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
- 2,579 more added
- Sold out
- 107
- 2,618 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 |
|---|---|---|---|---|---|
| Vicus Capital | 75,428 | $37.5M | 3.12% | −217−0.3% | Reduced |
| Private Trust Co NA | 75,203 | $37.4M | 3.56% | −55−0.1% | Reduced |
| James Investment Research Inc | 75,123 | $37.4M | 4.44% | −1,316−1.7% | Reduced |
| Mechanics Bank Trust Department | 75,097 | $37.4M | 5.36% | −5,175−6.4% | Reduced |
| Foyston, Gordon, & Payne Inc | 74,670 | $37.1M | 8.46% | +2,817+3.9% | Added |
| Caldwell Trust Co | 74,659 | $37.1M | 3.71% | +265+0.4% | Added |
| Tenere Capital LLC | 74,556 | $37.1M | 9.50% | +7,400+11.0% | Added |
| Hoffman, Alan N Investment Management | 74,417 | $37.0M | 18.25% | −351−0.5% | Reduced |
| Bourne Lent Asset Management Inc | 74,326 | $37.0M | 14.31% | −185−0.2% | Reduced |
| Leonteq Securities AG | 74,201 | $36.9M | 2.17% | −33,951−31.4% | Reduced |
| Walter Public Investments Inc. | 74,132 | $36.9M | 6.25% | +20,559+38.4% | Added |
| Dividend Assets Capital, LLC | 74,130 | $36.9M | 6.70% | −2,725−3.5% | Reduced |
| Spirepoint Private Client, LLC | 74,130 | $36.9M | 4.16% | +479+0.7% | Added |
| NZS Capital, LLC | 74,048 | $36.8M | 1.25% | −90,858−55.1% | Reduced |
| GHP Investment Advisors, Inc. | 74,038 | $36.8M | 1.63% | +592+0.8% | Added |
| Cohen Capital Management, Inc. | 74,036 | $36.8M | 5.99% | +730+1.0% | Added |
| Tufton Capital Management | 74,016 | $36.8M | 7.00% | −1,954−2.6% | Reduced |
| StoneX Group Inc. | 73,969 | $36.8M | 1.79% | +3,094+4.4% | Added |
| Greatmark Investment Partners, Inc. | 73,669 | $36.6M | 4.60% | −846−1.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 73,577 | $36.6M | 4.72% | +5,621+8.3% | Added |
| Perennial Advisors, LLC | 73,575 | $36.6M | 6.80% | −2,349−3.1% | Reduced |
| Clear Harbor Asset Management, LLC | 73,574 | $36.6M | 2.75% | +596+0.8% | Added |
| Nicola Wealth Management Ltd. | 73,560 | $36.6M | 3.43% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 71,216 | $36.5M | 2.78% | +1,415+2.0% | Added |
| Peachtree Investment Partners, LLC | 73,322 | $36.5M | 13.92% | −5,099−6.5% | Reduced |
| Coleford Investment Management Ltd. | 73,261 | $36.4M | 9.41% | −310−0.4% | Reduced |
| Zevin Asset Management LLC | 73,248 | $36.4M | 5.24% | −286−0.4% | Reduced |
| Premier Fund Managers Ltd | 73,383 | $36.4M | 1.33% | +8,615+13.3% | Added |
| Intrust Bank NA | 73,115 | $36.4M | 3.22% | +1,141+1.6% | Added |
| Exor Capital LLP | 73,009 | $36.3M | 0.78% | −17,517−19.4% | Reduced |
| Mitchell Capital Management Co | 71,084 | $36.3M | 6.78% | −10,540−12.9% | Reduced |
| Parcion Private Wealth LLC | 72,759 | $36.2M | 2.58% | +171+0.2% | Added |
| Keystone Investors Pte Ltd | 72,628 | $36.1M | 7.46% | −29,469−28.9% | Reduced |
| Larson Financial Group LLC | 72,616 | $36.1M | 1.45% | +10,554+17.0% | Added |
| Naples Global Advisors, LLC | 72,458 | $36.0M | 3.10% | +178+0.2% | Added |
| Cypress Capital Group | 72,392 | $36.0M | 4.48% | +1,098+1.5% | Added |
| Cigna Investments Inc | 72,386 | $36.0M | 6.17% | −1,842−2.5% | Reduced |
| Nations Financial Group Inc, | 72,254 | $35.9M | 2.47% | +1,856+2.6% | Added |
| AMG National Trust Bank | 72,254 | $35.9M | 0.94% | +80+0.1% | Added |
| Westchester Capital Management, Inc. | 72,231 | $35.9M | 8.45% | −242−0.3% | Reduced |
| SageView Advisory Group, LLC | 70,032 | $35.9M | 1.36% | +1,950+2.9% | Added |
| Westerkirk Capital Inc. | 72,061 | $35.8M | 4.42% | +72,061 | New |
| Horiko Capital Management LLC | 72,076 | $35.8M | 9.36% | −1,674−2.3% | Reduced |
| Hallmark Capital Management Inc | 71,985 | $35.8M | 2.57% | −3,508−4.6% | Reduced |
| Exchange Capital Management, Inc. | 71,967 | $35.8M | 5.34% | −572−0.8% | Reduced |
| Independence Bank of Kentucky | 71,947 | $35.8M | 5.07% | +516+0.7% | Added |
| Procyon Private Wealth Partners, LLC | 71,869 | $35.7M | 3.38% | −65,521−47.7% | Reduced |
| Webster Bank, N. A. | 71,674 | $35.7M | 3.68% | −2,468−3.3% | Reduced |
| Nelson Capital Management, LLC | 71,665 | $35.6M | 4.71% | +213+0.3% | Added |
