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 |
|---|---|---|---|---|---|
| John G Ullman & Associates Inc | 32,148 | $16.0M | 2.37% | −142−0.4% | Reduced |
| GKV Capital Management Co., Inc. | 32,136 | $16.0M | 7.07% | −116−0.4% | Reduced |
| CoreCap Advisors, LLC | 32,123 | $16.0M | 0.64% | −8,239−20.4% | Reduced |
| Elevatus Welath Management | 32,119 | $16.0M | 5.33% | +11,564+56.3% | Added |
| Chapin Davis, Inc. | 32,066 | $16.0M | 4.41% | −10,883−25.3% | Reduced |
| Marks Group Wealth Management, Inc | 32,065 | $15.9M | 1.48% | −445−1.4% | Reduced |
| Green Harvest Asset Management LLC | 32,064 | $15.9M | 0.33% | +323+1.0% | Added |
| Sustainable Insight Capital Management, LLC | 32,026 | $15.9M | 7.21% | +9,491+42.1% | Added |
| New Millennium Group LLC | 31,967 | $15.9M | 8.81% | +3,108+10.8% | Added |
| Ashton Thomas Securities, LLC | 31,937 | $15.9M | 3.84% | −958−2.9% | Reduced |
| Optas, LLC | 31,905 | $15.9M | 3.02% | +2,167+7.3% | Added |
| Bey-Douglas LLC | 31,884 | $15.9M | 9.48% | +9,180+40.4% | Added |
| Fortis Capital Advisors, LLC | 31,807 | $15.8M | 2.83% | −758−2.3% | Reduced |
| Boit C F David | 31,804 | $15.8M | 7.61% | 00.0% | Unchanged |
| Point72 Italy, S.r.l. | 31,800 | $15.8M | 7.80% | +31,800 | New |
| Aprio Wealth Management, LLC | 31,695 | $15.8M | 1.78% | +6,781+27.2% | Added |
| Evexia Wealth LLC | 30,876 | $15.7M | 4.95% | −67−0.2% | Reduced |
| MEMBERS Trust Co | 31,658 | $15.7M | 0.54% | +4,250+15.5% | Added |
| Bradyco, Inc. | 33,131 | $15.7M | 11.55% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 31,609 | $15.7M | 6.69% | +825+2.7% | Added |
| Cornerstone Advisory, LLC | 31,571 | $15.7M | 1.69% | +240+0.8% | Added |
| FWL Investment Management, LLC | 31,556 | $15.7M | 4.80% | +114+0.4% | Added |
| Argentarii, LLC | 31,533 | $15.7M | 7.19% | +53+0.2% | Added |
| Clearline Capital LP | 31,511 | $15.7M | 1.38% | −16,378−34.2% | Reduced |
| Citizens & Northern Corp | 31,425 | $15.6M | 4.18% | −496−1.6% | Reduced |
| Carroll Investors, Inc | 31,424 | $15.6M | 8.28% | −423−1.3% | Reduced |
| Oxler Private Wealth LLC | 31,328 | $15.6M | 4.90% | −65−0.2% | Reduced |
| MCF Advisors LLC | 31,246 | $15.5M | 1.03% | +553+1.8% | Added |
| Cubist Systematic Strategies, LLC | 31,209 | $15.5M | 0.17% | −33,771−52.0% | Reduced |
| Ayrshire Capital Management LLC | 31,199 | $15.5M | 7.45% | +98+0.3% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 31,183 | $15.5M | 10.94% | −40−0.1% | Reduced |
| WealthShield Partners, LLC | 31,161 | $15.5M | 1.87% | −39−0.1% | Reduced |
| Monument Capital Management | 31,121 | $15.5M | 4.03% | +189+0.6% | Added |
| Old Port Advisors | 31,118 | $15.5M | 4.22% | −216−0.7% | Reduced |
| Glassy Mountain Advisors, Inc. | 31,080 | $15.5M | 4.98% | −135−0.4% | Reduced |
| Magnus Financial Group LLC | 31,076 | $15.5M | 1.36% | +1,201+4.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 31,051 | $15.4M | 6.20% | +1,302+4.4% | Added |
| Castle Rock Wealth Management, LLC | 30,221 | $15.4M | 3.60% | +1,069+3.7% | Added |
| ZEGA Investments, LLC | 30,970 | $15.4M | 3.87% | +2,872+10.2% | Added |
| In-Depth Partners, LLC | 30,955 | $15.4M | 16.17% | −4,214−12.0% | Reduced |
| Northstar Asset Management LLC | 30,829 | $15.3M | 3.53% | −230−0.7% | Reduced |
| Sonata Capital Group Inc | 30,814 | $15.3M | 6.12% | −952−3.0% | Reduced |
| Altfest L J & Co Inc | 30,802 | $15.3M | 1.81% | +5,266+20.6% | Added |
| Allen Capital Group, LLC | 30,772 | $15.3M | 1.59% | +3,410+12.5% | Added |
| Crews Bank & Trust | 30,752 | $15.3M | 2.41% | −273−0.9% | Reduced |
| Parus Finance (UK) Ltd | 30,739 | $15.3M | 4.37% | −674−2.1% | Reduced |
| Hudson Value Partners, LLC | 30,736 | $15.3M | 5.28% | −1,654−5.1% | Reduced |
| Quadcap Wealth Management, LLC | 30,666 | $15.3M | 1.94% | +737+2.5% | Added |
| Financial Security Advisor, Inc. | 30,653 | $15.2M | 3.51% | +93+0.3% | Added |
| MV Capital Management, Inc. | 30,616 | $15.2M | 1.57% | −602−1.9% | Reduced |
