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 |
|---|---|---|---|---|---|
| Amica Mutual Insurance Co | 119,619 | $59.5M | 5.74% | −1,700−1.4% | Reduced |
| Chicago Partners Investment Group LLC | 116,793 | $59.1M | 1.70% | +4,545+4.0% | Added |
| Ledyard National Bank | 118,737 | $59.1M | 5.58% | −2,160−1.8% | Reduced |
| Catalytic Wealth RIA, LLC | 118,675 | $59.0M | 4.82% | +67,042+129.8% | Added |
| Grace & Mercy Foundation, Inc. | 118,530 | $59.0M | 12.22% | −10,700−8.3% | Reduced |
| Vantage Investment Partners, LLC | 118,460 | $58.9M | 4.29% | +21,324+22.0% | Added |
| S-Bank Fund Management Ltd | 118,429 | $58.9M | 8.70% | −19,310−14.0% | Reduced |
| Coerente Capital Management | 118,384 | $58.9M | 10.83% | −2,552−2.1% | Reduced |
| Appleton Partners Inc | 118,307 | $58.8M | 4.16% | −4,009−3.3% | Reduced |
| Manchester Global Management (UK) Ltd | 117,845 | $58.6M | 8.45% | +58,700+99.2% | Added |
| Hudson Bay Capital Management LP | 117,284 | $58.3M | 0.38% | −509,845−81.3% | Reduced |
| Trust Co of Virginia | 117,086 | $58.2M | 5.09% | −1,564−1.3% | Reduced |
| Andra AP-fonden | 116,986 | $58.2M | 0.81% | −61,900−34.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 116,598 | $58.0M | 3.50% | +12,070+11.5% | Added |
| Annex Advisory Services, LLC | 116,541 | $58.0M | 1.40% | +7,770+7.1% | Added |
| Matthew Goff Investment Advisor, LLC | 116,527 | $58.0M | 10.73% | −1,371−1.2% | Reduced |
| FourThought Financial Partners, LLC | 115,991 | $57.7M | 5.70% | +1,824+1.6% | Added |
| Spinnaker Trust | 115,732 | $57.6M | 3.46% | +1,796+1.6% | Added |
| Amussen Hunsaker Associates LLC | 115,580 | $57.5M | 6.41% | +4,732+4.3% | Added |
| Fulton Bank, N.A. | 115,480 | $57.4M | 2.12% | −1,833−1.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 115,300 | $57.4M | 6.78% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 115,239 | $57.3M | 6.12% | −4,201−3.5% | Reduced |
| Capital Investment Services of America, Inc. | 115,100 | $57.3M | 5.24% | −104−0.1% | Reduced |
| Summit Partners Public Asset Management, LLC | 115,000 | $57.2M | 2.23% | +115,000 | New |
| Rheos Capital Works Inc. | 114,300 | $56.9M | 3.27% | +12,000+11.7% | Added |
| Kiley Juergens Wealth Management, LLC | 113,671 | $56.5M | 13.05% | −998−0.9% | Reduced |
| Dock Street Asset Management Inc | 112,879 | $56.1M | 5.28% | +696+0.6% | Added |
| Constitution Capital LLC | 112,596 | $56.0M | 28.58% | +4,674+4.3% | Added |
| Stillwater Capital Advisors, LLC | 112,398 | $55.9M | 7.11% | −1,245−1.1% | Reduced |
| Principle Wealth Partners LLC | 112,017 | $55.7M | 3.48% | +3,155+2.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 111,885 | $55.7M | 3.91% | +593+0.5% | Added |
| RAM Investment Partners, LLC | 111,778 | $55.6M | 11.67% | +23,033+26.0% | Added |
| King Wealth | 111,539 | $55.5M | 7.53% | −2,067−1.8% | Reduced |
| Wilsey Asset Management Inc | 111,390 | $55.4M | 10.21% | +150.0% | Added |
| Visionary Wealth Advisors | 111,176 | $55.3M | 2.82% | +16,419+17.3% | Added |
| Willis Investment Counsel | 110,959 | $55.2M | 3.23% | +6,701+6.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 110,951 | $55.2M | 0.13% | −2,164−1.9% | Reduced |
| Sawgrass Asset Management LLC | 110,758 | $55.1M | 6.26% | −18,323−14.2% | Reduced |
| Schnieders Capital Management LLC | 110,674 | $55.1M | 9.66% | +4,495+4.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 110,507 | $55.0M | 5.42% | −365−0.3% | Reduced |
| BTC Capital Management, Inc. | 110,703 | $55.0M | 4.49% | +1,033+0.9% | Added |
| Journey Strategic Wealth LLC | 110,134 | $54.8M | 1.78% | +23,650+27.3% | Added |
| Sagespring Wealth Partners, LLC | 109,705 | $54.6M | 1.18% | +14,665+15.4% | Added |
| Ascent Group, LLC | 109,485 | $54.5M | 2.12% | −8,303−7.0% | Reduced |
| Rollins Financial Advisors, LLC | 109,145 | $54.3M | 8.66% | −4,270−3.8% | Reduced |
| Jag Capital Management, LLC | 109,138 | $54.3M | 6.09% | +1,152+1.1% | Added |
| Anderson Hoagland & Co | 109,122 | $54.3M | 5.18% | −523−0.5% | Reduced |
| Moran Wealth Management, LLC | 108,815 | $54.1M | 1.68% | −1,490−1.4% | Reduced |
| Van Hulzen Asset Management, LLC | 108,774 | $54.1M | 4.52% | +1,438+1.3% | Added |
