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; 6,248 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 | 6,248 | $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 |
|---|---|---|---|---|---|
| Hill Investment Group Partners, LLC | 2,432 | $1.21M | 0.16% | +112+4.8% | Added |
| Timonier Family Office, LTD. | 2,434 | $1.21M | 0.45% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 2,447 | $1.22M | 0.50% | −25−1.0% | Reduced |
| Caerus Investment Advisors, LLC | 2,449 | $1.22M | 1.16% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 2,450 | $1.22M | 1.31% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 2,451 | $1.22M | 0.54% | +46+1.9% | Added |
| Raffa Wealth Management, LLC | 2,452 | $1.22M | 0.24% | +383+18.5% | Added |
| Stewardship Advisors, LLC | 2,454 | $1.22M | 0.31% | −262−9.6% | Reduced |
| TAGStone Capital, Inc. | 2,345 | $1.22M | 0.51% | +202+9.4% | Added |
| Provident Wealth Management, LLC | 2,463 | $1.23M | 0.40% | −251−9.2% | Reduced |
| Insight Wealth Partners, LLC | 2,464 | $1.23M | 0.68% | +214+9.5% | Added |
| Stephens Investment Management Group LLC | 2,465 | $1.23M | 0.02% | −59−2.3% | Reduced |
| Hanlon Investment Management, Inc. | 2,466 | $1.23M | 0.88% | −2,087−45.8% | Reduced |
| V2 Financial group LLC | 2,468 | $1.23M | 0.74% | +25+1.0% | Added |
| Kickstand Ventures, LLC. | 2,470 | $1.23M | 0.29% | −6−0.2% | Reduced |
| Lloyd Advisory Services, LLC. | 2,470 | $1.23M | 0.59% | +142+6.1% | Added |
| WorthPointe, LLC | 2,477 | $1.23M | 0.52% | −672−21.3% | Reduced |
| Mullaney, Keating & Wright, Inc. | 2,478 | $1.23M | 0.81% | −20−0.8% | Reduced |
| Brooklyn FI, LLC | 2,481 | $1.23M | 0.32% | +1,327+115.0% | Added |
| Family Legacy Financial Solutions, LLC | 2,481 | $1.23M | 1.05% | +2,481 | New |
| TPG Financial Advisors, LLC | 2,482 | $1.23M | 0.49% | +32+1.3% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 2,485 | $1.24M | 0.49% | +219+9.7% | Added |
| BIT Capital GmbH | 2,493 | $1.24M | 0.08% | −169−6.3% | Reduced |
| Michels Family Financial, LLC | 2,494 | $1.24M | 1.06% | −52−2.0% | Reduced |
| Morton Brown Family Wealth, LLC | 2,496 | $1.24M | 0.38% | 00.0% | Unchanged |
| O'Connor Financial Group LLC | 2,490 | $1.24M | 0.55% | +213+9.4% | Added |
| Gallacher Capital Management LLC | 2,502 | $1.24M | 0.58% | −484−16.2% | Reduced |
| Freedom Financial Partners LLC | 2,503 | $1.25M | 0.52% | −11−0.4% | Reduced |
| Blue Oak Capital, LLC | 2,505 | $1.25M | 0.65% | −20−0.8% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,506 | $1.25M | 0.28% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 2,517 | $1.25M | 0.36% | +408+19.3% | Added |
| Wealth Management Strategies, Inc. | 2,519 | $1.25M | 0.67% | +2+0.1% | Added |
| TSA Wealth Managment LLC | 2,528 | $1.26M | 0.46% | +379+17.6% | Added |
| Inkwell Capital LLC | 2,528 | $1.26M | 1.35% | 00.0% | Unchanged |
| V. M. Manning & Co., Inc. | 2,477 | $1.26M | 1.39% | +2,477 | New |
| Resolute Partners Group | 2,530 | $1.26M | 0.31% | +441+21.1% | Added |
| Dopkins Wealth Management, LLC | 2,538 | $1.26M | 0.57% | 00.0% | Unchanged |
| Carmel Capital Management L.L.C. | 2,539 | $1.26M | 0.43% | 00.0% | Unchanged |
| Richmond Brothers, Inc. | 2,540 | $1.26M | 0.83% | −546−17.7% | Reduced |
| Innovative Wealth Building LLC | 2,547 | $1.27M | 1.05% | +93+3.8% | Added |
| Serenus Wealth Advisors, LLC | 2,547 | $1.27M | 0.22% | +108+4.4% | Added |
| Philip James Wealth Mangement, LLC | 2,553 | $1.27M | 0.16% | +89+3.6% | Added |
| Noble Family Wealth, LLC | 2,556 | $1.27M | 0.31% | 00.0% | Unchanged |
| Rexford Capital Inc | 2,556 | $1.27M | 1.05% | +2,556 | New |
| Gentry Private Wealth, LLC | 2,559 | $1.27M | 0.97% | −19−0.7% | Reduced |
| Williams & Novak, LLC | 2,562 | $1.27M | 1.08% | −484−15.9% | Reduced |
| Tilson Financial Group, Inc. | 2,567 | $1.28M | 0.48% | +195+8.2% | Added |
| Partners in Financial Planning | 2,569 | $1.28M | 0.24% | 00.0% | Unchanged |
