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 |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 39,106 | $19.5M | 2.22% | −64,697−62.3% | Reduced |
| one8zero8, LLC | 39,071 | $19.4M | 4.59% | −2,776−6.6% | Reduced |
| Intellus Advisors LLC | 39,052 | $19.4M | 2.90% | +103+0.3% | Added |
| Jackson Square Capital, LLC | 39,029 | $19.4M | 4.31% | +2,718+7.5% | Added |
| Codex Capital Asset Management L.L.C. | 39,000 | $19.4M | 7.76% | 00.0% | Unchanged |
| Nan Fung Trinity (HK) Ltd | 39,000 | $19.4M | 2.32% | 00.0% | Unchanged |
| Concord Wealth Partners | 38,984 | $19.4M | 2.83% | −1,484−3.7% | Reduced |
| Concord Asset Management, LLC | 38,984 | $19.4M | 2.92% | +10,803+38.3% | Added |
| Baugh & Associates, LLC | 41,634 | $19.3M | 10.06% | −2,477−5.6% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 38,794 | $19.3M | 4.09% | +311+0.8% | Added |
| Allegiance Financial Group Advisory Services LLC | 38,760 | $19.3M | 5.11% | +550+1.4% | Added |
| Apriem Advisors | 38,735 | $19.3M | 2.05% | +928+2.5% | Added |
| Potrero Capital Research LLC | 38,694 | $19.2M | 8.95% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 38,640 | $19.2M | 3.84% | −1,821−4.5% | Reduced |
| MSA Advisors, LLC | 38,640 | $19.2M | 4.82% | −1,800−4.5% | Reduced |
| Investment Advisory Services Inc | 38,634 | $19.2M | 6.41% | −1,021−2.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 38,623 | $19.2M | 2.53% | +4,750+14.0% | Added |
| Harbor Island Capital LLC | 38,524 | $19.2M | 8.99% | −2,740−6.6% | Reduced |
| Bill Few Associates, Inc. | 38,498 | $19.1M | 5.42% | −1,562−3.9% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 38,480 | $19.1M | 3.39% | +208+0.5% | Added |
| Bell Bank | 38,472 | $19.1M | 0.89% | +937+2.5% | Added |
| Okabena Investment Services Inc | 38,456 | $19.1M | 4.25% | +8,577+28.7% | Added |
| Winthrop Advisory Group LLC | 38,385 | $19.1M | 1.84% | +6,997+22.3% | Added |
| Asset Dedication, LLC | 38,381 | $19.1M | 1.39% | −149−0.4% | Reduced |
| Impact Capital Partners LLC | 38,356 | $19.1M | 6.25% | +1,275+3.4% | Added |
| Zweig-DiMenna Associates LLC | 38,300 | $19.1M | 1.95% | +10,200+36.3% | Added |
| SeaBridge Investment Advisors LLC | 38,275 | $19.0M | 3.54% | +470+1.2% | Added |
| Alta Advisers Ltd | 38,194 | $19.0M | 6.76% | 00.0% | Unchanged |
| American Trust | 38,118 | $19.0M | 1.79% | +2,817+8.0% | Added |
| Plancorp, LLC | 38,086 | $18.9M | 0.66% | +1,112+3.0% | Added |
| Mattern Capital Management, LLC | 38,076 | $18.9M | 2.28% | +644+1.7% | Added |
| Brave Asset Management Inc | 37,978 | $18.9M | 5.15% | −669−1.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 37,905 | $18.9M | 2.60% | +829+2.2% | Added |
| Texas Bank & Trust Co | 37,902 | $18.9M | 7.50% | −248−0.7% | Reduced |
| Roberts Wealth Advisors, LLC | 37,881 | $18.8M | 5.42% | −629−1.6% | Reduced |
| Old Second National Bank of Aurora | 37,848 | $18.8M | 4.11% | −653−1.7% | Reduced |
| Tranquility Partners, LLC | 37,820 | $18.8M | 6.72% | +70.0% | Added |
| Pennant Select, LLC | 37,800 | $18.8M | 14.42% | −2,600−6.4% | Reduced |
| BNC Wealth Management, LLC | 37,793 | $18.8M | 5.58% | −28−0.1% | Reduced |
| Grove Bank & Trust | 37,617 | $18.7M | 2.33% | −597−1.6% | Reduced |
| Huber Capital Management LLC | 37,543 | $18.7M | 3.18% | +1,000+2.7% | Added |
| Enterprise Bank & Trust Co | 37,515 | $18.7M | 6.98% | −654−1.7% | Reduced |
| TLW Wealth Management, LLC | 37,457 | $18.6M | 10.38% | +102+0.3% | Added |
| Legacy Trust | 37,454 | $18.6M | 4.57% | −3,479−8.5% | Reduced |
| WESPAC Advisors SoCal, LLC | 37,445 | $18.6M | 4.16% | −6,685−15.1% | Reduced |
| Fischer Financial Services, Inc. | 37,379 | $18.6M | 5.46% | −126−0.3% | Reduced |
| Hall Capital Management Co Inc | 37,277 | $18.5M | 7.83% | −60.0% | Reduced |
| MYDA Advisors LLC | 37,204 | $18.5M | 5.19% | −39,196−51.3% | Reduced |
| Wealth High Governance Capital Ltda | 37,200 | $18.5M | 5.74% | +37,200 | New |
