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 |
|---|---|---|---|---|---|
| Graham Capital Wealth Management, LLC | 1,503 | $747.6K | 0.83% | +187+14.2% | Added |
| Bull Oak Capital, LLC | 1,505 | $748.6K | 0.34% | −1−0.1% | Reduced |
| Kitching Partners, LLC | 1,505 | $748.6K | 0.76% | +114+8.2% | Added |
| Tanglewood Wealth Management, Inc. | 1,506 | $749.1K | 0.07% | −38−2.5% | Reduced |
| Navis Wealth Advisors, LLC | 1,509 | $750.5K | 0.63% | +35+2.4% | Added |
| New England Capital Financial Advisors LLC | 1,510 | $751.2K | 0.34% | +58+4.0% | Added |
| BCM Advisors, LLC | 1,467 | $751.9K | 0.16% | 00.0% | Unchanged |
| New Perspectives, Inc | 1,520 | $756.0K | 0.37% | +1+0.1% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,527 | $759.7K | 0.26% | +2+0.1% | Added |
| Boston Standard Wealth Management, LLC | 1,535 | $763.0K | 0.14% | +163+11.9% | Added |
| IMG Wealth Management, Inc. | 1,537 | $764.5K | 0.59% | +329+27.2% | Added |
| Sippican Capital Advisors | 1,538 | $765.0K | 0.56% | 00.0% | Unchanged |
| Higgins & Schmidt Wealth Strategies LLC | 1,540 | $765.9K | 0.42% | +15+1.0% | Added |
| Tobam | 1,544 | $768.0K | 0.30% | −179−10.4% | Reduced |
| EnRich Financial Partners LLC | 1,545 | $768.4K | 0.24% | +76+5.2% | Added |
| Valley Forge Investment Consultants Inc Adv | 1,548 | $770.0K | 0.25% | +120+8.4% | Added |
| Kaye Capital Management | 1,556 | $774.1K | 0.30% | −48−3.0% | Reduced |
| Arcadia Wealth Management, LLC | 1,559 | $775.2K | 0.34% | −423−21.3% | Reduced |
| Centiva Capital, LP | 1,562 | $777.0K | 0.05% | −1,352−46.4% | Reduced |
| Foronjy Financial LLC | 1,565 | $778.2K | 0.36% | +1,565 | New |
| Threadgill Financial, LLC | 1,565 | $778.4K | 0.42% | +19+1.2% | Added |
| Israel Discount Bank of New York | 1,574 | $782.9K | 2.97% | −304−16.2% | Reduced |
| Lauer Wealth, LLC | 1,505 | $785.3K | 0.66% | −817−35.2% | Reduced |
| L.K. Benson & Company, P.C. | 1,592 | $791.9K | 0.49% | 00.0% | Unchanged |
| Pinnacle Financial Group, LLC | 1,595 | $793.3K | 0.27% | +417+35.4% | Added |
| Comprehensive Money Management Services LLC | 1,595 | $793.4K | 0.60% | −60−3.6% | Reduced |
| Alamar Capital Management, LLC | 1,595 | $793.5K | 0.43% | 00.0% | Unchanged |
| Arcadia Wealth Management, Inc. | 1,596 | $793.6K | 0.54% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 1,597 | $794.1K | 0.41% | +1+0.1% | Added |
| Knott David M Jr | 1,600 | $795.9K | 0.36% | 00.0% | Unchanged |
| Kilter Group LLC | 1,602 | $796.7K | 0.36% | +3+0.2% | Added |
| Howard Hughes Medical Institute | 1,611 | $801.3K | 0.32% | +1,611 | New |
| MPWM Advisory Solutions, LLC | 1,615 | $803.1K | 0.51% | −358−18.1% | Reduced |
| Midwest Financial Network, LLC | 1,617 | $804.4K | 0.80% | +1,078+200.0% | Added |
| Cypress Point Wealth Management, LLC | 1,618 | $804.8K | 0.20% | +75+4.9% | Added |
| Luminvest Wealth Management LLC | 1,631 | $811.1K | 0.29% | +1+0.1% | Added |
| Nikko Asset Management Americas, Inc. | 1,634 | $812.3K | 0.01% | −37,251−95.8% | Reduced |
| GoalFusion Wealth Management, LLC | 1,634 | $812.7K | 0.42% | −52−3.1% | Reduced |
| PVG Asset Management Corp | 1,636 | $813.8K | 2.77% | +324+24.7% | Added |
| BlueSky Wealth Advisors, LLC | 1,638 | $814.6K | 0.12% | −755−31.6% | Reduced |
| Trace Wealth Advisors, LLC | 1,638 | $814.8K | 0.67% | −900−35.5% | Reduced |
| Sara-Bay Financial | 1,639 | $815.3K | 0.29% | −32−1.9% | Reduced |
| Cobblestone Asset Management LLC | 1,645 | $818.2K | 0.43% | +98+6.3% | Added |
| High Probability Advisors, LLC | 1,648 | $819.7K | 0.12% | +3+0.2% | Added |
| Maxele Advisors, LLC | 1,648 | $819.8K | 0.72% | +134+8.9% | Added |
| Base Wealth Management LLC | 1,656 | $823.5K | 0.53% | −37−2.2% | Reduced |
| HFG Advisors, Inc. | 1,658 | $824.7K | 0.65% | −15−0.9% | Reduced |
| Woodside Wealth Management LLC | 1,665 | $828.2K | 0.71% | 00.0% | Unchanged |
| Capstone Capital Wealth Advisors | 1,667 | $829.2K | 0.60% | −51−3.0% | Reduced |
