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 |
|---|---|---|---|---|---|
| American National Bank | 100,782 | $50.1M | 5.13% | −199−0.2% | Reduced |
| Alberta Investment Management Corp | 100,700 | $50.1M | 0.39% | −236,936−70.2% | Reduced |
| Means Investment Co., Inc. | 100,649 | $50.1M | 4.74% | +425+0.4% | Added |
| Clarkston Capital Partners, LLC | 100,370 | $49.9M | 1.06% | −2,490−2.4% | Reduced |
| Wishbone Management, LP | 100,000 | $49.7M | 22.51% | +100,000 | New |
| Interval Partners, LP | 99,740 | $49.6M | 1.13% | +91,439+1,101.5% | Added |
| Addenda Capital Inc. | 99,033 | $49.3M | 1.77% | +1,474+1.5% | Added |
| Milestones Administradora de Recursos Ltda. | 98,972 | $49.2M | 16.84% | −1,950−1.9% | Reduced |
| Suvretta Capital Management, LLC | 98,828 | $49.2M | 1.85% | −81,297−45.1% | Reduced |
| Blue Fin Capital, Inc. | 97,919 | $48.7M | 8.29% | +2,679+2.8% | Added |
| Capco Asset Management, LLC | 97,749 | $48.6M | 10.23% | −2,034−2.0% | Reduced |
| Simmons Bank | 97,739 | $48.6M | 3.47% | −335−0.3% | Reduced |
| Clough Capital Partners L P | 97,672 | $48.6M | 4.87% | −13,818−12.4% | Reduced |
| Silicon Valley Capital Partners | 97,080 | $48.3M | 5.04% | −6,647−6.4% | Reduced |
| North Star Investment Management Corp. | 96,617 | $48.1M | 3.35% | −624−0.6% | Reduced |
| Columbus Hill Capital Management, L.P. | 96,404 | $48.0M | 6.90% | +4,466+4.9% | Added |
| Coalescence Partners Investment Management, LP | 96,374 | $47.9M | 12.56% | −5,518−5.4% | Reduced |
| Lee Danner & Bass Inc | 96,327 | $47.9M | 3.73% | −738−0.8% | Reduced |
| Coastline Trust Co | 95,730 | $47.6M | 5.45% | −511−0.5% | Reduced |
| Barlow Wealth Partners, Inc. | 96,912 | $47.6M | 5.70% | +1,159+1.2% | Added |
| Bath Savings Trust Co | 95,570 | $47.5M | 4.81% | −410−0.4% | Reduced |
| Wealthcare Advisory Partners LLC | 95,565 | $47.5M | 1.08% | +3,693+4.0% | Added |
| Schonfeld Strategic Advisors LLC | 95,223 | $47.4M | 0.36% | +66,456+231.0% | Added |
| Ceredex Value Advisors LLC | 95,125 | $47.3M | 1.02% | −17,986−15.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 95,070 | $47.3M | 0.80% | −2,288−2.4% | Reduced |
| TruWealth Advisors, LLC | 95,066 | $47.3M | 2.60% | +2,894+3.1% | Added |
| Icon Wealth Advisors, LLC | 94,709 | $47.1M | 3.35% | +12,068+14.6% | Added |
| Main Street Research LLC | 94,702 | $47.1M | 2.93% | −38,919−29.1% | Reduced |
| Gladstone Institutional Advisory LLC | 94,632 | $47.1M | 1.94% | −2,854−2.9% | Reduced |
| Denali Advisors LLC | 94,608 | $47.1M | 4.90% | −1,308−1.4% | Reduced |
| Pennant Investors, LP | 94,600 | $47.1M | 14.08% | +18,700+24.6% | Added |
| Mark Asset Management LP | 94,347 | $46.9M | 5.62% | +11,844+14.4% | Added |
| Ninety One SA (PTY) Ltd | 94,194 | $46.8M | 7.69% | −385−0.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 94,120 | $46.8M | 3.46% | +2,373+2.6% | Added |
| Covington Investment Advisors Inc. | 94,055 | $46.8M | 6.68% | +273+0.3% | Added |
| Leavell Investment Management, Inc. | 93,809 | $46.7M | 2.09% | −280.0% | Reduced |
| Groupe des Assurances du Credit Mutuel | 93,600 | $46.6M | 13.17% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 91,108 | $46.5M | 1.85% | +792+0.9% | Added |
| Rossmore Private Capital | 93,154 | $46.3M | 5.41% | −267−0.3% | Reduced |
| RWWM, Inc. | 93,147 | $46.3M | 3.83% | −848−0.9% | Reduced |
| Fiduciary Group LLC | 93,120 | $46.3M | 4.36% | −308−0.3% | Reduced |
| Renaissance Group LLC | 92,992 | $46.3M | 1.80% | −3,347−3.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 92,922 | $46.2M | 8.27% | −879−0.9% | Reduced |
| Columbia Asset Management | 92,860 | $46.2M | 9.08% | −678−0.7% | Reduced |
| CapWealth Advisors, LLC | 92,709 | $46.1M | 4.55% | −282−0.3% | Reduced |
| CX Institutional | 92,380 | $46.0M | 1.60% | +8,204+9.7% | Added |
| Harbor Investment Advisory, LLC | 146,038 | $45.9M | 4.09% | −103−0.1% | Reduced |
| Syon Capital LLC | 92,295 | $45.9M | 3.04% | +8,010+9.5% | Added |
| Journey Advisory Group, LLC | 92,009 | $45.8M | 3.56% | +1,158+1.3% | Added |