| First National Bank & Trust Co of Newtown | 37,179 | $18.5M | 3.70% | −535−1.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 37,170 | $18.5M | 5.85% | −828−2.2% | Reduced |
| Cavalier Investments, LLC | 37,133 | $18.5M | 5.60% | +24,814+201.4% | Added |
| Puzo Michael J | 37,054 | $18.4M | 5.25% | −1,565−4.1% | Reduced |
| Owl Creek Asset Management, L.P. | 37,053 | $18.4M | 2.43% | +37,053 | New |
| Armis Advisers, LLC | 36,700 | $18.4M | 1.46% | +4,849+15.2% | Added |
| Costello Asset Management, INC | 37,013 | $18.4M | 6.92% | −471−1.3% | Reduced |
| Heritage Wealth Management, Inc. | 36,916 | $18.4M | 5.94% | −623−1.7% | Reduced |
| VeraBank, N.A. | 36,846 | $18.3M | 3.68% | +9,818+36.3% | Added |
| Dover Advisors, LLC | 36,825 | $18.3M | 8.07% | −1,469−3.8% | Reduced |
| Signal Advisors Wealth, LLC | 36,773 | $18.3M | 1.43% | +10,122+38.0% | Added |
| HORAN Wealth, LLC | 36,758 | $18.3M | 5.60% | +36,758 | New |
| NBW Capital LLC | 36,735 | $18.3M | 3.94% | −295−0.8% | Reduced |
| Formidable Asset Management, LLC | 48,084 | $18.3M | 3.06% | +343+0.7% | Added |
| Central Bank & Trust Co | 36,708 | $18.3M | 2.99% | −192−0.5% | Reduced |
| Torray LLC | 36,681 | $18.2M | 2.65% | −1,775−4.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 36,631 | $18.2M | 1.12% | +1,528+4.4% | Added |
| Motley Fool Wealth Management, LLC | 36,599 | $18.2M | 1.10% | −5,823−13.7% | Reduced |
| Benedict Financial Advisors Inc | 36,525 | $18.2M | 4.12% | −757−2.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 36,514 | $18.2M | 3.38% | +77+0.2% | Added |
| ICONIQ Capital, LLC | 36,491 | $18.2M | 0.31% | +3,059+9.1% | Added |
| DLK Investment Management, LLC | 36,475 | $18.1M | 6.86% | −96−0.3% | Reduced |
| Mirabella Financial Services LLP | 36,295 | $18.1M | 1.90% | −317,673−89.7% | Reduced |
| DCM Advisors, LLC | 36,520 | $18.1M | 7.77% | +2,187+6.4% | Added |
| Dark Forest Capital Management LP | 36,384 | $18.1M | 0.73% | +5,685+18.5% | Added |
| My Personal CFO, LLC | 36,318 | $18.1M | 8.21% | −8,392−18.8% | Reduced |
| Kesler, Norman & Wride, LLC | 36,305 | $18.1M | 3.20% | +265+0.7% | Added |
| L2 Asset Management, LLC | 36,298 | $18.1M | 2.96% | +1,534+4.4% | Added |
| Beutel, Goodman & Co Ltd. | 36,257 | $18.0M | 0.10% | −2,085−5.4% | Reduced |
| Ocean Capital Management, LLC | 36,240 | $18.0M | 3.96% | −2,266−5.9% | Reduced |
| Heathbridge Capital Management Ltd. | 36,220 | $18.0M | 7.24% | −425−1.2% | Reduced |
| Ratan Capital Management LP | 47,981 | $18.0M | 8.84% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 36,151 | $18.0M | 6.16% | +138+0.4% | Added |
| Capital Investment Counsel, LLC | 36,147 | $18.0M | 2.79% | −1,786−4.7% | Reduced |
| Lafayette Investments, Inc. | 36,076 | $17.9M | 3.63% | −97−0.3% | Reduced |
| Round Rock Advisors, LLC | 36,001 | $17.9M | 3.09% | −386−1.1% | Reduced |
| Consolidated Capital Management, LLC | 35,944 | $17.9M | 6.46% | +804+2.3% | Added |
| Strait & Sound Wealth Management LLC | 35,935 | $17.9M | 7.59% | −896−2.4% | Reduced |
| Strong Tower Advisory Services | 35,900 | $17.9M | 3.52% | +705+2.0% | Added |
| Investor's Fiduciary Advisor Network, LLC | 35,883 | $17.8M | 6.63% | +17,418+94.3% | Added |
| Greystone Financial Group, LLC | 35,834 | $17.8M | 2.94% | −2,166−5.7% | Reduced |
| Ravenstone Capital Management Inc. | 35,768 | $17.8M | 9.34% | +1,413+4.1% | Added |
| GPS Wealth Strategies Group, LLC | 35,760 | $17.8M | 2.05% | −3,085−7.9% | Reduced |
| Portland Global Advisors LLC | 35,739 | $17.8M | 2.09% | −433−1.2% | Reduced |
| Perennial Investment Advisors, LLC | 35,721 | $17.8M | 1.72% | +1,923+5.7% | Added |
| CV Advisors LLC | 35,716 | $17.8M | 5.46% | +443+1.3% | Added |
| Maestria Partners LLC | 35,710 | $17.8M | 6.17% | +4,060+12.8% | Added |
| Platform Technology Partners | 35,710 | $17.8M | 4.64% | −845−2.3% | Reduced |
| Arrow Financial Corp | 35,683 | $17.7M | 1.87% | −1,589−4.3% | Reduced |
| Lighthouse Investment Partners, LLC | 35,597 | $17.7M | 0.77% | +17,438+96.0% | Added |
| Palo DS Manager LLC | 35,543 | $17.7M | 7.81% | 00.0% | Unchanged |