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 |
|---|---|---|---|---|---|
| Allred Capital Management, LLC | 42,737 | $21.3M | 7.95% | −2,294−5.1% | Reduced |
| IFG Advisory, LLC | 42,720 | $21.2M | 1.07% | +934+2.2% | Added |
| Northstar Asset Management Inc | 42,702 | $21.2M | 5.87% | −170−0.4% | Reduced |
| Patten Group, Inc. | 42,506 | $21.1M | 4.47% | −656−1.5% | Reduced |
| Physicians Financial Services, Inc. | 42,499 | $21.1M | 6.30% | −812−1.9% | Reduced |
| Alight Capital Management LP | 42,500 | $21.1M | 5.37% | +2,500+6.3% | Added |
| SS&H Financial Advisors, Inc. | 42,428 | $21.1M | 7.05% | −1,442−3.3% | Reduced |
| Timber Creek Capital Management LLC | 39,971 | $21.1M | 5.37% | −1,989−4.7% | Reduced |
| Mayflower Financial Advisors, LLC | 42,343 | $21.1M | 2.93% | −150−0.4% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 42,315 | $21.0M | 3.84% | +120.0% | Added |
| Headinvest, LLC | 42,309 | $21.0M | 4.48% | −8,035−16.0% | Reduced |
| Alta Fox Capital Management, LLC | 42,300 | $21.0M | 5.72% | 00.0% | Unchanged |
| Lake Street Financial LLC | 42,286 | $21.0M | 2.99% | +533+1.3% | Added |
| Wealth Alliance | 42,279 | $21.0M | 2.35% | −157−0.4% | Reduced |
| Avantax Planning Partners, Inc. | 42,266 | $21.0M | 0.67% | +1,383+3.4% | Added |
| Fox Hill Wealth Management | 42,252 | $21.0M | 10.80% | +234+0.6% | Added |
| WBH Advisory Inc | 42,216 | $21.0M | 1.79% | −17,048−28.8% | Reduced |
| Trustmark National Bank Trust Department | 42,214 | $21.0M | 1.45% | +1,337+3.3% | Added |
| Quantum Private Wealth, LLC | 42,203 | $21.0M | 6.80% | −1,724−3.9% | Reduced |
| Live Oak Private Wealth LLC | 42,086 | $20.9M | 3.12% | +929+2.3% | Added |
| WealthPlan Investment Management, LLC | 42,056 | $20.9M | 1.52% | +14,719+53.8% | Added |
| Boyar Asset Management Inc. | 42,019 | $20.9M | 13.68% | −508−1.2% | Reduced |
| Advisory Alpha, LLC | 41,986 | $20.9M | 0.65% | +2,514+6.4% | Added |
| Ardsley Advisory Partners LP | 42,000 | $20.9M | 3.41% | +30,300+259.0% | Added |
| Vega Investment Solutions | 41,953 | $20.9M | 4.91% | −23,635−36.0% | Reduced |
| Avidian Wealth Solutions, LLC | 41,939 | $20.9M | 0.85% | +3,173+8.2% | Added |
| Hoertkorn Richard Charles | 41,936 | $20.9M | 8.83% | −394−0.9% | Reduced |
| Morton Capital Management LLC | 41,918 | $20.9M | 3.70% | +865+2.1% | Added |
| Waterloo Capital, L.P. | 41,878 | $20.8M | 1.68% | +4,571+12.3% | Added |
| Mount Yale Investment Advisors, LLC | 42,050 | $20.8M | 1.62% | +527+1.3% | Added |
| Claro Advisors LLC | 41,804 | $20.8M | 3.43% | −12,246−22.7% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 41,787 | $20.8M | 1.71% | −846−2.0% | Reduced |
| BloombergSen Inc. | 41,760 | $20.8M | 1.75% | −540−1.3% | Reduced |
| Tounjian Advisory Partners, LLC | 55,264 | $20.7M | 4.02% | −1,020−1.8% | Reduced |
| Capital & Planning, LLC | 41,705 | $20.7M | 14.09% | −69−0.2% | Reduced |
| Manchester Capital Management LLC | 41,679 | $20.7M | 2.73% | −955−2.2% | Reduced |
| CFO4Life Group, LLC | 41,584 | $20.7M | 3.23% | +771+1.9% | Added |
| Berkshire Bank | 41,544 | $20.7M | 4.72% | −782−1.8% | Reduced |
| Bluegrass Capital Partners LP | 41,500 | $20.6M | 14.31% | −1,500−3.5% | Reduced |
| Boston Research & Management Inc | 41,500 | $20.6M | 4.88% | −724−1.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 41,463 | $20.6M | 2.37% | +2,648+6.8% | Added |
| Patton Albertson Miller Group, LLC | 41,415 | $20.6M | 2.71% | +6,888+19.9% | Added |
| CRA Financial Services, LLC | 41,413 | $20.6M | 3.15% | −245−0.6% | Reduced |
| Umpqua Bank | 41,461 | $20.6M | 6.27% | +2,121+5.4% | Added |
| Rodgers Brothers Inc. | 41,350 | $20.6M | 2.60% | −799−1.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 41,306 | $20.5M | 3.77% | +1,069+2.7% | Added |
| Maxi Investments CY Ltd | 41,297 | $20.5M | 3.41% | −46,113−52.8% | Reduced |
| Consolidated Portfolio Review Corp | 41,295 | $20.5M | 2.84% | +1,840+4.7% | Added |
| Eubel Brady & Suttman Asset Management Inc | 41,265 | $20.5M | 2.59% | +70.0% | Added |