| Valiant Capital Management, L.P. | 108,595 | $54.0M | 4.16% | +8,400+8.4% | Added |
| Bensler, LLC | 108,593 | $54.0M | 6.04% | −815−0.7% | Reduced |
| Fidelis Capital Partners, LLC | 102,826 | $54.0M | 4.92% | +2,455+2.4% | Added |
| Venturi Wealth Management, LLC | 108,158 | $53.8M | 2.66% | −1,852−1.7% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 108,086 | $53.8M | 10.04% | −4,214−3.8% | Reduced |
| Alerus Financial NA | 108,006 | $53.7M | 3.87% | +164+0.2% | Added |
| Davy Global Fund Management Ltd | 107,758 | $53.6M | 4.77% | −2,614−2.4% | Reduced |
| Auto-Owners Insurance Co | 107,545 | $53.5M | 1.19% | +89,212+486.6% | Added |
| Essex Financial Services, Inc. | 107,225 | $53.3M | 3.50% | +3,330+3.2% | Added |
| One Wealth Capital Management, LLC | 107,177 | $53.3M | 25.02% | −281−0.3% | Reduced |
| Ronald Blue Trust, Inc. | 106,924 | $53.2M | 0.63% | +3,068+3.0% | Added |
| Strategic Wealth Partners, Ltd. | 106,603 | $53.0M | 4.18% | +106,603 | New |
| Financial Engines Advisors L.L.C. | 106,284 | $52.9M | 0.11% | −25,302−19.2% | Reduced |
| Circle Wealth Management, LLC | 106,211 | $52.8M | 1.17% | +4,645+4.6% | Added |
| German American Bancorp, Inc. | 106,100 | $52.8M | 5.15% | −602−0.6% | Reduced |
| Wedmont Private Capital | 104,758 | $52.7M | 2.25% | +5,697+5.8% | Added |
| Heritage Trust Co | 105,921 | $52.7M | 6.08% | −3,085−2.8% | Reduced |
| 180 Wealth Advisors, LLC | 105,863 | $52.7M | 7.34% | −5,867−5.3% | Reduced |
| Terry L. Blaker | 105,498 | $52.5M | 2.03% | −2,791−2.6% | Reduced |
| Orion Investment Co | 105,418 | $52.4M | 18.67% | −658−0.6% | Reduced |
| Wellington Shields Capital Management, LLC | 105,393 | $52.4M | 8.87% | −6,930−6.2% | Reduced |
| United Asset Strategies, Inc. | 105,117 | $52.3M | 4.46% | +583+0.6% | Added |
| Linscomb & Williams, Inc. | 105,000 | $52.2M | 2.40% | +483+0.5% | Added |
| MKP Capital Management, L.L.C. | 105,000 | $52.2M | 2.68% | +105,000 | New |
| Churchill Management Corp | 104,880 | $52.2M | 0.57% | +2,818+2.8% | Added |
| Cornerstone Capital, Inc. | 104,875 | $52.2M | 5.46% | −5,160−4.7% | Reduced |
| Belmont Capital, LLC | 104,568 | $52.0M | 7.91% | +2,241+2.2% | Added |
| Coronation Fund Managers Ltd. | 104,534 | $52.0M | 2.82% | −1,397−1.3% | Reduced |
| Atomi Financial Group, Inc. | 104,243 | $51.9M | 1.96% | +20,143+24.0% | Added |
| Lynch & Associates | 103,923 | $51.7M | 10.41% | −605−0.6% | Reduced |
| Quest Investment Management LLC | 103,923 | $51.7M | 5.68% | +5,113+5.2% | Added |
| Garde Capital, Inc. | 103,740 | $51.6M | 2.76% | +1,944+1.9% | Added |
| Manitou Investment Management Ltd. | 103,502 | $51.5M | 9.79% | −541−0.5% | Reduced |
| WestEnd Advisors, LLC | 103,097 | $51.3M | 1.27% | +4,227+4.3% | Added |
| Thoroughbred Financial Services, LLC | 102,875 | $51.2M | 3.58% | −28,776−21.9% | Reduced |
| Anchor Investment Management, LLC | 102,679 | $51.1M | 4.48% | −2,351−2.2% | Reduced |
| TenCore Partners, LP | 102,591 | $51.0M | 23.07% | −8,105−7.3% | Reduced |
| Benchstone Capital Management LP | 102,399 | $50.9M | 4.50% | +102,399 | New |
| Archon Partners LLC | 102,000 | $50.7M | 5.85% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 101,917 | $50.7M | 4.32% | −1,176−1.1% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 101,909 | $50.7M | 7.61% | +3,187+3.2% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 101,821 | $50.6M | 0.83% | −2,577−2.5% | Reduced |
| IFP Advisors, Inc | 101,739 | $50.6M | 1.44% | −1,924−1.9% | Reduced |
| Greenwood Gearhart Inc | 101,228 | $50.4M | 3.14% | −5,907−5.5% | Reduced |
| Auxier Asset Management | 100,953 | $50.2M | 7.38% | −423−0.4% | Reduced |
| Himension Fund | 100,925 | $50.2M | 3.92% | −35,934−26.3% | Reduced |
| Blue Chip Partners, Inc. | 100,870 | $50.2M | 4.09% | +1,591+1.6% | Added |
| Caliber Wealth Management, LLC | 100,848 | $50.2M | 5.39% | +4,589+4.8% | Added |
| Joel Isaacson & Co., LLC | 100,826 | $50.2M | 2.04% | +2,690+2.7% | Added |
| Vestmark Advisory Solutions, Inc. | 100,808 | $50.1M | 0.72% | +8,523+9.2% | Added |
| Johnson Financial Group, Inc. | 100,799 | $50.1M | 2.26% | +320+0.3% | Added |