| Nadler Financial Group, Inc. | 30,594 | $15.2M | 1.56% | +2,341+8.3% | Added |
| Southeast Asset Advisors Inc. | 30,584 | $15.2M | 1.81% | +1,724+6.0% | Added |
| White Pine Capital LLC | 30,545 | $15.2M | 4.82% | −97−0.3% | Reduced |
| Point72 (DIFC) Ltd | 30,500 | $15.2M | 1.21% | +28,300+1,286.4% | Added |
| Gsa Capital Partners LLP | 30,429 | $15.1M | 1.06% | +26,073+598.6% | Added |
| Great Diamond Partners, LLC | 30,402 | $15.1M | 3.19% | +6,364+26.5% | Added |
| FCG Investment Co | 30,397 | $15.1M | 7.89% | −985−3.1% | Reduced |
| TFG Advisers LLC | 30,347 | $15.1M | 5.17% | −186−0.6% | Reduced |
| Reuter James Wealth Management, LLC | 30,316 | $15.1M | 2.37% | −966−3.1% | Reduced |
| Ameritas Advisory Services, LLC | 30,246 | $15.0M | 0.78% | −29,370−49.3% | Reduced |
| MidWestOne Financial Group, Inc. | 30,191 | $15.0M | 1.95% | −390−1.3% | Reduced |
| Drexel Morgan & Co. | 30,129 | $15.0M | 2.66% | 00.0% | Unchanged |
| GTS Securities LLC | 30,045 | $14.9M | 0.67% | −43,525−59.2% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $14.9M | 3.19% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 29,988 | $14.9M | 7.28% | +22,403+295.4% | Added |
| Nicolet Bankshares Inc | 29,970 | $14.9M | 2.58% | +932+3.2% | Added |
| CNB Bank | 29,905 | $14.9M | 7.05% | −1,330−4.3% | Reduced |
| NWK Group, Inc. | 29,893 | $14.9M | 5.22% | +11,002+58.2% | Added |
| Telos Capital Management, Inc. | 29,884 | $14.9M | 1.51% | −356−1.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 29,845 | $14.8M | 3.88% | +64+0.2% | Added |
| Pine Haven Investment Counsel, Inc | 29,828 | $14.8M | 11.66% | +58+0.2% | Added |
| Northwest Capital Management Inc | 29,822 | $14.8M | 8.03% | −4,572−13.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 29,705 | $14.8M | 3.93% | −199−0.7% | Reduced |
| Uncommon Cents Investing LLC | 29,693 | $14.8M | 3.95% | −414−1.4% | Reduced |
| Clear Creek Financial Management, LLC | 29,672 | $14.8M | 1.40% | +126+0.4% | Added |
| Wynn Capital, LLC | 29,669 | $14.8M | 7.87% | −119−0.4% | Reduced |
| Westwood Wealth Management | 29,617 | $14.7M | 4.95% | −262−0.9% | Reduced |
| Chapman Investment Management, LLC | 29,615 | $14.7M | 10.28% | −30−0.1% | Reduced |
| Raub Brock Capital Management LP | 29,597 | $14.7M | 3.21% | +28,282+2,150.7% | Added |
| Delta Financial Advisors LLC | 29,586 | $14.7M | 5.18% | −548−1.8% | Reduced |
| Finer Wealth Management, Inc. | 29,509 | $14.7M | 7.85% | −127−0.4% | Reduced |
| RDA Financial Network | 29,462 | $14.7M | 3.96% | +140+0.5% | Added |
| Stonebridge Financial Group, LLC | 29,423 | $14.6M | 1.42% | −762−2.5% | Reduced |
| World Equity Group, Inc. | 29,363 | $14.6M | 3.98% | −8,739−22.9% | Reduced |
| FSM Wealth Advisors, LLC | 29,322 | $14.6M | 2.37% | +6,124+26.4% | Added |
| Knightsbridge Asset Management, LLC | 29,312 | $14.6M | 3.22% | +17,685+152.1% | Added |
| Glass Wealth Management Co LLC | 29,280 | $14.6M | 7.76% | −147−0.5% | Reduced |
| Kensington Investment Counsel, LLC | 29,194 | $14.5M | 6.23% | +713+2.5% | Added |
| McDonough Capital Management, Inc | 29,191 | $14.5M | 8.17% | +921+3.3% | Added |
| Childress Capital Advisors, LLC | 29,049 | $14.4M | 3.64% | +2,548+9.6% | Added |
| Seizert Capital Partners, LLC | 28,998 | $14.4M | 0.63% | −887−3.0% | Reduced |
| Cambridge Advisors Inc. | 28,932 | $14.4M | 3.01% | −148−0.5% | Reduced |
| SPC Financial, Inc. | 28,923 | $14.4M | 1.20% | −191−0.7% | Reduced |
| Tyche Wealth Partners LLC | 28,919 | $14.4M | 2.89% | −3,331−10.3% | Reduced |
| AIMZ Investment Advisors, LLC | 28,914 | $14.4M | 4.82% | −407−1.4% | Reduced |
| Atlas Wealth LLC | 29,219 | $14.4M | 5.25% | +19+0.1% | Added |
| LRI Investments, LLC | 55,188 | $14.4M | 1.22% | +837+1.5% | Added |
| Am Investment Strategies LLC | 28,855 | $14.4M | 3.38% | +350+1.2% | Added |
| Sentry LLC | 28,846 | $14.3M | 2.86% | +53+0.2% | Added |
| Portfolio Design Labs, LLC | 28,831 | $14.3M | 2.82% | −15,176−34.5% | Reduced |