| Joel Adams & Associates, Inc. | 1,670 | $830.8K | 0.74% | −38−2.2% | Reduced |
| RTD Financial Advisors, Inc. | 1,672 | $831.8K | 0.11% | −269−13.9% | Reduced |
| TL Private Wealth | 1,672 | $832.2K | 0.35% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 1,674 | $832.7K | 0.29% | −109−6.1% | Reduced |
| Bruce G. Allen Investments, LLC | 1,688 | $839.5K | 0.64% | −39−2.3% | Reduced |
| Swan Global Investments, LLC | 1,688 | $839.6K | 0.04% | +297+21.4% | Added |
| St. Louis Trust Co | 1,694 | $842.6K | 0.11% | 00.0% | Unchanged |
| Arkansas Financial Group, Inc. | 1,698 | $844.6K | 0.13% | +60+3.7% | Added |
| Karpus Management, Inc. | 1,700 | $845.6K | 0.03% | 00.0% | Unchanged |
| Politan Capital Management LP | 1,701 | $846.1K | 0.06% | +1,701 | New |
| LifeGoal Wealth Advisors | 1,702 | $846.7K | 0.80% | +333+24.3% | Added |
| Clark Wealth Partners | 1,707 | $849.2K | 0.57% | +198+13.1% | Added |
| Strategent Financial, LLC | 1,709 | $850.1K | 0.66% | −110−6.0% | Reduced |
| Avant Capital LLC | 1,710 | $850.8K | 0.66% | +565+49.3% | Added |
| Global Wealth Management, LLC | 1,701 | $855.7K | 0.47% | +3+0.2% | Added |
| LGL Partners, LLC | 1,646 | $857.1K | 0.38% | −123−7.0% | Reduced |
| Holos Integrated Wealth LLC | 1,649 | $860.8K | 0.52% | −81−4.7% | Reduced |
| Penney Financial, LLC | 1,736 | $863.5K | 0.44% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 1,695 | $865.0K | 0.13% | +1,695 | New |
| Total Investment Management Inc | 1,741 | $866.0K | 0.13% | +30+1.8% | Added |
| KMT Wealth Management, LLC | 1,744 | $867.5K | 0.51% | 00.0% | Unchanged |
| VanderPol Investments L.L.C. | 1,746 | $868.5K | 1.82% | −51−2.8% | Reduced |
| Shared Vision Wealth Group LLC | 1,630 | $869.7K | 0.43% | +2+0.1% | Added |
| Bennett Associates Wealth Management | 1,749 | $870.0K | 0.67% | −303−14.8% | Reduced |
| XY Planning Network, Inc. | 1,754 | $872.2K | 0.30% | +1,045+147.4% | Added |
| Weinberger Asset Management, Inc | 1,757 | $873.9K | 0.34% | +205+13.2% | Added |
| ShankerValleau Wealth Advisors, Inc. | 1,757 | $873.9K | 0.25% | 00.0% | Unchanged |
| NCP Inc. | 1,757 | $874.1K | 0.82% | −56−3.1% | Reduced |
| Rolek Wealth Management LLC | 1,761 | $875.9K | 0.76% | +26+1.5% | Added |
| Entrewealth, LLC | 1,761 | $876.1K | 0.61% | +15+0.9% | Added |
| Note Advisors, LLC | 1,762 | $876.7K | 0.61% | −84−4.6% | Reduced |
| Fairman Group, LLC | 1,773 | $881.8K | 0.73% | −12−0.7% | Reduced |
| Sequent Asset Management, LLC | 1,775 | $882.9K | 0.71% | −90−4.8% | Reduced |
| CGC Financial Services, LLC | 1,776 | $883.4K | 0.30% | −173−8.9% | Reduced |
| Charter Capital Management, LLC | 1,779 | $884.6K | 0.52% | +1,779 | New |
| Jim Saulnier & Associates, LLC | 1,780 | $885.5K | 0.60% | +66+3.9% | Added |
| Synergy Investment Management, LLC | 1,780 | $885.6K | 0.53% | −39−2.1% | Reduced |
| Cornerstone Financial Group, LLC | 1,781 | $886.1K | 0.75% | +5+0.3% | Added |
| Compass Financial Group, Inc. | 1,784 | $887.4K | 0.44% | 00.0% | Unchanged |
| Sollinda Capital Management LLC | 1,784 | $887.4K | 0.23% | +179+11.2% | Added |
| Essential Partners LLC | 1,785 | $887.9K | 0.35% | +1,785 | New |
| Riverchase Wealth Management, LLC | 1,785 | $888.1K | 0.56% | 00.0% | Unchanged |
| Divergent Planning, LLC | 1,806 | $888.5K | 0.26% | −110−5.7% | Reduced |
| ETF Portfolio Partners, Inc. | 1,789 | $889.9K | 0.25% | 00.0% | Unchanged |
| FIDELIS iM, LLC | 1,789 | $890.0K | 0.40% | +3+0.2% | Added |
| Enzi Wealth | 1,771 | $891.4K | 0.33% | +3+0.2% | Added |
| Family Office Research LLC | 1,792 | $891.7K | 0.42% | +33+1.9% | Added |
| Chicago Wealth Management, Inc. | 1,793 | $892.0K | 0.43% | −406−18.5% | Reduced |
| PTM Wealth Management, LLC | 1,795 | $895.4K | 0.59% | +531+42.0% | Added |
| Mid-American Wealth Advisory Group, Inc. | 1,802 | $896.3K | 0.43% | +378+26.5% | Added |
| Kure Advisory, LLC | 1,802 | $896.5K | 0.59% | +110+6.5% | Added |