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 |
|---|---|---|---|---|---|
| Lifestyle Asset Management, Inc. | 2,068 | $1.03M | 0.48% | −18−0.9% | Reduced |
| Brickley Wealth Management | 2,069 | $1.03M | 0.20% | +25+1.2% | Added |
| Sage Financial Management Group, Inc. | 2,071 | $1.03M | 0.36% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 2,082 | $1.04M | 0.87% | 00.0% | Unchanged |
| FreeGulliver LLC | 2,089 | $1.04M | 0.48% | −434−17.2% | Reduced |
| Plotkin Financial Advisors, LLC | 2,089 | $1.04M | 0.57% | +121+6.1% | Added |
| Mason Investment Advisory Services, Inc. | 2,091 | $1.04M | 0.06% | +10.0% | Added |
| BWM Planning, LLC | 2,092 | $1.04M | 0.36% | +107+5.4% | Added |
| Disciplined Investments, LLC | 2,095 | $1.04M | 0.44% | −9−0.4% | Reduced |
| Sharper & Granite LLC | 2,124 | $1.04M | 0.40% | +240+12.7% | Added |
| MA Private Wealth | 2,099 | $1.04M | 0.19% | −97−4.4% | Reduced |
| Thompson Davis & Co., Inc. | 2,099 | $1.04M | 0.71% | −23−1.1% | Reduced |
| Darrow Company, Inc. | 2,106 | $1.05M | 0.53% | −4−0.2% | Reduced |
| Elevate Wealth Advisory, Inc | 2,112 | $1.05M | 0.75% | +125+6.3% | Added |
| Windsor Advisory Group, LLC | 2,122 | $1.06M | 1.50% | +91+4.5% | Added |
| Custos Family Office, LLC | 2,125 | $1.06M | 0.34% | +631+42.2% | Added |
| Entruity Wealth, LLC | 2,132 | $1.06M | 0.90% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 2,136 | $1.06M | 0.99% | +336+18.7% | Added |
| ForthRight Wealth Management, LLC | 2,142 | $1.07M | 0.33% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 2,142 | $1.07M | 0.40% | +88+4.3% | Added |
| Legacy Solutions, LLC | 2,146 | $1.07M | 1.02% | +301+16.3% | Added |
| Asset Allocation & Management Company, LLC | 2,150 | $1.07M | 0.49% | +650+43.3% | Added |
| CMT Capital Markets Trading GmbH | 2,150 | $1.07M | 0.51% | +2,150 | New |
| IAG Wealth Partners, LLC | 2,153 | $1.07M | 0.14% | +105+5.1% | Added |
| Summit Financial Consulting LLC | 2,158 | $1.07M | 0.96% | −82−3.7% | Reduced |
| Manuka Financial, LLC | 2,165 | $1.08M | 0.59% | +214+11.0% | Added |
| Long Island Wealth Management, Inc. | 2,177 | $1.08M | 0.56% | +159+7.9% | Added |
| Shakespeare Wealth Management, Inc. | 2,182 | $1.09M | 0.29% | +285+15.0% | Added |
| Bryant Woods Investment Advisors, LLC | 2,183 | $1.09M | 0.47% | +37+1.7% | Added |
| Cedar Point Capital Partners, LLC | 2,185 | $1.09M | 0.77% | −232−9.6% | Reduced |
| Auour Investments LLC | 2,193 | $1.09M | 0.37% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 2,196 | $1.09M | 0.79% | +15+0.7% | Added |
| Burk Holdings LLC | 2,201 | $1.09M | 0.69% | −2−0.1% | Reduced |
| Chico Wealth RIA | 2,209 | $1.10M | 0.87% | +126+6.0% | Added |
| Horrell Capital Management, Inc. | 2,211 | $1.10M | 0.45% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 2,214 | $1.10M | 0.17% | −14−0.6% | Reduced |
| Investment Management Corp | 2,216 | $1.10M | 1.00% | +22+1.0% | Added |
| Hughes Financial Services, LLC | 2,103 | $1.10M | 0.19% | +54+2.6% | Added |
| Valpey Financial Services, LLC | 2,222 | $1.11M | 0.76% | +2,222 | New |
| HRC Wealth Management, LLC | 2,224 | $1.11M | 0.59% | +190+9.3% | Added |
| Binnacle Investments Inc | 2,228 | $1.11M | 0.72% | +108+5.1% | Added |
| Curio Wealth, LLC | 2,231 | $1.11M | 0.49% | +2,223+27,787.5% | Added |
| CBIZ Investment Advisory Services, LLC | 2,234 | $1.11M | 0.05% | +217+10.8% | Added |
| Innovator Capital Management, LLC | 2,240 | $1.11M | 17.12% | −7−0.3% | Reduced |
| Financial Symmetry Inc | 2,243 | $1.12M | 0.58% | −8−0.4% | Reduced |
| Arnhold LLC | 2,250 | $1.12M | 0.10% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 2,252 | $1.12M | 0.21% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 2,253 | $1.12M | 0.78% | +194+9.4% | Added |
| Kendall Capital Management | 2,260 | $1.12M | 0.30% | +29+1.3% | Added |
| Presper Financial Architects, LLC | 2,262 | $1.13M | 0.84% | +2,262 | New |
