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 |
|---|---|---|---|---|---|
| National Philanthropic Trust | 175,386 | $87.2M | 1.17% | +134,355+327.4% | Added |
| LVM Capital Management Ltd | 174,910 | $87.0M | 9.02% | −2,955−1.7% | Reduced |
| Spear Holdings RSC Ltd | 174,500 | $86.8M | 6.35% | −246,100−58.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 174,490 | $86.8M | 4.31% | −89,175−33.8% | Reduced |
| Corvex Management LP | 173,661 | $86.4M | 3.66% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 173,204 | $86.2M | 5.97% | −2,063−1.2% | Reduced |
| GAM Holding AG | 172,872 | $86.0M | 6.05% | −22,492−11.5% | Reduced |
| New Age Alpha Advisors, LLC | 172,565 | $85.8M | 3.78% | −14,595−7.8% | Reduced |
| Meritage Portfolio Management | 172,159 | $85.6M | 5.42% | −8,899−4.9% | Reduced |
| Foundations Investment Advisors, LLC | 171,900 | $85.5M | 1.35% | +10,556+6.5% | Added |
| Logan Capital Management Inc | 171,858 | $85.5M | 3.98% | −11,209−6.1% | Reduced |
| Asset Advisors Investment Management, LLC | 171,774 | $85.4M | 8.44% | −2,618−1.5% | Reduced |
| Baldwin Brothers Inc | 171,265 | $85.2M | 5.79% | −28,688−14.3% | Reduced |
| Cullinan Associates Inc | 169,827 | $84.5M | 5.57% | −6,188−3.5% | Reduced |
| Verus Capital Partners, LLC | 169,489 | $84.3M | 7.52% | +424+0.3% | Added |
| Neville Rodie & Shaw Inc | 168,756 | $83.9M | 6.23% | −4,729−2.7% | Reduced |
| Ritholtz Wealth Management | 168,691 | $83.9M | 1.85% | +13,949+9.0% | Added |
| LMCG Investments, LLC | 168,547 | $83.8M | 5.25% | −5,889−3.4% | Reduced |
| Provident Investment Management, Inc. | 168,267 | $83.7M | 7.16% | −360.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 167,880 | $83.5M | 4.95% | +3,995+2.4% | Added |
| Vise Technologies, Inc. | 167,516 | $83.3M | 3.44% | +167,516 | New |
| Independent Financial Group, LLC | 167,281 | $83.2M | 2.29% | +8,445+5.3% | Added |
| Global Retirement Partners, LLC | 167,253 | $83.2M | 2.06% | +167,253 | New |
| Univest Financial Corp | 167,243 | $83.2M | 4.99% | +746+0.4% | Added |
| Sumitomo Life Insurance Co | 166,757 | $82.9M | 5.63% | +993+0.6% | Added |
| Violich Capital Management, Inc. | 166,285 | $82.7M | 11.64% | −18,870−10.2% | Reduced |
| S&CO Inc | 166,181 | $82.7M | 5.30% | +4,169+2.6% | Added |
| Eagle Global Advisors LLC | 165,918 | $82.5M | 3.34% | −2,335−1.4% | Reduced |
| Bragg Financial Advisors, Inc | 165,680 | $82.4M | 2.94% | −1,923−1.1% | Reduced |
| Confluence Investment Management LLC | 165,187 | $82.2M | 1.16% | −2,292−1.4% | Reduced |
| Grimes & Company, Inc. | 165,170 | $82.2M | 2.24% | −3,166−1.9% | Reduced |
| MUFG Securities Americas Inc. | 164,726 | $81.9M | 7.01% | +33,133+25.2% | Added |
| Sycomore Asset Management | 189,860 | $81.9M | 12.76% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 164,457 | $81.8M | 4.23% | −484−0.3% | Reduced |
| Heritage Wealth Advisors | 164,411 | $81.8M | 3.88% | +698+0.4% | Added |
| Plato Investment Management Ltd | 162,335 | $80.5M | 6.05% | +4,949+3.1% | Added |
| Meridian Wealth Management, LLC | 161,184 | $80.2M | 3.42% | −130−0.1% | Reduced |
| Dnca Finance | 160,976 | $80.1M | 6.11% | +33,750+26.5% | Added |
| Woodstock Corp | 160,035 | $79.6M | 7.32% | −1,566−1.0% | Reduced |
| Buckingham Strategic Partners | 159,973 | $79.6M | 1.06% | +25,766+19.2% | Added |
| Cidel Asset Management Inc | 159,887 | $79.5M | 4.78% | +10,837+7.3% | Added |
| First Long Island Investors, LLC | 159,863 | $79.5M | 6.24% | −316−0.2% | Reduced |
| Grassi Investment Management | 159,643 | $79.4M | 6.32% | −1,849−1.1% | Reduced |
| Perigon Wealth Management, LLC | 159,451 | $79.3M | 1.85% | −16,405−9.3% | Reduced |
| North Star Asset Management Inc | 159,096 | $79.1M | 3.35% | +2,838+1.8% | Added |
| Estabrook Capital Management | 158,718 | $78.9M | 12.15% | −3,888−2.4% | Reduced |
| Synergy Financial Management, LLC | 158,416 | $78.8M | 9.01% | −19,691−11.1% | Reduced |
| RDST Capital LLC | 158,240 | $78.7M | 7.87% | −45,605−22.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 158,050 | $78.6M | 3.47% | −15,544−9.0% | Reduced |
