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 |
|---|---|---|---|---|---|
| Westmount Partners, LLC | 35,539 | $17.7M | 4.85% | +339+1.0% | Added |
| Apollon Financial, LLC | 35,535 | $17.7M | 3.69% | −81−0.2% | Reduced |
| SOA Wealth Advisors, LLC. | 123,984 | $17.7M | 3.32% | −2,816−2.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 35,478 | $17.6M | 0.71% | +1,229+3.6% | Added |
| TFR Capital, LLC. | 35,398 | $17.6M | 6.38% | +633+1.8% | Added |
| Bearing Point Capital, LLC | 35,347 | $17.6M | 3.24% | +1,250+3.7% | Added |
| Citizens National Bank Trust Department | 35,333 | $17.6M | 3.51% | −357−1.0% | Reduced |
| Brookwood Investment Group LLC | 35,310 | $17.6M | 2.83% | −4,018−10.2% | Reduced |
| Rockbridge Capital Management LLC | 35,307 | $17.6M | 10.00% | −1,313−3.6% | Reduced |
| Tradition Wealth Management, LLC | 35,293 | $17.6M | 1.40% | −122−0.3% | Reduced |
| Aries Wealth Management | 35,219 | $17.5M | 4.58% | −351−1.0% | Reduced |
| Legacy Financial Advisors, Inc. | 35,208 | $17.5M | 2.74% | +970+2.8% | Added |
| First Sabrepoint Capital Management LP | 35,000 | $17.4M | 7.45% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 34,946 | $17.4M | 5.78% | −546−1.5% | Reduced |
| Old Point Trust & Financial Services N A | 34,888 | $17.4M | 6.06% | −1,518−4.2% | Reduced |
| Founders Financial Securities LLC | 34,822 | $17.3M | 1.32% | −395−1.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 34,786 | $17.3M | 1.62% | −420−1.2% | Reduced |
| North Point Portfolio Managers Corp | 34,781 | $17.3M | 2.97% | −713−2.0% | Reduced |
| First Bank & Trust | 34,759 | $17.3M | 3.08% | −209−0.6% | Reduced |
| Harold Davidson & Associates Inc. | 34,675 | $17.2M | 11.18% | −6,515−15.8% | Reduced |
| Greater Midwest Financial Group, LLC | 34,632 | $17.2M | 13.16% | −5,552−13.8% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 34,607 | $17.2M | 3.88% | +100+0.3% | Added |
| Quotient Wealth Partners, LLC | 34,584 | $17.2M | 0.51% | +2,606+8.1% | Added |
| Nilsine Partners, LLC | 34,547 | $17.2M | 1.74% | −5,540−13.8% | Reduced |
| Kidder Stephen W | 34,534 | $17.2M | 5.16% | −466−1.3% | Reduced |
| RWM Asset Management, LLC | 34,507 | $17.2M | 2.31% | +4,971+16.8% | Added |
| Nicholas Investment Partners, LP | 34,466 | $17.1M | 1.53% | −200−0.6% | Reduced |
| Buck Wealth Strategies, LLC | 34,448 | $17.1M | 2.61% | +3,380+10.9% | Added |
| Chatham Capital Group, Inc. | 34,432 | $17.1M | 2.61% | +2,501+7.8% | Added |
| Capital Investment Advisory Services, LLC | 34,359 | $17.1M | 1.40% | −2,770−7.5% | Reduced |
| Gifford Fong Associates | 34,302 | $17.1M | 3.93% | 00.0% | Unchanged |
| Freemont Management S.A. | 34,300 | $17.1M | 2.81% | +8,000+30.4% | Added |
| Jupiter Wealth Management LLC | 32,745 | $17.0M | 8.61% | +663+2.1% | Added |
| Ervin Investment Management, LLC | 34,253 | $17.0M | 10.66% | −1,450−4.1% | Reduced |
| Lummis Asset Management, LP | 33,381 | $17.0M | 11.14% | −75−0.2% | Reduced |
| LVW Advisors, LLC | 34,228 | $17.0M | 1.91% | +3,779+12.4% | Added |
| Abbot Financial Management, Inc. | 34,153 | $17.0M | 7.84% | −376−1.1% | Reduced |
| Broadwater Capital Management LLC | 16,986,054 | $17.0M | 13.21% | +16,950,505+47,682.1% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 34,094 | $17.0M | 6.09% | −871−2.5% | Reduced |
| Klingman & Associates, LLC | 34,050 | $16.9M | 0.93% | +3,793+12.5% | Added |
| Skopos Labs, Inc. | 86,835 | $16.9M | 2.22% | +29,482+51.4% | Added |
| LMG Wealth Partners, LLC | 33,958 | $16.9M | 3.47% | −223−0.7% | Reduced |
| Coppell Advisory Solutions LLC | 34,049 | $16.9M | 2.03% | +34,049 | New |
| Somerset Trust Co | 33,933 | $16.9M | 5.50% | −58−0.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 33,916 | $16.9M | 2.74% | +912+2.8% | Added |
| Marshall & Sullivan Inc | 33,864 | $16.8M | 8.10% | −2,222−6.2% | Reduced |
| Founders Financial Alliance, LLC | 33,841 | $16.8M | 3.83% | +317+0.9% | Added |
| BankPlus Trust Department | 33,818 | $16.8M | 4.98% | +1,064+3.2% | Added |
| Connable Office Inc | 33,803 | $16.8M | 1.66% | +3,221+10.5% | Added |