| DORVAL Corp | 2,573 | $1.28M | 0.46% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 2,576 | $1.28M | 0.44% | −5−0.2% | Reduced |
| Vestia Personal Wealth Advisors | 2,577 | $1.28M | 0.88% | +181+7.6% | Added |
| denkapparat Operations GmbH | 2,584 | $1.29M | 1.03% | +1,064+70.0% | Added |
| North Berkeley Wealth Management, LLC | 2,589 | $1.29M | 1.18% | −381−12.8% | Reduced |
| Quaker Wealth Management, LLC | 2,593 | $1.29M | 0.43% | +2,593 | New |
| Wooster Corthell Wealth Management, Inc. | 2,597 | $1.29M | 0.24% | −4−0.2% | Reduced |
| Glaxis Capital Management, LLC | 2,600 | $1.29M | 1.73% | 00.0% | Unchanged |
| Blackstone Group Inc. | 2,600 | $1.29M | 0.01% | +2,600 | New |
| Nalls Sherbakoff Group, LLC | 2,608 | $1.30M | 0.94% | +319+13.9% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 2,611 | $1.30M | 0.01% | −27,429−91.3% | Reduced |
| Presidio Capital Management, LLC | 2,614 | $1.30M | 0.50% | −108−4.0% | Reduced |
| Nicholson Meyer Capital Management, Inc. | 2,615 | $1.30M | 1.10% | −123−4.5% | Reduced |
| Terril Brothers, Inc. | 2,622 | $1.30M | 0.49% | +989+60.6% | Added |
| Able Wealth Management LLC | 2,625 | $1.31M | 0.66% | +275+11.7% | Added |
| Retirement Wealth Solutions LLC | 2,627 | $1.31M | 0.95% | −32−1.2% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,628 | $1.31M | 0.29% | +4+0.2% | Added |
| Portland Investment Counsel Inc. | 2,637 | $1.31M | 0.39% | +500+23.4% | Added |
| Conservest Capital Advisors, Inc. | 2,642 | $1.31M | 0.13% | +238+9.9% | Added |
| American Capital Advisory, LLC | 2,647 | $1.32M | 0.66% | +26+1.0% | Added |
| Ballew Advisors, Inc | 2,646 | $1.32M | 0.78% | +109+4.3% | Added |
| Halter Ferguson Financial Inc. | 2,661 | $1.32M | 0.49% | +185+7.5% | Added |
| Stephens Consulting, LLC | 2,664 | $1.32M | 0.32% | −78−2.8% | Reduced |
| Reliant Investment Management, LLC | 2,667 | $1.33M | 0.57% | −10,946−80.4% | Reduced |
| FFG Partners, LLC | 2,672 | $1.33M | 0.44% | +2,672 | New |
| MGO Private Wealth, LLC | 2,673 | $1.33M | 0.85% | +6+0.2% | Added |
| Melfa Wealth Management, LLC | 2,677 | $1.33M | 0.84% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 2,680 | $1.33M | 0.41% | +20+0.8% | Added |
| MAS Advisors LLC | 2,682 | $1.33M | 2.18% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 2,685 | $1.34M | 0.06% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 2,687 | $1.34M | 0.29% | −2−0.1% | Reduced |
| Cyr Financial Inc. | 2,689 | $1.34M | 1.03% | +753+38.9% | Added |
| Turning Point Benefit Group, Inc. | 2,693 | $1.34M | 1.02% | −111−4.0% | Reduced |
| Sensible Money, LLC | 2,701 | $1.34M | 0.51% | 00.0% | Unchanged |
| WPWealth LLP | 2,701 | $1.34M | 0.24% | +61+2.3% | Added |
| Algebris (UK) Ltd | 2,708 | $1.34M | 0.21% | +1,725+175.5% | Added |
| Schubert & Co | 2,706 | $1.35M | 0.95% | +671+33.0% | Added |
| Conestoga Capital Advisors, LLC | 2,707 | $1.35M | 0.02% | −5−0.2% | Reduced |
| Leslie Global Wealth, LLC | 2,712 | $1.35M | 0.72% | +384+16.5% | Added |
| Epiq Partners, LLC | 2,716 | $1.35M | 0.69% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 2,717 | $1.35M | 0.77% | −160−5.6% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 2,720 | $1.35M | 0.21% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 2,728 | $1.36M | 0.27% | −175−6.0% | Reduced |
| Bonfire Financial | 2,735 | $1.36M | 1.12% | +1,389+103.2% | Added |
| Defender Capital, LLC. | 2,736 | $1.36M | 0.46% | +50+1.9% | Added |
| Severin Investments, LLC | 2,737 | $1.36M | 1.28% | −142−4.9% | Reduced |
| Act Wealth Management, LLC | 2,737 | $1.36M | 0.58% | −130−4.5% | Reduced |
| Red Mountain Financial, LLC | 2,742 | $1.36M | 1.51% | +10.0% | Added |
| Andina Capital Management, LLC | 2,746 | $1.37M | 0.96% | +127+4.8% | Added |
| Objectivity Squared, LLC | 2,753 | $1.37M | 0.94% | +14+0.5% | Added |
| Independence Financial Advisors, LLC | 2,755 | $1.37M | 0.53% | −54−1.9% | Reduced |
| SwitchPoint Financial Planning, LLC | 2,759 | $1.37M | 1.12% | +436+18.8% | Added |