| Rice Partnership, LLC | 71,494 | $35.6M | 6.18% | −2,089−2.8% | Reduced |
| Cutler Investment Counsel LLC | 71,473 | $35.6M | 3.96% | +221+0.3% | Added |
| TownSquare Capital, LLC | 71,454 | $35.5M | 3.46% | −418,511−85.4% | Reduced |
| Godsey & Gibb Associates | 71,280 | $35.5M | 3.32% | −54−0.1% | Reduced |
| Waratah Capital Advisors Ltd. | 71,157 | $35.4M | 2.41% | +65,684+1,200.1% | Added |
| Monetary Management Group Inc | 71,003 | $35.3M | 8.69% | −375−0.5% | Reduced |
| Azzad Asset Management Inc | 70,903 | $35.3M | 3.78% | +1,532+2.2% | Added |
| MIG Capital, LLC | 70,815 | $35.2M | 3.71% | 00.0% | Unchanged |
| Algert Global LLC | 70,530 | $35.1M | 0.73% | +808+1.2% | Added |
| Holderness Investments Co | 70,526 | $35.1M | 7.55% | +515+0.7% | Added |
| Rothschild Investment LLC | 70,504 | $35.1M | 2.20% | +643+0.9% | Added |
| Paragon Capital Management Ltd | 70,295 | $35.0M | 6.34% | −471−0.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 69,306 | $34.9M | 2.37% | +3,853+5.9% | Added |
| Smartleaf Asset Management LLC | 70,216 | $34.8M | 3.07% | −8,597−10.9% | Reduced |
| Cartenna Capital, LP | 70,000 | $34.8M | 2.13% | +70,000 | New |
| 11 Capital Partners LP | 69,938 | $34.8M | 10.94% | −21,037−23.1% | Reduced |
| RNC Capital Management LLC | 69,894 | $34.8M | 1.69% | −869−1.2% | Reduced |
| Community Financial Services Group, LLC | 69,763 | $34.7M | 6.90% | −1,242−1.7% | Reduced |
| Flagship Harbor Advisors, LLC | 69,697 | $34.7M | 1.64% | −2,862−3.9% | Reduced |
| GM Advisory Group, Inc. | 69,594 | $34.6M | 1.71% | +11,125+19.0% | Added |
| Galvin, Gaustad & Stein, LLC | 69,533 | $34.6M | 2.98% | −1,106−1.6% | Reduced |
| Clarity Financial LLC | 69,506 | $34.6M | 3.72% | −11,218−13.9% | Reduced |
| Point72 Europe (London) LLP | 69,495 | $34.6M | 1.78% | +12,901+22.8% | Added |
| Princeton Global Asset Management LLC | 69,451 | $34.5M | 6.27% | −1,689−2.4% | Reduced |
| Ibex Wealth Advisors | 69,420 | $34.5M | 3.68% | +909+1.3% | Added |
| Segment Wealth Management, LLC | 69,303 | $34.5M | 2.19% | −2,019−2.8% | Reduced |
| Buckley Wealth Management, LLC | 69,284 | $34.5M | 10.31% | −2,292−3.2% | Reduced |
| Legacy Private Trust Co. | 69,211 | $34.4M | 2.22% | −3,563−4.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 68,881 | $34.3M | 6.12% | +56+0.1% | Added |
| McRae Capital Management Inc | 68,843 | $34.2M | 7.01% | −1,915−2.7% | Reduced |
| Wellington Shields & Co., LLC | 68,792 | $34.2M | 9.69% | +51+0.1% | Added |
| CCM Investment Advisers LLC | 68,790 | $34.2M | 3.69% | −2,087−2.9% | Reduced |
| Cadinha & Co LLC | 68,788 | $34.2M | 5.68% | +34,309+99.5% | Added |
| Missouri Trust & Investment Co | 68,716 | $34.2M | 11.17% | +70.0% | Added |
| Cassaday & Co Wealth Management LLC | 68,667 | $34.2M | 0.85% | +3,161+4.8% | Added |
| AlphaCore Capital LLC | 68,637 | $34.1M | 1.30% | +14,808+27.5% | Added |
| Trifecta Capital Advisors, LLC | 68,603 | $34.1M | 5.68% | +7,115+11.6% | Added |
| Pioneer Trust Bank N A | 68,517 | $34.1M | 8.70% | −1,137−1.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 68,482 | $34.1M | 7.23% | +8,000+13.2% | Added |
| Zuckerman Investment Group, LLC | 68,290 | $34.0M | 3.29% | +2,686+4.1% | Added |
| Titan Global Capital Management USA LLC | 68,247 | $33.9M | 5.35% | +11,591+20.5% | Added |
| Claret Asset Management Corp | 68,190 | $33.9M | 4.39% | −430−0.6% | Reduced |
| Hartline Investment Corp | 68,158 | $33.9M | 3.85% | −5,608−7.6% | Reduced |
| Red Door Wealth Management, LLC | 68,141 | $33.9M | 4.05% | +7,378+12.1% | Added |
| Cornerstone Wealth Management, LLC | 68,046 | $33.8M | 2.05% | +2,729+4.2% | Added |
| WCG Wealth Advisors LLC | 68,017 | $33.8M | 2.19% | −1,478−2.1% | Reduced |
| Madrona Financial Services, LLC | 67,983 | $33.8M | 8.11% | +449+0.7% | Added |
| Covenant Asset Management, LLC | 67,974 | $33.8M | 6.95% | +268+0.4% | Added |
| Teamwork Financial Advisors, LLC | 67,893 | $33.8M | 4.15% | +27,499+68.1% | Added |
| Prosperity Consulting Group, LLC | 67,917 | $33.8M | 2.47% | −235−0.3% | Reduced |
| Sand Hill Global Advisors, LLC | 67,789 | $33.7M | 1.25% | +1,286+1.9% | Added |