 0.55% | +1,181 | New |
| Brighton Securities Corp. | 1,185 | $589.3K | 0.32% | −372−23.9% | Reduced |
| Latko Wealth Management, Ltd. | 1,185 | $590.0K | 0.33% | +403+51.5% | Added |
| Total Wealth Planning, LLC | 1,189 | $591.5K | 0.07% | +81+7.3% | Added |
| Landmark Wealth Management, LLC | 1,192 | $593.0K | 0.25% | −34−2.8% | Reduced |
| BCU Wealth Advisors, LLC | 1,195 | $594.2K | 0.27% | +1,195 | New |
| BG Investment Services, Inc. | 1,196 | $595.0K | 0.74% | +169+16.5% | Added |
| Omega Financial Group, LLC | 1,198 | $595.8K | 0.21% | +360+43.0% | Added |
| Avos Capital Management, LLC | 1,199 | $596.4K | 0.34% | −421−26.0% | Reduced |
| OLIO Financial Planning | 1,199 | $596.6K | 0.19% | −95−7.3% | Reduced |
| Truefg, LLC | 1,204 | $598.9K | 0.18% | +10+0.8% | Added |
| Ehrlich Financial Group | 1,211 | $602.4K | 0.39% | −13−1.1% | Reduced |
| Beacon Financial Planning, Inc | 1,213 | $603.4K | 0.34% | −8−0.7% | Reduced |
| Principia Wealth Advisory, LLC | 1,219 | $606.3K | 0.51% | +85+7.5% | Added |
| American Financial & Tax Strategies Inc | 1,222 | $607.8K | 0.31% | −34−2.7% | Reduced |
| TCP Asset Management, LLC | 1,223 | $608.3K | 0.12% | −2−0.2% | Reduced |
| Fee-Only Financial Planning, L.C. | 1,226 | $609.8K | 0.38% | 00.0% | Unchanged |
| Poinciana Advisors Group, LLC | 1,231 | $612.3K | 0.55% | +345+38.9% | Added |
| McCarthy Asset Management, Inc. | 1,233 | $613.4K | 0.42% | 00.0% | Unchanged |