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 |
|---|---|---|---|---|---|
| Decker Retirement Planning Inc. | 1,236 | $614.7K | 0.36% | +248+25.1% | Added |
| Guardian Wealth Management, Inc. | 1,245 | $619.3K | 0.41% | +13+1.1% | Added |
| Lowery Thomas, LLC | 1,246 | $619.6K | 0.40% | −100−7.4% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 1,248 | $620.5K | 0.25% | −97−7.2% | Reduced |
| Grand Wealth Management, LLC | 1,248 | $620.6K | 0.32% | −92−6.9% | Reduced |
| DKM Wealth Management, Inc. | 1,274 | $633.5K | 0.55% | −20−1.5% | Reduced |
| Seven Post Investment Office LP | 1,275 | $634.2K | 0.24% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 1,275 | $634.2K | 0.36% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,276 | $634.7K | 0.11% | −5−0.4% | Reduced |
| Foundation Wealth Management, LLC | 1,276 | $634.7K | 0.27% | +20+1.6% | Added |
| Tradewinds, LLC. | 1,279 | $636.1K | 0.48% | −38,399−96.8% | Reduced |
| Merkkuri Wealth Advisors LLC | 1,279 | $636.1K | 0.48% | −148−10.4% | Reduced |
| Aspect Partners, LLC | 1,282 | $637.4K | 0.31% | +336+35.5% | Added |
| Forum Private Client Group LLC | 1,282 | $637.6K | 0.25% | +1+0.1% | Added |
| Maryland Capital Advisors Inc. | 1,283 | $638.2K | 0.25% | +328+34.3% | Added |
| LPWM LLC | 1,294 | $643.7K | 0.19% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 1,295 | $644.0K | 0.17% | −25−1.9% | Reduced |
| Objective Capital Management, LLC | 1,297 | $645.1K | 0.72% | −394−23.3% | Reduced |
| Dynamic Financial Group | 1,303 | $647.9K | 0.62% | +17+1.3% | Added |
| Farringdon Capital, Ltd. | 1,303 | $648.1K | 0.22% | −887−40.5% | Reduced |
| LifeGuide Financial Advisors, LLC | 1,303 | $648.1K | 0.24% | 00.0% | Unchanged |
| Jordan Park Trust Co LLC | 1,303 | $648.1K | 0.60% | +171+15.1% | Added |
| Capital Wealth Management, LLC | 1,304 | $648.6K | 0.24% | 00.0% | Unchanged |
| ONE Advisory Partners, LLC | 1,282 | $648.6K | 0.22% | +510+66.1% | Added |
| Valley Financial Group, Inc. | 1,307 | $650.1K | 0.39% | 00.0% | Unchanged |
| MTM Financial Group, LLC | 1,308 | $650.9K | 0.35% | +81+6.6% | Added |
| Spectrum Investment Advisors, Inc. | 1,313 | $653.0K | 0.38% | +39+3.1% | Added |
| Delta Wealth Advisors LLC | 1,318 | $655.6K | 0.55% | −301−18.6% | Reduced |
| LongView Asset Management LLC | 1,321 | $657.2K | 0.50% | +92+7.5% | Added |
| New Jersey Better Educational Savings Trust | 1,322 | $657.6K | 1.69% | −3,387−71.9% | Reduced |
| Mustico Financial Group, Inc. | 1,257 | $660.4K | 0.66% | +1,257 | New |
| Beacon Wealthcare LLC | 1,330 | $661.6K | 0.25% | +30+2.3% | Added |
| Cornerstone Advisors Asset Management, LLC | 1,330 | $661.6K | 0.13% | +75+6.0% | Added |
| Silver Oak Wealth Advisors Services, LLC | 1,333 | $662.8K | 0.48% | −109−7.6% | Reduced |
| Financial Futures Ltd Liability Co. | 1,333 | $663.0K | 0.36% | −104−7.2% | Reduced |
| Clarity Asset Management, Inc. | 1,333 | $663.0K | 0.40% | +566+73.8% | Added |
| Moody Aldrich Partners LLC | 1,333 | $663.1K | 0.13% | 00.0% | Unchanged |
| Maren Capital LLC | 1,334 | $663.5K | 0.04% | −900−40.3% | Reduced |
| LBJ Family Wealth Advisors, Ltd. | 1,335 | $664.0K | 0.39% | +1+0.1% | Added |
| Monument Group Wealth Advisors, LLC | 1,345 | $669.0K | 0.42% | +424+46.0% | Added |
| SIH Partners, LLLP | 1,347 | $670.0K | 0.06% | +1,347 | New |
| GatePass Capital, LLC | 1,349 | $670.9K | 0.44% | +317+30.7% | Added |
| Ledgewood Wealth Advisors, LLC | 1,349 | $671.0K | 0.42% | 00.0% | Unchanged |
| Tepp RIA, LLC | 1,351 | $672.0K | 0.87% | −255−15.9% | Reduced |
| Alpha Financial Advisors, LLC | 1,357 | $675.0K | 0.26% | +461+51.5% | Added |
| 5T Wealth, LLC | 1,358 | $675.3K | 0.34% | +154+12.8% | Added |
| Seek First Inc. | 1,358 | $675.4K | 0.55% | +20+1.5% | Added |
| Fenimore Asset Management Inc | 1,359 | $675.8K | 0.01% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 1,359 | $676.0K | 0.05% | −1,823−57.3% | Reduced |