| Whitener Capital Management, Inc. | 41,235 | $20.5M | 5.43% | −915−2.2% | Reduced |
| Guardian Wealth Advisors, LLC | 41,056 | $20.4M | 1.44% | +1,733+4.4% | Added |
| Paragon Capital Management LLC | 40,986 | $20.4M | 10.47% | −775−1.9% | Reduced |
| Wills Financial Group LLC | 40,963 | $20.4M | 8.84% | +128+0.3% | Added |
| Snider Financial Group | 40,915 | $20.4M | 5.87% | −2,131−5.0% | Reduced |
| Winch Advisory Services, LLC | 40,910 | $20.3M | 4.97% | −873−2.1% | Reduced |
| Thames Capital Management LLC | 40,843 | $20.3M | 4.60% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 40,833 | $20.3M | 1.36% | +4,198+11.5% | Added |
| Iowa State Bank | 40,815 | $20.3M | 4.04% | −122−0.3% | Reduced |
| Union Heritage Capital, LLC | 40,696 | $20.2M | 7.05% | 00.0% | Unchanged |
| Leo Wealth, LLC | 40,726 | $20.2M | 1.57% | +23,996+143.4% | Added |
| Kavar Capital Partners Group, LLC | 40,671 | $20.2M | 2.91% | −327−0.8% | Reduced |
| Litman Gregory Asset Management LLC | 40,669 | $20.2M | 1.59% | −402−1.0% | Reduced |
| Bonness Enterprises Inc | 40,600 | $20.2M | 6.61% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 40,561 | $20.2M | 1.31% | −549−1.3% | Reduced |
| Shepherd Financial Partners LLC | 40,560 | $20.2M | 2.13% | −108−0.3% | Reduced |
| Hamilton Capital Partners, LLC | 40,517 | $20.2M | 9.68% | −72−0.2% | Reduced |
| Brown Miller Wealth Management, LLC | 40,505 | $20.1M | 6.26% | +37+0.1% | Added |
| Stonebrook Private Inc. | 40,381 | $20.1M | 4.70% | −438−1.1% | Reduced |
| Romano Brothers and Company | 40,369 | $20.1M | 2.48% | −1,003−2.4% | Reduced |
| Simon Quick Advisors, LLC | 40,291 | $20.0M | 1.01% | −31,907−44.2% | Reduced |
| Udine Wealth Management, Inc. | 40,111 | $20.0M | 11.94% | +170+0.4% | Added |
| Hound Partners, LLC | 40,081 | $19.9M | 2.69% | −4,451−10.0% | Reduced |
| Quent Capital, LLC | 40,071 | $19.9M | 1.92% | +656+1.7% | Added |
| Golden State Equity Partners | 40,065 | $19.9M | 3.69% | +1,736+4.5% | Added |
| Aviance Capital Partners, LLC | 40,015 | $19.9M | 2.60% | +297+0.7% | Added |
| Davidson Trust Co | 39,953 | $19.9M | 9.17% | −1,291−3.1% | Reduced |
| Stokes Capital Advisors, LLC | 39,918 | $19.9M | 4.86% | +534+1.4% | Added |
| Banco BTG Pactual S.A. | 39,908 | $19.9M | 4.04% | +6,030+17.8% | Added |
| Roberts Glore & Co Inc | 39,907 | $19.9M | 5.80% | −1,594−3.8% | Reduced |
| Trust Point Inc. | 39,888 | $19.8M | 1.87% | +3,291+9.0% | Added |
| Sandbox Financial Partners, LLC | 39,867 | $19.8M | 6.25% | −76−0.2% | Reduced |
| Sovran Advisors, LLC | 39,831 | $19.8M | 2.07% | +3,221+8.8% | Added |
| Richard C. Young & CO., LTD. | 39,765 | $19.8M | 1.95% | +611+1.6% | Added |
| Savoie Capital LLC | 39,753 | $19.8M | 2.46% | +500+1.3% | Added |
| 44 Wealth Management LLC | 39,650 | $19.7M | 6.98% | +933+2.4% | Added |
| Wright Investors Service Inc | 39,607 | $19.7M | 5.95% | −1,040−2.6% | Reduced |
| Searle & Co. | 39,602 | $19.7M | 5.56% | +325+0.8% | Added |
| NVWM, LLC | 39,561 | $19.7M | 4.75% | +789+2.0% | Added |
| Money Concepts Capital Corp | 39,559 | $19.7M | 1.32% | −23−0.1% | Reduced |
| Wall Street Access Asset Management, LLC | 39,461 | $19.6M | 6.81% | +1,564+4.1% | Added |
| Grandview Asset Management LLC | 39,450 | $19.6M | 6.28% | +237+0.6% | Added |
| Advisor OS, LLC | 39,398 | $19.6M | 1.93% | +2,967+8.1% | Added |
| Barrier Capital Management, LLC | 39,393 | $19.6M | 13.38% | +39,393 | New |
| Montag & Caldwell, LLC | 39,374 | $19.6M | 4.29% | −1,194−2.9% | Reduced |
| Inlet Private Wealth, LLC | 39,365 | $19.6M | 4.81% | −130−0.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 39,300 | $19.5M | 5.68% | +1,000+2.6% | Added |
| Gibraltar Capital Management, Inc. | 39,295 | $19.5M | 3.82% | +565+1.5% | Added |
| Harrell Investment Partners, LLC | 39,293 | $19.5M | 4.95% | +4,405+12.6% | Added |
| Next Century Growth Investors LLC | 39,247 | $19.5M | 1.51% | +7,683+24.3% | Added |
| Accredited Investors Inc. | 39,128 | $19.5M | 1.15% | +1,661+4.4% | Added |