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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 48,131 | $23.9M | 1.01% | −289−0.6% | Reduced |
| J. W. Coons Advisors, LLC | 48,061 | $23.9M | 5.41% | +3,411+7.6% | Added |
| Jacobi Capital Management LLC | 48,033 | $23.9M | 1.59% | +1,303+2.8% | Added |
| Washington Trust Advisors, Inc. | 47,971 | $23.9M | 1.94% | +511+1.1% | Added |
| Rosenblum Silverman Sutton S F Inc | 47,969 | $23.9M | 5.78% | −260−0.5% | Reduced |
| Family Management Corp | 47,947 | $23.8M | 3.62% | −2,194−4.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 47,943 | $23.8M | 7.23% | +1,185+2.5% | Added |
| Ascent Wealth Partners, LLC | 47,896 | $23.8M | 2.94% | −4,647−8.8% | Reduced |
| Marietta Wealth Management, LLC | 47,889 | $23.8M | 3.11% | +387+0.8% | Added |
| Globeflex Capital L P | 47,873 | $23.8M | 1.97% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 47,798 | $23.8M | 6.63% | +235+0.5% | Added |
| Fogel Capital Management, Inc. | 47,598 | $23.7M | 12.63% | −23,990−33.5% | Reduced |
| Core Alternative Capital | 47,530 | $23.6M | 6.47% | −7,912−14.3% | Reduced |
| Miller Wealth Advisors, LLC | 47,417 | $23.6M | 11.04% | +29+0.1% | Added |
| Ransom Advisory, Ltd | 47,390 | $23.6M | 11.11% | −1,340−2.7% | Reduced |
| Duncker Streett & Co Inc | 47,353 | $23.6M | 4.30% | −160−0.3% | Reduced |
| Texas Yale Capital Corp. | 47,298 | $23.5M | 0.77% | −503−1.1% | Reduced |
| Laffer Tengler Investments | 47,261 | $23.5M | 4.19% | −450−0.9% | Reduced |
| Isthmus Partners, LLC | 47,255 | $23.5M | 2.75% | +2,484+5.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 47,252 | $23.5M | 3.86% | +464+1.0% | Added |
| L & S Advisors Inc | 47,230 | $23.5M | 2.33% | +7,023+17.5% | Added |
| Capital Planning Advisors, LLC | 47,099 | $23.4M | 3.44% | −453−1.0% | Reduced |
| Moss Adams Wealth Advisors LLC | 47,068 | $23.4M | 2.13% | +1,994+4.4% | Added |
| Cordatus Wealth Management LLC | 47,002 | $23.4M | 5.75% | −160.0% | Reduced |
| Aspiriant, LLC | 46,947 | $23.4M | 0.74% | −54−0.1% | Reduced |
| HCR Wealth Advisors | 46,908 | $23.3M | 2.75% | +74+0.2% | Added |
| Skyline Advisors, Inc. | 46,890 | $23.3M | 8.62% | −302−0.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 46,875 | $23.3M | 1.30% | +2,805+6.4% | Added |
| Inman Jager Wealth Management, LLC | 46,797 | $23.3M | 15.74% | −30−0.1% | Reduced |
| Nordwand Advisors, LLC | 46,729 | $23.2M | 3.69% | +26,033+125.8% | Added |
| Capital City Trust Co | 46,665 | $23.2M | 6.02% | −1,574−3.3% | Reduced |
| Wells Trecaso Financial Group, LLC | 46,629 | $23.2M | 7.16% | −426−0.9% | Reduced |
| Cove Private Wealth, LLC | 46,491 | $23.1M | 8.15% | +11,197+31.7% | Added |
| Biondo Investment Advisors, LLC | 46,446 | $23.1M | 3.05% | −212−0.5% | Reduced |
| HWG Holdings LP | 46,439 | $23.1M | 6.76% | +9,748+26.6% | Added |
| Osher Van de Voorde Investment Management | 46,385 | $23.1M | 5.23% | −2,670−5.4% | Reduced |
| Quattro Financial Advisors LLC | 46,380 | $23.1M | 8.13% | −5,138−10.0% | Reduced |
| Providence Capital Advisors, LLC | 46,345 | $23.1M | 4.23% | +1,537+3.4% | Added |
| Versant Capital Management, Inc | 46,268 | $23.0M | 3.49% | +1,429+3.2% | Added |
| Aspire Capital Advisors LLC | 46,246 | $23.0M | 6.35% | −438−0.9% | Reduced |
| Cozad Asset Management Inc | 46,200 | $23.0M | 2.01% | +19,331+71.9% | Added |
| Renaissance Investment Group LLC | 46,176 | $23.0M | 4.98% | −100.0% | Reduced |
| Q Capital Solutions | 46,135 | $22.9M | 9.66% | +27,104+142.4% | Added |
| Hilltop National Bank | 46,066 | $22.9M | 5.98% | +46,066 | New |
| Beverly Hills Private Wealth, LLC | 45,972 | $22.9M | 4.29% | −79−0.2% | Reduced |
| Camden Capital, LLC | 45,976 | $22.9M | 2.15% | −2,609−5.4% | Reduced |
| GPM Growth Investors, Inc. | 45,900 | $22.8M | 9.07% | −351−0.8% | Reduced |
| Resonant Capital Advisors, LLC | 45,803 | $22.8M | 1.45% | +7,649+20.0% | Added |
| Oakworth Capital, Inc. | 45,663 | $22.7M | 1.46% | +1,692+3.8% | Added |
| Portside Wealth Group, LLC | 45,663 | $22.7M | 3.36% | +876+2.0% | Added |