| Avalon Advisory Group | 1,359 | $676.0K | 0.29% | −22−1.6% | Reduced |
| Cypress Financial Planning LLC | 1,363 | $678.0K | 0.22% | −281−17.1% | Reduced |
| Next Level Wealth Planning, LLC | 1,363 | $678.2K | 0.43% | −4−0.3% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 1,371 | $681.9K | 0.19% | +9+0.7% | Added |
| JDH Wealth Management, LLC | 1,373 | $682.9K | 0.52% | −254−15.6% | Reduced |
| Signal Tree Financial Partners LLC | 1,377 | $684.9K | 0.59% | +83+6.4% | Added |
| FPC Investment Advisory, Inc. | 1,338 | $685.8K | 0.43% | +48+3.7% | Added |
| Lountzis Asset Management, LLC | 1,382 | $687.4K | 0.24% | 00.0% | Unchanged |
| Genesis Wealth Advisors, LLC | 1,387 | $689.8K | 0.52% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,390 | $691.4K | 0.18% | −5,018−78.3% | Reduced |
| Gutierrez Wealth Advisory, LLC | 1,392 | $692.0K | 0.46% | −390−21.9% | Reduced |
| Family Investment Center, Inc. | 1,395 | $694.0K | 0.16% | +852+156.9% | Added |
| Martin Capital Advisors, LLP | 1,400 | $696.4K | 0.45% | 00.0% | Unchanged |
| Black Swift Group, LLC | 1,400 | $696.4K | 0.14% | +196+16.3% | Added |
| Marathon Strategic Advisors, LLC | 1,401 | $697.1K | 0.65% | +66+4.9% | Added |
| Elm Partners Management LLC | 1,406 | $699.2K | 0.04% | +607+76.0% | Added |
| GEN Financial Management, INC. | 1,408 | $700.4K | 0.57% | −952−40.3% | Reduced |
| Delta Accumulation, LLC | 1,628 | $700.5K | 1.49% | +2+0.1% | Added |
| Schiavi & Co LLC | 1,419 | $706.0K | 0.24% | 00.0% | Unchanged |
| Oceanside Advisors LLC | 1,424 | $708.5K | 0.47% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 1,426 | $709.1K | 0.29% | −22−1.5% | Reduced |
| Capital CS Group, LLC | 1,428 | $710.3K | 1.17% | +864+153.2% | Added |
| Altus Wealth Management, LLC | 1,430 | $711.3K | 0.34% | −1,161−44.8% | Reduced |
| Prism Advisors, Inc. | 1,430 | $711.6K | 0.20% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 1,439 | $715.8K | 0.53% | −55−3.7% | Reduced |
| Financial Connections Group, Inc. | 1,439 | $716.0K | 0.30% | +72+5.3% | Added |
| Anfield Capital Management, LLC | 1,441 | $716.7K | 0.24% | +115+8.7% | Added |
| Waypoint Wealth Partners Inc. | 1,441 | $716.8K | 0.17% | +908+170.4% | Added |
| Donald L. Hagan, LLC | 1,441 | $716.8K | 0.36% | −14−1.0% | Reduced |
| Wealthcare Capital Management LLC | 1,442 | $717.4K | 0.08% | −1,676−53.8% | Reduced |
| Heritage Oak Wealth Advisors LLC | 1,443 | $717.6K | 0.28% | +42+3.0% | Added |
| TKG Advisors, LLC | 1,443 | $717.8K | 0.32% | −14−1.0% | Reduced |
| Core Wealth Management, Inc. | 1,444 | $718.3K | 0.25% | −146−9.2% | Reduced |
| Quest 10 Wealth Builders, Inc. | 1,450 | $721.4K | 0.70% | +67+4.8% | Added |
| Dynamic Wealth Strategies, LLC | 1,454 | $723.2K | 0.52% | −17−1.2% | Reduced |
| Axiom Financial Strategies, LLC | 1,455 | $723.7K | 0.40% | −1,169−44.6% | Reduced |
| Youngs Advisory Group, Inc. | 1,458 | $726.0K | 0.28% | −964−39.8% | Reduced |
| Ramiah Investment Group | 1,460 | $726.2K | 0.78% | +1,460 | New |
| Waller Financial Planning Group, Inc | 1,461 | $726.6K | 0.18% | −362−19.9% | Reduced |
| Briaud Financial Planning, Inc | 1,461 | $727.0K | 0.29% | +90+6.6% | Added |
| Clear Point Advisors Inc. | 1,434 | $728.3K | 0.61% | +31+2.2% | Added |
| Compass Advisory Group LLC | 1,470 | $731.2K | 0.23% | +72+5.2% | Added |
| Red Crane Wealth Management, LLC | 1,471 | $731.7K | 0.67% | +56+4.0% | Added |
| Tuttle Tactical Management | 1,472 | $732.2K | 3.03% | +192+15.0% | Added |
| Sims Investment Management, LLC | 1,484 | $738.2K | 0.30% | −20−1.3% | Reduced |
| Valued Wealth Advisors LLC | 1,489 | $740.5K | 0.39% | +28+1.9% | Added |
| Climber Capital SA | 1,504 | $744.0K | 0.48% | +4+0.3% | Added |
| Fox Run Management, L.L.C. | 1,498 | $745.1K | 0.12% | +370+32.8% | Added |
| NFC Investments, LLC | 1,500 | $746.0K | 0.21% | 00.0% | Unchanged |
| Carlson Capital L P | 1,500 | $746.1K | 0.42% | +1,500 | New |
| Strategic Planning, Inc. | 1,500 | $746.4K | 0.45% | −75−4.8% | Reduced |