| Atika Capital Management LLC | 158,000 | $78.6M | 8.21% | +50,500+47.0% | Added |
| Nixon Peabody Trust Co | 157,874 | $78.5M | 6.08% | −1,481−0.9% | Reduced |
| Meeder Advisory Services, Inc. | 157,862 | $78.5M | 4.07% | +9,345+6.3% | Added |
| First Horizon Advisors, Inc. | 157,600 | $78.4M | 2.04% | −2,581−1.6% | Reduced |
| Narwhal Capital Management | 157,248 | $78.2M | 6.28% | −3,457−2.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 156,985 | $78.1M | 2.02% | +1,507+1.0% | Added |
| Granite Investment Partners, LLC | 156,412 | $77.8M | 3.80% | −3,176−2.0% | Reduced |
| Forbes J M & Co LLP | 156,353 | $77.8M | 7.11% | −1,586−1.0% | Reduced |
| Delta Global Management LP | 156,141 | $77.7M | 5.19% | +149,687+2,319.3% | Added |
| Patten & Patten Inc | 155,996 | $77.6M | 5.02% | −3,712−2.3% | Reduced |
| GAMMA Investing LLC | 155,584 | $77.4M | 4.89% | +31,193+25.1% | Added |
| Fukoku Mutual Life Insurance Co | 154,157 | $76.7M | 4.88% | −2,057−1.3% | Reduced |
| Level Four Advisory Services, LLC | 153,636 | $76.4M | 2.82% | +4,681+3.1% | Added |
| First National Bank of Omaha | 153,511 | $76.4M | 4.93% | −4,897−3.1% | Reduced |
| Sowell Financial Services LLC | 153,384 | $76.3M | 3.11% | −210−0.1% | Reduced |
| Adell Harriman & Carpenter Inc | 153,206 | $76.2M | 5.05% | −1,251−0.8% | Reduced |
| Summitry LLC | 153,107 | $76.2M | 3.45% | +3,753+2.5% | Added |
| Pallas Capital Advisors LLC | 153,069 | $76.1M | 2.90% | −289−0.2% | Reduced |
| Madison Asset Management, LLC | 152,923 | $76.1M | 0.82% | −9,719−6.0% | Reduced |
| Tower Bridge Advisors | 152,792 | $76.0M | 8.17% | −3,797−2.4% | Reduced |
| Fishman Jay A Ltd | 152,612 | $75.9M | 7.27% | +1,205+0.8% | Added |
| Bard Financial Services, Inc. | 152,259 | $75.7M | 9.04% | −2,025−1.3% | Reduced |
| Boston Common Asset Management, LLC | 151,459 | $75.3M | 2.11% | −4,409−2.8% | Reduced |
| Hollencrest Capital Management | 151,327 | $75.3M | 3.22% | +3,338+2.3% | Added |
| Waycross Partners, LLC | 150,898 | $75.1M | 7.07% | +4,755+3.3% | Added |
| Great Valley Advisor Group, Inc. | 150,669 | $74.9M | 1.66% | −15,597−9.4% | Reduced |
| Dynamic Advisor Solutions LLC | 150,579 | $74.9M | 2.31% | −1,092−0.7% | Reduced |
| BLB&B Advisors, LLC | 150,554 | $74.9M | 3.50% | −2,210−1.4% | Reduced |
| Act Two Investors LLC | 150,484 | $74.9M | 15.28% | −1,282−0.8% | Reduced |
| YHB Investment Advisors, Inc. | 150,382 | $74.8M | 5.77% | −1,265−0.8% | Reduced |
| M & L Capital Management Ltd | 150,200 | $74.7M | 16.86% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 150,177 | $74.7M | 8.24% | −1,967−1.3% | Reduced |
| Mizuho Markets Americas LLC | 150,000 | $74.6M | 2.46% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 149,746 | $74.5M | 10.61% | −1,935−1.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 149,658 | $74.4M | 8.11% | −2,478−1.6% | Reduced |
| Petrus Trust Company, LTA | 149,462 | $74.3M | 7.71% | −11,672−7.2% | Reduced |
| Modern Wealth Management, LLC | 148,654 | $73.9M | 1.82% | +3,802+2.6% | Added |
| NorthRock Partners, LLC | 148,504 | $73.9M | 1.93% | +8,388+6.0% | Added |
| Smith Group Asset Management, LLC | 147,282 | $73.3M | 4.80% | +1,151+0.8% | Added |
| Night Owl Capital Management, LLC | 147,011 | $73.1M | 8.46% | +15,688+11.9% | Added |
| Baskin Financial Services Inc. | 146,583 | $72.9M | 5.51% | −979−0.7% | Reduced |
| LGT Fund Management Co Ltd. | 145,476 | $72.4M | 6.33% | −14,409−9.0% | Reduced |
| Academy Capital Management Inc | 145,216 | $72.2M | 10.32% | +1,233+0.9% | Added |
| Kinetic Partners Management, LP | 145,081 | $72.2M | 3.95% | +100,376+224.5% | Added |
| Nan Shan Life Insurance Co., Ltd. | 144,842 | $72.0M | 1.60% | −255,087−63.8% | Reduced |
| Colonial Trust Advisors | 144,328 | $71.8M | 5.93% | +666+0.5% | Added |
| Washington Trust Bank | 144,321 | $71.8M | 6.05% | +36,882+34.3% | Added |
| We Are One Seven, LLC | 144,305 | $71.8M | 2.32% | +14,636+11.3% | Added |
| Oak Associates, Ltd | 143,911 | $71.6M | 4.68% | +2,333+1.6% | Added |
| Ulysses Management LLC | 143,774 | $71.5M | 15.42% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 143,395 | $71.3M | 12.40% | −1,288−0.9% | Reduced |