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 |
|---|---|---|---|---|---|
| Coco Enterprises, LLC | 1,803 | $896.8K | 0.52% | +133+8.0% | Added |
| ESL Trust Services, LLC | 1,806 | $898.3K | 0.18% | −66−3.5% | Reduced |
| Galibier Capital Management Ltd. | 1,808 | $899.3K | 0.27% | 00.0% | Unchanged |
| Allie Family Office LLC | 1,811 | $904.2K | 0.45% | −850−31.9% | Reduced |
| Two Sigma Securities, LLC | 1,819 | $904.8K | 0.11% | +1,819 | New |
| Harbor Group, Inc. | 1,824 | $907.3K | 0.16% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 1,824 | $907.4K | 0.40% | −1,486−44.9% | Reduced |
| Baron Financial Group, LLC | 1,825 | $908.0K | 0.53% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,828 | $909.2K | 0.17% | +211+13.0% | Added |
| DBK Financial Counsel, LLC | 1,830 | $910.3K | 0.82% | +2+0.1% | Added |
| DHJJ Financial Advisors, Ltd. | 1,830 | $910.4K | 0.33% | +196+12.0% | Added |
| Caitlin John, LLC | 1,832 | $911.6K | 0.83% | −295−13.9% | Reduced |
| Dodds Wealth, LLC | 1,833 | $911.9K | 0.24% | +25+1.4% | Added |
| TT Capital Management LLC | 1,833 | $912.1K | 0.74% | +275+17.7% | Added |
| Forbes Financial Planning, Inc. | 1,835 | $912.7K | 0.62% | 00.0% | Unchanged |
| Opulen Financial Group LLC | 1,836 | $913.4K | 0.75% | +489+36.3% | Added |
| Prospera Capital Management, LLC | 1,844 | $917.1K | 0.51% | +168+10.0% | Added |
| Tull Financial Group, Inc. | 1,846 | $918.0K | 0.42% | +246+15.4% | Added |
| Parkshore Wealth Management, Inc. | 1,846 | $918.3K | 0.45% | −35−1.9% | Reduced |
| Compton Financial Group, LLC | 1,847 | $918.6K | 0.24% | +1+0.1% | Added |
| Napa Wealth Management | 1,851 | $920.6K | 0.44% | −37−2.0% | Reduced |
| Whitcomb & Hess, Inc. | 1,855 | $922.6K | 0.26% | −48−2.5% | Reduced |
| Collaborative Wealth Managment Inc. | 1,858 | $924.1K | 0.40% | +10+0.5% | Added |
| Capasso Planning Partners LLC | 1,859 | $924.8K | 0.52% | −2,360−55.9% | Reduced |
| Bluestem Financial Advisors, LLC | 1,867 | $928.6K | 0.40% | −435−18.9% | Reduced |
| Stage Harbor Financial, LLC | 1,867 | $928.7K | 0.75% | −262−12.3% | Reduced |
| Centerline Wealth Advisors, LLC | 1,867 | $928.7K | 0.46% | −4−0.2% | Reduced |
| O'Brien Wealth Partners LLC | 1,869 | $929.5K | 0.15% | −426−18.6% | Reduced |
| AdviceOne Advisory Services, LLC | 1,869 | $929.7K | 0.69% | +200+12.0% | Added |
| Siligmueller & Norvid Wealth Advisors LLC | 1,842 | $931.5K | 0.36% | 00.0% | Unchanged |
| Cypress Capital Advisors, LLC | 1,873 | $931.6K | 0.58% | +57+3.1% | Added |
| Allen Wealth Management, LLC | 1,874 | $932.1K | 0.65% | −74−3.8% | Reduced |
| Investment Counsel Co of Nevada | 1,875 | $932.7K | 1.91% | +1+0.1% | Added |
| Capital Wealth Alliance, LLC | 1,877 | $933.6K | 0.50% | +1+0.1% | Added |
| Uptown Financial Advisors LLC | 1,879 | $934.6K | 0.87% | +2+0.1% | Added |
| Transce3nd, LLC | 1,878 | $934.7K | 0.39% | −150−7.4% | Reduced |
| Letson Investment Management, Inc. | 1,883 | $936.6K | 0.37% | 00.0% | Unchanged |
| DHK Financial Advisors, Inc. | 1,885 | $937.5K | 0.54% | −23−1.2% | Reduced |
| MontVue Capital Management, Inc. | 1,889 | $939.6K | 0.67% | 00.0% | Unchanged |
| Foundry Financial Group, Inc. | 1,894 | $942.1K | 0.54% | +94+5.2% | Added |
| Thomas Story & Son LLC | 1,895 | $942.6K | 0.36% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 1,899 | $944.6K | 0.63% | +13+0.7% | Added |
| Kathleen S. Wright Associates Inc. | 1,903 | $946.6K | 0.37% | 00.0% | Unchanged |
| Kahn Brothers Group Inc | 1,905 | $947.6K | 0.19% | +66+3.6% | Added |
| Wingate Wealth Advisors, Inc. | 1,908 | $949.1K | 0.85% | +127+7.1% | Added |
| Fund Evaluation Group, LLC | 1,911 | $950.6K | 0.04% | +1,911 | New |
| PFS Partners, LLC | 1,911 | $950.7K | 0.48% | +227+13.5% | Added |
| A&I Financial Services, LLC | 1,912 | $951.0K | 0.54% | +17+0.9% | Added |
| Ruedi Wealth Management, Inc. | 1,914 | $951.9K | 0.28% | 00.0% | Unchanged |
