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 |
|---|---|---|---|---|---|
| Confluence Wealth Services, Inc. | 59,373 | $29.5M | 1.61% | −135−0.2% | Reduced |
| Mengis Capital Management, Inc. | 59,331 | $29.5M | 6.27% | −7,435−11.1% | Reduced |
| Knuff & Co LLC | 59,309 | $29.5M | 9.29% | +519+0.9% | Added |
| Sompo Asset Management Co., Ltd. | 59,236 | $29.5M | 5.12% | +857+1.5% | Added |
| APG Asset Management US Inc. | 59,861 | $29.5M | 0.22% | −2,234−3.6% | Reduced |
| Spence Asset Management | 59,197 | $29.4M | 6.02% | +382+0.6% | Added |
| Kingswood Wealth Advisors, LLC | 59,195 | $29.4M | 2.33% | −5,628−8.7% | Reduced |
| Middleton & Co Inc | 59,129 | $29.4M | 3.30% | −535−0.9% | Reduced |
| NBC Securities, Inc. | 58,989 | $29.3M | 2.39% | −21,593−26.8% | Reduced |
| AdvisorNet Financial, Inc | 58,951 | $29.3M | 1.89% | −762−1.3% | Reduced |
| Goldstream Capital Management Ltd | 58,935 | $29.3M | 12.62% | +16,911+40.2% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 58,908 | $29.3M | 3.77% | −3,160−5.1% | Reduced |
| Arcadia Investment Management Corp | 58,905 | $29.3M | 4.69% | +226+0.4% | Added |
| New Hampshire Trust | 58,718 | $29.2M | 6.10% | −290.0% | Reduced |
| Phraction Management LLC | 58,610 | $29.2M | 9.32% | +3,685+6.7% | Added |
| Consilio Wealth Advisors, LLC | 58,687 | $29.1M | 10.38% | +7,917+15.6% | Added |
| Cooper Financial Group | 58,374 | $29.0M | 3.41% | +742+1.3% | Added |
| Sargent Investment Group, LLC | 55,247 | $29.0M | 3.92% | +1,078+2.0% | Added |
| RKL Wealth Management LLC | 58,144 | $28.9M | 2.54% | −2,453−4.0% | Reduced |
| Capital Asset Advisory Services LLC | 58,716 | $28.9M | 1.35% | +2,218+3.9% | Added |
| Altrafin AG | 58,007 | $28.9M | 9.74% | +916+1.6% | Added |
| Salomon & Ludwin, LLC | 58,703 | $28.8M | 2.85% | −2,468−4.0% | Reduced |
| DT Investment Partners, LLC | 57,840 | $28.8M | 2.58% | −1,038−1.8% | Reduced |
| Community Bank, N.A. | 57,820 | $28.8M | 3.78% | −2,051−3.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 57,723 | $28.7M | 5.07% | −1,238−2.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 57,717 | $28.7M | 5.29% | +160+0.3% | Added |
| Parkside Financial Bank & Trust | 57,693 | $28.7M | 3.10% | +5,780+11.1% | Added |
| Strategic Blueprint, LLC | 57,605 | $28.7M | 1.41% | −349−0.6% | Reduced |
| Keel Point, LLC | 57,576 | $28.6M | 1.90% | +5,890+11.4% | Added |
| Hall Laurie J Trustee | 57,568 | $28.6M | 9.47% | −593−1.0% | Reduced |
| Rothschild Capital Partners, LLC | 57,555 | $28.6M | 7.51% | +58+0.1% | Added |
| BFSG, LLC | 57,441 | $28.6M | 3.20% | −2,974−4.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57,437 | $28.6M | 0.99% | +5,845+11.3% | Added |
| Kovack Advisors, Inc. | 57,178 | $28.4M | 2.79% | −1,720−2.9% | Reduced |
| Whalerock Point Partners, LLC | 57,133 | $28.4M | 6.14% | +993+1.8% | Added |
| Nwi Management LP | 57,100 | $28.4M | 2.61% | −6,300−9.9% | Reduced |
| Field & Main Bank | 56,991 | $28.3M | 9.22% | −1,138−2.0% | Reduced |
| Delta Investment Management, LLC | 56,881 | $28.3M | 5.44% | −2,680−4.5% | Reduced |
| Augustine Asset Management Inc | 56,837 | $28.3M | 7.56% | −5,095−8.2% | Reduced |
| Pavion Blue Capital, LLC | 56,740 | $28.2M | 12.54% | +865+1.5% | Added |
| Atlantic Trust, LLC | 56,658 | $28.2M | 5.33% | +934+1.7% | Added |
| Van Strum & Towne Inc. | 56,567 | $28.1M | 8.88% | −660−1.2% | Reduced |
| EULAV Asset Management | 56,532 | $28.1M | 0.66% | +1,502+2.7% | Added |
| Integrity Alliance, LLC. | 56,521 | $28.1M | 1.54% | −39,989−41.4% | Reduced |
| Brown Shipley& Co Ltd | 56,508 | $28.1M | 15.47% | −6,674−10.6% | Reduced |
| Meridian Wealth Advisors, LLC | 56,411 | $28.1M | 4.44% | +563+1.0% | Added |
| Good Life Advisors, LLC | 56,312 | $28.0M | 1.75% | −238−0.4% | Reduced |
| Court Place Advisors, LLC | 56,216 | $28.0M | 8.79% | −495−0.9% | Reduced |
| Rockline Wealth Management, LLC | 56,074 | $27.9M | 6.60% | +114+0.2% | Added |
| Mattern Wealth Management LLC | 55,770 | $27.7M | 5.77% | −1,914−3.3% | Reduced |