| Adalta Capital Management LLC | 45,631 | $22.7M | 11.39% | −2,812−5.8% | Reduced |
| Scholtz & Company, LLC | 45,444 | $22.6M | 9.92% | −893−1.9% | Reduced |
| Continuum Advisory, LLC | 45,417 | $22.6M | 2.72% | +2,142+4.9% | Added |
| Burke & Herbert Bank & Trust Co | 45,408 | $22.6M | 5.06% | +336+0.7% | Added |
| Hedeker Wealth, LLC | 45,368 | $22.6M | 5.26% | −1,152−2.5% | Reduced |
| Private Wealth Asset Management, LLC | 45,326 | $22.5M | 2.99% | −932−2.0% | Reduced |
| Verde Servicos Internacionais S.A. | 45,293 | $22.5M | 9.87% | +22,788+101.3% | Added |
| McDonald Partners LLC | 45,217 | $22.5M | 5.41% | −67−0.1% | Reduced |
| Financial Advisory Service, Inc. | 45,075 | $22.4M | 1.66% | +2,367+5.5% | Added |
| R.m.sincerbeaux Capital Management LLC | 45,075 | $22.4M | 12.65% | +834+1.9% | Added |
| Main Street Financial Solutions, LLC | 45,053 | $22.4M | 1.63% | +19,845+78.7% | Added |
| AlphaStar Capital Management, LLC | 45,021 | $22.4M | 1.57% | +45,021 | New |
| STF Management LP | 44,909 | $22.3M | 8.82% | +1,246+2.9% | Added |
| Stenger Family Office, LLC | 43,519 | $22.3M | 5.87% | +43,519 | New |
| Community Bank & Trust, Waco, Texas | 44,821 | $22.3M | 5.05% | −590−1.3% | Reduced |
| Accent Capital Management, LLC | 44,695 | $22.2M | 9.96% | +2,730+6.5% | Added |
| SRS Capital Advisors, Inc. | 30,901 | $22.2M | 1.04% | +7,748+33.5% | Added |
| Valley National Advisers Inc | 44,639 | $22.2M | 3.62% | −192−0.4% | Reduced |
| Davis-Rea Ltd. | 44,632 | $22.2M | 5.51% | −14,532−24.6% | Reduced |
| Leeward Financial Partners, LLC | 44,599 | $22.2M | 7.03% | +572+1.3% | Added |
| TigerOak Management, L.L.C. | 44,408 | $22.1M | 7.57% | +599+1.4% | Added |
| McCollum Christoferson Group LLC | 44,226 | $22.0M | 6.55% | −435−1.0% | Reduced |
| Mirabaud Asset Management Ltd | 44,337 | $22.0M | 10.24% | +1,160+2.7% | Added |
| Symmetry Investments LP | 44,135 | $22.0M | 1.84% | +20,149+84.0% | Added |
| Cim Investment Mangement Inc | 47,686 | $21.9M | 4.17% | +24,059+101.8% | Added |
| Bourgeon Capital Management LLC | 43,993 | $21.9M | 4.32% | +339+0.8% | Added |
| Evelyn Partners Asset Management Ltd | 43,989 | $21.9M | 5.55% | +29+0.1% | Added |
| Catalyst Financial Partners LLC | 43,981 | $21.9M | 2.39% | +1,953+4.6% | Added |
| Sage Capital Advisors,llc | 43,884 | $21.8M | 5.39% | −56−0.1% | Reduced |
| Lincoln Capital LLC | 43,867 | $21.8M | 4.20% | +4,038+10.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 43,826 | $21.8M | 1.67% | −215−0.5% | Reduced |
| Little House Capital LLC | 43,802 | $21.8M | 5.46% | −2,019−4.4% | Reduced |
| NatWest Group plc | 43,758 | $21.8M | 6.44% | +10,545+31.7% | Added |
| Strategic Global Advisors, LLC | 43,730 | $21.8M | 3.54% | +5,839+15.4% | Added |
| Jackson Square Partners, LLC | 43,581 | $21.7M | 8.02% | −10,320−19.1% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 43,531 | $21.7M | 3.49% | −170.0% | Reduced |
| M. Kulyk & Associates, LLC | 43,442 | $21.6M | 4.69% | +138+0.3% | Added |
| Artemis Wealth Advisors, LLC | 43,337 | $21.6M | 3.70% | +10,732+32.9% | Added |
| Lawson Kroeker Investment Management Inc | 43,271 | $21.5M | 4.00% | −1,009−2.3% | Reduced |
| Oxford Financial Group Ltd | 43,269 | $21.5M | 1.28% | −1,441−3.2% | Reduced |
| Marex Group plc | 43,200 | $21.5M | 0.41% | −202,779−82.4% | Reduced |
| Keebeck Wealth Management, LLC | 43,151 | $21.5M | 2.81% | +1,169+2.8% | Added |
| Cache Advisors, LLC | 43,082 | $21.4M | 5.80% | +3,384+8.5% | Added |
| Morse Asset Management, Inc | 42,971 | $21.4M | 4.68% | −2,888−6.3% | Reduced |
| First Interstate Bank | 42,960 | $21.4M | 1.26% | −232−0.5% | Reduced |
| GeoWealth Management, LLC | 42,907 | $21.3M | 0.83% | +197+0.5% | Added |
| Financial Partners Group, Inc | 42,898 | $21.3M | 2.95% | +365+0.9% | Added |
| Brady Family Wealth, LLC | 42,838 | $21.3M | 6.60% | −1,623−3.7% | Reduced |
| Inscription Capital, LLC | 42,815 | $21.3M | 3.07% | −5,451−11.3% | Reduced |
| Moser Wealth Advisors, LLC | 42,743 | $21.3M | 10.21% | +3,672+9.4% | Added |