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 |
|---|---|---|---|---|---|
| NovaPoint Capital, LLC | 26,340 | $13.1M | 4.02% | +374+1.4% | Added |
| Westside Investment Management, Inc. | 26,312 | $13.1M | 2.42% | +1,062+4.2% | Added |
| Lester Murray Antman dba SimplyRich | 26,189 | $13.0M | 3.63% | −73−0.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 26,155 | $13.0M | 1.21% | −937−3.5% | Reduced |
| McHugh Group, LLC | 26,130 | $13.0M | 8.69% | −999−3.7% | Reduced |
| BCS Private Wealth Management, Inc. | 26,100 | $13.0M | 4.88% | +26,100 | New |
| S.E.E.D. Planning Group LLC | 26,101 | $13.0M | 4.07% | −2,739−9.5% | Reduced |
| JNBA Financial Advisors | 26,069 | $13.0M | 1.25% | −92−0.4% | Reduced |
| Berbice Capital Management LLC | 26,030 | $12.9M | 9.07% | +1,190+4.8% | Added |
| Harbor Advisors LLC | 26,000 | $12.9M | 2.12% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 25,963 | $12.9M | 3.70% | +91+0.4% | Added |
| Commonwealth Retirement Investments LLC | 25,960 | $12.9M | 4.91% | −417−1.6% | Reduced |
| Cascades Capital Asset Management, LLC | 25,927 | $12.9M | 6.63% | −1,598−5.8% | Reduced |
| Capital Market Strategies LLC | 25,908 | $12.9M | 8.96% | −3,125−10.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 25,887 | $12.9M | 2.82% | +583+2.3% | Added |
| Blodgett Wealth Advisors, LLC | 25,854 | $12.9M | 10.08% | −962−3.6% | Reduced |
| Bank Hapoalim BM | 25,826 | $12.8M | 1.75% | −377−1.4% | Reduced |
| Mitchell Sinkler & Starr | 25,777 | $12.8M | 6.14% | −32,429−55.7% | Reduced |
| Barton Investment Management | 25,775 | $12.8M | 1.33% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 25,750 | $12.8M | 6.09% | +606+2.4% | Added |
| Wimmer Associates 1, LLC | 25,685 | $12.8M | 6.53% | −132−0.5% | Reduced |
| Mattson Financial Services, LLC | 25,679 | $12.8M | 3.44% | −243−0.9% | Reduced |
| CVA Family Office, LLC | 25,661 | $12.8M | 1.79% | +864+3.5% | Added |
| MJP Associates Inc | 25,620 | $12.7M | 1.89% | +2,823+12.4% | Added |
| Louisbourg Investments Inc. | 31,270 | $12.7M | 3.00% | +50+0.2% | Added |
| InvesTrust | 25,546 | $12.7M | 4.90% | −10,688−29.5% | Reduced |
| David J Yvars Group | 25,446 | $12.7M | 7.42% | +1,074+4.4% | Added |
| Liberty Capital Management, Inc. | 25,392 | $12.6M | 2.55% | −19−0.1% | Reduced |
| Settian Capital LP | 25,350 | $12.6M | 8.89% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 25,344 | $12.6M | 3.00% | −2,461−8.9% | Reduced |
| L.M. Kohn & Company | 25,329 | $12.6M | 3.40% | −908−3.5% | Reduced |
| Advocate Group LLC | 25,316 | $12.6M | 2.25% | −203−0.8% | Reduced |
| Agate Pass Investment Management, LLC | 25,273 | $12.6M | 5.16% | +956+3.9% | Added |
| BKM Wealth Management, LLC | 25,253 | $12.6M | 4.91% | −1,632−6.1% | Reduced |
| Elwood Capital Partners LP | 25,243 | $12.6M | 11.63% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 25,229 | $12.5M | 3.54% | +5,611+28.6% | Added |
| Greenline Partners, LLC | 25,221 | $12.5M | 1.69% | +5,919+30.7% | Added |
| Citizens Business Bank | 25,199 | $12.5M | 2.44% | +400+1.6% | Added |
| Canopy Partners, LLC | 25,100 | $12.5M | 4.58% | −710−2.8% | Reduced |
| Enhancing Capital LLC | 25,084 | $12.5M | 9.51% | −10.0% | Reduced |
| JFS Wealth Advisors, LLC | 25,067 | $12.5M | 0.79% | +4,074+19.4% | Added |
| Root Financial Partners, LLC | 25,057 | $12.5M | 1.20% | +961+4.0% | Added |
| Penbrook Management LLC | 24,980 | $12.4M | 9.34% | −1,027−3.9% | Reduced |
| Austin Private Wealth, LLC | 24,978 | $12.4M | 0.98% | +432+1.8% | Added |
| CORDA Investment Management, LLC. | 24,957 | $12.4M | 0.91% | +341+1.4% | Added |
| Trust Co of Oklahoma | 24,931 | $12.4M | 3.95% | −242−1.0% | Reduced |
| Prestige Wealth Management Group LLC | 24,905 | $12.4M | 2.53% | +80+0.3% | Added |
| LCNB Corp | 24,848 | $12.4M | 4.35% | −227−0.9% | Reduced |
| Oak Hill Wealth Advisors, LLC | 24,867 | $12.3M | 2.56% | −31−0.1% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 24,807 | $12.3M | 3.22% | +107+0.4% | Added |