| SlateStone Wealth, LLC | 91,929 | $45.7M | 4.28% | −734−0.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 91,813 | $45.7M | 5.07% | −2,914−3.1% | Reduced |
| Verdence Capital Advisors LLC | 91,580 | $45.6M | 3.11% | +7,581+9.0% | Added |
| Country Club Bank | 91,845 | $45.5M | 2.86% | −1,520−1.6% | Reduced |
| Knollwood Investment Advisory, LLC | 91,230 | $45.4M | 4.36% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 91,229 | $45.4M | 3.58% | +1,119+1.2% | Added |
| Smithfield Trust Co | 91,138 | $45.3M | 2.14% | −92−0.1% | Reduced |
| Fundamentun, LLC | 90,978 | $45.3M | 2.07% | +3,901+4.5% | Added |
| Tamar Securities, LLC | 90,914 | $45.2M | 5.49% | −343−0.4% | Reduced |
| Untitled Investments LP | 90,893 | $45.2M | 12.36% | −7,918−8.0% | Reduced |
| Cornerstone Wealth Group, LLC | 90,702 | $45.1M | 3.39% | +18,625+25.8% | Added |
| Pine Valley Investments Ltd Liability Co | 90,660 | $45.1M | 2.65% | −6,959−7.1% | Reduced |
| Invictus Private Wealth, LLC | 90,539 | $45.0M | 3.08% | +319+0.4% | Added |
| Ironwood Investment Counsel, LLC | 90,351 | $44.9M | 6.94% | −590−0.6% | Reduced |
| Managed Asset Portfolios, LLC | 90,326 | $44.9M | 5.84% | −670−0.7% | Reduced |
| SG Americas Securities, LLC | 90,205 | $44.9M | 0.20% | −220,748−71.0% | Reduced |
| Lyell Wealth Management, LP | 90,100 | $44.8M | 3.54% | +3,432+4.0% | Added |
| Graypoint LLC | 89,961 | $44.7M | 2.52% | +4,630+5.4% | Added |
| Insigneo Advisory Services, LLC | 89,785 | $44.7M | 3.84% | +5,806+6.9% | Added |
| SummitTX Capital, L.P. | 89,742 | $44.6M | 1.98% | +86,876+3,031.3% | Added |
| American Assets Investment Management, LLC | 89,650 | $44.6M | 3.58% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 89,547 | $44.5M | 0.74% | +66,200+283.5% | Added |
| Simplicity Wealth,LLC | 89,524 | $44.5M | 1.85% | +42,543+90.6% | Added |
| Two Creeks Capital Management, LP | 89,471 | $44.5M | 2.96% | +89,471 | New |
| Resources Management Corp | 88,955 | $44.2M | 6.01% | −2,386−2.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 88,854 | $44.2M | 1.77% | −23,248−20.7% | Reduced |
| HBK Sorce Advisory LLC | 88,714 | $44.1M | 1.20% | +868+1.0% | Added |
| Cullen Investment Group, Ltd. | 88,611 | $44.1M | 6.22% | +686+0.8% | Added |
| Three Seasons Wealth, LLC | 88,580 | $44.1M | 5.05% | +78,874+812.6% | Added |
| Hohimer Wealth Management, LLC | 88,527 | $44.0M | 7.81% | −151−0.2% | Reduced |
| Marco Investment Management LLC | 88,513 | $44.0M | 3.67% | +1,385+1.6% | Added |
| Trinity Street Asset Management LLP | 88,457 | $44.0M | 3.02% | +402+0.5% | Added |
| Allen Operations LLC | 88,383 | $44.0M | 6.05% | 00.0% | Unchanged |
| Pitcairn Co | 88,192 | $43.9M | 2.87% | −10,742−10.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 88,003 | $43.8M | 4.62% | +1,417+1.6% | Added |
| Jacobs & Co | 87,969 | $43.8M | 4.34% | −2,595−2.9% | Reduced |
| LaFleur & Godfrey LLC | 87,740 | $43.6M | 5.45% | −1,228−1.4% | Reduced |
| Randolph Co Inc | 87,738 | $43.6M | 4.47% | +2,011+2.3% | Added |
| Clare Market Investments LLC | 87,488 | $43.5M | 9.66% | −5,394−5.8% | Reduced |
| Bridgeway Capital Management, LLC | 87,448 | $43.5M | 1.03% | +971+1.1% | Added |
| Checchi Capital Advisers, LLC | 87,388 | $43.5M | 3.03% | −2,038−2.3% | Reduced |
| Kestra Investment Management, LLC | 99,179 | $43.5M | 0.67% | +51,115+106.3% | Added |
| Mather Group, LLC. | 87,351 | $43.4M | 0.46% | +592+0.7% | Added |
| CSM Advisors, LLC | 87,091 | $43.3M | 1.26% | +3,480+4.2% | Added |
| Canandaigua National Bank & Trust Co | 87,026 | $43.3M | 4.01% | +3,647+4.4% | Added |
| Savvy Advisors, Inc. | 86,829 | $43.2M | 2.88% | +29,141+50.5% | Added |
| Belpointe Asset Management LLC | 86,799 | $43.2M | 1.80% | +8,686+11.1% | Added |
| Overbrook Management Corp | 86,654 | $43.1M | 8.03% | +7,567+9.6% | Added |
| Lakeside Advisors, INC. | 86,420 | $43.0M | 27.71% | −9,943−10.3% | Reduced |
| Ivy Lane Capital Management, LLC | 86,000 | $42.8M | 23.57% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 85,875 | $42.7M | 4.68% | −2,215−2.5% | Reduced |