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
- 5,829
- +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
- 2,617 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 142,668 | $71.0M | 2.13% | +10,840+8.2% | Added |
| Wedge Capital Management L L P | 142,545 | $70.9M | 1.27% | −12,753−8.2% | Reduced |
| Matrix Asset Advisors Inc | 142,135 | $70.7M | 7.15% | −950−0.7% | Reduced |
| TCG Advisory Services, LLC | 142,086 | $70.7M | 2.47% | +3,186+2.3% | Added |
| Hemenway Trust Co LLC | 141,840 | $70.6M | 5.46% | −480.0% | Reduced |
| V-Square Quantitative Management LLC | 141,388 | $70.3M | 9.42% | −808−0.6% | Reduced |
| Guardian Capital LP | 141,012 | $70.1M | 2.48% | +2,959+2.1% | Added |
| China Universal Asset Management Co., Ltd. | 140,995 | $70.1M | 6.60% | −23,093−14.1% | Reduced |
| Diversify Advisory Services, LLC | 132,367 | $70.1M | 2.68% | +48,330+57.5% | Added |
| Beese Fulmer Investment Management, Inc. | 140,565 | $69.9M | 5.21% | +6,143+4.6% | Added |
| Steel Peak Wealth Management LLC | 140,391 | $69.8M | 2.72% | −28,603−16.9% | Reduced |
| Boston Family Office LLC | 140,080 | $69.7M | 4.63% | +1,689+1.2% | Added |
| Atria Wealth Solutions, Inc. | 139,747 | $69.6M | 1.57% | −182,741−56.7% | Reduced |
| Albion Financial Group | 139,107 | $69.2M | 4.52% | +726+0.5% | Added |
| Roundview Capital LLC | 138,778 | $69.0M | 4.61% | +709+0.5% | Added |
| BancorpSouth Bank | 138,708 | $69.0M | 4.54% | +2,413+1.8% | Added |
| Osborne Partners Capital Management, LLC | 138,350 | $68.8M | 3.66% | −3,931−2.8% | Reduced |
| Bellevue Asset Management, LLC | 138,211 | $68.7M | 33.46% | −1,433−1.0% | Reduced |
| Levin Capital Strategies, L.P. | 138,091 | $68.7M | 6.75% | +497+0.4% | Added |
| C Partners Holding GmbH | 137,946 | $68.6M | 15.08% | +19,063+16.0% | Added |
| Private Advisory Group LLC | 137,140 | $68.2M | 6.38% | +1,277+0.9% | Added |
| First American Trust, FSB | 136,325 | $67.8M | 5.41% | +210.0% | Added |
| Montag A & Associates Inc | 136,230 | $67.8M | 3.30% | −7,787−5.4% | Reduced |
| Nellore Capital Management LLC | 136,200 | $67.7M | 7.60% | −15,000−9.9% | Reduced |
| Everence Capital Management Inc | 135,978 | $67.6M | 4.35% | 00.0% | Unchanged |
| True Blue (BVI) Ltd | 135,620 | $67.5M | 39.18% | 00.0% | Unchanged |
| Sigma Planning Corp | 135,455 | $67.4M | 2.03% | −16,246−10.7% | Reduced |
| Palisade Asset Management, LLC | 135,234 | $67.3M | 6.69% | −1,894−1.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 135,211 | $67.3M | 3.78% | −328−0.2% | Reduced |
| HS Management Partners, LLC | 135,055 | $67.2M | 5.48% | −19,663−12.7% | Reduced |
| Northeast Financial Consultants Inc | 134,971 | $67.1M | 2.74% | −7,203−5.1% | Reduced |
| Baxter Bros Inc | 134,712 | $67.0M | 8.20% | −1,279−0.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 134,616 | $67.0M | 2.59% | −2,157−1.6% | Reduced |
| Wendell David Associates Inc | 133,796 | $66.6M | 6.69% | −1,240−0.9% | Reduced |
| Longbow Finance SA | 133,484 | $66.4M | 7.09% | +11,487+9.4% | Added |
| Sonora Investment Management Group, LLC | 133,243 | $66.3M | 4.92% | +1,374+1.0% | Added |
| Robertson Stephens Wealth Management, LLC | 133,229 | $66.3M | 2.30% | +8,529+6.8% | Added |
| Parsons Capital Management Inc | 132,882 | $66.1M | 4.06% | −62,185−31.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 132,761 | $66.0M | 3.08% | +6,587+5.2% | Added |
| Tran Capital Management, L.P. | 132,590 | $66.0M | 7.76% | −2,049−1.5% | Reduced |
| Jackson Wealth Management, LLC | 132,422 | $65.9M | 7.17% | −1,845−1.4% | Reduced |
| Alps Advisors Inc | 132,364 | $65.8M | 0.38% | −3,739−2.7% | Reduced |
| Stonebridge Capital Advisors LLC | 132,326 | $65.8M | 5.00% | −320.0% | Reduced |
| Beaumont Financial Advisors, LLC | 132,275 | $65.8M | 4.76% | −1,372−1.0% | Reduced |
| Caisse des Depots Et Consignations | 132,213 | $65.8M | 2.75% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 132,144 | $65.7M | 2.32% | +92+0.1% | Added |
| Equitable Trust Co | 132,078 | $65.7M | 3.27% | +2,540+2.0% | Added |
| Penobscot Investment Management Company, Inc. | 132,068 | $65.7M | 5.62% | −1,354−1.0% | Reduced |