| Stokes Family Office, LLC | 55,703 | $27.7M | 2.91% | −440−0.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 55,700 | $27.7M | 7.80% | 00.0% | Unchanged |
| BW Gestao de Investimentos Ltda. | 55,685 | $27.7M | 2.63% | +15,579+38.8% | Added |
| Aragon Global Management, LP | 55,559 | $27.6M | 11.11% | +2,001+3.7% | Added |
| SevenBridge Financial Group, LLC | 52,150 | $27.6M | 4.87% | −756−1.4% | Reduced |
| Capital Planning LLC | 55,459 | $27.6M | 8.67% | −12,801−18.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 55,441 | $27.6M | 3.23% | +1,917+3.6% | Added |
| Baker Ellis Asset Management LLC | 55,436 | $27.6M | 3.78% | −944−1.7% | Reduced |
| West Branch Capital LLC | 55,393 | $27.6M | 8.15% | −281−0.5% | Reduced |
| GDS Wealth Management | 55,379 | $27.5M | 2.01% | +4,478+8.8% | Added |
| Balboa Wealth Partners | 55,322 | $27.5M | 5.52% | +820+1.5% | Added |
| K.J. Harrison & Partners Inc | 55,044 | $27.4M | 4.54% | +9,024+19.6% | Added |
| Watts Gwilliam & Co., LLC | 53,744 | $27.3M | 4.49% | +5,670+11.8% | Added |
| Copeland Capital Management, LLC | 54,889 | $27.3M | 0.56% | −176−0.3% | Reduced |
| Glen Eagle Advisors, LLC | 54,889 | $27.3M | 4.20% | −389−0.7% | Reduced |
| CMH Wealth Management LLC | 54,641 | $27.2M | 6.33% | −12,334−18.4% | Reduced |
| Concentric Capital Strategies, LP | 54,597 | $27.2M | 1.53% | +54,597 | New |
| Independent Investors Inc | 54,523 | $27.1M | 5.91% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 54,522 | $27.1M | 1.32% | −232−0.4% | Reduced |
| Stratos Wealth Advisors, LLC | 54,344 | $27.0M | 1.43% | −2,547−4.5% | Reduced |
| Plimoth Trust Co LLC | 54,343 | $27.0M | 6.48% | −272−0.5% | Reduced |
| Kozak & Associates, Inc. | 53,670 | $27.0M | 5.51% | +1,041+2.0% | Added |
| Paul R. Ried Financial Group, LLC | 54,326 | $27.0M | 16.35% | +455+0.8% | Added |
| Csenge Advisory Group | 58,608 | $27.0M | 1.42% | −1,183−2.0% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 54,242 | $27.0M | 4.24% | +1,508+2.9% | Added |
| Valicenti Advisory Services Inc | 54,153 | $26.9M | 6.29% | +342+0.6% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 54,118 | $26.9M | 5.56% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 54,094 | $26.9M | 2.72% | −56−0.1% | Reduced |
| St. Clair Advisors, LLC | 54,093 | $26.9M | 7.04% | −850−1.5% | Reduced |
| Hamilton Wealth, LLC | 54,092 | $26.9M | 6.02% | −1,104−2.0% | Reduced |
| Conning Inc. | 54,017 | $26.9M | 0.92% | −2,684−4.7% | Reduced |
| Farmers Trust Co | 53,858 | $26.8M | 5.00% | −1,273−2.3% | Reduced |
| Baker Chad R | 53,660 | $26.7M | 4.96% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 53,599 | $26.7M | 6.42% | +62+0.1% | Added |
| Alpha Omega Wealth Management LLC | 53,555 | $26.6M | 4.77% | −832−1.5% | Reduced |
| Great Lakes Retirement, Inc. | 53,550 | $26.6M | 3.15% | +10,964+25.7% | Added |
| Heirloom Wealth Management | 53,514 | $26.6M | 7.03% | −40−0.1% | Reduced |
| SFE Investment Counsel | 53,411 | $26.6M | 4.68% | +26,321+97.2% | Added |
| Everhart Financial Group, Inc. | 53,410 | $26.6M | 3.07% | +4,458+9.1% | Added |
| Haverford Financial Services, Inc. | 53,362 | $26.5M | 7.86% | −1,444−2.6% | Reduced |
| Miramar Capital, LLC | 53,342 | $26.5M | 6.28% | +905+1.7% | Added |
| Embree Financial Group | 53,340 | $26.5M | 4.00% | 00.0% | Unchanged |
| David Loasby | 50,580 | $26.5M | 2.26% | +2,100+4.3% | Added |
| Hamilton Point Investment Advisors, LLC | 53,209 | $26.5M | 4.36% | −1,942−3.5% | Reduced |
| Krilogy Financial LLC | 53,113 | $26.4M | 1.52% | +1,250+2.4% | Added |
| Thematics Asset Management | 53,096 | $26.4M | 1.19% | +36,581+221.5% | Added |
| Broderick Brian C | 53,087 | $26.4M | 5.22% | −1,586−2.9% | Reduced |
| Lathrop Investment Management Corp | 53,076 | $26.4M | 4.99% | −1,983−3.6% | Reduced |
| Premier Path Wealth Partners, LLC | 53,025 | $26.4M | 3.67% | +1,514+2.9% | Added |
| Traynor Capital Management, Inc. | 53,532 | $26.3M | 1.87% | −2,221−4.0% | Reduced |