| Northwest Bancshares, Inc. | 33,771 | $16.8M | 2.93% | −1,205−3.4% | Reduced |
| Affinity Wealth Management LLC | 33,764 | $16.8M | 2.68% | +268+0.8% | Added |
| Strategic Investment Advisors | 33,814 | $16.8M | 1.63% | −1,865−5.2% | Reduced |
| Financial Perspectives, Inc | 33,659 | $16.7M | 5.06% | +549+1.7% | Added |
| Kemnay Advisory Services Inc. | 33,648 | $16.7M | 2.66% | −4,159−11.0% | Reduced |
| Parker Investment Management, LLC | 33,609 | $16.7M | 2.56% | −174−0.5% | Reduced |
| Mirador Capital Partners LP | 33,586 | $16.7M | 2.71% | +687+2.1% | Added |
| Birinyi Associates Inc | 33,534 | $16.7M | 4.88% | −3,356−9.1% | Reduced |
| Bedel Financial Consulting, Inc. | 33,452 | $16.6M | 2.27% | +31+0.1% | Added |
| Hollow Brook Wealth Management LLC | 33,442 | $16.6M | 4.87% | −121−0.4% | Reduced |
| Shikiar Asset Management Inc | 33,426 | $16.6M | 4.62% | −4,670−12.3% | Reduced |
| Miller Investment Management, LP | 33,410 | $16.6M | 1.74% | −258−0.8% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 33,410 | $16.6M | 0.29% | +33,410 | New |
| Raab & Moskowitz Asset Management LLC | 33,382 | $16.6M | 3.96% | −1,290−3.7% | Reduced |
| Virtu Financial LLC | 33,377 | $16.6M | 0.85% | −17,124−33.9% | Reduced |
| Zullo Investment Group, Inc. | 33,336 | $16.6M | 6.73% | −1,108−3.2% | Reduced |
| Humankind Investments LLC | 33,300 | $16.6M | 4.04% | −1,702−4.9% | Reduced |
| KPP Advisory Services LLC | 33,281 | $16.6M | 2.73% | +820+2.5% | Added |
| Brentview Investment Management LLC | 33,223 | $16.5M | 8.34% | −515−1.5% | Reduced |
| Once Capital Management, LLC | 33,200 | $16.5M | 5.11% | +1,100+3.4% | Added |
| Woodbridge Co Ltd | 33,200 | $16.5M | 0.03% | +33,200 | New |
| XTX Topco Ltd | 33,113 | $16.5M | 0.68% | +33,113 | New |
| Alpha Family Trust | 33,105 | $16.5M | 8.15% | +1,033+3.2% | Added |
| Accurate Wealth Management, LLC | 32,832 | $16.5M | 2.52% | +7,278+28.5% | Added |
| FACT Capital, LP | 33,053 | $16.4M | 7.82% | −2,596−7.3% | Reduced |
| West Family Investments, Inc. | 33,050 | $16.4M | 4.29% | +10,820+48.7% | Added |
| Personal Cfo Solutions, LLC | 33,003 | $16.4M | 3.04% | +1,166+3.7% | Added |
| Garrison Point Advisors, LLC | 32,992 | $16.4M | 7.53% | −525−1.6% | Reduced |
| Builder Investment Group Inc | 32,881 | $16.4M | 4.04% | −60.0% | Reduced |
| 1248 Management, LLC | 32,873 | $16.4M | 6.04% | −240−0.7% | Reduced |
| Bank of New Hampshire | 32,818 | $16.3M | 4.06% | −1,850−5.3% | Reduced |
| Birch Capital Management, LLC | 32,776 | $16.3M | 8.35% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 32,770 | $16.3M | 0.98% | +4,625+16.4% | Added |
| TRUE Private Wealth Advisors | 32,741 | $16.3M | 1.83% | −1,686−4.9% | Reduced |
| Baldwin Investment Management, LLC | 32,728 | $16.3M | 1.97% | −242−0.7% | Reduced |
| Dudley Capital Management, LLC | 32,615 | $16.2M | 8.13% | −143−0.4% | Reduced |
| Kathmere Capital Management, LLC | 32,587 | $16.2M | 1.25% | +1,175+3.7% | Added |
| Legacy Edge Advisors, LLC | 32,567 | $16.2M | 2.16% | −315−1.0% | Reduced |
| Herold Advisors, Inc. | 32,554 | $16.2M | 3.39% | −5,203−13.8% | Reduced |
| Atlas Capital Advisors LLC | 32,544 | $16.2M | 1.98% | −1,796−5.2% | Reduced |
| Asio Capital, LLC | 32,507 | $16.2M | 2.69% | +716+2.3% | Added |
| Fort Point Capital Partners LLC | 32,492 | $16.2M | 1.62% | +2,329+7.7% | Added |
| Paragon Private Wealth Management, LLC | 32,484 | $16.2M | 6.44% | +566+1.8% | Added |
| Advisory Research Inc | 32,430 | $16.1M | 2.48% | +4,833+17.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 32,398 | $16.1M | 1.05% | +5,759+21.6% | Added |
| Muhlenkamp & Co Inc | 32,311 | $16.1M | 5.01% | +70+0.2% | Added |
| Roman Butler Fullerton & Co | 31,282 | $16.1M | 4.74% | +1,906+6.5% | Added |
| TCI Wealth Advisors, Inc. | 32,292 | $16.1M | 1.10% | −2,095−6.1% | Reduced |
| Chronos Wealth Management, LLC | 32,269 | $16.1M | 8.31% | −312−1.0% | Reduced |
| Banque de Luxembourg S.A. | 42,697 | $16.0M | 9.18% | −101−0.2% | Reduced |
| Biltmore Family Office, LLC | 32,206 | $16.0M | 2.71% | −3,061−8.7% | Reduced |