| Trexquant Investment LP | 131,983 | $65.6M | 0.74% | +118,706+894.1% | Added |
| Twin Capital Management Inc | 131,974 | $65.6M | 6.98% | +1,129+0.9% | Added |
| DuPont Capital Management Corp | 131,914 | $65.6M | 7.05% | −16,767−11.3% | Reduced |
| Philadelphia Trust Co | 131,706 | $65.5M | 5.03% | −5,275−3.9% | Reduced |
| Spire Wealth Management | 132,409 | $65.5M | 2.35% | −50,668−27.7% | Reduced |
| Change Path, LLC | 131,191 | $65.3M | 1.71% | +8,398+6.8% | Added |
| Burns J W & Co Inc | 131,014 | $65.2M | 7.91% | −1,067−0.8% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 153,700 | $65.1M | 9.00% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 130,004 | $64.7M | 5.67% | +1,705+1.3% | Added |
| Yarbrough Capital, LLC | 129,794 | $64.6M | 2.30% | 00.0% | Unchanged |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 129,475 | $64.4M | 3.46% | −5,000−3.7% | Reduced |
| Gillespie Robinson & Grimm Inc | 129,159 | $64.2M | 4.77% | +2,664+2.1% | Added |
| Hilltop Holdings Inc. | 128,748 | $64.0M | 4.10% | −1,119−0.9% | Reduced |
| KMG Fiduciary Partners, LLC | 128,490 | $63.9M | 4.74% | +1,966+1.6% | Added |
| Bank of Hawaii | 127,172 | $63.3M | 3.34% | +999+0.8% | Added |
| Cobblestone Capital Advisors LLC | 126,775 | $63.1M | 3.23% | +2,067+1.7% | Added |
| Petredis Investment Advisors LLC | 126,449 | $62.9M | 5.51% | +1,077+0.9% | Added |
| Burney Co | 126,258 | $62.8M | 2.13% | +2,477+2.0% | Added |
| Van Cleef Asset Management,Inc | 125,977 | $62.7M | 6.75% | −584−0.5% | Reduced |
| SCS Capital Management LLC | 125,739 | $62.5M | 0.69% | +50,479+67.1% | Added |
| MASTERINVEST Kapitalanlage GmbH | 125,718 | $62.5M | 6.57% | +125,718 | New |
| Stony Point Capital LLC | 124,820 | $62.1M | 4.90% | +45,365+57.1% | Added |
| Callahan Advisors, LLC | 124,628 | $62.0M | 5.57% | −74−0.1% | Reduced |
| IHT Wealth Management, LLC | 124,335 | $61.8M | 1.70% | −1,848−1.5% | Reduced |
| Kimelman & Baird, LLC | 124,280 | $61.8M | 5.03% | −193−0.2% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 123,970 | $61.7M | 13.30% | +5,646+4.8% | Added |
| One Capital Management, LLC | 123,322 | $61.3M | 2.12% | +23,651+23.7% | Added |
| Evoke Wealth, LLC | 123,201 | $61.3M | 1.44% | +6,487+5.6% | Added |
| Martingale Asset Management L P | 123,185 | $61.3M | 1.50% | −4,643−3.6% | Reduced |
| PFG Investments, LLC | 123,073 | $61.2M | 3.59% | −737−0.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 122,937 | $61.2M | 1.79% | −9,291−7.0% | Reduced |
| Founders Capital Management, LLC | 122,842 | $61.1M | 10.41% | −499−0.4% | Reduced |
| Seven Grand Managers, LLC | 122,793 | $61.1M | 7.33% | +122,793 | New |
| TD Private Client Wealth LLC | 122,537 | $61.0M | 1.50% | −2,113−1.7% | Reduced |
| Capital Analysts, LLC | 122,518 | $60.9M | 2.03% | +2,410+2.0% | Added |
| GW Henssler & Associates Ltd | 121,970 | $60.7M | 3.24% | +464+0.4% | Added |
| Richard Bernstein Advisors LLC | 121,884 | $60.6M | 1.50% | −11,871−8.9% | Reduced |
| Gamco Investors, Inc. Et Al | 121,744 | $60.6M | 0.60% | +4,851+4.1% | Added |
| Geneos Wealth Management Inc. | 121,719 | $60.5M | 1.48% | +29,983+32.7% | Added |
| National Asset Management, Inc. | 121,619 | $60.5M | 2.93% | −101,025−45.4% | Reduced |
| Strategy Capital LLC | 121,298 | $60.3M | 4.06% | +5,255+4.5% | Added |
| Pittenger & Anderson Inc | 121,074 | $60.2M | 2.20% | −2,904−2.3% | Reduced |
| Fiduciary Alliance LLC | 121,045 | $60.2M | 4.49% | +18,853+18.4% | Added |
| Chescapmanager LLC | 120,892 | $60.1M | 10.09% | 00.0% | Unchanged |
| Hoey Investments, Inc | 120,829 | $60.1M | 9.00% | +7,869+7.0% | Added |
| Novare Capital Management LLC | 120,568 | $60.0M | 4.87% | +219+0.2% | Added |
| Papp L Roy & Associates | 120,264 | $59.8M | 7.11% | −341−0.3% | Reduced |
| Frank, Rimerman Advisors LLC | 120,223 | $59.8M | 4.02% | −6,684−5.3% | Reduced |
| Auxano Advisors, LLC | 120,164 | $59.8M | 13.96% | +1,879+1.6% | Added |
| Hamilton Capital Partners Inc. | 120,068 | $59.7M | 3.05% | +9,116+8.2% | Added |
| Greenbrier Partners Capital Management, LLC | 119,843 | $59.6M | 4.37% | 00.0% | Unchanged |
| Tompkins Financial Corp | 119,627 | $59.5M | 5.47% | −1,702−1.4% | Reduced |