| Wheelhouse Advisory Group LLC | 2,268 | $1.13M | 0.56% | +354+18.5% | Added |
| Carmel Capital Partners, LLC | 2,271 | $1.13M | 0.40% | +492+27.7% | Added |
| Websterrogers Financial Advisors, LLC | 2,281 | $1.13M | 0.36% | 00.0% | Unchanged |
| Wealth Group Ltd | 2,286 | $1.14M | 0.29% | −18−0.8% | Reduced |
| BlueStem Wealth Partners, LLC | 2,290 | $1.14M | 0.14% | +513+28.9% | Added |
| ArrowMark Colorado Holdings LLC | 2,290 | $1.14M | 0.02% | 00.0% | Unchanged |
| Real Talk Capital, LLC | 2,291 | $1.14M | 1.37% | +10.0% | Added |
| Matrix Private Capital Group LLC | 2,298 | $1.14M | 0.67% | −865−27.3% | Reduced |
| Hel Ved Capital Management Ltd | 2,300 | $1.14M | 0.51% | +2,300 | New |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 2,303 | $1.15M | 0.04% | +316+15.9% | Added |
| Alternative Investment Advisors, LLC. | 2,303 | $1.15M | 0.57% | −171−6.9% | Reduced |
| Joule Financial, LLC | 2,306 | $1.15M | 0.37% | −33−1.4% | Reduced |
| McMill Wealth Management | 2,304 | $1.15M | 0.38% | +41+1.8% | Added |
| McMorgan & Co LLC | 2,311 | $1.15M | 0.17% | +370+19.1% | Added |
| Trellis Wealth Advisors LLC | 2,315 | $1.15M | 0.50% | 00.0% | Unchanged |
| Stanich Group LLC | 2,292 | $1.15M | 1.03% | −10.0% | Reduced |
| Persium Advisors, LLC | 2,321 | $1.15M | 0.96% | −32−1.4% | Reduced |
| Lauterbach Financial Advisors, LLC | 2,322 | $1.16M | 0.64% | −315−11.9% | Reduced |
| Great Oak Capital Partners, LLC | 2,298 | $1.16M | 0.33% | +21+0.9% | Added |
| Juncture Wealth Strategies, LLC | 2,327 | $1.16M | 0.41% | −78−3.2% | Reduced |
| Balanced Wealth Group LLC | 2,177 | $1.16M | 0.50% | +38+1.8% | Added |
| Wilkins Miller Wealth Management, LLC | 2,336 | $1.16M | 0.79% | −173−6.9% | Reduced |
| Lighthouse Wealth Management Inc. | 2,337 | $1.16M | 1.01% | +91+4.1% | Added |
| Graney & King, LLC | 2,339 | $1.16M | 0.78% | +42+1.8% | Added |
| Northwest Financial Advisors | 2,340 | $1.16M | 1.62% | −14,930−86.5% | Reduced |
| RiverGlades Family Offices LLC | 2,340 | $1.16M | 0.76% | +40+1.7% | Added |
| Wealthstar Advisors, LLC | 2,345 | $1.17M | 0.44% | −4−0.2% | Reduced |
| Fortress Financial Solutions, LLC | 2,351 | $1.17M | 1.47% | +92+4.1% | Added |
| West Chester Capital Advisors, Inc | 2,352 | $1.17M | 0.58% | −18−0.8% | Reduced |
| True Link Financial Advisors, LLC | 2,353 | $1.17M | 0.08% | −9−0.4% | Reduced |
| Dahring | Cusmano LLC | 2,361 | $1.17M | 0.92% | +6+0.3% | Added |
| Wrenne Financial Planning LLC | 2,366 | $1.18M | 0.55% | +24+1.0% | Added |
| Capstone Wealth Management, LLC | 2,384 | $1.19M | 1.04% | −16−0.7% | Reduced |
| America First Investment Advisors, LLC | 2,386 | $1.19M | 0.24% | −96−3.9% | Reduced |
| Wealth Forward, LLC | 2,393 | $1.19M | 0.80% | +231+10.7% | Added |
| Sound Stewardship, LLC | 2,393 | $1.19M | 0.61% | 00.0% | Unchanged |
| QVR LLC | 2,394 | $1.19M | 1.20% | +2,394 | New |
| REAP Financial Group, LLC | 2,396 | $1.19M | 0.28% | +479+25.0% | Added |
| Orin Green Financial, LLC | 2,401 | $1.19M | 0.51% | +265+12.4% | Added |
| CMC Financial Group | 2,409 | $1.20M | 2.74% | −17−0.7% | Reduced |
| Meredith Wealth Planning | 2,409 | $1.20M | 0.44% | +10+0.4% | Added |
| Emergent Wealth Advisors, LLC | 2,411 | $1.20M | 0.77% | +22+0.9% | Added |
| HMV Wealth Advisors, LLC | 2,412 | $1.20M | 0.79% | −1,553−39.2% | Reduced |
| Cypress Capital Management LLC (WY) | 2,412 | $1.20M | 1.30% | −64−2.6% | Reduced |
| Retirement Planning Group, LLC | 2,415 | $1.20M | 1.06% | +916+61.1% | Added |
| AAFCPAs Wealth Management, LLC | 2,416 | $1.20M | 0.55% | +517+27.2% | Added |
| Fortis Advisors, LLC | 2,424 | $1.21M | 0.77% | −153−5.9% | Reduced |
| Axim Planning & Wealth | 2,424 | $1.21M | 1.10% | +63+2.7% | Added |
| Advantage Trust Co | 2,428 | $1.21M | 0.59% | +700+40.5% | Added |
| Jentner Corp | 2,430 | $1.21M | 0.32% | +270+12.5% | Added |