| ARK & TLK Investments, LLC | 1,915 | $952.4K | 0.31% | −518−21.3% | Reduced |
| Harbor Asset Planning, Inc. | 1,919 | $954.2K | 0.91% | +1,919 | New |
| Cresta Advisors, Ltd. | 1,922 | $956.0K | 0.47% | −1,600−45.4% | Reduced |
| Compass Planning Associates Inc | 1,925 | $957.5K | 0.88% | +3+0.2% | Added |
| Evolution Wealth Management Inc. | 1,930 | $960.1K | 1.18% | +1,930 | New |
| Beckerman Institutional, LLC | 1,936 | $963.0K | 0.64% | +42+2.2% | Added |
| Vermillion Wealth Management, Inc. | 1,938 | $964.1K | 0.46% | +82+4.4% | Added |
| Puff Wealth Management, LLC | 1,942 | $965.9K | 1.57% | −84−4.1% | Reduced |
| Ceera Investments, LLC | 1,944 | $966.9K | 0.30% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,945 | $967.6K | 0.66% | −48−2.4% | Reduced |
| Quarry LP | 1,955 | $972.4K | 0.22% | +246+14.4% | Added |
| Alpha DNA Investment Management LLC | 1,957 | $973.4K | 18.53% | +114+6.2% | Added |
| Sierra Summit Advisors LLC | 1,965 | $977.4K | 0.17% | −867−30.6% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 1,966 | $977.9K | 0.94% | +325+19.8% | Added |
| DDFG, Inc | 1,967 | $978.3K | 0.25% | −486−19.8% | Reduced |
| Summit Investment Advisors, Inc. | 1,870 | $979.9K | 0.81% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 1,972 | $980.9K | 0.75% | +23+1.2% | Added |
| Golden Road Advisors LLC | 1,975 | $982.4K | 0.65% | −801−28.9% | Reduced |
| Axis Wealth Partners, LLC | 1,980 | $984.9K | 0.65% | −5−0.3% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 1,985 | $987.4K | 0.25% | +3+0.2% | Added |
| Kaufman Rossin Wealth, LLC | 1,985 | $987.5K | 0.63% | −713−26.4% | Reduced |
| Carbahal Olsen Financial Services Group, LLC | 1,990 | $989.6K | 0.84% | −21−1.0% | Reduced |
| Horizon Family Wealth, Inc. | 1,990 | $990.1K | 0.60% | +6+0.3% | Added |
| Axecap Investments, LLC | 1,993 | $991.3K | 0.65% | −366−15.5% | Reduced |
| Keystone Global Partners, LLC | 1,994 | $992.2K | 0.54% | 00.0% | Unchanged |
| Corecam Pte. Ltd. | 2,000 | $994.8K | 0.56% | −28,010−93.3% | Reduced |
| BOCHK Asset Management Ltd | 2,000 | $994.8K | 0.29% | +1,000+100.0% | Added |
| Investment Planning Advisors, Inc. | 2,001 | $995.5K | 0.35% | +1,199+149.5% | Added |
| Martel Wealth Advisors Inc | 2,003 | $996.4K | 0.18% | −46−2.2% | Reduced |
| Aventus Investment Advisors, Inc. | 2,004 | $996.8K | 0.90% | +2,004 | New |
| Grey Fox Wealth Advisors, LLC | 2,018 | $1.00M | 0.24% | −5−0.2% | Reduced |
| Magnetar Financial LLC | 2,019 | $1.00M | 0.00% | −1,089−35.0% | Reduced |
| Blue Capital, Inc. | 2,019 | $1.00M | 0.71% | +2,019 | New |
| Kingdom Financial Group LLC. | 2,023 | $1.01M | 0.88% | +764+60.7% | Added |
| Copia Wealth Management | 2,030 | $1.01M | 0.85% | −26−1.3% | Reduced |
| Dupree Financial Group, LLC | 2,033 | $1.01M | 0.40% | +413+25.5% | Added |
| Burrus Financial Services, Inc. | 2,034 | $1.01M | 0.48% | +3+0.1% | Added |
| Hunter Perkins Capital Management, LLC | 2,035 | $1.01M | 0.24% | 00.0% | Unchanged |
| Verisail Partners, LLC | 2,035 | $1.01M | 0.43% | +165+8.8% | Added |
| Martin Investment Management, LLC | 2,037 | $1.01M | 0.26% | +100+5.2% | Added |
| Hoya Capital Real Estate, LLC | 2,044 | $1.02M | 19.32% | 00.0% | Unchanged |
| Eaton-Cambridge Inc. | 2,049 | $1.02M | 0.38% | +123+6.4% | Added |
| Farnam Financial LLC | 2,050 | $1.02M | 0.92% | +368+21.9% | Added |
| BetterWealth, LLC | 2,053 | $1.02M | 0.26% | −26−1.3% | Reduced |
| Passive Capital Management, LLC. | 2,076 | $1.02M | 0.32% | −150−6.7% | Reduced |
| Oak Wealth Advisors LLC | 2,058 | $1.02M | 0.66% | −11−0.5% | Reduced |
| Family Wealth Group, LLC | 2,062 | $1.03M | 0.78% | +2,062 | New |
| Compass Financial Services Inc | 2,066 | $1.03M | 0.50% | +117+6.0% | Added |
| One River Asset Management, LLC | 2,072 | $1.03M | 4.02% | −15,753−88.4% | Reduced |
| Ardent Capital Management, Inc. | 2,067 | $1.03M | 0.49% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 2,068 | $1.03M | 0.63% | +350+20.4% | Added |