| Bizma Investimentos Ltda | 24,800 | $12.3M | 4.01% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 24,791 | $12.3M | 2.97% | −211−0.8% | Reduced |
| Benson Investment Management Company, Inc. | 24,743 | $12.3M | 4.66% | −54−0.2% | Reduced |
| Ring Mountain Capital, LLC | 24,094 | $12.3M | 7.48% | +525+2.2% | Added |
| Valley Brook Capital Group | 24,696 | $12.3M | 9.19% | −499−2.0% | Reduced |
| D'Orazio & Associates, Inc. | 24,694 | $12.3M | 1.73% | +1,328+5.7% | Added |
| KG&L Capital Management,LLC | 24,693 | $12.3M | 3.62% | −3,266−11.7% | Reduced |
| Sphera Management Technology Funds Ltd | 24,684 | $12.3M | 7.53% | +7,840+46.5% | Added |
| HBW Advisory Services LLC | 24,647 | $12.3M | 1.51% | +1,949+8.6% | Added |
| Lineweaver Wealth Advisors, LLC | 24,606 | $12.2M | 1.93% | −754−3.0% | Reduced |
| Cardiff Park Advisors, LLC | 24,604 | $12.2M | 1.06% | −726−2.9% | Reduced |
| Lederer & Associates Investment Counsel | 24,596 | $12.2M | 8.09% | −1,305−5.0% | Reduced |
| Drucker Wealth 3.0, LLC | 24,296 | $12.2M | 2.36% | +3,692+17.9% | Added |
| Mount Vernon Associates Inc | 24,577 | $12.2M | 8.83% | −125−0.5% | Reduced |
| Sonoma Private Wealth LLC | 24,526 | $12.2M | 14.96% | −3,536−12.6% | Reduced |
| Adirondack Trust Co | 24,526 | $12.2M | 4.43% | +77+0.3% | Added |
| Bulltick Wealth Management, LLC | 24,473 | $12.2M | 3.00% | −3,133−11.3% | Reduced |
| Carderock Capital Management Inc | 24,469 | $12.2M | 3.12% | +651+2.7% | Added |
| Marathon Capital Management | 24,450 | $12.2M | 3.10% | −2,590−9.6% | Reduced |
| Pacifica Partners Inc. | 24,495 | $12.1M | 4.93% | −587−2.3% | Reduced |
| Elgethun Capital Management | 24,412 | $12.1M | 2.44% | −191−0.8% | Reduced |
| United Advisor Group, LLC | 24,407 | $12.1M | 2.10% | +1,330+5.8% | Added |
| Ar Asset Management Inc | 24,399 | $12.1M | 2.70% | +120+0.5% | Added |
| Pinnacle West Asset Management, Inc. | 24,385 | $12.1M | 8.38% | −100−0.4% | Reduced |
| Herald Investment Management Ltd | 24,300 | $12.1M | 1.79% | −2,445−9.1% | Reduced |
| Geneva Partners, LLC | 24,283 | $12.1M | 4.79% | −15−0.1% | Reduced |
| Sawyer & Company, Inc | 32,358 | $12.1M | 4.32% | +7,184+28.5% | Added |
| Canton Hathaway, LLC | 24,246 | $12.1M | 2.46% | +100.0% | Added |
| Leisure Capital Management | 24,237 | $12.1M | 4.54% | −318−1.3% | Reduced |
| Wealth Preservation Advisors, LLC | 24,210 | $12.0M | 7.42% | −60.0% | Reduced |
| Lantz Financial LLC | 24,210 | $12.0M | 3.00% | +580+2.5% | Added |
| Regatta Capital Group, LLC | 24,165 | $12.0M | 2.06% | +739+3.2% | Added |
| Eastover Investment Advisors LLC | 24,125 | $12.0M | 5.38% | −756−3.0% | Reduced |
| Trust Co of Kansas | 24,113 | $12.0M | 5.72% | +803+3.4% | Added |
| Diversified Enterprises, LLC | 24,066 | $12.0M | 0.89% | −360−1.5% | Reduced |
| OMC Financial Services LTD | 24,064 | $12.0M | 4.89% | −548−2.2% | Reduced |
| Souders Financial Advisors | 24,014 | $11.9M | 1.52% | +1,133+5.0% | Added |
| Mission Creek Capital Partners, Inc. | 23,993 | $11.9M | 2.65% | −5,709−19.2% | Reduced |
| Stableford Capital II LLC | 23,219 | $11.9M | 4.49% | −857−3.6% | Reduced |
| HHM Wealth Advisors, LLC | 23,976 | $11.9M | 1.42% | −865−3.5% | Reduced |
| First Command Advisory Services, Inc. | 23,962 | $11.9M | 0.10% | −92−0.4% | Reduced |
| Atlas Brown,Inc. | 23,947 | $11.9M | 3.82% | +199+0.8% | Added |
| Tandem Capital Management Corp | 23,941 | $11.9M | 6.03% | −198−0.8% | Reduced |
| San Luis Wealth Advisors LLC | 23,897 | $11.9M | 2.55% | −818−3.3% | Reduced |
| Redmond Asset Management, LLC | 23,897 | $11.9M | 2.83% | −499−2.0% | Reduced |
| First PREMIER Bank | 23,880 | $11.9M | 2.88% | +382+1.6% | Added |
| Hurlow Wealth Management Group, Inc. | 23,863 | $11.9M | 3.35% | −124−0.5% | Reduced |
| Retirement Solution Inc. | 23,855 | $11.9M | 3.03% | +243+1.0% | Added |
| Center for Financial Planning, Inc. | 23,852 | $11.9M | 1.36% | +121+0.5% | Added |
| Tradewinds Capital Management, LLC | 23,835 | $11.9M | 2.98% | −1,841−7.2% | Reduced |